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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 67
减持 78
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
—
STELLANTIS N.V
+$5.3M
275,200
增持
BIL
SPDR SER TR
+$3.0M
74,126
+78%
增持
DKNG
DRAFTKINGS INC NEW
+$2.3M
158,231
+81%
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
VNQ
VANGUARD INDEX FDS
-$1.4M
14,806
-51%
增持
SPY
SPDR S&P 500 ETF TR
-$1.3M
123,502
+1%
增持
IWF
ISHARES TR
-$1.2M
152,460
+0%
增持
SDY
SPDR SER TR
-$1.1M
172,542
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.0M
228,236
-1%
减持
AAPL
APPLE INC
-$1.0M
41,116
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$930.0K
169,213
+1%
增持
IJJ
ISHARES TR
-$774.0K
126,291
+0%
增持
IWD
ISHARES TR
-$667.0K
126,804
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$665.0K
72,060
+0%
减持
IJK
ISHARES TR
-$661.0K
232,620
-0%
减持
USMV
ISHARES TR
-$607.0K
276,973
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$605.0K
84,404
+1%
减持
XLRE
SELECT SECTOR SPDR TR
-$588.0K
19,500
-41%
减持
IJS
ISHARES TR
-$488.0K
82,689
-0%
减持
MSFT
MICROSOFT CORP
-$476.0K
17,209
-1%
减持
IJT
ISHARES TR
-$434.0K
81,708
-0%
增持
VTI
VANGUARD INDEX FDS
-$359.0K
81,364
+2%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$349.0K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$349.0K
107,421
-0%
减持
VUG
VANGUARD INDEX FDS
-$347.0K
31,100
-0%
减持
IYR
ISHARES TR
-$301.0K
2,452
-57%
减持
REGL
PROSHARES TR
-$297.0K
60,430
-2%
增持
QUAL
ISHARES TR
+$281.0K
120,638
+4%
增持
QQQ
INVESCO QQQ TR
+$256.0K
24,373
+6%
增持
BILS
SPDR SER TR
+$255.0K
11,416
+29%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$252.0K
60,026
-4%
增持
OKE
ONEOK INC NEW
+$242.0K
3,828
+16543%
减持
MUB
ISHARES TR
-$218.0K
8,453
-17%
增持
IVE
ISHARES TR
+$211.0K
30,972
+10%
增持
QEMM
SPDR INDEX SHS FDS
+$208.0K
7,869
+101%
减持
IJR
ISHARES TR
-$208.0K
17,676
-6%
增持
IVW
ISHARES TR
-$207.0K
153,872
+1%
增持
VV
VANGUARD INDEX FDS
-$206.0K
44,992
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
-$204.0K
54,394
+0%
减持
EFA
ISHARES TR
-$199.0K
51,442
-0%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$196.0K
46,244
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$191.0K
1,660
+24%
减持
IJH
ISHARES TR
-$185.0K
8,027
-4%
减持
ICF
ISHARES TR
-$185.0K
4,564
-39%
减持
VNLA
JANUS DETROIT STR TR
-$172.0K
24,624
-13%
增持
XLK
SELECT SECTOR SPDR TR
+$166.0K
1,315
+355%
减持
IGF
ISHARES TR
-$149.0K
26,981
-4%
增持
XLU
SELECT SECTOR SPDR TR
-$129.0K
19,835
+0%
减持
VOT
VANGUARD INDEX FDS
-$127.0K
10,694
-0%
减持
LDUR
PIMCO ETF TR
-$124.0K
5,286
-20%
减持
SMLF
ISHARES TR
-$119.0K
10,501
-15%
减持
AGG
ISHARES TR
-$118.0K
6,164
-14%
减持
EFAV
ISHARES TR
-$114.0K
35,802
-1%
增持
LLY
ELI LILLY & CO
+$112.0K
1,347
+3%
增持
LEAD
SIREN ETF TR
+$111.0K
37,284
+9%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$109.0K
131,186
-2%
增持
AMGN
AMGEN INC
+$109.0K
2,077
+3%
增持
CALF
PACER FDS TR
+$107.0K
10,359
+30%
减持
BSV
VANGUARD BD INDEX FDS
-$106.0K
17,374
-7%
减持
IDV
ISHARES TR
-$102.0K
11,457
-23%
增持
GOOG
ALPHABET INC
+$102.0K
8,707
+1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$100.0K
1,351
-59%
增持
GSIE
GOLDMAN SACHS ETF TR
-$100.0K
76,823
+0%
减持
REMX
VANECK ETF TRUST
-$95.0K
713
-58%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$94.0K
27,281
-6%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$92.0K
4,391
-50%
增持
DGRO
ISHARES TR
-$91.0K
269,832
+3%
减持
MINT
PIMCO ETF TR
-$88.0K
37,385
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$85.0K
33,683
+0%
减持
QCOM
QUALCOMM INC
-$84.0K
3,390
-12%
增持
VTV
VANGUARD INDEX FDS
-$81.0K
30,722
+1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$81.0K
2,863
-3%
增持
XLY
