13F 机构持仓

Capital Investment Advisory Services, LLC

RALEIGH NC · SEC CIK 0001659203

2026Q22026Q1 更早 9 个季度 🔒
$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
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

NVDA 3.4%
BIL 3.1%
AAPL 2.3%
AMZN 1.7%
VTV 1.6%
GOOG 1.6%
QQQI 1.4%
VUG 1.3%
JPST 1.3%
JEPI 1.2%

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
SMMV ISHARES TR $2,8080.00%61 00.0% — 不变
BJUN INNOVATOR ETFS TRUST $2,9210.00%60 00.0% — 不变
— ALPS ETF TR $2,9430.00%110 110— $2,943 新建仓
— VANECK ETF TRUST $2,9620.00%33 33— $2,962 新建仓
FIIG FIRST TR EXCHANGE-TRADED FD $3,1480.00%152 21.3% $41 加仓
RWO SPDR INDEX SHS FDS $3,2810.00%66 00.0% — 不变
EPP ISHARES INC $3,3550.00%63 00.0% — 不变
IYZ ISHARES TR $3,3850.00%80 00.0% — 不变
XYLD GLOBAL X FDS $3,3860.00%83 00.0% — 不变
XAR SPDR SERIES TRUST $3,4050.00%12 -5,101-99.8% -$144.74万 减仓
FLIN FRANKLIN TEMPLETON ETF TR $3,5570.00%100 100— $3,557 新建仓
ESGE ISHARES INC $3,6100.00%66 -8-10.8% -$438 减仓
— ELEVATION SERIES TRUST $3,7120.00%93 00.0% — 不变
HYGV FLEXSHARES TR $3,7310.00%93 93— $3,731 新建仓
YYY AMPLIFY ETF TR $3,8050.00%330 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3,8280.00%337 3712.3% $420 加仓
CORO BLACKROCK ETF TRUST $3,9160.00%107 107— $3,916 新建仓
AVLV AMERICAN CENTY ETF TR $3,9220.00%43 -77-64.2% -$7,023 减仓
VOX VANGUARD WORLD FD $4,0470.00%22 1083.3% $1,840 加仓
POCT INNOVATOR ETFS TRUST $4,1300.00%89 11.1% $46 加仓
FXN FIRST TR EXCHANGE-TRADED FD $4,1640.00%206 10.5% $20 加仓
FPXI FIRST TR EXCHANGE-TRADED FD $4,1870.00%50 50— $4,187 新建仓
— AMPLIFY ETF TR $4,2490.00%165 00.0% — 不变
SPIP SPDR SERIES TRUST $4,3660.00%170 00.0% — 不变
EBND SPDR SERIES TRUST $4,6230.00%221 20.9% $42 加仓
TGRW T ROWE PRICE EXCHANGE-TRADED $4,7720.00%100 00.0% — 不变
ARKW ARK ETF TR $4,7800.00%33 33— $4,780 新建仓
— ISHARES TR $4,8130.00%100 00.0% — 不变
SDIV GLOBAL X FDS $4,8880.00%200 200— $4,888 新建仓
— INNOVATOR ETFS TRUST $4,9490.00%156 156— $4,949 新建仓
— RBB FD INC $4,9510.00%161 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $4,9750.00%43 00.0% — 不变
— BANK OF AMER CORP $5,0180.00%4 00.0% — 不变
AUSF GLOBAL X FDS $5,0270.00%103 11.0% $49 加仓
SMMU PIMCO ETF TR $5,0500.00%100 00.0% — 不变
FCOM FIDELITY COVINGTON TRUST $5,1420.00%74 00.0% — 不变
DGT SPDR SERIES TRUST $5,5440.00%30 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $5,5970.00%242 -286-54.2% -$6,615 减仓
— CAPITAL GRP FIXED INCM ETF T $5,6490.00%223 223— $5,649 新建仓
FMAT FIDELITY COVINGTON TRUST $5,8510.00%100 00.0% — 不变
JETS ETF SER SOLUTIONS $5,8630.00%176 -10-5.4% -$333 减仓
IGEB ISHARES TR $5,9760.00%132 10.8% $45 加仓
— FIRST TR EXCHNG TRADED FD VI $6,1760.00%158 -642-80.2% -$2.51万 减仓
SCHY SCHWAB STRATEGIC TR $6,3460.00%200 00.0% — 不变
XLB SELECT SECTOR SPDR TR $6,3750.00%125 -869-87.4% -$4.43万 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $6,5950.00%110 -373-77.2% -$2.24万 减仓
