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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 102 项
建仓 27
增持 30
减持 42
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
—
EXXON MOBIL CORP
+$6.1M
48,363
+179%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.2M
2,684
-85%
增持
QCOM
QUALCOMM INC
+$5.2M
41,659
+3337%
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。
增持
LLY
ELI LILLY & CO
+$4.9M
6,286
+688%
增持
PYLD
PIMCO ETF TR
+$4.5M
688,346
+35%
减持
HESM
HESS MIDSTREAM LP
-$4.3M
5,745
-96%
增持
OKE
ONEOK INC NEW
+$4.1M
48,496
+1369%
减持
CNI
CANADIAN NATL RY CO
-$3.8M
2,550
-94%
减持
MINT
PIMCO ETF TR
-$3.5M
163,062
-18%
减持
CNQ
CANADIAN NAT RES LTD MED TER
-$3.5M
11,210
-91%
增持
MS
MORGAN STANLEY
+$2.9M
39,573
+96%
减持
AXP
AMERICAN EXPRESS CO
-$2.7M
33,737
-3%
增持
MSFT
MICROSOFT CORP
-$2.7M
44,535
+12%
建仓
MUNI
PIMCO ETF TR
+$2.6M
49,100
增持
HYS
PIMCO ETF TR
+$2.5M
37,994
+249%
减持
INTU
INTUIT
-$2.4M
4,466
-32%
减持
ORCL
ORACLE CORP
-$2.3M
30,842
-12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.3M
20,049
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
34,445
+65%
减持
AVGO
BROADCOM INC
-$2.2M
53,581
-1%
建仓
SMMU
PIMCO ETF TR
+$2.0M
40,000
减持
—
ACCENTURE PLC IRELAND
-$1.9M
20,290
-8%
减持
SYK
STRYKER CORPORATION
-$1.8M
23,671
-14%
减持
V
VISA INC
-$1.8M
33,612
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
41,709
+2%
减持
ABT
ABBOTT LABORATORIES
-$1.5M
56,023
-3%
减持
CAT
CATERPILLAR INC
+$1.4M
11,278
-2%
减持
WMB
WILLIAMS COS INC
+$1.4M
156,811
-6%
减持
LMT
LOCKHEED MARTIN CORP
+$1.4M
13,483
-4%
增持
WMT
WALMART INC
+$1.3M
15,088
+173%
增持
JPM
JPMORGAN CHASE & CO
-$1.3M
46,088
+0%
清仓
ZTS
ZOETIS INC
-$1.1M
0
-100%
增持
PEP
PEPSICO INC
+$1.0M
51,701
+6%
减持
COST
COSTCO WHOLESALE CORPORATION
+$911.0K
10,659
-5%
减持
AAPL
APPLE INC
-$893.0K
45,626
-1%
增持
MA
MASTERCARD INCORPORATED
-$888.2K
17,185
+4%
减持
—
LINDE PLC
+$855.5K
15,179
-3%
减持
TXN
TEXAS INSTRS INC
+$818.0K
44,938
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$759.3K
36,750
-4%
减持
SHW
SHERWIN WILLIAMS CO
-$730.1K
24,033
-8%
增持
CSCO
CISCO SYS INC
+$679.5K
12,493
+232%
减持
TJX
TJX COS INC NEW
-$672.0K
93,740
-8%
增持
AMGN
AMGEN INC
+$586.8K
2,306
+236%
减持
MCD
MCDONALDS CORP
-$560.1K
38,698
-6%
建仓
PFE
PFIZER INC
+$466.8K
16,625
减持
—
CHUBB LTD SWITZ
-$466.0K
25,338
-9%
减持
KMI
KINDER MORGAN INC DEL
+$460.7K
109,959
-6%
建仓
BLK
BLACKROCK INC
+$443.3K
461
建仓
—
MEDTRONIC PLC
+$437.2K
5,046
建仓
DELL
