Capital Investment Management, Inc.
LEES SUMMIT MO · SEC CIK 0002124549
$3.26亿2026Q2 申报市值
132持仓数
53.0%前十大占比 · 第一大 11.1%
13 / 7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
IVV 加仓+$348.50万
IUSB 加仓+$201.82万
CORO 新建仓+$104.35万
GGOV 新建仓+$92.27万
TFI 加仓+$83.80万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$131.70万
EFV 减仓-$113.30万
IAGG 清仓-$91.83万
IEMG 减仓-$78.14万
BINC 清仓-$78.13万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,639.41万 | 11.15% | 52,989 | -464 | -0.9% | -$31.87万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,488.31万 | 10.69% | 396,940 | 1,667 | 0.4% | $14.65万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,798.42万 | 8.57% | 327,338 | -8 | -0.0% | -$684 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,719.98万 | 5.27% | 673,977 | 1,480 | 0.2% | $3.78万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,682.42万 | 5.15% | 333,881 | 2,951 | 0.9% | $14.87万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $914.02万 | 2.80% | 188,731 | 729 | 0.4% | $3.53万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $845.42万 | 2.59% | 163,273 | 2,025 | 1.3% | $10.49万 | 加仓 |
| IVV | ISHARES TR | $785.81万 | 2.41% | 10,494 | 4,654 | 79.7% | $348.50万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $776.10万 | 2.38% | 99,616 | 554 | 0.6% | $4.32万 | 加仓 |
| IUSB | ISHARES TR | $645.52万 | 1.98% | 139,876 | 43,732 | 45.5% | $201.82万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $532.54万 | 1.63% | 64,992 | -320 | -0.5% | -$2.62万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $511.53万 | 1.57% | 20,775 | 7 | 0.0% | $1,724 | 加仓 |
| TFI | SPDR SERIES TRUST | $503.16万 | 1.54% | 109,860 | 18,297 | 20.0% | $83.80万 | 加仓 |
| IVW | ISHARES TR | $490.47万 | 1.50% | 35,664 | 306 | 0.9% | $4.21万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $471.55万 | 1.44% | 179,774 | 2,290 | 1.3% | $6.01万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $384.80万 | 1.18% | 66,725 | 280 | 0.4% | $1.61万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $380.47万 | 1.17% | 81,279 | 434 | 0.5% | $2.03万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $377.15万 | 1.16% | 49,171 | 194 | 0.4% | $1.49万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $369.63万 | 1.13% | 54,711 | 377 | 0.7% | $2.55万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $368.06万 | 1.13% | 53,395 | 381 | 0.7% | $2.63万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $362.72万 | 1.11% | 140,319 | 25,842 | 22.6% | $66.80万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $345.33万 | 1.06% | 125,713 | 20,482 | 19.5% | $56.26万 | 加仓 |
| IVE | ISHARES TR | $343.45万 | 1.05% | 15,126 | -1,529 | -9.2% | -$34.72万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $300.82万 | 0.92% | 61,044 | 8,774 | 16.8% | $43.24万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $291.66万 | 0.89% | 42,885 | 3,210 | 8.1% | $21.83万 | 加仓 |
| IWB | ISHARES TR | $281.86万 | 0.86% | 6,883 | -534 | -7.2% | -$21.87万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $267.01万 | 0.82% | 61,018 | 879 | 1.5% | $3.85万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $265.55万 | 0.81% | 59,700 | 3,564 | 6.3% | $15.85万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $256.23万 | 0.78% | 72,711 | 7,687 | 11.8% | $27.09万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $256.15万 | 0.78% | 100,689 | 3,931 | 4.1% | $10.00万 | 加仓 |
