13F 机构持仓

Capital Investment Advisory Services, LLC

RALEIGH NC · SEC CIK 0001659203

2026Q22026Q1 更早 9 个季度 🔒
$13.71亿2026Q1 申报市值
1,206持仓数
20.7%前十大占比 · 第一大 4.1%
91 / 50新建仓 / 清仓
申报市值走势$16.20亿2026Q2
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

BIL 4.1%
NVDA 3.5%
AAPL 2.3%
AMZN 1.7%
VTV 1.7%
JPST 1.5%
GOOG 1.5%
JBND 1.5%
UCON 1.5%
SPLV 1.4%

2026Q1 买入最多 按季末市值估算

QQQI 加仓+$566.79万
SGOV 加仓+$495.20万
JEPI 加仓+$389.43万
MINT 加仓+$380.31万
SPYI 加仓+$370.85万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$1,328.79万
DGRO 减仓-$1,097.97万
BIL 减仓-$922.16万
SSO 减仓-$909.58万
IJH 减仓-$700.49万

2026Q1 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
JSI JANUS DETROIT STR TR $00.00%0 -61,895-100.0% -$322.23万 清仓
APP APPLOVIN CORP $00.00%0 -1,764-100.0% -$118.86万 清仓
BOXX EA SERIES TRUST $00.00%0 -7,080-100.0% -$81.49万 清仓
AXON AXON ENTERPRISE INC $00.00%0 -669-100.0% -$37.99万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,861-100.0% -$34.22万 清仓
CNH CNH INDL N V $00.00%0 -28,834-100.0% -$26.59万 清仓
SAP SAP SE $00.00%0 -995-100.0% -$24.18万 清仓
— TRUST FOR PROFESSIONAL MANAG $00.00%0 -8,349-100.0% -$22.59万 清仓
PINS PINTEREST INC $00.00%0 -8,560-100.0% -$22.16万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -647-100.0% -$22.00万 清仓
FHN FIRST HORIZON CORPORATION $00.00%0 —— — 申报中断
MNST MONSTER BEVERAGE CORP NEW $00.00%0 -2,757-100.0% -$21.14万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,038-100.0% -$21.08万 清仓
IDXX IDEXX LABS INC $00.00%0 -304-100.0% -$20.57万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -5,542-100.0% -$20.51万 清仓
F FORD MTR CO $00.00%0 -9,560-100.0% -$12.54万 清仓
MEAR ISHARES U S ETF TR $00.00%0 -2,200-100.0% -$11.07万 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -1,490-100.0% -$9.69万 清仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $00.00%0 -200-100.0% -$6.60万 清仓
— ALLIANT ENERGY CORP $00.00%0 -51,000-100.0% -$5.30万 清仓
— SPOTIFY USA INC $00.00%0 -46,000-100.0% -$5.22万 清仓
— AMPLIFY ETF TR $00.00%0 -1,355-100.0% -$4.40万 清仓
— ITRON INC $00.00%0 -41,000-100.0% -$4.05万 清仓
— ABRDN GLOBAL PREMIER PPTYS F $00.00%0 -10,500-100.0% -$4.03万 清仓
— FORD MTR CO $00.00%0 -34,000-100.0% -$3.53万 清仓
— NEOS ETF TRUST $00.00%0 -630-100.0% -$3.42万 清仓
— EXPEDIA GROUP INC $00.00%0 -12,000-100.0% -$1.34万 清仓
TBG EA SERIES TRUST $00.00%0 -306-100.0% -$1.02万 清仓
STXF EA SERIES TRUST $00.00%0 -230-100.0% -$1.01万 清仓
— EA SERIES TRUST $00.00%0 -125-100.0% -$8,578 清仓
— INNOVATOR ETFS TRUST $00.00%0 -250-100.0% -$7,458 清仓
BOCT INNOVATOR ETFS TRUST $00.00%0 -132-100.0% -$6,524 清仓
IAK ISHARES TR $00.00%0 -32-100.0% -$4,392 清仓
FLMI FRANKLIN TEMPLETON ETF TR $00.00%0 -150-100.0% -$3,731 清仓
IBB ISHARES TR $00.00%0 —— — 申报中断
— EA SERIES TRUST $00.00%0 -115-100.0% -$3,281 清仓
DJD INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
GNOV FIRST TR EXCHNG TRADED FD VI $00.00%0 -70-100.0% -$2,780 清仓
GJAN FIRST TR EXCHNG TRADED FD VI $00.00%0 -64-100.0% -$2,739 清仓
GDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -72-100.0% -$2,723 清仓
GSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
GAUG FIRST TR EXCHNG TRADED FD VI $00.00%0 -68-100.0% -$2,670 清仓
