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Capital Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001582732
持仓数
749
前50大市值合计
$4.61B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 8
增持 94
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$35.2M
5,230,512
+3%
建仓
EMLC
VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF
+$30.4M
1,062,947
减持
HD
HOME DEPOT INC COM
+$16.8M
226,594
-4%
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。
增持
AAPL
APPLE INC COM
+$14.6M
394,159
+1%
增持
PFE
PFIZER INC COM
+$14.5M
849,971
+2%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$14.3M
552,565
+1%
增持
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
+$11.1M
1,070,928
+9%
清仓
—
ISHARES IBONDS DEC 2021 TERM TREASURY ETF
-$10.7M
0
-100%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$10.2M
494,586
+102%
增持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
+$9.7M
2,888,619
+12%
减持
MSFT
MICROSOFT CORP COM
+$8.7M
170,655
-1%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$8.5M
522,281
+2%
增持
QCOM
QUALCOMM INC COM
+$7.0M
120,719
+4%
增持
CSCO
CISCO SYS INC COM
+$6.9M
616,591
+4%
清仓
—
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF
-$6.4M
0
-100%
增持
—
DANIMER SCIENTIFIC INC COM CL A
-$6.3M
815,198
+0%
减持
SDY
SPDR S&P DIVIDEND ETF
+$6.0M
588,888
-1%
增持
CVX
CHEVRON CORP NEW COM
+$5.8M
164,028
+24%
减持
MBB
ISHARES MBS ETF
-$5.7M
514,496
-9%
减持
PG
PROCTER AND GAMBLE CO COM
+$5.3M
226,091
-0%
增持
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$5.2M
2,475,390
+4%
增持
ABBV
ABBVIE INC COM
+$5.2M
170,759
+3%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$4.7M
143,023
+0%
减持
T
AT&T INC COM
-$4.7M
924,669
-9%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$4.4M
1,793,314
+2%
增持
SO
SOUTHERN CO COM
+$4.0M
577,274
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$4.0M
16,918
+0%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$3.9M
184,454
+7%
减持
ACWX
ISHARES MSCI ACWI EX US INDEX FUND
-$3.7M
936,398
-7%
增持
JNJ
JOHNSON & JOHNSON COM
+$3.5M
276,472
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$3.3M
34,569
+5%
增持
CVS
CVS HEALTH CORP COM
+$3.1M
143,227
+4%
减持
KO
COCA COLA CO COM
+$2.9M
448,320
-0%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.9M
57,371
+1%
减持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
-$2.8M
145,447
-18%
增持
—
DUKE REALTY CORP COM NEW
+$2.7M
127,188
+8%
增持
NEM
NEWMONT CORP COM
+$2.7M
249,236
+6%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$2.6M
239,464
+14%
增持
TGT
TARGET CORP COM
+$2.5M
32,362
+50%
减持
IJH
ISHARES S&P MIDCAP FUND
+$2.2M
138,840
-2%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$2.1M
965,596
+11%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$1.9M
816,114
+11%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.9M
15,549
+2%
增持
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$1.8M
505,178
+17%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.7M
153,283
-2%
增持
MPT
MEDICAL PPTYS TRUST INC COM
+$1.7M
285,803
+13%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$1.7M
694,706
+11%
增持
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
+$1.6M
512,064
+15%
增持
MO
ALTRIA GROUP INC COM
+$1.6M
537,331
+3%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$1.5M
10,329
-47%
减持
IJR
ISHARES S&P SMALL-CAP FUND
+$1.5M
293,395
-0%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.5M
79,173
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.5M
11,765
+1%
减持
NSC
NORFOLK SOUTHN CORP COM
+$1.4M
25,460
-1%
增持
LLY
LILLY ELI & CO COM
+$1.4M
29,790
+0%
减持
ARKK
ARK INNOVATION ETF
-$1.4M
29,639
-21%
增持
CUZ
COUSINS PPTYS INC COM NEW
+$1.3M
161,046
+17%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.3M
38,566
+8%
增持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
+$1.3M
1,592,999
+5%
增持
BAC
BK OF AMERICA CORP COM
+$1.3M
492,120
+1%
增持
MMM
3M CO COM
+$1.3M
68,604
+10%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.3M
60,760
+5%
增持
SNA
SNAP ON INC COM
+$1.3M
65,950
+6%
增持
AVGO
BROADCOM INC COM
+$1.2M
5,006
+16%
增持
AMGN
AMGEN INC COM
+$1.2M
20,729
+28%
建仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$1.2M
24,597
增持
—
CYRUSONE INC COM
+$1.2M
77,245
+4%
增持
GILD
GILEAD SCIENCES INC COM
+$1.2M
248,663
+3%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$1.2M
32,418
+117%
增持
C
CITIGROUP INC COM NEW
-$1.2M
177,465
+5%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
+$1.2M
68,102
+28%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$1.1M
36,032
+209%
