Capital Investment Management, Inc.
LEES SUMMIT MO · SEC CIK 0002124549
$2.91亿2026Q1 申报市值
125持仓数
52.7%前十大占比 · 第一大 11.0%
13 / 7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
SPAB 加仓+$180.65万
GOVT 新建仓+$129.51万
EFG 新建仓+$127.83万
IVV 加仓+$124.41万
BNDX 加仓+$91.23万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$207.43万
VXUS 减仓-$201.28万
SPDW 减仓-$162.59万
EVRG 减仓-$68.55万
SPEM 减仓-$63.52万
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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -6,047 | -100.0% | -$207.43万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -2,181 | -100.0% | -$46.82万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,032 | -100.0% | -$37.35万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,764 | -100.0% | -$26.61万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -447 | -100.0% | -$25.49万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -791 | -100.0% | -$22.06万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -575 | -100.0% | -$20.31万 | 清仓 |
| ACWX | ISHARES TR | $20.37万 | 0.07% | 2,975 | 2,975 | — | $20.37万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.55万 | 0.07% | 693 | -3 | -0.4% | -$933 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $22.12万 | 0.08% | 1,058 | 54 | 5.4% | $1.13万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $22.30万 | 0.08% | 4,465 | 4,465 | — | $22.30万 | 新建仓 |
| MTB | M & T BK CORP | $22.48万 | 0.08% | 1,087 | -1 | -0.1% | -$207 | 减仓 |
| TSLA | TESLA INC | $22.49万 | 0.08% | 605 | 19 | 3.2% | $7,063 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $22.57万 | 0.08% | 7,572 | 582 | 8.3% | $1.73万 | 加仓 |
| COP | CONOCOPHILLIPS | $22.59万 | 0.08% | 1,712 | 1,712 | — | $22.59万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $23.15万 | 0.08% | 2,463 | -4 | -0.2% | -$376 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $23.24万 | 0.08% | 201 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $23.30万 | 0.08% | 4,412 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $23.89万 | 0.08% | 1,505 | 1 | 0.1% | $159 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $23.94万 | 0.08% | 7,139 | 7,139 | — | $23.94万 | 新建仓 |
| MRK | MERCK & CO INC | $24.10万 | 0.08% | 2,004 | -140 | -6.5% | -$1.68万 | 减仓 |
| EOG | EOG RES INC | $24.13万 | 0.08% | 1,669 | 1,669 | — | $24.13万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $24.51万 | 0.08% | 6,098 | 6,098 | — | $24.51万 | 新建仓 |
| TIP | ISHARES TR | $24.95万 | 0.09% | 2,261 | 264 | 13.2% | $2.91万 | 加仓 |
| KLAC | KLA CORP | $25.18万 | 0.09% | 171 | 5 | 3.0% | $7,362 | 加仓 |
| EMR | EMERSON ELEC CO | $25.27万 | 0.09% | 1,928 | -2 | -0.1% | -$262 | 减仓 |
| LLY | ELI LILLY & CO | $25.69万 | 0.09% | 279 | 27 | 10.7% | $2.49万 | 加仓 |
| CVNA | CARVANA CO | $25.90万 | 0.09% | 824 | -1 | -0.1% | -$314 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $26.01万 | 0.09% | 906 | -2 | -0.2% | -$574 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $26.33万 | 0.09% | 1,604 | 1,604 | — | $26.33万 | 新建仓 |
