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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 82
减持 34
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
IBDX
ISHARES TR
+$67.7M
2,653,529
减持
IBDS
ISHARES TR
-$62.6M
1,841,812
-58%
建仓
UL
UNILEVER PLC
+$40.1M
613,556
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
—
UNILEVER PLC
-$39.8M
0
-100%
减持
GOOG
ALPHABET INC
+$38.0M
552,909
-1%
建仓
SNOW
SNOWFLAKE INC
+$28.8M
131,269
增持
AMAT
APPLIED MATLS INC
+$28.3M
437,234
+8%
减持
ACWI
ISHARES TR
-$23.5M
769,701
-20%
减持
GLW
CORNING INC
-$16.4M
519,972
-31%
增持
MSFT
MICROSOFT CORP
-$15.5M
536,395
+1%
增持
AMZN
AMAZON COM INC
+$15.5M
772,208
+4%
增持
AAPL
APPLE INC
+$15.2M
863,139
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$14.5M
122,527
-0%
增持
ROK
ROCKWELL AUTOMATION INC
+$14.5M
143,015
+21%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$14.3M
146,347
增持
IVLU
ISHARES TR
+$14.2M
390,271
+2144%
增持
SE
SEA LTD
-$14.1M
284,073
+1%
增持
KO
COCA COLA CO
+$12.9M
884,134
+20%
减持
FCX
FREEPORT-MCMORAN INC
+$11.3M
988,339
-0%
增持
BA
BOEING CO
+$10.0M
275,800
+19%
增持
DHR
DANAHER CORPORATION
+$9.8M
230,926
+6%
增持
TSLA
TESLA INC
+$9.8M
104,497
+25%
增持
CSCO
CISCO SYS INC
+$9.4M
895,326
+3%
减持
MS
MORGAN STANLEY
+$9.2M
506,859
-0%
增持
DASH
DOORDASH INC
-$8.9M
202,216
+1%
增持
—
EXXON MOBIL CORP
+$8.8M
775,398
+4%
减持
WMB
WILLIAMS COS INC
-$8.6M
2,262,098
-1%
增持
VLTO
VERALTO CORP
+$7.8M
485,539
+27%
增持
RIO
RIO TINTO PLC
+$7.7M
525,449
+1%
减持
PG
PROCTER AND GAMBLE CO
-$6.5M
322,422
-6%
减持
PEP
PEPSICO INC
+$6.4M
2,213,110
-0%
减持
EQT
EQT CORP
-$6.3M
867,434
-11%
增持
SCCO
SOUTHERN COPPER CORP
+$6.3M
282,886
+0%
减持
CEG
CONSTELLATION ENERGY CORP
-$6.0M
141,565
-17%
增持
PRU
PRUDENTIAL FINL INC
+$5.9M
405,696
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$5.9M
567,263
+1%
增持
IONQ
IONQ INC
-$5.6M
341,588
+1%
增持
CVX
CHEVRON CORP NEW
+$5.2M
639,556
+8%
增持
—
MEDTRONIC PLC
+$5.2M
639,288
+8%
减持
PAYX
PAYCHEX INC
-$5.2M
289,123
-3%
增持
HD
HOME DEPOT INC
-$5.2M
113,192
+4%
增持
UBER
UBER TECHNOLOGIES INC
-$5.1M
385,326
+3%
增持
ENB
ENBRIDGE INC
+$4.9M
1,105,903
+16%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.6M
1,520,916
+17%
增持
—
ACCENTURE PLC IRELAND
+$4.4M
146,588
+4%
增持
ABNB
AIRBNB INC
+$4.3M
205,904
+6%
增持
—
EATON CORP PLC
-$3.9M
76,042
+1%
增持
GEV
GE VERNOVA INC
+$3.6M
86,510
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.5M
229,525
+0%
减持
ORCL
ORACLE CORP
-$3.2M
29,860
-7%
增持
WSO
WATSCO INC
-$3.0M
66,377
+6%
增持
MELI
MERCADOLIBRE INC
-$2.9M
21,178
+9%
增持
SO
SOUTHERN CO
-$2.9M
1,000,364
+5%
增持
V
VISA INC
+$2.8M
144,221
+3%
增持
IBDU
ISHARES TR
+$2.8M
4,798,655
+3%
增持
O
REALTY INCOME CORP
-$2.6M
680,843
+1%
增持
GOOGL
ALPHABET INC
+$2.6M
30,996
+6%
增持
LRCX
LAM RESEARCH CORP
+$2.6M
38,411
+28%
减持
GIS
GENERAL MLS INC
-$2.5M
576,349
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.5M
1,121,601
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.3M
2,360,248
+1%
增持
LLY
ELI LILLY & CO
+$2.2M
6,223
+7%
增持
BX
BLACKSTONE INC
-$2.2M
168,427
+2%
减持
OWL
BLUE OWL CAPITAL INC
-$2.1M
1,043,735
-0%
增持
IBDT
ISHARES TR
+$2.1M
3,303,535
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
1,105,887
+3%
减持
SMCI
SUPER MICRO COMPUTER INC
-$2.0M
9,350
-80%
减持
AVGO
BROADCOM INC
-$1.9M
96,529
-10%
增持
IBDW
ISHARES TR
+$1.9M
3,089,595
+3%
增持
META
META PLATFORMS INC
-$1.8M
24,341
+0%
增持
PFE
PFIZER INC
+$1.7M
1,640,726
+7%
增持
BN
BROOKFIELD CORP
+$1.7M
1,294,410
+54%
减持
CCJ
CAMECO CORP
-$1.7M
576,040
-11%
增持
IBDV
ISHARES TR
+$1.6M
3,026,891
+3%
增持
NFLX
NETFLIX INC
-$1.6M
72,769
+937%
增持
OKE
ONEOK INC NEW
+$1.5M
109,917
+22%
增持
IAU
ISHARES GOLD TR
