Capital Advisors Wealth Management, LLC
YAKIMA WA · SEC CIK 0001824700
$8.51亿2026Q2 申报市值
231持仓数
43.3%前十大占比 · 第一大 6.6%
23 / 11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
SPY 加仓+$372.48万
XLRE 加仓+$319.87万
QQQ 加仓+$314.07万
JPIE 加仓+$256.90万
IVV 加仓+$222.72万
2026Q2 卖出最多 按季末市值估算
BINC 减仓-$511.91万
SGOV 减仓-$348.96万
JPST 减仓-$95.28万
MLN 减仓-$91.36万
CEG 减仓-$73.91万
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 |
|---|---|---|---|---|---|---|---|---|
| FPEI | FIRST TR EXCH TRADED FD III | $49.73万 | 0.06% | 25,778 | 5,974 | 30.2% | $11.52万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $50.16万 | 0.06% | 7,277 | -5,219 | -41.8% | -$35.98万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $51.43万 | 0.06% | 55,779 | 5,609 | 11.2% | $5.17万 | 加仓 |
| CRWV | COREWEAVE INC | $52.97万 | 0.06% | 5,321 | 511 | 10.6% | $5.09万 | 加仓 |
| IWB | ISHARES TR | $55.19万 | 0.06% | 1,348 | 75 | 5.9% | $3.07万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $56.05万 | 0.07% | 9,297 | 3,229 | 53.2% | $19.47万 | 加仓 |
| VIRT | VIRTU FINL INC | $56.59万 | 0.07% | 9,500 | 135 | 1.4% | $8,042 | 加仓 |
| IWY | ISHARES TR | $58.01万 | 0.07% | 1,996 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $59.24万 | 0.07% | 7,290 | -228 | -3.0% | -$1.85万 | 减仓 |
| MRK | MERCK & CO INC | $59.39万 | 0.07% | 4,622 | 250 | 5.7% | $3.21万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $59.74万 | 0.07% | 8,265 | -727 | -8.1% | -$5.25万 | 减仓 |
| ETN | EATON CORP PLC | $59.91万 | 0.07% | 1,406 | 77 | 5.8% | $3.28万 | 加仓 |
| T | AT&T INC | $62.39万 | 0.07% | 30,141 | -203 | -0.7% | -$4,202 | 减仓 |
| BA | BOEING CO | $62.80万 | 0.07% | 2,901 | 553 | 23.6% | $11.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $63.52万 | 0.07% | 7,374 | -930 | -11.2% | -$8.01万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $64.84万 | 0.08% | 3,584 | 23 | 0.6% | $4,161 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $66.49万 | 0.08% | 4,786 | -930 | -16.3% | -$12.92万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $70.20万 | 0.08% | 17,690 | 4,126 | 30.4% | $16.37万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.20万 | 0.08% | 2,416 | -134 | -5.3% | -$3.89万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $71.92万 | 0.08% | 6,403 | -98 | -1.5% | -$1.10万 | 减仓 |
| NFLX | NETFLIX INC. | $74.85万 | 0.09% | 10,483 | -286 | -2.7% | -$2.04万 | 减仓 |
| KLAC | KLA CORP | $78.38万 | 0.09% | 2,598 | -32 | -1.2% | -$9,654 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $79.10万 | 0.09% | 24,944 | 5,043 | 25.3% | $15.99万 | 加仓 |
| SO | SOUTHERN CO | $79.23万 | 0.09% | 8,278 | 21 | 0.3% | $2,010 | 加仓 |
| SBUX | STARBUCKS CORP | $81.09万 | 0.10% | 7,936 | -47 | -0.6% | -$4,803 | 减仓 |
| DLN | WISDOMTREE TR | $82.13万 | 0.10% | 8,527 | 18 | 0.2% | $1,734 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.70万 | 0.10% | 2,941 | -116 | -3.8% | -$3.26万 | 减仓 |
| USB | US BANCORP | $84.23万 | 0.10% | 13,946 | -921 | -6.2% | -$5.56万 | 减仓 |
| CSCO | CISCO SYS INC | $84.58万 | 0.10% | 7,201 | 7 | 0.1% | $822 | 加仓 |
| PEP | PEPSICO INC | $85.69万 | 0.10% | 6,329 | 996 | 18.7% | $13.49万 | 加仓 |
| ASML | ASML HLDG NV | $88.13万 | 0.10% | 443 | 48 | 12.2% | $9.55万 | 加仓 |
