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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 120 项
建仓 11
增持 59
减持 49
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TRUST
+$6.9M
126,859
-1%
减持
MSFT
MICROSOFT CORP
+$4.2M
35,739
-1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.4M
318,081
+4%
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
IVV
ISHARES CORE S&P 500 ETF
+$3.2M
63,649
-2%
增持
EWJ
ISHARES MSCI JAPAN ETF
+$3.0M
138,081
+29%
增持
VSS
VANGUARD FTSE ALL-WORLD EX-US
+$2.8M
117,911
+5%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.7M
707,403
+0%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREA
+$2.5M
1,380,951
+6%
增持
VGSH
VANGUARD SHORT-TERM TREASURY E
+$2.4M
705,265
+6%
减持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$2.2M
23,830
-15%
清仓
—
GLOBAL X GENOMICS & BIOTECHNOL
-$2.1M
0
-100%
建仓
IDNA
ISHARES GENOMICS IMMUNOLOGY AN
+$2.1M
102,323
减持
ROK
ROCKWELL AUTOMATION INC
+$2.0M
29,959
-3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$2.0M
301,480
+1%
减持
MELI
MERCADOLIBRE INC
+$1.9M
3,055
-1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$1.9M
442,935
+0%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$1.7M
62,968
-18%
减持
HUBB
HUBBELL INC
+$1.7M
25,744
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$1.7M
68,185
-2%
减持
EFA
ISHARES MSCI EAFE ETF
+$1.6M
240,528
-1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ET
+$1.6M
56,458
-0%
增持
IEMG
ISHARES CORE MSCI EMERGING MAR
+$1.6M
246,971
+1%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BI
-$1.6M
39,662
-28%
减持
IBM
INTL BUSINESS MACHINES
+$1.5M
37,313
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$1.4M
48,528
-3%
减持
AAPL
APPLE INC
-$1.2M
34,563
-8%
增持
DGS
WISDOMTREE EMERGING MARKETS SM
+$1.2M
138,045
+3%
减持
—
EATON CORP PLC
+$1.1M
13,165
-0%
减持
TXN
TEXAS INSTRUMENTS INC
+$1.0M
38,018
-1%
减持
BDX
BECTON DICKINSON & CO
-$953.2K
2,659
-57%
增持
EEM
ISHARES MSCI EMERGING MARKETS
+$936.4K
180,047
+2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ET
+$914.0K
3,215
+157%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$889.5K
174,789
-4%
增持
CHD
CHURCH & DWIGHT CO INC
-$838.0K
68,211
+2%
减持
AMGN
AMGEN INC
-$799.5K
23,778
-0%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$718.9K
2,117
建仓
MRSH
MARSH & MCLENNAN COS INC
+$692.0K
3,165
减持
IEF
ISHARES 7-10 YEAR TREASURY BON
-$681.6K
182,558
-4%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-
-$655.0K
354,172
-4%
减持
NFLX
NETFLIX INC
+$625.7K
1,594
-1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$576.1K
64,290
+4%
增持
JPM
JPMORGAN CHASE & CO
+$557.3K
5,201
+34%
减持
—
CHECK POINT SOFTWARE TECH LTD
-$547.9K
38,446
-3%
增持
XYL
XYLEM INC
+$513.3K
46,179
+1%
减持
GNMA
ISHARES GNMA BOND ETF
-$459.9K
360,352
-3%
减持
BNY
BANK NEW YORK MELLON CORP
+$407.8K
86,623
-3%
增持
FDX
FEDEX CORP
-$393.6K
29,005
+1%
减持
NSC
NORFOLK SOUTHERN CORP
+$387.4K
24,397
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$359.1K
4,185
+7%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$351.8K
1,811
减持
AMZN
AMAZON.COM INC
+$322.5K
11,124
-0%
建仓
MA
MASTERCARD INCORPORATED CL A
+$309.6K
551
减持
SHEL
SHELL PLC SPON ADS
-$299.1K
11,670
-24%
增持
MKC
MCCORMICK & CO INC NON VTG
-$278.8K
53,418
+2%
建仓
TJX
TJX COS INC
+$253.6K