+$1.4M
98,613
+9%
增持
MMM
3M CO
+$1.1M
14,487
+92%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.0M
1,430,907
+3%
增持
IWM
ISHARES TR
+$1.0M
5,626
+260%
增持
ABBV
ABBVIE INC
+$874.7K
390,570
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$844.0K
500,552
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$811.6K
5,904
+68%
增持
IVV
ISHARES TR
+$786.0K
4,367
+33%
减持
SLV
ISHARES SILVER TR
+$783.3K
36,010
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$778.1K
11,847
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$760.2K
7,092
-21%
增持
IJR
ISHARES TR
+$726.3K
226,965
+2%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$708.4K
40,828
清仓
MSTR
STRATEGY INC
-$701.1K
0
-100%
清仓
—
VERITEX HLDGS INC
-$699.6K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$687.6K
1,316
增持
LMT
LOCKHEED MARTIN CORP
+$678.2K
64,220
+6%
增持
WMT
WALMART INC
+$673.8K
65,761
+2%
增持
ECL
ECOLAB INC
-$672.9K
163,023
+3%
增持
RTX
RTX CORPORATION
+$661.7K
20,779
+10%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$661.3K
1,141
建仓
EEM
ISHARES TR
+$641.2K
11,720
增持
WM
WASTE MGMT INC DEL
+$636.7K
196,585
+2%
增持
TXN
TEXAS INSTRS INC
-$626.9K
211,668
+4%
减持
AAON
AAON INC
-$625.6K
35,964
-0%
建仓
CRM
SALESFORCE INC
+$616.8K
2,328
增持
CAT
CATERPILLAR INC
+$577.8K
3,711
+14%
增持
LOW
LOWES COS INC
+$537.1K
4,336
+114%
减持
IP
INTERNATIONAL PAPER CO
-$515.1K
17,280
-33%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$452.8K
55,837
减持
SPIB
SPDR SERIES TRUST
-$428.9K
1,746,039
-0%
减持
JNJ
JOHNSON & JOHNSON
+$425.9K
21,761
-1%
减持
ABT
ABBOTT LABS
-$412.5K
31,635
-3%
清仓
RS
RELIANCE INC
-$411.4K
0
-100%
增持
MARA
MARA HOLDINGS INC
-$379.6K
42,218
+2%
清仓
FFIN
FIRST FINL BANKSHARES INC
-$369.3K
0
-100%
增持
SBUX
STARBUCKS CORP
+$364.3K
7,615
+133%
减持
RWR
SPDR SERIES TRUST
-$363.1K
117,096
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$354.6K
840
+74%
减持
JMBS
JANUS DETROIT STR TR
-$351.2K
1,071,357
-1%
减持
IVW
ISHARES TR
-$343.1K
66,898
-6%
建仓
IEV
ISHARES TR
+$343.0K
5,000
增持
PANW
PALO ALTO NETWORKS INC
-$335.8K
342,005
+10%
增持
GE
GE AEROSPACE
+$331.5K
5,830
+20%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$315.9K
2,162
+83%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$306.9K
139,257
+5%
清仓
LEG
LEGGETT & PLATT INC
-$306.4K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$304.4K
13,387
+97%
清仓
BRO
BROWN & BROWN INC
-$301.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$296.1K
1,441,022
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$295.5K
410,851
-2%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$293.7K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$290.3K
1,792
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$289.7K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$286.7K
0
-100%
增持
MRK
MERCK & CO INC
+$283.2K
9,958
+9%
减持
QQQ
INVESCO QQQ TR
+$282.6K
15,219
-39%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$281.8K
1,023
-39%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$280.8K
9,076
建仓
FDX
FEDEX CORP
+$271.8K
941
清仓
—
ON HLDG AG
-$270.4K
0
-100%
增持
C
CITIGROUP INC
+$260.9K
6,223
+36%
清仓
NVS
NOVARTIS AG
-$259.9K
0
-100%
清仓
—
TILRAY BRANDS INC
-$259.6K
0
-100%
清仓
DFLV
DIMENSIONAL ETF TRUST
-$258.1K
0
-100%
建仓
QQQI
NEOS ETF TRUST
+$255.8K
4,750
清仓
TMUS
T-MOBILE US INC
-$255.1K
0
-100%
增持
ASTS
AST SPACEMOBILE INC
+$254.1K
7,952
+21%
建仓
Q
QNITY ELECTRONICS INC
+$253.4K
3,104
建仓
EMXC
ISHARES INC
+$248.1K
3,414
建仓
SMH
VANECK ETF TRUST
+$247.9K
688
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$243.5K
3,060
增持
EMR
EMERSON ELEC CO
+$235.7K
88,417
+1%
增持
NOW
SERVICENOW INC
+$235.6K
3,995
+877%
