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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 143 项建仓 7增持 56减持 75清仓 5

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

+$21.2M

1,315,351 -1%

减持

IJH ISHARES TR

-$11.9M

5,285,049 -0%

减持

IJR ISHARES TR

-$8.1M

1,918,329 -0%

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

+$7.0M

1,662,993 +7%

增持

IEFA ISHARES TR

-$4.8M

4,324,667 +1%

减持

IEMG ISHARES INC

+$3.1M

2,566,652 -1%

增持

SCHP SCHWAB STRATEGIC TR

+$3.0M

2,657,675 +2%

增持

GOVT ISHARES TR

+$2.3M

3,033,932 +4%

减持

AVLV AMERICAN CENTY ETF TR

-$2.3M

1,350,007 -0%

增持

AVUV AMERICAN CENTY ETF TR

-$2.1M

715,515 +1%

减持

SPYV SPDR SER TR

-$2.1M

448,747 -6%

增持

DUHP DIMENSIONAL ETF TRUST

+$2.0M

2,673,829 +1%

增持

VTIP VANGUARD MALVERN FDS

+$1.5M

1,783,406 +0%

减持

IWC ISHARES TR

-$1.4M

178,568 -1%

减持

VEA VANGUARD TAX-MANAGED FDS

-$1.3M

958,509 -1%

增持

NYF ISHARES TR

+$1.3M

297,337 +10%

增持

EAGG ISHARES TR

+$1.2M

660,310 +5%

增持

DFEV DIMENSIONAL ETF TRUST

+$1.2M

196,186 +21%

增持

IDEV ISHARES TR

+$1.1M

25,392 +213%

增持

BILS SPDR SER TR

+$1.1M

15,114 +277%

增持

DFIS DIMENSIONAL ETF TRUST

+$1.0M

227,990 +25%

减持

MDYV SPDR SER TR

-$987.5K

127,018 -6%

增持

EFV ISHARES TR

-$935.0K

1,408,108 +1%

减持

AAPL APPLE INC

+$914.4K

31,507 -6%

增持

MUB ISHARES TR

+$888.3K

166,146 +6%

减持

SPY SPDR S&P 500 ETF TR

+$874.1K

226,396 -3%

减持

IVE ISHARES TR

-$863.8K

80,912 -3%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$861.5K

585,469 -1%

增持

SGOV ISHARES TR

+$812.3K

41,701 +24%

减持

TLT ISHARES TR

-$752.5K

7,755 -50%

增持

GBIL GOLDMAN SACHS ETF TR

+$731.7K

14,298 +106%

减持

VTEB VANGUARD MUN BD FDS

-$719.5K

65,963 -17%

增持

SUB ISHARES TR

+$713.5K

149,723 +5%

减持

FLRN SPDR SER TR

-$673.4K

219,630 -9%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$645.6K

45,961 -15%

减持

SCZ ISHARES TR

-$528.5K

174,047 -2%

减持

VV VANGUARD INDEX FDS

+$485.9K

51,469 -0%

减持

IWF ISHARES TR

+$462.6K

18,453 -1%

清仓

MCHP MICROCHIP TECHNOLOGY INC.

