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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 65
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$248.8M
693,774
-86%
减持
SPBO
SPDR SERIES TRUST
-$179.8M
1,399,638
-82%
增持
AGG
ISHARES TR
+$171.8M
6,634,648
+35%
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
VGSH
VANGUARD SCOTTSDALE FDS
+$144.3M
3,913,888
+168%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$114.1M
14,076,338
+4%
减持
MBB
ISHARES TR
-$111.8M
222,910
-84%
减持
VTV
VANGUARD INDEX FDS
-$105.4M
3,684,307
-16%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$54.7M
873,399
减持
MSFT
MICROSOFT CORP
+$46.3M
384,472
-1%
减持
VFVA
VANGUARD WELLINGTON FD
-$43.9M
120,395
-76%
减持
MRK
MERCK & CO INC
-$36.8M
155,968
-72%
减持
VUG
VANGUARD INDEX FDS
+$33.8M
2,176,216
-12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$31.2M
3,880,468
+9%
减持
MUB
ISHARES TR
-$29.7M
2,423,680
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$28.3M
10,267
-83%
增持
QQQ
INVESCO QQQ TR
+$28.0M
71,028
+198%
增持
IWF
ISHARES TR
+$27.8M
141,610
+58%
增持
GOOGL
ALPHABET INC
+$27.0M
316,973
+70%
减持
AVGO
BROADCOM INC
+$22.8M
235,813
-6%
减持
ZROZ
PIMCO ETF TR
-$21.8M
598,288
-31%
增持
JPM
JPMORGAN CHASE & CO.
+$20.1M
431,284
+1%
增持
NVDA
NVIDIA CORPORATION
+$19.0M
318,886
+9%
建仓
EAGG
ISHARES TR
+$17.5M
368,471
增持
CRM
SALESFORCE INC
+$17.1M
70,885
+746%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$16.3M
58,822
-30%
增持
IVV
ISHARES TR
+$16.2M
188,694
+5%
减持
QUAL
ISHARES TR
-$16.0M
118,687
-46%
增持
VBK
VANGUARD INDEX FDS
+$15.0M
357,304
+7%
增持
DHR
DANAHER CORPORATION
+$14.7M
80,891
+1155%
增持
LLY
ELI LILLY & CO
+$14.5M
64,533
+49%
减持
AAPL
APPLE INC
-$13.4M
735,722
-1%
增持
AMZN
AMAZON COM INC
+$12.1M
182,234
+24%
减持
IWD
ISHARES TR
-$11.6M
13,926
-82%
增持
ALL
ALLSTATE CORP
+$11.6M
58,500
+5675%
减持
ABBV
ABBVIE INC
-$11.3M
271,979
-8%
减持
USMV
ISHARES TR
-$11.2M
6,212
-95%
清仓
HYLB
DBX ETF TR
-$11.1M
0
-100%
增持
NVO
NOVO-NORDISK A S
+$10.6M
242,060
+173%
减持
TLT
ISHARES TR
-$10.6M
7,095
-94%
增持
VBR
VANGUARD INDEX FDS
+$10.5M
467,411
+8%
清仓
ANGL
VANECK ETF TRUST
-$9.7M
0
-100%
减持
IEF
ISHARES TR
-$9.5M
9,329
-91%
增持
VTEB
VANGUARD MUN BD FDS
+$8.0M
3,638,035
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$7.9M
138,769
-0%
增持
META
META PLATFORMS INC
+$7.9M
45,189
+2%
减持
REGN
REGENERON PHARMACEUTICALS
-$7.4M
7,598
-58%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.4M
22,801
+503%
清仓
STZ
CONSTELLATION BRANDS INC
-$7.3M
0
-100%
减持
PEP
PEPSICO INC
-$7.3M
233,256
-8%
增持
SPYM
SPDR SERIES TRUST
+$7.1M
103,866
+1515%
减持
SHYG
ISHARES TR
-$6.9M
11,320
-93%
清仓
USHY
ISHARES TR
-$6.7M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$6.6M
106,523
-19%
减持
DUK
DUKE ENERGY CORP NEW
-$6.5M
49,100
-51%
减持
CL
COLGATE PALMOLIVE CO
-$6.5M
183,083
-26%
减持
LOW
LOWES COS INC
-$6.4M
50,716
-33%
减持
VCEB
VANGUARD WORLD FD
-$6.1M
10,216
-91%
增持
KLAC
KLA CORP
+$6.1M
18,083
+21%
增持
CWB
SPDR SERIES TRUST
+$6.0M
75,628
+1917%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.9M
78,686
+998%
建仓
APO
APOLLO GLOBAL MGMT INC
+$5.9M
41,842
减持
BWX
SPDR SERIES TRUST
-$5.9M
181,952
-61%
增持
IJH
ISHARES TR
+$5.9M
292,281
+39%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$5.9M
127,184
减持
—
MEDTRONIC PLC
-$5.8M
10,415
-86%
减持
SAN
BANCO SANTANDER S.A.
