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 |
|---|---|---|---|---|---|---|---|---|
| XAR | SPDR SERIES TRUST | $55.88万 | 0.05% | 2,200 | 55 | 2.6% | $1.40万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $54.83万 | 0.05% | 14,253 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $54.78万 | 0.05% | 2,024 | -3 | -0.1% | -$812 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $54.17万 | 0.05% | 30,516 | 229 | 0.8% | $4,065 | 加仓 |
| RY | ROYAL BK CDA | $53.22万 | 0.05% | 3,290 | 6 | 0.2% | $971 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $52.54万 | 0.05% | 30,705 | 650 | 2.2% | $1.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.30万 | 0.05% | 5,094 | 119 | 2.4% | $1.22万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $51.79万 | 0.05% | 3,540 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $51.43万 | 0.05% | 5,834 | -93 | -1.6% | -$8,199 | 减仓 |
| VDE | VANGUARD WORLD FD | $50.76万 | 0.05% | 2,933 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $50.56万 | 0.05% | 3,256 | 252 | 8.4% | $3.91万 | 加仓 |
| AMGN | AMGEN INC | $49.71万 | 0.04% | 1,413 | -134 | -8.7% | -$4.71万 | 减仓 |
| BAC | BANK AMERICA CORP | $49.35万 | 0.04% | 10,123 | -472 | -4.5% | -$2.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $48.76万 | 0.04% | 17,800 | -93 | -0.5% | -$2,547 | 减仓 |
| CWB | SPDR SERIES TRUST | $47.51万 | 0.04% | 5,191 | 323 | 6.6% | $2.96万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $47.38万 | 0.04% | 7,957 | 2,163 | 37.3% | $12.88万 | 加仓 |
| IEMG | ISHARES INC | $47.33万 | 0.04% | 6,785 | 2,573 | 61.1% | $17.95万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $46.93万 | 0.04% | 13,816 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $46.71万 | 0.04% | 1,306 | 62 | 5.0% | $2.22万 | 加仓 |
| REMX | VANECK ETF TRUST | $46.33万 | 0.04% | 5,264 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $46.07万 | 0.04% | 2,786 | -323 | -10.4% | -$5.34万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $45.12万 | 0.04% | 22,093 | -1,843 | -7.7% | -$3.76万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $45.08万 | 0.04% | 1,732 | 70 | 4.2% | $1.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $44.64万 | 0.04% | 6,063 | 15 | 0.2% | $1,105 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $44.41万 | 0.04% | 9,239 | 29 | 0.3% | $1,394 | 加仓 |
| ITB | ISHARES TR | $44.31万 | 0.04% | 4,894 | 10 | 0.2% | $905 | 加仓 |
| VFH | VANGUARD WORLD FD | $44.17万 | 0.04% | 3,656 | 740 | 25.4% | $8.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.44万 | 0.04% | 1,285 | 346 | 36.8% | $11.70万 | 加仓 |
| MCD | MCDONALDS CORP | $41.82万 | 0.04% | 1,346 | -13 | -1.0% | -$4,040 | 减仓 |
| CSCO | CISCO SYS INC | $41.40万 | 0.04% | 5,336 | 558 | 11.7% | $4.33万 | 加仓 |
| — | BANK AMERICA CORP | $41.23万 | 0.04% | 346 | -29 | -7.7% | -$3.46万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $41.08万 | 0.04% | 4,631 | -657 | -12.4% | -$5.83万 | 减仓 |
| UNP | UNION PAC CORP | $40.48万 | 0.04% | 1,669 | 28 | 1.7% | $6,792 | 加仓 |
| MPC | MARATHON PETE CORP | $40.42万 | 0.04% | 1,655 | 6 | 0.4% | $1,465 | 加仓 |
| RPM | RPM INTL INC | $40.19万 | 0.04% | 4,043 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $39.32万 | 0.04% | 6,794 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $38.93万 | 0.03% | 4,749 | 170 | 3.7% | $1.39万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $38.74万 | 0.03% | 19,834 | -1,924 | -8.8% | -$3.76万 | 减仓 |
| LOW | LOWES COS INC | $38.31万 | 0.03% | 1,621 | 10 | 0.6% | $2,363 | 加仓 |
| IQLT | ISHARES TR | $38.30万 | 0.03% | 8,284 | -520 | -5.9% | -$2.40万 | 减仓 |
| MGK | VANGUARD WORLD FD | $38.22万 | 0.03% | 1,040 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $38.04万 | 0.03% | 4,096 | 118 | 3.0% | $1.10万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $37.82万 | 0.03% | 8,784 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $36.88万 | 0.03% | 7,239 | 134 | 1.9% | $6,827 | 加仓 |
| ICSH | ISHARES TR | $36.74万 | 0.03% | 7,258 | -1,741 | -19.3% | -$8.81万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $36.53万 | 0.03% | 6,688 | -59 | -0.9% | -$3,223 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $36.18万 | 0.03% | 1,008 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $36.12万 | 0.03% | 3,718 | -3,909 | -51.3% | -$37.97万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $36.04万 | 0.03% | 4,244 | -1,096 | -20.5% | -$9.31万 | 减仓 |
