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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 29
增持 78
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$115.0M
357,502
+178%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$68.2M
16,540
-99%
减持
—
ISHARES TR
-$35.3M
1,655,380
-47%
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。
建仓
MBB
ISHARES TR
+$33.6M
357,304
增持
SPIB
SPDR SER TR
+$32.8M
1,974,895
+94%
减持
KR
KROGER CO
-$31.8M
7,719
-99%
减持
USIG
ISHARES TR
-$31.0M
5,187
-99%
增持
HON
HONEYWELL INTL INC
+$30.6M
354,804
+50%
增持
MSFT
MICROSOFT CORP
+$29.5M
470,619
+1%
增持
IEFA
ISHARES TR
+$28.3M
405,245
+10170%
增持
JPM
JPMORGAN CHASE & CO
+$26.1M
608,857
+14%
建仓
CMI
CUMMINS INC
+$24.9M
104,000
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$23.6M
473,574
增持
AMZN
AMAZON COM INC
+$23.3M
619,354
+11%
增持
MS
MORGAN STANLEY
+$20.6M
581,837
+41%
建仓
PCAR
PACCAR INC
+$17.8M
182,500
减持
AGNC
AGNC INVT CORP
-$17.7M
18,819
-99%
增持
IEMG
ISHARES INC
+$17.1M
341,575
+7756%
减持
BCE
BCE INC
-$16.6M
742,439
-38%
增持
VLO
VALERO ENERGY CORP
+$16.6M
140,643
+1055%
建仓
GS
GOLDMAN SACHS GROUP INC
+$13.3M
34,495
减持
AAPL
APPLE INC
+$12.9M
665,826
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.7M
310,707
+14%
增持
VB
VANGUARD INDEX FDS
+$12.3M
61,118
+1520%
增持
—
ACCENTURE PLC IRELAND
+$12.0M
225,762
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$11.9M
462,095
+3956%
增持
OKE
ONEOK INC NEW
+$10.9M
223,345
+196%
增持
VZ
VERIZON COMMUNICATIONS INC
+$10.7M
834,271
+30%
增持
—
EXXON MOBIL CORP
-$10.5M
658,548
+1%
减持
AVGO
BROADCOM INC
+$10.3M
45,117
-6%
增持
SPG
SIMON PPTY GROUP INC NEW
+$9.9M
259,978
+3%
增持
BN
BROOKFIELD CORP
+$9.5M
868,857
+7%
增持
AMAT
APPLIED MATLS INC
+$9.5M
322,925
+4%
增持
IBDR
ISHARES TR
+$9.2M
1,733,737
+26%
增持
COP
CONOCOPHILLIPS
+$8.7M
103,178
+281%
减持
—
BLACKROCK INC
+$8.6M
52,534
-0%
建仓
RWR
SPDR SER TR
+$8.4M
88,042
增持
VLTO
VERALTO CORP
+$8.4M
118,067
+641%
增持
SYK
STRYKER CORPORATION
+$8.3M
118,391
+19%
减持
BX
BLACKSTONE INC
+$7.8M
330,211
-0%
增持
RIO
RIO TINTO PLC
+$7.8M
406,393
+15%
增持
WMB
WILLIAMS COS INC
+$7.7M
2,284,189
+7%
减持
NVO
NOVO-NORDISK A S
-$7.5M
5,524
-94%
增持
EMR
EMERSON ELEC CO
+$7.5M
86,231
+821%
增持
UBER
UBER TECHNOLOGIES INC
+$7.2M
429,420
+3%
增持
GOOG
ALPHABET INC
+$7.0M
637,512
+1%
增持
ABBV
ABBVIE INC
+$7.0M
408,543
+8%
增持
CVX
CHEVRON CORP NEW
-$6.5M
527,278
+4%
增持
NVDA
NVIDIA CORPORATION
+$6.5M
106,757
+0%
增持
IBDU
ISHARES TR
+$6.4M
2,996,963
+5%
建仓
WHR
WHIRLPOOL CORP
+$6.4M
52,334
增持
—
NXP SEMICONDUCTORS N V
+$5.9M
175,387
+2%
增持
T
AT&T INC
+$5.9M
372,609
+1687%
建仓
UPS
UNITED PARCEL SERVICE INC
+$5.9M
37,725
建仓
ENB
ENBRIDGE INC
+$5.5M
152,726
增持
—
CRISPR THERAPEUTICS AG
+$5.5M
255,265
+10%
增持
DASH
DOORDASH INC
+$5.3M
174,853
+16%
增持
V
VISA INC
+$5.3M
142,128
+3%
增持
HD
HOME DEPOT INC
+$5.3M
111,809
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.2M
95,143
+6%
增持
ISRG
INTUITIVE SURGICAL INC
+$5.2M
103,546
+2%
增持
IBDS
ISHARES TR
+$5.1M
2,815,867
+5%
增持
ET
ENERGY TRANSFER L P
+$4.7M
420,062
+461%
减持
DHR
DANAHER CORPORATION
-$4.6M
221,103
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$4.6M
747,486
+2%
增持
WSO
WATSCO INC
+$4.6M
85,280
+1%
增持
IBDT
ISHARES TR
+$4.4M
2,073,475
+5%
建仓
DAL
DELTA AIR LINES INC DEL
+$4.2M
105,411
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$4.2M
279,500
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
107,495
+3%
增持
WM
WASTE MGMT INC DEL
+$4.1M
142,831
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$3.9M
87,859
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$3.9M
108,602
+1546%
增持
ECL
