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 |
|---|---|---|---|---|---|---|---|---|
| MSCI | MSCI INC | $140.52万 | 0.10% | 2,607 | 40 | 1.6% | $2.16万 | 加仓 |
| IWMI | NEOS ETF TRUST | $139.86万 | 0.10% | 29,507 | 3,662 | 14.2% | $17.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $139.01万 | 0.10% | 14,034 | 651 | 4.9% | $6.45万 | 加仓 |
| DGRO | ISHARES TR | $138.35万 | 0.10% | 19,714 | -156,450 | -88.8% | -$1,097.97万 | 减仓 |
| IVV | ISHARES TR | $138.11万 | 0.10% | 2,114 | -20,339 | -90.6% | -$1,328.79万 | 减仓 |
| WFC | WELLS FARGO & CO | $137.15万 | 0.10% | 17,227 | 84 | 0.5% | $6,687 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $137.08万 | 0.10% | 27,767 | 9,918 | 55.6% | $48.96万 | 加仓 |
| AZO | AUTOZONE INC | $136.80万 | 0.10% | 405 | -10 | -2.4% | -$3.38万 | 减仓 |
| WSO | WATSCO INC | $135.91万 | 0.10% | 3,736 | 1 | 0.0% | $364 | 加仓 |
| DIS | DISNEY WALT CO | $135.31万 | 0.10% | 14,039 | 449 | 3.3% | $4.33万 | 加仓 |
| TGT | TARGET CORP | $134.48万 | 0.10% | 11,096 | -1,606 | -12.6% | -$19.46万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $134.10万 | 0.10% | 8,093 | 64 | 0.8% | $1.06万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $133.97万 | 0.10% | 26,445 | -675 | -2.5% | -$3.42万 | 减仓 |
| — | ELEVATION SERIES TRUST | $132.11万 | 0.10% | 32,506 | 285 | 0.9% | $1.16万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $131.35万 | 0.10% | 69,280 | 10,312 | 17.5% | $19.55万 | 加仓 |
| PAYX | PAYCHEX INC | $131.05万 | 0.10% | 14,226 | 9,074 | 176.1% | $83.59万 | 加仓 |
| TJX | TJX COS INC NEW | $131.04万 | 0.10% | 8,205 | 55 | 0.7% | $8,784 | 加仓 |
| XAR | SPDR SERIES TRUST | $129.86万 | 0.09% | 5,113 | -374 | -6.8% | -$9.50万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $129.28万 | 0.09% | 38,182 | -907 | -2.3% | -$3.07万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $129.26万 | 0.09% | 68,865 | 19,836 | 40.5% | $37.23万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $128.07万 | 0.09% | 22,636 | 1,183 | 5.5% | $6.69万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $127.37万 | 0.09% | 66,132 | 23,641 | 55.6% | $45.53万 | 加仓 |
| SOXX | ISHARES TR | $126.90万 | 0.09% | 3,861 | 180 | 4.9% | $5.92万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $125.11万 | 0.09% | 37,201 | 37,201 | — | $125.11万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $124.57万 | 0.09% | 144,511 | 144,511 | — | $124.57万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $124.52万 | 0.09% | 20,760 | 1,319 | 6.8% | $7.91万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $124.27万 | 0.09% | 2,783 | -179 | -6.0% | -$7.99万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $122.57万 | 0.09% | 34,525 | 470 | 1.4% | $1.67万 | 加仓 |
| CLX | CLOROX CO DEL | $122.31万 | 0.09% | 11,803 | 2,163 | 22.4% | $22.42万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $121.69万 | 0.09% | 27,771 | -181 | -0.6% | -$7,932 | 减仓 |
