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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 13
增持 105
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
+$2.7M
522,877
+2%
增持
SCHJ
SCHWAB STRATEGIC TR
+$1.5M
60,024
+101%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.5M
204,510
+1%
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
BINC
BLACKROCK ETF TRUST II
+$1.1M
77,000
+32%
增持
SCHD
SCHWAB STRATEGIC TR
+$823.4K
54,076
+12%
增持
SBUX
STARBUCKS CORP
+$560.4K
17,232
+20%
增持
IVV
ISHARES TR
+$525.7K
2,284
+58%
增持
SPYM
SPDR SER TR
+$479.5K
23,175
+37%
增持
SCHM
SCHWAB STRATEGIC TR
+$474.5K
71,830
+2%
减持
CVS
CVS HEALTH CORP
-$441.8K
823
-90%
增持
META
META PLATFORMS INC
+$428.0K
5,028
+3%
增持
KO
COCA COLA CO
+$386.6K
44,438
+1%
减持
AAPL
APPLE INC
+$374.8K
16,927
-0%
减持
GOOGL
ALPHABET INC
-$367.2K
19,503
-1%
增持
IXUS
ISHARES TR
+$363.5K
12,360
+56%
增持
MGMT
UNIFIED SER TR
+$360.0K
75,295
+6%
增持
SCHE
SCHWAB STRATEGIC TR
+$358.0K
131,456
+0%
增持
IUSB
ISHARES TR
+$331.0K
17,804
+59%
增持
KOCT
INNOVATOR ETFS TRUST
+$324.8K
17,500
+142%
增持
SO
SOUTHERN CO
+$303.3K
21,745
+2%
增持
CRM
SALESFORCE INC
+$293.9K
3,823
+31%
增持
SPY
SPDR S&P 500 ETF TR
+$283.3K
4,947
+5%
减持
POCT
INNOVATOR ETFS TRUST
-$263.4K
43,615
-15%
清仓
—
BLACKROCK INC
-$252.7K
0
-100%
增持
EFV
ISHARES TR
+$249.5K
5,752
+275%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$242.4K
12,480
+3%
增持
IVW
ISHARES TR
+$235.7K
4,867
+96%
减持
CVX
CHEVRON CORP NEW
-$230.3K
22,431
-1%
增持
NVDA
NVIDIA CORPORATION
+$225.3K
11,595
+21%
增持
SCHY
SCHWAB STRATEGIC TR
+$215.1K
43,954
+11%
增持
IQV
IQVIA HLDGS INC
+$213.6K
8,358
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$213.0K
1,343
+35%
增持
QUAL
ISHARES TR
+$208.1K
2,152
+107%
增持
SCHW
SCHWAB CHARLES CORP
-$204.4K
25,415
+1%
增持
IJR
ISHARES TR
+$202.5K
4,157
+56%
增持
SCHF
SCHWAB STRATEGIC TR
+$201.5K
69,983
+0%
增持
DYNF
BLACKROCK ETF TRUST
+$201.3K
7,776
+99%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$199.3K
4,123
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$186.4K
73,377
-1%
减持
—
CHECK POINT SOFTWARE TECH LT
+$181.9K
6,612
-0%
减持
MA
MASTERCARD INCORPORATED
+$176.7K
3,516
-1%
增持
—
SILA REALTY TRUST INC
+$173.7K
20,075
+27%
减持
BA
BOEING CO
-$171.4K
327
-73%
增持
GOOG
ALPHABET INC
-$170.3K
13,883
+2%
增持
MSFT
MICROSOFT CORP
-$158.4K
14,404
+1%
减持
FISV
FISERV INC
+$155.6K
5,182
-0%
增持
SCHH
SCHWAB STRATEGIC TR
