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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $22.50万 | 0.02% | 2,175 | 2,175 | — | $22.50万 | 新建仓 |
| FISV | FISERV INC | $22.38万 | 0.02% | 4,563 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $22.36万 | 0.02% | 2,080 | -36 | -1.7% | -$3,870 | 减仓 |
| GWW | WW GRAINGER INC | $22.31万 | 0.02% | 164 | 164 | — | $22.31万 | 新建仓 |
| AGG | ISHARES TR | $22.26万 | 0.02% | 2,249 | -3 | -0.1% | -$297 | 减仓 |
| XNTK | SPDR SERIES TRUST | $21.98万 | 0.02% | 563 | 563 | — | $21.98万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.80万 | 0.02% | 444 | -165 | -27.1% | -$8.10万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $21.75万 | 0.02% | 7,511 | -1,048 | -12.2% | -$3.04万 | 减仓 |
| EXPO | EXPONENT INC | $21.74万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $21.63万 | 0.02% | 1,977 | 34 | 1.7% | $3,720 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $21.36万 | 0.02% | 22,154 | -7 | -0.0% | -$67 | 减仓 |
| HCA | HCA HEALTHCARE INC | $21.33万 | 0.02% | 547 | 1 | 0.2% | $390 | 加仓 |
| ENB | ENBRIDGE INC | $21.27万 | 0.02% | 3,924 | 20 | 0.5% | $1,084 | 加仓 |
| PFE | PFIZER INC | $20.93万 | 0.02% | 8,691 | -2 | -0.0% | -$48 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.87万 | 0.02% | 700 | 700 | — | $20.87万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $20.70万 | 0.02% | 1,349 | 1,349 | — | $20.70万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.69万 | 0.02% | 6,472 | 58 | 0.9% | $1,854 | 加仓 |
| SGOL | ETFS GOLD TR | $20.51万 | 0.02% | 5,364 | 5,364 | — | $20.51万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.35万 | 0.02% | 3,235 | 3,235 | — | $20.35万 | 新建仓 |
| EQT | EQT CORP | $20.32万 | 0.02% | 3,821 | 11 | 0.3% | $585 | 加仓 |
| NEM | NEWMONT CORP | $20.19万 | 0.02% | 2,162 | 196 | 10.0% | $1.83万 | 加仓 |
| O | REALTY INCOME CORP | $20.16万 | 0.02% | 3,254 | 3,254 | — | $20.16万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $20.09万 | 0.02% | 1,017 | -100 | -9.0% | -$1.98万 | 减仓 |
| — | VILLAGE FARMS INTL INC | $17.20万 | 0.01% | 86,000 | 0 | 0.0% | — | 不变 |
| AVIR | ATEA PHARMACEUTICALS INC | $11.39万 | 0.01% | 24,500 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.19万 | 0.01% | 11,661 | 210 | 1.8% | $1,655 | 加仓 |
| ADT | ADT INC DEL | $6.53万 | 0.01% | 10,039 | 2 | 0.0% | $13 | 加仓 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -415,543 | -100.0% | -$930.40万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -11,629 | -100.0% | -$197.30万 | 清仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -11,554 | -100.0% | -$58.93万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14,141 | -100.0% | -$35.23万 | 清仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -8,161 | -100.0% | -$31.62万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | -43,941 | -100.0% | -$30.27万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,882 | -100.0% | -$26.45万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -420 | -100.0% | -$23.66万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -7,098 | -100.0% | -$23.58万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -753 | -100.0% | -$21.04万 | 清仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -10,816 | -100.0% | -$20.18万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -15,001 | -100.0% | -$15.45万 | 清仓 |
| HLLY | HOLLEY INC | $0 | 0.00% | 0 | -21,191 | -100.0% | -$6.51万 | 清仓 |