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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 21
增持 81
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$50.3M
776,344
-53%
增持
IEFA
ISHARES TR
+$23.8M
510,828
+249%
清仓
—
BROOKFIELD ASSET MGMT INC
-$22.5M
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
IBDS
ISHARES TR
+$21.2M
2,261,795
+62%
增持
DOW
DOW INC
+$21.0M
425,365
+4747%
减持
AAON
AAON INC
+$20.1M
1,057,866
-4%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$19.5M
0
-100%
建仓
BN
BROOKFIELD CORP
+$19.0M
603,280
增持
PEP
PEPSICO INC
+$18.5M
1,728,215
+0%
增持
BCE
BCE INC
+$17.4M
1,138,915
+46%
增持
JPM
JPMORGAN CHASE & CO
+$17.3M
449,175
+16%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$15.8M
290,756
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$12.3M
163,083
增持
PAYX
PAYCHEX INC
+$12.0M
271,953
+53%
增持
LMT
LOCKHEED MARTIN CORP
+$10.2M
80,885
+8%
减持
D
DOMINION ENERGY INC
-$10.1M
362,040
-28%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$9.5M
0
-100%
增持
HON
HONEYWELL INTL INC
+$9.4M
209,052
+3%
增持
—
BLACKROCK INC
+$8.8M
51,975
+2%
减持
CVX
CHEVRON CORP NEW
+$8.5M
461,232
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.3M
147,331
+8%
增持
AVGO
BROADCOM INC
+$8.2M
57,314
+3%
减持
FCX
FREEPORT-MCMORAN INC
+$8.0M
778,847
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.6M
88,589
+2%
减持
—
EXXON MOBIL CORP
+$7.4M
696,945
-0%
增持
HAL
HALLIBURTON CO
+$7.2M
704,740
+1%
减持
—
INTERPUBLIC GROUP COS INC
-$7.1M
602,422
-39%
增持
AMAT
APPLIED MATLS INC
+$6.9M
284,976
+2%
减持
PG
PROCTER AND GAMBLE CO
+$6.7M
303,498
-3%
增持
ABBV
ABBVIE INC
+$6.5M
343,409
+0%
增持
MSFT
MICROSOFT CORP
+$6.4M
436,450
+2%
增持
KO
COCA COLA CO
+$6.2M
688,859
+1%
减持
WMB
WILLIAMS COS INC
+$6.1M
1,934,177
-1%
增持
CSCO
CISCO SYS INC
+$6.0M
550,985
+9%
增持
SPG
SIMON PPTY GROUP INC NEW
+$5.7M
244,852
+2%
减持
GIS
GENERAL MLS INC
-$5.4M
321,370
-23%
增持
SO
SOUTHERN CO
+$5.4M
639,651
+1%
增持
—
ACCENTURE PLC IRELAND
+$5.3M
204,489
+5%
增持
AMZN
AMAZON COM INC
-$5.3M
489,339
+13%
增持
PFE
PFIZER INC
+$5.3M
602,382
+1%
减持
RIO
RIO TINTO PLC
+$5.1M
296,636
-1%
增持
SLB
SCHLUMBERGER LTD
+$4.9M
377,255
+4%
增持
—
UNILEVER PLC
+$4.8M
512,464
+6%
增持
SCCO
SOUTHERN COPPER CORP
+$4.8M
352,312
+0%
减持
—
ISHARES TR
-$4.5M
2,512,605
-8%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$4.3M
149,797
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.1M
76,597
+1%
建仓
USHY
ISHARES TR
+$4.0M
116,923
增持
HD
HOME DEPOT INC
+$4.0M
92,729
+1%
增持
DHR
DANAHER CORPORATION
+$4.0M
195,543
+4%
建仓
USRT
ISHARES TR
+$4.0M
80,634
增持
SYK
STRYKER CORPORATION
+$4.0M
87,548
+5%
增持
JNJ
JOHNSON & JOHNSON
+$3.9M
232,897
+3%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
104,286
+3%
增持
—
ENVIVA INC
+$3.6M
167,909
+52%
增持
V
VISA INC
+$3.5M
127,687
+1%
减持
SPHY
SPDR SER TR
-$3.5M
863,718
-17%
增持
DVN
DEVON ENERGY CORP NEW
-$3.5M
616,850
+1%
增持
TXN
TEXAS INSTRS INC
+$3.4M
149,753
+4%
增持
—
NXP SEMICONDUCTORS N V
+$3.2M
156,159
+1%
减持
IBDR
ISHARES TR
-$3.2M
2,878,768
-7%
增持
ECL
ECOLAB INC
+$3.2M
98,124
+23%
减持
VYM
VANGUARD WHITEHALL FDS
+$3.0M
358,937
-2%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$3.0M
38,897
增持
—
EATON CORP PLC
+$3.0M
120,875
+1%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$2.9M
173,656
+1%
增持
AAPL
APPLE INC
+$2.8M
611,046
+10%
减持
—
ISHARES TR
-$2.5M
2,197,028
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.4M
660,648
+2%
减持
VNQ
VANGUARD INDEX FDS
-$2.4M
326,451
-15%
建仓
REM
ISHARES TR
+$2.3M
101,930
增持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
91,359
