小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 69
减持 40
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ETF TR
+$37.5M
506,983
+282%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$25.7M
156,238
-51%
增持
VOO
VANGUARD INDEX FDS
+$24.6M
126,193
+106%
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
TDVI
FIRST TR EXCH TRADED FD III
+$7.4M
466,013
清仓
FPE
FIRST TR EXCH TRADED FD III
-$7.3M
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$5.6M
229,659
+94%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.7M
140,692
+333%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.1M
270,321
+16%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.9M
111,332
-37%
清仓
KMB
KIMBERLY-CLARK CORP
-$2.5M
0
-100%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$2.4M
39,123
增持
TCHP
T ROWE PRICE ETF INC
+$2.3M
247,377
+55%
增持
IEF
ISHARES TR
+$2.2M
370,101
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
294,019
+19%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.1M
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$2.0M
39,037
建仓
TKO
TKO GROUP HOLDINGS INC
+$1.9M
22,611
建仓
WMG
WARNER MUSIC GROUP CORP
+$1.7M
54,645
增持
WAB
WABTEC
+$1.5M
16,918
+578%
增持
CHE
CHEMED CORP NEW
+$1.4M
5,312
+104%
增持
DHR
DANAHER CORPORATION
+$1.3M
12,148
+71%
增持
—
FLEX LTD
+$1.3M
65,787
+250%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$1.2M
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$1.2M
16,888
+363%
增持
APG
API GROUP CORP
+$1.1M
84,309
+108%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.1M
49,609
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
15,978
+282%
减持
DWM
WISDOMTREE TR
-$1.1M
25,056
-45%
增持
CLH
CLEAN HARBORS INC
+$1.0M
10,434
+144%
减持
OMC
OMNICOM GROUP INC
-$1.0M
3,446
-74%
清仓
DRI
DARDEN RESTAURANTS INC
-$1.0M
0
-100%
增持
CRL
CHARLES RIV LABS INTL INC
+$1.0M
14,538
+66%
减持
MCD
MCDONALDS CORP
-$997.1K
6,731
-27%
增持
OWL
BLUE OWL CAPITAL INC
+$996.4K
132,146
+115%
清仓
—
LIBERTY MEDIA CORP DEL
-$964.9K
0
-100%
减持
MRK
MERCK & CO INC
-$909.5K
22,442
-20%
建仓
UBER
UBER TECHNOLOGIES INC
+$904.2K
19,661
清仓
AVTR
AVANTOR INC
-$895.4K
0
-100%
建仓
OKE
ONEOK INC NEW
+$844.9K
13,321
减持
VZ
VERIZON COMMUNICATIONS INC
-$841.9K
11,763
-64%
增持
VTI
VANGUARD INDEX FDS
+$841.4K
51,006
+12%
减持
LMT
LOCKHEED MARTIN CORP
-$834.7K
954
-64%
减持
CMI
CUMMINS INC
-$828.6K
1,291
-72%
清仓
ADSK
AUTODESK INC
-$825.8K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$817.4K
278,198
+13%
清仓
GIS
GENERAL MLS INC
-$806.1K
0
-100%
增持
SPYM
SPDR SER TR
+$802.7K
176,287
+14%
增持
PANW
PALO ALTO NETWORKS INC
+$787.1K
4,541
+318%
增持
IWF
ISHARES TR
+$772.2K
31,718
+14%
减持
CSCO
CISCO SYS INC
-$752.9K
18,313
-45%
增持
SPYV
SPDR SER TR
+$738.6K
66,233
+43%
减持
NOC
NORTHROP GRUMMAN CORP
-$735.2K
46,640
-0%
减持
TRV
TRAVELERS COMPANIES INC
-$731.4K
1,291
-76%
增持
COR
CENCORA INC
+$727.9K
9,954
+80%
清仓
—
WORLD WRESTLING ENTMT INC
-$723.2K
0
-100%
增持
WD
WALKER & DUNLOP INC
+$719.0K
19,136
+116%
减持
PFE
PFIZER INC
-$717.2K
34,837
-32%
增持
NVDA
NVIDIA CORPORATION
+$708.8K
13,223
+11%
减持
PAYX
PAYCHEX INC
-$697.1K
2,275
-73%
减持
AVGO
BROADCOM INC
-$691.4K
678
-53%
减持
PEP
PEPSICO INC
-$664.9K
7,668
-28%
减持
GILD
GILEAD SCIENCES INC
-$660.0K
3,555
-70%
减持
PG
PROCTER AND GAMBLE CO
-$652.4K
13,796
-21%
减持
JPM
JPMORGAN CHASE & CO
-$648.7K
15,053
-23%
减持
PRU
PRUDENTIAL FINL INC
-$634.4K
3,361
-69%
减持
AEP
AMERICAN ELEC PWR CO INC
-$632.3K
2,959
-71%
减持
JNJ
JOHNSON & JOHNSON
-$613.7K
13,888
-17%
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$605.0K
0
-100%
清仓
SQ
BLOCK INC
-$586.3K
0
-100%
减持
SO
SOUTHERN CO
-$561.2K
6,161
-55%
增持
ICSH
ISHARES TR
+$558.5K
232,148
+5%
增持
CACI
CACI INTL INC
+$549.2K
5,582
+58%
增持
GOOGL
ALPHABET INC
+$520.2K
