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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 66
减持 46
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SERIES TRUST
-$84.4M
2,950,100
-16%
减持
SPYV
SPDR SERIES TRUST
-$40.7M
4,945,272
-12%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$34.3M
1,002,543
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。
+73%
减持
SCHM
SCHWAB STRATEGIC TR
-$29.8M
7,151,527
-14%
增持
SPHY
SPDR SERIES TRUST
+$24.6M
4,754,445
+30%
增持
SPSB
SPDR SERIES TRUST
+$24.1M
5,184,845
+19%
增持
XLF
SELECT SECTOR SPDR TR
+$23.4M
1,907,315
+48%
减持
XLC
SELECT SECTOR SPDR TR
-$19.7M
330,655
-31%
增持
SRLN
SSGA ACTIVE ETF TR
+$19.0M
2,327,959
+29%
增持
SCHP
SCHWAB STRATEGIC TR
+$14.5M
1,579,745
+52%
减持
XLI
SELECT SECTOR SPDR TR
-$13.9M
345,736
-23%
增持
XLP
SELECT SECTOR SPDR TR
+$13.3M
486,217
+42%
增持
XLU
SELECT SECTOR SPDR TR
+$10.3M
662,409
+41%
增持
SPEM
SPDR INDEX SHS FDS
+$9.0M
1,330,362
+17%
增持
XLK
SELECT SECTOR SPDR TR
-$7.0M
1,210,914
+4%
减持
MLPX
GLOBAL X FDS
+$5.4M
412,560
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$5.2M
1,216,871
-6%
减持
XLRE
SELECT SECTOR SPDR TR
-$5.2M
917,501
-13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.1M
193,907
+89%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.1M
342,023
+48%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.6M
223,527
+75%
清仓
AGQ
PROSHARES TR II
-$3.5M
0
-100%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$3.5M
70,199
-70%
减持
SPDW
SPDR INDEX SHS FDS
-$3.4M
4,093,030
-4%
增持
MSFT
MICROSOFT CORP
-$3.3M
52,701
+12%
减持
XLE
SELECT SECTOR SPDR TR
-$3.1M
319,840
-37%
增持
XLY
SELECT SECTOR SPDR TR
-$3.1M
400,555
+2%
增持
VBR
VANGUARD INDEX FDS
+$3.0M
45,785
+40%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.0M
52,784
减持
DFAU
DIMENSIONAL ETF TRUST
-$2.9M
849,291
-4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$2.8M
287,330
-8%
增持
XLV
SELECT SECTOR SPDR TR
-$2.8M
376,473
+0%
减持
FLRN
SPDR SERIES TRUST
-$2.8M
848,823
-10%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.6M
296,765
+12%
减持
EFV
ISHARES TR
-$2.6M
14,079
-72%
清仓
BPRE
BLUEROCK PVT REAL ESTATE FD
-$2.6M
0
-100%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$2.6M
200,705
-34%
减持
DFAI
DIMENSIONAL ETF TRUST
-$2.3M
595,320
-11%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$2.2M
68,549
+142%
增持
XLB
SELECT SECTOR SPDR TR
+$2.2M
419,797
+1%
减持
SPMB
SPDR SERIES TRUST
-$2.1M
2,167,242
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.1M
623,927
+0%
增持
—
EXXON MOBIL CORP
+$2.0M
35,973
+5%
增持
PMAR
INNOVATOR ETFS TRUST
+$1.9M
60,568
+241%
减持
UPS
UNITED PARCEL SVCS INC
-$1.8M
12,483
-59%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.7M
1,531,355
-4%
建仓
JBBB
JANUS DETROIT STR TR
+$1.6M
34,693
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.6M
18,796
-7%
增持
NFLX
NETFLIX INC.
+$1.6M
48,908
+46%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
90,145
+51%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$1.5M
16,676
-65%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
16,504
+27%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.3M
422,760
+8%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$1.3M
527,959
-2%
增持
AMAT
APPLIED MATLS INC
+$1.3M
11,530
+13%
增持
TSLA
TESLA INC
-$1.3M
28,983
+8%
减持
DE
DEERE & CO
+$1.3M
13,331
-0%
减持
GOOG
ALPHABET INC
-$1.2M
35,435
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
145,145
-2%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.1M
2,147,548
-0%
增持
IAU
ISHARES GOLD TR
+$1.0M
62,331
+13%
减持
SPTL
SPDR SERIES TRUST
-$1.0M
1,063,984
-3%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$966.1K
473,691
+10%
增持
CAT
CATERPILLAR INC
+$966.0K
6,044
+4%
增持
SJNK
SPDR SERIES TRUST
+$939.7K
529,043
+9%
增持
COWZ
PACER FDS TR
+$918.7K
250,349
+2%
减持
ICVT
ISHARES TR
-$917.6K
415,222
-5%
增持
CVX
CHEVRON CORPORATION
+$913.2K
13,066
+11%
减持
MLPA
GLOBAL X FDS
-$881.6K
5,372
-78%
建仓
ILF
ISHARES TR
+$881.0K
