Capital Asset Advisory Services LLC
Williamston MI · SEC CIK 0001666024
$26.12亿2026Q1 申报市值
299持仓数
43.0%前十大占比 · 第一大 12.9%
34 / 22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
VO 加仓+$5,882.40万
BND 加仓+$1,777.35万
GSY 加仓+$1,096.11万
JPST 加仓+$933.46万
TFLO 加仓+$886.30万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$2,074.44万
AGG 减仓-$1,547.49万
IAU 减仓-$1,030.05万
HYMB 减仓-$700.77万
VTC 减仓-$693.87万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2,965.78万 | 1.14% | 70,940 | 10,306 | 17.0% | $430.86万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3,405.63万 | 1.30% | 666,463 | 46,113 | 7.4% | $235.64万 | 加仓 |
| USHY | ISHARES TR | $3,820.77万 | 1.46% | 1,024,609 | 6,324 | 0.6% | $23.58万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,894.44万 | 1.49% | 136,093 | 7,688 | 6.0% | $220.00万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,950.01万 | 1.51% | 533,714 | 240,150 | 81.8% | $1,777.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,144.64万 | 1.59% | 703,555 | -27,182 | -3.7% | -$160.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,252.15万 | 1.63% | 210,440 | 15,483 | 7.9% | $312.85万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $4,474.27万 | 1.71% | 667,303 | -28,951 | -4.2% | -$194.12万 | 减仓 |
| AAPL | APPLE INC | $4,932.85万 | 1.89% | 180,657 | 6,374 | 3.7% | $174.04万 | 加仓 |
| IJR | ISHARES TR | $5,415.56万 | 2.07% | 397,764 | -13,402 | -3.3% | -$182.47万 | 减仓 |
| PAVE | GLOBAL X FDS | $5,458.01万 | 2.09% | 983,958 | -6,521 | -0.7% | -$36.17万 | 减仓 |
| DDWM | WISDOMTREE TR | $5,502.47万 | 2.11% | 1,186,900 | 24,848 | 2.1% | $115.20万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $5,543.34万 | 2.12% | 716,102 | -89,636 | -11.1% | -$693.87万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $5,735.46万 | 2.20% | 325,342 | -13,424 | -4.0% | -$236.65万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $5,785.80万 | 2.22% | 1,144,116 | 184,588 | 19.2% | $933.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,796.78万 | 2.22% | 633,113 | 89,565 | 16.5% | $820.06万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,805.87万 | 2.22% | 641,037 | -113,730 | -15.1% | -$1,030.05万 | 减仓 |
| TFLO | ISHARES TR | $5,981.78万 | 2.29% | 1,182,871 | 175,263 | 17.4% | $886.30万 | 加仓 |
| COWZ | PACER FDS TR | $6,002.30万 | 2.30% | 950,031 | -25,813 | -2.6% | -$163.09万 | 减仓 |
| IJH | ISHARES TR | $6,562.24万 | 2.51% | 894,526 | 22,360 | 2.6% | $164.03万 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $6,909.23万 | 2.65% | 972,994 | 73,121 | 8.1% | $519.23万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $7,356.80万 | 2.82% | 1,468,130 | 218,741 | 17.5% | $1,096.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $7,868.00万 | 3.01% | 1,021,155 | 763,453 | 296.3% | $5,882.40万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,931.38万 | 3.80% | 2,013,662 | 31,056 | 1.6% | $153.17万 | 加仓 |
| IDEV | ISHARES TR | $1.16亿 | 4.45% | 1,298,019 | -58,483 | -4.3% | -$524.07万 | 减仓 |
| AGG | ISHARES TR | $1.61亿 | 6.18% | 1,617,571 | -154,997 | -8.7% | -$1,547.49万 | 减仓 |
| VV | VANGUARD INDEX FDS | $3.38亿 | 12.94% | 1,037,646 | -63,684 | -5.8% | -$2,074.44万 | 减仓 |