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Edgemoor Investment Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Edgemoor Investment Advisors, Inc.
报告期 2026-03-31 · CIK 0001313792
持仓数
170
前50大市值合计
$1.12B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 132 项
建仓 13
增持 74
减持 40
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$14.4M
4,520
-97%
减持
LOW
LOWES COS INC
-$13.0M
225,188
-1%
减持
USIG
ISHARES TR
-$9.2M
5,755
-96%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.1M
170,955
-0%
增持
LEN
LENNAR CORP
-$8.0M
244,481
+2%
建仓
—
AES CORP
+$8.0M
81,263
减持
MSFT
MICROSOFT CORP
-$7.5M
243,724
-1%
减持
META
META PLATFORMS INC
-$5.9M
26,176
-25%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.7M
55,153
+24%
建仓
—
WELLS FARGO CO NEW
+$4.6M
3,446
增持
AMAT
APPLIED MATLS INC
-$4.2M
167,070
+0%
增持
DLR
DIGITAL RLTY TR INC
+$4.1M
30,447
+1942%
减持
—
JOHNSON CTLS INTL PLC
-$3.0M
173,312
-2%
建仓
—
RLJ LODGING TR
+$3.0M
107,703
增持
VOD
VODAFONE GROUP PLC NEW
+$2.9M
252,914
+193%
增持
—
BLACKROCK INC
-$2.7M
18,620
+1%
建仓
—
EQUITY COMWLTH
+$2.7M
97,669
增持
STWD
STARWOOD PPTY TR INC
+$2.5M
144,894
+253%
增持
—
CLEARWAY ENERGY INC
+$2.5M
205,979
+57%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$2.5M
98,679
-0%
增持
WSM
WILLIAMS SONOMA INC
-$2.2M
99,938
+1%
减持
AAPL
APPLE INC
-$1.9M
414,808
-1%
减持
GOOG
ALPHABET INC
-$1.9M
14,215
-1%
增持
SWK
STANLEY BLACK & DECKER INC
-$1.9M
42,350
+3%
增持
GD
GENERAL DYNAMICS CORP
+$1.8M
53,787
+1%
减持
URI
UNITED RENTALS INC
+$1.8M
80,924
-0%
增持
SAM
BOSTON BEER INC
-$1.7M
14,600
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.4M
115,602
+2%
建仓
C
CITIGROUP INC
+$1.4M
26,056
增持
—
SPLUNK INC
+$1.4M
39,910
+1%
增持
MMM
3M CO
-$1.3M
74,145
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.2M
313,383
+0%
增持
AMZN
AMAZON COM INC
+$1.2M
7,494
+7%
增持
DIS
DISNEY WALT CO
-$1.1M
66,627
+1%
减持
NEE
NEXTERA ENERGY INC
-$1.1M
124,600
-0%
减持
CMP
COMPASS MINERALS INTL INC
+$1.1M
99,213
-1%
增持
D
DOMINION ENERGY INC
+$1.0M
128,038
+2%
建仓
IWF
ISHARES TR
+$1.0M
3,667
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$959.0K
382,530
-0%
增持
BAC
BK OF AMERICA CORP
-$951.0K
290,930
+0%
减持
BX
BLACKSTONE INC
-$919.0K
146,304
-3%
减持
INTC
INTEL CORP
-$881.0K
9,919
-63%
减持
PBA
PEMBINA PIPELINE CORP
+$811.0K
112,592
-0%
减持
AVGO
BROADCOM INC
-$796.0K
19,367
-1%
建仓
KMX
CARMAX INC
+$727.0K
7,532
增持
SPG
SIMON PPTY GROUP INC NEW
-$698.0K
44,355
+8%
增持
MBUU
MALIBU BOATS INC
-$658.0K
72,986
+3%
减持
CVS
CVS HEALTH CORP
-$648.0K
271,347
-0%
增持
GOOGL
ALPHABET INC
-$632.0K
7,469
+1%
增持
FISV
FISERV INC
+$616.0K
11,051
+127%
减持
CNP
CENTERPOINT ENERGY INC
+$541.0K
230,710
-1%
增持
IEMG
ISHARES INC
-$526.0K
127,117
+0%
增持
BXMT
BLACKSTONE MTG TR INC
+$506.0K
376,793
+1%
减持
—
MEDTRONIC PLC
+$416.0K
74,945
-2%
增持
MU
MICRON TECHNOLOGY INC
-$412.0K
36,262
+4%
增持
CVX
CHEVRON CORP NEW
+$411.0K
5,449
+34%
增持
SO
SOUTHERN CO
+$396.0K
99,544
+0%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$365.0K
110,890
-38%
增持
BCE
BCE INC
+$352.0K
98,835
+0%
增持
—
EXXON MOBIL CORP
+$352.0K
11,760
+16%
增持
MRK
MERCK & CO INC
+$350.0K
60,587
+0%
建仓
BOTZ
GLOBAL X FDS
+$341.0K
11,770
减持
FCT
FIRST TR SR FLTG RATE INCOME
