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
GMAR FIRST TR EXCHNG TRADED FD VI $96.28万0.07%23,094 22,3543,020.8% $93.19万 加仓
RHI ROBERT HALF INC. $96.68万0.07%38,063 38,063— $96.68万 新建仓
— PACER FDS TR $96.87万0.07%41,346 -1,024-2.4% -$2.40万 减仓
MELI MERCADOLIBRE INC $97.69万0.07%565 40.7% $6,916 加仓
EFV ISHARES TR $99.08万0.07%13,326 1,70414.7% $12.67万 加仓
MMM 3M CO $99.22万0.07%6,832 -2,218-24.5% -$32.21万 减仓
KMB KIMBERLY-CLARK CORP $100.44万0.07%10,411 4,46275.0% $43.05万 加仓
FITB FIFTH THIRD BANCORP $101.28万0.07%21,798 960.4% $4,460 加仓
FLHY FRANKLIN TEMPLETON ETF TR $101.43万0.07%42,019 -1,852-4.2% -$4.47万 减仓
IWF ISHARES TR $102.38万0.07%2,401 -115-4.6% -$4.90万 减仓
TDVI FIRST TR EXCHANGE-TRADED FD $103.08万0.08%38,812 4,11611.9% $10.93万 加仓
ORCL ORACLE CORP $103.42万0.08%7,030 -312-4.2% -$4.59万 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $104.60万0.08%23,347 -1,436-5.8% -$6.43万 减仓
CGBL CAPITAL GROUP CORE BALANCED $104.86万0.08%30,474 9,44844.9% $32.51万 加仓
HACK AMPLIFY ETF TR $105.16万0.08%14,004 00.0% — 不变
DE DEERE & CO $105.62万0.08%1,875 -227-10.8% -$12.79万 减仓
MBB ISHARES TR $105.73万0.08%11,135 9279.1% $8.80万 加仓
SUB ISHARES TR $107.48万0.08%10,092 00.0% — 不变
SYK STRYKER CORPORATION $108.04万0.08%3,288 -46-1.4% -$1.51万 减仓
LQTI FIRST TR EXCHANGE-TRADED FD $109.41万0.08%55,878 13,94833.3% $27.31万 加仓
PY PRINCIPAL EXCHANGE TRADED FD $109.92万0.08%21,347 -5,807-21.4% -$29.90万 减仓
PANW PALO ALTO NETWORKS INC $110.33万0.08%6,882 62710.0% $10.05万 加仓
ITA ISHARES TR $111.53万0.08%5,099 4319.2% $9.43万 加仓
AVUV AMERICAN CENTY ETF TR $112.33万0.08%10,168 2,48332.3% $27.43万 加仓
— PACER FDS TR $113.47万0.08%59,783 10,70821.8% $20.32万 加仓
NUE NUCOR CORP $117.24万0.09%6,933 -1,280-15.6% -$21.65万 减仓
SCHV SCHWAB STRATEGIC TR $117.72万0.09%38,598 1,2453.3% $3.80万 加仓
SDVD FIRST TR EXCH TRADED FD III $118.53万0.09%54,622 7,24415.3% $15.72万 加仓
— INNOVATOR ETFS TRUST $118.84万0.09%35,029 -1,405-3.9% -$4.77万 减仓
XLRE SELECT SECTOR SPDR TR $119.68万0.09%29,312 2,3738.8% $9.69万 加仓
INTC INTEL CORP $120.20万0.09%27,238 -3,255-10.7% -$14.36万 减仓
OHI OMEGA HEALTHCARE INVS INC $121.69万0.09%27,771 -181-0.6% -$7,932 减仓
CLX CLOROX CO DEL $122.31万0.09%11,803 2,16322.4% $22.42万 加仓
LNC LINCOLN NATL CORP IND $122.57万0.09%34,525 4701.4% $1.67万 加仓
VRTX VERTEX PHARMACEUTICALS INC $124.27万0.09%2,783 -179-6.0% -$7.99万 减仓
AVES AMERICAN CENTY ETF TR $124.52万0.09%20,760 1,3196.8% $7.91万 加仓
BDJ BLACKROCK ENHANCED EQUITY DI $124.57万0.09%144,511 144,511— $124.57万 新建仓
— FIRST TR EXCHNG TRADED FD VI $125.11万0.09%37,201 37,201— $125.11万 新建仓
SOXX ISHARES TR $126.90万0.09%3,861 1804.9% $5.92万 加仓
— FIRST TR EXCHANGE-TRADED FD $127.37万0.09%66,132 23,64155.6% $45.53万 加仓
SPYV SPDR SERIES TRUST $128.07万0.09%22,636 1,1835.5% $6.69万 加仓
— FIRST TR EXCHANGE-TRADED FD $129.26万0.09%68,865 19,83640.5% $37.23万 加仓
DFAE DIMENSIONAL ETF TRUST $129.28万0.09%38,182 -907-2.3% -$3.07万 减仓
XAR SPDR SERIES TRUST $129.86万0.09%5,113 -374-6.8% -$9.50万 减仓
TJX TJX COS INC NEW $131.04万0.10%8,205 550.7% $8,784 加仓
PAYX PAYCHEX INC $131.05万0.10%14,226 9,074176.1% $83.59万 加仓
YLD PRINCIPAL EXCHANGE TRADED FD $131.35万0.10%69,280 10,31217.5% $19.55万 加仓
— ELEVATION SERIES TRUST $132.11万0.10%32,506 2850.9% $1.16万 加仓
FMB FIRST TR EXCH TRADED FD III $133.97万0.10%26,445 -675-2.5% -$3.42万 减仓
PPA INVESCO EXCHANGE TRADED FD T $134.10万0.10%8,093 640.8% $1.06万 加仓
TGT TARGET CORP $134.48万0.10%11,096 -1,606-12.6% -$19.46万 减仓
DIS DISNEY WALT CO $135.31万0.10%14,039 4493.3% $4.33万 加仓
WSO WATSCO INC $135.91万0.10%3,736 10.0% $364 加仓
AZO AUTOZONE INC $136.80万0.10%405 -10-2.4% -$3.38万 减仓
XLF SELECT SECTOR SPDR TR $137.08万0.10%27,767 9,91855.6% $48.96万 加仓
WFC WELLS FARGO & CO $137.15万0.10%17,227 840.5% $6,687 加仓
IVV ISHARES TR $138.11万0.10%2,114 -20,339-90.6% -$1,328.79万 减仓
DGRO ISHARES TR $138.35万0.10%19,714 -156,450-88.8% -$1,097.97万 减仓
MRVL MARVELL TECHNOLOGY INC $139.01万0.10%14,034 6514.9% $6.45万 加仓
IWMI NEOS ETF TRUST $139.86万0.10%29,507 3,66214.2% $17.36万 加仓
MSCI MSCI INC $140.52万0.10%2,607 401.6% $2.16万 加仓
VRP INVESCO EXCH TRADED FD TR II $140.74万0.10%58,689 4,0047.3% $9.60万 加仓
QCOM QUALCOMM INC $141.57万0.10%10,993 4764.5% $6.13万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $141.73万0.10%36,889 8,50230.0% $32.66万 加仓
DIA STATE STR SPDR DOW JONES IND $142.21万0.10%3,070 -24-0.8% -$1.11万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $142.33万0.10%3,633 -634-14.9% -$24.84万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.10%2 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $144.24万0.11%22,510 6,65742.0% $42.66万 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $144.33万0.11%76,690 10,60016.0% $19.95万 加仓
ADM ARCHER DANIELS MIDLAND CO $144.71万0.11%19,907 -3,703-15.7% -$26.92万 减仓
ROBT FIRST TR EXCHANGE TRADED FD $146.19万0.11%31,670 2,1777.4% $10.05万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $147.23万0.11%31,305 -1,265-3.9% -$5.95万 减仓
BA BOEING CO $149.67万0.11%7,520 78011.6% $15.52万 加仓
IEF ISHARES TR $150.48万0.11%15,767 6484.3% $6.18万 加仓
LRCX LAM RESEARCH CORP $150.57万0.11%7,047 7,047— $150.57万 新建仓
— INNOVATOR ETFS TRUST $150.75万0.11%41,864 5,57015.3% $20.06万 加仓
ACWI ISHARES TR $151.44万0.11%10,944 -127-1.1% -$1.76万 减仓
— INVESCO EXCH TRD SLF IDX FD $152.52万0.11%17,704 -382-2.1% -$3.29万 减仓
GPIQ GOLDMAN SACHS ETF TR $153.98万0.11%31,113 7,00629.1% $34.67万 加仓
AMAT APPLIED MATLS INC $155.23万0.11%4,542 -3,898-46.2% -$133.22万 减仓
CRWD CROWDSTRIKE HLDGS INC $157.06万0.11%4,023 3288.9% $12.81万 加仓
AVUS AMERICAN CENTY ETF TR $157.23万0.11%14,142 -1,292-8.4% -$14.36万 减仓
PCMM BONDBLOXX ETF TRUST $158.10万0.12%32,154 11,05252.4% $54.34万 加仓
KMI KINDER MORGAN INC DEL $158.73万0.12%47,339 -752-1.6% -$2.52万 减仓
PSC PRINCIPAL EXCHANGE TRADED FD $160.24万0.12%27,954 4,60119.7% $26.37万 加仓
SPIB SPDR SERIES TRUST $160.32万0.12%47,800 9,00723.2% $30.21万 加仓
MU MICRON TECHNOLOGY INC $164.78万0.12%4,877 2,589113.2% $87.47万 加仓
NOC NORTHROP GRUMMAN CORP $168.20万0.12%2,465 1,04473.5% $71.24万 加仓
— PROSHARES TR $168.94万0.12%36,198 -1,758-4.6% -$8.20万 减仓
KLAC KLA CORP $169.65万0.12%1,152 -68-5.6% -$10.01万 减仓
IDVO AMPLIFY ETF TR $170.66万0.12%42,169 -1,294-3.0% -$5.24万 减仓
SYFI AB ACTIVE ETFS INC $175.30万0.13%49,352 -1,878-3.7% -$6.67万 减仓
NLR VANECK ETF TRUST $177.07万0.13%13,294 -4,907-27.0% -$65.36万 减仓
VEU VANGUARD INTL EQUITY INDEX F $177.56万0.13%23,643 -392-1.6% -$2.94万 减仓
— FIRST TR EXCHANGE-TRADED FD $177.69万0.13%81,845 6,4048.5% $13.90万 加仓
FTQI FIRST TR EXCHANGE TRADED FD $180.20万0.13%90,462 4,6985.5% $9.36万 加仓
RTX RTX CORPORATION $181.18万0.13%9,393 2903.2% $5.59万 加仓
BLK BLACKROCK INC $182.91万0.13%1,902 60.3% $5,770 加仓
FDUS FIDUS INVT CORP $183.12万0.13%105,120 4,9404.9% $8.61万 加仓
COWZ PACER FDS TR $183.60万0.13%29,347 -14,672-33.3% -$91.79万 减仓