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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 67
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$17.4M
1,385,003
-12%
增持
IWM
ISHARES TR
+$16.8M
88,107
+1711%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$16.7M
311,867
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
VO
VANGUARD INDEX FDS
+$7.1M
45,581
+172%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$7.0M
956,102
-13%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$5.9M
753,375
-13%
增持
PAUG
INNOVATOR ETFS TR
+$3.8M
115,302
+19443%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$3.7M
5,465
-95%
减持
SGOV
ISHARES TR
-$2.9M
17,600
-62%
增持
—
LEUTHOLD FDS INC
+$2.8M
146,839
+131%
增持
TCAF
T ROWE PRICE ETF INC
+$2.3M
90,582
+895%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.1M
227,884
-14%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
24,549
+5%
减持
TFC
TRUIST FINL CORP
+$2.0M
274,827
-4%
增持
VXUS
VANGUARD STAR FDS
+$1.8M
37,731
+382%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$1.7M
46,417
-60%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.6M
47,000
+164%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
9,926
-33%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
46,501
减持
URA
GLOBAL X FDS
-$1.5M
36,670
-60%
减持
IEF
ISHARES TR
-$1.4M
46,078
-28%
清仓
AQN
ALGONQUIN PWR UTILS CORP
-$1.4M
0
-100%
减持
QUAL
ISHARES TR
-$1.3M
217,087
-14%
增持
MOAT
VANECK ETF TRUST
+$1.3M
55,586
+23%
增持
AVGO
BROADCOM INC
+$1.3M
4,192
+2%
减持
JXN
JACKSON FINANCIAL INC
-$1.2M
27,704
-60%
减持
KMB
KIMBERLY-CLARK CORP
-$1.1M
6,840
-58%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
166,791
-6%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
21,797
+112%
减持
IVV
ISHARES TR
+$998.6K
21,640
-0%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$992.6K
381,321
+8%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$948.1K
39,841
+783%
增持
DUK
DUKE ENERGY CORP NEW
+$944.6K
84,809
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$944.0K
107,598
+31%
增持
BAC
BANK AMERICA CORP
+$944.0K
108,790
+10%
增持
XLU
SELECT SECTOR SPDR TR
+$898.0K
203,583
+0%
增持
IJR
ISHARES TR
+$877.6K
61,763
+0%
增持
HYG
ISHARES TR
+$874.4K
19,804
+122%
增持
MDLZ
MONDELEZ INTL INC
+$843.2K
18,781
+152%
减持
QQQ
INVESCO QQQ TR
-$828.4K
15,673
-23%
减持
—
EXXON MOBIL CORP
-$811.5K
39,111
-3%
增持
MGK
VANGUARD WORLD FD
+$810.9K
3,994
+302%
减持
AAPL
APPLE INC
+$780.1K
164,044
-9%
减持
SPMD
SPDR SER TR
+$770.8K
239,622
-4%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$763.0K
104,873
+12%
减持
VTIP
VANGUARD MALVERN FDS
-$741.9K
14,349
-52%
减持
MSFT
MICROSOFT CORP
+$705.2K
37,858
-12%
减持
INTC
INTEL CORP
+$703.9K
50,013
-2%
增持
KRE
SPDR SER TR
+$696.3K
17,927
+207%
增持
IJH
ISHARES TR
+$694.2K
24,271
+0%
减持
SYK
STRYKER CORPORATION
-$684.0K
3,358
-46%
减持
XBI
SPDR SER TR
-$681.3K
9,219
-55%
减持
META
META PLATFORMS INC
+$669.2K
12,646
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$655.0K
136,533
+5%
减持
AMZN
AMAZON COM INC
+$647.6K
94,882
-12%
清仓
BWA
BORGWARNER INC
-$640.2K
0
-100%
建仓
CSHI
NEOS ETF TRUST
+$615.6K
12,330
增持
O
REALTY INCOME CORP
+$599.0K
27,902
+39%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$585.3K
40,262
+33%
减持
HON
HONEYWELL INTL INC
-$583.5K
8,123
-34%
增持
—
CRISPR THERAPEUTICS AG
+$583.3K
31,636
+3%
减持
CSX
CSX CORP
-$568.6K
25,808
-46%
减持
GOOG
ALPHABET INC
+$568.0K
76,149
-1%
减持
DGRO
ISHARES TR
+$555.9K
179,910
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$547.3K
31,495
+7%
减持
NKE
NIKE INC
-$545.4K
5,688
-53%
减持
AVUS
AMERICAN CENTY ETF TR
-$541.6K
33,100
-25%
减持
MO
ALTRIA GROUP INC
-$530.4K
49,970
-17%
增持
TLT
ISHARES TR
+$505.0K
23,284
+15%
增持
IEI
ISHARES TR
+$493.0K
116,508
+0%
减持
IAT
ISHARES TR
-$487.5K
3,047
-83%
增持
IEFA
ISHARES TR
+$484.9K
