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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 14
增持 70
减持 36
清仓 30
方向
标的
Δ市值
现股数(环比)
清仓
SDY
SPDR SER TR
-$75.1M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$46.3M
0
-100%
清仓
MRK
MERCK & CO INC
-$41.7M
0
-100%
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
IJH
ISHARES TR
-$31.3M
0
-100%
建仓
IBDU
ISHARES TR
+$29.1M
1,295,510
清仓
IJR
ISHARES TR
-$26.8M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$26.1M
0
-100%
清仓
T
AT&T INC
-$22.3M
0
-100%
清仓
IVV
ISHARES TR
-$22.1M
0
-100%
增持
IQLT
ISHARES TR
+$21.2M
3,031,663
+23%
增持
DGRO
ISHARES TR
+$16.4M
6,669,440
+2%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$13.3M
135,963
增持
XLK
SELECT SECTOR SPDR TR
+$12.4M
478,712
+2%
清仓
XIGDX
VOYA GLBL EQTY DIV & PREM OP
-$11.6M
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$10.2M
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$9.7M
175,024
+94%
清仓
LLY
LILLY ELI & CO
-$9.5M
0
-100%
减持
MSFT
MICROSOFT CORP
+$8.2M
171,454
-1%
增持
PG
PROCTER AND GAMBLE CO
+$8.1M
270,994
+22%
增持
OMC
OMNICOM GROUP INC
+$7.8M
106,834
+330%
建仓
BHK
BLACKROCK CORE BD TR
+$7.7M
725,205
清仓
SPY
SPDR S&P 500 ETF TR
-$7.5M
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$6.5M
10,249
-89%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.8M
596,168
+20%
增持
XLF
SELECT SECTOR SPDR TR
+$5.0M
2,192,443
+2%
增持
LEN
LENNAR CORP
+$5.0M
199,782
+5%
减持
ABBV
ABBVIE INC
-$5.0M
184,281
-1%
增持
SNA
SNAP ON INC
+$4.8M
92,151
+5%
减持
GOOGL
ALPHABET INC
+$4.8M
335,874
-2%
增持
—
ISHARES TR
+$4.6M
2,192,653
+11%
增持
AMZN
AMAZON COM INC
+$4.5M
154,727
+2%
增持
IBDW
ISHARES TR
+$4.4M
356,671
+163%
增持
IBDT
ISHARES TR
+$4.4M
1,634,428
+14%
增持
IBDS
ISHARES TR
+$4.3M
1,807,559
+13%
增持
HD
HOME DEPOT INC
+$3.8M
224,432
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$3.7M
616,238
+2%
增持
IBDV
ISHARES TR
+$3.6M
1,287,339
+17%
减持
ITW
ILLINOIS TOOL WKS INC
-$3.5M
25,576
-37%
增持
SMDV
PROSHARES TR
+$3.3M
1,710,000
+7%
建仓
TGT
TARGET CORP
+$3.3M
24,994
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$3.2M
290,368
减持
AAPL
APPLE INC
+$3.0M
387,379
-11%
增持
—
ISHARES TR
+$3.0M
1,763,518
+10%
增持
IBTG
ISHARES TR
+$2.9M
1,776,368
+10%
清仓
—
NUVEEN PFD & INCOME SECS FD
-$2.8M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$2.8M
7,472
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.7M
3,358,461
+2%
增持
PFE
PFIZER INC
-$2.6M
678,325
+1%
减持
COST
COSTCO WHSL CORP NEW
-$2.5M
8,137
-41%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$2.5M
311,788
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
41,856
+8%
增持
ANGL
VANECK ETF TRUST
+$2.3M
2,502,303
+4%
增持
CAT
CATERPILLAR INC
+$2.3M
67,011
+8%
增持
EMLC
VANECK ETF TRUST
+$2.0M
1,367,540
+5%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.9M
152,206
+1%
增持
CMI
CUMMINS INC
+$1.9M
109,068
+5%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.8M
26,764
+267%
清仓
APD
AIR PRODS & CHEMS INC
-$1.8M
0
-100%
减持
IYW
ISHARES TR
+$1.7M
132,067
-3%
减持
ORCL
ORACLE CORP
+$1.6M
68,874
-2%
增持
TSN
TYSON FOODS INC
-$1.6M
328,173
+6%
增持
EOG
EOG RES INC
+$1.6M
179,203
+9%
清仓
VOO
VANGUARD INDEX FDS
-$1.5M
0
-100%
增持
SO
SOUTHERN CO
+$1.5M
540,677
+3%
增持
MO
ALTRIA GROUP INC
+$1.5M
632,833
+4%
建仓
DSM
BNY MELLON STRATEGIC MUN BD
+$1.5M
259,468
清仓
DE
DEERE & CO
-$1.5M
0
-100%
增持
IBDR
ISHARES TR
+$1.4M
503,373
+15%
增持
CSCO
CISCO SYS INC
+$1.4M
898,873
+4%
减持
DVY
ISHARES TR
-$1.4M
155,135
-4%
增持
MPT
MEDICAL PPTYS TRUST INC
+$1.3M
829,984
+7%
减持
AVGO
BROADCOM INC
+$1.3M
6,698
-5%
增持
—
EXXON MOBIL CORP
+$1.3M
186,798
+9%
减持
ACWX
ISHARES TR
-$1.2M
526,251
-5%
清仓
XRNPX
COHEN & STEERS REIT & PFD &
-$1.2M
0
-100%
清仓
—
NUVEEN GEORGIA QLTY MUN INC
-$1.2M
0
-100%
增持
—
ISHARES TR
