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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 64
减持 78
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SCHB
SCHWAB STRATEGIC TR
-$2.2M
1,559,190
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.1M
262,358
-5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$825.0K
29,786
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。
+20%
减持
GOOGL
ALPHABET INC
-$801.3K
18,835
-4%
减持
AMZN
AMAZON COM INC
-$769.4K
19,181
-5%
增持
BINC
BLACKROCK ETF TRUST II
+$698.6K
120,513
+12%
增持
MSFT
MICROSOFT CORP
-$609.7K
14,323
+1%
增持
KO
COCA COLA CO
+$548.8K
45,664
+4%
减持
GOOG
ALPHABET INC
-$533.0K
13,201
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$481.8K
14,901
+159%
增持
AAPL
APPLE INC
-$462.5K
16,397
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$413.2K
10,292
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$401.2K
209,831
-1%
减持
QQQ
INVESCO QQQ TR
-$305.9K
2,877
-11%
增持
SPYM
SPDR SER TR
+$303.0K
33,219
+22%
增持
IJJ
ISHARES TR
+$287.7K
2,545
+1771%
减持
CRM
SALESFORCE INC
-$285.2K
3,690
-3%
减持
TSLA
TESLA INC
-$278.4K
1,001
-25%
减持
DEO
DIAGEO PLC
-$268.4K
9,209
-5%
增持
SO
SOUTHERN CO
+$268.2K
23,470
+2%
减持
ELV
ELEVANCE HEALTH INC
+$232.2K
3,794
-1%
增持
VUG
VANGUARD INDEX FDS
+$230.2K
1,158
+139%
增持
NVDA
NVIDIA CORPORATION
-$229.5K
12,588
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$228.2K
5,915
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$228.1K
425
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$226.2K
166,047
+3%
增持
MGMT
UNIFIED SER TR
-$223.9K
75,171
+0%
减持
IQV
IQVIA HLDGS INC
-$221.2K
7,991
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$219.7K
55,760
-6%
增持
IUSB
ISHARES TR
+$217.2K
19,592
+29%
增持
VTV
VANGUARD INDEX FDS
+$215.6K
1,869
+195%
减持
DIS
DISNEY WALT CO
-$207.2K
14,221
-2%
减持
COR
CENCORA INC
+$201.6K
4,490
-4%
减持
—
CHECK POINT SOFTWARE TECH LT
+$196.5K
6,252
-5%
增持
ILCG
ISHARES TR
-$193.3K
22,467
+0%
减持
ADBE
ADOBE INC
-$182.6K
2,528
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$170.6K
7,257
+102%
增持
VZ
VERIZON COMMUNICATIONS INC
+$167.7K
19,801
+8%
增持
T
AT&T INC
+$162.0K
12,236
+51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$159.0K
1,570
+5%
减持
ADSK
AUTODESK INC
-$151.6K
3,274
-4%
减持
CSCO
CISCO SYS INC
-$150.6K
1,638
-61%
减持
FBND
FIDELITY MERRIMACK STR TR
-$147.9K
16,775
-18%
减持
V
VISA INC
+$143.6K
5,589
-3%
增持
VTI
VANGUARD INDEX FDS
+$141.7K
2,960
+28%
减持
EFG
ISHARES TR
-$137.2K
1,925
-43%
减持
PM
PHILIP MORRIS INTL INC
+$133.9K
3,493
-0%
增持
IXUS
ISHARES TR
+$132.6K
12,676
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$131.9K
4,600
+56%
减持
IVV
ISHARES TR
-$128.4K
2,066
-6%
减持
SCHV
SCHWAB STRATEGIC TR
+$126.5K
601,199
-1%
增持
IVE
ISHARES TR
+$125.1K
1,834
+56%
增持
DUK
DUKE ENERGY CORP NEW
+$124.5K
7,568
+2%
增持
TLH
ISHARES TR
+$123.1K
1,375
+602%
减持
UPS
UNITED PARCEL SERVICE INC
-$122.7K
2,192
-24%
增持
AGG
ISHARES TR
+$119.3K
1,896
+169%
减持
—
PARAMOUNT GLOBAL
-$118.2K
4,107
-74%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$109.5K
4,111
-1%
清仓
PSP
INVESCO EXCHANGE TRADED FD T
-$108.1K
0
-100%
增持
GEV
GE VERNOVA INC
+$107.8K
671
+127%
减持
ETHA
ISHARES ETHEREUM TR
-$106.6K
4,115
-36%
减持
VOO
VANGUARD INDEX FDS
-$104.3K
1,002
-13%
减持
CVX
CHEVRON CORP NEW
+$103.7K
19,782
-11%
增持
IJR
ISHARES TR
+$103.1K
6,813
+29%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$98.4K
3,852
增持
SCHJ
SCHWAB STRATEGIC TR
+$98.1K
179,280
+1%
建仓
HIO
WESTERN ASSET HIGH INCOME OP
+$97.9K
24,600
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$97.6K
4,629
-15%
增持
MO
ALTRIA GROUP INC
+$96.1K
11,561
+1%
减持
—
ROYAL CARIBBEAN GROUP
-$96.0K
4
-99%
减持
SCHX
SCHWAB STRATEGIC TR
-$94.4K
25,630
-10%
