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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 23
增持 79
减持 34
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
COWZ
PACER FDS TR
+$74.5M
1,730,039
建仓
AVEM
AMERICAN CENTY ETF TR
+$36.1M
694,372
增持
VB
VANGUARD INDEX FDS
+$25.9M
667,595
+55%
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
SPTM
SPDR SER TR
-$24.2M
1,761,251
-8%
增持
VGT
VANGUARD WORLD FDS
-$21.4M
277,399
+3%
减持
GDX
VANECK ETF TRUST
-$19.5M
1,498,701
-5%
增持
VTI
VANGUARD INDEX FDS
-$18.6M
646,102
+5%
增持
MUB
ISHARES TR
+$10.8M
121,553
+539%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.5M
458,197
+35%
增持
AVUV
AMERICAN CENTY ETF TR
+$10.3M
874,632
+41%
减持
SPSM
SPDR SER TR
-$9.2M
1,391,688
-1%
增持
AAPL
APPLE INC
-$7.6M
209,061
+1%
建仓
AGG
ISHARES TR
+$7.6M
74,628
建仓
FFLG
FIDELITY COVINGTON TRUST
+$7.6M
583,292
减持
DIS
DISNEY WALT CO
-$7.4M
43,190
-48%
减持
IJR
ISHARES TR
-$4.2M
230,980
-3%
清仓
ILMN
ILLUMINA INC
-$4.1M
0
-100%
减持
SBUX
STARBUCKS CORP
-$4.1M
3,027
-94%
减持
LEN
LENNAR CORP
-$3.8M
3,930
-92%
增持
AMZN
AMAZON COM INC
-$3.7M
72,201
+1962%
增持
NVDA
NVIDIA CORPORATION
-$3.6M
34,028
+6%
减持
WMT
WALMART INC
-$3.5M
9,340
-70%
增持
MRK
MERCK & CO INC
+$3.5M
134,600
+25%
减持
ABBV
ABBVIE INC
-$3.2M
147,162
-7%
增持
PM
PHILIP MORRIS INTL INC
+$2.8M
46,835
+144%
增持
MSFT
MICROSOFT CORP
-$2.7M
52,353
+0%
减持
BA
BOEING CO
-$2.6M
14,543
-39%
减持
PFF
ISHARES TR
-$2.6M
180,286
-23%
增持
DHI
D R HORTON INC
+$2.6M
161,993
+48%
减持
SPYM
SPDR SER TR
-$2.5M
218,595
-4%
增持
IVV
ISHARES TR
-$2.4M
35,808
+2%
增持
F
FORD MTR CO DEL
+$2.3M
370,240
+253%
减持
ALL
ALLSTATE CORP
-$2.2M
93,658
-8%
清仓
—
ROYAL CARIBBEAN GROUP
-$2.1M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.1M
8,130
-23%
建仓
HYG
ISHARES TR
+$2.1M
28,259
增持
UNP
UNION PAC CORP
-$2.0M
41,327
+4%
增持
CCK
CROWN HLDGS INC
-$1.9M
57,987
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
-$1.7M
63,755
+3%
增持
—
LINDE PLC
+$1.6M
33,179
+33%
清仓
—
DISCOVERY INC
-$1.5M
0
-100%
增持
AMAT
APPLIED MATLS INC
-$1.5M
59,411
+13%
建仓
BLMN
BLOOMIN BRANDS INC
+$1.5M
90,127
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.4M
21,840
+51%
增持
SCHW
SCHWAB CHARLES CORP
-$1.4M
97,064
+9%
减持
XLV
SELECT SECTOR SPDR TR
-$1.3M
103,868
-3%
增持
ORCL
ORACLE CORP
-$1.2M
138,003
+5%
增持
V
VISA INC
-$1.2M
62,856
+3%
减持
—
BARRICK GOLD CORP
-$1.2M
146,980
-5%
增持
TGT
TARGET CORP
+$1.2M
45,049
+84%
减持
CVX
CHEVRON CORP NEW
-$1.1M
60,381
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
11,805
+56%
增持
LUV
SOUTHWEST AIRLS CO
-$1.0M
151,795
+7%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
7,253
+238%
增持
MELI
MERCADOLIBRE INC
-$933.0K
2,031
+9%
增持
—
PARAMOUNT GLOBAL
-$902.0K
80,847
+6%
增持
QCOM
QUALCOMM INC
-$886.0K
50,257
+5%
增持
AOS
SMITH A O CORP
+$832.0K
77,486
+45%
增持
JBLU
JETBLUE AWYS CORP
-$807.0K
155,888
+10%
增持
UFPT
UFP TECHNOLOGIES INC
+$800.0K
20,657
+62%
增持
CSCO
CISCO SYS INC
-$791.0K
71,857
+4%
增持
DOV
DOVER CORP
-$784.0K
25,011
+3%
增持
MO
ALTRIA GROUP INC
-$778.0K
87,821
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$778.0K
66,559
-4%
增持
SUB
ISHARES TR
+$739.0K
20,848
+51%
增持
IWD
ISHARES TR
+$717.0K
12,285
+92%
建仓
FLOT
ISHARES TR
+$708.0K
14,180
增持
XLK
SELECT SECTOR SPDR TR
+$691.0K
9,420
+196%
减持
KMB
KIMBERLY-CLARK CORP
-$680.0K
53,509
-17%
增持
—
EATON CORP PLC
-$677.0K
32,780
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$653.0K
31,459
+77%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$624.0K
150,035
+25%
减持
GLD
SPDR GOLD TR
-$622.0K
40,036
-2%
增持
JPM
JPMORGAN CHASE & CO
-$616.0K
33,975
