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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 57
减持 56
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$45.7M
790,783
+372911%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$45.0M
1,020,556
-47%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$22.8M
12,965
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。
-95%
增持
TFC
TRUIST FINL CORP
+$6.5M
194,272
+362%
减持
TOTL
SSGA ACTIVE ETF TR
-$4.1M
7,769
-93%
减持
ESGD
ISHARES TR
-$3.0M
14,863
-76%
减持
SWAN
AMPLIFY ETF TR
-$2.8M
2,439
-98%
增持
IEFA
ISHARES TR
+$2.7M
56,240
+1298%
减持
USMV
ISHARES TR
-$2.3M
29,883
-51%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.2M
35,432
-65%
减持
GDX
VANECK ETF TRUST
-$2.1M
19,002
-79%
增持
ILF
ISHARES TR
+$1.6M
247,409
+32%
减持
MTUM
ISHARES TR
-$1.6M
11,702
-49%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.6M
3,098
-86%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
40,239
-5%
减持
ESGE
ISHARES INC
-$1.5M
16,932
-72%
减持
AAXJ
ISHARES TR
-$1.5M
1,383
-94%
增持
MO
ALTRIA GROUP INC
+$1.4M
52,536
+212%
增持
ESGU
ISHARES TR
+$1.3M
75,940
+34%
增持
SPMD
SPDR SER TR
+$1.3M
197,800
+24%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
183,836
+10%
增持
IEMG
ISHARES INC
+$1.3M
33,837
+790%
增持
MSFT
MICROSOFT CORP
-$1.1M
50,693
+1%
减持
—
PROSHARES TR
+$981.0K
372,994
-3%
增持
IEI
ISHARES TR
+$977.0K
112,464
+13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$961.0K
6,726
-48%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$946.0K
8,926
+2875%
减持
JNJ
JOHNSON & JOHNSON
-$820.0K
52,921
-1%
清仓
BBBY
OVERSTOCK COM INC DEL
-$809.0K
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$799.0K
46,622
+41%
建仓
VTIP
VANGUARD MALVERN FDS
+$794.0K
16,501
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$776.0K
184,846
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$735.0K
24,133
+15%
减持
ADI
ANALOG DEVICES INC
-$729.0K
1,935
-72%
减持
ABBV
ABBVIE INC
-$705.0K
33,456
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$697.0K
27,788
-34%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$687.0K
58,574
-11%
建仓
—
DIREXION SHS ETF TR
+$684.0K
12,302
增持
SBUX
STARBUCKS CORP
+$681.0K
16,095
+82%
减持
ESML
ISHARES TR
-$663.0K
100,114
-16%
清仓
—
PROSHARES TR II
-$659.0K
0
-100%
减持
T
AT&T INC
-$624.0K
72,557
-12%
增持
DUK
DUKE ENERGY CORP NEW
-$619.0K
59,416
+4%
增持
IEF
ISHARES TR
-$613.0K
105,042
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$613.0K
27,817
+0%
增持
PG
PROCTER AND GAMBLE CO
-$573.0K
34,970
+1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$571.0K
47,353
+339%
增持
XLU
SELECT SECTOR SPDR TR
-$567.0K
196,164
+3%
增持
PFE
PFIZER INC
-$566.0K
69,405
+1%
建仓
JXN
JACKSON FINANCIAL INC
+$565.0K
20,352
增持
VO
VANGUARD INDEX FDS
+$560.0K
15,546
+30%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$553.0K
198,280
-3%
减持
AMZN
AMAZON COM INC
+$549.0K
112,293
-2%
减持
V
VISA INC
-$527.0K
14,987
-7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$524.0K
159,135
+3%
减持
FDX
FEDEX CORP
-$509.0K
6,093
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$508.0K
55,795
-5%
增持
IJR
ISHARES TR
+$503.0K
43,867
+22%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$496.0K
16,224
-38%
减持
LQDH
ISHARES U S ETF TR
-$462.0K
10,456
-32%
增持
GOOG
ALPHABET INC
-$455.0K
74,375
+2039%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$454.0K
48,682
+270%
减持
USHY
ISHARES TR
-$451.0K
976
-93%
增持
—
CHECK POINT SOFTWARE TECH LT
+$441.0K
7,113
+143%
减持
CSCO
CISCO SYS INC
-$438.0K
22,253
-29%
减持
IJH
ISHARES TR
-$438.0K
25,338
-4%
增持
AAPL
APPLE INC
+$432.0K
185,047
+1%
增持
IVV
ISHARES TR
+$417.0K
12,017
+17%
减持
—
JPMORGAN CHASE & CO
-$408.0K
100
-100%
增持
QUAL
ISHARES TR
-$397.0K
240,924
+6%
减持
—
EXXON MOBIL CORP
-$396.0K
