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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 17
增持 63
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$13.9M
607,477
-20%
增持
VUG
VANGUARD INDEX FDS
+$8.5M
31,355
+232%
增持
NVDA
NVIDIA CORPORATION
+$8.1M
215,249
+953%
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
LQDH
ISHARES U S ETF TR
+$7.7M
140,634
+144%
增持
USFR
WISDOMTREE TR
+$7.5M
210,126
+243%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$7.4M
186,135
+320%
增持
VTV
VANGUARD INDEX FDS
+$7.0M
64,820
+214%
增持
MTUM
ISHARES TR
+$5.7M
37,637
+320%
减持
AAPL
APPLE INC
+$5.6M
154,462
-2%
增持
DIVO
AMPLIFY ETF TR
+$5.4M
203,227
+225%
减持
DCOR
DIMENSIONAL ETF TRUST
-$5.2M
215,078
-30%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$5.1M
231,373
-27%
增持
XLB
SELECT SECTOR SPDR TR
+$4.6M
53,299
+5125%
减持
IWM
ISHARES TR
-$4.3M
12,840
-61%
减持
OIH
VANECK ETF TRUST
-$3.9M
1,715
-87%
减持
VO
VANGUARD INDEX FDS
-$3.2M
31,308
-27%
增持
HEFA
ISHARES TR
+$3.1M
100,870
+651%
减持
ILF
ISHARES TR
-$2.7M
7,199
-93%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$2.0M
90,825
+52%
减持
SPMD
SPDR SER TR
-$1.9M
132,209
-19%
减持
IEI
ISHARES TR
-$1.8M
24,930
-38%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.8M
42,710
-49%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
41,441
-33%
减持
TCAF
T ROWE PRICE ETF INC
-$1.7M
48,353
-54%
建仓
SYFI
AB ACTIVE ETFS INC
+$1.7M
47,454
增持
HERD
PACER FDS TR
+$1.6M
61,939
+272%
减持
GOOG
ALPHABET INC
+$1.6M
71,629
-6%
清仓
SGOV
ISHARES TR
-$1.6M
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
126,849
+27%
减持
IEF
ISHARES TR
-$1.5M
13,318
-54%
增持
AMZN
AMAZON COM INC
+$1.4M
88,362
+2%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$1.4M
36,986
+93%
减持
BJUN
INNOVATOR ETFS TRUST
-$1.4M
10,840
-78%
减持
SPYG
SPDR SER TR
-$1.4M
7,395
-72%
清仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$1.4M
0
-100%
增持
AVGO
BROADCOM INC
+$1.3M
4,279
+3%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.3M
57,237
-37%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
466,943
+6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
83,582
+64%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
76,560
+34%
增持
GLD
SPDR GOLD TR
+$1.0M
13,790
+47%
增持
LLY
ELI LILLY & CO
+$997.3K
5,248
+9%
减持
MOTG
VANECK ETF TRUST
-$966.4K
19,139
-58%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$963.3K
163,328
+21%
减持
—
LEUTHOLD FDS INC
-$890.7K
68,750
-28%
减持
MSFT
MICROSOFT CORP
+$888.9K
36,007
-0%
增持
LOW
LOWES COS INC
-$765.7K
24,279
+1%
减持
TER
TERADYNE INC
-$704.0K
2,658
-73%
减持
IJH
ISHARES TR
-$690.5K
116,484
-6%
减持
ASHR
DBX ETF TR
-$689.9K
97,447
-21%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$681.2K
5,846
-81%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$669.3K
86,880
-2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$660.0K
3,960
+51%
建仓
FNGS
BANK MONTREAL MEDIUM
+$659.8K
13,430
减持
MOAT
VANECK ETF TRUST
-$655.7K
40,713
-12%
增持
MSCI
MSCI INC
+$648.0K
2,057
+236%
减持
GOOGL
ALPHABET INC
+$644.0K
21,390
-1%
建仓
CLIP
GLOBAL X FDS
+$641.2K
6,382
减持
INTC
INTEL CORP
-$629.5K
47,631
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$609.4K
14,858
+12%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$608.5K
75,451
+27%
增持
QUAL
ISHARES TR
+$605.9K
82,291
+1%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$590.0K
2
+100%
减持
CVS
CVS HEALTH CORP
-$587.4K
22,134
-7%
增持
META
META PLATFORMS INC
+$573.5K
13,124
+5%
清仓
—
GLOBAL X FDS
-$550.2K
0
-100%
增持
HACK
AMPLIFY ETF TR
+$544.8K
20,885
+66%
增持
FLOT
ISHARES TR
+$537.1K
21,566
+95%
减持
JNJ
JOHNSON & JOHNSON
-$536.4K
30,416
-3%
减持
QQQ
INVESCO QQQ TR
+$533.9K
15,774
-0%
减持
NUE
NUCOR CORP
-$523.9K
8,484
-10%
减持
SMOT
VANECK ETF TRUST
-$518.0K
11,050
-57%
增持
IVV
ISHARES TR
+$505.3K
21,370
+0%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$504.9K
