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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 29
增持 88
减持 22
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$14.0M
42,440
-84%
建仓
DSTL
ETF SER SOLUTIONS
+$6.9M
149,906
减持
SPY
SPDR S&P 500 ETF TR
-$6.2M
30,706
-37%
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
NEAR
ISHARES U S ETF TR
+$6.0M
120,726
建仓
MLPX
GLOBAL X FDS
+$5.4M
152,370
减持
VXF
VANGUARD INDEX FDS
-$5.0M
35,226
-44%
建仓
GDX
VANECK ETF TRUST
+$4.4M
138,419
建仓
INFL
LISTED FD TR
+$4.4M
141,248
清仓
IHAK
ISHARES TR
-$4.0M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$3.9M
1,652
-95%
减持
IHI
ISHARES TR
-$3.6M
7,245
-89%
减持
VOO
VANGUARD INDEX FDS
-$3.5M
34,325
-27%
建仓
SPYM
SPDR SER TR
+$3.0M
53,224
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$2.8M
19,211
-74%
减持
SMH
VANECK ETF TRUST
-$2.6M
1,434
-88%
增持
MSFT
MICROSOFT CORP
+$2.5M
30,887
+10%
增持
AAPL
APPLE INC
+$2.3M
44,586
+13%
增持
SPSM
SPDR SER TR
+$2.3M
59,197
+616%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.3M
134,656
+3%
减持
XHB
SPDR SER TR
-$1.9M
56,571
-40%
增持
VB
VANGUARD INDEX FDS
+$1.8M
57,106
+12%
建仓
IVV
ISHARES TR
+$1.8M
3,704
清仓
SJNK
SPDR SER TR
-$1.5M
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.4M
295,814
+2%
减持
—
KELLOGG CO
-$1.4M
37,481
-37%
减持
NOC
NORTHROP GRUMMAN CORP
+$1.2M
46,682
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
75,826
-1%
增持
PFE
PFIZER INC
+$1.1M
39,913
+39%
减持
GLD
SPDR GOLD TR
-$1.1M
4,950
-58%
清仓
MELI
MERCADOLIBRE INC
-$1.1M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$893.0K
6,262
+9%
增持
NVDA
NVIDIA CORPORATION
+$889.0K
9,083
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$817.0K
6,645
+5%
清仓
CHGG
CHEGG INC
-$797.0K
0
-100%
增持
MGK
VANGUARD WORLD FD
+$786.0K
10,950
+24%
增持
HD
HOME DEPOT INC
+$749.0K
6,908
+7%
增持
SHYG
ISHARES TR
+$735.0K
54,738
+43%
减持
MRVL
MARVELL TECHNOLOGY INC
+$730.0K
27,816
-1%
清仓
HDB
HDFC BANK LTD
-$712.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$649.0K
7,665
-3%
减持
REIT
ALPS ETF TR
-$639.0K
124,793
-23%
增持
FPE
FIRST TR EXCH TRADED FD III
+$635.0K
382,827
+10%
增持
SPYG
SPDR SER TR
+$629.0K
72,140
+0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$569.0K
67,969
+21%
增持
INTU
INTUIT
+$565.0K
4,699
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$549.0K
26,874
+12%
增持
—
ASML HOLDING N V
+$528.0K
2,315
+31%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$525.0K
11,620
+7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$519.0K
166,937
+5%
增持
ABBV
ABBVIE INC
+$518.0K
15,238
+6%
增持
EPAM
EPAM SYS INC
+$505.0K
1,721
+52%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$499.0K
12,115
+188%
增持
AMT
AMERICAN TOWER CORP NEW
+$487.0K
8,680
+12%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$485.0K
3,373
建仓
—
TE CONNECTIVITY LTD
+$477.0K
2,954
建仓
GILD
GILEAD SCIENCES INC
+$477.0K
6,559
增持
VRSK
VERISK ANALYTICS INC
+$458.0K
9,805
+10%
增持
XLK
SELECT SECTOR SPDR TR
+$457.0K
6,202
+49%
增持
MINT
PIMCO ETF TR
+$446.0K
457,332
+1%
增持
TER
TERADYNE INC
+$442.0K
6,756
+11%
增持
NKE
NIKE INC
+$435.0K
15,452
+5%
建仓
—
GLOBANT S A
+$433.0K
1,377
增持
GOOGL
ALPHABET INC
+$433.0K
1,340
+4%
建仓
LNG
CHENIERE ENERGY INC
+$424.0K
4,183
建仓
—
SVB FINANCIAL GROUP
+$413.0K
609
增持
—
FERRARI N V
+$408.0K
4,334
+27%
增持
SPYD
SPDR SER TR
+$408.0K
104,936
+2%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$401.0K
3,094
+11%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$399.0K
620
+31%
建仓
F
FORD MTR CO DEL
+$398.0K
19,137
增持
—
ICON PLC
+$395.0K
3,758
+28%
建仓
TASK
TASKUS INC
