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
SCHY SCHWAB STRATEGIC TR $6,3460.00%200 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $6,1760.00%158 -642-80.2% -$2.51万 减仓
IGEB ISHARES TR $5,9760.00%132 10.8% $45 加仓
JETS ETF SER SOLUTIONS $5,8630.00%176 -10-5.4% -$333 减仓
FMAT FIDELITY COVINGTON TRUST $5,8510.00%100 00.0% — 不变
— CAPITAL GRP FIXED INCM ETF T $5,6490.00%223 223— $5,649 新建仓
SCHZ SCHWAB STRATEGIC TR $5,5970.00%242 -286-54.2% -$6,615 减仓
DGT SPDR SERIES TRUST $5,5440.00%30 00.0% — 不变
FCOM FIDELITY COVINGTON TRUST $5,1420.00%74 00.0% — 不变
SMMU PIMCO ETF TR $5,0500.00%100 00.0% — 不变
AUSF GLOBAL X FDS $5,0270.00%103 11.0% $49 加仓
— BANK OF AMER CORP $5,0180.00%4 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $4,9750.00%43 00.0% — 不变
— RBB FD INC $4,9510.00%161 00.0% — 不变
— INNOVATOR ETFS TRUST $4,9490.00%156 156— $4,949 新建仓
SDIV GLOBAL X FDS $4,8880.00%200 200— $4,888 新建仓
— ISHARES TR $4,8130.00%100 00.0% — 不变
ARKW ARK ETF TR $4,7800.00%33 33— $4,780 新建仓
TGRW T ROWE PRICE EXCHANGE-TRADED $4,7720.00%100 00.0% — 不变
EBND SPDR SERIES TRUST $4,6230.00%221 20.9% $42 加仓
SPIP SPDR SERIES TRUST $4,3660.00%170 00.0% — 不变
— AMPLIFY ETF TR $4,2490.00%165 00.0% — 不变
FPXI FIRST TR EXCHANGE-TRADED FD $4,1870.00%50 50— $4,187 新建仓
FXN FIRST TR EXCHANGE-TRADED FD $4,1640.00%206 10.5% $20 加仓
POCT INNOVATOR ETFS TRUST $4,1300.00%89 11.1% $46 加仓
VOX VANGUARD WORLD FD $4,0470.00%22 1083.3% $1,840 加仓
AVLV AMERICAN CENTY ETF TR $3,9220.00%43 -77-64.2% -$7,023 减仓
CORO BLACKROCK ETF TRUST $3,9160.00%107 107— $3,916 新建仓
— FIRST TR EXCHNG TRADED FD VI $3,8280.00%337 3712.3% $420 加仓
YYY AMPLIFY ETF TR $3,8050.00%330 00.0% — 不变
HYGV FLEXSHARES TR $3,7310.00%93 93— $3,731 新建仓
— ELEVATION SERIES TRUST $3,7120.00%93 00.0% — 不变
ESGE ISHARES INC $3,6100.00%66 -8-10.8% -$438 减仓
FLIN FRANKLIN TEMPLETON ETF TR $3,5570.00%100 100— $3,557 新建仓
XAR SPDR SERIES TRUST $3,4050.00%12 -5,101-99.8% -$144.74万 减仓
XYLD GLOBAL X FDS $3,3860.00%83 00.0% — 不变
IYZ ISHARES TR $3,3850.00%80 00.0% — 不变
EPP ISHARES INC $3,3550.00%63 00.0% — 不变
RWO SPDR INDEX SHS FDS $3,2810.00%66 00.0% — 不变
FIIG FIRST TR EXCHANGE-TRADED FD $3,1480.00%152 21.3% $41 加仓
— VANECK ETF TRUST $2,9620.00%33 33— $2,962 新建仓
— ALPS ETF TR $2,9430.00%110 110— $2,943 新建仓
BJUN INNOVATOR ETFS TRUST $2,9210.00%60 00.0% — 不变
SMMV ISHARES TR $2,8080.00%61 00.0% — 不变
ICF ISHARES TR $2,7050.00%40 00.0% — 不变
— GLOBAL X FDS $2,6690.00%100 00.0% — 不变
EMGF ISHARES INC $2,6370.00%36 00.0% — 不变
FTCB FIRST TR EXCHANGE-TRADED FD $2,6280.00%126 -238-65.4% -$4,964 减仓
— INNOVATOR ETFS TRUST $2,5730.00%97 00.0% — 不变