DELL TECHNOLOGIES INC
+$418.5K
2,550
减持
CL
COLGATE PALMOLIVE CO
-$405.9K
68,250
-13%
增持
TBG
EA SERIES TRUST
+$400.3K
67,138
+16%
减持
NEE
NEXTERA ENERGY INC
+$397.1K
88,442
-9%
建仓
STT
STATE STR CORP
+$389.2K
3,075
减持
ENB
ENBRIDGE INC
+$387.4K
79,511
-3%
减持
ROP
ROPER TECHNOLOGIES INC
-$374.2K
1,105
-36%
减持
KO
COCA COLA CO
+$349.3K
119,167
-4%
建仓
PRU
PRUDENTIAL FINL INC
+$346.8K
3,550
增持
ABBV
ABBVIE INC
-$333.2K
36,838
+1%
增持
IWY
ISHARES TR
-$318.3K
13,763
+2%
增持
BAC
BANK AMERICA CORP
+$317.7K
12,337
+139%
减持
LNG
CHENIERE ENERGY INC
+$304.7K
14,820
-26%
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$294.9K
8,250
建仓
MET
METLIFE INC
+$290.0K
4,100
建仓
FNF
FIDELITY NATL FINL INC
+$285.2K
6,150
建仓
LRCX
LAM RESEARCH CORP
+$282.7K
1,323
建仓
GILD
GILEAD SCIENCES INC
+$282.2K
2,025
建仓
GPC
GENUINE PARTS CO
+$269.7K
2,550
增持
MRK
MERCK & CO INC
+$255.1K
4,098
+81%
建仓
VICI
VICI PPTYS INC
+$252.7K
9,250
建仓
CINF
CINCINNATI FINL CORP
+$247.8K
1,575
清仓
VDIG
VANGUARD WELLESLEY INCOME FD
-$245.8K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$237.6K
3,600
建仓
WEC
WEC ENERGY GROUP INC
+$237.3K
2,050
建仓
CVX
CHEVRON CORPORATION
+$232.8K
1,125
建仓
DHR
DANAHER CORP DEL
+$229.4K
1,210
增持
HD
HOME DEPOT INC
-$218.7K
21,235
+1%
建仓
ET
ENERGY TRANSFER L P
+$215.6K
11,170
建仓
UPS
UNITED PARCEL SVCS INC
+$214.0K
2,175
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$209.6K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$209.1K
7,284
建仓
PLD
PROLOGIS INC.
+$204.9K
1,550
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$203.6K
3,177
建仓
DUK
DUKE ENERGY CORP NEW
+$202.2K
1,544
减持
NKE
NIKE INC
-$202.1K
4,550
-34%
减持
NVO
NOVO-NORDISK A S
-$166.5K
8,600
-9%
建仓
OWL
BLUE OWL CAPITAL INC
+$164.3K
18,000
增持
PH
PARKER-HANNIFIN CORP
+$110.7K
1,400
+8%
增持
GOOGL
ALPHABET INC
+$104.1K
25,155
+10%
增持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$102.9K
12,958
+3%
增持
SPGI
S&P GLOBAL INC
+$69.7K
745
+58%
减持
NOC
NORTHROP GRUMMAN CORP
+$62.5K
12,885
-16%
减持
—
TRANE TECHNOLOGIES PLC
-$48.5K
9,827
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$43.8K
26,273
+1%
增持
IJR
ISHARES TR
+$35.7K
6,282
+1%
减持
—
EATON CORP PLC
-$35.6K
588
-24%
增持
LOW
LOWES COS INC
+$22.5K
2,260
+7%
减持
VIGI
VANGUARD WHITEHALL FDS
-$16.5K
2,488
-4%
增持
GS
GOLDMAN SACHS GROUP INC
-$9.0K
326
+1%
减持
UNP
UNION PAC CORP
+$7.7K
23,654
-5%
减持
HON
HONEYWELL INTL INC
+$7.5K
37,344
-14%
减持
PG
PROCTER & GAMBLE CO
+$6.2K
61,634
-1%
