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
CGSM CAPITAL GRP FIXED INCM ETF T $34.04万0.02%12,900 5,90084.3% $15.57万 加仓
RAAX VANECK ETF TRUST $34.15万0.02%8,609 87311.3% $3.46万 加仓
MC MOELIS & CO $34.20万0.02%5,227 40.1% $262 加仓
VONE VANGUARD SCOTTSDALE FDS $34.42万0.02%1,016 -13-1.3% -$4,404 减仓
SCHM SCHWAB STRATEGIC TR $34.43万0.02%9,340 10.0% $37 加仓
OMF ONEMAIN HLDGS INC $34.45万0.02%5,650 -100-1.7% -$6,097 减仓
FLEX FLEX LTD $34.73万0.02%2,143 2,143— $34.73万 新建仓
SNPS SYNOPSYS INC $34.88万0.02%782 -40-4.9% -$1.78万 减仓
AZN ASTRAZENECA PLC $34.98万0.02%1,845 -72-3.8% -$1.37万 减仓
LHX L3HARRIS TECHNOLOGIES INC $35.10万0.02%1,208 191.6% $5,521 加仓
SLV ISHARES SILVER TR $35.15万0.02%6,574 00.0% — 不变
TER TERADYNE INC $35.18万0.02%727 202.8% $9,677 加仓
TEL TE CONNECTIVITY PLC $35.23万0.02%1,748 352.0% $7,055 加仓
GWW WW GRAINGER INC $35.37万0.02%260 31.2% $4,081 加仓
SHEN SHENANDOAH TELECOMMUNICATION $35.44万0.02%23,500 -8,500-26.6% -$12.82万 减仓
JBS JBS N.V. $35.45万0.02%29,918 8,80041.7% $10.43万 加仓
TWLO TWILIO INC $35.55万0.02%1,723 -938-35.2% -$19.35万 减仓
FAST FASTENAL CO $35.57万0.02%7,405 74411.2% $3.57万 加仓
— ELEVATION SERIES TRUST $35.63万0.02%7,842 00.0% — 不变
BSCQ INVESCO EXCH TRD SLF IDX FD $35.71万0.02%18,290 1,5409.2% $3.01万 加仓
SYY SYSCO CORP $35.83万0.02%4,287 -326-7.1% -$2.72万 减仓
SOXQ INVESCO EXCH TRADED FD TR II $35.97万0.02%3,209 49118.1% $5.50万 加仓
DVY ISHARES TR $35.98万0.02%2,302 271.2% $4,220 加仓
KIM KIMCO REALTY CORP $36.04万0.02%14,216 3,66634.7% $9.29万 加仓
LQD ISHARES TR $36.17万0.02%3,316 1,741110.5% $18.99万 加仓
PEY INVESCO EXCHANGE TRADED FD T $36.35万0.02%15,682 40.0% $93 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $36.39万0.02%4,039 75823.1% $6.83万 加仓
ADI ANALOG DEVICES INC $36.42万0.02%917 161.8% $6,355 加仓
ALL ALLSTATE CORP $36.87万0.02%1,550 10.1% $238 加仓
IWL ISHARES TR $36.99万0.02%2,000 00.0% — 不变
DJUL FIRST TR EXCHNG TRADED FD VI $37.12万0.02%7,403 -1,120-13.1% -$5.62万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $37.29万0.02%17,707 -86-0.5% -$1,811 减仓
IXUS ISHARES TR $37.30万0.02%3,908 2,673216.4% $25.51万 加仓
PDEC INNOVATOR ETFS TRUST $37.39万0.02%8,148 -145-1.7% -$6,654 减仓
VWOB VANGUARD WHITEHALL FDS $37.41万0.02%5,564 -137-2.4% -$9,212 减仓
EPI WISDOMTREE TR $37.43万0.02%8,750 3003.6% $1.28万 加仓
GLDM WORLD GOLD TR $37.67万0.02%4,743 30.1% $238 加仓
AXTI AXT INC $37.91万0.02%5,260 5,260— $37.91万 新建仓
IJK ISHARES TR $38.20万0.02%3,251 2,480321.7% $29.14万 加仓
OAKM HARRIS OAKMARK ETF TRUST $38.24万0.02%13,575 9057.1% $2.55万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $38.29万0.02%184 -1-0.5% -$2,081 减仓
MTD METTLER TOLEDO INTERNATIONAL $38.33万0.02%300 00.0% — 不变
MAIN MAIN STR CAP CORP $38.46万0.02%7,413 1181.6% $6,122 加仓
FSMB FIRST TR EXCH TRADED FD III $38.88万0.02%19,450 -1,293-6.2% -$2.58万 减仓
TTE TOTALENERGIES SE $39.07万0.02%5,025 -75-1.5% -$5,832 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $39.36万0.02%2,925 301.0% $4,037 加仓
GPIX GOLDMAN SACHS ETF TR $39.43万0.02%7,096 3134.6% $1.74万 加仓
GUNR FLEXSHARES TR $39.47万0.02%8,010 8,010— $39.47万 新建仓
CDNS CADENCE DESIGN SYSTEM INC $39.63万0.02%1,056 -19-1.8% -$7,131 减仓
CBRL CRACKER BARREL OLD CTRY STOR $39.66万0.02%7,441 -133-1.8% -$7,089 减仓
