Capital Analysts, LLC
FORT WASHINGTON PA · SEC CIK 0001624758
$38.05亿2026Q1 申报市值
1,537持仓数
29.9%前十大占比 · 第一大 8.0%
125 / 60新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RWL 加仓+$7,980.07万
SPIB 加仓+$2,706.00万
CGMU 加仓+$1,427.16万
AVEM 加仓+$1,218.70万
SPYM 加仓+$1,215.62万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$2,507.81万
IVV 减仓-$1,172.72万
MUB 减仓-$1,035.37万
DEM 减仓-$891.02万
ITOT 减仓-$683.61万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $39.40万 | 0.01% | 1,988 | -140 | -6.6% | -$2.77万 | 减仓 |
| RPM | RPM INTL INC | $38.80万 | 0.01% | 3,901 | 193 | 5.2% | $1.92万 | 加仓 |
| CB | CHUBB LTD SWITZ | $38.70万 | 0.01% | 1,186 | 230 | 24.1% | $7.51万 | 加仓 |
| PSX | PHILLIPS 66 | $38.70万 | 0.01% | 2,124 | 1 | 0.0% | $182 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $38.30万 | 0.01% | 23,256 | 4,188 | 22.0% | $6.90万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $38.20万 | 0.01% | 19,012 | -3,336 | -14.9% | -$6.70万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $38.20万 | 0.01% | 2,926 | -180 | -5.8% | -$2.35万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $38.10万 | 0.01% | 7,837 | -20 | -0.3% | -$972 | 减仓 |
| ALL | ALLSTATE CORP | $37.90万 | 0.01% | 1,829 | -314 | -14.7% | -$6.51万 | 减仓 |
| IWP | ISHARES TR | $37.90万 | 0.01% | 2,957 | 894 | 43.3% | $11.46万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.90万 | 0.01% | 11,593 | 3,646 | 45.9% | $11.92万 | 加仓 |
| — | CALAMOS ETF TR | $37.40万 | 0.01% | 14,350 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $37.10万 | 0.01% | 11,180 | -1,135 | -9.2% | -$3.77万 | 减仓 |
| — | CALAMOS ETF TR | $37.10万 | 0.01% | 13,745 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $37.00万 | 0.01% | 17,199 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $37.00万 | 0.01% | 7,898 | 2,155 | 37.5% | $10.10万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $36.90万 | 0.01% | 1,325 | -93 | -6.6% | -$2.59万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $36.90万 | 0.01% | 8,641 | -1,338 | -13.4% | -$5.71万 | 减仓 |
| LRGF | ISHARES TR | $36.80万 | 0.01% | 5,576 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $36.80万 | 0.01% | 14,044 | 4,695 | 50.2% | $12.30万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $36.80万 | 0.01% | 4,306 | 3,291 | 324.2% | $28.13万 | 加仓 |
| MMM | 3M CO | $36.50万 | 0.01% | 2,509 | 1,658 | 194.8% | $24.12万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $36.30万 | 0.01% | 16,014 | 344 | 2.2% | $7,798 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $35.90万 | 0.01% | 1,965 | 17 | 0.9% | $3,106 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $35.30万 | 0.01% | 8,686 | 2,869 | 49.3% | $11.66万 | 加仓 |
| — | PACER FDS TR | $35.10万 | 0.01% | 6,497 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $35.10万 | 0.01% | 12,968 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $34.80万 | 0.01% | 1,839 | -2,311 | -55.7% | -$43.73万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $34.60万 | 0.01% | 8,288 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $34.20万 | 0.01% | 10,070 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK ETF TRUST | $34.10万 | 0.01% | 9,696 | -1 | -0.0% | -$35 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $34.10万 | 0.01% | 1,891 | 59 | 3.2% | $1.06万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $33.90万 | 0.01% | 10,778 | -729 | -6.3% | -$2.29万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $33.80万 | 0.01% | 7,376 | 213 | 3.0% | $9,761 | 加仓 |
| SMMV | ISHARES TR | $33.70万 | 0.01% | 7,741 | 7,741 | — | $33.70万 | 新建仓 |
| MINO | PIMCO ETF TR | $33.50万 | 0.01% | 7,418 | 571 | 8.3% | $2.58万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $33.40万 | 0.01% | 7,517 | 7,517 | — | $33.40万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.30万 | 0.01% | 12,924 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $33.00万 | 0.01% | 4,614 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $33.00万 | 0.01% | 13,931 | 33 | 0.2% | $782 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $32.90万 | 0.01% | 3,182 | 1,736 | 120.1% | $17.95万 | 加仓 |
| ESML | ISHARES TR | $32.10万 | 0.01% | 6,824 | 887 | 14.9% | $4.17万 | 加仓 |
| USMV | ISHARES TR | $31.80万 | 0.01% | 3,434 | -21,954 | -86.5% | -$203.30万 | 减仓 |
| STIP | ISHARES TR | $31.70万 | 0.01% | 3,071 | -12,505 | -80.3% | -$129.08万 | 减仓 |
| — | SSGA ACTIVE TR | $31.70万 | 0.01% | 11,682 | 4,506 | 62.8% | $12.23万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $31.60万 | 0.01% | 1,728 | 477 | 38.1% | $8.72万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $31.60万 | 0.01% | 6,008 | 1,279 | 27.0% | $6.73万 | 加仓 |
