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Capital Advisors, Ltd. LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Advisors, Ltd. LLC
报告期 2026-03-31 · CIK 0001597878
持仓数
1,555
前50大市值合计
$650.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 19
增持 97
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
USMV
ISHARES TR
-$826.0K
304,812
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$813.0K
115,653
+1%
增持
VTI
VANGUARD INDEX FDS
+$753.0K
68,317
+6%
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
GSY
INVESCO ACTIVELY MANAGED ETF
+$557.0K
110,148
+11%
减持
EFAV
ISHARES TR
-$544.0K
54,793
-11%
清仓
—
MAXIM INTEGRATED PRODS INC
-$451.0K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$448.0K
3,485
+341%
建仓
—
MEDTRONIC PLC COM
+$422.0K
3,365
增持
IJK
ISHARES TR
-$350.0K
235,749
+0%
增持
IJS
ISHARES TR
-$336.0K
80,966
+1%
减持
IWF
ISHARES TR
+$335.0K
149,396
-0%
减持
TOTL
SSGA ACTIVE ETF
-$332.0K
53,039
-11%
增持
DGRO
ISHARES TR
+$327.0K
187,049
+4%
增持
AAPL
APPLE INC
+$315.0K
30,987
+4%
增持
SDY
SPDR SER TR S&P DIVID ETF
-$284.0K
162,759
+3%
建仓
SPEM
SPDR INDEX SHS FDS
+$273.0K
6,425
增持
JPM
JP MORGAN CHASE & CO
+$267.0K
10,767
+12%
增持
MINT
PIMCO ETF TR
+$262.0K
37,250
+7%
增持
—
MANAGED PORTFOLIO SER
+$256.0K
29,355
+77%
增持
GSLC
GOLDMAN SACHS ETF TR
+$254.0K
104,762
+3%
减持
IEMG
ISHARES INC
-$253.0K
11,162
-21%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$252.0K
12,360
+59%
增持
MSFT
MICROSOFT CORP
+$245.0K
12,893
+3%
增持
IVW
ISHARES TR
+$239.0K
141,620
+1%
减持
MA
MASTERCARD INCORPORATED
-$237.0K
895
-93%
减持
SPLV
INVESCO EXCHANGE TRADED FD TR
-$229.0K
243,142
-1%
增持
LOW
LOWES COS INC
+$221.0K
2,121
+97%
增持
TSCO
TRACTOR SUPPLY CO
+$204.0K
2,231
+67%
减持
SCHE
SCHWAB STRATEGIC TR
-$198.0K
20,728
-18%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$198.0K
416
+420%
增持
SJNK
SPDR SERIES TRUST
+$198.0K
13,299
+121%
增持
QQQ
INVESCO QQQ TR
+$198.0K
20,865
+2%
增持
IJT
ISHARES TR
-$180.0K
80,446
+0%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$170.0K
193,494
-0%
减持
HDV
ISHARES TR
-$169.0K
33,742
-3%
增持
—
BLACKROCK INC
+$165.0K
552
+62%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$160.0K
182
-94%
建仓
SNA
SNAP-ON INC
+$159.0K
761
建仓
CSL
CARLISLE COS INC
+$153.0K
770
减持
IWO
ISHARES TR
-$152.0K
968
-31%
增持
IYT
ISHARES TR
-$147.0K
10,662
+1%
增持
VFQY
VANGUARD WELLINGTON FD
+$136.0K
6,366
+24%
增持
UPS
UNITED PARCEL SERVICE INC
