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NAPLES GLOBAL ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NAPLES GLOBAL ADVISORS, LLC
报告期 2026-03-31 · CIK 0001582151
持仓数
441
前50大市值合计
$717.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 98
减持 31
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
ULST
SSGA ACTIVE ETF TR
+$9.6M
238,484
增持
VUSB
VANGUARD BD INDEX FDS
+$9.6M
205,940
+1295%
增持
NEAR
ISHARES U S ETF TR
+$9.1M
233,762
+351%
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。
清仓
—
WEINGARTEN RLTY INVS
-$2.5M
0
-100%
建仓
KIM
KIMCO RLTY CORP
+$2.0M
96,159
建仓
SRLN
SSGA ACTIVE ETF TR
+$1.7M
36,155
建仓
ALCO
ALICO INC
+$1.3M
39,225
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.3M
20,300
-74%
建仓
MU
MICRON TECHNOLOGY INC
+$1.3M
18,318
减持
ALB
ALBEMARLE CORP
+$1.2M
30,450
-6%
增持
RIO
RIO TINTO PLC
-$1.0M
73,185
+4%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$961.0K
211,634
+5%
增持
AAPL
APPLE INC
+$929.0K
180,959
+0%
减持
T
AT&T INC
-$866.0K
61,678
-30%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$815.0K
106,673
+1%
增持
IVV
ISHARES TR
+$775.0K
16,553
+12%
增持
SUB
ISHARES TR
+$747.0K
26,758
+35%
减持
MSFT
MICROSOFT CORP
+$705.0K
72,046
-0%
清仓
—
MAXIM INTEGRATED PRODS INC
-$691.0K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$659.0K
31,800
+29%
增持
MUB
ISHARES TR
+$657.0K
19,388
+42%
增持
GLW
CORNING INC
-$655.0K
198,552
+3%
增持
CMCSA
COMCAST CORP NEW
+$632.0K
36,579
+48%
增持
MINT
PIMCO ETF TR
+$624.0K
60,487
+11%
增持
AMGN
AMGEN INC
-$581.0K
26,034
+4%
减持
—
ACCENTURE PLC IRELAND
+$567.0K
24,415
-1%
增持
ORCL
ORACLE CORP
+$563.0K
50,938
+2%
增持
ADI
ANALOG DEVICES INC
+$560.0K
38,922
+12%
增持
UPS
UNITED PARCEL SERVICE INC
-$546.0K
31,331
+4%
增持
IGF
ISHARES TR
+$538.0K
72,296
+18%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$520.0K
5,542
减持
BX
BLACKSTONE INC
+$517.0K
29,465
-2%
增持
—
LAM RESEARCH CORP
-$504.0K
6,526
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$497.0K
21,996
+35%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$439.0K
67,400
+3%
增持
JPM
JPMORGAN CHASE & CO
+$429.0K
51,015
+0%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$413.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$395.0K
15,072
+26%
增持
MMM
3M CO
-$387.0K
25,077
+4%
增持
HD
HOME DEPOT INC
+$387.0K
28,905
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$386.0K
21,306
+29%
减持
CQQQ
INVESCO EXCH TRADED FD TR II
-$379.0K
19,403
-1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$355.0K
24,450
+1%
增持
PFE
PFIZER INC
+$350.0K
87,928
+0%
增持
PFFD
GLOBAL X FDS
+$342.0K
136,435
+13%
减持
PG
PROCTER AND GAMBLE CO
+$336.0K
116,513
-1%
减持
WSO
WATSCO INC
-$322.0K
13,516
-1%
增持
AVGO
BROADCOM INC
+$320.0K
14,591
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$311.0K
82,984
+5%
增持
VWOB
VANGUARD WHITEHALL FDS
+$309.0K
6,635
+151%
减持
BA
BOEING CO
-$303.0K
11,201
-3%
增持
LNC
LINCOLN NATL CORP IND
+$290.0K
32,467
+5%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$285.0K
4,751
增持
KLAC
KLA CORP
+$281.0K
7,140
+10%
减持
IXUS
ISHARES TR
-$277.0K
57,300
-3%
增持
—
XILINX INC
+$275.0K
24,130
+4%
增持
MCD
MCDONALDS CORP
+$271.0K
17,690
+2%
增持
KR
KROGER CO
+$271.0K
44,937
+11%
增持
USB
US BANCORP DEL
+$268.0K
54,363
+5%
增持
—
EXXON MOBIL CORP
-$265.0K
62,472
+0%
减持
PAYX
PAYCHEX INC
+$257.0K
54,430
-0%
增持
CTO
CTO RLTY GROWTH INC NEW
+$252.0K
23,830
+24%
减持
VOO
VANGUARD INDEX FDS
-$244.0K
569
-52%
减持
IJH
ISHARES TR
-$242.0K
25,224
-1%
增持
—
KELLOGG CO
+$241.0K
10,114
+61%
增持
MC
MOELIS & CO
+$239.0K
9,450
+56%
建仓
—
ROYAL DUTCH SHELL PLC
+$234.0K
5,290
增持
NSC
NORFOLK SOUTHN CORP
-$231.0K
10,131
+1%
减持
—
UNILEVER PLC
-$231.0K
49,831
-1%
清仓
—
MACKINAC FINL CORP
-$231.0K
0
-100%
清仓
—
CANADIAN PAC RY LTD
-$229.0K
0
-100%
减持
FLRN
SPDR SER TR
-$223.0K
18,640
