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 |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.95万 | 0.03% | 9,000 | 9,000 | — | $21.95万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $21.90万 | 0.03% | 3,890 | 124 | 3.3% | $6,981 | 加仓 |
| SNDK | SANDISK CORP | $21.79万 | 0.03% | 343 | 343 | — | $21.79万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.56万 | 0.03% | 797 | -1,028 | -56.3% | -$27.81万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $21.46万 | 0.03% | 2,990 | 7 | 0.2% | $502 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $21.27万 | 0.03% | 3,327 | 3 | 0.1% | $192 | 加仓 |
| YUM | YUM BRANDS INC | $21.11万 | 0.03% | 1,358 | 3 | 0.2% | $466 | 加仓 |
| ET | ENERGY TRANSFER L P | $20.70万 | 0.03% | 10,725 | 33 | 0.3% | $637 | 加仓 |
| NULV | NUSHARES ETF TR | $20.51万 | 0.03% | 4,508 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $20.33万 | 0.03% | 470 | 470 | — | $20.33万 | 新建仓 |
| HD | HOME DEPOT INC | $20.28万 | 0.03% | 617 | -101 | -14.1% | -$3.32万 | 减仓 |
| DSI | ISHARES TR | $20.10万 | 0.03% | 1,659 | 1 | 0.1% | $121 | 加仓 |
| SLB | SLB LIMITED | $15.13万 | 0.02% | 2,943 | -10,600 | -78.3% | -$54.48万 | 减仓 |
| BTG | B2GOLD CORP | $5.44万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $4.07万 | 0.01% | 200 | 200 | — | $4.07万 | 新建仓 |
| — | ALDEYRA THERAPEUTICS INC | $2.54万 | 0.00% | 15,000 | -800 | -5.1% | -$1,352 | 减仓 |
| — | CARDIFF ONCOLOGY INC | $2.43万 | 0.00% | 15,000 | 4,500 | 42.9% | $7,290 | 加仓 |
| SABR | SABRE CORP | $2.17万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS 看涨期权 | $1.32万 | 0.00% | 100 | 100 | — | $1.32万 | 新建仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,405 | -100.0% | -$38.40万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -270 | -100.0% | -$28.95万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,451 | -100.0% | -$28.28万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,503 | -100.0% | -$28.13万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -925 | -100.0% | -$24.50万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,378 | -100.0% | -$23.98万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -4,730 | -100.0% | -$23.79万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -5,668 | -100.0% | -$21.95万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,892 | -100.0% | -$21.23万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,840 | -100.0% | -$20.94万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -2,983 | -100.0% | -$20.39万 | 清仓 |
| — | RENOVORX INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8,401 | 清仓 |