24,802
减持
GLDM
WORLD GOLD TR
-$862.6K
2,686
-79%
增持
LMT
LOCKHEED MARTIN CORP
+$857.3K
5,150
+10%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$857.1K
143,988
-11%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$836.4K
432,133
+11%
增持
DISV
DIMENSIONAL ETF TRUST
+$804.5K
213,010
+7%
增持
LLY
ELI LILLY & CO
-$796.1K
6,191
+3%
减持
VUG
VANGUARD INDEX FDS
-$793.6K
14,372
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$786.6K
51,726
-20%
建仓
IXC
ISHARES TR
+$767.1K
13,316
增持
NEE
NEXTERA ENERGY INC
+$727.1K
27,383
+21%
增持
MPC
MARATHON PETE CORP
+$689.2K
8,129
+2%
增持
WMT
WALMART INC
+$675.0K
52,223
+0%
增持
GE
GE AEROSPACE
+$659.8K
8,821
+47%
建仓
REMX
VANECK ETF TRUST
+$659.7K
7,497
增持
SPYM
SPDR SERIES TRUST
-$648.6K
220,785
+1%
建仓
VRT
VERTIV HOLDINGS CO
+$625.2K
2,495
减持
VOE
VANGUARD INDEX FDS
+$614.5K
101,702
-0%
建仓
VDE
VANGUARD WORLD FD
+$607.3K
3,509
增持
PG
PROCTER & GAMBLE CO
+$598.0K
22,978
+21%
增持
VWOB
VANGUARD WHITEHALL FDS
-$593.0K
406,173
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$590.3K
19,042
+17%
增持
GEV
GE VERNOVA INC
+$589.2K
1,327
+52%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$585.3K
6,835
增持
SCHB
SCHWAB STRATEGIC TR
+$580.5K
121,178
+29%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$576.4K
33,253
-39%
增持
IJH
ISHARES TR
+$575.7K
135,973
+4%
减持
GDMN
WISDOMTREE TR
-$574.4K
4,110
-61%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$567.0K
22,216
+62%
建仓
JADE
J P MORGAN EXCHANGE TRADED F
+$553.5K
8,350
减持
SCHG
SCHWAB STRATEGIC TR
-$544.7K
135,083
-2%
减持
PAPR
INNOVATOR ETFS TRUST
-$539.9K
49,593
-23%
增持
DTE
DTE ENERGY CO
+$539.9K
5,698
+151%
清仓
OEF
ISHARES TR
-$537.1K
0
-100%
减持
UGL
PROSHARES TR II
-$537.0K
17,768
-39%
增持
MGK
VANGUARD WORLD FD
+$534.1K
3,363
+98%
建仓
EWJ
ISHARES INC
+$501.0K
5,933
减持
COP
CONOCOPHILLIPS
+$500.9K
13,393
-1%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$496.6K
4,429
建仓
WDC
WESTERN DIGITAL CORP
+$485.0K
1,793
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$483.6K
3,496
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$479.4K
10,469
+3%
增持
AAPL
APPLE INC
-$474.9K
145,417
+6%
增持
VBK
VANGUARD INDEX FDS
+$465.1K
26,326
+6%
清仓
SLVP
ISHARES INC
-$453.7K
0
-100%
建仓
WELL
WELLTOWER INC
+$452.2K
2,286
建仓
DELL
DELL TECHNOLOGIES INC
+$441.7K
2,691
清仓
IGM
ISHARES TR
-$428.7K
0
-100%
建仓
AVB
AVALONBAY CMNTYS INC
+$416.6K
2,550
建仓
IRM
IRON MTN INC DEL
+$416.4K
4,076
建仓
CPT
CAMDEN PPTY TR
+$399.7K
4,093
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$395.3K
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$393.0K
285
增持
GLW
CORNING INC
+$392.7K
6,519
+16%
增持
CMI
CUMMINS INC
+$385.7K
1,451
+87%
增持
PM
PHILIP MORRIS INTL INC
+$385.0K
15,789
+14%
建仓
VNQ
VANGUARD INDEX FDS
+$385.0K
4,339
建仓
TER
TERADYNE INC
+$384.6K
1,297
建仓
FNDF
SCHWAB STRATEGIC TR
+$380.3K
7,771
增持
VTV
VANGUARD INDEX FDS
+$371.1K
16,131
+10%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$368.3K
1,973
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$366.4K
6,119
-24%
建仓
PSA
PUBLIC STORAGE OPER CO
+$365.1K
1,346
减持
SCHA
SCHWAB STRATEGIC TR
-$361.8K
3,881,816
-2%
增持
T
AT&T INC
+$361.7K
64,646
+6%
增持
KO
COCA COLA CO
+$358.5K
24,759
+14%
建仓
DTM
DT MIDSTREAM INC
+$353.6K
2,625
清仓
APP
APPLOVIN CORP
-$351.1K
0
-100%
减持
WRN
WESTERN COPPER & GOLD CORP
-$346.9K
35,231
-78%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$343.0K
20,875
清仓
TSCO
TRACTOR SUPPLY CO
-$339.2K
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$338.0K
481
建仓
SCMB
SCHWAB STRATEGIC TR
+$335.4K
13,162
减持
SGOV
ISHARES TR
-$334.9K
16,656
-17%
建仓
SCHV
SCHWAB STRATEGIC TR
+$334.7K
10,974
减持
ISRG
INTUITIVE SURGICAL INC
-$334.7K
2,902
-2%
增持
SO
SOUTHERN CO
+$332.8K
10,515
+34%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$331.2K
840
增持
VZ
VERIZON COMMUNICATIONS INC
+$331.0K
18,243
+27%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$330.9K
4,834
+24%
增持
JPM
JPMORGAN CHASE & CO
-$329.2K
13,566
+1%
