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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 21
增持 76
减持 33
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
IYG
ISHARES TR
-$115.1M
0
-100%
增持
GDX
VANECK VECTORS ETF TR
+$10.9M
1,577,203
+2%
减持
SPTM
SPDR SER TR
-$10.1M
1,909,069
-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。
增持
VGT
VANGUARD WORLD FDS
-$9.9M
268,821
+1%
增持
VB
VANGUARD INDEX FDS
+$6.0M
431,125
+14%
增持
KSS
KOHLS CORP
+$5.4M
111,011
+332%
减持
SPSM
SPDR SER TR
-$4.9M
1,409,144
-2%
增持
ORCL
ORACLE CORP
+$4.6M
131,561
+82%
减持
ABBV
ABBVIE INC
+$4.1M
158,742
-1%
减持
SBUX
STARBUCKS CORP
-$3.5M
47,465
-29%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.1M
340,456
+0%
增持
ALL
ALLSTATE CORP
+$3.1M
101,903
+9%
减持
JPM
JPMORGAN CHASE & CO
-$2.8M
32,583
-29%
增持
GNRC
GENERAC HLDGS INC
+$2.5M
12,256
+282%
减持
CVX
CHEVRON CORP NEW
+$2.4M
60,627
-4%
增持
MRK
MERCK & CO. INC
+$2.4M
107,454
+29%
减持
IJR
ISHARES TR
-$2.2M
236,970
-2%
增持
VTI
VANGUARD INDEX FDS
-$2.1M
617,164
+4%
建仓
—
ROYAL CARIBBEAN GROUP
+$2.1M
25,345
增持
VLO
VALERO ENERGY CORP
+$2.1M
79,198
+0%
增持
DIS
DISNEY WALT CO
+$2.1M
83,770
+38%
建仓
MUB
ISHARES TR
+$2.1M
19,035
增持
PSX
PHILLIPS 66
+$2.1M
77,413
+21%
增持
FCX
FREEPORT-MCMORAN INC
+$2.0M
153,546
+14%
增持
HD
HOME DEPOT INC
-$1.9M
20,587
+6%
增持
COST
COSTCO WHSL CORP NEW
+$1.9M
12,189
+34%
增持
UNP
UNION PAC CORP
+$1.9M
39,740
+11%
增持
DHI
D R HORTON INC
-$1.8M
109,475
+19%
清仓
DOCU
DOCUSIGN INC
-$1.8M
0
-100%
增持
CCK
CROWN HLDGS INC
+$1.8M
57,723
+18%
减持
WEC
WEC ENERGY GROUP INC
-$1.8M
192,746
-11%
增持
LUV
SOUTHWEST AIRLS CO
+$1.7M
141,877
+28%
减持
IVV
ISHARES TR
-$1.7M
35,268
-5%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
619,116
+3%
减持
KMB
KIMBERLY-CLARK CORP
-$1.5M
64,238
-2%
增持
GLD
SPDR GOLD TR
+$1.5M
40,774
+18%
建仓
SUB
ISHARES TR
+$1.4M
13,797
增持
LEN
LENNAR CORP
-$1.4M
50,465
+7%
增持
CTAS
CINTAS CORP
+$1.4M
14,506
+34%
增持
JBSS
SANFILIPPO JOHN B & SON INC
+$1.3M
38,929
+84%
增持
—
DISCOVERY INC
+$1.2M
60,571
+370%
增持
AAPL
APPLE INC
+$1.2M
207,197
+5%
增持
FDX
FEDEX CORP
+$1.2M
12,812
+84%
增持
COR
AMERISOURCEBERGEN CORP
+$1.1M
30,390
+14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
79,656
+6%
减持
SPYM
SPDR SER TR
-$1.1M
228,675
-4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
10,563
+22%
增持
QCOM
QUALCOMM INC
-$1.0M
47,810
+5%
减持
PFF
ISHARES TR
-$1.0M
233,644
-3%
增持
F
FORD MTR CO DEL
+$1.0M
104,824
+185%
增持
—
VIACOMCBS INC
+$989.0K
76,613
+21%
建仓
VTEB
VANGUARD MUN BD FDS
+$917.0K
17,793
减持
—
EATON CORP PLC
-$905.0K
31,678
-4%
增持
—
BARRICK GOLD CORP
+$896.0K
154,808
+1%
增持
—
LINDE PLC
+$878.0K
24,935
+22%
减持
SPY
SPDR S&P 500 ETF TR
-$854.0K
7,545
-16%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$792.0K
0
-100%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$752.0K
67,037
+47%
减持
ENPH
ENPHASE ENERGY INC
-$747.0K
5,000
-48%
增持
NVDA
NVIDIA CORPORATION
+$745.0K
32,228
+18%
增持
MSFT
MICROSOFT CORP
+$712.0K
52,283
+14%
减持
ABT
ABBOTT LABS
-$682.0K
29,245
-1%
增持
GS
GOLDMAN SACHS GROUP INC
-$675.0K
15,796
+3%
增持
SFM
SPROUTS FMRS MKT INC
+$644.0K
77,558
+25%
增持
UFPT
UFP TECHNOLOGIES INC
+$628.0K
12,757
+315%
增持
MO
ALTRIA GROUP INC
+$619.0K
85,086
+5%
增持
BAC
BK OF AMERICA CORP
+$596.0K
155,927
+19%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$590.0K
14,840
+6%
增持
MRVL
MARVELL TECHNOLOGY INC
-$567.0K
62,164
+8%
减持
BA
BOEING CO
-$566.0K
23,905
-6%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$556.0K
97,839
-7%
减持
—
JOHNSON CTLS INTL PLC
-$537.0K
6,321
-46%
建仓
HYMB
SPDR SER TR
+$536.0K
9,714
清仓
MS
MORGAN STANLEY
-$497.0K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$497.0K
