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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $19.20万 | 0.00% | 1,596 | 1 | 0.1% | $120 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $19.20万 | 0.00% | 1,320 | -86 | -6.1% | -$1.25万 | 减仓 |
| OMC | OMNICOM GROUP INC | $19.20万 | 0.00% | 2,637 | 2,481 | 1,590.4% | $18.06万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $19.10万 | 0.00% | 9,046 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $19.10万 | 0.00% | 5,309 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $19.10万 | 0.00% | 5,628 | 5,628 | — | $19.10万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $18.70万 | 0.00% | 8,892 | 4 | 0.0% | $84 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $18.50万 | 0.00% | 5,565 | 7 | 0.1% | $233 | 加仓 |
| RAAX | VANECK ETF TRUST | $18.40万 | 0.00% | 4,624 | 1,816 | 64.7% | $7.23万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $18.30万 | 0.00% | 5,206 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $18.30万 | 0.00% | 6,581 | 49 | 0.8% | $1,363 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $18.30万 | 0.00% | 27,205 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $18.30万 | 0.00% | 7,337 | 2,049 | 38.7% | $5.11万 | 加仓 |
| DIVB | ISHARES TR | $18.30万 | 0.00% | 2,966 | 2,644 | 821.1% | $16.31万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $18.10万 | 0.00% | 2,041 | -242 | -10.6% | -$2.15万 | 减仓 |
| AZN | ASTRAZENECA PLC | $18.10万 | 0.00% | 962 | 148 | 18.2% | $2.78万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $18.00万 | 0.00% | 3,058 | -696 | -18.5% | -$4.10万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $17.70万 | 0.00% | 4,201 | 3,129 | 291.9% | $13.18万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $17.60万 | 0.00% | 2,613 | 0 | 0.0% | — | 不变 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $17.50万 | 0.00% | 8,430 | -29 | -0.3% | -$602 | 减仓 |
| TTE | TOTALENERGIES SE | $17.40万 | 0.00% | 2,236 | -43 | -1.9% | -$3,346 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $17.40万 | 0.00% | 4,009 | 403 | 11.2% | $1.75万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $17.30万 | 0.00% | 5,520 | -13 | -0.2% | -$407 | 减仓 |
| — | INNOVATOR ETFS TRUST | $17.30万 | 0.00% | 5,607 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $17.30万 | 0.00% | 1,885 | 305 | 19.3% | $2.80万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $17.10万 | 0.00% | 8,916 | -5,127 | -36.5% | -$9.83万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $17.00万 | 0.00% | 1,729 | 435 | 33.6% | $4.28万 | 加仓 |
| NKE | NIKE INC | $16.90万 | 0.00% | 4,128 | 22 | 0.5% | $901 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $16.60万 | 0.00% | 3,006 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $16.50万 | 0.00% | 3,948 | 1,856 | 88.7% | $7.76万 | 加仓 |
| KIM | KIMCO REALTY CORP | $16.40万 | 0.00% | 6,478 | 50 | 0.8% | $1,266 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $16.40万 | 0.00% | 6,804 | 1,156 | 20.5% | $2.79万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $16.40万 | 0.00% | 713 | -30 | -4.0% | -$6,900 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.30万 | 0.00% | 5,728 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $16.30万 | 0.00% | 814 | 254 | 45.4% | $5.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $16.20万 | 0.00% | 5,210 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $16.20万 | 0.00% | 5,404 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $16.10万 | 0.00% | 4,400 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $16.00万 | 0.00% | 2,887 | -809 | -21.9% | -$4.48万 | 减仓 |
| MGV | VANGUARD WORLD FD | $16.00万 | 0.00% | 979 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST | $16.00万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $16.00万 | 0.00% | 598 | 59 | 10.9% | $1.58万 | 加仓 |
| — | CALAMOS ETF TR | $15.90万 | 0.00% | 5,328 | 1,536 | 40.5% | $4.58万 | 加仓 |
| CCK | CROWN HLDGS INC | $15.60万 | 0.00% | 1,399 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $15.60万 | 0.00% | 1,771 | 1 | 0.1% | $88 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $15.50万 | 0.00% | 6,625 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $15.50万 | 0.00% | 6,745 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $15.50万 | 0.00% | 3,253 | -108 | -3.2% | -$5,146 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.40万 | 0.00% | 4,537 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $15.20万 | 0.00% | 1,479 | -374 | -20.2% | -$3.84万 | 减仓 |
