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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 23
增持 61
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$4.2M
1,568,400
+3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.9M
263,485
+33%
增持
AAPL
APPLE INC
-$3.6M
179,915
+1%
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
SPY
SPDR S&P 500 ETF TR
+$2.5M
14,767
+73%
减持
XLU
SELECT SECTOR SPDR TR
-$1.9M
203,544
-4%
增持
TLT
ISHARES TR
+$1.8M
20,265
+7547%
增持
QQQ
INVESCO QQQ TR
+$1.6M
20,227
+32%
建仓
AQN
ALGONQUIN PWR UTILS CORP
+$1.4M
237,760
减持
MSFT
MICROSOFT CORP
-$1.2M
42,853
-1%
建仓
BSTP
INNOVATOR ETFS TR
+$1.2M
43,683
建仓
AZO
AUTOZONE INC
+$1.1M
431
增持
USFR
WISDOMTREE TR
+$1.1M
42,756
+102%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.0M
30,297
+250%
增持
AGZD
WISDOMTREE TR
+$1.0M
106,352
+250%
增持
LQDH
ISHARES U S ETF TR
+$1.0M
26,246
+71%
增持
—
EXXON MOBIL CORP
+$987.3K
40,158
+15%
减持
XLP
SELECT SECTOR SPDR TR
-$931.5K
5,164
-70%
增持
—
LEUTHOLD FDS INC
+$888.9K
63,683
+90%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$792.4K
16,885
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$790.5K
44,240
+55%
减持
ESGU
ISHARES TR
-$733.5K
24,754
-21%
减持
SCHG
SCHWAB STRATEGIC TR
-$719.8K
12,660
-42%
增持
AGG
ISHARES TR
+$714.2K
9,747
+372%
增持
LOW
LOWES COS INC
+$691.3K
30,576
+22%
增持
D
DOMINION ENERGY INC
+$688.4K
50,160
+67%
减持
AMZN
AMAZON COM INC
-$680.1K
108,313
-2%
减持
RTX
RTX CORPORATION
-$677.2K
8,961
-34%
减持
GOOG
ALPHABET INC
+$645.0K
77,085
-2%
建仓
URNM
SPROTT FDS TR
+$632.1K
13,400
减持
PFFD
GLOBAL X FDS
-$620.4K
780
-98%
增持
XHB
SPDR SER TR
+$612.5K
8,031
+25806%
增持
HYG
ISHARES TR
+$580.2K
8,928
+758%
清仓
BBY
BEST BUY INC
-$569.4K
0
-100%
减持
TFC
TRUIST FINL CORP
-$562.1K
285,759
-1%
减持
AMGN
AMGEN INC
+$560.8K
12,034
-0%
增持
MAR
MARRIOTT INTL INC NEW
+$542.1K
5,010
+108%
减持
ESML
ISHARES TR
-$539.0K
60,600
-17%
增持
IDVO
AMPLIFY ETF TR
+$537.3K
52,592
+68%
减持
ABBV
ABBVIE INC
+$528.7K
41,138
-1%
增持
LLY
ELI LILLY & CO
+$525.9K
4,713
+10%
减持
JXN
JACKSON FINANCIAL INC
+$521.0K
69,425
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$517.4K
177,935
+3%
减持
IEI
ISHARES TR
-$513.5K
116,238
-2%
增持
CVX
CHEVRON CORP NEW
+$511.1K
25,393
+6%
增持
DIVO
AMPLIFY ETF TR
+$511.1K
55,523
+41%
增持
GOOGL
ALPHABET INC
+$492.2K
24,070
+8%
增持
YYY
AMPLIFY ETF TR
+$487.2K
71,175
+174%
建仓
—
UNITED STS NAT GAS FD LP
+$486.8K
71,277
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$482.7K
89,521
+22%
增持
NVDA
NVIDIA CORPORATION
+$470.2K
23,376
+2%
减持
GM
GENERAL MTRS CO
-$446.7K
30,632
-19%
减持
FCEF
FIRST TR EXCHNG TRADED FD VI
-$428.1K
351,484
-3%
增持
VTV
VANGUARD INDEX FDS
+$420.1K
13,274
+34%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$411.1K
238,365
+2%
增持
OXY
OCCIDENTAL PETE CORP
+$400.2K
9,818
+144%
建仓
CCJ
CAMECO CORP
+$391.4K
9,875
减持
PGX
INVESCO EXCH TRADED FD TR II
-$383.6K
7,464
-82%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$382.9K
8,450
-47%
减持
MCD
MCDONALDS CORP
-$382.3K
9,730
-1%
增持
PFE
PFIZER INC
+$371.6K
87,269
+27%
减持
WM
WASTE MGMT INC DEL
-$370.7K
4,198
-28%
增持
ENB
ENBRIDGE INC
+$355.0K
45,237
+47%
建仓
TROW
PRICE T ROWE GROUP INC
+$354.4K
3,379
减持
DHR
DANAHER CORPORATION
-$354.3K
3,638
-31%
减持
HD
HOME DEPOT INC
-$349.5K
14,850
-5%
减持
IEF
ISHARES TR
-$348.8K
64,150
-0%
增持
QUAL
ISHARES TR
-$347.3K
252,583
+1%
增持
SPMD
SPDR SER TR
-$345.8K
248,997
+2%
减持
PSK
SPDR SER TR
-$339.8K
367
-97%
减持
UPS
UNITED PARCEL SERVICE INC
-$339.1K
12,615
-2%
清仓
BX
BLACKSTONE INC
-$338.2K
0
-100%
增持
ILF
ISHARES TR
-$337.7K
316,010
+2%
建仓
BNTX
BIONTECH SE
+$335.6K
3,089
增持
SCHW
SCHWAB CHARLES CORP
+$335.4K
29,500
+30%
增持
CCI
CROWN CASTLE INC