| GOOG | ALPHABET INC | $238.53万 | 0.73% | 6,751 | 1,250 | 22.7% | $44.17万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $234.17万 | 0.72% | 47,107 | 612 | 1.3% | $3.04万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $229.92万 | 0.70% | 57,068 | 2,260 | 4.1% | $9.11万 | 加仓 |
| CERY | SPDR SERIES TRUST | $225.73万 | 0.69% | 67,523 | 38 | 0.1% | $1,270 | 加仓 |
| IEMG | ISHARES INC | $224.68万 | 0.69% | 27,122 | -9,433 | -25.8% | -$78.14万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $223.70万 | 0.69% | 50,427 | -1,287 | -2.5% | -$5.71万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $215.72万 | 0.66% | 29,387 | -299 | -1.0% | -$2.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $214.67万 | 0.66% | 5,800 | -15 | -0.3% | -$5,552 | 减仓 |
| NVDA | NVIDIA CORPORATION | $213.07万 | 0.65% | 10,648 | -614 | -5.5% | -$12.29万 | 减仓 |
| AGG | ISHARES TR | $202.65万 | 0.62% | 20,474 | -11 | -0.1% | -$1,089 | 减仓 |
| AAPL | APPLE INC | $198.13万 | 0.61% | 6,848 | -1,335 | -16.3% | -$38.62万 | 减仓 |
| IEFA | ISHARES TR | $190.36万 | 0.58% | 19,710 | 38 | 0.2% | $3,670 | 加仓 |
| MBB | ISHARES TR | $166.86万 | 0.51% | 17,654 | 2,296 | 14.9% | $21.70万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $165.19万 | 0.51% | 44,040 | 9,787 | 28.6% | $36.71万 | 加仓 |
| EFG | ISHARES TR | $159.90万 | 0.49% | 12,852 | 1,374 | 12.0% | $17.10万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $157.71万 | 0.48% | 29,915 | -7,016 | -19.0% | -$36.99万 | 减仓 |
| GOVT | ISHARES TR | $147.85万 | 0.45% | 64,905 | 8,373 | 14.8% | $19.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $141.43万 | 0.43% | 3,791 | -1,150 | -23.3% | -$42.90万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $136.64万 | 0.42% | 32,279 | 448 | 1.4% | $1.90万 | 加仓 |
| MTUM | ISHARES TR | $133.16万 | 0.41% | 3,884 | -1,016 | -20.7% | -$34.83万 | 减仓 |
| TLH | ISHARES TR | $128.10万 | 0.39% | 12,766 | -3,314 | -20.6% | -$33.25万 | 减仓 |
| AVGO | BROADCOM INC | $126.40万 | 0.39% | 3,346 | -129 | -3.7% | -$4.87万 | 减仓 |
| EBND | SPDR SERIES TRUST | $124.99万 | 0.38% | 59,746 | 2,563 | 4.5% | $5.36万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $123.95万 | 0.38% | 65,480 | 3,283 | 5.3% | $6.21万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $121.05万 | 0.37% | 24,033 | 3,922 | 19.5% | $19.76万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $106.60万 | 0.33% | 19,733 | 48 | 0.2% | $2,593 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $104.35万 | 0.32% | 28,511 | 28,511 | — | $104.35万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $100.60万 | 0.31% | 42,920 | 1,594 | 3.9% | $3.74万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $99.12万 | 0.30% | 31,191 | 6,459 | 26.1% | $20.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $94.91万 | 0.29% | 2,900 | -25 | -0.9% | -$8,182 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $92.55万 | 0.28% | 1,938 | -73 | -3.6% | -$3.49万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $92.27万 | 0.28% | 18,347 | 18,347 | — | $92.27万 | 新建仓 |