| WY | WEYERHAEUSER CO | $15.20万 | 0.00% | 6,339 | -169 | -2.6% | -$4,052 | 减仓 |
| AFL | AFLAC INC | $15.20万 | 0.00% | 1,294 | 1 | 0.1% | $117 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $15.00万 | 0.00% | 1,227 | 782 | 175.7% | $9.56万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $14.90万 | 0.00% | 6,274 | -146 | -2.3% | -$3,467 | 减仓 |
| J | JACOBS SOLUTIONS INC | $14.80万 | 0.00% | 1,174 | -10 | -0.8% | -$1,261 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $14.80万 | 0.00% | 801 | 130 | 19.4% | $2.40万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $14.80万 | 0.00% | 3,752 | 3,249 | 645.9% | $12.82万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $14.70万 | 0.00% | 2,007 | -5 | -0.2% | -$366 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $14.50万 | 0.00% | 2,304 | -72 | -3.0% | -$4,531 | 减仓 |
| KVUE | KENVUE INC | $14.50万 | 0.00% | 7,589 | -182 | -2.3% | -$3,477 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $14.50万 | 0.00% | 639 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $14.40万 | 0.00% | 1,346 | -2 | -0.1% | -$214 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $14.20万 | 0.00% | 1,415 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $14.20万 | 0.00% | 863 | -43 | -4.7% | -$7,075 | 减仓 |
| SHYD | VANECK ETF TRUST | $14.10万 | 0.00% | 6,178 | 3,337 | 117.5% | $7.62万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $14.00万 | 0.00% | 5,404 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $14.00万 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $13.80万 | 0.00% | 2,496 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $13.70万 | 0.00% | 5,166 | 1,427 | 38.2% | $3.78万 | 加仓 |
| USB | US BANCORP | $13.60万 | 0.00% | 2,244 | -206 | -8.4% | -$1.25万 | 减仓 |
| PAYX | PAYCHEX INC | $13.40万 | 0.00% | 1,359 | -172 | -11.2% | -$1.70万 | 减仓 |
| CTVA | CORTEVA INC | $13.40万 | 0.00% | 1,579 | -12 | -0.8% | -$1,018 | 减仓 |
| ROST | ROSS STORES INC | $13.20万 | 0.00% | 624 | -8 | -1.3% | -$1,692 | 减仓 |
| FLOT | ISHARES TR | $13.20万 | 0.00% | 2,599 | 90 | 3.6% | $4,571 | 加仓 |
| — | CALAMOS ETF TR | $13.20万 | 0.00% | 4,762 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $13.20万 | 0.00% | 389 | 247 | 173.9% | $8.38万 | 加仓 |
| ICVT | ISHARES TR | $13.10万 | 0.00% | 1,080 | -4,865 | -81.8% | -$59.01万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $12.80万 | 0.00% | 2,402 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $12.70万 | 0.00% | 1,072 | -657 | -38.0% | -$7.78万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $12.70万 | 0.00% | 568 | -139 | -19.7% | -$3.11万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.70万 | 0.00% | 3,050 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $12.70万 | 0.00% | 4,193 | 1,562 | 59.4% | $4.73万 | 加仓 |
| SMMU | PIMCO ETF TR | $12.40万 | 0.00% | 2,452 | 915 | 59.5% | $4.63万 | 加仓 |
| ITA | ISHARES TR | $12.40万 | 0.00% | 512 | 324 | 172.3% | $7.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $12.40万 | 0.00% | 3,545 | 3,545 | — | $12.40万 | 新建仓 |
| AON | AON PLC | $12.20万 | 0.00% | 367 | -35 | -8.7% | -$1.16万 | 减仓 |
| VALE | VALE S A | $12.20万 | 0.00% | 8,087 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $12.20万 | 0.00% | 1,516 | 500 | 49.2% | $4.02万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $12.10万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $12.10万 | 0.00% | 1,052 | 51 | 5.1% | $5,866 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $12.00万 | 0.00% | 1,029 | -467 | -31.2% | -$5.45万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $11.90万 | 0.00% | 2,200 | -152 | -6.5% | -$8,222 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $11.90万 | 0.00% | 2,866 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $11.90万 | 0.00% | 1,478 | 1 | 0.1% | $81 | 加仓 |
| EWJ | ISHARES INC | $11.90万 | 0.00% | 1,285 | 5 | 0.4% | $463 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.70万 | 0.00% | 3,236 | -43 | -1.3% | -$1,555 | 减仓 |
| LCTD | BLACKROCK ETF TRUST | $11.60万 | 0.00% | 2,012 | 311 | 18.3% | $1.79万 | 加仓 |
| SRE | SEMPRA | $11.50万 | 0.00% | 1,237 | -4 | -0.3% | -$372 | 减仓 |
| MFC | MANULIFE FINL CORP | $11.50万 | 0.00% | 2,846 | 17 | 0.6% | $687 | 加仓 |
| UEVM | VICTORY PORTFOLIOS II | $11.50万 | 0.00% | 1,990 | 552 | 38.4% | $3.19万 | 加仓 |