Capital Investment Advisory Services, LLC
RALEIGH NC · SEC CIK 0001659203
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WPC | WP CAREY INC | $60.69万 | 0.04% | 8,930 | 101 | 1.1% | $6,864 | 加仓 |
| TXN | TEXAS INSTRS INC | $60.85万 | 0.04% | 3,134 | 176 | 5.9% | $3.42万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $60.87万 | 0.04% | 19,065 | -1,405 | -6.9% | -$4.49万 | 减仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $60.90万 | 0.04% | 8,753 | 590 | 7.2% | $4.10万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $60.91万 | 0.04% | 27,266 | 1,968 | 7.8% | $4.40万 | 加仓 |
| FLRT | PACER FDS TR | $60.98万 | 0.04% | 13,167 | 8,405 | 176.5% | $38.92万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $62.13万 | 0.05% | 6,572 | -50 | -0.8% | -$4,727 | 减仓 |
| WTV | WISDOMTREE TR | $62.83万 | 0.05% | 6,632 | 6,032 | 1,005.3% | $57.14万 | 加仓 |
| SHY | ISHARES TR | $63.07万 | 0.05% | 7,639 | -375 | -4.7% | -$3.10万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $63.27万 | 0.05% | 26,785 | 1,400 | 5.5% | $3.31万 | 加仓 |
| FDX | FEDEX CORP | $63.38万 | 0.05% | 1,779 | -117 | -6.2% | -$4.17万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $63.59万 | 0.05% | 31,953 | 897 | 2.9% | $1.79万 | 加仓 |
| P | EVERPURE INC | $64.22万 | 0.05% | 10,877 | -173 | -1.6% | -$1.02万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $64.59万 | 0.05% | 11,950 | 1,165 | 10.8% | $6.30万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $64.72万 | 0.05% | 6,935 | -391 | -5.3% | -$3.65万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $64.75万 | 0.05% | 3,549 | -55 | -1.5% | -$1.00万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $64.83万 | 0.05% | 16,421 | 2,771 | 20.3% | $10.94万 | 加仓 |
| PGR | PROGRESSIVE CORP | $65.42万 | 0.05% | 3,300 | 94 | 2.9% | $1.86万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $65.73万 | 0.05% | 6,125 | 51 | 0.8% | $5,473 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $65.85万 | 0.05% | 11,425 | 963 | 9.2% | $5.55万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $66.07万 | 0.05% | 34,039 | 53 | 0.2% | $1,029 | 加仓 |
| VBK | VANGUARD INDEX FDS | $67.64万 | 0.05% | 2,238 | -38 | -1.7% | -$1.15万 | 减仓 |
| FTNT | FORTINET INC | $67.66万 | 0.05% | 8,280 | 151 | 1.9% | $1.23万 | 加仓 |
| PSX | PHILLIPS 66 | $67.77万 | 0.05% | 3,720 | 199 | 5.7% | $3.63万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $67.83万 | 0.05% | 4,146 | 265 | 6.8% | $4.34万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $68.21万 | 0.05% | 69,109 | 2,703 | 4.1% | $2.67万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $68.54万 | 0.05% | 32,893 | 23,688 | 257.3% | $49.36万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $68.96万 | 0.05% | 1,163 | 1 | 0.1% | $593 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $69.04万 | 0.05% | 13,776 | 13,776 | — | $69.04万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $70.05万 | 0.05% | 44,560 | 2,514 | 6.0% | $3.95万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $70.25万 | 0.05% | 11,624 | -687 | -5.6% | -$4.15万 | 减仓 |
| C | CITIGROUP INC | $70.45万 | 0.05% | 6,212 | -44 | -0.7% | -$4,990 | 减仓 |
