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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 136 项
建仓 10
增持 58
减持 55
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
JBND
Jpmorgan Active Bond Etf
+$6.7M
201,405
+165%
增持
EVLN
Eaton Vance Floating Rate Etf
+$5.6M
204,209
+120%
增持
ITOT
Ishares Core S&p Total U S Stock Market Etf
+$5.0M
332,205
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。
+2%
增持
IXUS
Ishares Core Msci Total Intl Stock Etf
+$4.9M
125,923
+82%
增持
QQQM
Invesco Nasdaq 100 Etf
+$3.7M
30,272
+85%
清仓
HFXI
Nyli Ftse Intl Equity Currency Neutral Etf
-$3.5M
0
-100%
减持
IVV
Ishares Core S&p 500 Etf
+$3.2M
56,585
-0%
清仓
SPBO
Spdr Corp Bond Etf
-$3.0M
0
-100%
清仓
JMBS
Janus Henderson Mortgage Backed Etf
-$3.0M
0
-100%
增持
QQQ
Invesco Qqq Etf
+$3.0M
30,363
+3%
建仓
HYBL
Spdr Blackstone High Income Etf
+$2.9M
102,222
减持
SPYM
Spdr Portfolio S&p 500 Etf
+$2.6M
414,023
-1%
增持
DYNF
Ishares U S Equity Factor Rotation Active Etf
+$2.5M
239,639
+11%
减持
SCHD
Schwab U S Dividend Equity Etf
-$2.2M
35,348
-68%
建仓
GSST
Goldman Sachs Ultra Short Bond Etf
+$1.8M
36,666
清仓
ZROZ
Pimco 25 yr Zero Coupon U S Treasury Index Etf
-$1.7M
0
-100%
增持
SPTI
Spdr Intermediate Term Treasury Etf
+$1.7M
291,520
+24%
建仓
DFE
Wisdomtree Europe Hedged Small Cap Equity Etf
+$1.5M
21,925
增持
BBJP
Jpmorgan Betabuilders Japan Etf
+$1.5M
213,258
+3%
清仓
JPEF
Jpmorgan Equity Focus Etf
-$1.5M
0
-100%
增持
NOBL
Proshares S&p 500 Div Aristocrats Etf
+$1.5M
34,282
+79%
增持
SDY
Spdr Series Trust S&p Dividend Etf
+$1.3M
12,290
+392%
增持
DFAX
Dimensional World Ex U S Core Equity 2 Etf
+$1.3M
299,578
+5%
增持
BINC
Ishares Flexible Income Active Etf
+$1.1M
149,693
+15%
增持
JEPQ
Jpmorgan Nasdaq Equity Premium Income Etf
+$1.0M
254,129
+4%
增持
JHPI
John Hancock Preferred Income Etf
+$971.3K
496,370
+9%
增持
MSFT
Microsoft Corp
+$952.6K
6,944
+4%
增持
KRE
Spdr S&p Regional Banking Etf
+$939.7K
20,201
+342%
清仓
IXJ
Ishares Global Healthcare Etf
-$910.9K
0
-100%
清仓
MCHI
Ishares Msci China Etf
-$802.9K
0
-100%
减持
GBIL
Goldman Sachs Access Treasury 0-1yr Etf
-$799.1K
97,751
-7%
增持
IWF
Ishares Russell 1000 Growth Etf
+$779.0K
11,880
+1%
清仓
IEF
Ishares 7-10yr Treasury Bond Etf
-$763.0K
0
-100%
增持
VYM
Vanguard High Dividend Yield Etf
+$729.9K
13,843
+60%
建仓
IGV
Ishares Expanded Tech Software Sector Etf
+$683.8K
6,245
减持
EVTR
Eaton Vance Total Return Return Etf
-$678.5K
132,118
-10%
减持
AGG
Ishares Core U S Aggregate Bond Etf
-$667.6K
67,472
-9%
减持
ULST
Spdr Ssga Ultra Short Term Bond Etf
-$607.3K
14,001
-52%
减持
OSEA
Harbor Intl Compounders Etf
-$578.3K
11,415
-67%
增持
RLY
Spdr Ssga Multi Asset Real Return Etf
+$559.7K
333,177
+4%
建仓
TOUS
T Rowe Price Intl Equity Etf
