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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 27
增持 61
减持 48
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$34.9M
96,251
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$24.3M
1,931,276
+34%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$18.0M
268,244
+214%
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
EMLC
VANECK ETF TRUST
-$15.7M
16,977
-97%
增持
IEF
ISHARES TR
+$11.7M
111,563
+4867%
减持
FALN
ISHARES TR
-$10.4M
46,334
-88%
减持
DVYE
ISHARES INC
-$9.3M
9,817
-96%
增持
XLE
SELECT SECTOR SPDR TR
+$4.2M
191,212
+2%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
38,419
+49%
增持
SHY
ISHARES TR
+$2.7M
48,272
+204%
增持
ILF
ISHARES TR
+$1.9M
175,224
+22%
建仓
NJUL
INNOVATOR ETFS TR
+$1.8M
38,366
清仓
QDEC
FIRST TR EXCHNG TRADED FD VI
-$1.8M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.7M
4,638
+15%
增持
IEI
ISHARES TR
+$1.6M
96,181
+22%
增持
NFLX
NETFLIX INC
+$1.5M
8,128
+209%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$1.5M
0
-100%
减持
MTUM
ISHARES TR
-$1.4M
29,133
-16%
增持
HD
HOME DEPOT INC
-$1.4M
14,471
+5%
增持
XLU
SELECT SECTOR SPDR TR
+$1.4M
189,713
+7%
建仓
BMAY
INNOVATOR ETFS TR
+$1.4M
42,605
减持
DHR
DANAHER CORPORATION
-$1.3M
5,175
-39%
清仓
GSEW
GOLDMAN SACHS ETF TR
-$1.2M
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
12,161
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
15,270
清仓
FANG
DIAMONDBACK ENERGY INC
-$1.2M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
32,826
-13%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$1.2M
61,987
增持
EMB
ISHARES TR
+$1.2M
12,257
+6251%
增持
CVX
CHEVRON CORP NEW
+$1.2M
22,883
+5%
减持
—
ACTIVISION BLIZZARD INC
-$1.1M
6,318
-74%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
150,833
+8%
增持
META
META PLATFORMS INC
-$1.1M
15,111
+14%
增持
IVW
ISHARES TR
+$1.1M
84,010
+32%
减持
LOW
LOWES COS INC
-$1.1M
16,793
-3%
建仓
—
UNILEVER PLC
+$1.0M
22,688
增持
PYPL
PAYPAL HLDGS INC
-$939.0K
29,044
+27%
建仓
TGT
TARGET CORP
+$930.0K
4,383
减持
—
BLUEROCK RESIDENTIAL GWT REI
-$927.0K
23,557
-60%
增持
ABBV
ABBVIE INC
+$898.0K
31,143
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$888.0K
6,106
+55%
减持
—
EXXON MOBIL CORP
+$877.0K
63,695
-11%
增持
SHW
SHERWIN WILLIAMS CO
+$871.0K
4,485
+535%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$792.0K
14,194
-50%
增持
EFA
ISHARES TR
+$790.0K
25,397
+85%
增持
CBRL
CRACKER BARREL OLD CTRY STOR
+$784.0K
8,430
+399%
减持
SWAN
AMPLIFY ETF TR
-$770.0K
115,712
-9%
增持
EEM
ISHARES TR
+$757.0K
16,864
+20466%
减持
XLF
SELECT SECTOR SPDR TR
-$750.0K
12,019
-61%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$736.0K
169,973
+15%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$696.0K
3,706
增持
SPMD
SPDR SER TR
+$692.0K
147,672
+17%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$689.0K
11,595
-22%
减持
SHOP
SHOPIFY INC
-$668.0K
795
-9%
增持
BJUN
INNOVATOR ETFS TR
+$667.0K
54,579
+56%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$649.0K
26,220
-10%
增持
JNJ
JOHNSON & JOHNSON
+$623.0K
52,456
+3%
增持
GDX
VANECK ETF TRUST
+$616.0K
91,347
+1%
增持
TSLA
TESLA INC
+$599.0K
1,459
+58%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$569.0K
300
-95%
建仓
BALL
BALL CORP
+$567.0K
6,305
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$562.0K
11,271
减持
VO
VANGUARD INDEX FDS
-$557.0K
10,088
-13%
建仓
FCX
FREEPORT-MCMORAN INC
+$556.0K
11,181
减持
BIL
SPDR SER TR
-$526.0K
7,448
-44%
建仓
—
PROSHARES TR II
+$524.0K
38,953
减持
VTI
VANGUARD INDEX FDS
-$499.0K
31,049
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$495.0K
9,509
+151%
减持
LMT
LOCKHEED MARTIN CORP
+$482.0K
5,792
-1%
增持
AFL
AFLAC INC
+$479.0K
14,325
+89%
增持
NUE
NUCOR CORP
+$478.0K
10,834
