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
XT ISHARES TR $1.87万0.00%275 00.0% — 不变
KAPR INNOVATOR ETFS TRUST $1.86万0.00%512 00.0% — 不变
IJT ISHARES TR $1.82万0.00%126 -94-42.7% -$1.36万 减仓
BBCA J P MORGAN EXCHANGE TRADED F $1.77万0.00%188 -1-0.5% -$94 减仓
— KRANESHARES TRUST $1.75万0.00%935 -2,100-69.2% -$3.93万 减仓
IWP ISHARES TR $1.73万0.00%135 -94-41.0% -$1.20万 减仓
QUS SPDR SERIES TRUST $1.68万0.00%98 00.0% — 不变
— SPDR SERIES TRUST $1.66万0.00%113 00.0% — 不变
ILDR FIRST TR EXCHNG TRADED FD VI $1.65万0.00%554 -52-8.6% -$1,549 减仓
JPRE J P MORGAN EXCHANGE TRADED F $1.63万0.00%339 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.62万0.00%157 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.62万0.00%1,215 1,215— $1.62万 新建仓
— FIRST TR EXCHANGE-TRADED FD $1.61万0.00%252 00.0% — 不变
ICVT ISHARES TR $1.58万0.00%155 00.0% — 不变
SMLV SPDR SERIES TRUST $1.56万0.00%114 4770.1% $6,443 加仓
— QUANTUM SI INC $1.55万0.00%20,000 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1.55万0.00%450 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $1.52万0.00%580 -505-46.5% -$1.33万 重新持有
FTXO FIRST TR EXCHANGE TRADED FD $1.51万0.00%417 -66-13.7% -$2,387 减仓
YEAR AB ACTIVE ETFS INC $1.51万0.00%299 31.0% $151 加仓
— ELEVATION SERIES TRUST $1.50万0.00%376 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $1.50万0.00%150 116341.2% $1.16万 加仓
— INVESCO EXCHANGE TRADED FD T $1.48万0.00%500 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $1.47万0.00%300 00.0% — 不变
EMB ISHARES TR $1.47万0.00%156 10.6% $94 加仓
UFEB INNOVATOR ETFS TRUST $1.46万0.00%402 402— $1.46万 新建仓
— AMPHASTAR PHARMACEUTICALS IN $1.45万0.00%16,000 00.0% — 不变
XMLV INVESCO EXCH TRADED FD TR II $1.44万0.00%228 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $1.43万0.00%322 -75-18.9% -$3,334 减仓
IAGG ISHARES TR $1.43万0.00%286 13083.3% $6,505 加仓
RWX SPDR INDEX SHS FDS $1.41万0.00%528 00.0% — 不变
IBDW ISHARES TR $1.40万0.00%669 669— $1.40万 新建仓
PGF INVESCO EXCHANGE TRADED FD T $1.38万0.00%1,000 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.34万0.00%700 700— $1.34万 新建仓
— FIRST TR EXCHNG TRADED FD VI $1.32万0.00%500 00.0% — 不变
FFEB FIRST TR EXCHNG TRADED FD VI $1.30万0.00%232 00.0% — 不变
IAPR INNOVATOR ETFS TRUST $1.30万0.00%409 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.27万0.00%270 00.0% — 不变
EZU ISHARES INC $1.26万0.00%201 00.0% — 不变
FTXL FIRST TR EXCHANGE TRADED FD $1.25万0.00%85 00.0% — 不变
SPBO SPDR SERIES TRUST $1.25万0.00%431 10431.8% $3,019 加仓
XDEC FIRST TR EXCHNG TRADED FD VI $1.25万0.00%309 -104-25.2% -$4,192 减仓
SCHZ SCHWAB STRATEGIC TR $1.23万0.00%528 -54-9.3% -$1,254 减仓
SPEM SPDR INDEX SHS FDS $1.22万0.00%259 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.21万0.00%200 00.0% — 不变
— DIMENSIONAL ETF TRUST $1.20万0.00%310 10.3% $39 加仓
