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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 81
减持 35
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$41.5M
38,727
-64%
减持
IVW
ISHARES TR
-$34.2M
73,565
-82%
建仓
O
REALTY INCOME CORP
+$31.0M
534,512
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
NVDA
NVIDIA CORPORATION
-$31.0M
1,125,828
-1%
增持
IEFA
ISHARES TR
+$27.9M
373,364
+6879%
增持
ACWI
ISHARES TR
+$26.2M
921,895
+34%
减持
MSFT
MICROSOFT CORP
-$24.5M
512,969
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$23.4M
1,000,206
+65%
减持
—
ACCENTURE PLC IRELAND
-$21.1M
245,493
-12%
减持
LMT
LOCKHEED MARTIN CORP
-$19.3M
58,665
-37%
减持
IJH
ISHARES TR
-$19.1M
74,768
-80%
减持
GEV
GE VERNOVA INC
-$18.9M
120,540
-29%
清仓
—
INTERPUBLIC GROUP COS INC
-$17.9M
0
-100%
增持
AAPL
APPLE INC
-$17.7M
721,426
+1%
减持
CCJ
CAMECO CORP
-$17.5M
753,037
-20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$16.7M
1,272,262
+24%
增持
GOOG
ALPHABET INC
-$15.1M
514,165
+3%
减持
AVGO
BROADCOM INC
-$14.8M
175,346
-8%
增持
—
MEDTRONIC PLC
+$14.2M
453,458
+36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.5M
144,763
+3%
增持
WMB
WILLIAMS COS INC
+$13.2M
2,306,410
+0%
增持
AMZN
AMAZON COM INC
-$13.2M
727,334
+5%
增持
ABBV
ABBVIE INC
+$13.1M
346,804
+4%
清仓
BCE
BCE INC
-$13.0M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$13.0M
569,258
+0%
减持
VB
VANGUARD INDEX FDS
-$12.6M
3,687
-93%
减持
CEG
CONSTELLATION ENERGY CORP
-$12.3M
195,752
-15%
减持
DHR
DANAHER CORPORATION
-$12.1M
171,326
-17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.8M
996,176
+32%
增持
SLB
SCHLUMBERGER LTD
+$10.7M
859,197
+30%
增持
SO
SOUTHERN CO
+$10.5M
911,626
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$9.9M
391,692
+22%
增持
IBDU
ISHARES TR
+$9.8M
4,254,989
+10%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.5M
2,252,428
+19%
增持
—
EXXON MOBIL CORP
+$9.0M
715,538
+1%
减持
TXN
TEXAS INSTRS INC
-$9.0M
165,676
-20%
增持
ENB
ENBRIDGE INC
+$8.8M
878,476
+24%
增持
UBER
UBER TECHNOLOGIES INC
+$8.6M
545,239
+6%
增持
IONQ
IONQ INC
-$8.6M
470,266
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$8.4M
1,025,822
+18%
增持
DOW
DOW INC
+$8.4M
1,039,216
+50%
增持
IJR
ISHARES TR
+$8.3M
213,836
+75%
增持
EQT
EQT CORP
+$8.3M
918,274
+2%
增持
IBDS
ISHARES TR
+$7.8M
4,014,148
+8%
增持
SE
SEA LTD
+$7.7M
267,546
+4%
增持
PEP
PEPSICO INC
+$7.7M
1,836,925
+4%
减持
ISRG
INTUITIVE SURGICAL INC
-$7.3M
122,086
-6%
增持
BX
BLACKSTONE INC
-$7.0M
223,591
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$7.0M
507,040
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.9M
221,558
-21%
减持
HD
HOME DEPOT INC
-$6.6M
86,729
-12%
增持
IBDT
ISHARES TR
+$6.5M
2,919,415
+8%
增持
WM
WASTE MGMT INC DEL
+$6.5M
167,027
+5%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.4M
8
增持
KO
COCA COLA CO
+$6.2M
571,404
+3%
增持
MELI
MERCADOLIBRE INC
+$6.1M
15,341
+9%
增持
AMAT
APPLIED MATLS INC
+$5.6M
361,437
+25%
增持
PANW
PALO ALTO NETWORKS INC
+$5.5M
243,684
+23%
增持
IBDV
ISHARES TR
+$5.2M
2,675,727
+8%
增持
ECL
ECOLAB INC
+$4.5M
148,590
+5%
增持
IBDR
ISHARES TR
+$4.1M
2,377,526
+7%
增持
PAYX
PAYCHEX INC
+$4.1M
276,998
+0%
增持
—
EATON CORP PLC
-$3.9M
72,260
+2%
减持
V
VISA INC
-$3.6M
132,241
-16%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$3.5M
133,146
+298%
增持
SYK
STRYKER CORPORATION
+$3.5M
150,529
+3%
增持
BN
BROOKFIELD CORP
-$3.2M
787,786
+2%
增持
CSCO
CISCO SYS INC
+$3.2M
757,973
+3%
增持
HON
HONEYWELL INTL INC
-$3.2M
264,746
+1%
增持
MS
MORGAN STANLEY
-$3.1M
503,118
+2%
减持
NVO
NOVO-NORDISK A S
-$2.9M
22,410
-66%
增持
—
UNILEVER PLC
+$2.6M
624,126
