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Capital Investment Advisory Services, LLC · 13F 持仓分析
期权收益计算器 机构排行

Capital Investment Advisory Services, LLC

No.2038 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.20亿
环比变动 Q1 2026
+$2.49亿+18.2%
持仓股票数
1301
新买入
138
加仓
510
减仓
351
清仓
43
持股不变
302
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
3.43%3.49%$5,563.7万27.8万股$4,780.9万27.4万股+3,928股+1.43%加仓
SSPDR道富系列信托BIL
3.11%4.07%$5,046.9万55.1万股$5,582.1万60.9万股-5.8万股-9.59%减仓
苹果AAPL
2.31%2.33%$3,736.8万12.9万股$3,190.6万12.6万股+3,421股+2.72%加仓
亚马逊AMZN
1.69%1.72%$2,739.6万11.5万股$2,352.4万11.3万股+1,995股+1.77%加仓
V先锋领航指数基金VTV
1.61%1.71%$2,614.0万12.0万股$2,340.7万11.9万股+646股+0.54%加仓
AAlphabet Inc Class CGOOG
1.6%1.53%$2,596.2万7.3万股$2,098.6万7.3万股+321股+0.44%加仓
NNEOS ETF TRUSTQQQI
1.45%1.35%$2,349.4万41.4万股$1,850.8万37.2万股+4.1万股+11.07%加仓
V先锋领航指数基金VUG
1.35%0.79%$2,180.9万25.3万股$1,081.2万2.5万股+22.8万股+922.81%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.29%1.54%$2,093.9万41.4万股$2,106.4万41.6万股-2,138股-0.51%减仓
J摩根大通交易所交易基金JEPI
1.25%1.22%$2,022.6万35.8万股$1,668.8万29.4万股+6.4万股+21.63%加仓
J摩根大通交易所交易基金JBND
1.17%1.49%$1,902.6万35.6万股$2,047.8万38.1万股-2.5万股-6.62%减仓
F第一信托交易所交易基金VIUCON
1.16%1.47%$1,881.7万75.6万股$2,015.3万81.4万股-5.7万股-7.04%减仓
SSPDR标普500 ETFSPY
1.12%0.65%$1,820.0万2.4万股$893.6万1.4万股+1.1万股+77.37%加仓
微软MSFT
1.1%1.14%$1,783.5万4.8万股$1,564.9万4.2万股+5,538股+13.10%加仓
博通AVGO
1.03%0.99%$1,673.0万4.4万股$1,363.1万4.4万股+246股+0.56%加仓
I景顺交易所交易基金信托RSP
0.83%1%$1,347.5万6.3万股$1,369.7万7.1万股-8,039股-11.26%减仓
NNEOS ETF TRUSTSPYI
0.81%0.83%$1,308.3万24.6万股$1,133.7万23.0万股+1.7万股+7.31%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.8%0.93%$1,290.2万21.6万股$1,280.7万21.4万股+1,773股+0.83%加仓
IiShares安硕·MSCIQUAL
0.78%0.81%$1,269.3万5.8万股$1,109.1万5.8万股+18股+0.03%加仓
I景顺QQQ信托VOO
0.78%0.7%$1,261.9万1.7万股$958.6万1.7万股+527股+3.17%加仓
PPIMCO太平洋投资管理ETFMINT
0.76%0.68%$1,225.0万12.2万股$938.3万9.3万股+2.8万股+30.24%加仓
V先锋领航斯科茨代尔基金VGSH
0.74%0.88%$1,193.3万20.5万股$1,203.3万20.6万股-521股-0.25%减仓
FIRST INTST BANCSYSTEMFIBK
0.73%0.67%$1,179.5万32.3万股$918.4万27.2万股+5.1万股+18.73%加仓
F第一信托交易所交易基金VIFCEF
0.71%0.77%$1,146.7万47.7万股$1,057.7万47.0万股+6,836股+1.45%加仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.7%1.39%$1,127.0万15.0万股$1,908.8万26.1万股-11.1万股-42.34%减仓
V先锋领航国际股票指数基金VT
0.69%0.02%$1,116.1万7.1万股$28.4万2,056股+6.9万股+3,358.75%加仓
AAMPLIFY ETF TRDIVO
0.69%0.81%$1,110.0万24.3万股$1,115.7万24.9万股-5,872股-2.36%减仓
杜克能源DUK
0.67%0.81%$1,093.3万8.6万股$1,114.8万8.5万股+1,234股+1.45%加仓
IiShares安硕·U S ETF TRIAK
0.66%0.77%$1,076.4万11.6万股$1,055.9万11.4万股+1,230股+1.08%加仓
IiShares安硕·COREIJR
0.65%0.58%$1,057.8万7.1万股$799.5万6.4万股+7,007股+10.89%加仓
礼来LLY
0.64%0.57%$1,043.2万8,697股$784.6万8,531股+166股+1.95%加仓
摩根大通JPM
0.6%0.59%$971.5万3.0万股$806.0万2.7万股+2,280股+8.32%加仓
Meta平台META
0.58%0.72%$946.7万1.7万股$981.3万1.7万股-345股-2.01%减仓
DDimensional维度ETF信托DFAU
0.57%0.51%$923.3万17.9万股$704.5万15.6万股+2.3万股+14.41%加仓
强生JNJ
0.56%0.65%$908.6万3.6万股$897.8万3.7万股-952股-2.59%减仓
AMD超威AMD
0.56%0.41%$907.0万1.6万股$560.9万2.8万股-1.2万股-43.37%减仓
V先锋领航·MIDVO
0.55%0.59%$893.4万11.1万股$815.0万2.8万股+8.3万股+290.76%加仓
艾伯维ABBV
0.54%0.74%$882.6万3.5万股$1,008.7万4.6万股-1.1万股-24.37%减仓
伯克希尔哈撒韦BRK.B
0.54%0.59%$879.2万1.8万股$810.6万1.7万股+654股+3.87%加仓
SSPDR黄金信托GLD
0.54%0.83%$870.6万2.4万股$1,131.6万2.6万股-2,666股-10.14%减仓
IiShares安硕信托SGOV
0.54%0.64%$868.5万8.6万股$873.0万8.7万股-458股-0.53%减仓
谷歌AGOOGL
0.54%0.48%$867.9万2.4万股$656.6万2.3万股+1,453股+6.36%加仓
G通用动力VTI
0.5%0.53%$814.4万2.2万股$726.1万2.3万股-624股-2.76%减仓
V先锋领航指数基金VOO
0.47%0.29%$767.6万1.1万股$399.2万6,680股+4,496股+67.31%加仓
PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF
0.47%0.11%$758.4万39.8万股$144.3万7.7万股+32.1万股+418.86%加仓
SSPDR行业精选信托XLU
0.47%0.55%$756.9万16.7万股$751.5万16.4万股+3,182股+1.94%加仓
BBROOKFIELD WEALTH SO A FCLASS ABNT
0.45%0.01%$723.1万15.7万股$9.6万2,282股+15.4万股+6,767.66%加仓
沃尔玛WMT
0.44%0.49%$710.6万6.3万股$667.0万5.4万股+9,066股+16.89%加仓
VisaV
0.42%0.43%$682.5万2.0万股$587.3万1.9万股+459股+2.36%加仓
V先锋领航白厅基金VYM
0.4%0.4%$644.5万4.1万股$552.8万3.7万股+3,458股+9.26%加仓

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