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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $48.30万 | 0.01% | 9,007 | 740 | 9.0% | $3.97万 | 加仓 |
| — | CALAMOS ETF TR | $47.90万 | 0.01% | 17,488 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR ETF TRUST | $47.60万 | 0.01% | 16,247 | 13,066 | 410.8% | $38.28万 | 加仓 |
| MCK | MCKESSON CORP | $47.40万 | 0.01% | 628 | 293 | 87.5% | $22.11万 | 加仓 |
| SUSC | ISHARES TR | $47.20万 | 0.01% | 20,388 | 1,374 | 7.2% | $3.18万 | 加仓 |
| GLD | SPDR GOLD TR | $47.10万 | 0.01% | 1,279 | -12 | -0.9% | -$4,419 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $46.80万 | 0.01% | 10,448 | 545 | 5.5% | $2.44万 | 加仓 |
| SYK | STRYKER CORPORATION | $46.20万 | 0.01% | 1,469 | 85 | 6.1% | $2.67万 | 加仓 |
| MO | ALTRIA GROUP INC | $46.10万 | 0.01% | 6,403 | 14 | 0.2% | $1,008 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $45.70万 | 0.01% | 18,359 | -438 | -2.3% | -$1.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $44.70万 | 0.01% | 14,294 | -2,595 | -15.4% | -$8.12万 | 减仓 |
| SGOL | ETFS GOLD TR | $44.10万 | 0.01% | 11,539 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $43.90万 | 0.01% | 970 | -985 | -50.4% | -$44.58万 | 减仓 |
| NRG | NRG ENERGY INC | $43.90万 | 0.01% | 3,007 | -37 | -1.2% | -$5,402 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $43.70万 | 0.01% | 8,955 | 314 | 3.6% | $1.53万 | 加仓 |
| ALL | ALLSTATE CORP | $43.50万 | 0.01% | 1,829 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $43.20万 | 0.01% | 9,295 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $43.10万 | 0.01% | 15,025 | 720 | 5.0% | $2.07万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $43.00万 | 0.01% | 16,681 | 6,575 | 65.1% | $16.95万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $42.60万 | 0.01% | 17,288 | -529 | -3.0% | -$1.30万 | 减仓 |
| VDE | VANGUARD WORLD FD | $42.20万 | 0.01% | 2,811 | -419 | -13.0% | -$6.29万 | 减仓 |
| LRGF | ISHARES TR | $42.20万 | 0.01% | 5,576 | 0 | 0.0% | — | 不变 |
| PBFR | PGIM ROCK ETF TR | $42.10万 | 0.01% | 13,753 | 6,998 | 103.6% | $21.42万 | 加仓 |
| CB | CHUBB LIMITED | $42.00万 | 0.01% | 1,233 | 47 | 4.0% | $1.60万 | 加仓 |
| IGSB | ISHARES TR | $41.90万 | 0.01% | 7,988 | 82 | 1.0% | $4,301 | 加仓 |
| BP | BP PLC | $41.70万 | 0.01% | 11,279 | -34 | -0.3% | -$1,257 | 减仓 |
| MMM | 3M CO | $41.70万 | 0.01% | 2,576 | 67 | 2.7% | $1.08万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $41.40万 | 0.01% | 5,306 | 786 | 17.4% | $6.13万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $41.10万 | 0.01% | 17,546 | 3,724 | 26.9% | $8.72万 | 加仓 |
| WFC | WELLS FARGO & CO | $40.90万 | 0.01% | 4,943 | -18 | -0.4% | -$1,489 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $40.80万 | 0.01% | 37,376 | 9 | 0.0% | $98 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $40.50万 | 0.01% | 650 | 130 | 25.0% | $8.10万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $40.50万 | 0.01% | 19,725 | 6,531 | 49.5% | $13.41万 | 加仓 |
| T | AT&T INC | $40.40万 | 0.01% | 19,529 | -61 | -0.3% | -$1,262 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $40.00万 | 0.01% | 15,479 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $40.00万 | 0.01% | 9,864 | 1,178 | 13.6% | $4.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.90万 | 0.01% | 17,199 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $39.90万 | 0.01% | 1,063 | -262 | -19.8% | -$9.83万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $39.70万 | 0.01% | 32,953 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $39.60万 | 0.01% | 7,837 | 0 | 0.0% | — | 不变 |
| — | SSGA ACTIVE TR | $39.30万 | 0.01% | 14,392 | 2,710 | 23.2% | $7.40万 | 加仓 |
| GUNR | FLEXSHARES TR | $39.10万 | 0.01% | 7,932 | -2,447 | -23.6% | -$12.06万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.10万 | 0.01% | 11,593 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $38.70万 | 0.01% | 2,054 | 80 | 4.1% | $1.51万 | 加仓 |
| — | CALAMOS ETF TR | $38.40万 | 0.01% | 14,350 | 0 | 0.0% | — | 不变 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $38.40万 | 0.01% | 10,778 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $38.30万 | 0.01% | 13,745 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $38.30万 | 0.01% | 6,497 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $37.90万 | 0.01% | 16,139 | 2,831 | 21.3% | $6.65万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $37.80万 | 0.01% | 15,395 | -445 | -2.8% | -$1.09万 | 减仓 |
