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 |
|---|---|---|---|---|---|---|---|---|
| DBEF | DBX ETF TR | $266.11万 | 0.24% | 53,869 | -1,394 | -2.5% | -$6.89万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $261.05万 | 0.23% | 23,954 | 940 | 4.1% | $10.24万 | 加仓 |
| KO | COCA COLA CO | $255.33万 | 0.23% | 33,574 | 71 | 0.2% | $5,400 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $253.15万 | 0.23% | 15,790 | -31 | -0.2% | -$4,970 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $252.98万 | 0.23% | 53,226 | 4,208 | 8.6% | $20.00万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $243.04万 | 0.22% | 11,301 | -700 | -5.8% | -$15.05万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $242.90万 | 0.22% | 48,463 | 8,618 | 21.6% | $43.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $235.27万 | 0.21% | 5,531 | -155 | -2.7% | -$6.59万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $233.74万 | 0.21% | 21,023 | 1,354 | 6.9% | $15.05万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $230.98万 | 0.21% | 45,903 | 3,245 | 7.6% | $16.33万 | 加仓 |
| GLDM | WORLD GOLD TR | $230.38万 | 0.21% | 24,855 | 644 | 2.7% | $5.97万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $225.39万 | 0.20% | 39,836 | -3,093 | -7.2% | -$17.50万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $219.70万 | 0.20% | 15,150 | -594 | -3.8% | -$8.61万 | 减仓 |
| HD | HOME DEPOT INC | $218.70万 | 0.20% | 6,650 | -96 | -1.4% | -$3.16万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $217.25万 | 0.19% | 10,442 | -794 | -7.1% | -$16.52万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $216.23万 | 0.19% | 9,383 | 1,123 | 13.6% | $25.88万 | 加仓 |
| CMI | CUMMINS INC | $209.37万 | 0.19% | 3,892 | -285 | -6.8% | -$15.33万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $206.97万 | 0.19% | 44,082 | 6,353 | 16.8% | $29.83万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $205.93万 | 0.18% | 24,516 | 24,516 | — | $205.93万 | 新建仓 |
| NLR | VANECK ETF TRUST | $199.56万 | 0.18% | 14,983 | 2,161 | 16.9% | $28.78万 | 加仓 |
| — | EXXON MOBIL CORP | $197.30万 | 0.18% | 11,629 | 695 | 6.4% | $11.79万 | 加仓 |
| V | VISA INC | $195.27万 | 0.18% | 6,461 | -3,185 | -33.0% | -$96.26万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $192.31万 | 0.17% | 41,907 | -3,050 | -6.8% | -$14.00万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $190.49万 | 0.17% | 34,484 | -1,929 | -5.3% | -$10.66万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $190.44万 | 0.17% | 19,637 | 443 | 2.3% | $4.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $183.14万 | 0.16% | 13,781 | -790 | -5.4% | -$10.50万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $179.63万 | 0.16% | 31,869 | -493 | -1.5% | -$2.78万 | 减仓 |
| DGRO | ISHARES TR | $179.09万 | 0.16% | 25,519 | -686 | -2.6% | -$4.81万 | 减仓 |
| GE | GE AEROSPACE | $171.42万 | 0.15% | 6,041 | -41 | -0.7% | -$1.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $169.72万 | 0.15% | 7,002 | 172 | 2.5% | $4.17万 | 加仓 |
| ABBV | ABBVIE INC | $166.13万 | 0.15% | 7,639 | -18 | -0.2% | -$3,915 | 减仓 |
| CALF | PACER FDS TR | $164.78万 | 0.15% | 36,723 | -46,123 | -55.7% | -$206.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $164.52万 | 0.15% | 32,773 | -2,182 | -6.2% | -$10.95万 | 减仓 |
| MO | ALTRIA GROUP INC | $156.40万 | 0.14% | 23,701 | 4 | 0.0% | $264 | 加仓 |
| OEF | ISHARES TR | $153.28万 | 0.14% | 4,819 | -225 | -4.5% | -$7.16万 | 减仓 |
| IWB | ISHARES TR | $152.71万 | 0.14% | 4,283 | -104 | -2.4% | -$3.71万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $150.70万 | 0.14% | 11,497 | 2 | 0.0% | $262 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $143.33万 | 0.13% | 26,518 | -1,050 | -3.8% | -$5.68万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $142.96万 | 0.13% | 39,850 | -77 | -0.2% | -$2,762 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $133.32万 | 0.12% | 4,645 | -63 | -1.3% | -$1.81万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $132.08万 | 0.12% | 13,226 | 1,382 | 11.7% | $13.80万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $130.38万 | 0.12% | 23,203 | 359 | 1.6% | $2.02万 | 加仓 |
| IWD | ISHARES TR | $130.04万 | 0.12% | 6,086 | -121 | -1.9% | -$2.59万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $129.80万 | 0.12% | 5,975 | 469 | 8.5% | $10.19万 | 加仓 |
| QCOM | QUALCOMM INC | $128.67万 | 0.12% | 9,992 | 27 | 0.3% | $3,477 | 加仓 |
| ISCF | ISHARES TR | $125.20万 | 0.11% | 29,960 | -78 | -0.3% | -$3,260 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $115.02万 | 0.10% | 40,062 | 4,063 | 11.3% | $11.66万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $114.42万 | 0.10% | 7,804 | -815 | -9.5% | -$11.95万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $113.68万 | 0.10% | 31,343 | -33 | -0.1% | -$1,197 | 减仓 |
