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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 4
增持 146
方向
标的
Δ市值
现股数(环比)
建仓
VOO
VANGUARD INDEX FDS
+$23.0M
65,578
增持
AAPL
APPLE INC
+$21.6M
360,000
+97%
增持
PG
PROCTER AND GAMBLE CO
+$19.0M
217,804
+96%
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
MSFT
MICROSOFT CORP
+$18.2M
147,604
+100%
增持
VV
VANGUARD INDEX FDS
+$13.9M
150,960
+99%
增持
MRK
MERCK & CO INC
+$13.0M
190,868
+98%
增持
SCHF
SCHWAB STRATEGIC TR
+$12.4M
493,006
+302%
增持
HD
HOME DEPOT INC
+$11.8M
66,760
+99%
增持
JPM
JPMORGAN CHASE & CO
+$10.6M
126,174
+108%
增持
AVGO
BROADCOM INC
+$10.5M
30,936
+101%
增持
ABBV
ABBVIE INC
+$10.0M
105,930
+99%
增持
AMGN
AMGEN INC
+$9.7M
64,384
+102%
增持
—
EXXON MOBIL CORP
+$9.5M
140,774
+104%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.0M
219,700
+104%
增持
IJH
ISHARES TR
+$8.3M
69,730
+77%
增持
ITOT
ISHARES TR
+$8.1M
181,500
+99%
增持
GLW
CORNING INC
+$8.0M
457,076
+102%
增持
ADI
ANALOG DEVICES INC
+$7.9M
83,908
+100%
增持
LMT
LOCKHEED MARTIN CORP
+$7.8M
26,436
+100%
增持
RIO
RIO TINTO PLC
+$7.6M
173,414
+102%
增持
—
ACCENTURE PLC IRELAND
+$7.1M
51,214
+102%
增持
CSCO
CISCO SYS INC
+$7.1M
256,340
+102%
增持
UPS
UNITED PARCEL SERVICE INC
+$7.1M
74,544
+104%
增持
PKG
PACKAGING CORP AMER
+$7.0M
95,454
+103%
增持
SCHE
SCHWAB STRATEGIC TR
+$6.8M
481,678
+133%
增持
—
BLACKROCK INC
+$6.8M
15,452
+104%
增持
JNJ
JOHNSON & JOHNSON
+$6.6M
69,184
+99%
增持
PAYX
PAYCHEX INC
+$6.5M
110,590
+97%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.3M
23,024
+97%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$6.1M
150,674
+107%
增持
INFY
INFOSYS LTD
+$6.1M
623,942
+104%
增持
NEAR
ISHARES U S ETF TR
+$5.9M
269,454
+81%
增持
PFE
PFIZER INC
+$5.8M
197,532
+102%
增持
SO
SOUTHERN CO
+$5.5M
146,884
+101%
增持
CVX
CHEVRON CORP NEW
+$5.5M
49,830
+107%
增持
LLY
LILLY ELI & CO
+$5.4M
26,932
+95%
增持
MCD
MCDONALDS CORP
+$5.4M
36,258
+100%
增持
LDOS
LEIDOS HOLDINGS INC
+$5.3M
85,864
+104%
增持
ORCL
ORACLE CORP
+$5.3M
103,562
+97%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.2M
270,642
+84%
增持
ALB
ALBEMARLE CORP
+$5.1M
60,526
+100%
增持
—
MEDTRONIC PLC
+$5.0M
129,936
+103%
增持
SPY
SPDR S&P 500 ETF TR
+$5.0M
24,560
+97%
增持
DLR
DIGITAL RLTY TR INC
+$4.7M
81,358
+127%
增持
AMAT
APPLIED MATLS INC
+$4.7M
77,098
+122%
增持
TXN
TEXAS INSTRS INC
+$4.6M
51,036
+107%
增持
PEP
PEPSICO INC
+$4.6M
47,370
+93%
增持
WSO
WATSCO INC
+$4.6M
34,310
