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Annex Advisory Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Annex Advisory Services, LLC
报告期 2026-03-31 · CIK 0001542287
持仓数
375
前50大市值合计
$4.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 59
减持 59
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
IYG
ISHARES TR
+$19.3M
610,214
+18%
减持
SPTM
SPDR SER TR
-$9.8M
2,068,029
-8%
减持
VGT
VANGUARD WORLD FDS
-$9.1M
263,679
-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。
减持
SPSM
SPDR SER TR
-$4.8M
1,467,091
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$4.7M
7,015
-85%
增持
GDX
VANECK ETF TRUST
-$4.7M
1,496,141
+4%
建仓
—
INPHI CORP
+$3.4M
56,932
减持
AMGN
AMGEN INC
-$3.3M
944
-93%
建仓
CSCO
CISCO SYS INC
+$3.1M
57,154
减持
IJR
ISHARES TR
-$3.0M
249,306
-7%
清仓
—
INPHI CORP
-$2.8M
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$2.4M
57,019
+886%
清仓
LVS
LAS VEGAS SANDS CORP
-$2.2M
0
-100%
减持
AAPL
APPLE INC
-$2.1M
197,519
-10%
增持
UNP
UNION PAC CORP
+$1.9M
38,658
+49%
减持
ENPH
ENPHASE ENERGY INC
-$1.8M
9,600
-46%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$1.8M
14,303
-0%
增持
—
LINDE PLC
+$1.7M
16,664
+50%
增持
WEC
WEC ENERGY GROUP INC
+$1.6M
199,302
+11%
增持
PFF
ISHARES TR
+$1.6M
222,288
+24%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
553,300
+1%
增持
ABBV
ABBVIE INC
+$1.3M
151,291
+14%
清仓
—
RENEWABLE ENERGY GROUP INC
-$1.3M
0
-100%
增持
V
VISA INC
+$1.2M
46,687
+19%
减持
SPYM
SPDR SER TR
-$1.1M
255,338
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$931.0K
13,824
+1%
增持
VLO
VALERO ENERGY CORP
+$915.0K
84,112
+31%
增持
LUV
SOUTHWEST AIRLS CO
+$912.0K
138,805
+18%
增持
KMB
KIMBERLY-CLARK CORP
+$891.0K
63,739
+13%
建仓
AQN
ALGONQUIN PWR UTILS CORP
+$886.0K
60,441
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$873.0K
17,846
增持
SCHW
SCHWAB CHARLES CORP
+$785.0K
78,896
+16%
增持
JPM
JPMORGAN CHASE & CO
+$767.0K
43,492
+6%
减持
DOCU
DOCUSIGN INC
-$742.0K
3,818
-38%
增持
IVV
ISHARES TR
+$733.0K
37,884
+5%
增持
NIO
NIO INC
-$652.0K
81,025
+22%
增持
MRK
MERCK & CO INC
+$630.0K
63,561
+19%
减持
QCOM
QUALCOMM INC
-$621.0K
43,296
-0%
增持
TGT
TARGET CORP
+$575.0K
22,732
+19%
减持
CRM
SALESFORCE COM INC
+$564.0K
23,215
-1%
增持
COR
AMERISOURCEBERGEN CORP
+$520.0K
11,676
+53%
减持
—
LAM RESEARCH CORP
-$500.0K
534
-57%
减持
MSFT
MICROSOFT CORP
+$492.0K
52,685
-1%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$477.0K
4,000
增持
BAC
BK OF AMERICA CORP
+$468.0K
105,838
+8%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$418.0K
0
-100%
清仓
SDY
SPDR SER TR
-$417.0K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$415.0K
20,910
-7%
减持
AIZ
ASSURANT INC
-$401.0K
10,933
-20%
增持
KEY
KEYCORP
+$400.0K
118,378
+13%
增持
HD
HOME DEPOT INC
+$393.0K
18,870
+4%
增持
ILMN
ILLUMINA INC
-$382.0K
9,212
+6%
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$370.0K
16,573
-31%
增持
NEE
NEXTERA ENERGY INC
+$365.0K
43,663
+5%
清仓
MMM
3M CO
-$349.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$344.0K
7,334
-1%
减持
T
AT&T INC
-$332.0K
24,252
-29%
增持
CCK
CROWN HLDGS INC
+$318.0K
37,572
+11%
增持
PG
PROCTER AND GAMBLE CO
+$309.0K
11,348
+20%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$304.0K
9,849
-3%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$296.0K
35,803
+24%
清仓
—
GENERAL ELECTRIC CO
-$287.0K
0
-100%
减持
AOR
ISHARES TR
-$281.0K
41,741
-10%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$276.0K
1,867
增持
AMAT
APPLIED MATLS INC
+$269.0K
40,897
+17%
减持
VNQ
VANGUARD INDEX FDS
-$268.0K
12,101
-18%
减持
MINT
PIMCO ETF TR
-$258.0K
10,971
-19%
清仓
MA
MASTERCARD INCORPORATED
-$248.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$244.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$242.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$241.0K
0
-100%
增持
DOV
DOVER CORP
+$237.0K
22,513
+4%
减持
