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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 68
减持 57
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$4.0M
74,306
-2%
增持
IVV
ISHARES TR
+$3.7M
33,418
+18%
减持
AVGO
BROADCOM INC
+$3.7M
14,615
-3%
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
AAPL
APPLE INC
+$3.4M
201,194
-3%
减持
INTC
INTEL CORP
+$2.1M
144,982
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.0M
111,569
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
39,145
-0%
减持
JPM
JPMORGAN CHASE & CO
+$1.6M
67,771
-1%
增持
HD
HOME DEPOT INC
+$1.6M
33,961
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
36,027
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.5M
345,775
+5%
减持
NEAR
ISHARES U S ETF TR
-$1.4M
69,447
-29%
增持
—
BLACKROCK INC
+$1.3M
7,810
+1%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
74,948
+30%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.2M
73,450
-26%
增持
—
EXXON MOBIL CORP
-$1.2M
74,490
+2%
增持
SPYM
SPDR SER TR
+$1.1M
50,509
+49%
增持
LDOS
LEIDOS HOLDINGS INC
+$1.1M
56,185
+4%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.1M
79,371
+2%
增持
CCI
CROWN CASTLE INC
+$1.1M
40,406
+4%
减持
AQN
ALGONQUIN PWR UTILS CORP
-$1.1M
56,436
-76%
减持
VV
VANGUARD INDEX FDS
+$1.1M
66,852
-3%
减持
QCOM
QUALCOMM INC
+$1.0M
35,033
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$1.0M
65,702
+3%
减持
—
ACCENTURE PLC IRELAND
+$1.0M
24,959
-1%
减持
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$1.0M
272,860
-16%
增持
ADI
ANALOG DEVICES INC
+$976.0K
40,759
+0%
减持
BX
BLACKSTONE INC
+$974.6K
44,183
-2%
增持
AXP
AMERICAN EXPRESS CO
+$960.4K
22,291
+3%
减持
RIO
RIO TINTO PLC
+$945.5K
87,736
-0%
增持
REET
ISHARES TR
+$935.7K
191,411
+11%
增持
TGT
TARGET CORP
+$893.4K
21,176
+10%
增持
CM
CANADIAN IMPERIAL BK COMM TO
+$885.5K
88,165
+1%
增持
MUB
ISHARES TR
+$869.0K
32,313
+26%
减持
—
LAM RESEARCH CORP
+$856.9K
7,668
-7%
减持
SAP
SAP SE
+$853.9K
34,011
-0%
减持
ULST
SSGA ACTIVE ETF TR
-$819.4K
83,559
-20%
增持
IWD
ISHARES TR
+$802.0K
36,882
+6%
增持
GII
SPDR INDEX SHS FDS
+$783.7K
34,580
+60%
增持
A
AGILENT TECHNOLOGIES INC
+$775.1K
13,475
+37%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$771.6K
71,830
+18%
增持
STM
STMICROELECTRONICS N V
+$771.3K
43,841
+33%
增持
UPS
UNITED PARCEL SERVICE INC
+$756.4K
42,798
+12%
减持
AMAT
APPLIED MATLS INC
+$753.3K
36,701
-2%
减持
IJH
ISHARES TR
+$720.7K
32,073
-2%
减持
BCE
BCE INC
-$700.7K
30,015
-39%
增持
BIV
VANGUARD BD INDEX FDS
+$699.9K
34,446
+29%
减持
KLAC
KLA CORP
+$697.9K
7,840
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$679.2K
13,015
+1%
减持
AMZN
AMAZON COM INC
+$674.0K
30,824
-2%
增持
RTX
RTX CORPORATION
+$670.0K
41,686
+6%
增持
IJR
ISHARES TR
+$648.4K
42,962
+2%
清仓
—
NATIONAL INSTRS CORP
-$646.3K
0
-100%
清仓
MINT
PIMCO ETF TR
-$645.4K
0
-100%
减持
AMGN
AMGEN INC
+$632.5K
34,268
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$630.8K
48,020
+17%
减持
CVX
CHEVRON CORP NEW
-$620.2K
25,686
-3%
增持
MCD
MCDONALDS CORP
+$615.7K
18,130
+0%
清仓
GOVT
ISHARES TR
-$607.6K
0
-100%
减持
SHYD
VANECK ETF TRUST
-$599.8K
59,300
-33%
减持
VGT
VANGUARD WORLD FDS
+$599.5K
12,382
-5%
增持
ALB
ALBEMARLE CORP
+$596.2K
44,891
+30%
减持
USB
US BANCORP DEL
+$590.7K
66,270
-4%
减持
ITOT
ISHARES TR
+$590.0K
63,354
-1%
减持
MRK
MERCK & CO INC
+$561.7K
95,819
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$540.6K
13,031
-1%
减持
DLR
DIGITAL RLTY TR INC
+$533.7K
41,584
-2%
减持
WSO
WATSCO INC
+$529.8K
17,063
-5%
减持
MU
MICRON TECHNOLOGY INC
+$510.5K
32,934
-3%
减持
JXN
JACKSON FINANCIAL INC
+$499.4K
44,509
-4%
清仓
FXF
INVESCO CURRENCYSHARES SWISS
-$493.3K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$485.5K
34,471
-18%
建仓
XLE
SELECT SECTOR SPDR TR
+$472.9K
5,640
增持
INFY
INFOSYS LTD
+$471.5K
340,926
+1%
增持
UNP
UNION PAC CORP
+$462.7K
