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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 87
减持 47
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
UBND
VICTORY PORTFOLIOS II
+$281.2M
16,731,387
+332%
减持
JAAA
JANUS DETROIT STR TR
-$172.8M
29,588
-99%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$154.7M
28,261
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。
-99%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$100.9M
6,827
-99%
减持
AVDE
AMERICAN CENTY ETF TR
-$77.8M
2,342,328
-38%
建仓
BWX
SPDR SERIES TRUST
+$73.5M
3,130,772
建仓
DFIC
DIMENSIONAL ETF TRUST
+$70.8M
2,277,634
增持
GFLW
VICTORY PORTFOLIOS II
+$65.7M
6,766,265
+31%
增持
IOO
ISHARES TR
+$48.8M
1,422,141
+31%
增持
AVUS
AMERICAN CENTY ETF TR
+$46.4M
2,585,372
+11%
增持
SMTH
ALPS ETF TR
+$42.4M
5,143,368
+47%
增持
NVDA
NVIDIA CORPORATION
+$36.1M
601,418
+11%
增持
VFLO
VICTORY PORTFOLIOS II
+$32.0M
3,173,134
+36%
增持
AVGO
BROADCOM INC
+$30.8M
210,989
+29%
建仓
ISRG
INTUITIVE SURGICAL INC
+$30.8M
56,628
减持
HOOD
ROBINHOOD MKTS INC
+$30.7M
654,878
-11%
增持
META
META PLATFORMS INC
+$29.1M
130,770
+12%
减持
UNH
UNITEDHEALTH GROUP INC
-$25.6M
18,018
-70%
增持
AMZN
AMAZON COM INC
+$25.2M
408,477
+21%
增持
ORCL
ORACLE CORP
+$24.2M
251,615
+14%
减持
MRK
MERCK & CO INC
-$24.0M
11,129
-96%
增持
—
SPOTIFY TECHNOLOGY S A
+$22.5M
53,984
+57%
增持
UBER
UBER TECHNOLOGIES INC
+$21.9M
552,662
+36%
增持
MELI
MERCADOLIBRE INC
+$21.5M
19,695
+28%
增持
TKO
TKO GROUP HOLDINGS INC
+$18.3M
373,059
+15%
减持
QLTY
2023 ETF SERIES TRUST II
-$17.4M
688,515
-47%
清仓
IPAR
INTERPARFUMS INC
-$17.1M
0
-100%
增持
MSFT
MICROSOFT CORP
+$17.1M
116,541
+7%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$16.0M
840,952
增持
MFSI
MFS ACTIVE EXCHANGE TRADED F
+$15.8M
2,522,840
+16%
增持
OSEA
HARBOR ETF TRUST
+$15.4M
2,416,917
+16%
增持
LMAT
LEMAITRE VASCULAR INC
+$15.3M
219,667
+535%
增持
GSHD
GOOSEHEAD INS INC
+$13.2M
136,564
+1249%
增持
—
ASML HOLDING N V
+$12.6M
58,823
+13%
增持
FCX
FREEPORT-MCMORAN INC
+$12.5M
916,899
+27%
减持
AVEM
AMERICAN CENTY ETF TR
+$12.4M
1,767,726
-2%
建仓
—
GLOBAL E ONLINE LTD
+$12.2M
363,459
增持
VCTR
VICTORY CAP HLDGS INC
+$10.2M
520,028
+32%
增持
NTNX
NUTANIX INC
+$9.6M
613,264
+15%
增持
MS
MORGAN STANLEY
+$9.3M
307,868
+5%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$8.8M
416,668
-47%
增持
V
VISA INC
+$8.3M
203,889
+11%
增持
UFPT
UFP TECHNOLOGIES INC
+$7.7M
118,593
+13%
增持
AVDV
AMERICAN CENTY ETF TR
+$7.3M
421,957
+13%
增持
GRBK
GREEN BRICK PARTNERS INC
+$7.0M
546,427
+16%
增持
—
AMER SPORTS INC