+$134.0K
1,142
+220%
增持
GOOGL
ALPHABET INC
+$133.0K
177
+27%
增持
ABBV
ABBVIE INC
+$131.0K
2,858
+82%
增持
TSLA
TESLA INC
+$129.0K
722
+660%
增持
IWM
ISHARES TR
+$121.0K
887
+94%
增持
TJX
TJX COMPANIES INC
+$118.0K
4,817
+62%
增持
IJJ
ISHARES TR
-$115.0K
126,269
+1%
增持
CMCSA
COMCAST CORP NEW
+$113.0K
6,426
+49%
增持
XLF
SELECT SECTOR SPDR TR
+$110.0K
71,644
+2%
增持
VNLA
JOHN HANCOCK EXCHANGE TRADED
+$109.0K
30,469
+8%
建仓
CE
CELANESE CORP DEL
+$108.0K
719
增持
FDX
FEDEX CORP
+$106.0K
1,333
+113%
增持
MO
ALTRIA GROUP INC
+$105.0K
5,345
+85%
增持
ORCL
ORACLE CORP
+$103.0K
7,585
+6%
建仓
KLAC
KLA CORP
+$100.0K
300
增持
GD
GENERAL DYNAMICS CORP
+$99.0K
811
+155%
增持
ITA
ISHARES TR
-$98.0K
19,931
+0%
建仓
—
ACTIVISION BLIZZARD INC
+$98.0K
1,265
增持
USRT
ISHARES TR
+$98.0K
3,732
+54%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$93.0K
0
-100%
增持
PAVE
GLOBAL X FDS
+$89.0K
9,251
+64%
减持
VUG
VANGUARD INDEX FDS
-$88.0K
29,654
-2%
增持
AVGO
BROADCOM INC
+$85.0K
212
+473%
建仓
NVO
NOVO-NORDISK A S
+$84.0K
875
增持
HON
HONEYWELL INTL INC
+$81.0K
1,348
+44%
清仓
CLX
CLOROX CO DEL
-$81.0K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$81.0K
7,698
+20%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$78.0K
705
减持
—
CHUBB LIMITED
-$77.0K
23
-95%
减持
WEC
WEC ENERGY GROUP INC
-$76.0K
75
-92%
增持
IWD
ISHARES TR
+$76.0K
122,996
+2%
增持
GSST
GOLDMAN SACHS ETF TR
+$75.0K
5,875
+34%
增持
—
EATON CORP PLC
+$75.0K
1,317
+60%
建仓
MGA
MAGNA INTERNATIONAL INC
+$75.0K
1,000
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$73.0K
73,934
+1%
增持
VIGI
VANGUARD WHITEHALL FDS INC
+$72.0K
51,343
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$72.0K
1,799
+45%
增持
CMI
CUMMINS INC
+$72.0K
394
+516%
增持
WHR
WHIRLPOOL CORP
+$71.0K
398
+729%
减持
VNQ
VANGUARD INDEX FDS
-$71.0K
38,290
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$69.0K
846
+29%
增持
MMM
3M CO
+$69.0K
1,413
+57%
建仓
MSM
MSC INDUSTRIAL DIRECT CO COM CL A
+$68.0K
850
减持
SCZ
ISHARES TR
-$67.0K
2,202
-29%
减持
HYG
ISHARES TR
-$67.0K
1,500
-33%
减持
AGG
ISHARES TR
-$66.0K
32,402
-1%
减持
EFA
ISHARES TR
-$66.0K
50,654
-1%
减持
IXUS
ISHARES TR
-$65.0K
6,169
-10%
增持
PAYX
PAYCHEX INC
+$65.0K
3,406
+15%
增持
SBUX
STARBUCKS CORP
+$65.0K
1,233
+95%
增持
OEF
ISHARES TR
+$64.0K
24,692
+1%
增持
CSCO
CISCO SYSTEMS INC
+$62.0K
7,869
+14%
增持
ARKK
ARK ETF TR
-$62.0K
4,363
+5%
增持
DIS
DISNEY WALT CO
+$61.0K
2,140
+25%
建仓
CCK
