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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 72
减持 60
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$14.0M
2,114
-91%
减持
DGRO
ISHARES TR
-$10.8M
19,714
-89%
减持
SSO
PROSHARES TR
-$10.4M
47,388
-79%
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
AAPL
APPLE INC
-$9.2M
125,718
-17%
减持
BIL
SPDR SERIES TRUST
-$9.0M
609,138
-14%
减持
IVW
ISHARES TR
-$7.2M
3,988
-94%
减持
IJH
ISHARES TR
-$6.8M
14,227
-88%
减持
IEFA
ISHARES TR
-$6.0M
8,996
-88%
增持
SGOV
ISHARES TR
+$5.0M
86,730
+131%
增持
QQQI
NEOS ETF TRUST
+$4.6M
372,472
+44%
增持
XLE
SELECT SECTOR SPDR TR
+$4.0M
80,536
+278%
增持
MINT
PIMCO ETF TR
+$3.8M
93,302
+68%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
294,423
+30%
减持
IJR
ISHARES TR
-$3.5M
64,316
-33%
减持
GOOG
ALPHABET INC
-$3.3M
73,157
-6%
减持
JAAA
JANUS DETROIT STR TR
-$3.3M
92,696
-41%
清仓
JSI
JANUS DETROIT STR TR
-$3.2M
0
-100%
增持
SPYI
NEOS ETF TRUST
+$3.2M
229,643
+49%
减持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$2.9M
2,895
-88%
减持
IEMG
ISHARES INC
-$2.4M
7,123
-84%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
119,301
+9%
减持
AVGO
BROADCOM INC
-$2.4M
44,041
-5%
建仓
BAI
BLACKROCK ETF TRUST
+$2.4M
71,572
减持
—
EXXON MOBIL CORP
+$2.3M
48,293
-1%
减持
ESGU
ISHARES TR
-$2.3M
620
-96%
减持
ESML
ISHARES TR
-$2.3M
4
-100%
增持
NVDA
NVIDIA CORPORATION
-$2.2M
274,131
+2%
减持
IUSG
ISHARES TR
-$2.0M
694
-95%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.9M
48,405
+358%
增持
AMZN
AMAZON COM INC
-$1.8M
112,951
+3%
增持
MSFT
MICROSOFT CORP
-$1.8M
42,274
+17%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
36,730
+4%
增持
CVX
CHEVRON CORPORATION
+$1.6M
25,916
+6%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.6M
260,979
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$1.5M
85,140
+4%
建仓
LRCX
LAM RESEARCH CORP
+$1.5M
7,047
减持
LLY
ELI LILLY & CO
-$1.5M
8,531
-2%
减持
VO
VANGUARD INDEX FDS
-$1.5M
28,378
-15%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.5M
69,010
+56%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
6,859
+21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.4M
19,659
-5%
减持
QQQ
INVESCO QQQ TR
-$1.3M
16,609
-7%
建仓
DHDG
FIRST TR EXCHNG TRADED FD VI
+$1.3M
37,201
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$1.2M
144,511
清仓
APP
APPLOVIN CORP
-$1.2M
0
-100%
减持
COWG
PACER FDS TR
-$1.2M
2,919
-92%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
813,598
+8%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.1M
380,847
+6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.1M
214,238
-7%
减持
BAC
BANK AMERICA CORP
-$1.0M
92,793
-8%
增持
MU
MICRON TECHNOLOGY INC
+$994.7K
4,877
+113%
减持
ABT
ABBOTT LABORATORIES
-$986.2K
27,881
-9%
建仓
RHI
ROBERT HALF INC.
+$966.8K
38,063
增持
GMAR
FIRST TR EXCHNG TRADED FD VI
+$932.5K
23,094
+3021%
增持
VZ
VERIZON COMMUNICATIONS INC
+$926.3K
83,215
+4%
增持
IMTM
ISHARES TR
+$912.3K
72,459
+35%
减持
ABBV
ABBVIE INC
-$889.7K
46,377
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$871.5K
2,465
+73%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$870.5K
23,008
-3%
增持
DIVO
AMPLIFY ETF TR
+$835.5K
248,757
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$834.8K
6,004
+53%
减持
GLD
SPDR GOLD TR
+$833.4K
26,299
-1%
清仓
BOXX
EA SERIES TRUST
-$814.9K
0
-100%
减持
COWZ
PACER FDS TR
-$812.6K
29,347
-33%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$806.8K
271,958
+11%
增持
XLU
SELECT SECTOR SPDR TR
+$802.9K
163,762
+4%
建仓
HIW
HIGHWOODS PPTYS INC
+$766.1K
35,782
建仓
PSTL
POSTAL REALTY TRUST INC
+$763.8K
41,151
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$753.2K
73,426
-23%
增持
CAT
CATERPILLAR INC
+$749.9K
5,484
+0%
增持
PAYX
PAYCHEX INC
+$732.5K
14,226
+176%
减持
JXN
JACKSON FINANCIAL INC
-$713.3K
21,742
-23%
增持
TSLA
TESLA INC
-$700.1K
9,550
