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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 142 项建仓 6增持 61减持 71清仓 4

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$91.3M

1,323,861 +2%

增持

IJH ISHARES TR

+$28.9M

5,400,020 +3%

增持

IDEV ISHARES TR

+$24.2M

3,128,384 +1%

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

IJR ISHARES TR

+$23.7M

2,361,858 +5%

减持

IEMG ISHARES INC

+$12.9M

2,511,249 -2%

减持

SPY SPDR S&P 500 ETF TR

+$12.3M

220,511 -0%

减持

IEFA ISHARES TR

+$10.6M

1,601,603 -2%

增持

AVUV AMERICAN CENTY ETF TR

+$10.5M

1,086,803 +7%

增持

DUHP DIMENSIONAL ETF TRUST

+$8.6M

2,650,009 +3%

增持

BND VANGUARD BD INDEX FDS

+$8.5M

1,971,352 +6%

增持

AVLV AMERICAN CENTY ETF TR

+$6.1M

1,342,796 +2%

减持

EFV ISHARES TR

+$5.7M

1,403,487 -1%

减持

VEA VANGUARD TAX-MANAGED FDS

+$5.1M

878,694 -1%

增持

GBIL GOLDMAN SACHS ETF TR

+$4.8M

96,572 +97%

增持

SCHO SCHWAB STRATEGIC TR

+$4.7M

561,392 +53%

增持

IGSB ISHARES TR

+$3.4M

285,093 +28%

减持

ESGU ISHARES TR

+$3.3M

277,563 -1%

增持

SHYG ISHARES TR

+$3.1M

135,265 +114%

增持

FLOT ISHARES TR

+$2.5M

72,770 +202%

增持

DFIS DIMENSIONAL ETF TRUST

+$2.4M

394,531 +9%

增持

DFEV DIMENSIONAL ETF TRUST

+$2.0M

320,787 +14%

减持

NYF ISHARES TR

-$2.0M

292,550 -11%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$1.9M

518,732 -1%

减持

SCHP SCHWAB STRATEGIC TR

-$1.9M

5,474,498 -0%

增持

SPYM SPDR SERIES TRUST

+$1.9M

87,820 +28%

增持

MSFT MICROSOFT CORP

+$1.5M

12,178 +0%

减持

MUB ISHARES TR

-$1.4M

160,061 -7%

增持

VTIP VANGUARD MALVERN FDS

+$1.3M

1,880,772 +1%

减持

SCZ ISHARES TR

+$1.3M

152,162 -1%

增持

SGOV ISHARES TR

+$1.3M

62,257 +25%

减持

VV VANGUARD INDEX FDS

+$810.1K

48,105 -4%

增持

ESML ISHARES TR

+$721.3K

161,907 +4%

减持

AAPL APPLE INC

-$658.4K

29,160 -2%

减持

IWC ISHARES TR

-$628.2K

47,452 -21%

增持

SPBO SPDR SERIES TRUST

+$560.3K

36,645 +108%

建仓

GLDM WORLD GOLD TR

+$555.0K

8,470

增持

SPSB SPDR SERIES TRUST

+$489.7K

23,055 +236%

减持

FNDF SCHWAB STRATEGIC TR

+$479.7K

130,488 -1%

增持

SPMD SPDR SERIES TRUST

+$438.8K

22,263 +48%

减持

ESGD ISHARES TR

+$438.2K

135,637 -5%

减持

FLRN SPDR SERIES TRUST

-$415.7K

233,130 -5%

减持

VONE VANGUARD SCOTTSDALE FDS

+$409.0K

17,827 -2%

减持

SPYV SPDR SERIES TRUST

+$407.5K

402,864 -1%

减持

ORCL ORACLE CORP

+$401.6K

5,127 -0%

增持

JPM JPMORGAN CHASE & CO.

