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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 97 项
建仓 3
增持 50
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500
+$4.2M
147,854
+0%
增持
IVV
iShares Core S&P 500
+$3.3M
47,287
+13%
增持
IJH
iShares Mid Cap S&P 400
+$3.1M
120,433
+8%
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
—
iShares Core MSCI EAFE
+$2.3M
185,128
+14%
减持
MSFT
Microsoft
+$2.0M
42,186
-0%
增持
FDX
FedEx Corp.
+$1.5M
23,449
+5%
减持
AAPL
Apple Inc
+$1.5M
52,257
-5%
增持
PANW
Palo Alto Networks Inc
+$1.5M
23,898
+1%
减持
EFA
iShares MSCI EAFE Index
+$1.5M
253,682
-0%
增持
IEMG
iShares Core MSCI Emerging Mar
+$1.4M
161,295
+17%
增持
VEA
Vanguard FTSE Developed Market
+$1.2M
275,548
+3%
增持
VSS
Vanguard FTSE All World ex-US
+$1.2M
97,161
+6%
增持
VGSH
Vanguard Short-Term Treasury E
+$1.2M
267,137
+7%
增持
VGIT
Vanguard Intermediate-Term Tre
+$1.0M
157,961
+9%
增持
VWO
Vanguard Emerging Markets
+$1.0M
437,953
+2%
增持
VTIP
Vanguard Short-Term TIPS Bond
+$985.0K
290,573
+5%
增持
—
SPDR Portfolio Intermediate Tr
+$971.0K
303,911
+10%
增持
—
SPDR Portfolio Short Term Trea
+$969.0K
511,177
+6%
增持
ABNB
Airbnb Inc.
+$964.0K
22,562
+5%
增持
ROK
Rockwell Automation Inc
+$914.0K
24,381
+1%
增持
INTC
Intel
+$900.0K
109,912
+8%
增持
MELI
MercadoLibre Inc.
+$876.0K
1,636
+8%
增持
TXN
Texas Instruments
+$802.0K
37,895
+0%
增持
FMX
FEMSA
+$794.0K
38,386
+5%
增持
—
iShares 0-5 Year TIPS Bond ETF
+$773.0K
142,749
+3%
增持
ABBNY
ABB Ltd
+$761.0K
168,231
+2%
减持
MDY
SPDR S&P Mid Cap 400
+$746.0K
82,712
-1%
增持
CHD
Church & Dwight
+$742.0K
65,478
+5%
增持
GNMA
iShares GNMA Bond ETF
+$668.0K
188,186
+6%
增持
IWM
iShares Russell 2000
+$658.0K
70,176
+3%
增持
DGS
WisdomTree Emerging Markets Sm
+$616.0K
93,732
+12%
清仓
CI
Cigna
-$615.0K
0
-100%
增持
MBB
iShares MBS ETF
+$613.0K
79,815
+7%
增持
NSC
Norfolk Southern
-$589.0K
23,184
+4%
增持
HSY
Hershey Foods Corp
+$581.0K
21,508
+2%
增持
CSCO
Cisco Systems
+$577.0K
81,118
+6%
减持
HAS
Hasbro Corp
-$526.0K
44,138
-7%
减持
USB
US Bancorp
-$464.0K
47,379
-5%
减持
PG
Procter & Gamble
-$444.0K
8,539
-25%
清仓
ADM
ADM
-$434.0K
0
-100%
增持
—
Alibaba Holdings Ltd
+$414.0K
19,866
+8%
增持
DEO
Diageo PLC
+$403.0K
32,676
+6%
增持
MKC
McCormick Inc
+$399.0K
41,078
+13%
增持
—
Check Point Software (ISR)
+$381.0K
35,794
+6%
增持
—
Unilever PLC
+$371.0K
100,717
+4%
增持
—
