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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
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 150 项
建仓 22
增持 48
减持 59
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
SCHZ
SCHWAB STRATEGIC TR
+$18.1M
400,170
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$6.5M
91,879
-50%
减持
SPYG
SPDR SER TR
-$4.0M
8,792
-87%
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。
清仓
SPYD
SPDR SER TR
-$3.9M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.8M
41,486
-53%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.8M
63,739
+115%
增持
IJR
ISHARES TR
+$3.8M
49,499
+905%
增持
AGG
ISHARES TR
+$3.7M
56,235
+245%
建仓
VUG
VANGUARD INDEX FDS
+$3.1M
14,458
增持
FLTR
VANECK ETF TRUST
+$3.0M
132,895
+1100%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$2.9M
97,985
+141%
减持
SPDW
SPDR INDEX SHS FDS
-$2.8M
8,670
-90%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$2.7M
74,994
减持
SLYG
SPDR SER TR
-$2.6M
8,073
-78%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.5M
226,183
-10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.3M
133,125
+9%
减持
MSFT
MICROSOFT CORP
-$2.2M
19,332
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$2.1M
15,052
-9%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.1M
328,447
+25%
建仓
XLU
SELECT SECTOR SPDR TR
+$2.0M
31,256
减持
ISTB
ISHARES TR
-$1.9M
106,104
-24%
减持
SPYM
SPDR SER TR
-$1.9M
50,159
-33%
清仓
FEMB
FIRST TR EXCH TRADED FD III
-$1.8M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.6M
13,615
-6%
清仓
XLK
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
6,781
-16%
增持
XLV
SELECT SECTOR SPDR TR
+$1.3M
23,575
+110%
增持
MINT
PIMCO ETF TR
+$1.2M
264,548
+6%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$1.1M
0
-100%
增持
SPYV
SPDR SER TR
+$1.1M
44,568
+368%
清仓
VXF
VANGUARD INDEX FDS
-$1.1M
0
-100%
建仓
MUB
ISHARES TR
+$1.1M
10,955
增持
NOC
NORTHROP GRUMMAN CORP
+$1.1M
46,658
+0%
减持
AAPL
APPLE INC
-$1.1M
16,122
-15%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$1.0M
11,949
清仓
CDW
CDW CORP
-$984.0K
0
-100%
建仓
IEF
ISHARES TR
+$982.0K
10,228
增持
AMZN
AMAZON COM INC
-$905.0K
14,319
+1750%
清仓
GWX
SPDR INDEX SHS FDS
-$850.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
-$844.0K
23,864
+3%
清仓
SPEM
SPDR INDEX SHS FDS
-$838.0K
0
-100%
减持
SHM
SPDR SER TR
-$809.0K
33,347
-33%
减持
SPAB
SPDR SER TR
-$806.0K
8,298
-77%
增持
XLE
SELECT SECTOR SPDR TR
+$773.0K
30,546
+64%
建仓
USFR
WISDOMTREE TR
+$752.0K
14,951
增持
EMNT
PIMCO ETF TR
+$752.0K
13,214
+140%
减持
V
VISA INC
-$751.0K
9,016
-15%
减持
IDXX
IDEXX LABS INC
-$743.0K
1,976
-22%
增持
XLP
SELECT SECTOR SPDR TR
+$733.0K
33,348
+70%
清仓
SMH
VANECK ETF TRUST
-$732.0K
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$713.0K
2,227
-28%
减持
MGK
VANGUARD WORLD FD
-$710.0K
8,533
-9%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$704.0K
1,678
-34%
清仓
—
ASPEN TECHNOLOGY INC
-$696.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$688.0K
16,073
+1909%
增持
PEP
PEPSICO INC
+$687.0K
14,148
+46%
增持
SPSM
SPDR SER TR
-$686.0K
143,947
+8%
建仓
—
ASPEN TECHNOLOGY INC
+$628.0K
2,638
减持
TFI
SPDR SER TR
-$626.0K
25,275
-30%
减持
NKE
NIKE INC
-$608.0K
8,995
-11%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$602.0K
6,773
-7%
清仓
ITOT
ISHARES TR
-$597.0K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$597.0K
12,945
-19%
增持
GIS
GENERAL MLS INC
+$588.0K
15,409
+76%
减持
MSCI
MSCI INC
-$570.0K
2,033
-28%
建仓
PSX
PHILLIPS 66
+$568.0K
7,051
建仓
WSO
WATSCO INC
+$567.0K
2,204
清仓
ETSY
ETSY INC
-$549.0K
0
-100%
减持
EFA
ISHARES TR
-$532.0K
24,471
-5%
增持
—
ATLASSIAN CORP PLC
+$519.0K
3,417
+403%
减持
INTU
INTUIT
-$498.0K
2,725
-16%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$485.0K
2,506
-9%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$483.0K
