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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 73
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.1M
24,738
+98%
增持
BINC
BLACKROCK ETF TRUST II
+$1.5M
107,918
+40%
增持
SCHJ
SCHWAB STRATEGIC TR
+$1.3M
177,205
+195%
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
SCHB
SCHWAB STRATEGIC TR
+$1.0M
1,577,187
+202%
减持
STIP
ISHARES TR
-$974.2K
1
-100%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$913.6K
20,362
减持
AGZD
WISDOMTREE TR
-$764.2K
42
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$698.6K
6,035
+22%
减持
SCHE
SCHWAB STRATEGIC TR
-$628.4K
120,446
-8%
增持
AMAT
APPLIED MATLS INC
+$611.4K
4,208
+1066%
减持
XLV
SELECT SECTOR SPDR TR
-$597.5K
2,838
-56%
增持
SHY
ISHARES TR
+$594.1K
7,288
+18120%
增持
SCHV
SCHWAB STRATEGIC TR
-$583.0K
608,109
+197%
增持
GOOGL
ALPHABET INC
+$479.4K
19,619
+1%
减持
KO
COCA COLA CO
-$471.7K
43,714
-2%
增持
DIS
DISNEY WALT CO
+$437.9K
14,467
+19%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$432.7K
20,697
+12%
增持
SCHF
SCHWAB STRATEGIC TR
-$372.0K
135,442
+94%
减持
IQV
IQVIA HLDGS INC
-$350.5K
8,295
-1%
减持
AMZN
AMAZON COM INC
+$344.8K
20,141
-8%
减持
SBUX
STARBUCKS CORP
-$338.3K
14,703
-15%
建仓
BLK
BLACKROCK INC
+$329.1K
321
增持
SPYM
SPDR SER TR
+$316.9K
27,292
+18%
增持
BDX
BECTON DICKINSON & CO
+$310.1K
1,606
+614%
减持
GOOG
ALPHABET INC
+$274.2K
13,628
-2%
增持
EJAN
INNOVATOR ETFS TRUST
+$268.0K
9,209
+9109%
增持
SCHW
SCHWAB CHARLES CORP
+$251.4K
25,653
+1%
增持
VTI
VANGUARD INDEX FDS
+$242.5K
2,318
+53%
减持
MCBS
METROCITY BANKSHARES INC
-$236.3K
59,500
-15%
减持
V
VISA INC
+$235.3K
5,743
-0%
减持
CRM
SALESFORCE INC
+$229.1K
3,815
-0%
减持
MGMT
UNIFIED SER TR
+$225.7K
75,159
-0%
减持
WMB
WILLIAMS COS INC
-$212.8K
22
-100%
增持
JAAA
JANUS DETROIT STR TR
+$212.4K
49,469
+10%
减持
MSFT
MICROSOFT CORP
-$211.6K
14,203
-1%
减持
SCHY
SCHWAB STRATEGIC TR
-$209.4K
40,695
-7%
增持
TSLA
TESLA INC
+$193.8K
1,332
+1%
减持
JNJ
JOHNSON & JOHNSON
-$188.2K
3,142
-21%
增持
NVDA
NVIDIA CORPORATION
+$185.7K
11,868
+2%
减持
—
SILA REALTY TRUST INC
-$170.2K
13,877
-31%
增持
VUG
VANGUARD INDEX FDS
+$168.8K
485
+514%
增持
MU
MICRON TECHNOLOGY INC
+$165.8K
3,215
+218%
增持
VB
VANGUARD INDEX FDS
+$163.3K
1,799
+59%
减持
AAPL
APPLE INC
+$160.9K
16,392
-3%
增持
ADBE
ADOBE INC
+$155.4K
2,591
+35%
增持
SCHD
SCHWAB STRATEGIC TR
-$154.6K
161,656
+199%
减持
IUSB
ISHARES TR
-$153.3K
15,169
