Certified Advisory Corp
ALTAMONTE SPRINGS FL · SEC CIK 0001731732
$11.15亿2026Q1 申报市值
318持仓数
23.5%前十大占比 · 第一大 3.8%
16 / 13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
GARP 加仓+$624.95万
AVUV 加仓+$493.37万
FENI 加仓+$339.18万
IEFA 加仓+$251.92万
FBND 加仓+$215.56万
2026Q1 卖出最多 按季末市值估算
IUSV 减仓-$464.23万
FLQM 清仓-$411.70万
VTV 减仓-$255.38万
COWZ 减仓-$214.17万
CALF 减仓-$206.95万
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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $40.42万 | 0.04% | 1,655 | 6 | 0.4% | $1,465 | 加仓 |
| UNP | UNION PAC CORP | $40.48万 | 0.04% | 1,669 | 28 | 1.7% | $6,792 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $41.08万 | 0.04% | 4,631 | -657 | -12.4% | -$5.83万 | 减仓 |
| — | BANK AMERICA CORP | $41.23万 | 0.04% | 346 | -29 | -7.7% | -$3.46万 | 减仓 |
| CSCO | CISCO SYS INC | $41.40万 | 0.04% | 5,336 | 558 | 11.7% | $4.33万 | 加仓 |
| MCD | MCDONALDS CORP | $41.82万 | 0.04% | 1,346 | -13 | -1.0% | -$4,040 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.44万 | 0.04% | 1,285 | 346 | 36.8% | $11.70万 | 加仓 |
| VFH | VANGUARD WORLD FD | $44.17万 | 0.04% | 3,656 | 740 | 25.4% | $8.94万 | 加仓 |
| ITB | ISHARES TR | $44.31万 | 0.04% | 4,894 | 10 | 0.2% | $905 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $44.41万 | 0.04% | 9,239 | 29 | 0.3% | $1,394 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $44.64万 | 0.04% | 6,063 | 15 | 0.2% | $1,105 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $45.08万 | 0.04% | 1,732 | 70 | 4.2% | $1.82万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $45.12万 | 0.04% | 22,093 | -1,843 | -7.7% | -$3.76万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $46.07万 | 0.04% | 2,786 | -323 | -10.4% | -$5.34万 | 减仓 |
| REMX | VANECK ETF TRUST | $46.33万 | 0.04% | 5,264 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $46.71万 | 0.04% | 1,306 | 62 | 5.0% | $2.22万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $46.93万 | 0.04% | 13,816 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $47.33万 | 0.04% | 6,785 | 2,573 | 61.1% | $17.95万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $47.38万 | 0.04% | 7,957 | 2,163 | 37.3% | $12.88万 | 加仓 |
| CWB | SPDR SERIES TRUST | $47.51万 | 0.04% | 5,191 | 323 | 6.6% | $2.96万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.76万 | 0.04% | 17,800 | -93 | -0.5% | -$2,547 | 减仓 |
| BAC | BANK AMERICA CORP | $49.35万 | 0.04% | 10,123 | -472 | -4.5% | -$2.30万 | 减仓 |
| AMGN | AMGEN INC | $49.71万 | 0.04% | 1,413 | -134 | -8.7% | -$4.71万 | 减仓 |
| PEP | PEPSICO INC | $50.56万 | 0.05% | 3,256 | 252 | 8.4% | $3.91万 | 加仓 |
| VDE | VANGUARD WORLD FD | $50.76万 | 0.05% | 2,933 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $51.43万 | 0.05% | 5,834 | -93 | -1.6% | -$8,199 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $51.79万 | 0.05% | 3,540 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $52.30万 | 0.05% | 5,094 | 119 | 2.4% | $1.22万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $52.54万 | 0.05% | 30,705 | 650 | 2.2% | $1.11万 | 加仓 |
