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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 101
减持 18
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
TFC
TRUIST FINL CORP
-$6.8M
99,538
-60%
增持
IWM
ISHARES TR
+$4.2M
33,503
+201%
增持
ABBV
ABBVIE INC
+$3.6M
49,628
+30%
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。
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$3.3M
168,958
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.3M
163,663
+41%
增持
AAPL
APPLE INC
-$3.2M
145,763
+3%
增持
CSHI
NEOS ETF TRUST
+$2.5M
105,079
+96%
增持
ABT
ABBOTT LABS
+$2.5M
31,646
+114%
增持
GLD
SPDR GOLD TR
+$2.5M
31,632
+15%
增持
QQQI
NEOS ETF TRUST
+$2.5M
75,503
+257%
增持
GOOG
ALPHABET INC
-$2.4M
77,915
+2%
清仓
—
LEUTHOLD FDS INC
-$2.4M
0
-100%
清仓
—
PROSHARES TR
-$2.4M
0
-100%
建仓
PTLC
PACER FDS TR
+$2.3M
44,332
增持
AVGO
BROADCOM INC
-$2.3M
45,209
+7%
增持
AMZN
AMAZON COM INC
-$2.0M
98,695
+4%
建仓
LCR
MANAGED PORTFOLIO SERIES
+$1.9M
55,349
增持
NVDA
NVIDIA CORPORATION
-$1.8M
269,599
+17%
增持
BALT
INNOVATOR ETFS TRUST
+$1.8M
109,277
+107%
增持
—
EXXON MOBIL CORP
+$1.8M
47,833
+31%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.7M
222,375
+4%
增持
IUSB
ISHARES TR
+$1.6M
42,642
+402%
减持
XLK
SELECT SECTOR SPDR TR
-$1.6M
9,446
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
12,393
+12%
建仓
CII
BLACKROCK ENHANCED LARGE CAP
+$1.5M
81,993
增持
QDPL
PACER FDS TR
+$1.5M
43,187
+2130%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
122,441
+28%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.5M
137,672
+86%
减持
QQQ
INVESCO QQQ TR
-$1.4M
16,821
-8%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
99,503
+7%
增持
SPYI
NEOS ETF TRUST
+$1.4M
43,849
+216%
增持
DUK
DUKE ENERGY CORP NEW
+$1.3M
79,401
+2%
增持
MSFT
MICROSOFT CORP
-$1.3M
37,129
+3%
增持
GOVT
ISHARES TR
+$1.3M
153,557
+57%
增持
JAAA
JANUS DETROIT STR TR
+$1.3M
62,895
+66%
增持
COWZ
PACER FDS TR
+$1.2M
44,082
+108%
增持
SPYM
SPDR SER TR
+$1.2M
49,245
+65%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.2M
33,696
+68%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
412,543
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
24,550
+100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
93,027
+9%
建仓
COWG
PACER FDS TR
+$1.1M
37,103
减持
KJAN
INNOVATOR ETFS TRUST
-$1.1M
70
-100%
建仓
SGOV
ISHARES TR
+$1.1M
10,527
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
20,444
+12%
增持
KJUL
INNOVATOR ETFS TRUST
+$1.0M
39,289
+1713%
建仓
EFT
EATON VANCE FLTING RATE INC
+$999.9K
79,677
增持
USMC
PRINCIPAL EXCHANGE TRADED FD
+$970.1K
23,695
+279%
增持
BP
BP PLC
+$961.4K
47,414
+119%
增持
PM
PHILIP MORRIS INTL INC
+$953.6K
20,853
+7%
增持
PY
PRINCIPAL EXCHANGE TRADED FD
+$931.4K
25,076
+315%
建仓
DG
DOLLAR GEN CORP NEW
+$931.0K
10,588
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$912.8K
19,013
建仓
PIEQ
PRINCIPAL EXCHANGE TRADED FD
+$907.9K
34,478
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$889.0K
70,576
+44%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$869.6K
312,574
+3%
增持
PG
PROCTER AND GAMBLE CO
+$869.3K
37,709
+14%
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$858.1K
35,313
+409%
增持
IWMI
NEOS ETF TRUST
+$852.8K
21,780
+989%
增持
V
VISA INC
+$847.4K
16,115
+6%
增持
CVX
CHEVRON CORP NEW
+$833.3K
23,316
+10%
增持
JSI
JANUS DETROIT STR TR
+$828.6K
30,025
+109%
建仓
MGK
VANGUARD WORLD FD
+$822.9K
2,664
建仓
CTAS
CINTAS CORP
+$812.3K
3,952
增持
TSLA
TESLA INC
-$763.3K
8,416
+15%
增持
GE
GE AEROSPACE
+$754.4K
9,147
+42%
增持
ONEQ
FIDELITY COMWLTH TR
+$741.9K
15,317
+287%
增持
JNJ
JOHNSON & JOHNSON
+$736.7K
31,394
+2%
增持
LLY
ELI LILLY & CO
+$727.1K
8,084
+5%
增持
SSO
PROSHARES TR
+$679.3K
19,138
+96%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$678.1K
43,550
增持
IEFA
