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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 39
增持 71
减持 28
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
SCHZ
SCHWAB STRATEGIC TR
-$17.7M
0
-100%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$11.0M
33,253
-88%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.0M
221,487
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。
+36%
增持
FLTR
VANECK ETF TRUST
+$7.1M
530,853
+116%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.3M
61,118
+126%
增持
SHYG
ISHARES TR
+$4.5M
125,272
+617%
减持
AGG
ISHARES TR
-$4.5M
10,510
-82%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$4.1M
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$4.0M
46,653
-0%
增持
IEF
ISHARES TR
+$4.0M
55,582
+242%
增持
SPYG
SPDR SER TR
+$3.5M
71,879
+707%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.3M
83,727
+103%
建仓
XLI
SELECT SECTOR SPDR TR
+$3.2M
31,899
建仓
SPYD
SPDR SER TR
+$3.2M
83,587
建仓
XLB
SELECT SECTOR SPDR TR
+$3.2M
39,371
减持
XLV
SELECT SECTOR SPDR TR
-$3.0M
4,509
-83%
增持
ISTB
ISHARES TR
+$3.0M
156,118
+67%
建仓
XLF
SELECT SECTOR SPDR TR
+$2.9M
90,447
清仓
XLP
SELECT SECTOR SPDR TR
-$2.9M
0
-100%
增持
ICSH
ISHARES TR
+$2.6M
198,333
+35%
清仓
XLU
SELECT SECTOR SPDR TR
-$2.6M
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.5M
45,545
增持
SPDW
SPDR INDEX SHS FDS
+$2.4M
83,626
+833%
减持
MOO
VANECK ETF TRUST
-$2.3M
7,769
-77%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$2.2M
34,718
+238%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.2M
6,537
-90%
建仓
DWM
WISDOMTREE TR
+$2.1M
42,146
增持
SLYG
SPDR SER TR
+$2.1M
32,988
+548%
增持
AAPL
APPLE INC
+$2.0M
39,983
+12%
建仓
VYM
VANGUARD WHITEHALL FDS
+$1.8M
17,358
增持
NVDA
NVIDIA CORPORATION
+$1.6M
10,142
+23%
增持
MSFT
MICROSOFT CORP
+$1.5M
22,497
+9%
增持
AMZN
AMAZON COM INC
+$1.3M
26,190
+51%
建仓
TCHP
T ROWE PRICE ETF INC
+$1.1M
44,518
清仓
REMX
VANECK ETF TRUST
-$1.0M
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$972.6K
104,649
+14%
清仓
CPRT
COPART INC
-$926.5K
0
-100%
增持
SPYM
SPDR SER TR
+$844.5K
70,128
+25%
清仓
GMED
GLOBUS MED INC
-$826.8K
0
-100%
增持
GOOG
ALPHABET INC
+$776.9K
9,851
+253%
增持
VOO
VANGUARD INDEX FDS
+$740.3K
14,792
+8%
减持
MINT
PIMCO ETF TR
-$733.1K
229,964
-4%
建仓
GWX
SPDR INDEX SHS FDS
+$724.2K
23,384
建仓
SPEM
SPDR INDEX SHS FDS
+$700.6K
20,526
建仓
QYLD
GLOBAL X FDS
+$637.4K
37,168
减持
PFE
PFIZER INC
-$600.8K
51,682
-2%
清仓
ENPH
ENPHASE ENERGY INC
-$578.7K
0
-100%
增持
SPAB
SPDR SER TR
+$559.4K
29,897
+255%
增持
VXF
VANGUARD INDEX FDS
+$533.8K
9,080
+63%
建仓
META
META PLATFORMS INC
+$531.1K
2,506
建仓
SAIA
SAIA INC
+$487.8K
1,793
建仓
IT
GARTNER INC
+$478.2K
1,468
建仓
SPTM
SPDR SER TR
+$465.7K
9,235
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$460.5K
23,325
+63%
减持
JNJ
JOHNSON & JOHNSON
-$452.6K
16,501
-3%
减持
WRB
BERKLEY W R CORP
-$450.1K
14,028
-23%
增持
VTI
VANGUARD INDEX FDS
+$426.2K
5,055
+60%
减持
FPE
FIRST TR EXCH TRADED FD III
-$413.9K
391,802
-1%
增持
—
ASPEN TECHNOLOGY INC
+$402.2K
4,160
+55%
建仓
IWR
ISHARES TR
+$377.9K
5,405
增持
MPWR
MONOLITHIC PWR SYS INC
+$376.1K
2,477
+1%
增持
CSCO
CISCO SYS INC
+$350.8K
37,726
+11%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$341.2K
2,829
+4%
增持
ANSS
ANSYS INC
+$340.0K
3,386
+4%
增持
V
VISA INC
+$338.2K
11,169
+6%
建仓
—
BROOKFIELD RENEWABLE CORP
+$336.5K
9,628
减持
SPY
SPDR S&P 500 ETF TR
+$315.6K
14,751
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$301.5K
1,952
+100%
建仓
—
ISHARES TR
+$300.7K
13,000
增持
GOOGL
ALPHABET INC
+$289.2K
17,823
+1%
建仓
—
ARCH CAP GROUP LTD
+$288.7K
4,254
减持
VEA
VANGUARD TAX-MANAGED FDS
+$283.8K
92,570
-0%
建仓
NFLX
NETFLIX INC
