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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 126 项
建仓 18
增持 37
减持 60
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
BBJP
Jpmorgan Betabuilders Japan Etf New
+$6.5M
125,246
增持
QQQM
Invesco Nasdaq 100 Etf
+$5.7M
60,276
+129%
减持
RDVY
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf
-$5.6M
158,195
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。
-46%
增持
FPE
First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf
+$5.6M
398,921
+712%
增持
SPYM
Spdr Portfolio S&p 500 Etf
+$4.0M
141,568
+103%
减持
FCTR
First Trust Lunt U S Factor Rotation Etf
-$4.0M
244,947
-35%
增持
ITB
Ishares U S Home Construction Etf
+$3.3M
59,802
+135%
增持
ITOT
Ishares Core S&p Total U S Stock Market Etf
+$3.0M
261,554
+5%
减持
VYM
Vanguard High Dividend Yield Etf
-$2.6M
3,903
-86%
减持
SPYD
Spdr Portfolio S&p 500 High Dividend Etf
-$2.4M
9,325
-87%
增持
SGOV
Ishares 0-3 Month Treasury Bond Etf
+$2.2M
79,396
+39%
减持
IXUS
Ishares Core Msci Total Intl Stock Etf
-$1.8M
47,462
-38%
增持
USFR
Wisdomtree Floating Rate Treasury Fund New Etf
+$1.7M
96,680
+51%
清仓
SLQD
Ishares 0-5 Yr Invt Grade Corp Bond Etf
-$1.5M
0
-100%
减持
SCHD
Schwab U S Dividend Equity Etf
-$1.4M
9,111
-67%
建仓
SPSM
Spdr Portfolio S&p 600 Small Cap Etf
+$1.4M
35,182
建仓
IEFA
Ishares Core Msci Eafe Etf
+$1.3M
19,941
减持
IVV
Ishares Core S&p 500 Etf
-$1.2M
80,556
-11%
增持
LMBS
First Trust Low Duration Opportunities Etf
+$1.2M
29,840
+563%
减持
QQQ
Invesco Qqq Etf
+$1.1M
23,673
-0%
减持
FUMB
First Trust Ultra Short Duration Municipal Etf
-$1.1M
123,892
-32%
建仓
SRLN
Spdr Blackstone Senior Ln Etf
+$1.0M
24,783
清仓
DHS
Wisdomtree U S High Dividend Fund Etf
-$997.0K
0
-100%
减持
SPAB
Spdr Portfolio Aggregate Bond Etf
-$966.0K
318,372
-9%
清仓
IEMG
Ishares Core Msci Emerging Markets Etf
-$944.0K
0
-100%
减持
ILTB
Ishares Core 10 Year Usd Bond Etf
-$943.0K
14,500
-54%
增持
BIL
Spdr Bloomberg 1-3 Month T-bill Etf New
+$922.0K
65,483
+18%
增持
AAPL
Apple Inc
+$922.0K
24,816
+5%
建仓
ULST
Spdr Ssga Ultra Short Term Bond Etf
+$797.0K
19,800
减持
FTSM
First Trust Iv Enhanced Short Maturity Etf New
-$790.0K
19,501
-40%
建仓
VTEB
Vanguard Mun Bd Tax Exempt Bond Index Etf
+$764.0K
15,209
增持
JAAA
Janus Detroit Henderson Aaa Clo Etf
+$736.0K
62,287
+30%
减持
FMB
First Trust Exchange Traded Fd Iii Managed Mun Etf
-$662.0K
71,553
-15%
建仓
FLOT
Ishares Floating Rate Bond Etf
+$657.0K
12,925
清仓
AGG
Ishares Core U S Aggregate Bond Etf
-$599.0K
0
-100%
增持
FIXD
First Trust Tcw Opportunistic Fixed Income Etf
+$597.0K
263,175
+8%
清仓
JPST
