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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 33
增持 87
减持 22
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
AVUV
AMERICAN CENTY ETF TR
+$47.9M
601,125
增持
VTI
VANGUARD INDEX FDS
+$19.8M
590,828
+7%
增持
VGT
VANGUARD WORLD FDS
+$16.1M
266,068
+1%
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
VB
VANGUARD INDEX FDS
+$11.8M
378,715
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.1M
339,652
+2%
减持
AAPL
APPLE INC
+$7.0M
197,108
-0%
减持
SPTM
SPDR SER TR
+$6.6M
1,988,632
-4%
增持
ORCL
ORACLE CORP
+$6.1M
72,236
+2526%
增持
GDX
VANECK ETF TRUST
+$5.5M
1,549,513
+4%
增持
ABBV
ABBVIE INC
+$5.4M
160,031
+6%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$5.0M
57,436
增持
ALL
ALLSTATE CORP
+$4.9M
93,519
+96%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$3.7M
95,623
+436%
增持
WEC
WEC ENERGY GROUP INC
+$3.4M
216,573
+9%
清仓
—
INPHI CORP
-$3.4M
0
-100%
增持
SBUX
STARBUCKS CORP
+$3.4M
66,798
+66%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.3M
1,681
-93%
增持
DIS
DISNEY WALT CO
+$3.1M
60,703
+63%
增持
PSX
PHILLIPS 66
+$3.0M
63,970
+172%
增持
DHI
D R HORTON INC
+$2.8M
92,170
+8%
增持
V
VISA INC
+$2.8M
60,902
+30%
增持
QCOM
QUALCOMM INC
+$2.7M
45,543
+5%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.7M
8,691
+56%
减持
NIO
NIO INC
-$2.7M
6,937
-91%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$2.5M
6,509
-54%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
27,367
+1%
减持
LUV
SOUTHWEST AIRLS CO
-$2.4M
110,907
-20%
增持
—
LINDE PLC
+$2.2M
20,457
+23%
增持
COR
AMERISOURCEBERGEN CORP
+$2.2M
26,737
+129%
建仓
—
PHYSICIANS RLTY TR
+$2.0M
106,525
增持
COST
COSTCO WHSL CORP NEW
+$1.9M
9,079
+24%
增持
HD
HOME DEPOT INC
+$1.8M
19,377
+3%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
37,682
+30%
减持
SPSM
SPDR SER TR
+$1.7M
1,436,560
-2%
建仓
JBLU
JETBLUE AWYS CORP
+$1.7M
118,302
增持
AOS
SMITH A O CORP
+$1.7M
39,738
+40%
增持
MRK
MERCK & CO INC
+$1.6M
83,492
+31%
增持
CCK
CROWN HLDGS INC
+$1.6M
48,946
+30%
增持
CVX
CHEVRON CORP NEW
+$1.6M
63,293
+9%
增持
AMAT
APPLIED MATLS INC
+$1.5M
43,271
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$1.5M
86,001
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
14,020
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
12,194
+2%
减持
UNP
UNION PAC CORP
+$1.4M
35,737
-8%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
103,201
+0%
增持
FDX
FEDEX CORP
+$1.3M
6,961
+233%
减持
IVV
ISHARES TR
+$1.3M
37,007
-2%
增持
BAC
BK OF AMERICA CORP
+$1.3M
131,069
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
8,971
+32%
增持
LEN
LENNAR CORP
+$1.2M
47,056
+3%
增持
CTAS
CINTAS CORP
+$1.2M
10,856
+14%
增持
—
EATON CORP PLC
+$1.1M
33,049
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$967.0K
65,827
+3%
清仓
BFC
BANK FIRST CORP
-$914.0K
0
-100%
增持
PFF
ISHARES TR
+$896.0K
241,516
+9%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$893.0K
11,574
+18%
清仓
AQN
ALGONQUIN PWR UTILS CORP
-$886.0K
0
-100%
增持
SFM
SPROUTS FMRS MKT INC
+$864.0K
61,846
+47%
增持
DOCU
DOCUSIGN INC
+$847.0K
12,011
+215%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$833.0K
67,403
+18%
增持
NEE
NEXTERA ENERGY INC
+$826.0K
45,570
+4%
增持
MINT
PIMCO ETF TR
+$811.0K
18,992
+73%
增持
MELI
MERCADOLIBRE INC
+$800.0K
1,282
+132%
增持
ABT
ABBOTT LABS
+$781.0K
29,435
+3%
增持
DOV
DOVER CORP
+$746.0K
23,403
+4%
建仓
WFC
WELLS FARGO CO NEW
+$726.0K
15,124
增持
ILMN
ILLUMINA INC
+$719.0K
11,710
+27%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$685.0K
75,188
+11%
减持
BA
BOEING CO
-$667.0K
25,553
-3%
增持
JBSS
SANFILIPPO JOHN B & SON INC
+$661.0K
21,167
+39%
增持
CSCO
CISCO SYS INC
+$654.0K
59,414
