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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 127 项
建仓 8
增持 43
减持 71
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$20.2M
19,726
清仓
—
BLACKROCK INC
-$18.9M
0
-100%
减持
LEN
LENNAR CORP
-$10.8M
208,871
-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。
减持
AVGO
BROADCOM INC
+$9.6M
175,441
-3%
减持
URI
UNITED RENTALS INC
-$9.5M
73,941
-3%
增持
AMAT
APPLIED MATLS INC
-$5.9M
153,781
+1%
减持
AMZN
AMAZON COM INC
+$5.6M
180,863
-1%
减持
LOW
LOWES COS INC
-$5.4M
200,959
-1%
减持
WSM
WILLIAMS SONOMA INC
+$4.6M
186,696
-4%
减持
GOOG
ALPHABET INC
+$4.2M
232,395
-3%
减持
MSFT
MICROSOFT CORP
-$3.8M
215,855
-2%
减持
AAPL
APPLE INC
+$3.7M
361,437
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.5M
57,097
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9M
158,063
-2%
减持
GOOGL
ALPHABET INC
+$2.9M
156,252
-3%
减持
NVS
NOVARTIS AG
-$2.9M
119,683
-5%
减持
BX
BLACKSTONE INC
+$2.8M
152,523
-1%
减持
CCI
CROWN CASTLE INC
-$2.7M
89,658
-2%
增持
V
VISA INC
+$2.5M
60,567
+0%
增持
KO
COCA COLA CO
+$2.5M
45,998
+741%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
169,995
+0%
减持
AES
AES CORP
-$2.2M
222,853
-12%
增持
GD
GENERAL DYNAMICS CORP
-$2.1M
56,964
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.0M
18,391
-2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.9M
57,928
-9%
清仓
—
EQUITY COMWLTH
-$1.9M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.8M
65,685
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$1.7M
176,394
+1%
减持
BCE
BCE INC
-$1.7M
99,079
-13%
增持
O
REALTY INCOME CORP
-$1.7M
172,860
+1%
减持
NEE
NEXTERA ENERGY INC
-$1.5M
107,269
-2%
增持
PSA
PUBLIC STORAGE OPER CO
-$1.5M
26,408
+3%
清仓
—
BROOKFIELD RENEWABLE CORP
-$1.4M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
219,406
-3%
建仓
NVO
NOVO-NORDISK A S
+$1.3M
15,184
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$1.2M
43,876
增持
FISV
FISERV INC
+$1.2M
41,887
+2%
增持
ETR
ENTERGY CORP NEW
+$1.2M
124,860
+98%
减持
BXMT
BLACKSTONE MTG TR INC
-$1.2M
272,254
-12%
建仓
ADBE
ADOBE INC
+$1.2M
2,607
增持
AEP
AMERICAN ELEC PWR CO INC
-$1.1M
128,873
+2%
增持
AGG
ISHARES TR
+$995.3K
22,577
+92%
减持
C
CITIGROUP INC
+$953.9K
138,655
-1%
减持
SO
SOUTHERN CO
-$948.7K
86,809
-3%
减持
—
CLEARWAY ENERGY INC
-$912.7K
209,353
-1%
增持
VRT
VERTIV HOLDINGS CO
+$911.6K
33,841
+15%
减持
MRK
MERCK & CO INC
-$874.6K
48,933
-3%
增持
BKNG
BOOKING HOLDINGS INC
+$866.6K
1,001
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$759.7K
309,426
+1%
增持
ICSH
ISHARES TR
+$709.9K
223,037
+7%
增持
EVRG
EVERGY INC
+$701.6K
78,075
+18%
减持
KMI
KINDER MORGAN INC DEL
+$687.1K
173,102
-6%
减持
SHEL
SHELL PLC
-$669.2K
155,418
-2%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$643.7K
145,754
+41%
减持
ARCC
ARES CAPITAL CORP
+$637.3K
727,922
-0%
减持
PBA
PEMBINA PIPELINE CORP
-$570.9K
90,202
-5%
减持
FCT
FIRST TR SR FLTG RATE INCOME
-$550.6K
651,136
-7%
减持
DLR
DIGITAL RLTY TR INC
+$515.8K
41,988
-2%
减持
—
WELLS FARGO CO NEW
-$470.0K
3,363
-4%
减持
OKE
ONEOK INC NEW
+$422.9K
47,941
-0%
增持
T
AT&T INC
+$415.1K
290,193
