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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 91
减持 31
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$67.4M
184,905
-86%
增持
SPY
SPDR S&P 500 ETF TR
+$39.0M
131,397
+180%
清仓
DG
DOLLAR GEN CORP NEW
-$30.2M
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
+$26.0M
455,399
+2%
增持
AAPL
APPLE INC
+$25.4M
662,388
+6%
减持
HAL
HALLIBURTON CO
-$21.3M
29,142
-96%
增持
IEMG
ISHARES INC
+$18.9M
389,680
+6817%
增持
AMZN
AMAZON COM INC
+$17.4M
536,169
+5%
增持
NVDA
NVIDIA CORPORATION
+$17.1M
112,031
+3%
增持
JPM
JPMORGAN CHASE & CO
+$14.9M
513,349
+12%
增持
SLB
SCHLUMBERGER LTD
+$14.2M
692,515
+72%
增持
VB
VANGUARD INDEX FDS
+$13.2M
69,235
+2252%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.2M
611,575
+48%
增持
GOOG
ALPHABET INC
+$11.0M
604,650
+1%
增持
WMB
WILLIAMS COS INC
+$9.8M
2,099,334
+7%
增持
BX
BLACKSTONE INC
+$9.0M
325,132
+35%
增持
ISRG
INTUITIVE SURGICAL INC
+$8.8M
93,144
+3%
减持
PAYX
PAYCHEX INC
-$8.7M
208,230
-25%
减持
SCCO
SOUTHERN COPPER CORP
-$7.8M
264,697
-25%
增持
AMAT
APPLIED MATLS INC
+$7.4M
295,656
+3%
增持
—
ACCENTURE PLC IRELAND
+$7.2M
216,166
+4%
增持
WSO
WATSCO INC
+$7.1M
100,987
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.5M
155,320
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$6.3M
405,802
+14%
增持
DVN
DEVON ENERGY CORP NEW
+$5.9M
755,587
+25%
增持
SO
SOUTHERN CO
+$5.7M
723,814
+12%
增持
ABBV
ABBVIE INC
-$5.6M
369,721
+6%
增持
HON
HONEYWELL INTL INC
+$5.6M
226,828
+5%
增持
HD
HOME DEPOT INC
+$5.4M
107,651
+13%
减持
AVGO
BROADCOM INC
+$5.2M
48,836
-16%
增持
JNJ
JOHNSON & JOHNSON
+$5.0M
273,757
+5%
增持
CCJ
CAMECO CORP
+$4.8M
740,605
+5%
减持
FCX
FREEPORT-MCMORAN INC
-$4.8M
685,084
-13%
增持
—
CRISPR THERAPEUTICS AG
+$4.6M
215,974
+30%
减持
PEP
PEPSICO INC
+$4.2M
1,727,498
-0%
增持
—
NXP SEMICONDUCTORS N V
+$4.1M
164,788
+4%
增持
ECL
ECOLAB INC
+$4.0M
113,845
+9%
减持
GM
GENERAL MTRS CO
-$4.0M
653,071
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.7M
623,418
-10%
增持
SYK
STRYKER CORPORATION
+$3.1M
94,358
+5%
增持
DASH
DOORDASH INC
+$3.1M
143,044
+16%
增持
—
ISHARES TR
+$3.0M
3,030,011
+5%
增持
GIS
GENERAL MLS INC
-$2.6M
330,622
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.6M
105,062
+4%
增持
CSCO
CISCO SYS INC
+$2.5M
695,158
+9%
增持
BCE
BCE INC
+$2.4M
1,205,934
+3%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$2.4M
251,963
+28%
增持
AGNC
AGNC INVT CORP
+$2.4M
1,878,256
+14%
清仓
REM
ISHARES TR
-$2.2M
0
-100%
减持
—
PIONEER NAT RES CO
-$2.2M
156,709
-8%
增持
IBDS
ISHARES TR
+$2.1M
2,549,777
+5%
减持
D
DOMINION ENERGY INC
-$2.0M
354,801
-2%
增持
AAON
AAON INC
-$1.9M
1,058,372
+0%
增持
TSLA
TESLA INC
+$1.9M
12,894
+81%
增持
IBDU
ISHARES TR
+$1.9M
2,751,226
+5%
减持
JMBS
JANUS DETROIT STR TR
-$1.8M
1,183,332
-1%
增持
WM
WASTE MGMT INC DEL
+$1.8M
134,399
+2%
增持
IVW
ISHARES TR
+$1.7M
197,172
+4%
增持
V
VISA INC
+$1.7M
129,212
+1%
增持
CVX
CHEVRON CORP NEW
-$1.7M
469,897
+1%
增持
KR
KROGER CO
-$1.6M
732,127
+0%
增持
DOW
DOW INC
+$1.6M
489,054
+10%
减持
IJH
ISHARES TR
+$1.6M
152,126
-0%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.6M
1,559,716
-1%
增持
DHR
DANAHER CORPORATION
+$1.4M
216,755
+8%
增持
HP
HELMERICH & PAYNE INC
+$1.4M
123,018
+48%
增持
IBDT
ISHARES TR
+$1.4M
1,911,164
+5%
增持
BN
BROOKFIELD CORP
+$1.3M
632,748
+3%
增持
PFE
PFIZER INC
+$1.3M
902,705
+16%
增持
—
UNILEVER PLC
+$1.3M
552,664
+4%
减持
ARLP
ALLIANCE RESOURCE PARTNERS L
-$1.1M
117,359
-28%
减持
LMT
LOCKHEED MARTIN CORP
-$1.1M
85,669
-0%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$1.0M
