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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $5,645.69万 | 6.63% | 1,070,071 | 18,406 | 1.8% | $97.11万 | 加仓 |
| IVV | ISHARES TR | $4,962.41万 | 5.83% | 66,264 | 2,974 | 4.7% | $222.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,929.78万 | 5.79% | 208,342 | 8,016 | 4.0% | $189.67万 | 加仓 |
| IWF | ISHARES TR | $3,772.15万 | 4.43% | 303,789 | 8,829 | 3.0% | $109.63万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,626.82万 | 4.26% | 438,817 | 15,644 | 3.7% | $129.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,566.32万 | 4.19% | 48,429 | 4,265 | 9.7% | $314.07万 | 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 |
| VGT | VANGUARD WORLD FD | $2,954.14万 | 3.47% | 247,167 | 2,919 | 1.2% | $34.89万 | 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 |
| 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 |
| IEMG | ISHARES INC | $1,827.06万 | 2.15% | 220,552 | 21,560 | 10.8% | $178.60万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,766.83万 | 2.08% | 141,618 | 14,312 | 11.2% | $178.56万 | 加仓 |
| AAPL | APPLE INC | $1,683.28万 | 1.98% | 58,173 | -202 | -0.3% | -$5.85万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,650.45万 | 1.94% | 168,070 | 3,842 | 2.3% | $37.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,588.45万 | 1.87% | 100,515 | 111 | 0.1% | $1.75万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,324.34万 | 1.56% | 43,690 | 1,309 | 3.1% | $39.68万 | 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 |
| AMZN | AMAZON COM INC | $1,229.92万 | 1.44% | 51,604 | 631 | 1.2% | $15.04万 | 加仓 |
| GOOGL | ALPHABET INC | $1,216.97万 | 1.43% | 34,054 | -1,060 | -3.0% | -$37.88万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,113.15万 | 1.31% | 51,078 | 5,149 | 11.2% | $112.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,106.20万 | 1.30% | 29,655 | 1,177 | 4.1% | $43.90万 | 加仓 |
| IDV | ISHARES TR | $1,093.90万 | 1.28% | 264,035 | 20,639 | 8.5% | $85.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $915.31万 | 1.08% | 18,292 | 1,627 | 9.8% | $81.41万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $821.45万 | 0.96% | 159,690 | 36,987 | 30.1% | $190.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $772.00万 | 0.91% | 38,583 | 997 | 2.7% | $19.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $769.54万 | 0.90% | 152,144 | 1,853 | 1.2% | $9.37万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $733.58万 | 0.86% | 129,883 | -699 | -0.5% | -$3.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $711.23万 | 0.84% | 19,220 | 1,300 | 7.3% | $48.11万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $673.00万 | 0.79% | 69,791 | -1,434 | -2.0% | -$13.83万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $668.63万 | 0.79% | 192,079 | 186 | 0.1% | $6,475 | 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 |
| META | META PLATFORMS INC | $650.34万 | 0.76% | 11,545 | 107 | 0.9% | $6.03万 | 加仓 |
| SGOV | ISHARES TR | $634.74万 | 0.75% | 63,051 | -34,664 | -35.5% | -$348.96万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $633.73万 | 0.74% | 42,696 | 427 | 1.0% | $6.34万 | 加仓 |
| MINT | PIMCO ETF TR | $582.11万 | 0.68% | 57,744 | 3,971 | 7.4% | $40.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $574.26万 | 0.67% | 6,139 | -33 | -0.5% | -$3.09万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $554.01万 | 0.65% | 66,691 | 2,828 | 4.4% | $23.49万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $548.41万 | 0.64% | 91,151 | 224 | 0.2% | $1.35万 | 加仓 |
| AMLP | ALPS ETF TR | $495.01万 | 0.58% | 95,469 | 41,611 | 77.3% | $215.75万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $494.05万 | 0.58% | 34,819 | -1,636 | -4.5% | -$23.21万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $491.25万 | 0.58% | 153,275 | 10,980 | 7.7% | $35.19万 | 加仓 |
| AVGO | BROADCOM INC | $467.12万 | 0.55% | 12,366 | -754 | -5.7% | -$28.48万 | 减仓 |
| HDV | ISHARES TR | $444.35万 | 0.52% | 162,111 | 16,321 | 11.2% | $44.74万 | 加仓 |
| IEF | ISHARES TR | $442.14万 | 0.52% | 46,752 | 4,371 | 10.3% | $41.34万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $435.55万 | 0.51% | 98,922 | 72,647 | 276.5% | $319.87万 | 加仓 |
| V | VISA INC | $413.84万 | 0.49% | 12,062 | 531 | 4.6% | $18.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $398.68万 | 0.47% | 12,180 | 217 | 1.8% | $7.10万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $385.42万 | 0.45% | 76,087 | 3,805 | 5.3% | $19.27万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $370.43万 | 0.44% | 4,854 | -8 | -0.2% | -$6,105 | 减仓 |
| MUB | ISHARES TR | $353.33万 | 0.41% | 32,831 | -1,663 | -4.8% | -$17.90万 | 减仓 |
