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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 35
增持 56
减持 39
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
XLF
SELECT SECTOR SPDR TR
-$19.3M
1,016,551
-33%
增持
SPDW
SPDR INDEX SHS FDS
-$13.7M
4,405,127
+1%
减持
SPYV
SPDR SER TR
-$12.5M
4,586,864
-2%
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
XLV
SELECT SECTOR SPDR TR
+$12.4M
388,814
+46%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$11.6M
657,658
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$9.0M
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$7.7M
206,796
+106%
减持
XLE
SELECT SECTOR SPDR TR
-$7.5M
129,809
-39%
增持
FLRN
SPDR SER TR
+$7.0M
689,091
+49%
增持
XLC
SELECT SECTOR SPDR TR
+$6.9M
447,786
+11%
减持
SPEM
SPDR INDEX SHS FDS
-$5.4M
1,112,922
-4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$4.9M
372,681
-1%
减持
SPYG
SPDR SER TR
+$4.7M
3,228,143
-4%
减持
XLRE
SELECT SECTOR SPDR TR
-$4.0M
788,274
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$3.9M
482,796
+1%
增持
AAPL
APPLE INC
+$3.3M
118,983
+5%
减持
XLY
SELECT SECTOR SPDR TR
+$3.3M
177,563
-3%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$3.2M
493,859
-0%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$3.2M
151,108
增持
TSLA
TESLA INC
+$2.7M
16,369
+9%
增持
POCT
INNOVATOR ETFS TRUST
+$2.6M
80,679
+462%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.5M
28,560
增持
SCHM
SCHWAB STRATEGIC TR
-$2.4M
5,718,828
+195%
减持
SPHY
SPDR SER TR
-$2.4M
3,244,651
-1%
增持
SPTL
SPDR SER TR
-$2.3M
989,377
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.3M
150,256
+44%
增持
SCHP
SCHWAB STRATEGIC TR
-$2.1M
980,880
+91%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
109,833
+6%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.1M
739,980
+5%
增持
AMZN
AMAZON COM INC
+$2.1M
40,327
+11%
增持
SCHA
SCHWAB STRATEGIC TR
-$1.7M
4,232,965
+96%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.6M
93,161
-26%
增持
XLP
SELECT SECTOR SPDR TR
-$1.5M
373,335
+1%
减持
VWOB
VANGUARD WHITEHALL FDS
-$1.4M
382,726
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
587,012
+7%
增持
SPYM
SPDR SER TR
+$1.3M
217,848
+7%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
489,219
+241%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
1,945,534
+2%
减持
XLU
SELECT SECTOR SPDR TR
-$1.1M
208,306
-0%
减持
HD
HOME DEPOT INC
-$1.1M
7,591
-23%
增持
GOOGL
ALPHABET INC
+$929.3K
19,035
+18%
减持
PNOV
INNOVATOR ETFS TRUST
-$870.6K
37,634
-39%
增持
MSFT
MICROSOFT CORP
+$843.5K
35,353
+8%
增持
XLI
SELECT SECTOR SPDR TR
-$839.2K
346,864
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$798.2K
377,301
+10%
增持
SPAB
SPDR SER TR
+$781.4K
841,915
+9%
增持
GOOG
ALPHABET INC
+$774.2K
22,842
+7%
减持
ICVT
ISHARES TR
-$763.6K
443,338
-3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$756.3K
1,056,401
+6%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$753.6K
298,590
+13%
增持
SPSB
SPDR SER TR
+$748.1K
2,401,364
+3%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$643.4K
2,161,914
-0%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$607.8K
214,754
+20%
增持
SHYG
ISHARES TR
+$591.7K
165,062
+11%
增持
COWZ
PACER FDS TR
+$591.3K
206,752
+8%
增持
META
META PLATFORMS INC
+$574.3K
6,919
+14%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$556.7K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$536.6K
159,833
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$510.0K
139,177
-1%
清仓
PFEB
INNOVATOR ETFS TRUST
-$499.1K
0
-100%
增持
NFLX
NETFLIX INC
+$494.0K
2,051
+9%
增持
COP
CONOCOPHILLIPS
+$492.0K
15,234
+57%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$474.6K
25,675
-30%
清仓
WTFC
WINTRUST FINL CORP
-$467.9K
0
-100%
建仓
RTX
RTX CORPORATION
+$465.6K
4,023
增持
IWF
ISHARES TR
+$464.8K
1,966
+127%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$452.7K
26,779
-24%
减持
VOE
VANGUARD INDEX FDS
-$445.0K
68,551
-0%
增持
IVV
ISHARES TR
+$440.7K
2,925
+32%
增持
VTI
VANGUARD INDEX FDS
+$434.3K
