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Advisor OS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Advisor OS, LLC
报告期 2026-03-31 · CIK 0001767580
持仓数
575
前50大市值合计
$942.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 10
增持 59
减持 69
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
EFA
ISHARES TR
-$14.1M
23,884
-88%
减持
AGG
ISHARES TR
-$5.6M
12,505
-80%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.3M
76,841
-30%
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。
建仓
ISTB
ISHARES TR
+$4.3M
83,236
建仓
IHI
ISHARES TR
+$4.1M
64,734
建仓
IHAK
ISHARES TR
+$4.0M
92,264
增持
XLV
SELECT SECTOR SPDR TR
+$3.9M
32,429
+1863%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.8M
53,588
+608%
建仓
—
KELLOGG CO
+$3.8M
59,149
减持
VB
VANGUARD INDEX FDS
-$3.4M
50,874
-21%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.1M
72,928
-42%
减持
VOO
VANGUARD INDEX FDS
-$3.1M
46,783
-14%
建仓
SMH
VANECK ETF TRUST
+$3.0M
11,805
减持
KMB
KIMBERLY-CLARK CORP
-$2.7M
19,196
-51%
减持
XHB
SPDR SER TR
-$2.4M
94,054
-24%
增持
SHM
SPDR SER TR
+$2.2M
48,717
+1017%
清仓
IGE
ISHARES TR
-$2.0M
0
-100%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$1.9M
48,509
-34%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.8M
288,721
-13%
减持
VXF
VANGUARD INDEX FDS
-$1.8M
62,677
-11%
减持
TFI
SPDR SER TR
-$1.7M
37,724
-46%
清仓
CORP
PIMCO ETF TR
-$1.2M
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.2M
257,941
-4%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$771.0K
0
-100%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$722.0K
74,828
-13%
减持
REIT
ALPS ETF TR
-$660.0K
161,082
-12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$632.0K
131,042
-3%
建仓
—
ATLASSIAN CORP PLC
+$585.0K
1,494
增持
MGK
VANGUARD WORLD FD
+$457.0K
8,813
+26%
增持
MSCI
MSCI INC
+$455.0K
4,401
+6%
建仓
ENPH
ENPHASE ENERGY INC
+$421.0K
2,809
减持
FPE
FIRST TR EXCH TRADED FD III
-$418.0K
347,788
-5%
增持
—
ICON PLC
+$412.0K
2,925
+70%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$372.0K
6,330
-2%
减持
MPWR
MONOLITHIC PWR SYS INC
+$340.0K
3,607
-4%
减持
—
ACCENTURE PLC IRELAND
-$340.0K
7,908
-19%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$337.0K
11,077
-22%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$328.0K
27,203
-18%
清仓
QRVO
QORVO INC
-$311.0K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$294.0K
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$292.0K
3,645
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$290.0K
4,395
+27%
减持
MSFT
MICROSOFT CORP
+$288.0K
28,036
-0%
清仓
XLB
SELECT SECTOR SPDR TR
-$285.0K
0
-100%
增持
CRL
CHARLES RIV LABS INTL INC
+$269.0K
2,810
+17%
增持
VRSK
VERISK ANALYTICS INC
+$261.0K
8,906
+2%
建仓
KDP
KEURIG DR PEPPER INC
+$256.0K
7,482
建仓
XLF
SELECT SECTOR SPDR TR
+$252.0K
6,708
减持
DHR
DANAHER CORPORATION
+$251.0K
8,495
-2%
清仓
EXAS
EXACT SCIENCES CORP
-$249.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$248.0K
4,167
+64%
清仓
DECK
DECKERS OUTDOOR CORP
-$247.0K
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$239.0K
4,705
-4%
减持
AMZN
AMAZON COM INC
-$234.0K
848
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$234.0K
159,316
+7%
减持
VIS
VANGUARD WORLD FDS
-$222.0K
4,666
-17%
清仓
DHI
D R HORTON INC
-$217.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$213.0K
24,035
-0%
清仓
PH
PARKER-HANNIFIN CORP
-$211.0K
0
-100%
减持
MINT
PIMCO ETF TR
-$211.0K
451,288
-0%
减持
V
VISA INC
-$210.0K
12,749
-2%
清仓
CVS
CVS HEALTH CORP
-$207.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$204.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$202.0K
11,699
-9%
增持
PFE
PFIZER INC
+$199.0K
28,620
+9%
减持
NKE
NIKE INC
-$188.0K
14,731
-2%
增持
FTV
FORTIVE CORP
+$188.0K
20,979
+13%
减持
GOOGL
ALPHABET INC
+$182.0K
1,290
-4%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$178.0K
