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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,405 | -100.0% | -$38.40万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -270 | -100.0% | -$28.95万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,451 | -100.0% | -$28.28万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,503 | -100.0% | -$28.13万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -925 | -100.0% | -$24.50万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,378 | -100.0% | -$23.98万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -4,730 | -100.0% | -$23.79万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -5,668 | -100.0% | -$21.95万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,892 | -100.0% | -$21.23万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,840 | -100.0% | -$20.94万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -2,983 | -100.0% | -$20.39万 | 清仓 |
| — | RENOVORX INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8,401 | 清仓 |
| COP | CONOCOPHILLIPS 看涨期权 | $1.32万 | 0.00% | 100 | 100 | — | $1.32万 | 新建仓 |
| SABR | SABRE CORP | $2.17万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | CARDIFF ONCOLOGY INC | $2.43万 | 0.00% | 15,000 | 4,500 | 42.9% | $7,290 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $2.54万 | 0.00% | 15,000 | -800 | -5.1% | -$1,352 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $4.07万 | 0.01% | 200 | 200 | — | $4.07万 | 新建仓 |
| BTG | B2GOLD CORP | $5.44万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $15.13万 | 0.02% | 2,943 | -10,600 | -78.3% | -$54.48万 | 减仓 |
| DSI | ISHARES TR | $20.10万 | 0.03% | 1,659 | 1 | 0.1% | $121 | 加仓 |
| HD | HOME DEPOT INC | $20.28万 | 0.03% | 617 | -101 | -14.1% | -$3.32万 | 减仓 |
| INTU | INTUIT | $20.33万 | 0.03% | 470 | 470 | — | $20.33万 | 新建仓 |
| NULV | NUSHARES ETF TR | $20.51万 | 0.03% | 4,508 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $20.70万 | 0.03% | 10,725 | 33 | 0.3% | $637 | 加仓 |
| YUM | YUM BRANDS INC | $21.11万 | 0.03% | 1,358 | 3 | 0.2% | $466 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $21.27万 | 0.03% | 3,327 | 3 | 0.1% | $192 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $21.46万 | 0.03% | 2,990 | 7 | 0.2% | $502 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.56万 | 0.03% | 797 | -1,028 | -56.3% | -$27.81万 | 减仓 |
| SNDK | SANDISK CORP | $21.79万 | 0.03% | 343 | 343 | — | $21.79万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $21.90万 | 0.03% | 3,890 | 124 | 3.3% | $6,981 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.95万 | 0.03% | 9,000 | 9,000 | — | $21.95万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.98万 | 0.03% | 680 | 680 | — | $22.98万 | 新建仓 |
| ITM | VANECK ETF TRUST | $23.03万 | 0.03% | 4,961 | 23 | 0.5% | $1,068 | 加仓 |
| IVW | ISHARES TR | $23.34万 | 0.03% | 2,063 | 30 | 1.5% | $3,394 | 加仓 |
| COP | CONOCOPHILLIPS | $23.69万 | 0.03% | 1,795 | 1,795 | — | $23.69万 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $23.99万 | 0.03% | 87,555 | 20,000 | 29.6% | $5.48万 | 加仓 |
| LOW | LOWES COS INC | $24.15万 | 0.03% | 1,022 | 14 | 1.4% | $3,308 | 加仓 |
| COWZ | PACER FDS TR | $24.47万 | 0.03% | 3,911 | -1,400 | -26.4% | -$8.76万 | 减仓 |
| CTAS | CINTAS CORP | $24.49万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $24.59万 | 0.03% | 4,956 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $24.83万 | 0.03% | 1,205 | -73 | -5.7% | -$1.50万 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.90万 | 0.03% | 144 | 144 | — | $24.90万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $25.21万 | 0.03% | 3,270 | 129 | 4.1% | $9,946 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $25.64万 | 0.03% | 17,766 | 1,290 | 7.8% | $1.86万 | 加仓 |
| SLB | SLB LIMITED 看涨期权 | $25.70万 | 0.03% | 5,000 | 5,000 | — | $25.70万 | 新建仓 |
| NOBL | PROSHARES TR | $25.86万 | 0.03% | 2,439 | -428 | -14.9% | -$4.54万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $25.86万 | 0.03% | 1,481 | -44 | -2.9% | -$7,683 | 减仓 |
| SUSA | ISHARES TR | $26.30万 | 0.04% | 1,991 | -36 | -1.8% | -$4,756 | 减仓 |
| DINO | HF SINCLAIR CORP | $26.84万 | 0.04% | 4,303 | 32 | 0.7% | $1,996 | 重新持有 |
| ECL | ECOLAB INC | $26.93万 | 0.04% | 1,012 | 1 | 0.1% | $266 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.02万 | 0.04% | 4,999 | 12 | 0.2% | $649 | 加仓 |
