Capital Investment Advisory Services, LLC
RALEIGH NC · SEC CIK 0001659203
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $331.87万 | 0.24% | 12,265 | 2,667 | 27.8% | $72.16万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $327.57万 | 0.24% | 38,579 | -738 | -1.9% | -$6.27万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $323.96万 | 0.24% | 65,302 | -10,366 | -13.7% | -$51.43万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $289.52万 | 0.21% | 73,426 | -21,782 | -22.9% | -$85.89万 | 减仓 |
| USMV | ISHARES TR | $287.08万 | 0.21% | 30,955 | 1,500 | 5.1% | $13.91万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $286.25万 | 0.21% | 27,881 | -2,838 | -9.2% | -$29.14万 | 减仓 |
| PEP | PEPSICO INC | $283.34万 | 0.21% | 18,246 | -297 | -1.6% | -$4.61万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $282.66万 | 0.21% | 72,552 | -2,214 | -3.0% | -$8.63万 | 减仓 |
| O | REALTY INCOME CORP | $282.61万 | 0.21% | 46,193 | -4,764 | -9.3% | -$29.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $282.25万 | 0.21% | 21,238 | 4 | 0.0% | $532 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $281.43万 | 0.21% | 122,626 | 7,202 | 6.2% | $16.53万 | 加仓 |
| KO | COCA COLA CO | $278.56万 | 0.20% | 36,629 | -2,110 | -5.4% | -$16.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $278.21万 | 0.20% | 2,792 | -42 | -1.5% | -$4.19万 | 减仓 |
| QDPL | PACER FDS TR | $274.23万 | 0.20% | 68,319 | 2,532 | 3.8% | $10.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $270.39万 | 0.20% | 28,771 | -954 | -3.2% | -$8.97万 | 减仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $270.23万 | 0.20% | 79,574 | -858 | -1.1% | -$2.91万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $259.12万 | 0.19% | 53,470 | 203 | 0.4% | $9,837 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $258.51万 | 0.19% | 3,056 | 30 | 1.0% | $2.54万 | 加仓 |
| MTUM | ISHARES TR | $257.40万 | 0.19% | 10,726 | -116 | -1.1% | -$2.78万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $252.09万 | 0.18% | 11,722 | 131 | 1.1% | $2.82万 | 加仓 |
| BP | BP PLC | $252.08万 | 0.18% | 53,635 | -2,824 | -5.0% | -$13.27万 | 减仓 |
| SSO | PROSHARES TR | $245.85万 | 0.18% | 47,388 | -175,324 | -78.7% | -$909.58万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $243.17万 | 0.18% | 20,139 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $242.54万 | 0.18% | 10,730 | -235 | -2.1% | -$5.31万 | 减仓 |
| MS | MORGAN STANLEY | $241.54万 | 0.18% | 14,677 | 75 | 0.5% | $1.23万 | 加仓 |
| IEI | ISHARES TR | $241.24万 | 0.18% | 20,341 | -674 | -3.2% | -$7.99万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $241.11万 | 0.18% | 48,405 | 37,827 | 357.6% | $188.42万 | 加仓 |
| PTLC | PACER FDS TR | $240.77万 | 0.18% | 45,896 | -1,627 | -3.4% | -$8.54万 | 减仓 |
| MCD | MCDONALDS CORP | $240.35万 | 0.18% | 7,733 | -120 | -1.5% | -$3.73万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $237.33万 | 0.17% | 30,778 | 1,071 | 3.6% | $8.26万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $235.83万 | 0.17% | 71,572 | 71,572 | — | $235.83万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $235.61万 | 0.17% | 37,590 | 3,105 | 9.0% | $19.46万 | 加仓 |
| SO | SOUTHERN CO | $234.06万 | 0.17% | 24,250 | 2,793 | 13.0% | $26.96万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $230.86万 | 0.17% | 130,062 | 1,988 | 1.6% | $3.53万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $229.86万 | 0.17% | 21,742 | -6,499 | -23.0% | -$68.71万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $228.19万 | 0.17% | 141,120 | -27,415 | -16.3% | -$44.33万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $227.29万 | 0.17% | 46,661 | -732 | -1.5% | -$3.57万 | 减仓 |
| GE | GE AEROSPACE | $225.89万 | 0.16% | 7,960 | -1,054 | -11.7% | -$29.91万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $222.54万 | 0.16% | 3,608 | -150 | -4.0% | -$9.25万 | 减仓 |
| NFLX | NETFLIX INC. | $221.33万 | 0.16% | 23,019 | 1,786 | 8.4% | $17.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $218.12万 | 0.16% | 74,880 | 970 | 1.3% | $2.83万 | 加仓 |
| ETN | EATON CORP PLC | $217.71万 | 0.16% | 6,087 | 152 | 2.6% | $5.44万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $217.43万 | 0.16% | 48,718 | 6,818 | 16.3% | $30.43万 | 加仓 |
| T | AT&T INC | $216.64万 | 0.16% | 74,728 | 1,966 | 2.7% | $5.70万 | 加仓 |
| GEV | GE VERNOVA INC | $215.43万 | 0.16% | 2,468 | -79 | -3.1% | -$6.90万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $212.13万 | 0.15% | 56,060 | 4,388 | 8.5% | $16.60万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $211.89万 | 0.15% | 100,806 | 35,729 | 54.9% | $75.10万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $211.36万 | 0.15% | 30,955 | 3,749 | 13.8% | $25.60万 | 加仓 |
