Capital Advisors Inc 13F 持仓 · 2026年Q2
Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 374 只证券，申报市值合计 67.96 亿美元。前几大持仓：PEP（4.43%）、NVDA（4.39%）、AAPL（3.76%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | $300.9M | 4.43% | 2.2M | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $298.6M | 4.39% | 1.5M | 增持 |
| 3 | AAPL | APPLE INC | $255.3M | 3.76% | 882,325 | 增持 |
| 4 | AMAT | APPLIED MATLS INC | $234.3M | 3.45% | 324,097 | 减持 |
| 5 | GOOG | ALPHABET INC | $196.7M | 2.89% | 556,778 | 增持 |
| 6 | AMZN | AMAZON COM INC | $191.1M | 2.81% | 801,711 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $185.0M | 2.72% | 565,120 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $184.7M | 2.72% | 495,061 | 减持 |
| 9 | WMB | WILLIAMS COS INC | $148.6M | 2.19% | 2.0M | 减持 |
| 10 | ACWI | ISHARES TR | $125.3M | 1.84% | 798,281 | 增持 |
| 11 | IBDU | ISHARES TR | $119.0M | 1.75% | 5.1M | 增持 |
| 12 | ABBV | ABBVIE INC | $112.5M | 1.66% | 447,129 | 增持 |
| 13 | SO | SOUTHERN CO | $109.0M | 1.60% | 1.1M | 增持 |
| 14 | MS | MORGAN STANLEY | $104.8M | 1.54% | 501,280 | 减持 |
| 15 | CVX | CHEVRON CORPORATION | $103.5M | 1.52% | 624,513 | 减持 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $102.2M | 1.50% | 363,488 | 增持 |
| 17 | XOM | EXXON MOBIL CORP | $102.0M | 1.50% | 745,850 | 减持 |
| 18 | GEV | GE VERNOVA INC | $101.1M | 1.49% | 86,038 | 减持 |
| 19 | PANW | PALO ALTO NETWORKS INC | $101.6M | 1.49% | 297,911 | 减持 |
| 20 | SPG | SIMON PPTY GROUP INC NEW | $92.3M | 1.36% | 412,689 | 减持 |
| 21 | IBDT | ISHARES TR | $90.2M | 1.33% | 3.6M | 增持 |
| 22 | GPIX | GOLDMAN SACHS ETF TR | $88.1M | 1.30% | 1.6M | 新建仓 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $86.2M | 1.27% | 2.0M | 增持 |
| 24 | JEPQ | J P MORGAN EXCHANGE TRADED F | $85.6M | 1.26% | 1.4M | 减持 |
| 25 | ENB | ENBRIDGE INC | $80.6M | 1.19% | 1.5M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR