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
EMLC VANECK ETF TRUST $8.35万0.01%3,326 100.3% $251 加仓
DAUG FIRST TR EXCHNG TRADED FD VI $8.41万0.01%1,930 00.0% — 不变
DVYE ISHARES INC $8.41万0.01%2,445 00.0% — 不变
DES WISDOMTREE TR $8.51万0.01%2,367 1778.1% $6,361 加仓
IJJ ISHARES TR $8.57万0.01%647 00.0% — 不变
DEM WISDOMTREE TR $8.62万0.01%1,735 61454.8% $3.05万 加仓
PAPR INNOVATOR ETFS TRUST $8.72万0.01%2,192 00.0% — 不变
— PROSHARES TR $8.77万0.01%1,912 60.3% $275 加仓
ESGU ISHARES TR $8.77万0.01%620 -15,269-96.1% -$215.93万 减仓
PGX INVESCO EXCH TRADED FD TR II $8.94万0.01%8,218 -1,831-18.2% -$1.99万 减仓
FLQM FRANKLIN TEMPLETON ETF TR $8.96万0.01%1,632 -86-5.0% -$4,723 减仓
SPTI SPDR SERIES TRUST $9.04万0.01%3,155 -230-6.8% -$6,592 减仓
XSHQ INVESCO EXCH TRADED FD TR II $9.07万0.01%2,150 -200-8.5% -$8,433 减仓
JIVE J P MORGAN EXCHANGE TRADED F $9.09万0.01%1,061 858.7% $7,279 加仓
— SPDR SERIES TRUST $9.24万0.01%1,180 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $9.24万0.01%3,709 -3,710-50.0% -$9.24万 减仓
USHY ISHARES TR $9.32万0.01%2,531 140.6% $516 加仓
PCEF INVESCO EXCH TRADED FD TR II $9.33万0.01%4,958 972.0% $1,826 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $9.42万0.01%12,498 00.0% — 不变
MOO VANECK ETF TRUST $9.46万0.01%1,119 00.0% — 不变
IYE ISHARES TR $9.53万0.01%1,471 00.0% — 不变
ACIO ETF SER SOLUTIONS $9.58万0.01%2,282 2,282— $9.58万 新建仓
IWS ISHARES TR $9.60万0.01%659 00.0% — 不变
FXU FIRST TR EXCHANGE-TRADED FD $9.61万0.01%1,937 -126-6.1% -$6,248 减仓
— TIDAL TRUST II $9.70万0.01%7,475 00.0% — 不变
COWG PACER FDS TR $9.85万0.01%2,919 -33,570-92.0% -$113.26万 减仓
EFAV ISHARES TR $9.86万0.01%1,079 -80-6.9% -$7,310 减仓
PFM INVESCO EXCHANGE TRADED FD T $9.96万0.01%1,950 00.0% — 不变
IJUL INNOVATOR ETFS TRUST $10.12万0.01%3,000 00.0% — 不变
IEV ISHARES TR $10.19万0.01%1,500 30025.0% $2.04万 加仓
SUSA ISHARES TR $10.31万0.01%780 -19-2.4% -$2,511 减仓
SCHA SCHWAB STRATEGIC TR $10.37万0.01%3,566 00.0% — 不变
IWN ISHARES TR $10.37万0.01%547 00.0% — 不变
PZA INVESCO EXCH TRADED FD TR II $10.56万0.01%4,594 91424.8% $2.10万 加仓
IXUS ISHARES TR $10.70万0.01%1,235 605.1% $5,198 加仓
IDLV INVESCO EXCH TRADED FD TR II $10.71万0.01%3,108 2,405342.1% $8.29万 加仓
IUSG ISHARES TR $10.76万0.01%694 -12,135-94.6% -$188.23万 减仓
HYS PIMCO ETF TR $10.84万0.01%1,162 -26-2.2% -$2,425 减仓
VAW VANGUARD WORLD FD $10.95万0.01%486 -3-0.6% -$676 减仓
TLT ISHARES TR $11.04万0.01%1,273 -333-20.7% -$2.89万 减仓
IUSV ISHARES TR $11.08万0.01%1,084 00.0% — 不变
IEUR ISHARES TR $11.13万0.01%1,584 -117-6.9% -$8,222 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $11.13万0.01%4,088 1,40852.5% $3.83万 加仓
GDXJ VANECK ETF TRUST $11.16万0.01%930 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $11.21万0.01%976 -77-7.3% -$8,842 减仓
FDIS FIDELITY COVINGTON TRUST $11.22万0.01%1,203 433.7% $4,010 加仓
VCIT VANGUARD SCOTTSDALE FDS $11.38万0.01%1,375 -24-1.7% -$1,986 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $11.47万0.01%2,500 00.0% — 不变
AAXJ ISHARES TR $11.50万0.01%1,194 00.0% — 不变
LOUP INNOVATOR ETFS TRUST $11.62万0.01%1,688 00.0% — 不变
ALAI THE ALGER ETF TRUST $11.63万0.01%3,520 3,520— $11.63万 新建仓