+$384.5K

8,174 +1%

增持

BSV VANGUARD BD INDEX FDS

+$375.0K

41,168 +12%

减持

VTEB VANGUARD MUN BD FDS

-$358.9K

52,060 -11%

增持

PG PROCTER AND GAMBLE CO

+$302.3K

5,150 +69%

减持

AVGO BROADCOM INC

+$300.6K

2,813 -1%

减持

VO VANGUARD INDEX FDS

+$294.4K

14,711 -0%

减持

AMZN AMAZON COM INC

+$291.8K

12,583 -3%

减持

EFA ISHARES TR

+$285.8K

49,282 -2%

增持

SPSM SPDR SERIES TRUST

+$282.2K

19,610 +44%

增持

GOVT ISHARES TR

+$262.6K

3,233,769 +0%

增持

NVDA NVIDIA CORPORATION

+$258.3K

4,348 +10%

增持

GOOGL ALPHABET INC

+$250.0K

5,448 +19%

建仓

PM PHILIP MORRIS INTL INC

+$243.9K

1,339

建仓

BA BOEING CO

+$241.8K

1,154

减持

IVE ISHARES TR

+$238.0K

73,986 -1%

清仓

COST COSTCO WHSL CORP NEW

-$230.8K

0 -100%

减持

MDYV SPDR SERIES TRUST

+$226.1K

118,673 -1%

建仓

EEM ISHARES TR

+$213.0K

4,415

建仓

SCHA SCHWAB STRATEGIC TR

+$212.7K

8,408

减持

ESGE ISHARES INC

+$204.6K

140,042 -7%

清仓

WMT WALMART INC

-$203.8K

0 -100%

清仓

BIV VANGUARD BD INDEX FDS

-$202.8K

0 -100%

减持

GMAR FIRST TR EXCHNG TRADED FD VI

-$201.0K

15,737 -28%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$198.6K

8,726 +5%

减持

VB VANGUARD INDEX FDS

+$187.0K

12,456 -0%

减持

BNL BROADSTONE NET LEASE INC

-$170.4K

145,484 -1%

减持

STZ CONSTELLATION BRANDS INC

-$164.0K

1,257 -37%

减持

SCHZ SCHWAB STRATEGIC TR

-$152.4K

35,313 -16%

减持

GWX SPDR INDEX SHS FDS

+$147.9K

29,228 -0%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$147.7K

39,418 -5%

减持

VOE VANGUARD INDEX FDS

+$147.6K

47,264 -0%

增持

ABBV ABBVIE INC

+$144.2K

2,664 +59%

减持

SCHX SCHWAB STRATEGIC TR

+$140.0K

77,080 -2%

增持

CATH GLOBAL X FDS

+$139.8K

16,022 +1%

减持

BILS SPDR SERIES TRUST

-$139.8K

8,686 -14%

增持

META META PLATFORMS INC

+$139.2K

504 +25%

增持

SPYX SPDR SERIES TRUST

+$126.0K

23,180 +1%

增持

SCHM SCHWAB STRATEGIC TR

+$112.7K

26,779 +10%

减持

IJK ISHARES TR

+$108.4K

21,652 -3%

减持

JNJ JOHNSON & JOHNSON

-$107.2K

5,120 -5%

减持

IWM ISHARES TR

+$104.3K

7,075 -1%

减持

SHY ISHARES TR

-$97.5K

7,180 -14%

减持

IJJ ISHARES TR

+$94.0K

27,999 -0%

减持

DIS DISNEY WALT CO

+$89.2K

3,601 -1%

增持

GE GE AEROSPACE

+$85.2K

1,461 +1%

减持

TIPX SPDR SERIES TRUST

-$81.4K

318,981 -1%

减持

VOO VANGUARD INDEX FDS

+$81.1K

3,080 -5%

减持

LOW LOWES COS INC

-$80.0K

5,009 -2%

减持

SHV ISHARES TR

-$76.8K

6,490 -10%

减持

SUB ISHARES TR

+$76.4K

159,994 -0%

增持

V VISA INC

+$72.4K

3,485 +5%

减持

MRK MERCK & CO INC

-$71.6K

3,801 -8%

减持

AGG ISHARES TR

-$71.1K

23,040 -3%

减持

PEP PEPSICO INC

-$66.2K

2,800 -4%

增持

GLD SPDR GOLD TR

+$63.6K

1,650 +8%

减持

BIL SPDR SERIES TRUST

-$63.4K

6,619 -9%

增持

UNH UNITEDHEALTH GROUP INC

-$62.6K

743 +32%

建仓

YCBD CBDMD INC

+$61.1K

68,513

增持

EMXC ISHARES INC

+$60.8K

5,500 +6%

减持

EMR EMERSON ELEC CO

+$58.2K

2,590 -1%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$57.1K

1,227 +0%

增持

EAGG ISHARES TR

+$56.7K

671,888 +0%

清仓

— CBDMD INC

-$56.4K

0 -100%

减持

SCHF SCHWAB STRATEGIC TR

+$51.8K

30,579 -3%

增持

AXP AMERICAN EXPRESS CO

+$51.1K

1,008 +0%

减持

EWX SPDR INDEX SHS FDS

+$48.9K

12,041 -2%

减持

DFIV DIMENSIONAL ETF TRUST

+$44.8K

15,415 -1%

增持

LLY ELI LILLY & CO

+$43.1K

406 +23%

增持

IJS ISHARES TR

+$41.5K

12,919 +1%

减持

TIP ISHARES TR

-$40.4K

14,479 -2%

增持

JVAL J P MORGAN EXCHANGE TRADED F

+$37.9K

8,975 +4%

增持

MA MASTERCARD INCORPORATED

+$35.6K

473 +13%

减持

SCHC SCHWAB STRATEGIC TR

+$33.3K

5,557 -2%

增持

SPMB SPDR SERIES TRUST

+$29.0K

94,950 +1%

减持

HD HOME DEPOT INC

-$28.5K

888 -8%

减持

CAT CATERPILLAR INC

+$26.6K

1,014 -9%

减持

MCD MCDONALDS CORP

-$25.1K

1,213 -0%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$24.6K

1,340 +5%

减持

DE DEERE & CO

+$24.5K

650 -0%

减持

SCHV SCHWAB STRATEGIC TR

+$23.4K

21,588 -0%

增持

XJH ISHARES TR

+$22.4K

7,742 +1%

减持

RTX RTX CORPORATION

+$20.6K

1,531 -0%

减持

ALL ALLSTATE CORP

-$19.6K

2,332 -1%

增持

STIP ISHARES TR

-$17.5K

101,560 +0%

增持

GVI ISHARES TR

+$16.4K

17,910 +0%

增持

PFF ISHARES TR

+$15.3K

7,319 +7%

增持

SCHH SCHWAB STRATEGIC TR

-$14.7K

47,151 +0%

增持

SHW SHERWIN WILLIAMS CO

+$12.9K

1,258 +5%

减持

GOOG ALPHABET INC

+$11.4K

2,697 -10%

增持

CI THE CIGNA GROUP

+$9.5K

809 +3%

增持

TMO THERMO FISHER SCIENTIFIC INC

-$9.3K

657 +19%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$7.1K

12,280 -1%

减持

ABT ABBOTT LABS

+$6.6K

3,751 -1%

增持

SUSB ISHARES TR

+$2.8K

9,994 +0%

增持

TFI SPDR SERIES TRUST

+$2.2K

20,583 +1%

减持

MTB M & T BK CORP

-$1.4K

1,187 -8%

减持

IEI ISHARES TR

+$872

2,397 -0%

增持

USFR WISDOMTREE TR

+$689

13,364 +0%