13F 机构持仓

Capital Investment Advisors, LLC

ATLANTA GA · SEC CIK 0001582732

2026Q22026Q1 更早 9 个季度 🔒
$75.91亿2026Q2 申报市值
789持仓数
28.7%前十大占比 · 第一大 8.5%
62 / 30新建仓 / 清仓
申报市值走势$75.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DGRO 8.5%
IQLT 4.0%
SDVY 2.7%
EMLP 2.5%
XLK 2.5%
GOOGL 2.0%
AAPL 1.9%
IVV 1.8%
ANGL 1.5%
JNJ 1.4%

2026Q2 买入最多 按季末市值估算

CSPF 新建仓+$8,357.62万
HONA 新建仓+$2,268.17万
VGSH 加仓+$1,664.94万
EGP 新建仓+$1,106.22万
VGIT 新建仓+$949.65万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$3,948.66万
HON 减仓-$2,247.80万
PSA 减仓-$1,076.77万
PNW 清仓-$582.15万
IBTG 减仓-$337.37万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
STK COLUMBIA SELIGM PREM TECH GR $23.17万0.00%4,301 4,301— $23.17万 新建仓
L LOEWS CORP $23.24万0.00%2,053 -25-1.2% -$2,830 减仓
ROL ROLLINS INC $23.27万0.00%5,574 -262-4.5% -$1.09万 减仓
OGE OGE ENERGY CORP $23.28万0.00%4,784 2315.1% $1.12万 加仓
UJAN INNOVATOR ETFS TRUST $23.39万0.00%5,160 -640-11.0% -$2.90万 减仓
EFV ISHARES TR $23.46万0.00%3,064 -40-1.3% -$3,062 减仓
ZION ZIONS BANCORPORATION NATL AS $23.63万0.00%3,415 3,415— $23.63万 新建仓
SCHM SCHWAB STRATEGIC TR $23.65万0.00%6,414 6,414— $23.65万 新建仓
CHAT TIDAL TRUST II $23.72万0.00%2,404 2,404— $23.72万 新建仓
DIVO AMPLIFY ETF TR $23.88万0.00%5,226 4168.6% $1.90万 加仓
EIG EMPLOYERS HLDGS INC $23.90万0.00%4,735 -357-7.0% -$1.80万 减仓
ZM ZOOM COMMUNICATIONS INC $23.94万0.00%2,774 2,774— $23.94万 新建仓
DXJ WISDOMTREE TR $23.95万0.00%1,380 141.0% $2,429 加仓
NRG NRG ENERGY INC $24.06万0.00%1,647 -155-8.6% -$2.26万 减仓
CP CANADIAN PACIFIC KANSAS CITY $24.09万0.00%2,780 2258.8% $1.95万 加仓
UBS UBS GROUP AG $24.18万0.00%4,879 450.9% $2,230 重新持有
MPWR MONOLITHIC PWR SYS INC $24.19万0.00%175 175— $24.19万 新建仓
SPSM SPDR SERIES TRUST $24.28万0.00%4,209 120.3% $692 加仓
MLPA GLOBAL X FDS $24.36万0.00%4,589 4,589— $24.36万 新建仓
BDX BECTON DICKINSON & CO $24.39万0.00%1,611 22115.9% $3.35万 加仓
MET METLIFE INC $24.46万0.00%2,891 1505.5% $1.27万 重新持有
HCA HCA HEALTHCARE INC $24.53万0.00%629 -108-14.7% -$4.21万 减仓
AVY AVERY DENNISON CORP $24.57万0.00%1,513 -75-4.7% -$1.22万 减仓
— INVESCO QUALITY MUN INCOME T $24.58万0.00%24,285 -207-0.8% -$2,095 减仓
PII POLARIS INC $24.67万0.00%3,605 -189-5.0% -$1.29万 减仓
HUM HUMANA INC $24.77万0.00%624 624— $24.77万 新建仓
FNDE SCHWAB STRATEGIC TR $24.86万0.00%6,265 -1,468-19.0% -$5.83万 减仓
WPM WHEATON PRECIOUS METALS CORP $25.07万0.00%2,232 -280-11.1% -$3.14万 减仓