428,551
+4%
增持
NVO
NOVO-NORDISK A S
+$483.0K
6,698
+82%
减持
GM
GENERAL MTRS CO
-$476.3K
13,738
-44%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$467.8K
14,268
-3%
减持
BSEP
INNOVATOR ETFS TRUST
-$467.3K
1,620
-88%
减持
NSC
NORFOLK SOUTHN CORP
-$466.9K
2,878
-32%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$460.5K
235,379
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$459.1K
12,578
+14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$451.8K
21,731
-1%
增持
BALT
INNOVATOR ETFS TRUST
+$440.5K
14,707
+36668%
减持
—
CRISPR THERAPEUTICS AG
-$432.3K
29,986
-0%
增持
AMGN
AMGEN INC
+$431.2K
11,105
+4%
减持
SPSM
SPDR SER TR
-$430.2K
6,273
-61%
增持
VTI
VANGUARD INDEX FDS
+$428.7K
27,305
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$425.1K
10,177
+4%
减持
XBI
SPDR SER TR
-$423.8K
2,630
-63%
减持
COST
COSTCO WHSL CORP NEW
-$415.6K
2,576
-28%
减持
AVUS
AMERICAN CENTY ETF TR
-$414.5K
10,995
-30%
增持
ABBV
ABBVIE INC
-$405.2K
40,155
+0%
建仓
JAAA
JANUS DETROIT STR TR
+$400.9K
7,880
减持
VTIP
VANGUARD MALVERN FDS
-$400.4K
4,279
-66%
减持
QCOM
QUALCOMM INC
+$397.3K
14,031
-1%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$394.0K
13,245
建仓
—
SUPER MICRO COMPUTER INC
+$385.1K
470
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$381.9K
6,095
减持
TGT
TARGET CORP
-$378.6K
8,493
-8%
增持
DIS
DISNEY WALT CO
-$377.6K
17,859
+2%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$370.3K
56,114
+46%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$364.0K
32,139
+23%
减持
SQ
BLOCK INC
-$361.9K
5,491
-35%
增持
ENB
ENBRIDGE INC
+$359.4K
60,028
+22%
增持
TSLA
TESLA INC
+$355.9K
8,153
+14%
减持
DGRO
ISHARES TR
-$355.3K
173,155
-3%
建仓
DMAY
FIRST TR EXCHNG TRADED FD VI
+$352.1K
9,153
增持
DFAU
DIMENSIONAL ETF TRUST
+$351.7K
141,250
+4%
增持
—
ASML HOLDING N V
+$345.1K
753
+72%
增持
CSHI
NEOS ETF TRUST
+$341.2K
32,548
+27%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$325.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$324.3K
38,558
+9%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$322.4K
53,922
+36%
清仓
KMX
CARMAX INC
-$316.6K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$314.2K
16,783
+13%
减持
MRK
MERCK & CO INC
-$311.7K
26,777
-3%
减持
IVW
ISHARES TR
+$304.7K
57,362
-3%
建仓
GEV
GE VERNOVA INC
+$298.6K
1,741
增持
HD
HOME DEPOT INC
-$292.8K
12,173
+4%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$288.9K
23,541
+64%
建仓
PINS
PINTEREST INC
+$288.7K
6,552
清仓
BNTX
BIONTECH SE
-$285.0K
0
-100%
减持
SHY
ISHARES TR
-$278.2K
11,406
-23%
增持
LNC
LINCOLN NATL CORP IND
+$271.8K
35,142
+37%
减持
IXUS
ISHARES TR
-$268.2K
1,465
-73%
增持
PFE
PFIZER INC
+$265.5K
119,304
+8%
减持
IUSG
ISHARES TR
+$261.4K
29,220
-1%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$261.3K
7,354
+51%
减持
DFAT
DIMENSIONAL ETF TRUST
-$259.7K
3,369
-58%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$257.4K
5,777
-1%
建仓
GDRX
GOODRX HLDGS INC
+$253.2K
32,465
建仓
FLNA
CASSAVA SCIENCES INC
+$251.9K
20,400
清仓
WY
WEYERHAEUSER CO MTN BE
-$251.8K
0
-100%
减持
VEEV
VEEVA SYS INC
-$249.5K
2,150
-23%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$242.5K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$241.3K
4,063
+9%
增持
IJR
ISHARES TR
+$238.4K
66,526
+7%
建仓
JUNM
FIRST TR EXCHNG TRADED FD VI
+$238.2K
7,798
清仓
TMUS
T-MOBILE US INC
-$235.4K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$234.0K
3,718
+0%
建仓
APD
AIR PRODS & CHEMS INC
+$233.1K
903
增持
FTQI
FIRST TR EXCHANGE-TRADED FD
+$233.0K
37,228
+45%
建仓
MCK
MCKESSON CORP
+$232.5K
398
建仓
BOXX
EA SERIES TRUST
+$231.8K
2,150
增持
UNH
UNITEDHEALTH GROUP INC
+$231.6K
3,740
+11%
建仓
FTNT
FORTINET INC
+$231.6K
3,842
减持
MCD
MCDONALDS CORP
-$230.9K
7,934
-1%
减持
XLU
SELECT SECTOR SPDR TR
-$230.4K
21,845
-17%
减持
GILD
GILEAD SCIENCES INC
-$228.2K
10,655
-19%
减持
INTF
ISHARES TR
-$227.5K
8,712
-46%