+$1.2M
573,664
+9%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
48,474
-22%
增持
—
ISHARES TR
+$1.2M
554,421
+11%
增持
NEM
NEWMONT CORP
-$1.2M
491,686
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
274,217
+2%
增持
CVS
CVS HEALTH CORP
+$1.1M
392,907
+12%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$1.1M
229,980
+78%
增持
CCI
CROWN CASTLE INC
-$959.9K
72,987
+5%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$922.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$887.3K
27,275
-29%
减持
VLO
VALERO ENERGY CORP
-$881.1K
36,163
-1%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$872.3K
85,401
+22%
增持
CUZ
COUSINS PPTYS INC
+$809.7K
382,154
+3%
增持
KO
COCA COLA CO
-$764.7K
433,773
+0%
增持
CVX
CHEVRON CORP NEW
-$756.2K
260,623
+2%
减持
DIS
DISNEY WALT CO
-$699.7K
50,741
-3%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$696.1K
144,332
+51%
减持
FLRN
SPDR SER TR
-$687.9K
225,255
-10%
建仓
GOVT
ISHARES TR
+$675.7K
29,507
减持
DUK
DUKE ENERGY CORP NEW
-$660.0K
59,851
-4%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$634.3K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$609.1K
24,055
+5%
建仓
VKI
INVESCO ADVANTAGE MUN INCOME
+$607.8K
72,267
清仓
—
JPMORGAN CHASE & CO
-$605.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$597.9K
614,927
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$594.0K
66,934
+5%
减持
INTC
INTEL CORP
-$593.1K
509,350
-6%
减持
BSV
VANGUARD BD INDEX FDS
-$592.3K
100,759
-6%
增持
HIO
WESTERN ASSET HIGH INCOME OP
+$591.2K
2,884,639
+7%
减持
META
META PLATFORMS INC
+$551.2K
7,516
-1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$543.8K
6,881
减持
TQQQ
PROSHARES TR
+$526.6K
43,076
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$525.6K
3,245
-61%
增持
V
VISA INC
+$525.4K
24,036
+5%
增持
TSLA
TESLA INC
+$523.6K
4,632
+39%
清仓
IVW
ISHARES TR
-$522.8K
0
-100%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$520.0K
747,194
+9%
减持
XLU
SELECT SECTOR SPDR TR
-$513.4K
117,555
-3%
增持
GOOG
ALPHABET INC
+$508.6K
25,380
+3%
增持
VNQ
VANGUARD INDEX FDS
+$508.5K
224,032
+2%
清仓
STIP
ISHARES TR
-$508.2K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$496.6K
285,335
-5%
减持
IYZ
ISHARES TR
-$491.4K
32,234
-38%
清仓
SPYM
SPDR SER TR
-$483.5K
0
-100%
增持
RIO
RIO TINTO PLC
+$481.2K
346,371
+10%
减持
BBY
BEST BUY INC
-$471.8K
32,971
-19%
增持
COP
CONOCOPHILLIPS
+$471.6K
20,843
+23%
增持
GILD
GILEAD SCIENCES INC
-$470.6K
305,468
+6%
清仓
BDX
BECTON DICKINSON & CO
-$462.3K
0
-100%
增持
JCE
NUVEEN CORE EQUITY ALPHA FD
+$459.6K
57,500
+158%
清仓
IJK
ISHARES TR
-$449.1K
0
-100%
增持
BGH
BARINGS GLOBAL SHORT DURATIO
+$432.7K
152,244
+26%
增持
XLC
SELECT SECTOR SPDR TR
+$431.8K
22,933
+25%
清仓
FPF
FIRST TR INTER DURATN PFD &
-$427.8K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$426.0K
97,690
-11%
建仓
IEI
ISHARES TR
+$418.3K
3,629
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$408.4K
0
-100%
清仓
IJJ
ISHARES TR
-$400.2K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$398.2K
57,906
+7%
清仓
IJT
ISHARES TR
-$396.0K
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$365.8K
3,878
减持
CAG
CONAGRA BRANDS INC
-$357.2K
60,350
-5%
减持
MCD
MCDONALDS CORP
+$356.3K
29,899
-2%
增持
PNW
PINNACLE WEST CAP CORP
+$354.9K
72,629
+3%
建仓
SHOP
SHOPIFY INC
+$348.2K
5,390
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$346.9K
151,432
+18%
减持
XLY
SELECT SECTOR SPDR TR
+$345.1K
35,403
-7%
增持
LQD
ISHARES TR
+$343.4K
50,793
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$342.8K
49,281
-1%
减持
DAL
DELTA AIR LINES INC DEL
+$339.3K
28,948
-3%
减持
SUB
ISHARES TR
-$338.1K
12,367
-20%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$337.5K
1,747
+30%
减持
GIS
GENERAL MLS INC
-$335.8K
26,722
-4%
建仓
FTNT
FORTINET INC
+$330.0K
4,366