ISHARES TR
+$675.2K
77,975
+5%
增持
AMGN
AMGEN INC
+$662.8K
10,515
+5%
建仓
CI
THE CIGNA GROUP
+$661.3K
2,010
增持
NOC
NORTHROP GRUMMAN CORP
+$653.4K
2,464
+90%
增持
FNGS
BANK MONTREAL MEDIUM
-$647.3K
91,330
+1%
增持
SCHV
SCHWAB STRATEGIC TR
+$632.2K
35,025
+206%
增持
COP
CONOCOPHILLIPS
+$624.2K
11,516
+95%
建仓
MGV
VANGUARD WORLD FD
+$615.9K
4,780
增持
SCHE
SCHWAB STRATEGIC TR
+$609.7K
37,765
+133%
增持
COST
COSTCO WHSL CORP NEW
+$601.5K
3,118
+22%
增持
YLD
PRINCIPAL EXCHANGE TRADED FD
+$589.7K
39,250
+377%
增持
GOOGL
ALPHABET INC
-$573.8K
22,157
+5%
减持
IBB
ISHARES TR
-$572.7K
22
-99%
增持
VZ
VERIZON COMMUNICATIONS INC
+$564.6K
72,884
+6%
增持
IMTM
ISHARES TR
+$562.0K
22,887
+143%
减持
DCOR
DIMENSIONAL ETF TRUST
-$561.3K
89,840
-5%
建仓
SCI
SERVICE CORP INTL
+$548.6K
6,840
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$543.6K
28,911
+44%
增持
VUG
VANGUARD INDEX FDS
-$540.1K
24,475
+4%
减持
MUB
ISHARES TR
-$531.4K
2,745
-64%
增持
DFAU
DIMENSIONAL ETF TRUST
+$524.5K
156,452
+15%
增持
MBB
ISHARES TR
+$517.0K
6,882
+391%
建仓
DKNG
DRAFTKINGS INC NEW
+$514.8K
15,501
增持
DUHP
DIMENSIONAL ETF TRUST
+$514.4K
96,981
+21%
建仓
FLHY
FRANKLIN TEMPLETON ETF TR
+$497.1K
20,859
增持
EFV
ISHARES TR
+$492.4K
9,924
+463%
增持
HON
HONEYWELL INTL INC
+$491.7K
9,852
+40%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$484.9K
58,303
+79%
增持
KO
COCA COLA CO
+$482.1K
39,241
+5%
增持
IEF
ISHARES TR
+$480.4K
17,893
+35%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$477.6K
664,635
+3%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$475.2K
377
-95%
减持
BIL
SPDR SER TR
-$467.4K
707,176
-1%
增持
PSC
PRINCIPAL EXCHANGE TRADED FD
+$461.9K
11,560
+496%
增持
CVS
CVS HEALTH CORP
+$448.0K
16,031
+13%
建仓
APP
APPLOVIN CORP
+$447.0K
1,687
增持
LOW
LOWES COS INC
+$440.6K
26,520
+14%
建仓
PNC
PNC FINL SVCS GROUP INC
+$436.8K
2,485
增持
DFAI
DIMENSIONAL ETF TRUST
+$429.5K
93,098
+10%
增持
O
REALTY INCOME CORP
+$423.2K
46,395
+9%
增持
DFUV
DIMENSIONAL ETF TRUST
+$415.3K
20,951
+91%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$410.1K
38,707
-14%
增持
PYPL
PAYPAL HLDGS INC
-$406.4K
42,608
+14%
增持
XLP
SELECT SECTOR SPDR TR
+$405.7K
64,893
+4%
增持
MEAR
ISHARES U S ETF TR
+$403.3K
10,005
+403%
清仓
SNOW
SNOWFLAKE INC
-$396.2K
0
-100%
建仓
—
EASTERLY GOVT PPTYS INC
+$393.9K
37,157
增持
PEP
PEPSICO INC
+$388.3K
12,031
+29%
增持
MO
ALTRIA GROUP INC
+$385.0K
45,973
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$383.0K
200,110
+2%
建仓
COF
CAPITAL ONE FINL CORP
+$377.8K
2,107
减持
F
FORD MTR CO
-$375.3K
12,592
-75%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
-$371.8K
27,265
+3%
建仓
PALC
PACER FDS TR
+$369.0K
7,695
减持
SMLV
SPDR SER TR
-$361.0K
67
-98%
减持
HERD
PACER FDS TR
-$357.5K
59,787
-13%
增持
IJH
ISHARES TR
-$353.6K
117,543
+2%
减持
IUSG
ISHARES TR
-$351.3K
26,401
-1%
增持
QUAL
ISHARES TR
+$351.2K
77,969
+7%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$349.2K
2,024
减持
XLY
SELECT SECTOR SPDR TR
-$346.6K
351
-81%
建仓
FISV
FISERV INC
+$346.5K
1,569
增持
DOW
DOW INC
+$345.9K
28,982
+75%
建仓
EPI
WISDOMTREE TR
+$345.3K
7,900
增持
VPU
VANGUARD WORLD FD
+$342.2K
15,324
+10%
建仓
SLB
SCHLUMBERGER LTD
+$332.8K
7,961
减持
PRU
PRUDENTIAL FINL INC
-$329.0K
2,838
-48%
减持
T
AT&T INC
+$327.1K
72,656
-4%
减持
FLOT
ISHARES TR
-$321.2K
18,533
-26%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$320.7K
3,740
+289%
增持
USIG
ISHARES TR
+$320.1K
7,178
+675%
增持
IJR
ISHARES TR
-$319.2K
71,171
+6%
增持
PSET
PRINCIPAL EXCHANGE TRADED FD
+$315.9K
6,524
+307%
增持
DOGG
FIRST TR EXCHANGE-TRADED FD
+$315.3K
45,899
+36%
增持
VBR
VANGUARD INDEX FDS
+$312.4K
2,412
+249%
增持
VO
VANGUARD INDEX FDS
+$309.4K
31,401
+6%
建仓
BDX
BECTON DICKINSON & CO
+$305.1K
1,332
增持
D
DOMINION ENERGY INC
+$303.8K
60,526
+6%
增持
IHI
ISHARES TR
+$300.9K
10,507
+85%
