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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 34
增持 71
减持 43
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
SDY
SPDR SER TR
+$68.0M
590,921
建仓
JNJ
JOHNSON & JOHNSON
+$63.0M
404,472
建仓
MRK
MERCK & CO INC
+$32.4M
315,146
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。
建仓
IJH
ISHARES TR
+$30.1M
120,659
建仓
JPM
JPMORGAN CHASE & CO
+$29.9M
206,048
建仓
IJR
ISHARES TR
+$25.6M
271,251
建仓
IVV
ISHARES TR
+$23.1M
53,771
减持
—
ISHARES TR
-$23.0M
1,226,156
-44%
减持
LEN
LENNAR CORP
-$22.0M
26,898
-87%
减持
SNA
SNAP ON INC
-$21.4M
20,342
-78%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$19.4M
0
-100%
建仓
IBDX
ISHARES TR
+$19.1M
812,963
建仓
IBDY
ISHARES TR
+$18.1M
755,307
建仓
T
AT&T INC
+$17.2M
1,148,149
增持
AXP
AMERICAN EXPRESS CO
+$16.6M
115,732
+3087%
建仓
LLY
ELI LILLY & CO
+$14.1M
26,247
增持
OKE
ONEOK INC NEW
+$13.8M
289,952
+293%
建仓
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$12.4M
2,521,802
增持
IBDW
ISHARES TR
+$10.5M
916,503
+157%
减持
CAH
CARDINAL HEALTH INC
-$9.7M
79,129
-55%
增持
PKG
PACKAGING CORP AMER
+$9.5M
66,677
+1178%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$9.3M
65,364
建仓
NTAP
NETAPP INC
+$9.0M
119,172
增持
IBDV
ISHARES TR
+$8.4M
1,750,632
+36%
减持
TXN
TEXAS INSTRS INC
-$8.2M
13,679
-76%
增持
IQLT
ISHARES TR
+$8.1M
3,453,187
+14%
减持
—
ISHARES TR
-$7.9M
334,159
-48%
建仓
SPY
SPDR S&P 500 ETF TR
+$7.9M
18,396
增持
AAPL
APPLE INC
-$7.3M
396,182
+2%
增持
HPQ
HP INC
+$7.3M
298,506
+2187%
增持
BBY
BEST BUY INC
+$7.1M
141,356
+329%
减持
CSCO
CISCO SYS INC
-$7.0M
734,032
-18%
建仓
TPR
TAPESTRY INC
+$6.6M
231,168
减持
ADM
ARCHER DANIELS MIDLAND CO
-$6.1M
4,051
-95%
减持
CAT
CATERPILLAR INC
-$5.8M
39,066
-42%
增持
TSLA
TESLA INC
+$5.6M
27,401
+492%
减持
—
ISHARES TR
-$5.6M
364,303
-38%
减持
—
ISHARES TR
-$5.3M
358,409
-38%
增持
CVX
CHEVRON CORP NEW
+$5.0M
272,666
+5%
增持
DGRO
ISHARES TR
-$4.8M
6,841,471
+3%
增持
PSA
PUBLIC STORAGE
+$4.8M
20,371
+955%
建仓
MAA
MID-AMER APT CMNTYS INC
+$4.7M
36,894
增持
UPS
UNITED PARCEL SERVICE INC
+$4.7M
205,432
+35%
增持
GOOGL
ALPHABET INC
+$4.3M
340,364
+1%
减持
MSFT
MICROSOFT CORP
-$4.3M
171,395
-0%
建仓
—
NUVEEN PFD & INCOME SECS FD
+$4.2M
673,677
增持
IBDT
ISHARES TR
+$4.1M
1,836,723
+12%
增持
—
ISHARES TR
+$3.7M
1,929,023
+9%
减持
PLD
PROLOGIS INC.
-$3.7M
71,665
-25%
增持
LMT
LOCKHEED MARTIN CORP
-$3.7M
91,238
+2%
增持
IBDU
ISHARES TR
+$3.7M
1,496,313
+15%
减持
MPT
MEDICAL PPTYS TRUST INC
-$3.6M
744,575
-10%
增持
RIO
RIO TINTO PLC
+$3.6M
404,189
+17%
减持
ITW
ILLINOIS TOOL WKS INC
-$3.5M
12,604
-51%
增持
RTX
RTX CORPORATION
-$3.3M
138,756
+2%
增持
CVS
CVS HEALTH CORP
+$3.3M
436,607
+11%
增持
XLK
SELECT SECTOR SPDR TR
-$3.3M
487,586
+2%
减持
VICI
VICI PPTYS INC
-$3.1M
267,686
-23%
增持
IBDS
ISHARES TR
+$3.1M
1,967,755
+9%
增持
SO
SOUTHERN CO
-$2.9M
541,936
+0%
增持
EOG
EOG RES INC
+$2.9M
184,704
+3%
建仓
VOO
VANGUARD INDEX FDS
+$2.9M
7,277
增持
IBTG
ISHARES TR
+$2.8M
1,916,225
+8%
减持
ABBV
ABBVIE INC
+$2.5M
183,101
-1%
减持
CUZ
COUSINS PPTYS INC
-$2.4M
308,413
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.4M
630,942
+3%
增持
SMDV
PROSHARES TR
+$2.3M
1,827,856
+7%
增持
TSN
TYSON FOODS INC
+$2.2M
375,882
+15%
增持
—
EXXON MOBIL CORP
+$2.1M
188,566
+1%
减持
CCI
CROWN CASTLE INC
-$2.1M
67,329
-8%
减持
CMI
CUMMINS INC
-$2.0M
108,187
-1%
减持
TAP
MOLSON COORS BEVERAGE CO
-$2.0M
19,324
-60%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
648,606
+9%
建仓
APD
AIR PRODS & CHEMS INC
+$1.7M
5,902
增持
ANGL
VANECK ETF TRUST
+$1.6M
2,628,754
+5%
增持
AMGN
AMGEN INC
+$1.6M
32,924
+1%
增持
DIS
DISNEY WALT CO
