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Portland Global Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Portland Global Advisors LLC
报告期 2026-03-31 · CIK 0001504941
持仓数
146
前50大市值合计
$863.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 86 项
建仓 3
增持 40
减持 42
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VEA
Vanguard FTSE Developed Market
+$6.7M
267,153
+117%
增持
IJH
iShares Mid Cap S&P 400
+$3.7M
111,889
+5%
增持
VGIT
Vanguard Intermediate-Term Tre
+$3.6M
144,586
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。
+73%
减持
SPY
SPDR S&P 500
+$3.4M
147,252
-1%
增持
—
SPDR Portfolio Intermediate Tr
+$3.2M
277,054
+68%
减持
MDY
SPDR S&P Mid Cap 400
+$3.0M
83,945
-1%
减持
—
iShares Core MSCI EAFE
-$2.0M
162,988
-29%
增持
VWO
Vanguard Emerging Markets
+$1.7M
428,005
+5%
增持
IVV
iShares Core S&P 500
+$1.7M
41,934
+5%
减持
VGSH
Vanguard Short-Term Treasury E
-$1.7M
250,311
-11%
减持
QLTA
iShares AAA-A Rated Corporate
-$1.7M
70,283
-35%
减持
—
SPDR Portfolio Short Term Trea
-$1.6M
483,672
-10%
减持
EFA
iShares MSCI EAFE Index
+$1.5M
254,257
-6%
增持
PANW
Palo Alto Networks Inc
+$1.2M
23,573
+89%
增持
VSS
Vanguard FTSE All World ex-US
+$1.1M
91,816
+3%
增持
ROK
Rockwell Automation Inc
+$1.1M
24,232
+1%
增持
IJR
iShares Small Cap S&P 600
+$1.0M
14,712
+269%
增持
NSC
Norfolk Southern
+$940.0K
22,334
+3%
增持
VTI
Vanguard Total US Market
+$939.0K
68,048
+1%
增持
ABBNY
ABB Ltd
+$904.0K
164,459
+3%
减持
AMZN
Amazon.com
-$901.0K
21,030
-11%
增持
IBM
IBM
+$798.0K
34,480
+1%
减持
—
Xylem Inc
+$789.0K
34,249
-0%
增持
IEMG
iShares Core MSCI Emerging Mar
+$778.0K
138,296
+5%
增持
CHD
Church & Dwight
+$721.0K
62,611
+3%
增持
FDX
FedEx Corp.
+$705.0K
22,238
+5%
增持
—
Unilever PLC
+$685.0K
96,502
+1%
增持
CSCO
Cisco Systems
+$665.0K
76,888
+3%
增持
BNY
Bank of New York Mellon
+$640.0K
75,348
+4%
增持
FMX
FEMSA
+$611.0K
36,606
+2%
增持
—
Check Point Software (ISR)
+$587.0K
33,860
+3%
增持
TXN
Texas Instruments
+$545.0K
37,809
+3%
增持
BDX
Becton Dickinson Co.
+$522.0K
14,910
+2%
减持
AMGN
Amgen Inc
+$522.0K
20,477
-5%
减持
EEM
iShares MSCI Emerging Markets
+$517.0K
230,549
-2%
增持
MKC
McCormick Inc
+$487.0K
36,420
+3%
减持
AAPL
Apple Inc
-$483.0K
54,889
-0%
增持
DEO
Diageo PLC
+$445.0K
30,960
+4%
增持
DGS
WisdomTree Emerging Markets Sm
+$416.0K
83,572
+2%
增持
MSFT
Microsoft
+$409.0K
42,393
+1%
减持
HSY
Hershey Foods Corp
-$405.0K
21,122
-12%
减持
SUB
iShares Short-Term National Mu
-$399.0K
30,056
-13%
减持
VEU
Vanguard All World ex-US
+$396.0K
71,663
-1%
减持
—
Merck & Co
+$375.0K
15,195
-0%
增持
ABNB
Airbnb Inc.
-$356.0K
21,557
+3%
增持
HUBB
Hubbell Inc
+$346.0K
26,986
+1%
减持
HAS
Hasbro Corp
-$313.0K
47,466
-0%
减持
—
Chubb Ltd
+$307.0K
8,550
-2%
增持
—
Eaton Corp PLC
+$305.0K
11,948
+1%
减持
MBB
iShares MBS ETF
-$298.0K
74,907
-5%
增持
—
iShares 0-5 Year TIPS Bond ETF
+$295.0K
138,119
+1%
减持
HON
Honeywell International
+$269.0K
5,782
-0%
减持
SHEL
Shell PLC ADR
+$265.0K
45,975
-3%
建仓
ORCL
Oracle
+$245.0K
3,000
清仓
MAN
Manpower
-$220.0K
0
-100%
建仓
NKE
Nike Inc B
+$211.0K
1,807
建仓
—
Linde PLC
+$202.0K
620
增持
VTIP
Vanguard Short-Term TIPS Bond
-$182.0K
276,383
+2%
增持
INTC
Intel
+$159.0K
101,800
+4%
减持
VTEB
Vanguard Tax-Exempt Bond Index
-$150.0K
15,285
-19%
减持
FLOT
iShares Floating Rate Bond ETF
-$150.0K
233,459
-1%
增持
—
Alibaba Holdings Ltd
+$149.0K
18,341
+0%
增持
GNMA
iShares GNMA Bond ETF
+$138.0K
176,961
+1%
增持
VOO
Vanguard S&P 500
+$137.0K
3,905
+4%
减持
IWM
iShares Russell 2000
-$124.0K
68,028
-6%
减持
BRK/B
Berkshire Hathaway Cl B
+$123.0K
4,769
-6%
减持
JNJ
Johnson & Johnson
+$103.0K
10,237
-2%
减持
DVY
iShares Select Dividend
+$99.0K
8,630
-2%
减持
COLD
Americold Realty Trust
+$91.0K
33,745
-4%
减持
CI
Cigna
+$86.0K
1,856
-3%
增持
—
Global X Genomics & Biotechnol
+$85.0K
216,133
+2%
减持
GE
General Electric
+$81.0K
3,856
-1%
增持
MELI
MercadoLibre Inc.
+$79.0K
1,512
+4%
减持
FLRN
SPDR Investment Grade Floating
-$79.0K
384,786
-1%
减持
VO
Vanguard CRSP Mid Cap
+$72.0K
5,944
-2%
减持
SNN
Smith & Nephew (UK) ADR
+$62.0K
19,784
-2%
减持
—
Netflix Inc.
+$53.0K
1,590
-10%
减持
USB
US Bancorp
+$46.0K
49,794
-6%
减持
DIS
Walt Disney Company
-$36.0K
3,352
-3%
减持
WAT
Waters Corp
+$35.0K
912
-11%
减持
—
AbbVie Inc
+$32.0K
1,835
-7%
减持
ABT
Abbott Labs
+$27.0K
2,784
-3%
减持
LLY
Eli Lilly
+$27.0K
1,269
-6%
增持
ACWI
iShares MSCI All-Country World
+$19.0K
2,711
+0%
减持
IVW
iShares S&P 500 Growth
-$3.0K
3,836
-2%
减持
—
First Bancorp
-$2.0K
10,690
-9%