CROWN HOLDINGS INC
+$60.0K
600
减持
VTV
VANGUARD INDEX FDS
-$59.0K
19,218
-1%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$57.0K
13,108
+66%
增持
JNJ
JOHNSON & JOHNSON
+$56.0K
3,094
+15%
增持
PG
PROCTER & GAMBLE CO
+$55.0K
2,786
+13%
增持
IOO
ISHARES TR
+$55.0K
55,881
+1%
增持
PFE
PFIZER INC
+$55.0K
10,812
+3%
增持
V
VISA INC CL A
+$55.0K
861
+47%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$55.0K
842
+49%
增持
ENB
ENBRIDGE INC
+$53.0K
4,488
+43%
增持
REGL
PROSHARES TR
-$50.0K
60,351
+4%
清仓
—
L BRANDS INC
-$49.0K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$49.0K
4,241
+17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$49.0K
159,573
+1%
增持
META
FACEBOOK INC
+$49.0K
2,100
+10%
增持
BNY
BANK OF NEW YORK MELLON CORP
+$48.0K
1,019
+486%
减持
IDV
ISHARES TR
-$47.0K
19,631
-1%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$47.0K
1,423
增持
QUAL
ISHARES TR
+$46.0K
83,390
+1%
增持
—
MAGELLAN MIDSTREAM PARTNERS LP
+$45.0K
6,470
+27%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$45.0K
1,232
+58%
增持
AMZN
AMAZON INC
-$44.0K
329
+1%
减持
DGRE
WISDOMTREE TR
-$44.0K
18,124
-1%
建仓
BBWI
BATH & BODY WKS INC
+$43.0K
680
增持
XLRE
SELECT SECTOR SPDR TR
+$43.0K
36,562
+2%
增持
XLE
SELECT SECTOR SPDR TR
-$43.0K
63,958
+2%
增持
LRGF
ISHARES TR
+$42.0K
9,472
+14%
增持
DVY
ISHARES TR
+$42.0K
8,650
+6%
建仓
PH
PARKER-HANNIFIN CORP COM
+$41.0K
145
增持
EQAL
INVESCO EXCHANGE TRADED FD TR
-$41.0K
39,825
+0%
减持
DIM
WISDOMTREE TR
-$39.0K
6,844
-7%
增持
EMGF
ISHARES INC
+$39.0K
2,903
+42%
增持
IGF
ISHARES TR
+$38.0K
33,185
+1%
清仓
IQDG
WISDOMTREE TR
-$37.0K
0
-100%
建仓
—
LINDE PLC
+$37.0K
127
增持
KR
KROGER CO
+$36.0K
1,276
+210%
增持
NOBL
PROSHARES TR
+$36.0K
3,911
+14%
增持
—
WISDOMTREE TR
+$35.0K
5,114
+22%
增持
IJR
ISHARES TR
-$35.0K
16,090
+1%
减持
VOE
VANGUARD INDEX FDS
-$34.0K
7,356
-3%
建仓
EL
LAUDER ESTEE COS INC
+$34.0K
112
建仓
MCO
MOODYS CORP
+$34.0K
97
增持
INTC
INTEL CORP
+$32.0K
1,778
+58%
减持
AMLP
ALPS ETF TR
-$32.0K
7,352
-3%
建仓
—
ACCENTURE PLC IRELAND
+$31.0K
96
增持
XLB
SELECT SECTOR SPDR TR
-$29.0K
22,709
+2%
增持
PFF
ISHARES TR
+$28.0K
28,059
+4%
增持
TCHP
T ROWE PRICE ETF INC
+$27.0K
1,059
+407%
增持
XLY
SELECT SECTOR SPDR TR
+$27.0K
9,683
+1%
减持
TXN
TEXAS INSTRS INC
-$27.0K
1,210
-11%
增持
SYK
STRYKER CORPORATION
+$26.0K
889
+11%
增持
GOOG
ALPHABET INC
+$25.0K
99
+3%
减持
XRNPX
COHEN & STEERS REIT & PFD INC
-$25.0K
12,487
-1%
增持
VOT
VANGUARD INDEX FDS
+$23.0K
11,775
+1%
