Capital Analysts, LLC 13F 持仓 · 2026年Q2
Capital Analysts 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,536 只证券，申报市值合计 43.40 亿美元。前几大持仓：SPYM（8.11%）、IVV（3.79%）、FBND（3.68%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $351.8M | 8.11% | 4.0M | 增持 |
| 2 | IVV | ISHARES TR | $164.5M | 3.79% | 219,719 | 增持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $159.5M | 3.68% | 3.5M | 增持 |
| 4 | IEFA | ISHARES TR | $129.8M | 2.99% | 1.3M | 增持 |
| 5 | RWL | INVESCO EXCH TRADED FD TR II | $88.0M | 2.03% | 688,862 | 减持 |
| 6 | SPIB | SPDR SERIES TRUST | $88.3M | 2.03% | 2.6M | 增持 |
| 7 | IEMG | ISHARES INC | $82.6M | 1.90% | 997,515 | 减持 |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | $78.0M | 1.80% | 1.7M | 增持 |
| 9 | FMDE | FIDELITY COVINGTON TRUST | $75.6M | 1.74% | 1.9M | 增持 |
| 10 | TDTF | FLEXSHARES TR | $72.4M | 1.67% | 3.0M | 增持 |
| 11 | DIVI | FRANKLIN TEMPLETON ETF TR | $69.2M | 1.59% | 1.6M | 增持 |
| 12 | BSV | VANGUARD BD INDEX FDS | $63.0M | 1.45% | 808,296 | 增持 |
| 13 | PVAL | PUTNAM ETF TRUST | $60.6M | 1.40% | 1.2M | 增持 |
| 14 | SPHY | SPDR SERIES TRUST | $60.2M | 1.39% | 2.6M | 增持 |
| 15 | AAPL | APPLE INC | $56.6M | 1.30% | 195,454 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $48.7M | 1.12% | 130,483 | 增持 |
| 17 | ITOT | ISHARES TR | $47.4M | 1.09% | 288,546 | 增持 |
| 18 | FESM | FIDELITY COVINGTON TRUST | $41.1M | 0.95% | 851,673 | 增持 |
| 19 | IVW | ISHARES TR | $40.9M | 0.94% | 297,608 | 增持 |
| 20 | DYNF | BLACKROCK ETF TRUST | $37.6M | 0.87% | 552,168 | 增持 |
| 21 | GOOGL | ALPHABET INC | $36.8M | 0.85% | 102,987 | 增持 |
| 22 | FBCG | FIDELITY COVINGTON TRUST | $35.9M | 0.83% | 578,034 | 增持 |
| 23 | GS | GOLDMAN SACHS GROUP INC | $35.0M | 0.81% | 34,585 | 减持 |
| 24 | DGRO | ISHARES TR | $34.4M | 0.79% | 453,330 | 减持 |
| 25 | IUSB | ISHARES TR | $33.0M | 0.76% | 715,985 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR