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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 50
减持 66
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$56.9M
758,741
-45%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$25.7M
442,211
-54%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$25.4M
318,877
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。
-58%
减持
QUAL
ISHARES TR
-$18.5M
81,814
-62%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$11.4M
88,221
-47%
减持
XLU
SELECT SECTOR SPDR TR
-$11.2M
26,183
-87%
减持
IWM
ISHARES TR
-$10.8M
32,910
-63%
减持
IEI
ISHARES TR
-$9.0M
40,257
-65%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$7.0M
100,197
-56%
减持
NVDA
NVIDIA CORPORATION
+$6.3M
20,447
-17%
减持
ILF
ISHARES TR
-$5.1M
100,304
-64%
减持
AAPL
APPLE INC
-$4.6M
157,141
-4%
减持
JNJ
JOHNSON & JOHNSON
-$4.2M
31,494
-46%
增持
OIH
VANECK ETF TRUST
+$4.0M
13,199
+789%
建仓
ASHR
DBX ETF TR
+$3.0M
124,085
减持
SPMD
SPDR SER TR
-$3.0M
163,083
-32%
增持
LQDH
ISHARES U S ETF TR
+$2.8M
57,548
+106%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.7M
134,484
+238%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$2.3M
44,280
减持
TLT
ISHARES TR
-$2.2M
820
-96%
减持
IEF
ISHARES TR
-$1.7M
28,657
-38%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
91,355
+96%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.6M
50,902
+6018%
减持
META
META PLATFORMS INC
+$1.6M
12,446
-2%
减持
—
LEUTHOLD FDS INC
-$1.5M
95,030
-35%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
9,445
+69%
减持
VV
VANGUARD INDEX FDS
-$1.5M
760
-90%
减持
HYG
ISHARES TR
-$1.5M
806
-96%
减持
DCOR
DIMENSIONAL ETF TRUST
+$1.4M
307,679
-1%
减持
AVUS
AMERICAN CENTY ETF TR
-$1.3M
15,711
-53%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
20,675
+46%
减持
AMZN
AMAZON COM INC
+$1.2M
86,662
-9%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.1M
59,641
+48%
增持
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
43,563
+439%
增持
LLY
ELI LILLY & CO
+$1.0M
4,826
+4%
清仓
MGK
VANGUARD WORLD FD
-$1.0M
0
-100%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$971.8K
410,924
+8%
减持
MSFT
MICROSOFT CORP
+$968.3K
36,139
-5%
增持
—
EATON CORP PLC
+$959.6K
3,867
+273%
减持
URA
GLOBAL X FDS
-$948.7K
2,313
-94%
减持
IVV
ISHARES TR
+$853.3K
21,283
-2%
减持
AVGO
BROADCOM INC
+$849.3K
4,171
-1%
减持
GOOG
ALPHABET INC
+$826.7K
75,912
-0%
建仓
LNC
LINCOLN NATL CORP IND
+$821.1K
25,715
增持
QCOM
QUALCOMM INC
+$809.6K
14,160
+29%
建仓
HACK
AMPLIFY ETF TR
+$807.1K
12,589
增持
IJH
ISHARES TR
+$780.6K
123,595
+409%
减持
DUK
DUKE ENERGY CORP NEW
-$758.5K
77,255
-9%
减持
ABBV
ABBVIE INC
+$754.1K
40,047
-5%
清仓
—
ETF MANAGERS TR
-$752.4K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$747.0K
83,036
-21%
减持
BA
BOEING CO
-$724.0K
3,978
-30%
减持
KRE
SPDR SER TR
-$723.2K
4,310
-76%
清仓
XHB
SPDR SER TR
-$717.5K
0
-100%
减持
LOW
LOWES COS INC
-$690.6K
24,019
-21%
增持
IVW
ISHARES TR
+$689.0K
59,256
+3%
增持
TCAF
T ROWE PRICE ETF INC
+$685.9K
105,479
+16%
增持
USFR
WISDOMTREE TR
+$680.0K
61,192
+28%
建仓
PANW
PALO ALTO NETWORKS INC
+$663.2K
2,334
增持
CSHI
NEOS ETF TRUST
+$662.7K
25,669
+108%
建仓
HERD
PACER FDS TR
+$653.4K
16,630
减持
DGRO
ISHARES TR
+$648.0K
177,932
-1%
增持
QYLD
GLOBAL X FDS
+$647.1K
163,790
+24%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$643.7K
34,331
减持
SBUX
STARBUCKS CORP
-$631.5K
7,510
-45%
清仓
—
PHYSICIANS RLTY TR
-$621.4K
0
-100%
减持
EFA
ISHARES TR
-$607.3K
2,537
-76%
增持
QQQ
INVESCO QQQ TR
+$605.2K
15,818
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$597.1K
57,174
+16%
增持
IBB
ISHARES TR
+$591.9K
4,444
+3267%
减持
GOVT
ISHARES TR
-$585.9K
92,106
-21%
增持
WMT
WALMART INC
+$562.5K
53,675
+217%
减持
DIS
DISNEY WALT CO
+$561.3K
17,578
-0%
减持
JPM
JPMORGAN CHASE & CO
+$553.1K
22,481
-3%
建仓