+$334.0K
841,342
-1%
增持
V
VISA INC
+$327.0K
54,870
+0%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$318.0K
47,556
+4%
增持
O
REALTY INCOME CORP
-$315.0K
138,715
+0%
增持
JNJ
JOHNSON & JOHNSON
+$308.0K
13,175
+11%
增持
T
AT&T INC
+$305.0K
230,293
+10%
增持
IJR
ISHARES TR
-$304.0K
71,686
+2%
清仓
UFOX
ETF SER SOLUTIONS
-$286.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$256.0K
2,557
清仓
PYPL
PAYPAL HLDGS INC
-$251.0K
0
-100%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$251.0K
63,071
+3%
建仓
IWD
ISHARES TR
+$250.0K
1,506
建仓
DUK
DUKE ENERGY CORP NEW
+$243.0K
2,174
增持
WELL
WELLTOWER INC
+$242.0K
20,359
+2%
清仓
PPG
PPG INDS INC
-$241.0K
0
-100%
减持
ICSH
ISHARES TR
-$241.0K
204,780
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$240.0K
21,145
+1%
减持
NVS
NOVARTIS AG
-$238.0K
147,217
-2%
清仓
FTV
FORTIVE CORP
-$236.0K
0
-100%
增持
—
BROOKFIELD RENEWABLE CORP
+$230.0K
13,180
+40%
减持
WY
WEYERHAEUSER CO MTN BE
-$222.0K
66,892
-0%
建仓
KO
COCA COLA CO
+$213.0K
3,434
清仓
HSY
HERSHEY CO
-$203.0K
0
-100%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$200.0K
23,290
-1%
增持
VTR
VENTAS INC
+$199.0K
16,498
+3%
减持
UGI
UGI CORP NEW
-$198.0K
19,216
-1%
增持
XEL
XCEL ENERGY INC
+$197.0K
40,998
+0%
减持
IDXX
IDEXX LABS INC
-$191.0K
675
-21%
增持
ARCC
ARES CAPITAL CORP
+$188.0K
684,257
+2%
建仓
ONL
ORION OFFICE REIT INC
+$171.0K
12,180
减持
ORANY
ORANGE
+$166.0K
154,775
-2%
增持
PFE
PFIZER INC
-$153.0K
27,608
+3%
增持
PEP
PEPSICO INC
+$130.0K
6,994
+17%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$127.0K
3,977
+28%
增持
JPM
JPMORGAN CHASE & CO
+$122.0K
5,355
+39%
减持
LMT
LOCKHEED MARTIN CORP
+$110.0K
1,393
-2%
减持
LEMB
ISHARES INC
-$105.0K
24,371
-5%
增持
ABBV
ABBVIE INC
+$97.0K
2,667
+8%
增持
LLY
LILLY ELI & CO
+$94.0K
1,411
+26%
增持
AMGN
AMGEN INC
+$92.0K
1,915
+16%
增持
VZ
VERIZON COMMUNICATIONS INC
-$90.0K
245,413
+1%
减持
—
CLEARBRIDGE MLP AND MIDSTRM
-$82.0K
30,415
-26%
增持
ABT
ABBOTT LABS
-$69.0K
4,024
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$67.0K
2,188
+30%
增持
IWR
ISHARES TR
+$65.0K
5,960
+24%
减持
ET
ENERGY TRANSFER L P
+$58.0K
20,540
-2%
增持
DOW
DOW INC
+$58.0K
5,178
+8%
减持
GBDC
GOLUB CAP BDC INC
-$54.0K
110,843
-2%
增持
CSCO
CISCO SYS INC
+$54.0K
5,630
+37%
增持
HD
HOME DEPOT INC
+$53.0K
1,219
+62%
增持
COST
COSTCO WHSL CORP NEW
+$49.0K
643
+14%
减持
—
JACOBS ENGR GROUP INC
-$46.0K
28,867
-0%
增持
ES
EVERSOURCE ENERGY
-$41.0K
19,398
+1%
增持
NKE
NIKE INC
-$41.0K
3,011
+13%
增持
IEUR
ISHARES TR
+$37.0K
20,001
+13%
增持
IVV
ISHARES TR
+$37.0K
940
+15%
减持
PPL
PPL CORP
-$33.0K
15,506
-2%
增持
PM
PHILIP MORRIS INTL INC
+$32.0K
2,940
+15%
增持
WMT
WALMART INC
+$31.0K
3,793
+3%
增持
TXN
TEXAS INSTRS INC
+$30.0K
1,691
+14%
减持
MO
ALTRIA GROUP INC
-$25.0K
6,505
-15%
增持
YUM
YUM BRANDS INC
-$23.0K
2,195
+8%
减持
IGSB
ISHARES TR
-$23.0K
4,850
-5%
增持
—
ACCENTURE PLC IRELAND
-$22.0K
780
+14%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$22.0K
2,617
+5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$21.0K
6,509
+4%
增持
HON
HONEYWELL INTL INC
+$17.0K
1,239
+15%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$12.0K
69,819
-0%
增持
NVDA
NVIDIA CORPORATION
-$8.0K
2,220
+6%
增持
PG
PROCTER AND GAMBLE CO
-$1.0K
4,087
+7%