小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 32
增持 88
减持 21
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$33.2M
4,674,349
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$22.8M
4,368,898
+8%
增持
SPYG
SPDR SER TR
+$22.6M
3,364,739
+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
SCHM
SCHWAB STRATEGIC TR
+$17.9M
1,936,463
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$12.0M
2,159,419
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$11.8M
1,509,919
+10%
增持
SPHY
SPDR SER TR
+$11.5M
3,265,320
+13%
增持
SPSB
SPDR SER TR
+$10.2M
2,341,848
+14%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$9.6M
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$9.5M
377,452
+17%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$8.8M
3,306,309
+15%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$8.0M
1,899,234
+6%
增持
XLRE
SELECT SECTOR SPDR TR
+$7.9M
806,679
+10%
增持
XLP
SELECT SECTOR SPDR TR
+$7.5M
371,389
+22%
增持
XLU
SELECT SECTOR SPDR TR
+$7.0M
208,688
+44%
增持
XLC
SELECT SECTOR SPDR TR
+$6.9M
403,054
+17%
增持
XLI
SELECT SECTOR SPDR TR
+$6.5M
343,635
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$6.2M
266,689
-18%
增持
SPTL
SPDR SER TR
+$5.4M
970,739
+16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.3M
546,335
+8%
增持
AAPL
APPLE INC
+$5.2M
113,574
+12%
增持
SPEM
SPDR INDEX SHS FDS
+$5.1M
1,165,052
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$5.1M
182,209
-20%
减持
USHY
ISHARES TR
-$4.9M
38,399
-78%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$4.8M
2,164,344
+8%
增持
ICVT
ISHARES TR
+$4.8M
459,339
+7%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$4.5M
494,561
+5%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$4.3M
998,530
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.2M
22,530
-71%
增持
VWOB
VANGUARD WHITEHALL FDS
+$4.0M
385,783
+13%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$4.0M
0
-100%
减持
SCHC
SCHWAB STRATEGIC TR
-$3.8M
18,978
-85%
增持
PJUL
INNOVATOR ETFS TRUST
+$3.0M
139,211
+102%
增持
SPAB
SPDR SER TR
+$2.9M
774,981
+12%
减持
PSEP
INNOVATOR ETFS TRUST
-$2.7M
35,987
-67%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.6M
701,629
+4%
增持
MSFT
MICROSOFT CORP
+$2.4M
32,669
+25%
增持
XLK
SELECT SECTOR SPDR TR
+$2.4M
479,934
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.3M
512,337
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
143,647
+13%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
600,848
+5%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$1.8M
0
-100%
增持
PAUG
INNOVATOR ETFS TRUST
+$1.8M
152,423
+41%
建仓
MLPA
GLOBAL X FDS
+$1.8M
37,841
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
140,184
-2%
减持
EMB
ISHARES TR
-$1.7M
2,758
-88%
增持
COWZ
PACER FDS TR
+$1.7M
191,699
+11%
减持
USRT
ISHARES TR
-$1.7M
5,933
-84%
建仓
ZSEP
INNOVATOR ETFS TRUST
+$1.6M
65,500
增持
META
META PLATFORMS INC
+$1.3M
6,072
+41%
减持
GLDM
WORLD GOLD TR
-$1.3M
35,427
-48%
增持
TSLA
TESLA INC
+$1.3M
14,984
+13%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.2M
245,304
+7%
增持
VOE
VANGUARD INDEX FDS
+$1.2M
68,793
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
152,102
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$1.0M
100,356
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
104,025
+11%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$986.5K
394,339
+12%
增持
AMZN
AMAZON COM INC
+$945.5K
36,291
+21%
增持
GOOGL
ALPHABET INC
+$911.1K
16,122
+67%
增持
UPS
UNITED PARCEL SERVICE INC
+$909.5K
26,560
+34%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$887.7K
341,962
+12%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$861.8K
264,168
+14%
增持
DFLV
DIMENSIONAL ETF TRUST
+$847.8K
294,167
+4%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$802.2K
220,723
+16%
建仓
FELC
FIDELITY COVINGTON TRUST
+$754.6K
23,514
增持
VOT
VANGUARD INDEX FDS
+$744.3K
45,666
+1%
增持
IAU
