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 |
|---|---|---|---|---|---|---|---|---|
| SHM | SPDR SERIES TRUST | $99.65万 | 0.12% | 20,775 | -13,634 | -39.6% | -$65.40万 | 减仓 |
| MO | ALTRIA GROUP INC | $99.58万 | 0.12% | 13,841 | 292 | 2.2% | $2.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $99.20万 | 0.12% | 6,765 | 1,332 | 24.5% | $19.53万 | 加仓 |
| TSLA | TESLA INC | $97.96万 | 0.12% | 2,329 | 107 | 4.8% | $4.50万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $97.70万 | 0.11% | 12,162 | -214 | -1.7% | -$1.72万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.78万 | 0.11% | 1,666 | -654 | -28.2% | -$37.99万 | 减仓 |
| IJH | ISHARES TR | $95.38万 | 0.11% | 12,370 | -302 | -2.4% | -$2.33万 | 减仓 |
| MPC | MARATHON PETE CORP | $90.75万 | 0.11% | 3,549 | -13 | -0.4% | -$3,324 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $90.38万 | 0.11% | 4,248 | 367 | 9.5% | $7.81万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $89.39万 | 0.10% | 16,805 | -2,310 | -12.1% | -$12.29万 | 减仓 |
| GE | GE AEROSPACE | $88.57万 | 0.10% | 2,370 | 130 | 5.8% | $4.86万 | 加仓 |
| ASML | ASML HLDG NV | $88.13万 | 0.10% | 443 | 48 | 12.2% | $9.55万 | 加仓 |
| PEP | PEPSICO INC | $85.69万 | 0.10% | 6,329 | 996 | 18.7% | $13.49万 | 加仓 |
| CSCO | CISCO SYS INC | $84.58万 | 0.10% | 7,201 | 7 | 0.1% | $822 | 加仓 |
| USB | US BANCORP | $84.23万 | 0.10% | 13,946 | -921 | -6.2% | -$5.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.70万 | 0.10% | 2,941 | -116 | -3.8% | -$3.26万 | 减仓 |
| DLN | WISDOMTREE TR | $82.13万 | 0.10% | 8,527 | 18 | 0.2% | $1,734 | 加仓 |
| SBUX | STARBUCKS CORP | $81.09万 | 0.10% | 7,936 | -47 | -0.6% | -$4,803 | 减仓 |
| SO | SOUTHERN CO | $79.23万 | 0.09% | 8,278 | 21 | 0.3% | $2,010 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $79.10万 | 0.09% | 24,944 | 5,043 | 25.3% | $15.99万 | 加仓 |
| KLAC | KLA CORP | $78.38万 | 0.09% | 2,598 | -32 | -1.2% | -$9,654 | 减仓 |
| NFLX | NETFLIX INC. | $74.85万 | 0.09% | 10,483 | -286 | -2.7% | -$2.04万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $71.92万 | 0.08% | 6,403 | -98 | -1.5% | -$1.10万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.20万 | 0.08% | 2,416 | -134 | -5.3% | -$3.89万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $70.20万 | 0.08% | 17,690 | 4,126 | 30.4% | $16.37万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $66.49万 | 0.08% | 4,786 | -930 | -16.3% | -$12.92万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $64.84万 | 0.08% | 3,584 | 23 | 0.6% | $4,161 | 加仓 |
| VUG | VANGUARD INDEX FDS | $63.52万 | 0.07% | 7,374 | -930 | -11.2% | -$8.01万 | 减仓 |
| BA | BOEING CO | $62.80万 | 0.07% | 2,901 | 553 | 23.6% | $11.97万 | 加仓 |
| T | AT&T INC | $62.39万 | 0.07% | 30,141 | -203 | -0.7% | -$4,202 | 减仓 |
| ETN | EATON CORP PLC | $59.91万 | 0.07% | 1,406 | 77 | 5.8% | $3.28万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $59.74万 | 0.07% | 8,265 | -727 | -8.1% | -$5.25万 | 减仓 |
| MRK | MERCK & CO INC | $59.39万 | 0.07% | 4,622 | 250 | 5.7% | $3.21万 | 加仓 |
| KO | COCA COLA CO | $59.24万 | 0.07% | 7,290 | -228 | -3.0% | -$1.85万 | 减仓 |
| IWY | ISHARES TR | $58.01万 | 0.07% | 1,996 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $56.59万 | 0.07% | 9,500 | 135 | 1.4% | $8,042 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $56.05万 | 0.07% | 9,297 | 3,229 | 53.2% | $19.47万 | 加仓 |
| IWB | ISHARES TR | $55.19万 | 0.06% | 1,348 | 75 | 5.9% | $3.07万 | 加仓 |
| CRWV | COREWEAVE INC | $52.97万 | 0.06% | 5,321 | 511 | 10.6% | $5.09万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $51.43万 | 0.06% | 55,779 | 5,609 | 11.2% | $5.17万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $50.16万 | 0.06% | 7,277 | -5,219 | -41.8% | -$35.98万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $49.73万 | 0.06% | 25,778 | 5,974 | 30.2% | $11.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $49.08万 | 0.06% | 6,399 | 409 | 6.8% | $3.14万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $48.76万 | 0.06% | 20,326 | 2,560 | 14.4% | $6.14万 | 加仓 |
| WELL | WELLTOWER INC | $48.67万 | 0.06% | 2,144 | 6 | 0.3% | $1,362 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $47.41万 | 0.06% | 7,714 | 2,552 | 49.4% | $15.68万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $46.40万 | 0.05% | 1,404 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $45.82万 | 0.05% | 1,062 | 1,062 | — | $45.82万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $45.74万 | 0.05% | 9,360 | -264 | -2.7% | -$1.29万 | 减仓 |
