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
SPEM SPDR INDEX SHS FDS $1.10万0.00%212 -47-18.1% -$2,434 减仓
— FIRST TR EXCHNG TRADED FD VI $1.10万0.00%248 -892-78.2% -$3.96万 减仓
— AMPLIFY ETF TR $1.11万0.00%240 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.12万0.00%440 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.13万0.00%540 312136.8% $6,523 加仓
IYG ISHARES TR $1.13万0.00%125 00.0% — 不变
— INNOVATOR ETFS TRUST $1.13万0.00%568 00.0% — 不变
FXR FIRST TR EXCHANGE-TRADED FD $1.14万0.00%125 5066.7% $4,556 加仓
DWX SPDR INDEX SHS FDS $1.19万0.00%258 00.0% — 不变
IHAK ISHARES TR $1.22万0.00%200 00.0% — 不变
MUNI PIMCO ETF TR $1.22万0.00%231 10.4% $53 加仓
— COLUMBIA ETF TR I $1.22万0.00%300 300— $1.22万 新建仓
— KRANESHARES TRUST $1.22万0.00%705 -230-24.6% -$3,977 减仓
— FIRST TR EXCHANGE-TRADED FD $1.23万0.00%200 00.0% — 不变
YEAR AB ACTIVE ETFS INC $1.32万0.00%262 -37-12.4% -$1,860 减仓
— GLOBAL X FDS $1.36万0.00%240 240— $1.36万 新建仓
— HARTFORD FDS EXCHANGE TRADED $1.37万0.00%438 00.0% — 不变
— DIMENSIONAL ETF TRUST $1.37万0.00%308 -2-0.6% -$89 减仓
PGF INVESCO EXCHANGE TRADED FD T $1.37万0.00%1,000 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $1.37万0.00%300 300— $1.37万 新建仓
— GLOBAL X FDS $1.37万0.00%356 00.0% — 不变
— PACER FDS TR $1.39万0.00%566 16641.5% $4,084 加仓
EZU ISHARES INC $1.40万0.00%201 00.0% — 不变
FFEB FIRST TR EXCHNG TRADED FD VI $1.41万0.00%232 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.42万0.00%270 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.42万0.00%500 00.0% — 不变
RWX SPDR INDEX SHS FDS $1.43万0.00%528 00.0% — 不变
IAGG ISHARES TR $1.44万0.00%284 -2-0.7% -$101 减仓
VNQI VANGUARD INTL EQUITY INDEX F $1.44万0.00%321 -1-0.3% -$45 减仓
FXL FIRST TR EXCHANGE-TRADED FD $1.45万0.00%67 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.45万0.00%1,302 877.2% $967 加仓
— AMPHASTAR PHARMACEUTICALS IN $1.45万0.00%16,000 00.0% — 不变
INDA ISHARES TR $1.48万0.00%300 10050.0% $4,939 加仓
QGRW WISDOMTREE TR $1.49万0.00%225 225— $1.49万 新建仓
— INVESCO EXCHANGE TRADED FD T $1.50万0.00%500 00.0% — 不变
IBTI ISHARES TR $1.51万0.00%680 680— $1.51万 新建仓
— FIDELITY COVINGTON TRUST $1.51万0.00%410 410— $1.51万 新建仓
FTXO FIRST TR EXCHANGE TRADED FD $1.52万0.00%367 -50-12.0% -$2,066 减仓
XMLV INVESCO EXCH TRADED FD TR II $1.52万0.00%229 10.4% $66 加仓
AVDV AMERICAN CENTY ETF TR $1.55万0.00%151 10.7% $103 加仓
UFEB INNOVATOR ETFS TRUST $1.55万0.00%402 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.58万0.00%253 10.4% $63 加仓
— FIRST TR EXCHANGE TRADED FD $1.72万0.00%450 00.0% — 不变
— QUANTUM SI INC $1.77万0.00%20,000 00.0% — 不变
JMEE J P MORGAN EXCHANGE TRADED F $1.78万0.00%229 175324.1% $1.36万 加仓
— INVESCO EXCHANGE TRADED FD T $1.79万0.00%300 00.0% — 不变
SMLV SPDR SERIES TRUST $1.79万0.00%114 00.0% — 不变
IXJ ISHARES TR $1.83万0.00%186 8278.8% $8,067 加仓
QUS SPDR SERIES TRUST $1.83万0.00%98 00.0% — 不变