| RY | ROYAL BK CDA | $53.22万 | 0.05% | 3,290 | 6 | 0.2% | $971 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $54.17万 | 0.05% | 30,516 | 229 | 0.8% | $4,065 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.78万 | 0.05% | 2,024 | -3 | -0.1% | -$812 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $54.83万 | 0.05% | 14,253 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $55.88万 | 0.05% | 2,200 | 55 | 2.6% | $1.40万 | 加仓 |
| CAT | CATERPILLAR INC | $56.33万 | 0.05% | 795 | 105 | 15.2% | $7.44万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $58.93万 | 0.05% | 11,554 | 261 | 2.3% | $1.33万 | 加仓 |
| IEV | ISHARES TR | $60.65万 | 0.05% | 8,927 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $61.53万 | 0.06% | 3,025 | -341 | -10.1% | -$6.94万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $62.87万 | 0.06% | 16,007 | -139 | -0.9% | -$5,460 | 减仓 |
| SDY | SPDR SERIES TRUST | $63.47万 | 0.06% | 4,349 | -109 | -2.4% | -$1.59万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $64.67万 | 0.06% | 1,049 | -23 | -2.1% | -$1.42万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.09万 | 0.06% | 769 | 49 | 6.8% | $4.15万 | 加仓 |
| VHT | VANGUARD WORLD FD | $67.22万 | 0.06% | 2,468 | 1 | 0.0% | $272 | 加仓 |
| META | META PLATFORMS INC | $68.05万 | 0.06% | 1,189 | 223 | 23.1% | $12.76万 | 加仓 |
| C | CITIGROUP INC | $71.51万 | 0.06% | 6,306 | -3 | -0.0% | -$340 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $74.02万 | 0.07% | 37,715 | -1,821 | -4.6% | -$3.57万 | 减仓 |
| IWM | ISHARES TR | $74.51万 | 0.07% | 3,004 | 59 | 2.0% | $1.46万 | 加仓 |
| ORCL | ORACLE CORP | $74.53万 | 0.07% | 5,066 | 424 | 9.1% | $6.24万 | 加仓 |
| RTX | RTX CORPORATION | $74.70万 | 0.07% | 3,873 | 230 | 6.3% | $4.44万 | 加仓 |
| MRK | MERCK & CO INC | $75.63万 | 0.07% | 6,287 | 67 | 1.1% | $8,059 | 加仓 |
| SPYM | SPDR SERIES TRUST | $75.68万 | 0.07% | 9,888 | 5,539 | 127.4% | $42.39万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $76.57万 | 0.07% | 29,586 | -2,192 | -6.9% | -$5.67万 | 减仓 |
| CSX | CSX CORP | $79.32万 | 0.07% | 19,322 | 645 | 3.5% | $2.65万 | 加仓 |
| IWR | ISHARES TR | $82.61万 | 0.07% | 8,496 | -139 | -1.6% | -$1.35万 | 减仓 |
| BA | BOEING CO | $82.88万 | 0.07% | 4,164 | 5 | 0.1% | $995 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $83.44万 | 0.07% | 11,860 | 2,549 | 27.4% | $17.93万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $84.71万 | 0.08% | 1,242 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $85.08万 | 0.08% | 12,259 | 1,452 | 13.4% | $10.08万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $85.27万 | 0.08% | 25,066 | 25,066 | — | $85.27万 | 新建仓 |
| SO | SOUTHERN CO | $85.47万 | 0.08% | 8,855 | 22 | 0.2% | $2,123 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $85.61万 | 0.08% | 11,987 | -589 | -4.7% | -$4.21万 | 减仓 |
| IYW | ISHARES TR | $86.08万 | 0.08% | 4,745 | 4,745 | — | $86.08万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $87.68万 | 0.08% | 6,291 | -717 | -10.2% | -$9.99万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $87.73万 | 0.08% | 17,662 | 10,815 | 158.0% | $53.72万 | 加仓 |
