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
BBHY J P MORGAN EXCHANGE TRADED F $3.97万0.00%867 -527-37.8% -$2.42万 减仓
VTWO VANGUARD SCOTTSDALE FDS $3.97万0.00%396 -50-11.2% -$5,007 减仓
DLN WISDOMTREE TR $3.93万0.00%440 -402-47.7% -$3.59万 减仓
BJUL INNOVATOR ETFS TRUST $3.93万0.00%790 -80-9.2% -$3,975 减仓
— INVESCO EXCHANGE TRADED FD T $3.85万0.00%676 -74-9.9% -$4,215 减仓
FXH FIRST TR EXCHANGE-TRADED FD $3.84万0.00%350 4514.8% $4,940 加仓
TFI SPDR SERIES TRUST $3.81万0.00%840 15121.9% $6,846 加仓
FXO FIRST TR EXCHANGE-TRADED FD $3.81万0.00%677 -25-3.6% -$1,406 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $3.78万0.00%1,511 1,511— $3.78万 新建仓
ARKQ ARK ETF TR $3.78万0.00%336 00.0% — 不变
— INNOVATOR ETFS TRUST $3.76万0.00%1,310 00.0% — 不变
IOO ISHARES TR $3.70万0.00%306 -49-13.8% -$5,930 减仓
GJUN FIRST TR EXCHNG TRADED FD VI $3.66万0.00%929 8611,266.2% $3.39万 加仓
FLTR VANECK ETF TRUST $3.60万0.00%1,414 00.0% — 不变
FTGS FIRST TR EXCHANGE-TRADED FD $3.56万0.00%1,046 16218.3% $5,515 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $3.56万0.00%792 303.9% $1,347 加仓
— FIRST TR EXCHNG TRADED FD VI $3.50万0.00%899 899— $3.50万 新建仓
— FIRST TR EXCHNG TRADED FD VI $3.47万0.00%941 -85-8.3% -$3,132 减仓
— INNOVATOR ETFS TRUST $3.44万0.00%993 00.0% — 不变
SRPT SAREPTA THERAPEUTICS INC $3.40万0.00%37,000 00.0% — 不变
CORP PIMCO ETF TR $3.34万0.00%345 00.0% — 不变
TAXX BONDBLOXX ETF TRUST $3.34万0.00%660 660— $3.34万 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $3.30万0.00%228 10.4% $145 加仓
— INNOVATOR ETFS TRUST $3.28万0.00%1,098 00.0% — 不变
KOMP SPDR SERIES TRUST $3.27万0.00%559 00.0% — 不变
BUG GLOBAL X FDS $3.26万0.00%1,300 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3.26万0.00%1,315 00.0% — 不变
SJNK SPDR SERIES TRUST $3.26万0.00%1,306 675.4% $1,674 加仓
— PG&E CORP $3.21万0.00%31,000 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3.17万0.00%782 -77-9.0% -$3,118 减仓
— INVESCO EXCHANGE TRADED FD T $3.16万0.00%530 00.0% — 不变
SPTS SPDR SERIES TRUST $3.15万0.00%1,080 -35-3.1% -$1,021 减仓
QGRO AMERICAN CENTY ETF TR $3.15万0.00%300 00.0% — 不变
STIP ISHARES TR $3.09万0.00%299 -102-25.4% -$1.06万 减仓
— PACER FDS TR $3.09万0.00%955 8701,023.5% $2.82万 加仓
ILF ISHARES TR $3.08万0.00%868 00.0% — 不变
VFH VANGUARD WORLD FD $3.02万0.00%250 -7-2.7% -$846 减仓
— FIRST TR EXCHNG TRADED FD VI $3.00万0.00%1,370 00.0% — 不变
FOCT FIRST TR EXCHNG TRADED FD VI $3.00万0.00%629 00.0% — 不变
IJAN INNOVATOR ETFS TRUST $2.99万0.00%825 825— $2.99万 新建仓
ITB ISHARES TR $2.99万0.00%330 00.0% — 不变
— AB ACTIVE ETFS INC $2.99万0.00%1,200 00.0% — 不变
KBE SPDR SERIES TRUST $2.98万0.00%500 00.0% — 不变
HEDJ WISDOMTREE TR $2.97万0.00%568 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.97万0.00%800 800— $2.97万 新建仓
FHLC FIDELITY COVINGTON TRUST $2.95万0.00%420 00.0% — 不变
DFIC DIMENSIONAL ETF TRUST $2.90万0.00%815 815— $2.90万 新建仓
BNDW VANGUARD SCOTTSDALE FDS $2.87万0.00%420 00.0% — 不变