0
-100%
增持
MRK
MERCK & CO INC
+$477.0K
19,772
+32%
减持
VRSK
VERISK ANALYTICS INC
-$474.0K
5,977
-14%
减持
EW
EDWARDS LIFESCIENCES CORP
-$472.0K
7,821
-18%
减持
SQ
BLOCK INC
-$454.0K
4,963
-7%
减持
MPWR
MONOLITHIC PWR SYS INC
-$451.0K
2,169
-15%
减持
NOW
SERVICENOW INC
-$447.0K
1,826
-10%
清仓
COPX
GLOBAL X FDS
-$446.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$432.0K
5,269
-15%
增持
FPE
FIRST TR EXCH TRADED FD III
+$432.0K
381,923
+22%
增持
GILD
GILEAD SCIENCES INC
+$418.0K
15,714
+69%
减持
DT
DYNATRACE INC
-$416.0K
17,433
-20%
建仓
GMED
GLOBUS MED INC
+$400.0K
6,707
增持
LPLA
LPL FINL HLDGS INC
+$399.0K
5,887
+21%
建仓
DLB
DOLBY LABORATORIES INC
+$394.0K
6,061
减持
—
COOPER COS INC
-$373.0K
2,035
-7%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$371.0K
0
-100%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$370.0K
6,644
-9%
减持
CRL
CHARLES RIV LABS INTL INC
-$368.0K
3,235
-9%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$366.0K
5,143
-8%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$355.0K
4,119
-8%
减持
TER
TERADYNE INC
-$353.0K
7,134
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$350.0K
3,124
+61%
增持
ABBV
ABBVIE INC
-$350.0K
14,541
+2%
减持
BX
BLACKSTONE INC
-$341.0K
6,997
-4%
增持
IWM
ISHARES TR
-$330.0K
8,402
+1%
减持
POOL
POOL CORP
-$327.0K
2,233
-9%
增持
MOO
VANECK ETF TRUST
+$318.0K
49,987
+41%
清仓
—
STERIS PLC
-$318.0K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$317.0K
4,181
-60%
减持
DHR
DANAHER CORPORATION
-$309.0K
5,863
-6%
减持
ADI
ANALOG DEVICES INC
-$307.0K
5,509
-15%
建仓
GEF
GREIF INC
+$307.0K
5,159
增持
JNJ
JOHNSON & JOHNSON
+$306.0K
13,460
+26%
增持
SO
SOUTHERN CO
+$303.0K
16,054
+48%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$297.0K
0
-100%
增持
CMI
CUMMINS INC
+$279.0K
3,746
+59%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$279.0K
103,555
+48%
增持
MCD
MCDONALDS CORP
+$278.0K
8,442
+25%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$277.0K
8,825
清仓
IVT
INVENTRUST PPTYS CORP
-$274.0K
0
-100%
减持
ICSH
ISHARES TR
-$265.0K
162,228
-3%
减持
ADSK
AUTODESK INC
-$264.0K
3,502
-18%
减持
EFX
EQUIFAX INC
-$264.0K
3,291
-6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$256.0K
6,631
-19%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$255.0K
2,505
-3%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$251.0K
27,732
+2%
增持
SCHG
SCHWAB STRATEGIC TR
-$250.0K
13,364
+0%
清仓
AXP
AMERICAN EXPRESS CO
-$246.0K
0
-100%
增持
—
KELLOGG CO
+$241.0K
38,480
+2%
建仓
EPAM
EPAM SYS INC
+$239.0K
661
建仓
WEC
WEC ENERGY GROUP INC
+$235.0K
2,627
减持
ECL
ECOLAB INC
-$233.0K
3,718
-15%
建仓
NRG
NRG ENERGY INC
+$231.0K
6,054
清仓
—
DUCK CREEK TECHNOLOGIES INC
-$216.0K
0
-100%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$215.0K
2,974
增持
—
ASML HOLDING N V
-$214.0K
1,064
+8%
建仓
LNT
ALLIANT ENERGY CORP
+$212.0K
3,991
建仓
—
BROOKFIELD RENEWABLE CORP
+$212.0K
6,485
增持
OMC
OMNICOM GROUP INC
+$206.0K
13,012
+80%
建仓
—
ASTRAZENECA PLC
+$206.0K
3,737
清仓
MO
ALTRIA GROUP INC
-$202.0K
0
-100%
减持
THO
THOR INDS INC
-$191.0K
5,394
-25%
增持
PXF
INVESCO EXCH TRADED FD TR II
-$179.0K
21,803
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$176.0K
9,672
+49%
增持
BIO
BIO RAD LABS INC
-$173.0K
1,390
+4%
增持
PEJ
INVESCO EXCHANGE TRADED FD T
+$165.0K
27,325
+70%
减持
UNH
UNITEDHEALTH GROUP INC
-$161.0K
3,913
-7%
减持
RMD
RESMED INC
-$152.0K
1,151
-31%
增持
KMB
KIMBERLY-CLARK CORP
-$146.0K
17,479
+2%
减持
—
ALLEGION PLC
-$143.0K
5,170
-6%
增持
EXPO
EXPONENT INC
+$142.0K
7,250
+58%
增持
ANSS
ANSYS INC
-$140.0K
1,606
+3%
减持
ENPH
ENPHASE ENERGY INC
-$139.0K
2,369
-40%
增持
GOOG
ALPHABET INC
-$126.0K
2,755
+1868%
增持
SCHA
SCHWAB STRATEGIC TR
-$125.0K
13,260
+0%
减持
—
CANADIAN PAC RY LTD
-$121.0K
5,511
-7%
减持
VAW
VANGUARD WORLD FDS
-$119.0K
2,130
-5%
