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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 49
增持 95
减持 6
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
+$40.7M
1,564,367
+12159%
增持
SCHV
SCHWAB STRATEGIC TR
+$17.4M
597,832
+5800%
增持
BINC
BLACKROCK ETF TRUST II
+$10.2M
196,072
+5417%
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。
建仓
SCHJ
SCHWAB STRATEGIC TR
+$8.1M
324,433
增持
SCHG
SCHWAB STRATEGIC TR
+$8.0M
255,996
+2229%
增持
SCHM
SCHWAB STRATEGIC TR
+$5.9M
195,396
+814050%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$5.8M
30,216
增持
SCHD
SCHWAB STRATEGIC TR
+$4.8M
179,854
+3943%
增持
SPY
SPDR S&P 500 ETF TR
+$4.5M
7,819
+531%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.9M
118,942
+148578%
增持
AAPL
APPLE INC
+$3.8M
17,804
+345%
建仓
VNLA
JANUS DETROIT STR TR
+$3.8M
77,230
增持
SCHF
SCHWAB STRATEGIC TR
+$3.6M
151,832
+46332%
建仓
MGMT
UNIFIED SER TR
+$3.6M
80,791
增持
MSFT
MICROSOFT CORP
+$3.4M
15,961
+90%
增持
CVX
CHEVRON CORP NEW
+$3.3M
21,695
+11318%
增持
GOOGL
ALPHABET INC
+$2.5M
19,442
+32%
增持
GOOG
ALPHABET INC
+$2.5M
9,298
+455%
增持
ILCG
ISHARES TR
+$2.2M
20,955
+523775%
增持
SO
SOUTHERN CO
+$1.9M
24,049
+917%
增持
QQQ
INVESCO QQQ TR
+$1.8M
3,289
+766%
建仓
PJUN
INNOVATOR ETFS TRUST
+$1.7M
41,525
增持
NVDA
NVIDIA CORPORATION
+$1.7M
13,321
+228%
增持
AMZN
AMAZON COM INC
+$1.7M
21,662
+45%
建仓
PNOV
INNOVATOR ETFS TRUST
+$1.7M
41,000
增持
SCHH
SCHWAB STRATEGIC TR
+$1.7M
81,985
+5515%
建仓
POCT
INNOVATOR ETFS TRUST
+$1.7M
37,755
建仓
PSEP
INNOVATOR ETFS TRUST
+$1.6M
37,211
增持
JAAA
JANUS DETROIT STR TR
+$1.6M
40,914
+345%
建仓
MCBS
METROCITY BANKSHARES INC
+$1.6M
59,500
建仓
SCHY
SCHWAB STRATEGIC TR
+$1.5M
49,022
增持
SPYM
SPDR SERIES TRUST
+$1.2M
37,574
+66%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.2M
48,508
+820%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
4,112
+3163%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.1M
23,356
+12525%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
3,989
+7426%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.1M
29,374
+13013%
建仓
PFEB
INNOVATOR ETFS TRUST
+$1.0M
25,730
增持
KO
COCA COLA CO
+$1.0M
31,275
+77%
建仓
PMAY
INNOVATOR ETFS TRUST
+$999.1K
25,236
建仓
AES
AES CORP
+$984.5K
68,651
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$958.4K
3,961
+2151%
增持
MDYV
SPDR SERIES TRUST
+$932.0K
12,356
+805%
建仓
IMCG
ISHARES TR
+$854.3K
10,700
建仓
EJUL
INNOVATOR ETFS TRUST
