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
TAN INVESCO EXCH TRADED FD TR II $2,2410.00%40 00.0% — 不变
AGZ ISHARES TR $2,3040.00%21 00.0% — 不变
LGLV SPDR SERIES TRUST $2,3150.00%13 -4-23.5% -$712 减仓
HYGH ISHARES U S ETF TR $2,3970.00%28 00.0% — 不变
ICF ISHARES TR $2,4760.00%40 00.0% — 不变
— INNOVATOR ETFS TRUST $2,4830.00%91 91— $2,483 新建仓
— INNOVATOR ETFS TRUST $2,4840.00%98 98— $2,484 新建仓
— INNOVATOR ETFS TRUST $2,4870.00%90 90— $2,487 新建仓
— INNOVATOR ETFS TRUST $2,4960.00%97 00.0% — 不变
SPHB INVESCO EXCH TRADED FD TR II $2,5510.00%22 00.0% — 不变
SMMV ISHARES TR $2,6610.00%61 00.0% — 不变
BJUN INNOVATOR ETFS TRUST $2,7750.00%60 -495-89.2% -$2.29万 减仓
DIVI FRANKLIN TEMPLETON ETF TR $2,7870.00%70 00.0% — 不变
RWO SPDR INDEX SHS FDS $3,0210.00%66 00.0% — 不变
TRUT VANECK ETF TRUST $3,0390.00%127 127— $3,039 新建仓
FIIG FIRST TR EXCHANGE-TRADED FD $3,1130.00%150 106240.9% $2,200 加仓
IYZ ISHARES TR $3,1460.00%80 00.0% — 不变
XYLD GLOBAL X FDS $3,2480.00%83 00.0% — 不变
— ELEVATION SERIES TRUST $3,3190.00%93 00.0% — 不变
EPP ISHARES INC $3,3480.00%63 00.0% — 不变
ESGE ISHARES INC $3,3650.00%74 -8-9.8% -$364 减仓
— FIRST TR EXCHNG TRADED FD VI $3,4920.00%300 9042.9% $1,048 加仓
— VANECK ETF TRUST $3,5360.00%95 3046.2% $1,117 加仓
SPGP INVESCO EXCHANGE TRADED FD T $3,5370.00%33 -60-64.5% -$6,431 减仓
JMEE J P MORGAN EXCHANGE TRADED F $3,5780.00%54 00.0% — 不变
YYY AMPLIFY ETF TR $3,6400.00%330 00.0% — 不变
— ISHARES TR $3,6540.00%100 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $3,7070.00%46 00.0% — 不变
— TIDAL TRUST II $3,7610.00%135 00.0% — 不变
POCT INNOVATOR ETFS TRUST $3,7940.00%88 -2,026-95.8% -$8.73万 减仓
— AMPLIFY ETF TR $3,7980.00%165 00.0% — 不变
IGSB ISHARES TR $3,8890.00%74 00.0% — 不变
VIOV VANGUARD ADMIRAL FDS INC $3,8900.00%38 00.0% — 不变
TGRW T ROWE PRICE ETF INC $4,0500.00%100 00.0% — 不变
THRO BLACKROCK ETF TRUST $4,1290.00%114 114— $4,129 新建仓
VPL VANGUARD INTL EQUITY INDEX F $4,2020.00%43 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $4,4120.00%228 228— $4,412 新建仓
SPIP SPDR SERIES TRUST $4,4220.00%170 -376-68.9% -$9,780 减仓
EBND SPDR SERIES TRUST $4,5300.00%219 00.0% — 不变
— RBB FD INC $4,5490.00%161 00.0% — 不变
JETS ETF SER SOLUTIONS $4,5930.00%186 -10-5.1% -$247 减仓
FXN FIRST TR EXCHANGE-TRADED FD $4,6150.00%205 00.0% — 不变
— BANK AMERICA CORP $4,7660.00%4 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $4,8360.00%57 00.0% — 不变
AUSF GLOBAL X FDS $4,9420.00%102 11.0% $48 加仓
FCOM FIDELITY COVINGTON TRUST $5,0410.00%74 00.0% — 不变
SMMU PIMCO ETF TR $5,0450.00%100 00.0% — 不变
DGT SPDR SERIES TRUST $5,0860.00%30 00.0% — 不变
EFG ISHARES TR $5,6800.00%51 00.0% — 不变
— NEOS ETF TRUST $5,6870.00%100 100— $5,687 新建仓
