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Ellenbecker Investment Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ellenbecker Investment Group
报告期 2026-03-31 · CIK 0001731497
持仓数
134
前50大市值合计
$707.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 124 项
建仓 8
增持 73
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$8.5M
822,182
+12%
增持
VEA
VANGUARD INTL EQUITY INDEX F
+$6.4M
1,026,987
+8%
增持
IVV
ISHARES TR
-$6.1M
285,832
+2%
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。
增持
FAST
FASTENAL CO
+$3.6M
89,698
+575%
增持
AOA
ISHARES TR
+$3.2M
216,273
+22%
增持
IWF
ISHARES TR
-$3.2M
149,755
+6%
增持
IWD
ISHARES TR
+$3.1M
146,737
+9%
增持
SPMD
SPDR SERIES TRUST
+$2.5M
381,732
+10%
增持
PYLD
PIMCO
+$2.4M
1,713,359
+8%
增持
VB
VANGUARD INDEX FDS
+$2.3M
207,305
+3%
增持
AOR
ISHARES TR
+$2.1M
146,108
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.0M
531,819
+7%
增持
MSFT
MICROSOFT CORP
-$1.2M
11,065
+2%
减持
AAPL
APPLE INC
-$954.0K
37,671
-3%
增持
PHYL
PGIM INVESTMENTS
+$846.4K
182,603
+18%
增持
PULS
PGIM INVESTMENTS
+$464.3K
36,855
+34%
减持
SPY
SPDR SERIES TRUST
-$424.6K
10,110
-2%
增持
—
EXXON MOBIL CORP
+$420.4K
8,412
+1%
减持
CAT
CATERPILLAR INC
+$417.1K
5,030
-8%
增持
VTI
VANGUARD
+$410.4K
2,326
+132%
增持
SCHD
SCHWAB US
+$367.5K
108,794
+0%
减持
VV
VANGUARD
-$272.1K
6,225
-8%
建仓
—
MARATHON PETROLEUM CORP
+$270.6K
1,107
清仓
—
SYNOVUS FINANCIAL CORP
-$260.2K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS
+$252.8K
5,036
减持
IJR
ISHARES TR
+$247.1K
67,719
-0%
增持
WEC
WEC ENERGY GROUP INC
+$239.3K
21,492
+1%
建仓
VYM
VANGUARD
+$236.6K
1,597
建仓
—
PINNACLE FINANCIAL PARTNERS
+$235.9K
2,737
减持
—
JP MORGAN CHASE & CO
-$234.6K
3,260
-12%
建仓
COP
CONOCOPHILLIPS
+$229.2K
1,736
清仓
IBIT
ISHARES TR
-$228.0K
0
-100%
增持
CVX
CHEVRON CORP
+$223.2K
3,681
+4%
增持
TSLA
TESLA MOTORS INC
-$222.5K
2,917
+0%
建仓
XJH
ISHARES TR
+$220.5K
4,859
建仓
DUK
DUKE ENERGY CORP
+$219.8K
1,678
减持
AMZN
AMAZON.COM INC
-$216.2K
8,787
-1%
建仓
SLV
ISHARES TR
+$215.2K
3,158
减持
FISV
FISERV INC
-$214.4K
16,988
-2%
清仓
XLK
SPDR SERIES TRUST
-$211.8K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$209.8K
3,014
-5%
清仓
NOW
SERVICENOW INC
-$209.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$207.8K
3,749
+1%
减持
META
META PLATFORMS INC
-$206.3K
1,058
-14%
清仓
SCHB
SCHWAB US
-$202.4K
0
-100%
清仓
DIS
WALT DISNEY CO
-$200.6K
0
-100%
增持
LNT
ALLIANT ENERGY CORP
+$198.8K
10,710
+22%
增持
MTG
MGIC INV CORP
+$196.5K
29,310
+49%
增持
HON
HONEYWELL INTL INC
+$195.9K
5,603
+2%
增持
JNJ
JOHNSON & JOHNSON
+$190.4K
4,438
+3%
增持
PEP
PEPSICO INC
+$188.5K
6,383
+14%
减持
MO
ALTRIA GROUP INC
+$178.6K
31,515
-4%
增持
MRK
MERCK & CO INC
+$172.0K
7,514
+8%
减持
ABT
ABBOTT LABORATORIES
-$166.3K
4,973
-8%
减持
WMT
WAL-MART STORES INC
+$166.3K
14,314
-1%
减持
LLY
ELI LILLY AND CO
-$149.2K
748
