Stokes Capital Advisors, LLC
GREENWOOD SC · SEC CIK 0001734460
$4.46亿2026Q1 申报市值
104持仓数
31.8%前十大占比 · 第一大 4.0%
27 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EXXON MOBIL CORP 加仓+$526.88万
QCOM 加仓+$520.88万
LLY 加仓+$504.77万
PYLD 加仓+$470.27万
OKE 加仓+$408.52万
2026Q1 卖出最多 按季末市值估算
CNQ 减仓-$527.61万
HESM 减仓-$482.02万
UNH 减仓-$415.79万
CNI 减仓-$394.02万
MINT 减仓-$357.62万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -8,624 | -100.0% | -$108.51万 | 清仓 |
| — | VANGUARD WELLESLEY INCOME FD | $0 | 0.00% | 0 | -4,006 | -100.0% | -$24.58万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OWL | BLUE OWL CAPITAL INC | $16.43万 | 0.04% | 18,000 | 18,000 | — | $16.43万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.22万 | 0.05% | 1,544 | 1,544 | — | $20.22万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.36万 | 0.05% | 3,177 | 3,177 | — | $20.36万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.49万 | 0.05% | 1,550 | 1,550 | — | $20.49万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $20.91万 | 0.05% | 7,284 | 7,284 | — | $20.91万 | 新建仓 |
| ETN | EATON CORP PLC | $21.03万 | 0.05% | 588 | -184 | -23.8% | -$6.58万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $21.40万 | 0.05% | 2,175 | 2,175 | — | $21.40万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.56万 | 0.05% | 11,170 | 11,170 | — | $21.56万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $22.01万 | 0.05% | 2,488 | -99 | -3.8% | -$8,758 | 减仓 |
| HESM | HESS MIDSTREAM LP | $22.33万 | 0.05% | 5,745 | -124,007 | -95.6% | -$482.02万 | 减仓 |
| DHR | DANAHER CORP DEL | $22.94万 | 0.05% | 1,210 | 1,210 | — | $22.94万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $23.28万 | 0.05% | 1,125 | 1,125 | — | $23.28万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $23.73万 | 0.05% | 2,050 | 2,050 | — | $23.73万 | 新建仓 |
| MO | ALTRIA GROUP INC | $23.76万 | 0.05% | 3,600 | 3,600 | — | $23.76万 | 新建仓 |
| NKE | NIKE INC | $24.03万 | 0.05% | 4,550 | -2,394 | -34.5% | -$12.65万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $24.78万 | 0.06% | 1,575 | 1,575 | — | $24.78万 | 新建仓 |
| VICI | VICI PPTYS INC | $25.27万 | 0.06% | 9,250 | 9,250 | — | $25.27万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $26.21万 | 0.06% | 2,550 | -38,340 | -93.8% | -$394.02万 | 减仓 |
| GPC | GENUINE PARTS CO | $26.97万 | 0.06% | 2,550 | 2,550 | — | $26.97万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.58万 | 0.06% | 326 | 2 | 0.6% | $1,692 | 加仓 |
| GILD | GILEAD SCIENCES INC | $28.22万 | 0.06% | 2,025 | 2,025 | — | $28.22万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $28.27万 | 0.06% | 1,323 | 1,323 | — | $28.27万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $28.52万 | 0.06% | 6,150 | 6,150 | — | $28.52万 | 新建仓 |
| MET | METLIFE INC | $29.00万 | 0.07% | 4,100 | 4,100 | — | $29.00万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $29.49万 | 0.07% | 8,250 | 8,250 | — | $29.49万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $31.61万 | 0.07% | 8,600 | -885 | -9.3% | -$3.25万 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.69万 | 0.07% | 745 | 272 | 57.5% | $11.57万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $34.68万 | 0.08% | 3,550 | 3,550 | — | $34.68万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $34.99万 | 0.08% | 3,750 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $38.92万 | 0.09% | 3,075 | 3,075 | — | $38.92万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $39.10万 | 0.09% | 1,105 | -614 | -35.7% | -$21.73万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $41.85万 | 0.09% | 2,550 | 2,550 | — | $41.85万 | 新建仓 |
