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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 26
增持 54
减持 53
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VB
VANGUARD INDEX FDS
-$157.2M
263,474
-76%
增持
IJR
ISHARES TR
+$107.2M
1,158,733
+1260%
减持
VGT
VANGUARD WORLD FDS
-$59.1M
114,823
-60%
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。
建仓
VIGI
VANGUARD WHITEHALL FDS
+$36.0M
479,677
减持
VTI
VANGUARD INDEX FDS
-$26.8M
1,037,626
-17%
减持
XLE
SELECT SECTOR SPDR TR
-$20.4M
561,601
-30%
增持
AVDV
AMERICAN CENTY ETF TR
+$20.1M
431,315
+439%
减持
COWZ
PACER FDS TR
-$14.7M
2,199,321
-14%
增持
AVEM
AMERICAN CENTY ETF TR
+$13.6M
1,538,542
+18%
减持
ABBV
ABBVIE INC
-$13.3M
66,759
-52%
减持
TLH
ISHARES TR
-$10.7M
830,191
-7%
建仓
MS
MORGAN STANLEY
+$9.1M
105,998
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.8M
506,630
+5%
减持
GDX
VANECK ETF TRUST
-$7.8M
1,398,304
-9%
减持
TGT
TARGET CORP
-$7.2M
4,211
-91%
建仓
MEDP
MEDPACE HLDGS INC
+$6.6M
27,358
增持
HON
HONEYWELL INTL INC
+$5.8M
47,684
+123%
建仓
FTNT
FORTINET INC
+$5.5M
73,124
清仓
CCK
CROWN HLDGS INC
-$5.3M
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$5.1M
31,362
+18%
减持
ORCL
ORACLE CORP
+$4.8M
185,838
-0%
清仓
KEY
KEYCORP
-$4.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$3.8M
27,731
-3%
减持
DIS
DISNEY WALT CO
-$3.8M
7,452
-83%
建仓
—
SOUTHWESTERN ENERGY CO
+$3.7M
617,763
减持
AAPL
APPLE INC
+$3.5M
188,596
-6%
增持
PG
PROCTER AND GAMBLE CO
+$3.5M
38,319
+142%
减持
DHI
D R HORTON INC
+$3.4M
148,196
-1%
增持
NEE
NEXTERA ENERGY INC
+$3.4M
86,540
+118%
建仓
—
TOTALENERGIES SE
+$3.2M
54,832
清仓
—
BARRICK GOLD CORP
-$3.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$3.0M
99,611
+3%
增持
FNV
FRANCO NEV CORP
+$3.0M
88,418
+33%
减持
CRM
SALESFORCE INC
-$2.8M
56,788
-23%
建仓
AEM
AGNICO EAGLE MINES LTD
+$2.7M
54,790
减持
AVUV
AMERICAN CENTY ETF TR
-$2.7M
1,222,214
-7%
增持
FCX
FREEPORT-MCMORAN INC
+$2.6M
417,706
+21%
增持
—
EATON CORP PLC
+$2.5M
39,786
+24%
建仓
WMB
WILLIAMS COS INC
+$2.4M
74,472
增持
UFPT
UFP TECHNOLOGIES INC
+$2.2M
29,089
+9%
减持
AMAT
APPLIED MATLS INC
-$2.1M
63,782
-31%
减持
GOOGL
ALPHABET INC
-$2.1M
29,579
-45%
减持
MSFT
MICROSOFT CORP
+$2.1M
56,825
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
31,651
+14%
减持
KSS
KOHLS CORP
-$1.9M
105,989
-42%
减持
LUV
SOUTHWEST AIRLS CO
-$1.8M
13,347
-81%
减持
SCHW
SCHWAB CHARLES CORP
-$1.7M
11,460
-75%
增持
—
LINDE PLC
+$1.7M
41,631
+5%
增持
MRK
MERCK & CO INC
+$1.6M
150,850
+1%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
77,835
+4%
减持
WEC
WEC ENERGY GROUP INC
-$1.6M
180,597
-2%
增持
V
VISA INC
+$1.5M
83,601
+3%
增持
VLO
VALERO ENERGY CORP
-$1.5M
80,426
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
25,345
+4%
增持
—
WORLD WRESTLING ENTMT INC
+$1.4M
34,258
+37%
减持
SPSM
SPDR SER TR
-$1.4M
464,543
-10%
增持
BLMN
BLOOMIN BRANDS INC
+$1.3M
189,996
+29%
减持
DVN
DEVON ENERGY CORP NEW
-$1.3M
26,386
-48%
减持
KMB
KIMBERLY-CLARK CORP
-$1.3M
27,019
-28%
增持
ENPH
ENPHASE ENERGY INC
+$1.2M
15,439
+140%
增持
FIS
FIDELITY NATL INFORMATION SV
+$1.2M
35,425
+162%
增持
F
FORD MTR CO DEL
+$1.2M
379,066
+4%
增持
AOS
SMITH A O CORP
+$1.2M
112,123
+11%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
7,335
+6%
增持
BCPC
BALCHEM CORP
+$1.0M
27,930
+28%
增持
MUB
ISHARES TR
+$958.2K
169,492
+7%
增持
QCOM
QUALCOMM INC
+$923.8K
64,481
+22%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$921.1K
43,378
-29%
减持
EOG
EOG RES INC
-$860.9K
6,243
-55%
增持
SFM
SPROUTS FMRS MKT INC
+$805.1K
127,222
+15%
增持
IVV
ISHARES TR
+$769.9K
13,276
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$744.3K
6,782
-9%
减持
BA
BOEING CO
-$734.1K
1,504
