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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 80
减持 38
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$20.8M
139,271
-52%
减持
IJR
ISHARES TR
-$12.6M
34,495
-77%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$6.7M
1,442,802
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。
+11%
减持
AAPL
APPLE INC
+$5.6M
166,627
-2%
增持
QUAL
ISHARES TR
+$3.7M
202,314
+3%
建仓
DGRW
WISDOMTREE TR
+$2.8M
42,548
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$2.6M
43,306
增持
USMV
ISHARES TR
+$2.5M
83,329
+44%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
52,229
+107%
减持
MSFT
MICROSOFT CORP
+$2.3M
44,148
-1%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
50,704
-25%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.2M
18,009
增持
PG
PROCTER AND GAMBLE CO
+$2.0M
37,894
+26%
减持
NVDA
NVIDIA CORPORATION
+$1.9M
25,743
-5%
增持
HD
HOME DEPOT INC
+$1.8M
13,833
+15%
增持
DHR
DANAHER CORPORATION
+$1.7M
8,463
+147%
增持
MTUM
ISHARES TR
+$1.7M
34,869
+31%
增持
PYPL
PAYPAL HLDGS INC
+$1.7M
22,790
+124%
建仓
—
ACTIVISION BLIZZARD INC
+$1.6M
24,772
增持
XLU
SELECT SECTOR SPDR TR
+$1.5M
177,753
+1%
减持
—
PAGSEGURO DIGITAL LTD
-$1.5M
12,461
-65%
增持
META
META PLATFORMS INC
+$1.3M
13,289
+43%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.3M
61,763
+28%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$1.3M
20,417
+177%
减持
PFE
PFIZER INC
+$1.1M
70,327
-1%
增持
POWA
INVESCO EXCH TRD SLF IDX FD
+$1.0M
16,196
+482%
增持
DGRO
ISHARES TR
+$990.0K
115,921
+7%
增持
ABBV
ABBVIE INC
+$981.0K
30,657
+4%
减持
AVGO
BROADCOM INC
+$932.0K
7,038
-9%
减持
—
CRISPR THERAPEUTICS AG
-$926.0K
20,396
-8%
增持
GOOG
ALPHABET INC
+$910.0K
2,934
+3%
减持
EWW
ISHARES INC
-$904.0K
1,868
-91%
减持
MU
MICRON TECHNOLOGY INC
-$897.0K
5,532
-72%
减持
VXF
VANGUARD INDEX FDS
-$888.0K
865
-85%
减持
SQ
BLOCK INC
-$884.0K
5,600
-25%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$877.0K
85,442
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$876.0K
188,181
+2%
减持
LOW
LOWES COS INC
+$876.0K
17,293
-2%
增持
SPMD
SPDR SER TR
+$872.0K
126,100
+8%
减持
DIS
DISNEY WALT CO
-$869.0K
19,235
-15%
增持
AAXJ
ISHARES TR
+$782.0K
18,604
+109%
增持
IJH
ISHARES TR
+$765.0K
25,898
+4%
增持
IVW
ISHARES TR
+$738.0K
63,795
+3%
增持
FDX
FEDEX CORP
+$720.0K
6,052
+57%
增持
QCOM
QUALCOMM INC
+$719.0K
7,396
+50%
减持
DOCU
DOCUSIGN INC
-$715.0K
3,783
-25%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$689.0K
31,618
建仓
ARKK
ARK ETF TR
+$689.0K
7,289
增持
ESGU
ISHARES TR
+$660.0K
46,597
+5%
增持
DVYE
ISHARES INC
+$659.0K
249,690
+8%
增持
BJUN
INNOVATOR ETFS TR
+$640.0K
34,937
+102%
增持
COST
COSTCO WHSL CORP NEW
+$618.0K
4,488
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$609.0K
147,727
+7%
增持
NSC
NORFOLK SOUTHN CORP
+$600.0K
6,382
+17%
减持
BBBY
OVERSTOCK COM INC DEL
-$586.0K
6,671
-47%
增持
EWZ
ISHARES INC
+$580.0K
22,743
+1164%
增持
LLY
LILLY ELI & CO
+$570.0K
6,950
+19%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$567.0K
14,957
+15%
减持
—
BLUEROCK RESIDENTIAL GWT REI
+$566.0K
58,834
-24%
清仓
TMUS
T-MOBILE US INC
-$564.0K
0
-100%
增持
IVV
ISHARES TR
+$551.0K
9,852
+2%
减持
BA
BOEING CO
-$549.0K
9,262
-16%
减持
—
FIVERR INTL LTD
-$533.0K
6,002
-10%
增持
O
REALTY INCOME CORP
+$525.0K
11,397
+154%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$522.0K
6,391
-88%
增持
NUE
NUCOR CORP
+$511.0K
9,916
+57%
建仓
—
AMPLIFY ETF TR
+$501.0K
19,593
增持
VZ
VERIZON COMMUNICATIONS INC
+$499.0K
47,144
+31%
增持
—
ACCENTURE PLC IRELAND
+$496.0K
5,232
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$488.0K
46,052
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$482.0K
14,184
+1%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$477.0K
