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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 24
增持 76
减持 34
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$93.2M
1,851,791
+580%
减持
MBB
ISHARES TR
-$80.5M
4,011
-99%
增持
JMBS
JANUS DETROIT STR TR
+$78.9M
1,584,654
+37910%
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
SRLN
SSGA ACTIVE ETF TR
-$51.0M
6,663
-99%
减持
SPY
SPDR S&P 500 ETF TR
-$48.2M
46,541
-68%
建仓
SPIB
SPDR SER TR
+$48.1M
1,408,575
增持
DVN
DEVON ENERGY CORP NEW
+$31.8M
562,834
+1606%
清仓
C
CITIGROUP INC
-$30.1M
0
-100%
增持
AAON
AAON INC
-$25.8M
1,098,732
+0%
清仓
PYPL
PAYPAL HLDGS INC
-$22.0M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$21.8M
459,225
+2%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$21.0M
0
-100%
清仓
MGA
MAGNA INTL INC
-$18.5M
0
-100%
减持
IJH
ISHARES TR
-$17.5M
107,726
-34%
建仓
HAL
HALLIBURTON CO
+$15.5M
410,188
增持
—
PIONEER NAT RES CO
+$15.5M
212,151
+3%
增持
—
EXXON MOBIL CORP
+$15.2M
673,251
+2%
减持
VB
VANGUARD INDEX FDS
-$14.7M
2,418
-96%
增持
WMB
WILLIAMS COS INC
+$12.9M
1,713,422
+1%
增持
—
ACCENTURE PLC IRELAND
-$11.2M
159,294
+2%
增持
PEP
PEPSICO INC
-$10.5M
1,775,287
+0%
减持
—
BROOKFIELD ASSET MGMT INC
-$10.3M
569,145
-19%
增持
MSFT
MICROSOFT CORP
-$9.7M
391,642
+1%
增持
ABBV
ABBVIE INC
+$9.4M
327,763
+1%
减持
—
UNILEVER PLC
-$9.2M
371,948
-23%
减持
BX
BLACKSTONE INC
-$8.8M
186,880
-26%
增持
GM
GENERAL MTRS CO
-$8.8M
618,329
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$8.8M
85,415
+5%
建仓
—
ENVIVA INC
+$7.7M
97,625
增持
IVW
ISHARES TR
+$7.5M
516,054
+35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.3M
133,108
+0%
减持
KR
KROGER CO
+$7.2M
659,389
-3%
增持
SO
SOUTHERN CO
+$6.7M
557,477
+13%
减持
AAPL
APPLE INC
-$6.5M
591,741
-4%
增持
HD
HOME DEPOT INC
-$6.4M
57,300
+1%
增持
RIO
RIO TINTO PLC
+$6.4M
235,581
+26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.0M
75,985
-0%
减持
VNQ
VANGUARD INDEX FDS
-$5.9M
384,588
-6%
增持
JPM
JPMORGAN CHASE & CO
-$5.7M
291,606
+2%
减持
IJR
ISHARES TR
-$5.7M
365,555
-7%
清仓
SE
SEA LTD
-$5.6M
0
-100%
增持
—
BLACKROCK INC
-$5.3M
39,800
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
-$5.1M
184,526
+0%
增持
DHR
DANAHER CORPORATION
-$5.1M
164,024
+1%
增持
—
BROOKFIELD RENEWABLE CORP
+$4.9M
465,910
+11%
增持
IBDR
ISHARES TR
-$4.4M
3,864,274
+1%
增持
SCCO
SOUTHERN COPPER CORP
+$4.3M
289,134
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$4.2M
632,346
-8%
增持
HON
HONEYWELL INTL INC
+$4.2M
191,415
+21%
增持
BCE
BCE INC
+$4.1M
703,148
+5%
减持
AGNC
AGNC INVT CORP
-$4.0M
1,855,867
-1%
增持
PG
PROCTER AND GAMBLE CO
-$3.6M
355,384
+0%
增持
—
CHIMERA INVT CORP
-$3.6M
1,324,548
+2%
增持
—
NXP SEMICONDUCTORS N V
-$3.5M
97,965
+3%
增持
D
DOMINION ENERGY INC
+$3.5M
431,656
+2%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$3.2M
84,921
+7%
增持
ISRG
INTUITIVE SURGICAL INC
-$3.1M
64,123
+3%
增持
PFE
PFIZER INC
-$3.0M
560,441
+4%
减持
NVDA
NVIDIA CORPORATION
-$2.9M
110,056
-2%
增持
TOTL
SSGA ACTIVE ETF TR
-$2.8M
2,014,400
+3%
增持
KO
COCA COLA CO
+$2.5M
676,135
+1%
增持
LEG
LEGGETT & PLATT INC
-$2.4M
514,750
+4%
减持
IMTM
ISHARES TR
-$2.4M
111,260
-33%
增持
SYK
STRYKER CORPORATION
+$2.3M
102,080
+9%
增持
PCAR
PACCAR INC
+$2.3M
266,505
+11%
增持
CSCO
CISCO SYS INC
-$2.0M
448,575
+5%
增持
GNRC
GENERAC HLDGS INC
-$2.0M
62,772
+7%
减持
IVLU
ISHARES TR
-$1.9M
159,848
-32%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.9M
27,141
-31%
增持
TXN
TEXAS INSTRS INC
+$1.8M
132,527
+11%
增持
BEAM
BEAM THERAPEUTICS INC
-$1.7M
96,286
+6%
增持
GOOG
ALPHABET INC
-$1.6M
24,156
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.5M
256,533
-5%
