小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 78
减持 65
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IWF
ISHARES TR
+$9.3M
147,458
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$4.9M
119,319
-3%
增持
QQQ
INVESCO QQQ TR
+$3.0M
32,059
+2%
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
CZR
CAESARS ENTERTAINMENT INC NE
+$2.8M
835,343
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$2.7M
28,948
-47%
减持
IVW
ISHARES TR
+$2.6M
154,835
-0%
增持
QUAL
ISHARES TR
+$2.6M
165,038
+2%
增持
MSFT
MICROSOFT CORP
+$2.4M
17,573
+4%
减持
VUG
VANGUARD INDEX FDS
+$2.0M
30,200
-0%
清仓
VDE
VANGUARD WORLD FD
-$1.9M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
112,525
+5%
减持
VTI
VANGUARD INDEX FDS
+$1.9M
81,834
-2%
减持
AAPL
APPLE INC
-$1.5M
36,619
-10%
增持
VV
VANGUARD INDEX FDS
+$1.4M
49,061
+0%
清仓
—
MANAGED PORTFOLIO SERIES
-$1.2M
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$1.2M
32,755
增持
DGRO
ISHARES TR
+$1.0M
291,354
+2%
减持
SHV
ISHARES TR
-$1.0M
17,078
-35%
减持
GSLC
GOLDMAN SACHS ETF TR
+$920.0K
94,655
-1%
减持
IJK
ISHARES TR
+$915.0K
215,979
-4%
减持
NVDA
NVIDIA CORPORATION
+$849.0K
18,288
-3%
增持
BIL
SPDR SERIES TRUST
+$817.0K
99,776
+10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$764.0K
150,712
-3%
减持
AVGO
BROADCOM INC
+$762.0K
7,081
-0%
增持
ITOT
ISHARES TR
+$700.0K
39,218
+4%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$680.0K
23,610
+3%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$632.0K
39,634
-1%
减持
OEF
ISHARES TR
+$627.0K
25,384
-3%
增持
META
META PLATFORMS INC
+$615.0K
3,685
+1%
减持
ITA
ISHARES TR
-$606.0K
8,280
-42%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$585.0K
114,659
-9%
增持
GBIL
GOLDMAN SACHS ETF TR
+$546.0K
8,350
+189%
减持
IOO
ISHARES TR
+$532.0K
50,415
-1%
减持
IJT
ISHARES TR
+$526.0K
69,288
-1%
减持
TCHP
T ROWE PRICE ETF INC
+$524.0K
73,072
-0%
减持
ORCL
ORACLE CORP
+$515.0K
7,406
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$482.0K
10,539
+0%
增持
IVV
ISHARES TR
+$479.0K
2,826
+24%
增持
VFQY
VANGUARD WELLINGTON FD
+$475.0K
22,224
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$470.0K
1,479
-17%
减持
XLF
SELECT SECTOR SPDR TR
-$464.0K
48,686
-20%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$455.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$432.0K
8,782
+1%
减持
IJJ
ISHARES TR
-$426.0K
113,178
-6%
减持
IWD
ISHARES TR
+$419.0K
126,597
-1%
增持
VOT
VANGUARD INDEX FDS
+$415.0K
10,303
+0%
增持
TOTL
SSGA ACTIVE ETF TR
+$383.0K
16,445
+140%
增持
EFA
ISHARES TR
+$356.0K
44,915
+0%
增持
IEFA
ISHARES TR
+$350.0K
30,880
+5%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$324.0K
182,322
-3%
增持
ILCG
ISHARES TR
+$297.0K
17,579
+1%
减持
AMZN
AMAZON COM INC
+$296.0K
12,223
-3%
增持
FMQQ
EXCHANGE TRADED CONCEPTS TRU
+$294.0K
113,349
+0%
增持
COF
CAPITAL ONE FINL CORP
+$269.0K
2,324
+85%
增持
GSIE
GOLDMAN SACHS ETF TR
+$247.0K
59,831
+0%
增持
IXN
ISHARES TR
+$237.0K
14,249
+0%
减持
MINT
PIMCO ETF TR
-$236.0K
33,817
-6%
增持
IVE
ISHARES TR
+$234.0K
41,459
+0%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$223.0K
57,885
+0%
减持
XLI
SELECT SECTOR SPDR TR
+$220.0K
15,202
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$219.0K
4,691
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$216.0K
21,558
+8%
增持
PWR
QUANTA SVCS INC
+$201.0K
1,608
+1%
增持
NFLX
NETFLIX INC
+$197.0K
435
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$190.0K
1,018
-16%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$190.0K
45,537
+5%
增持
XLU
SELECT SECTOR SPDR TR
+$186.0K
14,261
+15%
增持
AIQ
GLOBAL X FDS
+$183.0K
20,467
+5%
增持
—
EATON CORP PLC
+$180.0K
2,096
+0%
清仓
—
