Capital Advisors, Ltd. LLC 13F 持仓 · 2026年Q2
Capital Advisors, Ltd. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,518 只证券，申报市值合计 9.91 亿美元。前几大持仓：SPY（9.01%）、IWF（7.08%）、QUAL（3.66%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $89.3M | 9.01% | 119,607 | 增持 |
| 2 | IWF | ISHARES TR | $70.1M | 7.08% | 564,947 | 增持 |
| 3 | QUAL | ISHARES TR | $36.3M | 3.66% | 165,290 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $35.5M | 3.58% | 95,918 | 增持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $33.1M | 3.34% | 140,046 | 减持 |
| 6 | IWD | ISHARES TR | $31.3M | 3.16% | 129,178 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $26.4M | 2.66% | 35,848 | 增持 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $26.2M | 2.64% | 123,013 | 增持 |
| 9 | IJK | ISHARES TR | $24.6M | 2.48% | 209,294 | 减持 |
| 10 | DGRO | ISHARES TR | $24.1M | 2.43% | 317,525 | 增持 |
| 11 | SDY | SPDR SERIES TRUST | $22.1M | 2.23% | 145,540 | 减持 |
| 12 | IVW | ISHARES TR | $21.8M | 2.20% | 158,795 | 增持 |
| 13 | USMV | ISHARES TR | $21.6M | 2.18% | 224,182 | 减持 |
| 14 | IJJ | ISHARES TR | $16.4M | 1.65% | 110,998 | 增持 |
| 15 | VV | VANGUARD INDEX FDS | $15.9M | 1.61% | 46,353 | 增持 |
| 16 | VUG | VANGUARD INDEX FDS | $14.7M | 1.48% | 170,265 | 增持 |
| 17 | GSLC | GOLDMAN SACHS ETF TR | $13.4M | 1.36% | 94,714 | 增持 |
| 18 | IJT | ISHARES TR | $12.0M | 1.21% | 67,084 | 减持 |
| 19 | BIL | SPDR SERIES TRUST | $11.6M | 1.17% | 126,450 | 增持 |
| 20 | SPLV | INVESCO EXCH TRADED FD TR II | $11.3M | 1.14% | 150,472 | 减持 |
| 21 | AAPL | APPLE INC | $10.6M | 1.07% | 36,703 | 减持 |
| 22 | TDIV | FIRST TR EXCHANGE TRADED FD | $10.4M | 1.05% | 90,812 | 增持 |
| 23 | IBIT | ISHARES BITCOIN TRUST ETF | $10.3M | 1.04% | 309,856 | 增持 |
| 24 | IVE | ISHARES TR | $10.0M | 1.01% | 44,203 | 增持 |
| 25 | IJS | ISHARES TR | $9.8M | 0.99% | 71,773 | 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