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ALESCO ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ALESCO ADVISORS LLC
报告期 2026-03-31 · CIK 0001269978
持仓数
243
前50大市值合计
$3.72B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 115 项
建仓 10
增持 60
减持 37
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
-$13.9M
4,498,849
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$8.0M
265,627
-1%
增持
IVV
ISHARES TR
-$6.6M
1,549,866
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IEMG
ISHARES INC
-$4.1M
2,534,388
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$2.6M
1,675,456
+4%
增持
FLOT
ISHARES TR
+$2.0M
120,300
+50%
减持
SPYV
SPDR SER TR
-$1.9M
3,230,379
-1%
增持
ESGU
ISHARES TR
-$1.8M
390,305
+2%
减持
EAGG
ISHARES TR
-$1.8M
477,800
-0%
减持
SHYG
ISHARES TR
-$1.8M
221,085
-13%
增持
IJR
ISHARES TR
-$1.7M
2,085,825
+5%
增持
BNL
BROADSTONE NET LEASE INC
+$1.7M
188,320
+95%
清仓
SHYD
VANECK ETF TRUST
-$1.5M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
-$1.3M
1,128,710
+5%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$1.3M
6,140
建仓
—
ISHARES TR
+$1.2M
45,205
建仓
—
ISHARES TR
+$1.2M
46,985
增持
EFV
ISHARES TR
+$1.2M
1,577,187
+2%
建仓
—
EXXON MOBIL CORP
+$1.2M
14,307
增持
SUB
ISHARES TR
+$1.2M
79,034
+20%
建仓
RWR
SPDR SER TR
+$1.1M
9,750
增持
SCHO
SCHWAB STRATEGIC TR
-$1.1M
1,678,721
+1%
清仓
—
JPMORGAN CHASE & CO
-$1.0M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$1.0M
36,959
-24%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$966.0K
939,898
+9%
减持
VV
VANGUARD INDEX FDS
-$952.0K
63,571
-1%
建仓
JPM
JPMORGAN CHASE & CO
+$896.0K
6,576
清仓
—
EXXON MOBIL CORP
-$891.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$763.0K
7,507
+19%
增持
IVE
ISHARES TR
+$749.0K
136,808
+4%
增持
MUB
ISHARES TR
+$727.0K
50,024
+22%
增持
IAU
ISHARES GOLD TR
+$614.0K
24,229
+203%
减持
STIP
ISHARES TR
-$609.0K
114,656
-4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$607.0K
62,917
-10%
建仓
IWV
ISHARES TR
+$525.0K
2,000
建仓
IWR
ISHARES TR
+$507.0K
6,500
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$497.0K
398,936
+4%
增持
SCZ
ISHARES TR
-$494.0K
157,458
+5%
减持
MDYV
SPDR SER TR
-$494.0K
683,894
-0%
减持
IJJ
ISHARES TR
-$483.0K
318,857
-0%
增持
SCHX
SCHWAB STRATEGIC TR
-$462.0K
80,863
+91%
减持
LOW
LOWES COS INC
-$410.0K
6,240
-4%
清仓
—
CONSTELLATION BRANDS INC
-$383.0K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$378.0K
2,379
增持
NYF
ISHARES TR
+$371.0K
138,425
+12%
增持
AGG
ISHARES TR
-$367.0K
58,067
+1%
建仓
STZ
CONSTELLATION BRANDS INC
+$351.0K
1,526
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$348.0K
0
-100%
增持
TIP
ISHARES TR
+$303.0K
95,549
+6%
增持
SCHM
SCHWAB STRATEGIC TR
+$298.0K
15,804
+41%
减持
VO
VANGUARD INDEX FDS
-$288.0K
16,497
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$281.0K
34,550
+26%