| NFLX | NETFLIX INC. | $112.13万 | 0.10% | 11,662 | -179 | -1.5% | -$1.72万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $110.64万 | 0.10% | 23,585 | -2,594 | -9.9% | -$12.17万 | 减仓 |
| T | AT&T INC | $110.53万 | 0.10% | 38,127 | 4,236 | 12.5% | $12.28万 | 加仓 |
| DIS | DISNEY WALT CO | $109.86万 | 0.10% | 11,399 | -1,278 | -10.1% | -$12.32万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $109.75万 | 0.10% | 11,747 | 8,930 | 317.0% | $83.43万 | 加仓 |
| TFC | TRUIST FINL CORP | $109.59万 | 0.10% | 23,841 | 575 | 2.5% | $2.64万 | 加仓 |
| IVE | ISHARES TR | $109.49万 | 0.10% | 5,186 | -255 | -4.7% | -$5.38万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $108.32万 | 0.10% | 21,940 | -4,165 | -16.0% | -$20.56万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $105.88万 | 0.09% | 25,490 | 14,131 | 124.4% | $58.70万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $104.61万 | 0.09% | 13,567 | 1,518 | 12.6% | $11.70万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $104.59万 | 0.09% | 10,682 | 119 | 1.1% | $1.17万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $104.24万 | 0.09% | 24,504 | 47 | 0.2% | $1,999 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $103.80万 | 0.09% | 3,072 | -962 | -23.8% | -$32.50万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $102.99万 | 0.09% | 6,481 | 349 | 5.7% | $5.55万 | 加仓 |
| NNN | NNN REIT INC | $100.20万 | 0.09% | 23,840 | 143 | 0.6% | $6,010 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.01万 | 0.09% | 6,647 | -154 | -2.3% | -$2.22万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $94.93万 | 0.09% | 8,847 | 679 | 8.3% | $7.29万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $91.85万 | 0.08% | 22,905 | 240 | 1.1% | $9,624 | 加仓 |
| VOT | VANGUARD INDEX FDS | $90.17万 | 0.08% | 3,504 | 117 | 3.5% | $3.01万 | 加仓 |
| AVGO | BROADCOM INC | $90.05万 | 0.08% | 2,909 | 452 | 18.4% | $13.99万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $87.73万 | 0.08% | 17,662 | 10,815 | 158.0% | $53.72万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $87.68万 | 0.08% | 6,291 | -717 | -10.2% | -$9.99万 | 减仓 |
| IYW | ISHARES TR | $86.08万 | 0.08% | 4,745 | 4,745 | — | $86.08万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $85.61万 | 0.08% | 11,987 | -589 | -4.7% | -$4.21万 | 减仓 |
| SO | SOUTHERN CO | $85.47万 | 0.08% | 8,855 | 22 | 0.2% | $2,123 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $85.27万 | 0.08% | 25,066 | 25,066 | — | $85.27万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $85.08万 | 0.08% | 12,259 | 1,452 | 13.4% | $10.08万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $84.71万 | 0.08% | 1,242 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $83.44万 | 0.07% | 11,860 | 2,549 | 27.4% | $17.93万 | 加仓 |
| BA | BOEING CO | $82.88万 | 0.07% | 4,164 | 5 | 0.1% | $995 | 加仓 |
| IWR | ISHARES TR | $82.61万 | 0.07% | 8,496 | -139 | -1.6% | -$1.35万 | 减仓 |
| CSX | CSX CORP | $79.32万 | 0.07% | 19,322 | 645 | 3.5% | $2.65万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $76.57万 | 0.07% | 29,586 | -2,192 | -6.9% | -$5.67万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $75.68万 | 0.07% | 9,888 | 5,539 | 127.4% | $42.39万 | 加仓 |
| MRK | MERCK & CO INC | $75.63万 | 0.07% | 6,287 | 67 | 1.1% | $8,059 | 加仓 |
| RTX | RTX CORPORATION | $74.70万 | 0.07% | 3,873 | 230 | 6.3% | $4.44万 | 加仓 |
| ORCL | ORACLE CORP | $74.53万 | 0.07% | 5,066 | 424 | 9.1% | $6.24万 | 加仓 |
| IWM | ISHARES TR | $74.51万 | 0.07% | 3,004 | 59 | 2.0% | $1.46万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $74.02万 | 0.07% | 37,715 | -1,821 | -4.6% | -$3.57万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $71.51万 | 0.06% | 6,306 | -3 | -0.0% | -$340 | 减仓 |
| META | META PLATFORMS INC | $68.05万 | 0.06% | 1,189 | 223 | 23.1% | $12.76万 | 加仓 |
| VHT | VANGUARD WORLD FD | $67.22万 | 0.06% | 2,468 | 1 | 0.0% | $272 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.09万 | 0.06% | 769 | 49 | 6.8% | $4.15万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $64.67万 | 0.06% | 1,049 | -23 | -2.1% | -$1.42万 | 减仓 |
| SDY | SPDR SERIES TRUST | $63.47万 | 0.06% | 4,349 | -109 | -2.4% | -$1.59万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $62.87万 | 0.06% | 16,007 | -139 | -0.9% | -$5,460 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $61.53万 | 0.06% | 3,025 | -341 | -10.1% | -$6.94万 | 减仓 |
| IEV | ISHARES TR | $60.65万 | 0.05% | 8,927 | 0 | 0.0% | — | 不变 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $58.93万 | 0.05% | 11,554 | 261 | 2.3% | $1.33万 | 加仓 |
| CAT | CATERPILLAR INC | $56.33万 | 0.05% | 795 | 105 | 15.2% | $7.44万 | 加仓 |