| — | RBB FUND TRUST | $36.03万 | 0.03% | 26,259 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $35.85万 | 0.03% | 1,045 | 100 | 10.6% | $3.43万 | 加仓 |
| MCK | MCKESSON CORP | $35.61万 | 0.03% | 412 | -71 | -14.7% | -$6.14万 | 减仓 |
| GEV | GE VERNOVA INC | $35.54万 | 0.03% | 407 | -15 | -3.6% | -$1.31万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $35.23万 | 0.03% | 14,141 | 3,419 | 31.9% | $8.52万 | 加仓 |
| DVY | ISHARES TR | $34.49万 | 0.03% | 2,278 | 38 | 1.7% | $5,754 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $34.06万 | 0.03% | 7,332 | 61 | 0.8% | $2,834 | 加仓 |
| AMAT | APPLIED MATLS INC | $32.83万 | 0.03% | 960 | -1 | -0.1% | -$342 | 减仓 |
| SOXX | ISHARES TR | $32.24万 | 0.03% | 981 | 54 | 5.8% | $1.77万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $32.14万 | 0.03% | 6,452 | 200 | 3.2% | $9,962 | 加仓 |
| OKE | ONEOK INC NEW | $31.65万 | 0.03% | 3,502 | 65 | 1.9% | $5,875 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $31.62万 | 0.03% | 8,161 | 53 | 0.7% | $2,053 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $30.77万 | 0.03% | 7,203 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $30.44万 | 0.03% | 5,703 | 239 | 4.4% | $1.28万 | 加仓 |
| MGV | VANGUARD WORLD FD | $30.39万 | 0.03% | 2,097 | -61 | -2.8% | -$8,841 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $30.28万 | 0.03% | 1,851 | 1,851 | — | $30.28万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $30.27万 | 0.03% | 43,941 | -2,190 | -4.7% | -$1.51万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.06万 | 0.03% | 3,647 | 601 | 19.7% | $4.95万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.31万 | 0.03% | 1,234 | 1 | 0.1% | $238 | 加仓 |
| IWN | ISHARES TR | $29.29万 | 0.03% | 1,545 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $29.27万 | 0.03% | 968 | 21 | 2.2% | $6,349 | 加仓 |
| VICR | VICOR CORP | $29.11万 | 0.03% | 1,808 | 1,808 | — | $29.11万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $28.47万 | 0.03% | 2,540 | -120 | -4.5% | -$1.35万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.41万 | 0.03% | 4,684 | 597 | 14.6% | $3.62万 | 加仓 |
| IXUS | ISHARES TR | $27.55万 | 0.02% | 3,180 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $27.54万 | 0.02% | 6,220 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.35万 | 0.02% | 8,168 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $26.62万 | 0.02% | 8,740 | -155 | -1.7% | -$4,721 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $26.56万 | 0.02% | 5,314 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $26.45万 | 0.02% | 3,882 | 53 | 1.4% | $3,611 | 加仓 |
| FDX | FEDEX CORP | $26.24万 | 0.02% | 737 | -44 | -5.6% | -$1.57万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $25.84万 | 0.02% | 546 | 1 | 0.2% | $473 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.65万 | 0.02% | 3,415 | 1 | 0.0% | $75 | 加仓 |
| FISV | FISERV INC | $25.46万 | 0.02% | 4,563 | -184 | -3.9% | -$1.03万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $25.35万 | 0.02% | 936 | 1 | 0.1% | $271 | 加仓 |
| AZO | AUTOZONE INC | $25.33万 | 0.02% | 75 | 75 | — | $25.33万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $24.75万 | 0.02% | 12,400 | 0 | 0.0% | — | 不变 |
| — | VILLAGE FARMS INTL INC | $24.42万 | 0.02% | 86,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.41万 | 0.02% | 8,693 | -6,416 | -42.5% | -$18.02万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $24.35万 | 0.02% | 6,366 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $24.25万 | 0.02% | 3,810 | 10 | 0.3% | $636 | 加仓 |
| WMB | WILLIAMS COS INC | $24.17万 | 0.02% | 3,321 | 3,321 | — | $24.17万 | 新建仓 |
| EXPO | EXPONENT INC | $24.14万 | 0.02% | 3,700 | -1,023 | -21.7% | -$6.68万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $23.74万 | 0.02% | 5,048 | 35 | 0.7% | $1,646 | 加仓 |
| WELL | WELLTOWER INC | $23.71万 | 0.02% | 1,199 | 97 | 8.8% | $1.92万 | 加仓 |
| DE | DEERE & CO | $23.66万 | 0.02% | 420 | 420 | — | $23.66万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $23.58万 | 0.02% | 7,098 | -308 | -4.2% | -$1.02万 | 减仓 |
| AGG | ISHARES TR | $22.36万 | 0.02% | 2,252 | 1 | 0.0% | $99 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $21.51万 | 0.02% | 6,414 | 6,414 | — | $21.51万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $21.48万 | 0.02% | 8,559 | -1,943 | -18.5% | -$4.88万 | 减仓 |
| TIP | ISHARES TR | $21.45万 | 0.02% | 1,943 | 1,943 | — | $21.45万 | 新建仓 |