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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 15
增持 71
减持 47
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$4.2M
15,355
-78%
增持
AAPL
APPLE INC
-$4.0M
206,618
+2%
增持
AMGN
AMGEN INC
+$1.8M
34,370
+2%
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
AQN
ALGONQUIN PWR UTILS CORP
-$1.5M
234,612
-33%
增持
MSFT
MICROSOFT CORP
-$1.4M
75,676
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.4M
110,356
+1%
增持
ALB
ALBEMARLE CORP
-$1.3M
34,661
+8%
减持
—
NATIONAL INSTRS CORP
-$1.2M
10,840
-67%
减持
BSV
VANGUARD BD INDEX FDS
-$1.2M
59,091
-21%
减持
IJH
ISHARES TR
-$1.2M
32,611
-9%
减持
PKG
PACKAGING CORP AMER
+$981.5K
46,854
-0%
增持
—
EXXON MOBIL CORP
+$951.9K
73,381
+3%
增持
MRK
MERCK & CO INC
-$925.9K
96,047
+2%
增持
GLW
CORNING INC
-$914.7K
233,128
+2%
增持
LECO
LINCOLN ELEC HLDGS INC
+$901.8K
6,564
+342%
减持
ADI
ANALOG DEVICES INC
-$885.1K
40,648
-1%
减持
NEAR
ISHARES U S ETF TR
-$850.9K
98,482
-15%
建仓
REG
REGENCY CTRS CORP
+$841.0K
13,988
减持
AVGO
BROADCOM INC
-$836.2K
15,135
-2%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$821.6K
10,348
-46%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
-$792.4K
45,555
+25%
减持
LLY
ELI LILLY & CO
+$776.8K
14,272
-3%
增持
RTX
RTX CORPORATION
-$767.1K
39,426
+7%
减持
FFWM
FIRST FNDTN INC
+$759.9K
362,525
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$733.9K
38,319
+2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$693.9K
77,945
+3%
减持
DIS
DISNEY WALT CO
-$687.1K
13,428
-32%
减持
ORCL
ORACLE CORP
-$686.9K
49,583
-1%
减持
ITOT
ISHARES TR
-$685.8K
64,218
-7%
清仓
—
URSTADT BIDDLE PPTYS INC
-$658.4K
0
-100%
减持
MCD
MCDONALDS CORP
-$648.3K
18,068
-0%
减持
ABBV
ABBVIE INC
+$642.5K
51,584
-1%
减持
VV
VANGUARD INDEX FDS
-$640.3K
69,159
-1%
减持
BX
BLACKSTONE INC
+$595.2K
44,893
-1%
清仓
—
LIFE STORAGE INC
-$583.2K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$558.2K
17,967
-10%
增持
—
MEDTRONIC PLC
-$556.8K
69,467
+2%
增持
SPYM
SPDR SER TR
+$538.7K
33,981
+51%
增持
DG
DOLLAR GEN CORP NEW
-$511.5K
12,339
+15%
增持
GOOG
ALPHABET INC
+$507.6K
22,536
+11%
减持
BCE
BCE INC
-$504.6K
49,285
-6%
增持
CSCO
CISCO SYS INC
+$479.9K
134,609
+3%
减持
VUSB
VANGUARD BD INDEX FDS
-$473.9K
98,650
-9%
增持
IWD
ISHARES TR
+$458.1K
34,645
+13%
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$456.7K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$454.5K
2,186
+109%
减持
ULST
SSGA ACTIVE ETF TR
-$449.7K
104,134
-10%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$439.1K
25,854
-27%
增持
AMD
ADVANCED MICRO DEVICES INC
-$434.2K
39,254
+0%
减持
AOA
ISHARES TR
-$431.2K
3,176
-67%
增持
CVX
CHEVRON CORP NEW
+$420.9K
26,400
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$416.8K
13,120
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$410.7K
6,428
+19%
减持
SO
SOUTHERN CO
-$409.0K
72,983
-0%
增持
A
AGILENT TECHNOLOGIES INC
+$403.3K
9,851
+70%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$389.9K
240,413
-6%
增持
JXN
JACKSON FINANCIAL INC
+$382.4K
46,558
+2%
增持
TGT
TARGET CORP
-$369.1K
19,196
+2%
增持
CLX
CLOROX CO DEL
-$368.4K
13,225
+0%
清仓
—
URSTADT BIDDLE PPTYS INC
-$362.9K
0
-100%
增持
CAT
CATERPILLAR INC
+$362.2K
10,404
+3%
增持
AXP
AMERICAN EXPRESS CO
-$357.0K
21,554
+5%
减持
SCHB
SCHWAB STRATEGIC TR
-$355.7K
58,993
-7%
增持
TXN
TEXAS INSTRS INC
-$345.6K
26,184
+5%
增持
DE
DEERE & CO
+$341.1K
3,914
+39%
增持
UNH
UNITEDHEALTH GROUP INC
+$340.1K
12,445
+1%
增持
STM
STMICROELECTRONICS N V
+$333.9K
33,051
+51%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$331.6K
15,362
+57%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$331.3K
7,284
+24%
增持
INFY
INFOSYS LTD
+$327.8K
338,676
+1%
增持
COST
COSTCO WHSL CORP NEW
+$321.6K
2,598
+22%
减持
SBUX