GAPR FIRST TR EXCHNG TRADED FD VI $2.85万0.00%703 -147-17.3% -$5,949 减仓
FNCL FIDELITY COVINGTON TRUST $2.81万0.00%400 00.0% — 不变
RYLD GLOBAL X FDS $2.80万0.00%1,875 00.0% — 不变
TECB ISHARES TR $2.77万0.00%500 00.0% — 不变
DON WISDOMTREE TR $2.76万0.00%526 00.0% — 不变
— LONGEVERON INC $2.76万0.00%26,525 00.0% — 不变
FBCG FIDELITY COVINGTON TRUST $2.76万0.00%550 20057.1% $1.00万 加仓
— HARRIS OAKMARK ETF TRUST $2.75万0.00%1,135 1,135— $2.75万 新建仓
— AIM ETF PRODUCTS TRUST $2.73万0.00%820 820— $2.73万 新建仓
FJUN FIRST TR EXCHNG TRADED FD VI $2.73万0.00%483 349260.4% $1.97万 加仓
NANR SPDR INDEX SHS FDS $2.67万0.00%318 -106-25.0% -$8,904 减仓
IGLB ISHARES TR $2.65万0.00%533 10.2% $50 加仓
RWL INVESCO EXCH TRADED FD TR II $2.63万0.00%229 00.0% — 不变
IGM ISHARES TR $2.63万0.00%222 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.62万0.00%800 00.0% — 不变
FEZ SPDR INDEX SHS FDS $2.61万0.00%421 00.0% — 不变
DRSK ETF SER SOLUTIONS $2.61万0.00%954 954— $2.61万 新建仓
— VANECK ETF TRUST $2.56万0.00%631 -50-7.3% -$2,027 减仓
— FIRST TR EXCHANGE TRADED FD $2.55万0.00%1,317 1,317— $2.55万 新建仓
VSS VANGUARD INTL EQUITY INDEX F $2.54万0.00%174 -16-8.4% -$2,333 减仓
— FIRST TR EXCHNG TRADED FD VI $2.50万0.00%597 597— $2.50万 新建仓
HYMB SPDR SERIES TRUST $2.48万0.00%1,000 00.0% — 不变
MLN VANECK ETF TRUST $2.47万0.00%1,415 00.0% — 不变
— VANECK ETF TRUST $2.46万0.00%720 -130-15.3% -$4,438 减仓
PJUN INNOVATOR ETFS TRUST $2.40万0.00%574 00.0% — 不变
USDU WISDOMTREE TR $2.40万0.00%910 910— $2.40万 新建仓
— FIRST TR EXCHNG TRADED FD VI $2.38万0.00%910 -112-11.0% -$2,931 减仓
RWR SPDR SERIES TRUST $2.38万0.00%236 10.4% $101 加仓
— INVESCO EXCHANGE TRADED FD T $2.37万0.00%504 30.6% $141 加仓
— INNOVATOR ETFS TRUST $2.31万0.00%844 844— $2.31万 新建仓
— WELLS FARGO & CO $2.31万0.00%20 00.0% — 不变
COPX GLOBAL X FDS $2.30万0.00%301 -1,978-86.8% -$15.10万 减仓
— FIRST TR EXCHNG TRADED FD VI $2.29万0.00%1,040 00.0% — 不变
FIDU FIDELITY COVINGTON TRUST $2.27万0.00%262 00.0% — 不变
PSK SPDR SERIES TRUST $2.19万0.00%711 -142-16.6% -$4,379 减仓
IMTB ISHARES TR $2.19万0.00%500 00.0% — 不变
IWC ISHARES TR $2.17万0.00%136 -25-15.5% -$3,990 减仓
— INVESCO EXCHANGE TRADED FD T $2.12万0.00%542 00.0% — 不变
IAT ISHARES TR $2.12万0.00%394 -36-8.4% -$1,938 减仓
PMBS PIMCO ETF TR $2.08万0.00%420 00.0% — 不变
BLV VANGUARD BD INDEX FDS $2.08万0.00%302 -16-5.0% -$1,101 减仓
— NEOS ETF TRUST $2.01万0.00%442 4021,005.0% $1.83万 加仓
TBUX T ROWE PRICE ETF INC $1.99万0.00%400 300300.0% $1.49万 加仓
ANGL VANECK ETF TRUST $1.98万0.00%690 00.0% — 不变
EWC ISHARES INC $1.97万0.00%359 -62-14.7% -$3,397 减仓
— FIRST TR EXCHNG TRADED FD VI $1.95万0.00%600 -175-22.6% -$5,693 减仓
— FIRST TR EXCHNG TRADED FD VI $1.93万0.00%500 -68-12.0% -$2,627 减仓
UMAR INNOVATOR ETFS TRUST $1.92万0.00%483 00.0% — 不变
HYBB ISHARES TR $1.91万0.00%411 00.0% — 不变
ICOP ISHARES TR $1.90万0.00%400 400— $1.90万 新建仓
IXN ISHARES TR $1.89万0.00%189 00.0% — 不变
SHM SPDR SERIES TRUST $1.89万0.00%395 -765-65.9% -$3.66万 减仓