| AMZN | AMAZON COM INC | $90.38万 | 0.28% | 3,792 | -582 | -13.3% | -$13.87万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $86.54万 | 0.27% | 26,247 | 784 | 3.1% | $2.58万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $85.70万 | 0.26% | 15,579 | -486 | -3.0% | -$2.67万 | 减仓 |
| GE | GE AEROSPACE | $85.64万 | 0.26% | 2,291 | -73 | -3.1% | -$2.73万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $83.76万 | 0.26% | 19,429 | -9,923 | -33.8% | -$42.78万 | 减仓 |
| EFV | ISHARES TR | $81.92万 | 0.25% | 10,701 | -14,800 | -58.0% | -$113.30万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $79.70万 | 0.24% | 30,205 | 3,215 | 11.9% | $8.48万 | 加仓 |
| ASML | ASML HLDG NV | $75.80万 | 0.23% | 381 | -15 | -3.8% | -$2.98万 | 减仓 |
| WMT | WALMART INC | $66.78万 | 0.20% | 5,897 | -217 | -3.5% | -$2.46万 | 减仓 |
| ABBV | ABBVIE INC | $62.70万 | 0.19% | 2,492 | -1 | -0.0% | -$252 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $60.25万 | 0.18% | 522 | 522 | — | $60.25万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $59.42万 | 0.18% | 2,339 | 293 | 14.3% | $7.44万 | 加仓 |
| V | VISA INC | $55.25万 | 0.17% | 1,610 | -123 | -7.1% | -$4.22万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $54.78万 | 0.17% | 14,870 | -1,012 | -6.4% | -$3.73万 | 减仓 |
| GEV | GE VERNOVA INC | $53.57万 | 0.16% | 456 | -106 | -18.9% | -$12.45万 | 减仓 |
| META | META PLATFORMS INC | $51.61万 | 0.16% | 916 | -136 | -12.9% | -$7.66万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $51.00万 | 0.16% | 1,182 | -422 | -26.3% | -$18.21万 | 减仓 |
| — | EXXON MOBIL CORP | $50.19万 | 0.15% | 3,671 | 770 | 26.5% | $10.53万 | 加仓 |
| CSCO | CISCO SYS INC | $49.08万 | 0.15% | 4,178 | -5 | -0.1% | -$587 | 减仓 |
| CVX | CHEVRON CORPORATION | $48.91万 | 0.15% | 2,951 | 4 | 0.1% | $663 | 加仓 |
| AMAT | APPLIED MATLS INC | $47.86万 | 0.15% | 662 | 662 | — | $47.86万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $47.80万 | 0.15% | 5,783 | 83 | 1.5% | $6,860 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $45.66万 | 0.14% | 12,189 | 349 | 2.9% | $1.31万 | 加仓 |
| NUE | NUCOR CORP | $42.20万 | 0.13% | 1,894 | -3 | -0.2% | -$668 | 减仓 |
| T | AT&T INC | $40.47万 | 0.12% | 19,552 | 387 | 2.0% | $8,011 | 加仓 |
| MA | MASTERCARD INCORPORATED | $38.37万 | 0.12% | 747 | -18 | -2.4% | -$9,245 | 减仓 |
| KLAC | KLA CORP | $38.35万 | 0.12% | 1,271 | -439 | -25.7% | -$13.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $37.70万 | 0.12% | 4,992 | 1,310 | 35.6% | $9.89万 | 加仓 |
| VMC | VULCAN MATLS CO | $36.65万 | 0.11% | 1,242 | 1 | 0.1% | $295 | 加仓 |
| AZN | ASTRAZENECA PLC | $36.12万 | 0.11% | 1,905 | -31 | -1.6% | -$5,878 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $35.83万 | 0.11% | 10,916 | 3,344 | 44.2% | $10.98万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $35.48万 | 0.11% | 1,961 | -21 | -1.1% | -$3,799 | 减仓 |
| IJR | ISHARES TR | $35.03万 | 0.11% | 2,362 | -7 | -0.3% | -$1,038 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.60万 | 0.11% | 679 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $33.60万 | 0.10% | 3,703 | -35 | -0.9% | -$3,176 | 减仓 |
| ACWX | ISHARES TR | $33.21万 | 0.10% | 4,364 | 1,389 | 46.7% | $10.57万 | 加仓 |
| BAC | BANK OF AMER CORP | $32.80万 | 0.10% | 5,757 | -7 | -0.1% | -$399 | 减仓 |
| LLY | ELI LILLY & CO | $32.18万 | 0.10% | 268 | -11 | -3.9% | -$1.32万 | 减仓 |