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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 134 项
建仓 17
增持 48
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
JHPI
John Hancock Preferred Income Etf
+$10.2M
456,017
清仓
FPE
First Trust Preferred Securities & Income Etf
-$10.0M
0
-100%
减持
QUAL
Ishares Msci Usa Quality Factor Etf
-$6.6M
7,605
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。
-83%
增持
DYNF
Ishares U S Equity Factor Rotation Active Etf
+$6.5M
216,711
+170%
增持
EVTR
Eaton Vance Total Return Return Etf
+$4.9M
146,131
+197%
清仓
ITB
Ishares U S Home Construction Etf
-$4.2M
0
-100%
建仓
JBND
Jpmorgan Active Bond Etf
+$4.1M
76,046
增持
JHMM
John Hancock Multifactor Mid Cap Etf
+$3.8M
185,675
+63%
建仓
JMBS
Janus Henderson Mortgage Backed Etf
+$3.0M
67,200
减持
IVV
Ishares Core S&p 500 Etf
-$2.9M
56,822
-4%
减持
ITOT
Ishares Core S&p Total U S Stock Market Etf
-$2.9M
326,596
-2%
清仓
JSI
Janus Detroit Henderson Securitized Income Etf
-$2.5M
0
-100%
增持
IBTG
Ishares Ibonds December 2026 Treasury Etf
+$2.4M
192,246
+119%
增持
BINC
Ishares Flexible Income Active Etf
+$2.3M
129,925
+51%
减持
SPYM
Spdr Portfolio S&p 500 Etf
-$2.0M
418,079
-2%
建仓
NOBL
Proshares S&p 500 Div Aristocrats Etf
+$2.0M
19,180
增持
IXUS
Ishares Core Msci Total Intl Stock Etf
+$1.9M
69,159
+56%
减持
SPTI
Spdr Intermediate Term Treasury Etf
-$1.7M
234,575
-22%
建仓
ZROZ
Pimco 25 yr Zero Coupon U S Treasury Index Etf
+$1.7M
23,788
增持
EVLN
Eaton Vance Floating Rate Etf
+$1.6M
92,839
+57%
减持
QQQ
Invesco Qqq Etf
-$1.6M
29,374
-2%
减持
QQQM
Invesco Nasdaq 100 Etf
-$1.5M
16,343
-27%
建仓
GSEW
Goldman Sachs Equal Weight U S Large Cap Equity Etf
+$1.5M
19,131
减持
JEPQ
Jpmorgan Nasdaq Equity Premium Income Etf
-$1.4M
245,111
-2%
减持
SGOV
Ishares 0-3 Month Treasury Bond Etf
-$1.4M
7,287
-65%
建仓
SPEU
Spdr Europe Etf
+$1.2M
28,180
清仓
SJNK
Spdr Bloomberg Barclays Short Term High Yield Bond Etf
-$1.2M
0
-100%
增持
BBJP
Jpmorgan Betabuilders Japan Etf
+$1.2M
207,445
+9%
减持
SPYV
Spdr Portfolio S&p 500 Value Etf
-$1.1M
7,103
-76%
减持
AAPL
Apple Inc
-$1.1M
23,586
-7%
清仓
DXJ
Wisdomtree Japan Hedged Equity Fd Etf
-$1.0M
0
-100%
清仓
USFR
Wisdomtree Floating Rate Treasury Fund New Etf
-$971.0K
0
-100%
建仓
OSEA
Harbor Intl Compounders Etf
+$912.4K
34,385
减持
IXN
Ishares Global Tech Etf
-$850.8K
9,866
-48%
建仓
MCHI
Ishares Msci China Etf
+$802.9K
14,760
增持
RLY
Spdr Ssga Multi Asset Real Return Etf
+$801.4K
319,986
+4%
建仓
IEF
Ishares 7-10yr Treasury Bond Etf
+$763.0K
8,000
增持
HFXI
Nyli Ftse Intl Equity Currency Neutral Etf
+$730.1K
126,168
+20%
建仓
XNTK
Spdr Nyse Technology Etf
+$716.4K
3,735
建仓
IBDR
Ishares Ibonds Dec 2026 Term Corp Etf
+$709.1K
29,289
清仓
KBE
