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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $5,582.14万 | 4.07% | 609,138 | -100,629 | -14.2% | -$922.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,780.85万 | 3.49% | 274,131 | 6,010 | 2.2% | $104.81万 | 加仓 |
| AAPL | APPLE INC | $3,190.59万 | 2.33% | 125,718 | -25,655 | -16.9% | -$651.10万 | 减仓 |
| AMZN | AMAZON COM INC | $2,352.42万 | 1.72% | 112,951 | 3,101 | 2.8% | $64.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,340.68万 | 1.71% | 119,301 | 9,422 | 8.6% | $184.86万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,106.39万 | 1.54% | 416,201 | -5,383 | -1.3% | -$27.24万 | 减仓 |
| GOOG | ALPHABET INC | $2,098.59万 | 1.53% | 73,157 | -4,353 | -5.6% | -$124.87万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2,047.81万 | 1.49% | 380,847 | 22,942 | 6.4% | $123.36万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,015.28万 | 1.47% | 813,598 | 58,375 | 7.7% | $144.59万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,908.80万 | 1.39% | 260,979 | 16,483 | 6.7% | $120.56万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1,850.81万 | 1.35% | 372,472 | 114,065 | 44.1% | $566.79万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,668.79万 | 1.22% | 294,423 | 68,707 | 30.4% | $389.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,564.86万 | 1.14% | 42,274 | 6,264 | 17.4% | $231.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,369.72万 | 1.00% | 71,369 | 444 | 0.6% | $8.52万 | 加仓 |
| AVGO | BROADCOM INC | $1,363.10万 | 0.99% | 44,041 | -2,172 | -4.7% | -$67.23万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,280.71万 | 0.93% | 214,238 | -17,245 | -7.4% | -$103.09万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,203.34万 | 0.88% | 205,558 | -4,042 | -1.9% | -$23.66万 | 减仓 |
| SPYI | NEOS ETF TRUST | $1,133.75万 | 0.83% | 229,643 | 75,116 | 48.6% | $370.85万 | 加仓 |
| GLD | SPDR GOLD TR | $1,131.62万 | 0.83% | 26,299 | -152 | -0.6% | -$6.54万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,115.67万 | 0.81% | 248,757 | 16,819 | 7.3% | $75.43万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,114.82万 | 0.81% | 85,140 | 2,958 | 3.6% | $38.73万 | 加仓 |
| QUAL | ISHARES TR | $1,109.14万 | 0.81% | 57,825 | 3,400 | 6.2% | $65.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,081.21万 | 0.79% | 24,754 | 1,369 | 5.9% | $59.80万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,057.68万 | 0.77% | 469,977 | 12,615 | 2.8% | $28.39万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $1,055.93万 | 0.77% | 114,352 | 4,837 | 4.4% | $44.66万 | 加仓 |
| ABBV | ABBVIE INC | $1,008.66万 | 0.74% | 46,377 | -1,662 | -3.5% | -$36.15万 | 减仓 |
| META | META PLATFORMS INC | $981.32万 | 0.72% | 17,152 | 1,909 | 12.5% | $109.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $958.64万 | 0.70% | 16,609 | -1,187 | -6.7% | -$68.51万 | 减仓 |
| MINT | PIMCO ETF TR | $938.34万 | 0.68% | 93,302 | 37,816 | 68.2% | $380.31万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $918.40万 | 0.67% | 271,958 | 27,439 | 11.2% | $92.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $897.84万 | 0.65% | 36,730 | 1,575 | 4.5% | $38.50万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $893.61万 | 0.65% | 13,741 | -64 | -0.5% | -$4.16万 | 减仓 |
