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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $4,999.66万 | 4.03% | 580,439 | 4,067 | 0.7% | $35.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,495.01万 | 3.62% | 61,040 | -647 | -1.0% | -$47.65万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,255.74万 | 2.63% | 411,962 | 303,873 | 281.1% | $2,401.51万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,047.24万 | 2.46% | 979,820 | 97,542 | 11.1% | $303.36万 | 加仓 |
| COWZ | PACER FDS TR | $2,785.86万 | 2.25% | 447,890 | -4,674 | -1.0% | -$29.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,644.36万 | 2.13% | 121,337 | 1,215 | 1.0% | $26.48万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,385.21万 | 1.92% | 517,962 | 45,492 | 9.6% | $209.49万 | 加仓 |
| IVV | ISHARES TR | $2,349.68万 | 1.89% | 31,376 | -2,560 | -7.5% | -$191.71万 | 减仓 |
| ICVT | ISHARES TR | $2,340.04万 | 1.89% | 192,216 | 12,343 | 6.9% | $150.26万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,267.63万 | 1.83% | 181,759 | 734 | 0.4% | $9.16万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,134.84万 | 1.72% | 770,700 | 13,994 | 1.8% | $38.76万 | 加仓 |
| AAPL | APPLE INC | $2,106.96万 | 1.70% | 72,814 | -173 | -0.2% | -$5.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,072.55万 | 1.67% | 30,176 | 1,913 | 6.8% | $131.39万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,938.75万 | 1.56% | 122,682 | 4,919 | 4.2% | $77.74万 | 加仓 |
| IWY | ISHARES TR | $1,911.02万 | 1.54% | 65,757 | 348 | 0.5% | $10.11万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,790.06万 | 1.44% | 339,284 | 3,205 | 1.0% | $16.91万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,763.88万 | 1.42% | 364,814 | 13,241 | 3.8% | $64.02万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,738.32万 | 1.40% | 145,441 | 481 | 0.3% | $5.75万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,715.78万 | 1.38% | 209,395 | 12,756 | 6.5% | $104.52万 | 加仓 |
| IEFA | ISHARES TR | $1,703.62万 | 1.37% | 176,394 | 4,211 | 2.4% | $40.67万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,613.51万 | 1.30% | 176,900 | 2,558 | 1.5% | $23.33万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,549.87万 | 1.25% | 202,069 | -74,926 | -27.0% | -$574.68万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,437.75万 | 1.16% | 285,325 | -12,931 | -4.3% | -$65.16万 | 减仓 |
| IOO | ISHARES TR | $1,411.60万 | 1.14% | 103,359 | 1,674 | 1.6% | $22.86万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,365.01万 | 1.10% | 269,658 | 37,687 | 16.2% | $190.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,333.81万 | 1.08% | 138,233 | 6,916 | 5.3% | $66.73万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,293.46万 | 1.04% | 431,011 | 26,087 | 6.4% | $78.29万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,293.40万 | 1.04% | 322,301 | 18,674 | 6.2% | $74.94万 | 加仓 |
| GARP | ISHARES TR | $1,249.83万 | 1.01% | 151,403 | 17,964 | 13.5% | $148.29万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,237.55万 | 1.00% | 365,708 | 14,008 | 4.0% | $47.40万 | 加仓 |
| IJH | ISHARES TR | $1,157.84万 | 0.93% | 150,154 | -7,122 | -4.5% | -$54.92万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1,151.53万 | 0.93% | 219,172 | 3,392 | 1.6% | $17.82万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,122.96万 | 0.91% | 124,635 | -4,535 | -3.5% | -$40.86万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,093.21万 | 0.88% | 219,609 | 213,157 | 3,303.7% | $1,061.09万 | 加仓 |
| IMCG | ISHARES TR | $1,091.72万 | 0.88% | 111,060 | 13,194 | 13.5% | $129.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,000.38万 | 0.81% | 19,992 | -1,178 | -5.6% | -$58.95万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $952.05万 | 0.77% | 12,749 | -292 | -2.2% | -$21.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $946.08万 | 0.76% | 47,283 | -1,676 | -3.4% | -$33.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $940.57万 | 0.76% | 18,313 | -389 | -2.1% | -$19.98万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $938.96万 | 0.76% | 115,835 | 4,780 | 4.3% | $38.75万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $912.81万 | 0.74% | 211,593 | -3,781 | -1.8% | -$16.31万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $907.52万 | 0.73% | 362,573 | 15,475 | 4.5% | $38.73万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $836.46万 | 0.67% | 93,774 | 21,891 | 30.5% | $195.27万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $825.85万 | 0.67% | 152,878 | -505 | -0.3% | -$2.73万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $822.51万 | 0.66% | 141,324 | 10,647 | 8.1% | $61.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $760.76万 | 0.61% | 25,098 | 442 | 1.8% | $13.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $755.83万 | 0.61% | 106,082 | 196 | 0.2% | $1.40万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $754.30万 | 0.61% | 303,176 | -9,739 | -3.1% | -$24.23万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $735.83万 | 0.59% | 259,188 | -232,532 | -47.3% | -$660.16万 | 减仓 |
