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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 15
增持 85
减持 37
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
XILINX INC
-$5.0M
0
-100%
增持
IVV
ISHARES TR
+$4.9M
30,321
+63%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$4.4M
40,631
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
FFWM
FIRST FNDTN INC
+$3.9M
294,741
+126%
建仓
—
ENVIVA INC
+$3.2M
40,753
增持
HD
HOME DEPOT INC
-$2.8M
30,810
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.1M
103,361
-4%
减持
MSFT
MICROSOFT CORP
-$2.1M
71,284
-0%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.8M
59,500
+193%
增持
—
ACCENTURE PLC IRELAND
-$1.8M
24,647
+1%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
-$1.8M
71,700
+4%
增持
—
EXXON MOBIL CORP
+$1.6M
65,910
+5%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
113,573
-1%
增持
IJR
ISHARES TR
+$1.4M
23,919
+132%
减持
ABBV
ABBVIE INC
+$1.4M
51,636
-0%
增持
RIO
RIO TINTO PLC
+$1.3M
80,796
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
12,634
+2%
增持
LDOS
LEIDOS HOLDINGS INC
+$1.2M
40,452
+12%
减持
VV
VANGUARD INDEX FDS
-$1.1M
76,305
-1%
增持
—
LAM RESEARCH CORP
-$1.1M
6,865
+3%
增持
PKG
PACKAGING CORP AMER
+$1.1M
44,549
+4%
增持
IJH
ISHARES TR
+$1.0M
31,010
+21%
减持
CVX
CHEVRON CORP NEW
+$979.0K
23,274
-3%
减持
NEAR
ISHARES U S ETF TR
-$918.0K
177,202
-9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$896.0K
103,951
+32%
增持
IGF
ISHARES TR
+$837.0K
88,995
+15%
增持
AMGN
AMGEN INC
+$820.0K
29,185
+5%
增持
CSCO
CISCO SYS INC
-$784.0K
114,792
+1%
减持
SHYD
VANECK ETF TRUST
-$736.0K
165,020
-9%
增持
META
META PLATFORMS INC
-$728.0K
15,071
+91%
增持
SBUX
STARBUCKS CORP
-$714.0K
30,320
+2%
减持
IGIB
ISHARES TR
-$709.0K
41,416
-18%
增持
SAP
SAP SE
-$706.0K
34,717
+7%
增持
—
MEDTRONIC PLC
+$700.0K
57,855
+5%
增持
JPM
JPMORGAN CHASE & CO
-$688.0K
55,119
+6%
增持
CTVA
CORTEVA INC
+$686.0K
60,319
+3%
减持
PFE
PFIZER INC
-$685.0K
86,724
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$672.0K
49,670
+5%
建仓
CWH
CAMPING WORLD HLDGS INC
+$654.0K
23,410
增持
DLR
DIGITAL RLTY TR INC
-$651.0K
32,686
+9%
增持
MRK
MERCK & CO INC
+$645.0K
93,696
+2%
增持
—
BLACKROCK INC
-$642.0K
6,820
+7%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$635.0K
13,389
+81%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$625.0K
222,484
+4%
增持
SON
SONOCO PRODS CO
+$606.0K
40,223
+22%
减持
ITOT
ISHARES TR
-$594.0K
90,905
-0%
增持
REET
ISHARES TR
+$589.0K
83,236
+38%
增持
TXN
TEXAS INSTRS INC
+$587.0K
22,958
+19%
减持
AAPL
APPLE INC
-$586.0K
179,969
-0%
增持
AMAT
APPLIED MATLS INC
-$580.0K
30,800
+4%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$569.0K
25,805
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$547.0K
66,731
+4%
增持
AQN
ALGONQUIN PWR UTILS CORP
+$539.0K
246,896
+8%
减持
KR
KROGER CO
+$535.0K
44,387
-0%
减持
MUB
ISHARES TR
-$509.0K
21,940
-12%
清仓
AGG
ISHARES TR
-$508.0K
0
-100%
增持
AVGO
BROADCOM INC
-$494.0K
14,663
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$491.0K
36,950
+0%
清仓
—
APOLLO GLOBAL MGMT INC
-$471.0K
0
-100%
增持
—
FLEX LNG LTD
+$466.0K
44,050
+31%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$461.0K
79,154
-3%
减持
VUSB
VANGUARD BD INDEX FDS
-$449.0K
392,925
-1%
减持
SHOP
SHOPIFY INC
-$443.0K
515
-10%
建仓
UGI
UGI CORP NEW
+$443.0K
12,240
清仓
ALGT
ALLEGIANT TRAVEL CO
-$438.0K
0
-100%
增持
KLAC
KLA CORP
-$428.0K
7,364
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$422.0K
118,293
+17%
增持
ABT
ABBOTT LABS
-$418.0K
19,336
+1%
减持
WDC
WESTERN DIGITAL CORP.
