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Eldridge Investment Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Eldridge Investment Advisors, Inc.
报告期 2026-03-31 · CIK 0001727993
持仓数
154
前50大市值合计
$391.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 119 项
建仓 13
增持 49
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
GBIL
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket
+$4.9M
140,438
+54%
增持
RLY
Spdr Ssga Multi Asset Real Return Etf
+$4.2M
235,558
+165%
建仓
BIL
Spdr Bloomberg 1-3 Month T-bill Etf New
+$4.2M
45,422
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
AGG
Ishares Core U S Aggregate Bond Etf
-$2.8M
0
-100%
减持
USFR
Wisdomtree Floating Rate Treasury Fund New Etf
-$2.7M
66,586
-45%
增持
IXUS
Ishares Core Msci Total Intl Stock Etf
+$2.4M
73,149
+102%
增持
DFAX
Dimensional World Ex U S Core Equity 2 Etf
+$2.2M
297,348
+33%
增持
—
Ishares Ibonds Dec 2023 Term Corp Etf
+$2.2M
103,691
+513%
建仓
SLQD
Ishares 0-5 Yr Invt Grade Corp Bond Etf
+$2.0M
42,368
减持
FMB
First Trust Exchange Traded Fd Iii Managed Mun Etf
-$1.9M
92,416
-31%
减持
IVV
Ishares Core S&p 500 Etf
-$1.8M
90,383
-11%
减持
RDVY
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf
+$1.8M
396,705
-1%
增持
—
Ishares Ibonds Dec 2023 Term Treasury Etf
+$1.8M
131,657
+119%
增持
FIXD
First Trust Tcw Opportunistic Fixed Income Etf
+$1.7M
342,222
+12%
增持
DHS
Wisdomtree U S High Dividend Fund Etf
+$1.5M
25,019
+173%
增持
FCTR
First Trust Lunt U S Factor Rotation Etf
+$1.4M
489,136
+5%
增持
SPAB
Spdr Portfolio Aggregate Bond Etf
+$1.4M
320,755
+20%
减持
FTSM
First Trust Iv Enhanced Short Maturity Etf New
-$1.3M
33,000
-41%
减持
ISTB
Ishares Core 1-5 Year Usd Bond Etf
-$1.2M
6,398
-80%
减持
ITOT
Ishares Core S&p Total U S Stock Market Etf
+$1.1M
255,200
-1%
增持
FSMB
First Trust Short Duration Managed Municipal Etf
+$936.0K
75,093
+168%
减持
SPYM
Spdr Portfolio S&p 500 Etf
-$873.0K
52,921
-32%
增持
FUMB
First Trust Ultra Short Duration Municipal Etf
+$681.0K
210,994
+19%
减持
LMBS
First Trust Low Duration Opportunities Etf
-$672.0K
20,191
-41%
建仓
DFAI
Dimensional Intl Core Etf
+$635.0K
25,357
增持
DFAC
Dimensional U S Core Equity 2 Etf
+$603.0K
104,385
+20%
减持
SPYD
Spdr Portfolio S&p 500 High Dividend Etf
-$557.0K
74,810
-25%
增持
DFUV
Dimensional U S Marketwide Value Etf
+$527.0K
35,483
+59%
增持
—
Ishares Ibonds Dec 2023 Term Muni Bond Etf
+$481.0K
37,973
+99%
减持
TSLA
Tesla Inc
-$452.0K
3,018
-3%
增持
DFNM
Dimensional National Municipal Bond Etf
+$403.0K
44,624
