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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 26
增持 77
减持 28
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
AVUS
AMERICAN CENTY ETF TR
+$126.3M
1,548,660
建仓
IQLT
ISHARES TR
+$122.5M
3,260,381
建仓
AVDE
AMERICAN CENTY ETF TR
+$117.8M
1,950,051
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
JQUA
J P MORGAN EXCHANGE TRADED F
+$80.9M
1,690,182
减持
IJR
ISHARES TR
-$73.8M
423,565
-67%
增持
TLH
ISHARES TR
+$63.7M
649,197
+877%
增持
VGT
VANGUARD WORLD FDS
+$46.1M
188,711
+73%
增持
COWZ
PACER FDS TR
+$43.3M
2,444,746
+44%
建仓
XLC
SELECT SECTOR SPDR TR
+$39.4M
542,104
减持
VIGI
VANGUARD WHITEHALL FDS
-$36.3M
8,084
-98%
增持
AGG
ISHARES TR
+$20.7M
223,326
+1313%
增持
TLT
ISHARES TR
+$18.0M
1,288,716
+4%
增持
AVEM
AMERICAN CENTY ETF TR
+$15.7M
1,986,239
+9%
清仓
FTNT
FORTINET INC
-$11.9M
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
+$11.6M
1,026,556
-1%
增持
CRM
SALESFORCE INC
+$11.0M
81,825
+58%
减持
VB
VANGUARD INDEX FDS
-$10.0M
134,625
-34%
增持
AVDV
AMERICAN CENTY ETF TR
+$9.9M
909,590
+12%
减持
DHI
D R HORTON INC
-$9.5M
30,763
-77%
增持
TKO
TKO GROUP HOLDINGS INC
+$7.0M
137,545
+174%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.0M
500,638
-1%
增持
AMZN
AMAZON COM INC
+$6.3M
153,112
+15%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$6.2M
10,399
-91%
增持
AMAT
APPLIED MATLS INC
+$6.2M
100,803
+37%
增持
MSFT
MICROSOFT CORP
+$6.0M
64,431
+12%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$5.9M
51,608
+964%
增持
GOOGL
ALPHABET INC
+$5.8M
70,816
+128%
增持
V
VISA INC
+$5.7M
107,699
+11%
建仓
CELH
CELSIUS HLDGS INC
+$5.6M
102,639
增持
AAPL
APPLE INC
+$5.3M
203,339
+3%
增持
COST
COSTCO WHSL CORP NEW
+$5.1M
34,264
+10%
增持
MRK
MERCK & CO INC
+$5.0M
218,356
+20%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$5.0M
313,196
建仓
ITM
VANECK ETF TRUST
+$5.0M
106,156
增持
ADBE
ADOBE INC
+$4.9M
39,068
+9%
建仓
HYG
ISHARES TR
+$4.7M
60,513
增持
AVGO
BROADCOM INC
+$4.6M
6,416
+106%
增持
QUAL
ISHARES TR
+$4.5M
111,591
+23%
增持
AOS
SMITH A O CORP
+$4.4M
170,114
+17%
减持
SPSM
SPDR SER TR
-$4.3M
241,296
-38%
建仓
AMGN
AMGEN INC
+$4.3M
14,806
增持
CTAS
CINTAS CORP
+$4.1M
25,188
+10%
清仓
PSA
PUBLIC STORAGE
-$4.1M
0
-100%
增持
HYMB
SPDR SER TR
+$4.0M
165,665
+1695%
清仓
—
LIVENT CORP
-$3.8M
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$3.8M
65,304
建仓
HYD
VANECK ETF TRUST
+$3.7M
72,533
增持
MEDP
MEDPACE HLDGS INC
+$3.6M
38,152
+14%
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
98,854
+8%
增持
META
META PLATFORMS INC
+$3.5M
11,545
+533%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.5M
101,903
+781%
建仓
BND
VANGUARD BD INDEX FDS
+$3.5M
46,915
清仓
—
NXP SEMICONDUCTORS N V
-$3.4M
0
-100%
增持
UNP
UNION PAC CORP
+$3.4M
57,597
+9%
建仓
EQIX
EQUINIX INC
+$3.3M
4,137
增持
VTEB
VANGUARD MUN BD FDS
+$3.3M
79,060
+399%
减持
VTI
VANGUARD INDEX FDS
-$3.3M
438,434
-13%
增持
MS
MORGAN STANLEY
+$3.2M
212,922
+5%
增持
HON
HONEYWELL INTL INC
+$3.1M
65,774
+14%
增持
MINT
PIMCO ETF TR
+$3.0M
36,039
+559%
减持
MO
ALTRIA GROUP INC
-$3.0M
21,392
-76%
增持
—
LINDE PLC
+$2.9M
41,722
+9%
减持
KMB
KIMBERLY-CLARK CORP
-$2.9M
4,486
-84%
建仓
LPLA
LPL FINL HLDGS INC
+$2.8M
12,211
减持
PM
PHILIP MORRIS INTL INC
-$2.8M
13,291
-69%
增持
FCX
FREEPORT-MCMORAN INC
+$2.7M
485,114
+1%
清仓
AEM
AGNICO EAGLE MINES LTD
-$2.6M
0
-100%
增持
PSX
PHILLIPS 66
+$2.6M
103,606
+11%
减持
XLV
SELECT SECTOR SPDR TR
-$2.6M
54,148
-30%
增持
WEC
WEC ENERGY GROUP INC
+$2.5M
226,560
+10%
增持
UFPT
UFP TECHNOLOGIES INC
+$2.4M
42,925
+40%
减持
QCOM
QUALCOMM INC
-$2.4M
31,085
-50%
减持
NEE
NEXTERA ENERGY INC
-$2.2M
7,159
-85%
减持
IPAR
INTER PARFUMS INC
-$2.1M
41,852
-31%
增持
ROL
ROLLINS INC
+$1.9M
146,515
+22%
增持
SFM