+$849.2K
28,643
增持
IUSB
ISHARES TR
+$778.3K
41,607
+68%
增持
META
META PLATFORMS INC
+$736.7K
5,361
+41%
增持
MO
ALTRIA GROUP INC
+$729.9K
12,832
+8342%
建仓
PAUG
INNOVATOR ETFS TRUST
+$709.1K
16,395
建仓
NGG
NATIONAL GRID PLC
+$681.8K
8,814
增持
SPDW
SPDR INDEX SHS FDS
+$671.2K
15,124
+137391%
建仓
KOCT
INNOVATOR ETFS TRUST
+$626.3K
18,600
增持
SCHX
SCHWAB STRATEGIC TR
+$602.5K
22,412
+93283%
建仓
DXCM
DEXCOM INC
+$596.1K
8,982
增持
MGK
VANGUARD WORLD FD
+$593.7K
1,442
+35950%
增持
IVV
ISHARES TR
+$593.7K
4,116
+24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$580.1K
21,026
+234%
增持
IQV
IQVIA HLDGS INC
+$571.6K
10,670
+11%
建仓
EJAN
INNOVATOR ETFS TRUST
+$563.8K
16,685
建仓
AOA
ISHARES TR
+$561.9K
6,274
增持
DUK
DUKE ENERGY CORP NEW
+$546.2K
8,281
+141%
增持
HD
HOME DEPOT INC
+$516.4K
2,047
+341%
建仓
ILCB
ISHARES TR
+$486.5K
5,155
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$468.9K
1,698
+122%
减持
FISV
FISERV INC
-$466.1K
1,695
-62%
增持
PG
PROCTER AND GAMBLE CO
+$444.3K
3,289
+1769%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$441.8K
5,795
建仓
—
NVENT ELECTRIC PLC
+$439.9K
4,314
增持
JNJ
JOHNSON & JOHNSON
+$436.4K
2,818
+257%
增持
VOO
VANGUARD INDEX FDS
+$436.0K
1,415
+92%
增持
AVGO
BROADCOM INC
+$434.2K
1,582
+360%
减持
UNH
UNITEDHEALTH GROUP INC
-$433.1K
277
-82%
增持
CSCO
CISCO SYS INC
+$428.2K
5,726
+2946%
增持
BX
BLACKSTONE INC
+$422.5K
3,119
+815%
增持
BAC
BANK AMERICA CORP
+$409.1K
13,414
+111%
增持
IVE
ISHARES TR
+$398.9K
4,366
+71%
增持
—
EXXON MOBIL CORP
+$394.1K
6,303
+95%
建仓
IJJ
ISHARES TR
+$386.1K
2,934
增持
JPM
JPMORGAN CHASE & CO.
+$385.4K
3,915
+42%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$374.4K
20,912
+34%
增持
KHC
KRAFT HEINZ CO
+$373.3K
15,902
+3262%
建仓
PJAN
INNOVATOR ETFS TRUST
+$368.4K
7,834
增持
NEE
NEXTERA ENERGY INC
+$366.6K
4,516
+7964%
增持
BIL
SPDR SERIES TRUST
+$358.1K
4,332
+951%
建仓
KRE
SPDR SERIES TRUST
+$353.0K
5,446
建仓
IMCV
ISHARES TR
+$348.8K
4,236
增持
GE
GE AEROSPACE
+$344.0K
1,235
+921%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$335.5K
893
+533%
增持
MBB
ISHARES TR
+$335.2K
6,945
+103%
建仓
PMAR
INNOVATOR ETFS TRUST
+$330.8K
7,360
增持
BABA
ALIBABA GROUP HLDG LTD
+$321.2K
2,752
+498%
增持
GEV
GE VERNOVA INC
+$318.8K
540
+2471%
建仓
PSTP
INNOVATOR ETFS TRUST
+$318.1K
9,000
增持
CRM
SALESFORCE INC
+$309.6K
4,749
+19%
建仓
ONEQ
FIDELITY COMWLTH TR
+$307.8K
3,368
增持
—
CHECK POINT SOFTWARE TECH LT
+$305.6K
6,230
