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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $767.56万 | 0.47% | 11,176 | 4,496 | 67.3% | $308.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $814.44万 | 0.50% | 22,009 | -624 | -2.8% | -$23.09万 | 减仓 |
| GOOGL | ALPHABET INC | $867.87万 | 0.54% | 24,285 | 1,453 | 6.4% | $51.93万 | 加仓 |
| SGOV | ISHARES TR | $868.50万 | 0.54% | 86,272 | -458 | -0.5% | -$4.61万 | 减仓 |
| GLD | SPDR GOLD TR | $870.61万 | 0.54% | 23,633 | -2,666 | -10.1% | -$98.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $879.22万 | 0.54% | 17,571 | 654 | 3.9% | $32.72万 | 加仓 |
| ABBV | ABBVIE INC | $882.64万 | 0.54% | 35,075 | -11,302 | -24.4% | -$284.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $893.44万 | 0.55% | 110,890 | -2,622 | -2.3% | -$21.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $906.97万 | 0.56% | 15,613 | -11,959 | -43.4% | -$694.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $908.64万 | 0.56% | 35,778 | -952 | -2.6% | -$24.18万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $923.34万 | 0.57% | 178,631 | 22,502 | 14.4% | $116.31万 | 加仓 |
| META | META PLATFORMS INC | $946.74万 | 0.58% | 16,807 | -345 | -2.0% | -$19.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $971.48万 | 0.60% | 29,679 | 2,280 | 8.3% | $74.63万 | 加仓 |
| LLY | ELI LILLY & CO | $1,043.16万 | 0.64% | 8,697 | 166 | 1.9% | $19.91万 | 加仓 |
| IJR | ISHARES TR | $1,057.79万 | 0.65% | 71,323 | 7,007 | 10.9% | $103.92万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $1,076.44万 | 0.66% | 115,582 | 1,230 | 1.1% | $11.46万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,093.32万 | 0.67% | 86,374 | 1,234 | 1.4% | $15.62万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,109.98万 | 0.69% | 242,885 | -5,872 | -2.4% | -$26.83万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,116.10万 | 0.69% | 71,112 | 69,056 | 3,358.8% | $1,083.83万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,127.04万 | 0.70% | 150,473 | -110,506 | -42.3% | -$827.69万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,146.74万 | 0.71% | 476,813 | 6,836 | 1.5% | $16.44万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,179.51万 | 0.73% | 322,889 | 50,931 | 18.7% | $186.05万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,193.32万 | 0.74% | 205,037 | -521 | -0.3% | -$3.03万 | 减仓 |
| MINT | PIMCO ETF TR | $1,225.01万 | 0.76% | 121,516 | 28,214 | 30.2% | $284.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,261.90万 | 0.78% | 17,136 | 527 | 3.2% | $38.81万 | 加仓 |
| QUAL | ISHARES TR | $1,269.25万 | 0.78% | 57,843 | 18 | 0.0% | $3,950 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,290.24万 | 0.80% | 216,011 | 1,773 | 0.8% | $10.59万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,308.26万 | 0.81% | 246,423 | 16,780 | 7.3% | $89.09万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,347.48万 | 0.83% | 63,330 | -8,039 | -11.3% | -$171.05万 | 减仓 |
| AVGO | BROADCOM INC | $1,672.96万 | 1.03% | 44,287 | 246 | 0.6% | $9.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,783.50万 | 1.10% | 47,812 | 5,538 | 13.1% | $206.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,820.01万 | 1.12% | 24,372 | 10,631 | 77.4% | $793.89万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,881.66万 | 1.16% | 756,295 | -57,303 | -7.0% | -$142.57万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,902.61万 | 1.17% | 355,627 | -25,220 | -6.6% | -$134.93万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,022.63万 | 1.25% | 358,114 | 63,691 | 21.6% | $359.73万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,093.92万 | 1.29% | 414,063 | -2,138 | -0.5% | -$10.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,180.94万 | 1.35% | 253,186 | 104,662 | 70.5% | $901.56万 | 加仓 |
| QQQI | NEOS ETF TRUST | $2,349.37万 | 1.45% | 413,694 | 41,222 | 11.1% | $234.10万 | 加仓 |
| GOOG | ALPHABET INC | $2,596.19万 | 1.60% | 73,478 | 321 | 0.4% | $11.34万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,614.01万 | 1.61% | 119,947 | 646 | 0.5% | $14.08万 | 加仓 |
| AMZN | AMAZON COM INC | $2,739.63万 | 1.69% | 114,946 | 1,995 | 1.8% | $47.55万 | 加仓 |
| AAPL | APPLE INC | $3,736.77万 | 2.31% | 129,139 | 3,421 | 2.7% | $98.99万 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,046.86万 | 3.11% | 550,727 | -58,411 | -9.6% | -$535.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,563.68万 | 3.43% | 278,059 | 3,928 | 1.4% | $78.60万 | 加仓 |