| IJR | ISHARES TR | $716.91万 | 0.58% | 48,339 | -4,074 | -7.8% | -$60.42万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $707.49万 | 0.57% | 140,849 | 34,338 | 32.2% | $172.48万 | 加仓 |
| GOOGL | ALPHABET INC | $696.12万 | 0.56% | 19,479 | -305 | -1.5% | -$10.90万 | 减仓 |
| AMZN | AMAZON COM INC | $690.08万 | 0.56% | 28,954 | -1,349 | -4.5% | -$32.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $647.60万 | 0.52% | 6,923 | 22 | 0.3% | $2.06万 | 加仓 |
| ISCG | ISHARES TR | $643.43万 | 0.52% | 98,173 | 15,548 | 18.8% | $101.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $623.58万 | 0.50% | 19,050 | 7 | 0.0% | $2,291 | 加仓 |
| MUNI | PIMCO ETF TR | $623.50万 | 0.50% | 118,536 | 3,987 | 3.5% | $20.97万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $614.92万 | 0.50% | 193,921 | -15,907 | -7.6% | -$50.44万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $602.62万 | 0.49% | 136,852 | 13,159 | 10.6% | $57.95万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $593.76万 | 0.48% | 127,938 | -4,602 | -3.5% | -$21.36万 | 减仓 |
| GOOG | ALPHABET INC | $582.38万 | 0.47% | 16,483 | 506 | 3.2% | $17.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $581.16万 | 0.47% | 15,580 | -139 | -0.9% | -$5.18万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $564.07万 | 0.45% | 221,030 | -4,225 | -1.9% | -$10.78万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $547.38万 | 0.44% | 108,241 | 25,799 | 31.3% | $130.47万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $544.69万 | 0.44% | 216,406 | 63,761 | 41.8% | $160.49万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $537.70万 | 0.43% | 15,767 | -23 | -0.1% | -$7,844 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $532.55万 | 0.43% | 76,187 | 12,402 | 19.4% | $86.69万 | 加仓 |
| IWP | ISHARES TR | $526.41万 | 0.42% | 35,955 | -2,583 | -6.7% | -$37.82万 | 减仓 |
| AFL | AFLAC INC | $494.77万 | 0.40% | 42,198 | 7 | 0.0% | $821 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $487.32万 | 0.39% | 38,129 | -4,063 | -9.6% | -$51.93万 | 减仓 |
| GLD | SPDR GOLD TR | $486.92万 | 0.39% | 13,218 | 24 | 0.2% | $8,841 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $480.29万 | 0.39% | 82,086 | 801 | 1.0% | $4.69万 | 加仓 |
| IUSV | ISHARES TR | $465.60万 | 0.38% | 42,269 | -26,473 | -38.5% | -$291.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $462.05万 | 0.37% | 12,487 | 346 | 2.8% | $12.80万 | 加仓 |
| DBEF | DBX ETF TR | $460.22万 | 0.37% | 84,242 | 30,373 | 56.4% | $165.93万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $447.58万 | 0.36% | 24,163 | -181 | -0.7% | -$3.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $425.68万 | 0.34% | 115,799 | 7,320 | 6.7% | $26.91万 | 加仓 |
| VAW | VANGUARD WORLD FD | $418.10万 | 0.34% | 18,274 | -928 | -4.8% | -$21.23万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $417.09万 | 0.34% | 27,031 | 278 | 1.0% | $4.29万 | 加仓 |
| — | ISHARES TR | $416.72万 | 0.34% | 96,957 | 23,983 | 32.9% | $103.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $411.73万 | 0.33% | 16,212 | -246 | -1.5% | -$6.25万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $408.35万 | 0.33% | 65,745 | 17,282 | 35.7% | $107.34万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $406.76万 | 0.33% | 41,422 | -2,058 | -4.7% | -$20.21万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $390.39万 | 0.31% | 50,093 | 37,834 | 308.6% | $294.86万 | 加仓 |
| MGC | VANGUARD WORLD FD | $390.39万 | 0.31% | 14,267 | 1,806 | 14.5% | $49.42万 | 加仓 |
| LLY | ELI LILLY & CO | $389.64万 | 0.31% | 3,249 | 64 | 2.0% | $7.68万 | 加仓 |
| ITA | ISHARES TR | $378.07万 | 0.30% | 15,596 | 1,188 | 8.2% | $28.80万 | 加仓 |
| IWF | ISHARES TR | $361.18万 | 0.29% | 29,088 | -1,936 | -6.2% | -$24.04万 | 减仓 |
| VDC | VANGUARD WORLD FD | $355.18万 | 0.29% | 15,751 | 226 | 1.5% | $5.10万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $349.31万 | 0.28% | 12,232 | 1,790 | 17.1% | $51.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $340.32万 | 0.27% | 2,948 | -124 | -4.0% | -$14.31万 | 减仓 |
| IVW | ISHARES TR | $336.07万 | 0.27% | 24,436 | -800 | -3.2% | -$11.00万 | 减仓 |
| SMMU | PIMCO ETF TR | $328.31万 | 0.26% | 65,011 | 9,906 | 18.0% | $50.03万 | 加仓 |
| VO | VANGUARD INDEX FDS | $322.55万 | 0.26% | 40,033 | 317 | 0.8% | $2.55万 | 加仓 |
| TSLA | TESLA INC | $315.85万 | 0.25% | 7,510 | -81 | -1.1% | -$3.41万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $302.66万 | 0.24% | 56,017 | 2,791 | 5.2% | $15.08万 | 加仓 |
| DTD | WISDOMTREE TR | $297.63万 | 0.24% | 31,918 | -163 | -0.5% | -$1.52万 | 减仓 |
| IGHG | PROSHARES TR | $293.67万 | 0.24% | 37,491 | -1,184 | -3.1% | -$9.27万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $289.64万 | 0.23% | 54,537 | -7,575 | -12.2% | -$40.23万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $286.87万 | 0.23% | 57,386 | 11,483 | 25.0% | $57.40万 | 加仓 |