小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 81
减持 32
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SERIES TRUST
+$64.9M
709,767
建仓
CSHI
NEOS ETF TRUST
+$6.7M
135,215
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.6M
70,925
+68%
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
SSO
PROSHARES TR
-$5.3M
222,712
+37%
减持
HACK
AMPLIFY ETF TR
-$5.0M
14,004
-80%
减持
GOOG
ALPHABET INC
+$5.0M
77,510
-2%
增持
QQQI
NEOS ETF TRUST
+$4.8M
258,407
+54%
增持
XLU
SELECT SECTOR SPDR TR
+$4.7M
157,230
+574%
建仓
HEFA
ISHARES TR
+$4.2M
101,859
建仓
SGOV
ISHARES TR
+$3.8M
37,535
增持
MINT
PIMCO ETF TR
+$3.5M
55,486
+166%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$3.4M
223,443
增持
AAPL
APPLE INC
+$3.3M
151,373
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.2M
225,716
+33%
增持
SPYI
NEOS ETF TRUST
+$2.9M
154,527
+54%
减持
LLY
ELI LILLY & CO
+$2.6M
8,694
-1%
增持
IWM
ISHARES TR
+$2.2M
37,151
+29%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.9M
4,461
-76%
减持
IUSG
ISHARES TR
-$1.8M
12,829
-47%
增持
AMZN
AMAZON COM INC
+$1.6M
109,850
+2%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$1.6M
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.6M
44,368
+108%
清仓
LEU
CENTRUS ENERGY CORP
-$1.5M
0
-100%
减持
GOOGL
ALPHABET INC
+$1.4M
22,148
-2%
清仓
ALAB
ASTERA LABS INC
-$1.3M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
24,213
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
53,267
+87%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
109,879
+4%
增持
QQQ
INVESCO QQQ TR
+$1.2M
17,796
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
34,330
+111%
减持
GLD
SPDR GOLD TR
+$1.0M
26,451
-0%
增持
SUB
ISHARES TR
+$1.0M
10,092
+1350%
清仓
CI
THE CIGNA GROUP
-$935.7K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$920.8K
42,309
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$899.3K
421,584
-4%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$847.5K
357,905
+5%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$841.2K
24,107
+192%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$837.7K
16,589
+11%
增持
JAAA
JANUS DETROIT STR TR
+$835.2K
156,812
+12%
增持
JNJ
JOHNSON & JOHNSON
+$808.5K
35,155
+1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$781.5K
755,223
+4%
清仓
—
UNILEVER PLC
-$751.4K
0
-100%
增持
QDPL
PACER FDS TR
+$728.6K
65,787
+33%
建仓
CAG
CONAGRA BRANDS INC
+$727.8K
42,046
增持
ROBT
FIRST TR EXCHANGE TRADED FD
+$697.3K
29,493
+87%
增持
SCHD
SCHWAB STRATEGIC TR
+$688.2K
138,503
+22%
增持
AXP
AMERICAN EXPRESS CO
+$677.1K
2,976
+133%
增持
DGRW
WISDOMTREE TR
+$670.1K
66,279
+12%
增持
MSFT
MICROSOFT CORP
-$656.2K
36,010
+3%
增持
HD
HOME DEPOT INC
-$656.1K
12,123
+2%
增持
JSI
JANUS DETROIT STR TR
+$642.5K
61,895
+25%
增持
DIVO
AMPLIFY ETF TR
+$640.7K
231,938
+7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$639.7K
38,570
+57%
减持
COP
CONOCOPHILLIPS
-$631.9K
7,020
-48%
增持
XLV
SELECT SECTOR SPDR TR
+$628.9K
23,084
+9%
增持
PIEQ
PRINCIPAL EXCHANGE TRADED FD
+$597.2K
80,432
+24%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$596.2K
209,600
-4%
增持
META
META PLATFORMS INC
-$587.1K
15,243
+5%
增持
WMT
WALMART INC
+$578.5K
53,971
+2%
增持
ORCL
ORACLE CORP
-$572.5K
7,342
+3%
减持
MRK
MERCK & CO INC
+$559.4K
27,972
-2%
增持
TCAF
T ROWE PRICE ETF INC
+$550.5K
104,727
+14%
增持
CLX
CLOROX CO DEL
+$545.5K
9,640
+179%
增持
IMTM
ISHARES TR
+$539.9K
53,517
+26%
减持
DFAI
DIMENSIONAL ETF TRUST
-$538.4K
74,766
-20%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$537.1K
47,393
-18%
清仓
TNA
DIREXION SHS ETF TR
-$526.3K
0
-100%
建仓
BGLD
FIRST TR EXCHANGE-TRADED FD
+$523.0K
30,564
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$519.9K
244,519
+4%
增持
VOO
VANGUARD INDEX FDS
+$513.6K
6,311
+12%
建仓
LKQ
LKQ CORP
+$509.6K
16,875
建仓
SPBU
AIM ETF PRODUCTS TRUST
+$503.9K
17,899
减持
MDLZ
MONDELEZ INTL INC
-$502.9K
10,462
-39%
增持
AMGN
AMGEN INC