| INTC | INTEL CORP | $120.20万 | 0.09% | 27,238 | -3,255 | -10.7% | -$14.36万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $119.68万 | 0.09% | 29,312 | 2,373 | 8.8% | $9.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $118.84万 | 0.09% | 35,029 | -1,405 | -3.9% | -$4.77万 | 减仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $118.53万 | 0.09% | 54,622 | 7,244 | 15.3% | $15.72万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $117.72万 | 0.09% | 38,598 | 1,245 | 3.3% | $3.80万 | 加仓 |
| NUE | NUCOR CORP | $117.24万 | 0.09% | 6,933 | -1,280 | -15.6% | -$21.65万 | 减仓 |
| — | PACER FDS TR | $113.47万 | 0.08% | 59,783 | 10,708 | 21.8% | $20.32万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $112.33万 | 0.08% | 10,168 | 2,483 | 32.3% | $27.43万 | 加仓 |
| ITA | ISHARES TR | $111.53万 | 0.08% | 5,099 | 431 | 9.2% | $9.43万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $110.33万 | 0.08% | 6,882 | 627 | 10.0% | $10.05万 | 加仓 |
| PY | PRINCIPAL EXCHANGE TRADED FD | $109.92万 | 0.08% | 21,347 | -5,807 | -21.4% | -$29.90万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $109.41万 | 0.08% | 55,878 | 13,948 | 33.3% | $27.31万 | 加仓 |
| SYK | STRYKER CORPORATION | $108.04万 | 0.08% | 3,288 | -46 | -1.4% | -$1.51万 | 减仓 |
| SUB | ISHARES TR | $107.48万 | 0.08% | 10,092 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $105.73万 | 0.08% | 11,135 | 927 | 9.1% | $8.80万 | 加仓 |
| DE | DEERE & CO | $105.62万 | 0.08% | 1,875 | -227 | -10.8% | -$12.79万 | 减仓 |
| HACK | AMPLIFY ETF TR | $105.16万 | 0.08% | 14,004 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $104.86万 | 0.08% | 30,474 | 9,448 | 44.9% | $32.51万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $104.60万 | 0.08% | 23,347 | -1,436 | -5.8% | -$6.43万 | 减仓 |
| ORCL | ORACLE CORP | $103.42万 | 0.08% | 7,030 | -312 | -4.2% | -$4.59万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $103.08万 | 0.08% | 38,812 | 4,116 | 11.9% | $10.93万 | 加仓 |
| IWF | ISHARES TR | $102.38万 | 0.07% | 2,401 | -115 | -4.6% | -$4.90万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $101.43万 | 0.07% | 42,019 | -1,852 | -4.2% | -$4.47万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $101.28万 | 0.07% | 21,798 | 96 | 0.4% | $4,460 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $100.44万 | 0.07% | 10,411 | 4,462 | 75.0% | $43.05万 | 加仓 |
| MMM | 3M CO | $99.22万 | 0.07% | 6,832 | -2,218 | -24.5% | -$32.21万 | 减仓 |
| EFV | ISHARES TR | $99.08万 | 0.07% | 13,326 | 1,704 | 14.7% | $12.67万 | 加仓 |
| MELI | MERCADOLIBRE INC | $97.69万 | 0.07% | 565 | 4 | 0.7% | $6,916 | 加仓 |
| — | PACER FDS TR | $96.87万 | 0.07% | 41,346 | -1,024 | -2.4% | -$2.40万 | 减仓 |
| RHI | ROBERT HALF INC. | $96.68万 | 0.07% | 38,063 | 38,063 | — | $96.68万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $96.28万 | 0.07% | 23,094 | 22,354 | 3,020.8% | $93.19万 | 加仓 |
| DOW | DOW HLDGS INC | $96.11万 | 0.07% | 23,077 | -8,318 | -26.5% | -$34.64万 | 减仓 |
| IJH | ISHARES TR | $96.07万 | 0.07% | 14,227 | -103,733 | -87.9% | -$700.49万 | 减仓 |
| CVS | CVS HEALTH CORP | $96.01万 | 0.07% | 13,368 | -134 | -1.0% | -$9,624 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $95.66万 | 0.07% | 9,276 | 838 | 9.9% | $8.64万 | 加仓 |
| NEM | NEWMONT CORP | $94.44万 | 0.07% | 8,724 | 4,818 | 123.3% | $52.16万 | 加仓 |
