Capital Investment Advisory Services, LLC
RALEIGH NC · SEC CIK 0001659203
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CGBL | CAPITAL GROUP CORE BALANCED | $135.49万 | 0.08% | 35,693 | 5,219 | 17.1% | $19.81万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $135.76万 | 0.08% | 28,178 | -3,127 | -10.0% | -$15.07万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $136.03万 | 0.08% | 37,201 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $136.09万 | 0.08% | 4,492 | 2,464 | 121.5% | $74.65万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $136.77万 | 0.08% | 40,877 | -6,923 | -14.5% | -$23.16万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $137.89万 | 0.09% | 21,020 | 260 | 1.3% | $1.71万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $138.60万 | 0.09% | 72,642 | 3,362 | 4.9% | $6.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $138.68万 | 0.09% | 11,116 | 948 | 9.3% | $11.83万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $139.77万 | 0.09% | 146,047 | 1,536 | 1.1% | $1.47万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $141.06万 | 0.09% | 15,546 | -12,335 | -44.2% | -$111.93万 | 减仓 |
| TGT | TARGET CORP | $143.03万 | 0.09% | 10,951 | -145 | -1.3% | -$1.89万 | 减仓 |
| MSCI | MSCI INC | $143.09万 | 0.09% | 2,555 | -52 | -2.0% | -$2.91万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $143.21万 | 0.09% | 23,559 | 923 | 4.1% | $5.61万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $143.42万 | 0.09% | 25,442 | 3,644 | 16.7% | $20.54万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $143.80万 | 0.09% | 8,140 | 47 | 0.6% | $8,303 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $145.23万 | 0.09% | 41,722 | 3,124 | 8.1% | $10.87万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $145.86万 | 0.09% | 59,999 | 1,310 | 2.2% | $3.18万 | 加仓 |
| — | ELEVATION SERIES TRUST | $146.46万 | 0.09% | 32,281 | -225 | -0.7% | -$1.02万 | 减仓 |
| T | AT&T INC | $147.74万 | 0.09% | 71,371 | -3,357 | -4.5% | -$6.95万 | 减仓 |
| NLR | VANECK ETF TRUST | $148.77万 | 0.09% | 12,827 | -467 | -3.5% | -$5.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.09% | 2 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $150.24万 | 0.09% | 28,025 | 258 | 0.9% | $1.38万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $150.75万 | 0.09% | 19,731 | -176 | -0.9% | -$1.34万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $153.23万 | 0.09% | 47,929 | 590 | 1.2% | $1.89万 | 加仓 |
| PAYX | PAYCHEX INC | $154.36万 | 0.10% | 15,699 | 1,473 | 10.4% | $14.48万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $154.83万 | 0.10% | 31,418 | 9,752 | 45.0% | $48.06万 | 加仓 |
| WSO | WATSCO INC | $155.69万 | 0.10% | 3,736 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $157.28万 | 0.10% | 17,704 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $158.96万 | 0.10% | 5,244 | 1,669 | 46.7% | $50.59万 | 加仓 |
| IVV | ISHARES TR | $161.38万 | 0.10% | 2,155 | 41 | 1.9% | $3.07万 | 加仓 |
| BA | BOEING CO | $161.64万 | 0.10% | 7,467 | -53 | -0.7% | -$1.15万 | 减仓 |
| IEF | ISHARES TR | $164.76万 | 0.10% | 17,422 | 1,655 | 10.5% | $15.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $165.75万 | 0.10% | 42,142 | 278 | 0.7% | $1.09万 | 加仓 |
| EFA | ISHARES TR | $166.93万 | 0.10% | 16,069 | 13,723 | 585.0% | $142.56万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $167.72万 | 0.10% | 41,712 | 3,530 | 9.2% | $14.19万 | 加仓 |
| IEFA | ISHARES TR | $168.11万 | 0.10% | 17,406 | 8,410 | 93.5% | $81.22万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $171.04万 | 0.11% | 3,274 | 204 | 6.6% | $10.66万 | 加仓 |
| ACWI | ISHARES TR | $171.79万 | 0.11% | 10,944 | 0 | 0.0% | — | 不变 |
| FDV | FEDERATED HERMES ETF TRUST | $171.88万 | 0.11% | 54,755 | 35,111 | 178.7% | $110.21万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $172.60万 | 0.11% | 39,973 | -5,146 | -11.4% | -$22.22万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $172.95万 | 0.11% | 48,426 | -926 | -1.9% | -$3.31万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $172.97万 | 0.11% | 34,680 | 2,526 | 7.9% | $12.60万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $173.97万 | 0.11% | 34,525 | 27,910 | 421.9% | $140.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $175.34万 | 0.11% | 19,978 | -627 | -3.0% | -$5.50万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $175.42万 | 0.11% | 82,356 | 511 | 0.6% | $1.09万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $177.32万 | 0.11% | 31,519 | -151 | -0.5% | -$8,495 | 减仓 |
| IWMI | NEOS ETF TRUST | $177.46万 | 0.11% | 33,157 | 3,650 | 12.4% | $19.53万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $177.81万 | 0.11% | 13,883 | -259 | -1.8% | -$3.32万 | 减仓 |
| QCOM | QUALCOMM INC | $178.11万 | 0.11% | 9,638 | -1,355 | -12.3% | -$25.04万 | 减仓 |
