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Stokes Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Stokes Capital Advisors, LLC
报告期 2026-03-31 · CIK 0001734460
持仓数
104
前50大市值合计
$414.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 87 项
建仓 10
增持 40
减持 30
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
SUB
ISHARES TR
+$3.8M
36,420
减持
SHW
SHERWIN WILLIAMS CO
-$2.7M
21,813
-6%
减持
HD
HOME DEPOT INC
-$2.2M
17,733
-1%
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
PGX
INVESCO EXCH TRADED FD TR II
-$2.0M
0
-100%
减持
IWY
ISHARES TR
-$2.0M
45,109
-14%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.0M
92,720
-18%
减持
ECL
ECOLAB INC
-$1.9M
6,503
-49%
增持
WMB
WILLIAMS COS INC
+$1.9M
205,495
+7%
建仓
PFF
ISHARES TR
+$1.9M
50,937
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
131,848
+28%
建仓
MUB
ISHARES TR
+$1.7M
15,387
增持
BSV
VANGUARD BD INDEX FDS
+$1.6M
131,195
+23%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.5M
15,042
+12%
减持
MSFT
MICROSOFT CORP
-$1.5M
34,430
-5%
清仓
EMB
ISHARES TR
-$1.4M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
15,082
+1%
减持
—
ACCENTURE PLC IRELAND
-$1.3M
16,001
-1%
增持
NKE
NIKE INC
-$1.3M
51,718
+5%
建仓
HESM
HESS MIDSTREAM LP
+$1.2M
38,709
增持
—
MEDTRONIC PLC
+$1.1M
54,877
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
58,095
+20%
建仓
MA
MASTERCARD INCORPORATED
+$1.1M
3,088
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.1M
30,856
+0%
增持
KMI
KINDER MORGAN INC DEL
+$1.1M
242,624
+9%
减持
AAPL
APPLE INC
-$983.0K
69,730
-6%
增持
OKE
ONEOK INC NEW
+$903.0K
25,048
+70%
建仓
IGSB
ISHARES TR
+$903.0K
17,453
建仓
TRP
TC ENERGY CORP
+$877.0K
15,541
减持
PFE
PFIZER INC
-$852.0K
93,916
-3%
增持
AXP
AMERICAN EXPRESS CO
+$810.0K
34,569
+0%
增持
ENB
ENBRIDGE INC
+$773.0K
26,484
+131%
减持
ROP
ROPER TECHNOLOGIES INC
-$768.0K
12,187
-8%
增持
—
CHUBB LIMITED
+$755.0K
32,564
+1%
建仓
AGG
ISHARES TR
+$746.0K
6,967
建仓
ICSH
ISHARES TR
+$685.0K
13,650
增持
JNJ
JOHNSON & JOHNSON
+$680.0K
43,964
+6%
增持
SYK
STRYKER CORPORATION
+$669.0K
14,024
+22%
增持
CNI
CANADIAN NATL RY CO
+$663.0K
55,244
+1%
增持
—
LINDE PLC
+$655.0K
9,060
+40%
减持
IJR
ISHARES TR
-$641.0K
32,760
-10%
增持
TJX
TJX COS INC NEW
-$629.0K
97,660
+13%
减持
PG
PROCTER AND GAMBLE CO
-$614.0K
43,672
-2%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$565.0K
18,693
+59%
增持
MRK
MERCK & CO. INC
+$507.0K
51,611
+6%
减持
UNP
UNION PAC CORP
+$499.0K
29,758
-2%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$422.0K
0
-100%
增持
V
VISA INC
+$419.0K
31,733
+4%
增持
MCD
MCDONALDS CORP
-$400.0K
28,706
+3%
增持
HON
HONEYWELL INTL INC
+$381.0K
24,620
+16%
增持
NEE
NEXTERA ENERGY INC
-$360.0K
52,785
+2%
增持
TXN
TEXAS INSTRS INC
+$349.0K
40,986
+8%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$311.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$304.0K
14,842
+3%
增持
TGT
TARGET CORP
+$292.0K
26,699
+15%
清仓
BND
VANGUARD BD INDEX FDS
-$292.0K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$290.0K
2,095
增持
AVGO
BROADCOM INC
-$289.0K
10,598
+1%
增持
JPM
JPMORGAN CHASE & CO
-$286.0K
41,827
+11%
增持
DHR
DANAHER CORPORATION
-$285.0K
9,898
+2%
减持
FDS
FACTSET RESH SYS INC
-$284.0K
779
-39%
增持
—
BLACKROCK INC
-$278.0K
5,391
+12%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$230.0K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$222.0K
21,125
-5%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$215.0K
34,038
-6%
清仓
AMT
AMERICAN TOWER CORP NEW
-$215.0K
0
-100%
减持
KO
COCA COLA CO
+$212.0K
96,986
-1%
增持
SCHH
SCHWAB STRATEGIC TR
-$208.0K
50,424
+82%
减持
PEP
PEPSICO INC
-$204.0K
31,423
-0%
减持
—
MANAGED PORTFOLIO SERIES
+$191.0K
55,488
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$151.0K
29,848
-2%
增持
CMCSA
COMCAST CORP NEW
-$140.0K
83,492
+4%
增持
MUNI
PIMCO ETF TR
-$128.0K
47,485
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$114.0K
34,558
-2%
减持
WMT
WALMART INC
-$112.0K
2,857
-23%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$98.0K
3,635
+0%
减持
HYS
PIMCO ETF TR
-$89.0K
20,149
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$83.0K
20,179
-2%
减持
AIZ
ASSURANT INC
+$66.0K
3,192
-3%
减持
VOO
VANGUARD INDEX FDS
-$57.0K
748
-11%
增持
MRSH
MARSH & MCLENNAN COS INC
+$52.0K
31,330
+3%
减持
COST
COSTCO WHSL CORP NEW
+$45.0K
11,411
-1%
增持
SCHP
SCHWAB STRATEGIC TR
-$43.0K
33,010
+1%
减持
CASY
CASEYS GEN STORES INC
-$37.0K
2,480
-7%
减持
HRL
HORMEL FOODS CORP
-$33.0K
10,565
-11%
增持
DUK
DUKE ENERGY CORP NEW
+$17.0K
2,315
+0%
减持
—
STERIS PLC
-$15.0K
3,090
-1%
增持
AMP
AMERIPRISE FINL INC
+$0
2,270
+0%