-70%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$720.0K
114,727
-1%
增持
ABT
ABBOTT LABS
+$699.3K
87,060
+0%
增持
CTAS
CINTAS CORP
+$654.5K
12,916
+4%
增持
HD
HOME DEPOT INC
+$602.3K
29,887
+2%
建仓
ITOT
ISHARES TR
+$592.4K
6,054
减持
MRSH
MARSH & MCLENNAN COS INC
+$586.2K
50,597
-6%
增持
COP
CONOCOPHILLIPS
+$533.1K
66,274
+4%
增持
PSX
PHILLIPS 66
-$524.6K
105,263
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$513.5K
18,285
-47%
建仓
RELL
RICHARDSON ELECTRS LTD
+$505.3K
30,623
清仓
HYMB
SPDR SER TR
-$502.8K
0
-100%
建仓
RICK
RCI HOSPITALITY HLDGS INC
+$502.5K
6,613
增持
FCFS
FIRSTCASH HOLDINGS INC
+$473.1K
37,818
+18%
增持
UNP
UNION PAC CORP
+$449.9K
44,641
+3%
增持
JNJ
JOHNSON & JOHNSON
+$439.2K
37,377
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$434.3K
27,223
-29%
减持
XLV
SELECT SECTOR SPDR TR
-$407.1K
88,850
-6%
清仓
VPU
VANGUARD WORLD FDS
-$398.4K
0
-100%
增持
PSA
PUBLIC STORAGE
+$390.4K
10,763
+18%
增持
ALL
ALLSTATE CORP
+$386.2K
51,790
+9%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$385.0K
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$378.7K
18,822
-4%
减持
BAC
BANK AMERICA CORP
-$373.5K
8,269
-61%
清仓
SUB
ISHARES TR
-$371.6K
0
-100%
减持
SPTM
SPDR SER TR
+$344.1K
332,638
-6%
建仓
PRU
PRUDENTIAL FINL INC
+$339.1K
3,843
减持
SCHB
SCHWAB STRATEGIC TR
-$311.5K
12,874
-37%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$306.4K
6,890
+4%
清仓
XLI
SELECT SECTOR SPDR TR
-$304.2K
0
-100%
建仓
AFL
AFLAC INC
+$301.2K
4,315
减持
MINT
PIMCO ETF TR
-$287.3K
13,034
-19%
减持
COR
AMERISOURCEBERGEN CORP
-$285.3K
1,361
-60%
建仓
—
AON PLC
+$285.0K
825
建仓
NSC
NORFOLK SOUTHN CORP
+$283.7K
1,251
建仓
VET
VERMILION ENERGY INC
+$282.0K
22,649
减持
LLY
LILLY ELI & CO
+$277.0K
2,238
-1%
建仓
JOE
ST JOE CO
+$276.6K
5,722
建仓
HCC
WARRIOR MET COAL INC
+$272.2K
6,987
减持
IWF
ISHARES TR
+$268.4K
8,731
-0%
建仓
NSSC
NAPCO SEC TECHNOLOGIES INC
+$266.0K
7,676
减持
BSV
VANGUARD BD INDEX FDS
-$259.4K
12,632
-20%
建仓
AVGO
BROADCOM INC
+$258.1K
297
增持
TSLA
TESLA INC
+$256.0K
4,685
+0%
清仓
EGAN
EGAIN CORP
-$251.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$249.8K
8,434
+70%
清仓
DVY
ISHARES TR
-$242.8K
0
-100%
清仓
CNP
CENTERPOINT ENERGY INC
-$232.3K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$229.6K
0
-100%
建仓
TM
TOYOTA MOTOR CORP
+$225.1K
1,400
建仓
EXAS
EXACT SCIENCES CORP
+$225.0K
2,396
增持
LMAT
LEMAITRE VASCULAR INC
+$220.4K
9,856
+15%
建仓
IEFA
ISHARES TR
+$219.4K
3,250
清仓
LMT
LOCKHEED MARTIN CORP
-$219.3K
0
-100%
建仓
SO
SOUTHERN CO
+$218.1K
3,104
建仓
—
NVENT ELECTRIC PLC
+$212.6K
4,113
清仓
DHR
DANAHER CORPORATION
-$212.5K
0
-100%
清仓
WPC
WP CAREY INC
-$211.7K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$208.3K
6,335
-49%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$207.4K
3,468
清仓
NTAP
NETAPP INC
-$202.9K
0
-100%
减持
AGG
ISHARES TR
-$189.9K
14,144
-11%
减持
PM
PHILIP MORRIS INTL INC
-$186.2K
39,269
-5%
增持
META
META PLATFORMS INC
+$173.1K
1,781
+12%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$168.7K
4,322
-8%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$168.7K
0
-100%
减持
GNRC
GENERAC HLDGS INC
-$160.8K
33,774
-30%
增持
—
PHYSICIANS RLTY TR
-$154.8K
164,895
+0%
减持
USB
US BANCORP DEL
-$150.4K
18,005
-13%
增持
CVX
CHEVRON CORP NEW
+$148.3K
88,503
+5%
增持
—
SAPIENS INTL CORP N V
+$144.5K
21,450
+9%
增持
MHO
M/I HOMES INC
+$138.3K
4,021
+19%
减持
VPG
VISHAY PRECISION GROUP INC
-$134.7K
7,631
-24%
减持
GLD
SPDR GOLD TR
-$133.2K
1,672
-29%
增持
MCD
MCDONALDS CORP
+$130.7K
3,155
+9%
增持
—
ZIM INTEGRATED SHIPPING SERV
-$128.0K
21,802
+29%
减持
SPY
SPDR S&P 500 ETF TR
+$126.9K
7,937
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$118.4K
3,578
+70%
