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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 84
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
XLV
SELECT SECTOR SPDR TR
-$66.2M
345,759
-54%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$59.1M
1,135,860
+806%
增持
XLK
SELECT SECTOR SPDR TR
+$51.6M
976,079
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。
+80%
增持
PG
PROCTER & GAMBLE CO
+$33.7M
435,786
+114%
减持
CSCO
CISCO SYS INC
-$32.8M
401,663
-52%
增持
XLE
SELECT SECTOR SPDR TR
+$29.4M
1,561,870
+5%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$28.1M
4,277,778
+2%
增持
MSFT
MICROSOFT CORP
-$24.2M
214,355
+0%
增持
CVX
CHEVRON CORPORATION
+$23.2M
376,105
+5%
增持
IBCA
ISHARES TR
+$14.1M
2,285,650
+33%
增持
IQLT
ISHARES TR
+$13.8M
5,986,307
+3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$13.6M
248,947
+56%
增持
DGRO
ISHARES TR
+$12.8M
8,431,594
+1%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$12.7M
4,575,086
+5%
增持
—
EXXON MOBIL CORP
+$11.6M
232,739
+1%
增持
CLIP
GLOBAL X FDS
+$11.6M
833,341
+16%
增持
HON
HONEYWELL INTL INC
+$10.9M
203,228
+13%
减持
GOOGL
ALPHABET INC
-$10.8M
420,395
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$10.1M
114,917
-6%
减持
JNJ
JOHNSON & JOHNSON
+$8.8M
414,005
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.4M
733,691
+2%
增持
AAPL
APPLE INC
-$7.1M
481,816
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$6.5M
700,795
+16%
增持
JPM
JPMORGAN CHASE & CO
-$6.5M
233,539
+0%
增持
SO
SOUTHERN CO
+$6.4M
640,200
+1%
增持
MRK
MERCK & CO INC
+$6.3M
369,782
+2%
增持
MO
ALTRIA GROUP INC
+$6.2M
672,406
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$6.2M
1,135,914
-0%
增持
OKE
ONEOK INC NEW
+$6.0M
309,928
+3%
增持
QCOM
QUALCOMM INC
-$5.7M
420,505
+20%
减持
XLU
SELECT SECTOR SPDR TR
-$5.7M
201,420
-42%
增持
SGOV
ISHARES TR
+$5.7M
259,696
+27%
增持
IBDZ
ISHARES TR
+$5.6M
2,491,719
+11%
增持
XLRE
SELECT SECTOR SPDR TR
+$5.4M
1,599,989
+8%
清仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT
-$5.4M
0
-100%
增持
CLOI
VANECK ETF TRUST
+$5.1M
1,664,382
+6%
减持
NEM
NEWMONT CORP
-$5.1M
496,335
-16%
增持
AMAT
APPLIED MATLS INC
+$5.0M
53,502
+4%
增持
IVV
ISHARES TR
-$4.9M
182,969
+1%
增持
AXP
AMERICAN EXPRESS CO
-$4.7M
171,428
+12%
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$4.6M
285,535
增持
AMZN
AMAZON COM INC
-$4.4M
291,526
+3%
增持
KMI
KINDER MORGAN INC DEL
+$4.3M
608,905
+4%
减持
LLY
ELI LILLY & CO
-$4.3M
27,421
-0%
减持
CAT
CATERPILLAR INC
+$4.1M
35,632
-4%
减持
BAC
BANK AMERICA CORP
-$3.7M
485,278
-3%
增持
IBDY
ISHARES TR
+$3.7M
3,106,784
+6%
增持
WMB
WILLIAMS COS INC
+$3.7M
264,557
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$3.5M
599,088
+0%
减持
ORCL
ORACLE CORP
-$3.4M
71,113
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.4M
541,224
-9%
增持
IBDS
ISHARES TR
+$3.4M
1,762,449
+9%
减持
T
AT&T INC
+$3.4M
919,974
-2%
减持
VLO
VALERO ENERGY CORP
+$3.3M
39,418
-1%
增持
VNQ
VANGUARD INDEX FDS
+$3.3M
693,670
+5%
增持
IBDW
ISHARES TR
+$3.3M
3,841,541
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.2M
62,775
+1%
增持
IBDX
ISHARES TR
+$3.2M
3,330,175
+5%
增持
NVDA
NVIDIA CORPORATION
-$3.1M
434,621
+3%
增持
IEMG
ISHARES INC
+$3.1M
135,554
+43%
减持
KO
COCA COLA CO
+$2.8M
534,412
-1%
增持
IBDV
ISHARES TR
+$2.8M
4,072,983
+4%
增持
IBDU
ISHARES TR
+$2.8M
3,864,206
+4%
增持
TRGP
TARGA RES CORP
+$2.7M
31,927
+11%
增持
IBDT
ISHARES TR
+$2.6M
3,752,574
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.6M
16,412
+3%
增持
NFLX
NETFLIX INC.
