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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 31
增持 109
减持 9
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MUB
ISHARES TR
+$237.8M
2,729,275
+382%
减持
VTEB
VANGUARD MUN BD FDS
-$202.5M
3,053,991
-59%
增持
VUG
VANGUARD INDEX FDS
+$109.7M
2,734,202
+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
AAPL
APPLE INC
+$101.6M
831,496
+143%
增持
MSFT
MICROSOFT CORP
+$94.6M
384,058
+144%
增持
SPBO
SPDR SER TR
+$92.8M
12,697,673
+25%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$87.8M
8,495,588
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$74.3M
10,533,459
+7%
增持
VTV
VANGUARD INDEX FDS
+$66.2M
4,640,724
+2%
建仓
IVE
ISHARES TR
+$54.5M
313,605
增持
MBB
ISHARES TR
+$51.0M
2,235,560
+25%
增持
JPM
JPMORGAN CHASE & CO
+$46.9M
425,779
+142%
增持
IWF
ISHARES TR
+$46.4M
156,656
+3719%
增持
NEE
NEXTERA ENERGY INC
+$43.9M
894,822
+390%
增持
MCD
MCDONALDS CORP
+$37.6M
169,168
+256%
增持
ABBV
ABBVIE INC
+$36.9M
319,914
+277%
增持
IVV
ISHARES TR
+$35.1M
190,776
+46%
增持
AVGO
BROADCOM INC
+$33.2M
35,871
+335%
增持
PG
PROCTER AND GAMBLE CO
+$30.2M
304,901
+207%
增持
COST
COSTCO WHSL CORP NEW
+$29.8M
75,049
+115%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.0M
109,856
+277%
增持
ELV
ELEVANCE HEALTH INC
+$27.5M
89,221
+166%
增持
V
VISA INC
+$27.3M
175,196
+121%
增持
VTI
VANGUARD INDEX FDS
+$25.7M
134,486
+360%
增持
JNJ
JOHNSON & JOHNSON
+$24.9M
306,991
+106%
增持
HD
HOME DEPOT INC
+$23.9M
112,341
+126%
增持
GOOGL
ALPHABET INC
+$22.2M
215,651
+258%
增持
LLY
ELI LILLY & CO
+$22.2M
59,077
+159%
增持
IJR
ISHARES TR
+$22.1M
226,073
+802%
增持
—
EXXON MOBIL CORP
+$22.1M
273,963
+506%
增持
TGT
TARGET CORP
+$21.7M
184,343
+351%
增持
PEP
PEPSICO INC
+$21.1M
217,482
+133%
增持
PLD
PROLOGIS INC.
+$20.2M
153,676
+6946%
建仓
COR
CENCORA INC
+$20.2M
98,380
增持
ABT
ABBOTT LABS
+$20.1M
248,214
+231%
增持
AMZN
AMAZON COM INC
+$18.8M
165,210
+234%
增持
SCHW
SCHWAB CHARLES CORP
+$18.5M
319,006
+404%
增持
WMT
WALMART INC
+$18.3M
187,918
+166%
增持
MRK
MERCK & CO INC
+$18.2M
293,682
+119%
增持
LOW
LOWES COS INC
+$17.5M
91,953
+535%
增持
FDX
FEDEX CORP
+$16.5M
77,463
+572%
增持
ORCL
ORACLE CORP
+$16.4M
192,800
+416%
增持
UNP
UNION PAC CORP
+$16.4M
113,886
+100%
增持
NKE
NIKE INC
+$16.1M
262,607
+102%
建仓
TMUS
T-MOBILE US INC
+$15.7M
98,121
增持
WFC
WELLS FARGO CO NEW
+$15.6M
324,018
+4157%
增持
CVX
CHEVRON CORP NEW
+$15.6M
122,868
+657%
增持
QQQ
INVESCO QQQ TR
+$14.4M
41,239
+483%
增持
LQD
ISHARES TR
+$14.3M
159,419
+383%
建仓
—
JOHNSON CTLS INTL PLC
+$14.2M
246,902
增持
HON
HONEYWELL INTL INC
+$13.4M
103,233
+132%
增持
TJX
TJX COS INC NEW
+$13.3M
244,405
+126%
建仓
TLT
ISHARES TR
+$13.2M
133,318
增持
QCOM
QUALCOMM INC
+$12.7M
146,771
+92%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.5M
2,491,769
+9%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$12.2M
75,359
-70%
增持
—
LINDE PLC
+$12.1M
51,981
+110%
增持
NVDA
NVIDIA CORPORATION
+$12.1M
26,767
+866%
增持
EMB
ISHARES TR
+$11.8M
158,349
+473%
建仓
BWX
SPDR SER TR
+$11.8M
508,087
增持
LMT
LOCKHEED MARTIN CORP
+$11.5M
41,815
+130%
增持
VBK
VANGUARD INDEX FDS
+$11.5M
291,311
+6%
增持
—
BLACKROCK INC
+$11.4M
25,555
+77%
增持
RTX
RTX CORPORATION
+$11.3M
234,535
+101%
增持
META
META PLATFORMS INC
+$11.2M
58,474
+85%
增持
VOO
VANGUARD INDEX FDS
+$11.1M
31,567
+358%
增持
SPY
SPDR S&P 500 ETF TR
+$10.9M
87,490
+22%
建仓
UBER
UBER TECHNOLOGIES INC
+$10.8M
175,239
增持
GOOG
ALPHABET INC
+$10.1M
161,173
+68%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.9M
33,959
+114%
增持
—
ACCENTURE PLC IRELAND
+$9.9M
50,808
+96%
增持
CSCO