+9%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$475.0K
205,812
+3%
增持
AAPL
APPLE INC
+$471.0K
172,150
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$449.0K
8,140
+0%
减持
MBB
ISHARES TR
-$445.0K
4,837
-45%
清仓
EUSB
ISHARES TR
-$441.0K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$436.0K
3,048
-36%
减持
ESGD
ISHARES TR
-$433.0K
47,906
-4%
增持
PFE
PFIZER INC
-$429.0K
71,937
+2%
增持
QUAL
ISHARES TR
+$422.0K
221,878
+10%
减持
XLB
SELECT SECTOR SPDR TR
-$409.0K
1,583
-74%
增持
DFAU
DIMENSIONAL ETF TRUST
+$399.0K
131,349
+16%
减持
HYG
ISHARES TR
-$395.0K
2,591
-63%
增持
KMX
CARMAX INC
+$388.0K
6,188
+286%
减持
IYT
ISHARES TR
-$387.0K
272
-84%
减持
BAC
BK OF AMERICA CORP
-$384.0K
73,823
-4%
增持
—
ACCENTURE PLC IRELAND
-$371.0K
5,332
+2%
增持
LLY
LILLY ELI & CO
+$368.0K
7,989
+15%
增持
ENB
ENBRIDGE INC
+$365.0K
25,274
+23%
建仓
SHEL
SHELL PLC
+$363.0K
6,610
增持
EWZ
ISHARES INC
+$363.0K
26,470
+16%
建仓
—
HEALTHCARE TR AMER INC
+$359.0K
11,456
增持
—
BLACKROCK INC
-$350.0K
3,041
+4%
建仓
—
PARAMOUNT GLOBAL
+$350.0K
9,266
建仓
MKC
MCCORMICK & CO INC
+$349.0K
3,502
减持
IWM
ISHARES TR
-$349.0K
3,903
-24%
建仓
NWBI
NORTHWEST BANCSHARES INC MD
+$347.0K
25,714
减持
ABT
ABBOTT LABS
-$342.0K
11,561
-5%
建仓
IWL
ISHARES TR
+$340.0K
3,143
增持
F
FORD MTR CO DEL
+$340.0K
42,082
+135%
增持
MBND
SSGA ACTIVE TR
+$340.0K
95,580
+23%
增持
APD
AIR PRODS & CHEMS INC
+$339.0K
2,627
+151%
减持
—
FIVERR INTL LTD
-$336.0K
4,552
-24%
增持
GM
GENERAL MTRS CO
-$336.0K
36,757
+11%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$334.0K
28,700
-14%
清仓
PATH
UIPATH INC
-$323.0K
0
-100%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$321.0K
19,862
-3%
减持
QCOM
QUALCOMM INC
-$321.0K
6,755
-9%
建仓
COP
CONOCOPHILLIPS
+$315.0K
3,147
减持
ESGE
ISHARES INC
-$314.0K
40,467
-11%
清仓
FDS
FACTSET RESH SYS INC
-$307.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$303.0K
19,238
-20%
清仓
ETSY
ETSY INC
-$302.0K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$298.0K
113,881
+64%
减持
NSC
NORFOLK SOUTHN CORP
-$298.0K
5,617
-12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$291.0K
74,441
+22%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$286.0K
24,149
-10%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$284.0K
27,636
+53%
减持
DOCU
DOCUSIGN INC
-$284.0K
2,728
-28%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$279.0K
1,225
-39%
增持
GOOGL
ALPHABET INC
+$277.0K
1,034
+15%
增持
KMB
KIMBERLY-CLARK CORP
-$276.0K
19,266
+4%
减持
IBUY
AMPLIFY ETF TR
-$273.0K
11,250
-2%
增持
TOTL
SSGA ACTIVE ETF TR
+$272.0K
129,899
+11%
增持
USHY
ISHARES TR
+$272.0K
12,882
+132%
增持
EIDO
ISHARES TR
+$271.0K
72,916
+9%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$265.0K
2,932
增持
—
CANADIAN PAC RY LTD
+$263.0K
18,771
+5%
减持
WFC
WELLS FARGO CO NEW
-$261.0K
18,804
-23%
减持
CSCO
CISCO SYS INC
-$260.0K
32,547
-1%
建仓
CMP
COMPASS MINERALS INTL INC
+$256.0K
4,070
增持
MSFT
MICROSOFT CORP
-$256.0K
47,328
+7%
清仓
—
ROYAL DUTCH SHELL PLC
-$254.0K
0
-100%
清仓
MRNA
MODERNA INC
-$253.0K
0
-100%
增持
DIS
DISNEY WALT CO
-$253.0K
19,872
+3%
建仓
MKL
MARKEL CORP
+$251.0K
170
清仓
—
AVALARA INC
-$250.0K
0
-100%
清仓
RBLX
ROBLOX CORP
-$248.0K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$248.0K
6,036
-0%
建仓
PECO
PHILLIPS EDISON & CO INC
+$247.0K
7,190
减持
TFC
TRUIST FINL CORP
-$241.0K
28,953
-10%
清仓
SONY
SONY GROUP CORPORATION
-$240.0K
0
-100%
减持
BSEP
INNOVATOR ETFS TR
-$236.0K
14,884
-31%
建仓
SCCO
SOUTHERN COPPER CORP
+$236.0K
3,111
减持
OKTA
OKTA INC
-$234.0K
2,968
-2%
建仓
CCI
CROWN CASTLE INTL CORP NEW
+$234.0K
1,265
清仓
TBT
PROSHARES TR
-$231.0K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$230.0K
1,003
+40%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$227.0K
5,972
减持
—
WALGREENS BOOTS ALLIANCE INC
-$225.0K
21,374
-6%