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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 93
减持 29
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$68.0M
860,996
+19%
建仓
IBDW
ISHARES TR
+$63.5M
2,991,693
增持
NVDA
NVIDIA CORPORATION
+$60.7M
1,441,604
+19%
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。
清仓
IBDR
ISHARES TR
-$60.6M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$40.8M
117,822
+9979%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$40.6M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$37.9M
141,596
-42%
增持
GOOG
ALPHABET INC
+$37.4M
556,330
+1%
清仓
SLB
SCHLUMBERGER LTD
-$28.6M
0
-100%
清仓
DOW
DOW INC
-$26.3M
0
-100%
增持
ABBV
ABBVIE INC
+$23.9M
381,648
+10%
减持
GLW
CORNING INC
+$22.1M
754,819
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$21.5M
560,784
+5%
增持
PEP
PEPSICO INC
+$19.5M
2,215,939
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$18.3M
3,608
-99%
建仓
OWL
BLUE OWL CAPITAL INC
+$17.7M
1,047,050
增持
—
MEDTRONIC PLC
+$15.0M
590,228
+25%
增持
MSFT
MICROSOFT CORP
+$13.8M
530,838
+1%
减持
AVGO
BROADCOM INC
-$13.4M
106,937
-39%
增持
ACWI
ISHARES TR
+$12.2M
957,528
+2%
增持
HD
HOME DEPOT INC
+$12.0M
108,872
+24%
建仓
RWR
SPDR SERIES TRUST
+$11.9M
118,311
增持
SPG
SIMON PPTY GROUP INC NEW
+$11.8M
399,969
+2%
增持
ISRG
INTUITIVE SURGICAL INC
-$11.8M
122,796
+0%
增持
TSLA
TESLA INC
+$11.5M
83,620
+3%
减持
GEV
GE VERNOVA INC
-$11.3M
86,138
-29%
增持
PANW
PALO ALTO NETWORKS INC
+$10.9M
311,036
+21%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$10.6M
1,090,035
+14%
增持
O
REALTY INCOME CORP
+$9.9M
674,603
+25%
增持
MS
MORGAN STANLEY
+$9.8M
508,043
+1%
增持
RIO
RIO TINTO PLC
+$9.2M
520,428
+21%
增持
CVX
CHEVRON CORP NEW
+$9.1M
594,103
+2%
增持
VB
VANGUARD INDEX FDS
+$8.8M
51,157
+187%
增持
DHR
DANAHER CORPORATION
+$8.6M
217,130
+25%
增持
AMAT
APPLIED MATLS INC
+$8.5M
405,365
+0%
增持
PRU
PRUDENTIAL FINL INC
+$7.7M
384,404
+28%
增持
BN
BROOKFIELD CORP
+$7.5M
840,956
+4%
减持
CEG
CONSTELLATION ENERGY CORP
-$7.5M
170,190
-13%
增持
ENB
ENBRIDGE INC
+$7.2M
951,773
+6%
增持
HON
HONEYWELL INTL INC
-$6.5M
294,646
+0%
增持
SE
SEA LTD
+$6.5M
281,430
+3%
增持
SCCO
SOUTHERN COPPER CORP
+$6.2M
282,432
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.9M
1,030,525
+2%
减持
BX
BLACKSTONE INC
-$5.8M
165,056
-27%
增持
CSCO
CISCO SYS INC
+$5.8M
870,944
+12%
减持
IONQ
IONQ INC
+$5.6M
339,605
-4%
增持
IBDU
ISHARES TR
+$5.4M
4,667,225
+5%
增持
PFE
PFIZER INC
+$5.3M
1,535,361
+10%
增持
IBDS
ISHARES TR
+$5.1M
4,409,133
+5%
增持
—
EXXON MOBIL CORP
+$5.0M
749,111
+2%
增持
SO
SOUTHERN CO
+$4.9M
950,962
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$4.5M
104,792
+10%
减持
DASH
DOORDASH INC
-$4.5M
201,067
-16%
增持
VLTO
VERALTO CORP
+$4.4M
380,910
+6%
减持
FCX
FREEPORT-MCMORAN INC
-$4.4M
990,822
-1%
增持
IBDT
ISHARES TR
+$4.1M
3,212,010
+5%
增持
ORCL
ORACLE CORP
+$4.0M
32,145
+38%
增持
IAU
ISHARES GOLD TR
+$3.6M
90,196
+90%
增持
MELI
MERCADOLIBRE INC
+$3.4M
19,516
+21%
增持
IBDV
ISHARES TR
+$3.4M
2,943,852
+5%
增持
BA
BOEING CO
+$3.3M
231,339
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$3.1M
373,926
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$2.9M
60,862
+3%
增持
PAYX
PAYCHEX INC
-$2.8M
296,723
+7%
增持
IJR
ISHARES TR
+$2.8M
223,431
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
149,212
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.6M
2,338,709
-0%
增持
TXN
TEXAS INSTRS INC
-$2.4M
203,283
+6%
增持
ECL
ECOLAB INC
+$2.2M
158,730
+4%
增持
ARCC
ARES CAPITAL CORP
-$2.2M
1,555,309
+1%
增持
EQT
EQT CORP
-$2.1M
970,211
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.1M
1,305,230
+2%
减持
CCJ
CAMECO CORP
-$2.0M
648,370
-15%
增持
WM
WASTE MGMT INC DEL
