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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 101 项
建仓 1
增持 41
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TRUST
-$4.8M
127,851
-2%
增持
VGSH
VANGUARD SHORT-TERM TREASURY E
+$3.6M
665,744
+9%
增持
EWJ
ISHARES MSCI JAPAN ETF
+$3.5M
107,267
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。
+86%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREA
+$3.3M
1,299,402
+9%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.2M
305,797
+8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$2.9M
69,301
-1%
增持
SPTI
SPDR PORTFOLIO INTERMEDIATE TE
+$2.6M
1,281,396
+5%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TRE
+$2.5M
626,132
+5%
减持
HUBB
HUBBELL INC
-$2.4M
26,717
-0%
减持
MSFT
MICROSOFT CORP
-$1.9M
36,172
-1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ET
-$1.5M
56,576
-4%
减持
—
CHECK POINT SOFTWARE TECH LTD
+$1.5M
39,725
-2%
减持
EFA
ISHARES MSCI EAFE ETF
+$1.4M
243,289
-0%
减持
AAPL
APPLE INC
-$1.4M
37,515
-4%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$1.4M
705,870
+3%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$1.4M
76,573
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.3M
64,638
+1%
增持
AMGN
AMGEN INC
+$1.2M
23,876
+1%
减持
AMZN
AMAZON.COM INC
-$1.2M
11,132
-27%
增持
IEF
ISHARES 7-10 YEAR TREASURY BON
+$1.2M
190,471
+4%
增持
FDX
FEDEX CORP
-$1.0M
28,660
+0%
减持
BDX
BECTON DICKINSON & CO
-$998.3K
6,161
-42%
减持
IBM
INTL BUSINESS MACHINES
+$962.8K
38,139
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$903.8K
299,638
+0%
增持
MELI
MERCADOLIBRE INC
+$872.5K
3,097
+2%
增持
ROK
ROCKWELL AUTOMATION INC
-$844.0K
30,821
+0%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-
+$816.3K
369,924
+2%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$807.1K
182,440
+2%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BI
-$784.8K
55,382
-13%
减持
PANW
PALO ALTO NETWORKS INC
-$729.6K
50,096
-2%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$680.3K
28,084
+4%
增持
—
EATON CORP PLC
-$676.0K
13,177
+3%
减持
EPI
WISDOMTREE INDIA EARNINGS FUND
-$675.6K
9,380
-61%
增持
GNMA
ISHARES GNMA BOND ETF
+$654.6K
371,239
+2%
减持
BNY
BANK NEW YORK MELLON CORP
+$597.2K
89,238
-0%
增持
VSS
VANGUARD FTSE ALL-WORLD EX-US
+$579.4K
112,679
+4%
增持
IEMG
ISHARES CORE MSCI EMERGING MAR
+$547.5K
245,150
+1%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD I
-$523.0K
0
-100%
增持
—
GLOBAL X GENOMICS & BIOTECHNOL
-$464.6K
270,093
+0%
减持
FMX
FOMENTO ECONOMICO MEXICANO SAB
+$442.4K
39,369
-1%
增持
MKC
MCCORMICK & CO INC NON VTG
+$353.9K
52,593
+1%
增持
—
UNILEVER PLC SP ADR NEW
+$351.2K
107,840
+1%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US
-$346.3K
61,746
-13%
减持
CHD
CHURCH & DWIGHT CO INC
+$344.3K
67,161
-0%
减持
ADI
ANALOG DEVICES INC
-$335.5K
2,565
-36%
减持
TXN
TEXAS INSTRUMENTS INC
-$304.5K
38,334
-0%
减持
SUSA
