Capital Investment Advisory Services, LLC
RALEIGH NC · SEC CIK 0001659203
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VPU | VANGUARD WORLD FD | $381.03万 | 0.24% | 19,467 | 931 | 5.0% | $18.22万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $377.49万 | 0.23% | 71,603 | 31 | 0.0% | $1,634 | 加仓 |
| IWM | ISHARES TR | $376.43万 | 0.23% | 12,529 | -23,388 | -65.1% | -$702.68万 | 减仓 |
| MO | ALTRIA GROUP INC | $375.09万 | 0.23% | 52,132 | 1,241 | 2.4% | $8.93万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $374.89万 | 0.23% | 36,319 | -2,260 | -5.9% | -$23.33万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $374.00万 | 0.23% | 70,420 | -10,116 | -12.6% | -$53.73万 | 减仓 |
| MTUM | ISHARES TR | $370.87万 | 0.23% | 10,818 | 92 | 0.9% | $3.15万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $369.15万 | 0.23% | 12,392 | -1,642 | -11.7% | -$48.91万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $366.74万 | 0.23% | 66,668 | 13,198 | 24.7% | $72.60万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $363.47万 | 0.22% | 40,453 | 2,863 | 7.6% | $25.72万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $353.71万 | 0.22% | 43,636 | 12,681 | 41.0% | $102.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $348.96万 | 0.22% | 82,419 | -796 | -1.0% | -$3.37万 | 减仓 |
| ENB | ENBRIDGE INC | $345.75万 | 0.21% | 63,779 | -917 | -1.4% | -$4.97万 | 减仓 |
| AMAT | APPLIED MATLS INC | $345.73万 | 0.21% | 4,782 | 240 | 5.3% | $17.35万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $341.71万 | 0.21% | 6,707 | -152 | -2.2% | -$7.74万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $339.80万 | 0.21% | 78,767 | 5,341 | 7.3% | $23.04万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $339.31万 | 0.21% | 81,477 | 79,265 | 3,583.4% | $330.10万 | 加仓 |
| KLAC | KLA CORP | $334.06万 | 0.21% | 11,072 | -448 | -3.9% | -$13.52万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $329.16万 | 0.20% | 3,411 | -222 | -6.1% | -$21.42万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $325.66万 | 0.20% | 78,948 | 6,396 | 8.8% | $26.38万 | 加仓 |
| AMGN | AMGEN INC | $320.31万 | 0.20% | 8,846 | -1,441 | -14.0% | -$52.18万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $313.69万 | 0.19% | 66,459 | 15,894 | 31.4% | $75.02万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $310.97万 | 0.19% | 4,421 | 813 | 22.5% | $57.19万 | 加仓 |
| MS | MORGAN STANLEY | $310.74万 | 0.19% | 14,865 | 188 | 1.3% | $3.93万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $310.45万 | 0.19% | 238,624 | 10,227 | 4.5% | $13.31万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $306.42万 | 0.19% | 3,030 | -26 | -0.9% | -$2.63万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $305.57万 | 0.19% | 20,139 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $305.03万 | 0.19% | 7,039 | -8 | -0.1% | -$3,467 | 减仓 |
| SSO | PROSHARES TR | $302.57万 | 0.19% | 44,905 | -2,483 | -5.2% | -$16.73万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $301.21万 | 0.19% | 59,247 | -6,055 | -9.3% | -$30.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $299.99万 | 0.19% | 3,931 | -92 | -2.3% | -$7.02万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $298.97万 | 0.18% | 53,727 | 52,320 | 3,718.6% | $291.14万 | 加仓 |
| KO | COCA COLA CO | $297.96万 | 0.18% | 36,663 | 34 | 0.1% | $2,763 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $297.25万 | 0.18% | 124,634 | 2,008 | 1.6% | $4.79万 | 加仓 |
| IEI | ISHARES TR | $295.62万 | 0.18% | 25,170 | 4,829 | 23.7% | $56.72万 | 加仓 |
| USMV | ISHARES TR | $295.40万 | 0.18% | 30,624 | -331 | -1.1% | -$3.19万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $289.99万 | 0.18% | 48,582 | 36,632 | 306.5% | $218.66万 | 加仓 |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $285.83万 | 0.18% | 79,641 | 67 | 0.1% | $2,405 | 加仓 |
| CSCO | CISCO SYS INC | $285.14万 | 0.18% | 24,275 | 215 | 0.9% | $2.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $280.52万 | 0.17% | 5,874 | -130 | -2.2% | -$6.21万 | 减仓 |
| QDPL | PACER FDS TR | $280.46万 | 0.17% | 62,229 | -6,090 | -8.9% | -$27.45万 | 减仓 |
| O | REALTY INCOME CORP | $277.86万 | 0.17% | 44,846 | -1,347 | -2.9% | -$8.35万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $276.75万 | 0.17% | 65,597 | 61,872 | 1,661.0% | $261.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $275.51万 | 0.17% | 2,945 | 153 | 5.5% | $14.31万 | 加仓 |
| ETN | EATON CORP PLC | $274.25万 | 0.17% | 6,436 | 349 | 5.7% | $14.87万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $273.09万 | 0.17% | 29,597 | 826 | 2.9% | $7.62万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $272.00万 | 0.17% | 11,495 | -227 | -1.9% | -$5.37万 | 减仓 |
| PTLC | PACER FDS TR | $270.58万 | 0.17% | 46,444 | 548 | 1.2% | $3.19万 | 加仓 |
