Certified Advisory Corp
ALTAMONTE SPRINGS FL · SEC CIK 0001731732
$12.40亿2026Q2 申报市值
327持仓数
24.7%前十大占比 · 第一大 4.0%
19 / 13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
VCSH 加仓+$2,401.51万
LMBS 加仓+$1,061.09万
FNDX 加仓+$303.36万
FVAL 加仓+$294.86万
JPIE 加仓+$209.49万
2026Q2 卖出最多 按季末市值估算
FBND 减仓-$2,214.10万
SPMB 清仓-$930.40万
SPTI 减仓-$660.16万
BIV 减仓-$574.68万
IHI 减仓-$440.99万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -415,543 | -100.0% | -$930.40万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -11,629 | -100.0% | -$197.30万 | 清仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -11,554 | -100.0% | -$58.93万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14,141 | -100.0% | -$35.23万 | 清仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -8,161 | -100.0% | -$31.62万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | -43,941 | -100.0% | -$30.27万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,882 | -100.0% | -$26.45万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -420 | -100.0% | -$23.66万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -7,098 | -100.0% | -$23.58万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -753 | -100.0% | -$21.04万 | 清仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -10,816 | -100.0% | -$20.18万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -15,001 | -100.0% | -$15.45万 | 清仓 |
| HLLY | HOLLEY INC | $0 | 0.00% | 0 | -21,191 | -100.0% | -$6.51万 | 清仓 |
| ADT | ADT INC DEL | $6.53万 | 0.01% | 10,039 | 2 | 0.0% | $13 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.19万 | 0.01% | 11,661 | 210 | 1.8% | $1,655 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $11.39万 | 0.01% | 24,500 | 0 | 0.0% | — | 不变 |
| — | VILLAGE FARMS INTL INC | $17.20万 | 0.01% | 86,000 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $20.09万 | 0.02% | 1,017 | -100 | -9.0% | -$1.98万 | 减仓 |
| O | REALTY INCOME CORP | $20.16万 | 0.02% | 3,254 | 3,254 | — | $20.16万 | 新建仓 |
| NEM | NEWMONT CORP | $20.19万 | 0.02% | 2,162 | 196 | 10.0% | $1.83万 | 加仓 |
| EQT | EQT CORP | $20.32万 | 0.02% | 3,821 | 11 | 0.3% | $585 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $20.35万 | 0.02% | 3,235 | 3,235 | — | $20.35万 | 新建仓 |
| SGOL | ETFS GOLD TR | $20.51万 | 0.02% | 5,364 | 5,364 | — | $20.51万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.69万 | 0.02% | 6,472 | 58 | 0.9% | $1,854 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $20.70万 | 0.02% | 1,349 | 1,349 | — | $20.70万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.87万 | 0.02% | 700 | 700 | — | $20.87万 | 新建仓 |
| PFE | PFIZER INC | $20.93万 | 0.02% | 8,691 | -2 | -0.0% | -$48 | 减仓 |
| ENB | ENBRIDGE INC | $21.27万 | 0.02% | 3,924 | 20 | 0.5% | $1,084 | 加仓 |
| HCA | HCA HEALTHCARE INC | $21.33万 | 0.02% | 547 | 1 | 0.2% | $390 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $21.36万 | 0.02% | 22,154 | -7 | -0.0% | -$67 | 减仓 |
| TIP | ISHARES TR | $21.63万 | 0.02% | 1,977 | 34 | 1.7% | $3,720 | 加仓 |
| EXPO | EXPONENT INC | $21.74万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $21.75万 | 0.02% | 7,511 | -1,048 | -12.2% | -$3.04万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.80万 | 0.02% | 444 | -165 | -27.1% | -$8.10万 | 重新持有 |
| XNTK | SPDR SERIES TRUST | $21.98万 | 0.02% | 563 | 563 | — | $21.98万 | 新建仓 |
| AGG | ISHARES TR | $22.26万 | 0.02% | 2,249 | -3 | -0.1% | -$297 | 减仓 |
| GWW | WW GRAINGER INC | $22.31万 | 0.02% | 164 | 164 | — | $22.31万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.36万 | 0.02% | 2,080 | -36 | -1.7% | -$3,870 | 减仓 |
| FISV | FISERV INC | $22.38万 | 0.02% | 4,563 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $22.50万 | 0.02% | 2,175 | 2,175 | — | $22.50万 | 新建仓 |
| — | PUTNAM ETF TRUST | $22.51万 | 0.02% | 28,385 | 8,568 | 43.2% | $6.79万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $22.87万 | 0.02% | 3,966 | 3,966 | — | $22.87万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $23.16万 | 0.02% | 3,376 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $23.25万 | 0.02% | 4,899 | 4,899 | — | $23.25万 | 新建仓 |
| HAP | VANECK ETF TRUST | $23.33万 | 0.02% | 3,400 | 3,400 | — | $23.33万 | 新建仓 |
| MCK | MCKESSON CORP | $23.34万 | 0.02% | 309 | -103 | -25.0% | -$7.78万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $23.72万 | 0.02% | 12,151 | -7,683 | -38.7% | -$15.00万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $23.77万 | 0.02% | 3,518 | -4 | -0.1% | -$270 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $23.89万 | 0.02% | 5,100 | 52 | 1.0% | $2,436 | 加仓 |
