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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 146 项
建仓 18
增持 15
减持 81
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
SCHB
SCHWAB STRATEGIC TR
-$33.6M
1,775,141
-50%
建仓
GIS
GENERAL MLS INC
+$23.4M
451,154
减持
SPY
SPDR S&P 500 ETF TR
-$20.6M
39,926
-51%
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
QQQ
INVESCO QQQ TR
-$13.8M
37,016
-49%
减持
VOO
VANGUARD INDEX FDS
-$12.7M
45,729
-39%
减持
HYS
PIMCO ETF TR
-$11.6M
132,121
-49%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$9.7M
24,707
-50%
减持
VB
VANGUARD INDEX FDS
-$5.8M
29,107
-49%
减持
MINT
PIMCO ETF TR
-$4.2M
41,184
-51%
减持
MUB
ISHARES TR
-$3.7M
34,917
-50%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$3.5M
186,189
-40%
减持
RUNN
STRATEGIC TRUST
-$3.1M
108,136
-48%
增持
MSFT
MICROSOFT CORP
+$2.6M
11,657
+38%
减持
AGG
ISHARES TR
-$2.5M
34,308
-43%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
7,437
+100%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$1.8M
59,030
-50%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.7M
5,390
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
3,719
-42%
减持
VNQ
VANGUARD INDEX FDS
-$1.6M
26,109
-40%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.5M
75,937
-50%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.5M
15,654
-50%
建仓
VGT
VANGUARD WORLD FD
+$1.4M
2,078
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.3M
56,481
-49%
减持
VV
VANGUARD INDEX FDS
-$1.3M
5,581
-50%
减持
IJH
ISHARES TR
-$1.2M
25,886
-46%
减持
VO
VANGUARD INDEX FDS
-$1.2M
11,659
-32%
建仓
VCR
VANGUARD WORLD FD
+$1.1M
3,099
减持
VTV
VANGUARD INDEX FDS
-$1.1M
6,434
-50%
建仓
VIS
VANGUARD WORLD FD
+$958.1K
3,421
减持
GGG
GRACO INC
-$924.1K
11,401
-50%
减持
VTI
VANGUARD INDEX FDS
-$856.2K
3,699
-49%
减持
GLDM
WORLD GOLD TR
-$844.8K
14,924
-49%
减持
SPMD
SPDR SERIES TRUST
-$806.2K
16,943
-50%
建仓
DRI
DARDEN RESTAURANTS INC
+$794.5K
3,645
减持
IJR
ISHARES TR
-$787.8K
8,891
-47%
减持
SCHD
SCHWAB STRATEGIC TR
-$772.0K
25,695
-51%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$768.6K
4,125
-50%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$763.9K
27,430
-50%
减持
RSPR
INVESCO EXCHANGE TRADED FD T
-$732.6K
40,200
-33%
减持
GOOG
ALPHABET INC
-$708.9K
4,601
-53%
增持
AAPL
APPLE INC
+$665.8K
68,796
+14%
增持
VHT
VANGUARD WORLD FD
+$655.7K
5,370
+110%
减持
MCD
MCDONALDS CORP
-$571.8K
3,881
-29%
减持
MA
MASTERCARD INCORPORATED
-$560.7K
990
-51%
建仓
VFH
VANGUARD WORLD FD
+$552.7K
4,342
减持
VBK
VANGUARD INDEX FDS
+$545.1K
23,027
-1%
减持
SPYG
SPDR SERIES TRUST
-$506.4K
7,769
-50%
减持
WM
WASTE MGMT INC DEL
-$503.3K
2,144
-50%
减持
SIVR
ABRDN SILVER ETF TRUST
+$502.3K
347,063
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$498.3K
9,010
-55%
减持
DE
DEERE & CO
-$497.3K
2,527
-33%
减持
XEL
XCEL ENERGY INC
-$497.1K
6,840
-50%
减持
ILCB
ISHARES TR
-$493.8K
7,219
-50%
建仓
MRK
MERCK & CO INC
+$490.8K
6,200
增持
PSA
PUBLIC STORAGE OPER CO
+$482.0K
7,679
+30%
减持
SCHA
SCHWAB STRATEGIC TR
-$451.9K
21,108
-50%
建仓
KLAC
KLA CORP
+$447.9K
500
建仓
TROW
PRICE T ROWE GROUP INC
+$444.3K
4,604
减持
DFAS
DIMENSIONAL ETF TRUST
-$443.8K
7,954
-50%
减持
AMZN
AMAZON COM INC
-$426.5K
8,650
-29%
减持
TTC
TORO CO
-$425.1K
5,681
-50%
减持
SGOL
ETFS GOLD TR
+$416.7K
338,375
-2%
减持
USB
US BANCORP DEL
-$416.0K
10,022
-51%
建仓
MDLZ
MONDELEZ INTL INC
+$408.6K
6,058
减持
NVDA
NVIDIA CORPORATION
-$406.7K
6,283
-51%
减持
V
VISA INC
-$406.6K
1,242
-49%
减持
XLP
SELECT SECTOR SPDR TR
-$404.1K
7,466
-40%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$393.6K
0
-100%
清仓
PEP
PEPSICO INC
-$392.6K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$386.7K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$384.2K