+$489.9K
15,135
清仓
SRLN
Spdr Blackstone Senior Ln Etf
-$485.8K
0
-100%
减持
—
Ishares Ibonds December 2025 Treasury Etf
-$446.4K
295,543
-6%
减持
IJH
Ishares Core S&p Mid Cap Etf
+$444.6K
131,875
-1%
增持
DCOR
Dimensional U S Core Equity 1 Etf
+$433.0K
54,423
+4%
减持
SPAB
Spdr Aggregate Bond Etf
-$421.1K
289,946
-6%
增持
SPEU
Spdr Europe Etf
+$402.0K
33,888
+20%
增持
GSEW
Goldman Sachs Equal Weight U S Large Cap Equity Etf
+$386.0K
22,575
+18%
增持
IEMG
Ishares Core Msci Emerging Markets Etf
+$381.7K
59,886
+1%
增持
JPM
Jpmorgan Chase & Co
+$344.4K
4,971
+11%
增持
AVGO
Broadcom Inc
+$304.4K
2,805
+0%
减持
CAT
Caterpillar Inc
+$303.9K
5,237
-0%
建仓
GEV
Ge Vernova LLC
+$291.0K
550
增持
HD
Home Depot Inc
+$286.8K
1,503
+108%
增持
TSLA
Tesla Inc
+$278.7K
3,430
+10%
建仓
GPIQ
Goldman Sachs Nasdaq 100 Premium Income Etf
+$266.7K
5,402
减持
VTEB
Vanguard Municipal Tax Exempt Bond Index Etf
-$261.4K
17,387
-23%
建仓
—
Eaton Corp Plc
+$259.2K
726
清仓
IYH
Ishares U S Healthcare Etf
-$236.8K
0
-100%
减持
STOT
Spdr Doubleline Short Duration Total Return Tactical Etf
-$216.3K
27,510
-14%
清仓
BMY
Bristol Myers Squibb Company
-$208.1K
0
-100%
建仓
AXP
American Express Co
+$208.0K
652
增持
AAPL
Apple Inc
-$206.7K
24,528
+4%
减持
VUG
Vanguard Growth Etf
+$203.3K
3,354
-2%
建仓
DIS
Walt Disney Co
+$203.0K
1,637
减持
IUSV
Ishares Core S&p U S Value Etf
+$202.3K
90,976
-0%
增持
SPMD
Spdr Portfolio S&p 400 Mid Cap Etf
+$195.2K
20,181
+14%
减持
QUAL
Ishares Msci Usa Quality Factor Etf
-$191.6K
6,061
-20%
减持
XLK
Technology Select Sector Spdr Etf
+$177.5K
3,973
-1%
增持
AVMC
Avantis U S Mid Cap Equity Etf
+$177.2K
9,067
+33%
减持
—
Exxon Mobil Corp
-$174.8K
13,470
-2%
减持
IJR
Ishares Core S&p Small Cap Etf
+$174.4K
43,243
-1%
减持
SGOV
Ishares 0-3 Month Treasury Bond Etf
-$173.5K
5,582
-23%
减持
BRK/B
Berkshire Hathaway Inc Cl B
-$171.5K
3,607
-0%
增持
IXN
Ishares Global Tech Etf
+$164.0K
9,868
+0%
增持
IUSG
Ishares Core S&p U S Growth Etf
+$163.2K
6,992
+0%
减持
VTI
Vanguard Total Stock Market Etf
+$162.9K
8,358
-3%
减持
RDVY
First Trust Rising Dividend Achievers Etf
+$162.0K
42,999
-1%
增持
NVDA
Nvidia Corp
+$152.3K
2,408
+14%
减持
XNTK
Spdr Nyse Technology Etf
+$145.2K
3,631
-3%
增持
DFAI
Dimensional Intl Core Equity Market Etf
+$144.9K
25,147
+8%
减持
DFAU
Dimensional U S Core Etf
-$143.9K
9,875
-32%
减持
META
Meta Platforms Inc Cl A
+$143.6K
938
-1%
增持
VPLS
Vanguard Core Plus Bond Etf
+$129.6K
4,895
+52%
增持
GE
Ge Aerospace
+$126.9K
2,207
+0%
增持
ABBV
Abbvie Inc
-$123.3K
9,757
+6%
减持
RSP
Invesco S&p 500 Equal Weight Etf
+$123.0K
32,749
-3%
减持
CVX
Chevron Corp
-$117.5K
4,683
-1%
减持
SPYV
Spdr Portfolio S&p 500 Value Etf
-$107.0K
4,885
-31%
减持
VIG
Vanguard Dividend Appreciation Index Fund Etf
