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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 74
减持 54
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$15.1M
647,826
+1263%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$9.6M
215,970
+138%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$6.8M
302,873
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。
+63%
减持
DCOR
DIMENSIONAL ETF TRUST
-$6.5M
99,386
-54%
增持
VTV
VANGUARD INDEX FDS
+$5.5M
91,165
+41%
建仓
TECL
DIREXION SHS ETF TR
+$5.4M
62,215
减持
MTUM
ISHARES TR
-$5.3M
10,270
-73%
减持
USFR
WISDOMTREE TR
-$5.0M
110,212
-48%
增持
XLP
SELECT SECTOR SPDR TR
+$4.6M
60,562
+1082%
增持
HACK
AMPLIFY ETF TR
+$4.2M
81,840
+292%
增持
FNGS
BANK MONTREAL MEDIUM
+$3.8M
90,351
+573%
减持
LQDH
ISHARES U S ETF TR
-$3.7M
100,988
-28%
增持
GLD
SPDR GOLD TR
+$3.6M
27,079
+96%
增持
BIL
SPDR SER TR
+$3.6M
646,396
+6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.3M
400,072
-14%
减持
VUG
VANGUARD INDEX FDS
-$2.7M
23,579
-25%
减持
AGZD
WISDOMTREE TR
-$2.3M
2,300
-98%
增持
LLY
ELI LILLY & CO
+$2.2M
7,833
+49%
减持
AAPL
APPLE INC
+$2.2M
148,973
-4%
减持
ASHR
DBX ETF TR
-$2.1M
6,884
-93%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
213,711
+31%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.5M
201,952
-13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
88,005
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.3M
256,060
+9%
增持
IJR
ISHARES TR
+$1.2M
70,693
+6%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.2M
1,514
-80%
增持
KJAN
INNOVATOR ETFS TRUST
+$1.0M
31,215
+829%
增持
DIVO
AMPLIFY ETF TR
+$1.0M
216,018
+6%
减持
LOW
LOWES COS INC
+$992.3K
23,426
-4%
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$989.6K
449,134
+5%
减持
KJUL
INNOVATOR ETFS TRUST
-$980.8K
2,167
-94%
减持
DUK
DUKE ENERGY CORP NEW
+$964.4K
74,520
-2%
增持
JAAA
JANUS DETROIT STR TR
+$950.4K
26,560
+237%
增持
PYPL
PAYPAL HLDGS INC
+$937.8K
38,620
+8%
增持
NVDA
NVIDIA CORPORATION
+$930.8K
226,636
+5%
增持
DGRO
ISHARES TR
+$892.5K
173,360
+0%
减持
META
META PLATFORMS INC
+$840.5K
13,028
-1%
减持
QUAL
ISHARES TR
-$833.6K
73,722
-10%
增持
JNJ
JOHNSON & JOHNSON
+$829.7K
32,552
+7%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$803.1K
84,708
+12%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$797.9K
49,218
+109%
减持
TFC
TRUIST FINL CORP
+$783.2K
248,602
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$781.1K
11,015
+8%
减持
ABBV
ABBVIE INC
+$729.1K
38,568
-4%
增持
IVV
ISHARES TR
+$714.2K
21,512
+1%
增持
MOAT
VANECK ETF TRUST
+$662.9K
43,208
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$656.8K
13,402
+57%
增持
BALT
INNOVATOR ETFS TRUST
+$636.7K
34,978
+138%
增持
GOOG
ALPHABET INC
-$630.5K
74,812
+4%
增持
NOBL
PROSHARES TR
+$630.2K
48,030
+3%
减持
VO
VANGUARD INDEX FDS
+$624.1K
31,095
-1%
减持
HD
HOME DEPOT INC
+$614.0K
11,857
-3%
减持
QCOM
QUALCOMM INC
-$599.0K
12,911
-8%
增持
CSHI
NEOS ETF TRUST
+$586.9K
44,308
+36%
增持
D
DOMINION ENERGY INC
+$578.3K
57,358
+3%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$574.3K
90,245
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$573.9K
82,564
+8%
减持
DFAI
DIMENSIONAL ETF TRUST
-$572.6K
85,185
-23%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$549.8K
4,640
-20%
增持
DGRW
WISDOMTREE TR
+$548.7K
59,090
+6%
减持
SHY
ISHARES TR
-$545.7K
4,637
-59%
减持
WMT
WALMART INC
+$538.0K
48,886
-3%
增持
KLAC
KLA CORP
+$536.8K
974
+269%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$535.5K
26,682
增持
HEFA
ISHARES TR
+$516.3K
115,832
+15%
增持
IEFA
ISHARES TR
+$514.6K
75,067
+2%
减持
MRK
MERCK & CO INC
-$499.8K
24,790
-7%
减持
—
ASML HOLDING N V
-$496.8K
328
-56%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$495.9K
58,822
+7%
减持
SPHB
INVESCO EXCH TRADED FD TR II
-$494.9K
29,462
-20%
减持
TSLA
TESLA INC
+$493.6K
8,053
-1%
减持
CVX
CHEVRON CORP NEW
-$492.6K
22,246
-8%
增持
IJH
ISHARES TR
+$484.3K
117,153
+1%
增持
QQQ
INVESCO QQQ TR
