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Capital Investment Counsel, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Investment Counsel, LLC
报告期 2026-03-31 · CIK 0002033609
持仓数
147
前50大市值合计
$550.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 124 项
建仓 12
增持 30
减持 77
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
EPI
WISDOMTREE TR
+$8.3M
195,374
+769%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$8.1M
509,699
清仓
UNH
UNITEDHEALTH GROUP INC
-$7.7M
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。
减持
AVGO
BROADCOM INC
+$6.1M
77,727
-12%
清仓
—
ACCENTURE PLC IRELAND
-$5.7M
0
-100%
建仓
EQH
EQUITABLE HLDGS INC
+$5.5M
97,366
减持
TXN
TEXAS INSTRS INC
-$5.1M
1,550
-95%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$4.1M
671,089
+56%
减持
MSFT
MICROSOFT CORP
+$3.7M
36,147
-5%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$3.2M
363,105
+71%
减持
AAPL
APPLE INC
-$2.0M
65,463
-6%
增持
IEFA
ISHARES TR
+$2.0M
60,506
+50%
减持
SOXX
ISHARES TR
+$1.9M
41,799
-3%
增持
CVX
CHEVRON CORP NEW
-$1.8M
77,324
+1%
减持
PWB
INVESCO EXCHANGE TRADED FD T
+$1.7M
92,290
-3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.6M
356,598
+11%
减持
OEF
ISHARES TR
-$1.6M
8,209
-45%
增持
HYDB
ISHARES TR
+$1.5M
320,003
+10%
增持
DGRO
ISHARES TR
+$1.5M
128,798
+17%
减持
QQQ
INVESCO QQQ TR
+$1.5M
19,436
-2%
减持
ABBV
ABBVIE INC
-$1.5M
50,321
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
36,066
-3%
减持
GOOGL
ALPHABET INC
+$1.2M
64,267
-2%
减持
—
EXXON MOBIL CORP
-$1.2M
59,725
-7%
减持
CAT
CATERPILLAR INC
+$1.2M
22,223
-1%
减持
DLR
DIGITAL RLTY TR INC
+$1.2M
44,609
-3%
减持
ARES
ARES MANAGEMENT CORPORATION
+$1.1M
61,440
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
28,229
-3%
建仓
VUG
VANGUARD INDEX FDS
+$1.1M
2,438
减持
EMR
EMERSON ELEC CO
+$1.0M
48,065
-2%
建仓
SHY
ISHARES TR
+$1.0M
12,144
建仓
VTV
VANGUARD INDEX FDS
+$917.5K
5,191
增持
MS
MORGAN STANLEY
+$911.7K
35,836
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$871.7K
15,790
-8%
增持
XLU
SELECT SECTOR SPDR TR
+$854.0K
14,952
+221%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$838.3K
68,888
-5%
减持
—
THOMSON REUTERS CORP
+$831.4K
54,196
-7%
增持
IEI
ISHARES TR
+$818.2K
28,196
+31%
建仓
QUAL
ISHARES TR
+$746.3K
4,082
建仓
IEF
ISHARES TR
+$743.8K
7,766
减持
VOT
VANGUARD INDEX FDS
+$730.1K
24,071
-4%
减持
AMGN
AMGEN INC
-$723.1K
17,988
-2%
建仓
IWF
ISHARES TR
+$697.6K
1,643
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$689.5K
1,655
+256%
建仓
MGK
VANGUARD WORLD FD
+$670.3K
1,831
减持
AMZN
AMAZON COM INC
+$651.4K
39,123
-6%
减持
EOG
EOG RES INC
-$643.3K
40,795
-5%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$581.6K
70,254
+1356%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$518.8K
75,412
-4%
减持
SCHF
SCHWAB STRATEGIC TR
+$500.6K
385,773
-5%
减持
VTI
VANGUARD INDEX FDS
+$489.9K
22,481
-3%
增持
SNY
SANOFI
-$481.8K
68,204
+0%
增持
PEP
PEPSICO INC
-$480.6K
36,609
+3%
减持
ING
ING GROEP N.V.