Jp Morgan Ultra Short Income Etf
-$532.0K
0
-100%
增持
SPMD
Spdr Portfolio S&p 400 Mid Cap Etf
+$493.0K
19,023
+120%
增持
DFAX
Dimensional World Ex U S Core Equity 2 Etf
+$464.0K
293,447
+6%
建仓
RWR
Spdr Series Trust Dow Jones Reit Etf
+$452.0K
5,000
增持
DFAC
Dimensional U S Core Equity 2 Etf
+$449.0K
125,437
+8%
建仓
DXJ
Wisdomtree Japan Hedged Equity Fd Etf
+$441.0K
5,300
清仓
STIP
Ishares 0-5 Year Tips Bond Etf
-$437.0K
0
-100%
清仓
—
Spdr Series Trust S&p 600 Small Cap Etf
-$415.0K
0
-100%
建仓
HEFA
Ishares Currency Hedged Msci Eafe Etf
+$403.0K
12,999
减持
RLY
Spdr Ssga Multi Asset Real Return Etf
-$387.0K
250,277
-2%
清仓
DFAE
Dimensional Emerging Markets Core Etf
-$348.0K
0
-100%
减持
—
Ishares Ibonds Dec 2023 Term Corp Etf
-$346.0K
93,030
-13%
建仓
FSIG
First Trust LTD Duration Investment Grade Corp Etf
+$331.0K
17,800
减持
MSFT
Microsoft Corp
+$323.0K
6,554
-1%
清仓
DFSV
Dimensional Us Small Cap Value Etf
-$316.0K
0
-100%
建仓
META
Meta Platforms Inc Cl A
+$250.0K
870
建仓
CALF
Pacer U S Small Cap Cash Cows 100 Etf
+$244.0K
6,000
减持
—
Ishares Ibonds Dec 2024 Term Treasury Etf
-$243.0K
17,247
-37%
减持
ABBV
Abbvie Inc
-$237.0K
9,082
-1%
增持
SPY
Spdr S&p 500 Etf
+$231.0K
4,973
+3%
减持
SPTL
Spdr Portfolio Long Term Treasury Etf
-$227.0K
14,600
-32%
减持
GBIL
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket
-$222.0K
140,551
-1%
清仓
BA
Boeing Company
-$222.0K
0
-100%
减持
MTUM
Ishares Msci Usa Momentum Factor Etf
-$217.0K
28,861
-8%
建仓
AVGO
Broadcom Inc
+$209.0K
241
建仓
MUB
Ishares National Muni Bond Etf
+$208.0K
1,950
清仓
MLI
Mueller Industries Inc
-$206.0K
0
-100%
建仓
COST
Costco Wholesale Corp
+$205.0K
380
建仓
AMZN
Amazon.com Inc
+$203.0K
1,560
建仓
XLV
Sector Healthcare Select Sector Spdr Etf
+$200.0K
1,510
增持
RSP
Invesco S&p 500 Equal Weight Etf
+$197.0K
38,984
+0%
增持
VTI
Vanguard Total Stock Market Etf
+$184.0K
10,509
+1%
减持
DFNM
Dimensional National Municipal Bond Etf
-$177.0K
40,755
-7%
减持
—
Ishares Ibonds Dec 2023 Term Treasury Etf
-$172.0K
171,399
-4%
减持
DFUV
Dimensional U S Marketwide Value Etf
-$149.0K
33,869
-14%
增持
IWF
Ishares Russell 1000 Growth Etf
+$135.0K
4,236
+0%
减持
WPC
W P Carey Inc
-$131.0K
9,300
-5%
减持
FSMB
First Trust Short Duration Managed Municipal Etf
-$130.0K
62,721
-9%
增持
UPS
United Parcel Service Inc Cl B
-$109.0K
7,411
+0%
减持
KRE
Spdr S&p Regional Banking Etf
-$106.0K
6,160
-24%
减持
TSLA
Tesla Inc
+$102.0K
3,018
-9%
增持
JPM
Jpmorgan Chase & Co
+$98.0K
4,559
+5%
增持
HD
Home Depot Inc
+$96.0K
980
+39%
减持
XLK
Sector Technology Select Sector Spdr Etf
+$95.0K
4,400
-1%
增持
DFUS
Dimensional U S Equity Etf
