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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 20
增持 41
减持 68
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
XLE
SELECT SECTOR SPDR TR
-$14.7M
13,091
-93%
增持
BIL
SPDR SER TR
+$12.6M
195,434
+234%
减持
AAPL
APPLE INC
+$5.5M
180,515
-4%
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。
建仓
SGOV
ISHARES TR
+$4.4M
43,490
减持
SPY
SPDR S&P 500 ETF TR
-$4.4M
15,279
-45%
增持
UMAY
INNOVATOR ETFS TR
+$3.9M
148,484
+3200%
建仓
AVUS
AMERICAN CENTY ETF TR
+$3.4M
48,072
减持
SCHB
SCHWAB STRATEGIC TR
-$2.9M
3,094
-95%
减持
—
PROSHARES TR II
-$2.5M
15,355
-93%
减持
QUAL
ISHARES TR
+$2.2M
244,177
-1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.1M
82,432
+77%
减持
—
EXXON MOBIL CORP
-$2.1M
33,072
-36%
增持
—
PROSHARES TR
-$2.1M
488,318
+4%
清仓
XDQQ
INNOVATOR ETFS TR
-$1.9M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.6M
103,201
-5%
增持
GOOG
ALPHABET INC
+$1.3M
75,806
+3%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
25,196
-35%
清仓
BMAY
INNOVATOR ETFS TR
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.2M
43,346
-8%
建仓
—
PROSHARES TR II
+$1.2M
256,503
清仓
WYNN
WYNN RESORTS LTD
-$1.2M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
53,402
+0%
减持
META
META PLATFORMS INC
+$1.1M
12,525
-3%
建仓
—
DIREXION SHS ETF TR
+$1.1M
65,918
增持
IVV
ISHARES TR
+$1.1M
17,984
+9%
减持
JPM
JPMORGAN CHASE & CO
-$1.0M
26,667
-21%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.0M
70,328
+56%
增持
QQQ
INVESCO QQQ TR
+$996.6K
15,737
+3%
增持
TSLA
TESLA INC
+$948.3K
6,234
+123%
减持
KAPR
INNOVATOR ETFS TR
-$918.8K
512
-99%
减持
—
CANADIAN PAC RY LTD
-$902.1K
3,932
-76%
减持
PFE
PFIZER INC
-$880.7K
66,263
-5%
清仓
WSO
WATSCO INC
-$869.2K
0
-100%
清仓
—
LINDE PLC
-$787.3K
0
-100%
增持
MOTG
VANECK ETF TRUST
+$750.9K
30,435
+252%
减持
NEE
NEXTERA ENERGY INC
-$720.0K
16,414
-31%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$690.8K
855,568
+0%
建仓
—
LINDE PLC
+$663.9K
1,868
减持
XLU
SELECT SECTOR SPDR TR
-$663.1K
202,860
-1%
减持
IJR
ISHARES TR
-$647.8K
41,637
-16%
减持
EIDO
ISHARES TR
-$646.9K
24,260
-55%
增持
TFC
TRUIST FINL CORP
-$625.6K
239,773
+17%
增持
IVW
ISHARES TR
+$621.5K
60,085
+9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$618.4K
227,327
-1%
增持
MOAT
VANECK ETF TRUST
+$612.0K
31,286
+20%
清仓
XTJL
INNOVATOR ETFS TR
-$587.8K
0
-100%
减持
LLY
LILLY ELI & CO
-$562.8K
6,382
-15%
减持
HD
HOME DEPOT INC
-$538.5K
15,634
-4%
减持
CVX
CHEVRON CORP NEW
-$482.2K
22,829
-3%
减持
MELI
MERCADOLIBRE INC
+$479.4K
1,025
-0%
清仓
—
ACTIVISION BLIZZARD INC
-$474.5K
0
-100%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$462.7K
37,328
+6%
减持
XLI
SELECT SECTOR SPDR TR
-$461.5K
4,039
-54%
增持
INTC
INTEL CORP
+$460.9K
55,858
+8%
减持
AMD
ADVANCED MICRO DEVICES INC
+$459.3K
15,184
-4%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$453.7K
0
-100%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$453.2K
352,225
+7%
增持
F
FORD MTR CO DEL
+$448.9K
69,826
+88%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$425.2K
26,250
-4%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$420.9K
0
-100%
增持
IEFA
ISHARES TR
+$411.3K
58,196
+3%
减持
SHY
ISHARES TR
-$405.8K
52,628
-10%
减持
CVS
CVS HEALTH CORP
-$401.4K
19,944
-1%
减持
—
BLACKROCK INC
-$401.2K
2,499
-15%
增持
JXN
JACKSON FINANCIAL INC
+$393.0K
37,675
+29%
增持
VTIP
VANGUARD MALVERN FDS
+$389.3K
24,537
+46%
增持
XLK
SELECT SECTOR SPDR TR
+$386.7K
13,399
+2%
增持
IEMG
ISHARES INC
+$373.4K
40,525
+18%
减持
XOP
SPDR SER TR
-$372.9K
730
-79%
减持
ABBV
ABBVIE INC
-$371.7K
41,108
-4%
增持
MINT
PIMCO ETF TR
+$371.0K
7,546
+97%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$369.5K
607
-59%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$360.3K
1,186
-78%
减持
MBND
SSGA ACTIVE TR
-$354.2K
29,305
-32%
减持
PG
PROCTER AND GAMBLE CO
-$347.2K
35,054
