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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $467.12万 | 0.55% | 12,366 | -754 | -5.7% | -$28.48万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $491.25万 | 0.58% | 153,275 | 10,980 | 7.7% | $35.19万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $494.05万 | 0.58% | 34,819 | -1,636 | -4.5% | -$23.21万 | 减仓 |
| AMLP | ALPS ETF TR | $495.01万 | 0.58% | 95,469 | 41,611 | 77.3% | $215.75万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $548.41万 | 0.64% | 91,151 | 224 | 0.2% | $1.35万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $554.01万 | 0.65% | 66,691 | 2,828 | 4.4% | $23.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $574.26万 | 0.67% | 6,139 | -33 | -0.5% | -$3.09万 | 减仓 |
| MINT | PIMCO ETF TR | $582.11万 | 0.68% | 57,744 | 3,971 | 7.4% | $40.03万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $633.73万 | 0.74% | 42,696 | 427 | 1.0% | $6.34万 | 加仓 |
| SGOV | ISHARES TR | $634.74万 | 0.75% | 63,051 | -34,664 | -35.5% | -$348.96万 | 减仓 |
| META | META PLATFORMS INC | $650.34万 | 0.76% | 11,545 | 107 | 0.9% | $6.03万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $663.71万 | 0.78% | 130,140 | -8,843 | -6.4% | -$45.10万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $668.63万 | 0.79% | 192,079 | 186 | 0.1% | $6,475 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $673.00万 | 0.79% | 69,791 | -1,434 | -2.0% | -$13.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $711.23万 | 0.84% | 19,220 | 1,300 | 7.3% | $48.11万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $733.58万 | 0.86% | 129,883 | -699 | -0.5% | -$3.95万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $769.54万 | 0.90% | 152,144 | 1,853 | 1.2% | $9.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $772.00万 | 0.91% | 38,583 | 997 | 2.7% | $19.95万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $821.45万 | 0.96% | 159,690 | 36,987 | 30.1% | $190.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $915.31万 | 1.08% | 18,292 | 1,627 | 9.8% | $81.41万 | 加仓 |
| IDV | ISHARES TR | $1,093.90万 | 1.28% | 264,035 | 20,639 | 8.5% | $85.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,106.20万 | 1.30% | 29,655 | 1,177 | 4.1% | $43.90万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,113.15万 | 1.31% | 51,078 | 5,149 | 11.2% | $112.21万 | 加仓 |
| GOOGL | ALPHABET INC | $1,216.97万 | 1.43% | 34,054 | -1,060 | -3.0% | -$37.88万 | 减仓 |
| AMZN | AMAZON COM INC | $1,229.92万 | 1.44% | 51,604 | 631 | 1.2% | $15.04万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,260.55万 | 1.48% | 235,617 | 7,770 | 3.4% | $41.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,324.34万 | 1.56% | 43,690 | 1,309 | 3.1% | $39.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,588.45万 | 1.87% | 100,515 | 111 | 0.1% | $1.75万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,650.45万 | 1.94% | 168,070 | 3,842 | 2.3% | $37.73万 | 加仓 |
| AAPL | APPLE INC | $1,683.28万 | 1.98% | 58,173 | -202 | -0.3% | -$5.85万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,766.83万 | 2.08% | 141,618 | 14,312 | 11.2% | $178.56万 | 加仓 |
| IEMG | ISHARES INC | $1,827.06万 | 2.15% | 220,552 | 21,560 | 10.8% | $178.60万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,969.95万 | 2.31% | 26,380 | 4,988 | 23.3% | $372.48万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,163.24万 | 2.54% | 427,771 | -18,841 | -4.2% | -$95.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,954.14万 | 3.47% | 247,167 | 2,919 | 1.2% | $34.89万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $3,282.18万 | 3.85% | 712,743 | 55,788 | 8.5% | $256.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,566.32万 | 4.19% | 48,429 | 4,265 | 9.7% | $314.07万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,626.82万 | 4.26% | 438,817 | 15,644 | 3.7% | $129.30万 | 加仓 |
| IWF | ISHARES TR | $3,772.15万 | 4.43% | 303,789 | 8,829 | 3.0% | $109.63万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,929.78万 | 5.79% | 208,342 | 8,016 | 4.0% | $189.67万 | 加仓 |
| IVV | ISHARES TR | $4,962.41万 | 5.83% | 66,264 | 2,974 | 4.7% | $222.72万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $5,645.69万 | 6.63% | 1,070,071 | 18,406 | 1.8% | $97.11万 | 加仓 |