小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 69
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$34.7M
606,485
+5763%
减持
PEP
PEPSICO INC
-$32.3M
1,760,992
-0%
清仓
MBB
ISHARES TR
-$32.2M
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。
减持
DVN
DEVON ENERGY CORP NEW
-$31.1M
24,316
-97%
建仓
ENB
ENBRIDGE INC
+$30.1M
710,346
减持
IEFA
ISHARES TR
-$29.0M
5,350
-99%
建仓
SPSB
SPDR SER TR
+$28.7M
959,994
减持
CEG
CONSTELLATION ENERGY CORP
-$24.7M
231,534
-21%
增持
AMZN
AMAZON COM INC
+$24.4M
690,864
+1%
减持
WMB
WILLIAMS COS INC
+$19.2M
2,302,033
-0%
建仓
IONQ
IONQ INC
+$19.0M
454,304
增持
NVDA
NVIDIA CORPORATION
+$16.0M
1,139,347
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$15.1M
489,783
+1%
增持
EQT
EQT CORP
+$15.0M
903,826
+28%
增持
AAPL
APPLE INC
+$14.6M
710,783
+1%
增持
DASH
DOORDASH INC
+$13.1M
251,397
+23%
增持
GOOG
ALPHABET INC
+$12.9M
501,016
+2%
减持
DHR
DANAHER CORPORATION
-$12.1M
205,865
-4%
增持
MS
MORGAN STANLEY
+$11.3M
491,786
+1%
减持
AVGO
BROADCOM INC
+$11.3M
190,433
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$10.0M
99,494
-0%
增持
AMAT
APPLIED MATLS INC
-$9.9M
288,151
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$9.6M
93,609
-1%
增持
DOW
DOW INC
-$9.6M
694,815
+1%
减持
FCX
FREEPORT-MCMORAN INC
-$9.4M
782,295
-0%
清仓
RWR
SPDR SER TR
-$9.4M
0
-100%
增持
CCJ
CAMECO CORP
+$9.3M
943,296
+15%
增持
SE
SEA LTD
+$9.2M
256,722
+35%
增持
UBER
UBER TECHNOLOGIES INC
-$6.8M
515,240
+2%
减持
TOTL
SSGA ACTIVE ETF TR
-$6.5M
1,408,361
-6%
增持
SCCO
SOUTHERN COPPER CORP
-$6.4M
265,725
+1%
减持
V
VISA INC
+$6.3M
158,114
-0%
增持
—
EXXON MOBIL CORP
-$6.3M
707,031
+1%
减持
JMBS
JANUS DETROIT STR TR
-$5.7M
1,077,299
-6%
增持
ABBV
ABBVIE INC
-$5.6M
335,011
+2%
增持
SO
SOUTHERN CO
-$5.6M
890,267
+2%
减持
SPIB
SPDR SER TR
-$5.2M
1,815,946
-5%
增持
KO
COCA COLA CO
-$5.1M
557,237
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.9M
129,751
+1%
增持
BCE
BCE INC
-$4.8M
562,433
+10%
增持
CSCO
CISCO SYS INC
+$4.8M
736,011
+1%
增持
—
UNILEVER PLC
-$4.8M
608,887
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.6M
872,987
+8%
减持
PFE
PFIZER INC
-$4.6M
1,396,440
-3%
减持
HON
HONEYWELL INTL INC
+$4.6M
262,323
-1%
减持
TXN
TEXAS INSTRS INC
-$4.4M
206,875
-1%
增持
MELI
MERCADOLIBRE INC
-$4.3M
14,024
+2%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$4.2M
0
-100%
减持
BX
BLACKSTONE INC
+$4.0M
221,797
-1%
增持
IBDS
ISHARES TR
+$3.9M
3,724,293
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
140,339
+8%
增持
QQQ
INVESCO QQQ TR
+$3.7M
17,216
+66%
增持
MSFT
MICROSOFT CORP
-$3.7M
515,075
+0%
增持
SCHF
SCHWAB STRATEGIC TR
-$3.7M
1,895,202
+101%
增持
PANW
PALO ALTO NETWORKS INC
+$3.6M
198,474
+108%
增持
GIS
GENERAL MLS INC
-$3.5M
439,266
+3%
减持
BN
BROOKFIELD CORP
+$3.3M
774,867
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.2M
755,409
-1%
增持
IBDR
ISHARES TR
+$2.8M
2,218,999
+6%
增持
IBDU
ISHARES TR
+$2.7M
3,885,780
+6%
减持
—
INTERPUBLIC GROUP COS INC
-$2.6M
640,415
-1%
增持
GLW
CORNING INC
+$2.5M
722,501
+3%
增持
IBDT
ISHARES TR
+$2.5M
2,698,707
+6%
清仓
—
LAM RESEARCH CORP
-$2.4M
0
-100%
增持
ARCC
ARES CAPITAL CORP
+$2.3M
1,481,732
+3%
增持
VLTO
VERALTO CORP
-$2.2M
331,873
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$2.2M
320,236
+2%
建仓
LRCX
LAM RESEARCH CORP
+$2.1M
29,744
减持
HD
HOME DEPOT INC
-$2.1M
98,607
-1%
减持
IMTM
ISHARES TR
-$2.1M
19,823
-71%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
107,741
+1%
增持
PAYX
PAYCHEX INC
+$2.0M
275,700
+1%
减持
IEMG
ISHARES INC
-$2.0M
330,664
-2%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
41,479
-16%
减持