-28%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$222.0K
16,009
+4%
建仓
NVDA
NVIDIA CORPORATION
+$218.0K
1,052
增持
SON
SONOCO PRODS CO
-$216.0K
32,238
+1%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$215.0K
9,485
-9%
增持
HESM
HESS MIDSTREAM LP
+$213.0K
42,425
+9%
增持
—
LOGITECH INTL S A
-$213.0K
9,940
+10%
建仓
—
URSTADT BIDDLE PPTYS INC
+$211.0K
12,350
增持
DIS
DISNEY WALT CO
-$209.0K
32,665
+0%
增持
QQQ
INVESCO QQQ TR
+$209.0K
4,138
+15%
增持
SCHF
SCHWAB STRATEGIC TR
+$207.0K
95,715
+8%
增持
SHYD
VANECK ETF TRUST
+$207.0K
166,745
+7%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$207.0K
362
增持
AMAT
APPLIED MATLS INC
-$205.0K
28,935
+5%
清仓
SPMD
SPDR SER TR
-$203.0K
0
-100%
清仓
NHI
NATIONAL HEALTH INVS INC
-$200.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$200.0K
21,937
+19%
增持
USHY
ISHARES TR
+$198.0K
56,421
+10%
增持
SHYG
ISHARES TR
+$197.0K
85,441
+6%
增持
FDS
FACTSET RESH SYS INC
+$196.0K
2,735
+4%
增持
VGT
VANGUARD WORLD FDS
+$195.0K
12,427
+3%
增持
NVS
NOVARTIS AG
-$192.0K
25,728
+2%
建仓
—
URSTADT BIDDLE PPTYS INC
+$191.0K
10,070
增持
FDX
FEDEX CORP
+$189.0K
1,899
+150%
增持
YUMC
YUM CHINA HLDGS INC
+$189.0K
7,138
+109%
清仓
—
GENERAL ELECTRIC CO
-$189.0K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$188.0K
171,119
+12%
增持
LMT
LOCKHEED MARTIN CORP
-$187.0K
12,041
+5%
减持
HUN
HUNTSMAN CORP
+$185.0K
71,513
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$183.0K
23,036
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$182.0K
73,113
+3%
减持
VFC
V F CORP
-$180.0K
7,715
-9%
减持
IX
ORIX CORP
+$178.0K
19,385
-1%
增持
CSCO
CISCO SYS INC
+$176.0K
109,643
+0%
增持
COP
CONOCOPHILLIPS
+$175.0K
14,599
+9%
增持
IWD
ISHARES TR
+$172.0K
9,056
+15%
增持
BCE
BCE INC
+$171.0K
43,070
+7%
增持
SWK
STANLEY BLACK & DECKER INC
-$171.0K
6,328
+1%
增持
—
BLACKROCK INC
-$168.0K
6,371
+1%
减持
—
US ECOLOGY INC
-$168.0K
8,635
-27%
减持
IEMG
ISHARES INC
-$167.0K
15,263
-8%
增持
CAH
CARDINAL HEALTH INC
+$164.0K
16,555
+44%
增持
TGT
TARGET CORP
-$161.0K
13,555
+0%
增持
CSX
CSX CORP
-$160.0K
76,520
+1%
增持
WDC
WESTERN DIGITAL CORP.
-$160.0K
18,660
+10%
增持
CAT
CATERPILLAR INC
-$157.0K
8,820
+4%
减持
GOOG
ALPHABET INC
+$153.0K
1,025
-0%
增持
LOW
LOWES COS INC
+$153.0K
4,685
+14%
增持
SO
SOUTHERN CO
+$151.0K
71,416
+1%
减持
—
GLAXOSMITHKLINE PLC
-$150.0K
45,276
-4%
清仓
FNB
F N B CORP
-$147.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$145.0K
762
-2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$145.0K
31,902
+1%
增持
NEE
NEXTERA ENERGY INC
+$142.0K
25,366
+0%
增持
—
CORESITE RLTY CORP
+$141.0K
12,674
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$138.0K
44,700
+19%
增持
AMZN
AMAZON COM INC
-$136.0K
1,112
+1%
增持
HLI
HOULIHAN LOKEY INC
+$136.0K
4,265
+36%
增持
UNP
UNION PAC CORP
-$134.0K
7,691
+3%
增持
HOMB
HOME BANCSHARES INC
+$133.0K
25,685
+35%
增持
NWBI
NORTHWEST BANCSHARES INC MD
+$130.0K
33,625
+44%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$122.0K
25,293
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$118.0K
10,066
+15%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$113.0K
6,352
-2%
减持
VV
VANGUARD INDEX FDS
-$112.0K
77,222
-1%
增持
IWR
ISHARES TR
+$112.0K
26,501
+7%
增持
CVS
CVS HEALTH CORP
+$110.0K
28,525
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$108.0K
36,855
-2%
减持
EMB
ISHARES TR
-$105.0K
7,235
-10%
增持
UNH
UNITEDHEALTH GROUP INC
-$104.0K
11,017
+0%
增持
DLB
DOLBY LABORATORIES INC
-$103.0K
20,280
+6%
增持
AQN
ALGONQUIN PWR UTILS CORP
+$101.0K
215,570
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$101.0K
5,499
+9%
增持
—
ENVIVA PARTNERS LP
+$100.0K
40,451
+2%
减持
INFY
INFOSYS LTD
+$98.0K
293,445
-3%
增持
PNW
PINNACLE WEST CAP CORP
-$96.0K
12,965
+3%
增持
FXF
INVESCO CURRENCYSHARES SWISS
+$96.0K
4,615
+29%
增持
APD
AIR PRODS & CHEMS INC
+$92.0K
3,684
+24%
减持
VZ
VERIZON COMMUNICATIONS INC
-$92.0K
17,807
-5%
