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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 52
减持 73
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GSIE
GOLDMAN SACHS ETF TR
+$181.9M
5,577,023
+309%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$152.4M
3,912,260
建仓
LRGF
ISHARES TR
+$89.9M
1,361,862
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
OSEA
HARBOR ETF TRUST
-$86.6M
55,561
-98%
减持
MBB
ISHARES TR
-$84.8M
12,914
-99%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$83.7M
4,002,668
建仓
FALN
ISHARES TR
+$81.2M
3,038,602
减持
MFSI
MFS ACTIVE EXCHANGE TRADED F
-$73.9M
587,778
-80%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$71.7M
129,048
-92%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$71.1M
2,099,668
建仓
IAGG
ISHARES TR
+$67.4M
1,346,915
减持
DYNF
BLACKROCK ETF TRUST
-$65.7M
148,308
-88%
减持
AVUS
AMERICAN CENTY ETF TR
-$61.0M
1,929,071
-22%
减持
ZROZ
PIMCO ETF TR
-$59.8M
12,416
-99%
减持
GRIN
VICTORY PORTFOLIOS II
-$57.6M
91,209
-96%
增持
NEE
NEXTERA ENERGY INC
+$54.4M
624,424
+1299%
减持
GSWO
GOLDMAN SACHS ETF TR
-$52.3M
6,058
-99%
建仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$50.7M
741,102
减持
ORCL
ORACLE CORP
-$45.8M
21,839
-91%
建仓
SMLF
ISHARES TR
+$42.3M
560,961
增持
ADI
ANALOG DEVICES INC
+$40.7M
240,485
+82%
减持
GFLW
VICTORY PORTFOLIOS II
-$40.2M
1,339,321
-50%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$39.4M
174,502
-92%
减持
AVEM
AMERICAN CENTY ETF TR
-$38.7M
1,533,037
-27%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$37.4M
439,548
减持
RBRK
RUBRIK INC.
-$36.4M
14,549
-97%
建仓
EMGF
ISHARES INC
+$35.8M
591,848
减持
VFLO
VICTORY PORTFOLIOS II
-$34.0M
528,167
-62%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$33.5M
1,514
-99%
增持
DFAU
DIMENSIONAL ETF TRUST
+$33.0M
3,707,366
+29%
减持
AVDV
AMERICAN CENTY ETF TR
-$32.5M
112,052
-76%
增持
BAC
BANK AMERICA CORP
+$32.3M
738,938
+1005%
建仓
VRT
VERTIV HOLDINGS CO
+$32.2M
128,392
建仓
XBI
SPDR SERIES TRUST
+$31.6M
247,103
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$30.8M
389,057
减持
META
META PLATFORMS INC
-$29.4M
113,303
-21%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$26.6M
0
-100%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$26.4M
75,040
+134%
增持
SMTH
ALPS ETF TR
+$25.7M
8,057,413
+16%
减持
HOOD
ROBINHOOD MKTS INC
-$25.4M
456,295
-9%
减持
AVDE
AMERICAN CENTY ETF TR
-$23.4M
1,555,705
-18%
减持
—
GLOBAL E ONLINE LTD
-$23.2M
63,897
-90%
增持
—
SPOTIFY TECHNOLOGY S A
+$20.7M
116,041
+90%
增持
PBR
PETROLEO BRASILEIRO S A
+$19.3M
2,132,353
+1%
清仓
UPST
UPSTART HLDGS INC
-$18.4M
0
-100%
减持
FNV
FRANCO NEV CORP
-$18.2M
94,173
-53%
减持
MELI
MERCADOLIBRE INC
-$17.2M
20,310
-22%
增持
GOOGL
ALPHABET INC
+$17.0M
267,265
+40%
减持
—
ASML HLDG NV
-$13.1M
43,080
-34%
减持
HHH
HOWARD HUGHES HOLDINGS INC
-$13.0M
23,230
-87%
减持
CTAS
CINTAS CORP
-$12.9M
43,352
-60%
减持
LB
LANDBRIDGE COMPANY LLC
-$12.3M
29,910
-90%
增持
PYLD
PIMCO ETF TR
+$12.2M
847,522
+127%
减持
UBER
UBER TECHNOLOGIES INC
-$12.0M
536,465
-13%
增持
UBND
VICTORY PORTFOLIOS II
+$11.6M
17,683,091
+4%
减持
AAPL
APPLE INC
-$9.7M
460,120
-1%
增持
GMED
GLOBUS MED INC
+$9.6M
350,387
+49%
增持
MSFT
MICROSOFT CORP
+$9.6M
238,941
+47%
增持
V
VISA INC
-$8.1M
233,433
+4%
增持
CVX
CHEVRON CORPORATION
+$8.1M
144,609
+1%
增持
AMZN
AMAZON COM INC
-$7.9M
472,785
+3%
减持
IOO
ISHARES TR
-$7.9M
1,271,829
-0%
增持
LMAT
LEMAITRE VASCULAR INC
+$7.6M
250,610
+3%
增持
EXPE
EXPEDIA GROUP INC
+$7.4M
231,093
+43%
增持
NVDA
NVIDIA CORPORATION
+$7.3M
809,750
+13%
减持
ABT
ABBOTT LABORATORIES
-$6.6M
41,639
-52%
清仓
GSHD
GOOSEHEAD INS INC
-$6.4M
0
-100%
增持
MEDP
MEDPACE HLDGS INC
-$6.0M
94,656
+3%
增持
AVGO
BROADCOM INC
-$6.0M
225,201
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$5.9M
40,118
+2%
增持
ISRG
INTUITIVE SURGICAL INC
-$5.8M
66,193
+3%
减持
WMB
WILLIAMS COS INC
-$3.8M
142,708
-40%
减持
SO