+$1.6M
75,989
+50%
减持
ACWX
ISHARES TR
-$1.5M
518,343
-2%
建仓
DE
DEERE & CO
+$1.5M
3,951
增持
KO
COCA COLA CO
-$1.5M
440,416
+2%
减持
MCD
MCDONALDS CORP
-$1.4M
28,521
-5%
增持
VNQ
VANGUARD INDEX FDS
-$1.4M
228,918
+2%
增持
MO
ALTRIA GROUP INC
-$1.4M
649,024
+3%
增持
WMT
WALMART INC
+$1.3M
40,541
+23%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.3M
39,800
+49%
增持
XLV
SELECT SECTOR SPDR TR
-$1.3M
625,284
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
121,878
+1%
增持
GILD
GILEAD SCIENCES INC
+$1.2M
330,490
+8%
增持
ENB
ENBRIDGE INC
+$1.2M
76,603
+109%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
281,846
+3%
增持
C
CITIGROUP INC
-$1.2M
244,230
+0%
增持
PG
PROCTER AND GAMBLE CO
-$1.1M
274,457
+1%
建仓
XRNPX
COHEN & STEERS REIT & PFD &
+$1.1M
61,526
增持
PFE
PFIZER INC
-$1.0M
718,558
+6%
减持
ORCL
ORACLE CORP
-$1.0M
67,726
-2%
减持
DVY
ISHARES TR
-$1.0M
153,865
-1%
减持
PEP
PEPSICO INC
-$950.2K
38,478
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$941.6K
272,017
-5%
增持
NEM
NEWMONT CORP
+$902.3K
592,087
+20%
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$899.0K
45,200
减持
IYW
ISHARES TR
-$896.6K
128,494
-3%
增持
MMM
3M CO
+$894.1K
147,352
+14%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$883.6K
4,643
增持
JFR
NUVEEN FLOATING RATE INCOME
+$883.2K
326,122
+43%
减持
XLU
SELECT SECTOR SPDR TR
-$875.8K
115,680
-2%
增持
MBB
ISHARES TR
-$873.8K
444,271
+3%
增持
NVDA
NVIDIA CORPORATION
+$817.4K
28,404
+4%
减持
BAC
BANK AMERICA CORP
-$810.7K
548,858
-1%
增持
IBDR
ISHARES TR
+$809.1K
540,957
+7%
减持
VLO
VALERO ENERGY CORP
+$801.1K
35,587
-2%
增持
IBTH
ISHARES TR
+$797.2K
49,296
+290%
增持
—
ISHARES TR
+$772.3K
586,337
+6%
增持
NEE
NEXTERA ENERGY INC
+$761.0K
76,066
+57%
减持
LQD
ISHARES TR
-$757.2K
46,418
-9%
增持
GOOG
ALPHABET INC
+$747.2K
28,953
+14%
减持
AVGO
BROADCOM INC
-$737.7K
6,107
-9%
清仓
—
NUVEEN FLOATING RATE INCOME
-$727.7K
0
-100%
增持
HD
HOME DEPOT INC
-$712.1K
228,373
+2%
减持
KMB
KIMBERLY-CLARK CORP
-$695.7K
31,157
-4%
增持
NSC
NORFOLK SOUTHN CORP
-$692.8K
24,181
+1%
减持
XLI
SELECT SECTOR SPDR TR
-$674.9K
99,195
-1%
减持
PNW
PINNACLE WEST CAP CORP
-$665.5K
71,266
-2%
建仓
—
JPMORGAN CHASE & CO
+$648.4K
26,251
减持
INTC
INTEL CORP
+$647.0K
497,319
-2%
减持
XMUIX
BLACKROCK MUNICIPAL INCOME
-$633.4K
349,763
-4%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$600.3K
94,830
减持
TGT
TARGET CORP
-$590.8K
24,473
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$589.2K
42,426
+1%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
-$586.4K
526,162
-4%
建仓
FPF
FIRST TR INTER DURATN PFD &
+$562.7K
37,762
减持
VYMI
VANGUARD WHITEHALL FDS
-$561.9K
253,113
-1%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$527.2K
203,047
+41%
建仓
SPYM
SPDR SER TR
+$506.4K
10,076
减持
EVN
EATON VANCE MUNI INCOME TRUS
-$502.4K
233,879
-10%
增持
BX
BLACKSTONE INC
+$499.4K
16,904
+20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$493.1K
67,352
+1%
增持
BA
BOEING CO
-$492.2K
25,460
+0%
增持
JCE
NUVEEN CORE EQUITY ALPHA FD
+$490.2K
98,460
+71%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$489.2K
442,970
+1%
增持
AMZN
AMAZON COM INC
+$484.1K
162,478
+5%
建仓
BDX
BECTON DICKINSON & CO
+$482.2K
1,865
建仓
ROP
ROPER TECHNOLOGIES INC
+$473.4K
977
增持
AEP
AMERICAN ELEC PWR CO INC
-$471.1K
69,294
+3%
增持
D
DOMINION ENERGY INC
-$464.4K
71,638
+1%
建仓
IJK
ISHARES TR
+$461.3K
6,386
建仓
IVW
ISHARES TR
+$461.0K
6,738
建仓
NOW
SERVICENOW INC
+$459.5K
822
增持
QCOM
QUALCOMM INC
-$456.4K
150,535
+4%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$453.4K
11,748
减持
GOVT
ISHARES TR
-$450.9K
10,198
-65%