SELECT SECTOR SPDR TR
-$80.0K
9,054
+0%
增持
VFQY
VANGUARD WELLINGTON FD
+$79.0K
17,971
+6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$77.0K
5,226
-23%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$76.0K
29,017
+10%
减持
SCZ
ISHARES TR
-$76.0K
3,162
-27%
减持
DVY
ISHARES TR
-$75.0K
10,866
-1%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$72.0K
13,094
-6%
减持
JNJ
JOHNSON & JOHNSON
-$70.0K
3,245
-7%
减持
PFE
PFIZER INC
-$65.0K
13,858
-3%
减持
RTX
RTX CORPORATION
-$64.0K
2,223
-3%
减持
MCD
MCDONALDS CORP
-$64.0K
1,490
-3%
减持
NOC
NORTHROP GRUMMAN CORP
-$63.0K
3,926
-0%
减持
RWO
SPDR INDEX SHS FDS
-$63.0K
1,992
-41%
减持
TOTL
SSGA ACTIVE ETF TR
-$63.0K
8,476
-12%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$62.0K
25,400
+0%
减持
MRK
MERCK & CO INC
-$61.0K
4,572
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$60.0K
687
-49%
增持
PEP
PEPSICO INC
-$59.0K
3,931
+0%
减持
VOE
VANGUARD INDEX FDS
-$59.0K
7,367
-0%
增持
LOW
LOWES COS INC
-$59.0K
3,812
+1%
减持
DTE
DTE ENERGY CO
-$58.0K
4,366
-2%
减持
NEE
NEXTERA ENERGY INC
-$57.0K
2,767
-5%
增持
IEFA
ISHARES TR
-$57.0K
29,434
+2%
减持
ABT
ABBOTT LABS
-$55.0K
2,887
-6%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
-$52.0K
2,798
-43%
减持
USMF
WISDOMTREE TR
-$51.0K
465
-74%
清仓
BITO
PROSHARES TR
-$51.0K
0
-100%
增持
DG
DOLLAR GEN CORP NEW
-$51.0K
1,222
+15%
增持
HON
HONEYWELL INTL INC
-$50.0K
2,440
+1%
增持
PPA
INVESCO EXCHANGE TRADED FD T
-$50.0K
11,826
+1%
增持
AMLP
ALPS ETF TR
+$49.0K
16,062
+0%
增持
TXN
TEXAS INSTRS INC
-$47.0K
2,931
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$47.0K
920
+0%
增持
INTU
INTUIT
+$46.0K
611
+5%
增持
XLP
SELECT SECTOR SPDR TR
-$46.0K
8,636
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$45.0K
5,475
-12%
增持
COST
COSTCO WHSL CORP NEW
+$45.0K
1,264
+2%
增持
BX
BLACKSTONE INC
+$45.0K
2,367
+5%
减持
ABBV
ABBVIE INC
+$44.0K
4,349
-3%
减持
HPQ
HP INC
-$43.0K
7,121
-3%
减持
VFMF
VANGUARD WELLINGTON FD
-$43.0K
351
-54%
增持
FANG
DIAMONDBACK ENERGY INC
+$42.0K
1,686
+1%
减持
USFR
WISDOMTREE TR
-$42.0K
22,621
-4%
减持
IGSB
ISHARES TR
-$41.0K
80
-91%
减持
AMT
AMERICAN TOWER CORP NEW
-$40.0K
1,355
-0%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$40.0K
3,216
-9%
减持
PFF
ISHARES TR
-$39.0K
21,013
-3%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$38.0K
437
增持
DON
WISDOMTREE TR
-$37.0K
34,304
+0%
增持
MGC
VANGUARD WORLD FD
+$36.0K
1,473
+22%
减持
PM
PHILIP MORRIS INTL INC
-$36.0K
5,544
-1%
增持
TSCO
TRACTOR SUPPLY CO
-$36.0K
2,547
+2%
增持
OUSA
ALPS ETF TR
-$36.0K
17,581
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$35.0K
1,736
-1%
减持
MO
ALTRIA GROUP INC
-$34.0K
3,343
-13%
增持
DHR
DANAHER CORPORATION
+$34.0K
1,732
+5%
减持
JLL
JONES LANG LASALLE INC
-$34.0K
237
-44%
增持
SHV
ISHARES TR
+$33.0K
45,556
+1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$32.0K
5,020
-22%
增持
NKE
NIKE INC
-$32.0K
2,595
+2%
减持
—
DISCOVER FINL SVCS
-$32.0K
1,032
-1%
增持
PSX
PHILLIPS 66
+$31.0K
1,241
+0%
减持
—
EXXON MOBIL CORP
+$31.0K
5,654
-4%
增持
PID
INVESCO EXCHANGE TRADED FD T
-$31.0K
31,465
+2%
减持
—
MEDTRONIC PLC
-$31.0K
3,070
-1%
增持
RISR
TIDAL ETF TR
+$30.0K
25,089
+0%
增持
MSCI
MSCI INC
+$30.0K
477
+4%
减持
RWR
SPDR SER TR
-$30.0K
843
-24%
减持
HYS
PIMCO ETF TR
-$29.0K
1,059
-22%
清仓
MYPS
PLAYSTUDIOS INC
-$29.0K
0
-100%
增持
ROL
ROLLINS INC
-$29.0K
7,058
+4%
增持
TGRW
T ROWE PRICE ETF INC
+$29.0K
18,629
+9%
减持
T
AT&T INC
-$28.0K
2,344
-40%
减持
NSC
NORFOLK SOUTHN CORP
-$28.0K
573
-8%
增持
SBUX
STARBUCKS CORP
-$27.0K
4,496
+2%
增持
TCHP
T ROWE PRICE ETF INC
-$27.0K
48,858
+1%
增持
TDVG
T ROWE PRICE ETF INC
-$27.0K
25,312
+1%
增持
BIV
VANGUARD BD INDEX FDS
-$27.0K
17,897
+2%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$26.0K
897
-46%