| AVGO | BROADCOM INC | $90.05万 | 0.08% | 2,909 | 452 | 18.4% | $13.99万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $90.17万 | 0.08% | 3,504 | 117 | 3.5% | $3.01万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $91.85万 | 0.08% | 22,905 | 240 | 1.1% | $9,624 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $94.93万 | 0.09% | 8,847 | 679 | 8.3% | $7.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.01万 | 0.09% | 6,647 | -154 | -2.3% | -$2.22万 | 减仓 |
| NNN | NNN REIT INC | $100.20万 | 0.09% | 23,840 | 143 | 0.6% | $6,010 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $102.99万 | 0.09% | 6,481 | 349 | 5.7% | $5.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $103.80万 | 0.09% | 3,072 | -962 | -23.8% | -$32.50万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $104.24万 | 0.09% | 24,504 | 47 | 0.2% | $1,999 | 加仓 |
| SPYG | SPDR SERIES TRUST | $104.59万 | 0.09% | 10,682 | 119 | 1.1% | $1.17万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $104.61万 | 0.09% | 13,567 | 1,518 | 12.6% | $11.70万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $105.88万 | 0.09% | 25,490 | 14,131 | 124.4% | $58.70万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $108.32万 | 0.10% | 21,940 | -4,165 | -16.0% | -$20.56万 | 减仓 |
| IVE | ISHARES TR | $109.49万 | 0.10% | 5,186 | -255 | -4.7% | -$5.38万 | 减仓 |
| TFC | TRUIST FINL CORP | $109.59万 | 0.10% | 23,841 | 575 | 2.5% | $2.64万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $109.75万 | 0.10% | 11,747 | 8,930 | 317.0% | $83.43万 | 加仓 |
| DIS | DISNEY WALT CO | $109.86万 | 0.10% | 11,399 | -1,278 | -10.1% | -$12.32万 | 减仓 |
| T | AT&T INC | $110.53万 | 0.10% | 38,127 | 4,236 | 12.5% | $12.28万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $110.64万 | 0.10% | 23,585 | -2,594 | -9.9% | -$12.17万 | 减仓 |
| NFLX | NETFLIX INC. | $112.13万 | 0.10% | 11,662 | -179 | -1.5% | -$1.72万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $113.68万 | 0.10% | 31,343 | -33 | -0.1% | -$1,197 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $114.42万 | 0.10% | 7,804 | -815 | -9.5% | -$11.95万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $115.02万 | 0.10% | 40,062 | 4,063 | 11.3% | $11.66万 | 加仓 |
| ISCF | ISHARES TR | $125.20万 | 0.11% | 29,960 | -78 | -0.3% | -$3,260 | 减仓 |
| QCOM | QUALCOMM INC | $128.67万 | 0.12% | 9,992 | 27 | 0.3% | $3,477 | 加仓 |
| VBR | VANGUARD INDEX FDS | $129.80万 | 0.12% | 5,975 | 469 | 8.5% | $10.19万 | 加仓 |
| IWD | ISHARES TR | $130.04万 | 0.12% | 6,086 | -121 | -1.9% | -$2.59万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $130.38万 | 0.12% | 23,203 | 359 | 1.6% | $2.02万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $132.08万 | 0.12% | 13,226 | 1,382 | 11.7% | $13.80万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $133.32万 | 0.12% | 4,645 | -63 | -1.3% | -$1.81万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $142.96万 | 0.13% | 39,850 | -77 | -0.2% | -$2,762 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $143.33万 | 0.13% | 26,518 | -1,050 | -3.8% | -$5.68万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $150.70万 | 0.14% | 11,497 | 2 | 0.0% | $262 | 加仓 |
| IWB | ISHARES TR | $152.71万 | 0.14% | 4,283 | -104 | -2.4% | -$3.71万 | 减仓 |
| OEF | ISHARES TR | $153.28万 | 0.14% | 4,819 | -225 | -4.5% | -$7.16万 | 减仓 |