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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 23
增持 98
减持 19
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.1M
163,053
+22%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.5M
27,055
-58%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$4.1M
65,809
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
NOC
NORTHROP GRUMMAN CORP
+$3.6M
46,762
+0%
增持
FLTR
VANECK ETF TRUST
+$2.8M
246,288
+85%
减持
VUG
VANGUARD INDEX FDS
-$2.7M
1,800
-88%
减持
IJR
ISHARES TR
-$2.6M
17,850
-64%
减持
MINT
PIMCO ETF TR
-$2.6M
238,794
-10%
增持
AAPL
APPLE INC
+$2.4M
35,733
+122%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.0M
280,214
-15%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.5M
63,087
-39%
建仓
DRI
DARDEN RESTAURANTS INC
+$1.3M
9,540
清仓
EMNT
PIMCO ETF TR
-$1.3M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
92,867
+24%
减持
MOO
VANECK ETF TRUST
-$1.1M
34,282
-31%
增持
NVR
NVR INC
+$1.1M
301
+258%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
13,803
+71%
增持
MCD
MCDONALDS CORP
+$1.0M
11,205
+33%
增持
HD
HOME DEPOT INC
+$1.0M
8,188
+42%
增持
ABBV
ABBVIE INC
+$981.1K
18,143
+25%
增持
OMC
OMNICOM GROUP INC
+$938.0K
21,551
+66%
增持
XLE
SELECT SECTOR SPDR TR
+$915.4K
35,617
+17%
建仓
RZV
INVESCO EXCHANGE TRADED FD T
+$906.6K
10,258
增持
MRK
MERCK & CO INC
+$894.5K
23,401
+18%
增持
—
EXXON MOBIL CORP
+$894.0K
11,514
+167%
增持
PSX
PHILLIPS 66
+$872.7K
13,842
+96%
增持
PG
PROCTER AND GAMBLE CO
+$856.1K
16,014
+29%
增持
JNJ
JOHNSON & JOHNSON
+$813.3K
17,041
+27%
增持
TRV
TRAVELERS COMPANIES INC
+$812.7K
9,124
+56%
增持
CSCO
CISCO SYS INC
+$809.4K
34,034
+68%
增持
LMT
LOCKHEED MARTIN CORP
+$788.9K
4,104
+31%
增持
PRU
PRUDENTIAL FINL INC
+$788.5K
14,654
+88%
减持
ICSH
ISHARES TR
-$774.5K
146,652
-10%
增持
XLV
SELECT SECTOR SPDR TR
+$768.2K
26,670
+13%
增持
PFE
PFIZER INC
+$754.4K
52,877
+18%
增持
GILD
GILEAD SCIENCES INC
+$745.1K
19,978
+27%
建仓
VXF
VANGUARD INDEX FDS
+$739.2K
5,564
清仓
—
ATLASSIAN CORP PLC
-$719.0K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$675.4K
38,905
+17%
增持
AEP
AMERICAN ELEC PWR CO INC
+$627.2K
17,475
+46%
增持
BAC
BANK AMERICA CORP
+$616.2K
38,654
+76%
清仓
QCOM
QUALCOMM INC
-$607.0K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$605.5K
3,167
建仓
TEAM
ATLASSIAN CORPORATION
+$605.4K
4,705
增持
V
VISA INC
+$576.9K
10,492
+16%
增持
IEF
ISHARES TR
+$576.5K
16,272
+59%
增持
PAYX
PAYCHEX INC
+$564.5K
13,850
+50%
减持
ISTB
ISHARES TR
-$556.4K
93,359
-12%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$547.9K
92,201
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$529.5K
36,561
+17%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$514.2K
14,331
+243%
增持
NKE
NIKE INC
+$494.1K
10,607
+18%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$479.5K
15,074
-46%
减持
SCHZ
SCHWAB STRATEGIC TR
-$461.1K
387,096
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$450.1K
13,109
+36%
增持
SHM
SPDR SER TR
+$448.6K
42,243
+27%
增持
CMI
CUMMINS INC
+$448.1K
4,994
+33%
清仓
TSLA
TESLA INC
-$435.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$434.9K
20,590
+7%
增持
—
COOPER COS INC
+$432.2K
2,931
+44%
增持
KMB
KIMBERLY-CLARK CORP
+$432.2K
17,681
+1%
增持
ANSS
ANSYS INC
+$431.9K
3,257
+103%
增持
GMED
GLOBUS MED INC
+$426.8K
11,132
+66%
增持
SPYM
SPDR SER TR
+$426.2K
56,295
+12%
建仓
VV
VANGUARD INDEX FDS
+$422.4K
2,425
增持
SO
SOUTHERN CO
+$392.7K
20,806
+30%
增持
NVDA
NVIDIA CORPORATION
+$385.7K
8,271
+22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$375.5K
23,008
+64%
减持
LPLA
LPL FINL HLDGS INC
-$359.2K
4,292
-27%
增持
VOO
VANGUARD INDEX FDS
+$352.6K
13,725
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$350.1K
2,416
+44%
增持
USFR
WISDOMTREE TR
+$349.8K
21,918