+$6.3M
380,989
+20%
增持
GNRC
GENERAC HLDGS INC
+$6.0M
178,133
+16%
增持
SFM
SPROUTS FMRS MKT INC
+$5.8M
198,583
+13%
增持
WM
WASTE MGMT INC DEL
+$5.4M
25,810
+985%
增持
CRM
SALESFORCE INC
+$4.8M
136,195
+13%
增持
COST
COSTCO WHSL CORP NEW
+$4.5M
35,554
+9%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$4.2M
565,079
+1369%
增持
SMCI
SUPER MICRO COMPUTER INC
+$3.7M
250,233
+0%
清仓
VSTS
VESTIS CORPORATION
-$3.7M
0
-100%
增持
GDDY
GODADDY INC
+$3.7M
127,319
+19%
增持
—
LINDE PLC
+$3.6M
83,011
+9%
建仓
CPRT
COPART INC
+$3.5M
72,240
增持
CTAS
CINTAS CORP
+$3.3M
102,290
+8%
减持
VTI
VANGUARD INDEX FDS
+$3.1M
125,182
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
55,463
-4%
增持
DPZ
DOMINOS PIZZA INC
+$2.9M
52,128
+16%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
-$2.8M
1,856,898
+2%
减持
DOV
DOVER CORP
-$2.8M
4,272
-79%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
53,341
+2%
增持
—
EATON CORP PLC
+$2.6M
28,383
+2%
减持
VGT
VANGUARD WORLD FD
+$2.5M
27,924
-5%
增持
NEE
NEXTERA ENERGY INC
+$2.3M
46,255
+246%
增持
HON
HONEYWELL INTL INC
+$2.1M
55,454
+8%
清仓
—
NXP SEMICONDUCTORS N V
-$2.0M
0
-100%
增持
CSCO
CISCO SYS INC
+$2.0M
51,239
+98%
增持
IESC
IES HLDGS INC
+$1.9M
13,976
+4%
增持
CVX
CHEVRON CORP NEW
-$1.8M
197,116
+10%
减持
COP
CONOCOPHILLIPS
-$1.8M
35,846
-25%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.8M
76,997
+16%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.7M
69,130
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
12,730
+16%
减持
ABBV
ABBVIE INC
-$1.6M
56,510
-2%
增持
WMB
WILLIAMS COS INC
+$1.6M
193,878
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
15,727
+27%
减持
MAMA
MAMAS CREATIONS INC
-$1.5M
604,750
-40%
增持
GOOGL
ALPHABET INC
+$1.4M
47,974
+5%
减持
SO
SOUTHERN CO
-$1.1M
48,378
-20%
增持
UTI
UNIVERSAL TECHNICAL INST INC
+$1.1M
66,435
+49%
减持
SPTM
SPDR SERIES TRUST
+$1.1M
254,583
-4%
减持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
12,876
-13%
增持
HWKN
HAWKINS INC
+$1.0M
25,341
+4%
增持
LB
LANDBRIDGE COMPANY LLC
+$1.0M
208,586
+15%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.0M
114,175
+9%
增持
KSS
KOHLS CORP
+$969.9K
316,108
+51%
增持
GHM
GRAHAM CORP
+$954.5K
40,761
+10%
增持
PM
PHILIP MORRIS INTL INC
+$897.6K
35,183
+1%
减持
QLTA
ISHARES TR
-$885.4K
7,959
-70%
增持
AAPL
APPLE INC
+$875.2K
428,462
+9%
减持
IWB
ISHARES TR
-$866.6K
1,782
-63%
增持
RDVT
RED VIOLET INC
+$862.1K
66,125
+4%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$812.5K
15,289
-50%
建仓
OSCR
OSCAR HEALTH INC
+$801.7K
37,394
减持
CL
