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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 74
减持 58
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$92.7M
15,365,116
+6%
增持
AGG
ISHARES TR
+$81.5M
7,986,037
+12%
增持
VUG
VANGUARD INDEX FDS
+$56.6M
2,240,580
+4%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$45.6M
301,164
+216%
增持
VYM
VANGUARD WHITEHALL FDS
+$29.2M
289,191
+232%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$28.8M
3,801,654
-11%
减持
IWF
ISHARES TR
-$25.9M
73,960
-43%
减持
QQQ
INVESCO QQQ TR
-$24.7M
25,370
-62%
增持
IWD
ISHARES TR
+$23.0M
125,639
+644%
增持
GOOGL
ALPHABET INC
+$21.9M
300,812
+1%
减持
LLY
ELI LILLY & CO
+$20.2M
65,327
-0%
增持
AAPL
APPLE INC
+$17.7M
803,952
+2%
减持
MSFT
MICROSOFT CORP
-$15.3M
409,549
-1%
增持
SYK
STRYKER CORPORATION
+$14.4M
65,413
+181%
减持
PEP
PEPSICO INC
-$13.1M
62,300
-60%
减持
QUAL
ISHARES TR
-$12.9M
43,034
-61%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$12.4M
8,614
-82%
增持
CAT
CATERPILLAR INC
+$11.5M
109,833
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$10.4M
97,842
+281%
增持
SPGI
S&P GLOBAL INC
+$10.2M
52,592
+48%
增持
VOO
VANGUARD INDEX FDS
+$10.0M
86,969
+20%
增持
GOOG
ALPHABET INC
+$9.8M
139,748
+0%
减持
PGR
PROGRESSIVE CORP
-$9.7M
28,547
-57%
增持
VTEB
VANGUARD MUN BD FDS
+$9.6M
4,014,749
+5%
增持
IEFA
ISHARES TR
+$9.1M
184,979
+118%
减持
WM
WASTE MGMT INC DEL
-$9.1M
7,881
-84%
减持
NVO
NOVO-NORDISK A S
-$8.9M
36,710
-81%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.9M
80,143
+36%
清仓
GAP
GAP INC
-$7.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$7.1M
239,876
+9%
减持
CWB
SPDR SERIES TRUST
-$7.0M
4,746
-94%
减持
PM
PHILIP MORRIS INTL INC
-$6.8M
40,884
-50%
增持
META
META PLATFORMS INC
+$6.8M
67,444
+31%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$6.6M
0
-100%
减持
ORCL
ORACLE CORP
-$6.5M
65,086
-4%
增持
IJH
ISHARES TR
+$6.3M
374,881
+33%
增持
—
EXXON MOBIL CORP
+$6.2M
271,940
+16%
增持
MAR
MARRIOTT INTL INC NEW
+$6.1M
21,342
+1021%
减持
MMM
3M CO
-$6.1M
36,145
-53%
减持
NKE
NIKE INC
-$6.1M
55,492
-60%
减持
TIP
ISHARES TR
-$6.0M
4,011
-93%
减持
TMUS
T-MOBILE US INC
-$6.0M
23,763
-47%
建仓
JBL
JABIL INC
+$5.7M
25,093
减持
—
SPOTIFY TECHNOLOGY S A
-$5.6M
5,278
-58%
清仓
SE
SEA LTD
-$5.6M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.5M
4,184,943
+3%
减持
SPYM
SPDR SERIES TRUST
-$5.4M
30,632
-69%
增持
DE
DEERE & CO
+$5.2M
27,587
+66%
增持
SCHW
SCHWAB CHARLES CORP
+$5.2M
228,032
+24%
减持
CVX
CHEVRON CORP NEW
-$5.2M
55,793
-37%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
142,832
+3%
减持
MSI
MOTOROLA SOLUTIONS INC
-$5.1M
673
-94%
增持
AVGO
BROADCOM INC
+$5.0M
258,065
+1%
增持
ALL
ALLSTATE CORP
+$5.0M
81,901
+45%
增持
V
VISA INC
+$4.7M
177,724
+5%
清仓
EEMV
ISHARES INC
-$4.6M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$4.5M
355,702
+18%
建仓
GWW
WW GRAINGER INC
+$4.4M
4,346
增持
CARR
CARRIER GLOBAL CORPORATION
+$4.4M
87,967
+1854%
减持
VTV
VANGUARD INDEX FDS
+$4.3M
3,669,869
-2%
减持
COST
COSTCO WHSL CORP NEW
-$4.3M
47,773
-3%
清仓
APO
APOLLO GLOBAL MGMT INC
-$4.2M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$4.2M
496,724
+3%
增持
VMC
VULCAN MATLS CO
+$4.2M
15,550
+1808%
增持
BND
VANGUARD BD INDEX FDS
+$4.2M
258,238
+28%
增持
EFV
ISHARES TR
+$4.0M
59,652
+1810%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
370,958
+6%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
160,026
+5%
建仓
—
ROYAL CARIBBEAN GROUP
+$3.8M
13,767
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.8M
500,899
-11%
减持
—
ASML HOLDING N V
+$3.7M
37,479
-0%
增持
AXP
AMERICAN EXPRESS CO
+$3.7M
86,571
+1%
减持
SPBO
SPDR SERIES TRUST
