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Cape Investment Advisory, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cape Investment Advisory, Inc.
报告期 2026-03-31 · CIK 1944437
持仓数
227
前50大市值合计
$213.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 77
减持 58
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BINC
BLACKROCK ETF TRUST II
+$2.1M
58,166
+223%
增持
KO
COCA COLA CO
+$1.8M
44,096
+157%
减持
AAPL
APPLE INC
-$1.3M
16,946
-41%
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
SCHJ
SCHWAB STRATEGIC TR
+$1.2M
29,830
+467%
增持
SCHB
SCHWAB STRATEGIC TR
+$943.3K
510,819
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$861.9K
6,100
+1325%
增持
NVDA
NVIDIA CORPORATION
+$644.5K
9,574
+1506%
增持
SO
SOUTHERN CO
+$542.1K
21,370
+37%
减持
SCHG
SCHWAB STRATEGIC TR
+$508.5K
73,959
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$498.1K
12,841
+1%
增持
SPYM
SPDR SER TR
+$447.6K
16,954
+64%
增持
JAAA
JANUS DETROIT STR TR
+$432.5K
45,267
+23%
增持
MSFT
MICROSOFT CORP
+$429.6K
14,222
+1%
增持
GOOG
ALPHABET INC
+$428.7K
13,583
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$424.8K
201,928
-0%
增持
NGG
NATIONAL GRID PLC
+$422.8K
8,495
+871%
减持
SPY
SPDR S&P 500 ETF TR
-$367.5K
4,695
-16%
减持
HD
HOME DEPOT INC
-$367.5K
2,277
-24%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$357.2K
12,135
+26%
减持
IQV
IQVIA HLDGS INC
-$348.2K
8,357
-0%
减持
DIS
DISNEY WALT CO
-$342.9K
12,353
-4%
建仓
—
SILA REALTY TRUST INC
+$334.0K
15,776
增持
ADBE
ADOBE INC
+$323.5K
1,913
+31%
增持
SCHD
SCHWAB STRATEGIC TR
+$307.7K
48,195
+13%
增持
AMZN
AMAZON COM INC
+$264.7K
20,373
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$245.7K
130,947
+2%
增持
SCHM
SCHWAB STRATEGIC TR
-$236.8K
70,587
+0%
增持
AVGO
BROADCOM INC
+$236.4K
166
+622%
增持
BKNG
BOOKING HOLDINGS INC
+$223.7K
529
+3%
增持
IXUS
ISHARES TR
+$209.9K
7,907
+65%
增持
VYM
VANGUARD WHITEHALL FDS
+$205.4K
2,119
+458%
增持
MGMT
UNIFIED SER TR
+$202.2K
70,785
+15%
增持
DEO
DIAGEO PLC
+$194.1K
9,696
+40%
增持
PJUN
INNOVATOR ETFS TRUST
+$190.1K
47,250
+9%
增持
SCHY
SCHWAB STRATEGIC TR
+$184.0K
39,679
+28%
减持
QCOM
QUALCOMM INC
-$182.9K
4,638
-29%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$175.6K
4,173
-45%
减持
GOOGL
ALPHABET INC
+$173.7K
19,773
-13%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$167.8K
681
增持
IJR
ISHARES TR
+$167.4K
2,660
+153%
增持
CRM
SALESFORCE INC
+$164.6K
2,927
+50%
减持
MA
MASTERCARD INCORPORATED
-$164.0K
3,535
-1%
增持
IP
INTERNATIONAL PAPER CO
