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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 28
增持 60
减持 46
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$141.5M
4,205,639
+149%
减持
TLT
ISHARES TR
-$125.4M
21,956
-98%
增持
TLH
ISHARES TR
+$114.7M
1,761,192
+171%
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
AVUS
AMERICAN CENTY ETF TR
+$105.4M
2,589,189
+67%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$78.8M
898,754
+80%
减持
VTI
VANGUARD INDEX FDS
-$67.0M
142,263
-68%
清仓
XLC
SELECT SECTOR SPDR TR
-$39.4M
0
-100%
建仓
ZROZ
PIMCO ETF TR
+$31.4M
396,279
减持
IJR
ISHARES TR
-$25.2M
187,018
-56%
建仓
SMTH
ALPS ETF TR
+$24.7M
961,611
增持
AVEM
AMERICAN CENTY ETF TR
+$21.9M
2,309,443
+16%
增持
META
META PLATFORMS INC
+$20.9M
51,430
+345%
减持
AGG
ISHARES TR
-$20.2M
20,346
-91%
减持
MUB
ISHARES TR
-$16.8M
13,514
-92%
增持
COWZ
PACER FDS TR
+$16.0M
2,462,464
+1%
增持
AVDE
AMERICAN CENTY ETF TR
+$14.4M
2,075,377
+6%
增持
IQLT
ISHARES TR
+$12.8M
3,409,543
+5%
减持
VB
VANGUARD INDEX FDS
-$11.7M
74,478
-45%
建仓
APP
APPLOVIN CORP
+$11.6M
168,234
增持
NVDA
NVIDIA CORPORATION
+$10.9M
25,680
+3%
建仓
MELI
MERCADOLIBRE INC
+$10.3M
6,813
建仓
NOW
SERVICENOW INC
+$10.2M
13,400
减持
ADBE
ADOBE INC
-$8.8M
28,707
-27%
增持
MRK
MERCK & CO INC
+$8.4M
243,786
+12%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$8.3M
234,594
+588%
建仓
QLTY
2023 ETF SERIES TRUST II
+$8.2M
277,599
减持
QUAL
ISHARES TR
-$7.9M
51,989
-53%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$7.9M
31,481
增持
AMZN
AMAZON COM INC
+$7.9M
172,590
+13%
减持
WEC
WEC ENERGY GROUP INC
-$7.8M
137,482
-39%
减持
VGT
VANGUARD WORLD FD
+$7.3M
188,123
-0%
减持
—
SOUTHWESTERN ENERGY CO
-$6.2M
26,041
-97%
增持
PSX
PHILLIPS 66
+$6.1M
121,608
+17%
增持
FCX
FREEPORT-MCMORAN INC
+$5.8M
563,489
+16%
减持
HON
HONEYWELL INTL INC
-$5.8M
39,021
-41%
减持
AAPL
APPLE INC
-$5.7M
194,808
-4%
增持
AVDV
AMERICAN CENTY ETF TR
+$5.6M
947,666
+4%
增持
CVX
CHEVRON CORP NEW
+$5.2M
132,792
+26%
增持
MEDP
MEDPACE HLDGS INC
+$5.1M
41,438
+9%
增持
CRM
SALESFORCE INC
+$5.0M
88,207
+8%
增持
—
SUPER MICRO COMPUTER INC
+$5.0M
5,514
+176%
清仓
ITM
VANECK ETF TRUST
-$5.0M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$4.9M
37,582
+10%
增持
AOS
SMITH A O CORP
+$4.4M
205,447
+21%
增持
UFPT
UFP TECHNOLOGIES INC
+$4.3M
46,489
+8%
减持
GOOGL
ALPHABET INC
-$4.3M
37,166
-48%
清仓
HYMB
SPDR SER TR
-$4.2M
0
-100%
增持
SFM
SPROUTS FMRS MKT INC
+$4.0M
197,789
+8%
减持
HYG
ISHARES TR
-$4.0M
9,204
-85%
增持
FNV
FRANCO NEV CORP
+$3.9M
133,702
+23%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.8M
12,218
+16%
增持
V
VISA INC
+$3.8M
114,022
+6%
减持
ORCL
ORACLE CORP
-$3.6M
160,497
-29%
减持
VTEB
VANGUARD MUN BD FDS
-$3.6M
9,352
-88%
增持
—
LINDE PLC
+$3.6M
44,557
+7%
增持
CTAS
CINTAS CORP
+$3.5M
27,256
+8%
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
101,443
+3%
清仓
BND
VANGUARD BD INDEX FDS
-$3.5M
0
-100%
减持
DHI
D R HORTON INC
-$3.4M
7,670
-75%
建仓
AEM
AGNICO EAGLE MINES LTD
+$3.3M
55,459
增持
F
FORD MTR CO DEL
+$3.3M
273,132
+873%
增持
BX
BLACKSTONE INC
+$3.3M
28,927
+617%
减持
AVUV
AMERICAN CENTY ETF TR
+$3.3M
1,018,539
-1%
减持
HYD
VANECK ETF TRUST
-$3.3M
9,402
-87%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$3.2M
80,596
+24%
增持
TKO
TKO GROUP HOLDINGS INC
+$3.1M
165,910
+21%
减持
MINT
PIMCO ETF TR
-$3.1M
5,099
-86%
减持
AMAT
APPLIED MATLS INC
+$3.1M
94,011
-7%
减持
EQIX
EQUINIX INC
-$2.9M
507
-88%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$2.8M
20,994
-33%
减持
CELH
CELSIUS HLDGS INC
+$2.6M
98,966
-4%
增持
MS
MORGAN STANLEY
+$2.6M
238,497
+12%
减持
MSFT
MICROSOFT CORP
+$2.5M
63,599
-1%
建仓
HPQ
HP INC
+$2.5M
81,858
减持
HD
