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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 96
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
XLF
SELECT SECTOR SPDR TR
+$59.7M
2,082,844
+108%
减持
XLY
SELECT SECTOR SPDR TR
-$56.0M
47,538
-85%
增持
DGRO
ISHARES TR
+$44.1M
8,124,381
+2%
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
ABBV
ABBVIE INC
+$35.2M
305,950
+60%
增持
GOOGL
ALPHABET INC
+$30.0M
428,854
+2%
减持
GILD
GILEAD SCIENCES INC
-$27.9M
106,239
-70%
增持
AAPL
APPLE INC
+$24.9M
469,545
+2%
增持
IQLT
ISHARES TR
+$18.5M
5,550,228
+6%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$18.4M
4,170,826
+5%
增持
JNJ
JOHNSON & JOHNSON
+$15.2M
440,082
+1%
增持
NVDA
NVIDIA CORPORATION
+$13.7M
415,668
+3%
增持
HD
HOME DEPOT INC
+$12.0M
254,260
+2%
减持
CMI
CUMMINS INC
+$10.7M
121,781
-2%
增持
CLIP
GLOBAL X FDS
+$10.2M
525,357
+24%
增持
LMT
LOCKHEED MARTIN CORP
+$10.0M
119,847
+11%
增持
IBCA
ISHARES TR
+$9.7M
1,383,525
+35%
减持
CCI
CROWN CASTLE INC
-$9.6M
20,885
-81%
建仓
AMH
AMERICAN HOMES 4 RENT
+$9.2M
277,201
增持
—
ASML HOLDING N V
+$9.0M
52,993
+1%
减持
NEM
NEWMONT CORP
+$8.8M
595,962
-16%
增持
QCOM
QUALCOMM INC
+$8.3M
344,046
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$8.3M
272,385
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$8.3M
587,805
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$8.3M
686,381
+6%
增持
CVX
CHEVRON CORP NEW
+$8.1M
351,432
+8%
增持
CLOI
VANECK ETF TRUST
+$8.0M
1,434,140
+11%
增持
IBDZ
ISHARES TR
+$7.8M
1,995,931
+16%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$7.7M
3,964,832
+3%
增持
SGOV
ISHARES TR
+$7.4M
172,866
+74%
增持
IBDX
ISHARES TR
+$6.6M
2,973,967
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$6.5M
231,368
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$6.4M
167,263
+34%
增持
IBDW
ISHARES TR
+$6.3M
3,405,101
+9%
增持
IBDU
ISHARES TR
+$6.3M
3,489,553
+8%
增持
MO
ALTRIA GROUP INC
+$6.2M
646,437
+4%
增持
IBDY
ISHARES TR
+$6.2M
2,735,984
+8%
增持
IBDV
ISHARES TR
+$6.0M
3,683,315
+7%
增持
ANGL
VANECK ETF TRUST
+$5.7M
3,331,232
+4%
增持
IBDT
ISHARES TR
+$5.4M
3,415,160
+6%
增持
IVV
ISHARES TR
+$5.3M
77,956
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
52,705
+7%
增持
XLRE
SELECT SECTOR SPDR TR
+$4.6M
1,421,335
+7%
增持
ORCL
ORACLE CORP
+$4.4M
69,920
+0%
增持
TSLA
TESLA INC
+$4.3M
33,135
+1%
减持
MSFT
MICROSOFT CORP
+$4.2M
210,700
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$4.0M
140,405
-10%
增持
VNQ
VANGUARD INDEX FDS
+$3.8M
491,343
+7%
增持
QQQ
INVESCO QQQ TR
+$3.7M
27,277
+18%
增持
SO
SOUTHERN CO
+$3.6M
625,865
+3%
增持
AVGO
BROADCOM INC
+$3.5M
63,025
+1%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
36,641
+9%
减持
CAT
CATERPILLAR INC
+$3.3M
37,920
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$3.3M
42,927
-2%
增持
ISPY
PROSHARES TR
+$3.1M
756,719
+3%
减持
C
CITIGROUP INC
+$3.1M
205,059
-2%
增持
AMZN
AMAZON COM INC
+$3.0M
275,504
+5%
增持
MRK
MERCK & CO INC
+$2.8M
363,917
+4%
增持
IBDS
ISHARES TR
+$2.8M
1,431,645
+8%
增持
MGC
VANGUARD WORLD FD
+$2.7M
80,126
+7%
增持
GOOG
ALPHABET INC
+$2.6M
38,606
+1%
减持
—
ISHARES TR
-$2.5M
2,379,201
-4%
增持
IJR
ISHARES TR
+$2.4M
248,425
+0%
减持
IYW
ISHARES TR
+$2.3M
109,575
-1%
减持
RTX
RTX CORPORATION
+$2.2M
128,351
-3%
增持
LRCX
LAM RESEARCH CORP
+$2.1M
49,937
+7%
增持
V
VISA INC
+$2.1M
64,703
+15%
增持
OKE
ONEOK INC NEW
-$2.1M
302,790
+2%
增持
QGRO
AMERICAN CENTY ETF TR
+$2.0M
83,746
+21%
增持
IEMG
ISHARES INC
+$2.0M
35,089
+547%
增持
NLR
VANECK ETF TRUST
+$2.0M
34,720
+41%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.0M
715,516
+5%
增持
HR
HEALTHCARE RLTY TR
+$1.9M
632,746
+6%
增持
AMAT
APPLIED MATLS INC
+$1.8M
47,758
+10%
增持
HON
HONEYWELL INTL INC
+$1.8M
165,348
+17%
增持
KO
COCA COLA CO
-$1.8M
534,365
+2%
减持
IJH
ISHARES TR
+$1.6M
509,384
-0%
减持
SDY
SPDR SERIES TRUST
