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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $9.80万 | 0.00% | 2,639 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.80万 | 0.00% | 3,107 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR ETF TRUST | $9.80万 | 0.00% | 3,181 | -104 | -3.2% | -$3,204 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $9.80万 | 0.00% | 3,739 | 1,885 | 101.7% | $4.94万 | 加仓 |
| MFC | MANULIFE FINL CORP | $9.70万 | 0.00% | 2,829 | -181 | -6.0% | -$6,206 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $9.70万 | 0.00% | 1,602 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $9.60万 | 0.00% | 1,809 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.50万 | 0.00% | 3,817 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $9.50万 | 0.00% | 2,061 | 89 | 4.5% | $4,102 | 加仓 |
| SJNK | SPDR SERIES TRUST | $9.50万 | 0.00% | 3,788 | 751 | 24.7% | $1.88万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $9.40万 | 0.00% | 1,701 | 1 | 0.1% | $55 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $9.40万 | 0.00% | 1,154 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $9.30万 | 0.00% | 1,875 | 17 | 0.9% | $843 | 加仓 |
| VEEV | VEEVA SYS INC | $9.20万 | 0.00% | 524 | -32 | -5.8% | -$5,618 | 减仓 |
| CTAS | CINTAS CORP | $9.20万 | 0.00% | 545 | 6 | 1.1% | $1,013 | 加仓 |
| HYLB | DBX ETF TR | $9.20万 | 0.00% | 2,548 | -96 | -3.6% | -$3,466 | 减仓 |
| BIIB | BIOGEN INC | $9.20万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $9.10万 | 0.00% | 1,342 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $9.10万 | 0.00% | 2,861 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $9.10万 | 0.00% | 539 | 539 | — | $9.10万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $9.00万 | 0.00% | 1,138 | -59 | -4.9% | -$4,666 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $8.90万 | 0.00% | 5,012 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $8.90万 | 0.00% | 2,532 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $8.80万 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| CAPE | DOUBLELINE ETF TRUST | $8.80万 | 0.00% | 2,846 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $8.80万 | 0.00% | 1,888 | 127 | 7.2% | $5,919 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $8.80万 | 0.00% | 211 | 27 | 14.7% | $1.13万 | 加仓 |
| JNK | SPDR SERIES TRUST | $8.70万 | 0.00% | 909 | -2,515 | -73.5% | -$24.07万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $8.70万 | 0.00% | 4,529 | 3,339 | 280.6% | $6.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.70万 | 0.00% | 2,929 | 2,929 | — | $8.70万 | 新建仓 |
| UITB | VICTORY PORTFOLIOS II | $8.60万 | 0.00% | 1,825 | 740 | 68.2% | $3.49万 | 加仓 |
| SYY | SYSCO CORP | $8.50万 | 0.00% | 1,189 | 3 | 0.3% | $214 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.50万 | 0.00% | 3,096 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $8.40万 | 0.00% | 237 | -426 | -64.3% | -$15.10万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $8.40万 | 0.00% | 1,939 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECS CORP | $8.40万 | 0.00% | 1,699 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $8.30万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $8.30万 | 0.00% | 302 | 2 | 0.7% | $550 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.30万 | 0.00% | 2,471 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.30万 | 0.00% | 2,499 | 1,351 | 117.7% | $4.49万 | 加仓 |
| FLTR | VANECK ETF TRUST | $8.30万 | 0.00% | 3,271 | 3,271 | — | $8.30万 | 新建仓 |
| IVLU | ISHARES TR | $8.30万 | 0.00% | 2,092 | 2,092 | — | $8.30万 | 新建仓 |
| IQDG | WISDOMTREE TR | $8.20万 | 0.00% | 2,042 | -2,529 | -55.3% | -$10.16万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $8.20万 | 0.00% | 2,016 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $8.20万 | 0.00% | 1,181 | 5 | 0.4% | $347 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $8.20万 | 0.00% | 3,900 | 2,566 | 192.4% | $5.40万 | 加仓 |
| UEVM | VICTORY PORTFOLIOS II | $8.20万 | 0.00% | 1,438 | 1,438 | — | $8.20万 | 新建仓 |
| WAB | WABTEC | $8.10万 | 0.00% | 326 | -26 | -7.4% | -$6,460 | 减仓 |
| XEL | XCEL ENERGY INC | $8.10万 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $8.10万 | 0.00% | 3,231 | 695 | 27.4% | $1.74万 | 加仓 |