—
GLOBAL X FDS
+$550.2K
21,902
减持
MOAT
VANECK ETF TRUST
-$535.7K
46,517
-16%
增持
DFAS
DIMENSIONAL ETF TRUST
+$534.0K
10,124
+521%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$530.1K
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$529.2K
59,582
+10%
增持
COWZ
PACER FDS TR
+$524.0K
15,423
+115%
增持
AMD
ADVANCED MICRO DEVICES INC
+$523.0K
13,711
+4%
减持
MRK
MERCK & CO INC
+$514.7K
27,485
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$503.3K
11,076
-5%
增持
IEFA
ISHARES TR
+$478.9K
73,228
+4%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$471.7K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$469.4K
62,450
+17%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$467.5K
0
-100%
建仓
INTU
INTUIT
+$458.9K
706
清仓
GTN
GRAY TELEVISION INC
-$448.0K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$444.8K
0
-100%
增持
YYY
AMPLIFY ETF TR
+$443.5K
111,420
+44%
减持
AGG
ISHARES TR
-$417.2K
9,625
-30%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$413.7K
31,466
-32%
减持
INTC
INTEL CORP
-$408.6K
47,648
-5%
增持
DFUV
DIMENSIONAL ETF TRUST
+$407.8K
10,558
+1534%
减持
DFAU
DIMENSIONAL ETF TRUST
+$404.0K
135,296
-1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$396.1K
38,466
+63%
减持
SPY
SPDR S&P 500 ETF TR
+$395.7K
9,776
-2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$391.4K
2,622
+25%
增持
HEFA
ISHARES TR
+$385.7K
13,426
+412%
减持
AMGN
AMGEN INC
-$385.4K
10,687
-10%
增持
VYM
VANGUARD WHITEHALL FDS
+$383.9K
30,000
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$354.5K
22,047
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$352.4K
13,214
+6%
增持
TSLA
TESLA INC
-$345.2K
7,153
+3%
减持
EWZ
ISHARES INC
-$344.3K
10,028
-48%
增持
V
VISA INC
+$343.6K
14,381
+2%
增持
NOBL
PROSHARES TR
+$339.1K
46,275
+1%
减持
NFLX
NETFLIX INC
-$336.9K
1,775
-39%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$332.9K
54,978
+0%
清仓
—
DISCOVER FINL SVCS
-$326.1K
0
-100%
建仓
—
CNH INDL N V
+$324.0K
25,000
建仓
INCY
INCYTE CORP
+$317.9K
5,580
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$316.9K
13,772
清仓
URNM
SPROTT FDS TR
-$313.8K
0
-100%
减持
DGRW
WISDOMTREE TR
+$312.9K
55,818
-0%
减持
SCHF
SCHWAB STRATEGIC TR
-$306.3K
13,071
-41%
增持
NUE
NUCOR CORP
+$302.6K
9,424
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$300.9K
8,455
-15%
清仓
AI
C3 AI INC
-$297.1K
0
-100%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$296.5K
19,164
+14%
减持
DFUS
DIMENSIONAL ETF TRUST
-$287.1K
1,523
-79%
增持
SQ
BLOCK INC
+$286.3K
8,466
+52%
清仓
—
UNITED STS NAT GAS FD LP
-$285.1K
0
-100%
减持
GE
GENERAL ELECTRIC CO
+$282.2K
7,665
-8%
清仓
CCJ
CAMECO CORP
-$282.0K
0
-100%
增持
FLOT
ISHARES TR
+$277.2K
11,060
+95%
增持
AMAT
APPLIED MATLS INC
+$268.4K
4,943
+7%
减持
CAT
CATERPILLAR INC
+$267.2K
4,773
-5%
清仓
ABNB
AIRBNB INC
-$266.6K
0
-100%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$264.0K
10,250
-70%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$263.5K
0
-100%
建仓
BKLC
BNY MELLON ETF TRUST
+$263.0K
2,635
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$257.6K
19,250
+0%
减持
TIP
ISHARES TR
-$257.1K
2,065
-54%
增持
NVO
NOVO-NORDISK A S
+$256.2K
3,684
+76%
清仓
UTG
REAVES UTIL INCOME FD
-$255.1K
0
-100%
减持
MINT
PIMCO ETF TR
-$254.4K
6,210
-29%
减持
SMOT
VANECK ETF TRUST
-$251.8K
25,540
-28%
减持
IUSG
ISHARES TR
-$249.7K
29,550
-17%
建仓
MU
MICRON TECHNOLOGY INC
+$249.3K
2,115
增持
AZO
AUTOZONE INC
+$248.7K
412
+1%
清仓
SYF
SYNCHRONY FINANCIAL
-$248.2K
0
-100%
减持
TGT
TARGET CORP
+$247.9K
9,232
-5%
增持
PFE
PFIZER INC
+$245.4K
110,724
+13%
减持
PG
PROCTER AND GAMBLE CO
+$242.1K
33,342
-5%
建仓
GWW
GRAINGER W W INC
+$240.5K
236
清仓
EXC
EXELON CORP
-$240.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$239.5K
62,388
-1%
增持
PYPL
PAYPAL HLDGS INC
+$238.5K
29,399
+4%