ALGN ALIGN TECHNOLOGY INC $25.08万0.00%1,487 856.1% $1.43万 加仓
— ISHARES TR $25.30万0.00%9,807 -455-4.4% -$1.17万 减仓
ADM ARCHER DANIELS MIDLAND CO $25.36万0.00%3,319 -340-9.3% -$2.60万 减仓
BKLN INVESCO EXCH TRADED FD TR II $25.42万0.00%12,479 -2,942-19.1% -$5.99万 减仓
B BARRICK MNG CORP $25.62万0.00%6,976 74011.9% $2.72万 加仓
— SABA CAPITAL INCOME & OPPORT $25.69万0.00%30,771 10,96955.4% $9.16万 加仓
VTEC VANGUARD CALIF TAX FREE FDS $25.72万0.00%2,557 00.0% — 不变
PPL PPL CORP $25.73万0.00%7,077 -158-2.2% -$5,743 减仓
ODFL OLD DOMINION FREIGHT LINE IN $25.80万0.00%1,191 -90-7.0% -$1.95万 减仓
DSU BLACKROCK DEBT STRATEGIES FD $25.97万0.00%26,770 -6,325-19.1% -$6.14万 减仓
IYG ISHARES TR $26.08万0.00%2,882 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $26.20万0.00%9,888 50.1% $132 加仓
— BLACKROCK FLOATING RATE INCO $26.22万0.00%23,855 -415-1.7% -$4,561 减仓
— FLAHERTY & CRUMRINE PFD INCO $26.34万0.00%22,651 6,76242.6% $7.86万 加仓
WPC WP CAREY INC $26.46万0.00%3,701 -321-8.0% -$2.30万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $26.51万0.00%12,590 5014.1% $1.05万 加仓
PGX INVESCO EXCH TRADED FD TR II $26.70万0.00%24,627 -909-3.6% -$9,853 减仓
SLYV SPDR SERIES TRUST $26.82万0.00%2,458 -35-1.4% -$3,819 减仓
PXH INVESCO EXCH TRADED FD TR II $26.85万0.00%9,631 -619-6.0% -$1.73万 减仓
HBAN HUNTINGTON BANCSHARES INC $26.99万0.00%15,224 -81-0.5% -$1,436 减仓
LDOS LEIDOS HOLDINGS INC $27.12万0.00%2,634 2229.2% $2.29万 加仓
VTEB VANGUARD MUN BD FDS $27.20万0.00%5,377 -1,583-22.7% -$8.01万 减仓
GPIX GOLDMAN SACHS ETF TR $27.24万0.00%4,902 2014.3% $1.12万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $27.33万0.00%4,237 -471-10.0% -$3.04万 减仓
GSK GSK PLC $27.37万0.00%5,221 77617.5% $4.07万 加仓
USMV ISHARES TR $27.39万0.00%2,839 853.1% $8,200 加仓
AME AMETEK INC $27.75万0.00%1,147 00.0% — 不变
IUSG ISHARES TR $28.00万0.00%1,488 785.5% $1.47万 加仓
FTAI FTAI AVIATION LTD $28.01万0.00%1,035 -15-1.4% -$4,059 减仓
— FRANKLIN LTD DURATION INCOME $28.23万0.00%48,765 32,085192.4% $18.58万 加仓
DXCM DEXCOM INC $28.27万0.00%4,198 1,14537.5% $7.71万 重新持有
YUMC YUM CHINA HLDGS INC $28.43万0.00%6,956 -19-0.3% -$776 减仓
RWL INVESCO EXCH TRADED FD TR II $28.43万0.00%2,225 40.2% $511 加仓
— FEDERATED HERMES PREM MUNI I $28.45万0.00%24,763 -4,200-14.5% -$4.83万 减仓
AZN ASTRAZENECA PLC $28.63万0.00%1,510 1,510— $28.63万 新建仓
VST VISTRA CORP $28.68万0.00%1,808 1,808— $28.68万 新建仓