| SMOT | VANECK ETF TRUST | $37.70万 | 0.01% | 9,695 | -1 | -0.0% | -$39 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.60万 | 0.01% | 10,070 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $37.20万 | 0.01% | 2,211 | -130 | -5.6% | -$2.19万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $37.10万 | 0.01% | 1,270 | -820 | -39.2% | -$23.95万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $36.90万 | 0.01% | 4,766 | 152 | 3.3% | $1.18万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $36.90万 | 0.01% | 7,637 | 1,146 | 17.7% | $5.54万 | 加仓 |
| — | CALAMOS ETF TR | $36.30万 | 0.01% | 12,968 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $36.20万 | 0.01% | 6,473 | -351 | -5.1% | -$1.96万 | 减仓 |
| DAL | DELTA AIR LINES INC | $36.20万 | 0.01% | 3,865 | -187 | -4.6% | -$1.75万 | 减仓 |
| SHEL | SHELL PLC | $36.10万 | 0.01% | 4,659 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $36.00万 | 0.01% | 2,127 | 3 | 0.1% | $508 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $35.90万 | 0.01% | 15,840 | -174 | -1.1% | -$3,944 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $35.90万 | 0.01% | 8,288 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $35.90万 | 0.01% | 7,976 | 459 | 6.1% | $2.07万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.90万 | 0.01% | 12,924 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $35.80万 | 0.01% | 827 | 783 | 1,779.5% | $33.90万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $35.50万 | 0.01% | 11,810 | 4,936 | 71.8% | $14.84万 | 加仓 |
| SMMV | ISHARES TR | $35.40万 | 0.01% | 7,684 | -57 | -0.7% | -$2,626 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $35.30万 | 0.01% | 2,602 | -4,774 | -64.7% | -$64.77万 | 减仓 |
| PFE | PFIZER INC | $35.10万 | 0.01% | 14,560 | -14 | -0.1% | -$338 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $35.10万 | 0.01% | 3,110 | -72 | -2.3% | -$8,126 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $35.10万 | 0.01% | 9,786 | 311 | 3.3% | $1.12万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $35.00万 | 0.01% | 2,810 | -265 | -8.6% | -$3.30万 | 减仓 |
| MINO | PIMCO ETF TR | $34.90万 | 0.01% | 7,619 | 201 | 2.7% | $9,207 | 加仓 |
| LEMB | ISHARES INC | $34.90万 | 0.01% | 8,230 | 2,543 | 44.7% | $10.78万 | 加仓 |
| — | CALAMOS ETF TR | $34.60万 | 0.01% | 12,509 | -3,901 | -23.8% | -$10.79万 | 减仓 |
| SO | SOUTHERN CO | $34.40万 | 0.01% | 3,591 | 690 | 23.8% | $6.61万 | 加仓 |
| IWN | ISHARES TR | $34.30万 | 0.01% | 1,549 | -290 | -15.8% | -$6.42万 | 减仓 |
| SUSB | ISHARES TR | $34.30万 | 0.01% | 13,725 | 9,202 | 203.4% | $23.00万 | 加仓 |
| PWR | QUANTA SVCS INC | $34.30万 | 0.01% | 477 | 476 | 47,600.0% | $34.23万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $34.00万 | 0.01% | 1,892 | 1 | 0.1% | $180 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $34.00万 | 0.01% | 8,952 | -537 | -5.7% | -$2.04万 | 减仓 |
| ADBE | ADOBE INC | $33.70万 | 0.01% | 1,644 | -597 | -26.6% | -$12.24万 | 减仓 |
| SMMD | ISHARES TR | $33.50万 | 0.01% | 3,655 | 555 | 17.9% | $5.09万 | 加仓 |
| USMV | ISHARES TR | $33.30万 | 0.01% | 3,455 | 21 | 0.6% | $2,024 | 加仓 |
| AVAV | AEROVIRONMENT INC | $33.30万 | 0.01% | 2,019 | 291 | 16.8% | $4.80万 | 加仓 |
| AOR | ISHARES TR | $33.30万 | 0.01% | 4,803 | 2 | 0.0% | $139 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $33.10万 | 0.01% | 13,981 | 50 | 0.4% | $1,184 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.90万 | 0.01% | 13,987 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $32.80万 | 0.01% | 1,713 | 1,480 | 635.2% | $28.34万 | 加仓 |
| URI | UNITED RENTALS INC | $32.70万 | 0.01% | 289 | -3 | -1.0% | -$3,394 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $32.50万 | 0.01% | 8,784 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $32.40万 | 0.01% | 3,928 | 4 | 0.1% | $330 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $31.50万 | 0.01% | 15,691 | -3,321 | -17.5% | -$6.67万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $31.50万 | 0.01% | 7,192 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $31.50万 | 0.01% | 1,279 | 5 | 0.4% | $1,231 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $31.40万 | 0.01% | 5,674 | -334 | -5.6% | -$1.85万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $31.40万 | 0.01% | 4,249 | -179 | -4.0% | -$1.32万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $31.10万 | 0.01% | 6,645 | 3,200 | 92.9% | $14.98万 | 加仓 |
| — | CALAMOS ETF TR | $31.00万 | 0.01% | 11,151 | 0 | 0.0% | — | 不变 |