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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 77
减持 38
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
AAON
AAON INC
-$98.2M
38,167
-96%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$58.5M
1,201,131
+550%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.5M
271,410
+5743%
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
MS
MORGAN STANLEY
+$33.2M
411,802
+8207%
减持
IEFA
ISHARES TR
-$32.7M
3,946
-99%
减持
PFE
PFIZER INC
-$32.5M
19,178
-98%
建仓
CEG
CONSTELLATION ENERGY CORP
+$31.0M
284,128
增持
PEP
PEPSICO INC
-$25.9M
1,735,643
+0%
减持
GM
GENERAL MTRS CO
-$24.9M
7,627
-99%
增持
IVW
ISHARES TR
+$23.4M
544,486
+176%
减持
IEMG
ISHARES INC
-$19.0M
4,348
-99%
清仓
D
DOMINION ENERGY INC
-$18.4M
0
-100%
减持
IJH
ISHARES TR
-$14.6M
101,155
-34%
增持
SCHC
SCHWAB STRATEGIC TR
+$13.8M
1,155,496
+66%
增持
AAPL
APPLE INC
-$13.2M
673,278
+2%
减持
IJR
ISHARES TR
-$13.1M
267,795
-30%
减持
VB
VANGUARD INDEX FDS
-$13.1M
3,772
-95%
减持
VYM
VANGUARD WHITEHALL FDS
-$12.6M
252,274
-31%
减持
SPHY
SPDR SER TR
-$12.6M
513,312
-51%
增持
SCHF
SCHWAB STRATEGIC TR
+$12.3M
1,090,461
+57%
增持
CVX
CHEVRON CORP NEW
+$11.3M
505,255
+8%
增持
GOOG
ALPHABET INC
+$9.7M
628,100
+4%
增持
—
EXXON MOBIL CORP
+$9.2M
649,020
+4%
减持
BCE
BCE INC
-$9.2M
1,199,991
-0%
增持
SLB
SCHLUMBERGER LTD
+$8.3M
725,688
+5%
减持
—
INTERPUBLIC GROUP COS INC
-$8.1M
539,614
-12%
增持
NVO
NOVO-NORDISK A S
+$7.7M
88,696
+3783%
增持
MSFT
MICROSOFT CORP
-$7.6M
467,124
+3%
减持
WSO
WATSCO INC
-$6.6M
84,631
-16%
增持
ABBV
ABBVIE INC
+$6.5M
377,645
+2%
减持
—
EATON CORP PLC
-$5.6M
77,233
-30%
增持
—
PIONEER NAT RES CO
+$5.2M
164,178
+5%
增持
BX
BLACKSTONE INC
+$5.2M
330,716
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.6M
718,146
+17%
增持
BN
BROOKFIELD CORP
+$4.1M
811,512
+28%
增持
TXN
TEXAS INSTRS INC
-$4.0M
198,645
+0%
增持
DHR
DANAHER CORPORATION
+$3.8M
224,862
+4%
增持
LMT
LOCKHEED MARTIN CORP
-$3.5M
87,897
+3%
增持
GIS
GENERAL MLS INC
-$3.4M
343,281
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$3.3M
128,466
-2%
增持
WMB
WILLIAMS COS INC
+$3.3M
2,131,602
+2%
减持
JMBS
JANUS DETROIT STR TR
-$3.3M
1,172,283
-1%
增持
HON
HONEYWELL INTL INC
-$3.3M
237,114
+5%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$3.3M
252,100
+0%
增持
SO
SOUTHERN CO
-$2.9M
740,522
+2%
增持
CSCO
CISCO SYS INC
+$2.9M
723,350
+4%
增持
KO
COCA COLA CO
-$2.9M
706,746
+0%
增持
JPM
JPMORGAN CHASE & CO
+$2.8M
534,393
+4%
增持
TOTL
SSGA ACTIVE ETF TR
-$2.7M
1,566,751
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.4M
641,118
+3%
增持
—
ISHARES TR
+$2.4M
3,129,767
+3%
增持
IBDS
ISHARES TR
+$2.4M
2,689,592
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
157,828
+2%
减持
AVGO
BROADCOM INC
-$2.3M
48,216
-1%
减持
COP
CONOCOPHILLIPS
-$2.3M
27,077
-49%
减持
KR
KROGER CO
-$2.2M
719,345
-2%
增持
ISRG
INTUITIVE SURGICAL INC
-$2.1M
101,839
+9%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
104,057
-1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$1.9M
251,805
-0%
减持
—
UNILEVER PLC
-$1.8M
546,152
-1%
增持
WM
WASTE MGMT INC DEL
-$1.8M
141,200
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$1.7M
418,607
+3%
减持
USIG
ISHARES TR
-$1.7M
650,080
-1%
增持
SYK
STRYKER CORPORATION
-$1.7M
99,192
+5%
增持
ABNB
AIRBNB INC
+$1.6M
94,714
+7%
增持
—
CRISPR THERAPEUTICS AG
-$1.6M
231,925
+7%
增持
PAYX
PAYCHEX INC
+$1.5M
214,658
+3%
增持
—
BLACKROCK INC
-$1.4M
52,649
+3%
建仓
VLTO
VERALTO CORP
+$1.3M
15,934
减持
SPIB
SPDR SER TR
-$1.3M
1,019,682
-2%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$1.3M
211,359
+7%
增持
ARCC
ARES CAPITAL CORP
+$1.3M
1,050,207
+3%