| PPL | PPL CORP | $26.61万 | 0.09% | 6,966 | 628 | 9.9% | $2.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.14万 | 0.09% | 3,815 | -288 | -7.0% | -$2.05万 | 减仓 |
| TTE | TOTALENERGIES SE | $27.83万 | 0.10% | 3,059 | -69 | -2.2% | -$6,278 | 减仓 |
| CB | CHUBB LTD SWITZ | $27.94万 | 0.10% | 857 | -56 | -6.1% | -$1.83万 | 减仓 |
| EVRG | EVERGY INC | $28.09万 | 0.10% | 3,430 | -8,370 | -70.9% | -$68.55万 | 减仓 |
| BAC | BANK AMERICA CORP | $28.10万 | 0.10% | 5,764 | -106 | -1.8% | -$5,168 | 减仓 |
| AMGN | AMGEN INC | $28.15万 | 0.10% | 800 | 800 | — | $28.15万 | 新建仓 |
| IJR | ISHARES TR | $29.45万 | 0.10% | 2,369 | -228 | -8.8% | -$2.83万 | 减仓 |
| — | HONEYWELL INTL INC | $29.97万 | 0.10% | 1,326 | -447 | -25.2% | -$10.10万 | 减仓 |
| WM | WASTE MGMT INC DEL | $30.89万 | 0.11% | 1,344 | 418 | 45.1% | $9.61万 | 加仓 |
| NUE | NUCOR CORP | $32.08万 | 0.11% | 1,897 | 51 | 2.8% | $8,626 | 加仓 |
| CSCO | CISCO SYS INC | $32.46万 | 0.11% | 4,183 | 107 | 2.6% | $8,302 | 加仓 |
| IAU | ISHARES GOLD TR | $32.46万 | 0.11% | 3,682 | -6,452 | -63.7% | -$56.88万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $32.78万 | 0.11% | 1,982 | -42 | -2.1% | -$6,945 | 减仓 |
| VMC | VULCAN MATLS CO | $33.80万 | 0.12% | 1,241 | -3 | -0.2% | -$817 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $37.38万 | 0.13% | 11,840 | 826 | 7.5% | $2.61万 | 加仓 |
| AZN | ASTRAZENECA PLC | $38.18万 | 0.13% | 1,936 | 1,936 | — | $38.18万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $38.22万 | 0.13% | 765 | 12 | 1.6% | $5,996 | 加仓 |
| ABT | ABBOTT LABORATORIES | $38.38万 | 0.13% | 3,738 | 771 | 26.0% | $7.92万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $41.05万 | 0.14% | 679 | 203 | 42.6% | $12.27万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $47.17万 | 0.16% | 5,700 | 199 | 3.6% | $1.65万 | 加仓 |
| GEV | GE VERNOVA INC | $49.06万 | 0.17% | 562 | -48 | -7.9% | -$4.19万 | 减仓 |
| — | EXXON MOBIL CORP | $49.22万 | 0.17% | 2,901 | 392 | 15.6% | $6.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.98万 | 0.17% | 2,046 | 218 | 11.9% | $5.33万 | 加仓 |
| ASML | ASML HLDG NV | $52.30万 | 0.18% | 396 | 44 | 12.5% | $5.81万 | 加仓 |
| V | VISA INC | $52.37万 | 0.18% | 1,733 | 6 | 0.3% | $1,813 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $53.95万 | 0.19% | 15,882 | -2,017 | -11.3% | -$6.85万 | 减仓 |
| ABBV | ABBVIE INC | $54.22万 | 0.19% | 2,493 | 841 | 50.9% | $18.29万 | 加仓 |
| T | AT&T INC | $55.56万 | 0.19% | 19,165 | 31 | 0.2% | $899 | 加仓 |
| META | META PLATFORMS INC | $60.19万 | 0.21% | 1,052 | 19 | 1.8% | $1.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $60.97万 | 0.21% | 2,947 | 30 | 1.0% | $6,207 | 加仓 |
| GE | GE AEROSPACE | $67.10万 | 0.23% | 2,364 | -156 | -6.2% | -$4.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.96万 | 0.23% | 2,011 | 349 | 21.0% | $11.79万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $70.93万 | 0.24% | 26,990 | -767 | -2.8% | -$2.02万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $74.76万 | 0.26% | 25,463 | 2,785 | 12.3% | $8.18万 | 加仓 |
