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
— QUANTUM SI INC $1.77万0.00%20,000 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1.72万0.00%450 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.58万0.00%253 10.4% $63 加仓
UFEB INNOVATOR ETFS TRUST $1.55万0.00%402 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $1.55万0.00%151 10.7% $103 加仓
XMLV INVESCO EXCH TRADED FD TR II $1.52万0.00%229 10.4% $66 加仓
FTXO FIRST TR EXCHANGE TRADED FD $1.52万0.00%367 -50-12.0% -$2,066 减仓
— FIDELITY COVINGTON TRUST $1.51万0.00%410 410— $1.51万 新建仓
IBTI ISHARES TR $1.51万0.00%680 680— $1.51万 新建仓
— INVESCO EXCHANGE TRADED FD T $1.50万0.00%500 00.0% — 不变
QGRW WISDOMTREE TR $1.49万0.00%225 225— $1.49万 新建仓
INDA ISHARES TR $1.48万0.00%300 10050.0% $4,939 加仓
— AMPHASTAR PHARMACEUTICALS IN $1.45万0.00%16,000 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.45万0.00%1,302 877.2% $967 加仓
FXL FIRST TR EXCHANGE-TRADED FD $1.45万0.00%67 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $1.44万0.00%321 -1-0.3% -$45 减仓
IAGG ISHARES TR $1.44万0.00%284 -2-0.7% -$101 减仓
RWX SPDR INDEX SHS FDS $1.43万0.00%528 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.42万0.00%500 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.42万0.00%270 00.0% — 不变
FFEB FIRST TR EXCHNG TRADED FD VI $1.41万0.00%232 00.0% — 不变
EZU ISHARES INC $1.40万0.00%201 00.0% — 不变
— PACER FDS TR $1.39万0.00%566 16641.5% $4,084 加仓
— GLOBAL X FDS $1.37万0.00%356 00.0% — 不变
PGF INVESCO EXCHANGE TRADED FD T $1.37万0.00%1,000 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $1.37万0.00%300 300— $1.37万 新建仓
— DIMENSIONAL ETF TRUST $1.37万0.00%308 -2-0.6% -$89 减仓
— HARTFORD FDS EXCHANGE TRADED $1.37万0.00%438 00.0% — 不变
— GLOBAL X FDS $1.36万0.00%240 240— $1.36万 新建仓
YEAR AB ACTIVE ETFS INC $1.32万0.00%262 -37-12.4% -$1,860 减仓
— FIRST TR EXCHANGE-TRADED FD $1.23万0.00%200 00.0% — 不变
— KRANESHARES TRUST $1.22万0.00%705 -230-24.6% -$3,977 减仓
— COLUMBIA ETF TR I $1.22万0.00%300 300— $1.22万 新建仓
MUNI PIMCO ETF TR $1.22万0.00%231 10.4% $53 加仓
IHAK ISHARES TR $1.22万0.00%200 00.0% — 不变
DWX SPDR INDEX SHS FDS $1.19万0.00%258 00.0% — 不变
FXR FIRST TR EXCHANGE-TRADED FD $1.14万0.00%125 5066.7% $4,556 加仓
— INNOVATOR ETFS TRUST $1.13万0.00%568 00.0% — 不变
IYG ISHARES TR $1.13万0.00%125 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.13万0.00%540 312136.8% $6,523 加仓
— FIRST TR EXCHNG TRADED FD VI $1.12万0.00%440 00.0% — 不变
— AMPLIFY ETF TR $1.11万0.00%240 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.10万0.00%248 -892-78.2% -$3.96万 减仓
SPEM SPDR INDEX SHS FDS $1.10万0.00%212 -47-18.1% -$2,434 减仓
— FIRST TR EXCHANGE-TRADED FD $1.08万0.00%198 198— $1.08万 新建仓
— FEDERATED HERMES ETF TRUST $1.07万0.00%200 200— $1.07万 新建仓
— VANECK ETF TRUST $1.06万0.00%300 00.0% — 不变
USRT ISHARES TR $1.05万0.00%158 00.0% — 不变
