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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 55
减持 65
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$6.0M
714,609
+11%
清仓
TECL
DIREXION SHS ETF TR
-$5.4M
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
-$4.9M
1,711
-97%
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
NVDA
NVIDIA CORPORATION
+$3.5M
231,182
+2%
增持
AMZN
AMAZON COM INC
+$3.4M
94,571
+1%
减持
QYLD
GLOBAL X FDS
-$3.2M
7,138
-96%
减持
AVGO
BROADCOM INC
+$2.5M
42,362
-0%
建仓
—
PROSHARES TR
+$2.4M
76,248
减持
GMAY
FIRST TR EXCHNG TRADED FD VI
-$2.2M
4,520
-93%
增持
GOOG
ALPHABET INC
+$2.1M
76,537
+2%
增持
PFE
PFIZER INC
+$2.0M
200,570
+76%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$2.0M
52,681
-38%
建仓
BLK
BLACKROCK INC
+$1.9M
1,813
清仓
—
BLACKROCK INC
-$1.7M
0
-100%
减持
YYY
AMPLIFY ETF TR
-$1.7M
1,980
-99%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$1.5M
833
-98%
增持
QQQ
INVESCO QQQ TR
+$1.3M
18,189
+11%
减持
VTI
VANGUARD INDEX FDS
-$1.2M
21,680
-18%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.1M
174,309
-18%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
12,580
+14%
减持
LLY
ELI LILLY & CO
-$989.7K
7,707
-2%
减持
AOK
ISHARES TR
-$947.2K
473
-98%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$904.6K
75,742
-16%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$893.6K
116,122
-3%
增持
SPYM
SPDR SER TR
+$878.7K
29,797
+71%
增持
QQQI
NEOS ETF TRUST
+$872.7K
21,150
+362%
减持
ABBV
ABBVIE INC
-$854.6K
38,052
-1%
减持
TSLA
TESLA INC
+$837.5K
7,291
-9%
减持
AAPL
APPLE INC
+$837.2K
141,953
-5%
减持
JNJ
JOHNSON & JOHNSON
-$805.7K
30,906
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$796.3K
85,435
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$771.4K
23,143
+2%
清仓
CLIP
GLOBAL X FDS
-$753.5K
0
-100%
增持
FNGS
BANK MONTREAL MEDIUM
+$733.1K
90,609
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$695.4K
20,005
+49%
增持
JBND
J P MORGAN EXCHANGE TRADED F
-$692.7K
303,528
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$687.2K
49,049
+30%
增持
WMT
WALMART INC
+$647.5K
50,858
+4%
增持
V
VISA INC
+$646.2K
15,189
+1%
增持
HACK
AMPLIFY ETF TR
+$638.0K
83,582
+2%
减持
IEFA
ISHARES TR
-$635.4K
74,325
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$605.1K
95,923
+16%
减持
LOW
LOWES COS INC
-$600.2K
23,277
-1%
增持
BALT
INNOVATOR ETFS TRUST
+$579.2K
52,756
+51%
增持
JAAA
JANUS DETROIT STR TR
+$569.0K
37,870
+43%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$568.6K
391,722
-2%
增持
AMGN
AMGEN INC
-$566.8K
10,026
+2%
减持
VUG
VANGUARD INDEX FDS
+$563.4K
23,428
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$557.8K
195,281
-3%
减持
—
EXXON MOBIL CORP
-$547.2K
36,438
-4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$542.0K
213,565
-1%
建仓
TBJL
INNOVATOR ETFS TRUST
+$532.5K
27,211
增持
BAC
BANK AMERICA CORP
+$527.1K
101,941
+2%
清仓
FLNA
CASSAVA SCIENCES INC
-$526.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$522.6K
18,069
+10%
减持
ACWI
ISHARES TR
-$508.5K
11,280
-26%
减持
IJR
ISHARES TR
-$506.7K
67,363
-5%
减持
INTC
INTEL CORP
-$505.0K
28,172
-38%
清仓
GSY
INVESCO ACTIVELY MANAGED EXC
-$500.0K
0
-100%
增持
SPYI
NEOS ETF TRUST
+$497.9K
13,880
+243%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$493.5K
20,731
-34%
减持
FCEF
FIRST TR EXCHNG TRADED FD VI
-$480.5K
440,921
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$470.7K
4,190
-10%
减持
GOOGL
ALPHABET INC
+$466.9K
21,131
-1%
建仓
NLR
VANECK ETF TRUST
+$464.9K
5,716
增持
SPIB
SPDR SER TR
+$462.7K
23,874
+152%
减持
MSFT
MICROSOFT CORP
-$459.9K
36,157
-1%
增持
CSHI
NEOS ETF TRUST
+$459.3K
53,508
+21%
减持
CVS
CVS HEALTH CORP
-$445.7K
14,216
-18%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$441.8K
12,264
-6%
增持
—
CHECK POINT SOFTWARE TECH LT
+$440.3K
4,501
+117%
减持
IEMG
ISHARES INC
-$433.6K
36,077
-11%
减持
DIVO
AMPLIFY ETF TR
-$431.6K
209,146