IVLU
ISHARES TR
-$1.9M
24,835
-72%
增持
—
MEDTRONIC PLC
-$1.9M
332,273
+5%
增持
—
CRISPR THERAPEUTICS AG
-$1.9M
310,270
+3%
减持
CVX
CHEVRON CORP NEW
-$1.9M
567,503
-1%
增持
OKE
ONEOK INC NEW
+$1.8M
78,954
+17%
增持
ABNB
AIRBNB INC
+$1.7M
169,266
+5%
增持
SLB
SCHLUMBERGER LTD
-$1.6M
658,409
+3%
减持
TSLA
TESLA INC
+$1.6M
15,721
-13%
增持
ECL
ECOLAB INC
-$1.6M
141,710
+4%
减持
GEV
GE VERNOVA INC
+$1.5M
169,328
-20%
减持
IJH
ISHARES TR
-$1.5M
376,263
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
1,024,731
+17%
减持
SPEM
SPDR INDEX SHS FDS
-$1.4M
11,993
-73%
增持
IBDV
ISHARES TR
+$1.3M
2,478,139
+6%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.3M
3,091
-76%
增持
EMR
EMERSON ELEC CO
+$1.3M
86,564
+0%
减持
NFLX
NETFLIX INC
+$1.2M
6,693
-0%
减持
WSO
WATSCO INC
-$1.2M
59,288
-0%
减持
NVO
NOVO-NORDISK A S
-$1.1M
65,183
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
22,219
+31%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$1.0M
33,800
清仓
AXON
AXON ENTERPRISE INC
-$1.0M
0
-100%
增持
RIO
RIO TINTO PLC
+$983.9K
410,037
+26%
增持
PRU
PRUDENTIAL FINL INC
+$857.3K
262,238
+5%
增持
ACWI
ISHARES TR
+$856.1K
690,336
+3%
减持
LLY
ELI LILLY & CO
-$849.9K
5,426
-5%
清仓
—
BLACKROCK INC
-$840.0K
0
-100%
建仓
BLK
BLACKROCK INC
+$738.9K
721
增持
COST
COSTCO WHSL CORP NEW
+$733.0K
3,962
+21%
建仓
MARA
MARA HOLDINGS INC
+$698.5K
41,653
增持
WMT
WALMART INC
+$624.5K
61,904
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$611.1K
75,974
+14%
建仓
FXI
ISHARES TR
+$608.8K
20,000
减持
ARCB
ARCBEST CORP
-$561.0K
3,000
-61%
建仓
—
UNITED STATES STL CORP NEW
+$537.0K
15,800
增持
SYK
STRYKER CORPORATION
+$531.7K
145,977
+1%
减持
AFL
AFLAC INC
-$512.7K
2,181
-67%
增持
VOO
VANGUARD INDEX FDS
+$479.2K
5,197
+18%
清仓
—
MARATHON OIL CORP
-$475.2K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$448.1K
116,768
+251%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$436.2K
8,222
增持
GLD
SPDR GOLD TR
+$432.5K
3,603
+99%
减持
UPS
UNITED PARCEL SERVICE INC
-$421.2K
6,614
-28%
减持
IVW
ISHARES TR
-$406.3K
404,076
-7%
增持
VTI
VANGUARD INDEX FDS
+$398.3K
8,627
+16%
增持
COP
CONOCOPHILLIPS
+$392.9K
32,366
+21%
减持
AVAV
AEROVIRONMENT INC
-$386.3K
5,707
-10%
减持
GD
GENERAL DYNAMICS CORP
-$366.0K
4,103
-14%
减持
DFAC
DIMENSIONAL ETF TRUST
-$360.2K
20,036
-35%
增持
PG
PROCTER AND GAMBLE CO
-$356.6K
322,979
+3%
清仓
—
ASTRAZENECA PLC
-$345.6K
0
-100%
建仓
AMLP
ALPS ETF TR
+$340.4K
7,068
增持
—
ACCENTURE PLC IRELAND
+$336.7K
277,853
+1%
增持
MSTR
MICROSTRATEGY INC
+$327.0K
2,340
+13%
建仓
FANG
DIAMONDBACK ENERGY INC
+$316.0K
1,929
增持
IJR
ISHARES TR
+$315.1K
122,168
+4%
增持
VGT
VANGUARD WORLD FD
+$312.1K
6,224
+3%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$304.6K
0
-100%
减持
CVS
CVS HEALTH CORP
-$304.4K
15,225
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$289.3K
3,398
+55%
建仓
DOV
DOVER CORP
+$289.3K
1,542
建仓
ANET
ARISTA NETWORKS INC
+$283.0K
2,560
减持
YUM
YUM BRANDS INC
-$281.6K
19,418
-6%
减持
EW
EDWARDS LIFESCIENCES CORP
-$274.8K
5,932
-45%
减持
SCHW
SCHWAB CHARLES CORP
+$271.2K
29,845
-0%
建仓
MSCI
MSCI INC
+$269.3K
449
减持
GOOGL
ALPHABET INC
+$269.1K
26,323
-7%
建仓
CRM
SALESFORCE INC
+$262.8K
786
清仓
—
ISHARES TR
-$261.1K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$257.2K
0
-100%
建仓
SOUN
SOUNDHOUND AI INC
+$247.2K
12,460
清仓
—
ARISTA NETWORKS INC
-$245.6K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$245.5K
3,636
建仓
TMUS
T-MOBILE US INC
+$241.6K
1,095
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$234.7K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$223.5K
3,780