+$153.8K
16,387
+45%
增持
EFG
ISHARES TR
+$153.3K
2,881
+88%
增持
VO
VANGUARD INDEX FDS
+$150.8K
1,029
+107%
减持
APD
AIR PRODS & CHEMS INC
+$148.4K
3,766
-0%
建仓
EAGG
ISHARES TR
+$146.8K
3,021
增持
BKNG
BOOKING HOLDINGS INC
+$145.2K
532
+1%
清仓
—
LAM RESEARCH CORP
-$145.0K
0
-100%
增持
HD
HOME DEPOT INC
+$144.6K
2,291
+1%
建仓
ETHA
ISHARES ETHEREUM TR
+$143.7K
7,304
增持
VB
VANGUARD INDEX FDS
+$142.1K
1,134
+95%
增持
DEO
DIAGEO PLC
+$139.8K
9,707
+0%
增持
AMZN
AMAZON COM INC
+$136.7K
21,864
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$135.7K
7,991
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$134.9K
2,471
+65%
增持
PYLD
PIMCO ETF TR
+$132.4K
6,547
+299%
减持
MCBS
METROCITY BANKSHARES INC
+$130.9K
69,800
-8%
建仓
NULG
NUSHARES ETF TR
+$124.8K
1,510
增持
VDC
VANGUARD WORLD FD
+$122.6K
2,116
+26%
增持
NGG
NATIONAL GRID PLC
+$120.6K
8,657
+2%
增持
IVE
ISHARES TR
+$119.1K
1,220
+83%
增持
PSEP
INNOVATOR ETFS TRUST
+$118.2K
48,766
+4%
减持
UNH
UNITEDHEALTH GROUP INC
+$114.8K
1,663
-1%
增持
IGM
ISHARES TR
+$112.8K
2,564
+82%
增持
VOO
VANGUARD INDEX FDS
+$110.8K
931
+22%
增持
VTI
VANGUARD INDEX FDS
+$110.4K
1,516
+27%
增持
DFUS
DIMENSIONAL ETF TRUST
+$109.9K
8,129
+21%
增持
PM
PHILIP MORRIS INTL INC
+$109.9K
3,160
+17%
减持
STIP
ISHARES TR
-$109.4K
9,616
-12%
增持
ORCL
ORACLE CORP
+$108.3K
934
+159%
建仓
NULV
NUSHARES ETF TR
+$108.1K
2,590
增持
EMXC
ISHARES INC
+$106.1K
2,690
+173%
增持
VZ
VERIZON COMMUNICATIONS INC
+$104.4K
18,832
+5%
增持
QCOM
QUALCOMM INC
+$102.8K
6,037
+30%
减持
SCHA
SCHWAB STRATEGIC TR
+$98.3K
30,443
-2%
增持
MO
ALTRIA GROUP INC
+$95.9K
11,262
+7%
增持
V
VISA INC
+$93.7K
5,746
+1%
减持
ADSK
AUTODESK INC
+$93.6K
3,392
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$89.2K
3,047
+28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$88.6K
2,032
+18%
建仓
LULU
LULULEMON ATHLETICA INC
+$86.8K
320
增持
FDCF
FIDELITY COVINGTON TRUST
+$86.8K
3,564
+180%
建仓
DG
DOLLAR GEN CORP NEW
+$85.7K
1,013
增持
IYW
ISHARES TR
+$84.3K
1,103
+100%
增持
FNDE
SCHWAB STRATEGIC TR
+$83.5K
28,586
+1%
增持
MDYV
SPDR SER TR
+$83.0K
12,229
+0%
减持
AGZD
WISDOMTREE TR
-$79.5K
34,128
-10%
减持
TSLA
TESLA INC
+$77.3K
1,315
-2%
增持
KMX
CARMAX INC
+$72.7K
15,475
+1%
增持
O
REALTY INCOME CORP
+$71.9K
6,698
+0%
增持
BND
VANGUARD BD INDEX FDS
+$70.7K
6,890
+11%
增持
—
KELLANOVA
+$70.2K
3,033
+0%
增持
CSCO
CISCO SYS INC
+$69.7K
4,180
+30%
增持
XLV
SELECT SECTOR SPDR TR
+$68.8K
6,415
+2%
增持
ADBE
