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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 92
减持 28
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$69.7M
1,213,694
+8%
增持
MSFT
MICROSOFT CORP
+$68.6M
525,035
+2%
增持
BA
BOEING CO
+$46.4M
222,354
+18680%
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
VGSH
VANGUARD SCOTTSDALE FDS
-$40.2M
314,278
-69%
减持
UNH
UNITEDHEALTH GROUP INC
-$37.7M
8,689
-89%
增持
SPY
SPDR S&P 500 ETF TR
+$37.0M
95,022
+145%
增持
JPM
JPMORGAN CHASE & CO.
+$31.0M
535,819
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$28.5M
507,368
+5574%
减持
IEFA
ISHARES TR
-$27.9M
4,571
-99%
增持
GEV
GE VERNOVA INC
+$27.5M
121,508
+1%
增持
CCJ
CAMECO CORP
+$25.3M
758,767
+1%
增持
CEG
CONSTELLATION ENERGY CORP
+$24.0M
196,637
+0%
增持
AMZN
AMAZON COM INC
+$23.4M
737,324
+1%
增持
TSLA
TESLA INC
+$21.3M
80,933
+376%
增持
AVGO
BROADCOM INC
+$19.3M
176,520
+1%
增持
AMAT
APPLIED MATLS INC
+$18.5M
403,850
+12%
增持
GOOG
ALPHABET INC
+$17.8M
553,043
+8%
减持
IEMG
ISHARES INC
-$17.4M
5,225
-98%
增持
SPEM
SPDR INDEX SHS FDS
+$17.3M
416,459
+3503%
增持
PEP
PEPSICO INC
+$16.2M
2,208,894
+20%
减持
DASH
DOORDASH INC
+$15.0M
239,941
-1%
增持
FCX
FREEPORT-MCMORAN INC
+$13.3M
997,705
+26%
增持
ACWI
ISHARES TR
+$12.9M
934,498
+1%
增持
HON
HONEYWELL INTL INC
+$12.5M
294,452
+11%
增持
MELI
MERCADOLIBRE INC
+$12.3M
16,140
+5%
增持
MS
MORGAN STANLEY
+$12.2M
503,461
+0%
增持
CVX
CHEVRON CORP NEW
-$12.1M
580,675
+2%
增持
AAPL
APPLE INC
-$11.9M
723,018
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.8M
223,692
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$10.8M
256,105
+5%
减持
—
CRISPR THERAPEUTICS AG
-$10.1M
6,992
-98%
增持
TXN
TEXAS INSTRS INC
+$10.0M
191,532
+16%
减持
DOW
DOW INC
-$10.0M
993,347
-4%
增持
KO
COCA COLA CO
+$9.8M
716,741
+25%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$9.3M
100,222
-0%
增持
BN
BROOKFIELD CORP
+$8.9M
811,748
+3%
增持
SE
SEA LTD
+$8.9M
273,724
+2%
增持
ABBV
ABBVIE INC
-$8.2M
347,100
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$7.3M
2,346,247
+4%
减持
SLB
SCHLUMBERGER LTD
-$7.3M
847,561
-1%
增持
CSCO
CISCO SYS INC
+$7.0M
774,928
+2%
增持
—
EATON CORP PLC
+$6.8M
73,996
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$6.2M
359,143
-34%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.2M
122,693
+0%
减持
WMB
WILLIAMS COS INC
+$6.1M
2,291,868
-1%
增持
EQT
EQT CORP
+$5.9M
942,285
+3%
增持
IBDU
ISHARES TR
+$5.7M
4,464,603
+5%
增持
—
EXXON MOBIL CORP
-$5.6M
737,381
+3%
增持
GLW
CORNING INC
+$5.3M
756,668
+0%
增持
SYK
STRYKER CORPORATION
+$5.3M
155,031
+3%
增持
IBDS
ISHARES TR
+$5.2M
4,212,231
+5%
减持
IONQ
IONQ INC
+$4.9M
355,535
-24%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.8M
1,009,063
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.8M
148,885
+3%
增持
META
META PLATFORMS INC
+$4.2M
24,578
+1%
增持
IBDT
ISHARES TR
+$4.2M
3,064,481
+5%
减持
—
ACCENTURE PLC IRELAND
-$3.8M
243,670
-1%
增持
IBDV
ISHARES TR
+$3.7M
2,813,280
+5%
增持
WSO
WATSCO INC
-$3.7M
60,546
+1%
增持
ECL
ECOLAB INC
+$3.6M
153,291
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.6M
956,848
+2%
增持
VB
VANGUARD INDEX FDS
+$3.4M
17,814
+383%
增持
ABNB
AIRBNB INC
+$3.4M
193,047
+4%
增持
IBDR
ISHARES TR
+$3.1M
2,500,009
+5%
增持
PG
PROCTER AND GAMBLE CO
-$3.1M
335,599
+1%
增持
NFLX
NETFLIX INC
+$2.9M
6,968
+1%
增持
BX
BLACKSTONE INC
+$2.8M
227,479
+2%
增持
—
UNILEVER PLC
+$2.6M
650,314
+4%
增持
SCCO
SOUTHERN COPPER CORP
+$2.5M
277,035
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.4M
1,277,523
+0%
增持
VLTO
VERALTO CORP
+$2.4M
358,446
+3%
增持
GIS
GENERAL MLS INC
+$2.4M
572,870
+25%
增持
PAYX
PAYCHEX INC
-$2.3M
277,864
+0%
增持
IAU
ISHARES GOLD TR