| IUSB | ISHARES TR | $207.51万 | 0.15% | 44,926 | 3,400 | 8.2% | $15.70万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $204.07万 | 0.15% | 45,119 | 967 | 2.2% | $4.37万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $203.22万 | 0.15% | 50,565 | 11,995 | 31.1% | $48.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $202.90万 | 0.15% | 6,004 | 2,074 | 52.8% | $70.09万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $201.15万 | 0.15% | 160,663 | 48,784 | 43.6% | $61.08万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $198.75万 | 0.14% | 32,770 | -1,560 | -4.5% | -$9.46万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $194.77万 | 0.14% | 20,997 | -1,686 | -7.4% | -$15.64万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $194.59万 | 0.14% | 32,942 | 2,806 | 9.3% | $16.58万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $194.31万 | 0.14% | 58,972 | 6,484 | 12.4% | $21.36万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $191.70万 | 0.14% | 42,876 | 2,698 | 6.7% | $12.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $191.38万 | 0.14% | 20,605 | -220 | -1.1% | -$2.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $187.48万 | 0.14% | 3,752 | -171 | -4.4% | -$8.54万 | 减仓 |
| CSCO | CISCO SYS INC | $186.68万 | 0.14% | 24,060 | -8,314 | -25.7% | -$64.51万 | 减仓 |
| COWZ | PACER FDS TR | $183.60万 | 0.13% | 29,347 | -14,672 | -33.3% | -$91.79万 | 减仓 |
| FDUS | FIDUS INVT CORP | $183.12万 | 0.13% | 105,120 | 4,940 | 4.9% | $8.61万 | 加仓 |
| BLK | BLACKROCK INC | $182.91万 | 0.13% | 1,902 | 6 | 0.3% | $5,770 | 加仓 |
| RTX | RTX CORPORATION | $181.18万 | 0.13% | 9,393 | 290 | 3.2% | $5.59万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $180.20万 | 0.13% | 90,462 | 4,698 | 5.5% | $9.36万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $177.69万 | 0.13% | 81,845 | 6,404 | 8.5% | $13.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $177.56万 | 0.13% | 23,643 | -392 | -1.6% | -$2.94万 | 减仓 |
| NLR | VANECK ETF TRUST | $177.07万 | 0.13% | 13,294 | -4,907 | -27.0% | -$65.36万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $175.30万 | 0.13% | 49,352 | -1,878 | -3.7% | -$6.67万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $170.66万 | 0.12% | 42,169 | -1,294 | -3.0% | -$5.24万 | 减仓 |
| KLAC | KLA CORP | $169.65万 | 0.12% | 1,152 | -68 | -5.6% | -$10.01万 | 减仓 |
| — | PROSHARES TR | $168.94万 | 0.12% | 36,198 | -1,758 | -4.6% | -$8.20万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $168.20万 | 0.12% | 2,465 | 1,044 | 73.5% | $71.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $164.78万 | 0.12% | 4,877 | 2,589 | 113.2% | $87.47万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $160.32万 | 0.12% | 47,800 | 9,007 | 23.2% | $30.21万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $160.24万 | 0.12% | 27,954 | 4,601 | 19.7% | $26.37万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $158.73万 | 0.12% | 47,339 | -752 | -1.6% | -$2.52万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $158.10万 | 0.12% | 32,154 | 11,052 | 52.4% | $54.34万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $157.23万 | 0.11% | 14,142 | -1,292 | -8.4% | -$14.36万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $157.06万 | 0.11% | 4,023 | 328 | 8.9% | $12.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $155.23万 | 0.11% | 4,542 | -3,898 | -46.2% | -$133.22万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $153.98万 | 0.11% | 31,113 | 7,006 | 29.1% | $34.67万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $152.52万 | 0.11% | 17,704 | -382 | -2.1% | -$3.29万 | 减仓 |
| ACWI | ISHARES TR | $151.44万 | 0.11% | 10,944 | -127 | -1.1% | -$1.76万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $150.75万 | 0.11% | 41,864 | 5,570 | 15.3% | $20.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $150.57万 | 0.11% | 7,047 | 7,047 | — | $150.57万 | 新建仓 |
| IEF | ISHARES TR | $150.48万 | 0.11% | 15,767 | 648 | 4.3% | $6.18万 | 加仓 |
| BA | BOEING CO | $149.67万 | 0.11% | 7,520 | 780 | 11.6% | $15.52万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $147.23万 | 0.11% | 31,305 | -1,265 | -3.9% | -$5.95万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $146.19万 | 0.11% | 31,670 | 2,177 | 7.4% | $10.05万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $144.71万 | 0.11% | 19,907 | -3,703 | -15.7% | -$26.92万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $144.33万 | 0.11% | 76,690 | 10,600 | 16.0% | $19.95万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $144.24万 | 0.11% | 22,510 | 6,657 | 42.0% | $42.66万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.10% | 2 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $142.33万 | 0.10% | 3,633 | -634 | -14.9% | -$24.84万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $142.21万 | 0.10% | 3,070 | -24 | -0.8% | -$1.11万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $141.73万 | 0.10% | 36,889 | 8,502 | 30.0% | $32.66万 | 加仓 |
| QCOM | QUALCOMM INC | $141.57万 | 0.10% | 10,993 | 476 | 4.5% | $6.13万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $140.74万 | 0.10% | 58,689 | 4,004 | 7.3% | $9.60万 | 加仓 |