2,054
增持
IDXX
IDEXX LABORATORIES INC
+$244.7K
1,915
+3%
增持
ORCL
ORACLE CORP
+$242.3K
2,947
+3%
增持
HD
HOME DEPOT INC
+$239.6K
1,647
+66%
建仓
DIA
SPDR DOW JONES INDUSTRIAL AVER
+$220.3K
500
增持
VTV
VANGUARD VALUE ETF
+$217.9K
2,699
+80%
建仓
AXP
AMERICAN EXPRESS CO
+$214.0K
671
建仓
UNP
UNION PACIFIC CORP
+$204.3K
888
建仓
WMT
WAL-MART INC
+$204.3K
2,089
减持
IWC
ISHARES MICRO-CAP ETF
-$203.8K
1,770
-54%
建仓
EWX
SPDR S&P EMERGING MARKETS SMAL
+$202.2K
3,260
增持
IBTG
ISHARES IBONDS DEC 2026 TERM T
+$200.0K
110,055
+9%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BON
+$197.7K
33,665
+6%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM T
+$176.0K
114,149
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$168.3K
4,516
+2%
减持
HSY
HERSHEY CO
-$163.3K
29,578
-0%
增持
GEV
GE VERNOVA INC
+$163.1K
715
+1%
减持
—
CHUBB LIMITED
-$159.7K
9,917
-1%
增持
GOOGL
ALPHABET INC CAP STOCK CL A
+$156.3K
5,121
+6%
增持
—
ISHARES IBONDS DEC 2025 TERM T
+$145.5K
105,636
+6%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ET
+$145.5K
16,830
+1%
减持
MRK
MERCK & CO INC
-$142.4K
12,921
-0%
增持
GE
GENERAL ELECTRIC CO NEW
+$140.7K
2,433
+0%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$135.0K
13,874
-12%
增持
ADI
ANALOG DEVICES INC
+$134.4K
2,738
+7%
减持
FMX
FOMENTO ECONOMICO MEXICANO SAB
+$114.2K
38,414
-2%
减持
EMR
EMERSON ELECTRIC CO
+$107.7K
4,592
-0%
增持
VO
VANGUARD MID-CAP ETF
+$107.3K
4,939
+0%
减持
SUSA
ISHARES MSCI USA ESG SELECT ET
+$103.5K
9,680
-1%
增持
—
EXXON MOBILE CORP
-$98.0K
10,356
+1%
增持
GLD
SPDR GOLD SHARES
+$97.5K
1,182
+30%
增持
JUST
GOLDMAN SACHS JUST U.S. LARGE
+$97.5K
4,880
+17%
增持
COST
COSTCO WHOLESALE CORP
+$75.7K
364
+21%
增持
MCD
MCDONALDS CORP
-$74.2K
4,445
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$73.0K
4,999
+0%
增持
XJH
ISHARES ESG SCREENED S&P MID-C
+$72.1K
14,335
+7%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$68.8K
13,275
+3%
减持
OEF
ISHARES S&P 100 ETF
+$66.8K
2,147
-1%
增持
AMAT
APPLIED MATERIALS INC
+$66.3K
1,655
+1%
增持
JNJ
JOHNSON & JOHNSON
-$65.5K
6,727
+2%
减持
SONY
SONY GROUP CORP SP ADR
-$63.2K
10,970
-20%
增持
PM
PHILIP MORRIS INTL INC
+$60.3K
2,305
+2%
增持
GIS
GENERAL MILLS INC
-$57.1K
7,211
+0%
增持
CTAS
CINTAS CORP
+$55.9K
2,796
+1%
增持
ESML
ISHARES ESG AWARE MSCI USA SMA
+$55.7K
17,050
+1%
减持
SPTI
SPDR PORTFOLIO INTERMEDIATE TE
+$50.6K
1,274,693
-1%
增持
ABT
ABBOTT LABORATORIES
+$47.2K
2,308
+15%
减持
HON
HONEYWELL INTL INC
-$47.0K
2,938
-15%
减持
—
UNILEVER PLC SP ADR NEW
+$42.8K
105,683
-2%
减持
NEE
NEXTERA ENERGY INC
-$41.5K
2,984
-15%
减持
EMXC
ISHARES MSCI EMERGING MARKETS
+$34.3K
5,800
-4%
增持
V
VISA INC CL A
+$30.2K
776
+11%
增持
LLY
ELI LILLY & CO
-$29.8K
750
+1%
增持
MMM
3M CO
+$27.3K
4,100
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$25.9K
508
+9%
减持
VOTE
TCW TRANSFORM 500 ETF
+$21.6K
4,500
-4%
增持
PG
PROCTER AND GAMBLE CO
-$14.8K
6,964
+6%
增持
SHW
SHERWIN WILLIAMS CO
+$13.4K
3,160
+3%
增持
SPGI
S&P GLOBAL INC
+$10.5K
492
+0%
增持
ROP
ROPER TECHNOLOGIES INC
-$9.9K
512
+1%
减持
GOOG
ALPHABET INC CAP STOCK CL C
-$8.5K
3,276
-13%
减持
EPI
WISDOMTREE INDIA EARNINGS FUND
-$3.9K
8,555
-9%
减持
QCOM
QUALCOMM INC
+$2.9K
1,333
-2%
增持
UNM
UNUM GROUP
+$2.8K
4,798
+2%
增持
INTC
INTEL CORP
-$1.4K
19,622
+1%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TRE
+$1.3K
621,862
-1%
