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
FREL FIDELITY COVINGTON TRUST $49.78万0.03%16,989 4692.8% $1.37万 加仓
EBAY EBAY INC. $49.93万0.03%4,468 2325.5% $2.59万 加仓
PWR QUANTA SVCS INC $49.93万0.03%693 693— $49.93万 新建仓
— INVESCO EXCHANGE TRADED FD T $50.12万0.03%4,231 100.2% $1,184 加仓
IVE ISHARES TR $50.18万0.03%2,210 50029.2% $11.35万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $50.51万0.03%9,593 -709-6.9% -$3.73万 减仓
NOW SERVICENOW INC $50.59万0.03%5,096 2,635107.1% $26.16万 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $50.61万0.03%10,740 90.1% $424 加仓
FDX FEDEX CORP $50.90万0.03%1,625 -154-8.7% -$4.82万 减仓
VBR VANGUARD INDEX FDS $50.94万0.03%2,097 10.0% $243 加仓
ACN ACCENTURE PLC IRELAND $51.32万0.03%4,124 -109-2.6% -$1.36万 减仓
BOTZ GLOBAL X FDS $51.43万0.03%13,555 -8-0.1% -$304 减仓
FICO FAIR ISAAC CORP $51.61万0.03%432 102.4% $1.19万 加仓
FCX FREEPORT MCMORAN INC $52.13万0.03%8,288 590.7% $3,711 加仓
— PROSHARES TR $52.48万0.03%8,009 110.1% $721 加仓
QQQJ INVESCO EXCH TRADED FD TR II $52.61万0.03%11,578 -50-0.4% -$2,272 减仓
DUSA DAVIS FUNDAMENTAL ETF TR $52.73万0.03%9,386 4,07576.7% $22.89万 加仓
FNDB SCHWAB STRATEGIC TR $53.55万0.03%17,579 00.0% — 不变
HFSI HARTFORD FDS EXCHANGE TRADED $55.39万0.03%15,753 8,094105.7% $28.46万 加仓
DWLD DAVIS FUNDAMENTAL ETF TR $55.72万0.03%12,051 3,13535.2% $14.50万 加仓
FUMB FIRST TR EXCH TRADED FD III $56.10万0.03%27,975 2500.9% $5,014 加仓
PTMC PACER FDS TR $57.30万0.04%13,699 3152.4% $1.32万 加仓
AEP AMERICAN ELEC PWR CO INC $57.33万0.04%4,190 230.6% $3,147 加仓
IWO ISHARES TR $57.40万0.04%1,457 1,244584.0% $49.01万 加仓
FGD FIRST TR EXCHANGE-TRADED FD $57.79万0.04%18,065 -1,000-5.2% -$3.20万 减仓
HPQ HP INC $57.84万0.04%26,362 1950.7% $4,278 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $57.89万0.04%16,428 16,428— $57.89万 新建仓
AFL AFLAC INC $57.91万0.04%4,939 1703.6% $1.99万 加仓
VCSH VANGUARD SCOTTSDALE FDS $58.69万0.04%7,427 2,07238.7% $16.37万 加仓
ITOT ISHARES TR $58.85万0.04%3,583 -42-1.2% -$6,899 减仓
NVO NOVO-NORDISK A S $59.03万0.04%12,314 1,21911.0% $5.84万 加仓
PLD PROLOGIS INC. $59.15万0.04%4,366 74220.5% $10.05万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $59.30万0.04%2,240 -310-12.2% -$8.21万 减仓
SLYG SPDR SERIES TRUST $59.37万0.04%4,983 -13-0.3% -$1,549 减仓
CMI CUMMINS INC $59.53万0.04%835 -3-0.4% -$2,139 减仓
CAG CONAGRA BRANDS INC $59.91万0.04%44,513 -47-0.1% -$633 减仓
BKLC BNY MELLON ETF TRUST $60.38万0.04%4,211 80.2% $1,147 加仓
MET METLIFE INC $60.72万0.04%7,176 -3,336-31.7% -$28.23万 减仓
PKW INVESCO EXCHANGE TRADED FD T $61.08万0.04%4,312 -65-1.5% -$9,208 减仓
— INNOVATOR ETFS TRUST $61.18万0.04%30,847 -1,106-3.5% -$2.19万 减仓
SHW SHERWIN WILLIAMS CO $61.27万0.04%1,779 100.6% $3,444 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $61.59万0.04%29,624 29,624— $61.59万 新建仓
IWB ISHARES TR $61.63万0.04%1,505 1,3801,104.0% $56.51万 加仓
FLRT PACER FDS TR $61.70万0.04%13,232 650.5% $3,031 加仓
GSLC GOLDMAN SACHS ETF TR $62.70万0.04%4,419 58015.1% $8.23万 加仓
CHD CHURCH & DWIGHT CO INC $62.99万0.04%6,502 -433-6.2% -$4.19万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $63.01万0.04%1,163 00.0% — 不变
DOW DOW HLDGS INC $63.17万0.04%23,088 110.0% $301 加仓
PSX PHILLIPS 66 $63.28万0.04%3,743 230.6% $3,888 加仓
ALB ALBEMARLE CORP $63.61万0.04%4,711 -15-0.3% -$2,025 减仓
