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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 43
增持 68
减持 27
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$13.6M
179,200
+95%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.1M
306,037
+13%
增持
JAAA
JANUS DETROIT STR TR
+$8.5M
207,101
+431%
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
VOO
VANGUARD INDEX FDS
+$8.4M
132,779
+5%
增持
IEF
ISHARES TR
+$7.2M
426,012
+15%
减持
ICSH
ISHARES TR
-$5.4M
124,868
-46%
增持
MINT
PIMCO ETF TR
+$4.9M
557,870
+10%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$4.8M
102,326
减持
AGG
ISHARES TR
-$4.7M
23,780
-68%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$3.7M
0
-100%
增持
IWF
ISHARES TR
+$3.3M
38,614
+22%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.2M
291,662
+27%
减持
SPSM
SPDR SER TR
-$2.9M
110,802
-46%
增持
MSFT
MICROSOFT CORP
+$2.2M
32,902
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.1M
210,440
-24%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.1M
17,803
-61%
减持
ISTB
ISHARES TR
-$2.0M
38,618
-53%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.9M
127,977
-18%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
16,406
+18%
增持
TCHP
T ROWE PRICE ETF INC
+$1.8M
274,722
+11%
清仓
—
FLEX LTD
-$1.8M
0
-100%
清仓
NVR
NVR INC
-$1.7M
0
-100%
建仓
JBL
JABIL INC
+$1.6M
12,642
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.6M
26,292
增持
VTI
VANGUARD INDEX FDS
+$1.6M
52,207
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
314,338
+7%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.3M
46,728
+0%
建仓
SLYV
SPDR SER TR
+$1.3M
16,011
增持
AMZN
AMAZON COM INC
+$1.3M
39,226
+7%
减持
TFI
SPDR SER TR
-$1.2M
48,220
-40%
建仓
LW
LAMB WESTON HLDGS INC
+$1.2M
10,650
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
6,872
+84%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
23,506
+13%
建仓
QQQ
INVESCO QQQ TR
+$1.1M
2,657
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.0M
155,677
+11%
增持
BIL
SPDR SER TR
+$957.9K
27,411
+63%
增持
META
META PLATFORMS INC
+$945.1K
5,938
+54%
增持
XLI
SELECT SECTOR SPDR TR
+$929.3K
38,825
+13%
增持
LLY
ELI LILLY & CO
+$924.8K
4,039
+52%
增持
XLY
SELECT SECTOR SPDR TR
+$918.7K
24,385
+14%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$909.4K
3,585
增持
XLC
SELECT SECTOR SPDR TR
+$904.6K
58,601
+15%
清仓
MUB
ISHARES TR
-$870.9K
0
-100%
增持
TDVI
FIRST TR EXCH TRADED FD III
+$858.5K
492,331
+6%
清仓
BIO
BIO RAD LABS INC
-$724.1K
0
-100%
建仓
—
MARATHON OIL CORP
+$692.3K
28,655
减持
—
EXXON MOBIL CORP
-$677.5K
13,147
-22%
增持
CACI
CACI INTL INC
+$672.7K
7,488
+34%
建仓
MOAT
VANECK ETF TRUST
+$672.2K
7,920
增持
CBRE
CBRE GROUP INC
+$671.0K
18,516
+30%
增持
HDV
ISHARES TR
+$663.4K
49,346
+12%
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$645.0K
21,931
增持
GOOG
ALPHABET INC
+$612.1K
17,448
+25%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$606.3K
2,696
增持
WMT
WALMART INC
+$595.6K
7,735
+98%
增持
COST
COSTCO WHSL CORP NEW
+$560.5K
2,036
+47%
增持
WAB
WABTEC
+$557.4K
18,560
+10%
减持
CRL
CHARLES RIV LABS INTL INC
+$545.3K
14,359
-1%
增持
IJR
ISHARES TR
+$536.1K
22,723
+11%
减持
NVDA
NVIDIA CORPORATION
+$527.4K
12,680
-4%
增持
JPM
JPMORGAN CHASE & CO
+$522.2K
15,903
+6%
减持
SPAB
SPDR SER TR
-$520.7K
7,969
-73%
建仓
IWO
ISHARES TR
+$508.3K
2,015
减持
VRSK
VERISK ANALYTICS INC
-$506.8K
3,944
-36%
增持
TKO
TKO GROUP HOLDINGS INC
+$505.1K
29,490
+30%
增持
SPTM
SPDR SER TR
+$485.4K
44,666
+10%
减持
HD
HOME DEPOT INC
-$483.1K
3,571
-37%
清仓
VV
VANGUARD INDEX FDS
-$474.5K
0
-100%
增持
QYLD
GLOBAL X FDS
+$469.7K
169,497
+15%
建仓
VLTO
VERALTO CORP
+$469.2K
5,704
增持
PANW