+3%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
331,643
+3%
增持
WSO
WATSCO INC
+$2.4M
59,909
+1%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
22,958
-45%
减持
DASH
DOORDASH INC
+$2.0M
241,444
-4%
增持
TSLA
TESLA INC
-$1.9M
16,995
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
77,077
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
100,324
+1%
减持
—
CRISPR THERAPEUTICS AG
-$1.7M
307,498
-1%
减持
QQQ
INVESCO QQQ TR
-$1.7M
15,044
-13%
增持
ARCC
ARES CAPITAL CORP
+$1.5M
1,530,843
+3%
增持
RIO
RIO TINTO PLC
+$1.4M
425,301
+4%
增持
SCCO
SOUTHERN COPPER CORP
+$1.4M
273,586
+3%
增持
EMR
EMERSON ELEC CO
-$1.2M
86,576
+0%
增持
PFE
PFIZER INC
-$1.2M
1,413,472
+1%
增持
JMBS
JANUS DETROIT STR TR
+$1.1M
1,078,122
+0%
增持
OKE
ONEOK INC NEW
+$1.1M
91,079
+15%
增持
LLY
ELI LILLY & CO
+$1.0M
6,318
+16%
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$949.7K
24,104
增持
GLD
SPDR GOLD TR
+$926.5K
6,243
+73%
清仓
AVAV
AEROVIRONMENT INC
-$878.3K
0
-100%
增持
META
META PLATFORMS INC
+$795.6K
24,237
+8%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$784.8K
935,386
+7%
减持
ORCL
ORACLE CORP
-$779.8K
22,714
-4%
减持
TOTL
SSGA ACTIVE ETF TR
+$772.5K
1,396,074
-1%
清仓
NOVT
NOVANTA INC
-$763.9K
0
-100%
增持
GOOGL
ALPHABET INC
-$693.4K
27,739
+5%
增持
GIS
GENERAL MLS INC
-$693.0K
456,916
+4%
增持
RTX
RTX CORPORATION
+$643.2K
21,697
+13%
增持
ABT
ABBOTT LABS
+$639.4K
32,605
+0%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$625.8K
1,429
清仓
FXI
ISHARES TR
-$608.8K
0
-100%
建仓
APP
APPLOVIN CORP
+$602.3K
2,273
增持
SMCI
SUPER MICRO COMPUTER INC
+$587.6K
47,251
+40%
清仓
—
UNITED STATES STL CORP NEW
-$537.0K
0
-100%
减持
IEMG
ISHARES INC
+$495.9K
329,130
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$484.4K
6,961
+105%
增持
NFLX
NETFLIX INC
+$460.6K
6,891
+3%
建仓
PSA
PUBLIC STORAGE OPER CO
+$446.2K
1,491
建仓
—
H & E EQUIPMENT SERVICES INC
+$445.5K
4,700
增持
PRU
PRUDENTIAL FINL INC
+$443.9K
282,298
+8%
减持
YUM
YUM BRANDS INC
+$440.4K
19,354
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$424.6K
24,941
+12%
减持
VHT
VANGUARD WORLD FD
-$421.3K
1,933
-47%
增持
VGT
VANGUARD WORLD FD
-$412.9K
6,374
+2%
清仓
KR
KROGER CO
-$371.9K
0
-100%
建仓
AFRM
AFFIRM HLDGS INC
+$367.1K
8,123
减持
SPIB
SPDR SER TR
-$348.5K
1,779,239
-2%
建仓
WPC
WP CAREY INC
+$345.4K
5,473
清仓
TER
TERADYNE INC
-$345.1K
0
-100%
减持
CVS
CVS HEALTH CORP
+$325.4K
14,891
-2%
建仓
SCHV
SCHWAB STRATEGIC TR
+$320.8K
12,069
增持
MCD
MCDONALDS CORP
+$301.6K
7,042
+8%
建仓
AEE
AMEREN CORP
+$301.2K
3,000
增持
PM
PHILIP MORRIS INTL INC
+$299.5K
7,126
+3%
清仓
FNDA
SCHWAB STRATEGIC TR
-$293.5K
0
-100%
增持
TTD
THE TRADE DESK INC
-$291.8K
6,911
+21%
减持
XLK
SELECT SECTOR SPDR TR
-$289.1K
10,593
-1%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$288.4K
3,504
减持
SPSB
SPDR SER TR
-$274.9K
943,205
-2%
清仓
HPQ
HP INC
-$271.4K
0
-100%
建仓
OKTA
OKTA INC
+$260.5K
2,476
减持
SCHB
SCHWAB STRATEGIC TR
-$251.9K
83,165
-8%
减持
MCK
MCKESSON CORP
-$251.4K
872
-41%
增持
COST
COSTCO WHSL CORP NEW
+$247.8K
4,101
+4%
减持
VTI
VANGUARD INDEX FDS
-$245.9K
8,202
-5%
清仓
VNQ
VANGUARD INDEX FDS
-$237.8K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$236.7K
1,600
建仓
GILD
GILEAD SCIENCES INC
+$232.9K
2,079
建仓
NVS
NOVARTIS AG
+$230.4K
2,066
清仓
SCHA
SCHWAB STRATEGIC TR
-$224.4K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$223.5K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$223.2K
0
-100%
增持
MMM
3M CO
+$217.0K
8,062
+8%
建仓
SBS
COMPANHIA DE SANEAMENTO BASI
+$214.3K
12,000
清仓
SNPS
SYNOPSYS INC
-$213.6K
0
-100%
建仓
OGS
ONE GAS INC
+$211.5K
2,798
增持
GE
GE AEROSPACE
+$210.9K
5,827
+2%
建仓
MPLX
MPLX LP
+$210.6K
3,935