+1%
减持
IBDT
ISHARES TR
-$2.1M
1,579,588
-8%
减持
IJH
ISHARES TR
+$2.0M
148,461
-2%
增持
BX
BLACKSTONE INC
-$1.9M
237,909
+2%
增持
—
PIONEER NAT RES CO
-$1.9M
189,096
+1%
减持
SPIB
SPDR SER TR
-$1.9M
1,047,522
-8%
增持
KR
KROGER CO
+$1.9M
699,177
+3%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.9M
1,579,453
-4%
增持
DG
DOLLAR GEN CORP NEW
+$1.8M
140,803
+1%
减持
AGNC
AGNC INVT CORP
+$1.8M
1,638,639
-15%
减持
LEG
LEGGETT & PLATT INC
-$1.8M
480,303
-11%
增持
—
CRISPR THERAPEUTICS AG
-$1.7M
129,914
+1%
清仓
—
CONTINENTAL RES INC
-$1.6M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$1.6M
72,902
-1%
减持
CTRA
COTERRA ENERGY INC
-$1.6M
11,344
-83%
增持
GOOG
ALPHABET INC
-$1.6M
586,683
+6%
增持
GM
GENERAL MTRS CO
+$1.5M
777,290
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
323,882
+1%
减持
SCHC
SCHWAB STRATEGIC TR
+$1.3M
321,737
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
258,663
+3%
增持
OKE
ONEOK INC NEW
+$1.0M
75,761
+3%
减持
—
BROOKFIELD RENEWABLE CORP
-$935.1K
496,545
-1%
减持
IJR
ISHARES TR
+$885.8K
247,282
-2%
增持
WSO
WATSCO INC
+$872.4K
97,215
+0%
清仓
—
LAREDO PETROLEUM INC
-$803.0K
0
-100%
增持
DASH
DOORDASH INC
+$761.3K
120,981
+1%
减持
BEAM
BEAM THERAPEUTICS INC
-$757.3K
108,354
-1%
增持
T
AT&T INC
+$745.4K
70,366
+92%
减持
JMBS
JANUS DETROIT STR TR
-$649.3K
1,222,805
-4%
减持
TSLA
TESLA INC
-$538.9K
6,203
-2%
增持
WM
WASTE MGMT INC DEL
+$538.1K
163,381
+1%
增持
YUM
YUM BRANDS INC
+$504.6K
19,313
+5%
增持
VTI
VANGUARD INDEX FDS
+$482.4K
8,172
+36%
减持
ARCC
ARES CAPITAL CORP
+$455.8K
981,256
-2%
减持
IVLU
ISHARES TR
+$418.1K
143,896
-2%
建仓
NFLX
NETFLIX INC
+$414.0K
1,404
清仓
ILCG
ISHARES TR
-$414.0K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$382.9K
5,800
增持
SCHB
SCHWAB STRATEGIC TR
+$374.1K
43,698
+16%
增持
UBER
UBER TECHNOLOGIES INC
+$366.0K
338,374
+4%
增持
MO
ALTRIA GROUP INC
+$358.3K
20,067
+62%
减持
AMGN
AMGEN INC
-$352.8K
3,268
-32%
减持
SCHW
SCHWAB CHARLES CORP
+$351.6K
27,295
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$339.8K
14,247
+7%
减持
IMTM
ISHARES TR
+$337.8K
100,738
-2%
增持
HP
HELMERICH & PAYNE INC
+$330.5K
17,198
+33%
清仓
DON
WISDOMTREE TR
-$327.0K
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$312.6K
752,564
+5%
增持
ABT
ABBOTT LABS
+$289.2K
31,426
+0%
建仓
WFC
WELLS FARGO CO NEW
+$284.0K
6,879
建仓
BANF
BANCFIRST CORP
+$276.5K
3,136
增持
WMT
WALMART INC
+$275.0K
22,357
+1%
建仓
OGE
OGE ENERGY CORP
+$266.4K
6,737
增持
BA
BOEING CO
+$266.3K
4,590
+0%
建仓
APO
APOLLO GLOBAL MGMT INC
+$255.2K
4,000
建仓
UPS
UNITED PARCEL SERVICE INC
+$254.9K
1,466
增持
DUK
DUKE ENERGY CORP NEW
+$249.5K
8,278
+19%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$242.6K
24,089
-2%
建仓
PRU
PRUDENTIAL FINL INC
+$240.9K
2,422
建仓
RRC
RANGE RES CORP
+$238.9K
9,550
增持
ORCL
ORACLE CORP
+$223.5K
12,276
+1%
建仓
—
HESS CORP
+$213.2K
1,503
建仓
AMP
AMERIPRISE FINL INC
+$208.3K
669
增持
MCD
MCDONALDS CORP
+$204.1K
5,947
+6%
清仓
ENB
ENBRIDGE INC
-$203.0K
0
-100%
建仓
HSY
HERSHEY CO
+$200.8K
867
增持
CWB
SPDR SER TR
+$198.9K
9,930
+42%
增持
QQQ
INVESCO QQQ TR
+$194.1K
8,093
+8%
增持
PM
PHILIP MORRIS INTL INC
+$183.7K
7,309
+12%
增持
EMR
EMERSON ELEC CO
+$182.3K
9,518
+2%
增持
ALL
ALLSTATE CORP
+$168.5K
3,027
+66%
增持
BKR
BAKER HUGHES COMPANY
+$162.7K
12,417
+39%
增持
SHW
SHERWIN WILLIAMS CO
+$161.0K
1,660
+44%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$153.1K
5,729
+5%
减持
ET
ENERGY TRANSFER L P
+$153.1K
385,181
-0%
减持
OXY
OCCIDENTAL PETE CORP
-$151.6K
25,677
-3%
增持
GLD
SPDR GOLD TR
+$150.6K
2,179
+52%
减持
META
META PLATFORMS INC
-$145.0K
3,174
-24%
建仓
WBD
WARNER BROS DISCOVERY INC
+$144.4K
15,229