-$3.6M
1,049,314
-10%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$3.5M
777,372
-8%
增持
RTX
RTX CORPORATION
+$3.4M
208,357
+0%
减持
REGN
REGENERON PHARMACEUTICALS
-$3.4M
400
-94%
增持
WMT
WALMART INC
+$3.4M
371,628
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$3.2M
55,480
+102%
增持
NYF
ISHARES TR
+$3.2M
242,338
+32%
减持
BLK
BLACKROCK INC
-$3.2M
30,705
-1%
增持
IVV
ISHARES TR
+$3.1M
182,345
+0%
增持
—
ASTRAZENECA PLC
+$3.0M
83,824
+35%
增持
—
EATON CORP PLC
-$2.9M
58,845
+1%
增持
AMGN
AMGEN INC
+$2.9M
47,753
+6%
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$2.9M
0
-100%
建仓
—
FERRARI N V
+$2.8M
7,642
减持
IGM
ISHARES TR
-$2.8M
27,433
-45%
减持
LDOS
LEIDOS HOLDINGS INC
-$2.7M
17,478
-43%
减持
DHR
DANAHER CORPORATION
+$2.6M
91,299
-1%
增持
CSCO
CISCO SYS INC
+$2.6M
271,001
+1%
减持
QLYS
QUALYS INC
-$2.6M
588,748
-4%
减持
JNJ
JOHNSON & JOHNSON
-$2.6M
326,823
-14%
减持
HON
HONEYWELL INTL INC
-$2.6M
129,602
-2%
增持
KLAC
KLA CORP
+$2.6M
18,360
+0%
减持
VBK
VANGUARD INDEX FDS
-$2.4M
352,451
-4%
减持
ABT
ABBOTT LABS
-$2.4M
244,464
-1%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$2.3M
8,176
减持
IVE
ISHARES TR
-$2.3M
95,641
-12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.3M
30,019
-12%
增持
C
CITIGROUP INC
+$2.2M
142,018
+0%
减持
ITW
ILLINOIS TOOL WKS INC
-$2.2M
20,645
-26%
增持
PFF
ISHARES TR
+$2.1M
219,515
+49%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
572,435
+14%
清仓
DECK
DECKERS OUTDOOR CORP
-$2.1M
0
-100%
增持
TER
TERADYNE INC
+$2.1M
30,433
+10%
减持
TJX
TJX COS INC NEW
-$2.1M
309,280
-10%
减持
RSG
REPUBLIC SVCS INC
-$2.0M
2,078
-81%
增持
BA
BOEING CO
+$2.0M
64,115
+16%
增持
CASY
CASEYS GEN STORES INC
+$2.0M
7,120
+108%
增持
COR
CENCORA INC
+$1.9M
40,517
+8%
减持
—
CHUBB LIMITED
+$1.9M
68,135
-1%
增持
NFLX
NETFLIX INC
-$1.9M
42,979
+769%
减持
MBB
ISHARES TR
-$1.9M
161,873
-11%
建仓
EL
LAUDER ESTEE COS INC
+$1.9M
17,895
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.8M
70,856
+199%
增持
NOW
SERVICENOW INC
+$1.8M
59,515
+646%
清仓
KHC
KRAFT HEINZ CO
-$1.7M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
73,794
-12%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.6M
11,998
+3%
增持
SAN
BANCO SANTANDER SA
+$1.6M
756,489
+9%
建仓
VOYG
VOYAGER TECHNOLOGIES INC
+$1.6M
60,491
减持
MUB
ISHARES TR
-$1.6M
2,366,971
-1%
增持
QCOM
QUALCOMM INC
+$1.5M
149,901
+3%
增持
UBER
UBER TECHNOLOGIES INC
-$1.5M
119,681
+4%
减持
MRK
MERCK & CO INC
+$1.4M
102,862
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
70,203
+4%
增持
VNQ
VANGUARD INDEX FDS
+$1.3M
25,344
+151%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$1.3M
0
-100%
减持
ESGV
VANGUARD WORLD FD
-$1.3M
156,505
-8%
减持
LOW
LOWES COS INC
-$1.3M
50,733
-6%
减持
CRM
SALESFORCE INC
+$1.2M
48,973
-1%
增持
FDX
FEDEX CORP
+$1.2M
15,385
+12%
增持
PANW
PALO ALTO NETWORKS INC
-$1.2M
60,740
+0%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.2M
116,352
-21%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$1.2M
148,803
+9%
增持
EFA
ISHARES TR
+$1.2M
144,995
+6%
减持
IEMG
ISHARES INC
-$1.2M
121,613
-14%
增持
SCMB
SCHWAB STRATEGIC TR
+$1.1M
241,215
+21%
清仓
AVTX
AVALO THERAPEUTICS INC
-$1.1M
0
-100%
减持
LQD
ISHARES TR
-$1.1M
49,240
-16%
增持
AMAT
APPLIED MATLS INC
+$1.1M
10,942
+30%
增持
IWB
ISHARES TR
+$1.0M
14,298
+22%
增持
FCX
FREEPORT-MCMORAN INC
+$1.0M
52,485
+27%
增持
DMXF
ISHARES TR
+$1.0M
145,106
+11%
建仓
CAH
CARDINAL HEALTH INC
+$1.0M
4,956
减持
UNP
UNION PAC CORP
-$1.0M
126,838
-1%
增持
OEF
ISHARES TR
+$973.9K
6,774
+67%
减持
APD
AIR PRODS & CHEMS INC
-$954.6K
12,911
-15%
减持
FTEC
FIDELITY COVINGTON TRUST
-$941.2K
49,996
-9%
减持
PSTG
PURE STORAGE INC
-$934.0K
50,045
-2%