| USB | US BANCORP | $70.75万 | 0.05% | 13,604 | 5,653 | 71.1% | $29.40万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $70.86万 | 0.05% | 26,082 | 8,183 | 45.7% | $22.23万 | 加仓 |
| IWD | ISHARES TR | $71.00万 | 0.05% | 3,323 | 93 | 2.9% | $1.99万 | 加仓 |
| RKLB | ROCKET LAB CORP | $71.49万 | 0.05% | 11,132 | 200 | 1.8% | $1.28万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $71.51万 | 0.05% | 2,491 | -27 | -1.1% | -$7,750 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $71.90万 | 0.05% | 2,198 | 177 | 8.8% | $5.79万 | 加仓 |
| SHOP | SHOPIFY INC | $71.97万 | 0.05% | 6,067 | -303 | -4.8% | -$3.59万 | 减仓 |
| CSX | CSX CORP | $72.66万 | 0.05% | 17,701 | -206 | -1.2% | -$8,457 | 减仓 |
| ADBE | ADOBE INC | $73.17万 | 0.05% | 3,010 | -388 | -11.4% | -$9.43万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $73.72万 | 0.05% | 16,686 | 7,652 | 84.7% | $33.81万 | 加仓 |
| USIG | ISHARES TR | $73.78万 | 0.05% | 14,402 | 689 | 5.0% | $3.53万 | 加仓 |
| MET | METLIFE INC | $74.34万 | 0.05% | 10,512 | -3,499 | -25.0% | -$24.74万 | 减仓 |
| EMR | EMERSON ELEC CO | $75.88万 | 0.06% | 5,792 | -47 | -0.8% | -$6,158 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $75.89万 | 0.06% | 8,419 | -76 | -0.9% | -$6,851 | 减仓 |
| NKE | NIKE INC | $76.02万 | 0.06% | 14,392 | 95 | 0.7% | $5,018 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $76.27万 | 0.06% | 17,497 | 3,230 | 22.6% | $14.08万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $76.38万 | 0.06% | 41,151 | 41,151 | — | $76.38万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $76.61万 | 0.06% | 35,782 | 35,782 | — | $76.61万 | 新建仓 |
| LIN | LINDE PLC | $76.73万 | 0.06% | 1,548 | 87 | 6.0% | $4.31万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $76.97万 | 0.06% | 3,699 | 766 | 26.1% | $15.94万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $77.48万 | 0.06% | 29,116 | 4,134 | 16.5% | $11.00万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $77.69万 | 0.06% | 3,676 | -78 | -2.1% | -$1.65万 | 减仓 |
| PFF | ISHARES TR | $78.51万 | 0.06% | 25,893 | 5,066 | 24.3% | $15.36万 | 加仓 |
| AIPO | TIDAL TRUST II | $78.67万 | 0.06% | 31,520 | 11,498 | 57.4% | $28.70万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $78.84万 | 0.06% | 4,875 | -58 | -1.2% | -$9,380 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $78.91万 | 0.06% | 37,308 | 2,918 | 8.5% | $6.17万 | 加仓 |
| SCI | SERVICE CORP INTL | $79.64万 | 0.06% | 9,652 | -44 | -0.5% | -$3,630 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $79.88万 | 0.06% | 16,802 | 6 | 0.0% | $285 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $80.99万 | 0.06% | 8,092 | 1,230 | 17.9% | $12.31万 | 加仓 |
| TBIL | RBB FD INC | $81.28万 | 0.06% | 16,303 | 8,800 | 117.3% | $43.88万 | 加仓 |
| IEFA | ISHARES TR | $81.44万 | 0.06% | 8,996 | -67,324 | -88.2% | -$609.48万 | 减仓 |
| ASML | ASML HLDG NV | $81.76万 | 0.06% | 619 | 2 | 0.3% | $2,642 | 加仓 |
| CRM | SALESFORCE INC | $81.90万 | 0.06% | 4,387 | 1,388 | 46.3% | $25.91万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $82.09万 | 0.06% | 22,029 | -673 | -3.0% | -$2.51万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $82.99万 | 0.06% | 10,302 | -117 | -1.1% | -$9,425 | 减仓 |