| WMT | WALMART INC | $75.98万 | 0.26% | 6,114 | -1,064 | -14.8% | -$13.22万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $77.85万 | 0.27% | 16,065 | -331 | -2.0% | -$1.60万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $78.13万 | 0.27% | 15,047 | -3,102 | -17.1% | -$16.11万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $80.92万 | 0.28% | 24,732 | 24,732 | — | $80.92万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $82.58万 | 0.28% | 20,111 | 20,111 | — | $82.58万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $86.03万 | 0.30% | 2,925 | -1 | -0.0% | -$294 | 减仓 |
| AMZN | AMAZON COM INC | $91.10万 | 0.31% | 4,374 | 172 | 4.1% | $3.58万 | 加仓 |
| IAGG | ISHARES TR | $91.83万 | 0.32% | 18,352 | 2,366 | 14.8% | $11.84万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $96.37万 | 0.33% | 41,326 | 5,185 | 14.3% | $12.09万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $103.90万 | 0.36% | 19,685 | -5,737 | -22.6% | -$30.28万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $106.22万 | 0.36% | 31,831 | 3,840 | 13.7% | $12.81万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $106.31万 | 0.37% | 29,352 | 2,908 | 11.0% | $10.53万 | 加仓 |
| AVGO | BROADCOM INC | $107.55万 | 0.37% | 3,475 | 105 | 3.1% | $3.25万 | 加仓 |
| MTUM | ISHARES TR | $117.60万 | 0.40% | 4,900 | 521 | 11.9% | $12.50万 | 加仓 |
| EBND | SPDR SERIES TRUST | $118.02万 | 0.41% | 57,183 | 2,813 | 5.2% | $5.81万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $119.35万 | 0.41% | 62,197 | 6,357 | 11.4% | $12.20万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $121.69万 | 0.42% | 36,931 | 2,795 | 8.2% | $9.21万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $122.97万 | 0.42% | 34,253 | 3,934 | 13.0% | $14.12万 | 加仓 |
| EFG | ISHARES TR | $127.83万 | 0.44% | 11,478 | 11,478 | — | $127.83万 | 新建仓 |
| GOVT | ISHARES TR | $129.51万 | 0.44% | 56,532 | 56,532 | — | $129.51万 | 新建仓 |
| QUAL | ISHARES TR | $137.05万 | 0.47% | 7,145 | 429 | 6.4% | $8.23万 | 加仓 |
| MBB | ISHARES TR | $145.82万 | 0.50% | 15,358 | 1,720 | 12.6% | $16.33万 | 加仓 |
| GOOG | ALPHABET INC | $157.80万 | 0.54% | 5,501 | 401 | 7.9% | $11.50万 | 加仓 |
| TLH | ISHARES TR | $161.95万 | 0.56% | 16,080 | 1,664 | 11.5% | $16.76万 | 加仓 |
| IEFA | ISHARES TR | $178.09万 | 0.61% | 19,672 | 4,435 | 29.1% | $40.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $182.91万 | 0.63% | 4,941 | 344 | 7.5% | $12.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $186.57万 | 0.64% | 5,815 | 95 | 1.7% | $3.05万 | 加仓 |
| EFV | ISHARES TR | $189.60万 | 0.65% | 25,501 | 847 | 3.4% | $6.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $196.41万 | 0.67% | 11,262 | 1,156 | 11.4% | $20.16万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $198.33万 | 0.68% | 65,024 | 8,476 | 15.0% | $25.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $200.96万 | 0.69% | 51,714 | -268 | -0.5% | -$1.04万 | 减仓 |
| AGG | ISHARES TR | $203.35万 | 0.70% | 20,485 | 778 | 3.9% | $7.72万 | 加仓 |
| AAPL | APPLE INC | $207.68万 | 0.71% | 8,183 | 523 | 6.8% | $13.27万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $212.81万 | 0.73% | 46,495 | 1,165 | 2.6% | $5.33万 | 加仓 |