+$161.4K
3,921
+1861%
减持
AGZD
WISDOMTREE TR
-$161.4K
37,878
-17%
减持
UPS
UNITED PARCEL SERVICE INC
-$160.6K
2,384
-27%
减持
BND
VANGUARD BD INDEX FDS
-$153.0K
6,202
-25%
增持
CVS
CVS HEALTH CORP
-$149.4K
8,357
+4%
增持
E
ENI S P A
+$147.5K
5,100
+1600%
增持
QQQ
INVESCO QQQ TR
+$147.1K
3,306
+2%
减持
MCD
MCDONALDS CORP
-$146.1K
876
-33%
增持
ILCG
ISHARES TR
+$137.1K
23,113
+0%
减持
JNJ
JOHNSON & JOHNSON
-$136.7K
4,057
-12%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$133.4K
2,787
+22%
减持
PG
PROCTER AND GAMBLE CO
-$132.8K
3,770
-19%
建仓
WEC
WEC ENERGY GROUP INC
+$131.5K
1,676
增持
META
META PLATFORMS INC
+$125.8K
4,860
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$119.6K
30,970
-4%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$113.4K
1,501
+178%
增持
IVW
ISHARES TR
+$113.3K
2,489
+80%
减持
GPRE
GREEN PLAINS INC
-$112.6K
3,800
-49%
减持
GHI
GREYSTONE HOUSING IMPACT INV
-$103.4K
1,932
-76%
增持
BA
BOEING CO
+$102.5K
1,215
+98%
增持
PFE
PFIZER INC
+$101.3K
15,838
+29%
增持
VOO
VANGUARD INDEX FDS
+$97.5K
761
+29%
增持
VEEV
VEEVA SYS INC
-$95.9K
2,350
+4%
减持
IWM
ISHARES TR
-$95.7K
225
-67%
减持
INTC
INTEL CORP
-$95.4K
3,918
-20%
增持
KOCT
INNOVATOR ETFS TRUST
+$92.0K
7,225
+80%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$89.5K
4,117
-2%
减持
HYG
ISHARES TR
-$88.0K
153
-88%
增持
SBUX
STARBUCKS CORP
+$87.0K
14,381
+27%
增持
PAPR
INNOVATOR ETFS TRUST
+$85.2K
5,815
+68%
减持
JPM
JPMORGAN CHASE & CO.
-$84.4K
3,866
-11%
增持
V
VISA INC
-$83.2K
5,662
+1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$77.5K
968
+20%
增持
AMT
AMERICAN TOWER CORP NEW
+$76.1K
1,050
+62%
增持
COR
CENCORA INC
-$76.0K
4,710
+1%
清仓
MSGS
MADISON SQUARE GRDN SPRT COR
-$73.8K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$73.5K
2,861
+0%
减持
GE
GE AEROSPACE
-$72.7K
1,062
-23%
减持
ULST
SSGA ACTIVE ETF TR
-$71.0K
6,729
-21%
减持
LMT
LOCKHEED MARTIN CORP
-$70.8K
101
-61%
建仓
UNP
UNION PAC CORP
+$70.1K
310
清仓
SAP
SAP SE
-$68.3K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$66.8K
3,770
+1%
减持
ITOT
ISHARES TR
-$66.2K
265
-69%
增持
MU
MICRON TECHNOLOGY INC
+$65.7K
970
+85%
减持
GBF
ISHARES TR
-$65.1K
3
-100%
减持
PEP
PEPSICO INC
-$64.7K
2,641
-8%
增持
GFL
GFL ENVIRONMENTAL INC
+$64.0K
2,775
+118%
增持
FNDE
SCHWAB STRATEGIC TR
+$63.4K
28,373
+2%
建仓
SONY
SONY GROUP CORP
+$63.3K
745
清仓
OSIS
OSI SYSTEMS INC
-$62.8K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$62.6K
2,792
-37%
增持
IBIT
ISHARES BITCOIN TR
-$62.4K
18,113
+8%
增持
EJUL
