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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 19
增持 82
减持 40
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ICSH
ISHARES TR
+$12.4M
260,170
+1730%
增持
VUSB
VANGUARD BD INDEX FDS
+$9.5M
397,525
+93%
减持
AAPL
APPLE INC
+$6.4M
180,269
-0%
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。
减持
MSFT
MICROSOFT CORP
+$3.8M
71,634
-1%
建仓
FFWM
FIRST FNDTN INC
+$3.2M
130,157
减持
ULST
SSGA ACTIVE ETF TR
-$2.9M
168,084
-30%
增持
AVGO
BROADCOM INC
+$2.7M
14,618
+0%
增持
HD
HOME DEPOT INC
+$2.6M
29,066
+1%
减持
PG
PROCTER AND GAMBLE CO
+$2.5M
114,642
-2%
减持
—
ACCENTURE PLC IRELAND
+$2.3M
24,307
-0%
清仓
—
ENVIVA PARTNERS LP
-$2.2M
0
-100%
减持
NEAR
ISHARES U S ETF TR
-$2.0M
194,227
-17%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$1.9M
68,918
+2%
增持
IVV
ISHARES TR
+$1.8M
18,646
+13%
清仓
—
CORESITE RLTY CORP
-$1.8M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.7M
24,575
+12%
减持
VV
VANGUARD INDEX FDS
+$1.5M
77,117
-0%
增持
ABBV
ABBVIE INC
+$1.5M
51,731
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
11,369
+3%
减持
PFE
PFIZER INC
+$1.4M
87,632
-0%
减持
—
XILINX INC
+$1.4M
23,701
-2%
减持
PAYX
PAYCHEX INC
+$1.3M
54,245
-0%
增持
CSCO
CISCO SYS INC
+$1.2M
113,378
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.1M
31,745
+1%
增持
—
LAM RESEARCH CORP
+$1.1M
6,678
+2%
清仓
—
MACQUARIE INFRASTR HOLD LLC
-$1.1M
0
-100%
清仓
TXNM
PNM RES INC
-$1.0M
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$1.0M
29,885
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$996.0K
107,273
+1%
增持
MU
MICRON TECHNOLOGY INC
+$948.0K
24,128
+32%
增持
AMAT
APPLIED MATLS INC
+$914.0K
29,480
+2%
减持
INFY
INFOSYS LTD
+$885.0K
292,921
-0%
建仓
JXN
JACKSON FINANCIAL INC
+$821.0K
19,625
增持
VGT
VANGUARD WORLD FDS
+$809.0K
12,650
+2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$802.0K
25,575
+1%
建仓
—
FLEX LNG LTD
+$790.0K
33,650
增持
CCI
CROWN CASTLE INTL CORP NEW
+$782.0K
17,040
+6%
增持
—
MEDTRONIC PLC
-$767.0K
55,280
+7%
减持
ITOT
ISHARES TR
+$765.0K
91,330
-0%
增持
MINT
PIMCO ETF TR
+$755.0K
68,139
+13%
增持
SRLN
SSGA ACTIVE ETF TR
+$741.0K
52,705
+46%
增持
KLAC
KLA CORP
+$736.0K
7,264
+2%
减持
BA
BOEING CO
-$730.0K
8,613
-23%
增持
AMGN
AMGEN INC
+$702.0K
27,727
+7%
增持
VTI
VANGUARD INDEX FDS
+$669.0K
21,854
+5%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$664.0K
63,881
+100%
增持
MUB
ISHARES TR
+$663.0K
25,070
+29%
增持
VWOB
VANGUARD WHITEHALL FDS
+$660.0K
15,190
+129%
减持
WSO
WATSCO INC
+$648.0K
13,504
-0%
建仓
QUS
SPDR SER TR
+$643.0K
4,924
减持
T
AT&T INC
-$643.0K
41,597
-33%
增持
IJH
ISHARES TR
+$637.0K
25,692
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$632.0K
12,750
+1%
增持
ALCO
ALICO INC
+$631.0K
53,305
+36%
减持
LLY
LILLY ELI & CO
+$610.0K
14,038
-1%
减持
CSX
CSX CORP
+$599.0K
76,470
-0%
增持
CVS
CVS HEALTH CORP
+$554.0K
28,842
+1%
减持
DIS
DISNEY WALT CO
-$542.0K
32,181
-1%
建仓
—
M D C HLDGS INC
+$537.0K
9,625
建仓
GSIE
GOLDMAN SACHS ETF TR
+$532.0K
15,091
减持
NSC
NORFOLK SOUTHN CORP
+$521.0K
9,891
-2%
增持
—
BLACKROCK INC
+$510.0K
6,392
+0%
增持
GLW
CORNING INC
+$510.0K
208,288
+5%
增持
SO
SOUTHERN CO
+$507.0K
71,935
+1%
增持
CTVA
CORTEVA INC
+$507.0K
58,829
+9%
增持
MCD
MCDONALDS CORP
+$488.0K
17,730
+0%
增持
NEE
NEXTERA ENERGY INC
+$474.0K
26,410
+4%
减持
—
LINDE PLC
+$473.0K
9,615
-1%
增持
JNJ
JOHNSON & JOHNSON
+$448.0K
30,925
+3%
增持
—
NATIONAL INSTRS CORP
+$434.0K
49,005
+13%
减持
ABT
ABBOTT LABS
+$430.0K
19,233
-0%
减持
UNP
UNION PAC CORP
+$419.0K
7,649
-1%
增持
TSLA
TESLA INC
+$415.0K
702
+66%
减持
PEP
PEPSICO INC
+$409.0K
24,967
-4%
清仓
GGG
GRACO INC
-$390.0K
0
-100%
增持
SHYD
VANECK ETF TRUST
+$389.0K
181,875
+9%
增持
MRK
MERCK & CO INC
+$378.0K
91,898
+4%
减持
HUN
HUNTSMAN CORP
+$374.0K
71,382
-0%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$374.0K
24,184
-1%
增持
IGF
ISHARES TR
+$371.0K
77,524
+7%
增持
BIV
VANGUARD BD INDEX FDS
+$369.0K
26,656
+21%
建仓
EZM
WISDOMTREE TR
+$367.0K
6,525
减持
IGIB
ISHARES TR
-$363.0K
50,299
-10%
减持
BX
BLACKSTONE INC
+$360.0K
29,276
-1%
增持
ADI
ANALOG DEVICES INC
+$351.0K
39,086
+0%
减持
KIM
KIMCO RLTY CORP
+$351.0K
95,178
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$351.0K
25,941
+22%
增持
WDC
WESTERN DIGITAL CORP.
