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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 120 项
建仓 9
增持 41
减持 67
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$59.5M
1,495,283
-5%
增持
IEFA
ISHARES TR
-$21.5M
4,775,353
+3%
减持
SCHO
SCHWAB STRATEGIC TR
-$20.5M
1,165,972
-25%
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。
减持
SPYV
SPDR SER TR
-$10.6M
3,035,052
-3%
增持
IEMG
ISHARES INC
-$10.4M
2,758,434
+5%
减持
IJH
ISHARES TR
-$9.2M
1,031,712
-1%
增持
IJR
ISHARES TR
+$7.9M
2,352,242
+10%
增持
EFV
ISHARES TR
-$7.6M
1,584,589
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.5M
443,425
-16%
减持
SPY
SPDR S&P 500 ETF TR
-$7.0M
258,028
-2%
减持
FLRN
SPDR SER TR
-$6.4M
856,823
-20%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.5M
928,085
-3%
增持
SCHP
SCHWAB STRATEGIC TR
-$5.3M
2,056,482
+3%
增持
BND
VANGUARD BD INDEX FDS
+$4.7M
1,196,386
+12%
增持
MUB
ISHARES TR
+$4.2M
81,753
+109%
减持
ESGU
ISHARES TR
-$4.1M
375,354
-7%
减持
IJJ
ISHARES TR
-$3.2M
287,358
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.5M
416,028
-2%
增持
IWC
ISHARES TR
+$2.3M
151,187
+18%
减持
IVE
ISHARES TR
-$2.0M
127,896
-4%
减持
MDYV
SPDR SER TR
-$1.9M
673,181
-0%
减持
VV
VANGUARD INDEX FDS
-$1.6M
56,366
-11%
增持
BSV
VANGUARD BD INDEX FDS
+$1.3M
62,612
+40%
减持
FLOT
ISHARES TR
-$1.2M
93,616
-21%
增持
EAGG
ISHARES TR
+$1.2M
541,300
+11%
建仓
TIPX
SPDR SER TR
+$1.2M
64,677
减持
TIP
ISHARES TR
-$1.1M
89,891
-3%
减持
AGG
ISHARES TR
-$1.1M
42,925
-17%
减持
STIP
ISHARES TR
-$998.0K
102,892
-4%
增持
ESML
ISHARES TR
+$960.0K
182,186
+24%
增持
ESGD
ISHARES TR
-$882.0K
146,293
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$854.0K
89,800
-13%
增持
NYF
ISHARES TR
+$833.0K
166,730
+15%
减持
VOE
VANGUARD INDEX FDS
-$818.0K
63,363
-4%
减持
SUB
ISHARES TR
-$813.0K
68,837
-9%
增持
SCZ
ISHARES TR
-$670.0K
167,059
+3%
增持
ESGE
ISHARES INC
-$632.0K
160,241
+2%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$600.0K
32,487
减持
EFA
ISHARES TR
-$551.0K
58,012
-5%
清仓
BIV
VANGUARD BD INDEX FDS
-$516.0K
0
-100%
增持
DFEV
DIMENSIONAL ETF TRUST
+$503.0K
50,158
+122%
增持
VTIP
VANGUARD MALVERN FDS
-$457.0K
1,704,136
+4%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$405.0K
7,195
-22%
增持
FNDF
SCHWAB STRATEGIC TR
+$388.0K
42,786
+76%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$373.0K
14,465
减持
IAU
ISHARES GOLD TR
-$328.0K
12,387
-41%
增持
SPMB
SPDR SER TR
+$323.0K
82,200
+30%
减持
FNDE
SCHWAB STRATEGIC TR
-$319.0K
9,063
-56%
减持
STPZ
PIMCO ETF TR
-$317.0K
35,260
-10%
增持
SHYG
ISHARES TR
+$308.0K
233,065
+5%
清仓
INTC
INTEL CORP
-$282.0K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$277.0K
79,499
-3%
减持
MSFT
MICROSOFT CORP
-$269.0K
9,920
-1%
减持
SUSB
ISHARES TR
-$266.0K
281,670
-1%
建仓
USIG
ISHARES TR
+$252.0K
5,240
减持
SCHZ
SCHWAB STRATEGIC TR
-$244.0K
46,859
-5%
建仓
DE
DEERE & CO
+$237.0K
710
建仓
CAT
CATERPILLAR INC
+$227.0K
1,384
建仓
HD