增持
AMAT
APPLIED MATLS INC
+$1.5M
196,463
+27%
增持
GIS
GENERAL MLS INC
+$1.5M
398,349
+5%
增持
—
INTERPUBLIC GROUP COS INC
-$1.4M
948,641
+1%
增持
MSM
MSC INDL DIRECT INC
+$1.4M
246,095
+6%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.3M
328,429
-5%
减持
FCX
FREEPORT-MCMORAN INC
-$1.3M
534,772
-20%
减持
COP
CONOCOPHILLIPS
+$1.3M
45,767
-1%
增持
IBDS
ISHARES TR
-$1.2M
1,910,457
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.2M
267,272
-4%
增持
—
CRISPR THERAPEUTICS AG
-$1.2M
104,982
+2%
减持
SPEM
SPDR INDEX SHS FDS
-$1.1M
49,160
-32%
增持
—
EATON CORP PLC
-$1.0M
89,825
+6%
建仓
VV
VANGUARD INDEX FDS
+$969.0K
4,649
增持
—
ISHARES TR
-$905.0K
2,352,309
+3%
建仓
BA
BOEING CO
+$897.0K
4,681
增持
PAYX
PAYCHEX INC
+$884.0K
242,858
+3%
增持
ARCC
ARES CAPITAL CORP
+$874.0K
970,005
+6%
清仓
EFA
ISHARES TR
-$869.0K
0
-100%
增持
OKE
ONEOK INC NEW
+$815.0K
68,372
+0%
增持
AVGO
BROADCOM INC
-$805.0K
52,369
+3%
建仓
APA
APA CORPORATION
+$765.0K
18,510
增持
DG
DOLLAR GEN CORP NEW
-$751.0K
96,989
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$748.0K
624,536
+4%
减持
ABT
ABBOTT LABS
-$747.0K
31,714
-1%
增持
WM
WASTE MGMT INC DEL
-$740.0K
216,052
+3%
减持
EMR
EMERSON ELEC CO
+$732.0K
183,919
-1%
清仓
UBER
UBER TECHNOLOGIES INC
-$701.0K
0
-100%
减持
—
LAM RESEARCH CORP
-$674.0K
2,837
-7%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$674.0K
0
-100%
增持
SPHY
SPDR SER TR
-$645.0K
484,758
+1%
增持
V
VISA INC
+$629.0K
114,261
+0%
清仓
GIGB
GOLDMAN SACHS ETF TR
-$622.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$604.0K
3,343
减持
JNJ
JOHNSON & JOHNSON
+$500.0K
91,488
-0%
增持
—
ISHARES TR
+$478.0K
1,522,483
+3%
增持
CTRA
COTERRA ENERGY INC
+$474.0K
33,994
+46%
增持
HP
HELMERICH & PAYNE INC
+$472.0K
17,777
+46%
增持
FANG
DIAMONDBACK ENERGY INC
+$410.0K
4,958
+98%
建仓
VO
VANGUARD INDEX FDS
+$406.0K
1,708
清仓
CMBS
ISHARES TR
-$402.0K
0
-100%
减持
TSLA
TESLA INC
-$397.0K
1,885
-18%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$392.0K
4,500
增持
TGT
TARGET CORP
+$389.0K
3,701
+116%
清仓
IWM
ISHARES TR
-$379.0K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$370.0K
4,072
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$367.0K
50,783
+18%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$366.0K
1,056
减持
WMT
WALMART INC
-$356.0K
21,872
-12%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$354.0K
15,879
+98%
增持
VTI
VANGUARD INDEX FDS
+$333.0K
5,583
+44%
建仓
IWD
ISHARES TR
+$331.0K
1,992
建仓
BKR
BAKER HUGHES COMPANY
+$325.0K
8,917
建仓
OXY
OCCIDENTAL PETE CORP
+$321.0K
5,655
减持
VLO
VALERO ENERGY CORP
+$318.0K
12,127
-0%
增持
IVE
ISHARES TR
+$312.0K
4,611
+78%
增持
SDY
SPDR SER TR
+$308.0K
8,723
+39%
增持
—
CONTINENTAL RES INC
+$307.0K
12,835
+20%
清仓
SCHP
SCHWAB STRATEGIC TR
-$298.0K
0
-100%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$297.0K
19,200
清仓
ESGU
ISHARES TR
-$293.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$286.0K
1,950
+32%
减持
DIS
DISNEY WALT CO
-$276.0K
9,684
-6%
建仓
FFIN
FIRST FINL BANKSHARES INC
+$275.0K
6,224
增持
T
AT&T INC
+$274.0K
40,780
+45%
建仓
VUG
VANGUARD INDEX FDS
+$265.0K
921
建仓
IAU
ISHARES GOLD TR
+$264.0K
7,173
建仓
APO
APOLLO GLOBAL MGMT INC
+$248.0K
4,000
建仓
SHEL
SHELL PLC
+$245.0K
4,469
清仓
—
EXCHANGE TRADED CONCEPTS TR
-$243.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$239.0K
2,354
-37%
清仓
COIN
COINBASE GLOBAL INC
-$239.0K
0
-100%
建仓
MS
MORGAN STANLEY
+$234.0K
2,678
建仓
IWP
ISHARES TR
+$233.0K
2,318
清仓
NKE
NIKE INC
-$233.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$231.0K
18,719
+3%
建仓
PICK
ISHARES INC
+$231.0K
4,502
建仓
SCHI
SCHWAB STRATEGIC TR
+$229.0K
4,791
