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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 81
减持 45
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$112.7M
109,345
-69%
增持
NVDA
NVIDIA CORPORATION
+$46.2M
109,679
+3%
减持
JNJ
JOHNSON & JOHNSON
-$36.4M
66,807
-78%
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
—
PIONEER NAT RES CO
-$35.0M
4,253
-97%
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$34.8M
1,917,831
增持
PFE
PFIZER INC
+$31.1M
1,141,083
+5440%
增持
MSFT
MICROSOFT CORP
+$29.3M
490,225
+4%
建仓
—
MEDTRONIC PLC
+$25.7M
295,191
清仓
CMI
CUMMINS INC
-$24.9M
0
-100%
减持
HON
HONEYWELL INTL INC
-$23.3M
249,150
-30%
增持
CVX
CHEVRON CORP NEW
+$23.1M
645,160
+22%
增持
AMZN
AMAZON COM INC
+$21.3M
639,651
+3%
减持
CEG
CONSTELLATION ENERGY CORP
+$19.0M
286,746
-1%
增持
AMAT
APPLIED MATLS INC
+$16.8M
335,218
+4%
增持
SLB
SCHLUMBERGER LTD
+$14.9M
975,217
+32%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$14.5M
0
-100%
减持
AAPL
APPLE INC
-$14.3M
664,097
-0%
增持
WMB
WILLIAMS COS INC
+$13.9M
2,399,303
+5%
减持
IJR
ISHARES TR
-$13.6M
117,958
-52%
增持
—
EXXON MOBIL CORP
+$13.4M
682,067
+4%
减持
GS
GOLDMAN SACHS GROUP INC
-$13.1M
507
-99%
减持
SCHC
SCHWAB STRATEGIC TR
-$13.0M
678,397
-37%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.9M
573,659
+113%
减持
VYM
VANGUARD WHITEHALL FDS
-$12.2M
112,757
-51%
清仓
SPHY
SPDR SER TR
-$11.5M
0
-100%
增持
—
BLACKROCK INC
+$11.4M
64,886
+24%
增持
PEP
PEPSICO INC
+$10.8M
1,748,646
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$10.6M
481,219
+12%
减持
MS
MORGAN STANLEY
-$10.6M
464,066
-20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.2M
156,528
+0%
增持
GOOG
ALPHABET INC
+$9.9M
655,393
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$9.7M
111,931
+8%
增持
DASH
DOORDASH INC
+$8.8M
189,693
+8%
增持
NVO
NOVO-NORDISK A S
+$8.7M
99,938
+1709%
增持
SYK
STRYKER CORPORATION
+$8.5M
122,741
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$8.4M
950,061
+14%
增持
WSO
WATSCO INC
+$7.9M
102,901
+21%
增持
IBDS
ISHARES TR
+$7.2M
3,132,752
+11%
增持
VLTO
VERALTO CORP
+$7.1M
189,545
+61%
减持
UNH
UNITEDHEALTH GROUP INC
-$7.0M
100,228
-7%
减持
JPM
JPMORGAN CHASE & CO
+$6.9M
551,606
-9%
清仓
WHR
WHIRLPOOL CORP
-$6.4M
0
-100%
增持
—
EATON CORP PLC
+$6.0M
79,346
+2%
减持
T
AT&T INC
-$5.9M
18,749
-95%
增持
SCCO
SOUTHERN COPPER CORP
+$5.8M
269,357
+1%
增持
IBDU
ISHARES TR
+$5.8M
3,283,377
+10%
增持
WM
WASTE MGMT INC DEL
+$5.6M
146,465
+3%
增持
PG
PROCTER AND GAMBLE CO
+$5.6M
300,353
+2%
增持
—
ACCENTURE PLC IRELAND
+$5.4M
244,176
+8%
增持
SPG
SIMON PPTY GROUP INC NEW
+$5.2M
270,175
+4%
增持
HD
HOME DEPOT INC
+$5.0M
114,061
+2%
增持
ABNB
AIRBNB INC
+$4.9M
110,175
+13%
减持
VLO
VALERO ENERGY CORP
+$4.8M
135,502
-4%
增持
ECL
ECOLAB INC
+$4.8M
129,268
+2%
增持
DVN
DEVON ENERGY CORP NEW
+$4.8M
842,165
+2%
增持
—
NXP SEMICONDUCTORS N V
+$4.7M
181,489
+3%
增持
IBDT
ISHARES TR
+$4.6M
2,274,962
+10%
增持
META
META PLATFORMS INC
+$4.5M
17,670
+55%
增持
MPLX
MPLX LP
+$4.5M
178,390
+128%
增持
V
VISA INC
+$4.5M
148,818
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.5M
94,591
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$4.4M
10,087
-73%
增持
FCX
FREEPORT-MCMORAN INC
+$4.2M
766,537
+3%
减持
DAL
DELTA AIR LINES INC DEL
-$4.0M
5,286
-95%
减持
XLF
SELECT SECTOR SPDR TR
-$3.8M
6,405
-94%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
750,005
+4%
增持
—
ISHARES TR
+$3.8M
1,803,360
+9%
增持
IBDR
ISHARES TR
+$3.6M
1,886,483
+9%
增持
RIO
RIO TINTO PLC
-$3.4M
421,322
+4%
增持
PAYX
PAYCHEX INC
+$3.4M
238,675
+10%
增持
BCE
BCE INC
-$3.3M
762,571
+3%
清仓
CFG
CITIZENS FINL GROUP INC
-$3.3M
0
-100%
减持
BA
BOEING CO
-$3.3M
9,730
-51%
增持
