小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 135 项
建仓 14
增持 49
减持 62
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
IVV
Ishares Core S&p 500 Etf
-$8.4M
39,884
-30%
减持
IUSV
Ishares Core S&p U S Value Etf
-$7.5M
11,324
-88%
减持
IJH
Ishares Core S&p Mid Cap Etf
-$7.4M
11,758
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。
-91%
清仓
AGG
Ishares Core U S Aggregate Bond Etf
-$6.7M
0
-100%
减持
QQQ
Invesco Qqq Etf
-$5.4M
18,854
-38%
清仓
IEFA
Ishares Core Msci Eafe Etf
-$4.9M
0
-100%
清仓
ISTB
Ishares Core 1-5 Year Usd Bond Etf
-$4.8M
0
-100%
建仓
JGRO
Jpmorgan Active Growth Etf
+$4.1M
43,700
增持
DYNF
Ishares U S Equity Factor Rotation Active Etf
+$3.8M
284,579
+19%
减持
IWF
Ishares Russell 1000 Growth Etf
-$3.4M
3,569
-70%
减持
IJR
Ishares Core S&p Small Cap Etf
-$3.3M
12,190
-72%
减持
ITOT
Ishares Core S&p Total U S Stock Market Etf
+$3.2M
330,295
-1%
清仓
FLOT
Ishares Floating Rate Bond Etf
-$2.8M
0
-100%
清仓
VIG
Vanguard Dividend Appreciation Index Fund Etf
-$2.3M
0
-100%
清仓
BNDX
Vanguard Total Intl Bond Index Etf
-$2.2M
0
-100%
减持
—
Ishares Ibonds December 2025 Treasury Etf
-$2.2M
201,969
-32%
减持
JEPQ
Jpmorgan Nasdaq Equity Premium Income Etf
-$2.0M
204,188
-20%
增持
KRE
Spdr S&p Regional Banking Etf
+$1.9M
49,238
+144%
减持
SPYM
Spdr Portfolio S&p 500 Etf
+$1.8M
407,151
-2%
清仓
SPEU
Spdr Europe Etf
-$1.6M
0
-100%
减持
BBJP
Jpmorgan Betabuilders Japan Etf
-$1.6M
174,420
-18%
建仓
AIRR
First Trust Rba American Indl Renaissance Etf
+$1.6M
16,198
清仓
DFE
Wisdomtree Europe Hedged Small Cap Equity Etf
-$1.5M
0
-100%
减持
NOBL
Proshares S&p 500 Div Aristocrats Etf
-$1.5M
18,684
-45%
减持
SPAB
Spdr Aggregate Bond Etf
-$1.4M
230,271
-21%
增持
IBTH
Ishares Ibonds December 2027 Tresury Etf
+$1.4M
81,993
+358%
建仓
GPIX
Goldman Sachs S&p 500 Premium Income Etf
+$1.4M
27,207
增持
SPTI
Spdr Intermediate Term Treasury Etf
+$1.3M
334,760
+15%
减持
SDY
Spdr Series Trust S&p Dividend Etf
-$1.3M
2,640
-79%
建仓
OPPJ
Wisdomtree Japan Opptys Etf
+$1.3M
30,129
增持
JHMM
John Hancock Multifactor Mid Cap Etf
+$1.2M
184,143
+5%
建仓
EVSD
Eaton Vance Short Duration Income Etf
+$1.2M
22,750
减持
SLYV
Spdr S&p 600 Small Cap Value Etf
-$1.1M
6,654
-69%
增持
IBTG
Ishares Ibonds December 2026 Treasury Etf
+$1.1M
241,835
+24%
减持
GSEW
Goldman Sachs Equal Weight U S Large Cap Equity Etf
-$1.1M
9,076
-60%
减持
AAPL
Apple Inc
+$1.0M
23,768
-3%
清仓
—
Ishares Ibonds December 2025 Corporate Etf
-$997.9K
0
-100%
增持
JBND
Jpmorgan Active Bond Etf
+$921.4K
215,585
+7%
减持
EVLN
Eaton Vance Floating Rate Etf
-$800.2K
188,880
-8%
建仓
IEF
Ishares 7-10yr Treasury Bond Etf
+$769.3K
8,000
减持
VTIP
Vanguard Short Term Inflation Protected Sec Etf
-$760.7K
5,147
-75%
增持
IBDR