| DHS | WISDOMTREE TR | $44.30万 | 0.05% | 3,897 | 63 | 1.6% | $7,162 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $44.26万 | 0.05% | 2,323 | -47 | -2.0% | -$8,954 | 减仓 |
| SHYD | VANECK ETF TRUST | $44.22万 | 0.05% | 19,310 | 146 | 0.8% | $3,343 | 加仓 |
| GILD | GILEAD SCIENCES INC | $42.78万 | 0.05% | 3,386 | 147 | 4.5% | $1.86万 | 加仓 |
| IWV | ISHARES TR | $42.64万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $42.62万 | 0.05% | 5,805 | -9 | -0.2% | -$661 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $42.01万 | 0.05% | 3,319 | -79 | -2.3% | -$9,999 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $41.60万 | 0.05% | 15,644 | -3,994 | -20.3% | -$10.62万 | 减仓 |
| SHYG | ISHARES TR | $40.53万 | 0.05% | 9,557 | 2,159 | 29.2% | $9.16万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $40.38万 | 0.05% | 9,004 | 7 | 0.1% | $314 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.64万 | 0.05% | 807 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $39.29万 | 0.05% | 7,496 | -433 | -5.5% | -$2.27万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $38.99万 | 0.05% | 1,153 | 166 | 16.8% | $5.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.78万 | 0.05% | 812 | 132 | 19.4% | $6.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.74万 | 0.05% | 383 | -16 | -4.0% | -$1.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.26万 | 0.04% | 732 | 732 | — | $38.26万 | 新建仓 |
| EMXC | ISHARES INC | $37.65万 | 0.04% | 3,680 | 229 | 6.6% | $2.34万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $37.41万 | 0.04% | 5,973 | 616 | 11.5% | $3.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.04万 | 0.04% | 891 | 94 | 11.8% | $3.91万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.01万 | 0.04% | 738 | 53 | 7.7% | $2.66万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $36.71万 | 0.04% | 1,350 | 1,350 | — | $36.71万 | 新建仓 |
| SLB | SLB LIMITED | $35.08万 | 0.04% | 7,547 | 4,604 | 156.4% | $21.40万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $34.99万 | 0.04% | 4,514 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $34.53万 | 0.04% | 1,549 | 29 | 1.9% | $6,464 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.43万 | 0.04% | 8,132 | -128 | -1.5% | -$5,419 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.26万 | 0.04% | 355 | 355 | — | $34.26万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.14万 | 0.04% | 1,480 | -1 | -0.1% | -$224 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $32.97万 | 0.04% | 15,097 | 252 | 1.7% | $5,504 | 加仓 |
| PFF | ISHARES TR | $32.49万 | 0.04% | 10,656 | -3,722 | -25.9% | -$11.35万 | 减仓 |
| AMGN | AMGEN INC | $32.23万 | 0.04% | 890 | 44 | 5.2% | $1.59万 | 加仓 |
| WFC | WELLS FARGO & CO | $32.13万 | 0.04% | 3,888 | 80 | 2.1% | $6,612 | 加仓 |
| PCAR | PACCAR INC | $31.96万 | 0.04% | 2,660 | 6 | 0.2% | $721 | 加仓 |
| MMM | 3M CO | $31.35万 | 0.04% | 1,936 | 2 | 0.1% | $324 | 加仓 |
| SUB | ISHARES TR | $31.33万 | 0.04% | 2,943 | 2,943 | — | $31.33万 | 新建仓 |
| DON | WISDOMTREE TR | $31.21万 | 0.04% | 5,522 | 23 | 0.4% | $1,300 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $31.20万 | 0.04% | 1,603 | 16 | 1.0% | $3,114 | 加仓 |
| SUSA | ISHARES TR | $30.83万 | 0.04% | 1,998 | 7 | 0.4% | $1,080 | 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 |
| DINO | HF SINCLAIR CORP | $30.05万 | 0.04% | 4,315 | 12 | 0.3% | $836 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.85万 | 0.04% | 5,001 | 2 | 0.0% | $119 | 加仓 |
| DGRO | ISHARES TR | $29.80万 | 0.04% | 3,932 | 16 | 0.4% | $1,213 | 加仓 |
| SHEL | SHELL PLC | $29.60万 | 0.03% | 3,817 | 3,817 | — | $29.60万 | 新建仓 |
| RTX | RTX CORPORATION | $29.56万 | 0.03% | 1,558 | 52 | 3.5% | $9,868 | 加仓 |
| NOBL | PROSHARES TR | $29.19万 | 0.03% | 5,198 | 320 | 6.6% | $1.80万 | 加仓 |
| ECL | ECOLAB INC | $28.35万 | 0.03% | 1,017 | 5 | 0.5% | $1,394 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.11万 | 0.03% | 3,288 | 18 | 0.6% | $1,539 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $27.87万 | 0.03% | 6,918 | -171 | -2.4% | -$6,889 | 减仓 |
| BIL | SPDR SERIES TRUST | $27.50万 | 0.03% | 3,001 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $27.27万 | 0.03% | 3,569 | 3,569 | — | $27.27万 | 新建仓 |
| MCK | MCKESSON CORP | $27.23万 | 0.03% | 360 | 360 | — | $27.23万 | 新建仓 |
| MTUM | ISHARES TR | $27.16万 | 0.03% | 792 | 792 | — | $27.16万 | 新建仓 |