| SBUX | STARBUCKS CORP | $83.23万 | 0.06% | 9,290 | -189 | -2.0% | -$1.69万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $83.57万 | 0.06% | 4,061 | 10 | 0.2% | $2,058 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $83.93万 | 0.06% | 4,233 | -320 | -7.0% | -$6.35万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $84.47万 | 0.06% | 34,128 | -2,069 | -5.7% | -$5.12万 | 减仓 |
| ALB | ALBEMARLE CORP | $84.84万 | 0.06% | 4,726 | -984 | -17.2% | -$17.66万 | 减仓 |
| DG | DOLLAR GEN CORP | $84.85万 | 0.06% | 7,146 | -2,900 | -28.9% | -$34.43万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $84.86万 | 0.06% | 15,847 | 12,449 | 366.4% | $66.67万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $85.11万 | 0.06% | 7,683 | 3,162 | 69.9% | $35.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $85.60万 | 0.06% | 12,035 | 408 | 3.5% | $2.90万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $86.04万 | 0.06% | 29,176 | 10,145 | 53.3% | $29.92万 | 加仓 |
| IYW | ISHARES TR | $87.35万 | 0.06% | 4,815 | -469 | -8.9% | -$8.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $87.68万 | 0.06% | 1,257 | -31 | -2.4% | -$2.16万 | 减仓 |
| — | PACER FDS TR | $88.40万 | 0.06% | 29,664 | -766 | -2.5% | -$2.28万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $88.70万 | 0.06% | 27,528 | -20 | -0.1% | -$644 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $89.27万 | 0.07% | 12,410 | 1,052 | 9.3% | $7.57万 | 加仓 |
| MGK | VANGUARD WORLD FD | $89.51万 | 0.07% | 2,436 | -20 | -0.8% | -$7,349 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $89.64万 | 0.07% | 17,645 | -649 | -3.5% | -$3.30万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $89.72万 | 0.07% | 6,438 | 51 | 0.8% | $7,107 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $89.94万 | 0.07% | 2,973 | -3 | -0.1% | -$908 | 减仓 |
| MDT | MEDTRONIC PLC | $90.51万 | 0.07% | 10,446 | -322 | -3.0% | -$2.79万 | 减仓 |
| UNP | UNION PAC CORP | $90.68万 | 0.07% | 3,738 | -80 | -2.1% | -$1.94万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $92.09万 | 0.07% | 2,683 | 648 | 31.8% | $22.24万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $92.17万 | 0.07% | 21,666 | 3,696 | 20.6% | $15.72万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $92.31万 | 0.07% | 17,489 | 700 | 4.2% | $3.69万 | 加仓 |
| COP | CONOCOPHILLIPS | $92.64万 | 0.07% | 7,018 | -2 | -0.0% | -$264 | 减仓 |
| VB | VANGUARD INDEX FDS | $93.63万 | 0.07% | 3,575 | 9 | 0.3% | $2,357 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $94.14万 | 0.07% | 6,590 | 265 | 4.2% | $3.79万 | 加仓 |
| IRM | IRON MTN INC DEL | $94.31万 | 0.07% | 9,234 | -405 | -4.2% | -$4.14万 | 减仓 |
| NEM | NEWMONT CORP | $94.44万 | 0.07% | 8,724 | 4,818 | 123.3% | $52.16万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $95.66万 | 0.07% | 9,276 | 838 | 9.9% | $8.64万 | 加仓 |
| CVS | CVS HEALTH CORP | $96.01万 | 0.07% | 13,368 | -134 | -1.0% | -$9,624 | 减仓 |
| IJH | ISHARES TR | $96.07万 | 0.07% | 14,227 | -103,733 | -87.9% | -$700.49万 | 减仓 |
| DOW | DOW HLDGS INC | $96.11万 | 0.07% | 23,077 | -8,318 | -26.5% | -$34.64万 | 减仓 |