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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 136 项
建仓 4
增持 61
减持 63
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$46.0M
1,450,225
+1%
减持
IEFA
ISHARES TR
+$16.4M
4,487,190
-2%
增持
SCHP
SCHWAB STRATEGIC TR
+$9.5M
2,271,989
+5%
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
BND
VANGUARD BD INDEX FDS
+$7.9M
1,346,029
+6%
增持
IEMG
ISHARES INC
+$7.0M
2,798,108
+1%
减持
IJH
ISHARES TR
+$6.7M
968,372
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$6.1M
246,299
-1%
增持
IJR
ISHARES TR
+$6.0M
2,433,594
+0%
增持
ESGU
ISHARES TR
+$2.7M
374,985
+2%
减持
SPYV
SPDR SER TR
+$2.6M
2,839,298
-2%
增持
VTIP
VANGUARD MALVERN FDS
+$2.6M
1,726,785
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.6M
979,656
+4%
增持
SUSB
ISHARES TR
+$2.0M
359,780
+28%
减持
EFV
ISHARES TR
+$2.0M
1,468,579
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
1,025,172
-3%
增持
NYF
ISHARES TR
+$1.8M
253,821
+13%
增持
TLT
ISHARES TR
+$1.6M
23,360
+172%
增持
BSV
VANGUARD BD INDEX FDS
+$1.6M
69,211
+42%
增持
MDYV
SPDR SER TR
+$1.6M
684,448
+2%
增持
AAPL
APPLE INC
+$1.3M
21,509
+23%
减持
IJJ
ISHARES TR
-$1.3M
236,417
-7%
减持
—
ISHARES TR
-$1.2M
49,460
-50%
清仓
—
ISHARES TR
-$1.2M
0
-100%
清仓
—
ISHARES TR
-$1.2M
0
-100%
减持
—
ISHARES TR
-$1.2M
41,920
-53%
增持
IWV
ISHARES TR
+$1.1M
9,483
+93%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$866.1K
16,980
+165%
增持
MSFT
MICROSOFT CORP
+$832.1K
10,792
+14%
增持
IWF
ISHARES TR
+$816.8K
18,664
+7%
增持
EAGG
ISHARES TR
+$796.0K
561,080
+0%
减持
ESGD
ISHARES TR
+$779.8K
141,688
-1%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$770.3K
20,355
-22%
增持
DFEV
DIMENSIONAL ETF TRUST
+$736.2K
101,188
+40%
增持
DFIS
DIMENSIONAL ETF TRUST
+$719.3K
80,334
+53%
减持
VV
VANGUARD INDEX FDS
+$659.2K
55,386
-0%
减持
IVE
ISHARES TR
+$587.1K
115,963
-1%
增持
MUB
ISHARES TR
+$581.1K
111,431
+3%
减持
FLRN
SPDR SER TR
-$562.0K
558,350
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$511.8K
451,845
+0%
减持
IWM
ISHARES TR
-$455.8K
8,240
-25%
清仓
VDC
VANGUARD WORLD FDS
-$452.5K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$440.8K
63,699
-4%
减持
TIP
ISHARES TR
-$440.5K
26,514
-16%
减持
SUB
ISHARES TR
-$391.1K
79,779
-5%
减持
TIPX
SPDR SER TR
-$382.0K
608,891
-6%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$358.5K
9,219
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$325.7K
604,006
-2%
增持
BNL
BROADSTONE NET LEASE INC
+$318.7K
210,490
+5%
减持
CATH
GLOBAL X FDS
-$308.8K
21,138
-28%
增持
ESGE
ISHARES INC
+$306.1K
163,585
+2%
增持
—
EVOQUA WATER TECHNOLOGIES CO
+$303.6K
18,976
+17%
增持
ESML
ISHARES TR
+$295.6K
181,846
+2%
减持
BIV
VANGUARD BD INDEX FDS
-$295.3K
12,350
-26%
减持
SCZ
ISHARES TR
+$289.5K
190,570
-3%
减持
SCHM
SCHWAB STRATEGIC TR
-$284.7K
12,187
-28%
增持
SCHX
SCHWAB STRATEGIC TR
+$258.5K
63,848
+2%
建仓
INTC
INTEL CORP
+$245.0K
7,498
清仓
CI
CIGNA CORP NEW
-$241.5K
0
-100%
清仓
USMV
ISHARES TR
-$241.5K
0
-100%
增持
STIP
ISHARES TR
+$228.9K
99,135
+0%
清仓
VFVA
VANGUARD WELLINGTON FD
-$224.5K
0
-100%
增持
SHYG
ISHARES TR
+$220.1K
233,565
+0%
建仓
IUSG
ISHARES TR
+$213.0K
2,400
清仓
EMR
EMERSON ELEC CO
-$211.3K
0
-100%
清仓
RWX
SPDR INDEX SHS FDS
-$203.5K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$202.6K
2,200
减持
FNDF
SCHWAB STRATEGIC TR
