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Capital Management Associates, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Management Associates, Inc
报告期 2026-03-31 · CIK 0002008851
持仓数
151
前50大市值合计
$387.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 140 项
建仓 36
增持 87
减持 6
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
+$37.4M
3,527,282
+108%
增持
SPY
SPDR S&P 500 ETF TR
+$23.1M
80,864
+114%
清仓
GIS
GENERAL MLS INC
-$20.3M
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。
增持
QQQ
INVESCO QQQ TR
+$15.2M
72,966
+96%
增持
VOO
VANGUARD INDEX FDS
+$14.6M
75,321
+68%
增持
HYS
PIMCO ETF TR
+$13.0M
258,042
+117%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$11.0M
48,968
+119%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$6.4M
312,794
+200%
增持
VB
VANGUARD INDEX FDS
+$5.7M
57,398
+96%
增持
MUB
ISHARES TR
+$4.7M
69,814
+182%
增持
MINT
PIMCO ETF TR
+$4.6M
83,330
+121%
增持
AAPL
APPLE INC
+$4.5M
60,545
+70%
增持
RUNN
STRATEGIC TRUST
+$3.5M
209,654
+107%
增持
AGG
ISHARES TR
+$3.3M
59,828
+125%
清仓
UNH
UNITEDHEALTH GROUP INC
-$2.2M
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.2M
118,308
+133%
增持
VNQ
VANGUARD INDEX FDS
+$2.1M
43,589
+116%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
6,458
+103%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.8M
31,308
+100%
减持
SIVR
ABRDN SILVER ETF TRUST
+$1.7M
351,895
-0%
增持
SGOL
ETFS GOLD TR
+$1.7M
343,920
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
151,682
+100%
增持
RSPR
INVESCO EXCHANGE TRADED FD T
+$1.5M
59,950
+209%
增持
VV
VANGUARD INDEX FDS
+$1.4M
11,162
+100%
增持
VO
VANGUARD INDEX FDS
+$1.3M
17,071
+46%
增持
SPMD
SPDR SER TR
+$1.3M
33,754
+320%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
12,886
+109%
增持
GLDM
WORLD GOLD TR
+$1.1M
29,450
+106%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.0M
54,860
+145%
增持
DE
DEERE & CO
+$978.0K
3,798
+100%
增持
GGG
GRACO INC
+$931.9K
22,802
+98%
增持
VTI
VANGUARD INDEX FDS
+$908.4K
7,206
+95%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$879.5K
8,314
+122%
增持
META
META PLATFORMS INC
+$863.9K
3,068
+99%
增持
SPYG
SPDR SER TR
+$768.8K
15,514
+185%
增持
IJH
ISHARES TR
+$767.6K
47,902
+47%
增持
MCD
MCDONALDS CORP
+$767.3K
5,460
+69%
增持
SCHD
SCHWAB STRATEGIC TR
+$749.0K
51,964
+102%
清仓
DRI
DARDEN RESTAURANTS INC
-$680.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$646.4K
19,908
+160%
增持
AMZN
AMAZON COM INC
+$636.9K
12,216
+59%
清仓
MRK
MERCK & CO INC
-$616.8K
0
-100%
减持
PSA
PUBLIC STORAGE OPER CO
-$599.8K
5,918
-25%
增持
GOOG
ALPHABET INC
+$570.2K
9,760
+95%
增持
ILCB
ISHARES TR
+$569.6K
14,406
+115%
增持
MA
MASTERCARD INCORPORATED
+$565.2K
2,038
+94%
增持
XEL
XCEL ENERGY INC
+$564.6K
13,602
+131%
增持
WM
WASTE MGMT INC DEL
+$562.1K
4,294
+101%
增持
XLP
SELECT SECTOR SPDR TR
+$561.2K
12,350
+117%
增持
CAT
CATERPILLAR INC
+$548.9K
3,674
+101%
增持
NVDA
NVIDIA CORPORATION
+$526.7K
12,912
+99%
增持
IJR
ISHARES TR
+$523.8K
16,824
+57%
清仓
TROW
PRICE T ROWE GROUP INC
-$511.2K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$507.8K
6,440
建仓
T
AT&T INC
+$498.2K
17,618
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$469.3K
10,424
+92%
增持
V
VISA INC
+$452.9K
2,418
+94%
增持
SCHA
SCHWAB STRATEGIC TR
+$443.1K
42,078
+100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$432.9K
15,908
+100%
增持
VBK
VANGUARD INDEX FDS
-$425.4K
23,164
+4%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$411.1K
9,062
增持
GE
GE AEROSPACE
+$395.5K
3,902
+69%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$393.6K
1,140
建仓
PEP