ISHARES MSCI USA ESG SELECT ET
-$299.2K
9,780
-16%
建仓
GLD
SPDR GOLD SHARES
+$262.8K
912
增持
IBTH
ISHARES IBONDS DEC 2027 TERM T
+$250.9K
106,655
+11%
增持
XYL
XYLEM INC
+$241.9K
45,709
+2%
减持
—
CHUBB LIMITED
+$232.0K
10,043
-1%
增持
—
ISHARES IBONDS DEC 2025 TERM T
+$228.4K
99,363
+11%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM T
+$226.6K
101,288
+10%
减持
ESML
ISHARES ESG AWARE MSCI USA SMA
-$221.1K
16,895
-18%
减持
GOOGL
ALPHABET INC CAP STOCK CL A
-$213.8K
4,825
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD S
-$209.5K
2,400
-22%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH ET
-$209.2K
0
-100%
减持
GOOG
ALPHABET INC CAP STOCK CL C
-$208.1K
3,774
-10%
清仓
TJX
TJX COS INC
-$207.3K
0
-100%
清仓
PNC
PNC FINANCIAL SERVICES GROUP I
-$206.9K
0
-100%
清仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$203.6K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$194.7K
15,791
-1%
减持
VOTE
TCW TRANSFORM 500 ETF
-$194.4K
4,675
-36%
减持
USB
US BANCORP DEL
-$165.9K
20,950
-5%
减持
EMXC
ISHARES MSCI EMERGING MARKETS
-$153.0K
6,025
-31%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
+$129.8K
442,522
-2%
增持
DGS
WISDOMTREE EMERGING MARKETS SM
+$128.3K
133,716
+3%
减持
MCD
MCDONALDS CORP
-$122.4K
4,395
-15%
增持
HSY
HERSHEY CO
+$114.0K
29,654
+1%
减持
COST
COSTCO WHOLESALE CORP
-$107.5K
301
-30%
减持
XJH
ISHARES ESG SCREENED S&P MID-C
-$103.9K
13,380
-11%
减持
SHEL
SHELL PLC SPON ADS
-$103.0K
15,295
-22%
减持
EMR
EMERSON ELECTRIC CO
-$102.1K
4,602
-6%
减持
PG
PROCTER AND GAMBLE CO
-$100.1K
6,597
-10%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BON
-$95.5K
31,708
-3%
减持
CSL
CARLISLE COS INC
-$76.6K
1,075
-10%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ET
-$75.4K
16,600
-12%
增持
IWC
ISHARES MICRO-CAP ETF
-$74.4K
3,875
+0%
增持
VOO
VANGUARD S&P 500 ETF
-$72.5K
3,927
+1%
增持
NSC
NORFOLK SOUTHERN CORP
+$68.2K
24,731
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$62.4K
3,069
+3%
减持
NFLX
NETFLIX INC
+$59.5K
1,618
-0%
减持
—
EXXON MOBILE CORP
-$58.4K
10,211
-14%
增持
JPM
JPMORGAN CHASE & CO
+$54.5K
3,875
+4%
减持
VO
VANGUARD MID-CAP ETF
-$53.6K
4,929
-2%
增持
ABT
ABBOTT LABORATORIES
+$50.6K
2,011
+5%
增持
LLY
ELI LILLY & CO
+$49.4K
744
+2%
减持
HD
HOME DEPOT INC
-$46.1K
994
-6%
减持
CTAS
CINTAS CORP
+$44.7K
2,760
-3%
减持
EEM
ISHARES MSCI EMERGING MARKETS
+$36.6K
177,325
-4%
减持
VUG
VANGUARD GROWTH ETF
-$36.1K
725
-2%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$35.1K
3,395
-2%
增持
V
VISA INC CL A
+$30.4K
700
+3%
减持
PM
PHILIP MORRIS INTL INC
+$28.0K
2,265
-18%
减持
—
KELLANOVA
-$27.9K
4,992
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$21.2K
466
+15%
减持
QCOM
QUALCOMM INC
-$15.4K
1,363
-7%
增持
IDXX
IDEXX LABORATORIES INC
+$15.0K
1,863
+0%
减持
JNJ
JOHNSON & JOHNSON
-$11.1K
6,591
-14%
减持
MMM
3M CO
-$8.1K
4,064
-13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.1K
4,991
-8%