CISCO SYS INC
+$9.3M
339,844
+131%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$9.2M
42,678
+1353%
增持
VBR
VANGUARD INDEX FDS
+$9.1M
360,429
+3%
增持
CL
COLGATE PALMOLIVE CO
+$8.9M
193,549
+112%
增持
CMCSA
COMCAST CORP NEW
+$8.8M
437,218
+87%
增持
—
ASML HOLDING N V
+$8.5M
12,396
+767%
增持
SBUX
STARBUCKS CORP
+$8.5M
162,876
+108%
增持
IJH
ISHARES TR
+$8.4M
55,503
+98%
增持
NVO
NOVO-NORDISK A S
+$7.8M
92,806
+367%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.5M
52,145
+620%
建仓
EEM
ISHARES TR
+$7.3M
180,525
增持
ISRG
INTUITIVE SURGICAL INC
+$7.1M
22,327
+1355%
增持
HYLB
DBX ETF TR
+$7.1M
346,361
+124%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$6.9M
59,459
-73%
减持
VFVA
VANGUARD WELLINGTON FD
+$6.9M
617,620
-1%
建仓
SAP
SAP SE
+$6.6M
42,801
增持
TSLA
TESLA INC
+$6.6M
28,836
+1075%
建仓
FTNT
FORTINET INC
+$6.5M
110,789
增持
KLAC
KLA CORP
+$6.4M
19,544
+81%
增持
IEFA
ISHARES TR
+$6.4M
145,130
+144%
减持
BND
VANGUARD BD INDEX FDS
-$6.4M
182,513
-36%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$6.3M
6,649
增持
ANGL
VANECK ETF TRUST
+$6.2M
398,000
+107%
建仓
EMSF
MATTHEWS INTL FDS
+$6.1M
236,565
增持
SCZ
ISHARES TR
+$6.0M
114,542
+487%
增持
NFLX
NETFLIX INC
+$6.0M
12,890
+1519%
增持
EFG
ISHARES TR
+$5.8M
196,092
+28%
建仓
NULV
NUSHARES ETF TR
+$5.5M
151,925
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.4M
11
+1000%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$5.2M
37,733
增持
PFE
PFIZER INC
+$5.1M
291,324
+198%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.0M
129,516
+18%
增持
GLD
SPDR GOLD TR
+$4.9M
30,591
+441%
建仓
EFAV
ISHARES TR
+$4.8M
69,884
建仓
CNI
CANADIAN NATL RY CO
+$4.7M
37,556
增持
SCHV
SCHWAB STRATEGIC TR
+$4.6M
97,919
+185%
增持
NOW
SERVICENOW INC
+$4.6M
9,178
+171%
增持
INTC
INTEL CORP
+$4.5M
167,899
+54%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$4.5M
2,390
-94%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$4.4M
37,521
增持
IEI
ISHARES TR
+$4.4M
44,017
+584%
增持
ADBE
ADOBE INC
+$4.3M
9,436
+276%
增持
DEO
DIAGEO PLC
+$4.3M
79,481
+63%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.2M
43,028
+1349%
增持
CRM
SALESFORCE INC
+$4.2M
17,649
+674%
建仓
ITB
ISHARES TR
+$4.1M
40,311
增持
VXUS
VANGUARD STAR FDS
+$4.0M
75,790
+929%
减持
FBND
FIDELITY MERRIMACK STR TR
-$4.0M
83,214
-54%
增持
BA
BOEING CO
+$3.9M
24,761
+84%
建仓
APD
AIR PRODS & CHEMS INC
+$3.9M
14,162
增持
EFA
ISHARES TR
+$3.8M
70,815
+226%
建仓
SMH
VANECK ETF TRUST
+$3.8M
21,506
建仓
IHI
ISHARES TR
+$3.6M
66,978
清仓
KIE
SPDR SER TR
-$3.6M
0
-100%
建仓
KBE
SPDR SER TR
+$3.5M
76,425
建仓
IWN
ISHARES TR
+$3.5M
22,555
增持
IWR
ISHARES TR
+$3.5M
84,711
+87%
建仓
SAN
BANCO SANTANDER S.A.
+$3.4M
820,499
建仓
EZU
ISHARES INC
+$3.4M
71,463
建仓
RIO
RIO TINTO PLC
+$3.3M
44,733
增持
CME
CME GROUP INC
+$3.3M
16,996
+1067%
增持
MA
MASTERCARD INCORPORATED
+$3.3M
10,719
+230%
增持
KO
COCA COLA CO
+$3.3M
108,461
+95%
增持
CAT
CATERPILLAR INC
+$3.2M
30,780
+43%
增持
AMGN
AMGEN INC
+$3.1M
28,381
+51%
建仓
HMC
HONDA MOTOR LTD
+$3.1M
99,936
建仓
SPGI
S&P GLOBAL INC
+$3.1M
6,964
建仓
IDXX
IDEXX LABS INC
+$3.1M
5,525
减持
TFI
SPDR SER TR
-$3.0M
19,288
-79%
增持
SPDW
SPDR INDEX SHS FDS
+$2.8M
109,076
+288%
增持
DE
DEERE & CO
+$2.7M
8,223
+444%
减持
EWJ
ISHARES INC
-$2.7M
11,448
-80%
增持
—
CHUBB LIMITED
+$2.6M
13,623
+557%
增持
MMM
3M CO
+$2.6M
28,740
+436%
增持
AXP
AMERICAN EXPRESS CO
+$2.6M
24,689
+85%
增持
GE
GENERAL ELECTRIC CO
+$2.6M
23,933
+467%
建仓
SHEN
SHENANDOAH TELECOMMUNICATION
+$2.6M
119,465
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$2.5M
13,572
增持
DIS
DISNEY WALT CO
+$2.5M
42,308
+152%