+$282.6K
818
建仓
—
LINDE PLC
+$274.8K
773
减持
OMC
OMNICOM GROUP INC
+$269.6K
21,492
-0%
增持
IDXX
IDEXX LABS INC
+$266.4K
2,445
+4%
建仓
GE
GENERAL ELECTRIC CO
+$265.8K
2,780
建仓
OGE
OGE ENERGY CORP
+$265.6K
7,052
增持
FPXI
FIRST TR EXCHANGE TRADED FD
+$264.4K
16,028
+60%
减持
HD
HOME DEPOT INC
-$262.5K
7,874
-4%
建仓
BA
BOEING CO
+$257.9K
1,214
增持
MSCI
MSCI INC
+$255.4K
2,375
+3%
增持
TEAM
ATLASSIAN CORPORATION
+$251.9K
5,009
+6%
建仓
IBN
ICICI BANK LIMITED
+$248.5K
11,517
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$248.2K
5,958
-5%
清仓
—
LINDE PLC
-$247.9K
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
+$246.6K
10,095
+6%
清仓
EPAM
EPAM SYS INC
-$245.2K
0
-100%
减持
NVR
NVR INC
+$244.3K
293
-3%
建仓
CMCSA
COMCAST CORP NEW
+$240.5K
6,343
建仓
WCN
WASTE CONNECTIONS INC
+$239.8K
1,724
建仓
COP
CONOCOPHILLIPS
+$238.1K
2,400
减持
USFR
WISDOMTREE TR
-$237.8K
17,188
-22%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$235.3K
3,288
+4%
增持
IWF
ISHARES TR
+$234.6K
2,833
+33%
建仓
CVS
CVS HEALTH CORP
+$230.3K
3,100
增持
IJR
ISHARES TR
+$230.0K
19,848
+11%
建仓
WFC
WELLS FARGO CO NEW
+$226.6K
6,061
建仓
CAT
CATERPILLAR INC
+$225.6K
986
增持
TER
TERADYNE INC
+$223.2K
9,403
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$216.1K
4,046
+1%
建仓
LCII
LCI INDS
+$215.5K
1,961
建仓
IWD
ISHARES TR
+$215.3K
1,414
建仓
CATH
GLOBAL X FDS
+$215.0K
4,283
建仓
—
THOMSON REUTERS CORP.
+$213.0K
1,637
增持
BSY
BENTLEY SYS INC
+$211.7K
27,913
+4%
建仓
NSC
NORFOLK SOUTHN CORP
+$209.2K
987
增持
SMG
SCOTTS MIRACLE-GRO CO
+$208.7K
9,028
+4%
增持
MRVL
MARVELL TECHNOLOGY INC
+$208.2K
20,854
+11%
建仓
ITOT
ISHARES TR
+$207.4K
2,291
建仓
CME
CME GROUP INC
+$207.2K
1,082
增持
XHB
SPDR SER TR
+$206.0K
23,587
+2%
增持
PRU
PRUDENTIAL FINL INC
-$205.0K
15,137
+3%
清仓
LULU
LULULEMON ATHLETICA INC
-$203.8K
0
-100%
建仓
DIS
DISNEY WALT CO
+$202.9K
2,026
增持
WSO
WATSCO INC
+$200.8K
2,543
+4%
清仓
PM
PHILIP MORRIS INTL INC
-$200.2K
0
-100%
增持
INTU
INTUIT
+$197.7K
3,269
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$196.2K
538
+3%
增持
NOW
SERVICENOW INC
+$195.7K
2,255
+3%
增持
JKHY
HENRY JACK & ASSOC INC
+$195.4K
5,842
+50%
增持
—
COOPER COS INC
+$193.5K
3,114
+6%
增持
DLB
DOLBY LABORATORIES INC
+$189.4K
9,796
+7%
减持
TRV
TRAVELERS COMPANIES INC
-$185.1K
8,900
-2%
增持
PEJ
INVESCO EXCHANGE TRADED FD T
+$181.4K
32,277
+4%
增持
POOL
POOL CORP
+$179.1K
3,153
+6%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$168.1K
6,888
+4%
减持
MGK
VANGUARD WORLD FD
+$163.9K
7,695
-6%
增持
SHM
SPDR SER TR
+$162.4K
45,152
+7%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$162.2K
11,978
+5%
增持
BX
BLACKSTONE INC
+$160.4K
8,666
+7%
增持
FICO
FAIR ISAAC CORP
+$149.2K
1,065
+6%
减持
DUK
DUKE ENERGY CORP NEW
-$145.1K
12,490
-5%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$144.9K
22,730
+10%
增持
—
KELLOGG CO
-$142.8K
39,134
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$141.3K
2,841
+5%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$140.2K
11,725
-22%
增持
VUG
VANGUARD INDEX FDS
+$140.1K
2,100
+17%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$120.6K
190,051
-2%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$117.7K
7,091
+4%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$113.8K
1,809
+4%
增持
VRSK
VERISK ANALYTICS INC
+$112.3K
6,542
+1%
减持
ADI
ANALOG DEVICES INC
+$111.9K
4,825
-6%
增持
BIO
BIO RAD LABS INC
+$111.2K
1,785
+1%
减持
DT
DYNATRACE INC
-$110.7K
16,620
-22%
减持
GILD
GILEAD SCIENCES INC
-$107.7K
19,374
-3%
增持
ECL
ECOLAB INC
+$107.1K
4,194
+4%
减持
VB
VANGUARD INDEX FDS
+$106.6K
21,553
-1%
减持
MCD
MCDONALDS CORP
+$106.1K
10,941
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$100.5K
9,771
+3%