FNB F N B CORP $39.70万0.02%20,806 1,7659.3% $3.37万 加仓
HYLS FIRST TR EXCHANGE-TRADED FD $39.71万0.02%9,769 -1,427-12.7% -$5.80万 减仓
SDY SPDR SERIES TRUST $40.10万0.02%2,635 2018.3% $3.06万 加仓
IGSB ISHARES TR $40.18万0.02%7,666 7,59210,259.5% $39.79万 加仓
PYLD PIMCO ETF TR $40.28万0.02%15,187 12,793534.4% $33.93万 加仓
HQH ABRDN HEALTHCARE INVESTORS $40.29万0.02%18,329 2231.2% $4,902 加仓
QFLR INNOVATOR ETFS TRUST $40.32万0.02%11,052 300.3% $1,094 加仓
QQQE DIREXION SHARES ETF TRUST $40.66万0.03%3,332 3,332— $40.66万 新建仓
NVT NVENT ELEC PLC $40.71万0.03%2,400 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $40.75万0.03%15,382 12,942530.4% $34.28万 加仓
APH AMPHENOL CORP $40.89万0.03%2,319 2,319— $40.89万 新建仓
UL UNILEVER PLC $41.57万0.03%6,914 -97-1.4% -$5,832 减仓
SHEL SHELL PLC $41.59万0.03%5,364 -165-3.0% -$1.28万 减仓
SLB SLB LIMITED $41.61万0.03%8,949 1,60221.8% $7.45万 加仓
RSG REPUBLIC SVCS INC $41.61万0.03%1,953 -31-1.6% -$6,605 减仓
GIS GENERAL MILLS INC $42.14万0.03%12,109 4,48858.9% $15.62万 加仓
DEM WISDOMTREE TR $42.36万0.03%7,875 6,140353.9% $33.03万 加仓
VTIP VANGUARD MALVERN FDS $42.62万0.03%8,484 -100-1.2% -$5,023 减仓
— INNOVATOR ETFS TRUST $42.64万0.03%11,593 3182.8% $1.17万 加仓
— SELECT SECTOR SPDR TR $42.66万0.03%17,245 17,245— $42.66万 新建仓
BSCS INVESCO EXCH TRD SLF IDX FD $43.22万0.03%21,222 7,98960.4% $16.27万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $43.39万0.03%23,010 -144-0.6% -$2,715 减仓
BKNG BOOKING HOLDINGS INC $43.47万0.03%2,439 140.6% $2,495 加仓
Q QNITY ELECTRONICS INC $43.56万0.03%2,667 2259.2% $3.67万 加仓
DHR DANAHER CORP DEL $43.70万0.03%2,294 35618.4% $6.78万 加仓
LKQ LKQ CORP $44.04万0.03%16,727 -148-0.9% -$3,897 减仓
AMLP ALPS ETF TR $44.25万0.03%8,535 -1,290-13.1% -$6.69万 减仓
— INVESCO EXCH TRADED FD TR II $44.65万0.03%31,625 00.0% — 不变
SMH VANECK ETF TRUST $44.67万0.03%681 17033.3% $11.15万 加仓
DYNF BLACKROCK ETF TRUST $45.31万0.03%6,662 4,656232.1% $31.67万 加仓
DIV GLOBAL X FDS $45.69万0.03%23,982 3821.6% $7,277 加仓
— FIRST TR EXCHANGE-TRADED FD $45.72万0.03%28,064 -1,500-5.1% -$2.44万 减仓
— INNOVATOR ETFS TRUST $45.82万0.03%22,823 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $46.34万0.03%2,069 19310.3% $4.32万 加仓
CTVA CORTEVA INC $46.45万0.03%5,485 1773.3% $1.50万 加仓
GSK GSK PLC $46.67万0.03%8,903 4,555104.8% $23.88万 加仓
CGHM CAPITAL GRP FIXED INCM ETF T $46.88万0.03%18,135 4,33531.4% $11.21万 加仓
NWBI NORTHWEST BANCSHARES INC $47.31万0.03%31,208 -681-2.1% -$1.03万 减仓
WDC WESTERN DIGITAL CORP $47.46万0.03%743 743— $47.46万 新建仓
BSCV INVESCO EXCH TRD SLF IDX FD $47.52万0.03%29,000 00.0% — 不变
— VANECK ETF TRUST $47.54万0.03%12,471 -1,133-8.3% -$4.32万 减仓
NVS NOVARTIS AG $47.65万0.03%3,041 -9-0.3% -$1,410 减仓
FNDF SCHWAB STRATEGIC TR $47.87万0.03%9,073 1,52020.1% $8.02万 加仓
— INNOVATOR ETFS TRUST $47.91万0.03%14,614 1491.0% $4,884 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $48.32万0.03%12,881 12,881— $48.32万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $48.55万0.03%968 131.4% $6,520 加仓
— PRINCIPAL EXCHANGE TRADED FD $48.72万0.03%24,980 00.0% — 不变
RONB BARON ETF TR $48.80万0.03%20,000 20,000— $48.80万 新建仓
ADBE ADOBE INC $48.82万0.03%2,381 -629-20.9% -$12.90万 减仓
INCY INCYTE CORP $48.87万0.03%4,311 -300-6.5% -$3.40万 减仓