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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 12
增持 86
减持 50
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IWF
ISHARES TR
-$3.9M
149,820
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$2.4M
116,434
+1%
减持
USMV
ISHARES TR
-$1.9M
278,938
-4%
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。
减持
IJK
ISHARES TR
-$1.9M
235,006
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$1.7M
72,534
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.5M
159,987
+0%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
29,251
-2%
增持
IJT
ISHARES TR
-$1.1M
80,526
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.1M
215
-98%
增持
IVW
ISHARES TR
-$1.0M
142,802
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$993.0K
18,674
+8586%
减持
MSFT
MICROSOFT CORP
-$834.0K
13,621
-9%
增持
DGRO
ISHARES TR
+$829.0K
219,809
+12%
增持
QUAL
ISHARES TR
-$775.0K
91,455
+2%
减持
SWK
STANLEY BLACK & DECKER INC
-$750.0K
12,810
-5%
增持
GENZ
VANECK VECTORS ETF TR
-$748.0K
217,600
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$737.0K
230,980
-2%
增持
QQQ
INVESCO QQQ TR
-$717.0K
21,248
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
-$711.0K
104,535
-1%
增持
VTI
VANGUARD INDEX FDS
-$691.0K
77,424
+2%
增持
DIVB
ISHARES TR
+$688.0K
16,802
+5482%
增持
ICSH
ISHARES TR
+$514.0K
14,524
+242%
减持
VOT
VANGUARD INDEX FDS
-$506.0K
11,185
-5%
增持
MINT
PIMCO ETF TR
+$452.0K
46,644
+12%
减持
—
BLACKROCK INC
-$431.0K
248
-63%
减持
JPM
JPMORGAN CHASE & CO
-$407.0K
10,812
-9%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$403.0K
25,765
+55%
增持
BX
BLACKSTONE GROUP INC
+$403.0K
1,031
+103%
减持
IEFA
ISHARES TR
-$401.0K
25,310
-13%
减持
MUB
ISHARES TR
-$363.0K
4,790
-37%
建仓
REMX
VANECK VECTORS ETF TR
+$355.0K
3,000
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$351.0K
138,541
+6%
减持
EFA
ISHARES TR
-$347.0K
50,776
-2%
减持
AAPL
APPLE INC
-$322.0K
32,839
-4%
减持
OEF
ISHARES TR
-$321.0K
24,540
-1%
减持
VNQ
VANGUARD INDEX FDS
-$316.0K
37,351
-1%
增持
VFQY
VANGUARD WELLINGTON FD
+$314.0K
14,401
+34%
减持
AGG
ISHARES TR
-$310.0K
30,983
-3%
减持
CNC
CENTENE CORP DEL
-$300.0K
213
-94%
增持
META
META PLATFORMS INC
-$298.0K
2,927
+4%
减持
EFAV
ISHARES TR
-$292.0K
45,246
-2%
增持
SHM
SPDR SER TR
+$279.0K
17,208
+58%
减持
CSCO
CISCO SYS INC
-$266.0K
4,734
-43%
增持
VIGI
VANGUARD WHITEHALL FDS
-$250.0K
55,600
+2%
减持
ADI
ANALOG DEVICES INC
-$246.0K
2,221
-36%
增持
PAVE
GLOBAL X FDS
+$242.0K
26,203
+51%
减持
ILCG
ISHARES TR
-$241.0K
19,055
-8%
建仓
FSK
FS KKR CAP CORP
+$240.0K
10,500
增持
NOC
NORTHROP GRUMMAN CORP
+$238.0K
3,926
+0%
减持
ROST
ROSS STORES INC
-$224.0K
401
-82%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$224.0K
22,002
+43%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$222.0K
17,715
+35%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$218.0K
359
-72%
增持
HDV
ISHARES TR
+$211.0K
34,433
+0%
增持
ITOT
ISHARES TR
+$207.0K
42,954
+11%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$196.0K
1,782
-67%
减持
ABT
ABBOTT LABS
-$191.0K
1,689
-39%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$191.0K
44,030
+12%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$187.0K
0
-100%
减持
TOTL
SSGA ACTIVE ETF TR
-$180.0K
49,670
-2%
增持
GSIE
GOLDMAN SACHS ETF TR
-$179.0K
76,389
+1%
增持
ABBV
ABBVIE INC
+$179.0K
4,043
+15%
建仓
—
INSEEGO CORP
+$178.0K
44,000
建仓
FLOT
ISHARES TR
+$175.0K
3,465
建仓
USFR
WISDOMTREE TR
+$175.0K
3,475
增持
LMT
LOCKHEED MARTIN CORP
+$174.0K
1,157
+22%
减持
VNLA
JANUS DETROIT STR TR
-$174.0K
27,229
-11%
增持
SDY
SPDR SER TR
+$169.0K
167,801
+2%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$167.0K
10,000
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$163.0K
11,000
减持
PFE
PFIZER INC
-$160.0K
10,140
