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

Capital Analysts, LLC

No.1057 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$43.40亿
环比变动 Q1 2026
+$8.37亿+23.9%
持仓股票数
1536
新买入
252
加仓
556
减仓
458
清仓
80
持股不变
270
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
S道富SPYM
8.11%8.74%$3.52亿400.4万股$3.06亿381.7万股+18.7万股+4.89%加仓
IiShares安硕信托IVV
3.79%3.99%$1.65亿22.0万股$1.40亿20.4万股+1.6万股+7.77%加仓
F富达·MERRIMACK STR TRFBND
3.68%3.79%$1.60亿350.6万股$1.33亿288.6万股+62.0万股+21.49%加仓
IiShares安硕信托IEFA
2.99%3.23%$1.30亿134.4万股$1.13亿126.7万股+7.7万股+6.10%加仓
S道富SPIB
2.03%1.65%$8,825.5万263.8万股$5,794.8万171.4万股+92.4万股+53.89%加仓
I景顺·S&PRWL
2.03%<0.01%$8,800.9万68.9万股$17.1万1,491股+68.7万股+46,101.34%加仓
IiShares安硕IEMG
1.9%1.96%$8,263.4万99.8万股$6,878.8万102.3万股-2.6万股-2.52%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
1.8%1.95%$7,801.0万166.2万股$6,847.0万144.6万股+21.6万股+14.93%加仓
F富达Covington信托FBCV
1.74%1.87%$7,559.9万186.3万股$6,561.9万180.4万股+5.9万股+3.29%加仓
FFLEXSHARES TRTDTF
1.67%1.87%$7,244.5万304.8万股$6,551.5万273.4万股+31.4万股+11.48%加仓
FFranklin Templeton ETF TrustDIVI
1.59%1.59%$6,920.6万162.0万股$5,586.8万143.7万股+18.3万股+12.77%加仓
V先锋领航债券指数基金BSV
1.45%1.61%$6,297.4万80.8万股$5,623.6万71.4万股+9.5万股+13.28%加仓
PPUTNAM ETF TRUSTPVAL
1.4%0.27%$6,064.7万119.0万股$951.9万20.9万股+98.1万股+469.83%加仓
S道富SPHY
1.39%1.59%$6,017.0万256.7万股$5,554.4万234.7万股+22.0万股+9.39%加仓
苹果AAPL
1.3%1.58%$5,655.7万19.5万股$5,528.9万20.3万股-7,919股-3.89%减仓
微软MSFT
1.12%1.73%$4,867.3万13.0万股$6,049.0万12.5万股+5,404股+4.32%加仓
IiShares安硕信托ITOT
1.09%1.42%$4,739.9万28.9万股$4,962.3万33.4万股-4.5万股-13.54%减仓
F富达Covington信托FESM
0.95%0.88%$4,112.7万85.2万股$3,077.7万81.5万股+3.7万股+4.55%加仓
IiShares安硕信托IVW
0.94%0.99%$4,093.0万29.8万股$3,452.0万28.0万股+1.8万股+6.27%加仓
B贝莱德ETF信托DYNF
0.87%1.11%$3,755.3万55.2万股$3,898.4万64.1万股-8.9万股-13.87%减仓
谷歌AGOOGL
0.85%0.8%$3,680.4万10.3万股$2,806.9万9.0万股+1.3万股+14.84%加仓
F富达Covington信托FBCG
0.83%0.28%$3,590.2万57.8万股$982.4万17.9万股+39.9万股+222.69%加仓
高盛GS
0.81%0.93%$3,497.8万3.5万股$3,256.4万3.7万股-2,463股-6.65%减仓
IiShares安硕信托DGRO
0.79%0.82%$3,435.8万45.3万股$2,875.2万41.4万股+3.9万股+9.45%加仓
IiShares安硕信托IUSB
0.76%0.52%$3,304.3万71.6万股$1,817.2万39.0万股+32.6万股+83.36%加仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.75%0.89%$3,250.0万64.2万股$3,131.5万62.6万股+1.6万股+2.57%加仓
MMFS ACTIVEMFSI
0.72%0.59%$3,118.7万96.0万股$2,057.1万67.6万股+28.5万股+42.13%加仓
C资本集团固定收益ETF信托CGMU
0.68%0.34%$2,962.5万107.8万股$1,185.0万43.3万股+64.6万股+149.18%加仓
博通AVGO
0.65%0.75%$2,840.4万7.5万股$2,611.3万7.5万股-256股-0.34%减仓
IiShares安硕信托GARP
0.64%0.31%$2,768.5万33.5万股$1,079.5万15.9万股+17.7万股+111.58%加仓
雷神技术RTX
0.62%0.8%$2,689.3万14.2万股$2,790.6万15.2万股-1.0万股-6.84%减仓
SSPDR道富系列信托SPYG
0.61%0.7%$2,668.0万22.4万股$2,435.3万22.8万股-4,020股-1.76%减仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
0.6%0.82%$2,615.2万51.7万股$2,860.4万56.3万股-4.6万股-8.17%减仓
沃尔玛WMT
0.6%0.76%$2,607.9万23.0万股$2,675.6万24.0万股-9,891股-4.12%减仓
摩根士丹利MS
0.58%0.64%$2,534.7万12.1万股$2,236.9万12.6万股-4,747股-3.77%减仓
C花旗集团C
0.57%0.81%$2,493.9万17.8万股$2,821.1万24.2万股-6.4万股-26.30%减仓
英伟达NVDA
0.56%0.48%$2,423.7万12.1万股$1,678.9万9.0万股+3.1万股+34.56%加仓
SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY
0.56%0.63%$2,420.6万70.1万股$2,221.4万70.6万股-4,881股-0.69%减仓
江森自控JCI
0.55%0.6%$2,400.6万16.4万股$2,104.2万17.6万股-1.1万股-6.49%减仓
PPIMCO太平洋投资管理ETFMUNI
0.55%0.63%$2,395.1万45.5万股$2,223.1万42.4万股+3.1万股+7.35%加仓
C资本集团成长ETFCGGR
0.53%0.39%$2,290.9万48.5万股$1,374.0万30.9万股+17.6万股+57.09%加仓
V先锋领航指数基金VUG
0.53%0.54%$2,281.1万26.5万股$1,897.2万3.9万股+22.6万股+580.97%加仓
IiShares安硕·S&PIVE
0.52%0.63%$2,237.6万9.9万股$2,191.8万10.3万股-4,807股-4.65%减仓
DDimensional维度ETF信托DFIV
0.49%0.51%$2,142.3万39.7万股$1,789.2万35.9万股+3.8万股+10.61%加仓
亚马逊AMZN
0.48%0.62%$2,074.7万8.7万股$2,173.4万9.4万股-7,111股-7.55%减仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.48%0.43%$2,062.3万50.2万股$1,497.5万39.2万股+11.0万股+28.07%加仓
迪士尼DIS
0.47%0.37%$2,055.3万21.4万股$1,299.5万11.4万股+9.9万股+86.95%加仓
V先锋领航指数基金VTV
0.47%0.45%$2,043.7万9.4万股$1,592.3万8.3万股+1.0万股+12.48%加仓
美国电力AEP
0.46%0.48%$2,007.2万14.7万股$1,697.8万14.7万股-532股-0.36%减仓
A美国世纪ETF信托AVEM
0.46%0.08%$1,978.9万20.5万股$292.9万3.8万股+16.7万股+439.22%加仓

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