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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,194.22万 | 10.97% | 53,453 | 1,271 | 2.4% | $75.95万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,025.42万 | 10.39% | 395,273 | 9,282 | 2.4% | $71.04万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,524.17万 | 8.67% | 327,346 | -26,103 | -7.4% | -$201.28万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,722.93万 | 5.92% | 672,497 | 70,511 | 11.7% | $180.65万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,510.69万 | 5.19% | 330,930 | -35,616 | -9.7% | -$162.59万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $903.35万 | 3.10% | 188,002 | 18,986 | 11.2% | $91.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $776.74万 | 2.67% | 99,062 | 6,850 | 7.4% | $53.71万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $756.41万 | 2.60% | 161,248 | -13,540 | -7.7% | -$63.52万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $466.78万 | 1.60% | 177,484 | 20,479 | 13.0% | $53.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $463.13万 | 1.59% | 65,312 | 4,744 | 7.8% | $33.64万 | 加仓 |
| IUSB | ISHARES TR | $444.08万 | 1.53% | 96,144 | 9,149 | 10.5% | $42.26万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $427.42万 | 1.47% | 20,768 | -669 | -3.1% | -$13.77万 | 减仓 |
| TFI | SPDR SERIES TRUST | $415.15万 | 1.43% | 91,563 | 8,740 | 10.6% | $39.63万 | 加仓 |
| IVW | ISHARES TR | $399.92万 | 1.37% | 35,358 | 434 | 1.2% | $4.91万 | 加仓 |
| IVV | ISHARES TR | $381.41万 | 1.31% | 5,840 | 1,905 | 48.4% | $124.41万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $379.57万 | 1.30% | 80,845 | 2,789 | 3.6% | $13.09万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $378.01万 | 1.30% | 48,977 | 2,996 | 6.5% | $23.12万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $364.64万 | 1.25% | 53,014 | 4,001 | 8.2% | $27.52万 | 加仓 |
| IVE | ISHARES TR | $351.67万 | 1.21% | 16,655 | -2,109 | -11.2% | -$44.53万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $321.77万 | 1.11% | 54,334 | 1,503 | 2.8% | $8.90万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $321.06万 | 1.10% | 66,445 | 1,247 | 1.9% | $6.03万 | 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 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $285.70万 | 0.98% | 105,231 | 12,340 | 13.3% | $33.50万 | 加仓 |
| IWB | ISHARES TR | $264.46万 | 0.91% | 7,417 | -135 | -1.8% | -$4.81万 | 减仓 |
| IEMG | ISHARES INC | $254.97万 | 0.88% | 36,555 | -3,054 | -7.7% | -$21.30万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $253.97万 | 0.87% | 60,139 | -9,790 | -14.0% | -$41.34万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $239.96万 | 0.82% | 96,758 | 7,416 | 8.3% | $18.39万 | 加仓 |
| CERY | SPDR SERIES TRUST | $237.82万 | 0.82% | 67,485 | 68 | 0.1% | $2,396 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $230.83万 | 0.79% | 39,675 | -7,685 | -16.2% | -$44.71万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $222.36万 | 0.76% | 52,270 | 5,147 | 10.9% | $21.90万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $220.00万 | 0.76% | 54,808 | 8,253 | 17.7% | $33.13万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $218.60万 | 0.75% | 29,686 | 4,685 | 18.7% | $34.50万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $215.67万 | 0.74% | 56,136 | 7,540 | 15.5% | $28.97万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $212.81万 | 0.73% | 46,495 | 1,165 | 2.6% | $5.33万 | 加仓 |
| AAPL | APPLE INC | $207.68万 | 0.71% | 8,183 | 523 | 6.8% | $13.27万 | 加仓 |
| AGG | ISHARES TR | $203.35万 | 0.70% | 20,485 | 778 | 3.9% | $7.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $200.96万 | 0.69% | 51,714 | -268 | -0.5% | -$1.04万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $198.33万 | 0.68% | 65,024 | 8,476 | 15.0% | $25.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $196.41万 | 0.67% | 11,262 | 1,156 | 11.4% | $20.16万 | 加仓 |
| EFV | ISHARES TR | $189.60万 | 0.65% | 25,501 | 847 | 3.4% | $6.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $186.57万 | 0.64% | 5,815 | 95 | 1.7% | $3.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $182.91万 | 0.63% | 4,941 | 344 | 7.5% | $12.73万 | 加仓 |
| IEFA | ISHARES TR | $178.09万 | 0.61% | 19,672 | 4,435 | 29.1% | $40.15万 | 加仓 |
| TLH | ISHARES TR | $161.95万 | 0.56% | 16,080 | 1,664 | 11.5% | $16.76万 | 加仓 |
| GOOG | ALPHABET INC | $157.80万 | 0.54% | 5,501 | 401 | 7.9% | $11.50万 | 加仓 |
| MBB | ISHARES TR | $145.82万 | 0.50% | 15,358 | 1,720 | 12.6% | $16.33万 | 加仓 |
| QUAL | ISHARES TR | $137.05万 | 0.47% | 7,145 | 429 | 6.4% | $8.23万 | 加仓 |
| GOVT | ISHARES TR | $129.51万 | 0.44% | 56,532 | 56,532 | — | $129.51万 | 新建仓 |
| EFG | ISHARES TR | $127.83万 | 0.44% | 11,478 | 11,478 | — | $127.83万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $122.97万 | 0.42% | 34,253 | 3,934 | 13.0% | $14.12万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $121.69万 | 0.42% | 36,931 | 2,795 | 8.2% | $9.21万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $119.35万 | 0.41% | 62,197 | 6,357 | 11.4% | $12.20万 | 加仓 |
| EBND | SPDR SERIES TRUST | $118.02万 | 0.41% | 57,183 | 2,813 | 5.2% | $5.81万 | 加仓 |
| MTUM | ISHARES TR | $117.60万 | 0.40% | 4,900 | 521 | 11.9% | $12.50万 | 加仓 |
| AVGO | BROADCOM INC | $107.55万 | 0.37% | 3,475 | 105 | 3.1% | $3.25万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $106.31万 | 0.37% | 29,352 | 2,908 | 11.0% | $10.53万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $106.22万 | 0.36% | 31,831 | 3,840 | 13.7% | $12.81万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $103.90万 | 0.36% | 19,685 | -5,737 | -22.6% | -$30.28万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $96.37万 | 0.33% | 41,326 | 5,185 | 14.3% | $12.09万 | 加仓 |
| IAGG | ISHARES TR | $91.83万 | 0.32% | 18,352 | 2,366 | 14.8% | $11.84万 | 加仓 |
| AMZN | AMAZON COM INC | $91.10万 | 0.31% | 4,374 | 172 | 4.1% | $3.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.03万 | 0.30% | 2,925 | -1 | -0.0% | -$294 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $82.58万 | 0.28% | 20,111 | 20,111 | — | $82.58万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $80.92万 | 0.28% | 24,732 | 24,732 | — | $80.92万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $78.13万 | 0.27% | 15,047 | -3,102 | -17.1% | -$16.11万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $77.85万 | 0.27% | 16,065 | -331 | -2.0% | -$1.60万 | 减仓 |
| WMT | WALMART INC | $75.98万 | 0.26% | 6,114 | -1,064 | -14.8% | -$13.22万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $74.76万 | 0.26% | 25,463 | 2,785 | 12.3% | $8.18万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $70.93万 | 0.24% | 26,990 | -767 | -2.8% | -$2.02万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.96万 | 0.23% | 2,011 | 349 | 21.0% | $11.79万 | 加仓 |
| GE | GE AEROSPACE | $67.10万 | 0.23% | 2,364 | -156 | -6.2% | -$4.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.97万 | 0.21% | 2,947 | 30 | 1.0% | $6,207 | 加仓 |
| META | META PLATFORMS INC | $60.19万 | 0.21% | 1,052 | 19 | 1.8% | $1.09万 | 加仓 |
| T | AT&T INC | $55.56万 | 0.19% | 19,165 | 31 | 0.2% | $899 | 加仓 |
| ABBV | ABBVIE INC | $54.22万 | 0.19% | 2,493 | 841 | 50.9% | $18.29万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $53.95万 | 0.19% | 15,882 | -2,017 | -11.3% | -$6.85万 | 减仓 |
| V | VISA INC | $52.37万 | 0.18% | 1,733 | 6 | 0.3% | $1,813 | 加仓 |
| ASML | ASML HLDG NV | $52.30万 | 0.18% | 396 | 44 | 12.5% | $5.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.98万 | 0.17% | 2,046 | 218 | 11.9% | $5.33万 | 加仓 |
| — | EXXON MOBIL CORP | $49.22万 | 0.17% | 2,901 | 392 | 15.6% | $6.65万 | 加仓 |
| GEV | GE VERNOVA INC | $49.06万 | 0.17% | 562 | -48 | -7.9% | -$4.19万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $47.17万 | 0.16% | 5,700 | 199 | 3.6% | $1.65万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $41.05万 | 0.14% | 679 | 203 | 42.6% | $12.27万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $38.38万 | 0.13% | 3,738 | 771 | 26.0% | $7.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $38.22万 | 0.13% | 765 | 12 | 1.6% | $5,996 | 加仓 |
| AZN | ASTRAZENECA PLC | $38.18万 | 0.13% | 1,936 | 1,936 | — | $38.18万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $37.38万 | 0.13% | 11,840 | 826 | 7.5% | $2.61万 | 加仓 |
| VMC | VULCAN MATLS CO | $33.80万 | 0.12% | 1,241 | -3 | -0.2% | -$817 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $32.78万 | 0.11% | 1,982 | -42 | -2.1% | -$6,945 | 减仓 |
| IAU | ISHARES GOLD TR | $32.46万 | 0.11% | 3,682 | -6,452 | -63.7% | -$56.88万 | 减仓 |
| CSCO | CISCO SYS INC | $32.46万 | 0.11% | 4,183 | 107 | 2.6% | $8,302 | 加仓 |
| NUE | NUCOR CORP | $32.08万 | 0.11% | 1,897 | 51 | 2.8% | $8,626 | 加仓 |
| WM | WASTE MGMT INC DEL | $30.89万 | 0.11% | 1,344 | 418 | 45.1% | $9.61万 | 加仓 |
| — | HONEYWELL INTL INC | $29.97万 | 0.10% | 1,326 | -447 | -25.2% | -$10.10万 | 减仓 |
| IJR | ISHARES TR | $29.45万 | 0.10% | 2,369 | -228 | -8.8% | -$2.83万 | 减仓 |
| AMGN | AMGEN INC | $28.15万 | 0.10% | 800 | 800 | — | $28.15万 | 新建仓 |
| BAC | BANK AMERICA CORP | $28.10万 | 0.10% | 5,764 | -106 | -1.8% | -$5,168 | 减仓 |
| EVRG | EVERGY INC | $28.09万 | 0.10% | 3,430 | -8,370 | -70.9% | -$68.55万 | 减仓 |
| CB | CHUBB LTD SWITZ | $27.94万 | 0.10% | 857 | -56 | -6.1% | -$1.83万 | 减仓 |
| TTE | TOTALENERGIES SE | $27.83万 | 0.10% | 3,059 | -69 | -2.2% | -$6,278 | 减仓 |