Capital Advisors Wealth Management, LLC
YAKIMA WA · SEC CIK 0001824700
$7.45亿2026Q1 申报市值
219持仓数
42.6%前十大占比 · 第一大 6.9%
11 / 12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
AVUV 新建仓+$1,406.35万
IEMG 加仓+$1,329.37万
VTV 加仓+$739.30万
SGOV 加仓+$477.44万
VB 加仓+$423.26万
2026Q1 卖出最多 按季末市值估算
JMEE 减仓-$1,293.23万
GSSC 减仓-$708.73万
VGT 减仓-$507.24万
IWF 减仓-$429.60万
QQQ 减仓-$150.24万
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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $49.67万 | 0.07% | 1,996 | -73 | -3.5% | -$1.82万 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $49.72万 | 0.07% | 19,638 | -1,033 | -5.0% | -$2.62万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $51.11万 | 0.07% | 5,357 | 1,902 | 55.1% | $18.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $51.20万 | 0.07% | 1,498 | -5 | -0.3% | -$1,709 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $51.90万 | 0.07% | 13,564 | 6,575 | 94.1% | $25.16万 | 加仓 |
| ASML | ASML HLDG NV | $52.17万 | 0.07% | 395 | 16 | 4.2% | $2.11万 | 加仓 |
| MRK | MERCK & CO INC | $52.59万 | 0.07% | 4,372 | 456 | 11.6% | $5.49万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $55.14万 | 0.07% | 8,992 | 194 | 2.2% | $1.19万 | 加仓 |
| CSCO | CISCO SYS INC | $55.82万 | 0.07% | 7,194 | -108 | -1.5% | -$8,379 | 减仓 |
| KO | COCA COLA CO | $57.18万 | 0.08% | 7,518 | 82 | 1.1% | $6,236 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $58.87万 | 0.08% | 3,561 | 189 | 5.6% | $3.12万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $60.46万 | 0.08% | 1,384 | -112 | -7.5% | -$4.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $61.06万 | 0.08% | 19,901 | 120 | 0.6% | $3,682 | 加仓 |
| GE | GE AEROSPACE | $63.56万 | 0.09% | 2,240 | -3 | -0.1% | -$851 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $69.80万 | 0.09% | 5,716 | -294 | -4.9% | -$3.59万 | 减仓 |
| SBUX | STARBUCKS CORP | $71.52万 | 0.10% | 7,983 | -31 | -0.4% | -$2,777 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.10万 | 0.10% | 3,057 | 80 | 2.7% | $1.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.47万 | 0.10% | 3,881 | 494 | 14.6% | $9.48万 | 加仓 |
| DLN | WISDOMTREE TR | $76.01万 | 0.10% | 8,509 | -84 | -1.0% | -$7,504 | 减仓 |
| USB | US BANCORP | $77.32万 | 0.10% | 14,867 | -1,907 | -11.4% | -$9.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $78.47万 | 0.11% | 5,433 | 281 | 5.5% | $4.06万 | 加仓 |
| SO | SOUTHERN CO | $79.70万 | 0.11% | 8,257 | 132 | 1.6% | $1.27万 | 加仓 |
| TSLA | TESLA INC | $82.60万 | 0.11% | 2,222 | 41 | 1.9% | $1.52万 | 加仓 |
| PEP | PEPSICO INC | $82.81万 | 0.11% | 5,333 | -1 | -0.0% | -$155 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $84.10万 | 0.11% | 2,489 | -991 | -28.5% | -$33.48万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $85.17万 | 0.11% | 6,501 | 3,403 | 109.8% | $44.58万 | 加仓 |
| IJH | ISHARES TR | $85.58万 | 0.11% | 12,672 | -219 | -1.7% | -$1.48万 | 减仓 |
| IJR | ISHARES TR | $85.81万 | 0.12% | 6,903 | -21 | -0.3% | -$2,610 | 减仓 |
| RKLB | ROCKET LAB CORP | $85.89万 | 0.12% | 13,374 | -92 | -0.7% | -$5,908 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $85.95万 | 0.12% | 12,496 | -11,508 | -47.9% | -$79.15万 | 减仓 |
| DCTH | DELCATH SYS INC | $86.30万 | 0.12% | 93,000 | 2,500 | 2.8% | $2.32万 | 加仓 |
