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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 79
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
IWF
ISHARES TR
-$7.2M
147,603
-2%
增持
CZR
CAESARS ENTERTAINMENT INC NE
-$7.0M
835,360
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$3.1M
123,053
+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
IJK
ISHARES TR
-$2.5M
224,967
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
107,089
+11%
减持
VUG
VANGUARD INDEX FDS
-$1.6M
30,278
-3%
增持
IVW
ISHARES TR
-$1.3M
155,130
+0%
增持
VTI
VANGUARD INDEX FDS
-$1.2M
83,647
+0%
减持
IJT
ISHARES TR
-$1.1M
69,817
-4%
减持
IJS
ISHARES TR
-$1.1M
73,160
-4%
减持
XLI
SELECT SECTOR SPDR TR
-$1.1M
15,433
-35%
减持
MSFT
MICROSOFT CORP
-$1.1M
16,955
-4%
减持
IJJ
ISHARES TR
-$979.0K
120,367
-2%
增持
AAPL
APPLE INC
-$974.0K
40,528
+2%
减持
XLB
SELECT SECTOR SPDR TR
-$863.0K
4,291
-71%
减持
USMV
ISHARES TR
+$795.0K
248,400
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$743.0K
155,072
-1%
减持
VV
VANGUARD INDEX FDS
-$739.0K
48,947
-1%
减持
XLY
SELECT SECTOR SPDR TR
-$734.0K
2,901
-50%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$711.0K
188,388
-1%
增持
QQQ
INVESCO QQQ TR
-$705.0K
31,314
+4%
增持
DGRO
ISHARES TR
+$695.0K
284,589
+3%
减持
OEF
ISHARES TR
-$589.0K
26,208
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$556.0K
96,012
-1%
增持
MLPX
GLOBAL X FDS
+$535.0K
18,921
+70%
减持
ITA
ISHARES TR
-$493.0K
14,157
-23%
减持
VDE
VANGUARD WORLD FD
-$462.0K
14,862
-25%
减持
VIGI
VANGUARD WHITEHALL FDS
-$452.0K
29,976
-18%
增持
QUAL
ISHARES TR
-$448.0K
161,627
+3%
增持
AVGO
BROADCOM INC
-$402.0K
7,105
+3%
增持
BIL
SPDR SER TR
+$401.0K
90,867
+5%
减持
IOO
ISHARES TR
-$321.0K
50,915
-2%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$315.0K
22,865
+12%
减持
GOOG
ALPHABET INC
-$311.0K
8,956
-0%
增持
AMZN
AMAZON COM INC
-$307.0K
12,540
+2%
增持
NVDA
NVIDIA CORPORATION
-$292.0K
18,821
+8%
增持
BIV
VANGUARD BD INDEX FDS
+$272.0K
25,053
+14%
增持
JNJ
JOHNSON & JOHNSON
+$271.0K
4,381
+39%
增持
IGHG
PROSHARES TR
+$238.0K
32,154
+13%
减持
HDV
ISHARES TR
+$234.0K
34,669
-2%
增持
AMLP
ALPS ETF TR
+$219.0K
28,551
+9%
增持
IEFA
ISHARES TR
+$212.0K
29,450
+3%
增持
ORCL
ORACLE CORP
-$207.0K
7,899
+0%
增持
ABBV
ABBVIE INC
+$206.0K
4,344
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$203.0K
2,197
+3%
增持
TSLA
TESLA INC
-$196.0K
2,449
+19%
减持
PM
PHILIP MORRIS INTL INC
+$184.0K
5,426
-4%
减持
GOOGL
ALPHABET INC
-$179.0K
4,485
-3%
增持
IVE
ISHARES TR
+$175.0K
41,283
+2%
减持
LEAD
SIREN ETF TR
-$173.0K
34,542
-5%
减持
IHDG
WISDOMTREE TR
-$171.0K
17,132
-19%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
-$168.0K
39,969
+1%
减持
GBIL
GOLDMAN SACHS ETF TR
-$162.0K
2,891
-36%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$161.0K
24,111
-15%
减持
NOC
NORTHROP GRUMMAN CORP
+$156.0K
3,925
-1%
增持
AMGN
AMGEN INC
+$153.0K
2,280
+7%
增持
ITOT
ISHARES TR
-$153.0K
37,670
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$144.0K
54,705
-11%
减持
XLF
SELECT SECTOR SPDR TR
-$144.0K
60,502
-7%
增持
V
VISA INC
+$141.0K
3,839
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$138.0K
4,679
+0%
增持
IJR
ISHARES TR
-$133.0K
17,631
+3%
增持
—
EXXON MOBIL CORP
+$128.0K
6,852
+7%
增持
IJH
ISHARES TR
-$127.0K
41,149
+1%
增持
ABT
ABBOTT LABS
+$125.0K
3,571
+16%
减持
CALF
PACER FDS TR
-$124.0K
18,281
-1%
增持
PG
PROCTER AND GAMBLE CO
+$118.0K
4,036
+19%
增持
TOTL
SSGA ACTIVE ETF TR
+$112.0K
6,866
+64%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$110.0K
16,498
+18%
建仓
NLR
VANECK ETF TRUST
+$110.0K
1,507
增持
TCHP
T ROWE PRICE ETF INC
-$109.0K
73,252
+6%
增持
XLK
SELECT SECTOR SPDR TR
-$102.0K
8,679
+7%
增持
PWR
QUANTA SVCS INC
-$98.0K
1,600
+0%
减持
SHV
ISHARES TR
-$93.0K
26,404
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$92.0K
37,625
-5%
减持
BX
BLACKSTONE INC
-$92.0K
2,797
-0%
减持
EFA
ISHARES TR
+$90.0K
44,771
-5%
增持
RTX
RTX CORPORATION
+$89.0K
2,870
+14%
减持
LRGF
ISHARES TR
-$87.0K
5,104
-19%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$86.0K
3,659
+0%
增持
VOT
VANGUARD INDEX FDS
-$86.0K
10,282
+0%
减持
MRK
MERCK & CO INC
-$84.0K
4,666
-8%
减持
SDY
SPDR SER TR
-$82.0K
145,941
-3%
减持
QEFA
SPDR INDEX SHS FDS
+$82.0K
14,536
-1%
减持
IYT
ISHARES TR
-$81.0K
12,498
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$80.0K
1,019
-7%
增持
SO
SOUTHERN CO
+$79.0K
1,850
+68%
减持
MINT
PIMCO ETF TR
-$79.0K
36,135
-2%
减持
INMU
BLACKROCK ETF TRUST II
-$79.0K
4,302
-44%
增持
JPM
JPMORGAN CHASE & CO.
