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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $275.51万 | 0.17% | 2,945 | 153 | 5.5% | $14.31万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $276.75万 | 0.17% | 65,597 | 61,872 | 1,661.0% | $261.04万 | 加仓 |
| O | REALTY INCOME CORP | $277.86万 | 0.17% | 44,846 | -1,347 | -2.9% | -$8.35万 | 减仓 |
| QDPL | PACER FDS TR | $280.46万 | 0.17% | 62,229 | -6,090 | -8.9% | -$27.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $280.52万 | 0.17% | 5,874 | -130 | -2.2% | -$6.21万 | 减仓 |
| CSCO | CISCO SYS INC | $285.14万 | 0.18% | 24,275 | 215 | 0.9% | $2.53万 | 加仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $285.83万 | 0.18% | 79,641 | 67 | 0.1% | $2,405 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $289.99万 | 0.18% | 48,582 | 36,632 | 306.5% | $218.66万 | 加仓 |
| USMV | ISHARES TR | $295.40万 | 0.18% | 30,624 | -331 | -1.1% | -$3.19万 | 减仓 |
| IEI | ISHARES TR | $295.62万 | 0.18% | 25,170 | 4,829 | 23.7% | $56.72万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $297.25万 | 0.18% | 124,634 | 2,008 | 1.6% | $4.79万 | 加仓 |
| KO | COCA COLA CO | $297.96万 | 0.18% | 36,663 | 34 | 0.1% | $2,763 | 加仓 |
| ADME | ETF SER SOLUTIONS | $298.97万 | 0.18% | 53,727 | 52,320 | 3,718.6% | $291.14万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $299.99万 | 0.19% | 3,931 | -92 | -2.3% | -$7.02万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $301.21万 | 0.19% | 59,247 | -6,055 | -9.3% | -$30.78万 | 减仓 |
| SSO | PROSHARES TR | $302.57万 | 0.19% | 44,905 | -2,483 | -5.2% | -$16.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $305.03万 | 0.19% | 7,039 | -8 | -0.1% | -$3,467 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $305.57万 | 0.19% | 20,139 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $306.42万 | 0.19% | 3,030 | -26 | -0.9% | -$2.63万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $310.45万 | 0.19% | 238,624 | 10,227 | 4.5% | $13.31万 | 加仓 |
| MS | MORGAN STANLEY | $310.74万 | 0.19% | 14,865 | 188 | 1.3% | $3.93万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $310.97万 | 0.19% | 4,421 | 813 | 22.5% | $57.19万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $313.69万 | 0.19% | 66,459 | 15,894 | 31.4% | $75.02万 | 加仓 |
| AMGN | AMGEN INC | $320.31万 | 0.20% | 8,846 | -1,441 | -14.0% | -$52.18万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $325.66万 | 0.20% | 78,948 | 6,396 | 8.8% | $26.38万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $329.16万 | 0.20% | 3,411 | -222 | -6.1% | -$21.42万 | 减仓 |
| KLAC | KLA CORP | $334.06万 | 0.21% | 11,072 | -448 | -3.9% | -$13.52万 | 减仓 |
| DUBS | ETF SER SOLUTIONS | $339.31万 | 0.21% | 81,477 | 79,265 | 3,583.4% | $330.10万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $339.80万 | 0.21% | 78,767 | 5,341 | 7.3% | $23.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $341.71万 | 0.21% | 6,707 | -152 | -2.2% | -$7.74万 | 减仓 |
| AMAT | APPLIED MATLS INC | $345.73万 | 0.21% | 4,782 | 240 | 5.3% | $17.35万 | 加仓 |
| ENB | ENBRIDGE INC | $345.75万 | 0.21% | 63,779 | -917 | -1.4% | -$4.97万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $348.96万 | 0.22% | 82,419 | -796 | -1.0% | -$3.37万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $353.71万 | 0.22% | 43,636 | 12,681 | 41.0% | $102.79万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $363.47万 | 0.22% | 40,453 | 2,863 | 7.6% | $25.72万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $366.74万 | 0.23% | 66,668 | 13,198 | 24.7% | $72.60万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $369.15万 | 0.23% | 12,392 | -1,642 | -11.7% | -$48.91万 | 减仓 |
| MTUM | ISHARES TR | $370.87万 | 0.23% | 10,818 | 92 | 0.9% | $3.15万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $374.00万 | 0.23% | 70,420 | -10,116 | -12.6% | -$53.73万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $374.89万 | 0.23% | 36,319 | -2,260 | -5.9% | -$23.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $375.09万 | 0.23% | 52,132 | 1,241 | 2.4% | $8.93万 | 加仓 |
| IWM | ISHARES TR | $376.43万 | 0.23% | 12,529 | -23,388 | -65.1% | -$702.68万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $377.49万 | 0.23% | 71,603 | 31 | 0.0% | $1,634 | 加仓 |
| VPU | VANGUARD WORLD FD | $381.03万 | 0.24% | 19,467 | 931 | 5.0% | $18.22万 | 加仓 |
| MRK | MERCK & CO INC | $385.34万 | 0.24% | 29,988 | 1,464 | 5.1% | $18.81万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $393.86万 | 0.24% | 53,134 | 319 | 0.6% | $2.36万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $394.35万 | 0.24% | 21,798 | 706 | 3.3% | $12.77万 | 加仓 |
| IWF | ISHARES TR | $397.00万 | 0.24% | 31,972 | 22,368 | 232.9% | $277.74万 | 加仓 |
| TSLA | TESLA INC | $406.09万 | 0.25% | 9,655 | 105 | 1.1% | $4.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $406.81万 | 0.25% | 24,542 | -1,374 | -5.3% | -$22.78万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $412.16万 | 0.25% | 246,800 | -2,016 | -0.8% | -$3.37万 | 减仓 |