-$5.6M
698,769
-59%
减持
IEI
ISHARES TR
-$5.6M
146,825
-25%
减持
QCOM
QUALCOMM INC
-$5.6M
181,829
-19%
增持
MSI
MOTOROLA SOLUTIONS INC
+$5.5M
13,580
+2274%
减持
ORCL
ORACLE CORP
+$5.4M
69,914
-1%
增持
IAU
ISHARES GOLD TR
+$5.4M
108,225
+374%
增持
—
ASML HOLDING N V
+$5.4M
32,032
+5%
增持
IJR
ISHARES TR
+$5.4M
162,145
+37%
增持
VOO
VANGUARD INDEX FDS
+$5.3M
73,631
+4%
减持
EDV
VANGUARD WORLD FD
-$5.2M
846,098
-3%
清仓
PNC
PNC FINL SVCS GROUP INC
-$5.2M
0
-100%
增持
HYG
ISHARES TR
+$5.1M
69,595
+1042%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$5.1M
0
-100%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$5.0M
0
-100%
建仓
GAP
GAP INC
+$5.0M
227,905
增持
LEMB
ISHARES INC
+$4.9M
168,196
+241%
增持
IEMG
ISHARES INC
+$4.8M
108,616
+240%
清仓
EFV
ISHARES TR
-$4.5M
0
-100%
清仓
EFAV
ISHARES TR
-$4.5M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$4.4M
25,925
-78%
建仓
LULU
LULULEMON ATHLETICA INC
+$4.3M
18,093
建仓
IGIB
ISHARES TR
+$4.2M
79,234
增持
SCZ
ISHARES TR
+$4.2M
88,189
+155%
减持
FHLC
FIDELITY COVINGTON TRUST
-$4.1M
190,273
-20%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.1M
58,788
+6%
增持
SCHV
SCHWAB STRATEGIC TR
+$4.1M
417,376
+48%
建仓
CAR
AVIS BUDGET GROUP
+$4.0M
33,028
增持
JNJ
JOHNSON & JOHNSON
-$3.9M
358,938
+1%
增持
EMB
ISHARES TR
+$3.9M
66,155
+166%
减持
PG
PROCTER AND GAMBLE CO
-$3.7M
268,785
-1%
减持
OWNS
TIDAL TRUST III
-$3.7M
16,211
-93%
增持
GE
GE AEROSPACE
+$3.6M
31,036
+43%
增持
GEV
GE VERNOVA INC
+$3.6M
12,445
+27%
清仓
RIO
RIO TINTO PLC
-$3.4M
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$3.3M
150,326
-3%
减持
CAT
CATERPILLAR INC
+$3.1M
89,179
-7%
增持
GOOG
ALPHABET INC
+$3.1M
141,836
+0%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$3.1M
23,724
+43%
增持
DMXF
ISHARES TR
+$3.0M
129,176
+31%
清仓
SCJ
ISHARES INC
-$2.9M
0
-100%
减持
IUSG
ISHARES TR
+$2.7M
116,843
-0%
减持
MCD
MCDONALDS CORP
-$2.7M
111,034
-1%
减持
TMUS
T-MOBILE US INC
-$2.6M
51,590
-8%
清仓
ACWV
ISHARES INC
-$2.6M
0
-100%
减持
HON
HONEYWELL INTL INC
+$2.5M
131,988
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$2.5M
106,303
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.5M
44,015
+4%
减持
NEE
NEXTERA ENERGY INC
-$2.4M
433,649
-5%
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
48,766
+0%
减持
BLK
BLACKROCK INC
+$2.3M
24,549
-1%
减持
ITA
ISHARES TR
-$2.3M
1,945
-89%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
11,309
+7%
增持
—
EATON CORP PLC
+$2.2M
16,661
+80%
减持
ELV
ELEVANCE HEALTH INC
-$2.2M
40,299
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$2.2M
62,040
+1%
增持
—
EXXON MOBIL CORP
+$2.1M
249,925
+20%
建仓
ARM
ARM HOLDINGS PLC
+$2.1M
13,086
减持
SCHW
SCHWAB CHARLES CORP
+$2.1M
195,225
-3%
减持
FBND
FIDELITY MERRIMACK STR TR
-$2.1M
9,387
-83%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.0M
192,187
+35%
减持
FTEC
FIDELITY COVINGTON TRUST
+$1.9M
59,190
-2%
减持
WMT
WALMART INC
+$1.9M
418,941
-6%
增持
NOW
SERVICENOW INC
+$1.9M
7,755
+1%
增持
BAC
BANK AMERICA CORP
+$1.8M
152,836
+18%
增持
EFG
ISHARES TR
+$1.8M
128,593
+2%
增持
GLDM
WORLD GOLD TR
+$1.8M
59,518
+75%
减持
LRCX
LAM RESEARCH CORP
-$1.8M
10,990
-72%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.7M
16,737
建仓
LUV
SOUTHWEST AIRLS CO
+$1.7M
50,913
减持
NFLX
NETFLIX INC
+$1.6M
4,145
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
177,098
+15%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.6M
494,047
+4%
减持
VHT
VANGUARD WORLD FD
-$1.5M
6,328
-46%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
195,608
+12%
增持
TSLA
TESLA INC
+$1.5M
20,437
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
-$1.3M
61,773
-9%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
26,498
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.3M
61,214
+8%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.3M
4,274
+20%
增持
RBRK
RUBRIK INC.
+$1.3M
21,539
+108%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.3M
21,069
减持
SAP
SAP SE
+$1.3M
36,789
-0%
清仓
DDOG
DATADOG INC
-$1.3M
0
-100%
减持
NULV
NUSHARES ETF TR
-$1.3M
124,330
-22%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.2M
21,005
+280%