+$1.9M
192,705
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
1,073,871
+3%
增持
ABNB
AIRBNB INC
-$1.9M
195,123
+1%
减持
GOOGL
ALPHABET INC
+$1.8M
29,263
-3%
增持
KO
COCA COLA CO
-$1.8M
737,291
+3%
增持
—
EATON CORP PLC
+$1.7M
75,217
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$1.7M
417,164
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
20,047
-18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
507,769
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.4M
228,602
+2%
增持
WSO
WATSCO INC
-$1.3M
62,848
+4%
减持
LRCX
LAM RESEARCH CORP
+$1.1M
30,013
-0%
增持
SLV
ISHARES SILVER TR
+$1.1M
36,264
+162%
增持
AMZN
AMAZON COM INC
+$963.9K
741,109
+1%
增持
VTI
VANGUARD INDEX FDS
+$957.7K
10,283
+29%
增持
QQQ
INVESCO QQQ TR
+$925.8K
24,960
+69%
增持
NFLX
NETFLIX INC
-$921.9K
7,014
+1%
增持
APP
APPLOVIN CORP
+$849.0K
2,292
+1%
减持
LLY
ELI LILLY & CO
-$815.0K
5,825
-14%
增持
AMD
ADVANCED MICRO DEVICES INC
+$793.7K
10,873
+60%
建仓
—
CYBERARK SOFTWARE LTD
+$739.2K
1,530
增持
PG
PROCTER AND GAMBLE CO
-$723.8K
343,273
+2%
减持
IVW
ISHARES TR
+$718.0K
71,147
-0%
增持
OKE
ONEOK INC NEW
-$710.7K
90,227
+1%
清仓
QUAL
ISHARES TR
-$676.1K
0
-100%
减持
AAON
AAON INC
+$669.3K
36,043
-1%
减持
WMB
WILLIAMS COS INC
+$662.7K
2,282,792
-0%
增持
QCOM
QUALCOMM INC
+$659.9K
10,639
+53%
建仓
GDX
VANECK ETF TRUST
+$629.2K
8,235
增持
VGT
VANGUARD WORLD FD
+$612.9K
6,306
+2%
清仓
SCHE
SCHWAB STRATEGIC TR
-$604.9K
0
-100%
增持
SYK
STRYKER CORPORATION
-$602.3K
164,288
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$535.7K
41,773
+53%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$517.3K
3,143
+56%
增持
GLD
SPDR GOLD TR
+$492.4K
5,071
+18%
减持
TMUS
T-MOBILE US INC
-$461.6K
1,066
-65%
增持
V
VISA INC
-$460.9K
139,853
+3%
增持
VOO
VANGUARD INDEX FDS
+$460.7K
4,835
+10%
清仓
MKL
MARKEL GROUP INC
-$458.1K
0
-100%
减持
JMBS
JANUS DETROIT STR TR
+$448.0K
1,079,516
-0%
清仓
PSA
PUBLIC STORAGE OPER CO
-$430.4K
0
-100%
建仓
RS
RELIANCE INC
+$411.4K
1,465
减持
NOW
SERVICENOW INC
-$406.3K
409
-46%
建仓
IDEV
ISHARES TR
+$400.9K
5,000
减持
NVO
NOVO-NORDISK A S
-$400.8K
20,724
-8%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$396.6K
132,961
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$391.5K
10,945
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$390.4K
8,981
+3%
清仓
WHR
WHIRLPOOL CORP
-$384.6K
0
-100%
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$382.9K
4,800
+95%
增持
WMT
WALMART INC
+$373.0K
64,551
+1%
增持
GIS
GENERAL MLS INC
-$369.1K
581,343
+1%
增持
—
VERITEX HLDGS INC
+$352.5K
20,865
+57%
增持
VUG
VANGUARD INDEX FDS
+$349.0K
2,157
+38%
减持
TOTL
SSGA ACTIVE ETF TR
+$323.7K
1,393,972
-1%
建仓
MP
MP MATERIALS CORP
+$309.4K
4,613
增持
CAT
CATERPILLAR INC
+$302.4K
3,244
+1%
建仓
BRO
BROWN & BROWN INC
+$301.9K
3,219
清仓
—
CHECK POINT SOFTWARE TECH LT
-$301.1K
0
-100%
减持
META
META PLATFORMS INC
-$298.1K
24,297
-1%
建仓
OVV
OVINTIV INC
+$295.9K
7,329
建仓
SPDW
SPDR INDEX SHS FDS
+$290.1K
6,779
减持
OXY
OCCIDENTAL PETE CORP
-$285.8K
8,111
-49%
增持
XLE
SELECT SECTOR SPDR TR
+$283.3K
13,216
+25%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$279.5K
1,184
建仓
HOOD
ROBINHOOD MKTS INC
+$278.3K
1,944
减持
RTX
RTX CORPORATION
-$272.8K
18,820
-20%
增持
IVV
ISHARES TR
+$266.3K
3,295
+6%
增持
MRK
MERCK & CO INC
+$265.6K
9,114
+44%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$262.9K
28,522
+15%
建仓
—
TILRAY BRANDS INC
+$259.6K
150,050
建仓
VRT
VERTIV HOLDINGS CO
+$255.4K
1,693
增持
PSX
PHILLIPS 66
+$253.7K
14,706
+0%
清仓
GLPI
GAMING & LEISURE PPTYS INC
-$253.2K
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$250.0K
303
减持
MSTR
STRATEGY INC
-$248.1K
2,176
-7%
建仓
APH
AMPHENOL CORP NEW
+$247.4K
1,999