+20%
减持
ICSH
Blackrock Ultra Short Term Bond Etf
-$400.0K
5,345
-60%
减持
VYM
Vanguard High Dividend Yield Etf
+$394.0K
30,308
-0%
增持
CAT
Caterpillar Inc
+$365.0K
4,749
+1%
建仓
—
Ishares Ibonds Dec 2024 Term Muni Bd Etf
+$363.0K
14,083
建仓
QSIG
Wisdomtree U S Short Term Corp Bond Etf
+$360.0K
7,700
减持
SPMB
Spdr Mortgage Backed Bond Etf
-$351.0K
14,097
-54%
增持
—
Exxon Mobil Corp
+$343.0K
14,483
+1%
增持
FHLC
Fidelity Msci Healthcare Index Etf
+$341.0K
51,538
+1%
建仓
DFAE
Dimensional Emerging Markets Core Etf
+$329.0K
14,971
清仓
TLT
Ishares 20 Yr Treasury Bond Etf
-$307.0K
0
-100%
清仓
—
Ishares Ibonds Dec 2022 Term Corp Etf
-$307.0K
0
-100%
增持
IEMG
Ishares Core Msci Emerging Markets Etf
+$306.0K
13,889
+74%
清仓
COST
Costco Wholesale Corp
-$298.0K
0
-100%
建仓
HD
Home Depot Inc
+$276.0K
875
清仓
EDV
Vanguard Extended Duration Treasury Index Etf
-$269.0K
0
-100%
减持
ABBV
Abbvie Inc
+$250.0K
9,162
-0%
清仓
XOP
Spdr Series Trust S&p Oil & Gas Exploratn & Production Etf New
-$249.0K
0
-100%
建仓
GE
General Electric Co New
+$242.0K
2,890
减持
SCHD
Schwab U S Dividend Equity Etf
+$221.0K
29,999
-3%
建仓
—
Ishares Ibonds Dec 2025 Term Corp Etf
+$218.0K
8,960
增持
XBI
Spdr Series Trust S&p Biotech Etf
+$216.0K
29,884
+5%
增持
—
Ishares Ibonds Dec 2024 Term Treasury Etf
+$214.0K
42,494
+27%
清仓
—
Ishares Ibonds Dec 2022 Term Muni Bond Etf
-$212.0K
0
-100%
增持
MRK
Merck & Company Inc New
+$210.0K
7,575
+4%
减持
XLE
Sector Energy Select Sector Spdr Etf
-$208.0K
3,000
-54%
建仓
—
Ishares Ibonds Dec 2025 Term Muni Bd Etf
+$206.0K
7,826
建仓
XLV
Sector Healthcare Select Sector Spdr Etf
+$205.0K
1,510
建仓
ADP
Automatic Data Processing Inc
+$203.0K
848
增持
IWD
Ishares Russell 1000 Value Etf
+$197.0K
12,130
+0%
减持
RSP
Invesco S&p 500 Equal Weight Etf
-$195.0K
39,008
-13%
增持
VXUS
Vanguard Total Intl Stock Index Fund Etf
+$180.0K
8,503
+50%
增持
IWM
Ishares Russell 2000 Etf
+$177.0K
13,400
+2%
减持
MTUM
Ishares Msci Usa Momentum Factor Etf
+$173.0K
32,715
-7%
增持
CVX
Chevron Corp
+$166.0K
4,486
+1%
减持
MDY
Spdr S&p Mid Cap 400 Etf
+$164.0K
4,878
-2%
增持
IVE
Ishares S&p 500 Value Etf
+$162.0K
8,109
+3%
减持
QQQ
Invesco Qqq Etf
-$154.0K
23,880
-2%
减持
BRK/B
Berkshire Hathaway Inc Cl B New
+$152.0K
5,856
-6%
增持
JPM
Jpmorgan Chase & Co
+$152.0K
4,393
+5%
增持
MCD
Mcdonalds Corp
+$150.0K
3,809
+3%
减持
QQQM
Invesco Nasdaq 100 Etf
-$143.0K
4,889
-21%
增持
AAPL
Apple Inc
-$139.0K
23,775
+2%
减持
EEM
Ishares Msci Emerging Markets Etf
-$134.0K
10,925
-30%
清仓
ACWV
Ishares Msci Global Min Volatility Etf
-$131.0K
0
-100%
减持
DVY
Ishares Select Dividend Etf
+$124.0K
10,368
-1%
减持
ABT
Abbott Laboratories
+$110.0K
8,828
-1%
减持
JAAA
Janus Detroit Henderson Aaa Clo Etf
-$110.0K
99,021
-3%
减持
JHMM
John Hancock Multifactor Mid Cap Etf
+$109.0K
30,212
-1%
增持
UCON
First Trust Tcw Unconstrained Plus Bond Etf
+$99.0K
40,000
+10%
减持
IXN
Ishares Global Tech Etf
-$92.0K
23,568
-13%
增持
UPS
United Parcel Service Inc Cl B
+$92.0K
7,402
+0%
减持
IJH
Ishares Core S&p Mid Cap Etf
+$85.0K
4,100
-1%
增持
MSFT
Microsoft Corp
+$82.0K
6,775
+2%
减持
IUSV
Ishares Core S&p U S Value Etf
+$75.0K
10,351
-1%
增持
SLYV
Spdr Series Trust S&p 600 Small Cap Value Etf
+$73.0K
7,002
+5%
减持
WPC
W P Carey Inc
+$61.0K
9,800
-3%
增持
TMO
Thermo Fisher Scientific Inc
+$59.0K
778
+7%
增持
IWP
Ishares Russell Mid Cap Growth Etf
+$55.0K
9,823
+1%
减持
DFUS
Dimensional U S Equity Etf
+$53.0K
21,215
-1%
减持
JPST
Jp Morgan Ultra Short Income Etf
-$51.0K
10,872
-8%
减持
FLRN
Spdr Bloomberg Invt Grade Fltg Rate Etf
-$50.0K
10,325
-14%
增持
XLF
Sector Financial Select Sector Spdr Etf
+$49.0K
12,693
+0%
增持
UNH
Unitedhealth Group Inc
+$48.0K
490
+17%
增持
JNJ
Johnson & Johnson
+$40.0K
1,835
+6%
减持
VUG
Vanguard Growth Etf
-$38.0K
3,110
-5%
减持
VTIP
Vanguard Short Term Inflation Protected Securities Etf
-$33.0K
9,924
-4%
增持
PEP
Pepsico Inc
+$32.0K
1,378
+4%
增持
—
Spdr Series Trust S&p 600 Small Cap Etf
+$32.0K
4,913
+0%
增持
NEE
Nextera Energy Inc
+$28.0K
5,264
+0%
增持
KO
Coca-cola Company
+$28.0K
3,647
+0%
减持
ALTL
Pacer Lunt Large Cap Alternator Etf
-$27.0K
121,112
-12%
减持
EFA
Ishares Msci Eafe Etf
+$23.0K
3,569
-5%
减持
VTI
Vanguard Total Stock Market Etf
+$23.0K
10,309
-5%
增持
VOO
Vanguard S&p 500 Index Etf
+$23.0K
996
+0%
减持
XLK
Sector Technology Select Sector Spdr Etf
-$21.0K
4,536
-8%
减持
JMST
Jp Morgan Ultra Short Municipal Income Etf
-$17.0K
4,581
-8%
减持
USMV
Ishares Msci Usa Min Volatility Factor Etf
+$14.0K
6,706
-6%
增持
BMY
Bristol Myers Squibb Company
+$10.0K
3,512
+3%
增持
IUSG
Ishares Core S&p U S Growth Etf
+$10.0K
7,113
+0%
减持
VZ
Verizon Communications Inc
-$8.0K
10,138
-5%
清仓
AEP
American Electric Power Company Inc
-$6.0K
0
-100%
减持
FTEC
Fidelity Msci Information Tech Index Etf
+$6.0K
2,324
-1%
减持
IWF
Ishares Russell 1000 Growth Etf
+$6.0K
3,734
-1%
减持
DFAU
Dimensional U S Core Etf
-$6.0K
17,094
-8%
增持
—
Ishares Ibonds Dec 2024 Term Corp Etf
+$4.0K
15,633
+1%
增持
GOOG
Alphabet Inc Cl C
-$3.0K
3,000
+7%
建仓
ALL
Allstate Corp
+$3.0K
19
减持
IWV
Ishares Russell 3000 Etf
+$2.0K
1,424
-6%