增持
OEF
ISHARES TR
+$93.5K
358
+2883%
增持
AVGO
BROADCOM INC
-$92.4K
1,544
+2%
减持
VCR
VANGUARD WORLD FD
-$90.2K
966
-10%
减持
SHY
ISHARES TR
-$89.3K
6,142
-16%
减持
IMCG
ISHARES TR
-$87.4K
11,708
-4%
增持
—
EXXON MOBIL CORP
+$85.9K
4,476
+8%
减持
KMX
CARMAX INC
-$85.4K
15,224
-2%
增持
MBB
ISHARES TR
+$84.5K
2,595
+50%
减持
PSEP
INNOVATOR ETFS TRUST
-$83.6K
46,226
-3%
减持
SMH
VANECK ETF TRUST
-$82.6K
322
-48%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$79.3K
1,532
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$78.3K
5,415
增持
BABA
ALIBABA GROUP HLDG LTD
+$75.6K
1,544
+2%
减持
PAUG
INNOVATOR ETFS TRUST
-$73.4K
17,970
-8%
增持
IAU
ISHARES GOLD TR
+$71.4K
3,214
+35%
减持
VGT
VANGUARD WORLD FD
-$68.4K
478
-9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$66.6K
3,251
+73%
减持
HD
HOME DEPOT INC
-$66.6K
2,140
-2%
减持
TXN
TEXAS INSTRS INC
-$66.3K
688
-32%
减持
JAAA
JANUS DETROIT STR TR
-$65.6K
48,176
-3%
减持
SPYG
SPDR SER TR
-$65.2K
3,240
-13%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$64.9K
22,069
+7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$64.4K
3,082
-2%
减持
META
META PLATFORMS INC
-$64.0K
5,112
-1%
增持
MUB
ISHARES TR
+$62.6K
1,856
+49%
减持
EIX
EDISON INTL
-$62.3K
2,645
-3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$62.2K
3,058
+27%
减持
DG
DOLLAR GEN CORP NEW
-$62.1K
1
-100%
增持
AMAT
APPLIED MATLS INC
-$61.8K
4,290
+2%
建仓
RFI
COHEN & STEERS TOTAL RETURN
+$60.1K
4,973
减持
XYLD
GLOBAL X FDS
-$59.6K
255
-85%
减持
MGK
VANGUARD WORLD FD
-$59.1K
1,246
-4%
增持
QUAL
ISHARES TR
+$58.9K
2,460
+21%
增持
BIV
VANGUARD BD INDEX FDS
+$55.9K
1,460
+95%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$55.2K
3,088
-7%
增持
HEFA
ISHARES TR
+$55.0K
1,809
+491%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$53.0K
1,520
+219%
减持
SCHF
SCHWAB STRATEGIC TR
+$53.0K
129,355
-4%
减持
PEP
PEPSICO INC
-$52.3K
2,231
-12%
增持
DYNF
BLACKROCK ETF TRUST
+$52.2K
9,370
+19%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$51.6K
2,571
+20%
减持
LYG
LLOYDS BANKING GROUP PLC
+$51.3K
55,379
-6%
增持
IEMG
ISHARES INC
+$51.0K
3,064
+40%
减持
SCHW
SCHWAB CHARLES CORP
+$48.8K
24,878
-3%
减持
FNDE
SCHWAB STRATEGIC TR
+$48.2K
28,599
-0%
增持
XLK
SELECT SECTOR SPDR TR
-$47.7K
1,980
+1%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$47.5K
474
减持
ABBV
ABBVIE INC
+$47.4K
1,593
-1%
减持
QCOM
QUALCOMM INC
-$47.3K
5,850
-5%
减持
IOO
ISHARES TR
-$47.3K
3,674
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$47.2K
3,007
+42%
增持
VDC
VANGUARD WORLD FD
+$46.9K
2,722
+5%
减持
SBUX
STARBUCKS CORP
+$46.7K
14,154
-4%
增持
O
REALTY INCOME CORP
+$45.8K
6,573
+5%
增持
EMB
ISHARES TR
+$45.6K
1,018
+95%
减持
SCHE
SCHWAB STRATEGIC TR
+$45.0K
117,973
-2%
减持
TLT
ISHARES TR
-$44.9K
219
-70%
减持
DE
DEERE & CO
+$44.7K
986
-0%
增持
PFEB
INNOVATOR ETFS TRUST
+$44.5K
25,900
+8%
减持
MDYV
SPDR SER TR
-$44.5K
12,211
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$44.1K
1,190
+187%
增持
MSI
MOTOROLA SOLUTIONS INC
+$43.3K
102
+3300%
减持
SPYV
SPDR SER TR
-$43.0K
6,145
-12%
增持
PJAN
INNOVATOR ETFS TRUST
+$42.7K
7,550
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$42.3K
2,964
+4%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$42.1K
1,067
-2%
增持
SPMD
SPDR SER TR
+$41.6K
908
+909%
增持
COP
CONOCOPHILLIPS
+$41.5K
1,009
+55%
减持
IEF
ISHARES TR
-$41.5K
2,418
-18%
减持
—
SILA REALTY TRUST INC
-$41.4K
11,083
-20%
减持
GPRE
GREEN PLAINS INC
-$41.4K
5,250
-26%
减持
PG
PROCTER AND GAMBLE CO
-$41.4K
3,261
-8%
清仓
IUSG
ISHARES TR
-$40.8K
0
-100%
减持
POCT
INNOVATOR ETFS TRUST
-$40.7K
42,940
-1%
增持
WMT
WALMART INC
+$40.2K
1,954
+34%
减持
SCHY
SCHWAB STRATEGIC TR
+$40.1K
38,651
-5%
增持
GLD
SPDR GOLD TR
+$38.6K
540
+12%
减持
EXC
EXELON CORP
-$38.6K
444
-72%
增持
RTX
RTX CORPORATION
+$38.0K
2,167
+1%