+52%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$299.7K
2,621
+1528%
增持
O
REALTY INCOME CORP
+$298.9K
5,836
+1081%
减持
AMAT
APPLIED MATLS INC
+$297.2K
6,914
-4%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$292.6K
11,825
增持
QQXL
PROSHARES TR
+$292.5K
6,902
+5013%
增持
RTX
RTX CORPORATION
+$285.7K
2,231
+266%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$285.4K
3,171
增持
IWS
ISHARES TR
+$275.1K
2,088
+1402%
增持
TSLA
TESLA INC
+$274.0K
1,098
+122%
增持
LLY
ELI LILLY & CO
+$266.3K
271
+721%
增持
DE
DEERE & CO
+$261.7K
952
+132%
增持
SPYG
SPDR SERIES TRUST
+$258.0K
3,787
+171%
增持
ABBV
ABBVIE INC
+$255.2K
1,374
+441%
建仓
PAPR
INNOVATOR ETFS TRUST
+$253.9K
6,490
建仓
USMC
PRINCIPAL EXCHANGE TRADED FD
+$253.6K
3,705
增持
GS
GOLDMAN SACHS GROUP INC
+$252.3K
293
+4783%
建仓
PJUL
INNOVATOR ETFS TRUST
+$250.7K
5,400
增持
LRCX
LAM RESEARCH CORP
+$249.6K
1,510
+9967%
增持
PEP
PEPSICO INC
+$238.3K
1,997
+481%
增持
VUG
VANGUARD INDEX FDS
+$235.6K
1,210
+64%
建仓
ULST
SSGA ACTIVE ETF TR
+$228.3K
5,637
建仓
PDEC
INNOVATOR ETFS TRUST
+$225.6K
5,200
减持
QUAL
ISHARES TR
-$224.0K
1,630
-42%
增持
CAT
CATERPILLAR INC
+$223.9K
505
+269%
增持
V
VISA INC
+$212.6K
5,151
+10%
增持
IEMG
ISHARES INC
+$211.8K
10,342
+41%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$204.6K
5,440
+191%
增持
T
AT&T INC
+$203.4K
11,838
+269%
增持
VTV
VANGUARD INDEX FDS
+$202.4K
2,696
+61%
建仓
ASCI
ABRDN FDS
+$202.4K
5,868
建仓
SCMB
SCHWAB STRATEGIC TR
+$200.8K
7,794
增持
AXP
AMERICAN EXPRESS CO
+$200.3K
612
+675%
增持
EQIX
EQUINIX INC
+$196.1K
257
+25600%
建仓
KWEB
KRANESHARES TRUST
+$195.9K
5,754
建仓
FXI
ISHARES TR
+$189.6K
4,952
减持
VEEV
VEEVA SYS INC
-$182.8K
2,252
-2%
减持
ETR
ENTERGY CORP NEW
-$182.1K
2,149
-47%
增持
SPYV
SPDR SERIES TRUST
+$180.7K
6,731
+85%
增持
GLD
SPDR GOLD TR
+$176.3K
583
+279%
建仓
UL
UNILEVER PLC
+$173.4K
2,651
建仓
TSN
TYSON FOODS INC
+$172.0K
2,951
增持
GOVT
ISHARES TR
+$170.7K
12,574
+145%
增持
PFE
PFIZER INC
+$168.7K
13,623
+104%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$167.0K
1,106
+583%
增持
IAU
ISHARES GOLD TR
+$166.5K
4,441
+67%
增持
XLK
SELECT SECTOR SPDR TR
+$166.3K
4,560
+162%
建仓
SYSB
ISHARES TR
+$165.1K
1,839
建仓
ATI
ATI INC
+$165.0K
1,438
建仓
ISCG
ISHARES TR
+$162.3K
2,926
建仓
SPIB
SPDR SERIES TRUST
+$160.3K
4,742
建仓
VRT
VERTIV HOLDINGS CO
+$156.7K
967
增持
PM
PHILIP MORRIS INTL INC
+$154.6K
4,097
+32%
增持
EQT
EQT CORP
+$153.3K
2,964
+2806%
增持
WFC
WELLS FARGO CO NEW
+$149.9K
8,957
+10%
