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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 21
增持 72
减持 40
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$121.9M
1,522,638
+679%
清仓
—
PROSHARES TR
-$19.5M
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$6.9M
197,888
+140%
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
AAPL
APPLE INC
+$4.7M
177,524
-2%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$4.0M
105,312
+10484%
减持
UMAY
INNOVATOR ETFS TR
-$3.9M
3,525
-98%
增持
AMZN
AMAZON COM INC
+$3.8M
110,838
+7%
增持
QUAL
ISHARES TR
+$3.3M
249,390
+2%
减持
SHY
ISHARES TR
-$3.0M
15,995
-70%
减持
NVDA
NVIDIA CORPORATION
+$2.7M
22,926
-9%
增持
URA
GLOBAL X FDS
+$2.7M
125,772
+4252%
减持
SPY
SPDR S&P 500 ETF TR
-$2.5M
8,517
-44%
减持
MSFT
MICROSOFT CORP
+$2.3M
43,313
-0%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$2.1M
67,872
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.0M
171,939
+5%
增持
IVV
ISHARES TR
+$1.8M
20,580
+14%
增持
GOOG
ALPHABET INC
+$1.6M
78,686
+4%
增持
IJR
ISHARES TR
+$1.6M
56,134
+35%
减持
IEI
ISHARES TR
-$1.5M
118,576
-8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
28,537
+694%
建仓
WSO
WATSCO INC
+$1.3M
3,485
增持
ILF
ISHARES TR
+$1.3M
309,713
+4%
清仓
—
PROSHARES TR II
-$1.2M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
24,921
+49%
建仓
TER
TERADYNE INC
+$1.1M
10,108
增持
META
META PLATFORMS INC
+$1.1M
13,036
+4%
增持
DIVO
AMPLIFY ETF TR
+$1.1M
39,367
+317%
减持
ESGU
ISHARES TR
-$1.1M
31,379
-31%
增持
SPMD
SPDR SER TR
+$1.1M
245,139
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$1.0M
22,656
+395%
建仓
—
LEUTHOLD FDS INC
+$1.0M
33,576
增持
JNJ
JOHNSON & JOHNSON
+$986.5K
55,967
+5%
建仓
KJUL
INNOVATOR ETFS TR
+$971.2K
37,803
增持
ABBV
ABBVIE INC
-$948.0K
41,590
+1%
减持
—
DIREXION SHS ETF TR
-$925.1K
15,000
-77%
增持
MOTG
VANECK ETF TRUST
+$888.5K
55,116
+81%
建仓
IDVO
AMPLIFY ETF TR
+$871.5K
31,376
增持
VTV
VANGUARD INDEX FDS
+$849.9K
9,929
+144%
增持
MOAT
VANECK ETF TRUST
+$822.6K
39,258
+25%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$820.9K
90,928
+29%
减持
AVGO
BROADCOM INC
+$813.5K
4,035
-4%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$806.1K
10,647
+10237%
清仓
MBND
SSGA ACTIVE TR
-$794.9K
0
-100%
增持
IJH
ISHARES TR
+$787.5K
24,220
+9%
建仓
BWA
BORGWARNER INC
+$773.2K
15,808
增持
VUG
VANGUARD INDEX FDS
+$768.4K
4,219
+147%
增持
JXN
JACKSON FINANCIAL INC
+$723.0K
69,665
+85%
增持
MUB
ISHARES TR
+$714.5K
15,300
+79%
增持
TSLA
TESLA INC
+$674.2K
7,516
+21%
减持
QQQ
INVESCO QQQ TR
+$626.0K
15,366
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$620.0K
234,794
+3%
减持
LOW
LOWES COS INC
+$608.4K
25,094
-1%
减持
ESML
ISHARES TR
-$578.4K
72,585
-22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$578.1K
10,858
+7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$575.6K
49,361
-16%
增持
TFC
TRUIST FINL CORP
+$561.4K
287,897
+20%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$540.2K
1,709
+182%
建仓
MBLY
MOBILEYE GLOBAL INC
+$524.4K
13,650
增持
IEFA
ISHARES TR
+$523.6K
65,393
+12%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$522.7K
858,517
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$518.7K
124,774
+7%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$488.8K
4,650
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$487.0K
12,333
-73%
减持
ESGD
ISHARES TR
-$469.6K
3,355
-66%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$452.9K
1,101,828
+1%
增持
SGOV
ISHARES TR
+$440.9K
47,850
+10%
增持
IVW
ISHARES TR
+$431.1K
60,584
+1%
增持
GOOGL
ALPHABET INC
+$427.7K
22,202
+3%
增持
SMOT
VANECK ETF TRUST
+$413.9K
27,803
+89%
清仓
SCCO
SOUTHERN COPPER CORP
-$412.3K
0
-100%
清仓
LEGN
LEGEND BIOTECH CORP
-$411.1K
0
-100%
增持
QYLD
GLOBAL X FDS
+$411.1K
109,220
+23%
减持
IBB
