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 |
|---|---|---|---|---|---|---|---|---|
| — | GOLDMAN SACHS ETF TR | $26.63万 | 0.03% | 4,198 | 308 | 7.9% | $1.95万 | 加仓 |
| IXUS | ISHARES TR | $26.14万 | 0.03% | 2,739 | 2,739 | — | $26.14万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.87万 | 0.03% | 5,734 | 5,734 | — | $25.87万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $25.62万 | 0.03% | 1,621 | 1,621 | — | $25.62万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $25.20万 | 0.03% | 4,956 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $24.63万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| GSC | GOLDMAN SACHS ETF TR | $24.42万 | 0.03% | 3,528 | 3,528 | — | $24.42万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $24.38万 | 0.03% | 123 | 123 | — | $24.38万 | 新建仓 |
| COWZ | PACER FDS TR | $24.28万 | 0.03% | 3,904 | -7 | -0.2% | -$435 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $23.94万 | 0.03% | 3,014 | 24 | 0.8% | $1,906 | 加仓 |
| IVW | ISHARES TR | $23.87万 | 0.03% | 1,735 | -328 | -15.9% | -$4.51万 | 减仓 |
| DSI | ISHARES TR | $23.63万 | 0.03% | 1,660 | 1 | 0.1% | $142 | 加仓 |
| MLN | VANECK ETF TRUST | $23.32万 | 0.03% | 13,116 | -51,382 | -79.7% | -$91.36万 | 减仓 |
| MELI | MERCADOLIBRE INC | $23.25万 | 0.03% | 137 | -7 | -4.9% | -$1.19万 | 减仓 |
| LOW | LOWES COS INC | $22.60万 | 0.03% | 1,025 | 3 | 0.3% | $661 | 加仓 |
| NULV | NUSHARES ETF TR | $22.54万 | 0.03% | 4,508 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $22.52万 | 0.03% | 3,332 | 5 | 0.2% | $338 | 加仓 |
| PFE | PFIZER INC | $22.51万 | 0.03% | 9,347 | -1,518 | -14.0% | -$3.66万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.94万 | 0.03% | 312 | 312 | — | $21.94万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $21.81万 | 0.03% | 1,492 | 11 | 0.7% | $1,608 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $21.58万 | 0.03% | 645 | 645 | — | $21.58万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $21.57万 | 0.03% | 500 | 500 | — | $21.57万 | 新建仓 |
| IXN | ISHARES TR | $21.43万 | 0.03% | 1,483 | 1,483 | — | $21.43万 | 新建仓 |
| ESGD | ISHARES TR | $21.36万 | 0.03% | 2,077 | 2,077 | — | $21.36万 | 新建仓 |
| IWD | ISHARES TR | $21.35万 | 0.03% | 880 | 880 | — | $21.35万 | 新建仓 |
| HD | HOME DEPOT INC | $20.65万 | 0.02% | 586 | -31 | -5.0% | -$1.09万 | 减仓 |
| TLN | TALEN ENERGY CORP | $20.29万 | 0.02% | 528 | 528 | — | $20.29万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C 看涨期权 | $4.51万 | 0.01% | 1,000 | 1,000 | — | $4.51万 | 新建仓 |
| BTG | B2GOLD CORP | $4.49万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP | $3.13万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | CARDIFF ONCOLOGY INC | $2.02万 | 0.00% | 15,525 | 525 | 3.5% | $683 | 加仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,205 | -100.0% | -$24.83万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -87,555 | -100.0% | -$23.99万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,795 | -100.0% | -$23.69万 | 清仓 |
| ITM | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,961 | -100.0% | -$23.03万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -9,000 | -100.0% | -$21.95万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,358 | -100.0% | -$21.11万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -10,725 | -100.0% | -$20.70万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -470 | -100.0% | -$20.33万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$4.07万 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.54万 | 清仓 |
| COP | CONOCOPHILLIPS 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.32万 | 清仓 |