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Adviser Investments LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Adviser Investments LLC
报告期 2026-03-31 · CIK 0001544576
持仓数
618
前50大市值合计
$7.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 20
增持 86
减持 30
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$42.5M
238,160
+44%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.4M
507,170
+4%
增持
VUG
VANGUARD INDEX FDS
+$9.5M
93,451
+32%
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
AAPL
APPLE INC
+$9.4M
249,299
+1%
增持
MSFT
MICROSOFT CORP
+$8.5M
120,184
+6%
增持
QCOM
QUALCOMM INC
+$6.9M
40,010
+1242%
建仓
SMH
VANECK ETF TRUST
+$6.6M
21,531
建仓
ITB
ISHARES TR
+$6.6M
79,686
建仓
FSTA
FIDELITY COVINGTON TRUST
+$6.4M
136,101
清仓
IHI
ISHARES TR
-$6.3M
0
-100%
建仓
IHF
ISHARES TR
+$6.3M
21,652
建仓
VSGX
VANGUARD WORLD FD
+$6.2M
99,820
清仓
EWJ
ISHARES INC
-$6.1M
0
-100%
减持
IGV
ISHARES TR
-$6.1M
700
-96%
建仓
EWL
ISHARES INC
+$6.1M
115,613
清仓
XTN
SPDR SER TR
-$6.1M
0
-100%
增持
MUB
ISHARES TR
+$6.1M
59,590
+711%
清仓
IAI
ISHARES TR
-$6.1M
0
-100%
减持
SCZ
ISHARES TR
-$6.0M
179,553
-30%
清仓
FDIS
FIDELITY COVINGTON TRUST
-$6.0M
0
-100%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$5.9M
0
-100%
增持
FHLC
FIDELITY COVINGTON TRUST
+$5.7M
726,215
+5%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$4.8M
68,629
+109%
减持
INTC
INTEL CORP
-$3.5M
125,168
-33%
增持
EFG
ISHARES TR
+$3.5M
512,241
+3%
增持
COST
COSTCO WHSL CORP NEW
+$3.2M
26,735
+0%
增持
—
ACCENTURE PLC IRELAND
+$3.1M
31,633
+1%
增持
HD
HOME DEPOT INC
+$3.0M
33,945
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$3.0M
1,150,642
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
63,610
+1%
增持
ELV
ANTHEM INC
+$2.7M
28,304
+1%
减持
—
MEDTRONIC PLC
-$2.6M
64,664
-13%
增持
UNP
UNION PAC CORP
+$2.5M
42,776
+2%
增持
BND
VANGUARD BD INDEX FDS
+$2.4M
746,265
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.4M
74,173
+0%
减持
ANGL
VANECK ETF TRUST
-$2.3M
540,878
-11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.3M
899,186
+5%
增持
KLAC
KLA CORP
+$2.1M
21,040
+1%
增持
VOT
VANGUARD INDEX FDS
+$2.1M
94,195
+2%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$2.1M
90,857
+4%
减持
HON
HONEYWELL INTL INC
-$2.0M
27,579
-25%
增持
NEE
NEXTERA ENERGY INC
+$1.9M
119,863
+1%
增持
ABBV
ABBVIE INC
+$1.9M
62,379
+2%
增持
—
EATON CORP PLC
+$1.8M
68,667
+2%
增持
PEP
PEPSICO INC
+$1.7M
65,364
+2%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
60,154
+3%
减持
FTEC
FIDELITY COVINGTON TRUST
+$1.6M
99,450
-1%
增持
NKE
NIKE INC
+$1.4M
64,190
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.4M
22,490
+9%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$1.4M
27,052
+22%
减持
V
VISA INC
-$1.4M
57,213
-7%
增持
ESGV
VANGUARD WORLD FD
+$1.3M
116,797
+5%
增持
XNTK
SPDR SER TR
+$1.3M
78,809
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$1.3M
18,240
-19%
增持
AGG
ISHARES TR
+$1.3M
13,513
+459%
建仓
DBA
INVESCO DB MULTI-SECTOR COMM
+$1.3M
63,676
减持
FCOR
FIDELITY MERRIMACK STR TR
-$1.2M
393,790
-5%
减持
MRK
MERCK & CO INC
-$1.2M
82,871
-18%
增持
IBB
ISHARES TR
+$1.2M
25,075
+56%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
15,470
+0%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
75,149
+4%
增持
—
LINDE PLC
+$1.1M
19,503
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.1M
34,215
+2%
清仓
CWB
SPDR SER TR
-$1.1M
0
-100%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$1.0M
0
-100%
增持
MCD
MCDONALDS CORP
+$1.0M
31,266
+2%
增持
RBLX
ROBLOX CORP
+$943.0K
25,577
+14%
增持
DEO
DIAGEO PLC
+$926.0K
32,277
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$904.0K
131,632
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$886.0K
