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CAPITAL ADVISORS INC/OK 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CAPITAL ADVISORS INC/OK
报告期 2026-03-31 · CIK 0000860828
持仓数
357
前50大市值合计
$4.66B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 11
增持 87
减持 32
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
EBND
SPDR SER TR
-$31.2M
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$27.8M
394,542
+225%
清仓
IEMG
ISHARES INC
-$20.4M
0
-100%
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
TOTL
SSGA ACTIVE ETF TR
+$18.7M
1,901,556
+26%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$17.6M
298,235
+2325%
增持
SRLN
SSGA ACTIVE ETF TR
+$17.2M
1,089,569
+53%
增持
VYM
VANGUARD WHITEHALL FDS
+$14.5M
270,249
+111%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$13.4M
259,864
-47%
减持
SCHF
SCHWAB STRATEGIC TR
-$12.4M
331,322
-48%
建仓
SPHY
SPDR SER TR
+$12.1M
453,815
减持
SCHC
SCHWAB STRATEGIC TR
-$12.1M
668,350
-30%
建仓
SCCO
SOUTHERN COPPER CORP
+$11.6M
205,888
清仓
HYG
ISHARES TR
-$11.2M
0
-100%
减持
—
BLACKROCK INC
-$10.2M
38,315
-21%
减持
EMR
EMERSON ELEC CO
-$9.4M
183,055
-34%
减持
WM
WASTE MGMT INC DEL
-$8.8M
256,989
-24%
减持
BX
BLACKSTONE INC
-$8.2M
249,162
-35%
增持
MSFT
MICROSOFT CORP
+$8.2M
372,588
+4%
减持
AMAT
APPLIED MATLS INC
-$7.5M
151,431
-20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.4M
81,737
+5%
增持
PEP
PEPSICO INC
+$5.9M
1,756,179
+1%
清仓
—
BERKELEY LTS INC
-$5.7M
0
-100%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$5.6M
44,245
+2007%
增持
—
ACCENTURE PLC IRELAND
+$5.5M
130,179
+6%
增持
FITB
FIFTH THIRD BANCORP
+$5.2M
624,499
+12%
清仓
NVTA
INVITAE CORP
-$5.1M
0
-100%
增持
GOOG
ALPHABET INC
+$4.8M
22,759
+2%
减持
PAYX
PAYCHEX INC
-$4.8M
233,256
-19%
增持
XBI
SPDR SER TR
+$4.4M
140,846
+44%
增持
AAPL
APPLE INC
+$4.1M
609,875
+2%
增持
—
INTERPUBLIC GROUP COS INC
+$4.0M
910,253
+1%
增持
IBDR
ISHARES TR
+$3.8M
3,695,265
+4%
建仓
ET
ENERGY TRANSFER L P
+$3.6M
376,062
增持
MGA
MAGNA INTL INC
-$3.5M
227,255
+2%
增持
MBB
ISHARES TR
+$3.4M
740,244
+5%
增持
—
CRISPR THERAPEUTICS AG
-$3.3M
70,672
+2%
增持
PYPL
PAYPAL HLDGS INC
-$3.3M
122,350
+2%
增持
BEAM
BEAM THERAPEUTICS INC
-$3.2M
85,618
+3%
增持
JPM
JPMORGAN CHASE & CO
+$3.2M
278,336
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
111,056
+13%
增持
LMT
LOCKHEED MARTIN CORP
+$3.0M
56,652
+29%
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
341,486
+3%
减持
AAON
AAON INC
+$2.9M
1,095,690
-0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$2.8M
251,239
+1%
减持
LEG
LEGGETT & PLATT INC
-$2.8M
380,405
-1%
增持
RIO
RIO TINTO PLC
-$2.7M
176,204
+2%
减持
AGNC
AGNC INVT CORP
-$2.5M
1,845,442
-1%
增持
TDOC
TELADOC HEALTH INC
-$2.5M
77,166
+5%
增持
LMND
LEMONADE INC
-$2.3M
60,286
+4%
增持
SO
SOUTHERN CO
+$2.2M
470,672
+6%
增持
PCAR
PACCAR INC
-$2.2M
279,212
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2M
310,771
+1%
增持
—
PIONEER NAT RES CO
+$2.1M
144,652
+7%
减持
PFE
PFIZER INC
+$2.0M
520,867
-0%
增持
WSO
WATSCO INC
-$1.9M
92,454
+0%
增持
MSM
MSC INDL DIRECT INC
-$1.9M
217,088
+1%
增持
GM
GENERAL MTRS CO
-$1.9M
588,401
+6%
增持
KR
KROGER CO
+$1.8M
659,927
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.8M
20,225
+2%
减持
—
BROOKFIELD ASSET MGMT INC
+$1.6M
707,386
-0%
增持
ABBV
ABBVIE INC
-$1.4M
322,901
+0%
减持
DIS
DISNEY WALT CO
-$1.4M
17,128
-30%
增持
AMZN
AMAZON COM INC
-$1.4M
17,115
+2%
增持
CVX
CHEVRON CORP NEW
+$1.3M
346,220
+7%
增持
—
UNILEVER PLC
-$1.3M
465,380
+3%
增持
—
ISHARES TR
+$1.3M
2,252,827
+3%
增持
SE
SEA LTD
+$1.3M
23,934
+3%
增持
IBDS
ISHARES TR
+$1.2M
1,820,687
+3%
增持
FCX
FREEPORT-MCMORAN INC
-$1.2M
449,673
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
80,643
+7%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
158,703
+301%
