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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 48
增持 66
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
+$40.6M
2,685,328
-7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$33.1M
7,031,022
+11%
增持
VTV
VANGUARD INDEX FDS
+$22.3M
4,420,096
+1%
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
IVV
ISHARES TR
+$17.6M
140,795
+28%
建仓
SHYG
ISHARES TR
+$15.1M
364,880
减持
UPS
UNITED PARCEL SERVICE INC
-$13.1M
7,718
-90%
建仓
FLOT
ISHARES TR
+$9.8M
192,103
建仓
HYG
ISHARES TR
+$9.4M
125,057
增持
MSFT
MICROSOFT CORP
+$8.9M
140,999
+4%
建仓
USHY
ISHARES TR
+$8.5M
241,226
增持
VTC
VANGUARD SCOTTSDALE FDS
+$8.3M
3,998,060
+4%
增持
JPM
JPMORGAN CHASE & CO
+$8.2M
172,154
+33%
增持
VTEB
VANGUARD MUN BD FDS
+$7.6M
7,187,157
+3%
增持
GOOG
ALPHABET INC
+$7.4M
85,976
+201%
增持
VBR
VANGUARD INDEX FDS
+$6.9M
340,105
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$6.8M
9,577,500
-1%
建仓
AVGO
BROADCOM INC
+$6.8M
7,826
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$6.7M
88,487
减持
PANW
PALO ALTO NETWORKS INC
-$6.6M
825
-98%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$6.4M
3,718,240
+5%
减持
META
META PLATFORMS INC
-$6.3M
2,567
-92%
增持
SPY
SPDR S&P 500 ETF TR
+$6.2M
69,814
+15%
增持
NYF
ISHARES TR
+$6.2M
306,832
+62%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.8M
2,223,371
+6%
减持
IUSG
ISHARES TR
-$5.8M
151,195
-35%
建仓
ANGL
VANECK ETF TRUST
+$5.7M
205,608
建仓
HYLB
DBX ETF TR
+$5.7M
164,583
增持
VBK
VANGUARD INDEX FDS
+$5.3M
270,128
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.2M
195,089
+292%
增持
FTEC
FIDELITY COVINGTON TRUST
+$5.1M
97,443
+46%
增持
JNJ
JOHNSON & JOHNSON
+$4.9M
133,056
+20%
增持
CAT
CATERPILLAR INC
+$4.2M
21,216
+363%
建仓
SCHE
SCHWAB STRATEGIC TR
+$4.2M
169,126
减持
ABNB
AIRBNB INC
-$4.1M
4,863
-87%
增持
MRK
MERCK & CO INC
+$4.1M
127,283
+27%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$4.0M
54,817
减持
AAPL
APPLE INC
+$4.0M
264,960
-8%
增持
PG
PROCTER AND GAMBLE CO
+$3.9M
95,008
+34%
增持
ORCL
ORACLE CORP
+$3.8M
36,200
+539%
减持
SMH
VANECK ETF TRUST
-$3.8M
1,957
-87%
增持
MCD
MCDONALDS CORP
+$3.7M
45,924
+29%
建仓
SCHW
SCHWAB CHARLES CORP
+$3.6M
63,460
增持
CVS
CVS HEALTH CORP
+$3.6M
55,122
+1507%
增持
CSCO
CISCO SYS INC
+$3.4M
124,412
+117%
建仓
IWS
ISHARES TR
+$3.4M
30,994
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.4M
123,736
+14%
建仓
EWL
ISHARES INC
+$3.3M
72,211
建仓
SCHA
SCHWAB STRATEGIC TR
+$3.3M
74,770
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.3M
0
-100%
增持
LLY
LILLY ELI & CO
+$3.2M
21,267
+8%
增持
LQD
ISHARES TR
+$3.2M
31,589
+1337%
增持
AMGN
AMGEN INC
+$3.0M
17,574
+383%
建仓
SCHX
SCHWAB STRATEGIC TR
+$3.0M
56,693
建仓
C
CITIGROUP INC
+$2.9M
63,587
增持
VTI
VANGUARD INDEX FDS
+$2.9M
25,931
+89%
减持
MAR
MARRIOTT INTL INC NEW
-$2.9M
1,900
-90%
建仓
LEMB
ISHARES INC
+$2.9M
77,010
增持
USXF
ISHARES TR
+$2.8M
650,738
+5%
增持
HD
HOME DEPOT INC
+$2.8M
45,022
+19%
建仓
TER
TERADYNE INC
+$2.6M
23,550
建仓
GILD
GILEAD SCIENCES INC
+$2.6M
33,275
减持
WDAY
WORKDAY INC
-$2.6M
4,110
-76%
清仓
QTRX
QUANTERIX CORP
-$2.6M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.6M
15,340
-39%
建仓
PFF
ISHARES TR
+$2.4M
78,520
建仓
EMB
ISHARES TR
+$2.4M
28,030
增持
PFE
PFIZER INC
+$2.4M
93,892
+259%
建仓
KHC
KRAFT HEINZ CO
+$2.3M
65,580
增持
FDX
FEDEX CORP
+$2.3M
11,007
+507%
增持
EMR
EMERSON ELEC CO
+$2.3M
28,294
+868%
增持
BA
BOEING CO
+$2.3M
13,256
+465%
增持
INTC
INTEL CORP
+$2.2M
97,020
+206%
增持
—
EXXON MOBIL CORP