SOUTHERN CO
-$3.6M
5,137
-89%
建仓
NOK
NOKIA CORP
+$3.3M
407,742
增持
MGV
VANGUARD WORLD FD
+$3.1M
111,415
+20%
增持
UFPT
UFP TECHNOLOGIES INC
-$2.9M
130,394
+3%
减持
VTI
VANGUARD INDEX FDS
-$2.8M
119,991
-3%
减持
IWB
ISHARES TR
-$2.8M
2,504
-75%
增持
MS
MORGAN STANLEY
-$2.7M
344,831
+3%
增持
INTC
INTEL CORP
+$2.6M
63,218
+899%
增持
VCTR
VICTORY CAP HLDGS INC DEL
+$2.5M
591,842
+3%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$2.5M
96,634
-22%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.4M
200,364
-36%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$2.3M
3,179,994
+4%
增持
HON
HONEYWELL INTL INC
+$2.3M
61,433
+4%
减持
QCOM
QUALCOMM INC
-$2.3M
19,187
-31%
增持
GRBK
GREEN BRICK PARTNERS INC
+$2.1M
549,736
+3%
减持
FCX
FREEPORT MCMORAN INC
-$2.1M
792,650
-17%
建仓
PIPR
PIPER SANDLER COMPANIES
+$2.0M
26,772
增持
CRM
SALESFORCE INC
+$2.0M
65,047
+70%
减持
SPYG
SPDR SERIES TRUST
-$2.0M
211,498
-1%
减持
VGT
VANGUARD WORLD FD
-$2.0M
27,040
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.9M
10,068
-32%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$1.9M
120,187
+92%
清仓
—
PIPER SANDLER COMPANIES
-$1.9M
0
-100%
减持
ABBV
ABBVIE INC
-$1.8M
55,040
-9%
增持
XLP
SELECT SECTOR SPDR TR
+$1.8M
150,032
+11%
清仓
NATH
NATHANS FAMOUS INC NEW
-$1.7M
0
-100%
增持
DBEF
DBX ETF TR
+$1.7M
354,816
+8%
减持
ACWV
ISHARES INC
-$1.7M
35,462
-29%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$1.6M
39,524
+317%
减持
RDVT
RED VIOLET INC
-$1.6M
46,195
-17%
增持
PM
PHILIP MORRIS INTL INC
+$1.6M
102,261
+7%
建仓
—
CAMTEK LTD
+$1.5M
10,105
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.5M
987
-85%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.5M
21,900
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
86,655
-5%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
34,050
+2%
增持
HAL
HALLIBURTON CO
+$1.4M
117,167
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
26,420
+2%
增持
—
EATON CORP PLC
+$1.3M
31,700
+1%
增持
QLTY
GMO ETF TRUST
+$1.2M
896,626
+11%
减持
WM
WASTE MGMT INC DEL
-$1.2M
19,946
-24%
减持
BBLU
EA SERIES TRUST
-$1.2M
1,411,687
-2%
减持
SPTM
SPDR SERIES TRUST
-$1.1M
240,396
-2%
减持
AMAT
APPLIED MATLS INC
+$1.1M
16,821
-6%
减持
SFM
SPROUTS FMRS MKT INC
-$1.1M
13,056
-50%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.1M
56,763
+6%
减持
IWL
ISHARES TR
-$1.0M
74,071
-2%
减持
CVE
CENOVUS ENERGY INC
+$1.0M
146,567
-13%
清仓
BFC
BANK FIRST CORP
-$1.0M
0
-100%
减持
—
EXXON MOBIL CORP
+$956.1K
20,086
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$953.9K
434,926
+1%
减持
VPG
VISHAY PRECISION GROUP INC
-$922.7K
23,259
-54%
减持
WEC
WEC ENERGY GROUP INC
+$911.0K
111,840
-2%
减持
LLY
ELI LILLY & CO
-$830.3K
3,775
-6%
增持
COF
CAPITAL ONE FINL CORP
+$829.1K
28,673
+58%
减持
VFH
VANGUARD WORLD FD
-$797.6K
51,646
-2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$787.6K
2,461,444
-2%
清仓
IWV
ISHARES TR
-$779.9K
0
-100%
减持
VLO
VALERO ENERGY CORP
+$760.2K
33,465
-27%
减持
FIS
FIDELITY NATL INFORMATION SV
-$737.1K
36,016
-1%
减持
IJR
ISHARES TR
-$721.2K
27,430
-20%
建仓
WLDN
WILLDAN GROUP INC
+$699.3K
9,134
增持
MU
MICRON TECHNOLOGY INC
+$692.5K
12,881
+0%
增持
DGII
DIGI INTL INC
+$650.2K
37,002
+41%
减持
T
AT&T INC
+$637.6K
158,747
-1%
减持
VB
VANGUARD INDEX FDS
-$633.6K
25,657
-10%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$632.4K
1,025,517
+5%
减持
IWF
ISHARES TR
-$627.4K
8,812
-5%
减持
QUAL
ISHARES TR
-$587.2K
35,482
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$576.6K
53,111
-7%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$566.5K
12,128
-2%
减持
IESC
IES HOLDINGS INC
+$557.0K
7,655
-4%
减持
OII
OCEANEERING INTL INC
+$553.8K
52,048
-3%
建仓
INTU
INTUIT
+$543.1K
1,256
减持
IVV
ISHARES TR
-$531.6K
9,600
-3%
减持
MCRI
MONARCH CASINO & RESORT INC
-$474.8K
15,140
-25%
增持
MO
ALTRIA GROUP INC
+$456.9K
54,608
+0%
增持
DHR
DANAHER CORP DEL
-$450.0K
15,908
+5%
