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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $156.40万 | 0.14% | 23,701 | 4 | 0.0% | $264 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $164.52万 | 0.15% | 32,773 | -2,182 | -6.2% | -$10.95万 | 减仓 |
| CALF | PACER FDS TR | $164.78万 | 0.15% | 36,723 | -46,123 | -55.7% | -$206.95万 | 减仓 |
| ABBV | ABBVIE INC | $166.13万 | 0.15% | 7,639 | -18 | -0.2% | -$3,915 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $169.72万 | 0.15% | 7,002 | 172 | 2.5% | $4.17万 | 加仓 |
| GE | GE AEROSPACE | $171.42万 | 0.15% | 6,041 | -41 | -0.7% | -$1.16万 | 减仓 |
| DGRO | ISHARES TR | $179.09万 | 0.16% | 25,519 | -686 | -2.6% | -$4.81万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $179.63万 | 0.16% | 31,869 | -493 | -1.5% | -$2.78万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $183.14万 | 0.16% | 13,781 | -790 | -5.4% | -$10.50万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $190.44万 | 0.17% | 19,637 | 443 | 2.3% | $4.30万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $190.49万 | 0.17% | 34,484 | -1,929 | -5.3% | -$10.66万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $192.31万 | 0.17% | 41,907 | -3,050 | -6.8% | -$14.00万 | 减仓 |
| V | VISA INC | $195.27万 | 0.18% | 6,461 | -3,185 | -33.0% | -$96.26万 | 减仓 |
| — | EXXON MOBIL CORP | $197.30万 | 0.18% | 11,629 | 695 | 6.4% | $11.79万 | 加仓 |
| NLR | VANECK ETF TRUST | $199.56万 | 0.18% | 14,983 | 2,161 | 16.9% | $28.78万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $205.93万 | 0.18% | 24,516 | 24,516 | — | $205.93万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $206.97万 | 0.19% | 44,082 | 6,353 | 16.8% | $29.83万 | 加仓 |
| CMI | CUMMINS INC | $209.37万 | 0.19% | 3,892 | -285 | -6.8% | -$15.33万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $216.23万 | 0.19% | 9,383 | 1,123 | 13.6% | $25.88万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $217.25万 | 0.19% | 10,442 | -794 | -7.1% | -$16.52万 | 减仓 |
| HD | HOME DEPOT INC | $218.70万 | 0.20% | 6,650 | -96 | -1.4% | -$3.16万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $219.70万 | 0.20% | 15,150 | -594 | -3.8% | -$8.61万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $225.39万 | 0.20% | 39,836 | -3,093 | -7.2% | -$17.50万 | 减仓 |
| GLDM | WORLD GOLD TR | $230.38万 | 0.21% | 24,855 | 644 | 2.7% | $5.97万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $230.98万 | 0.21% | 45,903 | 3,245 | 7.6% | $16.33万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $233.74万 | 0.21% | 21,023 | 1,354 | 6.9% | $15.05万 | 加仓 |
| SPGI | S&P GLOBAL INC | $235.27万 | 0.21% | 5,531 | -155 | -2.7% | -$6.59万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $242.90万 | 0.22% | 48,463 | 8,618 | 21.6% | $43.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $243.04万 | 0.22% | 11,301 | -700 | -5.8% | -$15.05万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $252.98万 | 0.23% | 53,226 | 4,208 | 8.6% | $20.00万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $253.15万 | 0.23% | 15,790 | -31 | -0.2% | -$4,970 | 减仓 |
| KO | COCA COLA CO | $255.33万 | 0.23% | 33,574 | 71 | 0.2% | $5,400 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $261.05万 | 0.23% | 23,954 | 940 | 4.1% | $10.24万 | 加仓 |
| DBEF | DBX ETF TR | $266.11万 | 0.24% | 53,869 | -1,394 | -2.5% | -$6.89万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $271.45万 | 0.24% | 20,731 | 288 | 1.4% | $3.77万 | 加仓 |
| DTD | WISDOMTREE TR | $277.05万 | 0.25% | 32,081 | -1,947 | -5.7% | -$16.81万 | 减仓 |
| SMMU | PIMCO ETF TR | $278.00万 | 0.25% | 55,105 | 4,470 | 8.8% | $22.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $280.24万 | 0.25% | 13,545 | -1,263 | -8.5% | -$26.13万 | 减仓 |
| TSLA | TESLA INC | $282.19万 | 0.25% | 7,591 | 51 | 0.7% | $1.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $285.15万 | 0.26% | 9,929 | 690 | 7.5% | $19.82万 | 加仓 |
| IVW | ISHARES TR | $285.44万 | 0.26% | 25,236 | 902 | 3.7% | $10.20万 | 加仓 |
| — | ISHARES TR | $289.52万 | 0.26% | 72,974 | 11,828 | 19.3% | $46.93万 | 加仓 |
| LLY | ELI LILLY & CO | $292.91万 | 0.26% | 3,185 | -154 | -4.6% | -$14.16万 | 减仓 |
| MGC | VANGUARD WORLD FD | $294.52万 | 0.26% | 12,461 | 2,637 | 26.8% | $62.33万 | 加仓 |
| WMT | WALMART INC | $295.44万 | 0.26% | 23,772 | 130 | 0.5% | $1.62万 | 加仓 |
| IGHG | PROSHARES TR | $300.35万 | 0.27% | 38,675 | -4,216 | -9.8% | -$32.74万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $309.77万 | 0.28% | 5,125 | 236 | 4.8% | $14.26万 | 加仓 |
| ITA | ISHARES TR | $315.19万 | 0.28% | 14,408 | 392 | 2.8% | $8.58万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $322.30万 | 0.29% | 70,116 | -3,938 | -5.3% | -$18.10万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $328.62万 | 0.29% | 39,713 | 4,377 | 12.4% | $36.22万 | 加仓 |
| IWF | ISHARES TR | $330.73万 | 0.30% | 7,756 | -140 | -1.8% | -$5.97万 | 减仓 |