26,653
+4%
减持
EFV
ISHARES TR
-$421.5K
45,438
-7%
增持
SCHR
SCHWAB STRATEGIC TR
+$407.4K
527,784
+115%
建仓
FSK
FS KKR CAP CORP
+$394.6K
18,167
建仓
IWD
ISHARES TR
+$388.3K
2,097
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$382.7K
52,475
-22%
增持
AMAT
APPLIED MATLS INC
-$373.9K
10,953
+3%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$366.1K
1,980
增持
WMT
WALMART INC
+$362.0K
29,408
+3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$361.6K
4,781
减持
UPS
UNITED PARCEL SERVICE INC
-$350.3K
25,939
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$347.3K
4,262
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$346.9K
51,543
+18%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$343.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$343.8K
11,886
+0%
建仓
TRV
TRAVELERS COMPANIES INC
+$338.3K
1,404
建仓
PWR
QUANTA SVCS INC
+$336.9K
1,066
减持
PGX
INVESCO EXCH TRADED FD TR II
-$336.2K
134,515
-12%
增持
V
VISA INC
+$334.5K
5,044
+10%
清仓
FTV
FORTIVE CORP
-$333.0K
0
-100%
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$328.6K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$318.3K
18,860
-16%
清仓
—
MARATHON OIL CORP
-$317.5K
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$316.0K
28,967
-8%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$311.4K
33,084
-16%
减持
VTEB
VANGUARD MUN BD FDS
-$310.3K
10,129
-37%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$310.0K
11,504
增持
LLY
ELI LILLY & CO
-$310.0K
3,751
+4%
建仓
—
GARMIN LTD
+$303.3K
1,470
建仓
STLD
STEEL DYNAMICS INC
+$302.1K
2,648
建仓
IEFA
ISHARES TR
+$287.7K
4,094
增持
FELC
FIDELITY COVINGTON TRUST
+$283.9K
31,535
+34%
减持
LMT
LOCKHEED MARTIN CORP
-$283.8K
1,990
-7%
增持
ISRG
INTUITIVE SURGICAL INC
+$281.6K
2,147
+26%
减持
BSV
VANGUARD BD INDEX FDS
-$277.5K
3,368
-51%
建仓
TGT
TARGET CORP
+$277.3K
2,051
增持
SPY
SPDR S&P 500 ETF TR
+$275.4K
15,655
+1%
建仓
PAYX
PAYCHEX INC
+$273.1K
1,947
减持
VOT
VANGUARD INDEX FDS
+$270.8K
44,883
-2%
增持
DFIS
DIMENSIONAL ETF TRUST
-$265.8K
226,886
+4%
清仓
WY
WEYERHAEUSER CO MTN BE
-$265.1K
0
-100%
减持
XEL
XCEL ENERGY INC
-$260.2K
4,530
-48%
建仓
GILD
GILEAD SCIENCES INC
+$260.1K
2,815
清仓
FITB
FIFTH THIRD BANCORP
-$257.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$256.1K
9,346
+3%
清仓
PRU
PRUDENTIAL FINL INC
-$255.1K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$253.6K
844
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$253.3K
10,104
-4%
建仓
PTC
PTC INC
+$253.2K
1,377
建仓
NDAQ
NASDAQ INC
+$251.4K
3,252
增持
DFAE
DIMENSIONAL ETF TRUST
-$251.1K
205,604
+3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$245.9K
38,357
-10%
清仓
SWK
STANLEY BLACK & DECKER INC
-$244.5K
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$243.7K
986
建仓
TSCO
TRACTOR SUPPLY CO
+$241.1K
4,543
建仓
CARR
CARRIER GLOBAL CORPORATION
+$238.8K
3,498
清仓
IEF
ISHARES TR
-$238.5K
0
-100%
建仓
NTAP
NETAPP INC
+$237.6K
2,046
减持
CMBS
ISHARES TR
-$237.4K
42,046
-7%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$237.2K
0
-100%
建仓
FAST
FASTENAL CO
+$231.6K
3,220
清仓
MRNA
MODERNA INC
-$227.2K
0
-100%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$226.6K
8,806
减持
SHW
SHERWIN WILLIAMS CO
-$226.5K
5,279
-0%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$225.0K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$222.3K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$219.7K
4,141
清仓
PSK
SPDR SER TR
-$219.1K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$219.1K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$216.5K
15,962
-5%
增持
FDIS
FIDELITY COVINGTON TRUST
+$216.0K
4,715
+71%
建仓
DRI
DARDEN RESTAURANTS INC
+$215.7K
1,155
建仓
ULTA
ULTA BEAUTY INC
+$215.3K
495
建仓
MMM
3M CO
+$214.6K
1,662
建仓
GL
GLOBE LIFE INC
+$213.8K
1,917
建仓
AMGN
AMGEN INC
+$213.7K
819
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$210.6K
6,020
增持
SUB
ISHARES TR
+$210.3K
13,507
+18%
建仓
EBAY
EBAY INC.
+$210.0K
3,390
建仓
SUSC
ISHARES TR
+$208.8K
9,188
清仓
PFF
ISHARES TR
-$208.5K
0
-100%