196,820
+4%
增持
SPG
SIMON PPTY GROUP INC NEW
+$993.5K
252,149
+0%
增持
RIO
RIO TINTO PLC
-$978.5K
347,107
+3%
增持
—
INTERPUBLIC GROUP COS INC
+$975.0K
611,681
+1%
减持
IBDR
ISHARES TR
-$953.5K
1,410,965
-2%
增持
ORCL
ORACLE CORP
+$947.7K
17,427
+44%
增持
SCHF
SCHWAB STRATEGIC TR
+$941.0K
694,953
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$915.9K
85,457
+8%
减持
SPIB
SPDR SER TR
-$870.5K
1,040,643
-1%
增持
ARCC
ARES CAPITAL CORP
+$817.6K
1,018,105
+2%
减持
IEFA
ISHARES TR
-$808.6K
487,564
-3%
减持
IJR
ISHARES TR
+$740.3K
384,897
-1%
减持
—
EATON CORP PLC
+$731.1K
109,671
-12%
减持
USIG
ISHARES TR
-$693.1K
658,028
-1%
增持
GOOGL
ALPHABET INC
+$664.6K
24,487
+12%
增持
VTI
VANGUARD INDEX FDS
+$664.1K
8,620
+42%
增持
ABNB
AIRBNB INC
+$601.4K
88,650
+2%
增持
META
META PLATFORMS INC
+$595.6K
5,929
+14%
建仓
—
ARCH CAP GROUP LTD
+$589.7K
7,879
建仓
MINT
PIMCO ETF TR
+$587.6K
5,890
增持
KO
COCA COLA CO
-$582.4K
704,850
+2%
增持
LLY
LILLY ELI & CO
+$553.1K
3,278
+14%
减持
QQQ
INVESCO QQQ TR
+$428.4K
9,148
-1%
增持
COP
CONOCOPHILLIPS
+$421.3K
53,444
+4%
增持
—
LAM RESEARCH CORP
+$391.0K
2,948
+4%
减持
SDY
SPDR SER TR
-$373.0K
9,188
-24%
增持
ABT
ABBOTT LABS
+$354.7K
32,919
+3%
增持
VGT
VANGUARD WORLD FDS
+$320.2K
5,594
+0%
增持
TXN
TEXAS INSTRS INC
-$312.9K
197,853
+2%
增持
MCD
MCDONALDS CORP
+$298.9K
6,707
+10%
增持
ET
ENERGY TRANSFER L P
+$276.0K
96,328
+27%
建仓
NRP
NATURAL RESOURCE PARTNERS L
+$263.7K
5,000
建仓
DAL
DELTA AIR LINES INC DEL
+$251.3K
5,286
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$246.6K
2,444
增持
BKR
BAKER HUGHES COMPANY
+$242.8K
19,031
+53%
清仓
JAKK
JAKKS PAC INC
-$242.2K
0
-100%
建仓
F
FORD MTR CO DEL
+$241.8K
15,981
建仓
FDS
FACTSET RESH SYS INC
+$241.6K
603
建仓
VTEB
VANGUARD MUN BD FDS
+$238.8K
4,755
建仓
BIIB
BIOGEN INC
+$238.4K
837
增持
BA
BOEING CO
+$238.2K
8,807
+15%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$234.7K
480
增持
XLK
SELECT SECTOR SPDR TR
+$229.9K
9,541
+1%
建仓
FNDX
SCHWAB STRATEGIC TR
+$228.2K
3,963
增持
IVV
ISHARES TR
+$226.2K
2,197
+20%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$221.6K
232
建仓
SCHA
SCHWAB STRATEGIC TR
+$219.9K
5,021
建仓
DE
DEERE & CO
+$215.6K
532
减持
WMT
WALMART INC
+$213.4K
22,746
-0%
建仓
ESGU
ISHARES TR
+$212.7K
2,182
建仓
SYY
SYSCO CORP
+$210.7K
2,840
建仓
XLF
SELECT SECTOR SPDR TR
+$208.8K
6,193
建仓
CNK
CINEMARK HLDGS INC
+$208.7K
12,647
清仓
IWS
ISHARES TR
-$207.7K
0
-100%
清仓
PICK
ISHARES INC
-$206.3K
0
-100%
建仓
—
HESS CORP
+$204.3K
1,503
减持
SPHY
SPDR SER TR
-$204.2K
1,054,346
-0%
建仓
PANW
PALO ALTO NETWORKS INC
+$203.9K
798
建仓
MDLZ
MONDELEZ INTL INC
+$203.4K
2,789
建仓
—
ASML HOLDING N V
+$202.9K
280
清仓
NKE
NIKE INC
-$200.9K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$188.3K
7,469
+31%
减持
OKE
ONEOK INC NEW
-$186.7K
73,652
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$174.7K
7,340
-35%
增持
—
EXXON MOBIL CORP
+$172.8K
625,286
+3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$169.3K
16,064
+12%
增持
SHOP
SHOPIFY INC
+$166.4K
8,730
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$165.6K
13,928
+79%
增持
AXP
AMERICAN EXPRESS CO
+$163.6K
2,102
+71%
减持
PG
PROCTER AND GAMBLE CO
+$161.2K
304,654
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$158.7K
36,403
+1%
增持
PDS
PRECISION DRILLING CORP
+$157.4K
18,100
+28%
增持
SCHD
SCHWAB STRATEGIC TR
+$155.3K
12,899
+21%
减持
—
BLACKROCK INC
+$153.2K
51,238
-3%
减持
T
AT&T INC
-$149.6K
23,354
-14%
增持
VV
VANGUARD INDEX FDS
+$142.2K
4,814
+8%
增持
NFLX
NETFLIX INC
+$139.6K
1,309
+3%
增持
MS
MORGAN STANLEY
+$136.3K
4,957
+52%
