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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 97
减持 37
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SSO
PROSHARES TR
+$15.2M
171,543
+796%
减持
NVDA
NVIDIA CORPORATION
+$13.1M
267,812
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$8.2M
26,179
-84%
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。
减持
BIL
SPDR SERIES TRUST
-$6.5M
636,619
-10%
增持
AVGO
BROADCOM INC
+$4.9M
45,312
+0%
减持
SPMD
SPDR SERIES TRUST
-$4.6M
46,569
-67%
增持
AMZN
AMAZON COM INC
+$3.6M
101,937
+3%
减持
QUAL
ISHARES TR
-$3.4M
54,303
-30%
减持
MSFT
MICROSOFT CORP
+$3.2M
34,359
-7%
增持
META
META PLATFORMS INC
+$3.0M
14,395
+9%
减持
SPHB
INVESCO EXCH TRADED FD TR II
-$2.6M
22
-100%
增持
QQQI
NEOS ETF TRUST
+$2.5M
116,864
+55%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.1M
30,541
+24%
增持
GOOG
ALPHABET INC
+$1.9M
79,576
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
26,726
+13%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
24,976
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
154,690
+26%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
227,736
+21%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.7M
18,091
+278%
减持
HERD
PACER FDS TR
-$1.6M
15,703
-74%
增持
AAPL
APPLE INC
-$1.6M
150,048
+3%
增持
SPYI
NEOS ETF TRUST
+$1.5M
71,825
+64%
增持
QQQ
INVESCO QQQ TR
+$1.5M
16,940
+1%
增持
IVV
ISHARES TR
+$1.4M
22,094
+1%
减持
FNGS
BANK MONTREAL MEDIUM
+$1.4M
91,062
-0%
减持
ABBV
ABBVIE INC
-$1.3M
48,851
-2%
增持
IVW
ISHARES TR
+$1.3M
62,833
+4%
增持
VO
VANGUARD INDEX FDS
+$1.3M
33,628
+7%
增持
BALT
INNOVATOR ETFS TRUST
+$1.3M
146,414
+34%
清仓
CCI
CROWN CASTLE INC
-$1.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
13,524
+7%
减持
HACK
AMPLIFY ETF TR
+$1.2M
84,647
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
2,966
+75%
增持
GOOGL
ALPHABET INC
+$1.2M
26,096
+18%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
24,410
+8%
增持
TCAF
T ROWE PRICE ETF INC
+$1.1M
89,271
+41%
增持
TSLA
TESLA INC
+$1.1M
10,340
+23%
增持
PEP
PEPSICO INC
+$1.1M
21,900
+82%
增持
DFAU
DIMENSIONAL ETF TRUST
+$945.6K
164,298
+5%
建仓
PTBD
PACER FDS TR
+$909.2K
46,034
增持
UPS
UNITED PARCEL SERVICE INC
+$898.3K
45,616
+35%
建仓
PTEU
PACER FDS TR
+$866.3K
30,139
增持
ONEQ
FIDELITY COMWLTH TR
+$858.6K
23,734
+55%
减持
LCR
MANAGED PORTFOLIO SERIES
-$843.3K
29,119
-47%
增持
SPYM
SPDR SERIES TRUST
+$772.8K
55,181
+12%
增持
SGOV
ISHARES TR
+$755.1K
18,024
+71%
增持
AVUS
AMERICAN CENTY ETF TR
+$738.3K
16,229
+67%
减持
GLD
SPDR GOLD TR
-$736.5K
27,484
-13%
增持
XLK
SELECT SECTOR SPDR TR
+$726.9K
10,573
+12%
增持
PSC
PRINCIPAL EXCHANGE TRADED FD
+$716.8K
23,990
+108%
增持
VTV
VANGUARD INDEX FDS
+$715.8K
101,301
+2%
增持
NFLX
NETFLIX INC
+$711.6K
1,679
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$697.5K
425,899
+3%
增持
IJH
ISHARES TR
+$688.8K
121,694
+4%
增持
VTI
VANGUARD INDEX FDS
+$687.2K
22,261
+1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$679.7K
25,282
-35%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$676.6K
19,540
-4%
增持
DGRO
ISHARES TR
+$647.0K
178,849
+2%
增持
CSHI
NEOS ETF TRUST
+$645.4K
117,845
+12%
增持
BAC
BANK AMERICA CORP
+$625.6K
104,715
+1%
增持
—
EATON CORP PLC
+$620.5K
5,895
+8%
增持
MAR
MARRIOTT INTL INC NEW
+$619.5K
4,308
+84%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$615.2K
78,486
+11%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$612.8K
7,917
减持
IUSG
ISHARES TR
+$592.4K
26,246
-1%
增持
PIEQ
PRINCIPAL EXCHANGE TRADED FD
+$590.0K
51,323
+49%
减持
AGG
ISHARES TR
-$569.2K
4,975
-54%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$569.0K
83,750
+92%
减持
—
EXXON MOBIL CORP
-$545.8K
47,708
-0%
增持
MOAT
VANECK ETF TRUST
+$543.2K
47,978
+7%
增持
TQQQ
PROSHARES TR
+$543.1K
10,290
+90%
增持
TDVG
T ROWE PRICE ETF INC
+$540.5K
21,002
+143%
增持
SHY
ISHARES TR
+$537.7K
14,398
+82%
增持
DIVO
AMPLIFY ETF TR
+$535.9K
218,306
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$535.2K
3,473
-1%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$527.6K
