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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $213.07万 | 0.65% | 10,648 | -614 | -5.5% | -$12.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $214.67万 | 0.66% | 5,800 | -15 | -0.3% | -$5,552 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $215.72万 | 0.66% | 29,387 | -299 | -1.0% | -$2.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $223.70万 | 0.69% | 50,427 | -1,287 | -2.5% | -$5.71万 | 减仓 |
| IEMG | ISHARES INC | $224.68万 | 0.69% | 27,122 | -9,433 | -25.8% | -$78.14万 | 减仓 |
| CERY | SPDR SERIES TRUST | $225.73万 | 0.69% | 67,523 | 38 | 0.1% | $1,270 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $229.92万 | 0.70% | 57,068 | 2,260 | 4.1% | $9.11万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $234.17万 | 0.72% | 47,107 | 612 | 1.3% | $3.04万 | 加仓 |
| GOOG | ALPHABET INC | $238.53万 | 0.73% | 6,751 | 1,250 | 22.7% | $44.17万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $256.15万 | 0.78% | 100,689 | 3,931 | 4.1% | $10.00万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $256.23万 | 0.78% | 72,711 | 7,687 | 11.8% | $27.09万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $265.55万 | 0.81% | 59,700 | 3,564 | 6.3% | $15.85万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $267.01万 | 0.82% | 61,018 | 879 | 1.5% | $3.85万 | 加仓 |
| IWB | ISHARES TR | $281.86万 | 0.86% | 6,883 | -534 | -7.2% | -$21.87万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $291.66万 | 0.89% | 42,885 | 3,210 | 8.1% | $21.83万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $300.82万 | 0.92% | 61,044 | 8,774 | 16.8% | $43.24万 | 加仓 |
| IVE | ISHARES TR | $343.45万 | 1.05% | 15,126 | -1,529 | -9.2% | -$34.72万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $345.33万 | 1.06% | 125,713 | 20,482 | 19.5% | $56.26万 | 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 |
| BLV | VANGUARD BD INDEX FDS | $368.06万 | 1.13% | 53,395 | 381 | 0.7% | $2.63万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $369.63万 | 1.13% | 54,711 | 377 | 0.7% | $2.55万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $377.15万 | 1.16% | 49,171 | 194 | 0.4% | $1.49万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $380.47万 | 1.17% | 81,279 | 434 | 0.5% | $2.03万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $384.80万 | 1.18% | 66,725 | 280 | 0.4% | $1.61万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $471.55万 | 1.44% | 179,774 | 2,290 | 1.3% | $6.01万 | 加仓 |
| IVW | ISHARES TR | $490.47万 | 1.50% | 35,664 | 306 | 0.9% | $4.21万 | 加仓 |
| TFI | SPDR SERIES TRUST | $503.16万 | 1.54% | 109,860 | 18,297 | 20.0% | $83.80万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $511.53万 | 1.57% | 20,775 | 7 | 0.0% | $1,724 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $532.54万 | 1.63% | 64,992 | -320 | -0.5% | -$2.62万 | 减仓 |
| IUSB | ISHARES TR | $645.52万 | 1.98% | 139,876 | 43,732 | 45.5% | $201.82万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $776.10万 | 2.38% | 99,616 | 554 | 0.6% | $4.32万 | 加仓 |
| IVV | ISHARES TR | $785.81万 | 2.41% | 10,494 | 4,654 | 79.7% | $348.50万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $845.42万 | 2.59% | 163,273 | 2,025 | 1.3% | $10.49万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $914.02万 | 2.80% | 188,731 | 729 | 0.4% | $3.53万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,682.42万 | 5.15% | 333,881 | 2,951 | 0.9% | $14.87万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,719.98万 | 5.27% | 673,977 | 1,480 | 0.2% | $3.78万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,798.42万 | 8.57% | 327,338 | -8 | -0.0% | -$684 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,488.31万 | 10.69% | 396,940 | 1,667 | 0.4% | $14.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,639.41万 | 11.15% | 52,989 | -464 | -0.9% | -$31.87万 | 减仓 |