+$475.3K
16,458
+4%
增持
VPU
VANGUARD WORLD FD
+$460.0K
13,655
+5%
减持
MMM
3M CO
+$451.8K
14,808
-4%
增持
AVGO
BROADCOM INC
+$440.8K
42,380
+890%
清仓
SAH
SONIC AUTOMOTIVE INC
-$435.8K
0
-100%
减持
—
CRISPR THERAPEUTICS AG
-$432.9K
25,259
-16%
减持
SPMD
SPDR SER TR
+$429.5K
131,891
-0%
减持
DIS
DISNEY WALT CO
-$428.5K
13,980
-22%
增持
PM
PHILIP MORRIS INTL INC
+$418.5K
20,679
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$412.2K
5,059
-7%
减持
INTC
INTEL CORP
-$405.3K
45,604
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$404.6K
23,436
+7%
减持
JXN
JACKSON FINANCIAL INC
+$395.3K
23,928
-1%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$394.2K
1,100
增持
MSFT
MICROSOFT CORP
-$393.2K
36,486
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$390.4K
31,190
+3%
清仓
—
SUPER MICRO COMPUTER INC
-$385.1K
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
+$376.0K
52,737
-1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$375.8K
68,495
+22%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$375.1K
68,927
+28%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$370.5K
18,676
-14%
增持
JUNM
FIRST TR EXCHNG TRADED FD VI
+$368.1K
19,297
+147%
建仓
JSI
JANUS DETROIT STR TR
+$364.5K
6,880
减持
GOOGL
ALPHABET INC
-$362.9K
21,303
-0%
减持
BJUN
INNOVATOR ETFS TRUST
-$356.5K
1,650
-85%
增持
USMV
ISHARES TR
+$356.0K
29,636
+6%
减持
O
REALTY INCOME CORP
+$353.1K
34,397
-1%
增持
ENB
ENBRIDGE INC
+$349.4K
61,212
+2%
增持
CAT
CATERPILLAR INC
+$342.7K
5,008
+3%
增持
V
VISA INC
+$340.4K
15,108
+4%
增持
HERD
PACER FDS TR
+$340.2K
65,994
+7%
增持
—
EATON CORP PLC
+$339.8K
4,691
+21%
减持
MCD
MCDONALDS CORP
+$335.2K
7,740
-2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$332.4K
61,654
+8%
清仓
DG
DOLLAR GEN CORP NEW
-$327.6K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$327.2K
3,913
+5%
减持
RY
ROYAL BK CDA
+$321.4K
18,273
-1%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$315.6K
0
-100%
减持
GM
GENERAL MTRS CO
-$315.2K
7,206
-48%
增持
UNH
UNITEDHEALTH GROUP INC
+$313.1K
3,793
+1%
建仓
OMF
ONEMAIN HLDGS INC
+$313.0K
6,650
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$310.0K
11,225
增持
MSCI
MSCI INC
+$297.3K
2,210
+7%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$296.0K
41,610
+56%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$295.6K
246,188
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$294.5K
37,834
+18%
增持
AMZN
AMAZON COM INC
+$291.7K
93,209
+5%
减持
AMGN
AMGEN INC
-$289.9K
9,869
-11%
建仓
BNTX
BIONTECH SE
+$289.7K
2,439
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$289.3K
9,562
+9%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$281.3K
28,595
+3%
减持
FLNA
CASSAVA SCIENCES INC
+$274.1K
17,874
-12%
增持
SPYM
SPDR SER TR
+$272.3K
17,412
+23%
增持
SO
SOUTHERN CO
+$272.1K
20,864
+1%
减持
PG
PROCTER AND GAMBLE CO
+$267.2K
32,905
-0%
建仓
—
SILA REALTY TRUST INC
+$263.1K
10,405
建仓
—
TE CONNECTIVITY PLC
+$258.3K
1,711
清仓
—
TE CONNECTIVITY LTD
-$257.3K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$256.4K
724
-3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$251.9K
10,929
+94%
减持
—
BLACKROCK INC
+$249.3K
1,827
-3%
减持
BA
BOEING CO
-$249.3K
3,726
-17%
增持
SYFI
AB ACTIVE ETFS INC
+$245.4K
53,177
+12%
建仓
WY
WEYERHAEUSER CO MTN BE
+$245.2K
7,241
增持
CSCO
CISCO SYS INC
+$240.3K
24,547
+9%
减持
NEE
NEXTERA ENERGY INC
+$237.5K
18,543
-1%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$236.9K
3,817
建仓
HCA
HCA HEALTHCARE INC
+$235.3K
579
清仓
MCK
MCKESSON CORP
-$232.5K
0
-100%
建仓
WHR
WHIRLPOOL CORP
+$231.1K
2,160
减持
F
FORD MTR CO
-$230.7K
51,701
-17%
建仓
ISRG
INTUITIVE SURGICAL INC
+$229.4K
467
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$229.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$228.0K
64,001
-0%
建仓
PKG
PACKAGING CORP AMER
+$227.6K
1,057
增持
SDVD
FIRST TR EXCH TRADED FD III
+$224.9K
10,548
+2713%
增持
FUTY
FIDELITY COVINGTON TRUST
+$224.9K
25,436
+2%