| MDT | MEDTRONIC PLC | $43.72万 | 0.10% | 5,046 | 5,046 | — | $43.72万 | 新建仓 |
| BLK | BLACKROCK INC | $44.33万 | 0.10% | 461 | 461 | — | $44.33万 | 新建仓 |
| PFE | PFIZER INC | $46.68万 | 0.10% | 16,625 | 16,625 | — | $46.68万 | 新建仓 |
| MRK | MERCK & CO INC | $49.29万 | 0.11% | 4,098 | 1,838 | 81.3% | $22.11万 | 加仓 |
| LOW | LOWES COS INC | $53.40万 | 0.12% | 2,260 | 139 | 6.6% | $3.28万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $54.63万 | 0.12% | 11,210 | -108,271 | -90.6% | -$527.61万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $54.89万 | 0.12% | 12,958 | 322 | 2.5% | $1.36万 | 加仓 |
| BAC | BANK AMERICA CORP | $60.14万 | 0.13% | 12,337 | 7,179 | 139.2% | $35.00万 | 加仓 |
| SO | SOUTHERN CO | $65.58万 | 0.15% | 6,794 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $72.63万 | 0.16% | 2,684 | -15,366 | -85.1% | -$415.79万 | 减仓 |
| IJR | ISHARES TR | $78.09万 | 0.18% | 6,282 | 81 | 1.3% | $1.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.71万 | 0.18% | 1,334 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $81.14万 | 0.18% | 2,306 | 1,620 | 236.2% | $57.00万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $85.78万 | 0.19% | 22,668 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $96.93万 | 0.22% | 12,493 | 8,731 | 232.1% | $67.74万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $125.33万 | 0.28% | 1,400 | 100 | 7.7% | $8.95万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $140.58万 | 0.32% | 4,073 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $187.51万 | 0.42% | 15,088 | 9,564 | 173.1% | $118.86万 | 加仓 |
| INTU | INTUIT | $193.10万 | 0.43% | 4,466 | -2,109 | -32.1% | -$91.19万 | 减仓 |
| SMMU | PIMCO ETF TR | $201.80万 | 0.45% | 40,000 | 40,000 | — | $201.80万 | 新建仓 |
| TBG | EA SERIES TRUST | $234.04万 | 0.52% | 67,138 | 9,033 | 15.5% | $31.49万 | 加仓 |
| MUNI | PIMCO ETF TR | $256.25万 | 0.57% | 49,100 | 49,100 | — | $256.25万 | 新建仓 |
| IWY | ISHARES TR | $342.48万 | 0.77% | 13,763 | 247 | 1.8% | $6.15万 | 加仓 |
| HYS | PIMCO ETF TR | $354.37万 | 0.79% | 37,994 | 27,108 | 249.0% | $252.84万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $368.69万 | 0.83% | 109,959 | -7,401 | -6.3% | -$24.82万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $402.33万 | 0.90% | 20,290 | -1,745 | -7.9% | -$34.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $407.36万 | 0.91% | 20,049 | -4,718 | -19.0% | -$95.86万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $409.53万 | 0.92% | 9,827 | -820 | -7.7% | -$34.17万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $420.53万 | 0.94% | 14,820 | -5,246 | -26.1% | -$148.86万 | 减仓 |
| ENB | ENBRIDGE INC | $430.47万 | 0.97% | 79,511 | -2,389 | -2.9% | -$12.93万 | 减仓 |
| OKE | ONEOK INC NEW | $438.36万 | 0.98% | 48,496 | 45,195 | 1,369.1% | $408.52万 | 加仓 |