+122%
增持
VTI
VANGUARD INDEX FDS
+$4.5M
44,860
+98%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$4.5M
75,194
+100%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$4.5M
134,536
+106%
增持
SAP
SAP SE
+$4.4M
70,584
+102%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$4.4M
514,550
+110%
增持
VUSB
VANGUARD BD INDEX FDS
+$4.3M
308,720
+39%
增持
SBUX
STARBUCKS CORP
+$4.3M
73,506
+104%
增持
IGF
ISHARES TR
+$4.3M
195,940
+73%
增持
INTC
INTEL CORP
+$4.2M
311,040
+98%
增持
—
LAM RESEARCH CORP
+$4.1M
16,596
+113%
增持
VGT
VANGUARD WORLD FDS
+$4.1M
25,836
+93%
增持
ULST
SSGA ACTIVE ETF TR
+$4.0M
246,718
+68%
增持
CCI
CROWN CASTLE INC
+$4.0M
52,294
+144%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.9M
107,464
+101%
增持
CTVA
CORTEVA INC
+$3.9M
127,060
+103%
增持
KLAC
KLA CORP
+$3.9M
16,508
+113%
增持
FFWM
FIRST FNDTN INC
+$3.9M
731,976
+100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.7M
115,862
+70%
增持
IXUS
ISHARES TR
+$3.6M
112,096
+100%
增持
—
LINDE PLC
+$3.6M
19,410
+92%
增持
QCOM
QUALCOMM INC
+$3.5M
65,416
+100%
增持
—
ASTRAZENECA PLC
+$3.4M
83,972
+105%
增持
IJR
ISHARES TR
+$3.4M
76,188
+73%
增持
AXP
AMERICAN EXPRESS CO
+$3.3M
39,472
+108%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$3.2M
546,166
+107%
建仓
SPMD
SPDR SER TR
+$3.2M
75,400
增持
SCHB
SCHWAB STRATEGIC TR
+$3.2M
137,530
+94%
增持
—
UNILEVER PLC
+$3.2M
117,038
+89%
增持
CM
CANADIAN IMPERIAL BK COMM TO
+$3.2M
154,432
+116%
增持
BX
BLACKSTONE INC
+$3.2M
88,630
+118%
增持
USB
US BANCORP DEL
+$3.1M
123,518
+118%
增持
NVS
NOVARTIS AG
+$3.1M
58,688
+103%
增持
REET
ISHARES TR
+$3.1M
261,324
+98%
增持
DEO
DIAGEO PLC
+$3.1M
30,288
+124%
增持
NEE
NEXTERA ENERGY INC
+$3.1M
66,488
+109%
增持
—
NATIONAL INSTRS CORP
+$3.1M
159,850
+112%
增持
TGT
TARGET CORP
+$3.0M
39,128
+108%
增持
APD
AIR PRODS & CHEMS INC
+$3.0M
14,844
+124%
增持
CAT
CATERPILLAR INC
+$3.0M
18,988
+100%
增持
SCHW
SCHWAB CHARLES CORP
+$2.9M
60,508
+106%
增持
INGR
INGREDION INC
+$2.9M
52,084
+89%
增持
DUK
DUKE ENERGY CORP NEW
+$2.9M
46,136
+134%
增持
CSX
CSX CORP
+$2.9M
168,978
+94%
增持
SHYG
ISHARES TR
+$2.9M
138,486
+99%
增持
PFFD
GLOBAL X FDS
+$2.8M
299,500
+105%
增持
SON
SONOCO PRODS CO
+$2.8M
86,124
+104%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.8M
11,674
+99%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$2.8M
50,618
+82%
增持
KMB
KIMBERLY-CLARK CORP
+$2.7M
34,994
+94%
增持
CVS
CVS HEALTH CORP
+$2.7M
60,966
+96%
增持
ABT
