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
JPME J P MORGAN EXCHANGE TRADED F $9,8500.00%86 801,333.3% $9,163 加仓
EWX SPDR INDEX SHS FDS $9,8520.00%149 96.4% $595 加仓
TFLR T ROWE PRICE ETF INC $1.01万0.00%200 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.02万0.00%440 00.0% — 不变
PCG PG&E CORP $1.02万0.00%581 9319.1% $1,634 加仓
— AMPLIFY ETF TR $1.03万0.00%240 00.0% — 不变
IYG ISHARES TR $1.04万0.00%125 125— $1.04万 新建仓
FXL FIRST TR EXCHANGE-TRADED FD $1.06万0.00%67 00.0% — 不变
EIDO ISHARES TR $1.07万0.00%677 00.0% — 不变
XTRE BONDBLOXX ETF TRUST $1.07万0.00%216 113109.7% $5,595 加仓
— INNOVATOR ETFS TRUST $1.08万0.00%568 568— $1.08万 新建仓
— GLOBAL X FDS $1.09万0.00%356 10.3% $30 加仓
DWX SPDR INDEX SHS FDS $1.18万0.00%258 00.0% — 不变
— HARTFORD FDS EXCHANGE TRADED $1.19万0.00%438 00.0% — 不变
MUNI PIMCO ETF TR $1.20万0.00%230 20.9% $104 加仓
— DIMENSIONAL ETF TRUST $1.20万0.00%310 10.3% $39 加仓
— FIRST TR EXCHANGE-TRADED FD $1.21万0.00%200 00.0% — 不变
SPEM SPDR INDEX SHS FDS $1.22万0.00%259 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $1.23万0.00%528 -54-9.3% -$1,254 减仓
XDEC FIRST TR EXCHNG TRADED FD VI $1.25万0.00%309 -104-25.2% -$4,192 减仓
SPBO SPDR SERIES TRUST $1.25万0.00%431 10431.8% $3,019 加仓
FTXL FIRST TR EXCHANGE TRADED FD $1.25万0.00%85 00.0% — 不变
EZU ISHARES INC $1.26万0.00%201 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.27万0.00%270 00.0% — 不变
IAPR INNOVATOR ETFS TRUST $1.30万0.00%409 00.0% — 不变
FFEB FIRST TR EXCHNG TRADED FD VI $1.30万0.00%232 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.32万0.00%500 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.34万0.00%700 700— $1.34万 新建仓
PGF INVESCO EXCHANGE TRADED FD T $1.38万0.00%1,000 00.0% — 不变
IBDW ISHARES TR $1.40万0.00%669 669— $1.40万 新建仓
RWX SPDR INDEX SHS FDS $1.41万0.00%528 00.0% — 不变
IAGG ISHARES TR $1.43万0.00%286 13083.3% $6,505 加仓
VNQI VANGUARD INTL EQUITY INDEX F $1.43万0.00%322 -75-18.9% -$3,334 减仓
XMLV INVESCO EXCH TRADED FD TR II $1.44万0.00%228 00.0% — 不变
— AMPHASTAR PHARMACEUTICALS IN $1.45万0.00%16,000 00.0% — 不变
UFEB INNOVATOR ETFS TRUST $1.46万0.00%402 402— $1.46万 新建仓
EMB ISHARES TR $1.47万0.00%156 10.6% $94 加仓
— INVESCO EXCHANGE TRADED FD T $1.47万0.00%300 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $1.48万0.00%500 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $1.50万0.00%150 116341.2% $1.16万 加仓
— ELEVATION SERIES TRUST $1.50万0.00%376 00.0% — 不变
YEAR AB ACTIVE ETFS INC $1.51万0.00%299 31.0% $151 加仓
FTXO FIRST TR EXCHANGE TRADED FD $1.51万0.00%417 -66-13.7% -$2,387 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $1.52万0.00%580 -505-46.5% -$1.33万 重新持有
— FIRST TR EXCHANGE TRADED FD $1.55万0.00%450 00.0% — 不变
— QUANTUM SI INC $1.55万0.00%20,000 00.0% — 不变
SMLV SPDR SERIES TRUST $1.56万0.00%114 4770.1% $6,443 加仓
ICVT ISHARES TR $1.58万0.00%155 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.61万0.00%252 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.62万0.00%1,215 1,215— $1.62万 新建仓
