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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,668 | -100.0% | -$50.67万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -8,957 | -100.0% | -$50.54万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -944 | -100.0% | -$41.37万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -3,642 | -100.0% | -$40.13万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,759 | -100.0% | -$34.83万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,958 | -100.0% | -$34.45万 | 清仓 |
| PTNQ | PACER FDS TR | $0 | 0.00% | 0 | -4,303 | -100.0% | -$34.37万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -7,614 | -100.0% | -$33.22万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,326 | -100.0% | -$31.10万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$27.85万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,728 | -100.0% | -$26.00万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -979 | -100.0% | -$25.73万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,015 | -100.0% | -$24.67万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,851 | -100.0% | -$24.21万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -1,367 | -100.0% | -$23.62万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -396 | -100.0% | -$21.35万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,246 | -100.0% | -$20.80万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -2,913 | -100.0% | -$20.36万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -503 | -100.0% | -$20.16万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,205 | -100.0% | -$20.00万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -10,807 | -100.0% | -$8.53万 | 清仓 |