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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $971.23万 | 0.87% | 129,170 | -21,827 | -14.5% | -$164.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,014.45万 | 0.91% | 21,170 | -233 | -1.1% | -$11.17万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,024.50万 | 0.92% | 351,700 | 19,881 | 6.0% | $57.91万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,058.15万 | 0.95% | 131,317 | 6,787 | 5.5% | $54.69万 | 加仓 |
| IJH | ISHARES TR | $1,062.09万 | 0.95% | 157,276 | -3,632 | -2.3% | -$24.53万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1,129.17万 | 1.01% | 215,780 | -8,417 | -3.8% | -$44.05万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,129.49万 | 1.01% | 303,627 | 91,177 | 42.9% | $339.18万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,173.31万 | 1.05% | 231,971 | 22,076 | 10.5% | $111.66万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,217.61万 | 1.09% | 404,924 | 29,305 | 7.8% | $88.12万 | 加仓 |
| IOO | ISHARES TR | $1,229.15万 | 1.10% | 101,685 | 142 | 0.1% | $1.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,264.25万 | 1.13% | 18,120 | -82 | -0.5% | -$5.72万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,361.54万 | 1.22% | 298,256 | 13,615 | 4.8% | $62.15万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,394.37万 | 1.25% | 196,639 | 10,723 | 5.8% | $76.04万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,405.37万 | 1.26% | 174,342 | 2,705 | 1.6% | $21.80万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,409.27万 | 1.26% | 491,720 | 37,115 | 8.2% | $106.37万 | 加仓 |
| IEFA | ISHARES TR | $1,558.77万 | 1.40% | 172,183 | 27,827 | 19.3% | $251.92万 | 加仓 |
| IWY | ISHARES TR | $1,627.64万 | 1.46% | 65,409 | 4,954 | 8.2% | $123.28万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,644.44万 | 1.47% | 336,079 | -29,257 | -8.0% | -$143.15万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,681.22万 | 1.51% | 351,573 | 30,936 | 9.6% | $147.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,688.86万 | 1.51% | 28,263 | 850 | 3.1% | $50.79万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,744.06万 | 1.56% | 117,763 | 413 | 0.4% | $6.12万 | 加仓 |
| ICVT | ISHARES TR | $1,830.92万 | 1.64% | 179,873 | 4,322 | 2.5% | $43.99万 | 加仓 |
| AAPL | APPLE INC | $1,852.33万 | 1.66% | 72,987 | -603 | -0.8% | -$15.30万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,872.85万 | 1.68% | 756,706 | 71,860 | 10.5% | $177.85万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,999.78万 | 1.79% | 181,025 | 44,661 | 32.8% | $493.37万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,137.85万 | 1.92% | 276,995 | 27,505 | 11.0% | $212.28万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,176.67万 | 1.95% | 472,470 | 37,831 | 8.7% | $174.29万 | 加仓 |
| IVV | ISHARES TR | $2,216.76万 | 1.99% | 33,936 | -880 | -2.5% | -$57.48万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,315.93万 | 2.08% | 507,657 | 47,252 | 10.3% | $215.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,356.65万 | 2.11% | 120,122 | -13,017 | -9.8% | -$255.38万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,457.14万 | 2.20% | 882,278 | 45,724 | 5.5% | $127.34万 | 加仓 |
| COWZ | PACER FDS TR | $2,831.20万 | 2.54% | 452,564 | -34,234 | -7.0% | -$214.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,560.46万 | 3.19% | 61,687 | 1,030 | 1.7% | $59.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,195.42万 | 3.76% | 96,062 | 2,849 | 3.1% | $124.43万 | 加仓 |