Capital Analysts, LLC
FORT WASHINGTON PA · SEC CIK 0001624758
$43.40亿2026Q2 申报市值
1,536持仓数
29.7%前十大占比 · 第一大 8.1%
70 / 77新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$2,530.13万
GPIX 加仓+$1,679.89万
FBND 加仓+$1,609.90万
IALT 新建仓+$1,602.60万
IUSB 加仓+$1,168.13万
2026Q2 卖出最多 按季末市值估算
C 减仓-$782.27万
QUAL 减仓-$649.60万
AGG 减仓-$623.55万
ZTS 减仓-$583.42万
TLH 减仓-$568.85万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KAPR | INNOVATOR ETFS TRUST | $82.00万 | 0.02% | 20,605 | -2,701 | -11.6% | -$10.75万 | 减仓 |
| — | NORTHERN LTS FD TR II | $81.60万 | 0.02% | 34,888 | 225 | 0.6% | $5,263 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $81.40万 | 0.02% | 3,429 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $81.40万 | 0.02% | 10,154 | 1,447 | 16.6% | $11.60万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $80.90万 | 0.02% | 32,244 | 2,572 | 8.7% | $6.45万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $80.70万 | 0.02% | 30,464 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $80.40万 | 0.02% | 17,729 | -477 | -2.6% | -$2.16万 | 减仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $80.00万 | 0.02% | 31,318 | 22,807 | 268.0% | $58.26万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $79.60万 | 0.02% | 8,861 | 2,490 | 39.1% | $22.37万 | 加仓 |
| VLO | VALERO ENERGY CORP | $79.20万 | 0.02% | 3,042 | 317 | 11.6% | $8.25万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $79.10万 | 0.02% | 25,830 | 10,043 | 63.6% | $30.75万 | 加仓 |
| TIP | ISHARES TR | $79.00万 | 0.02% | 7,217 | 114 | 1.6% | $1.25万 | 加仓 |
| HEI/A | HEICO CORP NEW | $78.70万 | 0.02% | 3,051 | -779 | -20.3% | -$20.09万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $78.60万 | 0.02% | 26,833 | 104 | 0.4% | $3,046 | 加仓 |
| IJS | ISHARES TR | $78.50万 | 0.02% | 5,746 | -170 | -2.9% | -$2.32万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $76.80万 | 0.02% | 2,072 | -3 | -0.1% | -$1,112 | 减仓 |
| APH | AMPHENOL CORP | $76.80万 | 0.02% | 4,358 | 151 | 3.6% | $2.66万 | 加仓 |
| SUB | ISHARES TR | $76.80万 | 0.02% | 7,210 | 2,345 | 48.2% | $24.98万 | 加仓 |
| QUAL | ISHARES TR | $76.70万 | 0.02% | 3,498 | -29,626 | -89.4% | -$649.60万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $76.50万 | 0.02% | 8,170 | 652 | 8.7% | $6.11万 | 加仓 |
| IWD | ISHARES TR | $76.10万 | 0.02% | 3,139 | -61 | -1.9% | -$1.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $75.90万 | 0.02% | 2,548 | 10 | 0.4% | $2,979 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $75.20万 | 0.02% | 28,697 | 14,653 | 104.3% | $38.40万 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $75.10万 | 0.02% | 36,343 | 2,149 | 6.3% | $4.44万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $74.60万 | 0.02% | 14,738 | 1,978 | 15.5% | $10.01万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $73.20万 | 0.02% | 13,759 | -1,032 | -7.0% | -$5.49万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $73.20万 | 0.02% | 21,541 | 409 | 1.9% | $1.39万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $73.10万 | 0.02% | 5,527 | 4,484 | 429.9% | $59.31万 | 加仓 |
| TJX | TJX COS INC NEW | $72.50万 | 0.02% | 4,782 | -168 | -3.4% | -$2.55万 | 减仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $72.20万 | 0.02% | 21,692 | 4,576 | 26.7% | $15.23万 | 加仓 |
| NDAQ | NASDAQ INC | $71.50万 | 0.02% | 9,073 | 255 | 2.9% | $2.01万 | 加仓 |
| — | CALAMOS ETF TR | $71.30万 | 0.02% | 25,772 | -1,655 | -6.0% | -$4.58万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $71.20万 | 0.02% | 27,059 | 2,895 | 12.0% | $7.62万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $70.20万 | 0.02% | 5,986 | -1,619 | -21.3% | -$18.99万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $69.40万 | 0.02% | 7,063 | 1,199 | 20.4% | $11.78万 | 加仓 |
| WSO | WATSCO INC | $69.20万 | 0.02% | 1,659 | -330 | -16.6% | -$13.76万 | 减仓 |
| IJT | ISHARES TR | $69.00万 | 0.02% | 3,863 | -90 | -2.3% | -$1.61万 | 减仓 |
| ESGU | ISHARES TR | $69.00万 | 0.02% | 4,212 | 819 | 24.1% | $13.42万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.80万 | 0.02% | 11,930 | -308 | -2.5% | -$1.78万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $68.70万 | 0.02% | 28,740 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $68.70万 | 0.02% | 2,525 | -62 | -2.4% | -$1.69万 | 减仓 |
| SBUX | STARBUCKS CORP | $68.50万 | 0.02% | 6,695 | -151 | -2.2% | -$1.54万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $68.40万 | 0.02% | 27,090 | -10,210 | -27.4% | -$25.78万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $67.70万 | 0.02% | 28,384 | 1,992 | 7.5% | $4.75万 | 加仓 |
| PAVE | GLOBAL X FDS | $67.50万 | 0.02% | 11,461 | -1,268 | -10.0% | -$7.47万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $65.70万 | 0.02% | 16,788 | -887 | -5.0% | -$3.47万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $64.90万 | 0.01% | 19,789 | 5,108 | 34.8% | $16.75万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $64.00万 | 0.01% | 18,392 | -104 | -0.6% | -$3,619 | 减仓 |