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$695.4K
146,496
+6%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$690.4K
13,776
增持
JPM
JPMORGAN CHASE & CO
-$671.6K
27,399
+1%
增持
GOVT
ISHARES TR
+$667.5K
235,512
+15%
减持
WMT
WALMART INC
+$657.4K
53,672
-1%
减持
IHI
ISHARES TR
-$648.8K
64,057
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$633.1K
15,847
+366%
减持
CSCO
CISCO SYS INC
-$626.9K
24,060
-26%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$621.5K
1,075
-63%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$621.4K
248,816
+21%
减持
AMAT
APPLIED MATLS INC
-$616.8K
4,542
-46%
增持
CII
BLACKROCK ENHANCED LARGE CAP
+$598.1K
100,806
+55%
增持
VUG
VANGUARD INDEX FDS
-$596.2K
24,754
+6%
增持
SPMD
SPDR SERIES TRUST
+$573.3K
65,850
+15%
增持
WTV
WISDOMTREE TR
+$572.3K
6,632
+1005%
增持
XLP
SELECT SECTOR SPDR TR
+$560.6K
73,930
+4%
减持
BP
BP PLC
+$560.0K
53,635
-5%
增持
MO
ALTRIA GROUP INC
+$555.3K
50,891
+5%
增持
NEM
NEWMONT CORP
+$554.4K
8,724
+123%
增持
BIT
BLACKROCK MULTI SECTOR INC T
+$550.4K
160,663
+44%
增持
PYPL
PAYPAL HLDGS INC
-$536.8K
45,119
+2%
减持
FLOT
ISHARES TR
-$531.6K
2,938
-78%
增持
PCMM
BONDBLOXX ETF TRUST
+$523.4K
32,154
+52%
减持
GE
GE AEROSPACE
-$517.5K
7,960
-12%
减持
PFE
PFIZER INC
+$507.4K
201,622
-3%
减持
CSHI
NEOS ETF TRUST
-$505.1K
124,933
-8%
建仓
HPQ
HP INC
+$502.7K
26,167
减持
NLR
VANECK ETF TRUST
-$489.9K
13,294
-27%
减持
GEV
GE VERNOVA INC
+$489.6K
2,468
-3%
增持
FTBI
FIRST TR EXCHANGE TRADED FD
+$489.5K
32,893
+257%
增持
MRK
MERCK & CO INC
+$486.9K
28,524
+2%
减持
DG
DOLLAR GEN CORP
-$485.3K
7,146
-29%
建仓
PLD
PROLOGIS INC.
+$479.0K
3,624
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$477.5K
13,741
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$470.4K
37,326
+6%
增持
SO
SOUTHERN CO
+$469.5K
24,250
+13%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$464.7K
56,060
+8%
建仓
—
TOTALENERGIES SE
+$464.0K
5,100
减持
ADBE
ADOBE INC
-$457.6K
3,010
-11%
减持
MMM
3M CO
-$456.8K
6,832
-25%
减持
LOW
LOWES COS INC
-$455.7K
22,057
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$452.1K
22,510
+42%
增持
IGV
ISHARES TR
+$450.1K
5,900
+2710%
减持
DCOR
DIMENSIONAL ETF TRUST
-$444.8K
76,708
-5%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$442.0K
228,397
+2%
增持
TCAF
T ROWE PRICE ETF INC
+$441.0K
124,856
+19%
增持
TBIL
RBB FD INC
+$438.6K
16,303
+117%
增持
HYTI
FIRST TR EXCHANGE-TRADED FD
+$433.0K
66,132
+56%
增持
AMD
ADVANCED MICRO DEVICES INC
+$423.5K
27,572
+14%
减持
TFC
TRUIST FINL CORP
-$418.0K
93,216
-2%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$406.7K
7,683
+70%
增持
KMB
KIMBERLY-CLARK CORP
+$404.2K
10,411
+75%
减持
ORCL
ORACLE CORP
-$396.9K
7,030
-4%
增持
XLF
SELECT SECTOR SPDR TR
+$393.3K
27,767
+56%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$392.4K
65,302
-14%
增持
VPU
VANGUARD WORLD FD
+$389.9K
18,536
+4%
增持
FLRT
PACER FDS TR
+$385.3K
13,167
+177%
减持
ENB
ENBRIDGE INC
+$383.6K
64,696
-1%
增持
QCOM
QUALCOMM INC
-$383.2K
10,993
+5%
减持
—
ACCENTURE PLC IRELAND
-$382.2K
4,233
-7%
清仓
AXON
AXON ENTERPRISE INC
-$379.9K
0
-100%
减持
—
LYONDELLBASELL INDUSTRIES NV
+$378.8K
10,302
-1%
建仓
—
ASTRAZENECA PLC
+$378.1K
1,917
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$367.5K
141,120
-16%
增持
GOOGL
ALPHABET INC
-$366.8K
22,832
+3%
减持
MA
MASTERCARD INCORPORATED
-$364.8K
3,752
-4%
建仓
LEU
CENTRUS ENERGY CORP
+$364.2K
2,098
减持
MET
METLIFE INC
-$362.6K
10,512
-25%
增持
T
AT&T INC
+$359.0K
74,728
+3%
增持
LTTI
FIRST TR EXCHANGE-TRADED FD
+$348.6K
68,865
+40%
增持
AIPO
TIDAL TRUST II
+$343.8K
31,520
+57%
清仓
—
ASTRAZENECA PLC
-$342.2K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$339.6K
10,168
+32%
减持
COST
COSTCO WHOLESALE CORPORATION
+$338.4K
2,792
-1%
增持
LQDH
ISHARES U S ETF TR
+$336.0K
114,352
+4%
增持
FNGS
BANK MONTREAL MEDIUM
-$334.5K
74,890
+6%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$328.1K
17,793
+253%