4,035
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$471.0K
5,088
+100%
减持
V
VISA INC
-$465.0K
15,908
-9%
建仓
FNDA
SCHWAB STRATEGIC TR
+$451.0K
8,112
增持
MA
MASTERCARD INCORPORATED
+$440.0K
5,752
+23%
增持
VYM
VANGUARD WHITEHALL FDS
+$439.0K
31,378
+5%
增持
SPYG
SPDR SER TR
+$435.0K
23,916
+18%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$434.0K
266,968
+3%
增持
CVX
CHEVRON CORP NEW
+$426.0K
21,854
+4%
增持
IEI
ISHARES TR
+$418.0K
78,617
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$415.0K
24,141
+19%
建仓
—
JOHN HANCOCK EXCHANGE TRADED
+$405.0K
3,941
增持
NOBL
PROSHARES TR
+$394.0K
39,538
+0%
增持
MBND
SSGA ACTIVE TR
+$385.0K
77,730
+21%
减持
NEE
NEXTERA ENERGY INC
+$372.0K
26,062
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$371.0K
3,321
+0%
增持
ESML
ISHARES TR
+$370.0K
104,062
+6%
减持
TOTL
SSGA ACTIVE ETF TR
-$366.0K
117,108
-4%
清仓
CHWY
CHEWY INC
-$366.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$364.0K
24,614
-22%
减持
—
JPMORGAN CHASE & CO
-$361.0K
24,159
-44%
增持
ESGD
ISHARES TR
+$357.0K
49,896
+8%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$356.0K
3,055
增持
CSX
CSX CORP
+$353.0K
42,931
+1%
增持
ABT
ABBOTT LABS
+$352.0K
12,147
+6%
增持
MCD
MCDONALDS CORP
+$347.0K
10,879
+2%
增持
VO
VANGUARD INDEX FDS
+$334.0K
11,605
+5%
建仓
FNDB
SCHWAB STRATEGIC TR
+$324.0K
5,575
建仓
PATH
UIPATH INC
+$323.0K
7,490
建仓
APD
AIR PRODS & CHEMS INC
+$318.0K
1,046
减持
KR
KROGER CO
-$316.0K
8,187
-52%
清仓
LMND
LEMONADE INC
-$315.0K
0
-100%
增持
IRM
IRON MTN INC NEW
+$312.0K
26,978
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$307.0K
61,054
+18%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$307.0K
28,190
+15%
清仓
—
TWITTER INC
-$302.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$301.0K
32,739
+0%
减持
SWAN
AMPLIFY ETF TR
-$300.0K
127,203
-7%
减持
SCHB
SCHWAB STRATEGIC TR
+$299.0K
35,841
-1%
增持
CVS
CVS HEALTH CORP
+$299.0K
15,781
+1%
减持
T
AT&T INC
-$296.0K
71,704
-6%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$292.0K
58,766
+5%
减持
IBUY
AMPLIFY ETF TR
-$287.0K
11,494
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$286.0K
3,936
+7%
减持
ECH
ISHARES INC
-$285.0K
19,785
-31%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$282.0K
17,254
+45%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$276.0K
1,782
建仓
MC
MOELIS & CO
+$271.0K
4,335
减持
TDOC
TELADOC HEALTH INC
-$271.0K
2,413
-38%
增持
VGT
VANGUARD WORLD FDS
+$269.0K
801
+230%
清仓
HRB
BLOCK H & R INC
-$267.0K
0
-100%
清仓
NWL
NEWELL BRANDS INC
-$258.0K
0
-100%
增持
SPYM
SPDR SER TR
+$256.0K
17,699
+22%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$255.0K
26,728
-9%
增持
FALN
ISHARES TR
+$254.0K
390,444
+3%
增持
GM
GENERAL MTRS CO
+$254.0K
33,159
+3%
建仓
CL
COLGATE PALMOLIVE CO
+$254.0K
2,975
增持
MELI
MERCADOLIBRE INC
+$254.0K
714
+69%
增持
PFFD
GLOBAL X FDS
+$253.0K
28,152
+54%
建仓
SHW
SHERWIN WILLIAMS CO
+$249.0K
706
增持
KMB
KIMBERLY-CLARK CORP
+$249.0K
18,533
+2%
建仓
RBLX
ROBLOX CORP
+$248.0K
2,407
减持
IVE
ISHARES TR
-$247.0K
2,079
-47%
增持
—
EXXON MOBIL CORP
+$247.0K
71,647
+2%
增持
SO
SOUTHERN CO
+$247.0K
20,707
+9%
减持
TSLA
TESLA INC
+$246.0K
921
-2%
建仓
C
CITIGROUP INC
+$245.0K
4,060
清仓
KEY
KEYCORP
-$244.0K
0
-100%
建仓
YYY
AMPLIFY ETF TR
+$244.0K
14,697
增持
D
DOMINION ENERGY INC
+$243.0K
30,790
+3%
增持
MRK
MERCK & CO INC
+$241.0K
30,768
+9%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$239.0K
6,145
+50%
增持
UNP
UNION PAC CORP
+$238.0K
4,200
+0%
建仓
CME
CME GROUP INC
+$231.0K
1,011
建仓
TBT
PROSHARES TR
+$231.0K
13,670
增持
GOOGL
ALPHABET INC
+$228.0K
897
+1%
减持
KO
COCA COLA CO
+$228.0K
35,770
-1%
建仓
FAST
FASTENAL CO
+$224.0K
3,501
建仓
BTZ
BLACKROCK CR ALLOCATION INCO
+$222.0K
14,740
