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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 9
增持 69
减持 57
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
—
BLACKROCK INC
-$51.7M
885
-99%
减持
—
NXP SEMICONDUCTORS N V
-$50.0M
1,072
-99%
减持
GOOG
ALPHABET INC
-$38.6M
493,402
-25%
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
PANW
PALO ALTO NETWORKS INC
+$32.2M
95,217
+9144%
建仓
PRU
PRUDENTIAL FINL INC
+$30.2M
249,594
增持
MELI
MERCADOLIBRE INC
+$27.7M
13,698
+5336%
建仓
EQT
EQT CORP
+$25.8M
703,899
增持
—
ACCENTURE PLC IRELAND
+$25.7M
275,572
+17%
减持
AMAT
APPLIED MATLS INC
-$24.6M
280,954
-19%
增持
CEG
CONSTELLATION ENERGY CORP
+$24.2M
294,282
+13%
减持
SLB
SCHLUMBERGER LTD
-$20.4M
640,775
-36%
减持
CVX
CHEVRON CORP NEW
-$20.2M
571,056
-14%
减持
VLO
VALERO ENERGY CORP
-$19.9M
9,656
-93%
增持
AAPL
APPLE INC
+$19.2M
701,458
+2%
增持
GEV
GE VERNOVA INC
+$18.5M
212,381
+2%
建仓
SE
SEA LTD
+$18.0M
190,854
清仓
PCAR
PACCAR INC
-$16.7M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.6M
129,969
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.0M
280,720
+1%
增持
VLTO
VERALTO CORP
+$13.0M
321,679
+34%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$13.0M
34,581
-93%
增持
SO
SOUTHERN CO
+$12.3M
874,884
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$12.1M
94,229
+2%
减持
OKE
ONEOK INC NEW
-$11.9M
67,376
-70%
减持
JPM
JPMORGAN CHASE & CO.
-$11.3M
485,250
-14%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$10.9M
811,749
+34%
增持
SPG
SIMON PPTY GROUP INC NEW
+$10.7M
313,477
+13%
增持
PEP
PEPSICO INC
+$10.3M
1,764,545
+0%
增持
AVGO
BROADCOM INC
-$10.3M
190,648
+609%
增持
BN
BROOKFIELD CORP
+$9.8M
775,293
+3%
减持
DVN
DEVON ENERGY CORP NEW
-$9.6M
815,311
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.3M
99,921
+5%
减持
COP
CONOCOPHILLIPS
-$8.9M
26,755
-74%
增持
SYK
STRYKER CORPORATION
+$8.9M
144,016
+14%
增持
ISRG
INTUITIVE SURGICAL INC
+$8.8M
127,893
+5%
清仓
MPLX
MPLX LP
-$8.7M
0
-100%
减持
BX
BLACKSTONE INC
-$8.2M
223,521
-35%
增持
CCJ
CAMECO CORP
+$7.9M
820,996
+29%
增持
DASH
DOORDASH INC
+$7.9M
203,778
+5%
增持
PAYX
PAYCHEX INC
+$7.5M
272,993
+11%
增持
IBDU
ISHARES TR
+$7.3M
3,653,378
+5%
增持
IBDS
ISHARES TR
+$7.1M
3,501,687
+6%
减持
BCE
BCE INC
-$7.0M
513,436
-33%
增持
HD
HOME DEPOT INC
+$6.9M
99,927
+2%
增持
ACWI
ISHARES TR
+$6.6M
671,337
+2%
增持
DHR
DANAHER CORPORATION
+$6.4M
213,369
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.3M
840,260
+9%
减持
KO
COCA COLA CO
-$6.1M
553,247
-23%
减持
—
UNILEVER PLC
+$5.9M
605,556
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.5M
66,777
-24%
减持
RIO
RIO TINTO PLC
-$5.5M
325,003
-25%
清仓
ENB
ENBRIDGE INC
-$5.4M
0
-100%
增持
GLW
CORNING INC
+$5.4M
704,380
+3%
增持
IBDT
ISHARES TR
+$5.3M
2,534,638
+6%
增持
GIS
GENERAL MLS INC
+$5.1M
426,832
+2%
减持
ET
ENERGY TRANSFER L P
-$5.0M
61,157
-83%
增持
—
EXXON MOBIL CORP
+$4.9M
702,161
+4%
减持
ABBV
ABBVIE INC
+$4.7M
329,892
-6%
增持
MS
MORGAN STANLEY
+$4.6M
484,821
+3%
增持
—
MEDTRONIC PLC
+$4.5M
316,031
+4%
增持
CSCO
CISCO SYS INC
+$4.2M
728,275
+0%
增持
IBDV
ISHARES TR
+$4.2M
2,327,212
+4%
增持
PG
PROCTER AND GAMBLE CO
+$4.1M
314,689
+3%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$3.7M
0
-100%
增持
AMZN
AMAZON COM INC
-$3.5M
682,670
+1%
减持
WMB
WILLIAMS COS INC
+$3.2M
2,308,703
-4%
增持
IBDR
ISHARES TR
+$3.2M
2,083,621
+5%
增持
ECL
ECOLAB INC
+$3.2M
136,151
+3%
减持
NVO
NOVO-NORDISK A S
-$3.0M
66,892
-24%
增持
MSFT
MICROSOFT CORP
-$3.0M
513,187
+2%
增持
SCCO
SOUTHERN COPPER CORP
+$2.9M
264,267
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$2.9M
504,397
+5%
增持
V
VISA INC
+$2.8M
158,657
+2%
增持
DOW
DOW INC