STARBUCKS CORP
-$319.6K
36,443
-1%
增持
V
VISA INC
+$317.7K
6,747
+30%
减持
ALCO
ALICO INC
-$315.0K
64,565
-15%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$314.7K
41,951
-8%
增持
WSO
WATSCO INC
+$314.1K
17,953
+6%
建仓
WRB
BERKLEY W R CORP
+$313.6K
4,892
建仓
SHW
SHERWIN WILLIAMS CO
+$309.6K
1,214
增持
VEA
VANGUARD TAX-MANAGED FDS
+$306.1K
61,050
+19%
减持
INTC
INTEL CORP
+$306.0K
146,036
-0%
增持
KMB
KIMBERLY-CLARK CORP
-$300.9K
19,130
+1%
增持
IGSB
ISHARES TR
+$298.6K
24,225
+34%
减持
IXUS
ISHARES TR
-$294.7K
55,134
-4%
增持
PFFD
GLOBAL X FDS
+$293.0K
190,314
+12%
建仓
—
LUCID GROUP INC
+$286.8K
51,300
建仓
EXR
EXTRA SPACE STORAGE INC
+$286.1K
2,353
减持
LEG
LEGGETT & PLATT INC
-$280.8K
12,580
-38%
增持
JPM
JPMORGAN CHASE & CO
+$280.7K
68,137
+3%
增持
OMC
OMNICOM GROUP INC
-$280.5K
20,514
+8%
减持
PG
PROCTER AND GAMBLE CO
-$279.1K
43,580
-0%
增持
VOO
VANGUARD INDEX FDS
-$278.7K
35,909
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$274.0K
5,695
-5%
增持
GOOGL
ALPHABET INC
+$272.4K
17,975
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$269.2K
12,452
+78%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$268.8K
0
-100%
减持
SAP
SAP SE
-$268.7K
34,054
-0%
减持
IJR
ISHARES TR
-$268.2K
42,224
-1%
减持
AMAT
APPLIED MATLS INC
-$266.1K
37,521
-1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$263.5K
19,865
-1%
减持
FIBK
FIRST INTST BANCSYSTEM INC
-$260.4K
15,225
-43%
增持
CVS
CVS HEALTH CORP
+$259.7K
38,733
+10%
增持
AMZN
AMAZON COM INC
+$259.0K
31,540
+10%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$257.7K
0
-100%
增持
OMAB
GRUPO AEROPORTUARIO DEL CENT
+$255.7K
11,425
+31%
增持
LDOS
LEIDOS HOLDINGS INC
+$253.1K
54,068
+1%
清仓
BNS
BANK NOVA SCOTIA HALIFAX
-$252.5K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$249.3K
1,005
增持
MUB
ISHARES TR
+$244.4K
25,688
+15%
建仓
—
STERIS PLC
+$241.4K
1,100
增持
PEP
PEPSICO INC
-$239.1K
23,276
+3%
减持
—
LAM RESEARCH CORP
-$238.7K
8,215
-2%
增持
HD
HOME DEPOT INC
-$235.5K
33,690
+0%
建仓
HWKN
HAWKINS INC
+$235.4K
4,000
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$235.2K
3,500
增持
CMCSA
COMCAST CORP NEW
+$234.5K
55,411
+4%
建仓
OKE
ONEOK INC NEW
+$233.3K
3,678
建仓
SNPS
SYNOPSYS INC
+$232.7K
507
增持
PAYX
PAYCHEX INC
+$231.7K
56,116
+1%
清仓
CGNX
COGNEX CORP
-$229.7K
0
-100%
清仓
CQQQ
INVESCO EXCH TRADED FD TR II
-$229.4K
0
-100%
增持
CUBE
CUBESMART
+$228.5K
19,410
+68%
增持
UNP
UNION PAC CORP
+$226.3K
9,527
+14%
建仓
PSX
PHILLIPS 66
+$224.1K
1,865
清仓
MIDD
MIDDLEBY CORP
-$221.7K
0
-100%
减持
INGR
INGREDION INC
-$220.0K
23,923
-2%
清仓
SHOP
SHOPIFY INC
-$219.8K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$216.7K
0
-100%
增持
HDB
HDFC BANK LTD
+$216.5K
11,799
+73%
建仓
—
PIONEER NAT RES CO
+$216.5K
943
建仓
HYD
VANECK ETF TRUST
+$213.7K
4,355
清仓
OTIS
OTIS WORLDWIDE CORP
-$212.7K
0
-100%
减持
BA
BOEING CO
-$212.7K
1,597
-35%
增持
NVDA
NVIDIA CORPORATION
+$211.6K
4,886
+8%
清仓
FDM
FIRST TR DOW JONES SELECT MI
-$211.4K
0
-100%
增持
CSX
CSX CORP
-$211.2K
86,965
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$209.6K
12,893
-0%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$208.1K
0
-100%
增持
DEO
DIAGEO PLC
-$205.6K
16,540
+6%
减持
AVA
AVISTA CORP
-$204.0K
28,858
-0%
增持
CCI
CROWN CASTLE INC
+$203.5K
39,011
+31%
增持
NEE
NEXTERA ENERGY INC
+$203.2K
57,545
+38%
增持
NSC
NORFOLK SOUTHN CORP
-$203.1K
9,431
+4%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$203.0K
3,790
清仓
FNDE
SCHWAB STRATEGIC TR
-$202.3K
0
-100%
清仓
EEMV
ISHARES INC
-$202.2K
0
-100%
增持
LOW
LOWES COS INC
+$200.8K
8,618
+22%
增持
IGF
ISHARES TR
+$197.1K
127,683
+12%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$196.8K
10,706
+32%
增持
SCHF
SCHWAB STRATEGIC TR
+$196.7K
330,798
+7%
减持
DLR
DIGITAL RLTY TR INC
+$195.6K
42,243
-2%
