Capital Investment Advisory Services, LLC
RALEIGH NC · SEC CIK 0001659203
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,563.68万 | 3.43% | 278,059 | 3,928 | 1.4% | $78.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,046.86万 | 3.11% | 550,727 | -58,411 | -9.6% | -$535.28万 | 减仓 |
| AAPL | APPLE INC | $3,736.77万 | 2.31% | 129,139 | 3,421 | 2.7% | $98.99万 | 加仓 |
| AMZN | AMAZON COM INC | $2,739.63万 | 1.69% | 114,946 | 1,995 | 1.8% | $47.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,614.01万 | 1.61% | 119,947 | 646 | 0.5% | $14.08万 | 加仓 |
| GOOG | ALPHABET INC | $2,596.19万 | 1.60% | 73,478 | 321 | 0.4% | $11.34万 | 加仓 |
| QQQI | NEOS ETF TRUST | $2,349.37万 | 1.45% | 413,694 | 41,222 | 11.1% | $234.10万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,180.94万 | 1.35% | 253,186 | 104,662 | 70.5% | $901.56万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,093.92万 | 1.29% | 414,063 | -2,138 | -0.5% | -$10.81万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,022.63万 | 1.25% | 358,114 | 63,691 | 21.6% | $359.73万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,902.61万 | 1.17% | 355,627 | -25,220 | -6.6% | -$134.93万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,881.66万 | 1.16% | 756,295 | -57,303 | -7.0% | -$142.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,820.01万 | 1.12% | 24,372 | 10,631 | 77.4% | $793.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,783.50万 | 1.10% | 47,812 | 5,538 | 13.1% | $206.58万 | 加仓 |
| AVGO | BROADCOM INC | $1,672.96万 | 1.03% | 44,287 | 246 | 0.6% | $9.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,347.48万 | 0.83% | 63,330 | -8,039 | -11.3% | -$171.05万 | 减仓 |
| SPYI | NEOS ETF TRUST | $1,308.26万 | 0.81% | 246,423 | 16,780 | 7.3% | $89.09万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,290.24万 | 0.80% | 216,011 | 1,773 | 0.8% | $10.59万 | 加仓 |
| QUAL | ISHARES TR | $1,269.25万 | 0.78% | 57,843 | 18 | 0.0% | $3,950 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,261.90万 | 0.78% | 17,136 | 527 | 3.2% | $38.81万 | 加仓 |
| MINT | PIMCO ETF TR | $1,225.01万 | 0.76% | 121,516 | 28,214 | 30.2% | $284.43万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,193.32万 | 0.74% | 205,037 | -521 | -0.3% | -$3.03万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,179.51万 | 0.73% | 322,889 | 50,931 | 18.7% | $186.05万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,146.74万 | 0.71% | 476,813 | 6,836 | 1.5% | $16.44万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,127.04万 | 0.70% | 150,473 | -110,506 | -42.3% | -$827.69万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,116.10万 | 0.69% | 71,112 | 69,056 | 3,358.8% | $1,083.83万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,109.98万 | 0.69% | 242,885 | -5,872 | -2.4% | -$26.83万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,093.32万 | 0.67% | 86,374 | 1,234 | 1.4% | $15.62万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $1,076.44万 | 0.66% | 115,582 | 1,230 | 1.1% | $11.46万 | 加仓 |
| IJR | ISHARES TR | $1,057.79万 | 0.65% | 71,323 | 7,007 | 10.9% | $103.92万 | 加仓 |
| LLY | ELI LILLY & CO | $1,043.16万 | 0.64% | 8,697 | 166 | 1.9% | $19.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $971.48万 | 0.60% | 29,679 | 2,280 | 8.3% | $74.63万 | 加仓 |