-15%
建仓
PSN
PARSONS CORP DEL
+$146.9K
1,592
减持
UNH
UNITEDHEALTH GROUP INC
-$146.2K
1,633
-2%
减持
IXUS
ISHARES TR
-$145.4K
11,375
-8%
增持
BX
BLACKSTONE INC
+$140.9K
866
+1475%
减持
EIX
EDISON INTL
-$139.6K
2,732
-33%
增持
WFC
WELLS FARGO CO NEW
+$138.8K
7,608
+9%
建仓
LRCX
LAM RESEARCH CORP
+$137.6K
1,905
减持
—
ROYAL CARIBBEAN GROUP
-$133.8K
420
-68%
清仓
MGPI
MGP INGREDIENTS INC NEW
-$132.4K
0
-100%
增持
META
META PLATFORMS INC
+$132.1K
5,142
+2%
减持
FISV
FISERV INC
+$131.7K
5,173
-0%
减持
COP
CONOCOPHILLIPS
-$130.8K
650
-65%
增持
MA
MASTERCARD INCORPORATED
+$130.0K
3,544
+1%
减持
DEO
DIAGEO PLC
-$128.9K
9,702
-0%
增持
VOO
VANGUARD INDEX FDS
+$128.1K
1,150
+24%
减持
BP
BP PLC
-$126.9K
3,945
-49%
增持
IJR
ISHARES TR
+$123.1K
5,289
+27%
减持
DUK
DUKE ENERGY CORP NEW
-$122.9K
7,412
-7%
增持
VGT
VANGUARD WORLD FD
+$120.2K
527
+49%
减持
VZ
VERIZON COMMUNICATIONS INC
-$115.3K
18,266
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$112.5K
2,953
+101%
减持
VNLA
JANUS DETROIT STR TR
-$112.5K
60,207
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$112.3K
3,133
+15%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$110.5K
41
-95%
增持
SMH
VANECK ETF TRUST
+$110.5K
622
+279%
减持
JPM
JPMORGAN CHASE & CO.
+$109.3K
3,899
-0%
建仓
—
TRANE TECHNOLOGIES PLC
+$106.4K
288
增持
MTUM
ISHARES TR
+$104.0K
576
+668%
减持
BIDU
BAIDU INC
-$100.8K
566
-60%
增持
IAU
ISHARES GOLD TR
+$100.5K
2,386
+572%
增持
BIL
SPDR SER TR
+$98.4K
3,693
+42%
减持
CVX
CHEVRON CORP NEW
-$97.9K
22,132
-1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$93.8K
1,150
减持
NGG
NATIONAL GRID PLC
-$93.6K
8,576
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$91.6K
10,743
-16%
增持
FNDE
SCHWAB STRATEGIC TR
-$89.8K
28,664
+0%
减持
O
REALTY INCOME CORP
-$89.3K
6,281
-6%
增持
ELV
ELEVANCE HEALTH INC
-$87.9K
3,844
+33%
增持
VO
VANGUARD INDEX FDS
+$87.6K
1,359
+32%
清仓
XLP
SELECT SECTOR SPDR TR
-$87.2K
0
-100%
增持
VDC
VANGUARD WORLD FD
+$86.4K
2,596
+23%
增持
VTV
VANGUARD INDEX FDS
+$84.5K
634
+384%
增持
SCHX
SCHWAB STRATEGIC TR
-$83.4K
28,485
+160%
增持
EJUL
INNOVATOR ETFS TRUST
+$83.3K
17,332
+29%
增持
BND
VANGUARD BD INDEX FDS
+$81.8K
8,335
+21%
减持
E
ENI S P A
-$80.7K
2,700
-47%
增持
QCOM
QUALCOMM INC
-$80.7K
6,157
+2%
减持
PEP
PEPSICO INC
-$77.8K
2,544
-7%
减持
HD
HOME DEPOT INC
-$77.5K
2,187
-5%
减持
RIO
RIO TINTO PLC
-$77.2K
360
-74%
减持
ILCG
ISHARES TR
+$74.6K
22,465
-3%
增持
ADSK
AUTODESK INC
+$74.4K
3,413