| VDC | VANGUARD WORLD FD | $348.67万 | 0.31% | 15,525 | 348 | 2.3% | $7.82万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $378.41万 | 0.34% | 152,645 | 43,721 | 40.1% | $108.38万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $380.50万 | 0.34% | 62,112 | -361 | -0.6% | -$2.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $389.50万 | 0.35% | 12,141 | -151 | -1.2% | -$4.84万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $390.03万 | 0.35% | 26,753 | 141 | 0.5% | $2.06万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $393.71万 | 0.35% | 24,344 | 272 | 1.1% | $4.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $398.34万 | 0.36% | 63,785 | 6,765 | 11.9% | $42.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $402.30万 | 0.36% | 16,458 | -584 | -3.4% | -$14.28万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $409.76万 | 0.37% | 43,480 | 647 | 1.5% | $6.10万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $410.49万 | 0.37% | 108,479 | 19,135 | 21.4% | $72.41万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $417.24万 | 0.37% | 82,442 | 8,784 | 11.9% | $44.46万 | 加仓 |
| VAW | VANGUARD WORLD FD | $432.70万 | 0.39% | 19,202 | -858 | -4.3% | -$19.33万 | 减仓 |
| ISCG | ISHARES TR | $452.79万 | 0.41% | 82,625 | 5,849 | 7.6% | $32.05万 | 加仓 |
| GOOG | ALPHABET INC | $458.30万 | 0.41% | 15,977 | -249 | -1.5% | -$7.14万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $462.80万 | 0.42% | 42,192 | -1,153 | -2.7% | -$12.65万 | 减仓 |
| AFL | AFLAC INC | $462.88万 | 0.42% | 42,191 | 6 | 0.0% | $658 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $468.53万 | 0.42% | 81,285 | 6,051 | 8.0% | $34.88万 | 加仓 |
| IWP | ISHARES TR | $493.75万 | 0.44% | 38,538 | 9,270 | 31.7% | $118.77万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $504.99万 | 0.45% | 123,693 | -44,849 | -26.6% | -$183.10万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $532.02万 | 0.48% | 106,511 | 2,215 | 2.1% | $11.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $560.18万 | 0.50% | 19,043 | 902 | 5.0% | $26.53万 | 加仓 |
| GLD | SPDR GOLD TR | $567.72万 | 0.51% | 13,194 | 115 | 0.9% | $4.95万 | 加仓 |
| GOOGL | ALPHABET INC | $568.91万 | 0.51% | 19,784 | 801 | 4.2% | $23.03万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $571.38万 | 0.51% | 132,540 | -5,455 | -4.0% | -$23.52万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $577.10万 | 0.52% | 225,255 | 1,836 | 0.8% | $4.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $581.86万 | 0.52% | 15,719 | 294 | 1.9% | $10.88万 | 加仓 |
| MUNI | PIMCO ETF TR | $597.83万 | 0.54% | 114,549 | 8,571 | 8.1% | $44.73万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $609.85万 | 0.55% | 71,883 | 1,885 | 2.7% | $15.99万 | 加仓 |
| AMZN | AMAZON COM INC | $631.13万 | 0.57% | 30,303 | -463 | -1.5% | -$9.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $643.75万 | 0.58% | 209,828 | -3,312 | -1.6% | -$10.16万 | 减仓 |
| VB | VANGUARD INDEX FDS | $645.80万 | 0.58% | 24,656 | 928 | 3.9% | $24.31万 | 加仓 |
| IJR | ISHARES TR | $651.55万 | 0.58% | 52,413 | -1,302 | -2.4% | -$16.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $678.52万 | 0.61% | 105,886 | 123 | 0.1% | $7,882 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $687.59万 | 0.62% | 6,901 | -252 | -3.5% | -$25.11万 | 减仓 |
| IHI | ISHARES TR | $702.46万 | 0.63% | 131,669 | -5,214 | -3.8% | -$27.82万 | 减仓 |
| IUSV | ISHARES TR | $702.88万 | 0.63% | 68,742 | -45,402 | -39.8% | -$464.23万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $758.28万 | 0.68% | 111,055 | 10,873 | 10.9% | $74.24万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $764.98万 | 0.69% | 130,677 | 1,182 | 0.9% | $6.92万 | 加仓 |
| IMCG | ISHARES TR | $770.89万 | 0.69% | 97,866 | 18,194 | 22.8% | $143.31万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $775.09万 | 0.70% | 312,915 | -2,196 | -0.7% | -$5.44万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $809.55万 | 0.73% | 153,383 | 2,073 | 1.4% | $10.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $848.12万 | 0.76% | 13,041 | -297 | -2.2% | -$19.32万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $849.22万 | 0.76% | 215,374 | 2,097 | 1.0% | $8.27万 | 加仓 |
| GARP | ISHARES TR | $853.61万 | 0.77% | 133,439 | 97,694 | 273.3% | $624.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $853.84万 | 0.77% | 48,959 | -1,060 | -2.1% | -$18.49万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $856.82万 | 0.77% | 108,089 | 6,778 | 6.7% | $53.73万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $867.05万 | 0.78% | 347,098 | 5,748 | 1.7% | $14.36万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $930.40万 | 0.83% | 415,543 | 15,456 | 3.9% | $34.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $934.46万 | 0.84% | 18,702 | -736 | -3.8% | -$36.77万 | 减仓 |