— INVESCO EXCH TRADED FD TR II $1.62万0.00%157 00.0% — 不变
JPRE J P MORGAN EXCHANGE TRADED F $1.63万0.00%339 00.0% — 不变
ILDR FIRST TR EXCHNG TRADED FD VI $1.65万0.00%554 -52-8.6% -$1,549 减仓
— SPDR SERIES TRUST $1.66万0.00%113 00.0% — 不变
QUS SPDR SERIES TRUST $1.68万0.00%98 00.0% — 不变
IWP ISHARES TR $1.73万0.00%135 -94-41.0% -$1.20万 减仓
— KRANESHARES TRUST $1.75万0.00%935 -2,100-69.2% -$3.93万 减仓
BBCA J P MORGAN EXCHANGE TRADED F $1.77万0.00%188 -1-0.5% -$94 减仓
IJT ISHARES TR $1.82万0.00%126 -94-42.7% -$1.36万 减仓
KAPR INNOVATOR ETFS TRUST $1.86万0.00%512 00.0% — 不变
XT ISHARES TR $1.87万0.00%275 00.0% — 不变
SHM SPDR SERIES TRUST $1.89万0.00%395 -765-65.9% -$3.66万 减仓
IXN ISHARES TR $1.89万0.00%189 00.0% — 不变
ICOP ISHARES TR $1.90万0.00%400 400— $1.90万 新建仓
HYBB ISHARES TR $1.91万0.00%411 00.0% — 不变
UMAR INNOVATOR ETFS TRUST $1.92万0.00%483 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.93万0.00%500 -68-12.0% -$2,627 减仓
— FIRST TR EXCHNG TRADED FD VI $1.95万0.00%600 -175-22.6% -$5,693 减仓
EWC ISHARES INC $1.97万0.00%359 -62-14.7% -$3,397 减仓
ANGL VANECK ETF TRUST $1.98万0.00%690 00.0% — 不变
TBUX T ROWE PRICE ETF INC $1.99万0.00%400 300300.0% $1.49万 加仓
— NEOS ETF TRUST $2.01万0.00%442 4021,005.0% $1.83万 加仓
BLV VANGUARD BD INDEX FDS $2.08万0.00%302 -16-5.0% -$1,101 减仓
PMBS PIMCO ETF TR $2.08万0.00%420 00.0% — 不变
IAT ISHARES TR $2.12万0.00%394 -36-8.4% -$1,938 减仓
— INVESCO EXCHANGE TRADED FD T $2.12万0.00%542 00.0% — 不变
IWC ISHARES TR $2.17万0.00%136 -25-15.5% -$3,990 减仓
IMTB ISHARES TR $2.19万0.00%500 00.0% — 不变
PSK SPDR SERIES TRUST $2.19万0.00%711 -142-16.6% -$4,379 减仓
FIDU FIDELITY COVINGTON TRUST $2.27万0.00%262 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.29万0.00%1,040 00.0% — 不变
COPX GLOBAL X FDS $2.30万0.00%301 -1,978-86.8% -$15.10万 减仓
— WELLS FARGO & CO $2.31万0.00%20 00.0% — 不变
— INNOVATOR ETFS TRUST $2.31万0.00%844 844— $2.31万 新建仓
— INVESCO EXCHANGE TRADED FD T $2.37万0.00%504 30.6% $141 加仓
RWR SPDR SERIES TRUST $2.38万0.00%236 10.4% $101 加仓
— FIRST TR EXCHNG TRADED FD VI $2.38万0.00%910 -112-11.0% -$2,931 减仓
USDU WISDOMTREE TR $2.40万0.00%910 910— $2.40万 新建仓
PJUN INNOVATOR ETFS TRUST $2.40万0.00%574 00.0% — 不变
— VANECK ETF TRUST $2.46万0.00%720 -130-15.3% -$4,438 减仓
MLN VANECK ETF TRUST $2.47万0.00%1,415 00.0% — 不变
HYMB SPDR SERIES TRUST $2.48万0.00%1,000 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.50万0.00%597 597— $2.50万 新建仓
VSS VANGUARD INTL EQUITY INDEX F $2.54万0.00%174 -16-8.4% -$2,333 减仓
— FIRST TR EXCHANGE TRADED FD $2.55万0.00%1,317 1,317— $2.55万 新建仓
— VANECK ETF TRUST $2.56万0.00%631 -50-7.3% -$2,027 减仓
DRSK ETF SER SOLUTIONS $2.61万0.00%954 954— $2.61万 新建仓
FEZ SPDR INDEX SHS FDS $2.61万0.00%421 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.62万0.00%800 00.0% — 不变
IGM ISHARES TR $2.63万0.00%222 00.0% — 不变