| KLAC | KLA CORP | $31.50万 | 0.01% | 214 | -11 | -4.9% | -$1.62万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $31.40万 | 0.01% | 4,520 | 3,026 | 202.5% | $21.02万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $31.20万 | 0.01% | 4,428 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $31.10万 | 0.01% | 8,663 | 8,663 | — | $31.10万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $31.00万 | 0.01% | 7,192 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $31.00万 | 0.01% | 6,491 | 3,015 | 86.7% | $14.40万 | 加仓 |
| ALC | ALCON AG | $30.90万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $30.90万 | 0.01% | 4,801 | 0 | 0.0% | — | 不变 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $30.90万 | 0.01% | 13,822 | 13,218 | 2,188.4% | $29.55万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $30.80万 | 0.01% | 9,489 | 563 | 6.3% | $1.83万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.70万 | 0.01% | 13,987 | -2,283 | -14.0% | -$5.01万 | 减仓 |
| IUSG | ISHARES TR | $30.60万 | 0.01% | 1,974 | -46 | -2.3% | -$7,131 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $30.60万 | 0.01% | 13,308 | 4,756 | 55.6% | $10.94万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $30.40万 | 0.01% | 2,776 | 589 | 26.9% | $6.45万 | 加仓 |
| — | CALAMOS ETF TR | $30.10万 | 0.01% | 11,151 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $29.90万 | 0.01% | 13,705 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $29.90万 | 0.01% | 8,784 | 440 | 5.3% | $1.50万 | 重新持有 |
| GAM | GENERAL AMERN INVS CO INC | $29.80万 | 0.01% | 5,102 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES ETF TRUST | $29.80万 | 0.01% | 9,475 | 767 | 8.8% | $2.41万 | 加仓 |
| ENB | ENBRIDGE INC | $29.80万 | 0.01% | 5,512 | 26 | 0.5% | $1,406 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $29.70万 | 0.01% | 13,675 | 21 | 0.2% | $456 | 加仓 |
| — | CALAMOS ETF TR | $29.00万 | 0.01% | 10,688 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $29.00万 | 0.01% | 335 | -13 | -3.7% | -$1.13万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $28.60万 | 0.01% | 5,947 | 5,657 | 1,950.7% | $27.21万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $28.40万 | 0.01% | 4,863 | 723 | 17.5% | $4.22万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $28.20万 | 0.01% | 11,374 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $28.00万 | 0.01% | 2,901 | 2,201 | 314.4% | $21.24万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $27.90万 | 0.01% | 2,273 | -700 | -23.5% | -$8.59万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $27.80万 | 0.01% | 4,931 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $27.60万 | 0.01% | 582 | -30 | -4.9% | -$1.42万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $27.40万 | 0.01% | 11,606 | -4,560 | -28.2% | -$10.77万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.40万 | 0.01% | 7,995 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $27.20万 | 0.01% | 13,194 | 1,268 | 10.6% | $2.61万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $27.10万 | 0.01% | 14,043 | -507 | -3.5% | -$9,784 | 减仓 |
| DAL | DELTA AIR LINES INC | $27.00万 | 0.01% | 4,052 | -25 | -0.6% | -$1,666 | 减仓 |
| PHM | PULTE GROUP INC | $27.00万 | 0.01% | 2,290 | 10 | 0.4% | $1,179 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.80万 | 0.01% | 3,310 | -69 | -2.0% | -$5,587 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $26.80万 | 0.01% | 13,417 | 2,482 | 22.7% | $4.96万 | 加仓 |
| SLB | SLB LIMITED | $26.80万 | 0.01% | 5,227 | -106 | -2.0% | -$5,435 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $26.80万 | 0.01% | 5,245 | 4,060 | 342.6% | $20.75万 | 加仓 |
| KR | KROGER CO | $26.80万 | 0.01% | 3,696 | 1,388 | 60.1% | $10.06万 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $26.70万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $26.50万 | 0.01% | 1,274 | -56 | -4.2% | -$1.16万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $26.30万 | 0.01% | 3,857 | -212 | -5.2% | -$1.45万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $26.10万 | 0.01% | 10,106 | 684 | 7.3% | $1.77万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.00万 | 0.01% | 7,994 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $25.50万 | 0.01% | 554 | 97 | 21.2% | $4.46万 | 加仓 |
| EQT | EQT CORP | $25.50万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $25.10万 | 0.01% | 6,287 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $24.80万 | 0.01% | 1,497 | 267 | 21.7% | $4.42万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.50万 | 0.01% | 11,386 | 9,888 | 660.1% | $21.28万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.40万 | 0.01% | 1,198 | 140 | 13.2% | $2.85万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $24.30万 | 0.01% | 5,636 | -1,181 | -17.3% | -$5.09万 | 减仓 |