-3%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$403.3K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$392.3K
29,575
-5%
增持
SYFI
AB ACTIVE ETFS INC
+$391.5K
64,569
+21%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$386.6K
229,564
-7%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$381.7K
1,760
-62%
建仓
BWXT
BWX TECHNOLOGIES INC
+$380.4K
3,415
增持
JSI
JANUS DETROIT STR TR
+$378.7K
14,345
+109%
减持
DGRO
ISHARES TR
-$371.3K
171,122
-1%
减持
IBUY
AMPLIFY ETF TR
-$369.8K
906
-87%
清仓
BALL
BALL CORP
-$368.8K
0
-100%
减持
JUNM
FIRST TR EXCHNG TRADED FD VI
-$365.5K
7,585
-61%
增持
VOO
VANGUARD INDEX FDS
+$349.0K
4,449
+15%
增持
MS
MORGAN STANLEY
+$347.5K
14,472
+2%
清仓
DJAN
FIRST TR EXCHNG TRADED FD VI
-$342.5K
0
-100%
清仓
SDIV
GLOBAL X FDS
-$341.9K
0
-100%
增持
IVW
ISHARES TR
+$339.2K
57,723
+0%
清仓
WYNN
WYNN RESORTS LTD
-$335.6K
0
-100%
减持
QCOM
QUALCOMM INC
-$331.7K
12,133
-6%
减持
HD
HOME DEPOT INC
-$328.2K
11,508
-3%
增持
XLV
SELECT SECTOR SPDR TR
-$323.6K
24,408
+2%
减持
—
CRISPR THERAPEUTICS AG
-$310.3K
22,265
-12%
建仓
JGRW
TRUST FOR PROFESSIONAL MANAG
+$308.2K
11,899
增持
UCON
FIRST TR EXCHNG TRADED FD VI
-$307.7K
647,956
+0%
增持
IMTM
ISHARES TR
+$301.1K
9,415
+644%
建仓
ONEQ
FIDELITY COMWLTH TR
+$300.7K
3,953
增持
MRK
MERCK & CO INC
-$298.3K
25,300
+2%
减持
NFLX
NETFLIX INC
+$296.0K
1,692
-1%
增持
NOBL
PROSHARES TR
-$293.1K
48,564
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$289.6K
261,333
+2%
增持
NUE
NUCOR CORP
-$284.2K
8,494
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$283.3K
11,118
+16%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$282.8K
15,502
-31%
清仓
TER
TERADYNE INC
-$282.3K
0
-100%
增持
KO
COCA COLA CO
-$281.4K
37,397
+3%
增持
NVO
NOVO-NORDISK A S
-$277.6K
9,919
+4%
减持
ESGU
ISHARES TR
-$275.4K
18,049
-12%
清仓
GAPR
FIRST TR EXCHNG TRADED FD VI
-$274.0K
0
-100%
减持
—
UNILEVER PLC
-$273.2K
14,024
-15%
减持
MDLZ
MONDELEZ INTL INC
-$272.8K
16,928
-3%
减持
MUB
ISHARES TR
-$266.8K
7,704
-23%
减持
XYLD
GLOBAL X FDS
-$265.2K
7
-100%
增持
IUSB
ISHARES TR
+$264.5K
8,496
+235%
减持
MELI
MERCADOLIBRE INC
-$261.3K
720
-1%
增持
XSHD
INVESCO EXCH TRADED FD TR II
+$260.8K
22,690
+404%
减持
AOA
ISHARES TR
-$260.0K
27
-99%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$259.0K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$258.9K
1,161
+47%
建仓
SHEN
SHENANDOAH TELECOMMUNICATION
+$252.2K
20,000
减持
SCHW
SCHWAB CHARLES CORP
+$252.2K
31,330
-2%
减持
AOM
ISHARES TR
-$248.0K
2,924
-65%
减持
AOR
ISHARES TR
-$246.4K
154
-96%
减持
QUAL
ISHARES TR
-$245.5K
72,849
-1%
增持
TCAF
T ROWE PRICE ETF INC
+$243.2K
56,307
+15%
建仓
DELL
DELL TECHNOLOGIES INC
+$242.3K
2,102
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$238.8K
113
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$236.7K
11,097
-3%
清仓
HCA
HCA HEALTHCARE INC
-$235.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$235.0K
18,587
+0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$234.9K
26,520
-7%
增持
FDUS
FIDUS INVT CORP
+$233.4K
65,631
+12%
增持
TMSL
T ROWE PRICE ETF INC
+$231.5K
9,078
+382%
增持
TFC
TRUIST FINL CORP
+$231.2K
250,434
+1%
清仓
GSK
GSK PLC
-$230.8K
0
-100%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$230.7K
26,695
-21%
减持
DFAI
DIMENSIONAL ETF TRUST
-$229.3K
84,860
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$225.5K
77,656
+4%
减持
FPE
FIRST TR EXCH TRADED FD III
-$225.4K
132,757
-7%
增持
D
DOMINION ENERGY INC
-$224.8K
57,370
+0%
减持
DCOR
DIMENSIONAL ETF TRUST
-$224.0K
94,625
-5%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$222.7K
61,842
+5%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$221.8K
77,717
+13%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$221.5K
2,005
清仓
XJUL
FIRST TR EXCHNG TRADED FD VI
-$220.1K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$218.4K
117,791
+190%
清仓
CTAS
CINTAS CORP
-$218.2K
0
-100%
清仓
WELL
WELLTOWER INC
-$216.4K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$215.2K
933