| HEFA | ISHARES TR | $418.54万 | 0.26% | 89,194 | -8,135 | -8.4% | -$38.17万 | 减仓 |
| D | DOMINION ENERGY INC | $423.68万 | 0.26% | 62,041 | 1,429 | 2.4% | $9.76万 | 加仓 |
| HD | HOME DEPOT INC | $426.00万 | 0.26% | 12,079 | 353 | 3.0% | $12.45万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $427.66万 | 0.26% | 84,703 | -7,993 | -8.6% | -$40.36万 | 减仓 |
| RY | ROYAL BK CDA | $434.36万 | 0.27% | 20,987 | -16 | -0.1% | -$3,311 | 减仓 |
| TFC | TRUIST FINL CORP | $456.89万 | 0.28% | 91,708 | -1,508 | -1.6% | -$7.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $458.57万 | 0.28% | 64,361 | 41,851 | 185.9% | $298.19万 | 加仓 |
| MOAT | VANECK ETF TRUST | $461.82万 | 0.29% | 44,423 | -4,382 | -9.0% | -$45.56万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $463.43万 | 0.29% | 101,541 | -1,108 | -1.1% | -$5.06万 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $463.67万 | 0.29% | 168,701 | 163,395 | 3,079.4% | $449.09万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $464.97万 | 0.29% | 43,253 | 623 | 1.5% | $6.70万 | 加仓 |
| PFE | PFIZER INC | $481.79万 | 0.30% | 200,077 | -1,545 | -0.8% | -$3.72万 | 减仓 |
| IMTM | ISHARES TR | $481.90万 | 0.30% | 90,362 | 17,903 | 24.7% | $95.48万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $493.06万 | 0.30% | 72,981 | 7,131 | 10.8% | $48.18万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $493.54万 | 0.30% | 80,303 | 4,881 | 6.5% | $30.00万 | 加仓 |
| LOW | LOWES COS INC | $496.17万 | 0.31% | 22,503 | 446 | 2.0% | $9.83万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $498.78万 | 0.31% | 17,737 | -1,922 | -9.8% | -$54.05万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $504.22万 | 0.31% | 26,466 | 5,228 | 24.6% | $99.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $507.05万 | 0.31% | 12,199 | -66 | -0.5% | -$2.74万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $507.24万 | 0.31% | 4,394 | -483 | -9.9% | -$55.76万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $510.01万 | 0.31% | 160,835 | 14,339 | 9.8% | $45.47万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $512.27万 | 0.32% | 174,242 | -12,093 | -6.5% | -$35.55万 | 减仓 |
| — | EXXON MOBIL CORP | $523.11万 | 0.32% | 38,262 | -10,031 | -20.8% | -$137.14万 | 减仓 |
| BAC | BANK OF AMER CORP | $528.11万 | 0.33% | 92,684 | -109 | -0.1% | -$6,211 | 减仓 |
| IEMG | ISHARES INC | $545.36万 | 0.34% | 65,833 | 58,710 | 824.2% | $486.35万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $545.90万 | 0.34% | 75,213 | 323 | 0.4% | $2.34万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $548.81万 | 0.34% | 81,209 | 12,199 | 17.7% | $82.44万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $556.19万 | 0.34% | 193,456 | 192,502 | 20,178.4% | $553.44万 | 加仓 |
| GOVT | ISHARES TR | $562.65万 | 0.35% | 246,995 | 11,483 | 4.9% | $26.16万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $564.50万 | 0.35% | 63,299 | 206 | 0.3% | $1.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $565.77万 | 0.35% | 38,582 | 769 | 2.0% | $11.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $569.47万 | 0.35% | 136,464 | 22,190 | 19.4% | $92.60万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $582.78万 | 0.36% | 141,795 | 16,939 | 13.6% | $69.62万 | 加仓 |
| NOBL | PROSHARES TR | $600.98万 | 0.37% | 107,012 | 750 | 0.7% | $4.21万 | 加仓 |
| CSHI | NEOS ETF TRUST | $601.85万 | 0.37% | 120,829 | -4,104 | -3.3% | -$20.44万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $603.00万 | 0.37% | 68,616 | 11,007 | 19.1% | $96.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $605.27万 | 0.37% | 73,832 | -2,876 | -3.7% | -$23.58万 | 减仓 |
| CAT | CATERPILLAR INC | $613.40万 | 0.38% | 5,760 | 276 | 5.0% | $29.39万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $617.79万 | 0.38% | 180,271 | 11,043 | 6.5% | $37.84万 | 加仓 |
| DGRW | WISDOMTREE TR | $633.97万 | 0.39% | 66,301 | 38 | 0.1% | $3,634 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $638.13万 | 0.39% | 76,818 | 2,888 | 3.9% | $23.99万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $640.73万 | 0.40% | 114,580 | 114,580 | — | $640.73万 | 新建仓 |
| USFR | WISDOMTREE TR | $644.13万 | 0.40% | 127,931 | -1,765 | -1.4% | -$8.89万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $644.52万 | 0.40% | 40,784 | 3,458 | 9.3% | $54.65万 | 加仓 |
| V | VISA INC | $682.49万 | 0.42% | 19,892 | 459 | 2.4% | $15.75万 | 加仓 |
| WMT | WALMART INC | $710.57万 | 0.44% | 62,738 | 9,066 | 16.9% | $102.68万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $723.11万 | 0.45% | 156,720 | 154,438 | 6,767.7% | $712.58万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $756.93万 | 0.47% | 166,944 | 3,182 | 1.9% | $14.43万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $758.42万 | 0.47% | 397,911 | 321,221 | 418.9% | $612.25万 | 加仓 |