+1%
增持
KMX
CARMAX INC
+$74.2K
15,554
+1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$74.2K
1,090
+16%
减持
AVGO
BROADCOM INC
+$73.9K
1,513
-6%
增持
KOCT
INNOVATOR ETFS TRUST
+$72.5K
19,750
+13%
增持
SO
SOUTHERN CO
-$71.1K
22,957
+6%
增持
SCHM
SCHWAB STRATEGIC TR
-$69.6K
212,875
+196%
减持
—
PARAMOUNT GLOBAL
-$66.1K
15,997
-27%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$65.7K
2,145
-13%
减持
XLK
SELECT SECTOR SPDR TR
-$64.3K
1,963
-15%
增持
XYLD
GLOBAL X FDS
+$61.4K
1,663
+732%
减持
QQQ
INVESCO QQQ TR
+$61.2K
3,237
-1%
减持
OEF
ISHARES TR
-$60.7K
12
-95%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.1K
1,494
+11%
增持
WAB
WABTEC
+$57.9K
386
+360%
减持
LULU
LULULEMON ATHLETICA INC
-$57.0K
78
-76%
减持
KWEB
KRANESHARES TRUST
-$56.5K
5,497
-14%
增持
VNQ
VANGUARD INDEX FDS
+$55.0K
2,164
+53%
减持
BKNG
BOOKING HOLDINGS INC
-$54.7K
440
-17%
增持
SCHH
SCHWAB STRATEGIC TR
+$54.0K
20,593
+26%
减持
PFEB
INNOVATOR ETFS TRUST
-$53.8K
24,000
-8%
建仓
QLD
PROSHARES TR
+$53.7K
496
增持
IGM
ISHARES TR
+$53.4K
2,933
+14%
建仓
WELL
WELLTOWER INC
+$53.2K
422
减持
UPS
UNITED PARCEL SERVICE INC
-$51.6K
2,885
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$51.4K
2,318
+14%
增持
NEE
NEXTERA ENERGY INC
-$50.7K
4,712
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$50.7K
276,106
+276%
增持
HII
HUNTINGTON INGALLS INDS INC
-$50.5K
677
+0%
增持
AMT
AMERICAN TOWER CORP NEW
-$50.3K
1,057
+1%
增持
OUNZ
VANECK MERK GOLD ETF
+$48.5K
10,297
+23%
减持
IMCB
ISHARES TR
-$48.4K
1,786
-26%
增持
FSTA
FIDELITY COVINGTON TRUST
+$46.9K
1,006
+1696%
建仓
IJH
ISHARES TR
+$46.7K
750
减持
—
CHECK POINT SOFTWARE TECH LT
-$46.4K
6,580
-0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$46.2K
2,439
+79%
增持
GPRE
GREEN PLAINS INC
+$45.2K
7,050
+341%
减持
PG
PROCTER AND GAMBLE CO
-$44.5K
3,561
-4%
增持
USRT
ISHARES TR
+$44.2K
1,337
+154%
减持
ECL
ECOLAB INC
-$44.0K
2,008
-0%
增持
VCR
VANGUARD WORLD FD
+$43.1K
1,078
+2%
减持
ARCC
ARES CAPITAL CORP
-$42.9K
382
-84%
增持
SCHA
SCHWAB STRATEGIC TR
-$41.7K
59,016
+94%
减持
GPC
GENUINE PARTS CO
-$41.4K
1,485
-3%
减持
BAC
BANK AMERICA CORP
+$41.4K
12,329
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$41.4K
388
-28%
增持
AMGN
AMGEN INC
-$41.4K
735
+2%
建仓
IUSG
ISHARES TR
+$40.8K
293
减持
MET
METLIFE INC
-$40.7K
467
-51%
增持
ETR
ENTERGY CORP NEW
+$40.4K
4,116
+99%
清仓
EXP
EAGLE MATLS INC
-$40.3K
0
-100%
建仓
BBAI
BIGBEAR AI HLDGS INC
+$40.0K
9,000