9,782
+3%
增持
SBUX
STARBUCKS CORP
+$429.8K
39,120
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$427.4K
96,977
+7%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$420.5K
5,425
增持
HII
HUNTINGTON INGALLS INDS INC
+$413.0K
7,121
+1%
减持
VTI
VANGUARD INDEX FDS
+$400.7K
17,777
-1%
增持
CUBE
CUBESMART
+$387.9K
24,275
+25%
增持
CSX
CSX CORP
+$384.9K
88,235
+1%
减持
SO
SOUTHERN CO
+$382.8K
72,822
-0%
增持
SCHE
SCHWAB STRATEGIC TR
+$382.7K
347,545
+1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$380.3K
18,694
+1%
增持
CAG
CONAGRA BRANDS INC
+$379.6K
65,765
+20%
减持
MCO
MOODYS CORP
+$378.0K
5,188
-0%
建仓
STAG
STAG INDL INC
+$375.1K
9,525
增持
LECO
LINCOLN ELEC HLDGS INC
+$360.0K
7,139
+9%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$353.5K
7,044
+9%
减持
DG
DOLLAR GEN CORP NEW
+$353.0K
12,199
-1%
增持
ABT
ABBOTT LABS
+$346.7K
24,543
+1%
减持
SRLN
SSGA ACTIVE ETF TR
-$345.7K
34,350
-19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$345.6K
16,101
-1%
建仓
AGG
ISHARES TR
+$343.9K
3,465
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$343.6K
4,528
-56%
减持
—
LINDE PLC
+$343.2K
9,675
-1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$341.4K
20,458
+3%
增持
TXN
TEXAS INSTRS INC
+$341.4K
26,428
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$336.8K
53,298
-10%
增持
—
MEDTRONIC PLC
+$328.6K
70,068
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$327.9K
15,480
+3%
清仓
LEG
LEGGETT & PLATT INC
-$327.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$318.7K
136,934
+2%
增持
KIM
KIMCO RLTY CORP
+$315.2K
84,256
+0%
增持
IGIB
ISHARES TR
+$312.7K
37,671
+11%
减持
WM
WASTE MGMT INC DEL
+$302.0K
13,369
-3%
增持
HESM
HESS MIDSTREAM LP
+$300.3K
60,095
+9%
减持
CVS
CVS HEALTH CORP
+$300.0K
38,049
-2%
增持
EMR
EMERSON ELEC CO
+$296.4K
26,603
+12%
增持
BHB
BAR HBR BANKSHARES
+$288.8K
40,783
+6%
减持
SHYG
ISHARES TR
-$288.3K
54,058
-14%
减持
LLY
ELI LILLY & CO
+$280.6K
13,633
-4%
增持
SPSM
SPDR SER TR
+$278.9K
31,675
+11%
建仓
SHOP
SHOPIFY INC
+$275.7K
3,539
增持
—
TE CONNECTIVITY LTD
+$272.2K
12,042
+5%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$269.3K
13,500
增持
XLC
SELECT SECTOR SPDR TR
+$265.6K
25,299
+5%
清仓
FHB
FIRST HAWAIIAN INC
-$265.3K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$262.0K
8,776
-39%
减持
CHCT
COMMUNITY HEALTHCARE TR INC
-$261.9K
27,390
-18%
减持
SCHB
SCHWAB STRATEGIC TR
+$260.1K
57,498
-3%
减持
RPM
RPM INTL INC
+$258.5K
16,075
-1%
建仓
AXON
AXON ENTERPRISE INC
+$258.3K
1,000
增持
SWK
STANLEY BLACK & DECKER INC
+$256.6K
11,502
+10%
增持
EMDM
FIRST TR EXCHANGE TRADED FD
+$253.3K
36,450
+26%
建仓
XRT
SPDR SER TR
+$253.1K
3,500
减持
IXUS
ISHARES TR
+$249.3K
54,779
-1%
清仓
KWEB
KRANESHARES TR
-$249.1K
0
-100%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$248.8K
4,815
减持
PKG
PACKAGING CORP AMER
+$248.4K
45,696
-2%
增持
CAT
CATERPILLAR INC
+$247.9K
10,445
+0%
增持
—
ASTRAZENECA PLC
+$247.1K
48,618
+9%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$243.0K
16,810
+9%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$242.4K
0
-100%
增持
TSLA
TESLA INC
+$241.5K
3,593
+38%
建仓
EMXC
ISHARES INC
+$237.3K
4,282
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$234.8K
5,585
-2%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$230.7K
11,500
减持
OMC
OMNICOM GROUP INC
+$229.4K
20,310
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$227.1K
24,859
+0%
增持
DE
DEERE & CO
+$226.8K
4,259
+9%
建仓
—
VIPER ENERGY INC
+$225.6K
7,190
建仓
FDM
FIRST TR DOW JONES SELECT MI
+$223.9K
3,650
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$223.7K
5,900
增持
LNC
LINCOLN NATL CORP IND
+$222.3K
62,135
+6%
建仓
MIDD
MIDDLEBY CORP
+$220.8K
1,500
清仓
GUNR
FLEXSHARES TR
-$220.6K
0
-100%
清仓
—
PIONEER NAT RES CO
-$216.5K
0
-100%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$216.1K
15,225
+4%
