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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 128 项
建仓 10
增持 35
减持 77
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$12.8M
231,584
-2%
减持
URI
UNITED RENTALS INC
+$10.0M
77,764
-0%
减持
LEN
LENNAR CORP
+$7.5M
209,783
-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。
减持
AAPL
APPLE INC
+$7.1M
384,292
-2%
减持
AVGO
BROADCOM INC
+$5.3M
18,676
-0%
建仓
ETR
ENTERGY CORP NEW
+$5.2M
51,370
增持
WSM
WILLIAMS SONOMA INC
+$5.2M
100,734
+3%
清仓
D
DOMINION ENERGY INC
-$4.9M
0
-100%
增持
AMZN
AMAZON COM INC
+$4.7M
174,454
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$3.8M
170,920
+18%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.5M
56,382
+1%
减持
BX
BLACKSTONE INC
+$3.4M
154,189
-2%
减持
AMAT
APPLIED MATLS INC
+$3.3M
156,080
-2%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
7,703
+403%
增持
LOW
LOWES COS INC
+$3.1M
209,167
+0%
减持
—
BLACKROCK INC
+$3.0M
18,767
-1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.8M
26,446
增持
GD
GENERAL DYNAMICS CORP
+$2.4M
56,010
+2%
清仓
—
ACTIVISION BLIZZARD INC
-$2.1M
0
-100%
增持
V
VISA INC
+$2.0M
57,381
+2%
减持
CCI
CROWN CASTLE INC
+$2.0M
92,975
-1%
减持
GOOG
ALPHABET INC
+$1.9M
251,115
-1%
减持
CVS
CVS HEALTH CORP
+$1.9M
250,867
-2%
清仓
MU
MICRON TECHNOLOGY INC
-$1.8M
0
-100%
增持
DE
DEERE & CO
+$1.7M
23,546
+15%
增持
GOOGL
ALPHABET INC
+$1.6M
156,247
+1%
减持
SPG
SIMON PPTY GROUP INC NEW
+$1.5M
44,991
-1%
增持
—
JOHNSON CTLS INTL PLC
+$1.5M
184,307
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
15,669
+15%
增持
PSA
PUBLIC STORAGE
+$1.4M
16,601
+20%
减持
IJR
ISHARES TR
+$1.4M
99,997
-0%
增持
IVV
ISHARES TR
+$1.3M
6,781
+50%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
169,089
+0%
增持
O
REALTY INCOME CORP
+$1.1M
143,394
+1%
减持
—
CLEARWAY ENERGY INC
+$1.1M
196,558
-1%
增持
SHEL
SHELL PLC
+$847.2K
135,471
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
+$798.0K
202,686
-4%
增持
FISV
FISERV INC
+$754.1K
33,978
+2%
减持
ICSH
ISHARES TR
-$714.2K
202,572
-7%
建仓
CAVA
CAVA GROUP INC
+$687.3K
15,992
减持
AEP
AMERICAN ELEC PWR CO INC
+$660.9K
119,112
-1%
减持
—
AES CORP
+$651.6K
77,379
-10%
增持
DLR
DIGITAL RLTY TR INC
+$533.7K
36,834
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$530.3K
885
+5%
减持
SO
SOUTHERN CO
+$501.6K
92,959
-0%
减持
BXMT
BLACKSTONE MTG TR INC
-$448.7K
331,205
-4%
减持
C
CITIGROUP INC
+$424.1K
123,474
-14%
建仓
MUB
ISHARES TR
+$385.9K
3,560
减持
IEFA
ISHARES TR
-$364.4K
4,576
-57%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$363.4K
305,391
-1%
清仓
SUB
ISHARES TR
-$336.9K
0
-100%
减持
CTVA
CORTEVA INC
-$335.5K
37,201
-10%
减持
PBA
PEMBINA PIPELINE CORP
+$319.3K
101,067
-4%
建仓
NOW
SERVICENOW INC
+$311.6K
441
减持
NVS
NOVARTIS AG
-$307.0K
135,206
-1%
减持
NEE
NEXTERA ENERGY INC
+$306.1K
112,877
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$303.8K
61,411
+7%
增持
AGG
ISHARES TR
+$302.1K
8,175
+51%
减持
T
AT&T INC
+$298.7K
214,115
-2%
减持
ATO
ATMOS ENERGY CORP
+$296.8K
30,444
-0%
减持
OKE
ONEOK INC NEW
