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 |
|---|---|---|---|---|---|---|---|---|
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,205 | -100.0% | -$24.83万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -87,555 | -100.0% | -$23.99万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,795 | -100.0% | -$23.69万 | 清仓 |
| ITM | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,961 | -100.0% | -$23.03万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -9,000 | -100.0% | -$21.95万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,358 | -100.0% | -$21.11万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -10,725 | -100.0% | -$20.70万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -470 | -100.0% | -$20.33万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$4.07万 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.54万 | 清仓 |
| COP | CONOCOPHILLIPS 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.32万 | 清仓 |
| — | CARDIFF ONCOLOGY INC | $2.02万 | 0.00% | 15,525 | 525 | 3.5% | $683 | 加仓 |
| SABR | SABRE CORP | $3.13万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $4.49万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C 看涨期权 | $4.51万 | 0.01% | 1,000 | 1,000 | — | $4.51万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $20.29万 | 0.02% | 528 | 528 | — | $20.29万 | 新建仓 |
| HD | HOME DEPOT INC | $20.65万 | 0.02% | 586 | -31 | -5.0% | -$1.09万 | 减仓 |
| IWD | ISHARES TR | $21.35万 | 0.03% | 880 | 880 | — | $21.35万 | 新建仓 |
| ESGD | ISHARES TR | $21.36万 | 0.03% | 2,077 | 2,077 | — | $21.36万 | 新建仓 |
| IXN | ISHARES TR | $21.43万 | 0.03% | 1,483 | 1,483 | — | $21.43万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $21.57万 | 0.03% | 500 | 500 | — | $21.57万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $21.58万 | 0.03% | 645 | 645 | — | $21.58万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $21.81万 | 0.03% | 1,492 | 11 | 0.7% | $1,608 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.94万 | 0.03% | 312 | 312 | — | $21.94万 | 新建仓 |
| PFE | PFIZER INC | $22.51万 | 0.03% | 9,347 | -1,518 | -14.0% | -$3.66万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $22.52万 | 0.03% | 3,332 | 5 | 0.2% | $338 | 加仓 |
| NULV | NUSHARES ETF TR | $22.54万 | 0.03% | 4,508 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $22.60万 | 0.03% | 1,025 | 3 | 0.3% | $661 | 加仓 |
| MELI | MERCADOLIBRE INC | $23.25万 | 0.03% | 137 | -7 | -4.9% | -$1.19万 | 减仓 |
| MLN | VANECK ETF TRUST | $23.32万 | 0.03% | 13,116 | -51,382 | -79.7% | -$91.36万 | 减仓 |
| DSI | ISHARES TR | $23.63万 | 0.03% | 1,660 | 1 | 0.1% | $142 | 加仓 |
| IVW | ISHARES TR | $23.87万 | 0.03% | 1,735 | -328 | -15.9% | -$4.51万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $23.94万 | 0.03% | 3,014 | 24 | 0.8% | $1,906 | 加仓 |
| COWZ | PACER FDS TR | $24.28万 | 0.03% | 3,904 | -7 | -0.2% | -$435 | 减仓 |
| FIX | COMFORT SYS USA INC | $24.38万 | 0.03% | 123 | 123 | — | $24.38万 | 新建仓 |
| GSC | GOLDMAN SACHS ETF TR | $24.42万 | 0.03% | 3,528 | 3,528 | — | $24.42万 | 新建仓 |
| CTAS | CINTAS CORP | $24.63万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $25.20万 | 0.03% | 4,956 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $25.62万 | 0.03% | 1,621 | 1,621 | — | $25.62万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.87万 | 0.03% | 5,734 | 5,734 | — | $25.87万 | 新建仓 |
| IXUS | ISHARES TR | $26.14万 | 0.03% | 2,739 | 2,739 | — | $26.14万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $26.63万 | 0.03% | 4,198 | 308 | 7.9% | $1.95万 | 加仓 |
| MTUM | ISHARES TR | $27.16万 | 0.03% | 792 | 792 | — | $27.16万 | 新建仓 |
| MCK | MCKESSON CORP | $27.23万 | 0.03% | 360 | 360 | — | $27.23万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $27.27万 | 0.03% | 3,569 | 3,569 | — | $27.27万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $27.50万 | 0.03% | 3,001 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $27.87万 | 0.03% | 6,918 | -171 | -2.4% | -$6,889 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.11万 | 0.03% | 3,288 | 18 | 0.6% | $1,539 | 加仓 |
| ECL | ECOLAB INC | $28.35万 | 0.03% | 1,017 | 5 | 0.5% | $1,394 | 加仓 |
| NOBL | PROSHARES TR | $29.19万 | 0.03% | 5,198 | 320 | 6.6% | $1.80万 | 加仓 |
| RTX | RTX CORPORATION | $29.56万 | 0.03% | 1,558 | 52 | 3.5% | $9,868 | 加仓 |
