January Capital Advisors LLC
SAN FRANCISCO CA · SEC CIK 0001855967
$1.20亿2026Q2 申报市值
55持仓数
68.5%前十大占比 · 第一大 10.6%
6 / 3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
GLDM 加仓+$938.88万
FNDE 加仓+$746.23万
SCHZ 加仓+$695.22万
FNDF 加仓+$659.62万
XLK 加仓+$649.04万
2026Q2 卖出最多 按季末市值估算
CGCP 减仓-$502.40万
DBND 减仓-$312.44万
DIREXION SHARES 清仓-$197.75万
XLP 清仓-$158.78万
XLU 清仓-$53.86万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $1,264.48万 | 10.57% | 159,214 | 118,217 | 288.4% | $938.88万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $998.57万 | 8.35% | 52,413 | 34,067 | 185.7% | $649.04万 | 加仓 |
| — | EA SERIES TRUST | $968.68万 | 8.10% | 326,099 | -3,066 | -0.9% | -$9.11万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $856.12万 | 7.15% | 162,267 | 125,023 | 335.7% | $659.62万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $842.09万 | 7.04% | 212,219 | 188,063 | 778.5% | $746.23万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $822.19万 | 6.87% | 368,860 | -225,392 | -37.9% | -$502.40万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $789.92万 | 6.60% | 341,513 | 300,572 | 734.2% | $695.22万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $711.07万 | 5.94% | 133,886 | 98,140 | 274.5% | $521.22万 | 加仓 |
| GOOG | ALPHABET INC | $530.67万 | 4.43% | 15,019 | 20 | 0.1% | $7,067 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $417.80万 | 3.49% | 22,556 | 22,556 | — | $417.80万 | 新建仓 |
| DBND | DOUBLELINE ETF TRUST | $383.80万 | 3.21% | 84,184 | -68,532 | -44.9% | -$312.44万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $254.82万 | 2.13% | 47,533 | 29,076 | 157.5% | $155.88万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $252.86万 | 2.11% | 15,937 | 8,791 | 123.0% | $139.48万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $243.06万 | 2.03% | 20,725 | 11,778 | 131.6% | $138.13万 | 加仓 |
| AMGN | AMGEN INC | $231.76万 | 1.94% | 6,400 | -7 | -0.1% | -$2,535 | 减仓 |
| SNDK | SANDISK CORP | $227.37万 | 1.90% | 1,000 | 110 | 12.4% | $25.01万 | 加仓 |
| BOXX | EA SERIES TRUST | $219.06万 | 1.83% | 18,709 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $177.72万 | 1.49% | 23,536 | -1,099 | -4.5% | -$8.30万 | 减仓 |
| WM | WASTE MGMT INC DEL | $132.51万 | 1.11% | 5,946 | 14 | 0.2% | $3,120 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $96.39万 | 0.81% | 23,544 | -1,189 | -4.8% | -$4.87万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $91.11万 | 0.76% | 18,487 | -15 | -0.1% | -$739 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $86.33万 | 0.72% | 8,058 | 8,058 | — | $86.33万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $77.12万 | 0.64% | 28,076 | -67 | -0.2% | -$1,840 | 减仓 |
| MSFT | MICROSOFT CORP | $73.13万 | 0.61% | 1,961 | -22 | -1.1% | -$8,205 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $70.45万 | 0.59% | 18,782 | 54 | 0.3% | $2,026 | 加仓 |
| GOOGL | ALPHABET INC | $68.36万 | 0.57% | 1,913 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $60.65万 | 0.51% | 1,639 | 700 | 74.5% | $25.90万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $59.85万 | 0.50% | 11,775 | 11,775 | — | $59.85万 | 新建仓 |
| CMF | ISHARES TR | $57.80万 | 0.48% | 10,027 | -21 | -0.2% | -$1,210 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $56.97万 | 0.48% | 892 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $50.89万 | 0.43% | 2,135 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $49.14万 | 0.41% | 2,630 | -319 | -10.8% | -$5.96万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $45.31万 | 0.38% | 4,719 | -35 | -0.7% | -$3,361 | 减仓 |
| EBAY | EBAY INC. | $45.24万 | 0.38% | 4,048 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $44.71万 | 0.37% | 1,545 | -55 | -3.4% | -$1.59万 | 减仓 |
| CVX | CHEVRON CORPORATION | $43.40万 | 0.36% | 2,618 | -3,000 | -53.4% | -$49.73万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.13万 | 0.36% | 3,040 | -51 | -1.6% | -$7,236 | 减仓 |
| — | TIDAL TRUST I | $40.29万 | 0.34% | 16,423 | -63 | -0.4% | -$1,546 | 减仓 |
| SPSM | SPDR SERIES TRUST | $39.23万 | 0.33% | 6,803 | 0 | 0.0% | — | 不变 |
| SCUS | SCHWAB STRATEGIC TR | $34.59万 | 0.29% | 13,741 | -13,497 | -49.6% | -$33.98万 | 减仓 |
| BAC | BANK OF AMER CORP | $33.71万 | 0.28% | 5,915 | -71 | -1.2% | -$4,046 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $31.54万 | 0.26% | 11,539 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $31.05万 | 0.26% | 12,026 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $30.24万 | 0.25% | 1,960 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $29.82万 | 0.25% | 6,517 | 10 | 0.2% | $458 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $29.24万 | 0.24% | 8,026 | 16 | 0.2% | $583 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.93万 | 0.23% | 242 | 242 | — | $27.93万 | 新建仓 |
| ULST | SSGA ACTIVE ETF TR | $27.30万 | 0.23% | 6,754 | -2,158 | -24.2% | -$8.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.87万 | 0.22% | 359 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $26.51万 | 0.22% | 5,958 | 123 | 2.1% | $5,473 | 加仓 |
| WMT | WALMART INC | $25.55万 | 0.21% | 2,256 | -28 | -1.2% | -$3,171 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $25.05万 | 0.21% | 6,600 | 77 | 1.2% | $2,923 | 加仓 |
| USFR | WISDOMTREE TR | $21.90万 | 0.18% | 4,350 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $20.46万 | 0.17% | 600 | 600 | — | $20.46万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.02万 | 0.17% | 400 | 400 | — | $20.02万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -198,739 | -100.0% | -$197.75万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -19,368 | -100.0% | -$158.78万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -11,736 | -100.0% | -$53.86万 | 清仓 |