PALO ALTO NETWORKS INC
+$454.0K
5,150
+13%
建仓
BXC
BLUELINX HLDGS INC
+$446.1K
3,937
建仓
A
AGILENT TECHNOLOGIES INC
+$440.0K
3,165
减持
VB
VANGUARD INDEX FDS
+$430.6K
22,123
-2%
增持
SPYD
SPDR SER TR
+$423.7K
80,561
+3%
减持
SCHW
SCHWAB CHARLES CORP
-$418.4K
3,469
-71%
建仓
MELI
MERCADOLIBRE INC
+$414.9K
264
减持
XHB
SPDR SER TR
+$408.1K
23,820
-2%
增持
CLH
CLEAN HARBORS INC
+$405.5K
12,330
+18%
增持
SPMD
SPDR SER TR
+$403.3K
29,833
+24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$390.4K
4,045
+102%
增持
—
ACCENTURE PLC IRELAND
+$367.6K
2,725
+42%
减持
SPYV
SPDR SER TR
-$366.1K
50,754
-23%
增持
UNP
UNION PAC CORP
+$354.8K
2,587
+88%
增持
CATH
GLOBAL X FDS
+$349.9K
21,131
+26%
建仓
IJH
ISHARES TR
+$346.9K
1,252
增持
GOOGL
ALPHABET INC
+$343.7K
28,772
+2%
清仓
EMNT
PIMCO ETF TR
-$341.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$340.8K
15,975
+15%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$339.8K
1,331
建仓
GVI
ISHARES TR
+$330.9K
3,158
增持
BAC
BANK AMERICA CORP
+$329.0K
44,693
+4%
增持
INTC
INTEL CORP
+$328.8K
11,394
+66%
减持
APG
API GROUP CORP
+$326.6K
72,622
-14%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$317.3K
7,504
增持
ADBE
ADOBE INC
+$312.7K
2,430
+9%
建仓
WM
WASTE MGMT INC DEL
+$311.8K
1,741
增持
MGK
VANGUARD WORLD FD
+$301.7K
6,726
+6%
增持
VXF
VANGUARD INDEX FDS
+$300.6K
9,569
+8%
增持
—
LINDE PLC
+$291.8K
1,675
+57%
减持
SPYM
SPDR SER TR
+$291.6K
163,716
-7%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$290.1K
2,344
-21%
增持
RTX
RTX CORPORATION
+$287.7K
21,260
+2%
增持
IVV
ISHARES TR
+$287.4K
2,985
+13%
建仓
HON
HONEYWELL INTL INC
+$285.6K
1,362
建仓
CVS
CVS HEALTH CORP
+$284.9K
3,607
建仓
GS
GOLDMAN SACHS GROUP INC
+$279.5K
724
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$279.4K
6,127
+49%
增持
CAT
CATERPILLAR INC
+$279.1K
2,166
+64%
增持
ABT
ABBOTT LABS
+$277.7K
8,702
+24%
增持
NFLX
NETFLIX INC
+$273.0K
1,140
+53%
清仓
SHM
SPDR SER TR
-$272.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$270.1K
6,892
+2%
建仓
IDV
ISHARES TR
+$268.8K
9,602
建仓
KMB
KIMBERLY-CLARK CORP
+$265.2K
2,183
增持
ANSS
ANSYS INC
+$264.5K
3,653
+2%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$263.6K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$263.2K
6,405
清仓
VAW
VANGUARD WORLD FDS
-$263.1K
0
-100%
建仓
DE
DEERE & CO
+$261.2K
653
增持
—
ASML HOLDING N V
+$260.8K
1,207
+9%
清仓
NEE
NEXTERA ENERGY INC
-$260.7K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$259.7K
551
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$253.9K
40,566
-17%
建仓
—
MEDTRONIC PLC
+$251.4K
3,052
增持
KO
COCA COLA CO
+$250.6K
20,571
+20%
建仓
PH
PARKER-HANNIFIN CORP
+$249.0K
541
增持
AMGN
AMGEN INC
+$248.6K
2,014
+63%
减持
SPYG
SPDR SER TR
-$248.0K
55,029
-15%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$243.8K
0
-100%
建仓
BOND
PIMCO ETF TR
+$243.2K
2,630
建仓
CNQ
CANADIAN NAT RES LTD
+$242.9K
3,708
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$242.2K
2,763
增持
PEP
PEPSICO INC
+$241.0K
9,069
+18%
减持
WMG
WARNER MUSIC GROUP CORP
+$239.0K
54,621
-0%
建仓
QUAL
ISHARES TR
+$238.9K
1,624
减持
EFX
EQUIFAX INC
+$238.5K
4,333
-5%
建仓
—
GLYCOMIMETICS INC
+$238.4K
101,000
建仓
SYY
SYSCO CORP
+$238.1K
3,256
建仓
—
UBS GROUP AG
+$238.0K
7,703
建仓
CAH
CARDINAL HEALTH INC
+$238.0K
2,361
增持
EFA
ISHARES TR
+$235.8K
26,032
+4%
增持
PG
PROCTER AND GAMBLE CO
+$233.7K
15,325
+11%
建仓
—
EATON CORP PLC
+$232.9K
967
减持
WD
WALKER & DUNLOP INC
-$230.4K
10,722
-44%
建仓
ESGU
ISHARES TR
+$230.3K
2,194
增持
IWM
ISHARES TR
+$226.7K
8,855
+1%
建仓
LOW
LOWES COS INC
+$226.2K
1,017
建仓
DGRO
ISHARES TR
+$224.8K
4,176
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$224.5K
5,544
-47%