增持
IJH
ISHARES TR
-$276.0K
1,024,855
+5%
清仓
HD
HOME DEPOT INC
-$267.0K
0
-100%
增持
IWC
ISHARES TR
+$254.0K
119,559
+10%
增持
FNDE
SCHWAB STRATEGIC TR
+$251.0K
19,934
+90%
减持
SCHF
SCHWAB STRATEGIC TR
-$244.0K
42,683
-8%
减持
MBB
ISHARES TR
-$232.0K
36,125
-1%
增持
AMZN
AMAZON COM INC
+$230.0K
220
+51%
减持
IEI
ISHARES TR
-$227.0K
27,420
-1%
增持
VOE
VANGUARD INDEX FDS
+$227.0K
66,788
+3%
清仓
PFF
ISHARES TR
-$213.0K
0
-100%
清仓
TSLA
TESLA INC
-$206.0K
0
-100%
减持
IJT
ISHARES TR
-$204.0K
13,356
-1%
减持
IWB
ISHARES TR
-$183.0K
1,585
-28%
减持
IVW
ISHARES TR
-$174.0K
23,635
-0%
增持
ESGD
ISHARES TR
-$165.0K
132,958
+6%
增持
MSFT
MICROSOFT CORP
-$147.0K
10,042
+4%
增持
SPIP
SPDR SER TR
+$146.0K
37,379
+20%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$138.0K
8,165
+18%
增持
IJK
ISHARES TR
-$126.0K
26,353
+4%
减持
CATH
GLOBAL X FDS
-$125.0K
21,100
-5%
增持
EFA
ISHARES TR
-$116.0K
61,162
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$107.0K
568,543
+4%
减持
SHV
ISHARES TR
-$104.0K
11,280
-8%
增持
SUSB
ISHARES TR
-$102.0K
279,340
+3%
增持
FLRN
SPDR SER TR
+$96.0K
1,002,931
+1%
增持
GWX
SPDR INDEX SHS FDS
-$95.0K
36,325
+0%
增持
VB
VANGUARD INDEX FDS
-$95.0K
11,627
+2%
增持
IWM
ISHARES TR
-$93.0K
5,535
+0%
增持
ESML
ISHARES TR
-$89.0K
137,811
+4%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$88.0K
11,530
-9%
增持
SCHP
SCHWAB STRATEGIC TR
+$81.0K
2,073,580
+4%
增持
TFI
SPDR SER TR
+$81.0K
22,308
+17%
减持
EWX
SPDR INDEX SHS FDS
-$78.0K
24,559
-1%
减持
ITM
VANECK ETF TRUST
-$77.0K
16,250
-2%
减持
SCHE
SCHWAB STRATEGIC TR
-$76.0K
22,409
-5%
减持
SCHR
SCHWAB STRATEGIC TR
-$74.0K
14,656
-4%
增持
SPMB
SPDR SER TR
-$73.0K
59,360
+1%
增持
SCHA
SCHWAB STRATEGIC TR
-$62.0K
7,564
+84%
减持
VTI
VANGUARD INDEX FDS
-$62.0K
2,772
-3%
减持
IJS
ISHARES TR
-$55.0K
15,170
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$50.0K
1,753
-0%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$48.0K
13,501
+12%
增持
SPAB
SPDR SER TR
+$47.0K
11,818
+24%
增持
SPYM
SPDR SER TR
-$44.0K
37,893
+3%
增持
AAPL
APPLE INC
-$42.0K
17,049
+0%
减持
PFE
PFIZER INC
-$42.0K
4,046
-5%
减持
SCHC
SCHWAB STRATEGIC TR
-$42.0K
13,268
-1%
增持
INTC
INTEL CORP
+$42.0K
7,562
+17%
减持
DIS
DISNEY WALT CO
-$41.0K
2,199
-1%
减持
SHY
ISHARES TR
-$39.0K
13,090
-1%
减持
PAYX
PAYCHEX INC
-$34.0K
76,404
-0%
减持
ALL
ALLSTATE CORP
+$33.0K
4,402
-10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$32.0K
1,304
-2%
减持
SHM
SPDR SER TR
-$29.0K
5,489
-7%
增持
PG
PROCTER AND GAMBLE CO
+$17.0K
2,179
+13%
增持
SCHV
SCHWAB STRATEGIC TR
+$15.0K
9,042
+5%
增持
VOO
VANGUARD INDEX FDS
-$14.0K
778
+1%
减持
JNJ
JOHNSON & JOHNSON
-$12.0K
5,548
-5%
增持
MCD
MCDONALDS CORP
-$7.0K
986
+5%
增持
SCHH
SCHWAB STRATEGIC TR
-$6.0K
60,918
+111%
增持
ESGE
ISHARES INC
+$5.0K
140,441
+8%
增持
EMB
ISHARES TR
+$5.0K
7,260
+12%
增持
FNDF
SCHWAB STRATEGIC TR
-$1.0K
28,073
+1%
