小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 29
增持 73
减持 35
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$142.0M
1,228,616
+137%
增持
VB
VANGUARD INDEX FDS
+$77.9M
1,088,056
+53%
减持
SPTM
SPDR SER TR
-$56.1M
376,063
-78%
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
-$25.7M
526,550
-60%
增持
COWZ
PACER FDS TR
+$17.6M
2,571,262
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$13.6M
1,338,655
+3%
增持
HYG
ISHARES TR
+$13.6M
198,884
+1224%
增持
TLH
ISHARES TR
+$12.0M
893,708
+15%
增持
XLE
SELECT SECTOR SPDR TR
+$11.9M
750,440
+0%
减持
IJR
ISHARES TR
-$11.5M
86,340
-62%
增持
AVEM
AMERICAN CENTY ETF TR
+$10.0M
994,450
+14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.5M
473,013
+1%
减持
FFLG
FIDELITY COVINGTON TRUST
-$8.1M
10,210
-98%
减持
IVV
ISHARES TR
-$8.1M
10,862
-68%
减持
SPYM
SPDR SER TR
-$6.0M
61,756
-71%
减持
GLD
SPDR GOLD TR
-$5.9M
1,857
-95%
增持
FCX
FREEPORT-MCMORAN INC
+$5.8M
469,567
+6%
增持
VGT
VANGUARD WORLD FDS
+$5.6M
289,358
+2%
建仓
FNV
FRANCO NEV CORP
+$5.3M
39,175
增持
V
VISA INC
+$5.3M
78,701
+26%
减持
GDX
VANECK ETF TRUST
+$5.0M
1,545,233
-5%
增持
ORCL
ORACLE CORP
+$4.9M
185,715
+10%
增持
COP
CONOCOPHILLIPS
+$4.6M
69,904
+98%
增持
KEY
KEYCORP
+$4.0M
365,826
+149%
增持
MRK
MERCK & CO INC
+$3.9M
142,360
+3%
增持
DHI
D R HORTON INC
+$3.8M
165,184
+2%
减持
ABBV
ABBVIE INC
+$3.8M
141,890
-1%
增持
HD
HOME DEPOT INC
+$3.5M
29,727
+39%
增持
AMAT
APPLIED MATLS INC
+$3.4M
90,287
+38%
增持
CVX
CHEVRON CORP NEW
+$3.4M
83,182
+4%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
-$3.1M
39,601
-75%
增持
COST
COSTCO WHSL CORP NEW
+$3.1M
23,674
+45%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.0M
8,097
-45%
增持
CRM
SALESFORCE INC
+$2.7M
69,921
+54%
增持
—
LINDE PLC
+$2.7M
37,287
+7%
增持
BAC
BANK AMERICA CORP
+$2.7M
301,648
+25%
增持
PSX
PHILLIPS 66
+$2.7M
96,677
+6%
减持
CMCSA
COMCAST CORP NEW
-$2.6M
7,510
-92%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$2.4M
28,055
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.4M
24,573
+15%
增持
AMZN
AMAZON COM INC
-$2.3M
89,969
+4%
清仓
FDX
FEDEX CORP
-$2.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.2M
64,819
+13%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
20,330
+24%
增持
MRSH
MARSH & MCLENNAN COS INC
+$2.2M
18,076
+225%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$2.1M
8,802
减持
VUG
VANGUARD INDEX FDS
-$1.9M
2,593
-77%
增持
AOS
SMITH A O CORP
+$1.9M
99,611
+26%
增持
VLO
VALERO ENERGY CORP
+$1.8M
83,050
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
35,660
+19%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.5M
21,578
-64%
增持
MUB
ISHARES TR
+$1.5M
160,621
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$1.4M
98,647
+4%
减持
PFF
ISHARES TR
-$1.3M
55,366
-42%
减持
AGG
ISHARES TR
-$1.3M
20,906
-39%
增持
EOG
EOG RES INC
+$1.2M
13,785
+168%
增持
ABT
ABBOTT LABS
+$1.2M
63,836
+6%
增持
GNRC
GENERAC HLDGS INC
+$1.2M
43,877
+142%
增持
DVN
DEVON ENERGY CORP NEW
+$1.2M
35,427
+110%
增持
COR
AMERISOURCEBERGEN CORP
+$1.1M
32,983
+3%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
8,150
-1%
增持
HON
HONEYWELL INTL INC
+$1.1M
22,170
+1%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
33,937
+2%
增持
AAPL
APPLE INC
-$1.1M
217,174
+2%
减持
VPU
VANGUARD WORLD FDS
-$1.1M
2,777
-73%
增持
NOBL
PROSHARES TR
+$1.1M
14,607
+344%
减持
SUB
ISHARES TR
-$1.0M
3,550
-74%
增持
WEC
WEC ENERGY GROUP INC
+$981.0K
193,120
+1%
建仓
DGRO
ISHARES TR
+$950.0K
18,999
增持
UFPT
UFP TECHNOLOGIES INC
+$949.9K
24,276
+9%
减持
XLV
SELECT SECTOR SPDR TR
+$914.4K
94,129
-4%
增持
UNP
UNION PAC CORP
+$905.6K
42,230
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$885.7K
44,347
+63%
