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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $175.34万 | 0.11% | 19,978 | -627 | -3.0% | -$5.50万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $173.97万 | 0.11% | 34,525 | 27,910 | 421.9% | $140.64万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $172.97万 | 0.11% | 34,680 | 2,526 | 7.9% | $12.60万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $172.95万 | 0.11% | 48,426 | -926 | -1.9% | -$3.31万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $172.60万 | 0.11% | 39,973 | -5,146 | -11.4% | -$22.22万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $171.88万 | 0.11% | 54,755 | 35,111 | 178.7% | $110.21万 | 加仓 |
| ACWI | ISHARES TR | $171.79万 | 0.11% | 10,944 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $171.04万 | 0.11% | 3,274 | 204 | 6.6% | $10.66万 | 加仓 |
| IEFA | ISHARES TR | $168.11万 | 0.10% | 17,406 | 8,410 | 93.5% | $81.22万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $167.72万 | 0.10% | 41,712 | 3,530 | 9.2% | $14.19万 | 加仓 |
| EFA | ISHARES TR | $166.93万 | 0.10% | 16,069 | 13,723 | 585.0% | $142.56万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $165.75万 | 0.10% | 42,142 | 278 | 0.7% | $1.09万 | 加仓 |
| IEF | ISHARES TR | $164.76万 | 0.10% | 17,422 | 1,655 | 10.5% | $15.65万 | 加仓 |
| BA | BOEING CO | $161.64万 | 0.10% | 7,467 | -53 | -0.7% | -$1.15万 | 减仓 |
| IVV | ISHARES TR | $161.38万 | 0.10% | 2,155 | 41 | 1.9% | $3.07万 | 加仓 |
| VB | VANGUARD INDEX FDS | $158.96万 | 0.10% | 5,244 | 1,669 | 46.7% | $50.59万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $157.28万 | 0.10% | 17,704 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $155.69万 | 0.10% | 3,736 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $154.83万 | 0.10% | 31,418 | 9,752 | 45.0% | $48.06万 | 加仓 |
| PAYX | PAYCHEX INC | $154.36万 | 0.10% | 15,699 | 1,473 | 10.4% | $14.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $153.23万 | 0.09% | 47,929 | 590 | 1.2% | $1.89万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $150.75万 | 0.09% | 19,731 | -176 | -0.9% | -$1.34万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $150.24万 | 0.09% | 28,025 | 258 | 0.9% | $1.38万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.09% | 2 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $148.77万 | 0.09% | 12,827 | -467 | -3.5% | -$5.42万 | 减仓 |
| T | AT&T INC | $147.74万 | 0.09% | 71,371 | -3,357 | -4.5% | -$6.95万 | 减仓 |
| — | ELEVATION SERIES TRUST | $146.46万 | 0.09% | 32,281 | -225 | -0.7% | -$1.02万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $145.86万 | 0.09% | 59,999 | 1,310 | 2.2% | $3.18万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $145.23万 | 0.09% | 41,722 | 3,124 | 8.1% | $10.87万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $143.80万 | 0.09% | 8,140 | 47 | 0.6% | $8,303 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $143.42万 | 0.09% | 25,442 | 3,644 | 16.7% | $20.54万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $143.21万 | 0.09% | 23,559 | 923 | 4.1% | $5.61万 | 加仓 |
| MSCI | MSCI INC | $143.09万 | 0.09% | 2,555 | -52 | -2.0% | -$2.91万 | 减仓 |
| TGT | TARGET CORP | $143.03万 | 0.09% | 10,951 | -145 | -1.3% | -$1.89万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $141.06万 | 0.09% | 15,546 | -12,335 | -44.2% | -$111.93万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $139.77万 | 0.09% | 146,047 | 1,536 | 1.1% | $1.47万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $138.68万 | 0.09% | 11,116 | 948 | 9.3% | $11.83万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $138.60万 | 0.09% | 72,642 | 3,362 | 4.9% | $6.41万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $137.89万 | 0.09% | 21,020 | 260 | 1.3% | $1.71万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $136.77万 | 0.08% | 40,877 | -6,923 | -14.5% | -$23.16万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $136.09万 | 0.08% | 4,492 | 2,464 | 121.5% | $74.65万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $136.03万 | 0.08% | 37,201 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $135.76万 | 0.08% | 28,178 | -3,127 | -10.0% | -$15.07万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $135.49万 | 0.08% | 35,693 | 5,219 | 17.1% | $19.81万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $135.45万 | 0.08% | 26,368 | -77 | -0.3% | -$3,955 | 减仓 |
| TJX | TJX COS INC NEW | $134.31万 | 0.08% | 8,865 | 660 | 8.0% | $10.00万 | 加仓 |
| DGRO | ISHARES TR | $132.22万 | 0.08% | 17,446 | -2,268 | -11.5% | -$17.19万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $132.03万 | 0.08% | 27,691 | -80 | -0.3% | -$3,814 | 减仓 |
