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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $42.32万 | 0.03% | 5,605 | -229 | -3.9% | -$1.73万 | 减仓 |
| VDE | VANGUARD WORLD FD | $44.04万 | 0.04% | 2,933 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $44.06万 | 0.04% | 3,307 | 3,307 | — | $44.06万 | 新建仓 |
| INTC | INTEL CORP | $44.22万 | 0.04% | 3,167 | 3,167 | — | $44.22万 | 新建仓 |
| RPM | RPM INTL INC | $44.94万 | 0.04% | 4,043 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $45.73万 | 0.04% | 5,202 | 2 | 0.0% | $176 | 加仓 |
| UNP | UNION PAC CORP | $46.36万 | 0.04% | 1,704 | 35 | 2.1% | $9,522 | 加仓 |
| REMX | VANECK ETF TRUST | $46.59万 | 0.04% | 5,264 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $47.70万 | 0.04% | 1,574 | 340 | 27.6% | $10.30万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $47.87万 | 0.04% | 8,117 | 160 | 2.0% | $9,437 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.27万 | 0.04% | 1,011 | -274 | -21.3% | -$13.08万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.29万 | 0.04% | 500 | 500 | — | $48.29万 | 新建仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $48.48万 | 0.04% | 9,292 | 53 | 0.6% | $2,765 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $50.00万 | 0.04% | 1,010 | 2 | 0.2% | $990 | 加仓 |
| MPC | MARATHON PETE CORP | $50.13万 | 0.04% | 1,961 | 306 | 18.5% | $7.82万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $50.69万 | 0.04% | 2,802 | 16 | 0.6% | $2,895 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $50.76万 | 0.04% | 6,915 | 852 | 14.1% | $6.25万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $51.10万 | 0.04% | 16,844 | -956 | -5.4% | -$2.90万 | 减仓 |
| ITB | ISHARES TR | $51.13万 | 0.04% | 4,894 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $51.25万 | 0.04% | 3,785 | 529 | 16.2% | $7.16万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $51.82万 | 0.04% | 31,029 | 324 | 1.1% | $5,411 | 加仓 |
| GEV | GE VERNOVA INC | $53.02万 | 0.04% | 451 | 44 | 10.8% | $5.17万 | 加仓 |
| CWB | SPDR SERIES TRUST | $54.34万 | 0.04% | 5,040 | -151 | -2.9% | -$1.63万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $54.87万 | 0.04% | 30,687 | 171 | 0.6% | $3,058 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.24万 | 0.05% | 1,298 | 321 | 32.9% | $13.91万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $57.28万 | 0.05% | 14,003 | -250 | -1.8% | -$1.02万 | 减仓 |
| BAC | BANK OF AMER CORP | $57.79万 | 0.05% | 10,143 | 20 | 0.2% | $1,140 | 加仓 |
| ETN | EATON CORP PLC | $58.38万 | 0.05% | 1,370 | 64 | 4.9% | $2.73万 | 加仓 |
| IEMG | ISHARES INC | $58.78万 | 0.05% | 7,096 | 311 | 4.6% | $2.58万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $59.17万 | 0.05% | 30,164 | -7,551 | -20.0% | -$14.81万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $59.43万 | 0.05% | 23,563 | 23,563 | — | $59.43万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $60.07万 | 0.05% | 13,541 | 13,541 | — | $60.07万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $60.55万 | 0.05% | 1,189 | -53 | -4.3% | -$2.70万 | 减仓 |
| VICR | VICOR CORP | $61.06万 | 0.05% | 1,608 | -200 | -11.1% | -$7.60万 | 减仓 |
| SOXX | ISHARES TR | $61.71万 | 0.05% | 963 | -18 | -1.8% | -$1.15万 | 减仓 |
| XAR | SPDR SERIES TRUST | $62.45万 | 0.05% | 2,200 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $63.79万 | 0.05% | 1,762 | 349 | 24.7% | $12.63万 | 加仓 |
| SDY | SPDR SERIES TRUST | $65.12万 | 0.05% | 4,279 | -70 | -1.6% | -$1.07万 | 减仓 |
| IEV | ISHARES TR | $65.36万 | 0.05% | 8,971 | 44 | 0.5% | $3,206 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $65.44万 | 0.05% | 16,070 | 63 | 0.4% | $2,565 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $67.14万 | 0.05% | 22,712 | -2,354 | -9.4% | -$6.96万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $67.51万 | 0.05% | 3,951 | 3,951 | — | $67.51万 | 新建仓 |
| RY | ROYAL BK CDA | $68.07万 | 0.05% | 3,289 | -1 | -0.0% | -$207 | 减仓 |
| CSCO | CISCO SYS INC | $68.84万 | 0.06% | 5,861 | 525 | 9.8% | $6.17万 | 加仓 |
| META | META PLATFORMS INC | $69.09万 | 0.06% | 1,227 | 38 | 3.2% | $2.14万 | 加仓 |
| RTX | RTX CORPORATION | $71.52万 | 0.06% | 3,769 | -104 | -2.7% | -$1.97万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $71.77万 | 0.06% | 26,013 | -3,573 | -12.1% | -$9.86万 | 减仓 |
| SO | SOUTHERN CO | $74.53万 | 0.06% | 7,788 | -1,067 | -12.0% | -$10.21万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $76.70万 | 0.06% | 18,521 | -6,969 | -27.3% | -$28.86万 | 减仓 |
| VHT | VANGUARD WORLD FD | $77.35万 | 0.06% | 2,587 | 119 | 4.8% | $3.56万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $78.01万 | 0.06% | 21,175 | 7,359 | 53.3% | $27.11万 | 加仓 |