ARKX ARK ETF TR $2,5590.00%75 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5500.00%91 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5460.00%96 96— $2,546 新建仓
— INNOVATOR ETFS TRUST $2,5440.00%90 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5430.00%98 00.0% — 不变
— INNOVATOR ETFS TRUST $2,5100.00%97 97— $2,510 新建仓
— INNOVATOR ETFS TRUST $2,5010.00%91 91— $2,501 新建仓
HYGH ISHARES U S ETF TR $2,4250.00%28 00.0% — 不变
BLCR BLACKROCK ETF TRUST $2,4180.00%48 48— $2,418 新建仓
TAN INVESCO EXCH TRADED FD TR II $2,3800.00%40 00.0% — 不变
DFNM DIMENSIONAL ETF TRUST $2,3680.00%49 36.5% $145 加仓
LGLV SPDR SERIES TRUST $2,3590.00%13 00.0% — 不变
— GLOBAL X FDS $2,3500.00%66 66— $2,350 新建仓
AGZ ISHARES TR $2,2950.00%21 00.0% — 不变
ACWX ISHARES TR $2,2070.00%29 29— $2,207 新建仓
EWX SPDR INDEX SHS FDS $2,1550.00%29 -120-80.5% -$8,917 减仓
— INNOVATOR ETFS TRUST $2,0700.00%68 68— $2,070 新建仓
— ISHARES TR $1,9790.00%152 10.7% $13 加仓
IALT BLACKROCK ETF TRUST $1,9640.00%70 70— $1,964 新建仓
QCLN FIRST TR EXCHANGE-TRADED FD $1,9620.00%32 32— $1,962 新建仓
EMHY ISHARES INC $1,9110.00%47 47— $1,911 新建仓
— AMPLIFY ETF TR $1,9060.00%124 124— $1,906 新建仓
SPSB SPDR SERIES TRUST $1,6210.00%54 00.0% — 不变
SHLD GLOBAL X FDS $1,4930.00%25 25— $1,493 新建仓
IDGT ISHARES TR $1,4370.00%12 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1,1710.00%12 00.0% — 不变
FMAR FIRST TR EXCHNG TRADED FD VI $1,1500.00%22 00.0% — 不变
FDEC FIRST TR EXCHNG TRADED FD VI $1,0890.00%20 00.0% — 不变
EEMA ISHARES INC $1,0530.00%9 -1-10.0% -$117 减仓
IAI ISHARES TR $1,0520.00%6 00.0% — 不变
FSEP FIRST TR EXCHNG TRADED FD VI $9910.00%18 00.0% — 不变
DNL WISDOMTREE TR $9710.00%21 00.0% — 不变
QEFA SPDR INDEX SHS FDS $9600.00%10 00.0% — 不变
TIPX SPDR SERIES TRUST $8710.00%46 46— $871 新建仓
FALN ISHARES TR $8440.00%31 00.0% — 不变
LGOV FIRST TR EXCHANGE-TRADED FD $6420.00%30 27.1% $43 加仓
— ISHARES INC $5810.00%15 -5-25.0% -$194 减仓
— PACER FDS TR $5060.00%11 00.0% — 不变
SRVR PACER FDS TR $4780.00%15 00.0% — 不变
SCIO FIRST TR EXCHANGE-TRADED FD $4550.00%22 422.2% $83 加仓
XNTK SPDR SERIES TRUST $3910.00%1 00.0% — 不变
— DIMENSIONAL ETF TRUST $3500.00%5 -1-16.7% -$70 减仓
— DIMENSIONAL ETF TRUST $3330.00%5 00.0% — 不变
RWK INVESCO EXCH TRADED FD TR II $3130.00%2 -15-88.2% -$2,348 减仓
— FIRST TR EXCHNG TRADED FD VI $2870.00%10 00.0% — 不变
— GLOBAL X FDS $1360.00%6 -12-66.7% -$272 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $1350.00%4 00.0% — 不变
— GLOBAL X FDS $1130.00%2 2— $113 新建仓
AOA ISHARES TR $1090.00%1 -20-95.2% -$2,180 减仓
SPGP INVESCO EXCHANGE TRADED FD T $1060.00%1 -32-97.0% -$3,392 减仓
SCHC SCHWAB STRATEGIC TR $960.00%2 00.0% — 不变