Capital Advisors, Ltd. LLC
SHAKER HEIGHTS OH · SEC CIK 0001597878
$9.91亿2026Q2 申报市值
1,518持仓数
40.0%前十大占比 · 第一大 9.0%
60 / 107新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IBIT 加仓+$320.91万
GOOG 加仓+$292.23万
TDIV 加仓+$286.04万
SPY 加仓+$85.06万
VTI 加仓+$80.11万
2026Q2 卖出最多 按季末市值估算
CZR 减仓-$722.53万
AKRE 减仓-$204.57万
GBIL 减仓-$96.53万
USMV 减仓-$91.69万
QUAL 减仓-$73.31万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| USPH | U S PHYSICAL THERAPY | $0 | 0.00% | 0 | -3 | -100.0% | — | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -5 | -100.0% | — | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -5 | -100.0% | — | 清仓 |
| KRT | KARAT PACKAGING INC | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| VGNT | VERSIGENT PLC | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 14 | 14 | — | — | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 24 | -59 | -71.1% | — | 重新持有 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 5 | 5 | — | — | 新建仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 8 | 8 | — | — | 新建仓 |
| CVSA | COVISTA INC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| OFIX | ORTHOFIX MED INC | $0 | 0.00% | 21 | 21 | — | — | 新建仓 |
| — | DIGIMARC CORP | $0 | 0.00% | 51 | 51 | — | — | 新建仓 |
| ATEN | A10 NETWORKS INC | $0 | 0.00% | 13 | 13 | — | — | 新建仓 |
| VERX | VERTEX INC | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 41 | 41 | — | — | 新建仓 |
| — | FILANA THERAPEUTICS INC | $0 | 0.00% | 4 | 4 | — | — | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $0 | 0.00% | 49 | 49 | — | — | 新建仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 19 | 19 | — | — | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $0 | 0.00% | 2 | 2 | — | — | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |