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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 71
减持 61
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$8.2M
7,983
清仓
—
BLACKROCK INC
-$7.5M
0
-100%
减持
AVGO
BROADCOM INC
+$7.1M
131,444
-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。
清仓
—
LAM RESEARCH CORP
-$6.2M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$5.9M
80,863
增持
IVV
ISHARES TR
+$2.8M
39,762
+11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.2M
106,061
-2%
减持
AAPL
APPLE INC
+$2.2M
189,020
-2%
增持
AMGN
AMGEN INC
-$1.9M
35,006
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.8M
66,675
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.7M
40,294
+0%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.6M
79,495
+3%
增持
GOOGL
ALPHABET INC
+$1.6M
35,697
+15%
减持
LLY
ELI LILLY & CO
-$1.6M
12,381
-2%
减持
LDOS
LEIDOS HOLDINGS INC
-$1.4M
53,283
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$1.3M
13,219
-0%
增持
AMAT
APPLIED MATLS INC
-$1.3M
35,465
+1%
增持
SPYM
SPDR SER TR
+$1.2M
88,245
+23%
减持
CCI
CROWN CASTLE INC
-$1.2M
40,328
-2%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
39,056
+4%
增持
MRK
MERCK & CO INC
-$1.2M
98,179
+2%
增持
AMZN
AMAZON COM INC
+$1.1M
30,722
+2%
增持
NEE
NEXTERA ENERGY INC
-$1.1M
92,657
+1%
增持
KLAC
KLA CORP
-$1.1M
7,536
+0%
减持
ABBV
ABBVIE INC
-$998.2K
48,773
-0%
增持
RIO
RIO TINTO PLC
-$990.9K
100,098
+4%
减持
INTC
INTEL CORP
-$971.6K
15,140
-72%
增持
SCHF
SCHWAB STRATEGIC TR
-$965.4K
874,406
+110%
减持
—
MEDTRONIC PLC
-$953.4K
65,147
-5%
增持
CRM
SALESFORCE INC
+$952.1K
11,513
+9%
增持
TSLA
TESLA INC
+$923.5K
5,335
+13%
增持
CSCO
CISCO SYS INC
+$907.1K
145,117
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$890.6K
14,468
+3%
增持
NVDA
NVIDIA CORPORATION
+$884.4K
46,203
+5%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$783.6K
4,247
增持
SCHE
SCHWAB STRATEGIC TR
-$775.3K
401,853
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$764.6K
71,789
+2%
减持
CVS
CVS HEALTH CORP
-$726.6K
12,892
-38%
增持
JNJ
JOHNSON & JOHNSON
-$716.0K
46,070
+1%
减持
BX
BLACKSTONE INC
+$715.0K
42,423
-2%
增持
VGT
VANGUARD WORLD FD
+$711.4K
13,410
+3%
增持
MUB
ISHARES TR
+$702.8K
49,129
+18%
增持
ADI
ANALOG DEVICES INC
-$702.3K
40,371
+0%
减持
PFE
PFIZER INC
-$667.2K
116,714
-10%
增持
MBB
ISHARES TR
+$661.6K
15,446
+96%
增持
—
ASTRAZENECA PLC
-$655.3K
54,779
+1%
增持
—
EXXON MOBIL CORP
-$653.4K
78,152
+1%
减持
DG
DOLLAR GEN CORP NEW
-$639.9K
5,748
-55%
减持
STM
STMICROELECTRONICS N V
-$609.6K
35,691
-29%
减持
HD
HOME DEPOT INC
-$602.1K
33,341
-0%
减持
DLR
DIGITAL RLTY TR INC
+$593.8K
39,421
-1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$576.4K
27,357
+0%
减持
DOW
DOW INC
-$576.2K
24,127
-15%
增持
SO
SOUTHERN CO
-$575.8K
73,869
+0%
建仓
IBDW
ISHARES TR
+$573.4K
28,175
增持
GOOG
ALPHABET INC
+$570.8K
23,180
+1%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$568.6K
18,515
-43%
增持
IJH
ISHARES TR
+$564.1K
176,777
+5%
减持
—
LINDE PLC
-$547.9K
9,337
-0%
减持
GLW
CORNING INC
+$510.1K
237,103
-0%
增持
EMR
EMERSON ELEC CO
+$509.1K
32,863
+1%
减持
SBUX
STARBUCKS CORP
-$506.6K
57,194
-3%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$504.1K
16,788
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$502.8K
12,550
+5%
增持
UNM
UNUM GROUP
+$502.3K
36,075
+1%
减持
NVS
NOVARTIS AG
-$501.8K
28,009
-0%
增持
BMO
BANK MONTREAL QUE
+$500.5K
18,215
+30%
增持
TXN
TEXAS INSTRS INC
-$499.9K
26,339
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$488.7K
93,459
-3%
减持
AXP
AMERICAN EXPRESS CO
+$487.8K
21,819
-1%
增持
IGIB
ISHARES TR
+$476.1K
83,289
+17%
增持
QCOM
QUALCOMM INC
-$462.5K
36,768
+2%
增持
DCI
DONALDSON INC
+$461.2K
15,068
+101%
减持
ALB
ALBEMARLE CORP
-$459.4K
42,416
-2%
增持
MSFT
MICROSOFT CORP
-$458.0K
71,662
+1%
增持
DEO
DIAGEO PLC
+$446.7K
28,886
+28%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$441.1K
18,090
-20%
减持
GSK
GSK PLC
-$434.2K
43,106
-7%
减持
CAG
CONAGRA BRANDS INC
-$432.5K
79,070
-2%
减持
—
UNILEVER PLC
-$424.2K
50,676
-0%
减持
WMT
WALMART INC
+$419.6K
47,524
-1%
减持
CMCSA
COMCAST CORP NEW
-$414.5K
52,969
-8%
减持
—
LYONDELLBASELL INDUSTRIES N
-$408.4K
10,116
-16%
减持
SAP
SAP SE
+$405.3K
33,093
-2%
增持
KMI
KINDER MORGAN INC DEL
+$403.5K
75,160
+0%
减持
WSO
WATSCO INC
-$400.7K
16,258
-1%
增持
META
META PLATFORMS INC
+$397.7K
8,037
+7%
增持
PEP
PEPSICO INC
-$397.3K
24,931
+0%
增持
DIS
DISNEY WALT CO
+$396.6K
16,977
+9%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$395.9K
16,921
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$389.9K
80,509
+0%
增持
PFFD
GLOBAL X FDS
+$388.2K
385,631
+12%
增持
MU
MICRON TECHNOLOGY INC
-$376.0K
38,311
+10%
增持
HII
HUNTINGTON INGALLS INDS INC
-$373.9K
7,882
+12%
减持
OMC
OMNICOM GROUP INC
-$370.2K
18,346
-3%
减持
CM
CANADIAN IMPERIAL BK COMM
-$365.4K
80,030
-9%
减持
CAT
CATERPILLAR INC
-$359.2K
9,849
-2%
减持
JXN
JACKSON FINANCIAL INC
-$351.4K
39,638
-5%
增持
BABA
ALIBABA GROUP HLDG LTD
-$349.8K
20,876
+5%
减持
SON
SONOCO PRODS CO
-$348.5K
54,523
-1%
减持
SWK
STANLEY BLACK & DECKER INC
-$341.1K
10,728
-2%
减持
—
FLEX LNG LTD
-$327.8K
70,277
-8%
增持
UPS
UNITED PARCEL SERVICE INC
-$322.2K
47,798
+3%
减持
PKG
PACKAGING CORP AMER
+$314.1K
43,615
-1%
增持
REET
ISHARES TR
-$311.1K
249,760
+6%
减持
PAYX
PAYCHEX INC
+$307.3K
57,965
-1%
建仓
QUAL
ISHARES TR
+$305.1K
1,713
增持
IJR
ISHARES TR
+$303.3K
53,041
+7%
减持
HUN
HUNTSMAN CORP
-$295.8K
35,614
-8%
减持
EXPD
EXPEDITORS INTL WASH INC
-$290.4K
12,642
-2%
增持
CUBE
CUBESMART
-$286.5K
26,335
+0%
减持
ORCL
ORACLE CORP
-$281.1K
51,743
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$280.0K
100,346
+4%
增持
VTI
VANGUARD INDEX FDS
+$271.5K
18,943
+3%
建仓
VUG
VANGUARD INDEX FDS
+$268.3K
654
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$267.9K
7,181
-4%
减持
RTX
RTX CORPORATION
-$260.1K
42,057
-1%
增持
IGSB
ISHARES TR
+$259.3K
23,326
+30%
减持
VO
VANGUARD INDEX FDS
-$258.1K
1,624
-38%
减持
PG
PROCTER AND GAMBLE CO
-$257.9K
43,867
-0%
减持
CVX
CHEVRON CORP NEW
-$256.3K
28,195
-4%
减持
V
VISA INC
+$253.9K
6,413
-1%
增持
MCD
MCDONALDS CORP
-$252.5K
18,437
+0%
增持
KO
COCA COLA CO
-$249.6K
27,051
+1%
增持
ITOT
ISHARES TR
+$246.7K
62,859
+1%
增持
AGG
ISHARES TR
+$240.7K
41,631
+11%
建仓
XLK
SELECT SECTOR SPDR TR
+$240.4K
1,034
减持
MLPX
GLOBAL X FDS
+$238.8K
40,191
-0%
增持
GPC
GENUINE PARTS CO
+$237.3K
18,464
+34%
增持
EMXC
ISHARES INC
+$225.7K
29,004
+28%
减持
LOW
LOWES COS INC
-$220.6K
8,614
-1%
清仓
NHI
NATIONAL HEALTH INVS INC
-$218.8K
0
-100%
建仓
MS
MORGAN STANLEY
+$217.9K
1,734
清仓
ZTS
ZOETIS INC
-$215.9K
0
-100%
减持
ALCO
ALICO INC
-$215.4K
54,425
-6%
增持
KMB
KIMBERLY-CLARK CORP
-$212.4K
18,987
+0%
清仓
EEMV
ISHARES INC
-$211.9K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$210.7K
0
-100%
减持
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$210.3K
143,330
-14%
清仓
TIP
ISHARES TR
-$209.9K
0
-100%
增持
GIS
GENERAL MLS INC
-$208.3K
23,438
+2%
减持
DUK
DUKE ENERGY CORP NEW
-$208.1K
25,466
-1%
建仓
WSBC
WESBANCO INC
+$207.8K
6,315
增持
SPY
SPDR S&P 500 ETF TR
+$204.0K
10,063
+1%
增持
AXON
AXON ENTERPRISE INC
+$197.7K
1,005
+1%
增持
EFA
ISHARES TR
-$196.4K
26,055
+1%
减持
INGR
INGREDION INC
-$193.3K
19,713
-7%
增持
SHOP
SHOPIFY INC
+$191.8K
4,709
+22%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$190.7K
21,159
+1%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$187.9K
11,000
