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
IFLN INVESCO EXCH TRADED FD TR II $6,7970.00%379 51.3% $90 加仓
BWX SPDR SERIES TRUST $6,7830.00%309 51.6% $110 加仓
JGRO J P MORGAN EXCHANGE TRADED F $6,7620.00%80 80— $6,762 新建仓
PDN INVESCO EXCH TRADED FD TR II $6,5490.00%151 00.0% — 不变
SCHY SCHWAB STRATEGIC TR $6,3320.00%200 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6,1930.00%151 00.0% — 不变
FXR FIRST TR EXCHANGE-TRADED FD $6,1220.00%75 00.0% — 不变
DLS WISDOMTREE TR $5,9500.00%73 -33-31.1% -$2,690 减仓
IGEB ISHARES TR $5,8930.00%131 10.8% $45 加仓
FMAT FIDELITY COVINGTON TRUST $5,7640.00%100 00.0% — 不变
ARKF ARK ETF TR $5,7020.00%150 -5-3.2% -$190 减仓
— NEOS ETF TRUST $5,6870.00%100 100— $5,687 新建仓
EFG ISHARES TR $5,6800.00%51 00.0% — 不变
DGT SPDR SERIES TRUST $5,0860.00%30 00.0% — 不变
SMMU PIMCO ETF TR $5,0450.00%100 00.0% — 不变
FCOM FIDELITY COVINGTON TRUST $5,0410.00%74 00.0% — 不变
AUSF GLOBAL X FDS $4,9420.00%102 11.0% $48 加仓
AVDE AMERICAN CENTY ETF TR $4,8360.00%57 00.0% — 不变
— BANK AMERICA CORP $4,7660.00%4 00.0% — 不变
FXN FIRST TR EXCHANGE-TRADED FD $4,6150.00%205 00.0% — 不变
JETS ETF SER SOLUTIONS $4,5930.00%186 -10-5.1% -$247 减仓
— RBB FD INC $4,5490.00%161 00.0% — 不变
EBND SPDR SERIES TRUST $4,5300.00%219 00.0% — 不变
SPIP SPDR SERIES TRUST $4,4220.00%170 -376-68.9% -$9,780 减仓
— FIRST TR EXCHANGE-TRADED FD $4,4120.00%228 228— $4,412 新建仓
VPL VANGUARD INTL EQUITY INDEX F $4,2020.00%43 00.0% — 不变
THRO BLACKROCK ETF TRUST $4,1290.00%114 114— $4,129 新建仓
TGRW T ROWE PRICE ETF INC $4,0500.00%100 00.0% — 不变
VIOV VANGUARD ADMIRAL FDS INC $3,8900.00%38 00.0% — 不变
IGSB ISHARES TR $3,8890.00%74 00.0% — 不变
— AMPLIFY ETF TR $3,7980.00%165 00.0% — 不变
POCT INNOVATOR ETFS TRUST $3,7940.00%88 -2,026-95.8% -$8.73万 减仓
— TIDAL TRUST II $3,7610.00%135 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $3,7070.00%46 00.0% — 不变
— ISHARES TR $3,6540.00%100 00.0% — 不变
YYY AMPLIFY ETF TR $3,6400.00%330 00.0% — 不变
JMEE J P MORGAN EXCHANGE TRADED F $3,5780.00%54 00.0% — 不变
SPGP INVESCO EXCHANGE TRADED FD T $3,5370.00%33 -60-64.5% -$6,431 减仓
— VANECK ETF TRUST $3,5360.00%95 3046.2% $1,117 加仓
— FIRST TR EXCHNG TRADED FD VI $3,4920.00%300 9042.9% $1,048 加仓
ESGE ISHARES INC $3,3650.00%74 -8-9.8% -$364 减仓
EPP ISHARES INC $3,3480.00%63 00.0% — 不变
— ELEVATION SERIES TRUST $3,3190.00%93 00.0% — 不变
XYLD GLOBAL X FDS $3,2480.00%83 00.0% — 不变
IYZ ISHARES TR $3,1460.00%80 00.0% — 不变
FIIG FIRST TR EXCHANGE-TRADED FD $3,1130.00%150 106240.9% $2,200 加仓
TRUT VANECK ETF TRUST $3,0390.00%127 127— $3,039 新建仓
RWO SPDR INDEX SHS FDS $3,0210.00%66 00.0% — 不变
DIVI FRANKLIN TEMPLETON ETF TR $2,7870.00%70 00.0% — 不变