DYNF BLACKROCK ETF TRUST $11.67万0.01%2,006 2,006— $11.67万 新建仓
PHO INVESCO EXCHANGE TRADED FD T $11.69万0.01%1,748 10.1% $67 加仓
— INNOVATOR ETFS TRUST $11.74万0.01%4,000 00.0% — 不变
IWR ISHARES TR $11.76万0.01%1,209 -497-29.1% -$4.83万 减仓
— INNOVATOR ETFS TRUST $11.78万0.01%3,199 -326-9.2% -$1.20万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $11.86万0.01%2,373 592.5% $2,949 加仓
— FIRST TR EXCHANGE TRADED FD $11.89万0.01%2,058 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $11.89万0.01%3,108 00.0% — 不变
ACWV ISHARES INC $12.08万0.01%1,011 00.0% — 不变
PJUL INNOVATOR ETFS TRUST $12.12万0.01%2,636 00.0% — 不变
UPSD ETF SER SOLUTIONS $12.27万0.01%4,812 4,812— $12.27万 新建仓
— FIRST TR EXCHNG TRADED FD VI $12.27万0.01%4,666 -84-1.8% -$2,209 减仓
TCAL T ROWE PRICE ETF INC $12.32万0.01%5,511 1432.7% $3,196 加仓
IPAC ISHARES TR $12.36万0.01%1,616 -16-1.0% -$1,224 减仓
PJAN INNOVATOR ETFS TRUST $12.48万0.01%2,705 2,140378.8% $9.87万 加仓
CALF PACER FDS TR $12.49万0.01%2,783 -2,264-44.9% -$10.16万 减仓
— FIRST TR EXCHNG TRADED FD VI $12.67万0.01%3,187 -85-2.6% -$3,380 减仓
— FIRST TR EXCHNG TRADED FD VI $12.74万0.01%5,444 -161-2.9% -$3,767 减仓
TFLO ISHARES TR $12.96万0.01%2,560 -93-3.5% -$4,709 减仓
SIZE ISHARES TR $12.98万0.01%814 00.0% — 不变
IDUB ETF SER SOLUTIONS $13.09万0.01%5,306 5,306— $13.09万 新建仓
— ELEVATION SERIES TRUST $13.15万0.01%3,577 852.4% $3,124 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $13.49万0.01%12,012 480.4% $539 加仓
SIL GLOBAL X FDS $13.51万0.01%1,500 -1,000-40.0% -$9.01万 减仓
URA GLOBAL X FDS $13.79万0.01%2,847 2308.8% $1.11万 加仓
SLYV SPDR SERIES TRUST $13.82万0.01%1,461 -48-3.2% -$4,540 减仓
EEM ISHARES TR $13.85万0.01%2,439 82150.7% $4.66万 加仓
BIZD VANECK ETF TRUST $14.09万0.01%11,011 -142-1.3% -$1,818 减仓
FDVV FIDELITY COVINGTON TRUST $14.09万0.01%2,552 61131.5% $3.37万 加仓
VV VANGUARD INDEX FDS $14.13万0.01%473 -103-17.9% -$3.08万 减仓
BAPR INNOVATOR ETFS TRUST $14.14万0.01%2,887 1254.5% $6,122 加仓
— ELEVATION SERIES TRUST $14.47万0.01%3,520 902.6% $3,700 加仓
— DIMENSIONAL ETF TRUST $14.57万0.01%2,333 261.1% $1,624 加仓
— GOLDMAN SACHS ETF TR $14.57万0.01%2,890 1,25076.2% $6.30万 加仓
HDV ISHARES TR $14.68万0.01%1,082 20.2% $271 加仓
OSCV ETF SER SOLUTIONS $14.69万0.01%3,725 3,4761,396.0% $13.71万 加仓
SPMO INVESCO EXCH TRADED FD TR II $14.76万0.01%1,317 668102.9% $7.49万 加仓
FLOT ISHARES TR $14.97万0.01%2,938 -10,457-78.1% -$53.27万 减仓
AES AES CORP $15.17万0.01%10,769 -4,400-29.0% -$6.20万 减仓
KRE SPDR SERIES TRUST $15.38万0.01%2,361 -41-1.7% -$2,671 减仓
PTIN PACER FDS TR $15.47万0.01%4,757 1,36940.4% $4.45万 加仓
NEAR ISHARES U S ETF TR $15.75万0.01%3,098 -32-1.0% -$1,627 减仓
— FIRST TR EXCHNG TRADED FD VI $16.04万0.01%4,675 -625-11.8% -$2.14万 减仓
EMLP FIRST TR EXCHANGE-TRADED FD $16.04万0.01%3,674 1343.8% $5,850 加仓
FLO FLOWERS FOODS INC $16.08万0.01%19,729 1,5128.3% $1.23万 加仓
SOXQ INVESCO EXCH TRADED FD TR II $16.23万0.01%2,718 2,468987.2% $14.73万 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $16.30万0.01%5,182 -34-0.7% -$1,070 减仓
CWB SPDR SERIES TRUST $16.47万0.01%1,800 00.0% — 不变
BSCR INVESCO EXCH TRD SLF IDX FD $16.50万0.01%8,407 3,13259.4% $6.15万 加仓