NUV NUVEEN MUN VALUE FD INC $28.73万0.00%31,156 -1,138-3.5% -$1.05万 减仓
DASH DOORDASH INC $28.81万0.00%1,561 53552.1% $9.87万 重新持有
TMUS T-MOBILE US INC $28.88万0.00%1,722 976.0% $1.63万 加仓
GHY PGIM GLOBAL HIGH YIELD FD FO $28.90万0.00%23,883 -1,370-5.4% -$1.66万 减仓
ROST ROSS STORES INC $28.98万0.00%1,362 776.0% $1.64万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $29.28万0.00%2,379 24111.3% $2.97万 加仓
OXY OCCIDENTAL PETE CORP $29.40万0.00%6,054 -2,120-25.9% -$10.30万 重新持有
BSCW INVESCO EXCH TRD SLF IDX FD $29.52万0.00%14,392 5173.7% $1.06万 加仓
MUA BLACKROCK MUNIASSETS FD INC $29.58万0.00%26,865 -2,651-9.0% -$2.92万 减仓
TROW PRICE T ROWE GROUP INC $29.65万0.00%2,608 2,608— $29.65万 新建仓
WEC WEC ENERGY GROUP INC $29.81万0.00%2,553 2098.9% $2.44万 加仓
IBTL ISHARES TR $29.84万0.00%14,778 120.1% $242 加仓
VVR INVESCO SR INCOME TR $30.00万0.00%99,987 47,39190.1% $14.22万 加仓
SWK STANLEY BLACK & DECKER INC $30.09万0.00%3,197 -810-20.2% -$7.62万 减仓
NET CLOUDFLARE INC $30.16万0.00%1,230 504.2% $1.23万 加仓
— HIGHLAND GLOBAL ALLOCATION F $30.19万0.00%40,144 730.2% $549 加仓
AOS SMITH A O CORP $30.46万0.00%4,857 1,15531.2% $7.24万 加仓
MELI MERCADOLIBRE INC $30.47万0.00%180 4836.4% $8.12万 加仓
AZO AUTOZONE INC $30.54万0.00%96 11.1% $3,181 加仓
CMS CMS ENERGY CORP $30.71万0.00%4,014 411.0% $3,137 加仓
HLT HILTON WORLDWIDE HLDGS INC $30.74万0.00%930 930— $30.74万 新建仓
TAP MOLSON COORS BEVERAGE CO $30.82万0.00%7,910 -654-7.6% -$2.55万 减仓
HYD VANECK ETF TRUST $31.05万0.00%6,029 00.0% — 不变
— RIVERNORTH CAP AND INCM FD I $31.09万0.00%21,267 21,267— $31.09万 新建仓
IWN ISHARES TR $31.12万0.00%1,407 1027.8% $2.26万 加仓
CDE COEUR MNG INC $31.20万0.00%19,119 -517-2.6% -$8,437 减仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $32.11万0.00%30,374 -115-0.4% -$1,216 减仓
HYLS FIRST TR EXCHANGE-TRADED FD $32.20万0.00%7,922 -500-5.9% -$2.03万 减仓
EWJ ISHARES INC $32.34万0.00%3,467 -44-1.3% -$4,104 减仓
HPE HEWLETT PACKARD ENTERPRISE C $32.38万0.00%7,179 7,179— $32.38万 新建仓
TLT ISHARES TR $32.43万0.00%3,752 -175-4.5% -$1.51万 减仓
VGK VANGUARD INTL EQUITY INDEX F $32.60万0.00%3,682 2938.6% $2.59万 加仓
HYG ISHARES TR $32.61万0.00%4,078 -371-8.3% -$2.97万 减仓
AVUS AMERICAN CENTY ETF TR $32.61万0.00%2,546 2,546— $32.61万 新建仓
PGF INVESCO EXCHANGE TRADED FD T $32.75万0.00%23,888 -2,290-8.7% -$3.14万 减仓
EIM EATON VANCE MUN BD FD $32.97万0.00%33,103 -1,000-2.9% -$9,960 减仓