小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Capital Investment Advisory Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Investment Advisory Services, LLC
报告期 2026-03-31 · CIK 0001659203
持仓数
1,206
前50大市值合计
$672.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 23
增持 53
减持 46
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$60.1M
1,303,941
+990%
减持
GOVT
ISHARES TR
-$31.1M
123,217
-90%
清仓
QQQ
INVESCO QQQ TR
-$18.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IEI
ISHARES TR
-$13.8M
74,499
-59%
增持
IJR
ISHARES TR
+$12.4M
151,626
+315%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$11.8M
8,349
-84%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$7.7M
81,526
+1236%
减持
SPEM
SPDR INDEX SHS FDS
-$5.9M
5,492
-96%
减持
SCHB
SCHWAB STRATEGIC TR
-$4.8M
36,117
-56%
建仓
ILF
ISHARES TR
+$3.4M
128,236
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.1M
290,433
+8%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.0M
29,793
-49%
减持
INTF
ISHARES TR
-$2.7M
35,146
-72%
减持
AGG
ISHARES TR
-$2.7M
2,697
-90%
减持
DGRO
ISHARES TR
-$2.7M
108,543
-33%
增持
EMLC
VANECK ETF TRUST
+$2.6M
534,758
+25%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.8M
29,456
-42%
建仓
—
ORBITAL ENERGY GROUP INC
+$1.6M
514,221
建仓
EIDO
ISHARES TR
+$1.5M
67,775
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
122,435
+57%
增持
QUAL
ISHARES TR
+$1.3M
195,660
+6%
增持
DVYE
ISHARES INC
+$1.3M
230,181
+17%
增持
GM
GENERAL MTRS CO
+$1.2M
32,066
+313%
减持
—
CRISPR THERAPEUTICS AG
-$1.2M
22,084
-2%
清仓
KWEB
KRANESHARES TR
-$1.2M
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$1.2M
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
19,891
+441%
建仓
WYNN
WYNN RESORTS LTD
+$1.1M
12,835
增持
MBND
SSGA ACTIVE TR
+$1.1M
64,360
+128%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
183,682
+16%
增持
SPMD
SPDR SER TR
+$1.1M
116,995
+27%
建仓
LQDH
ISHARES U S ETF TR
+$1.1M
10,975
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
55,039
+350%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$995.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$994.0K
0
-100%
清仓
RWM
PROSHARES TR
-$988.0K
0
-100%
清仓
TGT
TARGET CORP
-$965.0K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$963.0K
175,246
+8%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$936.0K
194,660
+18%
清仓
—
GENERAL ELECTRIC CO
-$919.0K
0
-100%
减持
EDV
VANGUARD WORLD FD
-$909.0K
196
-97%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$872.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$848.0K
8,227
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$848.0K
138,513
+16%
增持
TIP
ISHARES TR
+$821.0K
7,414
+653%
增持
VXF
VANGUARD INDEX FDS
+$811.0K
5,738
+360%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$757.0K
0
-100%
建仓
BGLD
FIRST TR EXCHANGE-TRADED FD
+$714.0K
38,128
减持
AAPL
APPLE INC
+$699.0K
169,761
-0%
清仓
DFEB
FIRST TR EXCHNG TRADED FD VI
-$682.0K
0
-100%
减持
SYY
SYSCO CORP
-$670.0K
11,698
-43%
增持
FANG
DIAMONDBACK ENERGY INC
+$623.0K
13,460
+94%
增持
QYLD
GLOBAL X FDS
+$600.0K
83,673
+51%
减持
WFC
WELLS FARGO CO NEW
-$581.0K
24,503
-35%
增持
MSFT
MICROSOFT CORP
+$565.0K
44,446
+1%
减持
GDX
VANECK ETF TRUST
-$552.0K
100,166
-3%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$550.0K
24,564
+86%
增持
JPM
JPMORGAN CHASE & CO
+$545.0K
27,300
+8%
减持
DLR
DIGITAL RLTY TR INC
-$536.0K
1,998
-64%
减持
SCHF
SCHWAB STRATEGIC TR
-$533.0K
91,851
-11%
减持
UPS
UNITED PARCEL SERVICE INC
-$516.0K
14,048
-5%
清仓
EMBJ
EMBRAER S.A.
