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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 7
增持 102
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$47.5M
6,389,348
+4%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$19.7M
1,594,821
+39%
增持
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
+$15.5M
1,472,255
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。
+9%
增持
MRK
MERCK & CO INC COM
+$13.6M
376,138
+15%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$11.4M
2,103,936
+6%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$11.2M
584,897
+4%
增持
CVX
CHEVRON CORP NEW COM
+$11.0M
259,227
+5%
清仓
—
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF
-$10.8M
0
-100%
增持
PLD
PROLOGIS INC. COM
+$10.0M
99,926
+707%
增持
HD
HOME DEPOT INC COM
+$9.7M
226,433
+1%
增持
LMT
LOCKHEED MARTIN CORP COM
+$9.5M
85,513
+3%
增持
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$9.1M
3,173,883
+4%
增持
SDY
SPDR S&P DIVIDEND ETF
+$8.5M
602,321
+0%
清仓
—
DUKE REALTY CORP COM NEW
-$8.4M
0
-100%
增持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
+$8.2M
3,594,405
+6%
增持
GILD
GILEAD SCIENCES INC COM
+$8.0M
299,441
+5%
增持
CSCO
CISCO SYS INC COM
+$7.5M
788,551
+5%
增持
JPM
JPMORGAN CHASE & CO COM
+$6.4M
198,800
+3%
增持
ABBV
ABBVIE INC COM
+$5.4M
182,866
+2%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$5.2M
33,037
+193%
增持
CL
COLGATE PALMOLIVE CO COM
+$5.1M
73,087
+719%
增持
—
EXXON MOBIL CORP COM
+$4.9M
166,617
+8%
增持
JNJ
JOHNSON & JOHNSON COM
+$4.9M
301,496
+2%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$4.6M
472,141
+15%
减持
AMZN
AMAZON COM INC COM
-$4.6M
157,912
-0%
增持
EOG
EOG RES INC COM
+$4.5M
153,398
+12%
增持
CAH
CARDINAL HEALTH INC COM
+$4.5M
330,136
+5%
增持
BBY
BEST BUY INC COM
+$4.3M
208,365
+6%
增持
LEN
LENNAR CORP CL A
+$4.2M
191,353
+9%
增持
NEM
NEWMONT CORP COM
+$4.1M
367,292
+17%
增持
T
AT&T INC COM
+$4.1M
1,127,853
+4%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$4.0M
1,390,032
+12%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$4.0M
1,090,708
+15%
增持
MO
ALTRIA GROUP INC COM
+$3.8M
602,486
+3%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$3.7M
460,702
+2%
增持
BTZ
BLACKROCK CR ALLOCATION INCOME COM
+$3.6M
607,482
+127%
增持
KO
COCA COLA CO COM
+$3.6M
447,675
+1%
减持
PFE
PFIZER INC COM
+$3.5M
522,431
-2%
增持
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$3.5M
897,222
+19%
增持
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
+$3.5M
900,017
+19%
增持
SNA
SNAP ON INC COM
+$3.4M
83,176
+7%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$3.4M
1,786,524
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$3.1M
131,277
+6%
减持
MBB
ISHARES MBS ETF
-$3.1M
430,824
-8%
减持
CAT
CATERPILLAR INC COM
+$3.0M
40,571
-0%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$2.8M
351,373
-1%
减持
EMR
EMERSON ELEC CO COM
-$2.8M
29,926
-61%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$2.8M
115,651
+13%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$2.7M
163,357
+3%
减持
VVR
INVESCO SR INCOME TR COM
-$2.5M
114,897
-86%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$2.4M
46,738
+0%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$2.4M
1,469,885
+7%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.3M
523,419
+8%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.2M
129,683
-3%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$2.2M
1,457,550
+7%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$2.1M
150,360
+1%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$2.1M
85,492
+18%
增持
EMLC
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
+$2.1M
1,225,927
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.0M
38,574
+4%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$1.8M
259,756
-1%
减持
PG
PROCTER AND GAMBLE CO COM
+$1.8M
228,856
-12%
增持
SO
SOUTHERN CO COM
+$1.8M
520,031
+0%
减持
BA
BOEING CO COM
+$1.8M
26,829
-2%
增持
BAC
BANK AMERICA CORP COM
+$1.8M
536,875
+1%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$1.7M
103,259
+2%
增持
VICI
VICI PPTYS INC COM
+$1.7M
371,461
+7%
增持
AMGN
AMGEN INC COM
+$1.6M
26,502
+11%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.5M
278,691
-2%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.5M
71,720
+6%
增持
OKE
ONEOK INC NEW COM
+$1.5M
68,792
+17%
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OPP COM
+$1.5M
2,142,561
+6%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$1.4M
396,280
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.4M