| IRM | IRON MTN INC DEL | $94.31万 | 0.07% | 9,234 | -405 | -4.2% | -$4.14万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $94.14万 | 0.07% | 6,590 | 265 | 4.2% | $3.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $93.63万 | 0.07% | 3,575 | 9 | 0.3% | $2,357 | 加仓 |
| COP | CONOCOPHILLIPS | $92.64万 | 0.07% | 7,018 | -2 | -0.0% | -$264 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $92.31万 | 0.07% | 17,489 | 700 | 4.2% | $3.69万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $92.17万 | 0.07% | 21,666 | 3,696 | 20.6% | $15.72万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $92.09万 | 0.07% | 2,683 | 648 | 31.8% | $22.24万 | 加仓 |
| UNP | UNION PAC CORP | $90.68万 | 0.07% | 3,738 | -80 | -2.1% | -$1.94万 | 减仓 |
| MDT | MEDTRONIC PLC | $90.51万 | 0.07% | 10,446 | -322 | -3.0% | -$2.79万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $89.94万 | 0.07% | 2,973 | -3 | -0.1% | -$908 | 减仓 |
| GILD | GILEAD SCIENCES INC | $89.72万 | 0.07% | 6,438 | 51 | 0.8% | $7,107 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $89.64万 | 0.07% | 17,645 | -649 | -3.5% | -$3.30万 | 减仓 |
| MGK | VANGUARD WORLD FD | $89.51万 | 0.07% | 2,436 | -20 | -0.8% | -$7,349 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $89.27万 | 0.07% | 12,410 | 1,052 | 9.3% | $7.57万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $88.70万 | 0.06% | 27,528 | -20 | -0.1% | -$644 | 减仓 |
| — | PACER FDS TR | $88.40万 | 0.06% | 29,664 | -766 | -2.5% | -$2.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $87.68万 | 0.06% | 1,257 | -31 | -2.4% | -$2.16万 | 减仓 |
| IYW | ISHARES TR | $87.35万 | 0.06% | 4,815 | -469 | -8.9% | -$8.51万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $86.04万 | 0.06% | 29,176 | 10,145 | 53.3% | $29.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $85.60万 | 0.06% | 12,035 | 408 | 3.5% | $2.90万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $85.11万 | 0.06% | 7,683 | 3,162 | 69.9% | $35.03万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $84.86万 | 0.06% | 15,847 | 12,449 | 366.4% | $66.67万 | 加仓 |
| DG | DOLLAR GEN CORP | $84.85万 | 0.06% | 7,146 | -2,900 | -28.9% | -$34.43万 | 减仓 |
| ALB | ALBEMARLE CORP | $84.84万 | 0.06% | 4,726 | -984 | -17.2% | -$17.66万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $84.47万 | 0.06% | 34,128 | -2,069 | -5.7% | -$5.12万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $83.93万 | 0.06% | 4,233 | -320 | -7.0% | -$6.35万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $83.57万 | 0.06% | 4,061 | 10 | 0.2% | $2,058 | 加仓 |
| SBUX | STARBUCKS CORP | $83.23万 | 0.06% | 9,290 | -189 | -2.0% | -$1.69万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $82.99万 | 0.06% | 10,302 | -117 | -1.1% | -$9,425 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $82.09万 | 0.06% | 22,029 | -673 | -3.0% | -$2.51万 | 减仓 |
| CRM | SALESFORCE INC | $81.90万 | 0.06% | 4,387 | 1,388 | 46.3% | $25.91万 | 加仓 |
| ASML | ASML HLDG NV | $81.76万 | 0.06% | 619 | 2 | 0.3% | $2,642 | 加仓 |
| IEFA | ISHARES TR | $81.44万 | 0.06% | 8,996 | -67,324 | -88.2% | -$609.48万 | 减仓 |
| TBIL | RBB FD INC | $81.28万 | 0.06% | 16,303 | 8,800 | 117.3% | $43.88万 | 加仓 |