| META | META PLATFORMS INC | $946.74万 | 0.58% | 16,807 | -345 | -2.0% | -$19.43万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $923.34万 | 0.57% | 178,631 | 22,502 | 14.4% | $116.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $908.64万 | 0.56% | 35,778 | -952 | -2.6% | -$24.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $906.97万 | 0.56% | 15,613 | -11,959 | -43.4% | -$694.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $893.44万 | 0.55% | 110,890 | -2,622 | -2.3% | -$21.13万 | 减仓 |
| ABBV | ABBVIE INC | $882.64万 | 0.54% | 35,075 | -11,302 | -24.4% | -$284.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $879.22万 | 0.54% | 17,571 | 654 | 3.9% | $32.72万 | 加仓 |
| GLD | SPDR GOLD TR | $870.61万 | 0.54% | 23,633 | -2,666 | -10.1% | -$98.21万 | 减仓 |
| SGOV | ISHARES TR | $868.50万 | 0.54% | 86,272 | -458 | -0.5% | -$4.61万 | 减仓 |
| GOOGL | ALPHABET INC | $867.87万 | 0.54% | 24,285 | 1,453 | 6.4% | $51.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $814.44万 | 0.50% | 22,009 | -624 | -2.8% | -$23.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $767.56万 | 0.47% | 11,176 | 4,496 | 67.3% | $308.78万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $758.42万 | 0.47% | 397,911 | 321,221 | 418.9% | $612.25万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $756.93万 | 0.47% | 166,944 | 3,182 | 1.9% | $14.43万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $723.11万 | 0.45% | 156,720 | 154,438 | 6,767.7% | $712.58万 | 加仓 |
| WMT | WALMART INC | $710.57万 | 0.44% | 62,738 | 9,066 | 16.9% | $102.68万 | 加仓 |
| V | VISA INC | $682.49万 | 0.42% | 19,892 | 459 | 2.4% | $15.75万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $644.52万 | 0.40% | 40,784 | 3,458 | 9.3% | $54.65万 | 加仓 |
| USFR | WISDOMTREE TR | $644.13万 | 0.40% | 127,931 | -1,765 | -1.4% | -$8.89万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $640.73万 | 0.40% | 114,580 | 114,580 | — | $640.73万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $638.13万 | 0.39% | 76,818 | 2,888 | 3.9% | $23.99万 | 加仓 |
| DGRW | WISDOMTREE TR | $633.97万 | 0.39% | 66,301 | 38 | 0.1% | $3,634 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $617.79万 | 0.38% | 180,271 | 11,043 | 6.5% | $37.84万 | 加仓 |
| CAT | CATERPILLAR INC | $613.40万 | 0.38% | 5,760 | 276 | 5.0% | $29.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $605.27万 | 0.37% | 73,832 | -2,876 | -3.7% | -$23.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $603.00万 | 0.37% | 68,616 | 11,007 | 19.1% | $96.73万 | 加仓 |
| CSHI | NEOS ETF TRUST | $601.85万 | 0.37% | 120,829 | -4,104 | -3.3% | -$20.44万 | 减仓 |
| NOBL | PROSHARES TR | $600.98万 | 0.37% | 107,012 | 750 | 0.7% | $4.21万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $582.78万 | 0.36% | 141,795 | 16,939 | 13.6% | $69.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $569.47万 | 0.35% | 136,464 | 22,190 | 19.4% | $92.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $565.77万 | 0.35% | 38,582 | 769 | 2.0% | $11.28万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $564.50万 | 0.35% | 63,299 | 206 | 0.3% | $1.84万 | 加仓 |
