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 |
|---|---|---|---|---|---|---|---|---|
| DCTH | DELCATH SYS INC | $86.30万 | 0.12% | 93,000 | 2,500 | 2.8% | $2.32万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $85.95万 | 0.12% | 12,496 | -11,508 | -47.9% | -$79.15万 | 减仓 |
| RKLB | ROCKET LAB CORP | $85.89万 | 0.12% | 13,374 | -92 | -0.7% | -$5,908 | 减仓 |
| IJR | ISHARES TR | $85.81万 | 0.12% | 6,903 | -21 | -0.3% | -$2,610 | 减仓 |
| IJH | ISHARES TR | $85.58万 | 0.11% | 12,672 | -219 | -1.7% | -$1.48万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $85.17万 | 0.11% | 6,501 | 3,403 | 109.8% | $44.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $84.10万 | 0.11% | 2,489 | -991 | -28.5% | -$33.48万 | 减仓 |
| PEP | PEPSICO INC | $82.81万 | 0.11% | 5,333 | -1 | -0.0% | -$155 | 减仓 |
| TSLA | TESLA INC | $82.60万 | 0.11% | 2,222 | 41 | 1.9% | $1.52万 | 加仓 |
| SO | SOUTHERN CO | $79.70万 | 0.11% | 8,257 | 132 | 1.6% | $1.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $78.47万 | 0.11% | 5,433 | 281 | 5.5% | $4.06万 | 加仓 |
| USB | US BANCORP | $77.32万 | 0.10% | 14,867 | -1,907 | -11.4% | -$9.92万 | 减仓 |
| DLN | WISDOMTREE TR | $76.01万 | 0.10% | 8,509 | -84 | -1.0% | -$7,504 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.47万 | 0.10% | 3,881 | 494 | 14.6% | $9.48万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.10万 | 0.10% | 3,057 | 80 | 2.7% | $1.94万 | 加仓 |
| SBUX | STARBUCKS CORP | $71.52万 | 0.10% | 7,983 | -31 | -0.4% | -$2,777 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $69.80万 | 0.09% | 5,716 | -294 | -4.9% | -$3.59万 | 减仓 |
| GE | GE AEROSPACE | $63.56万 | 0.09% | 2,240 | -3 | -0.1% | -$851 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $61.06万 | 0.08% | 19,901 | 120 | 0.6% | $3,682 | 加仓 |
| VUG | VANGUARD INDEX FDS | $60.46万 | 0.08% | 1,384 | -112 | -7.5% | -$4.89万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $58.87万 | 0.08% | 3,561 | 189 | 5.6% | $3.12万 | 加仓 |
| KO | COCA COLA CO | $57.18万 | 0.08% | 7,518 | 82 | 1.1% | $6,236 | 加仓 |
| CSCO | CISCO SYS INC | $55.82万 | 0.07% | 7,194 | -108 | -1.5% | -$8,379 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $55.14万 | 0.07% | 8,992 | 194 | 2.2% | $1.19万 | 加仓 |
| MRK | MERCK & CO INC | $52.59万 | 0.07% | 4,372 | 456 | 11.6% | $5.49万 | 加仓 |
| ASML | ASML HLDG NV | $52.17万 | 0.07% | 395 | 16 | 4.2% | $2.11万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $51.90万 | 0.07% | 13,564 | 6,575 | 94.1% | $25.16万 | 加仓 |
| AMAT | APPLIED MATLS INC | $51.20万 | 0.07% | 1,498 | -5 | -0.3% | -$1,709 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $51.11万 | 0.07% | 5,357 | 1,902 | 55.1% | $18.15万 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $49.72万 | 0.07% | 19,638 | -1,033 | -5.0% | -$2.62万 | 减仓 |
| IWY | ISHARES TR | $49.67万 | 0.07% | 1,996 | -73 | -3.5% | -$1.82万 | 减仓 |
| LLY | ELI LILLY & CO | $47.91万 | 0.06% | 521 | -11 | -2.1% | -$1.01万 | 减仓 |
| ETN | EATON CORP PLC | $47.53万 | 0.06% | 1,329 | 5 | 0.4% | $1,788 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.20万 | 0.06% | 2,320 | 619 | 36.4% | $12.59万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $47.02万 | 0.06% | 9,624 | -512 | -5.1% | -$2.50万 | 减仓 |
| BA | BOEING CO | $46.73万 | 0.06% | 2,348 | -15 | -0.6% | -$2,985 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $46.23万 | 0.06% | 5,990 | 34 | 0.6% | $2,624 | 加仓 |
| IWB | ISHARES TR | $45.38万 | 0.06% | 1,273 | 65 | 5.4% | $2.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $45.15万 | 0.06% | 3,239 | 15 | 0.5% | $2,091 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $45.10万 | 0.06% | 50,170 | 13,450 | 36.6% | $12.09万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $44.49万 | 0.06% | 3,398 | 301 | 9.7% | $3.94万 | 加仓 |
| PFF | ISHARES TR | $43.59万 | 0.06% | 14,378 | 94 | 0.7% | $2,850 | 加仓 |
| SHYD | VANECK ETF TRUST | $43.43万 | 0.06% | 19,164 | -41,866 | -68.6% | -$94.87万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $42.81万 | 0.06% | 5,814 | 228 | 4.1% | $1.68万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $42.69万 | 0.06% | 1,404 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $42.27万 | 0.06% | 2,138 | 7 | 0.3% | $1,384 | 加仓 |
| DHS | WISDOMTREE TR | $41.87万 | 0.06% | 3,834 | 24 | 0.6% | $2,621 | 加仓 |
| IGSB | ISHARES TR | $41.67万 | 0.06% | 7,929 | 25 | 0.3% | $1,314 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.46万 | 0.06% | 8,260 | -528 | -6.0% | -$2.65万 | 减仓 |
