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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 114 项
建仓 11
增持 48
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
Ishares Msci Usa Quality Factor Etf
+$9.2M
56,225
减持
RDVY
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf
-$8.5M
45,330
-79%
增持
SPYM
Spdr Portfolio S&p 500 Etf
+$6.0M
330,445
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。
+29%
清仓
FIXD
First Trust Tcw Opportunistic Fixed Income Etf
-$4.6M
0
-100%
减持
IVV
Ishares Core S&p 500 Etf
-$4.0M
63,806
-19%
增持
JEPQ
Jp Morgan Nasdaq Equity Prem Income Etf
+$2.9M
330,675
+10%
减持
SPAB
Spdr Portfolio Aggregate Bond Etf
-$2.5M
364,271
-20%
增持
BBJP
Jpmorgan Betabuilders Japan Etf New
+$2.4M
206,580
+12%
增持
AGG
Ishares Core U S Aggregate Bond Etf
+$2.3M
65,963
+57%
清仓
XBI
Spdr Series Trust S&p Biotech Etf
-$2.2M
0
-100%
减持
ITOT
Ishares Core S&p Total U S Stock Market Etf
+$2.1M
284,487
-3%
建仓
DFLV
Dimensional Us Large Cap Value Etf
+$2.0M
67,643
增持
IXJ
Ishares Global Healthcare Etf
+$1.9M
49,762
+58%
建仓
HEFA
Ishares Currency Hedged Msci Eafe Etf
+$1.7M
49,520
减持
DFAC
Dimensional U S Core Equity 2 Etf
-$1.6M
47,554
-56%
减持
RSP
Invesco S&p 500 Equal Weight Etf
-$1.5M
35,573
-25%
减持
SPSM
Spdr Portfolio S&p 600 Small Cap Etf
-$1.5M
27,409
-56%
清仓
FUMB
First Trust Ultra Short Duration Municipal Etf
-$1.4M
0
-100%
建仓
SRLN
Spdr Blackstone Senior Ln Etf
+$1.4M
33,265
减持
SPBO
Spdr Corp Bond Etf
-$1.4M
107,640
-30%
减持
GBIL
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket
-$1.3M
105,791
-12%
清仓
JMBS
Janus Henderson Mortgage Backed Etf
-$1.2M
0
-100%
建仓
TIPX
Spdr Bloomberg 1-10 Yr Tips Etf
+$1.2M
64,500
清仓
DFJ
Wisdomtree Japan Small Cap Dividend Etf
-$1.2M
0
-100%
减持
FMB
First Trust Exchange Traded Fd Iii Managed Mun Etf
-$1.1M
20,931
-50%
增持
BINC
Blackrock Flexible Income Etf
+$1.0M
23,500
+503%
减持
SPMD
Spdr Portfolio S&p 400 Mid Cap Etf
-$992.0K
8,461
-71%
增持
BNDX
Vanguard Total Intl Bond Index Etf
+$987.0K
43,648
+86%
减持
SGOV
Ishares 0-3 Month Treasury Bond Etf
-$984.0K
37,298
-21%
增持
SPTI
Spdr Intermediate Term Treasury Etf
+$971.0K
156,575
+30%
建仓
FTGS
First Trust Growth Strength Etf
+$853.0K
27,773
增持
TOTL
Spdr Doubleline Total Return Tactical Etf
+$802.0K
56,485
+56%
清仓
XBIL
Rbb Us Treasury 6 Month Bill Etf
-$652.0K
0
-100%
增持
IUSV
Ishares Core S&p U S Value Etf
+$604.0K
95,811
+0%
清仓
SPYD
Spdr Portfolio S&p 500 High Dividend Etf
-$600.0K
0
-100%
建仓
LQDW
Ishares Investment Grade Corp Bd Buywrite Strategy Etf
+$586.0K
20,010
减持
IEFA
Ishares Core Msci Eafe Etf
-$574.0K
86,715
-13%
减持
ITB
Ishares U S Home Construction Etf
+$571.0K
55,476
-4%
建仓
STIP
Ishares 0-5 Year Tips Bond Etf
+$547.0K
5,500
减持
AAPL
Apple Inc
-$537.0K
24,324
-1%
增持
FPE
First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf
+$528.0K
523,101
+3%
增持
JAAA
Janus Detroit Henderson Aaa Clo Etf
+$502.0K
94,035
+11%
减持
BIL
Spdr Bloomberg 1-3 Month T-bill Etf New
-$466.0K
19,822
-21%
减持
QQQ
Invesco Qqq Etf
+$453.0K
31,046
-5%
清仓
SPSB
Spdr Portfolio Short Term Corp Bond Etf
-$429.0K
0
-100%
减持
—
Ishares Ibonds Dec 2025 Term Corp Etf
-$391.0K
18,687
-46%
减持
IXUS
Ishares Core Msci Total Intl Stock Etf
-$382.0K
28,525
-20%
增持
MSFT
Microsoft Corp
+$361.0K
6,577
+3%
减持
RLY
Spdr Ssga Multi Asset Real Return Etf
-$321.0K
269,713
-7%
增持
—
Exxon Mobil Corp
+$286.0K
14,713
+3%
减持
FSMB
First Trust Short Duration Managed Municipal Etf
-$278.0K
87,915
-13%
增持
VTEB
Vanguard Mun Bd Tax Exempt Bond Index Etf
+$275.0K
21,037
+36%
