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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 87
减持 34
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES TR
-$229.8M
32,884
-99%
增持
USFR
WISDOMTREE TR
+$174.6M
3,517,653
+8648%
减持
VGT
VANGUARD WORLD FD
-$134.6M
33,420
-88%
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
COWZ
PACER FDS TR
-$130.1M
76,504
-97%
增持
AVDE
AMERICAN CENTY ETF TR
+$108.1M
5,760,406
+29%
增持
QLTY
2023 ETF SERIES TRUST II
+$97.5M
3,513,341
+539%
建仓
VFLO
VICTORY PORTFOLIOS II
+$96.3M
2,891,725
增持
AVUS
AMERICAN CENTY ETF TR
+$78.1M
3,393,936
+25%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$57.1M
2,572,322
-33%
增持
AVEM
AMERICAN CENTY ETF TR
+$27.7M
2,539,099
+14%
增持
AAPL
APPLE INC
+$27.2M
298,608
+49%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$21.7M
426,198
增持
SMTH
ALPS ETF TR
+$15.0M
1,631,326
+48%
增持
APP
APPLOVIN CORP
+$15.0M
242,219
+21%
建仓
HOOD
ROBINHOOD MKTS INC
+$14.8M
633,685
增持
UBND
VICTORY PORTFOLIOS II
+$14.6M
1,266,544
+99%
减持
JPM
JPMORGAN CHASE & CO.
-$11.2M
51,214
-53%
建仓
DPZ
DOMINOS PIZZA INC
+$10.5M
24,446
增持
META
META PLATFORMS INC
+$8.8M
70,057
+13%
增持
JSI
JANUS DETROIT STR TR
+$7.7M
247,915
+138%
清仓
CELH
CELSIUS HLDGS INC
-$7.5M
0
-100%
增持
GRBK
GREEN BRICK PARTNERS INC
+$7.3M
214,886
+15%
增持
V
VISA INC
+$7.2M
151,319
+15%
增持
ORCL
ORACLE CORP
+$6.8M
180,337
+6%
增持
TKO
TKO GROUP HOLDINGS INC
+$6.8M
234,398
+14%
增持
AVDV
AMERICAN CENTY ETF TR
+$6.6M
446,840
+16%
增持
SFM
SPROUTS FMRS MKT INC
+$6.4M
185,515
+10%
增持
MELI
MERCADOLIBRE INC
+$6.2M
10,795
+12%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
394,545
+17%
清仓
—
SUPER MICRO COMPUTER INC
-$6.2M
0
-100%
增持
CTAS
CINTAS CORP
+$5.7M
125,453
+336%
减持
AOS
SMITH A O CORP
-$5.1M
156,766
-33%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$5.1M
908,154
+0%
增持
MAMA
MAMAS CREATIONS INC
+$4.6M
714,308
+694%
增持
—
LINDE PLC
+$4.4M
58,760
+9%
增持
TOL
TOLL BROTHERS INC
+$4.4M
46,763
+91%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.3M
27,609
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.7M
41,955
+3%
减持
CSCO
CISCO SYS INC
-$3.7M
6,872
-92%
增持
IPAR
INTER PARFUMS INC
+$3.6M
86,736
+32%
增持
NOW
SERVICENOW INC
+$3.6M
18,476
+13%
增持
AMZN
AMAZON COM INC
+$3.3M
213,475
+13%
增持
IJR
ISHARES TR
+$3.3M
204,914
+6%
增持
UFPT
UFP TECHNOLOGIES INC
+$3.0M
45,868
+5%
增持
UNP
UNION PAC CORP
+$2.9M
62,632
+13%
增持
CRM
SALESFORCE INC
+$2.9M
75,685
+9%
增持
GNRC
GENERAC HLDGS INC
+$2.8M
75,102
+9%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$2.5M
36,080
+43%
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
26,165
+7%
增持
WEC
WEC ENERGY GROUP INC
+$2.4M
103,859
+7%
增持
MS
MORGAN STANLEY
+$2.1M
261,119
+1%
减持
CVX
CHEVRON CORP NEW
-$2.0M
136,455
-3%
增持
FNV
FRANCO NEV CORP
+$2.0M
127,857
+9%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.9M
41,101
+11%
增持
AMAT
APPLIED MATLS INC
+$1.9M
134,354
+26%
增持
FCX
FREEPORT-MCMORAN INC
+$1.8M
623,031
+3%
减持
PSX
PHILLIPS 66
-$1.8M
129,632
-3%
建仓
RPM
RPM INTL INC
+$1.8M
14,540
增持
MRK
MERCK & CO INC
+$1.7M
308,416
+15%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$1.7M
303,805
+13%
减持
TLH
ISHARES TR
-$1.5M
21,800
-42%
增持
USB
US BANCORP DEL
+$1.4M
46,893
+164%
减持
VTI
VANGUARD INDEX FDS
+$1.4M
136,295
-2%
减持
ABBV
ABBVIE INC
+$1.3M
63,010
-3%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.3M
93,269
+30%
增持
IESC
IES HLDGS INC
+$1.3M
10,015
+95%
增持
MEDP
MEDPACE HLDGS INC
-$1.3M
73,435
+17%
减持
HD
HOME DEPOT INC
+$1.3M
21,502
-1%
清仓
CTS
CTS CORP
-$1.2M
0
-100%
增持
WMB
WILLIAMS COS INC
+$1.2M
165,414
+11%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
22,508
-39%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.1M
59,386
+3%
增持
ABT