| GOVT | ISHARES TR | $562.65万 | 0.35% | 246,995 | 11,483 | 4.9% | $26.16万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $556.19万 | 0.34% | 193,456 | 192,502 | 20,178.4% | $553.44万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $548.81万 | 0.34% | 81,209 | 12,199 | 17.7% | $82.44万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $545.90万 | 0.34% | 75,213 | 323 | 0.4% | $2.34万 | 加仓 |
| IEMG | ISHARES INC | $545.36万 | 0.34% | 65,833 | 58,710 | 824.2% | $486.35万 | 加仓 |
| BAC | BANK OF AMER CORP | $528.11万 | 0.33% | 92,684 | -109 | -0.1% | -$6,211 | 减仓 |
| — | EXXON MOBIL CORP | $523.11万 | 0.32% | 38,262 | -10,031 | -20.8% | -$137.14万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $512.27万 | 0.32% | 174,242 | -12,093 | -6.5% | -$35.55万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $510.01万 | 0.31% | 160,835 | 14,339 | 9.8% | $45.47万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $507.24万 | 0.31% | 4,394 | -483 | -9.9% | -$55.76万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $507.05万 | 0.31% | 12,199 | -66 | -0.5% | -$2.74万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $504.22万 | 0.31% | 26,466 | 5,228 | 24.6% | $99.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $498.78万 | 0.31% | 17,737 | -1,922 | -9.8% | -$54.05万 | 减仓 |
| LOW | LOWES COS INC | $496.17万 | 0.31% | 22,503 | 446 | 2.0% | $9.83万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $493.54万 | 0.30% | 80,303 | 4,881 | 6.5% | $30.00万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $493.06万 | 0.30% | 72,981 | 7,131 | 10.8% | $48.18万 | 加仓 |
| IMTM | ISHARES TR | $481.90万 | 0.30% | 90,362 | 17,903 | 24.7% | $95.48万 | 加仓 |
| PFE | PFIZER INC | $481.79万 | 0.30% | 200,077 | -1,545 | -0.8% | -$3.72万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $464.97万 | 0.29% | 43,253 | 623 | 1.5% | $6.70万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $463.67万 | 0.29% | 168,701 | 163,395 | 3,079.4% | $449.09万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $463.43万 | 0.29% | 101,541 | -1,108 | -1.1% | -$5.06万 | 减仓 |
| MOAT | VANECK ETF TRUST | $461.82万 | 0.29% | 44,423 | -4,382 | -9.0% | -$45.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $458.57万 | 0.28% | 64,361 | 41,851 | 185.9% | $298.19万 | 加仓 |
| TFC | TRUIST FINL CORP | $456.89万 | 0.28% | 91,708 | -1,508 | -1.6% | -$7.51万 | 减仓 |
| RY | ROYAL BK CDA | $434.36万 | 0.27% | 20,987 | -16 | -0.1% | -$3,311 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $427.66万 | 0.26% | 84,703 | -7,993 | -8.6% | -$40.36万 | 减仓 |
| HD | HOME DEPOT INC | $426.00万 | 0.26% | 12,079 | 353 | 3.0% | $12.45万 | 加仓 |
| D | DOMINION ENERGY INC | $423.68万 | 0.26% | 62,041 | 1,429 | 2.4% | $9.76万 | 加仓 |
| HEFA | ISHARES TR | $418.54万 | 0.26% | 89,194 | -8,135 | -8.4% | -$38.17万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $412.16万 | 0.25% | 246,800 | -2,016 | -0.8% | -$3.37万 | 减仓 |
| CVX | CHEVRON CORPORATION | $406.81万 | 0.25% | 24,542 | -1,374 | -5.3% | -$22.78万 | 减仓 |
| TSLA | TESLA INC | $406.09万 | 0.25% | 9,655 | 105 | 1.1% | $4.42万 | 加仓 |
| IWF | ISHARES TR | $397.00万 | 0.24% | 31,972 | 22,368 | 232.9% | $277.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $394.35万 | 0.24% | 21,798 | 706 | 3.3% | $12.77万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $393.86万 | 0.24% | 53,134 | 319 | 0.6% | $2.36万 | 加仓 |
| MRK | MERCK & CO INC | $385.34万 | 0.24% | 29,988 | 1,464 | 5.1% | $18.81万 | 加仓 |