| INTC | INTEL CORP | $266.85万 | 0.16% | 19,112 | -8,126 | -29.8% | -$113.46万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $265.08万 | 0.16% | 31,007 | 229 | 0.7% | $1.96万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $264.15万 | 0.16% | 78,058 | 3,178 | 4.2% | $10.75万 | 加仓 |
| WFC | WELLS FARGO & CO | $261.56万 | 0.16% | 31,650 | 14,423 | 83.7% | $119.19万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $258.86万 | 0.16% | 16,315 | -8,503 | -34.3% | -$134.91万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $255.21万 | 0.16% | 52,052 | 3,334 | 6.8% | $16.35万 | 加仓 |
| — | PROSHARES TR | $252.63万 | 0.16% | 37,577 | 1,379 | 3.8% | $9.27万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $251.89万 | 0.16% | 21,590 | -1,418 | -6.2% | -$16.54万 | 减仓 |
| MCD | MCDONALDS CORP | $251.41万 | 0.16% | 9,301 | 1,568 | 20.3% | $42.38万 | 加仓 |
| PEP | PEPSICO INC | $247.56万 | 0.15% | 18,283 | 37 | 0.2% | $5,010 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $246.52万 | 0.15% | 92,173 | 92,173 | — | $246.52万 | 新建仓 |
| IUSB | ISHARES TR | $243.43万 | 0.15% | 52,748 | 7,822 | 17.4% | $36.10万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $242.85万 | 0.15% | 48,784 | 379 | 0.8% | $1.89万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $242.62万 | 0.15% | 22,102 | 11,691 | 112.3% | $128.33万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $238.31万 | 0.15% | 133,281 | 3,219 | 2.5% | $5.76万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $237.79万 | 0.15% | 6,973 | 91 | 1.3% | $3.10万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $235.64万 | 0.15% | 28,136 | 4,493 | 19.0% | $37.63万 | 加仓 |
| SOXX | ISHARES TR | $233.40万 | 0.14% | 3,643 | -218 | -5.6% | -$13.97万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $232.99万 | 0.14% | 46,137 | -524 | -1.1% | -$2.65万 | 减仓 |
| SO | SOUTHERN CO | $232.22万 | 0.14% | 24,263 | 13 | 0.1% | $1,244 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $229.89万 | 0.14% | 38,761 | 7,648 | 24.6% | $45.36万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $229.64万 | 0.14% | 87,817 | -12,989 | -12.9% | -$33.97万 | 减仓 |
| AIPO | TIDAL TRUST II | $228.85万 | 0.14% | 68,497 | 36,977 | 117.3% | $123.54万 | 加仓 |
| GEV | GE VERNOVA INC | $227.46万 | 0.14% | 1,936 | -532 | -21.6% | -$62.50万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $220.97万 | 0.14% | 60,940 | 1,968 | 3.3% | $7.14万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $220.56万 | 0.14% | 21,541 | -201 | -0.9% | -$2.06万 | 减仓 |
| UPSD | ETF SER SOLUTIONS | $219.97万 | 0.14% | 78,003 | 73,191 | 1,521.0% | $206.40万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $218.20万 | 0.13% | 59,359 | 3,299 | 5.9% | $12.13万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $216.35万 | 0.13% | 130,920 | -10,200 | -7.2% | -$16.86万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $205.63万 | 0.13% | 46,229 | 9,340 | 25.3% | $41.54万 | 加仓 |
| FDUS | FIDUS INVT CORP | $204.00万 | 0.13% | 106,974 | 1,854 | 1.8% | $3.54万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $202.97万 | 0.13% | 21,611 | 614 | 2.9% | $5.77万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $201.42万 | 0.12% | 28,724 | 770 | 2.8% | $5.40万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $201.15万 | 0.12% | 43,948 | 1,072 | 2.5% | $4.91万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $199.84万 | 0.12% | 90,466 | 4 | 0.0% | $88 | 加仓 |
| MA | MASTERCARD INCORPORATED | $199.60万 | 0.12% | 3,886 | 134 | 3.6% | $6.88万 | 加仓 |
| GE | GE AEROSPACE | $198.93万 | 0.12% | 5,323 | -2,637 | -33.1% | -$98.55万 | 减仓 |
| RTX | RTX CORPORATION | $198.13万 | 0.12% | 10,443 | 1,050 | 11.2% | $19.92万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $193.47万 | 0.12% | 33,117 | 175 | 0.5% | $1.02万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $189.90万 | 0.12% | 45,214 | 3,045 | 7.2% | $12.79万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $189.63万 | 0.12% | 32,911 | 141 | 0.4% | $8,124 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $189.36万 | 0.12% | 151,244 | -9,419 | -5.9% | -$11.79万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $186.03万 | 0.11% | 84,638 | 84,638 | — | $186.03万 | 新建仓 |
| BLK | BLACKROCK INC | $183.97万 | 0.11% | 1,913 | 11 | 0.6% | $1.06万 | 加仓 |
| NFLX | NETFLIX INC. | $183.33万 | 0.11% | 25,677 | 2,658 | 11.5% | $18.98万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $182.41万 | 0.11% | 13,689 | 6,006 | 78.2% | $80.03万 | 加仓 |
| COWZ | PACER FDS TR | $181.00万 | 0.11% | 29,100 | -247 | -0.8% | -$1.54万 | 减仓 |
| QCOM | QUALCOMM INC | $178.11万 | 0.11% | 9,638 | -1,355 | -12.3% | -$25.04万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $177.81万 | 0.11% | 13,883 | -259 | -1.8% | -$3.32万 | 减仓 |
| IWMI | NEOS ETF TRUST | $177.46万 | 0.11% | 33,157 | 3,650 | 12.4% | $19.53万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $177.32万 | 0.11% | 31,519 | -151 | -0.5% | -$8,495 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $175.42万 | 0.11% | 82,356 | 511 | 0.6% | $1.09万 | 加仓 |