+47%
减持
SPY
SPDR S&P 500 ETF TR
+$348.4K
14,966
-1%
增持
BSY
BENTLEY SYS INC
+$348.3K
26,739
+28%
建仓
CVX
CHEVRON CORP NEW
+$342.7K
1,909
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$341.9K
194,265
-14%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$334.6K
92,874
-5%
增持
IDXX
IDEXX LABS INC
+$311.3K
2,344
+19%
增持
GIS
GENERAL MLS INC
+$310.5K
17,800
+16%
增持
NVO
NOVO-NORDISK A S
+$301.4K
6,195
+15%
减持
SCHG
SCHWAB STRATEGIC TR
-$289.7K
8,212
-39%
增持
FPE
FIRST TR EXCH TRADED FD III
+$289.1K
396,851
+4%
建仓
MDYV
SPDR SER TR
+$281.4K
4,348
建仓
COST
COSTCO WHSL CORP NEW
+$277.6K
608
减持
REMX
VANECK ETF TRUST
-$274.0K
13,668
-13%
增持
CRL
CHARLES RIV LABS INTL INC
+$270.8K
4,166
+29%
建仓
AXP
AMERICAN EXPRESS CO
+$260.5K
1,763
增持
SPYV
SPDR SER TR
+$258.9K
46,180
+4%
增持
DLB
DOLBY LABORATORIES INC
+$253.3K
9,177
+51%
建仓
HDB
HDFC BANK LTD
+$253.3K
3,702
增持
TER
TERADYNE INC
+$252.7K
9,018
+26%
建仓
—
LINDE PLC
+$247.9K
760
增持
CPRT
COPART INC
+$246.5K
15,216
+138%
建仓
—
STERIS PLC
+$246.0K
1,332
增持
IWF
ISHARES TR
+$241.5K
2,135
+108%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$241.3K
1,713
增持
EFA
ISHARES TR
+$240.8K
24,556
+0%
增持
EFX
EQUIFAX INC
+$239.7K
4,135
+26%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$239.7K
6,603
+28%
增持
XHB
SPDR SER TR
+$238.2K
23,080
+9%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$235.5K
3,161
清仓
WEC
WEC ENERGY GROUP INC
-$235.0K
0
-100%
清仓
NRG
NRG ENERGY INC
-$231.0K
0
-100%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$229.8K
159
建仓
EVRG
EVERGY INC
+$225.6K
3,585
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$225.1K
2,717
+8%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$224.4K
1,739
+25%
建仓
AVGO
BROADCOM INC
+$218.0K
390
增持
MSCI
MSCI INC
+$217.0K
2,309
+14%
清仓
SLYV
SPDR SER TR
-$215.0K
0
-100%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$215.0K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$214.0K
4,681
清仓
LNT
ALLIANT ENERGY CORP
-$212.0K
0
-100%
清仓
—
BROOKFIELD RENEWABLE CORP
-$212.0K
0
-100%
建仓
IVT
INVENTRUST PPTYS CORP
+$210.5K
8,895
增持
FICO
FAIR ISAAC CORP
+$208.2K
1,001
+6%
增持
NDSN
NORDSON CORP
+$208.0K
4,728
+10%
增持
—
ALLEGION PLC
+$207.7K
6,381
+23%
建仓
—
FERGUSON PLC NEW
+$206.3K
1,625
增持
DT
DYNATRACE INC
+$205.7K
21,247
+22%
增持
INTU
INTUIT
+$202.9K
3,237
+19%
建仓
PM
PHILIP MORRIS INTL INC
+$200.2K
1,978
增持
WMT
WALMART INC
+$199.4K
3,769
+46%
增持
EXPO
EXPONENT INC
+$195.8K
8,405
+16%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$192.2K
6,786
+65%
增持
POOL
POOL CORP
+$189.6K
2,979
+33%
增持
AMT
AMERICAN TOWER CORP NEW
+$186.2K
6,213
+18%
增持
PEJ
INVESCO EXCHANGE TRADED FD T
+$185.0K
31,089
+14%
减持
SLYG
SPDR SER TR
-$182.4K
5,089
-37%
增持
SQ
BLOCK INC
+$180.7K
7,221
+45%
增持
DHR
DANAHER CORPORATION
+$167.4K
6,335
+8%
增持
AMZN
AMAZON COM INC
-$164.5K
17,304
+21%
增持
BIO
BIO RAD LABS INC
+$163.8K
1,769
+27%
增持
WRB
BERKLEY W R CORP
+$163.5K
18,237
+1%
增持
NOW
SERVICENOW INC
+$163.3K
2,195
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$153.0K
4,014
+3%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$152.3K
3,160
+26%
增持
FTV
FORTIVE CORP
+$149.9K
11,189
+15%
增持
—
ASML HOLDING N V
+$144.8K
1,074
+1%
增持
ABT
ABBOTT LABS
+$143.3K
5,595
+15%
增持
MRVL
MARVELL TECHNOLOGY INC
+$140.8K
18,757
+45%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$131.0K
8,664
+28%
增持
LII
LENNOX INTL INC
+$127.9K
2,691
+16%
增持
—
AON PLC
+$126.8K
1,352
+30%
增持
VRSK
VERISK ANALYTICS INC
+$124.0K
6,479
+8%
增持
ADSK
AUTODESK INC
+$123.8K
4,162
+19%
增持
THO
THOR INDS INC
+$123.7K
6,646
+23%
增持
CHE
CHEMED CORP NEW
+$123.4K
1,272
+6%
减持
SPSM
SPDR SER TR
+$119.1K
135,815
-6%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$115.7K
11,426
+3%
