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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 35
增持 83
减持 22
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$34.8M
207,832
-63%
增持
VOO
VANGUARD INDEX FDS
+$22.7M
167,960
+26%
建仓
AVUV
AMERICAN CENTY ETF TR
+$15.2M
162,054
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。
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$11.4M
102,229
-67%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$9.0M
518,894
清仓
TDVI
FIRST TR EXCH TRADED FD III
-$8.3M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.5M
324,637
+109%
增持
NVDA
NVIDIA CORPORATION
+$5.8M
13,408
+6%
减持
AAPL
APPLE INC
-$5.7M
151,164
-16%
建仓
EAGL
2023 ETF SERIES TRUST
+$5.4M
214,202
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.2M
144,157
+13%
增持
SPYM
SPDR SER TR
+$4.0M
213,366
+30%
增持
ISTB
ISHARES TR
+$3.7M
117,266
+204%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.7M
270,728
-12%
增持
SPSM
SPDR SER TR
+$2.7M
170,774
+54%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
19,996
+22%
增持
ICSH
ISHARES TR
+$2.6M
175,165
+40%
增持
MSFT
MICROSOFT CORP
+$2.5M
35,253
+7%
建仓
CCK
CROWN HLDGS INC
+$2.5M
30,972
清仓
TKO
TKO GROUP HOLDINGS INC
-$2.4M
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.3M
64,126
+144%
增持
IWF
ISHARES TR
+$2.2M
41,302
+7%
增持
SPMD
SPDR SER TR
+$1.9M
63,801
+114%
增持
AMZN
AMAZON COM INC
+$1.8M
43,206
+10%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$1.7M
12,097
+237%
增持
XLC
SELECT SECTOR SPDR TR
+$1.6M
71,142
+21%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.5M
63,509
-38%
增持
XLI
SELECT SECTOR SPDR TR
+$1.5M
46,876
+21%
建仓
COO
COOPER COS INC
+$1.4M
14,234
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
清仓
PBH
PRESTIGE CONSMR HEALTHCARE I
-$1.4M
0
-100%
减持
BIL
SPDR SER TR
-$1.4M
12,248
-55%
建仓
DG
DOLLAR GEN CORP NEW
+$1.3M
8,460
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
28,053
+19%
增持
LW
LAMB WESTON HLDGS INC
+$1.3M
23,164
+118%
增持
IEF
ISHARES TR
+$1.2M
446,990
+5%
清仓
—
COOPER COS INC
-$1.2M
0
-100%
增持
MOAT
VANECK ETF TRUST
+$1.2M
21,179
+167%
增持
FLTR
VANECK ETF TRUST
+$1.2M
630,772
+7%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.2M
315,174
+8%
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$1.2M
26,939
增持
LLY
ELI LILLY & CO
+$1.2M
4,531
+12%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
3,395
-37%
减持
TCHP
T ROWE PRICE ETF INC
+$1.1M
273,410
-0%
建仓
PGR
PROGRESSIVE CORP
+$1.1M
5,378
增持
XLY
SELECT SECTOR SPDR TR
+$1.1M
29,748
+22%
建仓
KKR
KKR & CO INC
+$1.1M
10,983
建仓
CLOI
VANECK ETF TRUST
+$1.1M
20,482
减持
PM
PHILIP MORRIS INTL INC
-$1.0M
5,541
-66%
增持
QQQ
INVESCO QQQ TR
+$1.0M
4,774
+80%
减持
VTI
VANGUARD INDEX FDS
+$1.0M
51,515
-1%
增持
JPM
JPMORGAN CHASE & CO
+$993.7K
18,467
+16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$985.6K
220,564
+5%
建仓
APD
AIR PRODS & CHEMS INC
+$984.5K
4,064
清仓
ADI
ANALOG DEVICES INC
-$893.7K
0
-100%
建仓
KLAC
KLA CORP
+$873.3K
1,250
增持
GOOGL
ALPHABET INC
+$843.2K
32,216
+12%
增持
META
META PLATFORMS INC
+$833.3K
6,044
+2%
减持
WAB
WABTEC
-$790.6K
10,740
-42%
减持
ADBE
ADOBE INC
-$781.6K
1,324
-46%
增持
CACI
CACI INTL INC
+$777.9K
8,455
+13%
增持
HDV
ISHARES TR
+$773.2K
52,681
+7%
减持
SHV
ISHARES TR
-$755.6K
4,801
-59%
建仓
TGT
TARGET CORP
+$740.8K
4,181
增持
V
VISA INC
+$739.9K
12,835
+18%
增持
MRK
MERCK & CO INC
+$723.5K
24,609
+6%
减持
SLYV
SPDR SER TR
-$722.6K
7,368
-54%
减持
NKE
NIKE INC
-$716.8K
4,907
-55%
增持
PEP
PEPSICO INC
+$696.6K
12,781
+41%
增持
HD
HOME DEPOT INC
+$695.2K
5,039
+41%
清仓
—
MARATHON OIL CORP
-$692.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$684.0K