+$500.6K
10,363
+1%
增持
TFC
TRUIST FINL CORP
+$499.4K
95,573
+4%
增持
IJR
ISHARES TR
+$496.9K
95,471
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$492.2K
20,657
+4%
减持
CAT
CATERPILLAR INC
+$489.5K
5,473
-1%
减持
RY
ROYAL BK CDA
+$486.6K
21,352
-0%
增持
BIT
BLACKROCK MULTI SECTOR INC T
+$461.0K
111,879
+50%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$450.8K
27,000
清仓
AJG
GALLAGHER ARTHUR J & CO
-$450.1K
0
-100%
增持
SPIB
SPDR SERIES TRUST
+$446.8K
38,793
+52%
建仓
AIPO
TIDAL TRUST II
+$442.9K
20,022
建仓
UL
UNILEVER PLC
+$440.6K
6,737
减持
AMAT
APPLIED MATLS INC
+$440.3K
8,440
-0%
增持
IVV
ISHARES TR
+$437.2K
22,453
+1%
建仓
FDV
FEDERATED HERMES ETF TRUST
+$432.2K
15,105
增持
DIHP
DIMENSIONAL ETF TRUST
+$431.7K
27,548
+90%
增持
—
EXXON MOBIL CORP
+$430.3K
48,758
+1%
减持
—
CRISPR THERAPEUTICS AG
-$425.8K
11,948
-26%
建仓
USB
US BANCORP DEL
+$424.2K
7,951
建仓
DDFN
INNOVATOR ETFS TRUST
+$422.8K
22,056
清仓
—
DUPONT DE NEMOURS INC
-$409.2K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$405.2K
231,483
-3%
增持
IUSB
ISHARES TR
+$400.2K
41,526
+27%
增持
VB
VANGUARD INDEX FDS
+$390.8K
3,566
+71%
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$390.6K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$386.8K
44,152
-0%
增持
BALT
INNOVATOR ETFS TRUST
+$379.1K
173,188
+5%
增持
HYTI
FIRST TR EXCHANGE-TRADED FD
+$377.6K
42,491
+83%
建仓
TBIL
RBB FD INC
+$374.2K
7,503
减持
NVDA
NVIDIA CORPORATION
-$370.7K
268,121
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$361.4K
10,578
+215%
增持
QUAL
ISHARES TR
+$355.9K
54,425
+1%
建仓
BN
BROOKFIELD CORP
+$353.5K
7,704
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$351.1K
13,780
增持
GOVT
ISHARES TR
+$350.9K
205,347
+8%
增持
NFLX
NETFLIX INC
-$349.5K
21,233
+988%
增持
LQTI
FIRST TR EXCHANGE-TRADED FD
+$344.0K
41,930
+71%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$339.7K
244,496
+5%
清仓
—
KELLANOVA
-$338.1K
0
-100%
减持
—
EATON CORP PLC
-$334.6K
5,935
-0%
增持
PCMM
BONDBLOXX ETF TRUST
+$334.4K
21,102
+48%
增持
VUG
VANGUARD INDEX FDS
+$332.1K
23,385
+1%
建仓
SEPZ
ELEVATION SERIES TRUST
+$331.4K
7,842
增持
FCEF
FIRST TR EXCHNG TRADED FD VI
+$326.3K
457,362
+3%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$325.8K
16,978
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$324.2K
19,031
+137%
增持
TDVG
T ROWE PRICE ETF INC
+$321.6K
41,900
+18%
增持
GEV
GE VERNOVA INC
+$318.0K
2,547
+16%
增持
LTTI
FIRST TR EXCHANGE-TRADED FD
+$316.2K
49,029
+54%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$311.6K
8,438
+57%
减持
ALB
ALBEMARLE CORP
+$301.2K
5,710
-9%
减持
IEI
ISHARES TR
-$297.4K
21,015
-10%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$297.0K
21,026
+64%
增持
YLD
PRINCIPAL EXCHANGE TRADED FD
+$294.6K
58,968
+39%
建仓
ULTA
ULTA BEAUTY INC
+$294.0K
486
增持
SPYM
SPDR SERIES TRUST
+$289.5K
52,136
+5%
增持
ADBE
ADOBE INC
+$289.4K
3,398
+33%
减持
COST
COSTCO WHSL CORP NEW
-$289.4K
2,834
-4%
建仓
—
JBS N.V.
+$288.7K
20,018
建仓
AA
ALCOA CORP
+$284.5K
5,353
减持
ABT
ABBOTT LABS
-$284.4K
30,719
-0%
减持
CVS
CVS HEALTH CORP
-$283.6K
13,502
-25%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$282.1K
25,298
+98%
建仓
PHK
PIMCO HIGH INCOME FD
+$280.9K
57,800
增持
DFIS
DIMENSIONAL ETF TRUST
+$279.7K
17,619
+85%
增持
XLP
SELECT SECTOR SPDR TR
+$277.0K
70,806
+6%
减持
CSCO
CISCO SYS INC
+$275.8K
32,374
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$272.5K
27,097
+1%
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$271.7K
7,659
减持
LOW
LOWES COS INC
-$271.6K
23,501
-1%
建仓
SHV
ISHARES TR
+$267.3K
2,426
增持
MO
ALTRIA GROUP INC
-$267.0K
48,613
+5%
增持
RKLB
ROCKET LAB CORP
+$262.8K
10,932
+5%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$261.2K
168,535
-7%
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$259.6K
9,155
减持
BAC
BANK AMERICA CORP
+$258.3K
101,217
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$253.4K
35,240
+3%