MUNI PIMCO ETF TR $1.20万0.00%230 20.9% $104 加仓
— HARTFORD FDS EXCHANGE TRADED $1.19万0.00%438 00.0% — 不变
DWX SPDR INDEX SHS FDS $1.18万0.00%258 00.0% — 不变
— GLOBAL X FDS $1.09万0.00%356 10.3% $30 加仓
— INNOVATOR ETFS TRUST $1.08万0.00%568 568— $1.08万 新建仓
XTRE BONDBLOXX ETF TRUST $1.07万0.00%216 113109.7% $5,595 加仓
EIDO ISHARES TR $1.07万0.00%677 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $1.06万0.00%67 00.0% — 不变
IYG ISHARES TR $1.04万0.00%125 125— $1.04万 新建仓
— AMPLIFY ETF TR $1.03万0.00%240 00.0% — 不变
PCG PG&E CORP $1.02万0.00%581 9319.1% $1,634 加仓
— FIRST TR EXCHNG TRADED FD VI $1.02万0.00%440 00.0% — 不变
TFLR T ROWE PRICE ETF INC $1.01万0.00%200 00.0% — 不变
EWX SPDR INDEX SHS FDS $9,8520.00%149 96.4% $595 加仓
JPME J P MORGAN EXCHANGE TRADED F $9,8500.00%86 801,333.3% $9,163 加仓
DXJ WISDOMTREE TR $9,8320.00%62 62— $9,832 新建仓
IXJ ISHARES TR $9,7280.00%104 00.0% — 不变
CGIB CAPITAL GRP FIXED INCM ETF T $9,6900.00%384 384— $9,690 新建仓
AVLV AMERICAN CENTY ETF TR $9,6730.00%120 120— $9,673 新建仓
— PACER FDS TR $9,6670.00%400 4312.0% $1,039 加仓
— VANECK ETF TRUST $9,3920.00%300 00.0% — 不变
INDA ISHARES TR $9,3680.00%200 00.0% — 不变
USRT ISHARES TR $9,3520.00%158 -134-45.9% -$7,931 减仓
ARGT GLOBAL X FDS $9,3320.00%100 00.0% — 不变
— NEOS ETF TRUST $9,1600.00%278 7235.0% $2,372 加仓
HYEM VANECK ETF TRUST $9,0760.00%460 00.0% — 不变
HAP VANECK ETF TRUST $9,0590.00%125 00.0% — 不变
— PACER FDS TR $8,8640.00%202 00.0% — 不变
SLQD ISHARES TR $8,8360.00%175 -200-53.3% -$1.01万 减仓
ISCF ISHARES TR $8,7760.00%210 210— $8,776 新建仓
IHAK ISHARES TR $8,7370.00%200 00.0% — 不变
SPMB SPDR SERIES TRUST $8,3070.00%371 -61-14.1% -$1,366 减仓
— FIRST TR EXCHNG TRADED FD VI $8,2020.00%250 00.0% — 不变
EXI ISHARES TR $8,1450.00%45 00.0% — 不变
— ALPS ETF TR $8,0250.00%97 00.0% — 不变
COMT ISHARES U S ETF TR $8,0130.00%237 237— $8,013 新建仓
GVI ISHARES TR $7,8940.00%74 68.8% $640 加仓
RPV INVESCO EXCHANGE TRADED FD T $7,8390.00%73 73— $7,839 新建仓
DGRS WISDOMTREE TR $7,8380.00%148 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $7,8130.00%230 00.0% — 不变
— INNOVATOR ETFS TRUST $7,7810.00%261 261— $7,781 新建仓
— TIDAL TRUST II $7,7200.00%200 00.0% — 不变
— ELEVATION SERIES TRUST $7,6830.00%181 00.0% — 不变
— INNOVATOR ETFS TRUST $7,6390.00%272 272— $7,639 新建仓
XTWY BONDBLOXX ETF TRUST $7,6310.00%203 203— $7,631 新建仓
FTCB FIRST TR EXCHANGE-TRADED FD $7,6290.00%364 164.6% $335 加仓
IVLU ISHARES TR $7,6190.00%192 -62-24.4% -$2,460 减仓
EEMS ISHARES INC $7,6100.00%110 00.0% — 不变
EWW ISHARES INC $7,5230.00%100 00.0% — 不变
AGGY WISDOMTREE TR $7,3870.00%170 -31-15.4% -$1,347 减仓
— INNOVATOR ETFS TRUST $7,1880.00%258 258— $7,188 新建仓
VCR VANGUARD WORLD FD $7,1810.00%20 -2-9.1% -$718 减仓
DFEB FIRST TR EXCHNG TRADED FD VI $6,9160.00%146 00.0% — 不变
DNOV FIRST TR EXCHNG TRADED FD VI $6,8980.00%144 00.0% — 不变