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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 27
增持 63
减持 37
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$95.8M
1,999,258
+168%
减持
IVV
ISHARES TR
-$35.5M
172,184
-28%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$33.3M
342,963
+400%
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
MUB
ISHARES TR
+$32.7M
361,152
+506%
建仓
JVAL
J P MORGAN EXCHANGE-TRADED F
+$24.6M
664,581
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$23.4M
393,063
-22%
建仓
BIV
VANGUARD BD INDEX FDS
+$23.0M
281,075
增持
VTEB
VANGUARD MUN BD FDS
+$18.0M
1,575,015
+37%
清仓
ANGL
VANECK ETF TRUST
-$17.8M
0
-100%
清仓
HYLB
DBX ETF TR
-$17.0M
0
-100%
清仓
IFLN
INVESCO EXCH TRADED FD TR II
-$16.9M
0
-100%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$9.0M
173,698
-51%
减持
HYG
ISHARES TR
-$8.9M
212,404
-30%
清仓
USHY
ISHARES TR
-$8.5M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$8.1M
76,248
-18%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$7.9M
319,712
建仓
SHYG
ISHARES TR
+$7.9M
179,089
建仓
HYDW
DBX ETF TR
+$7.9M
163,056
减持
VIOG
VANGUARD ADMIRAL FDS INC
-$7.1M
67,763
-25%
清仓
SMH
VANECK ETF TRUST
-$6.6M
0
-100%
清仓
ITB
ISHARES TR
-$6.6M
0
-100%
清仓
FSTA
FIDELITY COVINGTON TRUST
-$6.4M
0
-100%
清仓
IHF
ISHARES TR
-$6.3M
0
-100%
清仓
EWL
ISHARES INC
-$6.1M
0
-100%
建仓
ITA
ISHARES TR
+$6.0M
53,837
增持
ECL
ECOLAB INC
+$6.0M
35,431
+2625%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$5.9M
123,375
减持
VZ
VERIZON COMMUNICATIONS INC
-$5.7M
21,518
-84%
减持
—
ACCENTURE PLC IRELAND
-$5.7M
21,966
-31%
建仓
KIE
SPDR SER TR
+$5.6M
132,988
建仓
IHE
ISHARES TR
+$5.5M
28,466
减持
—
EATON CORP PLC
-$5.4M
42,594
-38%
减持
KLAC
KLA CORP
-$5.3M
10,143
-52%
减持
FBND
FIDELITY MERRIMACK STR TR
-$5.3M
852,359
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.1M
1,770
-92%
减持
VBK
VANGUARD INDEX FDS
-$4.9M
53,310
-17%
增持
SBUX
STARBUCKS CORP
+$4.7M
63,166
+615%
增持
TJX
TJX COS INC NEW
+$4.5M
91,352
+548%
增持
META
META PLATFORMS INC
-$3.8M
34,432
+1%
增持
HD
HOME DEPOT INC
-$3.8M
34,329
+1%
增持
—
MEDTRONIC PLC
+$3.3M
90,069
+39%
增持
LMT
LOCKHEED MARTIN CORP
+$3.2M
21,857
+20%
建仓
NULV
NUSHARES ETF TR
+$2.9M
76,041
增持
VOT
VANGUARD INDEX FDS
-$2.7M
95,493
+1%
减持
XNTK
SPDR SER TR
-$2.7M
74,604
-5%
增持
SCZ
ISHARES TR
+$2.6M
237,568
+32%
减持
SPY
SPDR S&P 500 ETF TR
-$2.3M
62,153
-2%
增持
ABBV
ABBVIE INC
+$2.0M
64,712
+4%
增持
MSFT
MICROSOFT CORP
-$2.0M
124,621
+4%
减持
ESGV
VANGUARD WORLD FD
-$2.0M
102,075
-13%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$1.9M
73,927
建仓
VYM
VANGUARD WHITEHALL FDS
+$1.9M
16,536
增持
NKE
NIKE INC
-$1.8M
65,782
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.8M
96,640
+6%
增持
JPM
JPMORGAN CHASE & CO
-$1.7M
91,948
+2%
增持
FCOR
FIDELITY MERRIMACK STR TR
+$1.7M
460,780
+17%
增持
UNP
UNION PAC CORP
+$1.4M
44,574
+4%
清仓
TIP
ISHARES TR
-$1.4M
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.4M
0
-100%
增持
EFG
ISHARES TR
-$1.3M
572,875
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
23,886
+1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$1.3M
98,775
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$1.3M
34,700
+1%
清仓
TLT
ISHARES TR
-$1.3M
0
-100%
清仓
DBA
INVESCO DB MULTI-SECTOR COMM
-$1.3M
0
-100%
减持
AGG
ISHARES TR
-$1.2M
2,761
-80%
增持
ELV
ANTHEM INC
+$1.2M
29,053
+3%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
78,899
+5%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$1.1M
76,745
+20%
增持
—
BLACKROCK INC
-$1.1M
7,586
+1%
增持
MRK
MERCK & CO INC
+$1.0M
89,738
+8%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