ECOLAB INC
+$3.8M
126,214
+0%
增持
SLB
SCHLUMBERGER LTD
-$3.7M
741,263
+2%
增持
BA
BOEING CO
+$3.6M
19,805
+140%
增持
DOW
DOW INC
+$3.4M
532,322
+6%
增持
GE
GENERAL ELECTRIC CO
+$3.3M
29,308
+700%
建仓
CFG
CITIZENS FINL GROUP INC
+$3.3M
100,200
增持
GIS
GENERAL MLS INC
+$3.2M
386,631
+13%
建仓
LNC
LINCOLN NATL CORP IND
+$3.1M
115,000
增持
ARCC
ARES CAPITAL CORP
+$3.1M
1,174,984
+12%
增持
CEG
CONSTELLATION ENERGY CORP
+$3.0M
290,890
+2%
增持
—
INTERPUBLIC GROUP COS INC
+$2.9M
564,010
+5%
建仓
MPLX
MPLX LP
+$2.9M
78,390
减持
SCCO
SOUTHERN COPPER CORP
+$2.8M
265,588
-0%
减持
JMBS
JANUS DETROIT STR TR
+$2.8M
1,168,796
-0%
减持
PG
PROCTER AND GAMBLE CO
-$2.8M
294,191
-6%
减持
CSCO
CISCO SYS INC
-$2.4M
721,900
-0%
增持
—
EATON CORP PLC
+$2.3M
78,142
+1%
增持
CCJ
CAMECO CORP
+$2.2M
591,042
+0%
减持
TOTL
SSGA ACTIVE ETF TR
+$2.1M
1,557,765
-1%
减持
TXN
TEXAS INSTRS INC
+$2.1M
197,441
-1%
建仓
F
FORD MTR CO DEL
+$2.0M
166,640
减持
KO
COCA COLA CO
+$2.0M
705,653
-0%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$2.0M
284,738
+35%
减持
SO
SOUTHERN CO
+$1.9M
711,227
-4%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$1.9M
100,100
建仓
KMI
KINDER MORGAN INC DEL
+$1.8M
102,553
增持
BP
BP PLC
+$1.7M
75,446
+205%
减持
HP
HELMERICH & PAYNE INC
-$1.7M
61,836
-34%
增持
META
META PLATFORMS INC
+$1.6M
11,401
+40%
减持
—
PIONEER NAT RES CO
-$1.6M
160,644
-2%
减持
—
UNILEVER PLC
-$1.5M
526,462
-4%
增持
DVN
DEVON ENERGY CORP NEW
+$1.4M
827,196
+9%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$1.4M
0
-100%
建仓
—
VITAL ENERGY INC
+$1.4M
30,999
减持
IJR
ISHARES TR
+$1.4M
246,316
-8%
增持
PAYX
PAYCHEX INC
+$1.2M
217,861
+1%
增持
PEP
PEPSICO INC
+$1.2M
1,738,552
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
720,255
+0%
增持
FITB
FIFTH THIRD BANCORP
+$1.1M
66,640
+43%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
299,538
+2%
减持
VNQ
VANGUARD INDEX FDS
+$1.0M
125,503
-6%
增持
BAC
BANK AMERICA CORP
+$943.0K
69,694
+36%
建仓
EXC
EXELON CORP
+$905.6K
25,227
增持
TSLA
TESLA INC
+$902.4K
19,505
+24%
减持
IJH
ISHARES TR
+$834.0K
94,018
-7%
建仓
—
SPIRIT AIRLS INC
+$819.5K
50,000
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$758.9K
9,815
减持
IVW
ISHARES TR
+$756.1K
506,123
-7%
增持
QQQ
INVESCO QQQ TR
+$681.3K
9,933
+5%
建仓
AXON
AXON ENTERPRISE INC
+$648.4K
2,510
减持
AAON
AAON INC
+$583.9K
37,288
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$577.3K
1,017,570
-7%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$567.7K
240,369
-5%
建仓
SWK
STANLEY BLACK & DECKER INC
+$545.7K
5,563
增持
LLY
ELI LILLY & CO
+$485.7K
3,953
+17%
减持
—
LAM RESEARCH CORP
+$456.5K
2,948
-0%
增持
INTC
INTEL CORP
+$445.3K
13,103
+119%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$394.5K
1,545
减持
ABT
ABBOTT LABS
+$392.9K
32,585
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$392.3K
28,371
-0%
建仓
—
CARNIVAL CORP
+$381.9K
20,600
增持
GOOGL
ALPHABET INC
+$379.2K
27,615
+4%
建仓
POOL
POOL CORP
+$358.8K
900
增持
VTI
VANGUARD INDEX FDS
+$342.3K
8,320
+8%
清仓
IXUS
ISHARES TR
-$330.4K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$323.6K
0
-100%
减持
VGT
VANGUARD WORLD FDS
+$315.5K
5,575
-3%
建仓
CSX
CSX CORP
+$303.3K
8,749
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$290.9K
155,830
-1%
增持
ABNB
AIRBNB INC
+$272.2K
97,458
+3%
增持
LUV
SOUTHWEST AIRLS CO
+$268.8K
21,242
+67%
清仓
AGG
ISHARES TR
-$263.3K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$262.7K
2,789
-0%
建仓
AXP
AMERICAN EXPRESS CO
+$257.1K
1,372
清仓
GM
GENERAL MTRS CO
-$251.5K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$242.9K
10,697
-3%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$241.2K
2,319