| — | INNOVATOR ETFS TRUST | $130.87万 | 0.08% | 35,029 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $129.84万 | 0.08% | 5,356 | 257 | 5.0% | $6.23万 | 加仓 |
| AZO | AUTOZONE INC | $129.44万 | 0.08% | 405 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $128.34万 | 0.08% | 67,146 | 1,014 | 1.5% | $1.94万 | 加仓 |
| HACK | AMPLIFY ETF TR | $127.61万 | 0.08% | 12,162 | -1,842 | -13.2% | -$19.33万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $127.57万 | 0.08% | 55,250 | 628 | 1.1% | $1.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $126.22万 | 0.08% | 15,329 | 3,294 | 27.4% | $27.12万 | 加仓 |
| SUB | ISHARES TR | $125.97万 | 0.08% | 11,832 | 1,740 | 17.2% | $18.53万 | 加仓 |
| DIS | DISNEY WALT CO | $125.37万 | 0.08% | 13,026 | -1,013 | -7.2% | -$9.75万 | 减仓 |
| HON | HONEYWELL INTL INC | $123.88万 | 0.08% | 5,533 | -5,197 | -48.4% | -$116.36万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $123.48万 | 0.08% | 34,932 | 407 | 1.2% | $1.44万 | 加仓 |
| ASML | ASML HLDG NV | $123.35万 | 0.08% | 620 | 1 | 0.2% | $1,989 | 加仓 |
| DE | DEERE & CO | $123.26万 | 0.08% | 1,943 | 68 | 3.6% | $4.31万 | 加仓 |
| NUE | NUCOR CORP | $122.95万 | 0.08% | 5,520 | -1,413 | -20.4% | -$31.47万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $122.86万 | 0.08% | 38,685 | -127 | -0.3% | -$4,034 | 减仓 |
| IYW | ISHARES TR | $122.56万 | 0.08% | 4,859 | 44 | 0.9% | $1.11万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $122.32万 | 0.08% | 5,533 | 5,533 | — | $122.32万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $122.06万 | 0.08% | 35,767 | 8,239 | 29.9% | $28.12万 | 加仓 |
| CLX | CLOROX CO DEL | $121.09万 | 0.07% | 12,687 | 884 | 7.5% | $8.44万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $120.96万 | 0.07% | 34,940 | 5,764 | 19.8% | $19.95万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $120.84万 | 0.07% | 65,502 | -3,363 | -4.9% | -$6.20万 | 减仓 |
| MDT | MEDTRONIC PLC | $120.81万 | 0.07% | 15,443 | 4,997 | 47.8% | $39.09万 | 加仓 |
| VGT | VANGUARD WORLD FD | $120.22万 | 0.07% | 10,058 | 2 | 0.0% | $239 | 加仓 |
| RHI | ROBERT HALF INC. | $119.87万 | 0.07% | 39,046 | 983 | 2.6% | $3.02万 | 加仓 |
| NASA | TEMA ETF TRUST | $118.93万 | 0.07% | 39,148 | 39,148 | — | $118.93万 | 新建仓 |
| FTNT | FORTINET INC | $118.32万 | 0.07% | 7,702 | -578 | -7.0% | -$8.88万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $117.87万 | 0.07% | 2,314 | -151 | -6.1% | -$7.69万 | 减仓 |
| TBIL | RBB FD INC | $116.76万 | 0.07% | 23,418 | 7,115 | 43.6% | $35.47万 | 加仓 |
| IJH | ISHARES TR | $116.40万 | 0.07% | 15,095 | 868 | 6.1% | $6.69万 | 加仓 |
| IRM | IRON MTN INC DEL | $115.41万 | 0.07% | 9,137 | -97 | -1.1% | -$1.23万 | 减仓 |
| — | PACER FDS TR | $114.85万 | 0.07% | 59,912 | 129 | 0.2% | $2,473 | 加仓 |
| RKLB | ROCKET LAB CORP | $114.48万 | 0.07% | 11,262 | 130 | 1.2% | $1.32万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $111.09万 | 0.07% | 36,832 | 1,050 | 2.9% | $3.17万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $110.86万 | 0.07% | 6,489 | 6,489 | — | $110.86万 | 新建仓 |
| CVS | CVS HEALTH CORP | $110.64万 | 0.07% | 10,695 | -2,673 | -20.0% | -$27.65万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $109.56万 | 0.07% | 21,873 | 5,187 | 31.1% | $25.98万 | 加仓 |
| AGG | ISHARES TR | $108.95万 | 0.07% | 11,007 | 8,315 | 308.9% | $82.30万 | 加仓 |
| MMM | 3M CO | $108.73万 | 0.07% | 6,715 | -117 | -1.7% | -$1.89万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $108.53万 | 0.07% | 6,562 | 437 | 7.1% | $7.23万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $107.71万 | 0.07% | 15,886 | 39 | 0.2% | $2,644 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $107.43万 | 0.07% | 25,378 | 9,530 | 60.1% | $40.34万 | 加仓 |
| CSX | CSX CORP | $107.18万 | 0.07% | 22,549 | 4,848 | 27.4% | $23.04万 | 加仓 |
| MBB | ISHARES TR | $107.08万 | 0.07% | 11,329 | 194 | 1.7% | $1.83万 | 加仓 |
| MGK | VANGUARD WORLD FD | $106.54万 | 0.07% | 12,119 | -61 | -0.5% | -$5,363 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $106.16万 | 0.07% | 23,723 | 376 | 1.6% | $1.68万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $106.10万 | 0.07% | 9,688 | 412 | 4.4% | $4.51万 | 加仓 |
| BP | BP PLC | $106.07万 | 0.07% | 28,708 | -24,927 | -46.5% | -$92.10万 | 减仓 |
| ORCL | ORACLE CORP | $105.97万 | 0.07% | 7,231 | 201 | 2.9% | $2.95万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $103.92万 | 0.06% | 53,815 | -2,063 | -3.7% | -$3.98万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $103.45万 | 0.06% | 3,059 | 86 | 2.9% | $2.91万 | 加仓 |
| SNDK | SANDISK CORP | $103.23万 | 0.06% | 454 | 454 | — | $103.23万 | 新建仓 |
| PY | PRINCIPAL EXCHANGE TRADED FD | $103.17万 | 0.06% | 19,141 | -2,206 | -10.3% | -$11.89万 | 减仓 |