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$642.0K
5,790
+45%
增持
AMZN
AMAZON COM INC
+$642.0K
3,312
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$641.0K
21,994
+59%
增持
GNRC
GENERAC HLDGS INC
+$601.0K
3,212
+148%
增持
CRM
SALESFORCE COM INC
+$597.0K
27,126
+17%
增持
BCPC
BALCHEM CORP
+$595.0K
8,518
+47%
减持
FCX
FREEPORT-MCMORAN INC
+$594.0K
134,645
-13%
增持
—
VIACOMCBS INC
-$575.0K
63,208
+1%
减持
MSFT
MICROSOFT CORP
+$556.0K
45,810
-13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$553.0K
47,468
+32%
增持
KSS
KOHLS CORP
+$549.0K
25,679
+68%
增持
PM
PHILIP MORRIS INTL INC
+$542.0K
18,227
+45%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$538.0K
105,029
-15%
清仓
—
FIRST MIDWEST BANCORP DEL
-$534.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$528.0K
5,122
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$513.0K
45,712
+28%
减持
IJR
ISHARES TR
+$499.0K
242,064
-3%
建仓
MS
MORGAN STANLEY
+$497.0K
5,059
增持
IWF
ISHARES TR
+$474.0K
9,129
+8%
增持
MO
ALTRIA GROUP INC
+$473.0K
80,760
+10%
增持
AXP
AMERICAN EXPRESS CO
+$466.0K
4,323
+201%
建仓
EOG
EOG RES INC
+$457.0K
5,144
减持
WIP
SPDR SER TR
-$455.0K
10,524
-44%
减持
MU
MICRON TECHNOLOGY INC
+$444.0K
20,696
-1%
建仓
ROK
ROCKWELL AUTOMATION INC
+$437.0K
1,252
增持
GS
GOLDMAN SACHS GROUP INC
+$408.0K
15,394
+6%
增持
QQQ
INVESCO QQQ TR
+$404.0K
3,250
+31%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$401.0K
4,770
+91%
建仓
ZWS
ZURN WATER SOLUTIONS CORP
+$400.0K
11,000
增持
KEY
KEYCORP
+$392.0K
127,512
+8%
减持
SPYM
SPDR SER TR
+$372.0K
237,463
-7%
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$372.0K
9,304
-44%
增持
AVGO
BROADCOM INC
+$371.0K
867
+104%
增持
MDLZ
MONDELEZ INTL INC
+$368.0K
16,106
+34%
增持
TSLA
TESLA INC
+$353.0K
1,141
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$333.0K
63,469
+8%
增持
F
FORD MTR CO DEL
+$331.0K
36,781
+20%
增持
—
JOHNSON CTLS INTL PLC
+$319.0K
11,690
+26%
减持
FISV
FISERV INC
-$316.0K
17,249
-11%
增持
WMT
WALMART INC
+$316.0K
29,759
+4%
减持
IYG
ISHARES TR
+$315.0K
596,381
-2%
建仓
KLAC
KLA CORP
+$310.0K
720
建仓
—
PENTAIR PLC
+$308.0K
4,217
建仓
AMD
ADVANCED MICRO DEVICES INC
+$300.0K
2,087
清仓
WB
WEIBO CORP
-$299.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$299.0K
13,191
+9%
建仓
PSTL
POSTAL REALTY TRUST INC
+$297.0K
15,000
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$297.0K
3,450
建仓
TM
TOYOTA MOTOR CORP
+$296.0K
1,595
建仓
NTAP
NETAPP INC
+$292.0K
3,177
建仓
XLY
SELECT SECTOR SPDR TR
+$291.0K
1,422
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$289.0K
3,871
增持
GLD
SPDR GOLD TR
+$286.0K
34,487
+1%
增持
PEP
PEPSICO INC
+$280.0K
7,517
+10%
增持
—
EXXON MOBIL CORP
+$278.0K
12,131
+54%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$276.0K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$275.0K
1,867
增持
AOR
ISHARES TR
+$272.0K
45,343
+9%
减持
SCHB
SCHWAB STRATEGIC TR
+$270.0K
35,181
-1%
建仓
MMM
3M CO
+$265.0K
1,494
建仓
NKE
NIKE INC
+$258.0K
1,546
建仓
ITW
ILLINOIS TOOL WKS INC
+$256.0K
1,039
建仓
HWKN
HAWKINS INC
+$255.0K
6,474
建仓
KHC
KRAFT HEINZ CO
+$254.0K
7,078
建仓
YORW
YORK WTR CO
+$251.0K
5,048
增持
VPU
VANGUARD WORLD FDS
+$249.0K
11,528
+3%
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$247.0K
4,843
建仓
MA
MASTERCARD INCORPORATED
+$245.0K
681
建仓
KFRC
KFORCE INC
+$243.0K
3,235
建仓
SHOP
SHOPIFY INC
+$240.0K
174
建仓
DAVA
ENDAVA PLC
+$240.0K
1,431
清仓
PYPL
PAYPAL HLDGS INC
-$237.0K
0
-100%
增持
AOM
ISHARES TR
+$235.0K
47,839
+10%
增持
CMCSA
COMCAST CORP NEW
-$234.0K
86,703
+5%
建仓
BND
VANGUARD BD INDEX FDS
+$232.0K
2,733
增持
XLE
SELECT SECTOR SPDR TR
+$232.0K
8,433
+86%
减持
—
BARRICK GOLD CORP
-$224.0K
152,663
-12%
建仓
WPC
WP CAREY INC
+$224.0K
2,733
清仓
DOW
DOW INC
-$221.0K
0
-100%
