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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $186.68万 | 0.14% | 24,060 | -8,314 | -25.7% | -$64.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $187.48万 | 0.14% | 3,752 | -171 | -4.4% | -$8.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $191.38万 | 0.14% | 20,605 | -220 | -1.1% | -$2.04万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $191.70万 | 0.14% | 42,876 | 2,698 | 6.7% | $12.06万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $194.31万 | 0.14% | 58,972 | 6,484 | 12.4% | $21.36万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $194.59万 | 0.14% | 32,942 | 2,806 | 9.3% | $16.58万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $194.77万 | 0.14% | 20,997 | -1,686 | -7.4% | -$15.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $198.75万 | 0.14% | 32,770 | -1,560 | -4.5% | -$9.46万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $201.15万 | 0.15% | 160,663 | 48,784 | 43.6% | $61.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $202.90万 | 0.15% | 6,004 | 2,074 | 52.8% | $70.09万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $203.22万 | 0.15% | 50,565 | 11,995 | 31.1% | $48.21万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $204.07万 | 0.15% | 45,119 | 967 | 2.2% | $4.37万 | 加仓 |
| IUSB | ISHARES TR | $207.51万 | 0.15% | 44,926 | 3,400 | 8.2% | $15.70万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $211.36万 | 0.15% | 30,955 | 3,749 | 13.8% | $25.60万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $211.89万 | 0.15% | 100,806 | 35,729 | 54.9% | $75.10万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $212.13万 | 0.15% | 56,060 | 4,388 | 8.5% | $16.60万 | 加仓 |
| GEV | GE VERNOVA INC | $215.43万 | 0.16% | 2,468 | -79 | -3.1% | -$6.90万 | 减仓 |
| T | AT&T INC | $216.64万 | 0.16% | 74,728 | 1,966 | 2.7% | $5.70万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $217.43万 | 0.16% | 48,718 | 6,818 | 16.3% | $30.43万 | 加仓 |
| ETN | EATON CORP PLC | $217.71万 | 0.16% | 6,087 | 152 | 2.6% | $5.44万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $218.12万 | 0.16% | 74,880 | 970 | 1.3% | $2.83万 | 加仓 |
| NFLX | NETFLIX INC. | $221.33万 | 0.16% | 23,019 | 1,786 | 8.4% | $17.17万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $222.54万 | 0.16% | 3,608 | -150 | -4.0% | -$9.25万 | 减仓 |
| GE | GE AEROSPACE | $225.89万 | 0.16% | 7,960 | -1,054 | -11.7% | -$29.91万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $227.29万 | 0.17% | 46,661 | -732 | -1.5% | -$3.57万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $228.19万 | 0.17% | 141,120 | -27,415 | -16.3% | -$44.33万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $229.86万 | 0.17% | 21,742 | -6,499 | -23.0% | -$68.71万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $230.86万 | 0.17% | 130,062 | 1,988 | 1.6% | $3.53万 | 加仓 |
| SO | SOUTHERN CO | $234.06万 | 0.17% | 24,250 | 2,793 | 13.0% | $26.96万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $235.61万 | 0.17% | 37,590 | 3,105 | 9.0% | $19.46万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $235.83万 | 0.17% | 71,572 | 71,572 | — | $235.83万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $237.33万 | 0.17% | 30,778 | 1,071 | 3.6% | $8.26万 | 加仓 |
| MCD | MCDONALDS CORP | $240.35万 | 0.18% | 7,733 | -120 | -1.5% | -$3.73万 | 减仓 |
| PTLC | PACER FDS TR | $240.77万 | 0.18% | 45,896 | -1,627 | -3.4% | -$8.54万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $241.11万 | 0.18% | 48,405 | 37,827 | 357.6% | $188.42万 | 加仓 |
| IEI | ISHARES TR | $241.24万 | 0.18% | 20,341 | -674 | -3.2% | -$7.99万 | 减仓 |
| MS | MORGAN STANLEY | $241.54万 | 0.18% | 14,677 | 75 | 0.5% | $1.23万 | 加仓 |
| — | HONEYWELL INTL INC | $242.54万 | 0.18% | 10,730 | -235 | -2.1% | -$5.31万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $243.17万 | 0.18% | 20,139 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $245.85万 | 0.18% | 47,388 | -175,324 | -78.7% | -$909.58万 | 减仓 |
| BP | BP PLC | $252.08万 | 0.18% | 53,635 | -2,824 | -5.0% | -$13.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $252.09万 | 0.18% | 11,722 | 131 | 1.1% | $2.82万 | 加仓 |
| MTUM | ISHARES TR | $257.40万 | 0.19% | 10,726 | -116 | -1.1% | -$2.78万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $258.51万 | 0.19% | 3,056 | 30 | 1.0% | $2.54万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $259.12万 | 0.19% | 53,470 | 203 | 0.4% | $9,837 | 加仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $270.23万 | 0.20% | 79,574 | -858 | -1.1% | -$2.91万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $270.39万 | 0.20% | 28,771 | -954 | -3.2% | -$8.97万 | 减仓 |
| QDPL | PACER FDS TR | $274.23万 | 0.20% | 68,319 | 2,532 | 3.8% | $10.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $278.21万 | 0.20% | 2,792 | -42 | -1.5% | -$4.19万 | 减仓 |