减持
BRK/B
Berkshire Hathaway Inc Cl B
+$274.0K
4,369
-0%
增持
ABBV
Abbvie Inc
+$250.0K
9,024
+0%
建仓
—
Eaton Corp Plc
+$237.0K
757
增持
TSLA
Tesla Inc
-$228.0K
3,390
+2%
增持
IJH
Ishares Core S&p Mid Cap Etf
+$222.0K
140,952
+368%
增持
MRK
Merck & Company Inc
+$220.0K
7,944
+5%
建仓
ADP
Automatic Data Processing Inc
+$212.0K
848
减持
DFAX
Dimensional World Ex U S Core Equity 2 Etf
+$211.0K
298,066
-1%
建仓
AMZN
Amazon.com Inc
+$207.0K
1,147
减持
—
Ishares Ibonds Dec 2024 Term Muni Bd Etf
-$200.0K
29,227
-21%
减持
QQQM
Invesco Nasdaq 100 Etf
+$189.0K
15,587
-1%
增持
ISTB
Ishares Core 1-5 Year Usd Bond Etf
+$183.0K
61,069
+7%
减持
STOT
Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etf
-$183.0K
42,827
-9%
减持
ULST
Spdr Ssga Ultra Short Term Bond Etf
-$178.0K
41,788
-10%
减持
EPI
Wisdomtree India Earnings Etf
-$159.0K
14,000
-25%
增持
BTT
Blackrock Municipal 2030 Target Term Trust
+$155.0K
77,400
+9%
减持
SPY
Spdr S&p 500 Etf
+$130.0K
4,262
-3%
增持
IVE
Ishares S&p 500 Value Etf
+$120.0K
8,264
+1%
增持
DFUV
Dimensional U S Marketwide Value Etf
+$108.0K
29,019
+0%
增持
FLOT
Ishares Floating Rate Bond Etf
+$107.0K
28,013
+7%
减持
IWM
Ishares Russell 2000 Etf
+$104.0K
10,957
-0%
减持
IJR
Ishares Core S&p Small Cap Etf
+$104.0K
46,005
-0%
增持
IUSG
Ishares Core S&p U S Growth Etf
+$92.0K
6,986
+0%
增持
VTIP
Vanguard Short Term Inflation Protected Securities Etf
+$88.0K
22,369
+8%
增持
—
Ishares Ibonds Dec 2024 Term Treasury Etf
+$88.0K
188,470
+2%
增持
DVY
Ishares Select Dividend Etf
+$75.0K
11,638
+0%
减持
DIS
Walt Disney Co
+$73.0K
2,337
-1%
减持
IWD
Ishares Russell 1000 Value Etf
+$71.0K
10,075
-4%
增持
XLK
Sector Technology Select Sector Spdr Etf
+$66.0K
4,189
+0%
增持
UPS
United Parcel Service Inc Cl B
-$64.0K
7,424
+0%
减持
IWF
Ishares Russell 1000 Growth Etf
+$59.0K
12,619
-9%
增持
—
Ishares Ibonds Dec 2025 Term Treasury Etf
+$59.0K
59,782
+5%
增持
—
Ishares Ibonds Dec 2024 Term Corp Etf
+$58.0K
80,080
+2%
减持
IEMG
Ishares Core Msci Emerging Markets Etf
+$58.0K
61,765
-0%
减持
IXN
Ishares Global Tech Etf
+$54.0K
17,097
-5%
增持
DFAU
Dimensional U S Core Etf
+$49.0K
14,802
+0%
增持
XLF
Sector Financial Select Sector Spdr Etf
+$47.0K
10,353
+0%
减持
DFNM
Dimensional National Municipal Bond Etf
-$45.0K
26,121
-3%
增持
XLU
Select Utilities Select Sector Spdr Etf
+$42.0K
8,395
+4%
增持
HD
Home Depot Inc
+$41.0K
993
+1%
增持
VOO
Vanguard S&p 500 Index Etf
+$41.0K
924
+0%
增持
PEP
Pepsico Inc
+$41.0K
1,458
+16%
增持
TMO
Thermo Fisher Scientific Inc
+$39.0K
705
+1%
减持
DFAI
Dimensional Intl Core Etf
+$37.0K
23,940
-0%
增持
ABT
Abbott Laboratories
+$34.0K
8,216
+0%
减持
VYM
Vanguard High Dividend Yield Etf
+$33.0K
7,092
-4%
增持
IYH
Ishares U S Healthcare Etf
+$30.0K
6,511
+400%
减持
IWV
Ishares Russell 3000 Etf
+$30.0K
1,364
-1%
减持
FTCS
First Trust Cap Strength Etf
+$29.0K
6,164
-1%
减持
PG
Procter & Gamble Co
+$26.0K
1,976
-2%
减持
VZ
Verizon Communications Inc
+$24.0K
8,786
-4%
减持
EEM
Ishares Msci Emerging Markets Etf
-$23.0K
8,063
-9%
增持
VXUS
Vanguard Total Intl Stock Index Fund Etf
+$20.0K
6,966
+1%
增持
JNJ
Johnson & Johnson
+$19.0K
1,461
+8%
增持
NEE
Nextera Energy Inc
+$18.0K
5,331
+0%
增持
KO
Coca-cola Company
+$17.0K
3,800
+4%
减持
SLYV
Spdr Series Trust S&p 600 Small Cap Value Etf
-$11.0K
22,365
-0%
增持
PFE
Pfizer Inc
+$9.0K
10,240
+7%
减持
HYG
Ishares Iboxx $ High Yield Corp Bond Etf
-$6.0K
4,191
-2%
增持
USFR
Wisdomtree Floating Rate Treasury Fund New Etf
+$4.0K
66,734
+0%
增持
VTES
Vanguard Short Term Tax Exempt Bond Etf
-$2.0K
10,462
+0%
减持
VTI
Vanguard Total Stock Market Etf
+$2.0K
8,994
-9%