+$278.6K
49,060
-2%
减持
ARCC
ARES CAPITAL CORP
+$263.8K
679,340
-1%
减持
WY
WEYERHAEUSER CO MTN BE
+$260.8K
64,301
-0%
减持
FCT
FIRST TR SR FLTG RATE INCOME
-$254.8K
746,834
-4%
减持
MRK
MERCK & CO INC
+$252.6K
54,015
-1%
减持
CNP
CENTERPOINT ENERGY INC
+$250.8K
208,372
-2%
减持
—
EXXON MOBIL CORP
-$244.3K
12,413
-2%
减持
—
WELLS FARGO CO NEW
+$241.1K
3,544
-1%
增持
USIG
ISHARES TR
+$238.0K
10,555
+67%
建仓
PFF
ISHARES TR
+$231.4K
7,420
清仓
—
KELLANOVA
-$229.7K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$213.1K
945
减持
STWD
STARWOOD PPTY TR INC
+$212.3K
155,560
-2%
建仓
PPG
PPG INDS INC
+$209.4K
1,400
建仓
VLTO
VERALTO CORP
+$206.0K
2,504
减持
—
BROOKFIELD RENEWABLE PARTNER
+$194.6K
57,098
-5%
增持
JPM
JPMORGAN CHASE & CO
+$164.0K
6,533
+0%
减持
XEL
XCEL ENERGY INC
+$138.5K
38,686
-2%
减持
NSC
NORFOLK SOUTHN CORP
+$134.4K
3,417
-0%
增持
INTC
INTEL CORP
+$121.2K
6,550
+12%
减持
PFE
PFIZER INC
-$118.6K
20,859
-4%
增持
IDXX
IDEXX LABS INC
+$107.3K
725
+7%
减持
GBDC
GOLUB CAP BDC INC
-$102.8K
84,957
-10%
增持
IVE
ISHARES TR
+$93.5K
3,590
+4%
减持
BCE
BCE INC
-$77.4K
107,448
-5%
减持
—
EQUITY COMWLTH
-$74.9K
79,870
-4%
减持
CI
THE CIGNA GROUP
+$74.9K
5,683
-0%
建仓
COMP
COMPASS INC
+$73.3K
19,488
减持
—
BROOKFIELD RENEWABLE CORP
+$68.3K
17,800
-4%
减持
—
CLEARBRIDGE MLP AND MIDSTRM
-$66.0K
31,922
-16%
减持
HD
HOME DEPOT INC
+$63.4K
1,463
-0%
减持
IPAC
ISHARES TR
-$63.0K
12,320
-14%
增持
COST
COSTCO WHSL CORP NEW
+$62.5K
538
+4%
减持
SHV
ISHARES TR
-$61.3K
17,839
-3%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
+$57.8K
316,483
-5%
减持
IEMG
ISHARES INC
+$54.1K
101,681
-5%
减持
ED
CONSOLIDATED EDISON INC
+$53.0K
9,781
-0%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$47.7K
117,357
+0%
减持
RTX
RTX CORPORATION
+$45.4K
3,735
-0%
减持
DIS
DISNEY WALT CO
+$41.6K
41,767
-9%
减持
MCD
MCDONALDS CORP
+$35.5K
1,228
-2%
增持
ABT
ABBOTT LABS
+$35.0K
2,640
+0%
减持
MO
ALTRIA GROUP INC
-$33.8K
5,736
-9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$32.0K
2,784
-2%
减持
ABBV
ABBVIE INC
-$29.0K
1,967
-12%
增持
CSCO
CISCO SYS INC
-$28.2K
10,366
+1%
减持
MKL
MARKEL GROUP INC
-$27.9K
166
-7%
减持
PPL
PPL CORP
+$26.6K
12,961
-6%
减持
—
BANK AMERICA CORP
-$24.8K
1,711
-9%
增持
DHR
DANAHER CORPORATION
-$23.4K
7,685
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$22.0K
650
+2%
增持
KO
COCA COLA CO
+$20.6K
6,025
+1%
减持
EVRG
EVERGY INC
+$19.5K
58,876
-2%
减持
LLY
ELI LILLY & CO
-$17.9K
1,193
-10%
减持
IGSB
ISHARES TR
-$15.6K
4,410
-9%
减持
—
ACCENTURE PLC IRELAND
+$14.4K
855
-8%
减持
SYK
STRYKER CORPORATION
-$10.9K
1,149
-12%
减持
MRSH
MARSH & MCLENNAN COS INC
-$9.9K
6,475
-0%
增持
FTV
FORTIVE CORP
+$9.4K
3,249
+5%
减持
KMI
KINDER MORGAN INC DEL
+$6.9K
189,888
-6%
减持
PM
PHILIP MORRIS INTL INC
+$4.4K
3,058
-0%
减持
DOW
DOW INC
-$3.8K
4,728
-7%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$3.7K
10,380
-9%
减持
JNJ
JOHNSON & JOHNSON
-$2.9K
12,781
-1%
减持
VTR
VENTAS INC
-$2.1K
13,693
-16%
减持
—
RLJ LODGING TR
-$1.3K
94,903
-4%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$946
69,619
-0%