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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 80
减持 44
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$92.5M
2,883,587
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.4M
9,640,862
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$16.6M
6,326,612
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。
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$13.9M
6,975,504
+3%
清仓
IFLN
INVESCO EXCH TRADED FD TR II
-$9.9M
0
-100%
清仓
USHY
ISHARES TR
-$9.7M
0
-100%
增持
AAPL
APPLE INC
+$9.5M
287,629
+1%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$8.9M
3,839,643
+3%
建仓
—
LINDE PLC
+$8.5M
24,034
增持
MSFT
MICROSOFT CORP
+$7.8M
135,698
+2%
清仓
—
LINDE PLC
-$7.8M
0
-100%
减持
VFVA
VANGUARD WELLINGTON FD
-$7.1M
665,379
-4%
清仓
HYLB
DBX ETF TR
-$6.6M
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$6.6M
0
-100%
增持
LLY
LILLY ELI & CO
+$6.3M
19,760
+1269%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$4.9M
3,535,480
+4%
清仓
EZU
ISHARES INC
-$4.7M
0
-100%
减持
IEFA
ISHARES TR
-$3.9M
56,724
-52%
减持
—
EATON CORP PLC
-$3.8M
22,940
-51%
建仓
FCOM
FIDELITY COVINGTON TRUST
+$3.8M
103,366
清仓
IHE
ISHARES TR
-$3.7M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$3.2M
4,386,628
+5%
增持
SMH
VANECK ETF TRUST
+$3.2M
15,417
+307%
增持
VBK
VANGUARD INDEX FDS
+$2.6M
262,180
+3%
减持
INTC
INTEL CORP
-$2.6M
31,663
-74%
减持
META
META PLATFORMS INC
+$2.6M
33,428
-2%
增持
NEE
NEXTERA ENERGY INC
+$2.4M
175,258
+34%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.4M
2,220
-91%
清仓
LEMB
ISHARES INC
-$2.4M
0
-100%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$2.3M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
110,683
+30%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.2M
36,166
+291%
建仓
IEF
ISHARES TR
+$2.1M
21,307
增持
QTRX
QUANTERIX CORP
+$2.1M
227,203
+568%
减持
BND
VANGUARD BD INDEX FDS
-$1.9M
253,464
-9%
增持
IUSG
ISHARES TR
+$1.5M
231,588
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$1.5M
34,043
-12%
增持
MUB
ISHARES TR
+$1.3M
566,825
+2%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.2M
348,421
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
108,487
-5%
增持
QCOM
QUALCOMM INC
+$1.1M
53,706
+11%
增持
BAC
BANK AMERICA CORP
-$1.1M
220,345
+2%
增持
HD
HOME DEPOT INC
-$1.0M
37,891
+2%
减持
FTEC
FIDELITY COVINGTON TRUST
+$982.1K
66,626
-1%
增持
USXF
ISHARES TR
+$962.6K
621,432
+1%
增持
NYF
ISHARES TR
+$924.6K
189,225
+9%
减持
UPS
UNITED PARCEL SERVICE INC
+$851.5K
74,902
-0%
增持
—
BLACKROCK INC
-$847.6K
10,491
+1%
增持
JPM
JPMORGAN CHASE & CO
-$812.8K
129,327
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$778.6K
2,094,722
+2%
增持
COST
COSTCO WHSL CORP NEW
+$772.2K
33,335
+2%
增持
HON
HONEYWELL INTL INC
-$656.7K
37,973
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$638.7K
11,068
+162%
增持
MCD
MCDONALDS CORP
+$638.4K
35,693
+3%
增持
ABT
ABBOTT LABS
-$571.6K
68,576
+3%
增持
UNP
UNION PAC CORP
-$564.4K
56,498
+1%
减持
IVV
ISHARES TR
+$562.6K
109,875
-2%
增持
VOO
VANGUARD INDEX FDS
+$556.6K
4,055
+52%
增持
PEP
PEPSICO INC
+$502.1K
72,945
+2%
建仓
COP
CONOCOPHILLIPS
+$454.5K
4,581
减持
PSTG
PURE STORAGE INC
-$452.6K
45,642
-25%
增持
V
VISA INC
+$440.6K
61,965
+2%
增持
GOOG
ALPHABET INC
+$418.1K
28,582
+3%
增持
ABBV
ABBVIE INC
+$401.5K
72,229
+2%
减持
EFG
ISHARES TR
+$348.6K
164,370
-3%
增持
TGT
TARGET CORP
+$342.4K
35,678
+2%
增持
—
ACCENTURE PLC IRELAND
+$327.1K
24,572
+3%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$321.7K
15,070
-10%
增持
WMT
WALMART INC
+$309.5K
62,345
+3%
增持
CSCO
CISCO SYS INC
+$301.4K
57,397
+5%
增持
QQQ
INVESCO QQQ TR
+$279.8K
5,689
+2%
建仓
PSX
PHILLIPS 66
+$270.6K
2,669
增持
CMF
ISHARES TR
+$267.0K
335,530
+1%
建仓
APP
APPLOVIN CORP
+$264.0K
