13FBOX
Certified Advisory Corp · 13F 持仓分析
期权收益计算器 机构排行

Certified Advisory Corp

No.2390 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.40亿
环比变动 Q1 2026
+$1.25亿+11.2%
持仓股票数
327
新买入
22
加仓
151
减仓
132
清仓
13
持股不变
22
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
V先锋领航指数基金VUG
4.03%3.76%$4,999.7万58.0万股$4,195.4万9.6万股+48.4万股+504.23%加仓
I景顺QQQ信托VOO
3.62%3.19%$4,495.0万6.1万股$3,560.5万6.2万股-647股-1.05%减仓
V先锋领航斯科茨代尔基金BSV
2.63%0.77%$3,255.7万41.2万股$856.8万10.8万股+30.4万股+281.13%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
2.46%2.2%$3,047.2万98.0万股$2,457.1万88.2万股+9.8万股+11.06%加仓
PPacer基金信托COWZ
2.25%2.54%$2,785.9万44.8万股$2,831.2万45.3万股-4,674股-1.03%减仓
V先锋领航指数基金VTV
2.13%2.11%$2,644.4万12.1万股$2,356.6万12.0万股+1,215股+1.01%加仓
J摩根大通交易所交易基金JPIE
1.92%1.95%$2,385.2万51.8万股$2,176.7万47.2万股+4.5万股+9.63%加仓
IiShares安硕信托IVV
1.89%1.99%$2,349.7万3.1万股$2,216.8万3.4万股-2,560股-7.54%减仓
IiShares安硕信托ICVT
1.89%1.64%$2,340.0万19.2万股$1,830.9万18.0万股+1.2万股+6.86%加仓
AAvantis·U SAVUV
1.83%1.79%$2,267.6万18.2万股$1,999.8万18.1万股+734股+0.41%加仓
S嘉信策略信托SCHF
1.72%1.68%$2,134.8万77.1万股$1,872.8万75.7万股+1.4万股+1.85%加仓
苹果AAPL
1.7%1.66%$2,107.0万7.3万股$1,852.3万7.3万股-173股-0.24%减仓
V先锋领航指数基金VOO
1.67%1.51%$2,072.5万3.0万股$1,688.9万2.8万股+1,913股+6.77%加仓
V先锋领航白厅基金VYM
1.56%1.56%$1,938.7万12.3万股$1,744.1万11.8万股+4,919股+4.18%加仓
IiShares安硕信托IWY
1.54%1.46%$1,911.0万6.6万股$1,627.6万6.5万股+348股+0.53%加仓
S嘉信策略信托SCHC
1.44%1.47%$1,790.1万33.9万股$1,644.4万33.6万股+3,205股+0.95%加仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
1.42%1.51%$1,763.9万36.5万股$1,681.2万35.2万股+1.3万股+3.77%加仓
V先锋领航全球基金VGT
1.4%1.13%$1,738.3万14.5万股$1,264.3万1.8万股+12.7万股+702.65%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
1.38%1.25%$1,715.8万20.9万股$1,394.4万19.7万股+1.3万股+6.49%加仓
IiShares安硕信托IEFA
1.37%1.4%$1,703.6万17.6万股$1,558.8万17.2万股+4,211股+2.45%加仓
A美国世纪ETF信托AVLV
1.3%1.26%$1,613.5万17.7万股$1,405.4万17.4万股+2,558股+1.47%加仓
V先锋领航债券指数基金BIV
1.25%1.92%$1,549.9万20.2万股$2,137.8万27.7万股-7.5万股-27.05%减仓
SSPDR道富指数基金SPDW
1.16%1.22%$1,437.8万28.5万股$1,361.5万29.8万股-1.3万股-4.34%减仓
IiShares安硕信托IOO
1.14%1.1%$1,411.6万10.3万股$1,229.1万10.2万股+1,674股+1.65%加仓
VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB
1.1%1.05%$1,365.0万27.0万股$1,173.3万23.2万股+3.8万股+16.25%加仓
A美国世纪ETF信托AVEM
1.08%0.95%$1,333.8万13.8万股$1,058.2万13.1万股+6,916股+5.27%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
1.04%1.09%$1,293.5万43.1万股$1,217.6万40.5万股+2.6万股+6.44%加仓
F富达Covington信托FENI
1.04%1.01%$1,293.4万32.2万股$1,129.5万30.4万股+1.9万股+6.15%加仓
IiShares安硕信托GARP
1.01%0.77%$1,249.8万15.1万股$853.6万13.3万股+1.8万股+13.46%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1%0.92%$1,237.6万36.6万股$1,024.5万35.2万股+1.4万股+3.98%加仓
IiShares安硕·COREIJH
0.93%0.95%$1,157.8万15.0万股$1,062.1万15.7万股-7,122股-4.53%减仓
FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA
0.93%1.01%$1,151.5万21.9万股$1,129.2万21.6万股+3,392股+1.57%加仓
I景顺·S&PSPHQ
0.91%0.87%$1,123.0万12.5万股$971.2万12.9万股-4,535股-3.51%减仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.88%0.03%$1,093.2万22.0万股$32.1万6,452股+21.3万股+3,303.74%加仓
IiShares安硕信托IMCG
0.88%0.69%$1,091.7万11.1万股$770.9万9.8万股+1.3万股+13.48%加仓
伯克希尔哈撒韦BRK.B
0.81%0.91%$1,000.4万2.0万股$1,014.4万2.1万股-1,178股-5.56%减仓
SSPDR标普500 ETFSPY
0.77%0.76%$952.0万1.3万股$848.1万1.3万股-292股-2.24%减仓
英伟达NVDA
0.76%0.77%$946.1万4.7万股$853.8万4.9万股-1,676股-3.42%减仓
万事达MA
0.76%0.84%$940.6万1.8万股$934.5万1.9万股-389股-2.08%减仓
F第一信托交易所交易基金RDVY
0.76%0.68%$939.0万11.6万股$758.3万11.1万股+4,780股+4.30%加仓
F第一信托交易所交易基金SDVY
0.74%0.76%$912.8万21.2万股$849.2万21.5万股-3,781股-1.76%减仓
SSPDR道富系列信托SJNK
0.73%0.78%$907.5万36.3万股$867.0万34.7万股+1.5万股+4.46%加仓
AVANTIS INTLNGG
0.67%0.55%$836.5万9.4万股$609.9万7.2万股+2.2万股+30.45%加仓
DDimensional维度ETF信托DFIV
0.67%0.73%$825.8万15.3万股$809.6万15.3万股-505股-0.33%减仓
V先锋领航斯科茨代尔基金VGSH
0.66%0.69%$822.5万14.1万股$765.0万13.1万股+1.1万股+8.15%加仓
V先锋领航指数基金VB
0.61%0.58%$760.8万2.5万股$645.8万2.5万股+442股+1.79%加仓
V先锋领航·FTSEVEA
0.61%0.61%$755.8万10.6万股$678.5万10.6万股+196股+0.19%加仓
F第一信托交易所交易基金VIUCON
0.61%0.7%$754.3万30.3万股$775.1万31.3万股-9,739股-3.11%减仓
S道富SPTI
0.59%1.26%$735.8万25.9万股$1,409.3万49.2万股-23.3万股-47.29%减仓
IiShares安硕·COREIJR
0.58%0.58%$716.9万4.8万股$651.6万5.2万股-4,074股-7.77%减仓

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