COLGATE PALMOLIVE CO
-$792.3K
103,631
-5%
减持
TLT
ISHARES TR
-$725.5K
8,468
-48%
减持
FNV
FRANCO NEV CORP
+$721.5K
180,403
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$707.9K
47,705
-2%
清仓
WEYS
WEYCO GROUP INC
-$707.3K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$695.5K
99,004
-8%
减持
BMI
BADGER METER INC
+$692.8K
12,838
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$684.2K
9,096
+4%
增持
QQQ
INVESCO QQQ TR
+$677.8K
6,110
+6%
增持
ABT
ABBOTT LABS
+$661.2K
76,006
+4%
增持
MU
MICRON TECHNOLOGY INC
+$639.9K
12,817
+18%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$636.6K
12,211
+0%
增持
IWF
ISHARES TR
+$630.5K
8,248
+4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$609.8K
73,440
+16%
增持
SYK
STRYKER CORPORATION
+$532.5K
17,540
+2%
减持
UTL
UNITIL CORP
-$527.7K
41,997
-11%
增持
WEC
WEC ENERGY GROUP INC
-$511.6K
110,530
+0%
减持
AOS
SMITH A O CORP
-$487.9K
3,141
-70%
减持
COWZ
PACER FDS TR
-$485.0K
44,995
-17%
增持
LPLA
LPL FINL HLDGS INC
+$480.4K
8,788
+2%
减持
PSX
PHILLIPS 66
-$475.7K
6,027
-38%
减持
IJR
ISHARES TR
-$471.5K
41,051
-13%
增持
FISV
FISERV INC
-$465.2K
13,092
+6%
增持
VOO
VANGUARD INDEX FDS
+$459.6K
4,421
+11%
减持
TLH
ISHARES TR
-$458.3K
5,516
-44%
减持
PG
PROCTER AND GAMBLE CO
-$437.9K
25,336
-4%
增持
SPSM
SPDR SERIES TRUST
+$421.6K
75,769
+10%
增持
NATH
NATHANS FAMOUS INC NEW
+$412.4K
22,279
+5%
增持
MUB
ISHARES TR
+$406.5K
10,508
+60%
减持
—
EXXON MOBIL CORP
-$402.6K
14,477
-12%
增持
IWP
ISHARES TR
+$397.6K
6,215
+57%
减持
VUG
VANGUARD INDEX FDS
-$396.9K
2,822
-36%
减持
UNP
UNION PAC CORP
-$387.7K
3,890
-28%
减持
DCO
DUCOMMUN INC DEL
+$383.6K
29,731
-17%
增持
JNJ
JOHNSON & JOHNSON
-$383.2K
33,795
+1%
减持
CEG
CONSTELLATION ENERGY CORP
+$369.1K
4,142
-14%
建仓
VXUS
VANGUARD STAR FDS
+$367.6K
5,320
增持
VEA
VANGUARD TAX-MANAGED FDS
+$352.2K
15,706
+47%
减持
LLY
ELI LILLY & CO
-$344.4K
3,927
-5%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$343.3K
0
-100%
增持
AMGN
AMGEN INC
-$336.7K
11,230
+1%
减持
BAC
BANK AMERICA CORP
+$336.3K
70,265
-2%
增持
TRNS
TRANSCAT INC
+$334.5K
24,204
+3%
减持
VTV
VANGUARD INDEX FDS
-$323.7K
1,491
-56%
减持
NOW
SERVICENOW INC
-$320.7K
320
-61%
减持
AVUV
AMERICAN CENTY ETF TR
-$318.2K
11,432
-27%
减持
IVV
ISHARES TR
-$314.9K
9,885
-14%
增持
VPG
VISHAY PRECISION GROUP INC
+$307.8K
59,729
+5%
增持
HD
HOME DEPOT INC
+$295.1K
21,536
+4%
建仓
SCHF
SCHWAB STRATEGIC TR
+$289.1K
13,082
建仓
RITM
RITHM CAPITAL CORP
+$287.9K
25,500
建仓
TCAF
T ROWE PRICE ETF INC
+$286.5K
8,121
增持
MCRI
MONARCH CASINO & RESORT INC
+$286.3K
23,772
+5%