-4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$344.6K
17,198
+149%
增持
BAC
BANK AMERICA CORP
-$340.1K
96,149
+3%
增持
DUK
DUKE ENERGY CORP NEW
-$335.7K
70,142
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$330.4K
22,785
+10%
建仓
—
BIOXCEL THERAPEUTICS INC
+$323.3K
17,325
清仓
NXTG
FIRST TR EXCHANGE TRADED FD
-$320.1K
0
-100%
清仓
RBLX
ROBLOX CORP
-$317.2K
0
-100%
增持
FPE
FIRST TR EXCH TRADED FD III
+$313.2K
104,262
+30%
减持
MMM
3M CO
-$312.3K
16,015
-4%
减持
GOOGL
ALPHABET INC
+$311.9K
21,497
-1%
减持
VTI
VANGUARD INDEX FDS
-$308.5K
31,873
-11%
减持
D
DOMINION ENERGY INC
-$307.2K
27,305
-9%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$306.8K
5,917
-72%
减持
XBI
SPDR SER TR
-$300.6K
21,334
-8%
增持
SMOT
VANECK ETF TRUST
+$297.4K
14,727
+228%
减持
SO
SOUTHERN CO
-$296.7K
19,541
-16%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$295.3K
1,088,885
-1%
减持
FDX
FEDEX CORP
+$283.7K
5,860
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$283.5K
3,698
-3%
清仓
CL
COLGATE PALMOLIVE CO
-$283.2K
0
-100%
减持
MRK
MERCK & CO INC
-$276.9K
28,220
-5%
减持
MA
MASTERCARD INCORPORATED
-$276.4K
5,211
-17%
减持
IJH
ISHARES TR
-$275.8K
22,168
-8%
增持
CBRL
CRACKER BARREL OLD CTRY STOR
+$271.6K
12,586
+3%
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$269.6K
8,658
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$268.8K
164,358
-1%
减持
ESGE
ISHARES INC
-$265.6K
5,047
-64%
增持
QCOM
QUALCOMM INC
+$265.5K
9,180
+11%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$263.8K
44,232
+153%
减持
FLOT
ISHARES TR
-$261.5K
7,263
-42%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$257.3K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$254.3K
6,595
-18%
减持
KO
COCA COLA CO
-$252.9K
36,384
-8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$251.4K
116,373
+2%
减持
AVGO
BROADCOM INC
+$249.3K
4,187
-4%
建仓
ABNB
AIRBNB INC
+$248.8K
2,000
减持
XLY
SELECT SECTOR SPDR TR
-$248.0K
501
-80%
减持
DIS
DISNEY WALT CO
+$246.3K
19,092
-0%
减持
IEI
ISHARES TR
+$244.2K
128,824
-1%
建仓
IP
INTERNATIONAL PAPER CO
+$241.4K
6,694
建仓
SCHW
SCHWAB CHARLES CORP
+$239.7K
4,577
减持
EWZ
ISHARES INC
-$238.6K
10,379
-44%
建仓
PQDI
PRINCIPAL EXCHANGE TRADED FD
+$237.7K
13,620
减持
ILF
ISHARES TR
+$237.3K
298,583
-1%
减持
IUSG
ISHARES TR
+$236.5K
36,105
-1%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$233.3K
1,977
减持
AFL
AFLAC INC
-$233.2K
10,792
-16%
减持
LMT
LOCKHEED MARTIN CORP
-$233.1K
5,094
-6%
建仓
MU
MICRON TECHNOLOGY INC
+$232.7K
3,857
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$232.5K
1,496
-25%
建仓
VOYA
VOYA FINANCIAL INC
+$228.7K
3,200
建仓
—
TE CONNECTIVITY LTD
+$224.3K
1,710
清仓
TDOC
TELADOC HEALTH INC
-$224.1K
0
-100%
清仓
SJM
SMUCKER J M CO
-$223.4K
0
-100%
增持
—
CRISPR THERAPEUTICS AG
+$220.2K
29,373
+8%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$219.8K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$219.4K
7,778
+21%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$218.5K
1,040
清仓
CMP
COMPASS MINERALS INTL INC
-$216.1K
0
-100%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$214.2K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$213.6K
33,072
-3%
清仓
PKG
PACKAGING CORP AMER
-$212.7K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$204.7K
1,530
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$204.3K
2,490
增持
BJUN
INNOVATOR ETFS TR
+$203.5K
51,361
+9%
清仓
—
NUVEEN INTER DURATION MUN TE
-$203.4K
0
-100%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$200.4K
6,472
建仓
CODI
COMPASS DIVERSIFIED
+$200.3K
10,500
清仓
MRNA
MODERNA INC
-$200.1K
0
-100%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$198.7K
8,891
-0%
增持
IWM
ISHARES TR
+$197.3K
5,241
+24%
增持
BCE
BCE INC
+$196.0K
12,412
+52%
增持
AMGN
AMGEN INC
-$191.0K
10,092
+1%
减持
MUB
ISHARES TR
-$188.3K
8,525
-19%
减持
NUE
NUCOR CORP
+$187.8K
8,954
-1%
