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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $103.14万 | 0.06% | 19,093 | 1,604 | 9.2% | $8.67万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $101.43万 | 0.06% | 4,120 | 59 | 1.5% | $1.45万 | 加仓 |
| SON | SONOCO PRODS CO | $100.48万 | 0.06% | 17,832 | 17,832 | — | $100.48万 | 新建仓 |
| UNP | UNION PAC CORP | $100.28万 | 0.06% | 3,687 | -51 | -1.4% | -$1.39万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $100.23万 | 0.06% | 41,264 | -755 | -1.8% | -$1.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $100.15万 | 0.06% | 590 | 25 | 4.4% | $4.24万 | 加仓 |
| SYK | STRYKER CORPORATION | $99.52万 | 0.06% | 3,161 | -127 | -3.9% | -$4.00万 | 减仓 |
| — | PACER FDS TR | $99.25万 | 0.06% | 29,791 | 127 | 0.4% | $4,231 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $98.50万 | 0.06% | 26,295 | 11,876 | 82.4% | $44.49万 | 加仓 |
| PGR | PROGRESSIVE CORP | $98.26万 | 0.06% | 4,498 | 1,198 | 36.3% | $26.17万 | 加仓 |
| EFV | ISHARES TR | $98.08万 | 0.06% | 12,812 | -514 | -3.9% | -$3.93万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $97.65万 | 0.06% | 5,272 | 397 | 8.1% | $7.35万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $96.60万 | 0.06% | 2,727 | 44 | 1.6% | $1.56万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $96.24万 | 0.06% | 34,742 | 614 | 1.8% | $1.70万 | 加仓 |
| TQQQ | PROSHARES TR | $96.13万 | 0.06% | 11,867 | -585 | -4.7% | -$4.74万 | 减仓 |
| SBUX | STARBUCKS CORP | $96.06万 | 0.06% | 9,400 | 110 | 1.2% | $1.12万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $95.94万 | 0.06% | 9,770 | 5,730 | 141.8% | $56.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $94.11万 | 0.06% | 3,157 | 23 | 0.7% | $6,856 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $91.05万 | 0.06% | 3,698 | -1 | -0.0% | -$246 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $90.96万 | 0.06% | 8,001 | -418 | -5.0% | -$4.75万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $90.13万 | 0.06% | 20,469 | -8,843 | -30.2% | -$38.94万 | 减仓 |
| IWD | ISHARES TR | $89.77万 | 0.06% | 3,703 | 380 | 11.4% | $9.21万 | 加仓 |
| EMR | EMERSON ELEC CO | $89.43万 | 0.06% | 6,247 | 455 | 7.9% | $6.51万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $89.33万 | 0.06% | 12,380 | -30 | -0.2% | -$2,165 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $88.48万 | 0.05% | 4,614 | 468 | 11.3% | $8.97万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $87.44万 | 0.05% | 39,107 | 1,799 | 4.8% | $4.02万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $87.35万 | 0.05% | 3,677 | 1 | 0.0% | $238 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $87.28万 | 0.05% | 26,235 | -550 | -2.1% | -$1.83万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $87.10万 | 0.05% | 11,479 | -145 | -1.2% | -$1.10万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $86.20万 | 0.05% | 2,357 | 119 | 5.3% | $4.35万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $85.90万 | 0.05% | 1,991 | 315 | 18.8% | $13.59万 | 加仓 |
| GLW | CORNING INC | $85.54万 | 0.05% | 3,349 | 475 | 16.5% | $12.13万 | 加仓 |
| WM | WASTE MGMT INC DEL | $85.29万 | 0.05% | 3,827 | 1,295 | 51.1% | $28.86万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $84.94万 | 0.05% | 1,710 | -1,073 | -38.6% | -$53.30万 | 减仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $84.72万 | 0.05% | 28,015 | 1,933 | 7.4% | $5.85万 | 加仓 |
| PFF | ISHARES TR | $84.41万 | 0.05% | 27,684 | 1,791 | 6.9% | $5.46万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $83.65万 | 0.05% | 17,191 | -454 | -2.6% | -$2.21万 | 减仓 |
| WTV | WISDOMTREE TR | $82.65万 | 0.05% | 8,125 | 1,493 | 22.5% | $15.19万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $82.62万 | 0.05% | 6,286 | -304 | -4.6% | -$4.00万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $82.51万 | 0.05% | 37,874 | 4,981 | 15.1% | $10.85万 | 加仓 |
| USB | US BANCORP | $82.24万 | 0.05% | 13,616 | 12 | 0.1% | $725 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $82.15万 | 0.05% | 16,943 | 141 | 0.8% | $6,837 | 加仓 |
| LIN | LINDE PLC | $81.89万 | 0.05% | 1,578 | 30 | 1.9% | $1.56万 | 加仓 |
| C | CITIGROUP INC | $81.79万 | 0.05% | 5,844 | -368 | -5.9% | -$5.15万 | 减仓 |
| QLD | PROSHARES TR | $81.71万 | 0.05% | 8,445 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $81.06万 | 0.05% | 7,042 | -104 | -1.5% | -$1.20万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $80.22万 | 0.05% | 18,394 | 897 | 5.1% | $3.91万 | 加仓 |
