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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $631.77万 | 0.85% | 71,225 | 783 | 1.1% | $6.95万 | 加仓 |
| META | META PLATFORMS INC | $654.42万 | 0.88% | 11,438 | 48 | 0.4% | $2.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $655.50万 | 0.88% | 37,586 | 60 | 0.2% | $1.05万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $708.54万 | 0.95% | 138,983 | 37,615 | 37.1% | $191.76万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $740.14万 | 0.99% | 130,582 | 8,792 | 7.2% | $49.83万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $749.80万 | 1.01% | 150,291 | 13,417 | 9.8% | $66.94万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $778.31万 | 1.04% | 149,876 | 18,160 | 13.8% | $94.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $798.59万 | 1.07% | 16,665 | 435 | 2.7% | $20.85万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $901.13万 | 1.21% | 45,929 | 37,681 | 456.9% | $739.30万 | 加仓 |
| SGOV | ISHARES TR | $983.60万 | 1.32% | 97,715 | 47,431 | 94.3% | $477.44万 | 加仓 |
| GOOGL | ALPHABET INC | $1,009.74万 | 1.36% | 35,114 | -81 | -0.2% | -$2.33万 | 减仓 |
| IDV | ISHARES TR | $1,035.89万 | 1.39% | 243,396 | 14,337 | 6.3% | $61.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,054.17万 | 1.42% | 28,478 | 386 | 1.4% | $14.29万 | 加仓 |
| AMZN | AMAZON COM INC | $1,061.61万 | 1.43% | 50,973 | 1,551 | 3.1% | $32.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,110.04万 | 1.49% | 42,381 | 16,160 | 61.6% | $423.26万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,225.13万 | 1.64% | 227,847 | 49,657 | 27.9% | $267.01万 | 加仓 |
| IEMG | ISHARES INC | $1,387.97万 | 1.86% | 198,992 | 190,591 | 2,268.7% | $1,329.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,391.24万 | 1.87% | 21,392 | 615 | 3.0% | $40.00万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,406.35万 | 1.89% | 127,306 | 127,306 | — | $1,406.35万 | 新建仓 |
| AAPL | APPLE INC | $1,481.49万 | 1.99% | 58,375 | -1,576 | -2.6% | -$40.00万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,486.98万 | 2.00% | 100,404 | 1,901 | 1.9% | $28.15万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,547.68万 | 2.08% | 164,228 | 3,714 | 2.3% | $35.00万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,130.18万 | 2.86% | 30,531 | -7,270 | -19.2% | -$507.24万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,260.30万 | 3.03% | 446,612 | 988 | 0.2% | $5.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,549.05万 | 3.42% | 44,164 | -2,603 | -5.6% | -$150.24万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $3,026.59万 | 4.06% | 656,955 | 8,225 | 1.3% | $37.89万 | 加仓 |
| IWF | ISHARES TR | $3,144.27万 | 4.22% | 73,740 | -10,075 | -12.0% | -$429.60万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,501.75万 | 4.70% | 423,173 | 33,838 | 8.7% | $280.01万 | 加仓 |
| IVV | ISHARES TR | $4,134.17万 | 5.55% | 63,290 | 1,265 | 2.0% | $82.63万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,308.21万 | 5.78% | 200,326 | -6,226 | -3.0% | -$133.90万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $5,145.80万 | 6.91% | 1,051,665 | -21,239 | -2.0% | -$103.92万 | 减仓 |