+$331.0K
21,230
+14%
增持
—
LOGITECH INTL S A
+$324.0K
14,552
+46%
增持
GEN
NORTONLIFELOCK INC
+$319.0K
84,713
+14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$310.0K
47,387
+6%
建仓
IWF
ISHARES TR
+$301.0K
985
建仓
BNS
BANK NOVA SCOTIA B C
+$300.0K
4,185
增持
COST
COSTCO WHSL CORP NEW
+$300.0K
1,985
+8%
增持
IWD
ISHARES TR
+$298.0K
10,213
+13%
增持
SPSB
SPDR SER TR
+$297.0K
68,423
+17%
增持
SAP
SAP SE
+$283.0K
32,532
+3%
清仓
—
US ECOLOGY INC
-$279.0K
0
-100%
减持
ALGT
ALLEGIANT TRAVEL CO
-$278.0K
2,340
-36%
减持
SCHB
SCHWAB STRATEGIC TR
+$278.0K
36,337
-1%
增持
DLB
DOLBY LABORATORIES INC
+$276.0K
21,640
+7%
增持
RIO
RIO TINTO PLC
+$275.0K
77,160
+5%
增持
RPM
RPM INTL INC
+$275.0K
8,580
+13%
增持
CTO
CTO RLTY GROWTH INC NEW
+$273.0K
25,305
+6%
增持
GOOGL
ALPHABET INC
+$272.0K
797
+5%
减持
CVX
CHEVRON CORP NEW
+$271.0K
23,958
-4%
建仓
FORTY
FORMULA SYSTEMS 1985 LTD
+$270.0K
2,175
增持
ABBNY
ABB LTD
+$268.0K
48,025
+2%
增持
—
GLAXOSMITHKLINE PLC
+$267.0K
45,290
+0%
建仓
SHY
ISHARES TR
+$264.0K
3,085
清仓
C
CITIGROUP INC
-$264.0K
0
-100%
减持
ALB
ALBEMARLE CORP
+$263.0K
29,649
-3%
减持
LDOS
LEIDOS HOLDINGS INC
-$262.0K
36,157
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$257.0K
12,417
+3%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$256.0K
37,337
+4%
建仓
DVY
ISHARES TR
+$252.0K
2,054
增持
AMZN
AMAZON COM INC
+$251.0K
1,171
+5%
增持
SBUX
STARBUCKS CORP
+$251.0K
29,681
+2%
增持
LQD
ISHARES TR
+$250.0K
3,875
+95%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$249.0K
8,360
+7%
减持
LOW
LOWES COS INC
+$247.0K
4,631
-1%
增持
ETV
EATON VANCE TAX-MANAGED BUYEATON
+$243.0K
258,361
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$243.0K
78,830
+8%
增持
QQQ
INVESCO QQQ TR
+$242.0K
4,330
+5%
增持
DG
DOLLAR GEN CORP NEW
+$241.0K
8,367
+2%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$235.0K
25,010
+0%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$234.0K
8,485
-11%
清仓
—
ROYAL DUTCH SHELL PLC
-$234.0K
0
-100%
建仓
DGS
WISDOMTREE TR
+$233.0K
4,399
增持
FDX
FEDEX CORP
+$233.0K
2,511
+32%
减持
GOOG
ALPHABET INC
+$231.0K
1,024
-0%
建仓
QQQA
PROSHARES TR
+$230.0K
5,160
增持
SCHX
SCHWAB STRATEGIC TR
+$228.0K
15,357
+5%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$225.0K
212,994
+1%
建仓
EWX
SPDR INDEX SHS FDS
+$222.0K
3,736
建仓
FE
FIRSTENERGY CORP
+$221.0K
5,313
增持
NVDA
NVIDIA CORPORATION
+$219.0K
1,487
+41%
增持
SCHF
SCHWAB STRATEGIC TR
+$218.0K
100,902
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$218.0K
6,322
-0%
建仓
AGM
FEDERAL AGRIC MTG CORP
+$217.0K
1,750
建仓
TROW
PRICE T ROWE GROUP INC
+$215.0K
1,094
增持
SUB
ISHARES TR
+$214.0K
28,798
+8%
减持
SCHW
SCHWAB CHARLES CORP
+$214.0K
24,555
-3%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$207.0K
1,484
增持
MMM
3M CO
+$205.0K
25,919
+3%
清仓
IWC
ISHARES TR
-$205.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$203.0K
4,508
-1%
增持
IJR
ISHARES TR
+$202.0K
10,327
+15%
增持
REET
ISHARES TR
+$199.0K
60,171
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$197.0K
81,739
-2%