+$469.9K
291,310
-3%
减持
NVDA
NVIDIA CORPORATION
+$464.0K
11,113
-7%
减持
WAT
WATERS CORP
-$436.6K
14,146
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$433.1K
69,791
+12%
减持
GILD
GILEAD SCIENCES INC
-$432.3K
49,452
-6%
减持
PAYX
PAYCHEX INC
-$431.1K
35,215
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$421.2K
12,691
-2%
增持
GOVT
ISHARES TR
+$409.4K
182,743
+11%
增持
IGSB
ISHARES TR
+$406.4K
119,347
+6%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$394.2K
57,352
-1%
减持
SO
SOUTHERN CO
-$389.8K
66,076
-6%
减持
IQLT
ISHARES TR
+$378.4K
168,442
-3%
减持
IWP
ISHARES TR
+$345.1K
21,088
-4%
减持
XLK
SELECT SECTOR SPDR TR
+$340.9K
17,816
-12%
减持
IJH
ISHARES TR
+$338.2K
191,568
-3%
减持
DE
DEERE & CO
+$300.1K
15,307
-4%
减持
UNP
UNION PAC CORP
-$284.4K
23,733
-2%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$271.0K
1,075,510
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$266.2K
120,296
-3%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$260.6K
5,693
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$254.3K
8,095
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$253.9K
2,840
+6%
建仓
VBR
VANGUARD INDEX FDS
+$252.7K
1,296
清仓
MRK
MERCK & CO INC
-$240.4K
0
-100%
建仓
IJT
ISHARES TR
+$229.9K
1,728
清仓
JNJ
JOHNSON & JOHNSON
-$225.2K
0
-100%
清仓
AFL
AFLAC INC
-$216.7K
0
-100%
增持
IGIB
ISHARES TR
+$206.9K
32,039
+12%
增持
OWL
BLUE OWL CAPITAL INC
+$206.6K
295,291
+8%
减持
XLC
SELECT SECTOR SPDR TR
+$195.1K
19,285
-2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$174.4K
4,497
-4%
减持
WMT
WALMART INC
+$162.5K
87,981
-8%
减持
COST
COSTCO WHSL CORP NEW
-$150.2K
12,877
-6%
减持
XLI
SELECT SECTOR SPDR TR
+$135.8K
9,270
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$133.8K
40,233
-11%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$127.6K
202,011
-3%
增持
LLY
ELI LILLY & CO
-$126.5K
2,958
+0%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$123.2K
4,195
-37%
减持
XLY
SELECT SECTOR SPDR TR
+$118.0K
6,794
-1%
减持
PSA
PUBLIC STORAGE OPER CO
-$114.9K
10,343
-2%
增持
XLE
SELECT SECTOR SPDR TR
-$102.3K
13,104
+1%
增持
DON
WISDOMTREE TR
+$99.6K
132,870
+0%
增持
ADBE
ADOBE INC
+$86.6K
12,672
+1%
减持
DES
WISDOMTREE TR
-$85.4K
6,750
-28%
减持
IVV
ISHARES TR
+$85.2K
2,605
-4%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$83.0K
9,903
-12%
减持
SCHX
SCHWAB STRATEGIC TR
-$77.8K
11,137
-30%
减持
HD
HOME DEPOT INC
-$77.0K
17,024
-1%
减持
—
UNILEVER PLC
-$75.6K
72,968
-4%
减持
SPGI
S&P GLOBAL INC
+$69.9K
15,318
-3%
减持
INTU
INTUIT
+$61.1K
486
-7%
减持
SDOG
ALPS ETF TR
-$56.2K
82,606
-0%
减持
ABT
ABBOTT LABS
-$53.4K
3,855
-12%
增持
FNDX
SCHWAB STRATEGIC TR
+$52.1K
12,729
+15%
减持
SPMB
SPDR SERIES TRUST
-$50.3K
39,368
-6%
增持
SCHG
SCHWAB STRATEGIC TR
+$45.1K
10,745
+0%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$43.5K
13,490
-9%
减持
MA
MASTERCARD INCORPORATED
-$41.1K
14,477
-3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$32.5K
66,826
-2%
减持
BAC
BANK AMERICA CORP
+$28.9K
6,983
-3%
减持
DHI
D R HORTON INC
-$25.4K
44,472
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$25.3K
13,618
-0%
增持
MCD
MCDONALDS CORP
-$22.0K
1,276
+1%
减持
HCA
HCA HEALTHCARE INC
+$21.2K
685
-2%
减持
DVY
ISHARES TR
-$17.9K
2,085
-5%
减持
V
VISA INC
-$15.3K
1,487
-4%
增持
PG
PROCTER AND GAMBLE CO
-$15.0K
3,163
+4%
减持
META
META PLATFORMS INC
-$11.5K
574
-24%
减持
GOOG
ALPHABET INC
-$6.6K
6,446
-12%
减持
SUSA
ISHARES TR
-$5.6K
6,000
-10%
减持
BSCV
INVESCO EXCH TRD SLF IDX FD
-$2.4K
1,231,957
-1%