| GE | GE AEROSPACE | $88.57万 | 0.10% | 2,370 | 130 | 5.8% | $4.86万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $89.39万 | 0.10% | 16,805 | -2,310 | -12.1% | -$12.29万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $90.38万 | 0.11% | 4,248 | 367 | 9.5% | $7.81万 | 加仓 |
| MPC | MARATHON PETE CORP | $90.75万 | 0.11% | 3,549 | -13 | -0.4% | -$3,324 | 减仓 |
| IJH | ISHARES TR | $95.38万 | 0.11% | 12,370 | -302 | -2.4% | -$2.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.78万 | 0.11% | 1,666 | -654 | -28.2% | -$37.99万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $97.70万 | 0.11% | 12,162 | -214 | -1.7% | -$1.72万 | 减仓 |
| TSLA | TESLA INC | $97.96万 | 0.12% | 2,329 | 107 | 4.8% | $4.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $99.20万 | 0.12% | 6,765 | 1,332 | 24.5% | $19.53万 | 加仓 |
| MO | ALTRIA GROUP INC | $99.58万 | 0.12% | 13,841 | 292 | 2.2% | $2.10万 | 加仓 |
| SHM | SPDR SERIES TRUST | $99.65万 | 0.12% | 20,775 | -13,634 | -39.6% | -$65.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $100.27万 | 0.12% | 1,968 | -22 | -1.1% | -$1.12万 | 减仓 |
| IJR | ISHARES TR | $101.31万 | 0.12% | 6,831 | -72 | -1.0% | -$1.07万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $103.92万 | 0.12% | 9,781 | 800 | 8.9% | $8.50万 | 加仓 |
| WMT | WALMART INC | $106.64万 | 0.13% | 9,416 | 414 | 4.6% | $4.69万 | 加仓 |
| AMAT | APPLIED MATLS INC | $107.94万 | 0.13% | 1,493 | -5 | -0.3% | -$3,615 | 减仓 |
| GLD | SPDR GOLD TR | $109.85万 | 0.13% | 2,982 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $110.94万 | 0.13% | 7,946 | -204 | -2.5% | -$2.85万 | 减仓 |
| SNDK | SANDISK CORP | $115.51万 | 0.14% | 508 | 165 | 48.1% | $37.52万 | 加仓 |
| DCTH | DELCATH SYS INC | $117.09万 | 0.14% | 93,000 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $119.11万 | 0.14% | 4,838 | 512 | 11.8% | $12.61万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $119.19万 | 0.14% | 5,437 | 23 | 0.4% | $5,042 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $120.61万 | 0.14% | 22,710 | -3,702 | -14.0% | -$19.66万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $123.98万 | 0.15% | 13,585 | 1,808 | 15.4% | $16.50万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $124.89万 | 0.15% | 13,581 | 1,634 | 13.7% | $15.03万 | 加仓 |
| MCD | MCDONALDS CORP | $125.11万 | 0.15% | 4,628 | 1,100 | 31.2% | $29.74万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $127.61万 | 0.15% | 25,625 | 25,625 | — | $127.61万 | 新建仓 |
| LLY | ELI LILLY & CO | $129.78万 | 0.15% | 1,082 | 561 | 107.7% | $67.29万 | 加仓 |
| QCOM | QUALCOMM INC | $136.42万 | 0.16% | 7,382 | -1,145 | -13.4% | -$21.16万 | 减仓 |
| GEV | GE VERNOVA INC | $136.71万 | 0.16% | 1,164 | 154 | 15.2% | $18.09万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $143.54万 | 0.17% | 100,310 | -2,484 | -2.4% | -$3.55万 | 减仓 |
| RKLB | ROCKET LAB CORP | $144.54万 | 0.17% | 14,219 | 845 | 6.3% | $8.59万 | 加仓 |
| CAT | CATERPILLAR INC | $152.65万 | 0.18% | 1,433 | 35 | 2.5% | $3.73万 | 加仓 |
| PSX | PHILLIPS 66 | $153.79万 | 0.18% | 9,097 | 80 | 0.9% | $1.35万 | 加仓 |
