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Advisory Alpha, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Advisory Alpha, LLC
报告期 2026-03-31 · CIK 0001576762
持仓数
545
前50大市值合计
$3.03B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 29
增持 78
减持 35
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$22.5M
3,346,409
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$20.8M
1,231,852
+60%
增持
SCHA
SCHWAB STRATEGIC TR
+$16.2M
2,099,060
+5%
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
SPYG
SPDR SER TR
+$16.0M
2,680,203
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$14.9M
1,530,160
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$14.2M
494,197
+0%
增持
SPDW
SPDR INDEX SHS FDS
+$13.0M
3,000,509
+4%
建仓
XLRE
SELECT SECTOR SPDR TR
+$7.7M
191,316
增持
XLI
SELECT SECTOR SPDR TR
+$7.5M
228,768
+25%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$7.0M
0
-100%
增持
SPHY
SPDR SER TR
+$5.6M
247,225
+2637%
增持
SCHC
SCHWAB STRATEGIC TR
+$5.2M
1,306,115
+4%
增持
XLC
SELECT SECTOR SPDR TR
+$4.4M
422,432
+5%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$4.2M
411,112
+8%
增持
AAPL
APPLE INC
+$4.0M
83,604
+23%
减持
USHY
ISHARES TR
-$3.8M
1,836,198
-10%
增持
SPEM
SPDR INDEX SHS FDS
+$3.4M
1,423,075
+2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.4M
1,674,718
+2%
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$3.4M
154,865
减持
USRT
ISHARES TR
-$3.3M
376,071
-25%
减持
VCLT
VANGUARD SCOTTSDALE FDS
+$3.3M
426,048
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.1M
240,040
-1%
减持
XLY
SELECT SECTOR SPDR TR
+$3.1M
192,155
-1%
增持
TLT
ISHARES TR
+$2.9M
52,228
+108%
增持
SPAB
SPDR SER TR
+$2.7M
832,719
+9%
增持
FLRN
SPDR SER TR
+$2.6M
340,672
+34%
增持
ICVT
ISHARES TR
+$2.3M
403,028
+2%
增持
MSFT
MICROSOFT CORP
+$2.3M
20,521
+19%
增持
XLV
SELECT SECTOR SPDR TR
+$2.1M
266,370
+0%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$2.1M
1,851,516
+2%
减持
VUG
VANGUARD INDEX FDS
+$2.0M
62,725
-2%
增持
LQD
ISHARES TR
+$1.9M
33,395
+88%
增持
XLU
SELECT SECTOR SPDR TR
+$1.9M
133,153
+19%
增持
SPMD
SPDR SER TR
+$1.9M
200,279
+11%
增持
IJH
ISHARES TR
+$1.8M
60,268
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$1.7M
241,833
+6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.7M
581,414
-1%
增持
IEF
ISHARES TR
+$1.7M
38,158
+77%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.6M
1,769,670
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
18,431
+8%
减持
EMB
ISHARES TR
+$1.4M
252,273
-1%
减持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.3M
562,664
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.2M
310,474
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.1M
442,510
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
361,964
+2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.0M
204,015
-1%
增持
AMZN
AMAZON COM INC
+$1.0M
26,890
+12%
增持
PJUL
INNOVATOR ETFS TR
+$990.1K
166,529
+11%
增持
VTIP
VANGUARD MALVERN FDS
+$973.4K
55,881
+57%
增持
SPSM
SPDR SER TR
+$937.8K
134,500
+5%
增持
XLB
SELECT SECTOR SPDR TR
+$910.6K
86,030
+5%
减持
QUAL
ISHARES TR
-$890.1K
4,539
-62%
增持
SHV
ISHARES TR
+$864.6K
25,177
+46%
增持
NVDA
NVIDIA CORPORATION
+$815.6K
7,190
+14%
建仓
JNK
SPDR SER TR
+$742.7K
7,840
增持
NSA
NATIONAL STORAGE AFFILIATES
+$717.8K
72,569
+1%
建仓
SLQD
ISHARES TR
+$715.2K
14,537
建仓
PSA
PUBLIC STORAGE
+$712.9K
2,337
增持
PG
PROCTER AND GAMBLE CO
+$699.7K
13,060
+57%
清仓
IUSB
ISHARES TR
-$695.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$684.4K
2,901
+33%
减持
IWR
ISHARES TR
-$671.1K
3,493
-74%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$659.9K
170,755
-3%
增持
JPM
JPMORGAN CHASE & CO
+$638.2K
9,673
+39%
减持
ESGU
ISHARES TR
-$632.8K
13,028
-39%
减持
COWZ
PACER FDS TR
-$629.4K
7,718
-63%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$628.4K
159,908
+3%
减持
—
TRANSOCEAN LTD
-$619.0K
79,709
-42%
减持
SCHZ
SCHWAB STRATEGIC TR
-$608.7K
8,812
-62%
增持
GOOG
ALPHABET INC
+$604.9K
9,013
+79%
清仓
FTGS
FIRST TR EXCHANGE-TRADED FD