+$2.1M
47,356
+234%
增持
EMR
EMERSON ELEC CO
+$2.1M
86,645
+0%
减持
PFE
PFIZER INC
-$2.0M
1,394,427
-1%
增持
WM
WASTE MGMT INC DEL
+$1.9M
177,499
+6%
增持
ORCL
ORACLE CORP
+$1.9M
23,268
+2%
增持
ENB
ENBRIDGE INC
+$1.9M
900,128
+2%
增持
V
VISA INC
+$1.9M
135,767
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
-$1.8M
393,756
+1%
建仓
—
NXP SEMICONDUCTORS N V
+$1.7M
7,995
减持
OKE
ONEOK INC NEW
-$1.7M
89,362
-2%
增持
SO
SOUTHERN CO
+$1.4M
928,504
+2%
增持
IJR
ISHARES TR
+$1.4M
217,636
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
59,237
+1%
减持
QQQ
INVESCO QQQ TR
+$1.1M
14,757
-2%
减持
IVW
ISHARES TR
+$1.0M
71,489
-3%
增持
GOOGL
ALPHABET INC
+$1.0M
30,054
+8%
清仓
NSA
NATIONAL STORAGE AFFILIATES
-$949.7K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$772.4K
1,044,641
+2%
增持
LRCX
LAM RESEARCH CORP
+$757.6K
30,134
+1%
减持
SMCI
SUPER MICRO COMPUTER INC
+$688.4K
47,056
-0%
增持
DHR
DANAHER CORPORATION
-$686.3K
174,322
+2%
建仓
QUAL
ISHARES TR
+$676.1K
3,698
减持
VGT
VANGUARD WORLD FD
+$638.6K
6,175
-3%
增持
PRU
PRUDENTIAL FINL INC
+$633.2K
299,332
+6%
建仓
SCHE
SCHWAB STRATEGIC TR
+$604.9K
20,068
减持
WMT
WALMART INC
+$590.3K
64,223
-1%
增持
RTX
RTX CORPORATION
+$548.0K
23,435
+8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$531.3K
24,897
+177%
减持
COP
CONOCOPHILLIPS
-$510.6K
31,588
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$509.2K
129,371
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$506.5K
10,637
+0%
减持
GLD
SPDR GOLD TR
-$488.7K
4,298
-31%
建仓
MKL
MARKEL GROUP INC
+$458.1K
229
建仓
SLV
ISHARES SILVER TR
+$454.1K
13,839
增持
—
MEDTRONIC PLC
+$452.1K
472,638
+4%
增持
TMUS
T-MOBILE US INC
+$448.5K
3,008
+199%
清仓
—
H & E EQUIPMENT SERVICES INC
-$445.5K
0
-100%
增持
QCOM
QUALCOMM INC
+$412.3K
6,970
+53%
清仓
DELL
DELL TECHNOLOGIES INC
-$391.4K
0
-100%
增持
RIO
RIO TINTO PLC
-$390.9K
431,359
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$387.5K
29,862
+0%
建仓
WHR
WHIRLPOOL CORP
+$384.6K
3,792
增持
XLE
SELECT SECTOR SPDR TR
+$373.5K
10,581
+89%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$369.7K
3,469
-50%
清仓
AFRM
AFFIRM HLDGS INC
-$367.1K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$361.8K
12,308
增持
OXY
OCCIDENTAL PETE CORP
+$359.4K
15,925
+154%
增持
NOW
SERVICENOW INC
+$358.4K
761
+43%
增持
GE
GE AEROSPACE
+$354.1K
5,907
+1%
清仓
WPC
WP CAREY INC
-$345.4K
0
-100%
增持
HD
HOME DEPOT INC
+$330.8K
87,596
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$325.6K
4,083
-39%
清仓
SCHV
SCHWAB STRATEGIC TR
-$320.8K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$316.7K
904
减持
CRWD
CROWDSTRIKE HLDGS INC
+$314.9K
2,011
-0%
增持
BAC
BANK AMERICA CORP
+$308.1K
45,917
+3%
建仓
ASTS
AST SPACEMOBILE INC
+$308.0K
6,590
建仓
COF
CAPITAL ONE FINL CORP
+$305.2K
1,434
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$302.9K
2,465
清仓
AEE
AMEREN CORP
-$301.2K
0
-100%
清仓
LBRT
LIBERTY ENERGY INC
-$295.5K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$288.4K
0
-100%
增持
SRE
SEMPRA
+$286.7K
8,225
+74%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$274.9K
3,050
清仓
DOV
DOVER CORP
-$272.3K
0
-100%
减持
MSTR
MICROSTRATEGY INC
+$272.1K
2,348
-0%
增持
WFC
WELLS FARGO CO NEW
+$264.5K
6,692
+77%
减持
MCD
MCDONALDS CORP
-$259.6K
6,640
-6%
清仓
XEL
XCEL ENERGY INC
-$257.1K
0
-100%
清仓
HSY
HERSHEY CO
-$256.2K
0
-100%
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$253.2K
5,424
清仓
VO
VANGUARD INDEX FDS
-$251.7K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$248.2K
1,333
建仓
DFLV
DIMENSIONAL ETF TRUST
+$243.3K
7,844
建仓
MUB
ISHARES TR
+$241.9K
2,315
减持
DIS
DISNEY WALT CO
+$238.4K
10,720
-3%
建仓
—
SPOTIFY TECHNOLOGY S A
+$237.6K
310