61,720
+1%
增持
HIO
WESTERN ASSET HIGH INCOME OPPO COM
+$1.4M
2,539,688
+8%
减持
PM
PHILIP MORRIS INTL INC COM
+$1.3M
75,479
-1%
减持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
-$1.3M
596,043
-16%
增持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$1.3M
464,256
+12%
增持
CUZ
COUSINS PPTYS INC COM NEW
+$1.3M
276,147
+13%
清仓
—
IPATH SHILLER CAPE ETN
-$1.3M
0
-100%
增持
MMM
3M CO COM
+$1.3M
100,777
+3%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
+$1.2M
293,578
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$1.2M
259,968
+6%
增持
XMVFX
BLACKROCK MUNIVEST FD INC COM
+$1.2M
328,740
+101%
减持
MSFT
MICROSOFT CORP COM
+$1.2M
177,016
-0%
增持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
+$1.2M
494,958
+11%
增持
—
NUVEEN PFD & INCOME SECS FD COM
+$1.2M
306,407
+122%
增持
MCD
MCDONALDS CORP COM
+$1.2M
31,208
+2%
增持
PNW
PINNACLE WEST CAP CORP COM
+$1.1M
66,860
+9%
减持
—
DANIMER SCIENTIFIC INC COM CL A
-$1.1M
748,338
-10%
增持
CLX
CLOROX CO DEL COM
+$1.1M
38,326
+15%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.1M
214,751
+4%
增持
MYI
BLACKROCK MUNIYIELD QUALITY FD COM
+$1.1M
281,576
+43%
减持
CMI
CUMMINS INC COM
+$1.1M
101,057
-12%
增持
TXN
TEXAS INSTRS INC COM
+$1.1M
44,221
+9%
减持
ORCL
ORACLE CORP COM
+$1.1M
72,565
-9%
增持
BHK
BLACKROCK CORE BD TR SHS BEN INT
+$1.0M
605,281
+15%
增持
MPT
MEDICAL PPTYS TRUST INC COM
+$999.0K
578,808
+26%
增持
AVGO
BROADCOM INC COM
+$982.0K
7,215
+5%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$972.0K
12,545
增持
NAD
NUVEEN QUALITY MUNCP INCOME FD COM
+$969.0K
403,353
+17%
增持
NVDA
NVIDIA CORPORATION COM
+$968.0K
38,314
+0%
增持
C
CITIGROUP INC COM NEW
+$962.0K
236,309
+1%
减持
INTC
INTEL CORP COM
-$954.0K
657,942
-8%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$946.0K
24,996
-34%
减持
LLY
LILLY ELI & CO COM
+$925.0K
28,568
-3%
清仓
—
ABIOMED INC COM
-$910.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP COM
+$901.0K
34,009
+3%
增持
AAPL
APPLE INC COM
-$878.0K
437,214
+5%
增持
V
VISA INC COM CL A
+$871.0K
23,619
+4%
增持
SPY
SPDR S&P 500 ETF TRUST
+$871.0K
18,237
+7%
增持
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
+$864.0K
51,809
+263%
减持
DIS
DISNEY WALT CO COM
-$824.0K
55,201
-7%
建仓
CAPE
DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF
+$823.0K
39,171
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$808.0K
44,009
+1%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$804.0K
66,158
+6%
增持
KMI
KINDER MORGAN INC DEL COM
+$792.0K
201,561
+18%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
+$755.0K
420,738
+11%
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$738.0K
265,039
-9%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$738.0K
65,531
+3%
增持
WMB
WILLIAMS COS INC COM
+$734.0K
124,131
+6%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$732.0K
133,083
-23%
建仓
VO
VANGUARD MID-CAP ETF
+$724.0K
3,554
减持
VLO
VALERO ENERGY CORP COM
+$714.0K
42,994
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$712.0K
12,360
+34%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$678.0K
55,976
+7%
减持
NSC
NORFOLK SOUTHN CORP COM
+$677.0K
24,053
-4%
减持
TSLA
TESLA INC COM
-$668.0K
3,249
-19%
减持
MGC
VANGUARD MEGA CAP ETF
-$649.0K
57,343
-13%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$628.0K
63,879
-0%
增持
HON
HONEYWELL INTL INC COM
+$625.0K
12,975
+0%
建仓
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$619.0K
12,957
减持
NKE
NIKE INC CL B
+$615.0K
18,251
-0%
增持
TGT
TARGET CORP COM
+$612.0K
53,039
+8%
增持
CSX
CSX CORP COM
+$608.0K
32,302
+119%
减持
PEP
PEPSICO INC COM
+$607.0K
44,849
-2%
建仓
PCH
POTLATCHDELTIC CORPORATION COM
+$602.0K
13,682
减持
D
DOMINION ENERGY INC COM
-$588.0K
64,433
-2%
建仓
ENPH
ENPHASE ENERGY INC COM
+$579.0K
2,184
减持
IYH
ISHARES U.S. HEALTHCARE ETF
+$565.0K
19,192
-0%
增持
NEE
NEXTERA ENERGY INC COM
+$564.0K
63,087
+5%
减持
EVN
EATON VANCE MUNI INCOME TRUST SH BEN INT
-$564.0K
282,889
-18%
增持
KTF
DWS MUNICIPAL INCOME
+$562.0K
376,425
+17%
清仓
CNC
CENTENE CORP DEL COM
-$560.0K
0
-100%
建仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$555.0K
5,751
减持
BGB
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN
-$529.0K
265,450
-15%
增持
NMCO
NUVEEN MUN CR OPPORTUNITIES FD COM
+$524.0K
64,700
+270%
增持
APD
AIR PRODS & CHEMS INC COM
+$507.0K
6,535
+1%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$503.0K
39,353
+0%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$494.0K
124,247
-2%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$491.0K
629,674
+2%
