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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $21.28万 | 0.02% | 1,966 | 1,966 | — | $21.28万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $21.22万 | 0.02% | 710 | 2 | 0.3% | $598 | 加仓 |
| ENB | ENBRIDGE INC | $21.14万 | 0.02% | 3,904 | 3,904 | — | $21.14万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.04万 | 0.02% | 753 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $20.86万 | 0.02% | 977 | 977 | — | $20.86万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $20.86万 | 0.02% | 3,522 | -92 | -2.5% | -$5,449 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $20.81万 | 0.02% | 2,116 | 20 | 1.0% | $1,967 | 加仓 |
| VOE | VANGUARD INDEX FDS | $20.58万 | 0.02% | 1,117 | 1,117 | — | $20.58万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $20.35万 | 0.02% | 3,376 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $20.21万 | 0.02% | 1,676 | 431 | 34.6% | $5.20万 | 重新持有 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $20.18万 | 0.02% | 10,816 | -2,021 | -15.7% | -$3.77万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $19.46万 | 0.02% | 22,161 | -486 | -2.1% | -$4,267 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $15.45万 | 0.01% | 15,001 | 15,001 | — | $15.45万 | 新建仓 |
| — | PUTNAM ETF TRUST | $15.44万 | 0.01% | 19,817 | 19,817 | — | $15.44万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $13.18万 | 0.01% | 24,500 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.63万 | 0.01% | 11,451 | 131 | 1.2% | $988 | 加仓 |
| ADT | ADT INC DEL | $6.59万 | 0.01% | 10,037 | 1 | 0.0% | $7 | 加仓 |
| HLLY | HOLLEY INC | $6.51万 | 0.01% | 21,191 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -73,178 | -100.0% | -$411.70万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -2,224 | -100.0% | -$54.95万 | 清仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,000 | -100.0% | -$47.57万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,842 | -100.0% | -$41.01万 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,417 | -100.0% | -$34.12万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -901 | -100.0% | -$31.53万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,189 | -100.0% | -$30.03万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,643 | -100.0% | -$25.17万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,455 | -100.0% | -$23.42万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -340 | -100.0% | -$22.52万 | 清仓 |
| MDYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,434 | -100.0% | -$22.50万 | 清仓 |
| FFA | FIRST TR ENHANCED EQUITY INC | $0 | 0.00% | 0 | -10,164 | -100.0% | -$22.38万 | 清仓 |
| FXL | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -592 | -100.0% | -$20.80万 | 清仓 |