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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $5,145.80万 | 6.91% | 1,051,665 | -21,239 | -2.0% | -$103.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,308.21万 | 5.78% | 200,326 | -6,226 | -3.0% | -$133.90万 | 减仓 |
| IVV | ISHARES TR | $4,134.17万 | 5.55% | 63,290 | 1,265 | 2.0% | $82.63万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,501.75万 | 4.70% | 423,173 | 33,838 | 8.7% | $280.01万 | 加仓 |
| IWF | ISHARES TR | $3,144.27万 | 4.22% | 73,740 | -10,075 | -12.0% | -$429.60万 | 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 |
| QQQ | INVESCO QQQ TR | $2,549.05万 | 3.42% | 44,164 | -2,603 | -5.6% | -$150.24万 | 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 |
| VGT | VANGUARD WORLD FD | $2,130.18万 | 2.86% | 30,531 | -7,270 | -19.2% | -$507.24万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,547.68万 | 2.08% | 164,228 | 3,714 | 2.3% | $35.00万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,486.98万 | 2.00% | 100,404 | 1,901 | 1.9% | $28.15万 | 加仓 |
| AAPL | APPLE INC | $1,481.49万 | 1.99% | 58,375 | -1,576 | -2.6% | -$40.00万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,406.35万 | 1.89% | 127,306 | 127,306 | — | $1,406.35万 | 新建仓 |
| 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 |
| IEMG | ISHARES INC | $1,387.97万 | 1.86% | 198,992 | 190,591 | 2,268.7% | $1,329.37万 | 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 |
| VB | VANGUARD INDEX FDS | $1,110.04万 | 1.49% | 42,381 | 16,160 | 61.6% | $423.26万 | 加仓 |
| AMZN | AMAZON COM INC | $1,061.61万 | 1.43% | 50,973 | 1,551 | 3.1% | $32.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,054.17万 | 1.42% | 28,478 | 386 | 1.4% | $14.29万 | 加仓 |
| IDV | ISHARES TR | $1,035.89万 | 1.39% | 243,396 | 14,337 | 6.3% | $61.02万 | 加仓 |
| GOOGL | ALPHABET INC | $1,009.74万 | 1.36% | 35,114 | -81 | -0.2% | -$2.33万 | 减仓 |
| SGOV | ISHARES TR | $983.60万 | 1.32% | 97,715 | 47,431 | 94.3% | $477.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $901.13万 | 1.21% | 45,929 | 37,681 | 456.9% | $739.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $798.59万 | 1.07% | 16,665 | 435 | 2.7% | $20.85万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $778.31万 | 1.04% | 149,876 | 18,160 | 13.8% | $94.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $749.80万 | 1.01% | 150,291 | 13,417 | 9.8% | $66.94万 | 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 |
| JMST | J P MORGAN EXCHANGE TRADED F | $708.54万 | 0.95% | 138,983 | 37,615 | 37.1% | $191.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $655.50万 | 0.88% | 37,586 | 60 | 0.2% | $1.05万 | 加仓 |
| META | META PLATFORMS INC | $654.42万 | 0.88% | 11,438 | 48 | 0.4% | $2.75万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $631.77万 | 0.85% | 71,225 | 783 | 1.1% | $6.95万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $625.17万 | 0.84% | 122,703 | 27,896 | 29.4% | $142.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $614.98万 | 0.83% | 6,172 | 56 | 0.9% | $5.58万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $585.27万 | 0.79% | 191,893 | 9,144 | 5.0% | $27.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $574.89万 | 0.77% | 17,920 | 402 | 2.3% | $12.90万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $568.98万 | 0.76% | 42,269 | 327 | 0.8% | $4.40万 | 加仓 |
| MINT | PIMCO ETF TR | $540.79万 | 0.73% | 53,773 | 2,424 | 4.7% | $24.38万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $523.55万 | 0.70% | 63,863 | -9 | -0.0% | -$738 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $476.73万 | 0.64% | 90,927 | -4,360 | -4.6% | -$22.86万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $456.16万 | 0.61% | 36,455 | -1,783 | -4.7% | -$22.31万 | 减仓 |
| AVGO | BROADCOM INC | $406.07万 | 0.55% | 13,120 | 180 | 1.4% | $5.57万 | 加仓 |
| IEF | ISHARES TR | $404.48万 | 0.54% | 42,381 | -3,344 | -7.3% | -$31.91万 | 减仓 |
| HDV | ISHARES TR | $395.73万 | 0.53% | 29,158 | 3,871 | 15.3% | $52.54万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $390.31万 | 0.52% | 142,295 | 1,863 | 1.3% | $5.11万 | 加仓 |
| MUB | ISHARES TR | $366.15万 | 0.49% | 34,494 | 274 | 0.8% | $2.91万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $361.34万 | 0.49% | 72,282 | 22,314 | 44.7% | $111.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $351.91万 | 0.47% | 11,963 | 118 | 1.0% | $3.47万 | 加仓 |
| V | VISA INC | $348.51万 | 0.47% | 11,531 | -4,132 | -26.4% | -$124.89万 | 减仓 |
| AGG | ISHARES TR | $344.82万 | 0.46% | 34,736 | -3,974 | -10.3% | -$39.45万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $318.93万 | 0.43% | 11,421 | 434 | 4.0% | $12.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $317.30万 | 0.43% | 21,691 | 195 | 0.9% | $2.85万 | 加仓 |