28,103
+5%
增持
AMGN
AMGEN INC
+$1.0M
30,444
+8%
清仓
PYPL
PAYPAL HLDGS INC
-$884.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$828.0K
33,805
+23%
增持
NEE
NEXTERA ENERGY INC
-$798.0K
122,675
+2%
增持
WMT
WALMART INC
+$749.0K
57,098
+7%
增持
QCOM
QUALCOMM INC
-$741.0K
43,032
+8%
增持
VHT
VANGUARD WORLD FDS
+$668.0K
15,194
+27%
减持
IJH
ISHARES TR
-$575.0K
30,115
-2%
增持
IBB
ISHARES TR
-$555.0K
25,112
+0%
减持
FQAL
FIDELITY COVINGTON TRUST
-$545.0K
29,415
-21%
增持
VOO
VANGUARD INDEX FDS
+$542.0K
3,257
+75%
增持
MCD
MCDONALDS CORP
-$520.0K
31,789
+2%
建仓
SHY
ISHARES TR
+$514.0K
6,169
增持
—
EXXON MOBIL CORP
+$489.0K
19,340
+7%
增持
CVX
CHEVRON CORP NEW
+$470.0K
9,698
+3%
减持
LQD
ISHARES TR
-$460.0K
22,753
-6%
减持
BSV
VANGUARD BD INDEX FDS
-$438.0K
16,045
-23%
增持
BAC
BK OF AMERICA CORP
-$434.0K
192,590
+2%
减持
CSCO
CISCO SYS INC
-$432.0K
56,571
-0%
清仓
PM
PHILIP MORRIS INTL INC
-$392.0K
0
-100%
增持
FHLC
FIDELITY COVINGTON TRUST
+$389.0K
765,314
+5%
增持
IEFA
ISHARES TR
+$371.0K
24,506
+37%
减持
IWR
ISHARES TR
-$346.0K
51,323
-2%
增持
DEO
DIAGEO PLC
-$339.0K
33,308
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$339.0K
30,312
-5%
增持
AXP
AMERICAN EXPRESS CO
+$338.0K
11,474
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$324.0K
19,997
+10%
减持
MUNI
PIMCO ETF TR
-$315.0K
33,025
-10%
增持
IVOG
VANGUARD ADMIRAL FDS INC
-$306.0K
28,146
+4%
清仓
PCAR
PACCAR INC
-$301.0K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$296.0K
5,000
建仓
WM
WASTE MGMT INC DEL
+$269.0K
1,696
增持
LOW
LOWES COS INC
-$264.0K
7,116
+8%
增持
—
LINDE PLC
-$263.0K
20,331
+4%
清仓
TTD
THE TRADE DESK INC
-$259.0K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$257.0K
3,005
增持
CMCSA
COMCAST CORP NEW
-$256.0K
214,020
+5%
建仓
CL
COLGATE PALMOLIVE CO
+$255.0K
3,367
建仓
—
CHARGEPOINT HOLDINGS INC
+$254.0K
12,796
清仓
PPG
PPG INDS INC
-$253.0K
0
-100%
清仓
GM
GENERAL MTRS CO
-$252.0K
0
-100%
建仓
IWP
ISHARES TR
+$250.0K
2,489
建仓
RIOT
RIOT BLOCKCHAIN INC
+$243.0K
11,500
建仓
VXF
VANGUARD INDEX FDS
+$236.0K
1,422
建仓
COP
CONOCOPHILLIPS
+$231.0K
2,312
增持
AAPL
APPLE INC
+$230.0K
254,843
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$227.0K
107,926
+12%
增持
PEP
PEPSICO INC
-$224.0K
66,496
+2%
清仓
IGM
ISHARES TR
-$224.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$214.0K
0
-100%
清仓
—
WELLS FARGO CO NEW
-$213.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$209.0K
0
-100%
减持
V
VISA INC
+$208.0K
56,845
-1%
建仓
EMR
EMERSON ELEC CO
+$207.0K
2,115
减持
IWB
ISHARES TR
-$206.0K
8,262
-4%
增持
KO
COCA COLA CO
+$204.0K
20,619
+14%
减持
NFLX
NETFLIX INC
-$204.0K
871
-1%
增持
VSGX
VANGUARD WORLD FD
-$200.0K
104,737
+5%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$199.0K
1,752
-0%
建仓
—
PIMCO NEW YORK MUN INCOME FD
+$191.0K
18,961
增持
QQQ
INVESCO QQQ TR
-$190.0K
5,606
+0%
减持
DIS
DISNEY WALT CO
-$187.0K
9,250
-2%
减持
—
ASML HOLDING N V
-$187.0K
1,433
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$183.0K
3,732
+4%
增持
VTI
VANGUARD INDEX FDS
-$183.0K
13,596
+0%
减持
PANW
PALO ALTO NETWORKS INC
+$175.0K
14,117
-9%
增持
NUMG
NUSHARES ETF TR
-$166.0K
66,462
+6%
建仓
JOBY
JOBY AVIATION INC
+$166.0K
25,055
减持
VGT
VANGUARD WORLD FDS
-$163.0K
3,624
-1%
增持
AMAT
APPLIED MATLS INC
-$159.0K
8,216
+4%
增持
MA
MASTERCARD INCORPORATED
+$156.0K
3,117
+17%
减持
MRVL
MARVELL TECHNOLOGY INC
-$154.0K
9,445
-1%
减持
TFI
SPDR SER TR
-$145.0K
13,866
-11%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$141.0K
14,969
减持
CRL
CHARLES RIV LABS INTL INC
-$139.0K
1,422
-1%
建仓
—
MATTERPORT INC
+$139.0K
17,111
增持
LLY
LILLY ELI & CO
+$136.0K
1,306
+52%
增持
DE
DEERE & CO
+$134.0K
1,474
+6%