— VANECK ETF TRUST $1.04万0.00%163 6871.6% $4,344 加仓
— FIRST TR EXCHANGE TRADED FD $1.04万0.00%434 434— $1.04万 新建仓
— PACER FDS TR $1.04万0.00%202 00.0% — 不变
— NEOS ETF TRUST $1.03万0.00%225 225— $1.03万 新建仓
DXJ WISDOMTREE TR $1.02万0.00%59 -3-4.8% -$521 减仓
— INVESCO EXCHANGE TRADED FD T $1.02万0.00%302 -240-44.3% -$8,123 减仓
JPME J P MORGAN EXCHANGE TRADED F $1.02万0.00%82 -4-4.7% -$497 减仓
REMX VANECK ETF TRUST $1.02万0.00%115 115— $1.02万 新建仓
TFLR T ROWE PRICE EXCHANGE-TRADED $1.01万0.00%200 00.0% — 不变
IBB ISHARES TR $9,5100.00%50 28127.3% $5,326 重新持有
HYEM VANECK ETF TRUST $9,2510.00%460 00.0% — 不变
— ALPS ETF TR $9,2440.00%97 00.0% — 不变
ARGT GLOBAL X FDS $9,1300.00%100 00.0% — 不变
ISCF ISHARES TR $9,0910.00%210 00.0% — 不变
EXI ISHARES TR $9,0230.00%45 00.0% — 不变
SLQD ISHARES TR $8,8150.00%175 00.0% — 不变
DGRS WISDOMTREE TR $8,7840.00%148 00.0% — 不变
HAP VANECK ETF TRUST $8,5760.00%125 00.0% — 不变
— ELEVATION SERIES TRUST $8,5250.00%181 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $8,4610.00%250 00.0% — 不变
— INNOVATOR ETFS TRUST $8,4510.00%272 00.0% — 不变
KAPR INNOVATOR ETFS TRUST $8,4380.00%212 -300-58.6% -$1.19万 减仓
EEMS ISHARES INC $8,3480.00%110 00.0% — 不变
SPMB SPDR SERIES TRUST $8,2100.00%368 -3-0.8% -$67 减仓
PCG PG&E CORP $8,2080.00%488 -93-16.0% -$1,564 减仓
EWU ISHARES TR $8,1670.00%177 177— $8,167 新建仓
— INNOVATOR ETFS TRUST $8,1630.00%261 00.0% — 不变
IWY ISHARES TR $8,1370.00%28 28— $8,137 新建仓
EWW ISHARES INC $8,1290.00%108 88.0% $602 加仓
— INNOVATOR ETFS TRUST $8,1130.00%258 00.0% — 不变
XTRE BONDBLOXX ETF TRUST $8,0900.00%165 -51-23.6% -$2,501 减仓
IVLU ISHARES TR $8,0290.00%192 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $7,8810.00%151 00.0% — 不变
PSK SPDR SERIES TRUST $7,8770.00%258 -453-63.7% -$1.38万 减仓
PICK ISHARES INC $7,8590.00%135 135— $7,859 新建仓
DFAX DIMENSIONAL ETF TRUST $7,8470.00%213 -17-7.4% -$626 减仓
EFG ISHARES TR $7,7140.00%62 1121.6% $1,369 加仓
EIDO ISHARES TR $7,6570.00%677 00.0% — 不变
DNOV FIRST TR EXCHNG TRADED FD VI $7,6000.00%148 42.8% $205 加仓
GJUN FIRST TR EXCHNG TRADED FD VI $7,5790.00%184 -745-80.2% -$3.07万 减仓
DFEB FIRST TR EXCHNG TRADED FD VI $7,3720.00%146 00.0% — 不变
THRO BLACKROCK ETF TRUST $7,2860.00%169 5548.2% $2,371 加仓
— FIRST TR EXCHNG TRADED FD VI $7,2470.00%178 -721-80.2% -$2.94万 减仓
— NEOS ETF TRUST $7,1140.00%301 238.3% $544 加仓
AGGY WISDOMTREE TR $7,0870.00%163 -7-4.1% -$304 减仓
IFLN INVESCO EXCH TRADED FD TR II $7,0420.00%385 61.6% $110 加仓
PDN INVESCO EXCH TRADED FD TR II $6,7920.00%151 00.0% — 不变
BWX SPDR SERIES TRUST $6,6770.00%308 -1-0.3% -$22 减仓
— CALAMOS ETF TR $6,6440.00%302 302— $6,644 新建仓
IAPR INNOVATOR ETFS TRUST $6,6420.00%200 -209-51.1% -$6,941 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $6,5950.00%110 -373-77.2% -$2.24万 减仓
XLB SELECT SECTOR SPDR TR $6,3750.00%125 -869-87.4% -$4.43万 减仓