23,697
+4%
减持
PYPL
PAYPAL HLDGS INC
-$873.0K
4,689
-31%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$831.0K
9,494
增持
HYG
ISHARES TR
+$781.0K
302,643
+4%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$746.0K
63,863
-4%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$739.0K
872,349
-4%
减持
HYLB
DBX ETF TR
-$732.0K
425,850
-4%
增持
—
BLACKROCK INC
+$681.0K
7,530
+2%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$582.0K
354,065
-3%
增持
BAC
BK OF AMERICA CORP
+$563.0K
188,202
+2%
减持
IJH
ISHARES TR
+$549.0K
30,577
-1%
增持
GOOGL
ALPHABET INC
+$516.0K
1,666
+3%
增持
CSCO
CISCO SYS INC
+$511.0K
56,591
+0%
增持
IWR
ISHARES TR
+$465.0K
52,421
+6%
增持
CMCSA
COMCAST CORP NEW
-$434.0K
204,178
+7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$430.0K
90,914
+6%
减持
USHY
ISHARES TR
-$426.0K
206,180
-4%
增持
PFE
PFIZER INC
+$415.0K
24,554
+2%
增持
WDAY
WORKDAY INC
+$397.0K
16,912
+0%
建仓
NVDA
NVIDIA CORPORATION
+$372.0K
1,265
增持
LOW
LOWES COS INC
+$370.0K
6,590
+0%
增持
GOOG
ALPHABET INC
+$369.0K
1,336
+2%
增持
WMT
WALMART INC
+$368.0K
53,592
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$358.0K
3,577
+1%
减持
MGC
VANGUARD WORLD FD
-$345.0K
2,953
-46%
增持
OKTA
OKTA INC
-$338.0K
26,070
+0%
增持
XLRE
SELECT SECTOR SPDR TR
+$321.0K
26,511
+12%
清仓
MRNA
MODERNA INC
-$292.0K
0
-100%
增持
VCEB
VANGUARD WORLD FD
+$292.0K
52,036
+9%
清仓
VXF
VANGUARD INDEX FDS
-$266.0K
0
-100%
增持
TIP
ISHARES TR
+$261.0K
10,841
+21%
建仓
YUM
YUM BRANDS INC
+$260.0K
1,871
建仓
TTD
THE TRADE DESK INC
+$259.0K
2,830
建仓
—
DUKE REALTY CORP
+$259.0K
3,950
增持
VHT
VANGUARD WORLD FDS
+$257.0K
11,999
+1%
增持
TLT
ISHARES TR
+$252.0K
8,627
+21%
建仓
CVS
CVS HEALTH CORP
+$245.0K
2,374
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$239.0K
5,967
+18%
建仓
LLY
LILLY ELI & CO
+$238.0K
861
减持
VTI
VANGUARD INDEX FDS
+$237.0K
13,576
-1%
减持
VBK
VANGUARD INDEX FDS
-$234.0K
64,253
-2%
清仓
GILD
GILEAD SCIENCES INC
-$232.0K
0
-100%
减持
FQAL
FIDELITY COVINGTON TRUST
+$231.0K
37,115
-0%
清仓
—
REDFIN CORP
-$230.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$230.0K
5,584
+0%
建仓
VXUS
VANGUARD STAR FDS
+$225.0K
3,533
增持
VGT
VANGUARD WORLD FDS
+$221.0K
3,650
+1%
增持
ESML
ISHARES TR
+$214.0K
68,865
+5%
建仓
—
WELLS FARGO CO NEW
+$213.0K
143
清仓
TFC
TRUIST FINL CORP
-$210.0K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$209.0K
3,152
增持
IWF
ISHARES TR
+$207.0K
5,024
+4%
减持
AMAT
APPLIED MATLS INC
+$205.0K
7,893
-2%
清仓
EWY
ISHARES INC
-$202.0K
0
-100%
建仓
TGT
TARGET CORP
+$202.0K
872
建仓
—
CHUBB LIMITED
+$201.0K
1,041
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$201.0K
3,007
增持
CVX
CHEVRON CORP NEW
+$191.0K
9,448
+4%
减持
IWB
ISHARES TR
+$186.0K
8,591
-0%
增持
KO
COCA COLA CO
+$179.0K
18,141
+6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$177.0K
8,193
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$172.0K
1,450
+2%
增持
NUMG
NUSHARES ETF TR
+$153.0K
62,575
+16%
增持
DHR
DANAHER CORPORATION
+$145.0K
5,530
+1%
增持
TJX
TJX COS INC NEW
+$144.0K
14,091
+0%
增持
ABT
ABBOTT LABS
+$139.0K
5,044
+4%
增持
TSLA
TESLA INC
+$132.0K
367
+11%
增持
MU
MICRON TECHNOLOGY INC
+$128.0K
5,486
+2%
增持
VO
VANGUARD INDEX FDS
+$125.0K
2,058
+22%
增持
SO
SOUTHERN CO
+$122.0K
17,995
+0%
增持
JPM
JPMORGAN CHASE & CO
-$119.0K
89,896
+3%
增持
DIS
DISNEY WALT CO
+$116.0K
9,401
+19%
增持
BX
BLACKSTONE INC
+$110.0K
5,262
+7%
减持
AMGN
AMGEN INC
+$109.0K
28,276
-4%
减持
META
META PLATFORMS INC
-$106.0K
34,113
-0%
减持
NVO
NOVO-NORDISK A S
+$98.0K
9,860
-6%
增持
COIN
COINBASE GLOBAL INC
+$97.0K
1,580
+19%
增持
VOO
VANGUARD INDEX FDS
+$97.0K
1,856
+3%
增持
TFI
SPDR SER TR
+$94.0K
15,634
+13%
增持
OEF
ISHARES TR
+$82.0K
1,991
+11%
增持
—
ASML HOLDING N V
+$76.0K
1,437
+0%