增持
IJH
ISHARES TR
+$1.2M
162,343
+5%
增持
V
VISA INC
-$1.1M
112,136
+1%
增持
CSCO
CISCO SYS INC
+$1.1M
596,848
+1%
增持
SYK
STRYKER CORPORATION
+$1.1M
88,957
+3%
增持
—
ISHARES TR
+$1.1M
1,928,613
+2%
增持
BCE
BCE INC
+$998.0K
654,115
+2%
增持
HD
HOME DEPOT INC
+$979.0K
56,942
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$936.0K
7,945
-53%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$936.0K
43,264
增持
IJR
ISHARES TR
+$892.0K
381,870
+6%
减持
DHR
DANAHER CORPORATION
+$875.0K
161,079
-10%
增持
—
ISHARES TR
+$841.0K
1,462,523
+3%
增持
ARCC
ARES CAPITAL CORP
+$828.0K
869,899
+1%
增持
WMB
WILLIAMS COS INC
+$817.0K
1,679,356
+4%
增持
—
BROOKFIELD RENEWABLE CORP
-$796.0K
398,519
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$760.0K
174,091
+4%
清仓
TNA
DIREXION SHS ETF TR
-$747.0K
0
-100%
增持
AVGO
BROADCOM INC
+$702.0K
49,560
+1%
增持
DG
DOLLAR GEN CORP NEW
+$648.0K
91,863
+6%
增持
EW
EDWARDS LIFESCIENCES CORP
+$623.0K
12,141
+67%
增持
D
DOMINION ENERGY INC
+$577.0K
349,485
+3%
减持
—
EXXON MOBIL CORP
-$565.0K
78,338
-4%
增持
—
NXP SEMICONDUCTORS N V
-$564.0K
92,573
+2%
建仓
TRGP
TARGA RES CORP
+$538.0K
10,930
清仓
IWM
ISHARES TR
-$478.0K
0
-100%
增持
OKE
ONEOK INC NEW
+$470.0K
65,401
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$468.0K
142,689
+1%
增持
TXN
TEXAS INSTRS INC
+$462.0K
115,010
+2%
清仓
COF
CAPITAL ONE FINL CORP
-$413.0K
0
-100%
增持
AMGN
AMGEN INC
+$381.0K
4,164
+101%
建仓
GE
GENERAL ELECTRIC CO
+$379.0K
3,675
增持
VB
VANGUARD INDEX FDS
-$374.0K
66,385
+0%
清仓
—
GENERAL ELECTRIC CO
-$372.0K
0
-100%
减持
—
EATON CORP PLC
-$346.0K
165,786
-2%
增持
KO
COCA COLA CO
-$342.0K
645,181
+2%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$328.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$300.0K
90,151
-0%
减持
COP
CONOCOPHILLIPS
+$295.0K
45,486
-1%
建仓
—
CONTINENTAL RES INC
+$288.0K
6,230
减持
IVW
ISHARES TR
-$277.0K
358,082
-3%
增持
GOOGL
ALPHABET INC
+$262.0K
1,004
+1%
建仓
CWB
SPDR SER TR
+$256.0K
3,000
清仓
SLV
ISHARES SILVER TR
-$250.0K
0
-100%
清仓
SOXL
DIREXION SHS ETF TR
-$247.0K
0
-100%
减持
T
AT&T INC
-$246.0K
28,789
-19%
清仓
VTV
VANGUARD INDEX FDS
-$230.0K
0
-100%
清仓
—
INDEPENDENT BANK GROUP INC
-$230.0K
0
-100%
清仓
LPRO
OPEN LENDING CORP
-$217.0K
0
-100%
清仓
—
HEALTHCARE RLTY TR
-$214.0K
0
-100%
清仓
NKE
NIKE INC
-$213.0K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
-$210.0K
78,178
+1%
增持
—
LAM RESEARCH CORP
-$209.0K
3,119
+2%
清仓
—
BROOKFIELD ASSET MGMT REINS
-$209.0K
0
-100%
清仓
FAS
DIREXION SHS ETF TR
-$208.0K
0
-100%
减持
MMM
3M CO
-$206.0K
7,948
-1%
建仓
FSLR
FIRST SOLAR INC
+$205.0K
2,145
建仓
AMD
ADVANCED MICRO DEVICES INC
+$202.0K
1,968
增持
VZ
VERIZON COMMUNICATIONS INC
-$199.0K
584,007
+3%
减持
IMTM
ISHARES TR
-$193.0K
176,374
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$185.0K
15,348
+24%
减持
PSX
PHILLIPS 66
-$183.0K
11,281
-1%
建仓
UBER
UBER TECHNOLOGIES INC
+$168.0K
28,685
增持
GIS
GENERAL MLS INC
-$157.0K
350,410
+1%
减持
WMT
WALMART INC
-$154.0K
24,754
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$153.0K
420
-38%
增持
NFLX
NETFLIX INC
+$152.0K
763
+28%
增持
ORCL
ORACLE CORP
+$151.0K
12,334
+4%
增持
C
CITIGROUP INC
+$149.0K
491,713
+1%
清仓
—
MARATHON OIL CORP
-$148.0K
0
-100%
增持
—
LAREDO PETROLEUM INC
+$144.0K
5,032
+77%
增持
BAC
BK OF AMERICA CORP
+$144.0K
47,613
+5%
增持
HON
HONEYWELL INTL INC
-$144.0K
149,922
+3%
减持
VOO
VANGUARD INDEX FDS
-$138.0K
3,010
-11%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$132.0K
41,873
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$131.0K
9,112
+26%
减持
DFAC
DIMENSIONAL ETF TRUST
-$125.0K
24,257
-15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$116.0K
5,567
+17%
减持
IVLU
ISHARES TR
-$115.0K
246,408
-1%
增持
—
CHIMERA INVT CORP
-$102.0K
1,245,906
+1%
