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 |
|---|---|---|---|---|---|---|---|---|
| PJUL | INNOVATOR ETFS TRUST | $283.06万 | 0.23% | 57,993 | -12,123 | -17.3% | -$59.17万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $280.65万 | 0.23% | 10,439 | 1,056 | 11.3% | $28.39万 | 加仓 |
| KO | COCA COLA CO | $273.09万 | 0.22% | 33,603 | 29 | 0.1% | $2,357 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $269.83万 | 0.22% | 21,067 | 44 | 0.2% | $5,636 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $265.04万 | 0.21% | 15,578 | 428 | 2.8% | $7.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $263.75万 | 0.21% | 11,147 | -154 | -1.4% | -$3.64万 | 减仓 |
| WMT | WALMART INC | $259.18万 | 0.21% | 22,883 | -889 | -3.7% | -$10.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $257.70万 | 0.21% | 5,058 | -67 | -1.3% | -$3.41万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $254.40万 | 0.21% | 21,692 | -2,262 | -9.4% | -$26.53万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $253.77万 | 0.20% | 20,048 | -683 | -3.3% | -$8.65万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $249.19万 | 0.20% | 19,569 | -68 | -0.3% | -$8,659 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $244.23万 | 0.20% | 32,348 | 7,832 | 31.9% | $59.13万 | 加仓 |
| CMI | CUMMINS INC | $242.39万 | 0.20% | 3,399 | -493 | -12.7% | -$35.16万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $240.29万 | 0.19% | 12,612 | -1,169 | -8.5% | -$22.27万 | 减仓 |
| HD | HOME DEPOT INC | $230.28万 | 0.19% | 6,529 | -121 | -1.8% | -$4.27万 | 减仓 |
| CVX | CHEVRON CORPORATION | $222.50万 | 0.18% | 13,423 | -122 | -0.9% | -$2.02万 | 减仓 |
| GE | GE AEROSPACE | $220.24万 | 0.18% | 5,893 | -148 | -2.4% | -$5.53万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $211.77万 | 0.17% | 25,623 | -14,090 | -35.5% | -$116.45万 | 减仓 |
| SPGI | S&P GLOBAL INC | $209.83万 | 0.17% | 5,152 | -379 | -6.9% | -$15.44万 | 减仓 |
| IHI | ISHARES TR | $209.59万 | 0.17% | 42,418 | -89,251 | -67.8% | -$440.99万 | 减仓 |
| GLDM | WORLD GOLD TR | $207.12万 | 0.17% | 26,079 | 1,224 | 4.9% | $9.72万 | 加仓 |
| V | VISA INC | $203.48万 | 0.16% | 5,931 | -530 | -8.2% | -$18.18万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $198.20万 | 0.16% | 7,048 | 46 | 0.7% | $1.29万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $195.38万 | 0.16% | 31,248 | -621 | -1.9% | -$3.88万 | 减仓 |
| DGRO | ISHARES TR | $194.03万 | 0.16% | 25,601 | 82 | 0.3% | $6,215 | 加仓 |
| ABBV | ABBVIE INC | $193.34万 | 0.16% | 7,683 | 44 | 0.6% | $1.11万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $192.31万 | 0.16% | 31,636 | -8,200 | -20.6% | -$49.85万 | 减仓 |
| IYW | ISHARES TR | $190.45万 | 0.15% | 7,551 | 2,806 | 59.1% | $70.77万 | 加仓 |
| NLR | VANECK ETF TRUST | $186.25万 | 0.15% | 16,059 | 1,076 | 7.2% | $12.48万 | 加仓 |
| CALF | PACER FDS TR | $180.31万 | 0.15% | 35,627 | -1,096 | -3.0% | -$5.55万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $177.40万 | 0.14% | 39,126 | -2,781 | -6.6% | -$12.61万 | 减仓 |
| IWB | ISHARES TR | $175.17万 | 0.14% | 4,278 | -5 | -0.1% | -$2,047 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $171.80万 | 0.14% | 28,782 | 2,264 | 8.5% | $13.51万 | 加仓 |
| MO | ALTRIA GROUP INC | $170.60万 | 0.14% | 23,710 | 9 | 0.0% | $648 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $168.70万 | 0.14% | 41,581 | 1,731 | 4.3% | $7.02万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $167.80万 | 0.14% | 27,832 | -6,652 | -19.3% | -$40.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $157.06万 | 0.13% | 2,704 | -321 | -10.6% | -$18.65万 | 减仓 |
| QCOM | QUALCOMM INC | $155.63万 | 0.13% | 8,422 | -1,570 | -15.7% | -$29.01万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $153.91万 | 0.12% | 11,250 | -247 | -2.1% | -$3.38万 | 减仓 |
| OEF | ISHARES TR | $153.09万 | 0.12% | 4,184 | -635 | -13.2% | -$23.23万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $146.74万 | 0.12% | 4,664 | 19 | 0.4% | $5,978 | 加仓 |
| DIS | DISNEY WALT CO | $145.84万 | 0.12% | 15,153 | 3,754 | 32.9% | $36.13万 | 加仓 |
| IWD | ISHARES TR | $145.16万 | 0.12% | 5,988 | -98 | -1.6% | -$2.38万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $142.67万 | 0.12% | 22,841 | -362 | -1.6% | -$2.26万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $142.33万 | 0.11% | 5,857 | -118 | -2.0% | -$2.87万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $139.96万 | 0.11% | 8,463 | -384 | -4.3% | -$6.35万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $136.33万 | 0.11% | 32,200 | -573 | -1.7% | -$2.43万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $134.18万 | 0.11% | 13,021 | -205 | -1.5% | -$2.11万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $134.06万 | 0.11% | 6,704 | 223 | 3.4% | $4.46万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $128.19万 | 0.10% | 10,773 | 91 | 0.9% | $1.08万 | 加仓 |
