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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 47
减持 61
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
TLH
ISHARES TR
+$84.7M
777,170
增持
XLE
SELECT SECTOR SPDR TR
+$53.5M
746,813
+16448%
减持
VTI
VANGUARD INDEX FDS
-$29.0M
517,621
-20%
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
COWZ
PACER FDS TR
+$26.8M
2,469,546
+43%
增持
AVUV
AMERICAN CENTY ETF TR
+$26.4M
1,302,412
+49%
减持
SPTM
SPDR SER TR
-$8.0M
1,674,807
-5%
减持
ALL
ALLSTATE CORP
-$5.9M
48,263
-48%
减持
SPSM
SPDR SER TR
-$4.9M
1,325,705
-5%
减持
AGG
ISHARES TR
-$4.3M
34,186
-54%
增持
VB
VANGUARD INDEX FDS
+$4.2M
712,384
+7%
增持
FCX
FREEPORT-MCMORAN INC
+$4.1M
441,338
+62%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.1M
875,269
+26%
增持
VGT
VANGUARD WORLD FDS
-$3.8M
282,333
+2%
增持
COP
CONOCOPHILLIPS
+$3.4M
35,252
+1271%
减持
ABBV
ABBVIE INC
-$3.4M
142,803
-3%
减持
PFF
ISHARES TR
-$2.9M
95,986
-47%
增持
CVX
CHEVRON CORP NEW
+$2.8M
80,017
+33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.7M
15,170
-76%
增持
ABT
ABBOTT LABS
+$2.6M
60,093
+101%
增持
MUB
ISHARES TR
+$2.6M
150,941
+24%
减持
MRVL
MARVELL TECHNOLOGY INC
-$2.5M
7,476
-88%
减持
WEC
WEC ENERGY GROUP INC
-$2.5M
191,505
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.4M
468,302
+2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$2.3M
14,775
-80%
增持
AMZN
AMAZON COM INC
+$2.1M
86,843
+20%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.1M
21,402
-2%
减持
KSS
KOHLS CORP
-$2.1M
181,565
-3%
清仓
—
PARAMOUNT GLOBAL
-$2.0M
0
-100%
增持
GDX
VANECK ETF TRUST
-$1.8M
1,627,392
+9%
减持
IJR
ISHARES TR
-$1.7M
225,631
-2%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
30,066
-12%
减持
XLV
SELECT SECTOR SPDR TR
-$1.4M
98,037
-6%
清仓
JBLU
JETBLUE AWYS CORP
-$1.3M
0
-100%
减持
V
VISA INC
-$1.3M
62,369
-1%
清仓
MELI
MERCADOLIBRE INC
-$1.3M
0
-100%
减持
IVV
ISHARES TR
-$1.3M
34,289
-4%
减持
KMB
KIMBERLY-CLARK CORP
-$1.3M
52,898
-1%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
-$1.0M
159,479
+6%
减持
CMCSA
COMCAST CORP NEW
-$1.0M
98,236
-1%
建仓
DVN
DEVON ENERGY CORP NEW
+$1.0M
16,831
增持
FDX
FEDEX CORP
-$1.0M
15,176
+5%
减持
HYG
ISHARES TR
-$1.0M
15,022
-47%
减持
UNP
UNION PAC CORP
-$975.0K
40,236
-3%
增持
VLO
VALERO ENERGY CORP
+$915.0K
82,164
+11%
减持
SPYM
SPDR SER TR
-$895.0K
209,514
-4%
减持
PM
PHILIP MORRIS INTL INC
-$854.0K
45,432
-3%
增持
CTAS
CINTAS CORP
+$844.0K
18,384
+9%
增持
PSX
PHILLIPS 66
+$824.0K
91,026
+14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$804.0K
14,735
-3%
减持
ENPH
ENPHASE ENERGY INC
-$804.0K
2,030
-71%
增持
VUG
VANGUARD INDEX FDS
+$799.0K
11,294
+56%
减持
SUB
ISHARES TR
-$794.0K
13,519
-35%
减持
QCOM
QUALCOMM INC
-$793.0K
49,806
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$778.0K
10,292
-13%
减持
IWD
ISHARES TR
-$760.0K
7,511
-39%
增持
LUV
SOUTHWEST AIRLS CO
-$741.0K
153,769
+1%
清仓
FLOT
ISHARES TR
-$708.0K
0
-100%
增持
AAPL
APPLE INC
+$706.0K
211,931
+1%
增持
FFLG
FIDELITY COVINGTON TRUST
+$701.0K
648,784
+11%
减持
HYMB
SPDR SER TR
-$681.0K
8,371
-60%
增持
ORCL
ORACLE CORP
+$680.0K
169,012
+22%
减持
SCHW
SCHWAB CHARLES CORP
+$676.0K
94,747
-2%
增持
COST
COSTCO WHSL CORP NEW
+$664.0K
16,335
+11%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$655.0K
8,234
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$642.0K
76,920
-3%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$635.0K
7,000
减持
JNJ
JOHNSON & JOHNSON
-$631.0K
38,264
-1%
增持
HASI
HANNON ARMSTRONG SUST INFR C
-$624.0K
83,928
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$621.0K
4,751
-38%
减持
F
FORD MTR CO DEL
-$612.0K
313,323
-15%
减持
MINT
PIMCO ETF TR
-$593.0K
14,820
-29%
减持
PEP
PEPSICO INC
-$589.0K
4,811
-42%
增持
CRM
