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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 142 项
建仓 14
增持 68
减持 51
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
XLV
SELECT SECTOR SPDR TR
+$7.1M
59,995
+453%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
+$7.1M
455,240
+306%
清仓
VOT
VANGUARD INDEX FDS
-$6.9M
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。
清仓
—
THOMSON REUTERS CORP
-$6.2M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$6.2M
47,089
清仓
ROP
ROPER TECHNOLOGIES INC
-$5.8M
0
-100%
增持
XFIV
BONDBLOXX ETF TRUST
+$5.1M
403,041
+35%
减持
AVGO
BROADCOM INC
-$4.3M
52,386
-12%
建仓
CNQ
CANADIAN NAT RES LTD MED TER
+$4.1M
84,392
减持
MSFT
MICROSOFT CORP
-$4.1M
35,361
-1%
清仓
PAYX
PAYCHEX INC
-$4.1M
0
-100%
减持
CVX
CHEVRON CORPORATION
+$3.9M
75,518
-2%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$3.8M
27,661
清仓
NVO
NOVO-NORDISK A S
-$3.7M
0
-100%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$3.2M
79,752
建仓
SAMT
ADVISORS INNER CIRCLE FD III
+$3.1M
79,960
减持
—
EXXON MOBIL CORP
+$2.9M
61,246
-1%
减持
IWP
ISHARES TR
-$2.9M
2,482
-89%
建仓
UPS
UNITED PARCEL SVCS INC
+$2.8M
28,873
增持
ARES
ARES MANAGEMENT CORPORATION
-$2.6M
62,660
+8%
减持
GOOGL
ALPHABET INC
-$2.3M
55,394
-5%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$2.2M
722,194
+19%
减持
CAT
CATERPILLAR INC
+$2.1M
20,359
-5%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$2.0M
1,168,992
+13%
建仓
XLE
SELECT SECTOR SPDR TR
+$1.9M
31,513
清仓
XLC
SELECT SECTOR SPDR TR
-$1.9M
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
+$1.7M
16,139
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$1.6M
12,926
-1%
减持
AAPL
APPLE INC
-$1.6M
65,465
-2%
减持
DE
DEERE & CO
+$1.4M
15,514
-2%
减持
MA
MASTERCARD INCORPORATED
-$1.3M
13,821
-4%
增持
DLR
DIGITAL RLTY TR INC
+$1.3M
43,211
+3%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$1.3M
961,430
-6%
增持
SPGI
S&P GLOBAL INC
-$1.3M
15,075
+3%
减持
EPI
WISDOMTREE TR
-$1.3M
207,881
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
28,472
+5%
增持
WAT
WATERS CORP
-$1.1M
14,199
+0%
减持
EQH
EQUITABLE HLDGS INC
-$1.1M
99,460
-1%
减持
XLU
SELECT SECTOR SPDR TR
-$1.1M
13,815
-66%
减持
WMT
WALMART INC
+$1.0M
85,760
-1%
增持
JPM
JPMORGAN CHASE & CO
-$932.6K
33,992
+0%
增持
IVV
ISHARES TR
+$852.9K
4,803
+44%
增持
QQQ
INVESCO QQQ TR
-$831.7K
20,552
+2%
建仓
XTRE
BONDBLOXX ETF TRUST
+$814.7K
16,456
减持
GILD
GILEAD SCIENCES INC
+$811.8K
48,904
-0%
增持
META
META PLATFORMS INC
-$736.9K
10,201
+2%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$700.2K
443,345
-1%
增持
AMGN
AMGEN INC
+$694.3K
19,702
+3%
增持
SO
SOUTHERN CO
+$677.2K
61,772
+2%
减持
LLY
ELI LILLY & CO
-$661.6K
2,939
-6%
增持
AMZN
AMAZON COM INC
-$658.9K
40,610
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$629.8K
428,888
+3%
增持
SDOG
ALPS ETF TR
+$610.7K
92,838
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$607.6K
19,261
+19%
建仓
XLB
SELECT SECTOR SPDR TR
+$604.0K
12,088
增持
DRI
DARDEN RESTAURANTS INC
+$591.8K
28,456
+5%
增持
FNF
FIDELITY NATL FINL INC
-$524.3K
75,003
+2%
增持
PEP
PEPSICO INC
+$512.0K
35,499
+2%
减持
SOXX
ISHARES TR
+$498.0K
39,098
-5%
增持
UL
UNILEVER PLC
-$489.2K
65,903
+2%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$471.6K
75,934
-1%
减持
MGK
VANGUARD WORLD FD
-$413.1K
2,255
-25%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$408.5K
3,145
-26%
减持
NVDA
NVIDIA CORPORATION
-$392.3K
12,973
-3%
增持
DON
WISDOMTREE TR
+$390.4K
145,594
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$379.4K
3,916
+86%
减持
GOOG
ALPHABET INC
-$378.4K
5,916
-11%
建仓
MUB
ISHARES TR
+$365.7K
3,445
减持
VTI
VANGUARD INDEX FDS
-$365.2K
24,259
-0%
建仓
URI
UNITED RENTALS INC
+$364.3K
500
增持
ABBV
ABBVIE INC
-$364.0K
48,764
+2%
减持
QUAL
ISHARES TR
-$336.8K
4,540
-25%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$336.7K
585,179
+5%
清仓
INTU
INTUIT
-$319.9K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$313.6K
2,118
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$283.9K
90,881
-2%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP
+$278.5K
67,463
+5%
清仓
ABT
ABBOTT LABS
-$278.4K
0
-100%
增持
ING
ING GROEP N.V.
