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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 26
增持 95
减持 19
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
PEP
PEPSICO INC
+$43.5M
1,771,123
+1%
增持
—
EXXON MOBIL CORP
+$35.8M
660,894
+744%
清仓
IEFA
ISHARES TR
-$31.8M
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
MSFT
MICROSOFT CORP
+$25.4M
387,943
+4%
增持
AAPL
APPLE INC
+$23.5M
618,408
+1%
增持
—
ACCENTURE PLC IRELAND
+$23.2M
156,529
+20%
建仓
GNRC
GENERAC HLDGS INC
+$20.7M
58,843
增持
CVX
CHEVRON CORP NEW
+$17.8M
451,217
+30%
清仓
XBI
SPDR SER TR
-$17.7M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$17.4M
15,114
-95%
减持
AAON
AAON INC
+$15.4M
1,095,500
-0%
增持
—
PIONEER NAT RES CO
+$13.4M
206,250
+43%
增持
FCX
FREEPORT-MCMORAN INC
+$13.3M
668,428
+49%
增持
PG
PROCTER AND GAMBLE CO
+$10.2M
354,030
+4%
减持
—
EATON CORP PLC
-$10.1M
84,710
-49%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.0M
82,597
+2%
减持
PYPL
PAYPAL HLDGS INC
-$9.8M
116,619
-5%
清仓
TDOC
TELADOC HEALTH INC
-$9.8M
0
-100%
增持
AVGO
BROADCOM INC
+$9.7M
50,766
+2%
增持
PFE
PFIZER INC
+$9.6M
541,381
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$9.4M
81,402
+44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.4M
132,654
+19%
增持
ABBV
ABBVIE INC
+$9.0M
323,354
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$8.4M
145,824
+2%
增持
GOOG
ALPHABET INC
+$8.4M
23,864
+5%
增持
D
DOMINION ENERGY INC
+$7.7M
422,950
+21%
增持
VNQ
VANGUARD INDEX FDS
+$7.4M
410,194
+4%
增持
SPG
SIMON PPTY GROUP INC NEW
+$6.7M
183,854
+6%
增持
SCCO
SOUTHERN COPPER CORP
+$6.1M
286,013
+39%
增持
PAYX
PAYCHEX INC
+$6.0M
236,326
+1%
增持
KO
COCA COLA CO
+$5.6M
666,222
+3%
减持
CSCO
CISCO SYS INC
-$5.4M
427,025
-28%
增持
IVW
ISHARES TR
+$5.4M
381,083
+6%
增持
WSO
WATSCO INC
+$5.0M
94,313
+2%
增持
AMAT
APPLIED MATLS INC
+$4.9M
155,082
+2%
增持
GM
GENERAL MTRS CO
+$4.9M
610,952
+4%
减持
HD
HOME DEPOT INC
+$4.9M
56,815
-0%
减持
—
BROOKFIELD ASSET MGMT INC
+$4.6M
703,486
-1%
增持
SO
SOUTHERN CO
+$4.6M
492,387
+5%
增持
AMZN
AMAZON COM INC
+$4.6M
18,232
+7%
增持
GIS
GENERAL MLS INC
+$4.6M
378,696
+8%
增持
C
CITIGROUP INC
-$4.5M
497,670
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.2M
76,256
-7%
增持
DHR
DANAHER CORPORATION
+$4.2M
161,715
+0%
清仓
LMND
LEMONADE INC
-$4.0M
0
-100%
增持
KR
KROGER CO
+$4.0M
677,251
+3%
增持
IJH
ISHARES TR
+$3.7M
163,917
+1%
增持
—
BLACKROCK INC
+$3.5M
38,972
+2%
增持
BX
BLACKSTONE INC
+$3.5M
251,271
+1%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$3.5M
79,543
+80%
增持
—
NXP SEMICONDUCTORS N V
+$3.5M
94,801
+2%
增持
IJR
ISHARES TR
+$3.4M
393,825
+3%
减持
WM
WASTE MGMT INC DEL
-$3.4M
209,612
-18%
增持
LEG
LEGGETT & PLATT INC
+$3.3M
493,577
+30%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.2M
278,107
+3%
增持
DG
DOLLAR GEN CORP NEW
+$2.9M
94,745
+3%
增持
ARES
ARES MANAGEMENT CORPORATION
+$2.4M
258,375
+3%
增持
RWR
SPDR SER TR
+$2.4M
123,256
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.3M
62,490
+209%
增持
BCE
BCE INC
+$2.2M
671,196
+3%
增持
MSM
MSC INDL DIRECT INC
+$2.2M
232,966
+7%
增持
SE
SEA LTD
-$2.0M
25,175
+5%
增持
ARCC
ARES CAPITAL CORP
+$1.8M
917,774
+6%
增持
FITB
FIFTH THIRD BANCORP
+$1.8M
648,916
+4%
增持
IBDR
ISHARES TR
+$1.8M
3,823,564
+3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
272,329
-9%
增持
—
INTERPUBLIC GROUP COS INC
+$1.7M
935,439
+3%
增持
SYK
STRYKER CORPORATION
+$1.5M
93,509
+5%
增持
MGA
MAGNA INTL INC
+$1.4M
228,569
+1%
减持
DIS
DISNEY WALT CO
-$1.3M
10,353
-40%
增持
HON
HONEYWELL INTL INC
+$1.2M
158,611
+6%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
91,855
+2%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.1M