+$392.0K
7,257
增持
DHR
DANAHER CORPORATION
+$391.0K
9,047
+6%
增持
POOL
POOL CORP
+$390.0K
2,138
+13%
增持
XLE
SELECT SECTOR SPDR TR
+$385.0K
11,687
+131%
增持
ECL
ECOLAB INC
+$383.0K
5,424
+27%
增持
—
CANADIAN PAC RY LTD
+$372.0K
17,713
+28%
减持
COPX
GLOBAL X FDS
-$366.0K
10,148
-53%
增持
XLF
SELECT SECTOR SPDR TR
+$341.0K
15,174
+126%
建仓
COIN
COINBASE GLOBAL INC
+$337.0K
1,335
增持
FEMB
FIRST TR EXCH TRADED FD III
+$325.0K
29,189
+62%
增持
AMZN
AMAZON COM INC
+$324.0K
933
+10%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$319.0K
15,234
+43%
减持
VAW
VANGUARD WORLD FDS
-$317.0K
2,310
-48%
增持
PG
PROCTER AND GAMBLE CO
+$316.0K
9,346
+8%
增持
—
STERIS PLC
+$313.0K
3,817
+26%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$312.0K
4,905
+12%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$312.0K
4,925
+5%
增持
PEP
PEPSICO INC
+$307.0K
10,117
+5%
建仓
IVT
INVENTRUST PPTYS CORP
+$297.0K
10,925
建仓
ON
ON SEMICONDUCTOR CORP
+$296.0K
4,358
增持
ENPH
ENPHASE ENERGY INC
+$294.0K
3,907
+39%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$293.0K
57,961
+8%
增持
SQ
BLOCK INC
-$289.0K
5,925
+14%
增持
XLC
SELECT SECTOR SPDR TR
+$287.0K
7,454
+104%
减持
VIS
VANGUARD WORLD FDS
-$286.0K
2,910
-38%
增持
TSLA
TESLA INC
+$285.0K
668
+23%
增持
FTV
FORTIVE CORP
+$282.0K
23,104
+10%
增持
GOOG
ALPHABET INC
+$274.0K
806
+4%
增持
RMD
RESMED INC
+$270.0K
6,218
+21%
增持
EW
EDWARDS LIFESCIENCES CORP
+$270.0K
12,605
+5%
增持
IDXX
IDEXX LABS INC
+$268.0K
3,634
+6%
增持
DT
DYNATRACE INC
-$259.0K
27,486
+2%
建仓
CVS
CVS HEALTH CORP
+$256.0K
2,481
增持
SHOP
SHOPIFY INC
+$256.0K
742
+31%
建仓
DHI
D R HORTON INC
+$252.0K
2,322
建仓
NEE
NEXTERA ENERGY INC
+$251.0K
2,702
增持
—
ALCON AG
+$250.0K
12,209
+20%
增持
MCD
MCDONALDS CORP
+$243.0K
6,101
+5%
增持
SLYG
SPDR SER TR
+$234.0K
29,761
+3%
清仓
CAT
CATERPILLAR INC
-$232.0K
0
-100%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$230.0K
2,590
增持
QCOM
QUALCOMM INC
+$227.0K
3,201
+15%
增持
SBUX
STARBUCKS CORP
+$227.0K
13,329
+10%
清仓
BDX
BECTON DICKINSON & CO
-$226.0K
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$225.0K
0
-100%
减持
ITB
ISHARES TR
+$224.0K
13,995
-1%
增持
CDW
CDW CORP
+$223.0K
4,797
+15%
清仓
DE
DEERE & CO
-$218.0K
0
-100%
建仓
VFH
VANGUARD WORLD FDS
+$217.0K
2,249
建仓
VTI
VANGUARD INDEX FDS
+$215.0K
890
清仓
INTC
INTEL CORP
-$213.0K
0
-100%
增持
FPXI
FIRST TR EXCHANGE TRADED FD
-$213.0K
50,254
+4%
建仓
DECK
DECKERS OUTDOOR CORP
+$213.0K
583
清仓
TWLO
TWILIO INC
-$212.0K
0
-100%
建仓
IGE
ISHARES TR
+$211.0K
6,717
建仓
FTNT
FORTINET INC
+$210.0K
588
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$208.0K
119
增持
EFX
EQUIFAX INC
+$206.0K
3,152
+11%
增持
REMX
VANECK ETF TRUST
+$205.0K
7,414
+22%
建仓
MO
ALTRIA GROUP INC
+$200.0K
4,213
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$199.0K
8,569
+10%
增持
ANSS
ANSYS INC
+$197.0K
1,689
+20%
增持
LULU
LULULEMON ATHLETICA INC
+$189.0K
2,589
+27%
增持
MSCI
MSCI INC
+$175.0K
4,658
+6%
增持
CSCO
CISCO SYS INC
+$172.0K
16,316
+3%
增持
ADI
ANALOG DEVICES INC
+$169.0K
8,578
+7%
增持
PAYX
PAYCHEX INC
+$168.0K
5,076
+9%
增持
V
VISA INC
+$166.0K
13,864
+9%
增持
NDSN
NORDSON CORP
+$161.0K
3,613
+13%
增持
—
ASPEN TECHNOLOGY INC
+$156.0K
3,695
+11%
增持
ABT
ABBOTT LABS
+$153.0K
5,436
+5%
增持
WRB
BERKLEY W R CORP
+$152.0K
9,358
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$152.0K
3,985
+5%
增持
CPRT
COPART INC
+$150.0K
5,852
+10%
减持
CMCSA
COMCAST CORP NEW
-$150.0K
3,977
-37%
减持
ISTB
ISHARES TR
-$149.0K
81,335
-2%
增持
NOW
SERVICENOW INC
+$148.0K
2,943
+4%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$144.0K
29,941
+10%
增持
—
ATLASSIAN CORP PLC
+$141.0K
1,903
+27%