| IEFA | ISHARES TR | $154.36万 | 0.18% | 15,983 | 1,178 | 8.0% | $11.38万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $154.99万 | 0.18% | 19,863 | -418 | -2.1% | -$3.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $171.19万 | 0.20% | 24,027 | 208 | 0.9% | $1.48万 | 加仓 |
| IAU | ISHARES GOLD TR | $172.36万 | 0.20% | 22,826 | 329 | 1.5% | $2.48万 | 加仓 |
| — | EXXON MOBIL CORP | $173.25万 | 0.20% | 12,672 | 115 | 0.9% | $1.57万 | 加仓 |
| CVX | CHEVRON CORPORATION | $178.85万 | 0.21% | 10,790 | 303 | 2.9% | $5.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $180.68万 | 0.21% | 7,114 | 1,154 | 19.4% | $29.31万 | 加仓 |
| PYLD | PIMCO ETF TR | $181.85万 | 0.21% | 68,572 | 11,294 | 19.7% | $29.95万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $187.91万 | 0.22% | 55,530 | 661 | 1.2% | $2.24万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $195.93万 | 0.23% | 20,750 | 1,312 | 6.7% | $12.39万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $202.90万 | 0.24% | 113,162 | 2,370 | 2.1% | $4.25万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $209.74万 | 0.25% | 8,445 | -2,976 | -26.1% | -$73.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $262.83万 | 0.31% | 3,827 | 77 | 2.1% | $5.29万 | 加仓 |
| GOOG | ALPHABET INC | $266.62万 | 0.31% | 7,546 | -298 | -3.8% | -$10.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $267.91万 | 0.31% | 22,963 | 1,272 | 5.9% | $14.84万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $272.54万 | 0.32% | 52,071 | -97,805 | -65.3% | -$511.91万 | 减仓 |
| PWR | QUANTA SVCS INC | $272.74万 | 0.32% | 3,788 | 1,337 | 54.5% | $96.27万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $279.82万 | 0.33% | 11,516 | -408 | -3.4% | -$9.91万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $280.89万 | 0.33% | 59,560 | -1,134 | -1.9% | -$5.35万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $288.88万 | 0.34% | 2,503 | 14 | 0.6% | $1.62万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $292.43万 | 0.34% | 62,298 | 4,672 | 8.1% | $21.93万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $298.29万 | 0.35% | 8,157 | -651 | -7.4% | -$23.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $310.60万 | 0.36% | 9,108 | -1,119 | -10.9% | -$38.16万 | 减仓 |
| ABBV | ABBVIE INC | $323.02万 | 0.38% | 12,836 | 189 | 1.5% | $4.76万 | 加仓 |
| AGG | ISHARES TR | $327.28万 | 0.38% | 33,065 | -1,671 | -4.8% | -$16.54万 | 减仓 |
| MLPA | GLOBAL X FDS | $340.56万 | 0.40% | 64,160 | 7,115 | 12.5% | $37.77万 | 加仓 |
| VO | VANGUARD INDEX FDS | $343.37万 | 0.40% | 42,617 | -903 | -2.1% | -$7.28万 | 减仓 |
| MUB | ISHARES TR | $353.33万 | 0.41% | 32,831 | -1,663 | -4.8% | -$17.90万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $370.43万 | 0.44% | 4,854 | -8 | -0.2% | -$6,105 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $385.42万 | 0.45% | 76,087 | 3,805 | 5.3% | $19.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $398.68万 | 0.47% | 12,180 | 217 | 1.8% | $7.10万 | 加仓 |
| V | VISA INC | $413.84万 | 0.49% | 12,062 | 531 | 4.6% | $18.22万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $435.55万 | 0.51% | 98,922 | 72,647 | 276.5% | $319.87万 | 加仓 |
| IEF | ISHARES TR | $442.14万 | 0.52% | 46,752 | 4,371 | 10.3% | $41.34万 | 加仓 |
| HDV | ISHARES TR | $444.35万 | 0.52% | 162,111 | 16,321 | 11.2% | $44.74万 | 加仓 |