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Aptus Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Aptus Capital Advisors, LLC
报告期 2026-03-31 · CIK 0001664193
持仓数
1,671
前50大市值合计
$7.51B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 20
增持 66
减持 38
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
LOW
LOWES COS INC
+$218.0M
1,255,706
+19210%
增持
EFA
ISHARES TR
+$192.6M
4,201,545
+342%
清仓
—
ISHARES TR
-$184.6M
0
-100%
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。
清仓
—
ISHARES TR
-$180.3M
0
-100%
清仓
IBDR
ISHARES TR
-$179.5M
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$177.6M
923,566
-65%
清仓
—
ISHARES TR
-$174.0M
0
-100%
减持
LQD
ISHARES TR
-$169.4M
16
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$155.4M
7,602,465
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$154.8M
8,034,697
增持
TLT
ISHARES TR
+$114.9M
1,000,215
+465116%
建仓
IBDT
ISHARES TR
+$95.4M
3,823,959
减持
CSX
CSX CORP
-$93.6M
7,867
-100%
增持
—
EXXON MOBIL CORP
+$88.5M
1,105,422
+1374%
增持
GOOGL
ALPHABET INC
+$85.4M
42,975
+1347%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$77.8M
3,750,435
减持
XLE
SELECT SECTOR SPDR TR
-$76.4M
5,090
-99%
增持
IBDS
ISHARES TR
+$69.7M
6,879,588
+82%
建仓
IBDU
ISHARES TR
+$54.1M
2,366,737
清仓
GILD
GILEAD SCIENCES INC
-$53.7M
0
-100%
增持
AMZN
AMAZON COM INC
-$47.1M
267,307
+1054%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$38.7M
1,998,428
建仓
IBDV
ISHARES TR
+$33.7M
1,572,720
减持
DRSK
ETF SER SOLUTIONS
-$27.7M
10,102,029
-4%
增持
ADME
ETF SER SOLUTIONS
-$25.9M
4,094,892
+0%
减持
SPDW
SPDR INDEX SHS FDS
-$20.5M
3,677,218
-0%
减持
EEM
ISHARES TR
-$13.5M
1,576
-99%
建仓
SGOV
ISHARES TR
+$13.4M
134,071
增持
AAPL
APPLE INC
-$11.7M
477,181
+8%
减持
IDUB
ETF SER SOLUTIONS
-$11.4M
2,693,895
-6%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$10.5M
0
-100%
建仓
—
ISHARES U S ETF TR
+$9.7M
176,815
清仓
FDX
FEDEX CORP
-$8.3M
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$7.7M
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$7.6M
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$7.6M
13,757
-87%
增持
NVDA
NVIDIA CORPORATION
-$7.1M
62,352
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.1M
377,832
+418%
建仓
PHM
PULTE GROUP INC
+$6.8M
172,553
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.5M
117,300
+411%
减持
IEMG
ISHARES INC
-$6.2M
39,166
-73%
增持
—
BLACKROCK INC
+$6.0M
10,991
+1056%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$5.9M
297,655
减持
INFL
LISTED FD TR
-$5.8M
1,053,559
-2%
增持
MSFT
MICROSOFT CORP
-$5.8M
219,610
+9%
减持
—
MEDTRONIC PLC
-$5.5M
2,279
-96%
清仓
BHP
BHP GROUP LTD
-$5.5M
0
-100%
增持
OSCV
ETF SER SOLUTIONS
-$5.5M
2,435,053
+6%
减持
TXN
TEXAS INSTRS INC
-$5.4M
3,137
-90%
增持
DFAE
DIMENSIONAL ETF TRUST
+$5.2M
283,195
+439%
减持
ICSH
ISHARES TR
-$5.1M
3,340
-97%
减持
DIS
DISNEY WALT CO
-$4.8M
5,488
-86%
增持
—
CHUBB LIMITED
+$4.8M
46,173
+129%
增持
COST
COSTCO WHSL CORP NEW
+$4.7M
13,123
+379%
减持
META
META PLATFORMS INC
-$4.7M
51,594
-12%
清仓
BKNG
BOOKING HOLDINGS INC
-$4.7M
0
-100%
清仓
SYK
STRYKER CORPORATION
-$4.5M
0
-100%
减持
MOS
MOSAIC CO NEW
-$4.5M
95,950
-29%
增持
TSLA
TESLA INC
+$4.5M
24,514
+120%
增持
CHE
CHEMED CORP NEW
+$4.3M
37,244
+44%
增持
GOOG
ALPHABET INC
-$4.3M
14,204
+12%
减持
PGR
PROGRESSIVE CORP
-$4.1M
25,564
-59%
减持
DHI
D R HORTON INC
-$4.0M
87,500
-33%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.9M
24,841
+752%
建仓
IQV
IQVIA HLDGS INC
+$3.9M
17,832
增持
ELV
ELEVANCE HEALTH INC
+$3.8M
26,200
+46%
增持
LLY
LILLY ELI & CO
+$3.8M
25,115
+66%
增持
MRK
MERCK & CO INC
+$3.8M
75,082
+101%
增持
ABBV
ABBVIE INC
+$3.7M
73,019
+58%
清仓
FICO
FAIR ISAAC CORP
-$3.6M
0
-100%
增持
SAMT
ADVISORS INNER CIRCLE FD III
+$3.5M
204,924
+383%
增持
MCD
MCDONALDS CORP
+$3.5M
17,963
+361%
减持
DRI
DARDEN RESTAURANTS INC
-$3.4M
36,375
-36%
增持
MDLZ
MONDELEZ INTL INC