Ishares Ibonds December 2026 Corporate Etf
+$756.0K
61,869
+100%
建仓
IEI
Ishares 3-7yr Treasury Bond Etf
+$709.0K
5,950
增持
SPSM
Spdr Portfolio S&p 600 Small Cap Etf
+$614.3K
35,520
+47%
减持
IEMG
Ishares Core Msci Emerging Markets Etf
-$575.6K
45,803
-24%
增持
JHPI
John Hancock Preferred Income Etf
+$519.3K
505,392
+2%
减持
RLY
Spdr Ssga Multi Asset Real Return Etf
+$480.1K
329,412
-1%
减持
CAT
Caterpillar Inc
+$464.8K
5,235
-0%
建仓
JTEK
Jpmorgan U S Tech Leaders Etf
+$462.0K
5,023
增持
ABBV
Abbvie Inc
+$449.0K
9,761
+0%
减持
IWD
Ishares Russell 1000 Value Etf
-$431.2K
8,179
-24%
减持
MDY
Spdr S&p Mid Cap 400 Etf
-$431.2K
2,296
-28%
减持
IXUS
Ishares Core Msci Total Intl Stock Etf
+$418.0K
122,949
-2%
增持
HYBL
Spdr Blackstone High Income Etf
+$415.2K
115,892
+13%
建仓
FEGE
First Eagle Global Equity Etf
+$386.1K
8,730
减持
BINC
Ishares Flexible Income Active Etf
-$383.2K
140,704
-6%
增持
SPMD
Spdr Portfolio S&p 400 Mid Cap Etf
+$353.7K
25,375
+26%
减持
TSLA
Tesla Inc
+$325.5K
3,182
-7%
增持
DCOR
Dimensional U S Core Equity 1 Etf
+$293.2K
54,649
+0%
增持
MSFT
Microsoft Corp
+$264.6K
7,179
+3%
清仓
TOTL
Spdr Doubleline Total Return Tactical Etf
-$260.9K
0
-100%
减持
SCHD
Schwab U S Dividend Equity Etf
-$257.1K
24,896
-30%
增持
GSST
Goldman Sachs Ultra Short Bond Etf
+$248.1K
41,321
+13%
建仓
IWS
Ishares Russell Mid Cap Value Etf
+$242.3K
1,735
建仓
IYR
Ishares U S Real Estate Etf
+$228.4K
2,353
建仓
ORCL
Oracle Corp
+$225.8K
803
增持
DVY
Ishares Select Dividend Etf
+$216.5K
14,901
+4%
增持
EVTR
Eaton Vance Total Return Return Etf
+$214.1K
134,776
+2%
建仓
APH
Amphenol Corp Cl A
+$210.6K
1,702
建仓
XLV
Healthcare Select Sector Spdr Etf
+$206.0K
1,480
增持
IGV
Ishares Expanded Tech Software Sector Etf
+$202.2K
7,704
+23%
增持
XNTK
Spdr Nyse Technology Etf
+$196.1K
3,885
+7%
减持
JAAA
Janus Henderson Aaa Clo Etf
-$182.5K
132,934
-3%
减持
DFAX
Dimensional World Ex U S Core Equity 2 Etf
+$175.0K
285,965
-5%
减持
AVMC
Avantis U S Mid Cap Equity Etf
-$151.1K
6,453
-29%
减持
IWM
Ishares Russell 2000 Etf
+$145.2K
8,919
-4%
增持
VUG
Vanguard Growth Etf
+$139.1K
3,356
+0%
减持
RSP
Invesco S&p 500 Equal Weight Etf
+$138.8K
32,107
-2%
增持
HD
Home Depot Inc
+$138.2K
1,701
+13%
增持
UPS
United Parcel Service Inc Cl B
-$130.6K
7,556
+0%
增持
NVDA
Nvidia Corp
+$125.8K
2,713
+13%
增持
GE
Ge Aerospace
+$119.3K
2,285
+4%
增持
OSEA
Harbor Intl Compounders Etf
+$111.4K
15,065
+32%
增持
IWP
Ishares Russell Mid Cap Growth Etf
+$108.7K
10,548
+5%
减持
XLK
Technology Select Sector Spdr Etf
+$106.7K
3,948
-1%
增持
MTUM
Ishares Msci Usa Momentum Factor Etf
+$100.7K
6,078
+0%
增持
IUSG
Ishares Core S&p U S Growth Etf
+$99.0K
6,993
+0%
增持
GLDM
Spdr Gold Minishares Etf
+$96.2K
5,382
+12%
增持
VXUS
Vanguard Total Intl Stock Index Etf
