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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 10
增持 77
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
+$82.4M
2,161,108
-1%
建仓
QLYS
QUALYS INC
+$80.8M
610,746
增持
VEA
VANGUARD TAX-MANAGED FDS
+$64.7M
14,471,672
+3%
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
AGG
ISHARES TR
+$58.0M
7,143,579
+8%
增持
AAPL
APPLE INC
+$49.0M
785,404
+7%
增持
VTV
VANGUARD INDEX FDS
+$45.4M
3,735,111
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$27.6M
4,051,221
+4%
增持
MSFT
MICROSOFT CORP
+$22.2M
412,112
+7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$22.0M
4,283,808
+9%
增持
TJX
TJX COS INC NEW
+$20.4M
343,074
+45%
增持
AXP
AMERICAN EXPRESS CO
+$19.9M
85,371
+222%
增持
AVGO
BROADCOM INC
+$19.3M
255,666
+8%
增持
CAT
CATERPILLAR INC
+$16.8M
107,770
+21%
减持
GOOGL
ALPHABET INC
+$16.4M
297,395
-6%
增持
—
EATON CORP PLC
+$15.9M
58,460
+251%
增持
JNJ
JOHNSON & JOHNSON
+$15.4M
378,652
+5%
增持
PGR
PROGRESSIVE CORP
+$14.9M
65,785
+1226%
增持
NVDA
NVIDIA CORPORATION
+$14.4M
349,678
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$13.9M
3,840,677
+6%
增持
PM
PHILIP MORRIS INTL INC
+$11.4M
82,505
+667%
增持
—
ASML HOLDING N V
+$10.7M
37,575
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.6M
83,646
+90%
增持
BLK
BLACKROCK INC
+$10.3M
30,895
+26%
增持
VBK
VANGUARD INDEX FDS
+$10.0M
365,995
+2%
增持
VBR
VANGUARD INDEX FDS
+$9.8M
483,851
+4%
增持
WM
WASTE MGMT INC DEL
+$9.8M
48,963
+1022%
增持
MCD
MCDONALDS CORP
+$9.6M
138,402
+25%
减持
GOOG
ALPHABET INC
+$8.9M
139,647
-2%
减持
PEP
PEPSICO INC
-$8.7M
157,062
-33%
减持
NYF
ISHARES TR
-$8.6M
183,825
-48%
增持
AMZN
AMAZON COM INC
+$8.3M
219,738
+21%
减持
ABBV
ABBVIE INC
+$8.1M
253,128
-7%
增持
MCK
MCKESSON CORP
+$8.0M
11,438
+956%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$7.7M
562,824
-19%
减持
CRM
SALESFORCE INC
-$7.6M
49,613
-30%
减持
SPY
SPDR S&P 500 ETF TR
+$6.6M
138,593
-0%
减持
SPBO
SPDR SERIES TRUST
-$6.5M
1,160,190
-17%
清仓
—
CARNIVAL CORP
-$6.5M
0
-100%
减持
LDOS
LEIDOS HOLDINGS INC
-$6.3M
30,833
-60%
增持
TIP
ISHARES TR
+$6.2M
57,889
+2925%
增持
TSLA
TESLA INC
+$6.0M
28,109
+38%
减持
NVO
NOVO-NORDISK A S
-$5.9M
193,931
-20%
增持
CI
THE CIGNA GROUP
+$5.7M
22,666
+816%
建仓
SE
SEA LTD
+$5.6M
31,178
建仓
—
NXP SEMICONDUCTORS N V
+$5.6M
24,380
增持
SYK
STRYKER CORPORATION
+$5.5M
23,313
+197%
增持
—
SPOTIFY TECHNOLOGY S A
+$5.4M
12,485
+192%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.4M
67,556
+15%
建仓
J
JACOBS SOLUTIONS INC
+$5.3M
35,381
增持
DIS
DISNEY WALT CO
+$4.9M
75,800
+149%
减持
QCOM
QUALCOMM INC
-$4.9M
144,905
-20%
减持
SPG
SIMON PPTY GROUP INC NEW
-$4.8M
27,396
-56%
增持
EFA
ISHARES TR
+$4.8M
136,693
+52%
清仓
AVB
AVALONBAY CMNTYS INC
-$4.7M
0
-100%
建仓
EFAV
ISHARES TR
+$4.7M
54,853
减持
IVV
ISHARES TR
+$4.6M
181,955
-4%
增持
ITW
ILLINOIS TOOL WKS INC
+$4.6M
27,783
+161%
增持
META
META PLATFORMS INC
+$4.4M
51,375
+14%
清仓
LULU
LULULEMON ATHLETICA INC
-$4.3M
0
-100%
清仓
BWX
SPDR SERIES TRUST
-$4.3M
0
-100%
清仓
IGIB
ISHARES TR
-$4.2M
0
-100%
减持
RTX
RTX CORPORATION
+$4.2M
207,910
-1%
增持
UNP
UNION PAC CORP
+$4.1M
128,387
+13%
增持
VTI
VANGUARD INDEX FDS
+$4.1M
151,698
+1%
减持
HYG
ISHARES TR
-$4.0M
19,338
-72%
减持
EMB
ISHARES TR
-$4.0M
22,066
-67%
清仓
CAR
AVIS BUDGET GROUP
-$4.0M
0
-100%
减持
C
CITIGROUP INC
-$3.9M
141,606
-34%
减持
ORCL
ORACLE CORP
+$3.9M
68,104
-3%
减持
IEFA
ISHARES TR
-$3.8M
85,040
-37%
增持
PG
PROCTER AND GAMBLE CO
+$3.7M
302,671
+13%
建仓
ITT
ITT INC
+$3.6M
20,350
减持
MBB
ISHARES TR
-$3.6M
181,920
-18%
减持
MMM
3M CO
-$3.6M
76,440
-25%
增持
DE
DEERE & CO
+$3.6M
16,610