| IWM | ISHARES TR | $890.75万 | 0.65% | 35,917 | -1,234 | -3.3% | -$30.60万 | 减仓 |
| SGOV | ISHARES TR | $873.02万 | 0.64% | 86,730 | 49,195 | 131.1% | $495.20万 | 加仓 |
| — | EXXON MOBIL CORP | $819.33万 | 0.60% | 48,293 | -465 | -1.0% | -$7.89万 | 减仓 |
| VO | VANGUARD INDEX FDS | $814.96万 | 0.59% | 28,378 | -4,839 | -14.6% | -$138.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $810.65万 | 0.59% | 16,917 | 328 | 2.0% | $15.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $805.96万 | 0.59% | 27,399 | 302 | 1.1% | $8.88万 | 加仓 |
| IJR | ISHARES TR | $799.51万 | 0.58% | 64,316 | -31,155 | -32.6% | -$387.29万 | 减仓 |
| LLY | ELI LILLY & CO | $784.63万 | 0.57% | 8,531 | -163 | -1.9% | -$14.99万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $751.50万 | 0.55% | 163,762 | 6,532 | 4.2% | $29.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $726.08万 | 0.53% | 22,633 | 642 | 2.9% | $20.60万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $704.45万 | 0.51% | 156,129 | 445 | 0.3% | $2.01万 | 加仓 |
| WMT | WALMART INC | $667.03万 | 0.49% | 53,672 | -299 | -0.6% | -$3.72万 | 减仓 |
| GOOGL | ALPHABET INC | $656.55万 | 0.48% | 22,832 | 684 | 3.1% | $19.67万 | 加仓 |
| USFR | WISDOMTREE TR | $652.89万 | 0.48% | 129,696 | 6,287 | 5.1% | $31.65万 | 加仓 |
| CSHI | NEOS ETF TRUST | $621.92万 | 0.45% | 124,933 | -10,282 | -7.6% | -$51.18万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $606.08万 | 0.44% | 73,930 | 3,124 | 4.4% | $25.61万 | 加仓 |
| V | VISA INC | $587.34万 | 0.43% | 19,433 | 2,182 | 12.6% | $65.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $582.06万 | 0.42% | 66,263 | -16 | -0.0% | -$1,405 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $566.32万 | 0.41% | 169,228 | -3,960 | -2.3% | -$13.25万 | 减仓 |
| PFE | PFIZER INC | $566.16万 | 0.41% | 201,622 | -5,371 | -2.6% | -$15.08万 | 减仓 |
| NOBL | PROSHARES TR | $563.25万 | 0.41% | 53,131 | 853 | 1.6% | $9.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $560.90万 | 0.41% | 27,572 | 3,359 | 13.9% | $68.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $552.91万 | 0.40% | 76,708 | -4,426 | -5.5% | -$31.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $552.80万 | 0.40% | 37,326 | 2,086 | 5.9% | $30.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $546.17万 | 0.40% | 37,813 | 518 | 1.4% | $7.48万 | 加仓 |
| GOVT | ISHARES TR | $539.56万 | 0.39% | 235,512 | 30,165 | 14.7% | $69.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $536.21万 | 0.39% | 25,916 | 1,460 | 6.0% | $30.21万 | 加仓 |
| LOW | LOWES COS INC | $521.17万 | 0.38% | 22,057 | -1,444 | -6.1% | -$34.12万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $493.83万 | 0.36% | 63,093 | 101 | 0.2% | $7,905 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $493.36万 | 0.36% | 80,536 | 59,216 | 277.7% | $362.76万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $476.51万 | 0.35% | 19,659 | -998 | -4.8% | -$24.19万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $476.09万 | 0.35% | 186,335 | 4,015 | 2.2% | $10.26万 | 加仓 |
| MOAT | VANECK ETF TRUST | $471.95万 | 0.34% | 48,805 | 347 | 0.7% | $3.36万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $466.91万 | 0.34% | 92,696 | -64,116 | -40.9% | -$322.95万 | 减仓 |
| BAC | BANK AMERICA CORP | $452.37万 | 0.33% | 92,793 | -8,424 | -8.3% | -$41.07万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $449.45万 | 0.33% | 146,496 | 7,993 | 5.8% | $24.52万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $446.42万 | 0.33% | 74,890 | 4,373 | 6.2% | $26.07万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $444.36万 | 0.32% | 124,856 | 20,129 | 19.2% | $71.64万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $441.04万 | 0.32% | 69,010 | 24,642 | 55.5% | $157.49万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $440.94万 | 0.32% | 57,609 | 5,473 | 10.5% | $41.89万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $438.52万 | 0.32% | 102,649 | -31 | -0.0% | -$1,324 | 减仓 |
| TFC | TRUIST FINL CORP | $428.51万 | 0.31% | 93,216 | -2,357 | -2.5% | -$10.84万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $425.73万 | 0.31% | 248,816 | 43,516 | 21.2% | $74.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $420.07万 | 0.31% | 114,274 | 3,258 | 2.9% | $11.98万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $419.40万 | 0.31% | 42,630 | 321 | 0.8% | $3.16万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $418.74万 | 0.31% | 75,422 | 2,071 | 2.8% | $11.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $417.74万 | 0.30% | 83,215 | 3,393 | 4.3% | $17.03万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $414.54万 | 0.30% | 6,859 | 1,171 | 20.6% | $70.77万 | 加仓 |
| HEFA | ISHARES TR | $413.60万 | 0.30% | 97,329 | -4,530 | -4.4% | -$19.25万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $399.19万 | 0.29% | 6,680 | 369 | 5.8% | $22.05万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $389.96万 | 0.28% | 65,850 | 8,410 | 14.6% | $49.80万 | 加仓 |
| CAT | CATERPILLAR INC | $388.52万 | 0.28% | 5,484 | 11 | 0.2% | $7,793 | 加仓 |
| HD | HOME DEPOT INC | $385.64万 | 0.28% | 11,726 | -397 | -3.3% | -$13.06万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $379.37万 | 0.28% | 228,397 | 4,954 | 2.2% | $8.23万 | 加仓 |
| D | DOMINION ENERGY INC | $374.70万 | 0.27% | 60,612 | 1,991 | 3.4% | $12.31万 | 加仓 |
| VPU | VANGUARD WORLD FD | $367.27万 | 0.27% | 18,536 | 795 | 4.5% | $15.75万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $363.86万 | 0.27% | 24,818 | 1,734 | 7.5% | $25.42万 | 加仓 |
| AMGN | AMGEN INC | $361.96万 | 0.26% | 10,287 | -76 | -0.7% | -$2.67万 | 减仓 |
| TSLA | TESLA INC | $355.02万 | 0.26% | 9,550 | 99 | 1.0% | $3.68万 | 加仓 |
| ENB | ENBRIDGE INC | $350.27万 | 0.26% | 64,696 | -515 | -0.8% | -$2.79万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $348.73万 | 0.25% | 21,092 | 1,345 | 6.8% | $22.24万 | 加仓 |
| IMTM | ISHARES TR | $347.95万 | 0.25% | 72,459 | 18,942 | 35.4% | $90.96万 | 加仓 |
| MRK | MERCK & CO INC | $343.12万 | 0.25% | 28,524 | 552 | 2.0% | $6.64万 | 加仓 |
| IHI | ISHARES TR | $341.74万 | 0.25% | 64,057 | -1,368 | -2.1% | -$7.30万 | 减仓 |
| RY | ROYAL BK CDA | $339.78万 | 0.25% | 21,003 | -349 | -1.6% | -$5.65万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $339.66万 | 0.25% | 52,815 | -219 | -0.4% | -$1.41万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $336.56万 | 0.25% | 23,008 | -824 | -3.5% | -$12.05万 | 减仓 |
| MO | ALTRIA GROUP INC | $335.83万 | 0.24% | 50,891 | 2,278 | 4.7% | $15.03万 | 加仓 |