+$191.9K
150,067
-3%
增持
IWC
ISHARES TR
-$183.8K
168,920
+2%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$169.3K
8,214
-19%
增持
SPYM
SPDR SER TR
+$166.8K
36,920
+3%
减持
IMTM
ISHARES TR
-$160.1K
6,325
-47%
减持
JNJ
JOHNSON & JOHNSON
-$138.7K
5,468
-2%
增持
GOOGL
ALPHABET INC
+$138.2K
3,888
+29%
减持
SHY
ISHARES TR
-$137.2K
10,675
-15%
减持
IJT
ISHARES TR
-$130.7K
11,015
-11%
减持
IJS
ISHARES TR
-$128.9K
13,555
-11%
增持
V
VISA INC
+$115.2K
2,013
+23%
增持
AMZN
AMAZON COM INC
+$113.6K
4,938
+5%
增持
ORCL
ORACLE CORP
+$107.8K
5,579
+11%
减持
IGSB
ISHARES TR
-$101.9K
49,055
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$97.4K
82,360
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$91.3K
12,656
+13%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$90.9K
10,224
+31%
减持
SCHF
SCHWAB STRATEGIC TR
+$83.4K
37,433
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$80.0K
39,206
-7%
减持
IJK
ISHARES TR
-$78.5K
22,352
-9%
增持
MBB
ISHARES TR
+$76.4K
36,235
+0%
减持
VB
VANGUARD INDEX FDS
+$71.9K
13,767
-0%
增持
PAYX
PAYCHEX INC
-$70.4K
75,868
+0%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$67.2K
4,835
+1%
增持
SPYX
SPDR SER TR
+$58.7K
27,660
+200%
增持
MCD
MCDONALDS CORP
+$58.5K
1,149
+15%
增持
PFE
PFIZER INC
-$57.8K
5,617
+0%
减持
CAT
CATERPILLAR INC
-$51.8K
1,234
-12%
增持
DIS
DISNEY WALT CO
+$49.6K
3,635
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$47.9K
9,685
-2%
减持
SCHC
SCHWAB STRATEGIC TR
-$47.2K
10,243
-18%
减持
FLOT
ISHARES TR
-$45.5K
39,258
-2%
增持
PG
PROCTER AND GAMBLE CO
+$44.9K
2,719
+15%
减持
STZ
CONSTELLATION BRANDS INC
-$43.1K
1,616
-8%
增持
GOOG
ALPHABET INC
+$38.9K
2,456
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$34.8K
477
+9%
减持
VTI
VANGUARD INDEX FDS
+$33.8K
2,725
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$32.3K
1,525
+19%
增持
BA
BOEING CO
+$31.5K
1,305
+1%
增持
SCHH
SCHWAB STRATEGIC TR
+$27.0K
57,895
+1%
减持
—
TRANE TECHNOLOGIES PLC
+$24.9K
1,725
-1%
增持
—
EXXON MOBIL CORP
+$23.6K
14,713
+2%
减持
SCHV
SCHWAB STRATEGIC TR
-$23.5K
18,250
-1%
减持
EWX
SPDR INDEX SHS FDS
+$22.6K
19,488
-1%
减持
ABT
ABBOTT LABS
-$22.0K
2,423
-0%
增持
ABBV
ABBVIE INC
+$21.4K
1,404
+12%
减持
EFA
ISHARES TR
+$21.3K
49,471
-8%
减持
SHV
ISHARES TR
-$18.2K
10,140
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$18.1K
490
+4%
减持
SHW
SHERWIN WILLIAMS CO
-$17.2K
1,200
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$16.6K
15,860
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$16.0K
7,912
+1%
增持
HD
HOME DEPOT INC
+$14.3K
893
+13%
减持
VOO
VANGUARD INDEX FDS
+$14.0K
1,886
-5%
减持
AGG
ISHARES TR
+$13.9K
33,265
-2%
减持
GWX
SPDR INDEX SHS FDS
-$13.7K
34,017
-6%
减持
TFI
SPDR SER TR
+$12.8K
19,988
-1%
减持
IWR
ISHARES TR
+$9.8K
6,410
-1%
增持
DE
DEERE & CO
-$9.6K
714
+1%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$8.6K
8,985
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$7.0K
18,446
-5%
减持
EMB
ISHARES TR
+$6.9K
7,555
-1%
减持
CEFA
GLOBAL X FDS
-$6.1K
12,320
-9%
减持
IWB
ISHARES TR
+$3.8K
1,115
-5%
增持
JPM
JPMORGAN CHASE & CO
-$3.2K
7,810
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.8K
895
-1%
增持
USFR
WISDOMTREE TR
+$1.8K
12,355
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$1.5K
6,840
-3%
减持
LOW
LOWES COS INC
+$1.2K
6,220
-0%
减持
IDEV
ISHARES TR
-$1.1K
8,105
-8%