1,124,011
+3%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.1M
1,964,372
+3%
增持
—
CHIMERA INVT CORP
+$1.0M
1,295,446
+4%
增持
DVN
DEVON ENERGY CORP NEW
+$909.0K
32,998
+115%
增持
—
UNILEVER PLC
+$900.0K
485,836
+4%
增持
MBB
ISHARES TR
+$896.0K
753,476
+2%
建仓
EFA
ISHARES TR
+$869.0K
11,040
增持
AGNC
AGNC INVT CORP
-$841.0K
1,879,112
+2%
减持
PCAR
PACCAR INC
-$822.0K
240,347
-14%
增持
RIO
RIO TINTO PLC
+$791.0K
187,708
+7%
增持
WMB
WILLIAMS COS INC
+$789.0K
1,703,206
+1%
增持
VB
VANGUARD INDEX FDS
+$743.0K
67,515
+2%
建仓
ILCG
ISHARES TR
+$727.0K
10,125
减持
ABT
ABBOTT LABS
+$717.0K
31,980
-0%
增持
TSLA
TESLA INC
+$704.0K
2,297
+3%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$674.0K
1,301
增持
SPHY
SPDR SER TR
+$663.0K
482,202
+6%
建仓
GIGB
GOLDMAN SACHS ETF TR
+$622.0K
11,500
增持
SCHB
SCHWAB STRATEGIC TR
+$593.0K
12,549
+58%
增持
SCHF
SCHWAB STRATEGIC TR
+$562.0K
344,320
+4%
建仓
EOG
EOG RES INC
+$543.0K
6,117
减持
UBER
UBER TECHNOLOGIES INC
+$533.0K
19,685
-31%
增持
SCHC
SCHWAB STRATEGIC TR
+$509.0K
690,419
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$476.0K
597,884
+2%
增持
ET
ENERGY TRANSFER L P
-$467.0K
381,062
+1%
增持
IVV
ISHARES TR
+$448.0K
2,480
+45%
建仓
CTRA
COTERRA ENERGY INC
+$443.0K
23,294
减持
—
LAM RESEARCH CORP
+$424.0K
3,058
-2%
减持
IMTM
ISHARES TR
-$418.0K
165,612
-6%
建仓
CMBS
ISHARES TR
+$402.0K
7,586
增持
TXN
TEXAS INSTRS INC
+$394.0K
119,385
+4%
建仓
IWM
ISHARES TR
+$379.0K
1,702
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$378.0K
270,394
+4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$352.0K
39,159
-6%
减持
SPEM
SPDR INDEX SHS FDS
-$329.0K
72,199
-8%
增持
SCHX
SCHWAB STRATEGIC TR
+$326.0K
15,070
+13%
减持
IVLU
ISHARES TR
-$324.0K
236,293
-4%
增持
GOOGL
ALPHABET INC
+$309.0K
1,033
+3%
清仓
—
LOGITECH INTL S A
-$309.0K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$298.0K
4,736
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$296.0K
5,462
+4%
建仓
ESGU
ISHARES TR
+$293.0K
2,711
增持
MRK
MERCK & CO INC
+$279.0K
10,197
+52%
增持
CVS
CVS HEALTH CORP
+$274.0K
13,275
+3%
建仓
FANG
DIAMONDBACK ENERGY INC
+$270.0K
2,508
建仓
QCOM
QUALCOMM INC
+$270.0K
1,478
增持
V
VISA INC
-$267.0K
114,026
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$265.0K
3,747
+63%
清仓
CRM
SALESFORCE COM INC
-$247.0K
0
-100%
清仓
—
APOLLO GLOBAL MGMT INC
-$246.0K
0
-100%
建仓
—
EXCHANGE TRADED CONCEPTS TR
+$243.0K
16,300
建仓
MCK
MCKESSON CORP
+$241.0K
970
增持
COP
CONOCOPHILLIPS
+$240.0K
46,037
+1%
增持
IBDS
ISHARES TR
-$239.0K
1,840,461
+1%
清仓
MS
MORGAN STANLEY
-$239.0K
0
-100%
建仓
NKE
NIKE INC
+$233.0K
1,401
建仓
GSLC
GOLDMAN SACHS ETF TR
+$227.0K
2,391
建仓
UPS
UNITED PARCEL SERVICE INC
+$224.0K
1,045
建仓
EXC
EXELON CORP
+$223.0K
3,857
建仓
—
MANAGED PORTFOLIO SERIES
+$222.0K
10,004
增持
OKE
ONEOK INC NEW
+$221.0K
68,307
+4%
建仓
JMBS
JANUS DETROIT STR TR
+$220.0K
4,169
建仓
NVS
NOVARTIS AG
+$214.0K
2,445
建仓
XLF
SELECT SECTOR SPDR TR
+$214.0K
5,480
建仓
NOC
NORTHROP GRUMMAN CORP
+$213.0K
550
清仓
FSLR
FIRST SOLAR INC
-$205.0K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$202.0K
1,376
清仓
—
CIMAREX ENERGY CO
-$201.0K
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$201.0K
1,967
增持
—
CONTINENTAL RES INC
+$192.0K
10,730
+72%
增持
BEAM
BEAM THERAPEUTICS INC
-$191.0K
91,087
+6%
增持
COST
COSTCO WHSL CORP NEW
+$186.0K
1,474
+2%
增持
—
ISHARES TR
-$176.0K
2,282,386
+1%
增持
VOO
VANGUARD INDEX FDS
+$175.0K
3,120
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$166.0K
13,063
+2%
增持
WMT
WALMART INC
+$163.0K
24,968
+1%
增持
VGT
VANGUARD WORLD FDS
+$149.0K
2,101
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$147.0K
2,716
+35%