| ISCF | ISHARES TR | $126.35万 | 0.10% | 29,186 | -774 | -2.6% | -$3.35万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $122.50万 | 0.10% | 29,228 | -2,115 | -6.7% | -$8.86万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $121.34万 | 0.10% | 7,648 | -156 | -2.0% | -$2.47万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $121.07万 | 0.10% | 24,567 | 63 | 0.3% | $3,105 | 加仓 |
| TFC | TRUIST FINL CORP | $117.46万 | 0.09% | 23,577 | -264 | -1.1% | -$1.32万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $117.44万 | 0.09% | 13,738 | 171 | 1.3% | $1.46万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $115.68万 | 0.09% | 21,579 | -361 | -1.6% | -$1.94万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $114.41万 | 0.09% | 42,297 | 2,235 | 5.6% | $6.05万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $108.27万 | 0.09% | 20,910 | -2,675 | -11.3% | -$13.85万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $106.82万 | 0.09% | 1,519 | 470 | 44.8% | $33.05万 | 加仓 |
| AVGO | BROADCOM INC | $106.36万 | 0.09% | 2,816 | -93 | -3.2% | -$3.51万 | 减仓 |
| NNN | NNN REIT INC | $105.65万 | 0.09% | 22,705 | -1,135 | -4.8% | -$5.28万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $99.70万 | 0.08% | 12,906 | 1,046 | 8.8% | $8.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $98.20万 | 0.08% | 6,697 | 50 | 0.8% | $7,332 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $97.29万 | 0.08% | 22,595 | -310 | -1.4% | -$1.33万 | 减仓 |
| IWR | ISHARES TR | $97.09万 | 0.08% | 8,801 | 305 | 3.6% | $3.36万 | 加仓 |
| C | CITIGROUP INC | $96.58万 | 0.08% | 6,900 | 594 | 9.4% | $8.31万 | 加仓 |
| IVE | ISHARES TR | $95.81万 | 0.08% | 4,219 | -967 | -18.6% | -$21.96万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $95.21万 | 0.08% | 20,931 | -486,726 | -95.9% | -$2,214.10万 | 减仓 |
| BA | BOEING CO | $94.58万 | 0.08% | 4,369 | 205 | 4.9% | $4.44万 | 加仓 |
| CAT | CATERPILLAR INC | $93.90万 | 0.08% | 882 | 87 | 10.9% | $9.26万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $93.76万 | 0.08% | 3,061 | -443 | -12.6% | -$13.57万 | 减仓 |
| IWM | ISHARES TR | $93.05万 | 0.08% | 3,097 | 93 | 3.1% | $2.79万 | 加仓 |
| AMAT | APPLIED MATLS INC | $89.65万 | 0.07% | 1,240 | 280 | 29.2% | $20.24万 | 加仓 |
| NFLX | NETFLIX INC. | $89.55万 | 0.07% | 12,542 | 880 | 7.5% | $6.28万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $89.49万 | 0.07% | 4,667 | 2,816 | 152.1% | $54.00万 | 加仓 |
| CSX | CSX CORP | $89.46万 | 0.07% | 18,821 | -501 | -2.6% | -$2.38万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $88.37万 | 0.07% | 17,534 | -128 | -0.7% | -$6,451 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $88.10万 | 0.07% | 18,138 | 2,533 | 16.2% | $12.30万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $86.37万 | 0.07% | 2,078 | 54 | 2.7% | $2.24万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $85.05万 | 0.07% | 6,732 | 441 | 7.0% | $5.57万 | 加仓 |
| ORCL | ORACLE CORP | $84.24万 | 0.07% | 5,748 | 682 | 13.5% | $9.99万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $83.13万 | 0.07% | 20,951 | 14,585 | 229.1% | $57.87万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $82.04万 | 0.07% | 10,596 | -1,391 | -11.6% | -$10.77万 | 减仓 |
| MRK | MERCK & CO INC | $82.02万 | 0.07% | 6,383 | 96 | 1.5% | $1.23万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $81.02万 | 0.07% | 17,309 | -26,773 | -60.7% | -$125.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $80.47万 | 0.06% | 796 | 27 | 3.5% | $2.73万 | 加仓 |
| T | AT&T INC | $78.99万 | 0.06% | 38,161 | 34 | 0.1% | $704 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $78.01万 | 0.06% | 21,175 | 7,359 | 53.3% | $27.11万 | 加仓 |
| VHT | VANGUARD WORLD FD | $77.35万 | 0.06% | 2,587 | 119 | 4.8% | $3.56万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $76.70万 | 0.06% | 18,521 | -6,969 | -27.3% | -$28.86万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $74.53万 | 0.06% | 7,788 | -1,067 | -12.0% | -$10.21万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $71.77万 | 0.06% | 26,013 | -3,573 | -12.1% | -$9.86万 | 减仓 |
| RTX | RTX CORPORATION | $71.52万 | 0.06% | 3,769 | -104 | -2.7% | -$1.97万 | 减仓 |
| META | META PLATFORMS INC | $69.09万 | 0.06% | 1,227 | 38 | 3.2% | $2.14万 | 加仓 |
| CSCO | CISCO SYS INC | $68.84万 | 0.06% | 5,861 | 525 | 9.8% | $6.17万 | 加仓 |
| RY | ROYAL BK CDA | $68.07万 | 0.05% | 3,289 | -1 | -0.0% | -$207 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $67.51万 | 0.05% | 3,951 | 3,951 | — | $67.51万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $67.14万 | 0.05% | 22,712 | -2,354 | -9.4% | -$6.96万 | 减仓 |