增持
AGNC
AGNC INVT CORP
-$1.2M
1,892,309
+1%
增持
DASH
DOORDASH INC
+$1.0M
150,766
+5%
增持
SCCO
SOUTHERN COPPER CORP
+$1.0M
266,054
+1%
增持
V
VISA INC
+$1.0M
137,909
+7%
增持
IBDU
ISHARES TR
+$991.8K
2,865,609
+4%
减持
NVDA
NVIDIA CORPORATION
-$979.7K
106,696
-5%
增持
AMZN
AMAZON COM INC
+$927.8K
557,134
+4%
减持
IBDR
ISHARES TR
-$902.5K
1,380,451
-2%
增持
IBDT
ISHARES TR
+$840.4K
1,983,518
+4%
增持
VNQ
VANGUARD INDEX FDS
-$822.4K
132,905
+2%
增持
META
META PLATFORMS INC
+$747.4K
8,157
+38%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$665.1K
89,402
+5%
增持
—
NXP SEMICONDUCTORS N V
+$611.7K
171,771
+4%
清仓
MINT
PIMCO ETF TR
-$587.6K
0
-100%
增持
TSLA
TESLA INC
+$568.9K
15,763
+22%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$567.0K
20,595
-17%
增持
—
ACCENTURE PLC IRELAND
+$547.4K
218,983
+1%
增持
GOOGL
ALPHABET INC
+$547.3K
26,581
+9%
减持
PDS
PRECISION DRILLING CORP
-$546.8K
5,000
-72%
增持
SPEM
SPDR INDEX SHS FDS
+$544.6K
63,277
+38%
增持
JNJ
JOHNSON & JOHNSON
+$526.7K
294,312
+8%
减持
DVN
DEVON ENERGY CORP NEW
-$488.7K
755,479
-0%
减持
HP
HELMERICH & PAYNE INC
-$421.9K
93,432
-24%
增持
RTX
RTX CORPORATION
-$400.8K
16,296
+1%
增持
ABT
ABBOTT LABS
-$395.1K
32,976
+0%
增持
COST
COSTCO WHSL CORP NEW
+$384.5K
2,794
+26%
清仓
AXP
AMERICAN EXPRESS CO
-$366.2K
0
-100%
减持
MCD
MCDONALDS CORP
-$361.2K
6,226
-7%
清仓
OPK
OPKO HEALTH INC
-$357.2K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$351.3K
1,290
减持
PSX
PHILLIPS 66
+$346.9K
14,946
-2%
建仓
MELI
MERCADOLIBRE INC
+$344.9K
272
增持
PG
PROCTER AND GAMBLE CO
-$334.9K
314,639
+3%
建仓
IXUS
ISHARES TR
+$330.4K
5,508
建仓
—
ACTIVISION BLIZZARD INC
+$323.6K
3,456
清仓
APA
APA CORPORATION
-$316.5K
0
-100%
增持
RIO
RIO TINTO PLC
+$308.1K
353,040
+2%
减持
IMTM
ISHARES TR
-$307.6K
99,411
-4%
增持
IVV
ISHARES TR
+$305.0K
2,990
+36%
增持
LLY
ELI LILLY & CO
+$281.5K
3,386
+3%
减持
IVLU
ISHARES TR
-$279.7K
135,858
-7%
减持
BA
BOEING CO
-$278.1K
8,251
-6%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$268.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$267.4K
7,681
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$263.8K
281,870
+1%
清仓
NRP
NATURAL RESOURCE PARTNERS L
-$263.7K
0
-100%
建仓
AGG
ISHARES TR
+$263.3K
2,800
清仓
DAL
DELTA AIR LINES INC DEL
-$251.3K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$246.6K
0
-100%
清仓
F
FORD MTR CO DEL
-$241.8K
0
-100%
清仓
FDS
FACTSET RESH SYS INC
-$241.6K
0
-100%
增持
DOW
DOW INC
-$239.6K
500,531
+2%
清仓
VTEB
VANGUARD MUN BD FDS
-$238.8K
0
-100%
清仓
BIIB
BIOGEN INC
-$238.4K
0
-100%
增持
OKE
ONEOK INC NEW
+$234.6K
75,366
+2%
建仓
NVS
NOVARTIS AG
+$234.4K
2,301
清仓
UPS
UNITED PARCEL SERVICE INC
-$229.8K
0
-100%
建仓
INTU
INTUIT
+$222.8K
436
清仓
XBI
SPDR SER TR
-$222.4K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$221.6K
0
-100%
建仓
IWB
ISHARES TR
+$221.2K
942
清仓
SCHA
SCHWAB STRATEGIC TR
-$219.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$218.3K
11,481
-11%
清仓
DE
DEERE & CO
-$215.6K
0
-100%
清仓
VRSN
VERISIGN INC
-$213.1K
0
-100%
清仓
SYY
SYSCO CORP
-$210.7K
0
-100%
清仓
CNK
CINEMARK HLDGS INC
-$208.7K
0
-100%
增持
CAT
CATERPILLAR INC
+$206.8K
3,056
+20%
建仓
SNPS
SYNOPSYS INC
+$206.2K
449
增持
YUM
YUM BRANDS INC
-$204.0K
20,261
+3%
建仓
SLV
ISHARES SILVER TR
+$203.5K
10,006
清仓
MDLZ
MONDELEZ INTL INC
-$203.4K
0
-100%
清仓
—
ASML HOLDING N V
-$202.9K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$201.8K
12,883
-13%
增持
SCHX
SCHWAB STRATEGIC TR
+$197.7K
34,417
+17%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$197.5K
102,229
+1%
增持
VOO
VANGUARD INDEX FDS
+$193.9K
3,630
+20%
增持
FCX
FREEPORT-MCMORAN INC
-$189.5K
729,790
+7%