ISHARES TR
-$410.2K
532
-86%
增持
AGZD
WISDOMTREE TR
+$378.8K
30,347
+37%
增持
DGRO
ISHARES TR
+$371.4K
183,178
+1%
建仓
NXTG
FIRST TR EXCHANGE TRADED FD
+$361.1K
5,030
增持
—
CRISPR THERAPEUTICS AG
+$347.6K
29,856
+2%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$331.5K
11,787
-6%
清仓
SLV
ISHARES SILVER TR
-$330.1K
0
-100%
减持
IJJ
ISHARES TR
-$328.5K
695
-82%
增持
KMI
KINDER MORGAN INC DEL
+$313.8K
50,991
+58%
清仓
EGO
ELDORADO GOLD CORP NEW
-$311.2K
0
-100%
减持
IUSG
ISHARES TR
+$310.5K
36,005
-0%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$303.7K
25,212
+47%
减持
IEF
ISHARES TR
-$303.6K
64,434
-2%
清仓
—
CANADIAN PAC RY LTD
-$302.5K
0
-100%
清仓
SHOP
SHOPIFY INC
-$302.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$299.9K
25,954
-3%
建仓
GTN
GRAY TELEVISION INC
+$299.4K
38,000
清仓
DOCU
DOCUSIGN INC
-$299.1K
0
-100%
减持
T
AT&T INC
-$294.4K
71,277
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$294.0K
78,678
+12%
增持
MRK
MERCK & CO INC
+$292.2K
28,552
+1%
增持
LQDH
ISHARES U S ETF TR
+$284.5K
15,323
+23%
增持
DGRW
WISDOMTREE TR
+$279.6K
55,653
+1%
增持
BBY
BEST BUY INC
+$273.5K
6,948
+84%
增持
ABT
ABBOTT LABS
+$270.9K
15,590
+10%
增持
V
VISA INC
+$269.3K
13,656
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$268.9K
10,045
-23%
建仓
ALB
ALBEMARLE CORP
+$261.9K
1,174
增持
GE
GENERAL ELECTRIC CO
+$257.0K
8,164
+22%
建仓
DAL
DELTA AIR LINES INC DEL
+$253.1K
5,323
减持
VTI
VANGUARD INDEX FDS
+$250.2K
30,667
-4%
减持
MELI
MERCADOLIBRE INC
-$247.0K
932
-9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$246.3K
40,816
+27%
增持
IEMG
ISHARES INC
+$244.7K
45,079
+11%
减持
NFLX
NETFLIX INC
+$241.6K
2,856
-3%
减持
FE
FIRSTENERGY CORP
-$241.5K
7,737
-43%
清仓
EXE
CHESAPEAKE ENERGY CORP
-$239.8K
0
-100%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$238.0K
7,659
减持
UPS
UNITED PARCEL SERVICE INC
-$236.0K
12,862
-2%
建仓
KRE
SPDR SER TR
+$235.8K
5,776
建仓
CHWY
CHEWY INC
+$235.8K
5,975
建仓
TQQQ
PROSHARES TR
+$233.9K
5,706
增持
AMGN
AMGEN INC
+$233.8K
12,042
+19%
清仓
MU
MICRON TECHNOLOGY INC
-$232.7K
0
-100%
清仓
HAL
HALLIBURTON CO
-$226.5K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$226.4K
15,052
-1%
清仓
FHYS
FEDERATED HERMES ETF TRUST
-$223.8K
0
-100%
减持
HD
HOME DEPOT INC
+$222.6K
15,570
-0%
建仓
HUBS
HUBSPOT INC
+$220.3K
414
清仓
HPQ
HP INC
-$219.3K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$217.9K
17,350
+21%
清仓
AA
ALCOA CORP
-$216.8K
0
-100%
建仓
FAST
FASTENAL CO
+$216.2K
3,665
减持
FEZ
SPDR INDEX SHS FDS
-$214.1K
940
-84%
清仓
MPRO
NORTHERN LTS FD TR IV
-$212.2K
0
-100%
增持
O
REALTY INCOME CORP
+$211.2K
18,070
+32%
建仓
SNOW
SNOWFLAKE INC
+$202.0K
1,148
建仓
SWK
STANLEY BLACK & DECKER INC
+$201.9K
2,154
增持
—
MEDTRONIC PLC
+$201.0K
16,703
+6%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$200.3K
54,470
+1%
增持
DIS
DISNEY WALT CO
-$197.1K
19,205
+1%
增持
F
FORD MTR CO DEL
+$193.1K
70,915
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$186.4K
27,109
+3%
减持
LLY
LILLY ELI & CO
-$185.8K
4,277
-33%
增持
NOBL
PROSHARES TR
+$185.8K
44,934
+1%
增持
PFE
PFIZER INC
-$180.4K
68,787
+4%
减持
HON
HONEYWELL INTL INC
+$178.5K
11,680
-1%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$178.2K
35,821
-9%
减持
NKE
NIKE INC
-$177.7K
12,490
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$175.3K
4,307
-0%
增持
MS
MORGAN STANLEY
+$170.9K
10,141
+28%
增持
XLU
SELECT SECTOR SPDR TR
+$170.1K
212,434
+5%
减持
CSX
CSX CORP
+$170.0K
44,323
-1%
增持
RY
ROYAL BK CDA
+$169.3K
19,090
+10%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$169.2K
360,806
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$169.2K
1,681
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$166.5K
78,548
+7%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$166.4K
35,076
-6%