| NVS | NOVARTIS AG | $63.80万 | 0.01% | 4,070 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $63.70万 | 0.01% | 2,919 | 931 | 46.8% | $20.32万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $63.60万 | 0.01% | 12,984 | -422 | -3.1% | -$2.07万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $63.60万 | 0.01% | 15,782 | 15,455 | 4,726.3% | $62.28万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $63.50万 | 0.01% | 4,388 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $63.40万 | 0.01% | 11,274 | 2 | 0.0% | $112 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $63.10万 | 0.01% | 7,133 | 1,229 | 20.8% | $10.87万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $62.90万 | 0.01% | 14,285 | -717 | -4.8% | -$3.16万 | 减仓 |
| XJH | ISHARES TR | $62.70万 | 0.01% | 12,021 | -526 | -4.2% | -$2.74万 | 减仓 |
| IWY | ISHARES TR | $62.60万 | 0.01% | 2,152 | -90 | -4.0% | -$2.62万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $62.40万 | 0.01% | 27,191 | -3,168 | -10.4% | -$7.27万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $62.00万 | 0.01% | 23,472 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $61.70万 | 0.01% | 7,140 | 5,327 | 293.8% | $46.03万 | 加仓 |
| SHM | SPDR SERIES TRUST | $61.40万 | 0.01% | 12,816 | 965 | 8.1% | $4.62万 | 加仓 |
| INTC | INTEL CORP | $59.50万 | 0.01% | 4,256 | -146 | -3.3% | -$2.04万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $59.20万 | 0.01% | 4,398 | 3,134 | 247.9% | $42.19万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $58.80万 | 0.01% | 13,656 | -722 | -5.0% | -$3.11万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $58.40万 | 0.01% | 4,610 | 3 | 0.1% | $380 | 加仓 |
| DSI | ISHARES TR | $58.40万 | 0.01% | 4,101 | 788 | 23.8% | $11.22万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $58.40万 | 0.01% | 14,861 | 6,198 | 71.5% | $24.36万 | 加仓 |
| — | CALAMOS ETF TR | $58.10万 | 0.01% | 20,937 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $57.90万 | 0.01% | 1,920 | -220 | -10.3% | -$6.63万 | 减仓 |
| — | SPDR INDEX SHS FDS | $57.40万 | 0.01% | 3,776 | 18 | 0.5% | $2,736 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $57.30万 | 0.01% | 10,852 | -466 | -4.1% | -$2.46万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $57.30万 | 0.01% | 586 | -14 | -2.3% | -$1.37万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $56.00万 | 0.01% | 3,431 | -486 | -12.4% | -$7.93万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $55.80万 | 0.01% | 12,104 | 2,521 | 26.3% | $11.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $55.40万 | 0.01% | 953 | -72 | -7.0% | -$4.19万 | 减仓 |
| WELL | WELLTOWER INC | $54.60万 | 0.01% | 2,405 | -56 | -2.3% | -$1.27万 | 减仓 |
| — | CALAMOS ETF TR | $54.30万 | 0.01% | 20,712 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $54.00万 | 0.01% | 3,404 | 262 | 8.3% | $4.16万 | 加仓 |
| DGRW | WISDOMTREE TR | $53.80万 | 0.01% | 5,622 | -30 | -0.5% | -$2,871 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $53.70万 | 0.01% | 11,688 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $53.60万 | 0.01% | 5,828 | 1,522 | 35.3% | $14.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $53.20万 | 0.01% | 22,452 | 0 | 0.0% | — | 不变 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $52.40万 | 0.01% | 11,642 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $51.80万 | 0.01% | 5,221 | 5,181 | 12,952.5% | $51.40万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $51.50万 | 0.01% | 8,908 | 19 | 0.2% | $1,098 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $51.20万 | 0.01% | 9,823 | 3,876 | 65.2% | $20.20万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $50.70万 | 0.01% | 10,539 | 2,641 | 33.4% | $12.71万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $50.40万 | 0.01% | 30,761 | 7,505 | 32.3% | $12.30万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $50.40万 | 0.01% | 3,945 | 1,169 | 42.1% | $14.93万 | 加仓 |
| CMI | CUMMINS INC | $50.20万 | 0.01% | 703 | -73 | -9.4% | -$5.21万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $50.00万 | 0.01% | 10,954 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $49.90万 | 0.01% | 780 | 403 | 106.9% | $25.78万 | 加仓 |
| D | DOMINION ENERGY INC | $49.80万 | 0.01% | 7,289 | 666 | 10.1% | $4.55万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $49.70万 | 0.01% | 2,019 | 38 | 1.9% | $9,354 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $49.60万 | 0.01% | 10,594 | 192 | 1.8% | $8,989 | 加仓 |
| RPM | RPM INTL INC | $49.30万 | 0.01% | 4,437 | 536 | 13.7% | $5.96万 | 加仓 |
| — | CALAMOS ETF TR | $48.90万 | 0.01% | 17,361 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $48.80万 | 0.01% | 2,435 | 470 | 23.9% | $9.42万 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $48.30万 | 0.01% | 66,245 | 0 | 0.0% | — | 不变 |