SPROUTS FMRS MKT INC
+$1.8M
182,340
+13%
减持
ABT
ABBOTT LABS
-$1.8M
63,207
-30%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
24,860
-23%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.7M
10,494
+15%
增持
CSCO
CISCO SYS INC
+$1.6M
112,128
+48%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.6M
31,549
+24%
建仓
SCZ
ISHARES TR
+$1.5M
24,825
增持
GNRC
GENERAC HLDGS INC
+$1.5M
49,169
+11%
增持
ORCL
ORACLE CORP
+$1.5M
225,646
+7%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$1.5M
65,001
+18%
增持
FNV
FRANCO NEV CORP
-$1.5M
108,326
+7%
减持
SPTM
SPDR SER TR
+$1.3M
298,538
-3%
增持
IVV
ISHARES TR
+$1.2M
13,831
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
35,941
+2%
增持
—
SOUTHWESTERN ENERGY CO
+$1.1M
977,353
+19%
增持
CVX
CHEVRON CORP NEW
-$1.1M
105,244
+6%
减持
MUB
ISHARES TR
-$1.1M
168,552
-11%
增持
LLY
ELI LILLY & CO
+$1.0M
3,797
+69%
增持
KSS
KOHLS CORP
+$982.0K
125,002
+1%
减持
COP
CONOCOPHILLIPS
-$974.3K
59,814
-9%
减持
GS
GOLDMAN SACHS GROUP INC
+$858.7K
19,763
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$816.8K
9,010
+11%
增持
—
EATON CORP PLC
+$812.1K
27,412
+1%
清仓
EOG
EOG RES INC
-$791.4K
0
-100%
增持
LMAT
LEMAITRE VASCULAR INC
+$751.0K
24,834
+105%
建仓
MSTR
MICROSTRATEGY INC
+$749.1K
1,186
减持
BLMN
BLOOMIN BRANDS INC
-$655.4K
231,255
-21%
增持
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$653.7K
13,860
+213%
清仓
LNN
LINDSAY CORP
-$643.4K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$633.8K
8,039
+12%
增持
TRNS
TRANSCAT INC
+$624.1K
8,629
+165%
建仓
XLF
SELECT SECTOR SPDR TR
+$621.8K
16,536
增持
UTL
UNITIL CORP
+$616.1K
17,065
+159%
清仓
ITOT
ISHARES TR
-$570.3K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$521.2K
13,669
+218%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$518.9K
10,393
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$498.0K
34,100
+13%
建仓
TTD
THE TRADE DESK INC
+$484.7K
6,735
增持
QQQ
INVESCO QQQ TR
+$467.0K
3,681
+27%
建仓
SOXX
ISHARES TR
+$466.1K
809
建仓
FPI
FARMLAND PARTNERS INC
+$458.8K
36,764
增持
WMB
WILLIAMS COS INC
+$448.6K
94,086
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$416.9K
7,172
+22%
减持
CF
CF INDS HLDGS INC
-$381.4K
6,165
-39%
减持
HD
HOME DEPOT INC
+$372.0K
27,094
-9%
增持
FISV
FISERV INC
+$363.4K
13,336
+7%
增持
BA
BOEING CO
+$350.8K
2,468
+62%
清仓
HURC
HURCO CO
-$347.8K
0
-100%
增持
JOE
ST JOE CO
+$346.3K
15,223
+45%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$346.2K
1,592
-63%
增持
DCO
DUCOMMUN INC DEL
+$335.9K
17,399
+33%
建仓
CAT
CATERPILLAR INC
+$331.4K
1,120
建仓
PANW
PALO ALTO NETWORKS INC
+$324.7K
1,101
增持
NATH
NATHANS FAMOUS INC NEW
+$323.0K
10,690
+48%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$312.0K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$310.7K
2,726
增持
MCRI
MONARCH CASINO & RESORT INC
+$307.0K
12,889
+37%
清仓
AOA
ISHARES TR
-$306.0K
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$304.4K
55,183
+3%
清仓
—
PANGAEA LOGISTICS SOLUTION L
-$300.0K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$296.5K
0
-100%
清仓
—
MARATHON OIL CORP
-$296.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$293.5K
1,921
+38%
清仓
MHO
M/I HOMES INC
-$292.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$286.1K
34,982
-6%
增持
VET
VERMILION ENERGY INC
+$283.0K
55,382
+110%
清仓
SBUX
STARBUCKS CORP
-$275.8K
0
-100%
增持
—
LAM RESEARCH CORP
+$273.3K
761
+48%
清仓
RELL
RICHARDSON ELECTRS LTD
-$270.8K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$267.9K
1,436
清仓
SCHV
SCHWAB STRATEGIC TR
-$255.2K
0
-100%
增持
CTS
CTS CORP
+$252.1K
20,668
+32%
清仓
TM
TOYOTA MOTOR CORP
-$251.7K
0
-100%
增持
EGY
VAALCO ENERGY INC
+$251.5K
192,957
+38%
减持
JNJ
JOHNSON & JOHNSON
-$249.9K
34,267
-5%