| VIRT | VIRTU FINL INC | $41.19万 | 0.06% | 9,365 | 227 | 2.5% | $9,984 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $39.99万 | 0.05% | 8,997 | -7 | -0.1% | -$311 | 减仓 |
| KLAC | KLA CORP | $38.67万 | 0.05% | 263 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $37.63万 | 0.05% | 19,804 | 3,714 | 23.1% | $7.06万 | 加仓 |
| CRWV | COREWEAVE INC | $37.26万 | 0.05% | 4,810 | 862 | 21.8% | $6.68万 | 加仓 |
| IWV | ISHARES TR | $37.07万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $35.96万 | 0.05% | 8,150 | -100 | -1.2% | -$4,413 | 减仓 |
| WM | WASTE MGMT INC DEL | $34.93万 | 0.05% | 1,520 | 73 | 5.0% | $1.68万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $34.35万 | 0.05% | 4,514 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $33.74万 | 0.05% | 399 | -905 | -69.4% | -$76.54万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.66万 | 0.05% | 685 | 42 | 6.5% | $2.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.63万 | 0.05% | 807 | -3 | -0.4% | -$1,250 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $33.52万 | 0.04% | 6,068 | 149 | 2.5% | $8,230 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $33.39万 | 0.04% | 14,845 | 252 | 1.7% | $5,668 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.45万 | 0.04% | 1,587 | 27 | 1.7% | $5,520 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $31.50万 | 0.04% | 2,370 | 29 | 1.2% | $3,854 | 加仓 |
| SHYG | ISHARES TR | $31.30万 | 0.04% | 7,398 | -535 | -6.7% | -$2.26万 | 减仓 |
| PCAR | PACCAR INC | $30.65万 | 0.04% | 2,654 | 6 | 0.2% | $693 | 加仓 |
| PFE | PFIZER INC | $30.51万 | 0.04% | 10,865 | 32 | 0.3% | $899 | 加仓 |
| WFC | WELLS FARGO & CO | $30.31万 | 0.04% | 3,808 | -4 | -0.1% | -$318 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.09万 | 0.04% | 1,481 | -98 | -6.2% | -$1.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $29.85万 | 0.04% | 987 | 1 | 0.1% | $302 | 加仓 |
| AMGN | AMGEN INC | $29.76万 | 0.04% | 846 | 4 | 0.5% | $1,407 | 加仓 |
| RTX | RTX CORPORATION | $29.05万 | 0.04% | 1,506 | 128 | 9.3% | $2.47万 | 加仓 |
| DON | WISDOMTREE TR | $28.89万 | 0.04% | 5,499 | 19 | 0.3% | $998 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.66万 | 0.04% | 5,162 | 1 | 0.0% | $56 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $28.46万 | 0.04% | 7,089 | -65 | -0.9% | -$2,609 | 减仓 |
| MMM | 3M CO | $28.09万 | 0.04% | 1,934 | -2 | -0.1% | -$290 | 减仓 |
| BIL | SPDR SERIES TRUST | $27.50万 | 0.04% | 3,001 | -152 | -4.8% | -$1.39万 | 减仓 |
| DGRO | ISHARES TR | $27.48万 | 0.04% | 3,916 | 174 | 4.6% | $1.22万 | 加仓 |
| EMXC | ISHARES INC | $27.14万 | 0.04% | 3,451 | 221 | 6.8% | $1.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.02万 | 0.04% | 4,999 | 12 | 0.2% | $649 | 加仓 |
| ECL | ECOLAB INC | $26.93万 | 0.04% | 1,012 | 1 | 0.1% | $266 | 加仓 |
| DINO | HF SINCLAIR CORP | $26.84万 | 0.04% | 4,303 | 32 | 0.7% | $1,996 | 重新持有 |
| SUSA | ISHARES TR | $26.30万 | 0.04% | 1,991 | -36 | -1.8% | -$4,756 | 减仓 |
| COIN | COINBASE GLOBAL INC | $25.86万 | 0.03% | 1,481 | -44 | -2.9% | -$7,683 | 减仓 |
| NOBL | PROSHARES TR | $25.86万 | 0.03% | 2,439 | -428 | -14.9% | -$4.54万 | 减仓 |
| SLB | SLB LIMITED 看涨期权 | $25.70万 | 0.03% | 5,000 | 5,000 | — | $25.70万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $25.64万 | 0.03% | 17,766 | 1,290 | 7.8% | $1.86万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $25.21万 | 0.03% | 3,270 | 129 | 4.1% | $9,946 | 加仓 |
| MELI | MERCADOLIBRE INC | $24.90万 | 0.03% | 144 | 144 | — | $24.90万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $24.83万 | 0.03% | 1,205 | -73 | -5.7% | -$1.50万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $24.59万 | 0.03% | 4,956 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $24.49万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $24.47万 | 0.03% | 3,911 | -1,400 | -26.4% | -$8.76万 | 减仓 |
| LOW | LOWES COS INC | $24.15万 | 0.03% | 1,022 | 14 | 1.4% | $3,308 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $23.99万 | 0.03% | 87,555 | 20,000 | 29.6% | $5.48万 | 加仓 |
| COP | CONOCOPHILLIPS | $23.69万 | 0.03% | 1,795 | 1,795 | — | $23.69万 | 新建仓 |
| IVW | ISHARES TR | $23.34万 | 0.03% | 2,063 | 30 | 1.5% | $3,394 | 加仓 |
| ITM | VANECK ETF TRUST | $23.03万 | 0.03% | 4,961 | 23 | 0.5% | $1,068 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.98万 | 0.03% | 680 | 680 | — | $22.98万 | 新建仓 |