+$2.8M
685,347
+5%
增持
ABNB
AIRBNB INC
+$2.8M
161,724
+38%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$2.8M
203,775
-34%
增持
PFE
PFIZER INC
+$2.7M
1,439,745
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6M
762,753
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.5M
942,062
-0%
减持
TXN
TEXAS INSTRS INC
+$2.5M
209,028
-0%
增持
SPIB
SPDR SER TR
+$2.3M
1,918,040
+0%
减持
TOTL
SSGA ACTIVE ETF TR
+$2.0M
1,496,678
-1%
减持
BP
BP PLC
-$2.0M
29,442
-64%
增持
NVDA
NVIDIA CORPORATION
-$2.0M
1,128,350
+0%
减持
JMBS
JANUS DETROIT STR TR
+$1.8M
1,141,462
-1%
减持
IEFA
ISHARES TR
+$1.8M
376,125
-1%
减持
IVW
ISHARES TR
-$1.8M
432,711
-7%
增持
—
EATON CORP PLC
+$1.8M
70,491
+2%
增持
META
META PLATFORMS INC
+$1.7M
22,943
+1%
增持
IJR
ISHARES TR
+$1.7M
117,657
+4%
减持
—
INTERPUBLIC GROUP COS INC
+$1.6M
649,951
-0%
减持
WSO
WATSCO INC
+$1.6M
59,476
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
106,516
-3%
清仓
FANG
DIAMONDBACK ENERGY INC
-$1.2M
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$1.2M
785,754
+0%
清仓
BA
BOEING CO
-$1.2M
0
-100%
减持
IEMG
ISHARES INC
+$1.1M
336,029
-1%
减持
RWR
SPDR SER TR
+$1.1M
87,944
-1%
减持
VB
VANGUARD INDEX FDS
+$1.1M
56,943
-0%
增持
ARCC
ARES CAPITAL CORP
+$1.1M
1,440,716
+3%
减持
TSLA
TESLA INC
+$965.6K
18,105
-5%
减持
MBB
ISHARES TR
+$939.8K
336,190
-1%
增持
LLY
ELI LILLY & CO
+$922.6K
5,687
+25%
增持
WMT
WALMART INC
+$912.9K
61,529
+3%
增持
—
CRISPR THERAPEUTICS AG
-$893.4K
300,589
+8%
增持
ORCL
ORACLE CORP
+$833.3K
22,730
+6%
减持
IVLU
ISHARES TR
-$800.5K
87,493
-29%
减持
GOOGL
ALPHABET INC
-$781.7K
28,422
-6%
减持
—
LAM RESEARCH CORP
-$743.1K
2,974
-0%
建仓
AFL
AFLAC INC
+$738.3K
6,604
减持
IMTM
ISHARES TR
-$695.7K
69,348
-23%
增持
NFLX
NETFLIX INC
+$667.1K
6,702
+11%
减持
JNJ
JOHNSON & JOHNSON
+$598.5K
49,188
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$557.6K
1,888
-33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$542.7K
879,486
-9%
清仓
INTC
INTEL CORP
-$512.2K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$502.0K
12,979
-29%
增持
HON
HONEYWELL INTL INC
-$449.4K
264,615
+2%
增持
MCD
MCDONALDS CORP
+$413.4K
6,561
+6%
增持
GE
GE AEROSPACE
+$383.4K
5,490
+34%
减持
RTX
RTX CORPORATION
+$378.4K
19,610
-1%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$373.7K
6,118
减持
SPEM
SPDR INDEX SHS FDS
-$352.9K
43,961
-24%
减持
GS
GOLDMAN SACHS GROUP INC
-$332.3K
405
-66%
减持
IJH
ISHARES TR
-$321.7K
400,116
-7%
建仓
HPQ
HP INC
+$318.0K
8,866
增持
YUM
YUM BRANDS INC
+$314.6K
20,662
+6%
增持
YUMC
YUM CHINA HLDGS INC
+$312.9K
19,710
+6%
清仓
—
SUPER MICRO COMPUTER INC
-$311.4K
0
-100%
减持
ABT
ABBOTT LABS
+$309.9K
32,578
-1%
增持
IVV
ISHARES TR
+$293.4K
3,310
+12%
减持
EW
EDWARDS LIFESCIENCES CORP
-$286.8K
10,819
-0%
建仓
BSV
VANGUARD BD INDEX FDS
+$285.7K
3,631
清仓
SNOW
SNOWFLAKE INC
-$282.3K
0
-100%
清仓
VECO
VEECO INSTRS INC DEL
-$280.3K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$273.1K
29,897
-0%
清仓
FDX
FEDEX CORP
-$265.1K
0
-100%
增持
MMM
3M CO
+$262.4K
7,491
+1%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$261.6K
1,357
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$260.6K
16,985
+16%
减持
BAC
BANK AMERICA CORP
-$259.4K
42,833
-13%
清仓
—
BANK AMERICA CORP
-$257.2K
0
-100%
减持
DIS
DISNEY WALT CO
-$256.0K
9,681
-19%
清仓
DAL
DELTA AIR LINES INC DEL
-$251.7K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$249.5K
4,788
+16%
减持
MU
MICRON TECHNOLOGY INC
-$243.6K
2,373
-36%
清仓
ZS
ZSCALER INC
-$242.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$241.7K
3,268
+5%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$234.7K
3,928
清仓
IGSB
ISHARES TR
-$221.1K
0
-100%