+$1.6M
510,320
-1%
减持
INTC
INTEL CORP
+$1.6M
174,301
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.6M
60,860
-4%
减持
ACWX
ISHARES TR
+$1.5M
435,317
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
61,285
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
25,696
+10%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
14,027
+16%
增持
PM
PHILIP MORRIS INTL INC
-$1.4M
71,893
+0%
减持
HIO
WESTERN ASSET HIGH INCOME OP
-$1.4M
3,115,920
-7%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
207,668
-1%
增持
O
REALTY INCOME CORP
+$1.4M
190,238
+8%
增持
IBDR
ISHARES TR
+$1.4M
434,006
+15%
减持
AXP
AMERICAN EXPRESS CO
-$1.3M
149,609
-6%
清仓
—
PIONEER HIGH INCOME FUND INC
-$1.3M
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
+$1.3M
28,248
-0%
清仓
HDEF
DBX ETF TR
-$1.2M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.1M
217,255
+0%
增持
WMT
WALMART INC
+$1.1M
146,424
+3%
减持
BAC
BANK AMERICA CORP
+$1.1M
494,662
-4%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$1.1M
0
-100%
减持
T
AT&T INC
-$1.1M
934,213
-2%
增持
QUAL
ISHARES TR
+$1.1M
33,924
+12%
减持
—
LYONDELLBASELL INDUSTRIES N
-$1.1M
46,760
-19%
减持
CMCSA
COMCAST CORP NEW
-$1.0M
59,099
-27%
增持
DPZ
DOMINOS PIZZA INC
+$1.0M
5,018
+100%
增持
WMB
WILLIAMS COS INC
+$1.0M
250,445
+6%
减持
EOG
EOG RES INC
-$1.0M
40,260
-13%
减持
DVY
ISHARES TR
+$964.4K
120,917
-1%
减持
DE
DEERE & CO
-$949.6K
13,028
-4%
增持
IBTG
ISHARES TR
+$933.9K
2,375,050
+2%
减持
CAH
CARDINAL HEALTH INC
-$933.1K
64,270
-2%
增持
META
META PLATFORMS INC
+$902.0K
29,454
+5%
增持
PEP
PEPSICO INC
+$892.2K
44,888
+10%
增持
TRGP
TARGA RES CORP
+$822.4K
25,873
+28%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$813.3K
811,482
-8%
减持
SCHD
SCHWAB STRATEGIC TR
-$795.8K
132,544
-20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$785.0K
67,908
+2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$776.0K
32,349
+8%
增持
MTUM
ISHARES TR
+$762.7K
7,278
+58%
减持
VLO
VALERO ENERGY CORP
+$757.2K
40,670
-11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$733.3K
165,065
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$724.4K
19,015
+15%
增持
GD
GENERAL DYNAMICS CORP
+$700.4K
9,403
+9%
增持
GLD
SPDR GOLD TR
+$700.2K
11,994
+3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$686.4K
5,021
+35%
建仓
SPYI
NEOS ETF TRUST
+$668.7K
12,786
增持
VTI
VANGUARD INDEX FDS
+$666.9K
21,413
+2%
增持
GE
GE AEROSPACE
+$665.9K
14,383
+1%
建仓
IEF
ISHARES TR
+$631.1K
6,542
减持
VYMI
VANGUARD WHITEHALL FDS
+$626.7K
208,002
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$626.6K
69,613
+20%
增持
PSA
PUBLIC STORAGE OPER CO
+$618.1K
37,030
+8%
增持
VICI
VICI PPTYS INC
+$613.5K
397,090
+5%
减持
DIS
DISNEY WALT CO
-$608.3K
50,600
-2%
增持
MA
MASTERCARD INCORPORATED
+$593.7K
15,435
+6%
清仓
XRSFX
RIVERNORTH CAP AND INCM FD I
-$591.6K
0
-100%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$587.9K
909,474
-7%
增持
AEP
AMERICAN ELEC PWR CO INC
+$585.5K
54,799
+2%
增持
BKIE
BNY MELLON ETF TRUST
+$584.7K
12,375
+104%
增持
HFXI
NEW YORK LIFE INVESTMENTS ET
+$562.8K
36,461
+89%
减持
TQQQ
PROSHARES TR
+$560.9K
38,414
-7%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$559.1K
530,001
+2%
减持
PAYX
PAYCHEX INC
-$555.9K
9,437
-22%
减持
NFLX
NETFLIX INC
-$555.8K
3,719
-1%
减持
LLY
ELI LILLY & CO
-$553.9K
27,740
-0%
建仓
OEF
ISHARES TR
+$548.3K
1,647
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$542.2K
54,713
-1%
增持
D
DOMINION ENERGY INC
+$541.2K
73,254
+5%
增持
GDX
VANECK ETF TRUST
+$536.1K
19,701
+6%
减持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
-$529.4K
2,276,166
-6%
建仓
FICO
FAIR ISAAC CORP
+$528.3K
353
减持
XLU
SELECT SECTOR SPDR TR
+$525.3K
100,893
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$516.9K
19,928
-2%
增持
DLR
DIGITAL RLTY TR INC
+$515.9K
68,704
+5%