0
-100%
清仓
TRP
TC ENERGY CORP
-$377.7K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$375.3K
452
-48%
清仓
NEE
NEXTERA ENERGY INC
-$373.8K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$373.4K
5,410
清仓
MTB
M & T BK CORP
-$364.3K
0
-100%
减持
LLY
ELI LILLY & CO
-$361.2K
416
-50%
减持
META
META PLATFORMS INC
+$346.9K
2,865
-7%
清仓
—
EXXON MOBIL CORP
-$344.8K
0
-100%
建仓
AG
FIRST MAJESTIC SILVER CORP
+$332.9K
40,255
清仓
ABBV
ABBVIE INC
-$322.8K
0
-100%
减持
EFA
ISHARES TR
-$322.0K
3,464
-55%
清仓
RSG
REPUBLIC SVCS INC
-$314.3K
0
-100%
清仓
TSLA
TESLA INC
-$302.2K
0
-100%
清仓
ECL
ECOLAB INC
-$301.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$298.7K
3,890
+6%
清仓
XLC
SELECT SECTOR SPDR TR
-$293.6K
0
-100%
增持
TGT
TARGET CORP
+$284.7K
5,196
+138%
减持
IWF
ISHARES TR
-$280.9K
944
-50%
减持
GE
GE AEROSPACE
-$278.3K
1,953
-50%
清仓
ED
CONSOLIDATED EDISON INC
-$271.5K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$269.1K
7,655
-47%
减持
SCHW
SCHWAB CHARLES CORP
-$269.0K
4,045
-50%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$268.9K
0
-100%
建仓
KO
COCA COLA CO
+$266.4K
3,765
清仓
AMD
ADVANCED MICRO DEVICES INC
-$257.1K
0
-100%
增持
FAST
FASTENAL CO
-$256.7K
7,233
+0%
减持
MINN
TRUST FOR PROFESSIONAL MANAG
-$254.9K
11,504
-50%
减持
FTEC
FIDELITY COVINGTON TRUST
-$250.6K
2,000
-50%
清仓
AXON
AXON ENTERPRISE INC
-$249.3K
0
-100%
清仓
ENB
ENBRIDGE INC
-$243.3K
0
-100%
清仓
IWD
ISHARES TR
-$242.3K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$239.6K
3,285
-49%
清仓
AFL
AFLAC INC
-$238.9K
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$233.3K
0
-100%
减持
T
AT&T INC
-$231.4K
9,218
-48%
清仓
DUK
DUKE ENERGY CORP NEW
-$230.8K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$228.3K
6,168
+67%
增持
JPM
JPMORGAN CHASE & CO.
+$226.3K
4,120
+4%
减持
WMT
WALMART INC
-$224.7K
3,218
-48%
建仓
KMB
KIMBERLY-CLARK CORP
+$221.7K
1,720
清仓
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$220.4K
0
-100%
清仓
OKE
ONEOK INC NEW
-$220.4K
0
-100%
清仓
IWB
ISHARES TR
-$219.6K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$218.7K
1,369
-50%
清仓
GKOS
GLAUKOS CORP
-$216.9K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$215.6K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$210.2K
0
-100%
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$208.9K
13,023
建仓
TCAF
T ROWE PRICE ETF INC
+$205.3K
5,818
清仓
MRSH
MARSH & MCLENNAN COS INC
-$205.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$204.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$191.0K
2,952
+80%
减持
AMAT
APPLIED MATLS INC
-$185.6K
1,744
-50%
减持
VZ
VERIZON COMMUNICATIONS INC
-$177.8K
5,390
-41%
增持
IVV
ISHARES TR
+$176.1K
1,383
+14%
减持
IVW
ISHARES TR
-$174.9K
2,322
-50%
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$174.7K
0
-100%
减持
HD
HOME DEPOT INC
-$174.4K
566
-46%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$163.7K
5,253
-50%
减持
HON
HONEYWELL INTL INC
-$156.8K
939
-47%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$148.2K
3,944
-46%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$143.4K
0
-100%
减持
EMR
EMERSON ELEC CO
-$131.8K
1,538
-50%
建仓
BMBL
BUMBLE INC
+$114.3K
17,350
减持
DAL
DELTA AIR LINES INC DEL
-$104.1K
15,497
-22%
增持
CL
COLGATE PALMOLIVE CO
-$104.1K
21,582
+896%
增持
JNJ
JOHNSON & JOHNSON
+$90.7K
9,678
+16%
减持
HL
HECLA MNG CO
-$76.0K
15,171
-49%
减持
NNN
NNN REIT INC
-$74.8K
38,734
-5%
增持
GOOGL
ALPHABET INC
+$73.9K
3,156
+1%
减持
MMM
3M CO
-$66.2K
5,924
-10%
减持
ARCC
ARES CAPITAL CORP
-$54.9K
10,069
-19%
减持
GEV
GE VERNOVA INC
-$46.8K
575
-50%
减持
—
TILRAY BRANDS INC
-$22.9K
25,380
-50%
减持
GLD
SPDR GOLD TR
-$20.3K
2,045
-8%