SPDW
SPDR INDEX SHS FDS
-$236.0K
51,634
-10%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$234.0K
1,008
建仓
GE
GENERAL ELECTRIC CO
+$234.0K
2,274
清仓
ROK
ROCKWELL AUTOMATION INC
-$234.0K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$232.0K
1,691
-49%
清仓
NKE
NIKE INC
-$232.0K
0
-100%
清仓
SUB
ISHARES TR
-$230.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$228.0K
27,070
+303%
减持
IWF
ISHARES TR
-$219.0K
8,450
-10%
增持
BA
BOEING CO
-$217.0K
26,426
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$216.0K
67,680
+7%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$213.0K
0
-100%
清仓
USMV
ISHARES TR
-$213.0K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$206.0K
3,325
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$204.0K
1,350
建仓
WM
WASTE MGMT INC DEL
+$204.0K
1,366
减持
BMO
BANK MONTREAL QUE
-$203.0K
2,345
-45%
增持
DIS
DISNEY WALT CO
+$202.0K
37,223
+8%
清仓
RGEN
REPLIGEN CORP
-$201.0K
0
-100%
减持
FDX
FEDEX CORP
-$197.0K
2,093
-6%
增持
AMZN
AMAZON COM INC
-$187.0K
3,166
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$183.0K
14,501
+4%
减持
INTC
INTEL CORP
-$177.0K
6,674
-30%
减持
—
EXXON MOBIL CORP
-$176.0K
7,901
-22%
减持
NVS
NOVARTIS AG
-$175.0K
16,593
-2%
增持
SFM
SPROUTS FMRS MKT INC
+$174.0K
41,999
+29%
减持
AOA
ISHARES TR
-$174.0K
34,637
-6%
减持
PM
PHILIP MORRIS INTL INC
-$172.0K
12,547
-9%
增持
—
VIACOMCBS INC
-$169.0K
62,811
+7%
减持
IDV
ISHARES TR
-$169.0K
61,078
-2%
增持
JNJ
JOHNSON & JOHNSON
+$169.0K
29,039
+6%
减持
CAT
CATERPILLAR INC
-$162.0K
1,287
-32%
减持
SPEM
SPDR INDEX SHS FDS
-$160.0K
20,914
-10%
增持
PSX
PHILLIPS 66
-$159.0K
23,515
+12%
减持
JBSS
SANFILIPPO JOHN B & SON INC
-$156.0K
15,263
-4%
减持
EXAS
EXACT SCIENCES CORP
-$154.0K
2,149
-26%
减持
AOM
ISHARES TR
-$152.0K
43,368
-7%
减持
XLE
SELECT SECTOR SPDR TR
-$150.0K
4,538
-37%
减持
UPS
UNITED PARCEL SERVICE INC
-$149.0K
4,772
-2%
增持
CMCSA
COMCAST CORP NEW
+$144.0K
82,215
+5%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$144.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$141.0K
103,120
+0%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$141.0K
123,974
-1%
减持
KSS
KOHLS CORP
-$140.0K
15,276
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$137.0K
5,588
-3%
增持
ALL
ALLSTATE CORP
+$129.0K
47,709
+5%
增持
CVX
CHEVRON CORP NEW
+$122.0K
57,812
+5%
减持
VPU
VANGUARD WORLD FDS
-$122.0K
11,172
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$120.0K
11,966
+5%
增持
VB
VANGUARD INDEX FDS
+$118.0K
337,600
+3%
减持
IWD
ISHARES TR
-$114.0K
5,701
-10%
增持
FIS
FIDELITY NATL INFORMATION SV
-$112.0K
13,020
+9%
减持
—
DISCOVERY INC
-$108.0K
8,190
-21%
增持
—
BARRICK GOLD CORP
-$106.0K
172,983
+11%
增持
CTAS
CINTAS CORP
+$106.0K
9,562
+4%
建仓
—
PANGAEA LOGISTICS SOLUTION L
+$103.0K
20,383
增持
AOS
SMITH A O CORP
+$103.0K
28,393
+25%
清仓
—
COMPUTE HEALTH ACQUISITIN CO
-$102.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$98.0K
333,707
+1%
清仓
—
ORION ENERGY SYS INC
-$95.0K
0
-100%
减持
GPN
GLOBAL PMTS INC
-$94.0K
3,101
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$91.0K
58,554
+7%
减持
—
DUPONT DE NEMOURS INC
-$90.0K
4,847
-11%
减持
SBUX
STARBUCKS CORP
-$89.0K
40,185
-1%
减持
TSLA
TESLA INC
+$84.0K
1,099
-3%
增持
DHI
D R HORTON INC
-$81.0K
85,589
+6%
减持
ABT
ABBOTT LABS
-$80.0K
28,456
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$79.0K
35,884
+4%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$78.0K
19,570
-3%
增持
HON
HONEYWELL INTL INC
-$77.0K
21,947
+1%
减持
BX
BLACKSTONE INC
+$77.0K
4,000
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$76.0K
27,796
-1%
减持
GOOGL
ALPHABET INC
+$76.0K
474
-3%
增持
GLD
SPDR GOLD TR
+$74.0K
34,164
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$74.0K
13,874
-6%
增持
USB
US BANCORP DEL
+$71.0K
25,397
+0%
减持
LLY
LILLY ELI & CO
-$70.0K
1,877
-15%
增持
FCX
FREEPORT-MCMORAN INC
+$69.0K
154,421
+16%