GFEB FIRST TR EXCHNG TRADED FD VI $00.00%0 -64-100.0% -$2,658 清仓
GJUL FIRST TR EXCHNG TRADED FD VI $00.00%0 -64-100.0% -$2,645 清仓
GMAY FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
XMHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -25-100.0% -$2,561 清仓
FLBL FRANKLIN TEMPLETON ETF TR $00.00%0 -99-100.0% -$2,319 清仓
PIE INVESCO EXCH TRADED FD TR II $00.00%0 -98-100.0% -$2,317 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -48-100.0% -$2,290 清仓
EELV INVESCO EXCH TRADED FD TR II $00.00%0 -51-100.0% -$1,399 清仓
— INNOVATOR ETFS TRUST $00.00%0 -47-100.0% -$1,390 清仓
EDV VANGUARD WORLD FD $00.00%0 -15-100.0% -$975 清仓
EMXC ISHARES INC $00.00%0 -9-100.0% -$654 清仓
IYR ISHARES TR $00.00%0 -5-100.0% -$493 清仓
ARKG ARK ETF TR $00.00%0 -1-100.0% -$29 清仓
QMAR FIRST TR EXCHNG TRADED FD VI $670.00%2 -56-96.6% -$1,876 减仓
SCHC SCHWAB STRATEGIC TR $930.00%2 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $930.00%2 00.0% — 不变
QJUN FIRST TR EXCHNG TRADED FD VI $1250.00%4 -64-94.1% -$2,000 减仓
IG PRINCIPAL EXCHANGE TRADED FD $1650.00%8 00.0% — 不变
ESML ISHARES TR $1880.00%4 -48,971-100.0% -$230.16万 减仓
XNTK SPDR SERIES TRUST $2550.00%1 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2740.00%10 -98-90.7% -$2,685 减仓
— DIMENSIONAL ETF TRUST $2970.00%5 00.0% — 不变
— GLOBAL X FDS $3510.00%18 00.0% — 不变
SCIO FIRST TR EXCHANGE-TRADED FD $3720.00%18 18— $372 新建仓
SUSB ISHARES TR $3760.00%15 15— $376 新建仓
— DIMENSIONAL ETF TRUST $4050.00%6 00.0% — 不变
SRVR PACER FDS TR $4680.00%15 15— $468 新建仓
— PACER FDS TR $5170.00%11 11— $517 新建仓
LGOV FIRST TR EXCHANGE-TRADED FD $6040.00%28 627.3% $129 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $6710.00%10 -37-78.7% -$2,483 重新持有
SUSC ISHARES TR $6710.00%29 29— $671 新建仓
PICB INVESCO EXCH TRADED FD TR II $7850.00%34 -1,399-97.6% -$3.23万 减仓
— ISHARES INC $8130.00%20 00.0% — 不变
FALN ISHARES TR $8280.00%31 00.0% — 不变
DNL WISDOMTREE TR $8450.00%21 00.0% — 不变
ESGD ISHARES TR $8610.00%9 9— $861 新建仓
JBTM JBT MAREL CORPORATION $8950.00%7 00.0% — 不变
FSEP FIRST TR EXCHNG TRADED FD VI $9060.00%18 -138-88.5% -$6,946 减仓
QEFA SPDR INDEX SHS FDS $9330.00%10 00.0% — 不变
TRFK PACER FDS TR $9340.00%15 15— $934 新建仓
EEMA ISHARES INC $9570.00%10 00.0% — 不变
IAI ISHARES TR $9850.00%6 00.0% — 不变
FDEC FIRST TR EXCHNG TRADED FD VI $9940.00%20 -136-87.2% -$6,759 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $1,0670.00%22 -144-86.7% -$6,984 减仓
— FIRST TR EXCHANGE-TRADED FD $1,1720.00%12 00.0% — 不变
IDGT ISHARES TR $1,1730.00%12 00.0% — 不变
— INNOVATOR ETFS TRUST $1,4690.00%50 50— $1,469 新建仓
— PROSHARES TR $1,5680.00%20 20— $1,568 新建仓
SPSB SPDR SERIES TRUST $1,6240.00%54 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $1,7010.00%50 00.0% — 不变
AOA ISHARES TR $1,8630.00%21 -40-65.6% -$3,549 减仓
VOX VANGUARD WORLD FD $2,1580.00%12 7140.0% $1,259 加仓
EMGF ISHARES INC $2,1750.00%36 -4-10.0% -$242 减仓
RWK INVESCO EXCH TRADED FD TR II $2,1970.00%17 -28-62.2% -$3,619 减仓
ARKX ARK ETF TR $2,2010.00%75 00.0% — 不变
DFNM DIMENSIONAL ETF TRUST $2,2050.00%46 00.0% — 不变
— GLOBAL X FDS $2,2340.00%100 00.0% — 不变
— ISHARES TR $2,2340.00%151 10.7% $15 加仓