28,087
+7%
减持
BAC
BANK AMERICA CORP
-$514.9K
42,942
-27%
减持
PSX
PHILLIPS 66
-$504.5K
3,078
-66%
增持
CBRE
CBRE GROUP INC
+$447.6K
14,252
+90%
减持
HD
HOME DEPOT INC
-$444.6K
5,694
-18%
减持
DUK
DUKE ENERGY CORP NEW
-$443.1K
3,960
-55%
增持
HDV
ISHARES TR
+$393.9K
44,184
+12%
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$387.7K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$386.4K
0
-100%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$385.8K
12,795
增持
ABBV
ABBVIE INC
+$385.4K
12,662
+14%
增持
AAPL
APPLE INC
-$373.8K
91,927
+11%
增持
NVO
NOVO-NORDISK A S
+$373.5K
13,334
+157%
增持
UNH
UNITEDHEALTH GROUP INC
+$371.1K
5,550
+10%
减持
VB
VANGUARD INDEX FDS
-$363.4K
22,684
-3%
减持
MGK
VANGUARD WORLD FD
-$354.3K
6,363
-17%
增持
—
EXXON MOBIL CORP
+$318.3K
16,941
+9%
增持
BIL
SPDR SER TR
+$317.3K
16,850
+26%
减持
—
KELLANOVA
-$313.1K
39,478
-0%
清仓
CPRT
COPART INC
-$298.3K
0
-100%
增持
LLY
ELI LILLY & CO
+$294.9K
2,662
+10%
建仓
RC
READY CAPITAL CORP
+$294.3K
29,113
增持
QYLD
GLOBAL X FDS
+$291.4K
147,248
+20%
增持
VUG
VANGUARD INDEX FDS
+$281.0K
9,047
+17%
建仓
UNP
UNION PAC CORP
+$280.6K
1,378
减持
ISTB
ISHARES TR
-$276.4K
82,812
-6%
增持
XLC
SELECT SECTOR SPDR TR
+$276.3K
51,141
+8%
减持
SPY
SPDR S&P 500 ETF TR
-$275.1K
13,934
-1%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$271.3K
0
-100%
清仓
CTVA
CORTEVA INC
-$269.3K
0
-100%
增持
INTU
INTUIT
+$268.3K
3,569
+5%
清仓
EVRG
EVERGY INC
-$264.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$247.7K
36,701
+8%
减持
MRVL
MARVELL TECHNOLOGY INC
-$232.8K
19,252
-10%
清仓
—
BROOKFIELD RENEWABLE CORP
-$232.8K
0
-100%
清仓
MOO
VANECK ETF TRUST
-$232.3K
0
-100%
建仓
QCOM
QUALCOMM INC
+$229.4K
2,066
增持
CATH
GLOBAL X FDS
+$226.8K
16,739
+40%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$223.9K
8,043
-26%
建仓
NSC
NORFOLK SOUTHN CORP
+$222.5K
1,130
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$220.4K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$218.0K
0
-100%
增持
META
META PLATFORMS INC
+$217.4K
3,853
+18%
增持
SPTM
SPDR SER TR
+$214.1K
40,490
+15%
增持
BX
BLACKSTONE INC
+$210.7K
11,332
+5%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$209.9K
0
-100%
增持
TEAM
ATLASSIAN CORPORATION
+$209.1K
5,786
+1%
增持
FLTR
VANECK ETF TRUST
+$207.1K
587,108
+1%
建仓
CRM
SALESFORCE INC
+$207.0K
1,021
清仓
OTIS
OTIS WORLDWIDE CORP
-$206.1K
0
-100%
清仓
DGRO
ISHARES TR
-$205.9K
0
-100%
清仓
DE
DEERE & CO
-$205.6K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$204.8K
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
-$204.7K
14,100
+13%
减持
SHYG
ISHARES TR
-$203.6K
129,921
-3%
增持
—
ASPEN TECHNOLOGY INC
+$201.5K
4,506
+5%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$197.3K
9,956
-22%
减持
MPWR
MONOLITHIC PWR SYS INC
-$194.9K
2,308
-1%
增持
EFX
EQUIFAX INC
-$193.0K
4,548
+4%
增持
COP
CONOCOPHILLIPS
+$185.8K
4,115
+39%
增持
IT
GARTNER INC
+$185.5K
2,538
+29%
增持
LII
LENNOX INTL INC
+$179.2K
2,971
+4%
增持
GOOG
ALPHABET INC
+$177.3K
14,007
+1%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$170.7K
3,477
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$168.5K
8,239
+12%
增持
COST
COSTCO WHSL CORP NEW
+$165.2K
1,387
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$164.3K
3,736
+11%
减持
SPYG
SPDR SER TR
-$161.2K
64,577
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$160.5K
7,893
+5%
增持
—
COOPER COS INC
-$154.7K
3,402
+5%
增持
SAIA
SAIA INC
+$153.5K
1,993
+6%
增持
MSCI
MSCI INC
+$149.4K
2,592
+3%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$147.2K
54,995
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$141.4K
551
+2%
增持
RBA
RB GLOBAL INC
+$140.3K
6,051
+53%
增持
LPLA
LPL FINL HLDGS INC
+$140.2K
4,982
+4%
减持
NVR
NVR INC
-$138.1K
291
-1%
增持
T
AT&T INC
+$133.1K
25,354
+63%