PEPSICO INC
+$392.6K
2,618
建仓
XLV
SELECT SECTOR SPDR TR
+$386.7K
2,648
建仓
XLE
SELECT SECTOR SPDR TR
+$384.2K
4,111
减持
TGT
TARGET CORP
-$383.3K
2,184
-52%
建仓
TRP
TC ENERGY CORP
+$377.7K
8,000
增持
USB
US BANCORP DEL
+$377.0K
20,594
+100%
建仓
NEE
NEXTERA ENERGY INC
+$373.8K
5,274
增持
GLD
SPDR GOLD TR
+$373.2K
2,234
+100%
增持
TTC
TORO CO
+$371.5K
11,362
+100%
增持
COST
COSTCO WHSL CORP NEW
+$369.8K
869
+76%
增持
LLY
ELI LILLY & CO
+$365.5K
830
+100%
建仓
MTB
M & T BK CORP
+$364.3K
2,038
建仓
GEV
GE VERNOVA INC
+$351.1K
1,150
建仓
—
EXXON MOBIL CORP
+$344.8K
2,898
增持
IVV
ISHARES TR
+$343.3K
1,216
+111%
增持
SCHW
SCHWAB CHARLES CORP
+$337.4K
8,150
+101%
建仓
EMR
EMERSON ELEC CO
+$336.9K
3,072
增持
VHT
VANGUARD WORLD FD
+$334.3K
2,560
+89%
建仓
ABBV
ABBVIE INC
+$322.8K
1,540
增持
MSFT
MICROSOFT CORP
-$317.3K
8,448
+2%
建仓
RSG
REPUBLIC SVCS INC
+$314.3K
1,298
增持
IWF
ISHARES TR
+$302.6K
1,888
+100%
建仓
ECL
ECOLAB INC
+$301.4K
1,188
建仓
XLC
SELECT SECTOR SPDR TR
+$293.6K
3,044
增持
FAST
FASTENAL CO
+$292.3K
7,228
+94%
增持
SCHZ
SCHWAB STRATEGIC TR
+$276.6K
111,814
+10%
增持
FTEC
FIDELITY COVINGTON TRUST
+$275.3K
4,000
+100%
清仓
NVO
NOVO-NORDISK A S
-$273.5K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$271.5K
2,456
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$268.9K
804
清仓
BA
BOEING CO
-$263.7K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$257.1K
2,502
增持
MINN
TRUST FOR PROFESSIONAL MANAG
+$251.7K
23,008
+100%
建仓
AXON
AXON ENTERPRISE INC
+$249.3K
474
增持
WMT
WALMART INC
+$249.0K
6,143
+91%
增持
XLK
SELECT SECTOR SPDR TR
+$247.0K
2,738
+100%
建仓
ENB
ENBRIDGE INC
+$243.3K
5,490
建仓
IWD
ISHARES TR
+$242.3K
1,288
建仓
AFL
AFLAC INC
+$238.9K
2,148
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$233.3K
3,846
建仓
DUK
DUKE ENERGY CORP NEW
+$230.8K
1,892
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$226.2K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$222.8K
3,480
+101%
建仓
EMQQ
EXCHANGE TRADED CONCEPTS TRU
+$220.4K
5,776
建仓
OKE
ONEOK INC NEW
+$220.4K
2,220
建仓
IWB
ISHARES TR
+$219.6K
716
建仓
GKOS
GLAUKOS CORP
+$216.9K
2,204
建仓
XLY
SELECT SECTOR SPDR TR
+$215.6K
1,092
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$210.2K
946
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$206.6K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$205.0K
840
建仓
CVX
CHEVRON CORP NEW
+$204.3K
1,222
建仓
CL
COLGATE PALMOLIVE CO
+$203.0K
2,166
增持
IVW
ISHARES TR
+$195.4K
4,638
+100%
增持
MMM
3M CO
+$187.5K
6,592
+9%
清仓
LOAN
MANHATTAN BRDG CAP INC
-$184.3K
0
-100%
增持
HD
HOME DEPOT INC
+$161.7K
1,042
+84%
增持
HON
HONEYWELL INTL INC
+$157.2K
1,772
+83%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$154.9K
7,362
+107%
增持
TSLA
TESLA INC
-$153.4K
1,166
+3%
增持
GOOGL
ALPHABET INC
+$152.0K
3,119
+79%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$143.4K
12,802
增持
EFA
ISHARES TR
+$128.2K
7,728
+16%
减持
PG
PROCTER AND GAMBLE CO
-$114.9K
1,639
-30%
增持
JPM
JPMORGAN CHASE & CO.
+$113.1K
3,946
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$110.4K
14,312
+17%
清仓
BMBL
BUMBLE INC
-$93.8K
0
-100%
增持
HL
HECLA MNG CO
+$92.5K
30,009
+98%
增持
NNN
NNN REIT INC
+$78.2K
40,970
+0%
减持
JNJ
JOHNSON & JOHNSON
+$77.8K
8,368
-8%
减持
FSK
FS KKR CAP CORP
-$74.5K
22,913
-10%
增持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$74.0K
19,940
+99%
增持
ARCC
ARES CAPITAL CORP
+$57.9K
12,454
+25%
增持
DAL
DELTA AIR LINES INC DEL
-$28.6K
19,868
+34%
增持
WFC
WELLS FARGO CO NEW
+$15.3K
3,704
+4%
增持
VUG
VANGUARD INDEX FDS
-$5.1K
3,718
+10%
增持
—
TILRAY BRANDS INC
-$381
50,760
+100%