18,057
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$674.3K
7,432
+8%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$673.6K
49,849
+21%
增持
NOC
NORTHROP GRUMMAN CORP
+$657.3K
47,075
+1%
减持
SPYV
SPDR SER TR
-$654.6K
34,172
-33%
增持
CAT
CATERPILLAR INC
+$647.3K
3,515
+62%
增持
AVGO
BROADCOM INC
+$628.3K
1,051
+53%
建仓
ABNB
AIRBNB INC
+$606.2K
3,675
减持
IJR
ISHARES TR
-$597.2K
16,853
-26%
建仓
NEE
NEXTERA ENERGY INC
+$596.3K
9,330
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$580.8K
3,220
+32%
增持
VYM
VANGUARD WHITEHALL FDS
+$566.7K
25,803
+13%
增持
AJG
GALLAGHER ARTHUR J & CO
+$565.2K
4,685
+74%
增持
MA
MASTERCARD INCORPORATED
+$551.2K
2,434
+67%
增持
ABBV
ABBVIE INC
+$543.9K
14,202
+8%
增持
COST
COSTCO WHSL CORP NEW
+$521.2K
2,546
+25%
增持
CLH
CLEAN HARBORS INC
+$518.5K
13,264
+8%
增持
—
ASML HOLDING N V
+$506.2K
1,463
+21%
增持
APG
API GROUP CORP
+$498.4K
76,677
+6%
减持
CRL
CHARLES RIV LABS INTL INC
+$495.6K
14,357
-0%
建仓
WDAY
WORKDAY INC
+$491.2K
1,801
增持
—
EXXON MOBIL CORP
+$485.5K
15,484
+18%
增持
CBRE
CBRE GROUP INC
+$475.9K
22,620
+22%
建仓
CLX
CLOROX CO DEL
+$474.8K
3,101
增持
VXF
VANGUARD INDEX FDS
+$472.3K
11,671
+22%
建仓
SGOV
ISHARES TR
+$469.1K
4,658
建仓
SRE
SEMPRA
+$465.9K
6,486
清仓
BXC
BLUELINX HLDGS INC
-$446.1K
0
-100%
增持
MCD
MCDONALDS CORP
+$440.7K
8,811
+28%
建仓
APH
AMPHENOL CORP NEW
+$436.4K
3,783
增持
WM
WASTE MGMT INC DEL
+$429.1K
3,476
+100%
增持
NVO
NOVO-NORDISK A S
+$425.0K
13,890
+6%
增持
EW
EDWARDS LIFESCIENCES CORP
+$424.6K
15,318
+12%
增持
WMT
WALMART INC
+$422.1K
27,282
+253%
减持
ANSS
ANSYS INC
-$421.6K
2,604
-29%
减持
OWL
BLUE OWL CAPITAL INC
-$420.8K
72,681
-40%
建仓
HRL
HORMEL FOODS CORP
+$413.2K
11,844
增持
KO
COCA COLA CO
+$412.8K
26,562
+29%
增持
DUK
DUKE ENERGY CORP NEW
+$409.6K
9,417
+82%
建仓
KDP
KEURIG DR PEPPER INC
+$408.0K
13,302
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$406.6K
10,623
+13%
增持
UBER
UBER TECHNOLOGIES INC
+$406.0K
19,098
+10%
建仓
MPC
MARATHON PETE CORP
+$405.2K
2,010
增持
VB
VANGUARD INDEX FDS
+$402.3K
22,407
+1%
增持
XHB
SPDR SER TR
+$401.8K
24,021
+1%
建仓
HCA
HCA HEALTHCARE INC
+$399.6K
1,198
建仓
—
AMDOCS LTD
+$397.9K
4,403
建仓
EOG
EOG RES INC
+$397.5K
3,110
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$397.5K
3,253
减持
WMG
WARNER MUSIC GROUP CORP
-$396.5K
47,194
-14%
增持
SAIA
SAIA INC
+$394.7K
2,101
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$393.4K
2,110
+69%
增持
CTAS
CINTAS CORP
+$386.3K
873
+146%
增持
JBL
JABIL INC
+$385.4K
14,901
+18%
增持
WRB
BERKLEY W R CORP
+$381.4K
15,885
+10%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$376.6K
508
+6%
增持
DIS
DISNEY WALT CO
+$361.2K
7,807
+19%
建仓
MET
METLIFE INC
+$356.0K
4,803
增持
KMB
KIMBERLY-CLARK CORP
+$337.9K
4,662
+114%
建仓
AMAT
APPLIED MATLS INC
+$336.6K
1,633
建仓
AZO
AUTOZONE INC
+$334.1K
106
建仓
SPGI
S&P GLOBAL INC
+$328.0K
771
减持
ON
ON SEMICONDUCTOR CORP
-$327.7K
16,353
-11%
增持
QYLD
GLOBAL X FDS
+$325.7K
182,290
+8%
增持
NOW
SERVICENOW INC
+$324.2K
2,514
+12%
建仓
TMUS
T-MOBILE US INC
+$320.0K
1,961
清仓
SHEL
SHELL PLC
-$317.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$313.5K
17,810
+11%
建仓
ROP
ROPER TECHNOLOGIES INC
+$309.0K
551
增持
MGK
VANGUARD WORLD FD
+$309.0K
7,168
+7%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$308.4K
1,207
增持
FTV
FORTIVE CORP
+$306.7K
13,944
+15%
增持
SBUX
STARBUCKS CORP
+$306.2K
8,637
+72%
增持
MRVL
MARVELL TECHNOLOGY INC
+$302.5K
18,914
+10%
增持
DWM
WISDOMTREE TR
+$302.2K
29,793
+18%
建仓
—
TRANE TECHNOLOGIES PLC
+$300.9K
1,002
增持
ZWS
ZURN ELKAY WATER SOLNS CORP
+$298.4K
28,563
+30%
清仓
—
SPLUNK INC
-$296.8K
0
-100%
增持
AMGN
AMGEN INC
+$296.1K
3,082
+53%