+$3.3M
58,630
+860%
建仓
FCX
FREEPORT-MCMORAN INC
+$3.3M
111,176
清仓
FXI
ISHARES TR
-$3.2M
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.2M
407,753
+48%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.2M
895,678
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$3.1M
55,050
+79%
建仓
AR
ANTERO RESOURCES CORP
+$3.0M
97,062
减持
WMT
WALMART INC
-$2.8M
50,506
-16%
减持
DVN
DEVON ENERGY CORP NEW
-$2.8M
6,620
-88%
增持
URI
UNITED RENTALS INC
+$2.7M
12,651
+1263%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$2.7M
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$2.7M
15,178
-47%
减持
ITOT
ISHARES TR
-$2.6M
110
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.5M
81,606
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
73,620
+198%
增持
DG
DOLLAR GEN CORP NEW
+$2.4M
68,764
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.4M
39,216
+376%
清仓
SSTK
SHUTTERSTOCK INC
-$2.4M
0
-100%
清仓
FSS
FEDERAL SIGNAL CORP
-$2.4M
0
-100%
减持
TS
TENARIS S A
-$2.4M
79,128
-46%
减持
HD
HOME DEPOT INC
-$2.3M
46,771
-7%
减持
SPTM
SPDR SER TR
-$2.2M
29,470
-55%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.2M
0
-100%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$2.1M
1,925
-83%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$2.1M
22,310
-65%
增持
—
LAM RESEARCH CORP
-$2.1M
22,272
+3%
减持
ABT
ABBOTT LABS
-$2.1M
70,440
-14%
增持
JPM
JPMORGAN CHASE & CO
-$2.1M
138,015
+7%
清仓
ENTG
ENTEGRIS INC
-$2.0M
0
-100%
清仓
LVS
LAS VEGAS SANDS CORP
-$2.0M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.0M
73,076
-2%
清仓
WDFC
WD 40 CO
-$2.0M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$2.0M
77,761
-5%
清仓
UAL
UNITED AIRLS HLDGS INC
-$2.0M
0
-100%
增持
NOW
SERVICENOW INC
+$1.9M
4,540
+1035%
清仓
—
M D C HLDGS INC
-$1.9M
0
-100%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$1.9M
49,044
增持
ACIO
ETF SER SOLUTIONS
-$1.9M
6,027,174
+8%
增持
EQIX
EQUINIX INC
+$1.8M
7,639
+77%
增持
COWZ
PACER FDS TR
+$1.8M
323,977
+33%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.8M
15,878
-4%
减持
HST
HOST HOTELS & RESORTS INC
-$1.8M
125,715
-35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
53,593
+15%
增持
PFE
PFIZER INC
+$1.8M
50,716
+196%
减持
—
PIONEER NAT RES CO
-$1.8M
61,676
-1%
增持
CRM
SALESFORCE INC
-$1.8M
48,674
+6%
建仓
MATV
SCHWEITZER-MAUDUIT INTL INC
+$1.7M
69,128
建仓
—
SPARTANNASH CO
+$1.7M
56,952
增持
MO
ALTRIA GROUP INC
+$1.7M
53,782
+408%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
278,999
+3%
增持
CAT
CATERPILLAR INC
-$1.7M
55,134
+7%
增持
AMH
AMERICAN HOMES 4 RENT
+$1.6M
145,473
+63%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.5M
254,523
+6%
增持
TGT
TARGET CORP
-$1.5M
37,518
+17%
减持
PTBD
PACER FDS TR
-$1.4M
6,082
-91%
增持
CRL
CHARLES RIV LABS INTL INC
-$1.4M
25,839
+5%
增持
PEP
PEPSICO INC
+$1.4M
73,717
+13%
增持
CVX
CHEVRON CORP NEW
+$1.4M
47,458
+41%
增持
ROP
ROPER TECHNOLOGIES INC
-$1.4M
21,571
+3%
增持
KBH
KB HOME
+$1.3M
117,336
+89%
清仓
FNY
FIRST TR EXCHANGE-TRADED ALP
-$1.3M
0
-100%
建仓
IQI
INVESCO QUALITY MUN INCOME T
+$1.3M
127,920
增持
NEE
NEXTERA ENERGY INC
+$1.3M
198,274
+19%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
76,652
+20%
增持
V
VISA INC
-$1.2M
51,534
+1%
增持
USDU
WISDOMTREE TR
+$1.2M
181,711
+24%
减持
BX
BLACKSTONE INC
-$1.2M
30,718
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
86,449
+30%
增持
BAC
BK OF AMERICA CORP
-$1.1M
312,945
+19%
建仓
SEI
SOLARIS OILFIELD INFRASTRUCT
+$1.1M
102,205
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.1M
23,147
增持
IGSB
ISHARES TR
+$1.1M
21,700
+723233%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
22,909
-0%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
72,323
+9%
增持
PLD
PROLOGIS INC.
-$1.0M
47,261
+16%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$1.0M
0
-100%
清仓
HBM
HUDBAY MINERALS INC
-$999.0K
0
-100%