增持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$1.1M
1,564,846
+4%
减持
MGC
VANGUARD MEGA CAP ETF
+$1.1M
69,740
-0%
增持
—
MGM GROWTH PPTYS LLC CL A COM
+$1.1M
181,380
+10%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$1.1M
215,939
+3%
增持
EMR
EMERSON ELEC CO COM
+$1.1M
52,371
+30%
增持
CAH
CARDINAL HEALTH INC COM
+$1.0M
280,893
+4%
增持
NEE
NEXTERA ENERGY INC COM
+$1.0M
54,911
+5%
减持
PEP
PEPSICO INC COM
+$987.0K
43,506
-0%
增持
TQQQ
PROSHARES ULTRAPRO QQQ
+$968.0K
22,784
+1%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$936.0K
39,877
-1%
清仓
—
INVESCO DYNAMIC CR OPPORTUNITI COM
-$919.0K
0
-100%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$905.0K
365,302
-4%
增持
TIP
ISHARES TIPS BOND ETF
+$891.0K
29,062
+30%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$890.0K
151,930
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$890.0K
43,173
+2%
增持
CAT
CATERPILLAR INC COM
+$880.0K
40,835
+4%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
+$874.0K
10,466
+38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$838.0K
38,627
-2%
建仓
IRT
INDEPENDENCE RLTY TR INC COM
+$838.0K
32,433
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OPP COM
+$795.0K
1,659,815
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$790.0K
62,013
-5%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$779.0K
243,001
+3%
建仓
SHYD
VANECK SHORT HIGH YIELD MUNI ETF
+$756.0K
30,046
减持
MCD
MCDONALDS CORP COM
+$750.0K
29,674
-1%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$734.0K
57,633
+6%
增持
—
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF
+$702.0K
440,788
+8%
建仓
RAAX
VANECK INFLATION ALLOCATION ETF
+$670.0K
27,028
增持
NXP
NUVEEN SELECT TAX-FREE INCOME SH BEN INT
+$658.0K
57,143
+290%
增持
ISD
PGIM HIGH YIELD BOND FUND INC COM
+$649.0K
487,850
+10%
减持
—
MEDTRONIC PLC SHS
-$643.0K
22,414
-5%
增持
TXN
TEXAS INSTRS INC COM
+$637.0K
28,263
+16%
减持
PYPL
PAYPAL HLDGS INC COM
-$600.0K
7,403
-3%
增持
QQQ
INVESCO QQQ TRUST
+$595.0K
6,665
+16%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$593.0K
272,298
-8%
增持
F
FORD MTR CO DEL COM
+$590.0K
86,239
+2%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$588.0K
101,792
-2%
建仓
CNC
CENTENE CORP DEL COM
+$583.0K
7,076
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$583.0K
130,512
-5%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$570.0K
53,012
+4%
增持
HIO
WESTERN ASSET HIGH INCOME OPPO COM
+$559.0K
1,821,650
+6%
减持
UNP
UNION PAC CORP COM
+$553.0K
12,609
-6%
增持
CLX
CLOROX CO DEL COM
+$532.0K
15,087
+19%
减持
MRK
MERCK & CO INC COM
-$530.0K
297,933
-4%
建仓
FBIN
FORTUNE BRANDS HOME & SEC INC COM
+$519.0K
4,856
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$489.0K
429,120
+2%
增持
ORCL
ORACLE CORP COM
+$488.0K
79,380
+7%
增持
BDJ
BLACKROCK ENHANCED EQUITY DIVI COM
+$484.0K
568,544
+6%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
+$483.0K
20,374
-0%
减持
REM
ISHARES MORTGAGE REAL ESTATE ETF
-$481.0K
111,791
-7%
清仓
—
NUVEEN SELECT TAX FREE INCOME SH BEN INT
-$451.0K
0
-100%
增持
VVR
INVESCO SR INCOME TR COM
+$448.0K
141,861
+279%
增持
DIS
DISNEY WALT CO COM
-$435.0K
63,836
+5%
增持
NXRT
NEXPOINT RESIDENTIAL TR INC COM
+$433.0K
19,720
+0%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$431.0K
64,133
-1%
减持
PLD
PROLOGIS INC. COM
+$431.0K
11,919
-5%
增持
ED
CONSOLIDATED EDISON INC COM
+$429.0K
33,735
+0%
增持
MS
MORGAN STANLEY COM NEW
+$419.0K
19,213
+27%
增持
AMZN
AMAZON COM INC COM
+$419.0K
7,299
+0%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$418.0K
11,631
-5%
增持
JPM
JPMORGAN CHASE & CO COM
+$412.0K
157,624
+5%
增持
DLR
DIGITAL RLTY TR INC COM
+$410.0K
8,202
+14%
增持
LOW
LOWES COS INC COM
+$396.0K
5,816
+7%
减持
HYI
WESTERN ASSET HIGH YIELD DEFIN COM
-$394.0K
248,961
-8%
减持
META
META PLATFORMS INC CL A
-$389.0K
9,203
-10%
增持
CMI
CUMMINS INC COM
+$387.0K
90,352
+5%
增持
ABT
ABBOTT LABS COM
+$365.0K
13,335
+4%
增持
D
DOMINION ENERGY INC COM
+$359.0K
63,053
+0%
清仓
HWKN
HAWKINS INC COM
-$353.0K
0
-100%
增持
MPC
MARATHON PETE CORP COM
+$352.0K
13,689
+62%
减持
FPF
FIRST TR INTER DURATN PFD & IN COM
-$347.0K
9,139
-60%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$347.0K
93,656
-7%
减持
XEFRX
EATON VANCE SR FLTNG RTE TR COM
-$341.0K
300,300
-8%
增持
VLO
VALERO ENERGY CORP COM
+$341.0K
55,750
+2%
减持
FAS
DIREXION DAILY FINANCIAL BULL 3X SHARES
+$339.0K
22,662
-0%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$332.0K
4,850
-43%
建仓
QRVO
QORVO INC COM
+$330.0K
2,108
清仓
DELL
DELL TECHNOLOGIES INC CL C
-$327.0K
0
-100%
增持
KR
KROGER CO COM
+$326.0K
13,128
+98%