-$515.0K
0
-100%
清仓
INFY
INFOSYS LTD
-$509.0K
0
-100%
增持
GOOG
ALPHABET INC
+$507.0K
2,844
+1%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$506.0K
11,886
-44%
清仓
DRI
DARDEN RESTAURANTS INC
-$493.0K
0
-100%
清仓
—
ARDAGH GROUP S A
-$491.0K
0
-100%
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$490.0K
2,120
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$478.0K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$475.0K
51,830
+48%
建仓
PFFD
GLOBAL X FDS
+$472.0K
18,335
减持
VTI
VANGUARD INDEX FDS
-$469.0K
34,257
-5%
减持
MUB
ISHARES TR
-$466.0K
9,347
-29%
减持
—
BLACKROCK INC
-$457.0K
2,920
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$438.0K
13,032
+29%
减持
CHWY
CHEWY INC
-$431.0K
5,375
-46%
减持
—
FIVERR INTL LTD
-$422.0K
6,652
-1%
减持
SWAN
AMPLIFY ETF TR
-$421.0K
137,144
-8%
减持
SCHM
SCHWAB STRATEGIC TR
-$420.0K
6,272
-46%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$420.0K
13,165
-27%
减持
—
ASTRAZENECA PLC
-$419.0K
8,699
-45%
减持
EEMV
ISHARES INC
-$419.0K
40,910
-12%
增持
NUE
NUCOR CORP
+$418.0K
6,308
+198%
减持
KEY
KEYCORP
-$404.0K
11,276
-64%
增持
AMZN
AMAZON COM INC
+$402.0K
4,107
+8%
建仓
GDRX
GOODRX HLDGS INC
+$398.0K
9,705
增持
IVW
ISHARES TR
+$396.0K
62,234
+8%
增持
—
PAGSEGURO DIGITAL LTD
+$382.0K
35,714
+36%
减持
KO
COCA COLA CO
-$382.0K
36,027
-14%
清仓
MET
METLIFE INC
-$369.0K
0
-100%
减持
STNE
STONECO LTD
-$366.0K
10,575
-3%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$357.0K
4,099
减持
NKE
NIKE INC
-$356.0K
3,853
-35%
减持
V
VISA INC
-$345.0K
17,563
-4%
增持
CSX
CSX CORP
+$336.0K
42,399
+47%
建仓
GD
GENERAL DYNAMICS CORP
+$336.0K
1,713
增持
PG
PROCTER AND GAMBLE CO
+$328.0K
30,153
+5%
减持
SCHE
SCHWAB STRATEGIC TR
-$326.0K
23,621
-26%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$324.0K
15,351
增持
HON
HONEYWELL INTL INC
+$321.0K
10,129
+21%
增持
SYK
STRYKER CORPORATION
+$317.0K
6,194
+22%
增持
NVDA
NVIDIA CORPORATION
+$311.0K
27,169
+309%
建仓
NEM
NEWMONT CORP
+$307.0K
5,653
减持
LMND
LEMONADE INC
-$301.0K
4,708
-16%
增持
EWW
ISHARES INC
+$296.0K
20,698
+41%
清仓
—
GLAXOSMITHKLINE PLC
-$293.0K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$292.0K
3,227
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$291.0K
31,864
-13%
减持
NEAR
ISHARES U S ETF TR
-$291.0K
16,363
-26%
增持
—
CANADIAN PAC RY LTD
+$289.0K
16,361
+62%
清仓
PSX
PHILLIPS 66
-$288.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$286.0K
4,679
+27%
增持
ESGD
ISHARES TR
+$285.0K
46,026
+9%
减持
DES
WISDOMTREE TR
-$283.0K
1,963
-82%
清仓
—
CHICKEN SOUP FOR THE SOUL EN
-$282.0K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$280.0K
21,877
+54%
增持
XBI
SPDR SER TR
+$277.0K
7,842
+50%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$277.0K
8,473
增持
IWM
ISHARES TR
+$277.0K
5,295
+38%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$274.0K
238,174
-3%
减持
TWLO
TWILIO INC
-$269.0K
3,498
-0%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$268.0K
76,147
+17%
增持
LOW
LOWES COS INC
+$258.0K
17,716
+3%
建仓
NWL
NEWELL BRANDS INC
+$258.0K
11,652
清仓
ABG
ASBURY AUTOMOTIVE GROUP INC
-$253.0K
0
-100%
建仓
AA
ALCOA CORP
+$252.0K
5,150
增持
NFLX
NETFLIX INC
+$251.0K
2,815
+1%
增持
EGO
ELDORADO GOLD CORP NEW
+$250.0K
50,286
+259%
建仓
USB
US BANCORP DEL
+$248.0K
4,170
清仓
—
TIDAL ETF TR
-$247.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$245.0K
26,246
+6%
增持
BAC
BK OF AMERICA CORP
+$245.0K
76,168
+5%
减持
MRK
MERCK & CO INC
-$244.0K
28,182
-7%
建仓
ETG
EATON VANCE TX ADV GLBL DIV
+$241.0K
11,323
增持
AMGN
AMGEN INC
-$240.0K
8,649
+1%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$239.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$236.0K
31,518
-12%
清仓
RBLX
ROBLOX CORP
-$235.0K
0
-100%
清仓
—
WIX COM LTD
-$235.0K
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$235.0K
1,710
减持
FSLY
FASTLY INC
-$234.0K
11,320
-3%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$232.0K
0
-100%
清仓
JETS
ETF SER SOLUTIONS
-$230.0K
0
-100%
增持
PREF
PRINCIPAL EXCHANGE-TRADED FD
+$229.0K
22,407
+97%
减持
SCHA
SCHWAB STRATEGIC TR
-$229.0K
5,718
-26%
增持
KAPR
INNOVATOR ETFS TR
+$227.0K
39,772
+29%
建仓
DDOG
DATADOG INC
+$226.0K
1,600
建仓
SAH
SONIC AUTOMOTIVE INC
+$225.0K
4,282
增持
ROKU
ROKU INC
-$224.0K
1,801
+5%