| T | AT&T INC | $78.99万 | 0.06% | 38,161 | 34 | 0.1% | $704 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $80.47万 | 0.06% | 796 | 27 | 3.5% | $2.73万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $81.02万 | 0.07% | 17,309 | -26,773 | -60.7% | -$125.33万 | 减仓 |
| MRK | MERCK & CO INC | $82.02万 | 0.07% | 6,383 | 96 | 1.5% | $1.23万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $82.04万 | 0.07% | 10,596 | -1,391 | -11.6% | -$10.77万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $83.13万 | 0.07% | 20,951 | 14,585 | 229.1% | $57.87万 | 加仓 |
| ORCL | ORACLE CORP | $84.24万 | 0.07% | 5,748 | 682 | 13.5% | $9.99万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $85.05万 | 0.07% | 6,732 | 441 | 7.0% | $5.57万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $86.37万 | 0.07% | 2,078 | 54 | 2.7% | $2.24万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $88.10万 | 0.07% | 18,138 | 2,533 | 16.2% | $12.30万 | 重新持有 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $88.37万 | 0.07% | 17,534 | -128 | -0.7% | -$6,451 | 减仓 |
| CSX | CSX CORP | $89.46万 | 0.07% | 18,821 | -501 | -2.6% | -$2.38万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $89.49万 | 0.07% | 4,667 | 2,816 | 152.1% | $54.00万 | 加仓 |
| NFLX | NETFLIX INC. | $89.55万 | 0.07% | 12,542 | 880 | 7.5% | $6.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $89.65万 | 0.07% | 1,240 | 280 | 29.2% | $20.24万 | 加仓 |
| IWM | ISHARES TR | $93.05万 | 0.08% | 3,097 | 93 | 3.1% | $2.79万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $93.76万 | 0.08% | 3,061 | -443 | -12.6% | -$13.57万 | 减仓 |
| CAT | CATERPILLAR INC | $93.90万 | 0.08% | 882 | 87 | 10.9% | $9.26万 | 加仓 |
| BA | BOEING CO | $94.58万 | 0.08% | 4,369 | 205 | 4.9% | $4.44万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $95.21万 | 0.08% | 20,931 | -486,726 | -95.9% | -$2,214.10万 | 减仓 |
| IVE | ISHARES TR | $95.81万 | 0.08% | 4,219 | -967 | -18.6% | -$21.96万 | 减仓 |
| C | CITIGROUP INC | $96.58万 | 0.08% | 6,900 | 594 | 9.4% | $8.31万 | 加仓 |
| IWR | ISHARES TR | $97.09万 | 0.08% | 8,801 | 305 | 3.6% | $3.36万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $97.29万 | 0.08% | 22,595 | -310 | -1.4% | -$1.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $98.20万 | 0.08% | 6,697 | 50 | 0.8% | $7,332 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $99.70万 | 0.08% | 12,906 | 1,046 | 8.8% | $8.08万 | 加仓 |
| NNN | NNN REIT INC | $105.65万 | 0.09% | 22,705 | -1,135 | -4.8% | -$5.28万 | 减仓 |
| AVGO | BROADCOM INC | $106.36万 | 0.09% | 2,816 | -93 | -3.2% | -$3.51万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $106.82万 | 0.09% | 1,519 | 470 | 44.8% | $33.05万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $108.27万 | 0.09% | 20,910 | -2,675 | -11.3% | -$13.85万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $114.41万 | 0.09% | 42,297 | 2,235 | 5.6% | $6.05万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $115.68万 | 0.09% | 21,579 | -361 | -1.6% | -$1.94万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $117.44万 | 0.09% | 13,738 | 171 | 1.3% | $1.46万 | 加仓 |
| TFC | TRUIST FINL CORP | $117.46万 | 0.09% | 23,577 | -264 | -1.1% | -$1.32万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $121.07万 | 0.10% | 24,567 | 63 | 0.3% | $3,105 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $121.34万 | 0.10% | 7,648 | -156 | -2.0% | -$2.47万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $122.50万 | 0.10% | 29,228 | -2,115 | -6.7% | -$8.86万 | 减仓 |
| ISCF | ISHARES TR | $126.35万 | 0.10% | 29,186 | -774 | -2.6% | -$3.35万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $128.19万 | 0.10% | 10,773 | 91 | 0.9% | $1.08万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $134.06万 | 0.11% | 6,704 | 223 | 3.4% | $4.46万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $134.18万 | 0.11% | 13,021 | -205 | -1.5% | -$2.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $136.33万 | 0.11% | 32,200 | -573 | -1.7% | -$2.43万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $139.96万 | 0.11% | 8,463 | -384 | -4.3% | -$6.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $142.33万 | 0.11% | 5,857 | -118 | -2.0% | -$2.87万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $142.67万 | 0.12% | 22,841 | -362 | -1.6% | -$2.26万 | 减仓 |
| IWD | ISHARES TR | $145.16万 | 0.12% | 5,988 | -98 | -1.6% | -$2.38万 | 减仓 |
| DIS | DISNEY WALT CO | $145.84万 | 0.12% | 15,153 | 3,754 | 32.9% | $36.13万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $146.74万 | 0.12% | 4,664 | 19 | 0.4% | $5,978 | 加仓 |