Capital Asset Advisory Services LLC 13F 持仓 · 2026年Q2
Capital Asset Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 374 只证券，申报市值合计 27.63 亿美元。前几大持仓：VV（12.66%）、AGG（5.95%）、IDEV（4.15%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $349.9M | 12.66% | 1.0M | 减持 |
| 2 | AGG | ISHARES TR | $164.3M | 5.95% | 1.7M | 增持 |
| 3 | IDEV | ISHARES TR | $114.5M | 4.15% | 1.3M | 减持 |
| 4 | SPDW | SPDR INDEX SHS FDS | $108.8M | 3.94% | 2.2M | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $81.8M | 2.96% | 1.0M | 减持 |
| 6 | PBUS | INVESCO EXCH TRADED FD TR II | $77.2M | 2.79% | 1.0M | 增持 |
| 7 | GSY | INVESCO ACTIVELY MANAGED EXC | $74.6M | 2.70% | 1.5M | 增持 |
| 8 | IJH | ISHARES TR | $73.3M | 2.65% | 950,783 | 增持 |
| 9 | COWZ | PACER FDS TR | $61.7M | 2.23% | 991,806 | 增持 |
| 10 | TFLO | ISHARES TR | $61.6M | 2.23% | 1.2M | 增持 |
| 11 | CIBR | FIRST TR EXCHANGE-TRADED FD | $60.6M | 2.19% | 674,005 | 增持 |
| 12 | PAVE | GLOBAL X FDS | $60.6M | 2.19% | 1.0M | 增持 |
| 13 | PPA | INVESCO EXCHANGE TRADED FD T | $60.2M | 2.18% | 340,582 | 增持 |
| 14 | BIL | SPDR SERIES TRUST | $60.0M | 2.17% | 654,789 | 增持 |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | $60.0M | 2.17% | 1.2M | 增持 |
| 16 | IJR | ISHARES TR | $58.5M | 2.12% | 394,268 | 减持 |
| 17 | DDWM | WISDOMTREE TR | $58.0M | 2.10% | 1.3M | 增持 |
| 18 | VTC | VANGUARD SCOTTSDALE FDS | $56.5M | 2.05% | 735,952 | 增持 |
| 19 | AAPL | APPLE INC | $52.8M | 1.91% | 182,441 | 增持 |
| 20 | IAU | ISHARES GOLD TR | $49.9M | 1.80% | 660,237 | 增持 |
| 21 | VB | VANGUARD INDEX FDS | $43.5M | 1.57% | 143,354 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $43.1M | 1.56% | 215,181 | 增持 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $41.7M | 1.51% | 697,980 | 减持 |
| 24 | BND | VANGUARD BD INDEX FDS | $39.0M | 1.41% | 531,709 | 减持 |
| 25 | USHY | ISHARES TR | $38.9M | 1.41% | 1.1M | 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