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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $153.09万 | 0.12% | 4,184 | -635 | -13.2% | -$23.23万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $153.91万 | 0.12% | 11,250 | -247 | -2.1% | -$3.38万 | 减仓 |
| QCOM | QUALCOMM INC | $155.63万 | 0.13% | 8,422 | -1,570 | -15.7% | -$29.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $157.06万 | 0.13% | 2,704 | -321 | -10.6% | -$18.65万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $167.80万 | 0.14% | 27,832 | -6,652 | -19.3% | -$40.10万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $168.70万 | 0.14% | 41,581 | 1,731 | 4.3% | $7.02万 | 加仓 |
| MO | ALTRIA GROUP INC | $170.60万 | 0.14% | 23,710 | 9 | 0.0% | $648 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $171.80万 | 0.14% | 28,782 | 2,264 | 8.5% | $13.51万 | 加仓 |
| IWB | ISHARES TR | $175.17万 | 0.14% | 4,278 | -5 | -0.1% | -$2,047 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $177.40万 | 0.14% | 39,126 | -2,781 | -6.6% | -$12.61万 | 减仓 |
| CALF | PACER FDS TR | $180.31万 | 0.15% | 35,627 | -1,096 | -3.0% | -$5.55万 | 减仓 |
| NLR | VANECK ETF TRUST | $186.25万 | 0.15% | 16,059 | 1,076 | 7.2% | $12.48万 | 加仓 |
| IYW | ISHARES TR | $190.45万 | 0.15% | 7,551 | 2,806 | 59.1% | $70.77万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $192.31万 | 0.16% | 31,636 | -8,200 | -20.6% | -$49.85万 | 减仓 |
| ABBV | ABBVIE INC | $193.34万 | 0.16% | 7,683 | 44 | 0.6% | $1.11万 | 加仓 |
| DGRO | ISHARES TR | $194.03万 | 0.16% | 25,601 | 82 | 0.3% | $6,215 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $195.38万 | 0.16% | 31,248 | -621 | -1.9% | -$3.88万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $198.20万 | 0.16% | 7,048 | 46 | 0.7% | $1.29万 | 加仓 |
| V | VISA INC | $203.48万 | 0.16% | 5,931 | -530 | -8.2% | -$18.18万 | 减仓 |
| GLDM | WORLD GOLD TR | $207.12万 | 0.17% | 26,079 | 1,224 | 4.9% | $9.72万 | 加仓 |
| IHI | ISHARES TR | $209.59万 | 0.17% | 42,418 | -89,251 | -67.8% | -$440.99万 | 减仓 |
| SPGI | S&P GLOBAL INC | $209.83万 | 0.17% | 5,152 | -379 | -6.9% | -$15.44万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $211.77万 | 0.17% | 25,623 | -14,090 | -35.5% | -$116.45万 | 减仓 |
| GE | GE AEROSPACE | $220.24万 | 0.18% | 5,893 | -148 | -2.4% | -$5.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $222.50万 | 0.18% | 13,423 | -122 | -0.9% | -$2.02万 | 减仓 |
| HD | HOME DEPOT INC | $230.28万 | 0.19% | 6,529 | -121 | -1.8% | -$4.27万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $240.29万 | 0.19% | 12,612 | -1,169 | -8.5% | -$22.27万 | 减仓 |
| CMI | CUMMINS INC | $242.39万 | 0.20% | 3,399 | -493 | -12.7% | -$35.16万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $244.23万 | 0.20% | 32,348 | 7,832 | 31.9% | $59.13万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $249.19万 | 0.20% | 19,569 | -68 | -0.3% | -$8,659 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $253.77万 | 0.20% | 20,048 | -683 | -3.3% | -$8.65万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $254.40万 | 0.21% | 21,692 | -2,262 | -9.4% | -$26.53万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $257.70万 | 0.21% | 5,058 | -67 | -1.3% | -$3.41万 | 减仓 |
| WMT | WALMART INC | $259.18万 | 0.21% | 22,883 | -889 | -3.7% | -$10.07万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $263.75万 | 0.21% | 11,147 | -154 | -1.4% | -$3.64万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $265.04万 | 0.21% | 15,578 | 428 | 2.8% | $7.28万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $269.83万 | 0.22% | 21,067 | 44 | 0.2% | $5,636 | 加仓 |
| KO | COCA COLA CO | $273.09万 | 0.22% | 33,603 | 29 | 0.1% | $2,357 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $280.65万 | 0.23% | 10,439 | 1,056 | 11.3% | $28.39万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $283.06万 | 0.23% | 57,993 | -12,123 | -17.3% | -$59.17万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $286.87万 | 0.23% | 57,386 | 11,483 | 25.0% | $57.40万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $289.64万 | 0.23% | 54,537 | -7,575 | -12.2% | -$40.23万 | 减仓 |
| IGHG | PROSHARES TR | $293.67万 | 0.24% | 37,491 | -1,184 | -3.1% | -$9.27万 | 减仓 |
| DTD | WISDOMTREE TR | $297.63万 | 0.24% | 31,918 | -163 | -0.5% | -$1.52万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $302.66万 | 0.24% | 56,017 | 2,791 | 5.2% | $15.08万 | 加仓 |
| TSLA | TESLA INC | $315.85万 | 0.25% | 7,510 | -81 | -1.1% | -$3.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $322.55万 | 0.26% | 40,033 | 317 | 0.8% | $2.55万 | 加仓 |
| SMMU | PIMCO ETF TR | $328.31万 | 0.26% | 65,011 | 9,906 | 18.0% | $50.03万 | 加仓 |
| IVW | ISHARES TR | $336.07万 | 0.27% | 24,436 | -800 | -3.2% | -$11.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $340.32万 | 0.27% | 2,948 | -124 | -4.0% | -$14.31万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $349.31万 | 0.28% | 12,232 | 1,790 | 17.1% | $51.12万 | 加仓 |
| VDC | VANGUARD WORLD FD | $355.18万 | 0.29% | 15,751 | 226 | 1.5% | $5.10万 | 加仓 |
| IWF | ISHARES TR | $361.18万 | 0.29% | 29,088 | -1,936 | -6.2% | -$24.04万 | 减仓 |
| ITA | ISHARES TR | $378.07万 | 0.30% | 15,596 | 1,188 | 8.2% | $28.80万 | 加仓 |
| LLY | ELI LILLY & CO | $389.64万 | 0.31% | 3,249 | 64 | 2.0% | $7.68万 | 加仓 |
| MGC | VANGUARD WORLD FD | $390.39万 | 0.31% | 14,267 | 1,806 | 14.5% | $49.42万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $390.39万 | 0.31% | 50,093 | 37,834 | 308.6% | $294.86万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $406.76万 | 0.33% | 41,422 | -2,058 | -4.7% | -$20.21万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $408.35万 | 0.33% | 65,745 | 17,282 | 35.7% | $107.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $411.73万 | 0.33% | 16,212 | -246 | -1.5% | -$6.25万 | 减仓 |
| — | ISHARES TR | $416.72万 | 0.34% | 96,957 | 23,983 | 32.9% | $103.08万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $417.09万 | 0.34% | 27,031 | 278 | 1.0% | $4.29万 | 加仓 |
| VAW | VANGUARD WORLD FD | $418.10万 | 0.34% | 18,274 | -928 | -4.8% | -$21.23万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $425.68万 | 0.34% | 115,799 | 7,320 | 6.7% | $26.91万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $447.58万 | 0.36% | 24,163 | -181 | -0.7% | -$3.35万 | 减仓 |
| DBEF | DBX ETF TR | $460.22万 | 0.37% | 84,242 | 30,373 | 56.4% | $165.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $462.05万 | 0.37% | 12,487 | 346 | 2.8% | $12.80万 | 加仓 |
| IUSV | ISHARES TR | $465.60万 | 0.38% | 42,269 | -26,473 | -38.5% | -$291.60万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $480.29万 | 0.39% | 82,086 | 801 | 1.0% | $4.69万 | 加仓 |
| GLD | SPDR GOLD TR | $486.92万 | 0.39% | 13,218 | 24 | 0.2% | $8,841 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $487.32万 | 0.39% | 38,129 | -4,063 | -9.6% | -$51.93万 | 减仓 |
| AFL | AFLAC INC | $494.77万 | 0.40% | 42,198 | 7 | 0.0% | $821 | 加仓 |
| IWP | ISHARES TR | $526.41万 | 0.42% | 35,955 | -2,583 | -6.7% | -$37.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $532.55万 | 0.43% | 76,187 | 12,402 | 19.4% | $86.69万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $537.70万 | 0.43% | 15,767 | -23 | -0.1% | -$7,844 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $544.69万 | 0.44% | 216,406 | 63,761 | 41.8% | $160.49万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $547.38万 | 0.44% | 108,241 | 25,799 | 31.3% | $130.47万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $564.07万 | 0.45% | 221,030 | -4,225 | -1.9% | -$10.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $581.16万 | 0.47% | 15,580 | -139 | -0.9% | -$5.18万 | 减仓 |
| GOOG | ALPHABET INC | $582.38万 | 0.47% | 16,483 | 506 | 3.2% | $17.88万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $593.76万 | 0.48% | 127,938 | -4,602 | -3.5% | -$21.36万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $602.62万 | 0.49% | 136,852 | 13,159 | 10.6% | $57.95万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $614.92万 | 0.50% | 193,921 | -15,907 | -7.6% | -$50.44万 | 减仓 |
| MUNI | PIMCO ETF TR | $623.50万 | 0.50% | 118,536 | 3,987 | 3.5% | $20.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $623.58万 | 0.50% | 19,050 | 7 | 0.0% | $2,291 | 加仓 |
| ISCG | ISHARES TR | $643.43万 | 0.52% | 98,173 | 15,548 | 18.8% | $101.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $647.60万 | 0.52% | 6,923 | 22 | 0.3% | $2.06万 | 加仓 |
| AMZN | AMAZON COM INC | $690.08万 | 0.56% | 28,954 | -1,349 | -4.5% | -$32.15万 | 减仓 |
| GOOGL | ALPHABET INC | $696.12万 | 0.56% | 19,479 | -305 | -1.5% | -$10.90万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $707.49万 | 0.57% | 140,849 | 34,338 | 32.2% | $172.48万 | 加仓 |
| IJR | ISHARES TR | $716.91万 | 0.58% | 48,339 | -4,074 | -7.8% | -$60.42万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $735.83万 | 0.59% | 259,188 | -232,532 | -47.3% | -$660.16万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $754.30万 | 0.61% | 303,176 | -9,739 | -3.1% | -$24.23万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $755.83万 | 0.61% | 106,082 | 196 | 0.2% | $1.40万 | 加仓 |
| VB | VANGUARD INDEX FDS | $760.76万 | 0.61% | 25,098 | 442 | 1.8% | $13.40万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $822.51万 | 0.66% | 141,324 | 10,647 | 8.1% | $61.97万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $825.85万 | 0.67% | 152,878 | -505 | -0.3% | -$2.73万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $836.46万 | 0.67% | 93,774 | 21,891 | 30.5% | $195.27万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $907.52万 | 0.73% | 362,573 | 15,475 | 4.5% | $38.73万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $912.81万 | 0.74% | 211,593 | -3,781 | -1.8% | -$16.31万 | 减仓 |