13F 机构持仓

Capital Investment Advisory Services, LLC

RALEIGH NC · SEC CIK 0001659203

2026Q22026Q1 更早 9 个季度 🔒
$16.20亿2026Q2 申报市值
1,301持仓数
19.1%前十大占比 · 第一大 3.4%
133 / 43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

NVDA 3.4%
BIL 3.1%
AAPL 2.3%
AMZN 1.7%
VTV 1.6%
GOOG 1.6%
QQQI 1.4%
VUG 1.3%
JPST 1.3%
JEPI 1.2%

2026Q2 买入最多 按季末市值估算

VT 加仓+$1,083.83万
VUG 加仓+$901.56万
SPY 加仓+$793.89万
ACIO 加仓+$712.58万
TORTOISE CAPITAL 新建仓+$640.73万

2026Q2 卖出最多 按季末市值估算

SPLV 减仓-$827.69万
IWM 减仓-$702.68万
AMD 减仓-$694.71万
BIL 减仓-$535.28万
IHI 减仓-$299.34万

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
BWXT BWX TECHNOLOGIES INC $00.00%0 -1,930-100.0% -$39.47万 清仓
ZTS ZOETIS INC $00.00%0 -2,895-100.0% -$34.22万 清仓
— SILA REALTY TRUST INC $00.00%0 -10,655-100.0% -$25.23万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,601-100.0% -$24.90万 清仓
STE STERIS PLC $00.00%0 -1,044-100.0% -$23.09万 清仓
CME CME GROUP INC $00.00%0 -775-100.0% -$22.89万 清仓
DHI D R HORTON INC $00.00%0 -1,548-100.0% -$21.24万 清仓
HAL HALLIBURTON CO $00.00%0 -5,342-100.0% -$20.83万 清仓
— PROSHARES TR $00.00%0 -9,176-100.0% -$20.79万 清仓
MPC MARATHON PETE CORP $00.00%0 -851-100.0% -$20.79万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -4,121-100.0% -$20.74万 清仓
XETYX EATON VANCE TAX-MANAGED DIVE $00.00%0 -14,920-100.0% -$20.57万 清仓
FLO FLOWERS FOODS INC $00.00%0 -19,729-100.0% -$16.08万 清仓
AES AES CORP $00.00%0 -10,769-100.0% -$15.17万 清仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $00.00%0 -12,012-100.0% -$13.49万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -2,119-100.0% -$5.71万 清仓
NJAN INNOVATOR ETFS TRUST $00.00%0 -1,029-100.0% -$5.49万 清仓
— LCI INDS $00.00%0 -55,000-100.0% -$5.47万 清仓
— WISDOMTREE TR $00.00%0 -2,300-100.0% -$5.19万 清仓
— AMERICAN WTR CAP CORP $00.00%0 -41,000-100.0% -$4.09万 清仓
— JBT MAREL CORPORATION $00.00%0 -40,000-100.0% -$3.98万 清仓
QGRO AMERICAN CENTY ETF TR $00.00%0 -300-100.0% -$3.15万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -844-100.0% -$2.31万 清仓
— NEOS ETF TRUST $00.00%0 -442-100.0% -$2.01万 清仓
JPRE J P MORGAN EXCHANGE TRADED F $00.00%0 -339-100.0% -$1.63万 清仓
IBDW ISHARES TR $00.00%0 -669-100.0% -$1.40万 清仓
COMT ISHARES U S ETF TR $00.00%0 -237-100.0% -$8,013 清仓
GVI ISHARES TR $00.00%0 -74-100.0% -$7,894 清仓
RPV INVESCO EXCHANGE TRADED FD T $00.00%0 -73-100.0% -$7,839 清仓
— TIDAL TRUST II $00.00%0 -200-100.0% -$7,720 清仓
XTWY BONDBLOXX ETF TRUST $00.00%0 -203-100.0% -$7,631 清仓
JGRO J P MORGAN EXCHANGE TRADED F $00.00%0 -80-100.0% -$6,762 清仓
ARKF ARK ETF TR $00.00%0 -150-100.0% -$5,702 清仓
— TIDAL TRUST II $00.00%0 -135-100.0% -$3,761 清仓
SPHB INVESCO EXCH TRADED FD TR II $00.00%0 -22-100.0% -$2,551 清仓
— PROSHARES TR $00.00%0 -20-100.0% -$1,568 清仓
— INNOVATOR ETFS TRUST $00.00%0 -50-100.0% -$1,469 清仓
JBTM JBT MAREL CORPORATION $00.00%0 -7-100.0% -$895 清仓
ESGD ISHARES TR $00.00%0 -9-100.0% -$861 清仓
SUSC ISHARES TR $00.00%0 -29-100.0% -$671 清仓
SUSB ISHARES TR $00.00%0 -15-100.0% -$376 清仓
ESML ISHARES TR $00.00%0 -4-100.0% -$188 清仓