| MPC | MARATHON PETE CORP | $86.97万 | 0.12% | 3,562 | -36 | -1.0% | -$8,790 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $87.61万 | 0.12% | 8,981 | 105 | 1.2% | $1.02万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $87.80万 | 0.12% | 11,777 | -95,070 | -89.0% | -$708.73万 | 减仓 |
| T | AT&T INC | $87.97万 | 0.12% | 30,344 | 871 | 3.0% | $2.53万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $88.02万 | 0.12% | 2,550 | 151 | 6.3% | $5.21万 | 加仓 |
| GEV | GE VERNOVA INC | $88.12万 | 0.12% | 1,010 | 10 | 1.0% | $8,725 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $88.87万 | 0.12% | 12,376 | 1,448 | 13.3% | $10.40万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $89.02万 | 0.12% | 4,326 | 476 | 12.4% | $9.80万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.41万 | 0.12% | 13,549 | 235 | 1.8% | $1.55万 | 加仓 |
| CAT | CATERPILLAR INC | $99.05万 | 0.13% | 1,398 | 20 | 1.5% | $1.42万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $101.02万 | 0.14% | 19,115 | -12,171 | -38.9% | -$64.32万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $102.32万 | 0.14% | 11,947 | 4,981 | 71.5% | $42.66万 | 加仓 |
| NFLX | NETFLIX INC. | $103.54万 | 0.14% | 10,769 | -9,645 | -47.2% | -$92.74万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $107.28万 | 0.14% | 26,275 | -489 | -1.8% | -$2.00万 | 减仓 |
| MCD | MCDONALDS CORP | $109.63万 | 0.15% | 3,528 | 11 | 0.3% | $3,418 | 加仓 |
| QCOM | QUALCOMM INC | $109.81万 | 0.15% | 8,527 | -678 | -7.4% | -$8.73万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $110.34万 | 0.15% | 5,414 | 24 | 0.4% | $4,891 | 加仓 |
| WMT | WALMART INC | $111.88万 | 0.15% | 9,002 | 9 | 0.1% | $1,119 | 加仓 |
| MLN | VANECK ETF TRUST | $112.48万 | 0.15% | 64,498 | -8,237 | -11.3% | -$14.37万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $120.26万 | 0.16% | 1,990 | 85 | 4.5% | $5.14万 | 加仓 |
| GLD | SPDR GOLD TR | $128.31万 | 0.17% | 2,982 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $134.03万 | 0.18% | 14,805 | 2,163 | 17.1% | $19.58万 | 加仓 |
| PWR | QUANTA SVCS INC | $134.55万 | 0.18% | 2,451 | 126 | 5.4% | $6.92万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $135.42万 | 0.18% | 20,281 | -193,684 | -90.5% | -$1,293.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $145.67万 | 0.20% | 5,960 | 2,996 | 101.1% | $73.23万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $147.51万 | 0.20% | 102,794 | 61,219 | 147.2% | $87.85万 | 加仓 |
| PYLD | PIMCO ETF TR | $150.07万 | 0.20% | 57,278 | 17,494 | 44.0% | $45.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $152.63万 | 0.20% | 23,819 | 550 | 2.4% | $3.52万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $159.83万 | 0.21% | 54,869 | -5,136 | -8.6% | -$14.96万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $161.80万 | 0.22% | 26,412 | -1,398 | -5.0% | -$8.56万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $163.96万 | 0.22% | 10,227 | -672 | -6.2% | -$10.77万 | 减仓 |
| PSX | PHILLIPS 66 | $164.27万 | 0.22% | 9,017 | 395 | 4.6% | $7.20万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $164.56万 | 0.22% | 19,438 | -131 | -0.7% | -$1.11万 | 减仓 |
| SHM | SPDR SERIES TRUST | $164.58万 | 0.22% | 34,409 | -1,517 | -4.2% | -$7.26万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $175.94万 | 0.24% | 110,792 | 1,309 | 1.2% | $2.08万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $189.82万 | 0.25% | 4,862 | 120 | 2.5% | $4.68万 | 加仓 |