ISHARES GOLD TR
+$739.4K
52,066
+24%
增持
GOOG
ALPHABET INC
+$726.1K
21,387
+38%
增持
DFIS
DIMENSIONAL ETF TRUST
+$683.8K
217,555
+4%
增持
HD
HOME DEPOT INC
+$668.4K
9,892
+2%
增持
VBR
VANGUARD INDEX FDS
+$655.5K
33,197
+1%
减持
SPYM
SPDR SER TR
+$602.0K
202,783
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$576.9K
10,501
+0%
增持
DE
DEERE & CO
+$561.6K
12,755
+0%
增持
CAT
CATERPILLAR INC
+$528.9K
4,827
+18%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$498.2K
104,607
-9%
减持
BIV
VANGUARD BD INDEX FDS
-$495.6K
31,653
-20%
清仓
—
MACATAWA BK CORP
-$474.1K
0
-100%
建仓
WTFC
WINTRUST FINL CORP
+$467.9K
4,309
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$452.5K
185,667
+9%
减持
VUG
VANGUARD INDEX FDS
-$447.4K
16,147
-9%
减持
PMAR
INNOVATOR ETFS TRUST
-$445.0K
69,990
-17%
增持
WMT
WALMART INC
+$443.5K
28,420
+4%
减持
IJH
ISHARES TR
+$437.1K
128,020
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$437.0K
8,037
+4%
建仓
A
AGILENT TECHNOLOGIES INC
+$434.8K
2,928
增持
VTI
VANGUARD INDEX FDS
+$433.8K
25,744
+0%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$423.3K
178,581
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$418.6K
16,792
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$416.0K
212,595
+6%
清仓
RTX
RTX CORPORATION
-$407.5K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
+$402.9K
199,462
+2%
增持
NLR
VANECK ETF TRUST
+$397.7K
10,065
+82%
增持
VBK
VANGUARD INDEX FDS
+$391.8K
20,060
+1%
增持
NEE
NEXTERA ENERGY INC
+$368.1K
14,653
+19%
增持
XEL
XCEL ENERGY INC
+$362.5K
8,669
+127%
减持
SHW
SHERWIN WILLIAMS CO
+$354.4K
5,295
-5%
增持
VOO
VANGUARD INDEX FDS
+$351.1K
9,058
+2%
清仓
FIIG
FIRST TR EXCHANGE-TRADED FD
-$344.1K
0
-100%
增持
SHYG
ISHARES TR
+$332.9K
148,354
+2%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$328.6K
9,362
增持
DFIV
DIMENSIONAL ETF TRUST
+$327.6K
85,565
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$310.6K
32,438
+7%
清仓
BIL
SPDR SER TR
-$305.0K
0
-100%
增持
KO
COCA COLA CO
+$301.7K
16,686
+18%
增持
LLY
ELI LILLY & CO
+$301.3K
3,618
+13%
增持
PJUN
INNOVATOR ETFS TRUST
+$300.1K
155,830
+2%
增持
T
AT&T INC
+$294.6K
82,793
+4%
增持
VXF
VANGUARD INDEX FDS
+$293.1K
3,243
+84%
增持
COST
COSTCO WHSL CORP NEW
+$289.4K
2,991
+8%
建仓
GLIN
VANECK ETF TRUST
+$285.9K
5,237
建仓
AOS
SMITH A O CORP
+$285.7K
3,180
增持
ORCL
ORACLE CORP
+$283.5K
3,157
+75%
建仓
SPTS
SPDR SER TR
+$279.7K
9,507
建仓
FISV
FISERV INC
+$270.6K
1,506
增持
HSY
HERSHEY CO
+$269.2K
2,894
+86%
增持
NFLX
NETFLIX INC
+$263.1K
1,881
+19%
建仓
JBL
JABIL INC
+$261.0K
2,178
建仓
—
ROYAL CARIBBEAN GROUP
+$260.9K
1,471
建仓
IWB
ISHARES TR
+$257.5K
819
建仓
FITB
FIFTH THIRD BANCORP
+$257.0K
5,998
建仓
—
CARNIVAL CORP
+$256.9K
13,903
建仓
HEWJ
ISHARES TR
+$256.4K
6,245
清仓
—
LAM RESEARCH CORP
-$255.6K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$255.1K
2,105
减持
UNH
UNITEDHEALTH GROUP INC
+$254.8K
4,280
-3%
建仓
EXAS
EXACT SCIENCES CORP
+$254.6K
3,737
建仓
HWM
HOWMET AEROSPACE INC
+$254.0K
2,532
建仓
EPI
WISDOMTREE TR
+$253.7K
5,027
增持
JNJ
JOHNSON & JOHNSON
+$251.6K
6,731
+17%
建仓
—
ARCELLX INC
+$250.5K
3,000
增持
JPM
JPMORGAN CHASE & CO.
+$249.8K
11,882
+7%
增持
AMAT
APPLIED MATLS INC
-$245.6K
10,666
+5%
建仓
SWK
STANLEY BLACK & DECKER INC
+$244.5K
2,220
建仓
CEG
CONSTELLATION ENERGY CORP
+$243.9K
938
减持
LMT
LOCKHEED MARTIN CORP
+$241.9K
2,139
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$238.9K
699
建仓
TFC
TRUIST FINL CORP
+$238.6K
5,579
建仓
IEF
ISHARES TR
+$238.5K
2,431
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$238.5K
3,089
减持
GNTX
GENTEX CORP
-$237.9K
53,215
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$236.4K
14,160
+48%
减持
SHV
ISHARES TR
-$232.1K
17,241
-11%
清仓
—
ARISTA NETWORKS INC
-$228.9K
0
-100%
建仓
GTLS
CHART INDS INC
+$228.3K
1,839
建仓
—
KELLANOVA
+$226.4K
2,805
建仓
BRO
BROWN & BROWN INC
+$226.4K
2,185
建仓
ECL
ECOLAB INC
+$225.2K
882
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$225.0K
8,955