| EMXC | ISHARES INC | $27.14万 | 0.04% | 3,451 | 221 | 6.8% | $1.74万 | 加仓 |
| DGRO | ISHARES TR | $27.48万 | 0.04% | 3,916 | 174 | 4.6% | $1.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $27.50万 | 0.04% | 3,001 | -152 | -4.8% | -$1.39万 | 减仓 |
| MMM | 3M CO | $28.09万 | 0.04% | 1,934 | -2 | -0.1% | -$290 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $28.46万 | 0.04% | 7,089 | -65 | -0.9% | -$2,609 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.66万 | 0.04% | 5,162 | 1 | 0.0% | $56 | 加仓 |
| DON | WISDOMTREE TR | $28.89万 | 0.04% | 5,499 | 19 | 0.3% | $998 | 加仓 |
| RTX | RTX CORPORATION | $29.05万 | 0.04% | 1,506 | 128 | 9.3% | $2.47万 | 加仓 |
| AMGN | AMGEN INC | $29.76万 | 0.04% | 846 | 4 | 0.5% | $1,407 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $29.85万 | 0.04% | 987 | 1 | 0.1% | $302 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.09万 | 0.04% | 1,481 | -98 | -6.2% | -$1.99万 | 减仓 |
| WFC | WELLS FARGO & CO | $30.31万 | 0.04% | 3,808 | -4 | -0.1% | -$318 | 减仓 |
| PFE | PFIZER INC | $30.51万 | 0.04% | 10,865 | 32 | 0.3% | $899 | 加仓 |
| PCAR | PACCAR INC | $30.65万 | 0.04% | 2,654 | 6 | 0.2% | $693 | 加仓 |
| SHYG | ISHARES TR | $31.30万 | 0.04% | 7,398 | -535 | -6.7% | -$2.26万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $31.50万 | 0.04% | 2,370 | 29 | 1.2% | $3,854 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.45万 | 0.04% | 1,587 | 27 | 1.7% | $5,520 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $33.39万 | 0.04% | 14,845 | 252 | 1.7% | $5,668 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $33.52万 | 0.04% | 6,068 | 149 | 2.5% | $8,230 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.63万 | 0.05% | 807 | -3 | -0.4% | -$1,250 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.66万 | 0.05% | 685 | 42 | 6.5% | $2.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.74万 | 0.05% | 399 | -905 | -69.4% | -$76.54万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $34.35万 | 0.05% | 4,514 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $34.93万 | 0.05% | 1,520 | 73 | 5.0% | $1.68万 | 加仓 |
| INTC | INTEL CORP | $35.96万 | 0.05% | 8,150 | -100 | -1.2% | -$4,413 | 减仓 |
| IWV | ISHARES TR | $37.07万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $37.26万 | 0.05% | 4,810 | 862 | 21.8% | $6.68万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $37.63万 | 0.05% | 19,804 | 3,714 | 23.1% | $7.06万 | 加仓 |
| KLAC | KLA CORP | $38.67万 | 0.05% | 263 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $39.99万 | 0.05% | 8,997 | -7 | -0.1% | -$311 | 减仓 |
| VIRT | VIRTU FINL INC | $41.19万 | 0.06% | 9,365 | 227 | 2.5% | $9,984 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.46万 | 0.06% | 8,260 | -528 | -6.0% | -$2.65万 | 减仓 |
| IGSB | ISHARES TR | $41.67万 | 0.06% | 7,929 | 25 | 0.3% | $1,314 | 加仓 |
| DHS | WISDOMTREE TR | $41.87万 | 0.06% | 3,834 | 24 | 0.6% | $2,621 | 加仓 |
| WELL | WELLTOWER INC | $42.27万 | 0.06% | 2,138 | 7 | 0.3% | $1,384 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $42.69万 | 0.06% | 1,404 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $42.81万 | 0.06% | 5,814 | 228 | 4.1% | $1.68万 | 加仓 |
| SHYD | VANECK ETF TRUST | $43.43万 | 0.06% | 19,164 | -41,866 | -68.6% | -$94.87万 | 减仓 |
| PFF | ISHARES TR | $43.59万 | 0.06% | 14,378 | 94 | 0.7% | $2,850 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $44.49万 | 0.06% | 3,398 | 301 | 9.7% | $3.94万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $45.10万 | 0.06% | 50,170 | 13,450 | 36.6% | $12.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $45.15万 | 0.06% | 3,239 | 15 | 0.5% | $2,091 | 加仓 |
| IWB | ISHARES TR | $45.38万 | 0.06% | 1,273 | 65 | 5.4% | $2.32万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $46.23万 | 0.06% | 5,990 | 34 | 0.6% | $2,624 | 加仓 |
| BA | BOEING CO | $46.73万 | 0.06% | 2,348 | -15 | -0.6% | -$2,985 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $47.02万 | 0.06% | 9,624 | -512 | -5.1% | -$2.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.20万 | 0.06% | 2,320 | 619 | 36.4% | $12.59万 | 加仓 |
| ETN | EATON CORP PLC | $47.53万 | 0.06% | 1,329 | 5 | 0.4% | $1,788 | 加仓 |
| LLY | ELI LILLY & CO | $47.91万 | 0.06% | 521 | -11 | -2.1% | -$1.01万 | 减仓 |