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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 2
增持 89
减持 43
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$6.5M
182,277
+1%
减持
VUSB
VANGUARD BD INDEX FDS
-$6.3M
266,175
-32%
减持
ICSH
ISHARES TR
-$5.8M
144,562
-44%
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
MINT
PIMCO ETF TR
-$4.3M
28,617
-60%
增持
MSFT
MICROSOFT CORP
-$3.3M
72,842
+2%
减持
VV
VANGUARD INDEX FDS
-$2.8M
76,080
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.0M
106,401
+3%
增持
IVV
ISHARES TR
+$2.0M
41,443
+37%
增持
AVGO
BROADCOM INC
-$1.9M
15,086
+3%
增持
INFY
INFOSYS LTD
-$1.7M
299,196
+2%
建仓
AOA
ISHARES TR
+$1.6M
26,825
减持
DIS
DISNEY WALT CO
-$1.6M
32,657
-4%
减持
ITOT
ISHARES TR
-$1.6M
90,825
-0%
增持
INTC
INTEL CORP
-$1.4M
157,117
+6%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.4M
105,273
+77%
增持
RIO
RIO TINTO PLC
-$1.4M
83,297
+3%
增持
—
ACCENTURE PLC IRELAND
-$1.4M
25,062
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
41,123
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
111,926
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.2M
19,283
-40%
增持
AMAT
APPLIED MATLS INC
-$1.2M
31,794
+3%
增持
PAYX
PAYCHEX INC
-$1.1M
54,950
+1%
增持
CSCO
CISCO SYS INC
-$1.1M
124,744
+9%
增持
VGT
VANGUARD WORLD FDS
-$1.1M
13,265
+2%
增持
MRK
MERCK & CO INC
+$1.0M
95,034
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
12,488
-2%
增持
—
MEDTRONIC PLC
-$1.0M
60,028
+4%
增持
GLW
CORNING INC
-$978.0K
220,982
+3%
减持
NEAR
ISHARES U S ETF TR
-$935.0K
159,332
-10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$934.0K
137,549
+32%
增持
AMZN
AMAZON COM INC
-$896.0K
26,823
+2234%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$895.0K
70,921
+6%
增持
—
ENVIVA INC
-$888.0K
40,854
+0%
增持
JPM
JPMORGAN CHASE & CO
-$877.0K
58,938
+7%
增持
IJR
ISHARES TR
+$847.0K
37,089
+55%
增持
—
BLACKROCK INC
-$795.0K
7,251
+6%
减持
META
META PLATFORMS INC
-$758.0K
7,235
-52%
增持
VTI
VANGUARD INDEX FDS
-$750.0K
22,710
+3%
减持
SHYG
ISHARES TR
-$740.0K
78,363
-12%
增持
PKG
PACKAGING CORP AMER
-$719.0K
45,091
+1%
增持
ADI
ANALOG DEVICES INC
-$707.0K
41,472
+1%
增持
WSO
WATSCO INC
-$702.0K
15,111
+7%
减持
SCHB
SCHWAB STRATEGIC TR
-$699.0K
72,700
-1%
减持
BA
BOEING CO
-$692.0K
5,774
-25%
减持
ULST
SSGA ACTIVE ETF TR
-$682.0K
149,334
-10%
减持
IGIB
ISHARES TR
-$669.0K
31,389
-24%
减持
HUN
HUNTSMAN CORP
-$668.0K
71,138
-1%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$643.0K
64,922
-9%
增持
ORCL
ORACLE CORP
-$633.0K
52,030
+1%
增持
SCHF
SCHWAB STRATEGIC TR
-$612.0K
118,661
+0%
减持
MUB
ISHARES TR
-$605.0K
16,935
-23%
增持
SAP
SAP SE
-$601.0K
35,837
+3%
减持
IXUS
ISHARES TR
-$584.0K
56,568
-1%
增持
BX
BLACKSTONE INC
-$533.0K
35,835
+20%
减持
LLY
LILLY ELI & CO
+$528.0K
13,984
-0%
增持
GOOG
ALPHABET INC
-$526.0K
1,067
+4%
增持
AXP
AMERICAN EXPRESS CO
-$519.0K
18,586
+12%
增持
IIPR
INNOVATIVE INDL PPTYS INC
-$509.0K
5,684
+2%
增持
NSC
NORFOLK SOUTHN CORP
-$501.0K
9,366
+2%
增持
CSX
CSX CORP
-$500.0K
82,510
+7%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
-$498.0K
276,373
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$498.0K
17,912
+14%
减持
SPSB
SPDR SER TR
-$491.0K
57,325
-21%
增持
KIM
KIMCO RLTY CORP
-$469.0K
95,192
+0%
减持
PFFD
GLOBAL X FDS
-$464.0K
147,022
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$464.0K
5,404
-2%
减持
WMT
WALMART INC
-$463.0K
16,852
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$454.0K
35,291
+10%
清仓
—
M D C HLDGS INC
-$448.0K
0
-100%
增持
—
LAM RESEARCH CORP
-$447.0K
7,590
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$444.0K
75,234
-5%
减持
EMR
EMERSON ELEC CO
-$442.0K
23,602
-0%
增持
MU
