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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 20
增持 78
减持 44
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$10.2M
15,224
-72%
增持
BIL
SPDR SER TR
+$4.7M
58,540
+714%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.9M
1,098,903
+8%
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。
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.7M
854,274
+8%
减持
IEF
ISHARES TR
-$3.7M
66,814
-36%
减持
AMZN
AMAZON COM INC
-$3.6M
108,265
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.3M
230,092
+24%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.2M
166,376
+5%
增持
QUAL
ISHARES TR
+$3.1M
246,772
+2%
建仓
—
PROSHARES TR II
+$2.7M
235,336
减持
XLE
SELECT SECTOR SPDR TR
+$2.6M
180,681
-2%
增持
IUSG
ISHARES TR
+$2.6M
36,415
+622%
增持
SPMD
SPDR SER TR
+$2.5M
238,082
+20%
增持
ABBV
ABBVIE INC
+$2.4M
42,838
+28%
减持
IVW
ISHARES TR
-$2.3M
54,997
-42%
增持
IEI
ISHARES TR
+$2.1M
129,793
+15%
减持
ESGU
ISHARES TR
-$2.0M
47,072
-38%
增持
IVV
ISHARES TR
+$2.0M
16,505
+37%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
27,736
+15%
建仓
XDQQ
INNOVATOR ETFS TR
+$1.9M
92,671
减持
BAB
INVESCO EXCH TRADED FD TR II
-$1.8M
128,080
-35%
增持
DUK
DUKE ENERGY CORP NEW
+$1.6M
68,961
+16%
增持
XLU
SELECT SECTOR SPDR TR
+$1.5M
204,179
+4%
清仓
NJUL
INNOVATOR ETFS TR
-$1.5M
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$1.5M
4,383
减持
EEMV
ISHARES INC
-$1.3M
7,885
-77%
减持
EMB
ISHARES TR
-$1.3M
685
-96%
增持
AAPL
APPLE INC
-$1.3M
187,153
+1%
增持
—
PROSHARES TR
+$1.2M
469,626
+26%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
36,681
+5%
减持
META
META PLATFORMS INC
-$1.1M
12,881
-35%
增持
RY
ROYAL BK CDA SUSTAINABL
+$1.1M
17,282
+175%
增持
MOAT
VANECK ETF TRUST
+$1.0M
26,157
+132%
增持
ILF
ISHARES TR
+$1.0M
300,998
+22%
建仓
USFR
WISDOMTREE TR
+$1.0M
20,066
增持
XLV
SELECT SECTOR SPDR TR
+$1.0M
15,924
+67%
减持
DGRO
ISHARES TR
+$999.7K
181,714
-0%
建仓
—
LISTED FD TR
+$993.2K
33,131
增持
SCHD
SCHWAB STRATEGIC TR
+$971.3K
61,919
+11%
建仓
AGZD
WISDOMTREE TR
+$962.1K
22,141
减持
—
EXXON MOBIL CORP
+$917.4K
51,835
-6%
减持
TSLA
TESLA INC
-$908.0K
2,801
-41%
建仓
MET
METLIFE INC
+$894.2K
12,356
增持
CVX
CHEVRON CORP NEW
+$886.0K
23,439
+1%
增持
HD
HOME DEPOT INC
+$879.4K
16,312
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$875.6K
13,152
+105%
增持
IJR
ISHARES TR
+$849.2K
49,389
+13%
增持
MRK
MERCK & CO INC
+$815.3K
29,556
+3%
减持
NVDA
NVIDIA CORPORATION
+$810.6K
38,973
-3%
减持
—
CRISPR THERAPEUTICS AG
-$807.7K
27,265
-7%
增持
JNJ
JOHNSON & JOHNSON
+$777.1K
53,338
+1%
减持
JPM
JPMORGAN CHASE & CO
+$754.4K
33,657
-6%
增持
IHI
ISHARES TR
+$736.7K
14,698
+1814%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$730.2K
6,833
-59%
增持
NOBL
PROSHARES TR
+$693.9K
44,526
+7%
增持
BAC
BANK AMERICA CORP
+$659.9K
93,295
+16%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$647.8K
1,463
清仓
ZS
ZSCALER INC
-$646.0K
0
-100%
增持
AMGN
AMGEN INC
+$619.7K
10,017
+12%
增持
TIP
ISHARES TR
+$611.9K
7,093
+419%
减持
GOOG
ALPHABET INC
-$601.8K
73,811
-1%
增持
VOO
VANGUARD INDEX FDS
+$590.2K
3,749
+69%
建仓
FDUS
FIDUS INVT CORP
+$581.9K
30,579
清仓
APD
AIR PRODS & CHEMS INC
-$569.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$561.2K
27,442
-1%
增持
PJP
INVESCO EXCHANGE TRADED FD T
+$555.9K
7,467
+1641%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$553.5K
5,448
-58%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$551.6K
45,042
+29%
增持
PFE
PFIZER INC
+$547.3K
69,951
+1%
增持
DGRW
WISDOMTREE TR
+$541.5K
55,293
+7%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$538.5K
329,132
+5%
增持
HON
HONEYWELL INTL INC
+$530.0K
11,003
+0%
增持
POWA
INVESCO EXCH TRD SLF IDX FD
+$523.4K
22,560
+39%
减持
MSFT