Spdr S&p Bank Etf
-$666.0K
0
-100%
增持
JAAA
Janus Henderson Aaa Clo Etf
+$656.1K
138,198
+11%
减持
SPAB
Spdr Aggregate Bond Etf
-$631.6K
307,172
-9%
增持
GBIL
Goldman Sachs Access Treasury 0-1yr Etf
+$578.8K
105,368
+6%
减持
IJH
Ishares Core S&p Mid Cap Etf
-$550.7K
132,550
-0%
减持
—
Ishares Ibonds Dec 2025 Term Treasury Etf
-$506.0K
313,481
-7%
清仓
FMB
First Trust Managed Municipal Etf
-$490.0K
0
-100%
减持
—
Ishares Ibonds Dec 2025 Term Corporate Etf
-$489.4K
39,428
-33%
增持
DFAX
Dimensional World Ex U S Core Equity 2 Etf
+$489.0K
285,457
+2%
减持
IWF
Ishares Russell 1000 Growth Etf
-$481.0K
11,812
-0%
减持
IJR
Ishares Core S&p Small Cap Etf
-$465.3K
43,528
-0%
建仓
AVMC
Avantis U S Mid Cap Equity Etf
+$423.0K
6,824
减持
STOT
Spdr Doubleline Short Duration Total Return Tactical Etf
-$418.0K
32,043
-22%
减持
MSFT
Microsoft Corp
-$398.7K
6,663
-3%
增持
DVY
Ishares Select Dividend Etf
+$389.3K
13,831
+24%
减持
FSMB
First Trust Short Duration Managed Municipal Etf
-$388.3K
31,491
-38%
减持
IWM
Ishares Russell 2000 Etf
-$361.7K
9,947
-6%
增持
ABBV
Abbvie Inc
+$294.4K
9,233
+0%
减持
VTI
Vanguard Total Stock Market Etf
-$293.7K
8,650
-6%
清仓
—
Eaton Corp Plc
-$251.0K
0
-100%
建仓
VPLS
Vanguard Core Plus Bond Etf
+$249.8K
3,220
减持
RSP
Invesco S&p 500 Equal Weight Etf
-$248.2K
33,648
-3%
减持
JPEF
Jpmorgan Equity Focus Etf
-$245.7K
23,568
-9%
清仓
EEM
Ishares Msci Emerging Markets Etf
-$239.0K
0
-100%
减持
BRK/B
Berkshire Hathaway Inc Cl B
+$223.7K
3,612
-4%
增持
BTT
Blackrock Municipal 2030 Target Term Trust
+$211.4K
109,535
+7%
增持
ISTB
Ishares Core 1-5 Year Usd Bond Etf
+$208.3K
99,200
+3%
建仓
BMY
Bristol Myers Squibb Company
+$208.1K
3,412
减持
SRLN
Spdr Blackstone Senior Ln Etf
-$203.2K
11,890
-28%
增持
AGG
Ishares Core U S Aggregate Bond Etf
+$195.2K
74,194
+1%
减持
SPBO
Spdr Corp Bond Etf
-$192.5K
104,670
-7%
增持
SLYV
Spdr S&p 600 Small Cap Value Etf
-$185.5K
21,652
+0%
减持
SPY
Spdr S&p 500 Etf
-$180.8K
3,803
-3%
减持
CAT
Caterpillar Inc
-$179.9K
5,243
-0%
增持
ABT
Abbott Laboratories
+$159.5K
8,153
+0%
减持
—
Exxon Mobil Corp
+$147.8K
13,679
-1%
减持
MDY
Spdr S&p Mid Cap 400 Etf
-$147.6K
3,277
-2%
增持
VYM
Vanguard High Dividend Yield Etf
+$140.6K
8,651
+13%
减持
UPS
United Parcel Service Inc Cl B
-$138.2K
7,572
-2%
增持
IWD
Ishares Russell 1000 Value Etf
+$134.7K
10,793
+5%
增持
IBTH
Ishares Ibonds December 2027 Treasury Etf
+$127.4K
17,057
+49%
减持
IYH
Ishares U S Healthcare Etf
-$126.2K
3,888
-38%
减持
HD
Home Depot Inc
-$122.8K
721
-28%
增持
SCHD
Schwab U S Dividend Equity Etf
+$111.5K
111,533
+1%
减持
DIA
Spdr Dow Jones Industrial Average Etf
-$110.6K
1,430
-14%
减持
AMZN
Amazon.com Inc
-$108.6K
1,132
-23%
减持
DFNM
Dimensional National Municipal Bond Etf
-$100.3K