+$335.0K
5,866
+226%
增持
EWZ
ISHARES INC
+$330.3K
21,375
+113%
增持
SPYV
SPDR SER TR
+$318.6K
10,077
+348%
减持
UEC
URANIUM ENERGY CORP
-$313.1K
23,310
-82%
增持
DGRO
ISHARES TR
-$312.3K
184,269
+1%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$311.6K
117,111
-5%
减持
NOBL
PROSHARES TR
-$310.6K
44,334
-1%
建仓
TWLO
TWILIO INC
+$307.6K
5,256
增持
CVS
CVS HEALTH CORP
+$306.6K
25,431
+20%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$302.6K
865,708
+1%
增持
MRK
MERCK & CO INC
-$301.6K
29,073
+2%
增持
MOAT
VANECK ETF TRUST
+$301.6K
45,279
+15%
清仓
FE
FIRSTENERGY CORP
-$300.8K
0
-100%
减持
IJH
ISHARES TR
-$300.8K
24,192
-0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$299.7K
31,142
-11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$292.6K
10,338
+28%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$289.6K
15,733
+48%
清仓
GWW
GRAINGER W W INC
-$285.6K
0
-100%
增持
—
CRISPR THERAPEUTICS AG
-$279.0K
30,781
+3%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$277.3K
0
-100%
减持
TIP
ISHARES TR
-$274.9K
4,733
-33%
增持
GE
GENERAL ELECTRIC CO
+$274.1K
10,591
+30%
增持
ITB
ISHARES TR
+$274.1K
3,595
+3684%
建仓
WYNN
WYNN RESORTS LTD
+$271.7K
2,940
减持
SBUX
STARBUCKS CORP
-$271.0K
14,130
-10%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$270.9K
499
-88%
减持
LMT
LOCKHEED MARTIN CORP
-$267.5K
5,114
-0%
清仓
VMC
VULCAN MATLS CO
-$266.7K
0
-100%
减持
IVW
ISHARES TR
-$266.2K
58,517
-3%
增持
NEE
NEXTERA ENERGY INC
-$262.2K
17,175
+2%
减持
URA
GLOBAL X FDS
-$260.0K
91,320
-27%
建仓
AMLP
ALPS ETF TR
+$259.0K
6,138
减持
AFL
AFLAC INC
-$254.8K
5,999
-41%
清仓
DAL
DELTA AIR LINES INC DEL
-$253.1K
0
-100%
增持
CBRL
CRACKER BARREL OLD CTRY STOR
-$247.2K
12,665
+7%
建仓
SHOP
SHOPIFY INC
+$246.7K
4,521
建仓
DHI
D R HORTON INC
+$246.1K
2,290
减持
ABT
ABBOTT LABS
-$244.6K
15,024
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$239.9K
27,565
+2%
减持
JPM
JPMORGAN CHASE & CO
-$237.1K
24,395
-6%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$236.1K
1,213
清仓
CHWY
CHEWY INC
-$235.8K
0
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$234.4K
5,676
建仓
BUFF
INNOVATOR ETFS TR
+$233.4K
6,225
减持
MMM
3M CO
-$232.8K
16,065
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$231.5K
1,096,336
-0%
减持
VPU
VANGUARD WORLD FDS
-$230.6K
11,844
-3%
增持
VUG
VANGUARD INDEX FDS
+$230.5K
5,230
+24%
增持
VXF
VANGUARD INDEX FDS
+$228.3K
2,736
+149%
建仓
BKNG
BOOKING HOLDINGS INC
+$228.2K
74
减持
IHI
ISHARES TR
-$226.8K
12,573
-15%
建仓
TCAF
T ROWE PRICE ETF INC
+$225.9K
9,104
清仓
IBBQ
INVESCO EXCH TRADED FD TR II
-$224.8K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$224.7K
82,543
+5%
建仓
OKE
ONEOK INC NEW
+$224.5K
3,539
增持
CAT
CATERPILLAR INC
+$223.8K
4,164
+12%
增持
QYLD
GLOBAL X FDS
+$222.2K
128,850
+18%
清仓
ETG
EATON VANCE TX ADV GLBL DIV
-$220.6K
0
-100%
减持
RY
ROYAL BK CDA
-$218.9K
18,348
-4%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$217.6K
2,298
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$216.7K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$216.6K
0
-100%
清仓
FAST
FASTENAL CO
-$216.2K
0
-100%
减持
NKE
NIKE INC
-$215.6K
12,162
-3%
减持
ESGD
ISHARES TR
-$215.0K
430
-87%
增持
KMB
KIMBERLY-CLARK CORP
-$214.7K
16,186
+3%
增持
IJR
ISHARES TR
+$214.4K
61,573
+10%
清仓
—
CALLON PETE CO DEL
-$214.1K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$213.7K
1,526
清仓
BIIB
BIOGEN INC
-$212.8K
0
-100%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$211.4K
8,063
减持
AVUS
AMERICAN CENTY ETF TR
-$210.8K
44,238
-4%
减持
F
FORD MTR CO DEL
-$209.8K
69,497
-2%
减持
GOVT
ISHARES TR
-$209.7K
111,727
-4%
增持
XLY
SELECT SECTOR SPDR TR
+$207.2K
1,820
+260%
减持
—
MEDTRONIC PLC
-$206.3K
16,146
-3%