建仓
CF
CF INDS HLDGS INC
+$860.9K
10,104
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$837.0K
0
-100%
增持
CCK
CROWN HLDGS INC
+$762.4K
74,132
+13%
增持
LUV
SOUTHWEST AIRLS CO
+$750.0K
163,112
+6%
减持
—
EATON CORP PLC
+$733.7K
31,645
-0%
减持
TSLA
TESLA INC
-$714.8K
4,799
-3%
减持
PM
PHILIP MORRIS INTL INC
+$711.0K
44,283
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$677.6K
73,186
+8%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$647.2K
14,178
增持
BLMN
BLOOMIN BRANDS INC
+$642.4K
122,185
+23%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$635.0K
0
-100%
增持
DOV
DOVER CORP
+$632.7K
26,739
+4%
减持
CTAS
CINTAS CORP
-$588.6K
14,499
-21%
增持
ALL
ALLSTATE CORP
+$564.7K
48,486
+0%
清仓
SCHF
SCHWAB STRATEGIC TR
-$555.0K
0
-100%
建仓
PLOW
DOUGLAS DYNAMICS INC
+$551.8K
15,260
减持
CSCO
CISCO SYS INC
+$535.8K
71,658
-0%
建仓
FNDC
SCHWAB STRATEGIC TR
+$500.1K
15,998
增持
SFM
SPROUTS FMRS MKT INC
+$483.7K
92,112
+2%
增持
MO
ALTRIA GROUP INC
+$483.3K
90,708
+0%
清仓
SCHE
SCHWAB STRATEGIC TR
-$476.0K
0
-100%
减持
MPC
MARATHON PETE CORP
-$465.6K
1,902
-73%
增持
—
EXXON MOBIL CORP
+$447.4K
14,028
+11%
增持
—
BARRICK GOLD CORP
+$443.5K
163,009
+7%
清仓
SCHA
SCHWAB STRATEGIC TR
-$405.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$402.9K
17,471
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$385.5K
8,604
-16%
建仓
XLF
SELECT SECTOR SPDR TR
+$365.0K
10,672
增持
F
FORD MTR CO DEL
+$324.9K
329,652
+5%
减持
JNJ
JOHNSON & JOHNSON
+$320.8K
37,202
-3%
建仓
DCO
DUCOMMUN INC DEL
+$320.2K
6,410
增持
IDV
ISHARES TR
+$316.0K
65,133
+1%
清仓
IEFA
ISHARES TR
-$311.0K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$308.3K
4,315
+147%
增持
MINT
PIMCO ETF TR
+$298.2K
17,873
+21%
建仓
EGY
VAALCO ENERGY INC
+$293.8K
64,437
增持
SCZ
ISHARES TR
+$292.7K
8,724
+113%
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$290.2K
16,884
增持
HYMB
SPDR SER TR
+$283.6K
13,979
+67%
减持
XLB
SELECT SECTOR SPDR TR
-$278.3K
3,626
-56%
增持
—
MARATHON OIL CORP
+$276.0K
21,240
+60%
减持
BA
BOEING CO
-$275.8K
6,243
-48%
减持
BSV
VANGUARD BD INDEX FDS
-$273.2K
15,872
-19%
建仓
FGBI
FIRST GTY BANCSHARES INC
+$271.8K
11,592
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$270.1K
6,510
-0%
清仓
CTS
CTS CORP
-$269.0K
0
-100%
增持
TGT
TARGET CORP
+$268.8K
47,791
+3%
建仓
NATH
NATHANS FAMOUS INC NEW
+$267.8K
3,985
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$255.9K
3,642
增持
AOA
ISHARES TR
+$255.1K
42,880
+3%
减持
KMB
KIMBERLY-CLARK CORP
+$252.6K
45,713
-14%
建仓
XLU
SELECT SECTOR SPDR TR
+$251.0K
3,560
增持
DIS
DISNEY WALT CO
-$248.5K
43,295
+2%
增持
QCOM
QUALCOMM INC
+$246.2K
53,422
+7%
增持
CVS
CVS HEALTH CORP
+$242.2K
14,070
+25%
建仓
CNP
CENTERPOINT ENERGY INC
+$236.4K
7,884
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$234.1K
9,921
清仓
SO
SOUTHERN CO
-$234.0K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$231.5K
1,050
建仓
NKE
NIKE INC
+$231.1K
1,975
建仓
NFLX
NETFLIX INC
+$230.9K
783
建仓
AMGN
AMGEN INC
+$230.1K
876
增持
NEE
NEXTERA ENERGY INC
+$226.6K
39,995
+1%
建仓
LMT
LOCKHEED MARTIN CORP
+$225.7K
464
增持
ROK
ROCKWELL AUTOMATION INC
+$218.2K
2,078
+41%
建仓
SMH
VANECK ETF TRUST
+$215.5K
1,062
减持
UNH
UNITEDHEALTH GROUP INC
-$214.3K
11,840
-8%
建仓
TJX
TJX COS INC NEW
+$214.0K
2,689
建仓
WPC
WP CAREY INC
+$213.6K
2,733
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$213.0K
20,000
清仓
—
DISCOVER FINL SVCS
-$211.0K
0
-100%
建仓
ONEQ
FIDELITY COMWLTH TR
+$207.2K
5,057
清仓
TM
TOYOTA MOTOR CORP
-$203.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$201.2K
3,288
+47%
清仓
CI
CIGNA CORP NEW
-$201.0K
0
-100%
清仓
INTC
INTEL CORP
-$201.0K
0
-100%
建仓
ILCG
ISHARES TR
+$200.8K
4,125