WPC WP CAREY INC $63.87万0.04%8,933 30.0% $215 加仓
— FIRST TR EXCHANGE-TRADED ALP $64.11万0.04%6,317 -255-3.9% -$2.59万 减仓
GSY INVESCO ACTIVELY MANAGED EXC $64.13万0.04%12,787 -989-7.2% -$4.96万 减仓
BUFB INNOVATOR ETFS TRUST $64.21万0.04%16,334 2151.3% $8,452 加仓
UTF COHEN & STEERS INFRASTRUCTUR $64.41万0.04%23,344 860.4% $2,373 加仓
IVW ISHARES TR $64.91万0.04%4,720 73218.4% $10.07万 加仓
IBIT ISHARES BITCOIN TRUST ETF $65.25万0.04%19,600 4,51930.0% $15.04万 加仓
GMAR FIRST TR EXCHNG TRADED FD VI $65.76万0.04%14,864 -8,230-35.6% -$36.41万 减仓
PRF INVESCO EXCHANGE TRADED FD T $65.99万0.04%12,213 8867.8% $4.79万 加仓
DOC HEALTHPEAK PROPERTIES INC $66.48万0.04%31,067 -927-2.9% -$1.98万 减仓
BBUS J P MORGAN EXCHANGE TRADED F $66.52万0.04%4,938 60914.1% $8.20万 加仓
— PRINCIPAL EXCHANGE TRADED FD $66.75万0.04%8,807 540.6% $4,093 加仓
— MANAGED PORTFOLIO SER $66.89万0.04%16,822 -5,207-23.6% -$20.71万 减仓
— INVESCO EXCH TRADED FD TR II $66.97万0.04%33,996 -43-0.1% -$847 减仓
P EVERPURE INC $67.03万0.04%8,507 -2,370-21.8% -$18.67万 减仓
IGV ISHARES TR $68.18万0.04%7,526 1,62627.6% $14.73万 加仓
EDIV SPDR INDEX SHS FDS $68.45万0.04%16,712 2911.8% $1.19万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $68.47万0.04%30,718 3,45212.7% $7.69万 加仓
SHOP SHOPIFY INC $68.76万0.04%6,022 -45-0.7% -$5,138 减仓
MGV VANGUARD WORLD FD $69.47万0.04%4,250 1132.7% $1.85万 加仓
TMSL T ROWE PRICE EXCHANGE-TRADED $69.59万0.04%15,870 1,2238.3% $5.36万 加仓
— INVESCO TR INVT GRADE MUNS $69.68万0.04%65,738 -3,371-4.9% -$3.57万 减仓
ABX ABACUS GLOBAL MGMT INC $69.69万0.04%65,066 65,066— $69.69万 新建仓
DEHP DIMENSIONAL ETF TRUST $70.30万0.04%16,437 2,73720.0% $11.71万 加仓
COF CAPITAL ONE FINL CORP $70.63万0.04%3,521 -28-0.8% -$5,617 减仓
FNDA SCHWAB STRATEGIC TR $70.71万0.04%18,578 4482.5% $1.71万 加仓
SCI SERVICE CORP INTL $70.86万0.04%9,328 -324-3.4% -$2.46万 减仓
— PACER FDS TR $70.90万0.04%29,412 -11,934-28.9% -$28.77万 减仓
MDLZ MONDELEZ INTL INC $72.84万0.04%12,594 1,16910.2% $6.76万 加仓
VHT VANGUARD WORLD FD $73.06万0.05%2,444 33115.7% $9.90万 加仓
COP CONOCOPHILLIPS $73.74万0.05%7,093 751.1% $7,797 加仓
VEEV VEEVA SYS INC $74.82万0.05%4,216 2,339124.6% $41.51万 加仓
MAR MARRIOTT INTL INC NEW $75.00万0.05%2,024 -174-7.9% -$6.45万 减仓
USIG ISHARES TR $75.04万0.05%14,630 2281.6% $1.17万 加仓
NEM NEWMONT CORP $75.41万0.05%8,074 -650-7.5% -$6.07万 减仓
AMT AMERICAN TOWER CORP $75.46万0.05%4,613 1,84666.7% $30.20万 加仓
SHY ISHARES TR $75.84万0.05%9,236 1,59720.9% $13.11万 加仓
WOLF WOLFSPEED INC $76.45万0.05%15,844 1511.0% $7,286 加仓
DFIS DIMENSIONAL ETF TRUST $76.45万0.05%21,824 4,17423.6% $14.62万 加仓
NKE NIKE INC $76.85万0.05%18,721 4,32930.1% $17.77万 加仓
NXTG FIRST TR EXCHANGE-TRADED FD $76.95万0.05%5,018 00.0% — 不变
DECK DECKERS OUTDOOR CORP $77.91万0.05%7,847 -245-3.0% -$2.43万 减仓
NSC NORFOLK SOUTHN CORP $78.12万0.05%2,483 -8-0.3% -$2,517 减仓
SCHP SCHWAB STRATEGIC TR $78.31万0.05%29,550 4341.5% $1.15万 加仓
GILD GILEAD SCIENCES INC $78.55万0.05%6,218 -220-3.4% -$2.78万 减仓
PSTL POSTAL REALTY TRUST INC $79.78万0.05%32,379 -8,772-21.3% -$21.61万 减仓
CRM SALESFORCE INC $79.90万0.05%5,100 71316.3% $11.17万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $80.22万0.05%18,394 8975.1% $3.91万 加仓
DG DOLLAR GEN CORP $81.06万0.05%7,042 -104-1.5% -$1.20万 减仓
QLD PROSHARES TR $81.71万0.05%8,445 00.0% — 不变