HOME DEPOT INC
+$216.0K
783
清仓
IUSG
ISHARES TR
-$212.0K
0
-100%
减持
SPYM
SPDR SER TR
-$203.0K
35,677
-7%
建仓
PFF
ISHARES TR
+$202.0K
6,390
建仓
CI
CIGNA CORP NEW
+$202.0K
729
减持
IWF
ISHARES TR
-$200.0K
17,548
-1%
减持
VO
VANGUARD INDEX FDS
-$193.0K
16,017
-2%
增持
AMZN
AMAZON COM INC
+$191.0K
5,903
+32%
减持
SCHM
SCHWAB STRATEGIC TR
-$181.0K
15,213
-13%
减持
SCHF
SCHWAB STRATEGIC TR
-$170.0K
39,768
-3%
减持
IGSB
ISHARES TR
-$168.0K
21,525
-11%
减持
IWM
ISHARES TR
-$167.0K
6,265
-12%
减持
IEI
ISHARES TR
-$163.0K
26,926
-1%
减持
PAYX
PAYCHEX INC
-$157.0K
75,976
-0%
减持
TFI
SPDR SER TR
-$152.0K
19,566
-11%
减持
EWX
SPDR INDEX SHS FDS
-$150.0K
22,886
-7%
减持
SCHH
SCHWAB STRATEGIC TR
-$149.0K
59,365
-1%
减持
SPYX
SPDR SER TR
-$145.0K
9,150
-10%
增持
MBB
ISHARES TR
-$132.0K
37,015
+2%
增持
DIS
DISNEY WALT CO
+$129.0K
3,634
+61%
减持
VB
VANGUARD INDEX FDS
-$120.0K
11,226
-3%
减持
GWX
SPDR INDEX SHS FDS
-$109.0K
37,105
-0%
减持
SPIP
SPDR SER TR
-$108.0K
35,563
-3%
增持
SCHV
SCHWAB STRATEGIC TR
+$100.0K
11,658
+25%
增持
IJS
ISHARES TR
-$90.0K
15,221
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$88.0K
21,361
-4%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$86.0K
13,561
-0%
减持
CATH
GLOBAL X FDS
-$85.0K
20,453
-4%
减持
IJT
ISHARES TR
-$82.0K
12,415
-3%
减持
IWB
ISHARES TR
-$81.0K
1,255
-21%
减持
SCHR
SCHWAB STRATEGIC TR
-$75.0K
13,760
-5%
减持
ITM
VANECK ETF TRUST
-$70.0K
15,425
-5%
减持
SHV
ISHARES TR
-$68.0K
10,295
-6%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$65.0K
895
-14%
增持
STZ
CONSTELLATION BRANDS INC
+$64.0K
1,761
+21%
减持
SCHC
SCHWAB STRATEGIC TR
-$58.0K
13,243
-3%
增持
AAPL
APPLE INC
+$53.0K
17,205
+1%
减持
IDEV
ISHARES TR
-$51.0K
8,775
-1%
减持
VOO
VANGUARD INDEX FDS
-$51.0K
922
-10%
减持
PEP
PEPSICO INC
-$44.0K
3,069
-6%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$42.0K
8,172
+0%
增持
PFE
PFIZER INC
+$39.0K
5,716
+42%
减持
IJK
ISHARES TR
-$37.0K
24,852
-1%
增持
IVW
ISHARES TR
-$34.0K
24,070
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$32.0K
7,857
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$32.0K
2,575
-5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$27.0K
1,718
-1%
增持
VTI
VANGUARD INDEX FDS
-$25.0K
2,774
+0%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$23.0K
9,575
-0%
增持
JNJ
JOHNSON & JOHNSON
-$22.0K
5,893
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$19.0K
1,296
-1%
减持
—
EXXON MOBIL CORP
+$18.0K
14,414
-0%
减持
SPAB
SPDR SER TR
-$15.0K
9,448
-1%
增持
USFR
WISDOMTREE TR
+$13.0K
12,280
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$13.0K
8,072
-1%
增持
PG
PROCTER AND GAMBLE CO
-$12.0K
2,359
+9%
增持
V
VISA INC
+$9.0K
1,846
+14%
增持
CEFA
GLOBAL X FDS
-$4.0K
13,570
+8%
增持
GOOG
ALPHABET INC
-$4.0K
2,740
+2146%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.0K
10,970
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.0K
470
+9%
增持
GOOGL
ALPHABET INC
-$1.0K
3,387
+2173%