-4%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$148.3K
25,370
+0%
增持
NVDA
NVIDIA CORPORATION INC
-$137.1K
21,254
+3%
增持
—
VANGUARD
+$128.9K
899
+66%
增持
ADI
ANALOG DEVICES INC
+$127.3K
1,219
+27%
增持
KLAC
KLA CORP
+$124.6K
309
+14%
增持
ORCL
ORACLE CORP
-$120.7K
3,275
+6%
减持
BND
VANGUARD INDEX FDS
-$111.8K
13,236
-10%
增持
SDY
SPDR SERIES TRUST
+$106.3K
15,028
+0%
增持
KMI
KINDER MORGAN INC
+$101.8K
15,652
+2%
增持
COST
COSTCO WHOLESALE CORP
+$101.1K
615
+4%
增持
VTV
VANGUARD
+$100.2K
1,678
+40%
增持
AOM
ISHARES TR
+$94.7K
81,189
+3%
增持
AMAT
APPLIED MATERIALS INC
+$94.5K
1,114
+0%
减持
NFLX
NETFLIX INC
-$82.0K
3,219
-23%
减持
—
EATON CORP PLC
+$75.4K
2,714
-3%
减持
PM
PHILIP MORRIS INTL INC
-$70.3K
21,787
-5%
增持
MDLZ
MONDELEZ INTL INC
+$64.0K
5,955
+15%
增持
DE
DEERE & CO
+$63.7K
493
+7%
减持
SCHP
SCHWAB US
-$59.9K
13,839
-14%
减持
T
AT&T INC
+$59.2K
18,123
-3%
增持
WFC
WELLS FARGO & CO
-$57.4K
4,288
+0%
增持
—
LINDE PLC
+$55.1K
652
+4%
增持
RTX
RTX CORP
+$55.1K
2,569
+7%
增持
GLD
SPDR SERIES TRUST
+$54.4K
1,343
+2%
减持
DFIV
DIMENSIONAL
+$51.3K
19,457
-0%
增持
ROK
ROCKWELL AUTOMATION INC
-$49.1K
1,636
+0%
减持
DFAS
DIMENSIONAL
-$48.2K
2,932
-20%
增持
AXP
AMERICAN EXPRESS CO
-$45.9K
777
+2%
增持
ET
ENERGY TRANSFER LP
+$45.5K
14,731
+2%
增持
PG
PROCTOR & GAMBLE COMPANY
+$38.7K
2,654
+10%
减持
EFIV
SPDR SERIES TRUST
-$36.6K
11,729
-0%
增持
MCD
MCDONALDS CORP
+$35.4K
1,520
+6%
减持
VOO
VANGUARD
-$34.4K
634
-4%
增持
MAR
MARRIOTT INTERNATIONAL INC
+$34.3K
1,991
+0%
减持
MA
MASTERCARD INC CLASS A
-$34.2K
406
-2%
增持
LOW
LOWE'S COMPANIES INC
+$33.9K
1,232
+15%
增持
SRE
SEMPRA ENERGY
+$32.5K
3,224
+1%
增持
AVGO
BROADCOM INC
-$32.2K
2,363
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$31.7K
15,282
-5%
增持
APG
API GROUP CORP
+$30.8K
8,441
+4%
增持
EAGG
ISHARES TR
+$29.4K
8,039
+9%
增持
V
VISA INC
-$29.1K
2,385
+12%
增持
FIS
FIDELITY NATL INFORMATION SV
-$29.0K
5,108
+27%
增持
VO
VANGUARD INDEX FDS
-$28.6K
13,551
+0%
减持
IWM
ISHARES TR
-$27.8K
5,823
-3%
增持
MGEE
MGE ENERGY INC
+$27.4K
3,048
+15%
增持
IVW
ISHARES TR
-$27.2K
2,696
+0%
增持
GOOG
ALPHABET INC CLASS C
-$26.0K
4,865
+7%
增持
GOOGL
ALPHABET INC CLASS A
-$25.9K
3,433
+6%
减持
PFE
PFIZER INC
+$24.0K
10,562
-4%
增持
SPMO
INVESCO
-$21.9K
3,180
+0%
减持
SCHX
SCHWAB US
-$21.4K
11,021
-2%
增持
XVV
ISHARES TR
-$20.3K
7,158
+1%
减持
USRT
ISHARES TR
-$17.2K
19,719
-5%
增持
XEL
XCEL ENERGY INC
+$16.5K
2,904
+0%
增持
DFAT
DIMENSIONAL
+$13.5K
4,575
+0%
减持
HYG
ISHARES TR
-$13.2K
6,397
-1%
增持
VONG
VANGUARD
+$12.3K
4,514
+14%
减持
MUB
ISHARES TR
-$12.0K
2,537
-3%
减持
USB
US BANCORP
-$11.2K
5,829
-1%
减持
UNP
UNION PACIFIC CORP
+$10.8K
1,260
-1%
增持
VBR
VANGUARD
+$6.8K
1,029
+0%
减持
DGRO
ISHARES TR
-$6.6K
5,754
-3%
减持
VOE
VANGUARD
+$5.7K
1,127
-1%
减持
IWR
ISHARES TR
-$5.3K
22,401
-1%
增持
UCON
FIRST TRUST
-$3.5K
12,966
+1%
增持
ABBV
ABBVIE INC
-$1.1K
5,888
+5%
增持
HD
HOME DEPOT INC
-$400
2,177
+5%