| ORCL | ORACLE CORP | $453.72万 | 1.02% | 30,842 | -4,379 | -12.4% | -$64.42万 | 减仓 |
| QCOM | QUALCOMM INC | $536.48万 | 1.20% | 41,659 | 40,447 | 3,337.2% | $520.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $565.03万 | 1.27% | 26,273 | 365 | 1.4% | $7.85万 | 加仓 |
| UNP | UNION PAC CORP | $573.89万 | 1.29% | 23,654 | -1,122 | -4.5% | -$27.22万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $575.19万 | 1.29% | 56,023 | -1,650 | -2.9% | -$16.94万 | 减仓 |
| LLY | ELI LILLY & CO | $578.17万 | 1.30% | 6,286 | 5,488 | 687.7% | $504.77万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $581.69万 | 1.30% | 68,250 | -10,500 | -13.3% | -$89.49万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $637.43万 | 1.43% | 36,750 | -1,702 | -4.4% | -$29.52万 | 减仓 |
| MS | MORGAN STANLEY | $651.25万 | 1.46% | 39,573 | 19,378 | 96.0% | $318.90万 | 加仓 |
| HD | HOME DEPOT INC | $698.40万 | 1.57% | 21,235 | 303 | 1.4% | $9.97万 | 加仓 |
| GOOGL | ALPHABET INC | $723.36万 | 1.62% | 25,155 | 2,377 | 10.4% | $68.35万 | 加仓 |
| LIN | LINDE PLC | $752.51万 | 1.69% | 15,179 | -463 | -3.0% | -$22.95万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $770.38万 | 1.73% | 24,033 | -1,995 | -7.7% | -$63.95万 | 减仓 |
| SYK | STRYKER CORPORATION | $777.81万 | 1.74% | 23,671 | -3,722 | -13.6% | -$122.30万 | 减仓 |
| CAT | CATERPILLAR INC | $799.00万 | 1.79% | 11,278 | -175 | -1.5% | -$12.40万 | 减仓 |
| ABBV | ABBVIE INC | $801.19万 | 1.80% | 36,838 | 315 | 0.9% | $6.85万 | 加仓 |
| PEP | PEPSICO INC | $802.86万 | 1.80% | 51,701 | 2,988 | 6.1% | $46.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $814.90万 | 1.83% | 13,483 | -568 | -4.0% | -$34.33万 | 减仓 |
| — | EXXON MOBIL CORP | $820.53万 | 1.84% | 48,363 | 31,055 | 179.4% | $526.88万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $821.45万 | 1.84% | 88,442 | -8,935 | -9.2% | -$82.99万 | 减仓 |
| CB | CHUBB LTD SWITZ | $825.84万 | 1.85% | 25,338 | -2,614 | -9.4% | -$85.20万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $834.91万 | 1.87% | 34,445 | 13,606 | 65.3% | $329.80万 | 加仓 |
| — | HONEYWELL INTL INC | $844.09万 | 1.89% | 37,344 | -5,884 | -13.6% | -$133.00万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $858.67万 | 1.93% | 17,185 | 588 | 3.5% | $29.38万 | 加仓 |
| TXN | TEXAS INSTRS INC | $872.43万 | 1.96% | 44,938 | -634 | -1.4% | -$12.31万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $879.07万 | 1.97% | 12,885 | -2,422 | -15.8% | -$165.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $890.24万 | 2.00% | 61,634 | -443 | -0.7% | -$6.40万 | 减仓 |
| KO | COCA COLA CO | $906.27万 | 2.03% | 119,167 | -5,469 | -4.4% | -$41.59万 | 减仓 |
| V | VISA INC | $1,015.89万 | 2.28% | 33,612 | -360 | -1.1% | -$10.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,019.53万 | 2.29% | 41,709 | 754 | 1.8% | $18.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,020.48万 | 2.29% | 33,737 | -1,178 | -3.4% | -$35.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,062.09万 | 2.38% | 10,659 | -601 | -5.3% | -$59.89万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,141.27万 | 2.56% | 156,811 | -9,302 | -5.6% | -$67.70万 | 减仓 |
| AAPL | APPLE INC | $1,157.94万 | 2.60% | 45,626 | -252 | -0.5% | -$6.40万 | 减仓 |