+$2.2M
41,856
+98%
增持
QCOM
QUALCOMM INC
+$2.1M
75,485
+41%
清仓
IEF
ISHARES TR
-$2.1M
0
-100%
建仓
F
FORD MTR CO DEL
+$2.1M
138,585
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$2.0M
10,857
-70%
建仓
REM
ISHARES TR
+$2.0M
85,990
建仓
SCHB
SCHWAB STRATEGIC TR
+$2.0M
39,007
增持
—
BLACKROCK INC
+$2.0M
13,074
+25%
建仓
BDX
BECTON DICKINSON & CO
+$2.0M
7,474
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.0M
405
-89%
减持
IAU
ISHARES GOLD TR
-$1.9M
10,635
-83%
增持
KO
COCA COLA CO
+$1.9M
48,767
+192%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.9M
4,723
+449%
建仓
SJNK
SPDR SER TR
+$1.9M
75,475
增持
GOOGL
ALPHABET INC
+$1.9M
46,222
+31%
建仓
DBA
INVESCO DB MULTI-SECTOR COMM
+$1.8M
86,776
减持
MUB
ISHARES TR
-$1.8M
555,137
-2%
建仓
CEMB
ISHARES INC
+$1.8M
41,825
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$1.8M
107,233
增持
HON
HONEYWELL INTL INC
+$1.8M
43,617
+15%
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
34,056
+2%
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.8M
5,438
增持
SCHV
SCHWAB STRATEGIC TR
+$1.7M
34,885
+259%
增持
LMT
LOCKHEED MARTIN CORP
+$1.7M
17,470
+30%
建仓
OKE
ONEOK INC NEW
+$1.7M
27,324
建仓
IGSB
ISHARES TR
+$1.7M
33,354
建仓
PYPL
PAYPAL HLDGS INC
+$1.7M
24,733
建仓
VIGI
VANGUARD WHITEHALL FDS
+$1.6M
21,925
建仓
BIDU
BAIDU INC
+$1.6M
11,932
增持
WMT
WALMART INC
+$1.6M
68,834
+10%
增持
VB
VANGUARD INDEX FDS
+$1.6M
9,393
+561%
建仓
IWP
ISHARES TR
+$1.6M
16,251
清仓
NOW
SERVICENOW INC
-$1.6M
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$1.5M
0
-100%
增持
IJR
ISHARES TR
+$1.5M
20,881
+279%
增持
DEO
DIAGEO PLC
+$1.5M
48,440
+28%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
14,705
+25%
减持
ADI
ANALOG DEVICES INC
-$1.5M
1,119
-87%
清仓
DHR
DANAHER CORPORATION
-$1.5M
0
-100%
减持
OKTA
OKTA INC
-$1.5M
2,988
-85%
建仓
BBWI
BATH & BODY WORKS INC
+$1.4M
36,845
建仓
FCX
FREEPORT-MCMORAN INC
+$1.4M
34,277
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
51,212
+267%
减持
BSM
BLACK STONE MINERALS L P
-$1.3M
57,322
-60%
增持
LOW
LOWES COS INC
+$1.3M
12,511
+68%
增持
OEF
ISHARES TR
+$1.3M
8,126
+330%
建仓
O
REALTY INCOME CORP
+$1.3M
21,583
清仓
HUM
HUMANA INC
-$1.3M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.2M
1,560
-73%
增持
SYK
STRYKER CORPORATION
+$1.2M
5,721
+197%
建仓
FXI
ISHARES TR
+$1.2M
43,100
清仓
PSTG
PURE STORAGE INC
-$1.2M
0
-100%
建仓
NOK
NOKIA CORP
+$1.1M
274,950
减持
VFVA
VANGUARD WELLINGTON FD
-$1.1M
636,006
-4%
增持
V
VISA INC
+$1.1M
63,467
+2%
建仓
AMLP
ALPS ETF TR
+$1.1M
27,130
增持
VOO
VANGUARD INDEX FDS
+$1.1M
6,335
+56%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR
+$1.0M
86,225
增持
TGT
TARGET CORP
-$1.0M
37,175
+4%
清仓
—
ASML HOLDING N V
-$975.5K
0
-100%
增持
NKE
NIKE INC
+$960.9K
91,213
+23%
清仓
RBLX
ROBLOX CORP
-$947.5K
0
-100%
增持
T
AT&T INC
+$914.0K
85,828
+263%
建仓
SCHM
SCHWAB STRATEGIC TR
+$886.6K
12,481
减持
KLAC
KLA CORP
+$857.2K
10,729
-1%
减持
AMZN
AMAZON COM INC
-$850.5K
26,000
-37%
增持
—
ACCENTURE PLC IRELAND
+$835.7K
25,467
+4%
减持
SO
SOUTHERN CO
-$813.7K
7,195
-62%
建仓
PM
PHILIP MORRIS INTL INC
+$800.0K
8,195
增持
EFA
ISHARES TR
+$786.9K
20,453
+110%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$784.4K
3,938
+320%
增持
ABT
ABBOTT LABS
+$768.6K
70,744
+3%
增持
BAC
BANK AMERICA CORP
+$766.0K
246,355
+12%
减持
SBUX
STARBUCKS CORP
-$762.6K
70,438
-5%
建仓
NTR
NUTRIEN LTD
+$760.2K
12,873
减持
NEE
NEXTERA ENERGY INC
-$753.2K
171,910
-2%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$744.7K
37,051
增持
PEP
PEPSICO INC
+$743.5K
75,809
+4%