+$104.8K
11,354
-1%
减持
SPSM
Spdr Portfolio S&p 600 Small Cap Etf
-$103.4K
24,202
-13%
减持
DFNM
Dimensional National Municipal Bond Etf
-$101.1K
10,007
-17%
增持
AMZN
Amazon.com Inc
+$88.9K
1,387
+23%
减持
MRK
Merck & Company Inc
-$86.2K
8,101
-0%
减持
FTEC
Fidelity Msci Information Tech Index Etf
+$71.2K
2,204
-2%
减持
UPS
United Parcel Service Inc Cl B
-$71.1K
7,547
-0%
增持
MCD
Mcdonalds Corp
-$70.5K
3,505
+0%
减持
IQQQ
Proshares Nasdaq 100 High Income Etf
-$62.7K
48,768
-8%
减持
DFAC
Dimensional U S Core Equity 2 Etf
+$53.5K
21,075
-1%
减持
MDY
Spdr S&p Mid Cap 400 Etf
+$51.5K
3,177
-3%
增持
GOOG
Alphabet Inc Cl C
+$46.2K
2,130
+0%
增持
DVY
Ishares Select Dividend Etf
+$43.6K
14,313
+3%
减持
JAAA
Janus Henderson Aaa Clo Etf
-$42.2K
137,212
-1%
增持
BIL
Spdr Bloomberg 1-3 Month T-bill Etf
+$41.6K
4,600
+11%
增持
IBTG
Ishares Ibonds December 2026 Treasury Etf
+$41.0K
194,779
+1%
增持
GLDM
Spdr Gold Minishares Etf
+$40.9K
4,812
+9%
增持
IBDR
Ishares Ibonds December 2026 Corporate Etf
+$38.3K
30,926
+6%
减持
BTT
Blackrock Municipal 2030 Target Term Trust
+$35.8K
107,867
-2%
减持
DFUV
Dimensional U S Marketwide Value Etf
-$35.6K
27,355
-5%
减持
JHMM
John Hancock Multifactor Mid Cap Etf
+$32.0K
174,565
-6%
增持
ISPY
Proshares S&p 500 High Income Etf
+$31.7K
14,949
+5%
减持
IEFA
Ishares Core Msci Eafe Etf
+$31.0K
59,098
-9%
减持
VXUS
Vanguard Total Intl Stock Index Etf
+$29.5K
4,698
-1%
减持
IWM
Ishares Russell 2000 Etf
+$28.6K
9,328
-6%
增持
ABT
Abbott Laboratories
+$27.6K
8,155
+0%
减持
VTIP
Vanguard Short Term Inflation Protected Sec Etf
-$27.0K
20,490
-2%
增持
TOTL
Spdr Doubleline Total Return Tactical Etf
+$26.8K
6,531
+12%
减持
XLF
Financial Select Sector Spdr Etf
-$26.6K
8,375
-10%
减持
BNDX
Vanguard Total Intl Bond Index Etf
+$24.1K
45,463
-0%
减持
PFE
Pfizer Inc
-$24.0K
11,460
-4%
清仓
AVEM
Avantis Emerging Markets Equity Etf
-$24.0K
0
-100%
增持
WMT
Walmart Inc
+$23.7K
2,322
+0%
减持
IVE
Ishares S&p 500 Value Etf
+$23.7K
8,195
-1%
减持
HYG
Ishares Iboxx $ High Yield Corporate Bond Etf
-$22.3K
3,251
-9%
增持
PG
Procter & Gamble Co
-$19.7K
1,803
+0%
增持
IBTH
Ishares Ibonds December 2027 Tresury Etf
+$19.2K
17,915
+5%
增持
VZ
Verizon Communications Inc
-$16.9K
8,357
+0%
减持
VTES
Vanguard Short Term Tax Exempt Bond Etf
-$16.4K
4,499
-4%
增持
ISTB
Ishares Core 1-5 Year Usd Bond Etf
+$14.5K
99,229
+0%
减持
SLYV
Spdr S&p 600 Small Cap Value Etf
+$12.0K
21,433
-1%
增持
NEE
Nextera Energy Inc
-$6.9K
5,428
+0%
减持
RTX
Rtx Corp
+$6.6K
2,583
-8%
增持
—
Ishares Ibonds December 2025 Corporate Etf
+$6.3K
39,772
+1%
清仓
BBY
Best Buy Company Inc
-$1.3K
0
-100%
增持
—
Ishares Ibonds December 2025 Municipal Etf
-$547
17,307
+0%
增持
FLOT
Ishares Floating Rate Bond Etf
+$175
54,712
+0%
