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
VSS VANGUARD INTL EQUITY INDEX F $3.50万0.00%227 5330.5% $8,177 加仓
SRPT SAREPTA THERAPEUTICS INC $3.49万0.00%37,000 00.0% — 不变
LIT GLOBAL X FDS $3.48万0.00%445 -100-18.3% -$7,823 减仓
VIOV VANGUARD ADMIRAL FDS INC $3.45万0.00%294 256673.7% $3.01万 加仓
ITB ISHARES TR $3.45万0.00%330 00.0% — 不变
— INNOVATOR ETFS TRUST $3.43万0.00%1,098 00.0% — 不变
KBE SPDR SERIES TRUST $3.41万0.00%500 00.0% — 不变
— VANECK ETF TRUST $3.40万0.00%731 10015.8% $4,649 加仓
TAXX BONDBLOXX ETF TRUST $3.35万0.00%660 00.0% — 不变
CORP PIMCO ETF TR $3.34万0.00%345 00.0% — 不变
VFH VANGUARD WORLD FD $3.29万0.00%250 00.0% — 不变
DIVI FRANKLIN TEMPLETON ETF TR $3.29万0.00%770 7001,000.0% $2.99万 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $3.29万0.00%629 00.0% — 不变
KOMP SPDR SERIES TRUST $3.28万0.00%459 -100-17.9% -$7,150 减仓
SJNK SPDR SERIES TRUST $3.27万0.00%1,306 00.0% — 不变
— INNOVATOR ETFS TRUST $3.27万0.00%994 994— $3.27万 新建仓
FHLC FIDELITY COVINGTON TRUST $3.25万0.00%420 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $3.22万0.00%525 -249-32.2% -$1.52万 减仓
USDU WISDOMTREE TR $3.19万0.00%1,191 28130.9% $7,517 加仓
— PG&E CORP $3.17万0.00%31,000 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3.15万0.00%1,000 -700-41.2% -$2.20万 减仓
CGIB CAPITAL GRP FIXED INCM ETF T $3.14万0.00%1,230 846220.3% $2.16万 加仓
SPTS SPDR SERIES TRUST $3.12万0.00%1,077 -3-0.3% -$87 减仓
FNCL FIDELITY COVINGTON TRUST $3.06万0.00%400 00.0% — 不变
STIP ISHARES TR $3.05万0.00%299 00.0% — 不变
— AB ACTIVE ETFS INC $3.04万0.00%1,200 00.0% — 不变
DFIC DIMENSIONAL ETF TRUST $3.04万0.00%815 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3.02万0.00%1,115 -200-15.2% -$5,419 减仓
RYLD GLOBAL X FDS $3.00万0.00%1,875 00.0% — 不变
— CALAMOS ETF TR $2.98万0.00%580 580— $2.98万 新建仓
DON WISDOMTREE TR $2.97万0.00%526 00.0% — 不变
— AIM ETF PRODUCTS TRUST $2.92万0.00%820 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2.92万0.00%530 00.0% — 不变
ILF ISHARES TR $2.92万0.00%864 -4-0.5% -$135 减仓
FEZ SPDR INDEX SHS FDS $2.89万0.00%421 00.0% — 不变
BNDW VANGUARD SCOTTSDALE FDS $2.88万0.00%420 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.85万0.00%1,215 -155-11.3% -$3,640 减仓
— HARRIS OAKMARK ETF TRUST $2.85万0.00%1,135 00.0% — 不变
PJAN INNOVATOR ETFS TRUST $2.80万0.00%565 -2,140-79.1% -$10.59万 减仓
IWC ISHARES TR $2.72万0.00%136 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.70万0.00%800 00.0% — 不变
RWR SPDR SERIES TRUST $2.68万0.00%237 10.4% $113 加仓
IGLB ISHARES TR $2.66万0.00%532 -1-0.2% -$50 减仓
— SELECT SECTOR SPDR TR $2.64万0.00%1,000 1,000— $2.64万 新建仓
IXN ISHARES TR $2.63万0.00%182 -7-3.7% -$1,011 减仓
FIDU FIDELITY COVINGTON TRUST $2.61万0.00%262 00.0% — 不变
IJAN INNOVATOR ETFS TRUST $2.59万0.00%681 -144-17.5% -$5,483 减仓
EMB ISHARES TR $2.57万0.00%266 11070.5% $1.06万 加仓
— ROUNDHILL ETF TRUST $2.56万0.00%500 500— $2.56万 新建仓