70,449
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$478.8K
228,763
-4%
减持
EIDO
ISHARES TR
-$473.0K
4,232
-83%
减持
FDX
FEDEX CORP
-$469.8K
3,391
-32%
增持
CVX
CHEVRON CORP NEW
-$465.7K
25,584
+1%
减持
MOTG
VANECK ETF TRUST
-$458.9K
42,079
-30%
增持
LOW
LOWES COS INC
+$453.9K
30,595
+0%
增持
GLD
SPDR GOLD TR
+$449.9K
10,419
+16%
减持
SHW
SHERWIN WILLIAMS CO
-$447.8K
1,854
-54%
增持
AGG
ISHARES TR
+$443.2K
13,701
+41%
增持
D
DOMINION ENERGY INC
+$441.7K
57,072
+14%
减持
AMD
ADVANCED MICRO DEVICES INC
+$437.2K
13,240
-10%
增持
NOBL
PROSHARES TR
+$427.9K
45,731
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$423.8K
24,359
+44%
建仓
DG
DOLLAR GEN CORP NEW
+$418.9K
3,081
增持
SO
SOUTHERN CO
+$413.4K
24,411
+22%
增持
TGT
TARGET CORP
+$412.5K
9,747
+10%
减持
JPM
JPMORGAN CHASE & CO
+$412.1K
23,221
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$408.7K
9,907
-21%
增持
ABBV
ABBVIE INC
+$406.3K
42,191
+3%
建仓
XAR
SPDR SER TR
+$400.3K
2,956
减持
MA
MASTERCARD INCORPORATED
-$398.6K
3,740
-26%
减持
V
VISA INC
+$393.0K
14,095
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$391.1K
5,912
+2%
增持
DGRW
WISDOMTREE TR
+$390.6K
56,059
+0%
增持
ABT
ABBOTT LABS
+$388.4K
16,748
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$377.8K
63,549
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$367.8K
12,467
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$366.6K
11,648
+8%
减持
—
CHECK POINT SOFTWARE TECH LT
-$365.8K
1,968
-61%
增持
MS
MORGAN STANLEY
+$362.2K
13,445
+23%
增持
ENB
ENBRIDGE INC
+$359.2K
51,655
+14%
减持
QCOM
QUALCOMM INC
+$356.8K
10,977
-1%
增持
CAT
CATERPILLAR INC
+$345.1K
5,012
+20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$341.5K
49,309
+11%
减持
VTI
VANGUARD INDEX FDS
+$334.4K
29,280
-6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$331.8K
128,282
+12%
增持
SMOT
VANECK ETF TRUST
+$331.3K
35,651
+28%
减持
COST
COSTCO WHSL CORP NEW
+$329.7K
3,733
-1%
增持
ALB
ALBEMARLE CORP
+$328.2K
3,724
+202%
建仓
—
DISCOVER FINL SVCS
+$326.1K
2,901
增持
NFLX
NETFLIX INC
+$324.0K
2,906
+1%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$318.8K
54,879
+0%
减持
URNM
SPROTT FDS TR
-$318.3K
6,500
-51%
增持
VUG
VANGUARD INDEX FDS
+$316.6K
5,600
+7%
减持
IVW
ISHARES TR
+$310.8K
57,451
-2%
减持
IUSG
ISHARES TR
+$310.8K
35,670
-1%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$308.9K
15,400
增持
SCHG
SCHWAB STRATEGIC TR
+$308.5K
14,816
+17%
建仓
—
ASML HOLDING N V
+$304.3K
402
建仓
AI
C3 AI INC
+$297.1K
10,350
建仓
UBER
UBER TECHNOLOGIES INC
+$283.5K
4,605
建仓
AVUV
AMERICAN CENTY ETF TR
+$283.2K
3,154
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$282.1K
16,808
+7%
增持
VTV
VANGUARD INDEX FDS
+$279.1K
14,114
+6%
增持
LQD
ISHARES TR
+$277.3K
4,458
+111%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$274.7K
23,637
+84%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$263.5K
4,387
减持
ESML
ISHARES TR
+$263.1K
60,570
-0%
建仓
FICO
FAIR ISAAC CORP
+$260.7K
224
减持
PPL
PPL CORP
-$258.4K
7,416
-62%
增持
VPU
VANGUARD WORLD FDS
+$258.1K
12,904
+9%
建仓
MSCI
MSCI INC
+$255.1K
451
建仓
UTG
REAVES UTIL INCOME FD
+$255.1K
9,539
减持
INTF
ISHARES TR
-$250.4K
19,697
-37%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$249.4K
26,946
+13%
减持
ESGU
ISHARES TR
+$248.4K
24,524
-1%
建仓
SYF
SYNCHRONY FINANCIAL
+$248.2K
6,500
清仓
DHI
D R HORTON INC
-$246.1K
0
-100%
增持
USFR
WISDOMTREE TR
+$245.8K
47,717
+12%
减持
SPHD
INVESCO EXCH TRADED FD TR II
+$244.0K
88,476
-1%
减持
WMT
WALMART INC
-$243.8K
16,918
-7%
减持
FBRT
FRANKLIN BSP RLTY TR INC
-$242.1K
12,994
-59%
建仓
SONY
SONY GROUP CORP
+$234.5K
2,476
减持
MELI
MERCADOLIBRE INC
+$233.5K
840
-2%
建仓
FAST
FASTENAL CO
+$233.2K
3,601
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$232.4K
29,616
-5%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$229.6K
1,090
增持
COWZ
PACER FDS TR
+$229.4K
7,161
+148%