+$93.0K
21,515
+1%
增持
IWD
Ishares Russell 1000 Value Etf
+$77.0K
12,542
+0%
增持
MRK
Merck & Company Inc New
+$75.0K
7,589
+1%
增持
IUSG
Ishares Core S&p U S Growth Etf
+$74.0K
7,227
+2%
减持
VXUS
Vanguard Total Intl Stock Index Fund Etf
-$74.0K
7,281
-17%
减持
MDY
Spdr S&p Mid Cap 400 Etf
+$73.0K
4,564
-1%
减持
FLRN
Spdr Bloomberg Invt Grade Fltg Rate Etf
-$72.0K
7,665
-24%
减持
MCD
Mcdonalds Corp
+$68.0K
3,729
-0%
减持
SPMB
Spdr Mortgage Backed Bond Etf
-$61.0K
11,425
-19%
增持
—
Ishares Ibonds Dec 2024 Term Muni Bd Etf
+$59.0K
17,634
+15%
减持
BRK/B
Berkshire Hathaway Inc Cl B New
-$51.0K
5,136
-12%
增持
JMST
Jp Morgan Ultra Short Municipal Income Etf
+$50.0K
5,581
+22%
减持
JHMM
John Hancock Multifactor Mid Cap Etf
+$50.0K
30,162
-0%
减持
FHLC
Fidelity Msci Healthcare Index Etf
-$49.0K
48,963
-4%
减持
—
Ishares Ibonds Dec 2023 Term Muni Bond Etf
-$48.0K
51,016
-4%
减持
JNJ
Johnson & Johnson
-$48.0K
1,410
-22%
减持
IWM
Ishares Russell 2000 Etf
+$46.0K
12,607
-3%
增持
SLYV
Spdr Series Trust S&p 600 Small Cap Value Etf
+$44.0K
7,465
+7%
减持
GOOG
Alphabet Inc Cl C
+$43.0K
2,760
-1%
减持
DFAI
Dimensional Intl Core Etf
-$42.0K
23,860
-7%
减持
DIS
Walt Disney Co
-$41.0K
2,585
-5%
减持
—
Exxon Mobil Corp
-$39.0K
14,443
-0%
减持
IXN
Ishares Global Tech Etf
-$36.0K
19,399
-15%
减持
DFAU
Dimensional U S Core Etf
+$31.0K
16,889
-1%
减持
HYG
Ishares Iboxx $ High Yield Corp Bond Etf
-$28.0K
4,590
-7%
减持
UNH
Unitedhealth Group Inc
-$22.0K
420
-12%
减持
IJR
Ishares Core S&p Small Cap Etf
+$21.0K
13,138
-1%
减持
GE
General Electric Co New
-$19.0K
2,340
-19%
减持
EEM
Ishares Msci Emerging Markets Etf
-$19.0K
10,795
-4%
减持
VZ
Verizon Communications Inc
-$18.0K
9,909
-0%
减持
XLF
Sector Financial Select Sector Spdr Etf
+$17.0K
12,597
-1%
增持
—
Ishares Ibonds Dec 2024 Term Corp Etf
+$15.0K
16,299
+4%
增持
NEE
Nextera Energy Inc
-$15.0K
5,288
+0%
增持
ISTB
Ishares Core 1-5 Year Usd Bond Etf
+$15.0K
7,498
+6%
增持
CVX
Chevron Corp
+$15.0K
4,750
+6%
增持
PG
Procter & Gamble Co
+$14.0K
2,126
+2%
减持
IUSV
Ishares Core S&p U S Value Etf
-$10.0K
11,029
-7%
减持
ABT
Abbott Laboratories
+$9.0K
8,282
-6%
减持
FTCS
First Trust Cap Strength Etf
+$8.0K
6,354
-1%
减持
VTIP
Vanguard Short Term Inflation Protected Securities Etf
-$8.0K
9,043
-1%
减持
FTEC
Fidelity Msci Information Tech Index Etf
+$7.0K
2,254
-11%
增持
KO
Coca-cola Company
-$6.0K
3,649
+0%
减持
XBI
Spdr Series Trust S&p Biotech Etf
+$5.0K
26,965
-8%
增持
DVY
Ishares Select Dividend Etf
-$3.0K
11,250
+3%
减持
IBM
Intl Business Machines Corp
+$1.0K
1,974
-2%
增持
—
Ishares Ibonds Dec 2025 Term Corp Etf
+$0
9,078
+1%