-$415.0K
19,515
-8%
建仓
APO
APOLLO GLOBAL MGMT INC
+$403.0K
6,500
清仓
—
PREMIER FINANCIAL CORP
-$402.0K
0
-100%
增持
CLX
CLOROX CO DEL
-$398.0K
13,878
+4%
增持
VGT
VANGUARD WORLD FDS
-$388.0K
12,985
+3%
减持
AXP
AMERICAN EXPRESS CO
+$370.0K
16,602
-1%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$361.0K
82,645
-16%
减持
GD
GENERAL DYNAMICS CORP
-$359.0K
1,150
-62%
减持
CQQQ
INVESCO EXCH TRADED FD TR II
-$359.0K
18,048
-7%
增持
—
ASTRAZENECA PLC
+$359.0K
40,133
+2%
减持
TECH
BIO-TECHNE CORP
-$358.0K
3,950
-1%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$353.0K
2,850
增持
MCD
MCDONALDS CORP
-$344.0K
17,830
+1%
增持
ALCO
ALICO INC
+$338.0K
61,550
+15%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$334.0K
5,405
+14%
增持
UNM
UNUM GROUP
+$332.0K
43,645
+3%
增持
—
KNOT OFFSHORE PARTNERS LP
+$330.0K
53,853
+24%
增持
DIS
DISNEY WALT CO
-$326.0K
33,958
+6%
增持
QCOM
QUALCOMM INC
-$321.0K
27,305
+11%
减持
NSC
NORFOLK SOUTHN CORP
-$315.0K
9,221
-7%
减持
SPY
SPDR S&P 500 ETF TR
-$310.0K
12,723
-0%
增持
IIPR
INNOVATIVE INDL PPTYS INC
-$306.0K
5,554
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$305.0K
6,052
-4%
建仓
SHEL
SHELL PLC
+$305.0K
5,544
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$296.0K
14,005
+23%
清仓
IDNA
ISHARES TR
-$296.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$295.0K
5,494
-0%
增持
MMM
3M CO
-$294.0K
28,947
+12%
增持
—
NATIONAL INSTRS CORP
+$291.0K
59,880
+22%
增持
DOW
DOW INC
+$289.0K
29,924
+5%
减持
COP
CONOCOPHILLIPS
+$289.0K
13,749
-9%
清仓
PYPL
PAYPAL HLDGS INC
-$285.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$285.0K
5,622
+53%
增持
OMC
OMNICOM GROUP INC
+$285.0K
21,577
+2%
增持
SO
SOUTHERN CO
+$285.0K
71,958
+0%
增持
JNJ
JOHNSON & JOHNSON
+$284.0K
31,453
+2%
增持
ALB
ALBEMARLE CORP
-$281.0K
30,072
+1%
增持
BCE
BCE INC
+$270.0K
45,745
+5%
清仓
SHY
ISHARES TR
-$264.0K
0
-100%
建仓
—
UNITED STATES STL CORP NEW
+$264.0K
7,000
清仓
ZTS
ZOETIS INC
-$263.0K
0
-100%
减持
LQD
ISHARES TR
-$260.0K
2,099
-46%
增持
MLPX
GLOBAL X FDS
+$259.0K
32,786
+1%
减持
IXUS
ISHARES TR
-$255.0K
57,220
-0%
减持
BA
BOEING CO
-$253.0K
7,733
-10%
减持
PEP
PEPSICO INC
-$253.0K
24,397
-2%
增持
CMCSA
COMCAST CORP NEW
+$251.0K
51,576
+20%
减持
MFM
MFS MUN INCOME TR
-$249.0K
58,159
-33%
增持
KMB
KIMBERLY-CLARK CORP
-$248.0K
15,722
+3%
建仓
BHP
BHP GROUP LTD
+$247.0K
3,204
增持
CTO
CTO RLTY GROWTH INC NEW
+$244.0K
27,105
+7%
增持
VTI
VANGUARD INDEX FDS
-$242.0K
22,112
+1%
清仓
DGS
WISDOMTREE TR
-$233.0K
0
-100%
增持
DGX
QUEST DIAGNOSTICS INC
+$232.0K
4,420
+105%
增持
—
LYONDELLBASELL INDUSTRIES N
+$232.0K
7,735
+27%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$230.0K
25,987
+7%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$229.0K
32,134
-0%
建仓
—
CANADIAN PAC RY LTD
+$225.0K
2,730
增持
VWOB
VANGUARD WHITEHALL FDS
+$225.0K
20,110
+32%
减持
TRV
TRAVELERS COMPANIES INC
+$224.0K
9,083
-1%
清仓
EWX
SPDR INDEX SHS FDS
-$222.0K
0
-100%
增持
HTGC
HERCULES CAPITAL INC
+$221.0K
60,762
+15%
增持
LOW
LOWES COS INC
-$219.0K
4,836
+4%
增持
—
TE CONNECTIVITY LTD
-$217.0K
7,223
+0%
清仓
AGM
FEDERAL AGRIC MTG CORP
-$217.0K
0
-100%
增持
CM
CANADIAN IMP BK COMM
+$216.0K
30,543
+2%
建仓
—
INVESCO LTD
+$216.0K
9,350
建仓
D
DOMINION ENERGY INC
+$215.0K
2,528
清仓
TROW
PRICE T ROWE GROUP INC
-$215.0K
0
-100%
增持
GEN
NORTONLIFELOCK INC
+$207.0K
90,813
+7%
增持
INGR
INGREDION INC
-$206.0K
25,517
+1%
建仓
JOUT
JOHNSON OUTDOORS INC
+$206.0K
2,650
增持
TGT
TARGET CORP
-$205.0K
13,956
+2%
建仓
KWEB
KRANESHARES TR
+$204.0K
7,156
增持
ADM
ARCHER DANIELS MIDLAND CO
+$202.0K
6,251
+17%
建仓
OGN
ORGANON & CO
+$201.0K
5,748
减持
USB
US BANCORP DEL
-$200.0K
54,219
-1%
减持
NKE
NIKE INC
-$199.0K
4,631
-6%
增持
DEO
DIAGEO PLC
-$198.0K
12,630
+1%
增持
HUN
HUNTSMAN CORP
+$195.0K
71,585
+0%
增持
SAFT
SAFETY INS GROUP INC
+$195.0K
19,579
+5%
增持
SCHB
SCHWAB STRATEGIC TR
-$194.0K
73,274
+102%