GIS
GENERAL MLS INC
+$3.1M
404,375
+5%
清仓
LNC
LINCOLN NATL CORP IND
-$3.1M
0
-100%
增持
DOW
DOW INC
+$3.0M
555,950
+4%
减持
GE
GENERAL ELECTRIC CO
-$3.0M
4,171
-86%
增持
ARCC
ARES CAPITAL CORP
+$2.7M
1,258,806
+7%
增持
BN
BROOKFIELD CORP
+$2.6M
893,853
+3%
增持
KO
COCA COLA CO
+$2.4M
718,682
+2%
减持
PCAR
PACCAR INC
+$2.3M
162,500
-11%
减持
IVW
ISHARES TR
+$2.2M
475,760
-6%
减持
OKE
ONEOK INC NEW
+$2.2M
222,532
-0%
清仓
F
FORD MTR CO DEL
-$2.0M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$2.0M
204,780
+4%
增持
—
CRISPR THERAPEUTICS AG
+$2.0M
263,986
+3%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.0M
472,502
-0%
增持
—
UNILEVER PLC
+$2.0M
547,787
+4%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$1.9M
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$1.8M
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$1.8M
0
-100%
增持
SO
SOUTHERN CO
+$1.8M
719,899
+1%
减持
HP
HELMERICH & PAYNE INC
-$1.7M
12,098
-80%
减持
AVGO
BROADCOM INC
-$1.6M
36,758
-19%
增持
CCJ
CAMECO CORP
+$1.5M
623,463
+5%
增持
—
INTERPUBLIC GROUP COS INC
+$1.5M
611,019
+8%
减持
TSLA
TESLA INC
-$1.5M
18,981
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.4M
466,244
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
273,576
-12%
增持
EMR
EMERSON ELEC CO
+$1.4M
86,341
+0%
减持
MBB
ISHARES TR
-$1.3M
349,208
-2%
建仓
ARCB
ARCBEST CORP
+$1.3M
8,969
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
90,236
+3%
建仓
FANG
DIAMONDBACK ENERGY INC
+$1.2M
6,100
增持
LLY
ELI LILLY & CO
+$1.1M
4,419
+12%
减持
COP
CONOCOPHILLIPS
+$1.1M
102,891
-0%
清仓
EXC
EXELON CORP
-$905.6K
0
-100%
减持
TOTL
SSGA ACTIVE ETF TR
-$861.8K
1,544,025
-1%
减持
ET
ENERGY TRANSFER L P
-$825.6K
316,037
-25%
建仓
AOA
ISHARES TR
+$820.6K
11,170
减持
SPIB
SPDR SER TR
-$816.0K
1,958,391
-1%
建仓
AVAV
AEROVIRONMENT INC
+$813.5K
5,307
增持
BX
BLACKSTONE INC
+$804.7K
335,206
+2%
增持
IJH
ISHARES TR
+$800.3K
442,169
+370%
减持
VV
VANGUARD INDEX FDS
-$797.5K
1,236
-75%
减持
VNQ
VANGUARD INDEX FDS
-$795.4K
119,034
-5%
增持
JMBS
JANUS DETROIT STR TR
-$760.9K
1,173,694
+0%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$758.9K
0
-100%
减持
RWR
SPDR SER TR
-$691.2K
81,708
-7%
减持
IEFA
ISHARES TR
-$667.1K
375,127
-7%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$643.4K
204,500
-27%
增持
GOOGL
ALPHABET INC
+$638.8K
29,791
+8%
减持
ABBV
ABBVIE INC
-$612.4K
344,314
-16%
建仓
ITOT
ISHARES TR
+$610.3K
5,294
清仓
VO
VANGUARD INDEX FDS
-$609.9K
0
-100%
增持
WMT
WALMART INC
+$600.5K
70,447
+205%
增持
COST
COSTCO WHSL CORP NEW
+$586.8K
3,314
+19%
增持
—
LAM RESEARCH CORP
+$567.9K
2,961
+0%
减持
FITB
FIFTH THIRD BANCORP
-$562.9K
46,640
-30%
增持
NFLX
NETFLIX INC
+$551.7K
2,183
+37%
清仓
SWK
STANLEY BLACK & DECKER INC
-$545.7K
0
-100%
增持
RTX
RTX CORPORATION
+$529.9K
18,414
+22%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$528.8K
2,880
+86%
建仓
XLE
SELECT SECTOR SPDR TR
+$513.4K
5,438
增持
ORCL
ORACLE CORP
+$502.8K
21,223
+3%
减持
BAC
BANK AMERICA CORP
-$492.4K
48,899
-30%
增持
IVV
ISHARES TR
+$487.9K
2,953
+32%
增持
PSX
PHILLIPS 66
+$472.1K
15,073
+1%
增持
IMTM
ISHARES TR
+$461.2K
91,334
+0%
减持
ARLP
ALLIANCE RESOURCE PARTNERS L
-$449.6K
101,549
-13%
减持
AAON
AAON INC
+$438.6K
36,244
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$422.6K
31,706
+16%
增持
FNDX
SCHWAB STRATEGIC TR
+$422.6K
9,459
+173%
增持
BP
BP PLC
+$411.7K
81,806
+8%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$410.7K
300,653
+6%
增持
VGT
VANGUARD WORLD FD
+$407.4K
5,923
+6%
建仓
IAU
ISHARES GOLD TR
+$392.2K
9,337
清仓
—
CARNIVAL CORP
-$381.9K
0
-100%
增持
DIS
DISNEY WALT CO
+$380.7K
11,730
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$355.1K
10,499
-37%