ABBOTT LABS
+$1.0M
69,851
+5%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$1.0M
966,688
+9%
建仓
YOU
CLEAR SECURE INC
+$1.0M
30,243
减持
IQLT
ISHARES TR
-$994.1K
30,170
-48%
减持
VB
VANGUARD INDEX FDS
+$967.1K
69,290
-2%
增持
VV
VANGUARD INDEX FDS
+$920.9K
5,079
+204%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$846.9K
8,572
+6%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$822.1K
19,657
+44%
增持
TRNS
TRANSCAT INC
+$772.5K
16,568
+61%
增持
VSTS
VESTIS CORPORATION
+$728.5K
258,948
+1%
减持
NVO
NOVO-NORDISK A S
-$706.8K
4,833
-46%
减持
SPTM
SPDR SER TR
+$694.5K
283,296
-2%
增持
—
EATON CORP PLC
+$682.5K
27,064
+2%
减持
COP
CONOCOPHILLIPS
-$661.8K
57,092
-2%
清仓
—
LAM RESEARCH CORP
-$614.4K
0
-100%
增持
HON
HONEYWELL INTL INC
+$611.6K
45,666
+10%
减持
GS
GOLDMAN SACHS GROUP INC
+$607.6K
18,197
-2%
增持
VOO
VANGUARD INDEX FDS
+$582.8K
4,143
+29%
增持
HWKN
HAWKINS INC
+$577.3K
13,861
+6%
增持
DCO
DUCOMMUN INC DEL
+$569.5K
27,183
+29%
增持
LYTS
LSI INDS INC OHIO
+$554.5K
106,283
+32%
清仓
PLAB
PHOTRONICS INC
-$527.1K
0
-100%
增持
—
SAPIENS INTL CORP N V
+$526.9K
49,242
+28%
增持
JNJ
JOHNSON & JOHNSON
+$522.3K
30,892
+1%
清仓
JBI
JANUS INTERNATIONAL GROUP IN
-$521.0K
0
-100%
减持
AGG
ISHARES TR
-$511.7K
8,407
-40%
减持
SPSM
SPDR SER TR
+$496.6K
168,591
-2%
增持
VPG
VISHAY PRECISION GROUP INC
+$492.3K
36,908
+142%
增持
JOE
ST JOE CO
+$491.6K
28,501
+33%
增持
VCTR
VICTORY CAP HLDGS INC
+$483.3K
24,806
+33%
增持
CEG
CONSTELLATION ENERGY CORP
+$461.8K
4,464
+28%
建仓
GLD
SPDR GOLD TR
+$444.6K
1,829
增持
GOOGL
ALPHABET INC
-$439.0K
39,034
+3%
增持
LMAT
LEMAITRE VASCULAR INC
+$425.8K
29,908
+5%
增持
—
GEOPARK LTD
+$419.1K
128,750
+137%
建仓
XYLD
GLOBAL X FDS
+$416.1K
10,026
清仓
SCHW
SCHWAB CHARLES CORP
-$415.0K
0
-100%
清仓
MINT
PIMCO ETF TR
-$410.0K
0
-100%
清仓
HDEF
DBX ETF TR
-$405.2K
0
-100%
增持
LPLA
LPL FINL HLDGS INC
+$404.5K
15,606
+35%
增持
MSTR
MICROSTRATEGY INC
+$386.7K
7,081
+1108%
清仓
BND
VANGUARD BD INDEX FDS
-$357.6K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$351.4K
11,509
-2%
增持
SYK
STRYKER CORPORATION
+$335.0K
8,314
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$330.4K
10,485
+0%
增持
NATH
NATHANS FAMOUS INC NEW
+$326.2K
14,732
+15%
增持
EGY
VAALCO ENERGY INC
+$322.5K
325,218
+32%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$318.1K
6,201
-1%
增持
BCPC
BALCHEM CORP
+$309.6K
5,537
+28%
增持
ADBE
ADOBE INC
+$304.4K
34,487
+9%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$296.7K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$290.0K
13,380
+2%
增持
KSS
KOHLS CORP
-$284.0K
200,789
+2%
建仓
IVE
ISHARES TR
+$278.7K
1,413
减持
DHI
D R HORTON INC
+$278.1K
6,388
-4%
增持
WEYS
WEYCO GROUP INC
+$277.7K
25,183
+32%
减持
VZ
VERIZON COMMUNICATIONS INC
+$275.7K
131,705
-4%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$271.2K
12,226
+72%
减持
DVN
DEVON ENERGY CORP NEW
-$266.4K
26,694
-3%
建仓
VTV
VANGUARD INDEX FDS
+$265.0K
1,518
减持
TSLA
TESLA INC
+$263.5K
4,252
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
+$260.5K
32,159
-0%
减持
AIZ
ASSURANT INC
+$259.7K
8,118
-0%
建仓
GEV
GE VERNOVA INC
+$253.2K
993
减持
ROL
ROLLINS INC
-$252.5K
7,600
-42%
增持
VLO
VALERO ENERGY CORP
+$252.3K
56,416
+20%
增持
AVGO
BROADCOM INC
+$250.9K
40,062
+866%
减持
HYG
ISHARES TR
-$247.0K
5,765
-37%
减持
LLY
ELI LILLY & CO
-$246.1K
4,221
-4%
减持
IVV
ISHARES TR
+$243.7K
12,210
-2%
建仓
LMT
LOCKHEED MARTIN CORP
+$235.6K
403
清仓
BA
BOEING CO
-$234.6K
0
-100%
建仓
SO
SOUTHERN CO
+$227.9K
2,527
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$224.8K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$224.3K
5,633
建仓
BLW
BLACKROCK LTD DURATION INCOM
+$223.1K
15,407
建仓
VOE
VANGUARD INDEX FDS
+$222.0K
1,324
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$220.8K
47,966
+3%