+$2.5M
62,525
+67%
增持
NLR
VANECK ETF TRUST
+$2.5M
59,932
+35%
增持
DLR
DIGITAL RLTY TR INC
+$2.5M
75,227
+5%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.3M
50,933
-2%
减持
SDY
SPDR SERIES TRUST
+$2.3M
495,043
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$2.3M
41,028
-2%
建仓
INSM
INSMED INC
+$2.2M
13,245
减持
IYW
ISHARES TR
-$2.1M
106,084
-1%
增持
TSLA
TESLA INC
-$2.1M
35,511
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.0M
61,759
-2%
增持
AVGO
BROADCOM INC
-$2.0M
62,866
+1%
清仓
XMVFX
BLACKROCK MUNIVEST FD INC
-$2.0M
0
-100%
减持
CMI
CUMMINS INC
-$2.0M
113,663
-8%
增持
WMT
WALMART INC
+$2.0M
148,589
+0%
减持
NOW
SERVICENOW INC
-$1.9M
18,174
-27%
减持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
-$1.9M
1,736,686
-16%
增持
ANGL
VANECK ETF TRUST
+$1.9M
3,805,592
+4%
增持
DVY
ISHARES TR
+$1.9M
123,757
+4%
增持
IBDR
ISHARES TR
+$1.9M
618,381
+14%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.8M
75,635
增持
MYI
BLACKROCK MUNIYIELD QUALITY
+$1.8M
401,136
+79%
减持
BTZ
BLACKROCK CR ALLOCATION
-$1.8M
729,312
-14%
增持
V
VISA INC
-$1.8M
74,988
+8%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
25,242
+33%
增持
ISPY
PROSHARES TR
+$1.7M
864,409
+10%
增持
GEV
GE VERNOVA INC
+$1.6M
6,484
+5%
增持
O
REALTY INCOME CORP
+$1.6M
213,104
+5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.6M
8,852
-33%
减持
QGRO
AMERICAN CENTY ETF TR
-$1.6M
99,109
-5%
增持
META
META PLATFORMS INC
-$1.5M
31,753
+7%
减持
HIO
WESTERN ASSET HIGH INCOME OP
-$1.5M
2,539,012
-12%
减持
—
ASML HLDG NV
-$1.5M
42,571
-21%
减持
MA
MASTERCARD INCORPORATED
-$1.5M
16,310
-3%
减持
QQQ
INVESCO QQQ TR
-$1.5M
26,450
-3%
减持
LRCX
LAM RESEARCH CORP
+$1.4M
46,352
-6%
增持
EOG
EOG RES INC
+$1.4M
33,507
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
18,721
-4%
减持
C
CITIGROUP INC
-$1.3M
192,860
-3%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
71,816
+8%
增持
—
ACCENTURE PLC IRELAND
-$1.3M
37,228
+15%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
-$1.3M
204,566
-25%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
204,573
-2%
减持
DIS
DISNEY WALT CO
-$1.2M
50,742
-5%
减持
MMM
3M CO
-$1.2M
61,364
-2%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
17,301
-3%
减持
TQQQ
PROSHARES TR
-$1.1M
67,946
-10%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$1.1M
629,405
-12%
增持
PSA
PUBLIC STORAGE OPER CO
+$1.1M
40,892
+7%
减持
PFE
PFIZER INC
+$1.1M
422,920
-2%
增持
GLD
SPDR GOLD TR
+$1.1M
14,568
+12%
减持
XLY
SELECT SECTOR SPDR TR
-$1.1M
89,463
-2%
增持
AMGN
AMGEN INC
+$1.0M
31,596
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$1.0M
65,063
+1%
减持
ET
ENERGY TRANSFER L P
+$993.3K
381,355
-1%
减持
FAS
DIREXION SHARES ETF TRUST
-$986.6K
16,030
-7%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$951.4K
143,073
+154%
减持
GILD
GILEAD SCIENCES INC
+$945.8K
97,202
-5%
建仓
MOO
VANECK ETF TRUST
+$938.0K
11,100
增持
VOO
VANGUARD INDEX FDS
+$922.7K
42,974
+9%
减持
DE
DEERE & CO
+$901.3K
11,829
-4%
增持
SPTI
SPDR SERIES TRUST
+$889.0K
1,075,418
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$875.9K
54,689
-5%
增持
PEP
PEPSICO INC
+$867.5K
48,414
+4%
减持
—
LYONDELLBASELL INDUSTRIES NV
+$860.2K
31,703
-19%
增持
CPRT
COPART INC
+$837.6K
60,627
+102%
减持
CVS
CVS HEALTH CORP
-$786.7K
61,904
-6%
减持
ROP
ROPER TECHNOLOGIES INC
-$774.6K
1,389
-51%
减持
SMDV
PROSHARES TR
+$773.2K
399,632
-1%
增持
CUZ
COUSINS PPTYS INC
-$769.5K
445,936
+6%
减持
RTX
RTX CORPORATION
+$757.2K
121,113
-2%
减持
NKE
NIKE INC
-$752.8K
52,978
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$746.3K
27,396
+2%
增持
MU
MICRON TECHNOLOGY INC
+$720.3K
6,848
+23%
增持
GOOG
ALPHABET INC
-$716.4K
39,375
+3%
减持
ABT
ABBOTT LABORATORIES
-$713.6K
23,591
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$711.0K
386,032
-4%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$708.2K
20,229
+117%
减持
IJR
ISHARES TR
+$700.8K
278,695
-1%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$685.9K
0
-100%
减持
WFC
WELLS FARGO & CO
-$681.7K
38,931
-4%
增持
COP
CONOCOPHILLIPS
+$680.1K
17,644
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$660.2K
71,138
+5%
清仓
—
BLACKROCK MUNIHOLDINGS QUALI
-$657.8K
0
-100%
增持
HR
HEALTHCARE RLTY TR
+$648.5K
706,302
+5%