| VO | VANGUARD INDEX FDS | $312.46万 | 0.42% | 10,880 | -6 | -0.1% | -$1,723 | 减仓 |
| MLPA | GLOBAL X FDS | $307.30万 | 0.41% | 57,045 | 396 | 0.7% | $2.13万 | 加仓 |
| AMLP | ALPS ETF TR | $283.51万 | 0.38% | 53,858 | 53,858 | — | $283.51万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $281.50万 | 0.38% | 60,694 | 527 | 0.9% | $2.44万 | 加仓 |
| ABBV | ABBVIE INC | $275.07万 | 0.37% | 12,647 | 136 | 1.1% | $2.96万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $271.30万 | 0.36% | 57,626 | 2,098 | 3.8% | $9.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $266.21万 | 0.36% | 8,808 | -268 | -3.0% | -$8.10万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $259.05万 | 0.35% | 11,924 | -201 | -1.7% | -$4.37万 | 减仓 |
| GOOG | ALPHABET INC | $225.01万 | 0.30% | 7,844 | -249 | -3.1% | -$7.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $224.10万 | 0.30% | 3,750 | 536 | 16.7% | $32.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $216.98万 | 0.29% | 10,487 | 608 | 6.2% | $12.58万 | 加仓 |
| — | EXXON MOBIL CORP | $213.04万 | 0.29% | 12,557 | 4,339 | 52.8% | $73.62万 | 加仓 |
| IAU | ISHARES GOLD TR | $198.33万 | 0.27% | 22,497 | -6,155 | -21.5% | -$54.26万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $189.82万 | 0.25% | 4,862 | 120 | 2.5% | $4.68万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $175.94万 | 0.24% | 110,792 | 1,309 | 1.2% | $2.08万 | 加仓 |
| SHM | SPDR SERIES TRUST | $164.58万 | 0.22% | 34,409 | -1,517 | -4.2% | -$7.26万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $164.56万 | 0.22% | 19,438 | -131 | -0.7% | -$1.11万 | 减仓 |
| PSX | PHILLIPS 66 | $164.27万 | 0.22% | 9,017 | 395 | 4.6% | $7.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $163.96万 | 0.22% | 10,227 | -672 | -6.2% | -$10.77万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $161.80万 | 0.22% | 26,412 | -1,398 | -5.0% | -$8.56万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $159.83万 | 0.21% | 54,869 | -5,136 | -8.6% | -$14.96万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $152.63万 | 0.20% | 23,819 | 550 | 2.4% | $3.52万 | 加仓 |
| PYLD | PIMCO ETF TR | $150.07万 | 0.20% | 57,278 | 17,494 | 44.0% | $45.83万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $147.51万 | 0.20% | 102,794 | 61,219 | 147.2% | $87.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $145.67万 | 0.20% | 5,960 | 2,996 | 101.1% | $73.23万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $135.42万 | 0.18% | 20,281 | -193,684 | -90.5% | -$1,293.23万 | 减仓 |
| PWR | QUANTA SVCS INC | $134.55万 | 0.18% | 2,451 | 126 | 5.4% | $6.92万 | 加仓 |
| IEFA | ISHARES TR | $134.03万 | 0.18% | 14,805 | 2,163 | 17.1% | $19.58万 | 加仓 |
| GLD | SPDR GOLD TR | $128.31万 | 0.17% | 2,982 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $120.26万 | 0.16% | 1,990 | 85 | 4.5% | $5.14万 | 加仓 |
| MLN | VANECK ETF TRUST | $112.48万 | 0.15% | 64,498 | -8,237 | -11.3% | -$14.37万 | 减仓 |
| WMT | WALMART INC | $111.88万 | 0.15% | 9,002 | 9 | 0.1% | $1,119 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $110.34万 | 0.15% | 5,414 | 24 | 0.4% | $4,891 | 加仓 |
| QCOM | QUALCOMM INC | $109.81万 | 0.15% | 8,527 | -678 | -7.4% | -$8.73万 | 减仓 |
| MCD | MCDONALDS CORP | $109.63万 | 0.15% | 3,528 | 11 | 0.3% | $3,418 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $107.28万 | 0.14% | 26,275 | -489 | -1.8% | -$2.00万 | 减仓 |
| NFLX | NETFLIX INC. | $103.54万 | 0.14% | 10,769 | -9,645 | -47.2% | -$92.74万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $102.32万 | 0.14% | 11,947 | 4,981 | 71.5% | $42.66万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $101.02万 | 0.14% | 19,115 | -12,171 | -38.9% | -$64.32万 | 减仓 |
| CAT | CATERPILLAR INC | $99.05万 | 0.13% | 1,398 | 20 | 1.5% | $1.42万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.41万 | 0.12% | 13,549 | 235 | 1.8% | $1.55万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $89.02万 | 0.12% | 4,326 | 476 | 12.4% | $9.80万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $88.87万 | 0.12% | 12,376 | 1,448 | 13.3% | $10.40万 | 加仓 |
| GEV | GE VERNOVA INC | $88.12万 | 0.12% | 1,010 | 10 | 1.0% | $8,725 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $88.02万 | 0.12% | 2,550 | 151 | 6.3% | $5.21万 | 加仓 |
| T | AT&T INC | $87.97万 | 0.12% | 30,344 | 871 | 3.0% | $2.53万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $87.80万 | 0.12% | 11,777 | -95,070 | -89.0% | -$708.73万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $87.61万 | 0.12% | 8,981 | 105 | 1.2% | $1.02万 | 加仓 |
| MPC | MARATHON PETE CORP | $86.97万 | 0.12% | 3,562 | -36 | -1.0% | -$8,790 | 减仓 |