| EMB | ISHARES TR | $8.00万 | 0.00% | 855 | -10,320 | -92.3% | -$96.56万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8.00万 | 0.00% | 1,353 | -67 | -4.7% | -$3,962 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $8.00万 | 0.00% | 1,971 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $8.00万 | 0.00% | 265 | 74 | 38.7% | $2.23万 | 加仓 |
| VLUE | ISHARES TR | $8.00万 | 0.00% | 560 | 560 | — | $8.00万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $7.90万 | 0.00% | 1,739 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $7.80万 | 0.00% | 1,125 | 2 | 0.2% | $139 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $7.80万 | 0.00% | 1,859 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $7.80万 | 0.00% | 1,537 | 1,537 | — | $7.80万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $7.70万 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $7.70万 | 0.00% | 1,004 | 3 | 0.3% | $230 | 加仓 |
| FNV | FRANCO NEV CORP | $7.60万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7.40万 | 0.00% | 1,028 | -27 | -2.6% | -$1,944 | 减仓 |
| TIPX | SPDR SERIES TRUST | $7.40万 | 0.00% | 3,831 | -140 | -3.5% | -$2,704 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.40万 | 0.00% | 2,189 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $7.40万 | 0.00% | 398 | -12 | -2.9% | -$2,231 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $7.40万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $7.30万 | 0.00% | 2,045 | -204 | -9.1% | -$7,282 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $7.20万 | 0.00% | 1,446 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $7.20万 | 0.00% | 1,142 | 5 | 0.4% | $315 | 加仓 |
| — | INNOVATOR ETFS TRUST | $7.20万 | 0.00% | 2,631 | 2,631 | — | $7.20万 | 新建仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $7.10万 | 0.00% | 1,235 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7.00万 | 0.00% | 1,812 | -148 | -7.6% | -$5,717 | 减仓 |
| UNM | UNUM GROUP | $7.00万 | 0.00% | 958 | 6 | 0.6% | $438 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $7.00万 | 0.00% | 727 | 2 | 0.3% | $193 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $7.00万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.90万 | 0.00% | 1,804 | 371 | 25.9% | $1.42万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $6.90万 | 0.00% | 1,693 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $6.90万 | 0.00% | 1,443 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $6.80万 | 0.00% | 609 | -222 | -26.7% | -$2.48万 | 减仓 |
| VLTO | VERALTO CORP | $6.80万 | 0.00% | 774 | -18 | -2.3% | -$1,581 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6.80万 | 0.00% | 2,363 | 0 | 0.0% | — | 不变 |
| FID | FIRST TR EXCHANGE TRADED FD | $6.80万 | 0.00% | 3,228 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $6.80万 | 0.00% | 924 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $6.70万 | 0.00% | 3,269 | -11,756 | -78.2% | -$24.09万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $6.70万 | 0.00% | 1,093 | -34 | -3.0% | -$2,084 | 减仓 |
| ACWV | ISHARES INC | $6.60万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.60万 | 0.00% | 2,266 | 2,266 | — | $6.60万 | 新建仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $6.50万 | 0.00% | 1,030 | -20,879 | -95.3% | -$131.76万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $6.50万 | 0.00% | 1,626 | -1,077 | -39.8% | -$4.31万 | 减仓 |
| — | CALAMOS ETF TR | $6.50万 | 0.00% | 2,418 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.50万 | 0.00% | 2,482 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $6.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $6.40万 | 0.00% | 2,841 | -1,977 | -41.0% | -$4.45万 | 减仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $6.40万 | 0.00% | 1,938 | -178 | -8.4% | -$5,878 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $6.40万 | 0.00% | 879 | -67 | -7.1% | -$4,878 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $6.40万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $6.40万 | 0.00% | 2,903 | 73 | 2.6% | $1,609 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $6.30万 | 0.00% | 8,178 | 184 | 2.3% | $1,417 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $6.30万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |