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CapWealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

CapWealth Advisors, LLC

No.2180 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$14.57亿
环比变动 Q1 2026
+$1.10亿+8.2%
持仓股票数
118
新买入
8
加仓
48
减仓
34
清仓
8
持股不变
28
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
康宁GLW
7.07%4.45%$1.03亿40.3万股$5,993.3万44.1万股-3.8万股-8.51%减仓
FFederal NTN 5.9481 PFD PFD Ser P
5.42%5.71%$7,896.5万930.1万股$7,693.7万814.1万股+115.9万股+14.24%加仓
威廉姆斯WMB
3.88%4.12%$5,647.9万76.0万股$5,547.9万76.2万股-2,545股-0.33%减仓
LLUMEN TECHNOLOGIESLUMN
3.75%3.62%$5,469.2万712.1万股$4,872.1万701.0万股+11.1万股+1.59%加仓
FFEDERAL NTNL 8.25 PFDPFD SER T
3.52%4.31%$5,132.3万583.6万股$5,808.7万580.9万股+2.7万股+0.46%加仓
GE VernovaGEV
2.69%2.4%$3,925.1万3.3万股$3,233.6万3.7万股-3,635股-9.81%减仓
GE航空GE
2.58%2.1%$3,758.8万10.1万股$2,835.6万10.0万股+648股+0.65%加仓
CVS健康CVS
2.41%1.74%$3,513.2万34.0万股$2,341.6万32.6万股+1.4万股+4.16%加仓
默沙东MRK
2.41%2.42%$3,512.2万27.3万股$3,263.1万27.1万股+2,054股+0.76%加仓
IIBMIBM
2.4%2.19%$3,497.2万12.4万股$2,950.2万12.2万股+2,649股+2.18%加仓
强生JNJ
2.39%2.49%$3,481.4万13.7万股$3,350.6万13.7万股+5股+0.00%加仓
台积电TSM
2.27%1.77%$3,307.7万6.9万股$2,386.7万7.1万股-1,361股-1.93%减仓
雪佛龙CVX
2.18%2.92%$3,178.4万19.2万股$3,939.4万19.0万股+1,343股+0.71%加仓
N新纪元能源NEE
2.14%1.85%$3,125.0万35.6万股$2,493.1万26.8万股+8.8万股+32.64%加仓
微软MSFT
2.12%2.22%$3,085.9万8.3万股$2,993.6万8.1万股+1,857股+2.30%加仓
BBANK OF AMERBAC
2.04%1.9%$2,978.3万52.3万股$2,562.4万52.6万股-2,933股-0.56%减仓
AAMERICAN BEACON SELECT FUNDSMGNR
2.04%$2,968.0万61.1万股$00股+61.1万股新买入
GGILEAD SCIENCES COMGILD
2.03%2.43%$2,953.6万23.4万股$3,278.2万23.5万股-1,436股-0.61%减仓
雷神技术RTX
2.01%2.2%$2,926.7万15.4万股$2,965.0万15.4万股+546股+0.36%加仓
杜克能源DUK
1.86%2.03%$2,707.0万21.4万股$2,737.7万20.9万股+4,773股+2.28%加仓
FFEDERAL HOME LN MTG CORP 6.02 NON CM PFD
1.79%2.12%$2,611.2万299.8万股$2,849.3万299.0万股+8,075股+0.27%加仓
D R HORTONDHI
1.78%1.6%$2,596.5万15.9万股$2,149.4万15.7万股+2,767股+1.77%加仓
联合包裹UPSUPS
1.73%1.68%$2,523.8万23.5万股$2,264.5万23.0万股+4,593股+2.00%加仓
联合健康UNH
1.69%1.19%$2,467.7万5.9万股$1,596.5万5.9万股+370股+0.63%加仓
亚马逊AMZN
1.69%1.57%$2,461.6万10.3万股$2,109.4万10.1万股+1,997股+1.97%加仓
FFannie Mae
1.66%1.94%$2,423.0万222.1万股$2,607.9万219.2万股+2.9万股+1.34%加仓
AAT&TT
1.59%2.33%$2,313.4万111.8万股$3,139.9万108.3万股+3.4万股+3.18%加仓
DOW COMDOW
1.55%2.51%$2,253.3万82.4万股$3,375.4万81.0万股+1.3万股+1.63%加仓
AMGEN COMAMGN
1.46%1.51%$2,120.9万5.9万股$2,039.7万5.8万股+598股+1.03%加仓
伯克希尔哈撒韦BRK.B
1.43%1.5%$2,085.4万4.2万股$2,019.7万4.2万股-471股-1.12%减仓
苹果AAPL
1.37%1.35%$1,996.7万6.9万股$1,825.1万7.2万股-2,911股-4.05%减仓
FFreddie Mac
1.36%1.63%$1,979.0万195.9万股$2,201.8万194.8万股+1.1万股+0.56%加仓
谷歌AGOOGL
1.35%1.15%$1,967.4万5.5万股$1,553.6万5.4万股+1,027股+1.90%加仓
FFB FINLFBK
1.31%1.33%$1,912.2万34.5万股$1,785.1万34.4万股+1,782股+0.52%加仓
VVanEck ETF信托BBH
1.18%1.26%$1,719.5万19.4万股$1,699.7万19.3万股+1,145股+0.59%加仓
万事达MA
1.17%$1,707.8万3.3万股$00股+3.3万股新买入
百事可乐PEP
1.12%1.32%$1,628.0万12.0万股$1,781.2万11.5万股+5,535股+4.83%加仓
帕兰提尔PLTR
1.11%1.54%$1,614.0万13.8万股$2,068.5万14.1万股-3,067股-2.17%减仓
STARWOOD PPTY TRSTWD
1.1%1.12%$1,600.1万97.7万股$1,504.5万87.4万股+10.3万股+11.81%加仓
可口可乐KO
1.02%1.07%$1,486.3万18.3万股$1,445.4万19.0万股-7,174股-3.77%减仓
星座能源CEG
0.97%1.15%$1,412.8万5.7万股$1,546.0万5.5万股+1,521股+2.75%加仓
SSONY SPONSORED ADRSONY
0.91%0.95%$1,328.3万66.2万股$1,280.8万61.9万股+4.3万股+7.02%加仓
史赛克SYK
0.9%0.91%$1,314.4万4.2万股$1,231.4万3.7万股+4,273股+11.40%加仓
英伟达NVDA
0.9%0.84%$1,305.9万6.5万股$1,129.9万6.5万股+481股+0.74%加仓
甲骨文ORCL
0.84%0.88%$1,218.5万8.3万股$1,191.7万8.1万股+2,135股+2.64%加仓
家得宝HD
0.78%0.68%$1,132.3万3.2万股$914.2万2.8万股+4,308股+15.50%加仓
礼来LLY
0.76%0.61%$1,106.6万9,226股$820.0万8,915股+311股+3.49%加仓
HERSHEY COMHSY
0.68%0.87%$996.3万5.7万股$1,176.2万5.7万股+209股+0.37%加仓
霍尼韦尔HON
0.57%1.19%$837.8万3.7万股$1,608.7万7.1万股-3.4万股-47.43%减仓
好市多COST
0.57%0.69%$828.5万8,857股$923.9万9,272股-415股-4.48%减仓

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