IAPR INNOVATOR ETFS TRUST $6,6420.00%200 -209-51.1% -$6,941 减仓
— CALAMOS ETF TR $6,6440.00%302 302— $6,644 新建仓
BWX SPDR SERIES TRUST $6,6770.00%308 -1-0.3% -$22 减仓
PDN INVESCO EXCH TRADED FD TR II $6,7920.00%151 00.0% — 不变
IFLN INVESCO EXCH TRADED FD TR II $7,0420.00%385 61.6% $110 加仓
AGGY WISDOMTREE TR $7,0870.00%163 -7-4.1% -$304 减仓
— NEOS ETF TRUST $7,1140.00%301 238.3% $544 加仓
— FIRST TR EXCHNG TRADED FD VI $7,2470.00%178 -721-80.2% -$2.94万 减仓
THRO BLACKROCK ETF TRUST $7,2860.00%169 5548.2% $2,371 加仓
DFEB FIRST TR EXCHNG TRADED FD VI $7,3720.00%146 00.0% — 不变
GJUN FIRST TR EXCHNG TRADED FD VI $7,5790.00%184 -745-80.2% -$3.07万 减仓
DNOV FIRST TR EXCHNG TRADED FD VI $7,6000.00%148 42.8% $205 加仓
EIDO ISHARES TR $7,6570.00%677 00.0% — 不变
EFG ISHARES TR $7,7140.00%62 1121.6% $1,369 加仓
DFAX DIMENSIONAL ETF TRUST $7,8470.00%213 -17-7.4% -$626 减仓
PICK ISHARES INC $7,8590.00%135 135— $7,859 新建仓
PSK SPDR SERIES TRUST $7,8770.00%258 -453-63.7% -$1.38万 减仓
— INVESCO EXCH TRADED FD TR II $7,8810.00%151 00.0% — 不变
IVLU ISHARES TR $8,0290.00%192 00.0% — 不变
XTRE BONDBLOXX ETF TRUST $8,0900.00%165 -51-23.6% -$2,501 减仓
— INNOVATOR ETFS TRUST $8,1130.00%258 00.0% — 不变
EWW ISHARES INC $8,1290.00%108 88.0% $602 加仓
IWY ISHARES TR $8,1370.00%28 28— $8,137 新建仓
— INNOVATOR ETFS TRUST $8,1630.00%261 00.0% — 不变
EWU ISHARES TR $8,1670.00%177 177— $8,167 新建仓
PCG PG&E CORP $8,2080.00%488 -93-16.0% -$1,564 减仓
SPMB SPDR SERIES TRUST $8,2100.00%368 -3-0.8% -$67 减仓
EEMS ISHARES INC $8,3480.00%110 00.0% — 不变
KAPR INNOVATOR ETFS TRUST $8,4380.00%212 -300-58.6% -$1.19万 减仓
— INNOVATOR ETFS TRUST $8,4510.00%272 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $8,4610.00%250 00.0% — 不变
— ELEVATION SERIES TRUST $8,5250.00%181 00.0% — 不变
HAP VANECK ETF TRUST $8,5760.00%125 00.0% — 不变
DGRS WISDOMTREE TR $8,7840.00%148 00.0% — 不变
SLQD ISHARES TR $8,8150.00%175 00.0% — 不变
EXI ISHARES TR $9,0230.00%45 00.0% — 不变
ISCF ISHARES TR $9,0910.00%210 00.0% — 不变
ARGT GLOBAL X FDS $9,1300.00%100 00.0% — 不变
— ALPS ETF TR $9,2440.00%97 00.0% — 不变
HYEM VANECK ETF TRUST $9,2510.00%460 00.0% — 不变
IBB ISHARES TR $9,5100.00%50 28127.3% $5,326 重新持有
TFLR T ROWE PRICE EXCHANGE-TRADED $1.01万0.00%200 00.0% — 不变
REMX VANECK ETF TRUST $1.02万0.00%115 115— $1.02万 新建仓
JPME J P MORGAN EXCHANGE TRADED F $1.02万0.00%82 -4-4.7% -$497 减仓
— INVESCO EXCHANGE TRADED FD T $1.02万0.00%302 -240-44.3% -$8,123 减仓
DXJ WISDOMTREE TR $1.02万0.00%59 -3-4.8% -$521 减仓
— NEOS ETF TRUST $1.03万0.00%225 225— $1.03万 新建仓
— PACER FDS TR $1.04万0.00%202 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1.04万0.00%434 434— $1.04万 新建仓
— VANECK ETF TRUST $1.04万0.00%163 6871.6% $4,344 加仓
USRT ISHARES TR $1.05万0.00%158 00.0% — 不变
— VANECK ETF TRUST $1.06万0.00%300 00.0% — 不变
— FEDERATED HERMES ETF TRUST $1.07万0.00%200 200— $1.07万 新建仓
— FIRST TR EXCHANGE-TRADED FD $1.08万0.00%198 198— $1.08万 新建仓