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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $4,195.42万 | 3.76% | 96,062 | 2,849 | 3.1% | $124.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,560.46万 | 3.19% | 61,687 | 1,030 | 1.7% | $59.45万 | 加仓 |
| COWZ | PACER FDS TR | $2,831.20万 | 2.54% | 452,564 | -34,234 | -7.0% | -$214.17万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,457.14万 | 2.20% | 882,278 | 45,724 | 5.5% | $127.34万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,356.65万 | 2.11% | 120,122 | -13,017 | -9.8% | -$255.38万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,315.93万 | 2.08% | 507,657 | 47,252 | 10.3% | $215.56万 | 加仓 |
| IVV | ISHARES TR | $2,216.76万 | 1.99% | 33,936 | -880 | -2.5% | -$57.48万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,176.67万 | 1.95% | 472,470 | 37,831 | 8.7% | $174.29万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,137.85万 | 1.92% | 276,995 | 27,505 | 11.0% | $212.28万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,999.78万 | 1.79% | 181,025 | 44,661 | 32.8% | $493.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,872.85万 | 1.68% | 756,706 | 71,860 | 10.5% | $177.85万 | 加仓 |
| AAPL | APPLE INC | $1,852.33万 | 1.66% | 72,987 | -603 | -0.8% | -$15.30万 | 减仓 |
| ICVT | ISHARES TR | $1,830.92万 | 1.64% | 179,873 | 4,322 | 2.5% | $43.99万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,744.06万 | 1.56% | 117,763 | 413 | 0.4% | $6.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,688.86万 | 1.51% | 28,263 | 850 | 3.1% | $50.79万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,681.22万 | 1.51% | 351,573 | 30,936 | 9.6% | $147.94万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,644.44万 | 1.47% | 336,079 | -29,257 | -8.0% | -$143.15万 | 减仓 |
| IWY | ISHARES TR | $1,627.64万 | 1.46% | 65,409 | 4,954 | 8.2% | $123.28万 | 加仓 |
| IEFA | ISHARES TR | $1,558.77万 | 1.40% | 172,183 | 27,827 | 19.3% | $251.92万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,409.27万 | 1.26% | 491,720 | 37,115 | 8.2% | $106.37万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,405.37万 | 1.26% | 174,342 | 2,705 | 1.6% | $21.80万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,394.37万 | 1.25% | 196,639 | 10,723 | 5.8% | $76.04万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,361.54万 | 1.22% | 298,256 | 13,615 | 4.8% | $62.15万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,264.25万 | 1.13% | 18,120 | -82 | -0.5% | -$5.72万 | 减仓 |
| IOO | ISHARES TR | $1,229.15万 | 1.10% | 101,685 | 142 | 0.1% | $1.72万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,217.61万 | 1.09% | 404,924 | 29,305 | 7.8% | $88.12万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,173.31万 | 1.05% | 231,971 | 22,076 | 10.5% | $111.66万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,129.49万 | 1.01% | 303,627 | 91,177 | 42.9% | $339.18万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1,129.17万 | 1.01% | 215,780 | -8,417 | -3.8% | -$44.05万 | 减仓 |
| IJH | ISHARES TR | $1,062.09万 | 0.95% | 157,276 | -3,632 | -2.3% | -$24.53万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,058.15万 | 0.95% | 131,317 | 6,787 | 5.5% | $54.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,024.50万 | 0.92% | 351,700 | 19,881 | 6.0% | $57.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,014.45万 | 0.91% | 21,170 | -233 | -1.1% | -$11.17万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $971.23万 | 0.87% | 129,170 | -21,827 | -14.5% | -$164.12万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $934.46万 | 0.84% | 18,702 | -736 | -3.8% | -$36.77万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $930.40万 | 0.83% | 415,543 | 15,456 | 3.9% | $34.61万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $867.05万 | 0.78% | 347,098 | 5,748 | 1.7% | $14.36万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $856.82万 | 0.77% | 108,089 | 6,778 | 6.7% | $53.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $853.84万 | 0.77% | 48,959 | -1,060 | -2.1% | -$18.49万 | 减仓 |
| GARP | ISHARES TR | $853.61万 | 0.77% | 133,439 | 97,694 | 273.3% | $624.95万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $849.22万 | 0.76% | 215,374 | 2,097 | 1.0% | $8.27万 | 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 |
| DFIV | DIMENSIONAL ETF TRUST | $809.55万 | 0.73% | 153,383 | 2,073 | 1.4% | $10.94万 | 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 |
| IMCG | ISHARES TR | $770.89万 | 0.69% | 97,866 | 18,194 | 22.8% | $143.31万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $764.98万 | 0.69% | 130,677 | 1,182 | 0.9% | $6.92万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $758.28万 | 0.68% | 111,055 | 10,873 | 10.9% | $74.24万 | 加仓 |
| IUSV | ISHARES TR | $702.88万 | 0.63% | 68,742 | -45,402 | -39.8% | -$464.23万 | 减仓 |