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$403.7K
130,101
+9%
减持
SLB
SCHLUMBERGER LTD
-$397.6K
51,332
-9%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$392.4K
153,235
+36%
减持
BOTZ
GLOBAL X FDS
-$371.7K
9,821
-54%
增持
—
BROOKFIELD RENEWABLE PARTNER
-$348.7K
64,766
+0%
减持
STWD
STARWOOD PPTY TR INC
-$325.8K
186,357
-2%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
-$311.8K
273,243
-3%
增持
DHR
DANAHER CORPORATION
-$309.2K
7,269
+2%
减持
—
RLJ LODGING TR
-$307.6K
75,478
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$289.0K
7,176
+6%
减持
CNP
CENTERPOINT ENERGY INC
+$278.8K
180,326
-3%
减持
WY
WEYERHAEUSER CO MTN BE
-$277.4K
41,667
-3%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$261.2K
145,559
+1%
清仓
DOW
DOW INC
-$255.4K
0
-100%
增持
SUB
ISHARES TR
+$230.2K
4,785
+85%
增持
—
ACCENTURE PLC IRELAND
+$221.6K
5,696
+13%
建仓
AMLP
ALPS ETF TR
+$214.3K
4,450
减持
JNJ
JOHNSON & JOHNSON
-$211.9K
11,128
-1%
建仓
IWP
ISHARES TR
+$210.4K
1,660
清仓
CVS
CVS HEALTH CORP
-$209.8K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$204.0K
2,904
建仓
SPY
SPDR S&P 500 ETF TR
+$200.9K
342
增持
CSX
CSX CORP
+$196.3K
27,750
+37%
减持
—
JOHNSON CTLS INTL PLC
+$185.0K
197,677
-0%
减持
MUB
ISHARES TR
-$172.4K
7,963
-15%
减持
LMT
LOCKHEED MARTIN CORP
-$153.9K
1,318
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$153.1K
895
-44%
减持
AMGN
AMGEN INC
-$151.7K
2,045
-4%
减持
—
BANK AMERICA CORP
-$142.7K
1,613
-3%
减持
IEMG
ISHARES INC
-$140.4K
4,337
-32%
增持
LLY
ELI LILLY & CO
-$131.4K
1,223
+1%
减持
IJR
ISHARES TR
-$122.6K
10,949
-7%
减持
—
EXXON MOBIL CORP
-$110.5K
11,322
-0%
减持
ATO
ATMOS ENERGY CORP
-$91.2K
29,059
-3%
减持
EMO
CLEARBRIDGE ENERGY MIDSTRM O
+$89.4K
43,347
-5%
减持
XLV
SELECT SECTOR SPDR TR
-$86.2K
1,600
-20%
减持
IVV
ISHARES TR
+$84.8K
7,298
-0%
增持
PAYX
PAYCHEX INC
+$80.6K
2,238
+29%
减持
GBDC
GOLUB CAP BDC INC
-$74.8K
71,480
-7%
减持
DUK
DUKE ENERGY CORP NEW
-$67.6K
1,870
-20%
增持
SYK
STRYKER CORPORATION
+$61.6K
1,324
+15%
增持
RTX
RTX CORPORATION
+$53.4K
4,459
+17%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$50.9K
444
+8%
减持
XEL
XCEL ENERGY INC
+$50.0K
36,933
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$48.2K
530
-2%
减持
CSCO
CISCO SYS INC
+$47.6K
9,734
-2%
增持
META
META PLATFORMS INC
+$46.1K
770
+9%
减持
—
DUPONT DE NEMOURS INC
-$42.7K
2,985
-2%
减持
WELL
WELLTOWER INC
-$35.4K
16,400
-0%
减持
NOW
SERVICENOW INC
+$34.9K
448
-9%
增持
QCOM
QUALCOMM INC
-$32.3K
2,279
+1%
减持
CVX
CHEVRON CORP NEW
-$30.3K
5,693
-2%
减持
SHV
ISHARES TR
-$29.6K
14,295
-1%
增持
VOO
VANGUARD INDEX FDS
+$29.1K
2,142
+0%
增持
COST
COSTCO WHSL CORP NEW
+$22.6K
670
+0%
减持
MCD
MCDONALDS CORP
-$22.2K
1,149
-1%
减持
SPG
SIMON PPTY GROUP INC NEW
+$21.6K
69,743
-2%
减持
COP
CONOCOPHILLIPS
-$21.4K
2,493
-2%
减持
DE
DEERE & CO
+$20.5K
25,618
-1%
增持
ABT
ABBOTT LABS
+$18.8K
3,053
+7%
减持
PFF
ISHARES TR
-$18.4K
10,138
-0%
减持
MKL
MARKEL GROUP INC
+$17.4K
150
-3%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$15.4K
62,097
-4%
增持
PG
PROCTER AND GAMBLE CO
+$13.3K
4,463
+5%
增持
ABBV
ABBVIE INC
-$6.3K
2,318
+9%
增持
HD
HOME DEPOT INC
-$2.7K
2,167
+4%