IG PRINCIPAL EXCHANGE TRADED FD $00.00%0 -8-100.0% -$165 清仓
PFFD GLOBAL X FDS $140.00%1 1— $14 新建仓
SCHC SCHWAB STRATEGIC TR $960.00%2 00.0% — 不变
SPGP INVESCO EXCHANGE TRADED FD T $1060.00%1 -32-97.0% -$3,392 减仓
AOA ISHARES TR $1090.00%1 -20-95.2% -$2,180 减仓
— GLOBAL X FDS $1130.00%2 2— $113 新建仓
QJUN FIRST TR EXCHNG TRADED FD VI $1350.00%4 00.0% — 不变
— GLOBAL X FDS $1360.00%6 -12-66.7% -$272 减仓
— FIRST TR EXCHNG TRADED FD VI $2870.00%10 00.0% — 不变
RWK INVESCO EXCH TRADED FD TR II $3130.00%2 -15-88.2% -$2,348 减仓
— DIMENSIONAL ETF TRUST $3330.00%5 00.0% — 不变
— DIMENSIONAL ETF TRUST $3500.00%5 -1-16.7% -$70 减仓
XNTK SPDR SERIES TRUST $3910.00%1 00.0% — 不变
SCIO FIRST TR EXCHANGE-TRADED FD $4550.00%22 422.2% $83 加仓
SRVR PACER FDS TR $4780.00%15 00.0% — 不变
— PACER FDS TR $5060.00%11 00.0% — 不变
— ISHARES INC $5810.00%15 -5-25.0% -$194 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $6420.00%30 27.1% $43 加仓
FALN ISHARES TR $8440.00%31 00.0% — 不变
TIPX SPDR SERIES TRUST $8710.00%46 46— $871 新建仓
QEFA SPDR INDEX SHS FDS $9600.00%10 00.0% — 不变
DNL WISDOMTREE TR $9710.00%21 00.0% — 不变
FSEP FIRST TR EXCHNG TRADED FD VI $9910.00%18 00.0% — 不变
IAI ISHARES TR $1,0520.00%6 00.0% — 不变
EEMA ISHARES INC $1,0530.00%9 -1-10.0% -$117 减仓
FDEC FIRST TR EXCHNG TRADED FD VI $1,0890.00%20 00.0% — 不变
FMAR FIRST TR EXCHNG TRADED FD VI $1,1500.00%22 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1,1710.00%12 00.0% — 不变
IDGT ISHARES TR $1,4370.00%12 00.0% — 不变
SHLD GLOBAL X FDS $1,4930.00%25 25— $1,493 新建仓
SPSB SPDR SERIES TRUST $1,6210.00%54 00.0% — 不变
— AMPLIFY ETF TR $1,9060.00%124 124— $1,906 新建仓
EMHY ISHARES INC $1,9110.00%47 47— $1,911 新建仓
QCLN FIRST TR EXCHANGE-TRADED FD $1,9620.00%32 32— $1,962 新建仓
IALT BLACKROCK ETF TRUST $1,9640.00%70 70— $1,964 新建仓
— ISHARES TR $1,9790.00%152 10.7% $13 加仓
— INNOVATOR ETFS TRUST $2,0700.00%68 68— $2,070 新建仓
EWX SPDR INDEX SHS FDS $2,1550.00%29 -120-80.5% -$8,917 减仓
ACWX ISHARES TR $2,2070.00%29 29— $2,207 新建仓
AGZ ISHARES TR $2,2950.00%21 00.0% — 不变
— GLOBAL X FDS $2,3500.00%66 66— $2,350 新建仓
LGLV SPDR SERIES TRUST $2,3590.00%13 00.0% — 不变
DFNM DIMENSIONAL ETF TRUST $2,3680.00%49 36.5% $145 加仓
TAN INVESCO EXCH TRADED FD TR II $2,3800.00%40 00.0% — 不变
BLCR BLACKROCK ETF TRUST $2,4180.00%48 48— $2,418 新建仓
HYGH ISHARES U S ETF TR $2,4250.00%28 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5010.00%91 91— $2,501 新建仓
— INNOVATOR ETFS TRUST $2,5100.00%97 97— $2,510 新建仓
— INNOVATOR ETFS TRUST $2,5430.00%98 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5440.00%90 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5460.00%96 96— $2,546 新建仓
— INNOVATOR ETFS TRUST $2,5500.00%91 00.0% — 不变
ARKX ARK ETF TR $2,5590.00%75 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5730.00%97 00.0% — 不变
FTCB FIRST TR EXCHANGE-TRADED FD $2,6280.00%126 -238-65.4% -$4,964 减仓
EMGF ISHARES INC $2,6370.00%36 00.0% — 不变
— GLOBAL X FDS $2,6690.00%100 00.0% — 不变
ICF ISHARES TR $2,7050.00%40 00.0% — 不变