12,102
-15%
减持
CVX
Chevron Corp
+$100.1K
4,711
-1%
减持
IWP
Ishares Russell Mid Cap Growth Etf
-$98.5K
10,048
-0%
减持
BIL
Spdr Bloomberg 1-3 Month T-bill Etf
-$89.0K
4,146
-19%
减持
IEMG
Ishares Core Msci Emerging Markets Etf
+$88.2K
59,537
-1%
减持
GOOG
Alphabet Inc Cl C
-$86.3K
2,123
-3%
增持
IUSG
Ishares Core S&p U S Growth Etf
-$85.6K
6,991
+0%
增持
VUG
Vanguard Growth Etf
-$83.8K
3,417
+4%
增持
MRK
Merck & Company Inc
-$78.5K
8,105
+0%
增持
IXJ
Ishares Global Healthcare Etf
+$74.9K
9,988
+3%
增持
ULST
Spdr Ssga Ultra Short Term Bond Etf
+$69.4K
29,001
+6%
减持
NVDA
Nvidia Corp
-$66.9K
2,105
-4%
增持
SPMD
Spdr Portfolio S&p 400 Mid Cap Etf
+$60.2K
17,628
+15%
增持
DCOR
Dimensional U S Core Equity 1 Etf
+$53.2K
52,261
+6%
减持
RDVY
First Trust Rising Dividend Achievers Etf
-$46.2K
43,317
-1%
增持
VOO
Vanguard S&p 500 Index Etf
+$40.9K
945
+15%
增持
DFAC
Dimensional U S Core Equity 2 Etf
-$34.2K
21,272
+0%
减持
VZ
Verizon Communications Inc
+$32.5K
8,345
-4%
减持
MTUM
Ishares Msci Usa Momentum Factor Etf
-$31.7K
6,067
-0%
增持
FLOT
Ishares Floating Rate Bond Etf
+$30.0K
54,457
+1%
增持
DFAU
Dimensional U S Core Etf
-$29.8K
14,625
+0%
减持
RTX
Rtx Corp
+$29.7K
2,798
-5%
增持
VIG
Vanguard Dividend Appreciation Index Fund Etf
+$28.0K
11,439
+2%
减持
HYG
Ishares Iboxx $ High Yield Corporate Bond Etf
-$26.7K
3,591
-9%
增持
VTES
Vanguard Short Term Tax Exempt Bond Etf
+$25.4K
4,681
+6%
建仓
AVEM
Avantis Emerging Markets Equity Etf
+$24.0K
399
减持
WMT
Walmart Inc
-$23.7K
2,316
-8%
增持
XLF
Financial Select Sector Spdr Etf
+$23.2K
9,339
+2%
减持
VTIP
Vanguard Short Term Inflation Protected Securities Etf
-$22.6K
21,009
-5%
减持
PFE
Pfizer Inc
-$21.2K
11,910
-2%
减持
XLU
Utilities Select Sector Spdr Etf
+$19.9K
8,470
-1%
减持
WPC
W P Carey Inc
+$19.6K
7,188
-10%
减持
PG
Procter & Gamble Co
-$18.1K
1,801
-7%
减持
DFAI
Dimensional Intl Core Equity Market Etf
+$17.4K
23,196
-4%
增持
ISPY
Proshares S&p 500 High Income Etf
+$15.1K
14,258
+8%
增持
VXUS
Vanguard Total Intl Stock Index Etf
+$15.1K
4,752
+0%
增持
DFUV
Dimensional U S Marketwide Value Etf
+$13.1K
28,928
+0%
减持
MCD
Mcdonalds Corp
+$12.5K
3,504
-6%
增持
VTEB
Vanguard Municipal Tax Exempt Bond Index Etf
-$12.5K
22,462
+0%
减持
JPM
Jpmorgan Chase & Co
-$12.3K
4,471
-3%
增持
IUSV
Ishares Core S&p U S Value Etf
+$9.8K
91,091
+0%
增持
SPSM
Spdr Portfolio S&p 600 Small Cap Etf
-$4.6K
27,830
+10%
增持
NEE
Nextera Energy Inc
-$3.2K
5,413
+0%
增持
IQQQ
Proshares Nasdaq 100 High Income Etf
-$2.9K
52,743
+10%
增持
BNDX
Vanguard Total Intl Bond Index Etf
-$1.9K
45,516
+0%
增持
—
Ishares Ibonds December 2025 Municipal Etf
+$1.9K
17,305
+0%
减持
USMV
Ishares Msci Usa Min Volatility Factor Etf
-$1.6K
6,336
-6%
建仓
BBY
Best Buy Company Inc
+$1.3K
17