| CRM | SALESFORCE INC | $79.90万 | 0.05% | 5,100 | 713 | 16.3% | $11.17万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $79.78万 | 0.05% | 32,379 | -8,772 | -21.3% | -$21.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $78.55万 | 0.05% | 6,218 | -220 | -3.4% | -$2.78万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $78.31万 | 0.05% | 29,550 | 434 | 1.5% | $1.15万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $78.12万 | 0.05% | 2,483 | -8 | -0.3% | -$2,517 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $77.91万 | 0.05% | 7,847 | -245 | -3.0% | -$2.43万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $76.95万 | 0.05% | 5,018 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $76.85万 | 0.05% | 18,721 | 4,329 | 30.1% | $17.77万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $76.45万 | 0.05% | 21,824 | 4,174 | 23.6% | $14.62万 | 加仓 |
| WOLF | WOLFSPEED INC | $76.45万 | 0.05% | 15,844 | 151 | 1.0% | $7,286 | 加仓 |
| SHY | ISHARES TR | $75.84万 | 0.05% | 9,236 | 1,597 | 20.9% | $13.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $75.46万 | 0.05% | 4,613 | 1,846 | 66.7% | $30.20万 | 加仓 |
| NEM | NEWMONT CORP | $75.41万 | 0.05% | 8,074 | -650 | -7.5% | -$6.07万 | 减仓 |
| USIG | ISHARES TR | $75.04万 | 0.05% | 14,630 | 228 | 1.6% | $1.17万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $75.00万 | 0.05% | 2,024 | -174 | -7.9% | -$6.45万 | 减仓 |
| VEEV | VEEVA SYS INC | $74.82万 | 0.05% | 4,216 | 2,339 | 124.6% | $41.51万 | 加仓 |
| COP | CONOCOPHILLIPS | $73.74万 | 0.05% | 7,093 | 75 | 1.1% | $7,797 | 加仓 |
| VHT | VANGUARD WORLD FD | $73.06万 | 0.05% | 2,444 | 331 | 15.7% | $9.90万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $72.84万 | 0.04% | 12,594 | 1,169 | 10.2% | $6.76万 | 加仓 |
| — | PACER FDS TR | $70.90万 | 0.04% | 29,412 | -11,934 | -28.9% | -$28.77万 | 减仓 |
| SCI | SERVICE CORP INTL | $70.86万 | 0.04% | 9,328 | -324 | -3.4% | -$2.46万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $70.71万 | 0.04% | 18,578 | 448 | 2.5% | $1.71万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $70.63万 | 0.04% | 3,521 | -28 | -0.8% | -$5,617 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $70.30万 | 0.04% | 16,437 | 2,737 | 20.0% | $11.71万 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC | $69.69万 | 0.04% | 65,066 | 65,066 | — | $69.69万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $69.68万 | 0.04% | 65,738 | -3,371 | -4.9% | -$3.57万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $69.59万 | 0.04% | 15,870 | 1,223 | 8.3% | $5.36万 | 加仓 |
| MGV | VANGUARD WORLD FD | $69.47万 | 0.04% | 4,250 | 113 | 2.7% | $1.85万 | 加仓 |
| SHOP | SHOPIFY INC | $68.76万 | 0.04% | 6,022 | -45 | -0.7% | -$5,138 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $68.47万 | 0.04% | 30,718 | 3,452 | 12.7% | $7.69万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $68.45万 | 0.04% | 16,712 | 291 | 1.8% | $1.19万 | 加仓 |
| IGV | ISHARES TR | $68.18万 | 0.04% | 7,526 | 1,626 | 27.6% | $14.73万 | 加仓 |
| P | EVERPURE INC | $67.03万 | 0.04% | 8,507 | -2,370 | -21.8% | -$18.67万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $66.97万 | 0.04% | 33,996 | -43 | -0.1% | -$847 | 减仓 |
| — | MANAGED PORTFOLIO SER | $66.89万 | 0.04% | 16,822 | -5,207 | -23.6% | -$20.71万 | 减仓 |
| — | PRINCIPAL EXCHANGE TRADED FD | $66.75万 | 0.04% | 8,807 | 54 | 0.6% | $4,093 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $66.52万 | 0.04% | 4,938 | 609 | 14.1% | $8.20万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $66.48万 | 0.04% | 31,067 | -927 | -2.9% | -$1.98万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $65.99万 | 0.04% | 12,213 | 886 | 7.8% | $4.79万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $65.76万 | 0.04% | 14,864 | -8,230 | -35.6% | -$36.41万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $65.25万 | 0.04% | 19,600 | 4,519 | 30.0% | $15.04万 | 加仓 |
| IVW | ISHARES TR | $64.91万 | 0.04% | 4,720 | 732 | 18.4% | $10.07万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $64.41万 | 0.04% | 23,344 | 86 | 0.4% | $2,373 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $64.21万 | 0.04% | 16,334 | 215 | 1.3% | $8,452 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $64.13万 | 0.04% | 12,787 | -989 | -7.2% | -$4.96万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $64.11万 | 0.04% | 6,317 | -255 | -3.9% | -$2.59万 | 减仓 |
| WPC | WP CAREY INC | $63.87万 | 0.04% | 8,933 | 3 | 0.0% | $215 | 加仓 |
| ALB | ALBEMARLE CORP | $63.61万 | 0.04% | 4,711 | -15 | -0.3% | -$2,025 | 减仓 |
| PSX | PHILLIPS 66 | $63.28万 | 0.04% | 3,743 | 23 | 0.6% | $3,888 | 加仓 |
| DOW | DOW HLDGS INC | $63.17万 | 0.04% | 23,088 | 11 | 0.0% | $301 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $63.01万 | 0.04% | 1,163 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $62.99万 | 0.04% | 6,502 | -433 | -6.2% | -$4.19万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $62.70万 | 0.04% | 4,419 | 580 | 15.1% | $8.23万 | 加仓 |