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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 4
增持 80
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$16.5M
835,337
-21%
减持
IWF
ISHARES TR
+$3.8M
150,581
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
122,822
+0%
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
SDY
SPDR SER TR
-$1.7M
150,512
-1%
增持
IVW
ISHARES TR
+$1.1M
154,450
+1%
增持
QQQ
INVESCO QQQ TR
+$1.0M
30,102
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$928.0K
65,352
+33%
减持
USMV
ISHARES TR
-$862.0K
253,074
-1%
增持
VUG
VANGUARD INDEX FDS
+$833.0K
31,161
+0%
建仓
BLK
BLACKROCK INC
+$743.0K
725
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$736.0K
157,409
-1%
增持
AAPL
APPLE INC
+$725.0K
39,837
+0%
清仓
—
BLACKROCK INC
-$685.0K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$655.0K
36,729
-10%
增持
MLPX
GLOBAL X FDS
+$615.0K
11,101
+951%
减持
SHV
ISHARES TR
-$585.0K
27,339
-16%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$582.0K
190,932
-2%
增持
VTI
VANGUARD INDEX FDS
+$581.0K
83,535
+0%
增持
IWD
ISHARES TR
-$555.0K
130,961
+0%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$485.0K
20,482
+26%
减持
EFA
ISHARES TR
-$465.0K
47,198
-2%
增持
AMZN
AMAZON COM INC
+$459.0K
12,273
+2%
增持
IGHG
PROSHARES TR
+$438.0K
28,573
+23%
增持
TCHP
T ROWE PRICE ETF INC
+$431.0K
68,842
+11%
增持
AVGO
BROADCOM INC
+$422.0K
6,866
+1%
增持
QUAL
ISHARES TR
+$390.0K
157,616
+2%
增持
SWK
STANLEY BLACK & DECKER INC
-$371.0K
12,581
+0%
增持
VV
VANGUARD INDEX FDS
+$367.0K
49,387
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$360.0K
96,478
+4%
减持
BIL
SPDR SER TR
-$352.0K
86,772
-4%
减持
IJT
ISHARES TR
-$352.0K
72,412
-1%
减持
EFAV
ISHARES TR
-$349.0K
14,887
-19%
增持
OEF
ISHARES TR
+$336.0K
26,611
+0%
清仓
—
LAM RESEARCH CORP
-$336.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$307.0K
10,418
+0%
增持
AIQ
GLOBAL X FDS
+$304.0K
17,773
+72%
建仓
LRCX
LAM RESEARCH CORP
+$299.0K
4,138
增持
TSLA
TESLA INC
+$298.0K
2,058
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$297.0K
28,293
-7%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$284.0K
14,014
+40%
减持
GSIE
GOLDMAN SACHS ETF TR
-$283.0K
62,895
-4%
减持
LLY
ELI LILLY & CO
-$252.0K
1,318
-8%
减持
IEFA
ISHARES TR
-$250.0K
28,688
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$241.0K
20,721
-11%
减持
LEAD
SIREN ETF TR
-$241.0K
36,272
-5%
增持
NVDA
NVIDIA CORPORATION
+$240.0K
17,365
+1%
增持
NOC
NORTHROP GRUMMAN CORP
-$229.0K
3,950
+0%
增持
GOOG
ALPHABET INC
+$227.0K
8,980
+1%
减持
MINT
PIMCO ETF TR
-$226.0K
37,021
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$218.0K
13,938
+42%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$211.0K
125,990
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$209.0K
9,790
+57%
减持
GSLC
GOLDMAN SACHS ETF TR
+$206.0K
96,585
-0%
减持
HDV
ISHARES TR
-$203.0K
35,324
-0%
减持
IHDG
WISDOMTREE TR
-$202.0K
21,047
-14%
减持
XLE
SELECT SECTOR SPDR TR
-$195.0K
61,357
-1%
减持
IGRO
ISHARES TR
-$189.0K
12,288
-11%
减持
VFQY
VANGUARD WELLINGTON FD
-$189.0K
19,712
-5%
增持
IJK
ISHARES TR
-$182.0K
233,418
+0%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$178.0K
188,385
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$170.0K
80,840
+100%
增持
V
VISA INC
+$169.0K
3,809
+1%
增持
DGRO
ISHARES TR
-$167.0K
275,295
+1%
减持
IYT
ISHARES TR
-$160.0K
13,041
-14%
减持
USFR
WISDOMTREE TR
-$159.0K
15,162
-17%
减持
UNH
UNITEDHEALTH GROUP INC
-$153.0K
1,822
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$152.0K
23,685
-2%
增持
AMLP
ALPS ETF TR
+$146.0K
26,241
+11%
减持
AMGN
AMGEN INC
-$145.0K
2,136
-2%
减持
IJJ
ISHARES TR
+$139.0K