HYMB SPDR SERIES TRUST $2.54万0.00%1,000 00.0% — 不变
IMFL INVESCO EXCH TRD SLF IDX FD $2.52万0.00%734 734— $2.52万 新建仓
MLN VANECK ETF TRUST $2.52万0.00%1,415 00.0% — 不变
— CALAMOS ETF TR $2.51万0.00%1,068 1,068— $2.51万 新建仓
— FIRST TR EXCHNG TRADED FD VI $2.51万0.00%910 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.49万0.00%1,040 00.0% — 不变
EWC ISHARES INC $2.48万0.00%431 7220.1% $4,150 加仓
PJUN INNOVATOR ETFS TRUST $2.48万0.00%574 00.0% — 不变
MDYG SPDR SERIES TRUST $2.45万0.00%219 -199-47.6% -$2.23万 减仓
IAT ISHARES TR $2.45万0.00%394 00.0% — 不变
— ELEVATION SERIES TRUST $2.42万0.00%376 00.0% — 不变
— NEOS ETF TRUST $2.42万0.00%500 400400.0% $1.94万 加仓
FTXL FIRST TR EXCHANGE TRADED FD $2.42万0.00%85 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2.41万0.00%506 20.4% $95 加仓
DLS WISDOMTREE TR $2.40万0.00%286 213291.8% $1.78万 加仓
— VANECK ETF TRUST $2.39万0.00%720 00.0% — 不变
AVMV AMERICAN CENTY ETF TR $2.38万0.00%296 296— $2.38万 新建仓
— WELLS FARGO & CO $2.31万0.00%20 00.0% — 不变
COPX GLOBAL X FDS $2.31万0.00%300 -1-0.3% -$77 减仓
— FEDERATED HERMES ETF TRUST $2.30万0.00%1,000 1,000— $2.30万 新建仓
IJT ISHARES TR $2.25万0.00%126 00.0% — 不变
— SPDR SERIES TRUST $2.21万0.00%113 00.0% — 不变
— NEOS ETF TRUST $2.20万0.00%400 400— $2.20万 新建仓
NANR SPDR INDEX SHS FDS $2.19万0.00%290 -28-8.8% -$2,114 减仓
IMTB ISHARES TR $2.18万0.00%500 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $2.17万0.00%734 6841,368.0% $2.02万 加仓
ILDR FIRST TR EXCHNG TRADED FD VI $2.13万0.00%543 -11-2.0% -$432 减仓
— INNOVATOR ETFS TRUST $2.10万0.00%585 585— $2.10万 新建仓
BLV VANGUARD BD INDEX FDS $2.08万0.00%302 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.08万0.00%500 00.0% — 不变
PMBS PIMCO ETF TR $2.07万0.00%420 00.0% — 不变
UMAR INNOVATOR ETFS TRUST $2.04万0.00%483 00.0% — 不变
ANGL VANECK ETF TRUST $2.02万0.00%690 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.02万0.00%600 00.0% — 不变
TBUX T ROWE PRICE EXCHANGE-TRADED $1.99万0.00%400 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $1.99万0.00%265 2552,550.0% $1.91万 加仓
ICOP ISHARES TR $1.97万0.00%400 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $1.94万0.00%217 160280.7% $1.43万 加仓
GVIP GOLDMAN SACHS ETF TR $1.92万0.00%102 102— $1.92万 新建仓
HYBB ISHARES TR $1.92万0.00%411 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.91万0.00%950 25035.7% $5,033 加仓
SHM SPDR SERIES TRUST $1.89万0.00%395 00.0% — 不变
ICVT ISHARES TR $1.89万0.00%155 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $1.87万0.00%188 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.87万0.00%158 10.6% $118 加仓
— LONGEVERON INC $1.86万0.00%26,525 00.0% — 不变
QUS SPDR SERIES TRUST $1.83万0.00%98 00.0% — 不变
IXJ ISHARES TR $1.83万0.00%186 8278.8% $8,067 加仓
SMLV SPDR SERIES TRUST $1.79万0.00%114 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $1.79万0.00%300 00.0% — 不变
JMEE J P MORGAN EXCHANGE TRADED F $1.78万0.00%229 175324.1% $1.36万 加仓