ADOBE INC
-$66.0K
1,925
+1%
增持
IMCG
ISHARES TR
+$64.5K
12,328
+0%
增持
NEE
NEXTERA ENERGY INC
+$64.3K
4,596
+0%
增持
EIX
EDISON INTL
+$63.1K
4,108
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$62.0K
5,078
+22%
减持
VEEV
VEEVA SYS INC
+$60.8K
2,339
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$59.8K
2,307
+13%
清仓
GAP
GAP INC
-$59.7K
0
-100%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$58.6K
5,693
+4528%
建仓
DSU
BLACKROCK DEBT STRATEGIES FD
+$58.5K
5,300
增持
OEF
ISHARES TR
+$58.4K
232
+955%
增持
QYLD
GLOBAL X FDS
+$58.3K
3,313
+3892%
增持
CMCSA
COMCAST CORP NEW
+$57.9K
10,283
+8%
减持
ILCG
ISHARES TR
+$56.7K
23,064
-0%
增持
—
MEDTRONIC PLC
+$56.3K
3,242
+8%
减持
PJUN
INNOVATOR ETFS TRUST
+$55.7K
47,150
-0%
减持
DIS
DISNEY WALT CO
-$53.5K
12,195
-1%
建仓
ESGD
ISHARES TR
+$53.4K
635
增持
VNLA
JANUS DETROIT STR TR
+$51.6K
62,340
+1%
减持
ETR
ENTERGY CORP NEW
+$50.5K
2,064
-0%
减持
JNJ
JOHNSON & JOHNSON
+$49.6K
3,965
-2%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$48.1K
2,500
增持
—
UNILEVER PLC
+$47.8K
2,159
+28%
增持
RTX
RTX CORPORATION
+$47.5K
2,010
+3%
增持
NVIR
LISTED FD TR
+$46.9K
2,402
+201%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$46.9K
18,413
+2%
增持
PJUL
INNOVATOR ETFS TRUST
+$45.1K
6,000
+18%
增持
PANW
PALO ALTO NETWORKS INC
+$44.5K
139
+1444%
增持
ELV
ELEVANCE HEALTH INC
-$44.3K
2,896
+1%
建仓
WMG
WARNER MUSIC GROUP CORP
+$43.9K
1,403
增持
JPM
JPMORGAN CHASE & CO.
+$43.4K
3,914
+1%
增持
OMC
OMNICOM GROUP INC
+$42.8K
2,363
+5%
增持
GE
GE AEROSPACE
+$42.8K
1,122
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$41.0K
10,961
+0%
减持
ENB
ENBRIDGE INC
+$40.5K
9,854
-3%
建仓
EXP
EAGLE MATLS INC
+$40.3K
140
建仓
SMH
VANECK ETF TRUST
+$40.3K
164
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$40.0K
1,574
+250%
增持
EBAY
EBAY INC.
+$39.4K
1,424
+44%
增持
BIL
SPDR SER TR
+$38.6K
2,605
+19%
减持
GPRE
GREEN PLAINS INC
-$38.6K
1,600
-58%
增持
SONY
SONY GROUP CORP
+$38.6K
1,055
+42%
增持
AFL
AFLAC INC
+$38.5K
667
+65%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$38.4K
3,356
+20%
增持
ECL
ECOLAB INC
+$37.8K
2,015
+1%
增持
—
EXXON MOBIL CORP
+$37.6K
3,796
+7%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$37.6K
5,980
-2%
减持
VPU
VANGUARD WORLD FD
+$37.2K
1,513
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$36.4K
1,470
+42%
建仓
YLD
PRINCIPAL EXCHANGE TRADED FD
+$36.4K
1,862
减持
VDE
VANGUARD WORLD FD
-$35.6K
745
-25%