INNOVATOR ETFS TRUST
+$62.3K
12,884
+21%
增持
MGK
VANGUARD WORLD FD
+$62.2K
1,464
+5%
增持
EFG
ISHARES TR
+$60.7K
1,533
+66%
增持
CVX
CHEVRON CORP NEW
+$60.6K
22,591
+3%
减持
MGPI
MGP INGREDIENTS INC NEW
-$60.0K
1,671
-22%
增持
UNH
UNITEDHEALTH GROUP INC
+$59.7K
1,684
+4%
减持
STIP
ISHARES TR
-$58.0K
10,892
-5%
清仓
FSLY
FASTLY INC
-$54.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$51.3K
9,490
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$50.6K
17,977
-5%
增持
RIO
RIO TINTO PLC
+$50.4K
958
+379%
增持
IGM
ISHARES TR
+$49.9K
1,412
+46%
减持
FHI
FEDERATED HERMES INC
-$49.3K
4,270
-19%
增持
KMX
CARMAX INC
+$47.9K
15,336
+24%
增持
—
LAM RESEARCH CORP
+$47.8K
136
+36%
减持
—
MEDTRONIC PLC
-$46.6K
2,993
-8%
减持
—
HANESBRANDS INC
-$45.5K
3,052
-71%
建仓
GEV
GE VERNOVA INC
+$45.1K
263
减持
IMCG
ISHARES TR
-$43.1K
12,326
-1%
减持
EMLC
VANECK ETF TRUST
-$42.9K
1,069
-62%
减持
GSK
GSK PLC
-$42.6K
6,335
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$40.4K
2,038
+1%
增持
VPU
VANGUARD WORLD FD
+$39.4K
1,529
+17%
增持
FISV
FISERV INC
-$39.1K
5,202
+2%
减持
OMC
OMNICOM GROUP INC
-$38.8K
2,246
-10%
增持
DFUS
DIMENSIONAL ETF TRUST
+$38.5K
6,724
+7%
减持
BBDC
BARINGS BDC INC
-$38.2K
11,685
-28%
减持
POCT
INNOVATOR ETFS TRUST
+$38.2K
51,245
-0%
增持
SCHH
SCHWAB STRATEGIC TR
+$37.7K
11,311
+22%
清仓
—
PIONEER NAT RES CO
-$37.5K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
-$37.2K
69,656
+0%
减持
GPC
GENUINE PARTS CO
-$36.9K
1,531
-5%
减持
HAL
HALLIBURTON CO
-$36.8K
827
-50%
减持
ED
CONSOLIDATED EDISON INC
-$35.9K
688
-36%
增持
PFEB
INNOVATOR ETFS TRUST
+$35.7K
26,200
+1%
减持
EMB
ISHARES TR
-$34.9K
556
-41%
减持
ABBV
ABBVIE INC
-$34.6K
1,426
-7%
减持
CCI
CROWN CASTLE INC
-$34.1K
399
-42%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$34.1K
898
增持
IEF
ISHARES TR
+$33.9K
2,783
+16%
清仓
SQ
BLOCK INC
-$33.8K
0
-100%
减持
SPYV
SPDR SER TR
-$33.7K
7,573
-6%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$33.6K
3,361
+3%
增持
IEMG
ISHARES INC
+$33.5K
1,774
+49%
增持
MDYV
SPDR SER TR
-$33.3K
12,185
+0%
减持
EFV
ISHARES TR
-$33.3K
1,535
-27%
增持
NEE
NEXTERA ENERGY INC
+$32.9K
4,579
+0%
减持
YUMC
YUM CHINA HLDGS INC
-$32.5K
1,199
-31%
减持
—
BLACKROCK INC
-$32.4K
321
-6%
清仓
GRPM
INVESCO EXCHANGE TRADED FD T
-$31.8K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$31.6K
193
-67%
增持
—
PARAMOUNT GLOBAL
+$30.4K
22,681
+30%
减持
VTI
VANGUARD INDEX FDS
-$30.2K
1,192
-11%
建仓
LH
LABCORP HOLDINGS INC
+$29.7K
146
减持
VLO
VALERO ENERGY CORP
-$29.4K
12
-93%