SALESFORCE INC
-$577.0K
45,374
+5%
建仓
XLB
SELECT SECTOR SPDR TR
+$560.0K
8,229
减持
BA
BOEING CO
-$523.0K
12,096
-17%
增持
GLD
SPDR GOLD TR
-$516.0K
40,268
+1%
增持
TGT
TARGET CORP
+$492.0K
46,190
+3%
减持
NEE
NEXTERA ENERGY INC
-$471.0K
39,755
-14%
减持
BSV
VANGUARD BD INDEX FDS
-$459.0K
19,615
-22%
减持
PG
PROCTER AND GAMBLE CO
-$457.0K
17,783
-5%
减持
SCHB
SCHWAB STRATEGIC TR
-$435.0K
59,681
-10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$426.0K
67,456
-1%
建仓
SCHA
SCHWAB STRATEGIC TR
+$405.0K
10,727
增持
AOS
SMITH A O CORP
-$392.0K
79,152
+2%
清仓
IGSB
ISHARES TR
-$382.0K
0
-100%
清仓
—
WELBILT INC
-$375.0K
0
-100%
清仓
WIP
SPDR SER TR
-$364.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$350.0K
21,952
-5%
减持
JPM
JPMORGAN CHASE & CO
-$349.0K
33,270
-2%
增持
MRK
MERCK & CO INC
-$337.0K
138,590
+3%
清仓
XLF
SELECT SECTOR SPDR TR
-$327.0K
0
-100%
清仓
IJH
ISHARES TR
-$322.0K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$319.0K
0
-100%
增持
BLMN
BLOOMIN BRANDS INC
+$318.0K
99,084
+10%
清仓
XLP
SELECT SECTOR SPDR TR
-$316.0K
0
-100%
增持
MPC
MARATHON PETE CORP
+$314.0K
6,919
+52%
增持
SFM
SPROUTS FMRS MKT INC
+$313.0K
90,018
+4%
增持
GNRC
GENERAC HLDGS INC
-$307.0K
18,110
+8%
减持
—
PHYSICIANS RLTY TR
-$301.0K
121,042
-0%
清仓
WEYS
WEYCO GROUP INC
-$298.0K
0
-100%
增持
BAC
BK OF AMERICA CORP
+$286.0K
240,674
+7%
清仓
LEN
LENNAR CORP
-$277.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$275.0K
0
-100%
增持
UFPT
UFP TECHNOLOGIES INC
+$268.0K
22,272
+8%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$266.0K
0
-100%
清仓
DLAPQ
DELTA APPAREL INC
-$263.0K
0
-100%
建仓
NOBL
PROSHARES TR
+$263.0K
3,291
减持
VTEB
VANGUARD MUN BD FDS
-$261.0K
27,201
-14%
减持
SCZ
ISHARES TR
-$256.0K
4,105
-51%
清仓
SMH
VANECK ETF TRUST
-$255.0K
0
-100%
增持
IDV
ISHARES TR
-$253.0K
64,514
+3%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$249.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$243.0K
19,714
-22%
增持
—
BARRICK GOLD CORP
-$243.0K
152,039
+3%
减持
USB
US BANCORP DEL
-$243.0K
22,518
-10%
清仓
WPC
WP CAREY INC
-$242.0K
0
-100%
清仓
NKE
NIKE INC
-$241.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$241.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$237.0K
0
-100%
建仓
RICK
RCI HOSPITALITY HLDGS INC
+$237.0K
3,627
清仓
USMV
ISHARES TR
-$234.0K
0
-100%
建仓
HURC
HURCO CO
+$232.0K
10,311
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$230.0K
6,365
-2%
减持
VBR
VANGUARD INDEX FDS
-$229.0K
2,238
-39%
增持
AIZ
ASSURANT INC
-$228.0K
8,275
+0%
清仓
—
ADTRAN INC
-$224.0K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$220.0K
2,654
减持
XLY
SELECT SECTOR SPDR TR
-$218.0K
1,745
-49%
清仓
NIO
NIO INC
-$216.0K
0
-100%
清仓
AMGN
AMGEN INC
-$208.0K
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
-$207.0K
12,900
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$207.0K
12,854
-1%
清仓
NTAP
NETAPP INC
-$207.0K
0
-100%
清仓
ILCG
ISHARES TR
-$207.0K
0
-100%
建仓
HOG
HARLEY DAVIDSON INC
+$206.0K
5,914
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$205.0K
48,566
+2%
清仓
IVW
ISHARES TR
-$205.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$203.0K
8,372
-11%
增持
DHI
D R HORTON INC
+$202.0K
162,199
+0%
建仓
CI
CIGNA CORP NEW
+$201.0K
724
建仓
NXP
NUVEEN SELECT TAX-FREE INCOM
+$200.0K
15,375
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$200.0K
0
-100%
减持
PFE
PFIZER INC
-$190.0K
13,473
-9%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$188.0K
83,299
-3%
增持
CSCO
CISCO SYS INC
-$186.0K
71,955
+0%
减持
MDLZ
MONDELEZ INTL INC
-$183.0K
16,435
-6%
减持
MCD
MCDONALDS CORP
-$179.0K
2,955
-15%
增持
SDY
SPDR SER TR
+$179.0K
3,413
+100%
减持
VNQ
VANGUARD INDEX FDS
-$177.0K
13,815
-2%
增持
GOOGL
ALPHABET INC
-$176.0K
10,943
+1851%