-$594.1K
0
-100%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$589.5K
152,128
+4%
减持
PBT
PERMIAN BASIN RTY TR
-$583.8K
21,006
-49%
减持
SPYM
SPDR SER TR
+$572.9K
534,153
-8%
增持
DFSV
DIMENSIONAL ETF TRUST
+$566.0K
139,252
+1%
清仓
IEMG
ISHARES INC
-$564.2K
0
-100%
减持
EFG
ISHARES TR
-$557.9K
44,852
-21%
减持
EFV
ISHARES TR
-$535.4K
94,806
-15%
增持
HD
HOME DEPOT INC
+$533.9K
9,717
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$529.8K
26,897
+53%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$523.7K
176,466
+9%
增持
LLY
ELI LILLY & CO
+$513.3K
1,612
+103%
增持
PSEP
INNOVATOR ETFS TR
+$508.0K
113,512
+7%
建仓
SCHF
SCHWAB STRATEGIC TR
+$500.5K
13,540
减持
VTV
VANGUARD INDEX FDS
-$480.9K
20,595
-20%
增持
DFAE
DIMENSIONAL ETF TRUST
+$474.5K
238,688
+2%
增持
IWY
ISHARES TR
+$459.8K
18,899
+2%
建仓
POCT
INNOVATOR ETFS TR
+$437.6K
12,116
建仓
AMT
AMERICAN TOWER CORP NEW
+$434.5K
2,012
增持
TSLA
TESLA INC
+$432.8K
10,125
+22%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$426.0K
6,683
增持
GLDM
WORLD GOLD TR
+$412.3K
77,128
+3%
增持
DE
DEERE & CO
+$404.4K
12,826
+2%
减持
BTU
PEABODY ENERGY CORP
-$399.4K
8,978
-62%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$395.3K
0
-100%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$389.2K
147,736
+1%
减持
VTI
VANGUARD INDEX FDS
-$388.5K
27,378
-16%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$386.4K
75,487
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$384.2K
3,352
+22%
增持
DFIV
DIMENSIONAL ETF TRUST
+$383.2K
131,758
+4%
减持
CMBS
ISHARES TR
-$379.5K
24,564
-28%
建仓
TPLC
TIMOTHY PLAN
+$378.8K
9,913
增持
CWB
SPDR SER TR
+$370.2K
67,014
+2%
减持
USMV
ISHARES TR
-$369.5K
10,828
-35%
建仓
IBD
NORTHERN LTS FD TR IV
+$359.7K
15,248
增持
XLE
SELECT SECTOR SPDR TR
+$358.7K
152,891
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$357.8K
799,469
-3%
建仓
SCHE
SCHWAB STRATEGIC TR
+$354.3K
14,290
建仓
—
NXP SEMICONDUCTORS N V
+$353.7K
1,540
减持
EPS
WISDOMTREE TR
+$346.4K
88,824
-1%
增持
CSX
CSX CORP
+$338.9K
33,296
+26%
增持
IAU
ISHARES GOLD TR
+$337.5K
72,552
+2%
减持
VXUS
VANGUARD STAR FDS
-$334.7K
74,883
-14%
清仓
IWM
ISHARES TR
-$332.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$331.8K
7,412
+39%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$326.8K
239,254
+5%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$324.8K
16,760
增持
IAGG
ISHARES TR
+$323.7K
26,509
+30%
清仓
FLLA
FRANKLIN TEMPLETON ETF TR
-$323.1K
0
-100%
增持
V
VISA INC
+$322.6K
3,052
+49%
建仓
INTC
INTEL CORP
+$319.5K
6,358
建仓
SPIB
SPDR SER TR
+$314.5K
9,581
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$314.0K
6,570
增持
SCHG
SCHWAB STRATEGIC TR
+$311.2K
28,581
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$309.0K
82,367
-6%
减持
SHW
SHERWIN WILLIAMS CO
+$309.0K
5,570
-1%
减持
VOO
VANGUARD INDEX FDS
+$308.4K
8,518
-2%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$303.7K
12,502
减持
IYW
ISHARES TR
-$299.3K
8,241
-34%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$297.8K
5,803
增持
PAUG
INNOVATOR ETFS TR
+$292.4K
114,573
+1%
建仓
YUM
YUM BRANDS INC
+$292.4K
2,237
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$289.9K
191,948
+5%
建仓
—
CHUBB LIMITED
+$289.5K
1,281
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$282.6K
177,941
+3%
建仓
ADSK
AUTODESK INC
+$281.9K
1,158
增持
DISV
DIMENSIONAL ETF TRUST
+$281.3K
103,917
+3%
建仓
USD
PROSHARES TR
+$277.9K
5,107
建仓
QCOM
QUALCOMM INC
+$275.6K
1,905
增持
PEP
PEPSICO INC
+$270.1K
6,533
+32%
建仓
ELV
ELEVANCE HEALTH INC
+$268.1K
568
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$268.1K
2,330
建仓
—
ACCENTURE PLC IRELAND
+$267.0K
761
增持
VO
VANGUARD INDEX FDS
+$263.1K
3,118
+41%
建仓
SCHW
SCHWAB CHARLES CORP
+$262.3K
3,812
减持
VOT
VANGUARD INDEX FDS
+$260.0K
14,553
-3%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$246.2K
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$244.5K
2,000
减持
XOP
SPDR SER TR
-$242.9K
3,419
-29%
增持
MRK
MERCK & CO INC
+$241.7K
4,932
+72%
