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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3.52亿 | 8.11% | 4,003,540 | 27,833 | 0.7% | $244.60万 | 加仓 |
| IVV | ISHARES TR | $1.65亿 | 3.79% | 219,719 | 33,785 | 18.2% | $2,530.13万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.60亿 | 3.68% | 3,506,392 | 353,902 | 11.2% | $1,609.90万 | 加仓 |
| IEFA | ISHARES TR | $1.30亿 | 2.99% | 1,343,998 | 21,901 | 1.7% | $211.52万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $8,825.50万 | 2.03% | 2,637,621 | 116,868 | 4.6% | $391.04万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $8,800.90万 | 2.03% | 688,862 | -7,088 | -1.0% | -$90.56万 | 减仓 |
| IEMG | ISHARES INC | $8,263.40万 | 1.90% | 997,515 | -42,855 | -4.1% | -$355.01万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $7,801.00万 | 1.80% | 1,661,909 | 109,394 | 7.0% | $513.50万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $7,559.80万 | 1.74% | 1,862,959 | 23,483 | 1.3% | $95.29万 | 加仓 |
| TDTF | FLEXSHARES TR | $7,244.50万 | 1.67% | 3,047,739 | 77,588 | 2.6% | $184.43万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $6,920.70万 | 1.59% | 1,619,997 | 19,455 | 1.2% | $83.11万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6,297.40万 | 1.45% | 808,296 | 48,092 | 6.3% | $374.68万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $6,064.70万 | 1.40% | 1,190,333 | 99,997 | 9.2% | $509.48万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $6,017.00万 | 1.39% | 2,566,978 | 183,732 | 7.7% | $430.67万 | 加仓 |
| AAPL | APPLE INC | $5,655.70万 | 1.30% | 195,454 | -4,227 | -2.1% | -$122.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,867.30万 | 1.12% | 130,483 | 7,891 | 6.4% | $294.35万 | 加仓 |
| ITOT | ISHARES TR | $4,740.00万 | 1.09% | 288,546 | 2,806 | 1.0% | $46.09万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $4,112.70万 | 0.95% | 851,673 | 9,816 | 1.2% | $47.40万 | 加仓 |
| IVW | ISHARES TR | $4,093.00万 | 0.94% | 297,608 | 3,082 | 1.0% | $42.39万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,755.30万 | 0.87% | 552,168 | 20,092 | 3.8% | $136.65万 | 加仓 |
| GOOGL | ALPHABET INC | $3,680.40万 | 0.85% | 102,987 | 17,481 | 20.4% | $624.71万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $3,590.20万 | 0.83% | 578,034 | 122,188 | 26.8% | $758.92万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,497.90万 | 0.81% | 34,585 | -897 | -2.5% | -$90.72万 | 减仓 |
| DGRO | ISHARES TR | $3,435.80万 | 0.79% | 453,330 | -5,774 | -1.3% | -$43.76万 | 减仓 |
| IUSB | ISHARES TR | $3,304.30万 | 0.76% | 715,985 | 253,113 | 54.7% | $1,168.13万 | 加仓 |
| IAGG | ISHARES TR | $3,249.90万 | 0.75% | 642,283 | -40,021 | -5.9% | -$202.50万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $3,118.70万 | 0.72% | 960,188 | 95,741 | 11.1% | $310.97万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,962.40万 | 0.68% | 1,078,448 | 119,984 | 12.5% | $329.59万 | 加仓 |
| AVGO | BROADCOM INC | $2,840.40万 | 0.65% | 75,193 | -1,129 | -1.5% | -$42.65万 | 减仓 |
| GARP | ISHARES TR | $2,768.50万 | 0.64% | 335,370 | 4,353 | 1.3% | $35.93万 | 加仓 |
| RTX | RTX CORPORATION | $2,689.30万 | 0.62% | 141,743 | -2,069 | -1.4% | -$39.26万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,668.00万 | 0.61% | 224,220 | -2,512 | -1.1% | -$29.89万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $2,615.20万 | 0.60% | 516,643 | 107 | 0.0% | $5,416 | 加仓 |
| WMT | WALMART INC | $2,607.90万 | 0.60% | 230,262 | -2,340 | -1.0% | -$26.50万 | 减仓 |
| MS | MORGAN STANLEY | $2,534.70万 | 0.58% | 121,253 | -1,398 | -1.1% | -$29.22万 | 减仓 |
| C | CITIGROUP INC | $2,493.90万 | 0.57% | 178,188 | -55,893 | -23.9% | -$782.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,423.60万 | 0.56% | 121,129 | 36,340 | 42.9% | $727.11万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $2,420.60万 | 0.56% | 701,421 | 4,514 | 0.6% | $15.58万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,400.70万 | 0.55% | 164,304 | -3,109 | -1.9% | -$45.43万 | 减仓 |
| MUNI | PIMCO ETF TR | $2,395.10万 | 0.55% | 455,347 | 25,933 | 6.0% | $136.41万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,290.80万 | 0.53% | 485,351 | 77,901 | 19.1% | $367.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,281.20万 | 0.53% | 264,815 | 7,937 | 3.1% | $68.37万 | 加仓 |
| IVE | ISHARES TR | $2,237.60万 | 0.52% | 98,546 | -4,672 | -4.5% | -$106.08万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,142.20万 | 0.49% | 396,571 | 31,709 | 8.7% | $171.29万 | 加仓 |
| AMZN | AMAZON COM INC | $2,074.60万 | 0.48% | 87,047 | -4,843 | -5.3% | -$115.42万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $2,062.30万 | 0.48% | 501,777 | 46,740 | 10.3% | $192.10万 | 加仓 |
| DIS | DISNEY WALT CO | $2,055.30万 | 0.47% | 213,540 | 99,649 | 87.5% | $959.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,043.70万 | 0.47% | 93,779 | 3,766 | 4.2% | $82.07万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,007.10万 | 0.46% | 146,712 | 1,770 | 1.2% | $24.21万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,978.90万 | 0.46% | 205,091 | 15,821 | 8.4% | $152.66万 | 加仓 |