| VO | VANGUARD INDEX FDS | $343.37万 | 0.40% | 42,617 | -903 | -2.1% | -$7.28万 | 减仓 |
| MLPA | GLOBAL X FDS | $340.56万 | 0.40% | 64,160 | 7,115 | 12.5% | $37.77万 | 加仓 |
| AGG | ISHARES TR | $327.28万 | 0.38% | 33,065 | -1,671 | -4.8% | -$16.54万 | 减仓 |
| ABBV | ABBVIE INC | $323.02万 | 0.38% | 12,836 | 189 | 1.5% | $4.76万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $310.60万 | 0.36% | 9,108 | -1,119 | -10.9% | -$38.16万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $298.29万 | 0.35% | 8,157 | -651 | -7.4% | -$23.81万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $292.43万 | 0.34% | 62,298 | 4,672 | 8.1% | $21.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $288.88万 | 0.34% | 2,503 | 14 | 0.6% | $1.62万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $280.89万 | 0.33% | 59,560 | -1,134 | -1.9% | -$5.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $279.82万 | 0.33% | 11,516 | -408 | -3.4% | -$9.91万 | 减仓 |
| PWR | QUANTA SVCS INC | $272.74万 | 0.32% | 3,788 | 1,337 | 54.5% | $96.27万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $272.54万 | 0.32% | 52,071 | -97,805 | -65.3% | -$511.91万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $267.91万 | 0.31% | 22,963 | 1,272 | 5.9% | $14.84万 | 加仓 |
| GOOG | ALPHABET INC | $266.62万 | 0.31% | 7,546 | -298 | -3.8% | -$10.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $262.83万 | 0.31% | 3,827 | 77 | 2.1% | $5.29万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $209.74万 | 0.25% | 8,445 | -2,976 | -26.1% | -$73.91万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $202.90万 | 0.24% | 113,162 | 2,370 | 2.1% | $4.25万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $195.93万 | 0.23% | 20,750 | 1,312 | 6.7% | $12.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $187.91万 | 0.22% | 55,530 | 661 | 1.2% | $2.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $181.85万 | 0.21% | 68,572 | 11,294 | 19.7% | $29.95万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $180.68万 | 0.21% | 7,114 | 1,154 | 19.4% | $29.31万 | 加仓 |
| CVX | CHEVRON CORPORATION | $178.85万 | 0.21% | 10,790 | 303 | 2.9% | $5.02万 | 加仓 |
| — | EXXON MOBIL CORP | $173.25万 | 0.20% | 12,672 | 115 | 0.9% | $1.57万 | 加仓 |
| IAU | ISHARES GOLD TR | $172.36万 | 0.20% | 22,826 | 329 | 1.5% | $2.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $171.19万 | 0.20% | 24,027 | 208 | 0.9% | $1.48万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $154.99万 | 0.18% | 19,863 | -418 | -2.1% | -$3.26万 | 减仓 |
| IEFA | ISHARES TR | $154.36万 | 0.18% | 15,983 | 1,178 | 8.0% | $11.38万 | 加仓 |
| PSX | PHILLIPS 66 | $153.79万 | 0.18% | 9,097 | 80 | 0.9% | $1.35万 | 加仓 |
| CAT | CATERPILLAR INC | $152.65万 | 0.18% | 1,433 | 35 | 2.5% | $3.73万 | 加仓 |
| RKLB | ROCKET LAB CORP | $144.54万 | 0.17% | 14,219 | 845 | 6.3% | $8.59万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $143.54万 | 0.17% | 100,310 | -2,484 | -2.4% | -$3.55万 | 减仓 |
| GEV | GE VERNOVA INC | $136.71万 | 0.16% | 1,164 | 154 | 15.2% | $18.09万 | 加仓 |
| QCOM | QUALCOMM INC | $136.42万 | 0.16% | 7,382 | -1,145 | -13.4% | -$21.16万 | 减仓 |
| LLY | ELI LILLY & CO | $129.78万 | 0.15% | 1,082 | 561 | 107.7% | $67.29万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $127.61万 | 0.15% | 25,625 | 25,625 | — | $127.61万 | 新建仓 |
| MCD | MCDONALDS CORP | $125.11万 | 0.15% | 4,628 | 1,100 | 31.2% | $29.74万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $124.89万 | 0.15% | 13,581 | 1,634 | 13.7% | $15.03万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $123.98万 | 0.15% | 13,585 | 1,808 | 15.4% | $16.50万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $120.61万 | 0.14% | 22,710 | -3,702 | -14.0% | -$19.66万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $119.19万 | 0.14% | 5,437 | 23 | 0.4% | $5,042 | 加仓 |
| VXF | VANGUARD INDEX FDS | $119.11万 | 0.14% | 4,838 | 512 | 11.8% | $12.61万 | 加仓 |
| DCTH | DELCATH SYS INC | $117.09万 | 0.14% | 93,000 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $115.51万 | 0.14% | 508 | 165 | 48.1% | $37.52万 | 加仓 |
| INTC | INTEL CORP | $110.94万 | 0.13% | 7,946 | -204 | -2.5% | -$2.85万 | 减仓 |
| GLD | SPDR GOLD TR | $109.85万 | 0.13% | 2,982 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $107.94万 | 0.13% | 1,493 | -5 | -0.3% | -$3,615 | 减仓 |
| WMT | WALMART INC | $106.64万 | 0.13% | 9,416 | 414 | 4.6% | $4.69万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $103.92万 | 0.12% | 9,781 | 800 | 8.9% | $8.50万 | 加仓 |
| IJR | ISHARES TR | $101.31万 | 0.12% | 6,831 | -72 | -1.0% | -$1.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $100.27万 | 0.12% | 1,968 | -22 | -1.1% | -$1.12万 | 减仓 |