-$433.5K

0 -100%

减持

VCIT VANGUARD SCOTTSDALE FDS

-$416.0K

5,135 -50%

减持

SCHO SCHWAB STRATEGIC TR

-$381.3K

169,833 -4%

增持

SPYM SPDR SER TR

+$373.6K

44,106 +11%

减持

IJJ ISHARES TR

-$360.3K

30,338 -6%

减持

SLYV SPDR SER TR

-$340.4K

5,782 -40%

减持

VOE VANGUARD INDEX FDS

-$327.8K

51,448 -1%

建仓

NVDA NVIDIA CORPORATION

+$326.9K

2,646

减持

ESML ISHARES TR

-$321.5K

129,415 -2%

减持

LOW LOWES COS INC

-$317.5K

5,319 -9%

减持

FLOT ISHARES TR

-$311.3K

15,020 -29%

减持

BSV VANGUARD BD INDEX FDS

-$303.0K

23,361 -14%

增持

EFA ISHARES TR

+$281.7K

50,943 +10%

减持

ALL ALLSTATE CORP

-$276.3K

2,362 -37%

清仓

TJX TJX COS INC NEW

-$271.4K

0 -100%

建仓

META META PLATFORMS INC

+$262.7K

521

增持

STIP ISHARES TR

+$255.9K

103,825 +2%

减持

MSFT MICROSOFT CORP

+$246.9K

10,791 -1%

建仓

LLY ELI LILLY & CO

+$242.6K

268

减持

— EXXON MOBIL CORP

-$241.3K

11,388 -15%

清仓

SPSB SPDR SER TR

-$237.3K

0 -100%

减持

RPV INVESCO EXCHANGE TRADED FD T

-$223.1K

4,715 -32%

增持

IGSB ISHARES TR

+$221.3K

55,705 +8%

增持

ESGD ISHARES TR

+$216.9K

141,471 +3%

建仓

MTB M & T BK CORP

+$212.7K

1,405

清仓

SBUX STARBUCKS CORP

-$211.2K

0 -100%

建仓

DHR DANAHER CORPORATION

+$209.9K

840

建仓

COST COSTCO WHSL CORP NEW

+$207.4K

244

清仓

TM TOYOTA MOTOR CORP

-$207.1K

0 -100%

建仓

ADBE ADOBE INC

+$204.4K

368

减持

ADP AUTOMATIC DATA PROCESSING IN

-$187.3K

1,362 -34%

增持

AVGO BROADCOM INC

+$168.9K

286 +31%

减持

PAYX PAYCHEX INC

-$166.4K

9,552 -10%

减持

MCD MCDONALDS CORP

-$157.1K

1,147 -28%

减持

IWP ISHARES TR

-$153.5K

13,400 -6%

减持

SCHF SCHWAB STRATEGIC TR

-$144.3K

31,425 -9%

减持

GOOGL ALPHABET INC

+$134.5K

4,689 -2%

增持

AMZN AMAZON COM INC

+$127.4K

4,346 +10%

减持

ESGU ISHARES TR

+$118.7K

303,675 -3%

增持

TIPX SPDR SER TR

+$117.3K

306,185 +3%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$109.9K

8,165 +0%

增持

IWM ISHARES TR

+$107.4K

7,785 +11%

减持

HD HOME DEPOT INC

-$100.3K

940 -15%

减持

FNDF SCHWAB STRATEGIC TR

-$97.8K

148,026 -0%

增持

INTC INTEL CORP

-$95.3K

7,230 +0%

减持

SHV ISHARES TR

-$92.7K

9,150 -8%

增持

IWV ISHARES TR

+$85.7K

9,567 +0%

减持

ESGE ISHARES INC

-$82.6K

156,022 -5%

增持

DIS DISNEY WALT CO

-$82.4K

3,971 +2%

减持

JNJ JOHNSON & JOHNSON

-$81.6K

5,268 -2%

增持

SPYX SPDR SER TR

+$78.2K

24,565 +3%

减持

STZ CONSTELLATION BRANDS INC

-$75.8K

1,407 -13%

减持

IJS ISHARES TR

-$75.3K

12,776 -0%

增持

SUSB ISHARES TR

+$70.0K

343,785 +1%

减持

AGG ISHARES TR

-$68.7K

29,705 -1%

减持

BNL BROADSTONE NET LEASE INC

-$66.6K

148,799 -4%

增持

SPMD SPDR SER TR

+$65.9K

6,338 +30%

减持

SCHX SCHWAB STRATEGIC TR

-$65.5K

41,366 -6%

减持

EWX SPDR INDEX SHS FDS

-$62.7K

15,567 -10%

减持

GWX SPDR INDEX SHS FDS

-$59.9K

32,530 -3%

增持

SCHR SCHWAB STRATEGIC TR

+$58.6K

11,260 +13%

减持

IJT ISHARES TR

-$56.8K

10,495 -2%

减持

ITM VANECK ETF TRUST

-$55.8K

15,240 -6%

减持

VOO VANGUARD INDEX FDS

+$55.3K

3,204 -0%

减持

SCHV SCHWAB STRATEGIC TR

-$46.9K

7,706 -5%

减持

VONE VANGUARD SCOTTSDALE FDS

-$46.1K

19,415 -4%

减持

SCHM SCHWAB STRATEGIC TR

-$42.9K

9,743 -1%

减持

SCHE SCHWAB STRATEGIC TR

-$41.7K

13,786 -15%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$40.6K

1,019 +13%

减持

TIP ISHARES TR

-$38.4K

18,471 -1%

减持

PEP PEPSICO INC

-$37.1K

2,852 -2%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$36.7K

554 +19%

减持

TFI SPDR SER TR

-$35.6K

20,048 -2%

增持

UNH UNITEDHEALTH GROUP INC

+$30.0K

532 +9%

增持

SPSM SPDR SER TR

+$29.9K

5,888 +18%

增持

AXP AMERICAN EXPRESS CO

+$27.8K

1,005 +12%

减持

GOOG ALPHABET INC

+$27.6K

3,169 -13%

增持

CAT CATERPILLAR INC

-$27.3K

1,127 +3%

增持

SPMB SPDR SER TR

+$24.9K

91,785 +2%

减持

PG PROCTER AND GAMBLE CO

-$24.4K

2,267 -8%

增持

GE GE AEROSPACE

-$23.6K

1,454 +0%

减持

DFIV DIMENSIONAL ETF TRUST

-$21.8K

15,775 -2%

减持

SCHZ SCHWAB STRATEGIC TR

-$21.7K

32,480 -1%

减持

BIV VANGUARD BD INDEX FDS

-$21.4K

3,124 -8%

减持

SCHA SCHWAB STRATEGIC TR

-$20.5K

5,423 -4%

增持

EMB ISHARES TR

+$20.2K

8,305 +4%

增持

ABBV ABBVIE INC

+$20.1K

1,457 +15%

增持

MRK MERCK & CO INC

+$20.1K

1,974 +16%

减持

JPM JPMORGAN CHASE & CO.

-$19.2K

7,289 -2%

增持

VNQI VANGUARD INTL EQUITY INDEX F

-$17.8K

16,140 +1%

减持

JVAL J P MORGAN EXCHANGE TRADED F

-$16.3K

8,670 -3%

增持

EMR EMERSON ELEC CO

+$14.9K

2,400 +9%

增持

BA BOEING CO

-$13.5K

1,319 +0%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$10.5K

12,036 +2%

减持

IEI ISHARES TR

-$10.1K

3,699 -2%

减持

MBB ISHARES TR

-$8.3K

7,565 -1%

增持

SHYG ISHARES TR

+$6.8K

61,415 +1%

减持

BIL SPDR SER TR

-$6.7K

7,963 -1%

减持

IWB ISHARES TR

-$6.0K

885 -5%

增持

SCHH SCHWAB STRATEGIC TR

-$4.9K

59,940 +1%

增持

XJH ISHARES TR

-$4.7K

7,715 +2%

增持

SHY ISHARES TR

+$3.1K

7,720 +1%

减持

SCHC SCHWAB STRATEGIC TR

-$2.6K

9,036 -0%

增持

GVI ISHARES TR

+$1.4K

17,215 +0%

增持

VTV VANGUARD INDEX FDS

+$440

5,670 +2%