| AZO | AUTOZONE INC | $23.97万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $24.28万 | 0.02% | 1,676 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $24.79万 | 0.02% | 12,400 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $25.01万 | 0.02% | 799 | 62 | 8.4% | $1.94万 | 加仓 |
| WMB | WILLIAMS COS INC | $25.06万 | 0.02% | 3,371 | 50 | 1.5% | $3,717 | 加仓 |
| ICSH | ISHARES TR | $26.22万 | 0.02% | 5,183 | -2,075 | -28.6% | -$10.50万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $26.92万 | 0.02% | 5,314 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.04万 | 0.02% | 4,692 | 8 | 0.2% | $461 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $27.15万 | 0.02% | 1,250 | 0 | 0.0% | — | 重新持有 |
| WELL | WELLTOWER INC | $27.31万 | 0.02% | 1,203 | 4 | 0.3% | $908 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.88万 | 0.02% | 8,168 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.79万 | 0.02% | 3,251 | -396 | -10.9% | -$3.51万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $29.19万 | 0.02% | 1,554 | 1,554 | — | $29.19万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $29.33万 | 0.02% | 1,084 | -648 | -37.4% | -$17.53万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $29.47万 | 0.02% | 6,220 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $29.73万 | 0.02% | 237 | -109 | -31.5% | -$13.67万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $30.00万 | 0.02% | 14,731 | -7,362 | -33.3% | -$14.99万 | 减仓 |
| PSA | PUBLIC STORAGE | $30.22万 | 0.02% | 949 | 13 | 1.4% | $4,140 | 加仓 |
| IXUS | ISHARES TR | $30.35万 | 0.02% | 3,180 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $30.54万 | 0.02% | 3,513 | 11 | 0.3% | $956 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $30.62万 | 0.02% | 5,188 | -515 | -9.0% | -$3.04万 | 减仓 |
| EFA | ISHARES TR | $30.88万 | 0.02% | 2,972 | -746 | -20.1% | -$7.75万 | 减仓 |
| VV | VANGUARD INDEX FDS | $30.91万 | 0.02% | 899 | 189 | 26.6% | $6.50万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.92万 | 0.02% | 3,692 | 277 | 8.1% | $2.32万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $31.51万 | 0.03% | 6,905 | -298 | -4.1% | -$1.36万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $31.85万 | 0.03% | 8,997 | 257 | 2.9% | $9,098 | 加仓 |
| MGV | VANGUARD WORLD FD | $31.87万 | 0.03% | 1,950 | -147 | -7.0% | -$2.40万 | 减仓 |
| SMH | VANECK ETF TRUST | $33.75万 | 0.03% | 515 | 515 | — | $33.75万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.84万 | 0.03% | 2,901 | -639 | -18.1% | -$7.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.08万 | 0.03% | 1,008 | 40 | 4.1% | $1.35万 | 加仓 |
| IWN | ISHARES TR | $34.18万 | 0.03% | 1,545 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $35.01万 | 0.03% | 2,240 | -38 | -1.7% | -$5,939 | 减仓 |
| LOW | LOWES COS INC | $35.15万 | 0.03% | 1,594 | -27 | -1.7% | -$5,954 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $35.31万 | 0.03% | 4,251 | -498 | -10.5% | -$4.14万 | 减仓 |
| MCD | MCDONALDS CORP | $35.67万 | 0.03% | 1,320 | -26 | -1.9% | -$7,027 | 减仓 |
| SPYM | SPDR SERIES TRUST | $35.96万 | 0.03% | 4,092 | -5,796 | -58.6% | -$50.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $37.17万 | 0.03% | 1,049 | 4 | 0.4% | $1,417 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $37.18万 | 0.03% | 3,696 | -8,051 | -68.5% | -$80.98万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $37.19万 | 0.03% | 6,282 | -406 | -6.1% | -$2.40万 | 减仓 |
| IQLT | ISHARES TR | $38.56万 | 0.03% | 7,781 | -503 | -6.1% | -$2.49万 | 减仓 |
| — | RBB FUND TRUST | $38.68万 | 0.03% | 26,259 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $38.96万 | 0.03% | 4,439 | 343 | 8.4% | $3.01万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $39.92万 | 0.03% | 3,868 | -376 | -8.9% | -$3.88万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $40.45万 | 0.03% | 8,784 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $40.65万 | 0.03% | 7,962 | 723 | 10.0% | $3.69万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $40.69万 | 0.03% | 6,794 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $41.09万 | 0.03% | 2,544 | 4 | 0.2% | $646 | 加仓 |
| VFH | VANGUARD WORLD FD | $41.29万 | 0.03% | 3,137 | -519 | -14.2% | -$6.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $41.73万 | 0.03% | 4,599 | -495 | -9.7% | -$4.49万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $41.86万 | 0.03% | 4,341 | -290 | -6.3% | -$2.80万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $41.91万 | 0.03% | 7,434 | 102 | 1.4% | $5,750 | 加仓 |