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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $27.14万 | 0.09% | 3,815 | -288 | -7.0% | -$2.05万 | 减仓 |
| PPL | PPL CORP | $26.61万 | 0.09% | 6,966 | 628 | 9.9% | $2.40万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $26.33万 | 0.09% | 1,604 | 1,604 | — | $26.33万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $26.01万 | 0.09% | 906 | -2 | -0.2% | -$574 | 减仓 |
| CVNA | CARVANA CO | $25.90万 | 0.09% | 824 | -1 | -0.1% | -$314 | 减仓 |
| LLY | ELI LILLY & CO | $25.69万 | 0.09% | 279 | 27 | 10.7% | $2.49万 | 加仓 |
| EMR | EMERSON ELEC CO | $25.27万 | 0.09% | 1,928 | -2 | -0.1% | -$262 | 减仓 |
| KLAC | KLA CORP | $25.18万 | 0.09% | 171 | 5 | 3.0% | $7,362 | 加仓 |
| TIP | ISHARES TR | $24.95万 | 0.09% | 2,261 | 264 | 13.2% | $2.91万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $24.51万 | 0.08% | 6,098 | 6,098 | — | $24.51万 | 新建仓 |
| EOG | EOG RES INC | $24.13万 | 0.08% | 1,669 | 1,669 | — | $24.13万 | 新建仓 |
| MRK | MERCK & CO INC | $24.10万 | 0.08% | 2,004 | -140 | -6.5% | -$1.68万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $23.94万 | 0.08% | 7,139 | 7,139 | — | $23.94万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $23.89万 | 0.08% | 1,505 | 1 | 0.1% | $159 | 加仓 |
| NKE | NIKE INC | $23.30万 | 0.08% | 4,412 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $23.24万 | 0.08% | 201 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.15万 | 0.08% | 2,463 | -4 | -0.2% | -$376 | 减仓 |
| COP | CONOCOPHILLIPS | $22.59万 | 0.08% | 1,712 | 1,712 | — | $22.59万 | 新建仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $22.57万 | 0.08% | 7,572 | 582 | 8.3% | $1.73万 | 加仓 |
| TSLA | TESLA INC | $22.49万 | 0.08% | 605 | 19 | 3.2% | $7,063 | 加仓 |
| MTB | M & T BK CORP | $22.48万 | 0.08% | 1,087 | -1 | -0.1% | -$207 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $22.30万 | 0.08% | 4,465 | 4,465 | — | $22.30万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $22.12万 | 0.08% | 1,058 | 54 | 5.4% | $1.13万 | 加仓 |
| MCD | MCDONALDS CORP | $21.55万 | 0.07% | 693 | -3 | -0.4% | -$933 | 减仓 |
| ACWX | ISHARES TR | $20.37万 | 0.07% | 2,975 | 2,975 | — | $20.37万 | 新建仓 |
| 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 |