+$76.0K
10,490
+1%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$75.0K
1,000
增持
VYM
VANGUARD WHITEHALL FDS
+$75.0K
5,626
+10%
减持
IWD
ISHARES TR
-$75.0K
128,454
-2%
增持
—
MANAGED PORTFOLIO SERIES
+$74.0K
32,184
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$70.0K
1,519
+7%
增持
PAVE
GLOBAL X FDS
-$69.0K
36,599
+2%
减持
DHR
DANAHER CORPORATION
-$69.0K
1,878
-5%
建仓
FEZ
SPDR INDEX SHS FDS
+$68.0K
1,254
增持
MET
METLIFE INC
+$67.0K
1,139
+282%
增持
KO
COCA COLA CO
+$67.0K
4,214
+12%
减持
LOW
LOWES COS INC
-$67.0K
3,933
-1%
增持
CSCO
CISCO SYS INC
+$63.0K
6,447
+14%
增持
UNP
UNION PAC CORP
+$63.0K
1,952
+12%
减持
LLY
ELI LILLY & CO
+$63.0K
1,308
-1%
减持
HEFA
ISHARES TR
-$62.0K
9,019
-19%
增持
ROL
ROLLINS INC
+$62.0K
8,088
+0%
增持
IQLT
ISHARES TR
+$60.0K
19,953
+1%
增持
HD
HOME DEPOT INC
-$60.0K
2,907
+0%
减持
SGOV
ISHARES TR
-$59.0K
5,075
-11%
减持
HON
HONEYWELL INTL INC
-$59.0K
2,649
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$59.0K
15,073
+8%
增持
IVV
ISHARES TR
-$58.0K
2,270
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$58.0K
12,420
+2%
减持
BLK
BLACKROCK INC
-$58.0K
724
-0%
增持
VFQY
VANGUARD WELLINGTON FD
-$58.0K
20,341
+3%
增持
MA
MASTERCARD INCORPORATED
+$57.0K
2,379
+0%
增持
DE
DEERE & CO
+$55.0K
177
+164%
减持
IWO
ISHARES TR
-$55.0K
803
-11%
减持
CRM
SALESFORCE INC
-$55.0K
774
-2%
减持
DON
WISDOMTREE TR
-$54.0K
33,803
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$52.0K
22,367
-4%
增持
INTC
INTEL CORP
+$52.0K
5,972
+42%
减持
SQ
BLOCK INC
-$51.0K
900
-23%
增持
FRDM
EA SERIES TRUST
+$51.0K
7,075
+17%
减持
ADBE
ADOBE INC
-$50.0K
727
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$49.0K
658
+1%
增持
TGRW
T ROWE PRICE ETF INC
-$49.0K
21,248
+5%
减持
SWK
STANLEY BLACK & DECKER INC
-$48.0K
12,519
-0%
减持
SHM
SPDR SER TR
-$48.0K
9,097
-10%
清仓
HRL
HORMEL FOODS CORP
-$47.0K
0
-100%
增持
MGMT
UNIFIED SER TR
+$47.0K
4,850
+44%
减持
FLOT
ISHARES TR
-$47.0K
4,234
-18%
建仓
IHAK
ISHARES TR
+$46.0K
975
减持
DGRE
WISDOMTREE TR
-$46.0K
21,233
-6%
增持
T
AT&T INC
+$45.0K
5,485
+14%
减持
AMAT
APPLIED MATLS INC
-$45.0K
2,007
-3%
增持
IWB
ISHARES TR
-$44.0K
2,895
+0%
增持
VB
VANGUARD INDEX FDS
-$44.0K
2,433
+0%
增持
CVX
CHEVRON CORP NEW
+$43.0K
1,744
+1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$43.0K
640
+56%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.0K
3,165
+19%
增持
COST
COSTCO WHSL CORP NEW
+$43.0K
1,347
+0%
增持
MMM
3M CO
+$42.0K
1,618
+7%
清仓
GIS
GENERAL MLS INC
-$42.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$42.0K
1,173
+1%
增持
MCD
MCDONALDS CORP
+$41.0K
1,624
+1%
增持
—
EATON CORP PLC
+$41.0K
2,091
+32%
减持
FDX
FEDEX CORP
-$41.0K
1,028
-1%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$40.0K
188,400
+0%
减持
BILS
SPDR SER TR
-$40.0K
19,589
-2%
