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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 15
增持 21
减持 71
清仓 43
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$21.4M
249,558
-45%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$9.1M
263,331
+287%
减持
VOO
VANGUARD INDEX FDS
-$8.9M
14,547
-58%
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
ICSH
ISHARES TR
+$8.4M
167,068
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.2M
29,578
-61%
减持
VB
VANGUARD INDEX FDS
-$8.0M
23,161
-59%
减持
SPY
SPDR S&P 500 ETF TR
-$7.1M
16,607
-46%
清仓
DSTL
ETF SER SOLUTIONS
-$6.9M
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$6.0M
0
-100%
清仓
MLPX
GLOBAL X FDS
-$5.4M
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$5.3M
6,795
-81%
减持
AAPL
APPLE INC
-$4.6M
18,882
-58%
清仓
GDX
VANECK ETF TRUST
-$4.4M
0
-100%
清仓
INFL
LISTED FD TR
-$4.4M
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$4.3M
0
-100%
清仓
REIT
ALPS ETF TR
-$3.9M
0
-100%
建仓
MOO
VANECK ETF TRUST
+$3.7M
35,542
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$3.7M
69,822
减持
XHB
SPDR SER TR
-$3.7M
18,714
-67%
减持
MSFT
MICROSOFT CORP
-$3.6M
21,853
-29%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$3.0M
40,703
增持
SPSM
SPDR SER TR
+$2.9M
132,826
+124%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.9M
2,585
-61%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.9M
3,555
-87%
减持
NOC
NORTHROP GRUMMAN CORP
+$2.8M
46,642
-0%
增持
ISTB
ISHARES TR
+$2.7M
139,630
+72%
减持
—
ACCENTURE PLC IRELAND
-$2.6M
1,599
-79%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.6M
122,304
-9%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$2.4M
10,923
-78%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.2M
88,580
+53%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.1M
250,248
-15%
减持
GOOG
ALPHABET INC
-$1.9M
140
-83%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.8M
312,649
-18%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.7M
18,463
-56%
减持
SHYG
ISHARES TR
-$1.7M
17,569
-68%
减持
GOOGL
ALPHABET INC
-$1.7M
800
-40%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.5M
19,657
减持
INTU
INTUIT
-$1.5M
3,232
-31%
清仓
MA
MASTERCARD INCORPORATED
-$1.5M
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$1.5M
0
-100%
减持
SPAB
SPDR SER TR
-$1.4M
36,454
-56%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.4M
27,257
清仓
SPIB
SPDR SER TR
-$1.4M
0
-100%
减持
MSCI
MSCI INC
-$1.4M
2,838
-39%
减持
SBUX
STARBUCKS CORP
-$1.3M
2,639
-80%
增持
XLV
SELECT SECTOR SPDR TR
+$1.3M
11,222
+579%
减持
IVV
ISHARES TR
-$1.3M
1,046
-72%
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.3M
16,040
-42%
减持
NKE
NIKE INC
-$1.2M
10,078
-35%
减持
RMD
RESMED INC
-$1.2M
1,660
-73%
减持
FTV
FORTIVE CORP
-$1.2M
9,236
-60%
减持
—
ASML HOLDING N V
-$1.2M
982
-58%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.2M
2,560
-38%
减持
HD
HOME DEPOT INC
-$1.2M
5,647
-18%
清仓
ITB
ISHARES TR
-$1.2M
0
-100%
减持
DHR
DANAHER CORPORATION
-$1.2M
6,216
-31%
清仓
EPAM
EPAM SYS INC
-$1.2M
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.0M
3,074
-38%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$1.0M
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$1.0M
0
-100%
清仓
SHOP
SHOPIFY INC
-$1.0M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
4,189
-33%
减持
IDXX
IDEXX LABS INC
-$1.0M
2,536
-30%
建仓
SCHG
SCHWAB STRATEGIC TR
+$996.0K
13,312
增持
SPYM
SPDR SER TR
+$989.0K
74,521
+40%
减持
AMT
AMERICAN TOWER CORP NEW
-$976.0K
6,215
-28%
建仓
BX
BLACKSTONE INC
+$928.0K
7,306
增持
FEMB
FIRST TR EXCH TRADED FD III
+$881.0K
59,421
+104%
清仓
—
BLACKROCK INC
-$871.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$853.0K
958
-76%
减持
—
ICON PLC
-$850.0K
1,290
-66%
清仓
GLD
SPDR GOLD TR
-$847.0K