| COWZ | PACER FDS TR | $181.00万 | 0.11% | 29,100 | -247 | -0.8% | -$1.54万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $182.41万 | 0.11% | 13,689 | 6,006 | 78.2% | $80.03万 | 加仓 |
| NFLX | NETFLIX INC. | $183.33万 | 0.11% | 25,677 | 2,658 | 11.5% | $18.98万 | 加仓 |
| BLK | BLACKROCK INC | $183.97万 | 0.11% | 1,913 | 11 | 0.6% | $1.06万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $186.03万 | 0.11% | 84,638 | 84,638 | — | $186.03万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $189.36万 | 0.12% | 151,244 | -9,419 | -5.9% | -$11.79万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $189.63万 | 0.12% | 32,911 | 141 | 0.4% | $8,124 | 加仓 |
| IDVO | AMPLIFY ETF TR | $189.90万 | 0.12% | 45,214 | 3,045 | 7.2% | $12.79万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $193.47万 | 0.12% | 33,117 | 175 | 0.5% | $1.02万 | 加仓 |
| RTX | RTX CORPORATION | $198.13万 | 0.12% | 10,443 | 1,050 | 11.2% | $19.92万 | 加仓 |
| GE | GE AEROSPACE | $198.93万 | 0.12% | 5,323 | -2,637 | -33.1% | -$98.55万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $199.60万 | 0.12% | 3,886 | 134 | 3.6% | $6.88万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $199.84万 | 0.12% | 90,466 | 4 | 0.0% | $88 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $201.15万 | 0.12% | 43,948 | 1,072 | 2.5% | $4.91万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $201.42万 | 0.12% | 28,724 | 770 | 2.8% | $5.40万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $202.97万 | 0.13% | 21,611 | 614 | 2.9% | $5.77万 | 加仓 |
| FDUS | FIDUS INVT CORP | $204.00万 | 0.13% | 106,974 | 1,854 | 1.8% | $3.54万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $205.63万 | 0.13% | 46,229 | 9,340 | 25.3% | $41.54万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $216.35万 | 0.13% | 130,920 | -10,200 | -7.2% | -$16.86万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $218.20万 | 0.13% | 59,359 | 3,299 | 5.9% | $12.13万 | 加仓 |
| UPSD | ETF SER SOLUTIONS | $219.97万 | 0.14% | 78,003 | 73,191 | 1,521.0% | $206.40万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $220.56万 | 0.14% | 21,541 | -201 | -0.9% | -$2.06万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $220.97万 | 0.14% | 60,940 | 1,968 | 3.3% | $7.14万 | 加仓 |
| GEV | GE VERNOVA INC | $227.46万 | 0.14% | 1,936 | -532 | -21.6% | -$62.50万 | 减仓 |
| AIPO | TIDAL TRUST II | $228.85万 | 0.14% | 68,497 | 36,977 | 117.3% | $123.54万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $229.64万 | 0.14% | 87,817 | -12,989 | -12.9% | -$33.97万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $229.89万 | 0.14% | 38,761 | 7,648 | 24.6% | $45.36万 | 加仓 |
| SO | SOUTHERN CO | $232.22万 | 0.14% | 24,263 | 13 | 0.1% | $1,244 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $232.99万 | 0.14% | 46,137 | -524 | -1.1% | -$2.65万 | 减仓 |
| SOXX | ISHARES TR | $233.40万 | 0.14% | 3,643 | -218 | -5.6% | -$13.97万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $235.64万 | 0.15% | 28,136 | 4,493 | 19.0% | $37.63万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $237.79万 | 0.15% | 6,973 | 91 | 1.3% | $3.10万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $238.31万 | 0.15% | 133,281 | 3,219 | 2.5% | $5.76万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $242.62万 | 0.15% | 22,102 | 11,691 | 112.3% | $128.33万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $242.85万 | 0.15% | 48,784 | 379 | 0.8% | $1.89万 | 加仓 |
| IUSB | ISHARES TR | $243.43万 | 0.15% | 52,748 | 7,822 | 17.4% | $36.10万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $246.52万 | 0.15% | 92,173 | 92,173 | — | $246.52万 | 新建仓 |
| PEP | PEPSICO INC | $247.56万 | 0.15% | 18,283 | 37 | 0.2% | $5,010 | 加仓 |
| MCD | MCDONALDS CORP | $251.41万 | 0.16% | 9,301 | 1,568 | 20.3% | $42.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $251.89万 | 0.16% | 21,590 | -1,418 | -6.2% | -$16.54万 | 减仓 |
| — | PROSHARES TR | $252.63万 | 0.16% | 37,577 | 1,379 | 3.8% | $9.27万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $255.21万 | 0.16% | 52,052 | 3,334 | 6.8% | $16.35万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $258.86万 | 0.16% | 16,315 | -8,503 | -34.3% | -$134.91万 | 减仓 |
| WFC | WELLS FARGO & CO | $261.56万 | 0.16% | 31,650 | 14,423 | 83.7% | $119.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $264.15万 | 0.16% | 78,058 | 3,178 | 4.2% | $10.75万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $265.08万 | 0.16% | 31,007 | 229 | 0.7% | $1.96万 | 加仓 |
| INTC | INTEL CORP | $266.85万 | 0.16% | 19,112 | -8,126 | -29.8% | -$113.46万 | 减仓 |
| PTLC | PACER FDS TR | $270.58万 | 0.17% | 46,444 | 548 | 1.2% | $3.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $272.00万 | 0.17% | 11,495 | -227 | -1.9% | -$5.37万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $273.09万 | 0.17% | 29,597 | 826 | 2.9% | $7.62万 | 加仓 |
| ETN | EATON CORP PLC | $274.25万 | 0.17% | 6,436 | 349 | 5.7% | $14.87万 | 加仓 |