1,871
+46%
增持
CVS
CVS HEALTH CORP
+$495.0K
10,105
+97%
减持
WFC
WELLS FARGO CO NEW
-$493.0K
4,816
-68%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$480.0K
40,487
-15%
减持
MU
MICRON TECHNOLOGY INC
-$462.0K
18,822
-9%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$446.0K
6,405
-2%
减持
META
FACEBOOK INC
-$442.0K
2,455
-16%
增持
BCPC
BALCHEM CORP
+$442.0K
13,737
+61%
增持
DOV
DOVER CORP
-$432.0K
24,332
+4%
减持
NEE
NEXTERA ENERGY INC
-$430.0K
45,142
-1%
减持
MINT
PIMCO ETF TR
-$428.0K
14,982
-21%
增持
JBLU
JETBLUE AWYS CORP
+$427.0K
141,239
+19%
增持
CRM
SALESFORCE COM INC
+$418.0K
34,440
+27%
增持
PG
PROCTER AND GAMBLE CO
+$402.0K
14,164
+32%
清仓
ZWS
ZURN WATER SOLUTIONS CORP
-$400.0K
0
-100%
增持
V
VISA INC
+$383.0K
61,239
+1%
建仓
UTMD
UTAH MED PRODS INC
+$379.0K
4,218
增持
AMZN
AMAZON COM INC
+$370.0K
3,501
+6%
减持
AXP
AMERICAN EXPRESS CO
-$364.0K
1,836
-58%
增持
TSLA
TESLA INC
+$340.0K
1,434
+26%
建仓
—
MARATHON OIL CORP
+$339.0K
13,510
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$339.0K
5,865
+1%
增持
ILMN
ILLUMINA INC
-$334.0K
11,794
+1%
增持
WMT
WALMART INC
+$331.0K
31,140
+5%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$317.0K
71,452
+6%
清仓
—
RENAISSANCERE HLDGS LTD
-$317.0K
0
-100%
增持
HON
HONEYWELL INTL INC
-$312.0K
22,678
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$309.0K
62,162
-2%
建仓
MCRI
MONARCH CASINO & RESORT INC
+$307.0K
3,520
增持
SCHW
SCHWAB CHARLES CORP
+$291.0K
89,244
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$285.0K
12,565
+3%
清仓
ATR
APTARGROUP INC
-$277.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$271.0K
8,629
+39%
清仓
MMM
3M CO
-$265.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$265.0K
12,191
+0%
建仓
DLAPQ
DELTA APPAREL INC
+$261.0K
8,762
增持
SCHB
SCHWAB STRATEGIC TR
-$257.0K
69,664
+98%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$254.0K
18,505
建仓
DGRO
ISHARES TR
+$253.0K
4,731
清仓
YORW
YORK WTR CO
-$251.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$247.0K
37,766
+0%
清仓
—
DUPONT DE NEMOURS INC
-$241.0K
0
-100%
建仓
CTS
CTS CORP
+$241.0K
6,812
清仓
SHOP
SHOPIFY INC
-$240.0K
0
-100%
清仓
DAVA
ENDAVA PLC
-$240.0K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$238.0K
0
-100%
建仓
VPG
VISHAY PRECISION GROUP INC
+$238.0K
7,413
清仓
BND
VANGUARD BD INDEX FDS
-$232.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$231.0K
44,906
-7%
建仓
SDY
SPDR SER TR
+$227.0K
1,774
建仓
—
ADTRAN INC
+$225.0K
12,169
建仓
—
MEDTRONIC PLC
+$224.0K
2,020
建仓
LNN
LINDSAY CORP
+$223.0K
1,422
清仓
NIO
NIO INC
-$220.0K
0
-100%
减持
SSD
SIMPSON MFG INC
-$219.0K
5,683
-6%
清仓
TJX
TJX COS INC NEW
-$216.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$211.0K
0
-100%
清仓
—
GLAXOSMITHKLINE PLC
-$207.0K
0
-100%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$207.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$205.0K
0
-100%
建仓
—
NVENT ELECTRIC PLC
+$205.0K
5,888
建仓
VOE
VANGUARD INDEX FDS
+$204.0K
1,364
建仓
HOG
HARLEY DAVIDSON INC
+$200.0K
5,078
建仓
PRU
PRUDENTIAL FINL INC
+$200.0K
1,690
增持
—
PHYSICIANS RLTY TR
+$196.0K
125,546
+18%
增持
TGT
TARGET CORP
-$188.0K
24,523
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$182.0K
58,112
+9%
减持
NVS
NOVARTIS AG
-$178.0K
11,757
-15%
增持
SCHV
SCHWAB STRATEGIC TR
+$173.0K
5,702
+78%
增持
MPC
MARATHON PETE CORP
+$167.0K
4,706
+28%
增持
NFLX
NETFLIX INC
-$167.0K
970
+10%
减持
BSV
VANGUARD BD INDEX FDS
-$158.0K
20,800
-5%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$158.0K
119,780
+25%
增持
IRT
INDEPENDENCE RLTY TR INC
+$157.0K
14,171
+68%
增持
—
PANGAEA LOGISTICS SOLUTION L
+$155.0K
42,467
+98%
减持
NOC
NORTHROP GRUMMAN CORP
+$150.0K
2,591
-1%
