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 |
|---|---|---|---|---|---|---|---|---|
| CGUS | CAPITAL GROUP CORE EQUITY ET | $215.67万 | 0.74% | 56,136 | 7,540 | 15.5% | $28.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $218.60万 | 0.75% | 29,686 | 4,685 | 18.7% | $34.50万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $220.00万 | 0.76% | 54,808 | 8,253 | 17.7% | $33.13万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $222.36万 | 0.76% | 52,270 | 5,147 | 10.9% | $21.90万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $230.83万 | 0.79% | 39,675 | -7,685 | -16.2% | -$44.71万 | 减仓 |
| CERY | SPDR SERIES TRUST | $237.82万 | 0.82% | 67,485 | 68 | 0.1% | $2,396 | 加仓 |
| EMHC | SPDR SERIES TRUST | $239.96万 | 0.82% | 96,758 | 7,416 | 8.3% | $18.39万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $253.97万 | 0.87% | 60,139 | -9,790 | -14.0% | -$41.34万 | 减仓 |
| IEMG | ISHARES INC | $254.97万 | 0.88% | 36,555 | -3,054 | -7.7% | -$21.30万 | 减仓 |
| IWB | ISHARES TR | $264.46万 | 0.91% | 7,417 | -135 | -1.8% | -$4.81万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $285.70万 | 0.98% | 105,231 | 12,340 | 13.3% | $33.50万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $289.86万 | 1.00% | 114,477 | 15,693 | 15.9% | $39.73万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $321.06万 | 1.10% | 66,445 | 1,247 | 1.9% | $6.03万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $321.77万 | 1.11% | 54,334 | 1,503 | 2.8% | $8.90万 | 加仓 |
| IVE | ISHARES TR | $351.67万 | 1.21% | 16,655 | -2,109 | -11.2% | -$44.53万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $364.64万 | 1.25% | 53,014 | 4,001 | 8.2% | $27.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $378.01万 | 1.30% | 48,977 | 2,996 | 6.5% | $23.12万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $379.57万 | 1.30% | 80,845 | 2,789 | 3.6% | $13.09万 | 加仓 |
| IVV | ISHARES TR | $381.41万 | 1.31% | 5,840 | 1,905 | 48.4% | $124.41万 | 加仓 |
| IVW | ISHARES TR | $399.92万 | 1.37% | 35,358 | 434 | 1.2% | $4.91万 | 加仓 |
| TFI | SPDR SERIES TRUST | $415.15万 | 1.43% | 91,563 | 8,740 | 10.6% | $39.63万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $427.42万 | 1.47% | 20,768 | -669 | -3.1% | -$13.77万 | 减仓 |
| IUSB | ISHARES TR | $444.08万 | 1.53% | 96,144 | 9,149 | 10.5% | $42.26万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $463.13万 | 1.59% | 65,312 | 4,744 | 7.8% | $33.64万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $466.78万 | 1.60% | 177,484 | 20,479 | 13.0% | $53.86万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $756.41万 | 2.60% | 161,248 | -13,540 | -7.7% | -$63.52万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $776.74万 | 2.67% | 99,062 | 6,850 | 7.4% | $53.71万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $903.35万 | 3.10% | 188,002 | 18,986 | 11.2% | $91.23万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,510.69万 | 5.19% | 330,930 | -35,616 | -9.7% | -$162.59万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,722.93万 | 5.92% | 672,497 | 70,511 | 11.7% | $180.65万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,524.17万 | 8.67% | 327,346 | -26,103 | -7.4% | -$201.28万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,025.42万 | 10.39% | 395,273 | 9,282 | 2.4% | $71.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,194.22万 | 10.97% | 53,453 | 1,271 | 2.4% | $75.95万 | 加仓 |