| IAU | ISHARES GOLD TR | $198.33万 | 0.27% | 22,497 | -6,155 | -21.5% | -$54.26万 | 减仓 |
| — | EXXON MOBIL CORP | $213.04万 | 0.29% | 12,557 | 4,339 | 52.8% | $73.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $216.98万 | 0.29% | 10,487 | 608 | 6.2% | $12.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $224.10万 | 0.30% | 3,750 | 536 | 16.7% | $32.03万 | 加仓 |
| GOOG | ALPHABET INC | $225.01万 | 0.30% | 7,844 | -249 | -3.1% | -$7.14万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $259.05万 | 0.35% | 11,924 | -201 | -1.7% | -$4.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $266.21万 | 0.36% | 8,808 | -268 | -3.0% | -$8.10万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $271.30万 | 0.36% | 57,626 | 2,098 | 3.8% | $9.88万 | 加仓 |
| ABBV | ABBVIE INC | $275.07万 | 0.37% | 12,647 | 136 | 1.1% | $2.96万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $281.50万 | 0.38% | 60,694 | 527 | 0.9% | $2.44万 | 加仓 |
| AMLP | ALPS ETF TR | $283.51万 | 0.38% | 53,858 | 53,858 | — | $283.51万 | 新建仓 |
| MLPA | GLOBAL X FDS | $307.30万 | 0.41% | 57,045 | 396 | 0.7% | $2.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $312.46万 | 0.42% | 10,880 | -6 | -0.1% | -$1,723 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $317.30万 | 0.43% | 21,691 | 195 | 0.9% | $2.85万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $318.93万 | 0.43% | 11,421 | 434 | 4.0% | $12.12万 | 加仓 |
| AGG | ISHARES TR | $344.82万 | 0.46% | 34,736 | -3,974 | -10.3% | -$39.45万 | 减仓 |
| V | VISA INC | $348.51万 | 0.47% | 11,531 | -4,132 | -26.4% | -$124.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $351.91万 | 0.47% | 11,963 | 118 | 1.0% | $3.47万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $361.34万 | 0.49% | 72,282 | 22,314 | 44.7% | $111.55万 | 加仓 |
| MUB | ISHARES TR | $366.15万 | 0.49% | 34,494 | 274 | 0.8% | $2.91万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $390.31万 | 0.52% | 142,295 | 1,863 | 1.3% | $5.11万 | 加仓 |
| HDV | ISHARES TR | $395.73万 | 0.53% | 29,158 | 3,871 | 15.3% | $52.54万 | 加仓 |
| IEF | ISHARES TR | $404.48万 | 0.54% | 42,381 | -3,344 | -7.3% | -$31.91万 | 减仓 |
| AVGO | BROADCOM INC | $406.07万 | 0.55% | 13,120 | 180 | 1.4% | $5.57万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $456.16万 | 0.61% | 36,455 | -1,783 | -4.7% | -$22.31万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $476.73万 | 0.64% | 90,927 | -4,360 | -4.6% | -$22.86万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $523.55万 | 0.70% | 63,863 | -9 | -0.0% | -$738 | 减仓 |
| MINT | PIMCO ETF TR | $540.79万 | 0.73% | 53,773 | 2,424 | 4.7% | $24.38万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $568.98万 | 0.76% | 42,269 | 327 | 0.8% | $4.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $574.89万 | 0.77% | 17,920 | 402 | 2.3% | $12.90万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $585.27万 | 0.79% | 191,893 | 9,144 | 5.0% | $27.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $614.98万 | 0.83% | 6,172 | 56 | 0.9% | $5.58万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $625.17万 | 0.84% | 122,703 | 27,896 | 29.4% | $142.13万 | 加仓 |