Xylem Inc
+$362.0K
39,626
+16%
减持
JNJ
Johnson & Johnson
-$344.0K
9,445
-8%
清仓
CL
Colgate
-$331.0K
0
-100%
减持
PFE
Pfizer
-$315.0K
8,227
-35%
减持
VTI
Vanguard Total US Market
-$306.0K
62,244
-9%
减持
—
Enanta Pharmaceuticals Inc
-$302.0K
34,175
-6%
增持
HUBB
Hubbell Inc
+$292.0K
27,228
+1%
减持
HON
Honeywell International
-$283.0K
5,003
-13%
减持
IDXX
Idexx Labs
+$280.0K
3,047
-0%
减持
—
Chubb Ltd
-$252.0K
8,417
-2%
减持
GIS
General Mills
-$231.0K
7,264
-29%
减持
EEM
iShares MSCI Emerging Markets
+$229.0K
227,244
-1%
建仓
VUG
Vanguard Large Cap Growth
+$220.0K
880
建仓
—
Linde PLC
+$220.0K
620
减持
—
Exxon Mobil Corp
-$214.0K
8,111
-19%
增持
BNY
Bank of New York Mellon
+$206.0K
80,008
+6%
增持
—
Eaton Corp PLC
+$206.0K
12,143
+2%
建仓
—
Accenture
+$203.0K
710
清仓
—
Linde PLC
-$202.0K
0
-100%
减持
MMM
3M Company
-$202.0K
5,196
-17%
减持
JPM
JP Morgan Chase & Co.
-$198.0K
4,214
-24%
减持
AMZN
Amazon.com
+$191.0K
18,955
-10%
增持
—
iShares ESG MSCI EAFE Index
+$158.0K
17,510
+5%
增持
VOO
Vanguard S&P 500
+$150.0K
4,047
+4%
减持
LLY
Eli Lilly
-$140.0K
944
-26%
增持
AMGN
Amgen Inc
-$137.0K
21,681
+6%
减持
FLOT
iShares Floating Rate Bond ETF
-$130.0K
230,604
-1%
减持
FLRN
SPDR Investment Grade Floating
-$98.0K
381,081
-1%
减持
BMY
Bristol Myers Squibb Co
-$94.0K
5,264
-17%
减持
SUB
iShares Short-Term National Mu
-$87.0K
29,106
-3%
增持
IBM
IBM
-$73.0K
36,504
+6%
减持
—
Merck & Co
-$73.0K
15,158
-0%
减持
QLTA
iShares AAA-A Rated Corporate
+$73.0K
69,583
-1%
减持
PEP
Pepsico
-$69.0K
1,849
-18%
增持
—
Global X Genomics & Biotechnol
+$67.0K
227,323
+5%
增持
IJR
iShares Small Cap S&P 600
+$67.0K
15,092
+3%
减持
TSM
TSMC
+$65.0K
4,405
-5%
增持
—
iShares ESG MSCI Emerging Mark
+$59.0K
12,135
+13%
减持
—
Alphabet Inc Class A
+$57.0K
4,840
-4%
减持
GE
General Electric
-$53.0K
2,828
-27%
增持
—
iShares ESG USA Mid/Small Cap
+$51.0K
33,485
+1%
减持
SHEL
Shell PLC ADR
-$50.0K
44,630
-3%
增持
VO
Vanguard CRSP Mid Cap
+$50.0K
5,979
+1%
减持
—
AbbVie Inc
-$42.0K
1,601
-13%
增持
BDX
Becton Dickinson Co.
-$37.0K
15,171
+2%
减持
DIS
Walt Disney Company
+$35.0K
3,252
-3%
减持
MCD
McDonald's
-$30.0K
6,309
-7%
减持
VEU
Vanguard All World ex-US
+$25.0K
67,673
-6%
减持
IWC
iShares Russell Microcap
-$24.0K
4,000
-2%
减持
ADI
Analog Devices Inc
+$18.0K
3,013
-14%
减持
BRK/B
Berkshire Hathaway Cl B
-$15.0K
4,722
-1%
减持
COLD
Americold Realty Trust
-$10.0K
33,225
-2%