| SHEL | SHELL PLC | $29.60万 | 0.03% | 3,817 | 3,817 | — | $29.60万 | 新建仓 |
| DGRO | ISHARES TR | $29.80万 | 0.04% | 3,932 | 16 | 0.4% | $1,213 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.85万 | 0.04% | 5,001 | 2 | 0.0% | $119 | 加仓 |
| DINO | HF SINCLAIR CORP | $30.05万 | 0.04% | 4,315 | 12 | 0.3% | $836 | 加仓 |
| SLB | SLB LIMITED 看涨期权 | $30.22万 | 0.04% | 6,500 | 1,500 | 30.0% | $6.97万 | 加仓 |
| SUSA | ISHARES TR | $30.83万 | 0.04% | 1,998 | 7 | 0.4% | $1,080 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $31.20万 | 0.04% | 1,603 | 16 | 1.0% | $3,114 | 加仓 |
| DON | WISDOMTREE TR | $31.21万 | 0.04% | 5,522 | 23 | 0.4% | $1,300 | 加仓 |
| SUB | ISHARES TR | $31.33万 | 0.04% | 2,943 | 2,943 | — | $31.33万 | 新建仓 |
| MMM | 3M CO | $31.35万 | 0.04% | 1,936 | 2 | 0.1% | $324 | 加仓 |
| PCAR | PACCAR INC | $31.96万 | 0.04% | 2,660 | 6 | 0.2% | $721 | 加仓 |
| WFC | WELLS FARGO & CO | $32.13万 | 0.04% | 3,888 | 80 | 2.1% | $6,612 | 加仓 |
| AMGN | AMGEN INC | $32.23万 | 0.04% | 890 | 44 | 5.2% | $1.59万 | 加仓 |
| PFF | ISHARES TR | $32.49万 | 0.04% | 10,656 | -3,722 | -25.9% | -$11.35万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $32.97万 | 0.04% | 15,097 | 252 | 1.7% | $5,504 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.14万 | 0.04% | 1,480 | -1 | -0.1% | -$224 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.26万 | 0.04% | 355 | 355 | — | $34.26万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.43万 | 0.04% | 8,132 | -128 | -1.5% | -$5,419 | 减仓 |
| WM | WASTE MGMT INC DEL | $34.53万 | 0.04% | 1,549 | 29 | 1.9% | $6,464 | 加仓 |
| CCB | COASTAL FINL CORP WA | $34.99万 | 0.04% | 4,514 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $35.08万 | 0.04% | 7,547 | 4,604 | 156.4% | $21.40万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $36.71万 | 0.04% | 1,350 | 1,350 | — | $36.71万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.01万 | 0.04% | 738 | 53 | 7.7% | $2.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.04万 | 0.04% | 891 | 94 | 11.8% | $3.91万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $37.41万 | 0.04% | 5,973 | 616 | 11.5% | $3.86万 | 加仓 |
| EMXC | ISHARES INC | $37.65万 | 0.04% | 3,680 | 229 | 6.6% | $2.34万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.26万 | 0.04% | 732 | 732 | — | $38.26万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.74万 | 0.05% | 383 | -16 | -4.0% | -$1.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.78万 | 0.05% | 812 | 132 | 19.4% | $6.30万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $38.99万 | 0.05% | 1,153 | 166 | 16.8% | $5.61万 | 加仓 |
| IGSB | ISHARES TR | $39.29万 | 0.05% | 7,496 | -433 | -5.5% | -$2.27万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.64万 | 0.05% | 807 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $40.38万 | 0.05% | 9,004 | 7 | 0.1% | $314 | 加仓 |
| SHYG | ISHARES TR | $40.53万 | 0.05% | 9,557 | 2,159 | 29.2% | $9.16万 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $41.60万 | 0.05% | 15,644 | -3,994 | -20.3% | -$10.62万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $42.01万 | 0.05% | 3,319 | -79 | -2.3% | -$9,999 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $42.62万 | 0.05% | 5,805 | -9 | -0.2% | -$661 | 减仓 |
| IWV | ISHARES TR | $42.64万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $42.78万 | 0.05% | 3,386 | 147 | 4.5% | $1.86万 | 加仓 |
| SHYD | VANECK ETF TRUST | $44.22万 | 0.05% | 19,310 | 146 | 0.8% | $3,343 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $44.26万 | 0.05% | 2,323 | -47 | -2.0% | -$8,954 | 减仓 |
| DHS | WISDOMTREE TR | $44.30万 | 0.05% | 3,897 | 63 | 1.6% | $7,162 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $45.74万 | 0.05% | 9,360 | -264 | -2.7% | -$1.29万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $45.82万 | 0.05% | 1,062 | 1,062 | — | $45.82万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $46.40万 | 0.05% | 1,404 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $47.41万 | 0.06% | 7,714 | 2,552 | 49.4% | $15.68万 | 加仓 |
| WELL | WELLTOWER INC | $48.67万 | 0.06% | 2,144 | 6 | 0.3% | $1,362 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $48.76万 | 0.06% | 20,326 | 2,560 | 14.4% | $6.14万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $49.08万 | 0.06% | 6,399 | 409 | 6.8% | $3.14万 | 加仓 |