| IHI | ISHARES TR | $702.46万 | 0.63% | 131,669 | -5,214 | -3.8% | -$27.82万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $687.59万 | 0.62% | 6,901 | -252 | -3.5% | -$25.11万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $678.52万 | 0.61% | 105,886 | 123 | 0.1% | $7,882 | 加仓 |
| IJR | ISHARES TR | $651.55万 | 0.58% | 52,413 | -1,302 | -2.4% | -$16.19万 | 减仓 |
| VB | VANGUARD INDEX FDS | $645.80万 | 0.58% | 24,656 | 928 | 3.9% | $24.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $643.75万 | 0.58% | 209,828 | -3,312 | -1.6% | -$10.16万 | 减仓 |
| AMZN | AMAZON COM INC | $631.13万 | 0.57% | 30,303 | -463 | -1.5% | -$9.64万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $609.85万 | 0.55% | 71,883 | 1,885 | 2.7% | $15.99万 | 加仓 |
| MUNI | PIMCO ETF TR | $597.83万 | 0.54% | 114,549 | 8,571 | 8.1% | $44.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $581.86万 | 0.52% | 15,719 | 294 | 1.9% | $10.88万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $577.10万 | 0.52% | 225,255 | 1,836 | 0.8% | $4.70万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $571.38万 | 0.51% | 132,540 | -5,455 | -4.0% | -$23.52万 | 减仓 |
| GOOGL | ALPHABET INC | $568.91万 | 0.51% | 19,784 | 801 | 4.2% | $23.03万 | 加仓 |
| GLD | SPDR GOLD TR | $567.72万 | 0.51% | 13,194 | 115 | 0.9% | $4.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $560.18万 | 0.50% | 19,043 | 902 | 5.0% | $26.53万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $532.02万 | 0.48% | 106,511 | 2,215 | 2.1% | $11.06万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $504.99万 | 0.45% | 123,693 | -44,849 | -26.6% | -$183.10万 | 减仓 |
| IWP | ISHARES TR | $493.75万 | 0.44% | 38,538 | 9,270 | 31.7% | $118.77万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $468.53万 | 0.42% | 81,285 | 6,051 | 8.0% | $34.88万 | 加仓 |
| AFL | AFLAC INC | $462.88万 | 0.42% | 42,191 | 6 | 0.0% | $658 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $462.80万 | 0.42% | 42,192 | -1,153 | -2.7% | -$12.65万 | 减仓 |
| GOOG | ALPHABET INC | $458.30万 | 0.41% | 15,977 | -249 | -1.5% | -$7.14万 | 减仓 |
| ISCG | ISHARES TR | $452.79万 | 0.41% | 82,625 | 5,849 | 7.6% | $32.05万 | 加仓 |
| VAW | VANGUARD WORLD FD | $432.70万 | 0.39% | 19,202 | -858 | -4.3% | -$19.33万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $417.24万 | 0.37% | 82,442 | 8,784 | 11.9% | $44.46万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $410.49万 | 0.37% | 108,479 | 19,135 | 21.4% | $72.41万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $409.76万 | 0.37% | 43,480 | 647 | 1.5% | $6.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $402.30万 | 0.36% | 16,458 | -584 | -3.4% | -$14.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $398.34万 | 0.36% | 63,785 | 6,765 | 11.9% | $42.25万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $393.71万 | 0.35% | 24,344 | 272 | 1.1% | $4.40万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $390.03万 | 0.35% | 26,753 | 141 | 0.5% | $2.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $389.50万 | 0.35% | 12,141 | -151 | -1.2% | -$4.84万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $380.50万 | 0.34% | 62,112 | -361 | -0.6% | -$2.21万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $378.41万 | 0.34% | 152,645 | 43,721 | 40.1% | $108.38万 | 加仓 |
| VDC | VANGUARD WORLD FD | $348.67万 | 0.31% | 15,525 | 348 | 2.3% | $7.82万 | 加仓 |
| IWF | ISHARES TR | $330.73万 | 0.30% | 7,756 | -140 | -1.8% | -$5.97万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $328.62万 | 0.29% | 39,713 | 4,377 | 12.4% | $36.22万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $322.30万 | 0.29% | 70,116 | -3,938 | -5.3% | -$18.10万 | 减仓 |
| ITA | ISHARES TR | $315.19万 | 0.28% | 14,408 | 392 | 2.8% | $8.58万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $309.77万 | 0.28% | 5,125 | 236 | 4.8% | $14.26万 | 加仓 |
| IGHG | PROSHARES TR | $300.35万 | 0.27% | 38,675 | -4,216 | -9.8% | -$32.74万 | 减仓 |
| WMT | WALMART INC | $295.44万 | 0.26% | 23,772 | 130 | 0.5% | $1.62万 | 加仓 |
| MGC | VANGUARD WORLD FD | $294.52万 | 0.26% | 12,461 | 2,637 | 26.8% | $62.33万 | 加仓 |
| LLY | ELI LILLY & CO | $292.91万 | 0.26% | 3,185 | -154 | -4.6% | -$14.16万 | 减仓 |
| — | ISHARES TR | $289.52万 | 0.26% | 72,974 | 11,828 | 19.3% | $46.93万 | 加仓 |
| IVW | ISHARES TR | $285.44万 | 0.26% | 25,236 | 902 | 3.7% | $10.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $285.15万 | 0.26% | 9,929 | 690 | 7.5% | $19.82万 | 加仓 |
| TSLA | TESLA INC | $282.19万 | 0.25% | 7,591 | 51 | 0.7% | $1.90万 | 加仓 |
| CVX | CHEVRON CORPORATION | $280.24万 | 0.25% | 13,545 | -1,263 | -8.5% | -$26.13万 | 减仓 |
| SMMU | PIMCO ETF TR | $278.00万 | 0.25% | 55,105 | 4,470 | 8.8% | $22.55万 | 加仓 |
| DTD | WISDOMTREE TR | $277.05万 | 0.25% | 32,081 | -1,947 | -5.7% | -$16.81万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $271.45万 | 0.24% | 20,731 | 288 | 1.4% | $3.77万 | 加仓 |