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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $938.96万 | 0.76% | 115,835 | 4,780 | 4.3% | $38.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $940.57万 | 0.76% | 18,313 | -389 | -2.1% | -$19.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $946.08万 | 0.76% | 47,283 | -1,676 | -3.4% | -$33.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $952.05万 | 0.77% | 12,749 | -292 | -2.2% | -$21.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,000.38万 | 0.81% | 19,992 | -1,178 | -5.6% | -$58.95万 | 减仓 |
| IMCG | ISHARES TR | $1,091.72万 | 0.88% | 111,060 | 13,194 | 13.5% | $129.70万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,093.21万 | 0.88% | 219,609 | 213,157 | 3,303.7% | $1,061.09万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,122.96万 | 0.91% | 124,635 | -4,535 | -3.5% | -$40.86万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1,151.53万 | 0.93% | 219,172 | 3,392 | 1.6% | $17.82万 | 加仓 |
| IJH | ISHARES TR | $1,157.84万 | 0.93% | 150,154 | -7,122 | -4.5% | -$54.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,237.55万 | 1.00% | 365,708 | 14,008 | 4.0% | $47.40万 | 加仓 |
| GARP | ISHARES TR | $1,249.83万 | 1.01% | 151,403 | 17,964 | 13.5% | $148.29万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,293.40万 | 1.04% | 322,301 | 18,674 | 6.2% | $74.94万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,293.46万 | 1.04% | 431,011 | 26,087 | 6.4% | $78.29万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,333.81万 | 1.08% | 138,233 | 6,916 | 5.3% | $66.73万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,365.01万 | 1.10% | 269,658 | 37,687 | 16.2% | $190.77万 | 加仓 |
| IOO | ISHARES TR | $1,411.60万 | 1.14% | 103,359 | 1,674 | 1.6% | $22.86万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,437.75万 | 1.16% | 285,325 | -12,931 | -4.3% | -$65.16万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,549.87万 | 1.25% | 202,069 | -74,926 | -27.0% | -$574.68万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,613.51万 | 1.30% | 176,900 | 2,558 | 1.5% | $23.33万 | 加仓 |
| IEFA | ISHARES TR | $1,703.62万 | 1.37% | 176,394 | 4,211 | 2.4% | $40.67万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,715.78万 | 1.38% | 209,395 | 12,756 | 6.5% | $104.52万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,738.32万 | 1.40% | 145,441 | 481 | 0.3% | $5.75万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,763.88万 | 1.42% | 364,814 | 13,241 | 3.8% | $64.02万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,790.06万 | 1.44% | 339,284 | 3,205 | 1.0% | $16.91万 | 加仓 |
| IWY | ISHARES TR | $1,911.02万 | 1.54% | 65,757 | 348 | 0.5% | $10.11万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,938.75万 | 1.56% | 122,682 | 4,919 | 4.2% | $77.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,072.55万 | 1.67% | 30,176 | 1,913 | 6.8% | $131.39万 | 加仓 |
| AAPL | APPLE INC | $2,106.96万 | 1.70% | 72,814 | -173 | -0.2% | -$5.01万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,134.84万 | 1.72% | 770,700 | 13,994 | 1.8% | $38.76万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,267.63万 | 1.83% | 181,759 | 734 | 0.4% | $9.16万 | 加仓 |
| ICVT | ISHARES TR | $2,340.04万 | 1.89% | 192,216 | 12,343 | 6.9% | $150.26万 | 加仓 |
| IVV | ISHARES TR | $2,349.68万 | 1.89% | 31,376 | -2,560 | -7.5% | -$191.71万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,385.21万 | 1.92% | 517,962 | 45,492 | 9.6% | $209.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,644.36万 | 2.13% | 121,337 | 1,215 | 1.0% | $26.48万 | 加仓 |
| COWZ | PACER FDS TR | $2,785.86万 | 2.25% | 447,890 | -4,674 | -1.0% | -$29.07万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,047.24万 | 2.46% | 979,820 | 97,542 | 11.1% | $303.36万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,255.74万 | 2.63% | 411,962 | 303,873 | 281.1% | $2,401.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,495.01万 | 3.62% | 61,040 | -647 | -1.0% | -$47.65万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,999.66万 | 4.03% | 580,439 | 4,067 | 0.7% | $35.03万 | 加仓 |