16,762
增持
MRK
MERCK & CO INC
-$259.4K
99,887
+2%
减持
VOE
VANGUARD INDEX FDS
-$257.8K
6,497
-18%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$252.6K
41,364
+92%
减持
GOOGL
ALPHABET INC
+$252.2K
35,419
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$244.5K
13,438
+2%
减持
DMXF
ISHARES TR
+$239.5K
121,980
-1%
增持
ADI
ANALOG DEVICES INC
+$239.0K
8,705
+0%
清仓
WYNN
WYNN RESORTS LTD
-$235.7K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$232.0K
3,348
+51%
增持
NKE
NIKE INC
-$229.8K
74,253
+2%
减持
VHT
VANGUARD WORLD FDS
-$227.9K
8,531
-6%
减持
AMZN
AMAZON COM INC
+$226.3K
41,049
-3%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$226.1K
27,105
-19%
建仓
SCMB
SCHWAB STRATEGIC TR
+$223.6K
4,270
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$219.8K
25,212
+1%
清仓
ECL
ECOLAB INC
-$217.2K
0
-100%
建仓
IGV
ISHARES TR
+$213.3K
700
建仓
AOA
ISHARES TR
+$211.4K
3,324
减持
ABNB
AIRBNB INC
-$211.1K
38,152
-27%
减持
AMT
AMERICAN TOWER CORP NEW
-$205.7K
1,255
-38%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$200.2K
0
-100%
减持
VOT
VANGUARD INDEX FDS
+$200.2K
35,350
-1%
建仓
MGC
VANGUARD WORLD FD
+$200.0K
1,397
减持
IBB
ISHARES TR
-$195.2K
18,657
-4%
增持
ELV
ELEVANCE HEALTH INC
-$193.6K
32,356
+3%
建仓
—
WW INTL INC
+$189.5K
46,000
增持
IUSV
ISHARES TR
+$189.3K
31,073
+9%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$182.6K
38,720
+7%
建仓
FFLG
FIDELITY COVINGTON TRUST
+$177.8K
12,069
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$168.1K
33,631
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$164.0K
49,814
+8%
增持
TJX
TJX COS INC NEW
-$160.7K
105,404
+3%
增持
VGT
VANGUARD WORLD FDS
+$158.8K
2,841
+1%
减持
NOW
SERVICENOW INC
-$156.5K
3,351
-23%
增持
KLAC
KLA CORP
-$156.2K
10,889
+1%
减持
IAU
ISHARES GOLD TR
-$145.3K
61,577
-10%
增持
IVOG
VANGUARD ADMIRAL FDS INC
-$143.8K
44,242
+90%
增持
CMCSA
COMCAST CORP NEW
+$135.4K
230,181
+2%
减持
IJH
ISHARES TR
-$133.6K
26,783
-1%
减持
AMGN
AMGEN INC
-$132.8K
3,638
-2%
增持
—
EXXON MOBIL CORP
+$132.3K
21,150
+8%
清仓
—
CHARGEPOINT HOLDINGS INC
-$131.7K
0
-100%
增持
DHR
DANAHER CORPORATION
-$128.5K
5,942
+0%
增持
SCHV
SCHWAB STRATEGIC TR
+$125.7K
9,718
+30%
增持
VBR
VANGUARD INDEX FDS
-$118.7K
310,649
+5%
增持
DEO
DIAGEO PLC
+$118.3K
37,878
+2%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$117.7K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$107.6K
8,288
+0%
减持
RBLX
ROBLOX CORP
+$106.0K
21,064
-18%
增持
PG
PROCTER AND GAMBLE CO
+$105.2K
70,796
+2%
增持
—
CHUBB LIMITED
+$103.2K
1,725
+67%
减持
CAT
CATERPILLAR INC
-$102.7K
4,584
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$100.9K
6,229
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$92.6K
860
+32%
增持
SCHG
SCHWAB STRATEGIC TR
+$89.9K
9,159
+4%
增持
IJR
ISHARES TR
+$88.1K
5,514
+23%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$88.1K
8,852
+20%
减持
IWR
ISHARES TR
-$87.6K
46,340
-2%
减持
MMM
3M CO
-$87.3K
2,042
-13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$82.5K
199,374
+1%
增持
CL
COLGATE PALMOLIVE CO
+$78.0K
86,781
+4%
增持
AOR
ISHARES TR
+$77.1K
10,275
+16%
增持
CVX
CHEVRON CORP NEW
-$76.9K
9,879
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$75.6K
60,738
-2%
增持
SUSC
ISHARES TR
+$75.6K
23,140
+17%
减持
VTI
VANGUARD INDEX FDS
+$74.5K
13,702
-0%
增持
ESGV
VANGUARD WORLD FD
+$71.1K
11,516
+4%
减持
TSLA
TESLA INC
-$70.3K
1,725
-50%
减持
VZ
VERIZON COMMUNICATIONS INC
-$65.7K
13,956
-6%
减持
FDX
FEDEX CORP
+$64.6K
1,812
-0%
增持
VB
VANGUARD INDEX FDS
+$63.5K
1,422
+33%
减持
—
SUMO LOGIC INC
+$62.0K
28,376
-23%
减持
—
MATTERPORT INC
-$61.9K
15,840
-56%
减持
CSGP
COSTAR GROUP INC
-$55.4K
4,570
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$54.0K
2,248
+2%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$54.0K
5,612
+135%