-13%
增持
MA
MASTERCARD INCORPORATED
+$159.0K
2,331
+24%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$147.0K
66,535
+2%
减持
ITA
ISHARES TR
+$146.0K
19,397
-0%
增持
XLB
SELECT SECTOR SPDR TR
+$145.0K
27,160
+9%
增持
VTV
VANGUARD INDEX FDS
+$142.0K
20,088
+5%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$142.0K
1,420
增持
—
MANAGED PORTFOLIO SERIES
+$141.0K
29,779
+2%
增持
DVY
ISHARES TR
+$140.0K
9,930
+8%
增持
SCZ
ISHARES TR
+$140.0K
5,986
+70%
增持
XLP
SELECT SECTOR SPDR TR
+$133.0K
10,136
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$131.0K
2,238
+2%
增持
IQLT
ISHARES TR
+$128.0K
15,224
+38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$123.0K
4,148
+200%
减持
—
OSI ETF TR
-$122.0K
21,610
-6%
增持
DTM
DT MIDSTREAM INC
+$119.0K
2,198
+24322%
减持
IOO
ISHARES TR
-$118.0K
55,627
-0%
增持
BDX
BECTON DICKINSON & CO
+$114.0K
2,502
+14%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$112.0K
2,978
-30%
增持
HD
HOME DEPOT INC
-$110.0K
2,428
+20%
增持
—
ASSURED GUARANTY LTD
+$110.0K
4,141
+35%
增持
XLRE
SELECT SECTOR SPDR TR
-$106.0K
37,995
+1%
减持
IYT
ISHARES TR
-$105.0K
10,747
-1%
增持
COST
COSTCO WHSL CORP NEW
+$103.0K
808
+27%
增持
GOOG
ALPHABET INC
+$102.0K
274
+20%
建仓
VTEB
VANGUARD MUN BD FDS
+$100.0K
1,938
增持
DON
WISDOMTREE TR
+$98.0K
30,429
+8%
减持
NEE
NEXTERA ENERGY INC
-$96.0K
2,034
-29%
增持
FANG
DIAMONDBACK ENERGY INC
+$96.0K
1,674
+36%
增持
IEMG
ISHARES INC
+$96.0K
13,505
+24%
增持
V
VISA INC
+$94.0K
2,061
+23%
建仓
ARKG
ARK ETF TR
+$92.0K
2,000
增持
CCK
CROWN HLDGS INC
+$92.0K
2,525
+25%
增持
UNH
UNITEDHEALTH GROUP INC
+$91.0K
1,333
+14%
增持
ROL
ROLLINS INC
+$90.0K
4,787
+109%
减持
QCOM
QUALCOMM INC
-$90.0K
2,975
-0%
增持
UNP
UNION PAC CORP
+$88.0K
664
+80%
减持
PFF
ISHARES TR
-$86.0K
26,848
-0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$86.0K
302
-84%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$85.0K
11,849
-8%
增持
SYK
STRYKER CORPORATION
+$84.0K
1,576
+25%
增持
DG
DOLLAR GEN CORP NEW
+$84.0K
825
+94%
增持
ROP
ROPER TECHNOLOGIES INC
+$83.0K
378
+94%
减持
PYPL
PAYPAL HLDGS INC
-$83.0K
1,103
-1%
增持
IWD
ISHARES TR
+$83.0K
126,183
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$83.0K
1,708
+63%
增持
RSG
REPUBLIC SVCS INC
+$80.0K
1,204
+109%
减持
SYY
SYSCO CORP
-$80.0K
13
-99%
减持
IGF
ISHARES TR
+$78.0K
32,605
-2%
增持
LOW
LOWES COS INC
-$78.0K
2,946
+13%
增持
TXN
TEXAS INSTRS INC
+$76.0K
3,146
+18%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$76.0K
33,703
+2%
减持
IGHG
PROSHARES TR
-$76.0K
25,053
-1%
增持
PWR
QUANTA SVCS INC
+$75.0K
1,578
+36%
增持
WM
WASTE MGMT INC DEL
+$73.0K
950
+103%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$73.0K
1,624
-0%
增持
SPGI
S&P GLOBAL INC
+$73.0K
368
+123%
清仓
VTWG
VANGUARD SCOTTSDALE FDS
-$72.0K
0
-100%
减持
IXUS
ISHARES TR
-$72.0K
5,504
-11%
增持
IVE
ISHARES TR
+$69.0K
6,554
+8%
减持
TJX
TJX COS INC NEW
-$69.0K
4,411
-0%
减持
VFC
V F CORP
-$68.0K
160
-85%
增持
AMT
AMERICAN TOWER CORP NEW
+$68.0K
767
+79%
建仓
SDGR
SCHRODINGER INC
+$68.0K
2,007
减持
OTIS
OTIS WORLDWIDE CORP
-$68.0K
151
-84%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$67.0K
2,344
增持
MKTX
MARKETAXESS HLDGS INC
+$67.0K
475
+105%
增持
MCO
MOODYS CORP
+$65.0K
568
+74%
增持
MSCI
MSCI INC
+$64.0K
288
+118%
增持
KO
COCA COLA CO
+$63.0K
4,744
+22%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$63.0K
1,538
+32%
增持
TSCO
TRACTOR SUPPLY CO
+$62.0K
3,160
+12%
增持
—
ACCENTURE PLC IRELAND
+$61.0K
595
+76%
增持
AEP
AMERICAN ELEC PWR CO INC
+$60.0K
607
+8571%
增持
KOMP
SPDR SER TR
+$59.0K
1,307
+771%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$59.0K
176
+214%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$59.0K
29,970
+5%
增持
GTLS
CHART INDS INC
+$56.0K
1,047
+35%
增持
LEAD
SIREN ETF TR
-$56.0K
18,328
+4%
减持
DTE
DTE ENERGY CO
+$55.0K
4,350
-0%