9,119
增持
DUHP
DIMENSIONAL ETF TRUST
+$522.0K
105,061
+8%
减持
XLV
SELECT SECTOR SPDR TR
-$521.3K
22,025
-8%
增持
COST
COSTCO WHSL CORP NEW
+$519.0K
3,504
+12%
增持
CVX
CHEVRON CORP NEW
-$510.4K
23,676
+2%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$506.1K
27,075
-1%
增持
XAR
SPDR SERIES TRUST
+$504.8K
5,227
+41%
减持
WMT
WALMART INC
+$494.2K
51,968
-1%
增持
PYPL
PAYPAL HLDGS INC
+$488.9K
43,987
+3%
增持
JAAA
JANUS DETROIT STR TR
+$487.9K
72,460
+15%
增持
IMTM
ISHARES TR
+$482.2K
30,561
+34%
减持
PM
PHILIP MORRIS INTL INC
+$477.3K
20,795
-0%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$461.3K
1,441
增持
ORCL
ORACLE CORP
+$460.4K
5,551
+3%
增持
PY
PRINCIPAL EXCHANGE TRADED FD
+$459.6K
34,106
+36%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$458.1K
30,160
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$452.9K
91,163
-2%
减持
GEV
GE VERNOVA INC
+$449.9K
2,041
-1%
增持
GOVT
ISHARES TR
+$445.9K
172,992
+13%
增持
MTUM
ISHARES TR
+$444.1K
10,949
+1%
增持
CAT
CATERPILLAR INC
+$443.2K
5,716
+6%
增持
BOXX
EA SERIES TRUST
+$439.8K
6,030
+180%
增持
CII
BLACKROCK ENHANCED LARGE CAP
+$435.6K
91,337
+11%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$430.7K
222,262
-0%
增持
MS
MORGAN STANLEY
+$414.4K
15,089
+3%
增持
PFF
ISHARES TR
+$410.9K
16,683
+408%
减持
DCOR
DIMENSIONAL ETF TRUST
+$407.8K
88,522
-1%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$403.9K
10,936
增持
COF
CAPITAL ONE FINL CORP
+$403.4K
3,672
+74%
减持
RY
ROYAL BK CDA
+$400.4K
21,421
-0%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$397.6K
200,879
-8%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$393.9K
148,096
+8%
清仓
—
EASTERLY GOVT PPTYS INC
-$393.9K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$391.3K
561
+2%
减持
SCHW
SCHWAB CHARLES CORP
+$385.5K
30,609
-0%
减持
GE
GE AEROSPACE
+$383.8K
8,604
-6%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$381.7K
62,100
+0%
增持
IEMG
ISHARES INC
+$379.7K
41,082
+6%
减持
SYFI
AB ACTIVE ETFS INC
-$372.0K
58,565
-16%
建仓
RKLB
ROCKET LAB CORP
+$365.6K
10,220
增持
VOO
VANGUARD INDEX FDS
+$362.7K
4,740
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$362.4K
94,586
+2%
减持
INTF
ISHARES TR
-$354.2K
8,160
-60%
增持
JNJ
JOHNSON & JOHNSON
-$350.1K
31,792
+1%
建仓
DECK
DECKERS OUTDOOR CORP
+$348.8K
3,384
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$347.3K
439,056
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$346.7K
79,134
-0%
清仓
FISV
FISERV INC
-$346.5K
0
-100%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$343.8K
15,487
增持
AMAT
APPLIED MATLS INC
+$342.1K
8,114
+3%
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$337.3K
37,648
+7%
增持
NLR
VANECK ETF TRUST
+$333.6K
7,051
+15%
建仓
DLTR
DOLLAR TREE INC
+$331.8K
3,350
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$329.7K
104,531
+11%
增持
MA
MASTERCARD INCORPORATED
+$323.9K
3,644
+16%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$318.9K
16,246
+63%
减持
IEFA
ISHARES TR
+$314.3K
74,426
-5%
增持
AMGN
AMGEN INC
-$314.0K
10,608
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$310.0K
962
-74%
增持
PDEC
INNOVATOR ETFS TRUST
+$307.9K
8,178
+1494%
清仓
BDX
BECTON DICKINSON & CO
-$305.1K
0
-100%
增持
V
VISA INC
+$304.8K
16,765
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$301.1K
33,406
+4%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$298.8K
22,956
+21%
增持
MRK
MERCK & CO INC
-$297.0K
28,690
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$296.0K
111,646
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$293.5K
37,585
+38%
增持
PTMC
PACER FDS TR
+$292.5K
8,398
+69883%
建仓
—
ROYAL CARIBBEAN GROUP
+$292.2K
933
增持
DG
DOLLAR GEN CORP NEW
+$288.7K
10,664
+1%
增持
VPU
VANGUARD WORLD FD
+$282.8K
16,432
+7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$282.6K
204,612
+2%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD
+$279.5K
25,973
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$278.4K
4,326
+2%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$277.2K
0
-100%