+4%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$613.0K
86,317
-12%
减持
NVS
NOVARTIS AG
-$613.0K
4,957
-58%
减持
VYM
VANGUARD WHITEHALL FDS
-$591.0K
3,719
-57%
增持
MINT
PIMCO ETF TR
+$557.0K
20,769
+39%
增持
BAC
BK OF AMERICA CORP
+$555.0K
224,271
+44%
增持
KEY
KEYCORP
-$553.0K
142,224
+6%
增持
CMCSA
COMCAST CORP NEW
-$551.0K
99,303
+5%
建仓
VBR
VANGUARD INDEX FDS
+$550.0K
3,669
增持
IWF
ISHARES TR
-$549.0K
9,649
+1%
增持
HYMB
SPDR SER TR
+$546.0K
21,066
+117%
增持
PG
PROCTER AND GAMBLE CO
+$538.0K
18,789
+33%
增持
BCPC
BALCHEM CORP
+$509.0K
18,399
+34%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$487.0K
15,237
+3%
减持
MU
MICRON TECHNOLOGY INC
-$485.0K
17,740
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$465.0K
4,858
+185%
建仓
SCZ
ISHARES TR
+$456.0K
8,350
增持
—
WALGREENS BOOTS ALLIANCE INC
-$414.0K
73,479
+3%
增持
HON
HONEYWELL INTL INC
-$398.0K
23,098
+2%
增持
TSLA
TESLA INC
-$395.0K
1,707
+19%
减持
IDV
ISHARES TR
-$385.0K
62,812
-5%
建仓
IGSB
ISHARES TR
+$382.0K
7,547
增持
GS
GOLDMAN SACHS GROUP INC
-$377.0K
16,286
+3%
清仓
NFLX
NETFLIX INC
-$363.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$359.0K
3,229
-7%
增持
ENPH
ENPHASE ENERGY INC
+$358.0K
7,000
+40%
增持
WEC
WEC ENERGY GROUP INC
+$340.0K
194,536
+1%
建仓
XLF
SELECT SECTOR SPDR TR
+$327.0K
10,392
清仓
VTV
VANGUARD INDEX FDS
-$327.0K
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$323.0K
272,056
+77%
建仓
IJH
ISHARES TR
+$322.0K
1,424
建仓
SCHD
SCHWAB STRATEGIC TR
+$319.0K
4,452
增持
GOOGL
ALPHABET INC
-$318.0K
561
+1%
建仓
XLP
SELECT SECTOR SPDR TR
+$316.0K
4,376
减持
AIZ
ASSURANT INC
-$316.0K
8,273
-14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$311.0K
64,455
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$307.0K
25,090
+21%
增持
FDX
FEDEX CORP
+$299.0K
14,397
+12%
减持
MRSH
MARSH & MCLENNAN COS INC
-$295.0K
6,145
-16%
增持
SFM
SPROUTS FMRS MKT INC
-$295.0K
86,283
+11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$293.0K
79,352
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$291.0K
13,041
+4%
建仓
UTL
UNITIL CORP
+$290.0K
4,946
增持
COR
AMERISOURCEBERGEN CORP
-$289.0K
31,190
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$282.0K
7,605
+48%
减持
FISV
FISERV INC
-$278.0K
16,031
-5%
建仓
DOCU
DOCUSIGN INC
+$275.0K
4,798
减持
VPU
VANGUARD WORLD FDS
-$259.0K
10,869
-8%
清仓
SRE
SEMPRA ENERGY
-$259.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$258.0K
2,916
+21%
减持
TXN
TEXAS INSTRS INC
-$253.0K
8,194
-1%
清仓
DGRO
ISHARES TR
-$253.0K
0
-100%
建仓
—
DISCOVER FINL SVCS
+$250.0K
2,643
增持
PFE
PFIZER INC
+$248.0K
14,880
+45%
建仓
SO
SOUTHERN CO
+$248.0K
3,478
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$240.0K
6,703
+14%
建仓
LMAT
LEMAITRE VASCULAR INC
+$240.0K
5,278
清仓
EXAS
EXACT SCIENCES CORP
-$238.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$237.0K
14,528
+19%
增持
NEE
NEXTERA ENERGY INC
-$236.0K
46,327
+3%
建仓
USMV
ISHARES TR
+$234.0K
3,335
清仓
WFC
WELLS FARGO CO NEW
-$233.0K
0
-100%
减持
AVGO
BROADCOM INC
-$232.0K
766
-20%
建仓
COP
CONOCOPHILLIPS
+$231.0K
2,572
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$227.0K
6,546
+61%
增持
XLY
SELECT SECTOR SPDR TR
+$226.0K
3,395
+161%
增持
SPDW
SPDR INDEX SHS FDS
-$225.0K
45,547
+1%
清仓
—
MEDTRONIC PLC
-$224.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$224.0K
0
-100%
清仓
LNN
LINDSAY CORP
-$223.0K
0
-100%
清仓
NXP
NUVEEN SELECT TAX-FREE INCOM
-$222.0K
0
-100%
清仓
IWN
ISHARES TR
-$221.0K
0
-100%
减持
USB
US BANCORP DEL
-$220.0K
25,002
-3%
建仓
NIO
NIO INC
+$216.0K
9,956
增持
CRM
SALESFORCE INC
-$208.0K
43,045
+25%
建仓
AMGN
AMGEN INC
+$208.0K
854
增持
ABT
ABBOTT LABS
-$207.0K
29,947
+2%