-$277.9K
282,526
+4%
增持
CFG
CITIZENS FINL GROUP INC
+$277.4K
68,270
+4%
增持
HYDB
ISHARES TR
+$276.1K
428,189
+3%
建仓
VDE
VANGUARD WORLD FD
+$267.3K
1,545
增持
DHI
D R HORTON INC
-$265.2K
44,942
+1%
增持
PGR
PROGRESSIVE CORP
+$256.9K
2,871
+109%
减持
VUG
VANGUARD INDEX FDS
-$252.0K
4,472
-1%
减持
IEI
ISHARES TR
-$234.8K
6,683
-22%
建仓
XONE
BONDBLOXX ETF TRUST
+$230.3K
4,650
增持
PSA
PUBLIC STORAGE OPER CO
+$221.2K
10,816
+4%
增持
HD
HOME DEPOT INC
-$218.6K
16,860
+1%
增持
OEF
ISHARES TR
-$209.1K
11,302
+2%
清仓
—
MAGNUM ICE CREAM CO NV
-$208.7K
0
-100%
减持
IJH
ISHARES TR
+$199.6K
200,261
-1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$193.8K
43,228
+2%
增持
DVY
ISHARES TR
+$193.7K
3,057
+60%
增持
MS
MORGAN STANLEY
-$193.7K
39,314
+5%
增持
LAMR
LAMAR ADVERTISING CO
+$191.4K
61,607
+2%
减持
V
VISA INC
-$185.5K
1,093
-26%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$182.7K
4,564
+68%
增持
IQLT
ISHARES TR
+$179.5K
178,297
+1%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$172.2K
31,803
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$162.1K
12,286
-37%
增持
XLK
SELECT SECTOR SPDR TR
-$154.8K
46,935
+6%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$148.1K
72,420
+1%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$123.7K
2,379
+7%
增持
IGIB
ISHARES TR
+$122.3K
42,552
+7%
减持
VTV
VANGUARD INDEX FDS
-$117.8K
4,794
-13%
增持
IEFA
ISHARES TR
+$110.9K
70,091
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$109.9K
7,925
+2%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$102.5K
1,310,877
+2%
增持
TSLA
TESLA INC
-$90.7K
2,124
+88%
减持
IGSB
ISHARES TR
-$83.3K
135,179
-1%
增持
GLD
SPDR GOLD TR
+$69.6K
883
+13%
增持
IWF
ISHARES TR
-$67.9K
3,607
+6%
减持
SPMB
SPDR SERIES TRUST
-$59.8K
32,061
-8%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$58.9K
197,043
-4%
减持
BAC
BANK AMERICA CORP
-$57.0K
6,710
-4%
减持
VB
VANGUARD INDEX FDS
-$55.6K
1,467
-14%
减持
—
EATON CORP PLC
+$51.7K
3,394
-7%
减持
JNJ
JOHNSON & JOHNSON
+$47.1K
1,290
-0%
增持
SHY
ISHARES TR
+$43.9K
4,835
+13%
减持
IWV
ISHARES TR
-$42.5K
761
-9%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$37.6K
7,184
-8%
减持
UNP
UNION PAC CORP
-$33.3K
1,150
-15%
增持
MRK
MERCK & CO INC
+$33.1K
2,041
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$31.1K
71,749
+1%
增持
EMR
EMERSON ELEC CO
+$30.8K
50,882
+2%
减持
GOVT
ISHARES TR
-$27.6K
214,352
-0%
增持
XLY
SELECT SECTOR SPDR TR
-$24.1K
18,800
+8%
减持
DGRO
ISHARES TR
+$23.6K
141,580
-1%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$23.0K
16,571
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$22.1K
5,160
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$21.6K
10,653
-3%
增持
FNDX
SCHWAB STRATEGIC TR
+$19.0K
13,457
+3%
减持
IEF
ISHARES TR
-$13.1K
2,377
-5%
增持
IVW
ISHARES TR
+$9.2K
3,880
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$8.0K
58,936
+11%
增持
SCHG
SCHWAB STRATEGIC TR
-$7.4K
11,129
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$6.3K
6,881
+0%
减持
MCD
MCDONALDS CORP
+$6.1K
1,365
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$5.3K
8,707
+0%
增持
PG
PROCTER & GAMBLE CO
+$4.4K
3,001
+0%
减持
IXUS
ISHARES TR
-$1.6K
3,508
-3%