| V | VISA INC | $1,969.70万 | 0.45% | 57,412 | 1,404 | 2.5% | $48.17万 | 加仓 |
| PHYL | PGIM ETF TR | $1,948.40万 | 0.45% | 558,617 | 70,954 | 14.5% | $247.48万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,945.60万 | 0.45% | 519,389 | 77,730 | 17.6% | $291.17万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,839.20万 | 0.42% | 355,182 | 8,799 | 2.5% | $45.56万 | 加仓 |
| IJH | ISHARES TR | $1,833.50万 | 0.42% | 237,772 | 15,712 | 7.1% | $121.16万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,745.10万 | 0.40% | 167,860 | 1,630 | 1.0% | $16.95万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,732.50万 | 0.40% | 328,627 | -73,887 | -18.4% | -$389.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,725.30万 | 0.40% | 117,656 | 4,898 | 4.3% | $71.82万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,718.40万 | 0.40% | 41,379 | 1,235 | 3.1% | $51.29万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF | $1,692.40万 | 0.39% | 304,548 | 302,297 | 13,429.5% | $1,679.89万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $1,602.60万 | 0.37% | 571,327 | 571,327 | — | $1,602.60万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,601.40万 | 0.37% | 48,924 | -680 | -1.4% | -$22.26万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,595.50万 | 0.37% | 54,905 | 1,019 | 1.9% | $29.61万 | 加仓 |
| IGF | ISHARES TR | $1,587.50万 | 0.37% | 238,377 | -463 | -0.2% | -$3.08万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,559.80万 | 0.36% | 125,025 | 8,629 | 7.4% | $107.65万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,516.20万 | 0.35% | 51,717 | 1,532 | 3.1% | $44.91万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,492.30万 | 0.34% | 194,572 | 2,781 | 1.5% | $21.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,474.80万 | 0.34% | 29,474 | -1,357 | -4.4% | -$67.90万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,458.90万 | 0.34% | 30,549 | 527 | 1.8% | $25.17万 | 加仓 |
| IJR | ISHARES TR | $1,378.20万 | 0.32% | 92,927 | 783 | 0.8% | $11.61万 | 加仓 |
| EOG | EOG RES INC | $1,354.30万 | 0.31% | 104,396 | 892 | 0.9% | $11.57万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,348.90万 | 0.31% | 33,120 | 781 | 2.4% | $31.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,322.20万 | 0.30% | 35,733 | 448 | 1.3% | $16.58万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,320.40万 | 0.30% | 168,785 | 9,294 | 5.8% | $72.71万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $1,317.10万 | 0.30% | 517,732 | 26,058 | 5.3% | $66.29万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $1,307.90万 | 0.30% | 275,185 | 26,461 | 10.6% | $125.76万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,288.40万 | 0.30% | 486,183 | 49,391 | 11.3% | $130.89万 | 加仓 |
| BOND | PIMCO ETF TR | $1,269.80万 | 0.29% | 137,698 | 10,243 | 8.0% | $94.46万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,265.10万 | 0.29% | 83,601 | 5,828 | 7.5% | $88.19万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,262.40万 | 0.29% | 298,241 | 37,152 | 14.2% | $157.26万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,253.60万 | 0.29% | 247,480 | 47,811 | 23.9% | $242.18万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,252.80万 | 0.29% | 52,948 | -598 | -1.1% | -$14.15万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,239.60万 | 0.29% | 485,740 | 35,795 | 8.0% | $91.35万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,230.60万 | 0.28% | 75,234 | 3,348 | 4.7% | $54.76万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,205.30万 | 0.28% | 39,350 | 5,437 | 16.0% | $166.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,153.80万 | 0.27% | 161,947 | 22,132 | 15.8% | $157.68万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,149.70万 | 0.26% | 126,703 | 10,819 | 9.3% | $98.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,140.10万 | 0.26% | 138,463 | 15,371 | 12.5% | $126.56万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,129.50万 | 0.26% | 136,666 | 11,430 | 9.1% | $94.47万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $1,119.20万 | 0.26% | 394,362 | 217,393 | 122.8% | $616.96万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $1,115.60万 | 0.26% | 351,015 | 225,574 | 179.8% | $716.92万 | 加仓 |
| OEF | ISHARES TR | $1,106.20万 | 0.25% | 30,234 | -47 | -0.2% | -$1.72万 | 减仓 |
| EFA | ISHARES TR | $1,105.40万 | 0.25% | 106,413 | -1,208 | -1.1% | -$12.55万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $1,092.70万 | 0.25% | 216,925 | 117,023 | 117.1% | $589.47万 | 加仓 |
| DHI | D R HORTON INC | $1,082.10万 | 0.25% | 66,442 | -13,007 | -16.4% | -$211.84万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,061.80万 | 0.24% | 306,711 | 27,502 | 9.8% | $95.21万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,060.40万 | 0.24% | 187,759 | -21,341 | -10.2% | -$120.53万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,043.40万 | 0.24% | 131,393 | 7,544 | 6.1% | $59.91万 | 加仓 |
| GOOG | ALPHABET INC | $1,023.10万 | 0.24% | 28,955 | -1,095 | -3.6% | -$38.69万 | 减仓 |
| GOVT | ISHARES TR | $981.40万 | 0.23% | 430,843 | 153,520 | 55.4% | $349.70万 | 加仓 |