ARKF ARK ETF TR $5,7020.00%150 -5-3.2% -$190 减仓
FMAT FIDELITY COVINGTON TRUST $5,7640.00%100 00.0% — 不变
IGEB ISHARES TR $5,8930.00%131 10.8% $45 加仓
DLS WISDOMTREE TR $5,9500.00%73 -33-31.1% -$2,690 减仓
FXR FIRST TR EXCHANGE-TRADED FD $6,1220.00%75 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6,1930.00%151 00.0% — 不变
SCHY SCHWAB STRATEGIC TR $6,3320.00%200 00.0% — 不变
PDN INVESCO EXCH TRADED FD TR II $6,5490.00%151 00.0% — 不变
JGRO J P MORGAN EXCHANGE TRADED F $6,7620.00%80 80— $6,762 新建仓
BWX SPDR SERIES TRUST $6,7830.00%309 51.6% $110 加仓
IFLN INVESCO EXCH TRADED FD TR II $6,7970.00%379 51.3% $90 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $6,8980.00%144 00.0% — 不变
DFEB FIRST TR EXCHNG TRADED FD VI $6,9160.00%146 00.0% — 不变
VCR VANGUARD WORLD FD $7,1810.00%20 -2-9.1% -$718 减仓
— INNOVATOR ETFS TRUST $7,1880.00%258 258— $7,188 新建仓
AGGY WISDOMTREE TR $7,3870.00%170 -31-15.4% -$1,347 减仓
EWW ISHARES INC $7,5230.00%100 00.0% — 不变
EEMS ISHARES INC $7,6100.00%110 00.0% — 不变
IVLU ISHARES TR $7,6190.00%192 -62-24.4% -$2,460 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $7,6290.00%364 164.6% $335 加仓
XTWY BONDBLOXX ETF TRUST $7,6310.00%203 203— $7,631 新建仓
— INNOVATOR ETFS TRUST $7,6390.00%272 272— $7,639 新建仓
— ELEVATION SERIES TRUST $7,6830.00%181 00.0% — 不变
— TIDAL TRUST II $7,7200.00%200 00.0% — 不变
— INNOVATOR ETFS TRUST $7,7810.00%261 261— $7,781 新建仓
DFAX DIMENSIONAL ETF TRUST $7,8130.00%230 00.0% — 不变
DGRS WISDOMTREE TR $7,8380.00%148 00.0% — 不变
RPV INVESCO EXCHANGE TRADED FD T $7,8390.00%73 73— $7,839 新建仓
GVI ISHARES TR $7,8940.00%74 68.8% $640 加仓
COMT ISHARES U S ETF TR $8,0130.00%237 237— $8,013 新建仓
— ALPS ETF TR $8,0250.00%97 00.0% — 不变
EXI ISHARES TR $8,1450.00%45 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $8,2020.00%250 00.0% — 不变
SPMB SPDR SERIES TRUST $8,3070.00%371 -61-14.1% -$1,366 减仓
IHAK ISHARES TR $8,7370.00%200 00.0% — 不变
ISCF ISHARES TR $8,7760.00%210 210— $8,776 新建仓
SLQD ISHARES TR $8,8360.00%175 -200-53.3% -$1.01万 减仓
— PACER FDS TR $8,8640.00%202 00.0% — 不变
HAP VANECK ETF TRUST $9,0590.00%125 00.0% — 不变
HYEM VANECK ETF TRUST $9,0760.00%460 00.0% — 不变
— NEOS ETF TRUST $9,1600.00%278 7235.0% $2,372 加仓
ARGT GLOBAL X FDS $9,3320.00%100 00.0% — 不变
USRT ISHARES TR $9,3520.00%158 -134-45.9% -$7,931 减仓
INDA ISHARES TR $9,3680.00%200 00.0% — 不变
— VANECK ETF TRUST $9,3920.00%300 00.0% — 不变
— PACER FDS TR $9,6670.00%400 4312.0% $1,039 加仓
AVLV AMERICAN CENTY ETF TR $9,6730.00%120 120— $9,673 新建仓
CGIB CAPITAL GRP FIXED INCM ETF T $9,6900.00%384 384— $9,690 新建仓
IXJ ISHARES TR $9,7280.00%104 00.0% — 不变
DXJ WISDOMTREE TR $9,8320.00%62 62— $9,832 新建仓