Cape Investment Advisory, Inc.
MCDONOUGH GA · SEC CIK 0001944437
$3.01亿2026Q1 申报市值
227持仓数
37.9%前十大占比 · 第一大 13.2%
4 / 120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
KO 加仓+$253.20万
INNOVATOR ETFS T 新建仓+$146.73万
BINC 加仓+$108.33万
IVV 加仓+$98.18万
ICE 加仓+$89.95万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$53.26万
AMAT 减仓-$49.56万
AAPL 减仓-$46.83万
TSM 减仓-$46.74万
GOOGL 减仓-$45.52万
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 |
|---|---|---|---|---|---|---|---|---|
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -1,500 | -100.0% | -$3.35万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DBX ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNL | GLOBAL NET LEASE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKLC | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -595 | -100.0% | -$2.90万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $0 | 0.00% | 0 | -2,230 | -100.0% | -$2.87万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIZD | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.84万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUSB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBCG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDRR | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BATRA | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -3,751 | -100.0% | -$2.16万 | 清仓 |