| KO | COCA COLA CO | $278.56万 | 0.20% | 36,629 | -2,110 | -5.4% | -$16.05万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $281.43万 | 0.21% | 122,626 | 7,202 | 6.2% | $16.53万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $282.25万 | 0.21% | 21,238 | 4 | 0.0% | $532 | 加仓 |
| O | REALTY INCOME CORP | $282.61万 | 0.21% | 46,193 | -4,764 | -9.3% | -$29.15万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $282.66万 | 0.21% | 72,552 | -2,214 | -3.0% | -$8.63万 | 减仓 |
| PEP | PEPSICO INC | $283.34万 | 0.21% | 18,246 | -297 | -1.6% | -$4.61万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $286.25万 | 0.21% | 27,881 | -2,838 | -9.2% | -$29.14万 | 减仓 |
| USMV | ISHARES TR | $287.08万 | 0.21% | 30,955 | 1,500 | 5.1% | $13.91万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $289.52万 | 0.21% | 73,426 | -21,782 | -22.9% | -$85.89万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $323.96万 | 0.24% | 65,302 | -10,366 | -13.7% | -$51.43万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $327.57万 | 0.24% | 38,579 | -738 | -1.9% | -$6.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $331.87万 | 0.24% | 12,265 | 2,667 | 27.8% | $72.16万 | 加仓 |
| MO | ALTRIA GROUP INC | $335.83万 | 0.24% | 50,891 | 2,278 | 4.7% | $15.03万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $336.56万 | 0.25% | 23,008 | -824 | -3.5% | -$12.05万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $339.66万 | 0.25% | 52,815 | -219 | -0.4% | -$1.41万 | 减仓 |
| RY | ROYAL BK CDA | $339.78万 | 0.25% | 21,003 | -349 | -1.6% | -$5.65万 | 减仓 |
| IHI | ISHARES TR | $341.74万 | 0.25% | 64,057 | -1,368 | -2.1% | -$7.30万 | 减仓 |
| MRK | MERCK & CO INC | $343.12万 | 0.25% | 28,524 | 552 | 2.0% | $6.64万 | 加仓 |
| IMTM | ISHARES TR | $347.95万 | 0.25% | 72,459 | 18,942 | 35.4% | $90.96万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $348.73万 | 0.25% | 21,092 | 1,345 | 6.8% | $22.24万 | 加仓 |
| ENB | ENBRIDGE INC | $350.27万 | 0.26% | 64,696 | -515 | -0.8% | -$2.79万 | 减仓 |
| TSLA | TESLA INC | $355.02万 | 0.26% | 9,550 | 99 | 1.0% | $3.68万 | 加仓 |
| AMGN | AMGEN INC | $361.96万 | 0.26% | 10,287 | -76 | -0.7% | -$2.67万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $363.86万 | 0.27% | 24,818 | 1,734 | 7.5% | $25.42万 | 加仓 |
| VPU | VANGUARD WORLD FD | $367.27万 | 0.27% | 18,536 | 795 | 4.5% | $15.75万 | 加仓 |
| D | DOMINION ENERGY INC | $374.70万 | 0.27% | 60,612 | 1,991 | 3.4% | $12.31万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $379.37万 | 0.28% | 228,397 | 4,954 | 2.2% | $8.23万 | 加仓 |
| HD | HOME DEPOT INC | $385.64万 | 0.28% | 11,726 | -397 | -3.3% | -$13.06万 | 减仓 |
| CAT | CATERPILLAR INC | $388.52万 | 0.28% | 5,484 | 11 | 0.2% | $7,793 | 加仓 |
| SPMD | SPDR SERIES TRUST | $389.96万 | 0.28% | 65,850 | 8,410 | 14.6% | $49.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $399.19万 | 0.29% | 6,680 | 369 | 5.8% | $22.05万 | 加仓 |
| HEFA | ISHARES TR | $413.60万 | 0.30% | 97,329 | -4,530 | -4.4% | -$19.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $414.54万 | 0.30% | 6,859 | 1,171 | 20.6% | $70.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $417.74万 | 0.30% | 83,215 | 3,393 | 4.3% | $17.03万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $418.74万 | 0.31% | 75,422 | 2,071 | 2.8% | $11.50万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $419.40万 | 0.31% | 42,630 | 321 | 0.8% | $3.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $420.07万 | 0.31% | 114,274 | 3,258 | 2.9% | $11.98万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $425.73万 | 0.31% | 248,816 | 43,516 | 21.2% | $74.46万 | 加仓 |
| TFC | TRUIST FINL CORP | $428.51万 | 0.31% | 93,216 | -2,357 | -2.5% | -$10.84万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $438.52万 | 0.32% | 102,649 | -31 | -0.0% | -$1,324 | 减仓 |
| SPYM | SPDR SERIES TRUST | $440.94万 | 0.32% | 57,609 | 5,473 | 10.5% | $41.89万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $441.04万 | 0.32% | 69,010 | 24,642 | 55.5% | $157.49万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $444.36万 | 0.32% | 124,856 | 20,129 | 19.2% | $71.64万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $446.42万 | 0.33% | 74,890 | 4,373 | 6.2% | $26.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $449.45万 | 0.33% | 146,496 | 7,993 | 5.8% | $24.52万 | 加仓 |
| BAC | BANK AMERICA CORP | $452.37万 | 0.33% | 92,793 | -8,424 | -8.3% | -$41.07万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $466.91万 | 0.34% | 92,696 | -64,116 | -40.9% | -$322.95万 | 减仓 |
| MOAT | VANECK ETF TRUST | $471.95万 | 0.34% | 48,805 | 347 | 0.7% | $3.36万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $476.09万 | 0.35% | 186,335 | 4,015 | 2.2% | $10.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $476.51万 | 0.35% | 19,659 | -998 | -4.8% | -$24.19万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $493.36万 | 0.36% | 80,536 | 59,216 | 277.7% | $362.76万 | 加仓 |