HOME DEPOT INC
-$2.4M
18,120
-33%
减持
SPSM
SPDR SER TR
-$2.4M
179,914
-25%
清仓
—
PHYSICIANS RLTY TR
-$2.2M
0
-100%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$2.2M
115,790
增持
—
EATON CORP PLC
+$2.1M
27,937
+2%
增持
BLMN
BLOOMIN BRANDS INC
+$2.0M
295,261
+28%
增持
ROL
ROLLINS INC
+$1.9M
179,282
+22%
减持
CSCO
CISCO SYS INC
-$1.6M
81,896
-27%
减持
ABBV
ABBVIE INC
+$1.5M
63,876
-2%
增持
IPAR
INTER PARFUMS INC
+$1.4M
53,111
+27%
减持
SPTM
SPDR SER TR
+$1.3M
292,287
-2%
增持
KSS
KOHLS CORP
+$1.2M
164,603
+32%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
10,468
+16%
增持
LLY
ELI LILLY & CO
+$1.2M
4,332
+14%
建仓
NVO
NOVO-NORDISK A S
+$1.1M
8,891
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.1M
56,149
+2%
建仓
LYTS
LSI INDS INC OHIO
+$1.1M
72,165
增持
GNRC
GENERAC HLDGS INC
+$1.1M
58,999
+20%
增持
UNP
UNION PAC CORP
+$1.1M
61,851
+7%
增持
COP
CONOCOPHILLIPS
+$934.6K
61,889
+3%
减持
SCZ
ISHARES TR
-$843.6K
10,944
-56%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$799.0K
7,563
-66%
增持
XLV
SELECT SECTOR SPDR TR
+$705.3K
54,763
+1%
增持
VOO
VANGUARD INDEX FDS
+$689.6K
3,181
+66%
增持
EGY
VAALCO ENERGY INC
+$678.1K
221,595
+15%
清仓
VET
VERMILION ENERGY INC
-$667.9K
0
-100%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$636.0K
0
-100%
建仓
SHAK
SHAKE SHACK INC
+$633.0K
6,085
建仓
CEG
CONSTELLATION ENERGY CORP
+$626.7K
3,390
清仓
XLF
SELECT SECTOR SPDR TR
-$621.8K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$603.4K
35,315
+1%
增持
ALL
ALLSTATE CORP
+$600.4K
5,537
+117%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$591.9K
65,324
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$583.2K
6,664
+7%
建仓
VO
VANGUARD INDEX FDS
+$578.3K
2,315
减持
TSLA
TESLA INC
-$570.8K
4,417
-19%
建仓
VCTR
VICTORY CAP HLDGS INC
+$555.5K
13,092
增持
WMB
WILLIAMS COS INC
+$539.0K
97,923
+4%
建仓
JBI
JANUS INTERNATIONAL GROUP IN
+$532.9K
35,224
清仓
KE
KIMBALL ELECTRONICS INC
-$517.4K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$511.5K
0
-100%
增持
—
EXXON MOBIL CORP
+$502.9K
15,592
+19%
清仓
WINA
WINMARK CORP
-$497.1K
0
-100%
减持
VLO
VALERO ENERGY CORP
+$490.6K
45,652
-19%
清仓
TTD
THE TRADE DESK INC
-$484.7K
0
-100%
清仓
HCC
WARRIOR MET COAL INC
-$480.3K
0
-100%
建仓
PLAB
PHOTRONICS INC
+$474.6K
16,757
清仓
SOXX
ISHARES TR
-$466.1K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$451.6K
12,411
+5%
建仓
GNR
SPDR INDEX SHS FDS
+$439.2K
7,582
减持
VIGI
VANGUARD WHITEHALL FDS
-$429.9K
2,595
-68%
建仓
HDEF
DBX ETF TR
+$410.0K
16,619
减持
VZ
VERIZON COMMUNICATIONS INC
+$406.5K
101,246
-1%
建仓
IWP
ISHARES TR
+$404.1K
3,540
减持
XLK
SELECT SECTOR SPDR TR
-$384.7K
4,781
-33%
减持
QCOM
QUALCOMM INC
-$383.6K
24,290
-22%
减持
BA
BOEING CO
-$382.9K
1,350
-45%
增持
IWF
ISHARES TR
+$378.7K
7,974
+5%
减持
DOV
DOVER CORP
+$369.5K
23,121
-5%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$363.8K
2,350
+74%
减持
GS
GOLDMAN SACHS GROUP INC
+$363.0K
19,122
-3%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$358.5K
352,415
+13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$335.2K
7,919
-1%
建仓
IWS
ISHARES TR
+$331.7K
2,647
建仓
ECL
ECOLAB INC
+$325.8K
1,411
增持
LMAT
LEMAITRE VASCULAR INC
+$325.6K
26,149
+5%
清仓
PANW
PALO ALTO NETWORKS INC
-$324.7K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
+$317.4K
28,971
-5%
建仓
FOUR
SHIFT4 PMTS INC
+$311.6K
4,716
清仓
XLI
SELECT SECTOR SPDR TR
-$310.7K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$299.7K
3,758
建仓
MRVL
MARVELL TECHNOLOGY INC
+$299.4K
4,224
建仓
WFC
WELLS FARGO CO NEW
+$298.0K
5,142
减持
LPLA
LPL FINL HLDGS INC
+$289.8K
11,618
-5%
减持
FISV
FISERV INC
+$286.9K
12,880
-3%
建仓
DEM
WISDOMTREE TR
+$283.2K
6,768