123,163
-0%
增持
GOOGL
ALPHABET INC
+$135.0K
4,614
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$135.0K
1,209
-2%
增持
BILS
SPDR SER TR
+$134.0K
20,059
+8%
减持
LRGF
ISHARES TR
-$126.0K
6,335
-27%
减持
ADBE
ADOBE INC
-$122.0K
740
-15%
减持
JNJ
JOHNSON & JOHNSON
-$118.0K
3,152
-11%
减持
IQDY
FLEXSHARES TR
-$117.0K
9,170
-23%
减持
BSV
VANGUARD BD INDEX FDS
-$112.0K
23,332
-4%
增持
—
MANAGED PORTFOLIO SERIES
+$107.0K
32,166
+2%
减持
SNX
TD SYNNEX CORPORATION
-$107.0K
92
-91%
增持
VTV
VANGUARD INDEX FDS
-$98.0K
31,801
+1%
增持
AGG
ISHARES TR
+$97.0K
3,732
+42%
减持
IQLT
ISHARES TR
-$96.0K
19,718
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$94.0K
1,423
-7%
增持
MA
MASTERCARD INCORPORATED
+$94.0K
2,368
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$88.0K
1,101
+3%
减持
ICSH
ISHARES TR
-$88.0K
19,199
-8%
增持
MSFT
MICROSOFT CORP
-$88.0K
17,681
+1%
增持
LOW
LOWES COS INC
-$86.0K
3,987
+1%
增持
IVE
ISHARES TR
-$86.0K
40,300
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$85.0K
8,144
+2%
减持
ITOT
ISHARES TR
+$85.0K
36,925
-1%
增持
NFLX
NETFLIX INC
+$84.0K
418
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$83.0K
2,138
+1%
增持
META
META PLATFORMS INC
+$81.0K
3,619
+2%
增持
ITA
ISHARES TR
-$79.0K
18,311
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$79.0K
1,502
-5%
减持
PYPL
PAYPAL HLDGS INC
-$72.0K
917
-52%
减持
IOO
ISHARES TR
+$71.0K
51,842
-0%
增持
HON
HONEYWELL INTL INC
+$71.0K
2,747
+4%
减持
HEFA
ISHARES TR
-$70.0K
11,193
-14%
增持
ABBV
ABBVIE INC
-$70.0K
3,960
+1%
减持
ECON
COLUMBIA ETF TR II
-$69.0K
750
-80%
减持
IEMG
ISHARES INC
-$69.0K
10,910
-2%
增持
BOND
PIMCO ETF TR
+$68.0K
1,903
+73%
增持
PEP
PEPSICO INC
-$67.0K
3,890
+0%
增持
TSCO
TRACTOR SUPPLY CO
-$67.0K
13,680
+402%
减持
INTF
ISHARES TR
-$64.0K
13,392
-6%
减持
TXN
TEXAS INSTRS INC
-$63.0K
3,202
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$63.0K
14,061
-6%
减持
NKE
NIKE INC
-$62.0K
3,077
-8%
增持
FMQQ
EXCHANGE TRADED CONCEPTS TRU
-$62.0K
113,105
+3%
增持
REGL
PROSHARES TR
-$61.0K
55,886
+0%
增持
DGRE
WISDOMTREE TR
-$61.0K
22,470
+0%
减持
KLAC
KLA CORP
-$58.0K
282
-8%
增持
CRM
SALESFORCE INC
+$56.0K
787
+4%
增持
BX
BLACKSTONE INC
+$56.0K
2,801
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$55.0K
39,729
+176%
增持
IJH
ISHARES TR
+$54.0K
40,575
+2%
增持
AMAT
APPLIED MATLS INC
-$53.0K
2,063
+7%
增持
COST
COSTCO WHSL CORP NEW
+$53.0K
1,343
+1%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$53.0K
2,000
增持
XLU
SELECT SECTOR SPDR TR
-$51.0K
12,166
+1%
增持
SGOV
ISHARES TR
+$50.0K
5,678
+10%
减持
ELV
ELEVANCE HEALTH INC
-$50.0K
206
-15%
减持
TDVG
T ROWE PRICE ETF INC
-$50.0K
26,350
-1%
增持
QCOM
QUALCOMM INC
-$49.0K
3,408
+1%
增持
WFC
WELLS FARGO CO NEW
+$49.0K
3,334
+2%
增持
MDLZ
MONDELEZ INTL INC
-$49.0K
3,682
+1%
增持
UGI
UGI CORP NEW
+$49.0K
1,968
+629%
建仓
ARGT
GLOBAL X FDS
+$48.0K
575
减持
INTC
INTEL CORP
-$47.0K
4,191
-25%
增持
—
EXXON MOBIL CORP
-$46.0K
6,387
+2%
增持
MS
MORGAN STANLEY
+$46.0K
2,099
+0%
减持
NDSN
NORDSON CORP
-$46.0K
714
-4%
清仓
VFMF
VANGUARD WELLINGTON FD
-$46.0K
0
-100%
增持
GNRC
GENERAC HLDGS INC
+$45.0K
556
+117%
减持
NEE
NEXTERA ENERGY INC
-$44.0K
3,060
-2%
增持
AXP
AMERICAN EXPRESS CO
+$44.0K
1,317
+3%
增持
HD
HOME DEPOT INC
-$44.0K
2,894
+0%
减持
PFF
ISHARES TR
-$44.0K
23,190
-0%
增持
ZTS
ZOETIS INC
-$43.0K
1,337
+0%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$43.0K
41,957
-1%
减持
—
LINDE PLC
-$43.0K
412
-9%
增持
LULU
LULULEMON ATHLETICA INC
+$43.0K
325
+9%
增持
WMT
WALMART INC
+$42.0K
4,156
+1%
增持
CSCO
CISCO SYS INC
+$42.0K
5,660
+3%
增持
SHW
SHERWIN WILLIAMS CO
-$42.0K
1,225
+2%
减持
MSTR
MICROSTRATEGY INC
+$42.0K
375
-6%
增持
BAC
BANK AMERICA CORP
+$41.0K
7,786
+3%