ABBOTT LABS
+$2.7M
43,548
+102%
增持
EMR
EMERSON ELEC CO
+$2.7M
46,066
+91%
增持
IWD
ISHARES TR
+$2.6M
28,938
+125%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.6M
79,804
+95%
增持
DLB
DOLBY LABORATORIES INC
+$2.5M
64,790
+108%
增持
BCE
BCE INC
+$2.5M
104,260
+109%
增持
NSC
NORFOLK SOUTHN CORP
+$2.5M
18,082
+95%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.5M
30,820
+100%
增持
SHYD
VANECK ETF TRUST
+$2.5M
250,100
+77%
增持
ABBNY
ABB LTD
+$2.5M
138,600
+103%
增持
WMT
WALMART INC
+$2.5M
32,446
+96%
增持
GEN
GEN DIGITAL INC
+$2.4M
201,192
+109%
增持
SUB
ISHARES TR
+$2.3M
45,030
+97%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
49,890
+131%
增持
JXN
JACKSON FINANCIAL INC
+$2.3M
96,214
+157%
增持
BWXT
BWX TECHNOLOGIES INC
+$2.3M
58,828
+167%
增持
MUB
ISHARES TR
+$2.3M
39,280
+115%
增持
DG
DOLLAR GEN CORP NEW
+$2.2M
17,134
+105%
建仓
GII
SPDR INDEX SHS FDS
+$2.2M
41,210
增持
HUN
HUNTSMAN CORP
+$2.2M
141,764
+100%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$2.1M
40,108
+127%
增持
IWR
ISHARES TR
+$2.1M
56,870
+104%
增持
CAG
CONAGRA BRANDS INC
+$2.1M
83,122
+136%
增持
DOW
DOW INC
+$2.1M
70,480
+107%
增持
NWE
NORTHWESTERN CORP
+$2.0M
48,840
+183%
增持
USHY
ISHARES TR
+$2.0M
116,242
+97%
增持
KR
KROGER CO
+$2.0M
89,574
+99%
增持
HESM
HESS MIDSTREAM LP
+$2.0M
109,300
+117%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$2.0M
55,420
+110%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.0M
106,200
+83%
增持
VTEB
VANGUARD MUN BD FDS
+$1.9M
74,950
+104%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.9M
73,894
+123%
增持
KIM
KIMCO RLTY CORP
+$1.9M
172,546
+84%
建仓
SPSM
SPDR SER TR
+$1.9M
52,050
增持
GSK
GSK PLC
+$1.9M
88,608
+116%
增持
EFA
ISHARES TR
+$1.9M
50,870
+100%
增持
CLX
CLOROX CO DEL
+$1.9M
26,276
+88%
增持
TRV
TRAVELERS COMPANIES INC
+$1.9M
17,026
+99%
增持
AFL
AFLAC INC
+$1.9M
42,970
+96%
增持
—
CHUBB LIMITED
+$1.8M
14,196
+100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
10,538
+99%
增持
SJM
SMUCKER J M CO
+$1.8M
20,164
+104%
增持
CMCSA
COMCAST CORP NEW
+$1.8M
97,306
+82%
增持
ALCO
ALICO INC
+$1.8M
172,350
+117%
增持
RPM
RPM INTL INC
+$1.8M
29,750
+131%
增持
DIS
DISNEY WALT CO
+$1.8M
52,416
+80%
增持
GIS
GENERAL MLS INC
+$1.8M
39,638
+99%
增持
WM
WASTE MGMT INC DEL
+$1.8M
22,464
+107%
增持
UNP
UNION PAC CORP
+$1.8M
16,326
+99%
增持
—
FLEX LNG LTD
+$1.8M
102,700
+105%
增持
GOOG
ALPHABET INC
+$1.8M
43,158
+101%
增持
GPC
GENUINE PARTS CO
+$1.7M
18,962
+83%