— LONGEVERON INC $1.86万0.00%26,525 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.87万0.00%158 10.6% $118 加仓
BBCA J P MORGAN EXCHANGE TRADED F $1.87万0.00%188 00.0% — 不变
ICVT ISHARES TR $1.89万0.00%155 00.0% — 不变
SHM SPDR SERIES TRUST $1.89万0.00%395 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.91万0.00%950 25035.7% $5,033 加仓
HYBB ISHARES TR $1.92万0.00%411 00.0% — 不变
GVIP GOLDMAN SACHS ETF TR $1.92万0.00%102 102— $1.92万 新建仓
AVDE AMERICAN CENTY ETF TR $1.94万0.00%217 160280.7% $1.43万 加仓
ICOP ISHARES TR $1.97万0.00%400 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $1.99万0.00%265 2552,550.0% $1.91万 加仓
TBUX T ROWE PRICE EXCHANGE-TRADED $1.99万0.00%400 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.02万0.00%600 00.0% — 不变
ANGL VANECK ETF TRUST $2.02万0.00%690 00.0% — 不变
UMAR INNOVATOR ETFS TRUST $2.04万0.00%483 00.0% — 不变
PMBS PIMCO ETF TR $2.07万0.00%420 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.08万0.00%500 00.0% — 不变
BLV VANGUARD BD INDEX FDS $2.08万0.00%302 00.0% — 不变
— INNOVATOR ETFS TRUST $2.10万0.00%585 585— $2.10万 新建仓
ILDR FIRST TR EXCHNG TRADED FD VI $2.13万0.00%543 -11-2.0% -$432 减仓
FENY FIDELITY COVINGTON TRUST $2.17万0.00%734 6841,368.0% $2.02万 加仓
IMTB ISHARES TR $2.18万0.00%500 00.0% — 不变
NANR SPDR INDEX SHS FDS $2.19万0.00%290 -28-8.8% -$2,114 减仓
— NEOS ETF TRUST $2.20万0.00%400 400— $2.20万 新建仓
— SPDR SERIES TRUST $2.21万0.00%113 00.0% — 不变
IJT ISHARES TR $2.25万0.00%126 00.0% — 不变
— FEDERATED HERMES ETF TRUST $2.30万0.00%1,000 1,000— $2.30万 新建仓
COPX GLOBAL X FDS $2.31万0.00%300 -1-0.3% -$77 减仓
— WELLS FARGO & CO $2.31万0.00%20 00.0% — 不变
AVMV AMERICAN CENTY ETF TR $2.38万0.00%296 296— $2.38万 新建仓
— VANECK ETF TRUST $2.39万0.00%720 00.0% — 不变
DLS WISDOMTREE TR $2.40万0.00%286 213291.8% $1.78万 加仓
— INVESCO EXCHANGE TRADED FD T $2.41万0.00%506 20.4% $95 加仓
FTXL FIRST TR EXCHANGE TRADED FD $2.42万0.00%85 00.0% — 不变
— NEOS ETF TRUST $2.42万0.00%500 400400.0% $1.94万 加仓
— ELEVATION SERIES TRUST $2.42万0.00%376 00.0% — 不变
IAT ISHARES TR $2.45万0.00%394 00.0% — 不变
MDYG SPDR SERIES TRUST $2.45万0.00%219 -199-47.6% -$2.23万 减仓
PJUN INNOVATOR ETFS TRUST $2.48万0.00%574 00.0% — 不变
EWC ISHARES INC $2.48万0.00%431 7220.1% $4,150 加仓
— FIRST TR EXCHNG TRADED FD VI $2.49万0.00%1,040 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.51万0.00%910 00.0% — 不变
— CALAMOS ETF TR $2.51万0.00%1,068 1,068— $2.51万 新建仓
MLN VANECK ETF TRUST $2.52万0.00%1,415 00.0% — 不变
IMFL INVESCO EXCH TRD SLF IDX FD $2.52万0.00%734 734— $2.52万 新建仓
HYMB SPDR SERIES TRUST $2.54万0.00%1,000 00.0% — 不变
— ROUNDHILL ETF TRUST $2.56万0.00%500 500— $2.56万 新建仓
EMB ISHARES TR $2.57万0.00%266 11070.5% $1.06万 加仓
IJAN INNOVATOR ETFS TRUST $2.59万0.00%681 -144-17.5% -$5,483 减仓
FIDU FIDELITY COVINGTON TRUST $2.61万0.00%262 00.0% — 不变
IXN ISHARES TR $2.63万0.00%182 -7-3.7% -$1,011 减仓