54,973
-9%
清仓
PECO
PHILLIPS EDISON & CO INC
-$392.0K
0
-100%
增持
DGRO
ISHARES TR
+$392.0K
181,820
+13%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$381.0K
34,807
+56%
减持
EEMV
ISHARES INC
-$379.0K
33,968
-10%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$378.0K
3,648
+463%
增持
XOP
SPDR SER TR
+$376.0K
3,547
+538%
增持
IBB
ISHARES TR
+$371.0K
3,628
+703%
清仓
CHWY
CHEWY INC
-$366.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$360.0K
21,968
+0%
增持
IUSG
ISHARES TR
+$355.0K
5,045
+741%
增持
VTI
VANGUARD INDEX FDS
+$343.0K
36,183
+11%
清仓
PII
POLARIS INC
-$341.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
-$334.0K
17,895
+3%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$329.0K
68,014
+0%
增持
META
META PLATFORMS INC
-$322.0K
19,672
+6%
清仓
—
HEALTHCARE TR AMER INC
-$320.0K
0
-100%
增持
D
DOMINION ENERGY INC
-$312.0K
29,714
+0%
减持
—
BLUEROCK RESIDENTIAL GWT REI
-$303.0K
12,380
-49%
减持
AVGO
BROADCOM INC
-$299.0K
5,384
-3%
增持
TSLA
TESLA INC
+$293.0K
4,722
+231%
减持
IVW
ISHARES TR
-$293.0K
95,105
-1%
增持
MOAT
VANECK ETF TRUST
+$293.0K
11,277
+87%
减持
KO
COCA COLA CO
-$290.0K
38,251
-1%
减持
NKE
NIKE INC
-$283.0K
14,583
-0%
清仓
OKTA
OKTA INC
-$281.0K
0
-100%
减持
XBI
SPDR SER TR
-$280.0K
23,492
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
-$280.0K
41,638
+14%
减持
SCHB
SCHWAB STRATEGIC TR
-$280.0K
80,126
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$276.0K
5,805
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$275.0K
2,481
+338%
增持
QQQ
INVESCO QQQ TR
+$273.0K
53,498
+7%
增持
MS
MORGAN STANLEY
+$269.0K
7,205
+83%
减持
LQD
ISHARES TR
-$267.0K
3,609
-38%
清仓
—
GSK PLC
-$265.0K
0
-100%
减持
LOW
LOWES COS INC
+$264.0K
25,530
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$261.0K
16,754
-15%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$254.0K
64,648
-3%
清仓
DLR
DIGITAL RLTY TR INC
-$253.0K
0
-100%
增持
INTC
INTEL CORP
-$250.0K
41,452
+18%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$249.0K
0
-100%
建仓
NWL
NEWELL BRANDS INC
+$247.0K
17,755
清仓
NEM
NEWMONT CORP
-$243.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$243.0K
14,355
+2%
减持
NOBL
PROSHARES TR
-$242.0K
41,433
-1%
清仓
SHOP
SHOPIFY INC
-$242.0K
0
-100%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$239.0K
0
-100%
建仓
SJM
SMUCKER J M CO
+$239.0K
1,736
增持
HD
HOME DEPOT INC
+$238.0K
15,484
+5%
建仓
—
HANESBRANDS INC
+$236.0K
33,913
减持
—
MEDTRONIC PLC
-$235.0K
15,743
-6%
清仓
AA
ALCOA CORP
-$232.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$232.0K
6,309
-2%
建仓
OXY
OCCIDENTAL PETE CORP
+$231.0K
3,765
减持
CHD
CHURCH & DWIGHT CO INC
-$230.0K
9,782
-2%
清仓
VTR
VENTAS INC
-$229.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$225.0K
11,074
-2%
清仓
APPN
APPIAN CORP
-$224.0K
0
-100%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$223.0K
0
-100%
清仓
MKL
MARKEL CORP
-$220.0K
0
-100%
建仓
ALB
ALBEMARLE CORP
+$219.0K
827
减持
SPYG
SPDR SER TR
-$219.0K
24,739
-11%
清仓
HAL
HALLIBURTON CO
-$218.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$217.0K
6,409
+50%
增持
VOO
VANGUARD INDEX FDS
+$216.0K
2,213
+50%
清仓
JBGS
JBG SMITH PPTYS
-$213.0K
0
-100%
建仓
HR
HEALTHCARE RLTY TR
+$212.0K
10,177
减持
IWF
ISHARES TR
-$211.0K
2,680
-24%
建仓
VMC
VULCAN MATLS CO
+$211.0K
1,341
增持
ALL
ALLSTATE CORP
+$209.0K
3,768
+84%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$209.0K
0
-100%
清仓
CME
CME GROUP INC
-$205.0K
0
-100%
清仓
SAP
SAP SE
-$203.0K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$202.0K
0
-100%
减持
ABT
ABBOTT LABS
-$201.0K
13,595
-3%
增持
—
CRISPR THERAPEUTICS AG
+$201.0K
29,321
+4%
清仓
HUBS
HUBSPOT INC
-$200.0K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$200.0K
0
-100%
减持
QYLD
GLOBAL X FDS
-$199.0K
84,735
-3%
建仓
UOCT
INNOVATOR ETFS TR
+$197.0K
7,500