MICROSOFT CORP
-$520.0K
47,061
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$518.7K
34,218
+2%
增持
IEFA
ISHARES TR
+$517.1K
56,443
+0%
增持
MMM
3M CO
+$513.6K
16,641
+24%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$513.0K
6,054
+8427%
增持
VZ
VERIZON COMMUNICATIONS INC
+$467.6K
51,995
+25%
减持
DFAU
DIMENSIONAL ETF TRUST
-$464.4K
114,605
-19%
增持
VO
VANGUARD INDEX FDS
+$460.6K
16,597
+7%
增持
JXN
JACKSON FINANCIAL INC
+$451.5K
29,217
+44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$439.6K
9,620
+1%
减持
PYPL
PAYPAL HLDGS INC
-$433.9K
20,459
-7%
增持
LLY
LILLY ELI & CO
+$427.3K
7,529
+5%
增持
VHT
VANGUARD WORLD FDS
+$424.5K
2,457
+196%
减持
BA
BOEING CO
+$407.9K
7,927
-13%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$404.3K
69,913
+3%
增持
IYH
ISHARES TR
+$403.9K
1,483
+2113%
减持
NKE
NIKE INC
+$402.7K
13,800
-5%
减持
LMT
LOCKHEED MARTIN CORP
+$399.1K
5,429
-6%
减持
—
BLACKROCK INC
+$398.0K
2,925
-4%
减持
V
VISA INC
+$394.4K
14,711
-2%
增持
SOXX
ISHARES TR
+$388.8K
1,591
+207%
增持
UPS
UNITED PARCEL SERVICE INC
+$381.2K
15,533
+8%
增持
MUB
ISHARES TR
+$376.9K
10,489
+47%
减持
MA
MASTERCARD INCORPORATED
+$376.1K
6,241
-1%
增持
SBUX
STARBUCKS CORP
+$374.5K
17,445
+8%
增持
CVS
CVS HEALTH CORP
+$370.4K
20,211
+27%
增持
KO
COCA COLA CO
+$366.8K
39,455
+3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$358.1K
58,609
+0%
增持
PM
PHILIP MORRIS INTL INC
+$355.2K
7,610
+52%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$348.6K
33,941
-20%
增持
GILD
GILEAD SCIENCES INC
+$348.5K
13,110
+4%
减持
GOOGL
ALPHABET INC
-$348.0K
21,739
-8%
建仓
BBY
BEST BUY INC
+$345.3K
4,305
增持
TFC
TRUIST FINL CORP
+$342.9K
204,552
+5%
减持
MBND
SSGA ACTIVE TR
-$337.9K
42,980
-25%
增持
LOW
LOWES COS INC
+$337.1K
25,758
+1%
增持
MO
ALTRIA GROUP INC
+$335.4K
53,739
+2%
清仓
—
BLUEROCK RESIDENTIAL GWT REI
-$331.0K
0
-100%
增持
T
AT&T INC
+$325.8K
78,151
+8%
减持
VTI
VANGUARD INDEX FDS
+$319.7K
35,638
-2%
减持
CAT
CATERPILLAR INC
+$316.8K
4,441
-2%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$316.4K
53,856
+5%
增持
XLP
SELECT SECTOR SPDR TR
+$315.1K
14,073
+28%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$311.0K
0
-100%
建仓
DOCU
DOCUSIGN INC
+$310.1K
5,596
减持
GOVT
ISHARES TR
-$308.7K
119,336
-10%
减持
DIS
DISNEY WALT CO
-$300.6K
19,169
-8%
减持
FALN
ISHARES TR
-$300.5K
10,464
-55%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$300.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$300.0K
10,834
-2%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$299.6K
35,327
+14%
增持
INTC
INTEL CORP
+$295.9K
51,606
+24%
减持
SCHB
SCHWAB STRATEGIC TR
-$286.8K
68,672
-14%
增持
ITA
ISHARES TR
+$270.9K
2,485
+3046%
减持
KMB
KIMBERLY-CLARK CORP
+$270.0K
16,825
-6%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$269.6K
3,888
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$267.8K
18,766
+52%
建仓
QVMT
INVESCO EXCH TRADED FD TR II
+$265.8K
6,498
减持
IJH
ISHARES TR
+$265.4K
24,066
-5%
增持
VPU
VANGUARD WORLD FDS
+$264.9K
12,023
+8%
建仓
—
LISTED FD TR
+$259.8K
8,854
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$257.2K
4,581
+190%
减持
WYNN
WYNN RESORTS LTD
+$254.5K
14,241
-2%
建仓
—
WOLFSPEED INC
+$249.1K
3,608
清仓
ABNB
AIRBNB INC
-$246.0K
0
-100%
减持
EIDO
ISHARES TR
-$239.3K
54,386
-13%
增持
FITB
FIFTH THIRD BANCORP
+$237.6K
19,982
+53%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$236.6K
12,233
+0%
建仓
NVO
NOVO-NORDISK A S
+$236.2K
1,745
建仓
HAL
HALLIBURTON CO
+$233.9K
5,945
清仓
ISRG
INTUITIVE SURGICAL INC
-$233.0K
0
-100%
建仓
AA
ALCOA CORP
+$231.6K
5,094
建仓
SAP
SAP SE
+$231.5K
2,243
建仓
—
LISTED FD TR
+$231.2K
7,260
增持
PEP
PEPSICO INC
+$229.9K
8,646
+6%
增持
CSCO
CISCO SYS INC
+$229.9K
23,507
+6%
建仓
—
LISTED FD TR
+$229.9K
9,955