DISCOVER FINL SVCS
-$179.0K
0
-100%
增持
TFSL
TFS FINL CORP
+$178.0K
14,171
+3001%
减持
GOOG
ALPHABET INC
+$176.0K
8,879
-1%
增持
TGRW
T ROWE PRICE ETF INC
+$171.0K
22,151
+4%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$168.0K
17,359
+5%
减持
BDX
BECTON DICKINSON & CO
-$164.0K
924
-34%
减持
PAVE
GLOBAL X FDS
+$162.0K
35,404
-3%
增持
VTV
VANGUARD INDEX FDS
+$161.0K
31,510
+1%
增持
IQLT
ISHARES TR
+$159.0K
21,998
+10%
增持
GOOGL
ALPHABET INC
+$153.0K
4,806
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$152.0K
40,372
+7%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$132.0K
28,829
-0%
增持
LRCX
LAM RESEARCH CORP
+$129.0K
4,441
+7%
增持
EFAV
ISHARES TR
+$128.0K
14,426
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$124.0K
2,382
+0%
增持
MEAR
ISHARES U S ETF TR
+$116.0K
2,921
+370%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$112.0K
3,788
+20%
减持
TSLA
TESLA INC
+$107.0K
2,335
-5%
增持
AMAT
APPLIED MATLS INC
+$103.0K
2,154
+7%
增持
IGF
ISHARES TR
+$100.0K
21,384
+0%
减持
AMGN
AMGEN INC
-$99.0K
2,190
-4%
增持
—
EXXON MOBIL CORP
+$99.0K
8,481
+24%
增持
FRDM
EA SERIES TRUST
+$99.0K
8,583
+21%
增持
MLPX
GLOBAL X FDS
+$95.0K
20,773
+10%
减持
ICSH
ISHARES TR
-$95.0K
16,914
-10%
增持
ABBV
ABBVIE INC
-$94.0K
4,395
+1%
减持
JNJ
JOHNSON & JOHNSON
-$93.0K
4,148
-5%
增持
SPYM
SPDR SERIES TRUST
+$92.0K
12,263
+1%
增持
TXN
TEXAS INSTRS INC
+$90.0K
3,213
+0%
增持
DIS
DISNEY WALT CO
+$90.0K
2,763
+8%
减持
INTU
INTUIT
+$84.0K
635
-6%
增持
SDY
SPDR SERIES TRUST
+$83.0K
146,498
+0%
减持
QEFA
SPDR INDEX SHS FDS
+$81.0K
14,406
-1%
增持
SGOV
ISHARES TR
+$80.0K
5,870
+16%
增持
NLR
VANECK ETF TRUST
+$80.0K
1,706
+13%
增持
IGRO
ISHARES TR
+$79.0K
11,292
+1%
减持
NEE
NEXTERA ENERGY INC
-$79.0K
2,044
-35%
增持
MGC
VANGUARD WORLD FD
+$79.0K
2,185
+7%
增持
—
ASML HOLDING N V
+$79.0K
181
+83%
减持
SCHF
SCHWAB STRATEGIC TR
+$78.0K
75,868
-6%
减持
CALF
PACER FDS TR
-$77.0K
15,294
-16%
减持
PEP
PEPSICO INC
-$73.0K
3,887
-1%
减持
PUI
INVESCO EXCHANGE TRADED FD T
-$72.0K
15,547
-12%
减持
PM
PHILIP MORRIS INTL INC
+$72.0K
5,121
-6%
减持
RTX
RTX CORPORATION
-$71.0K
2,114
-26%
建仓
CCJ
CAMECO CORP
+$71.0K
960
增持
CSCO
CISCO SYS INC
+$70.0K
6,741
+5%
减持
HPQ
HP INC
-$70.0K
5,212
-27%
增持
DGRE
WISDOMTREE TR
+$70.0K
21,250
+0%
增持
SCZ
ISHARES TR
+$69.0K
2,080
+61%
减持
BLK
BLACKROCK INC
+$68.0K
718
-1%
增持
AXP
AMERICAN EXPRESS CO
+$67.0K
1,318
+1%
增持
HON
HONEYWELL INTL INC
+$67.0K
2,696
+2%
增持
KLAC
KLA CORP
+$66.0K
288
+2%
增持
GLD
SPDR GOLD TR
+$66.0K
3,100
+2%
减持
ES
EVERSOURCE ENERGY
-$66.0K
150
-88%
增持
COIN
COINBASE GLOBAL INC
+$64.0K
323
+14%
增持
TDVG
T ROWE PRICE ETF INC
+$63.0K
26,647
+1%
减持
IWO
ISHARES TR
-$63.0K
498
-38%
减持
IYT
ISHARES TR
-$62.0K
10,769
-14%
减持
ZTS
ZOETIS INC
-$61.0K
941
-25%
减持
OKE
ONEOK INC NEW
-$59.0K
3,290
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$58.0K
307
-47%
减持
HD
HOME DEPOT INC
-$58.0K
2,748
-5%
增持
BA
BOEING CO
+$58.0K
916
+17%
减持
PG
PROCTER AND GAMBLE CO
-$57.0K
3,963
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$57.0K
2,935
-7%
增持
MS
MORGAN STANLEY
+$56.0K
2,153
+2%
建仓
RSPA
INVESCO ACTIVELY MANAGED EXC
+$56.0K
1,118
增持
HDV
ISHARES TR
+$55.0K
36,310
+5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$54.0K
1,654
-6%
增持
USMV
ISHARES TR
+$53.0K
248,410
+0%
增持
VOE
VANGUARD INDEX FDS
+$52.0K
7,490
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$50.0K
347
-3%
减持
URI
UNITED RENTALS INC
+$48.0K
415
-2%
减持
MCD
MCDONALDS CORP
-$48.0K
1,571
-3%
增持
MSTR
MICROSTRATEGY INC
+$48.0K
392
+3%
减持
PFE
PFIZER INC
-$48.0K
12,231
-10%
增持
BIV
VANGUARD BD INDEX FDS
+$48.0K
25,418
+1%
增持
IHAK
ISHARES TR
+$47.0K
1,752
+80%
减持
COST
COSTCO WHSL CORP NEW
+$47.0K
1,334
-1%