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$826.0K
8,157
-30%
清仓
SCHM
SCHWAB STRATEGIC TR
-$808.0K
0
-100%
减持
—
FERRARI N V
-$801.0K
1,478
-66%
减持
—
CANADIAN PAC RY LTD
-$786.0K
5,930
-67%
增持
XLE
SELECT SECTOR SPDR TR
+$778.0K
18,664
+60%
减持
NOW
SERVICENOW INC
-$774.0K
2,039
-31%
减持
ETSY
ETSY INC
-$769.0K
4,413
-27%
减持
SPYG
SPDR SER TR
-$766.0K
67,384
-7%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$755.0K
217
-65%
减持
VRSK
VERISK ANALYTICS INC
-$749.0K
6,957
-29%
减持
—
ALCON AG
-$730.0K
4,205
-66%
减持
BIO
BIO RAD LABS INC
-$726.0K
1,337
-32%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$699.0K
2,764
-11%
减持
LULU
LULULEMON ATHLETICA INC
-$693.0K
878
-66%
清仓
STIP
ISHARES TR
-$688.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$673.0K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$658.0K
9,335
-15%
减持
ADSK
AUTODESK INC
-$655.0K
4,282
-23%
减持
V
VISA INC
-$652.0K
10,610
-23%
减持
DT
DYNATRACE INC
-$635.0K
21,726
-21%
减持
MPWR
MONOLITHIC PWR SYS INC
-$612.0K
2,552
-32%
减持
—
STERIS PLC
-$611.0K
1,314
-66%
清仓
XLF
SELECT SECTOR SPDR TR
-$593.0K
0
-100%
清仓
VIS
VANGUARD WORLD FDS
-$591.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$587.0K
774
-17%
清仓
XLC
SELECT SECTOR SPDR TR
-$579.0K
0
-100%
建仓
EMNT
PIMCO ETF TR
+$546.0K
5,504
建仓
IJR
ISHARES TR
+$531.0K
4,923
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$527.0K
10,407
减持
—
ATLASSIAN CORP PLC
-$526.0K
680
-64%
减持
EW
EDWARDS LIFESCIENCES CORP
-$516.0K
9,487
-25%
清仓
META
META PLATFORMS INC
-$512.0K
0
-100%
增持
REMX
VANECK ETF TRUST
+$508.0K
11,323
+53%
减持
ECL
ECOLAB INC
-$502.0K
4,364
-20%
清仓
GS
GOLDMAN SACHS GROUP INC
-$486.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$485.0K
0
-100%
减持
SPYD
SPDR SER TR
-$485.0K
89,370
-15%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$481.0K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$480.0K
4,323
减持
NVDA
NVIDIA CORPORATION
-$479.0K
8,033
-12%
清仓
—
TE CONNECTIVITY LTD
-$477.0K
0
-100%
清仓
IHI
ISHARES TR
-$477.0K
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$475.0K
20,459
-32%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$472.0K
22,791
+88%
清仓
ORCL
ORACLE CORP
-$450.0K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$434.0K
406
+241%
减持
ADI
ANALOG DEVICES INC
-$433.0K
6,505
-24%
清仓
—
GLOBANT S A
-$433.0K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$424.0K
0
-100%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$419.0K
7,281
-18%
清仓
—
SVB FINANCIAL GROUP
-$413.0K
0
-100%
清仓
SAP
SAP SE
-$406.0K
0
-100%
减持
—
AON PLC
-$401.0K
1,092
-57%
清仓
F
FORD MTR CO DEL
-$398.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$393.0K
9,265
+49%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$392.0K
184,457
+10%
清仓
TASK
TASKUS INC
-$392.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$376.0K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$351.0K
17,165
-0%
增持
SLYG
SPDR SER TR
+$346.0K
37,081
+25%
清仓
BNY
BANK NEW YORK MELLON CORP
-$341.0K
0
-100%
减持
IWF
ISHARES TR
-$340.0K
1,040
-49%
清仓
—
MEDTRONIC PLC
-$337.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$337.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$312.0K
1,942
+26%
清仓
GEF
GREIF INC
-$305.0K
0
-100%
减持
PFE
PFIZER INC
-$301.0K
39,747
-0%
清仓
ON
ON SEMICONDUCTOR CORP
-$296.0K
0
-100%
增持
AGG
ISHARES TR
+$295.0K
16,316
+28%
建仓
IEFA
ISHARES TR
+$295.0K
4,250
建仓
SLYV
SPDR SER TR
+$290.0K
3,478
增持
TRV
TRAVELERS COMPANIES INC
+$290.0K
4,345
+35%
增持
WRB
BERKLEY W R CORP
+$288.0K
15,904
+70%
增持
SMH
VANECK ETF TRUST
+$288.0K
2,713
+89%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$287.0K
5,575
+14%
清仓
TXN
TEXAS INSTRS INC
-$274.0K
0
-100%
增持
SO
SOUTHERN CO
+$271.0K
10,883
+44%
建仓
IXUS
ISHARES TR
+$270.0K
4,050