+$94.1K
5,699
+21%
减持
VYM
Vanguard High Dividend Yield Etf
+$81.8K
13,673
-1%
减持
EFA
Ishares Msci Eafe Etf
-$80.5K
3,452
-23%
增持
XLU
Utilities Select Sector Spdr Etf
+$75.8K
8,800
+4%
增持
BTT
Blackrock Municipal 2030 Target Term Trust
+$73.9K
108,422
+1%
增持
DFUV
Dimensional U S Marketwide Value Etf
+$73.1K
27,515
+1%
增持
XLF
Financial Select Sector Spdr Etf
+$69.5K
9,431
+13%
增持
XLE
Energy Select Sector Spdr Etf
+$67.8K
3,545
+21%
减持
—
Exxon Mobil Corp
+$65.9K
13,463
-0%
增持
DFAC
Dimensional U S Core Equity 2 Etf
+$61.5K
21,178
+0%
增持
IBM
Intl Business Machines Corp
+$58.9K
2,922
+13%
减持
USMV
Ishares Msci Usa Min Volatility Factor Etf
-$51.4K
5,711
-10%
增持
DFAI
Dimensional Intl Core Equity Market Etf
+$50.8K
25,312
+1%
减持
SGOV
Ishares 0-3 Month Treasury Bond Etf
-$49.1K
5,075
-9%
减持
CVX
Chevron Corp
+$48.0K
4,627
-1%
减持
SPY
Spdr S&p 500 Etf
+$47.5K
3,598
-5%
减持
MCD
Mcdonalds Corp
+$40.8K
3,504
-0%
减持
SPYV
Spdr Portfolio S&p 500 Value Etf
-$39.2K
3,912
-20%
减持
STOT
Spdr Doubleline Short Duration Total Return Tactical Etf
-$39.0K
26,564
-3%
增持
MRK
Merck & Company Inc
+$39.0K
8,105
+0%
减持
HYG
Ishares Iboxx $ High Yield Corporate Bond Etf
-$37.2K
2,757
-15%
减持
QQQM
Invesco Nasdaq 100 Etf
-$36.7K
27,672
-9%
增持
IBMO
Ishares Ibonds December 2026 Municipal Etf
+$36.6K
9,400
+18%
减持
META
Meta Platforms Inc Cl A
-$36.5K
893
-5%
减持
—
Ishares Ibonds December 2025 Municipal Etf
-$36.1K
15,909
-8%
增持
NEE
Nextera Energy Inc
+$34.1K
5,444
+0%
增持
DFAU
Dimensional U S Core Etf
+$33.7K
9,878
+0%
增持
TOUS
T Rowe Price Intl Equity Etf
+$33.0K
15,553
+3%
减持
QUAL
Ishares Msci Usa Quality Factor Etf
+$31.2K
5,857
-3%
减持
VOO
Vanguard S&p 500 Index Etf
+$29.9K
926
-2%
减持
IQQQ
Proshares Nasdaq 100 High Income Etf
+$29.7K
45,863
-6%
减持
IVE
Ishares S&p 500 Value Etf
+$26.9K
7,885
-4%
增持
VTEB
Vanguard Municipal Tax Exempt Bond Index Etf
+$21.0K
17,448
+0%
增持
GPIQ
Goldman Sachs Nasdaq 100 Premium Income Etf
+$20.7K
5,527
+2%
减持
BIL
Spdr Bloomberg 1-3 Month T-bill Etf
-$19.3K
4,388
-5%
减持
ISPY
Proshares S&p 500 High Income Etf
-$18.0K
13,606
-9%
增持
ABT
Abbott Laboratories
-$16.6K
8,157
+0%
减持
DFUS
Dimensional U S Equity Market Etf
-$13.4K
15,464
-9%
减持
PG
Procter & Gamble Co
-$11.5K
1,795
-0%
减持
RDVY
First Trust Rising Dividend Achievers Etf
+$11.1K
40,274
-6%
减持
PFE
Pfizer Inc
+$10.4K
11,310
-1%
增持
DFNM
Dimensional National Municipal Bond Etf
+$8.1K
10,062
+1%
增持
DIS
Walt Disney Co
+$3.7K
1,805
+10%
减持
IWV
Ishares Russell 3000 Etf
+$3.6K
944
-6%
减持
VZ
Verizon Communications Inc
+$1.8K
8,269
-1%
减持
VPLS
Vanguard Core Plus Bond Etf
+$1.7K
4,847
-1%
减持
GBIL
Goldman Sachs Access Treasury 0-1yr Etf
+$1.1K
97,692
-0%
