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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 31
增持 58
减持 45
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$607.2M
2,818,776
+2977%
增持
VTV
VANGUARD INDEX FDS
+$583.5M
4,186,160
+2613%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$414.3M
9,470,214
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。
+9042%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$355.7M
6,085,522
+4899%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$283.7M
3,727,633
+16794%
增持
VTEB
VANGUARD MUN BD FDS
+$230.8M
6,744,196
+199%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$158.8M
3,415,257
+16888%
减持
BND
VANGUARD BD INDEX FDS
-$139.7M
279,908
-88%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$84.3M
2,049,565
+6844%
减持
VFVA
VANGUARD WELLINGTON FD
-$77.4M
691,736
-60%
增持
VBR
VANGUARD INDEX FDS
+$48.9M
297,046
+7554%
减持
FBND
FIDELITY MERRIMACK STR TR
-$48.3M
196,852
-85%
增持
VBK
VANGUARD INDEX FDS
+$43.7M
255,406
+380%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$34.9M
114,763
-71%
减持
EFG
ISHARES TR
-$25.3M
169,553
-69%
增持
MUB
ISHARES TR
+$19.7M
556,929
+43%
建仓
IUSG
ISHARES TR
+$19.0M
228,880
减持
FHLC
FIDELITY COVINGTON TRUST
-$18.6M
354,007
-50%
增持
CMF
ISHARES TR
+$14.5M
332,501
+303%
增持
IVV
ISHARES TR
+$13.9M
112,284
+31%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$12.3M
33,285
-93%
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$9.9M
563,233
减持
VOT
VANGUARD INDEX FDS
-$9.8M
35,685
-63%
建仓
USHY
ISHARES TR
+$9.7M
271,447
建仓
NYF
ISHARES TR
+$9.2M
172,850
减持
VIOG
VANGUARD ADMIRAL FDS INC
-$8.4M
21,562
-70%
减持
AMT
AMERICAN TOWER CORP NEW
-$7.4M
2,026
-94%
减持
SCZ
ISHARES TR
-$7.4M
26,525
-86%
减持
—
MEDTRONIC PLC
-$7.4M
5,075
-95%
增持
ABT
ABBOTT LABS
+$7.0M
66,421
+1145%
建仓
HYLB
DBX ETF TR
+$6.6M
189,086
建仓
ANGL
VANECK ETF TRUST
+$6.6M
236,403
建仓
TGT
TARGET CORP
+$5.6M
35,019
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$5.4M
35,603
-64%
建仓
ITB
ISHARES TR
+$5.3M
80,355
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$5.3M
16,652
-72%
减持
ECL
ECOLAB INC
-$5.1M
1,408
-96%
建仓
EZU
ISHARES INC
+$4.7M
109,474
增持
UNH
UNITEDHEALTH GROUP INC
+$4.7M
11,171
+580%
增持
USXF
ISHARES TR
+$4.0M
616,173
+11%
建仓
IHE
ISHARES TR
+$3.7M
19,918
减持
XNTK
SPDR SER TR
-$3.7M
4,181
-90%
增持
NKE
NIKE INC
+$3.5M
72,973
+4%
增持
V
VISA INC
+$3.0M
60,919
+3%
减持
JPM
JPMORGAN CHASE & CO
+$2.9M
126,516
-11%
增持
MRK
MERCK & CO INC
+$2.8M
98,014
+4%
建仓
VYM
VANGUARD WHITEHALL FDS
+$2.6M
23,641
减持
SPY
SPDR S&P 500 ETF TR
+$2.6M
61,753
-0%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$2.6M
0
-100%
建仓
BIL
SPDR SER TR
+$2.5M
27,058
建仓
IAU
ISHARES GOLD TR
+$2.4M
68,701
清仓
SUB
ISHARES TR
-$2.4M
0
-100%
建仓
LEMB
ISHARES INC
+$2.4M
66,782
增持
TJX
TJX COS INC NEW
+$2.3M
102,348
+4%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$2.3M
52,992
增持
TFI
SPDR SER TR
+$2.3M
90,021
+108%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.3M
107,834
+4%
清仓
MBB
ISHARES TR
-$2.3M
0
-100%
增持
HD
HOME DEPOT INC
+$2.2M
37,090
+3%
减持
IBB
ISHARES TR
-$2.2M
19,442
-52%
建仓
IUSV
ISHARES TR
+$2.1M
28,380
增持
IEFA
ISHARES TR
+$2.1M
118,697
+12%
增持
SBUX
STARBUCKS CORP
+$2.1M
72,447
+9%
减持
BIV
VANGUARD BD INDEX FDS
-$2.0M
13,011
-68%
增持
CMCSA
COMCAST CORP NEW
+$2.0M
226,370
+1%
增持
HON
HONEYWELL INTL INC
+$2.0M
37,278
+5%
增持
ABBV
ABBVIE INC
+$2.0M
70,685
+4%
增持
PG
PROCTER AND GAMBLE CO
+$1.9M
69,172
+3%
减持
FTEC
FIDELITY COVINGTON TRUST
-$1.9M
67,352
-28%
增持
DMXF
ISHARES TR
+$1.8M
123,084
+10%
增持
—
LINDE PLC
+$1.7M
23,566
+5%
增持
—
EATON CORP PLC
+$1.7M
47,275
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.7M
9,252
-71%
减持
IVOG
VANGUARD ADMIRAL FDS INC
-$1.6M
23,253
-36%
增持
MCD
MCDONALDS CORP
+$1.6M
34,752
+3%
减持
UPS
UNITED PARCEL SERVICE INC
+$1.5M
75,063
-0%
增持
PEP
PEPSICO INC
+$1.5M
71,866
+4%
减持
VHT
VANGUARD WORLD FDS
-$1.4M
9,120
-45%
增持
UNP
UNION PAC CORP
+$1.4M
55,704
+3%
增持
WMT
WALMART INC
+$1.4M
60,790
+5%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
85,084
+3%
增持
KLAC
KLA CORP
+$1.3M
10,743
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
24,985
-1%
增持
ELV
ELEVANCE HEALTH INC
+$1.3M
31,363
+3%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
32,605
+6%
减持
LQD
ISHARES TR
-$1.3M
2,359
-84%
清仓
MUNI
PIMCO ETF TR
-$1.3M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$1.2M
130,829
+3%
增持
BAC
BANK AMERICA CORP
+$1.1M
215,481
+4%
减持
—
BLACKROCK INC
-$1.1M
10,408
-36%
清仓
BSV
VANGUARD BD INDEX FDS
-$1.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.0M
42,209
-5%
减持
LMT
LOCKHEED MARTIN CORP
+$996.9K
13,192
-0%
增持
PANW
PALO ALTO NETWORKS INC
-$980.6K
38,786
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$957.7K
36,270
-4%
增持
CL
COLGATE PALMOLIVE CO
+$919.6K
83,542
+6%
建仓
IDEV
ISHARES TR
+$891.4K
15,180
建仓
SMH
VANECK ETF TRUST
+$840.1K
3,790
减持
VOE
VANGUARD INDEX FDS
-$828.2K
7,952
-51%
增持
DEO
DIAGEO PLC
+$799.5K
37,041
+6%
增持
AAPL
APPLE INC
+$762.4K
284,264
+6%
增持
—
ACCENTURE PLC IRELAND
+$702.8K
23,822
+2%
减持
SHM
SPDR SER TR
-$673.8K
5,740
-72%
清仓
IVW
ISHARES TR
-$639.0K
0
-100%
增持
—
IMPACT SHS TR I
+$607.0K
161,392
+23%
增持
VCEB
VANGUARD WORLD FD
+$599.5K
76,096
+9%
清仓
IWP
ISHARES TR
-$591.0K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$567.4K
8,120
-1%
减持
ABNB
AIRBNB INC
-$558.8K
52,491
-0%
增持
—
EXXON MOBIL CORP
+$526.0K
19,638
+3%
建仓
SCHV
SCHWAB STRATEGIC TR
+$511.7K
7,484
减持
FCOR
FIDELITY MERRIMACK STR TR
-$508.4K
17,600
-42%
建仓
SCHG
SCHWAB STRATEGIC TR
+$507.0K
8,817
增持
MSFT
MICROSOFT CORP
+$506.3K
132,809
+0%
减持
DGRO
ISHARES TR
-$475.8K
7,452
-61%
清仓
—
ABIOMED INC
-$470.0K
0
-100%
建仓
AOR
ISHARES TR
+$437.0K
8,896
减持
CSCO
CISCO SYS INC
+$433.0K
54,847
-3%
清仓
EAGG
ISHARES TR
-$407.0K
0
-100%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$399.2K
2,386
减持
IWR
ISHARES TR
+$391.7K
47,075
-0%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$380.5K
4,230
清仓
MGC
VANGUARD WORLD FD
-$375.0K
0
-100%
减持
IJH
ISHARES TR
+$357.6K
26,957
-9%
增持
BA
BOEING CO
+$335.7K
2,589
+55%
减持
INTC
INTEL CORP
+$333.6K
120,154
-5%
增持
CVX
CHEVRON CORP NEW
+$307.8K
9,639
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$306.2K
3,775
+1%
增持
TSLA
TESLA INC
-$286.9K
3,474
+29%
清仓
IEF
ISHARES TR
-$272.0K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$264.2K
14,956
+91%
建仓
PLD
PROLOGIS INC.
+$259.8K
2,148
减持
ADI
ANALOG DEVICES INC
+$259.8K
8,703
-0%
减持
MA
MASTERCARD INCORPORATED
+$257.0K
2,916
-2%
清仓
NUMG
NUSHARES ETF TR
-$255.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$254.6K
778
减持
VTI
VANGUARD INDEX FDS
+$251.0K
13,732
-0%
建仓
GE
GENERAL ELECTRIC CO
+$244.0K
3,141
建仓
WYNN
WYNN RESORTS LTD
+$235.7K
2,449
增持
AMAT
APPLIED MATLS INC
+$234.4K
8,272
+0%
建仓
—
CHUBB LIMITED
+$231.8K
1,032
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$221.1K
2,703
建仓
YUM
YUM BRANDS INC
+$220.9K
1,703
清仓
ESML
ISHARES TR
-$216.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$213.5K
6,316
+7%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$213.0K
0
-100%
清仓
—
IVERIC BIO INC
-$212.0K
0
-100%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$207.6K
4,000
减持
OKTA
OKTA INC
+$207.5K
25,909
-0%
清仓
COIN
COINBASE GLOBAL INC
-$207.0K
0
-100%