+110%
增持
KLAC
KLA CORP
+$3.6M
18,309
+1%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.3M
14
+40%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.1M
58,878
+0%
增持
TGT
TARGET CORP
+$3.1M
37,731
+1237%
增持
AMGN
AMGEN INC
+$3.1M
45,213
+31%
减持
LMT
LOCKHEED MARTIN CORP
-$3.0M
32,391
-22%
增持
EDV
VANGUARD WORLD FD
+$3.0M
875,815
+4%
减持
MRK
MERCK & CO INC
-$3.0M
111,751
-28%
减持
HD
HOME DEPOT INC
+$3.0M
98,126
-2%
减持
WMT
WALMART INC
-$2.9M
369,036
-12%
增持
HON
HONEYWELL INTL INC
-$2.9M
132,323
+0%
增持
COST
COSTCO WHSL CORP NEW
-$2.8M
49,098
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.8M
136,688
+3%
增持
IEMG
ISHARES INC
+$2.8M
141,557
+30%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
49,987
-1%
减持
VOO
VANGUARD INDEX FDS
+$2.7M
72,658
-1%
增持
SCMB
SCHWAB STRATEGIC TR
+$2.6M
198,918
+101%
增持
GAP
GAP INC
+$2.6M
352,757
+55%
建仓
DAR
DARLING INGREDIENTS INC
+$2.5M
81,347
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.4M
14,175
-38%
减持
FHLC
FIDELITY COVINGTON TRUST
-$2.4M
146,768
-23%
减持
VFVA
VANGUARD WELLINGTON FD
-$2.3M
93,420
-22%
减持
APP
APPLOVIN CORP
+$2.3M
6,974
-9%
增持
DHR
DANAHER CORPORATION
+$2.3M
92,301
+14%
增持
LOW
LOWES COS INC
+$2.2M
53,700
+6%
清仓
ARM
ARM HOLDINGS PLC
-$2.1M
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$2.1M
10,796
+573%
减持
CL
COLGATE PALMOLIVE CO
-$2.1M
182,258
-0%
建仓
CASY
CASEYS GEN STORES INC
+$1.9M
3,418
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.9M
27,426
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$1.9M
390,461
-9%
减持
MUB
ISHARES TR
+$1.9M
2,395,411
-1%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$1.8M
49,485
减持
APO
APOLLO GLOBAL MGMT INC
-$1.7M
31,671
-24%
增持
IAU
ISHARES GOLD TR
+$1.7M
116,234
+7%
增持
KO
COCA COLA CO
+$1.7M
139,454
+30%
减持
AEM
AGNICO EAGLE MINES LTD
+$1.7M
45,019
-9%
减持
NEE
NEXTERA ENERGY INC
+$1.7M
421,005
-3%
增持
RBRK
RUBRIK INC.
+$1.7M
43,713
+103%
增持
GE
GE AEROSPACE
+$1.7M
32,078
+3%
减持
CVX
CHEVRON CORP NEW
-$1.6M
87,944
-17%
减持
IUSG
ISHARES TR
+$1.6M
116,472
-0%
减持
TMUS
T-MOBILE US INC
-$1.5M
45,122
-13%
减持
SAN
BANCO SANTANDER S.A.
+$1.5M
694,455
-1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.5M
0
-100%
减持
ESGV
VANGUARD WORLD FD
+$1.4M
170,688
-0%
增持
V
VISA INC
-$1.4M
168,777
+2%
增持
TER
TERADYNE INC
+$1.3M
27,569
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
114,730
+8%
增持
KMI
KINDER MORGAN INC DEL
+$1.2M
57,557
+342%
增持
COR
CENCORA INC
+$1.2M
37,625
+7%
增持
SPGI
S&P GLOBAL INC
-$1.2M
35,611
+1%
减持
CMF
ISHARES TR
-$1.2M
315,395
-8%
减持
PSTG
PURE STORAGE INC
+$1.2M
51,157
-5%
增持
CWB
SPDR SERIES TRUST
+$1.2M
81,856
+8%
增持
MDLZ
MONDELEZ INTL INC
+$1.1M
33,115
+143%
增持
GEV
GE VERNOVA INC
+$1.1M
12,567
+1%
建仓
DOCU
DOCUSIGN INC
+$1.1M
15,725
减持
INTC
INTEL CORP
+$1.1M
105,262
-2%
减持
QQQ
INVESCO QQQ TR
+$1.1M
67,111
-6%
减持
CSCO
CISCO SYS INC
-$1.1M
267,313
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
6,250
-39%
减持
IEI
ISHARES TR
-$1.0M
137,852
-6%
增持
AME
AMETEK INC
+$1.0M
8,052
+186%
增持
BA
BOEING CO
+$1.0M
55,160
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$993.1K
13,601
+21%
增持
ISRG
INTUITIVE SURGICAL INC
+$992.4K
11,609
+50%
增持
PFF
ISHARES TR
+$981.3K
147,624
+23%
增持
SAP
SAP SE
-$966.0K
38,252
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$955.8K
11,251
-1%
减持
IJR
ISHARES TR
+$917.3K
156,847
-3%
增持
GLD
SPDR GOLD TR
+$881.2K
8,658
+20%
增持
—
ASTRAZENECA PLC
+$873.9K
61,933
+12%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$833.1K
51,046
-17%
减持
IWF
ISHARES TR
+$818.8K
130,108
-8%