56,168
+7%
减持
ITB
ISHARES TR
-$176.0K
14,137
-12%
增持
LPLA
LPL FINL HLDGS INC
+$169.0K
3,928
+19%
减持
SPY
SPDR S&P 500 ETF TR
-$167.0K
48,399
-1%
减持
ABT
ABBOTT LABS
-$165.0K
5,193
-23%
增持
—
CANADIAN PAC RY LTD
-$163.0K
13,882
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$161.0K
5,765
-4%
增持
THO
THOR INDS INC
+$161.0K
6,120
+17%
增持
NDSN
NORDSON CORP
+$158.0K
3,195
+17%
减持
NOC
NORTHROP GRUMMAN CORP
-$156.0K
46,713
-0%
减持
BIO
BIO RAD LABS INC
+$152.0K
2,088
-4%
减持
COPX
GLOBAL X FDS
-$149.0K
21,678
-10%
减持
NOW
SERVICENOW INC
+$145.0K
2,831
-4%
增持
MCD
MCDONALDS CORP
+$143.0K
5,783
+7%
增持
EFX
EQUIFAX INC
+$136.0K
2,830
+17%
增持
CDW
CDW CORP
+$135.0K
4,174
+17%
增持
EXPO
EXPONENT INC
+$135.0K
3,638
+17%
增持
—
COOPER COS INC
+$134.0K
1,753
+18%
减持
INTU
INTUIT
+$125.0K
4,554
-4%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$123.0K
2,796
+12%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$120.0K
3,921
-3%
减持
EW
EDWARDS LIFESCIENCES CORP
+$113.0K
12,035
-0%
减持
IDXX
IDEXX LABS INC
-$112.0K
3,417
-4%
增持
REMX
VANECK ETF TRUST
+$111.0K
6,074
+0%
减持
DT
DYNATRACE INC
+$108.0K
27,018
-13%
增持
PG
PROCTER AND GAMBLE CO
+$101.0K
8,667
+5%
增持
CPRT
COPART INC
+$101.0K
5,309
+10%
增持
SMG
SCOTTS MIRACLE-GRO CO
-$101.0K
5,722
+17%
减持
—
AON PLC
+$97.0K
2,428
-3%
减持
GOOG
ALPHABET INC
+$95.0K
772
-1%
增持
PAYX
PAYCHEX INC
+$93.0K
4,671
+16%
增持
NVDA
NVIDIA CORPORATION
+$91.0K
8,604
+307%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$89.0K
17,963
+26%
增持
EPAM
EPAM SYS INC
+$87.0K
1,133
+4%
增持
PEP
PEPSICO INC
+$86.0K
9,639
+5%
增持
IWM
ISHARES TR
-$85.0K
8,326
+0%
增持
SPYG
SPDR SER TR
+$85.0K
71,829
+0%
增持
WRB
BERKLEY W R CORP
+$83.0K
8,471
+17%
增持
POOL
POOL CORP
+$81.0K
1,893
+17%
减持
SHOP
SHOPIFY INC
-$81.0K
566
-2%
减持
—
ALCON AG
+$81.0K
10,140
-3%
减持
MA
MASTERCARD INCORPORATED
-$80.0K
3,984
-1%
增持
HD
HOME DEPOT INC
+$78.0K
6,452
+1%
减持
TWLO
TWILIO INC
-$78.0K
665
-10%
减持
FLTR
VANECK ETF TRUST
-$76.0K
10,117
-23%
减持
—
ASML HOLDING N V
+$73.0K
1,764
-2%
减持
LULU
LULULEMON ATHLETICA INC
+$72.0K
2,043
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$70.0K
10,878
-6%
增持
PRU
PRUDENTIAL FINL INC
+$69.0K
3,907
+17%
减持
—
LAM RESEARCH CORP
-$69.0K
453
-10%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$66.0K
9,125
-1%
增持
TRV
TRAVELERS COMPANIES INC
+$65.0K
2,829
+16%
增持
CSCO
CISCO SYS INC
+$65.0K
15,848
+5%
增持
SO
SOUTHERN CO
+$64.0K
6,672
+16%
增持
XLE
SELECT SECTOR SPDR TR
+$63.0K
5,067
+36%
增持
ROL
ROLLINS INC
+$62.0K
9,756
+18%
减持
RMD
RESMED INC
+$61.0K
5,125
-2%
增持
—
DUCK CREEK TECHNOLOGIES INC
+$59.0K
8,166
+17%
增持
—
ALLEGION PLC
+$59.0K
4,365
+17%
增持
JKHY
HENRY JACK & ASSOC INC
+$56.0K
2,774
+14%
增持
CHE
CHEMED CORP NEW
+$54.0K
856
+18%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$52.0K
598
+22%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$51.0K
3,543
+18%
增持
DUK
DUKE ENERGY CORP NEW
+$50.0K
4,438
+14%
减持
MELI
MERCADOLIBRE INC
+$49.0K
637
-3%
增持
BSY
BENTLEY SYS INC
+$49.0K
9,384
+17%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$49.0K
7,765
+18%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$48.0K
5,254
-2%
减持
SPYV
SPDR SER TR
-$48.0K
9,382
-10%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$47.0K
9,172
+25%
增持
ANSS
ANSYS INC
+$46.0K
1,413
+13%
减持
NUE
NUCOR CORP
-$45.0K
2,028
-21%
减持
ADI
ANALOG DEVICES INC
-$44.0K
7,994
-0%
增持
KMI
KINDER MORGAN INC DEL
-$43.0K
29,280
+0%
增持
ITW
ILLINOIS TOOL WKS INC
-$42.0K
2,763
+1%
减持
HDB
HDFC BANK LTD
-$42.0K
9,739
-5%
减持
DE
DEERE & CO
-$42.0K
651
-12%
增持
SPEM
SPDR INDEX SHS FDS
-$41.0K
20,080
+2%
减持
VAW
VANGUARD WORLD FDS
-$41.0K
4,455
-1%
减持
SPSM
SPDR SER TR
-$41.0K
8,269
-7%
增持
TER
TERADYNE INC
-$40.0K
6,074
+16%
减持
BNY
BANK NEW YORK MELLON CORP
-$40.0K
5,974
-13%