MICRON TECHNOLOGY INC
-$439.0K
34,473
+15%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$436.0K
26,216
+2%
增持
MMM
3M CO
-$433.0K
29,962
+4%
增持
LNC
LINCOLN NATL CORP IND
-$431.0K
35,246
+11%
增持
GOOGL
ALPHABET INC
-$428.0K
818
+3%
增持
TGT
TARGET CORP
-$425.0K
17,961
+29%
减持
SHYD
VANECK ETF TRUST
-$420.0K
152,160
-8%
增持
TXN
TEXAS INSTRS INC
-$416.0K
24,708
+8%
增持
UNP
UNION PAC CORP
-$415.0K
7,659
+2%
增持
SCHW
SCHWAB CHARLES CORP
-$403.0K
28,025
+9%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$399.0K
238,159
+7%
增持
OMC
OMNICOM GROUP INC
-$390.0K
22,446
+4%
增持
CAT
CATERPILLAR INC
-$382.0K
8,883
+0%
增持
REET
ISHARES TR
+$381.0K
116,293
+40%
减持
PRU
PRUDENTIAL FINL INC
-$379.0K
13,287
-5%
增持
CVX
CHEVRON CORP NEW
-$376.0K
23,580
+1%
减持
BIV
VANGUARD BD INDEX FDS
-$376.0K
22,853
-13%
减持
IWR
ISHARES TR
-$372.0K
26,962
-1%
增持
CM
CANADIAN IMP BK COMM
-$360.0K
68,351
+124%
增持
DEO
DIAGEO PLC
-$350.0K
12,726
+1%
清仓
SHOP
SHOPIFY INC
-$348.0K
0
-100%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$345.0K
10,919
增持
FFWM
FIRST FNDTN INC
+$336.0K
365,988
+24%
减持
BMO
BANK MONTREAL QUE
-$330.0K
14,832
-0%
增持
GEN
NORTONLIFELOCK INC
-$328.0K
94,713
+4%
增持
—
EXXON MOBIL CORP
+$327.0K
67,386
+2%
增持
—
LINDE PLC
-$320.0K
10,085
+0%
增持
ABBV
ABBVIE INC
-$319.0K
52,570
+2%
减持
IX
ORIX CORP
-$312.0K
19,235
-1%
清仓
CGNX
COGNEX CORP
-$309.0K
0
-100%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$303.0K
7,909
-2%
增持
—
GSK PLC
+$302.0K
52,490
+15%
增持
KLAC
KLA CORP
-$295.0K
7,524
+2%
增持
ALB
ALBEMARLE CORP
-$292.0K
30,375
+1%
减持
IHAK
ISHARES TR
-$290.0K
13,091
-25%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$283.0K
16,218
+21%
增持
QCOM
QUALCOMM INC
-$279.0K
30,487
+12%
增持
USB
US BANCORP DEL
-$278.0K
56,182
+4%
增持
IGF
ISHARES TR
+$276.0K
102,707
+15%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$275.0K
50,349
+1%
清仓
SCHC
SCHWAB STRATEGIC TR
-$272.0K
0
-100%
减持
CTVA
CORTEVA INC
-$271.0K
59,039
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
+$270.0K
13,566
+33%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$265.0K
7,970
-2%
增持
BCE
BCE INC
-$265.0K
45,780
+0%
清仓
—
UNITED STATES STL CORP NEW
-$264.0K
0
-100%
减持
—
UMPQUA HLDGS CORP
-$260.0K
21,550
-35%
清仓
IWF
ISHARES TR
-$260.0K
0
-100%
减持
CWH
CAMPING WORLD HLDGS INC
-$258.0K
18,360
-22%
增持
WM
WASTE MGMT INC DEL
+$256.0K
10,727
+23%
增持
SCHX
SCHWAB STRATEGIC TR
-$255.0K
32,803
+3%
清仓
LQD
ISHARES TR
-$254.0K
0
-100%
减持
CNP
CENTERPOINT ENERGY INC
-$252.0K
42,532
-14%
增持
AQN
ALGONQUIN PWR UTILS CORP
-$252.0K
263,780
+7%
增持
HTGC
HERCULES CAPITAL INC
-$250.0K
62,833
+3%
清仓
NFLX
NETFLIX INC
-$249.0K
0
-100%
清仓
BHP
BHP GROUP LTD
-$247.0K
0
-100%
清仓
MIDD
MIDDLEBY CORP
-$246.0K
0
-100%
增持
PFE
PFIZER INC
+$245.0K
90,306
+4%
清仓
EZM
WISDOMTREE TR
-$243.0K
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$243.0K
0
-100%
增持
USHY
ISHARES TR
-$243.0K
59,946
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$242.0K
14,610
+4%
减持
FMS
FRESENIUS MED CARE AG&CO KGA
-$242.0K
12,595
-24%
减持
VWOB
VANGUARD WHITEHALL FDS
-$238.0K
19,030
-5%
减持
TRV
TRAVELERS COMPANIES INC
-$233.0K
8,435
-7%
增持
—
LOGITECH INTL S A
-$233.0K
18,202
+14%
增持
DOW
DOW INC
-$232.0K
32,453
+8%
增持
CVS
CVS HEALTH CORP
-$229.0K
30,100
+1%
清仓
—
CANADIAN PAC RY LTD
-$225.0K
0
-100%
增持
—
UNILEVER PLC
+$225.0K
62,569
+8%
清仓
QQQA
PROSHARES TR
-$222.0K
0
-100%
增持
KO
COCA COLA CO
+$220.0K
20,122
+18%
增持
TSLA
TESLA INC
-$220.0K
887
+17%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$217.0K
20,807
+3%
清仓
—
INVESCO LTD
-$216.0K
0
-100%
增持
UGI
UGI CORP NEW
+$215.0K
16,925
+38%
清仓
VOO
VANGUARD INDEX FDS
-$213.0K
0
-100%