BJUN INNOVATOR ETFS TRUST $2,7750.00%60 -495-89.2% -$2.29万 减仓
SMMV ISHARES TR $2,6610.00%61 00.0% — 不变
SPHB INVESCO EXCH TRADED FD TR II $2,5510.00%22 00.0% — 不变
— INNOVATOR ETFS TRUST $2,4960.00%97 00.0% — 不变
— INNOVATOR ETFS TRUST $2,4870.00%90 90— $2,487 新建仓
— INNOVATOR ETFS TRUST $2,4840.00%98 98— $2,484 新建仓
— INNOVATOR ETFS TRUST $2,4830.00%91 91— $2,483 新建仓
ICF ISHARES TR $2,4760.00%40 00.0% — 不变
HYGH ISHARES U S ETF TR $2,3970.00%28 00.0% — 不变
LGLV SPDR SERIES TRUST $2,3150.00%13 -4-23.5% -$712 减仓
AGZ ISHARES TR $2,3040.00%21 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $2,2410.00%40 00.0% — 不变
— GLOBAL X FDS $2,2340.00%100 00.0% — 不变
— ISHARES TR $2,2340.00%151 10.7% $15 加仓
DFNM DIMENSIONAL ETF TRUST $2,2050.00%46 00.0% — 不变
ARKX ARK ETF TR $2,2010.00%75 00.0% — 不变
RWK INVESCO EXCH TRADED FD TR II $2,1970.00%17 -28-62.2% -$3,619 减仓
EMGF ISHARES INC $2,1750.00%36 -4-10.0% -$242 减仓
VOX VANGUARD WORLD FD $2,1580.00%12 7140.0% $1,259 加仓
AOA ISHARES TR $1,8630.00%21 -40-65.6% -$3,549 减仓
FENY FIDELITY COVINGTON TRUST $1,7010.00%50 00.0% — 不变
SPSB SPDR SERIES TRUST $1,6240.00%54 00.0% — 不变
— PROSHARES TR $1,5680.00%20 20— $1,568 新建仓
— INNOVATOR ETFS TRUST $1,4690.00%50 50— $1,469 新建仓
IDGT ISHARES TR $1,1730.00%12 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1,1720.00%12 00.0% — 不变
FMAR FIRST TR EXCHNG TRADED FD VI $1,0670.00%22 -144-86.7% -$6,984 减仓
FDEC FIRST TR EXCHNG TRADED FD VI $9940.00%20 -136-87.2% -$6,759 减仓
IAI ISHARES TR $9850.00%6 00.0% — 不变
EEMA ISHARES INC $9570.00%10 00.0% — 不变
TRFK PACER FDS TR $9340.00%15 15— $934 新建仓
QEFA SPDR INDEX SHS FDS $9330.00%10 00.0% — 不变
FSEP FIRST TR EXCHNG TRADED FD VI $9060.00%18 -138-88.5% -$6,946 减仓
JBTM JBT MAREL CORPORATION $8950.00%7 00.0% — 不变
ESGD ISHARES TR $8610.00%9 9— $861 新建仓
DNL WISDOMTREE TR $8450.00%21 00.0% — 不变
FALN ISHARES TR $8280.00%31 00.0% — 不变
— ISHARES INC $8130.00%20 00.0% — 不变
PICB INVESCO EXCH TRADED FD TR II $7850.00%34 -1,399-97.6% -$3.23万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $6710.00%10 -37-78.7% -$2,483 重新持有
SUSC ISHARES TR $6710.00%29 29— $671 新建仓
LGOV FIRST TR EXCHANGE-TRADED FD $6040.00%28 627.3% $129 加仓
— PACER FDS TR $5170.00%11 11— $517 新建仓
SRVR PACER FDS TR $4680.00%15 15— $468 新建仓
— DIMENSIONAL ETF TRUST $4050.00%6 00.0% — 不变
SUSB ISHARES TR $3760.00%15 15— $376 新建仓
SCIO FIRST TR EXCHANGE-TRADED FD $3720.00%18 18— $372 新建仓
— GLOBAL X FDS $3510.00%18 00.0% — 不变
— DIMENSIONAL ETF TRUST $2970.00%5 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2740.00%10 -98-90.7% -$2,685 减仓
XNTK SPDR SERIES TRUST $2550.00%1 00.0% — 不变