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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 31
增持 56
减持 36
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
SPAB
SPDR SER TR
+$21.2M
839,416
+7829%
增持
MINT
PIMCO ETF TR
+$14.5M
368,266
+64%
建仓
GDX
VANECK ETF TRUST
+$14.2M
308,267
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
VOO
VANGUARD INDEX FDS
-$12.0M
164,345
-8%
减持
AVUV
AMERICAN CENTY ETF TR
-$7.4M
164,841
-27%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$7.2M
328,493
清仓
ISTB
ISHARES TR
-$6.9M
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$6.8M
0
-100%
增持
AAPL
APPLE INC
-$5.2M
264,505
+49%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$4.6M
0
-100%
减持
IWF
ISHARES TR
-$3.8M
47,363
-9%
减持
SPYG
SPDR SER TR
-$3.6M
8,806
-82%
清仓
SPYD
SPDR SER TR
-$3.4M
0
-100%
增持
IEF
ISHARES TR
+$3.1M
393,324
+6%
增持
NVDA
NVIDIA CORPORATION
-$3.0M
126,960
+1%
减持
MSFT
MICROSOFT CORP
-$2.7M
36,431
-6%
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
421,988
+14%
减持
TCHP
T ROWE PRICE ETF INC
-$2.3M
226,184
-13%
清仓
SLYG
SPDR SER TR
-$2.2M
0
-100%
减持
SPSM
SPDR SER TR
-$2.0M
189,249
-13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
226,895
+14%
减持
NOC
NORTHROP GRUMMAN CORP
+$2.0M
46,963
-0%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.9M
22,892
减持
RDDT
REDDIT INC
-$1.8M
12,347
-35%
减持
SPDW
SPDR INDEX SHS FDS
-$1.8M
15,230
-78%
增持
SPMD
SPDR SER TR
+$1.7M
118,486
+48%
减持
AVGO
BROADCOM INC
-$1.7M
11,825
-25%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
24,200
+20%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
1,313
-83%
减持
AMZN
AMAZON COM INC
-$1.5M
42,776
-2%
减持
GOOGL
ALPHABET INC
-$1.4M
33,815
-4%
增持
ISPY
PROSHARES TR
+$1.4M
149,255
+34%
增持
T
AT&T INC
+$1.3M
74,239
+107%
建仓
AVDE
AMERICAN CENTY ETF TR
+$1.2M
18,712
减持
TSLA
TESLA INC
-$1.2M
6,682
-8%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.1M
5,608
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.1M
15,700
-16%
建仓
KR
KROGER CO
+$1.1M
15,910
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.0M
275,467
-1%
建仓
CPSD
CALAMOS ETF TR
+$991.1K
41,476
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$938.4K
108,175
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$907.8K
3,658
-76%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$868.8K
18,858
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$859.0K
7,688
+8%
减持
PEP
PEPSICO INC
-$807.5K
8,422
-38%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$799.1K
372,499
+4%
清仓
HRL
HORMEL FOODS CORP
-$798.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$773.4K
2,684
增持
ABBV
ABBVIE INC
+$758.3K
16,399
+9%
增持
—
SPOTIFY TECHNOLOGY S A
+$756.4K
1,747
+282%
减持
VXF
VANGUARD INDEX FDS
-$724.4K
12,904
-17%
减持
SPYM
SPDR SER TR
-$690.7K
138,827
-3%
减持
NOW
SERVICENOW INC
-$653.7K
1,673
-11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$652.0K
301,618
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$636.4K
4,354
+34%
减持
KMB
KIMBERLY-CLARK CORP
-$620.0K
7,150
-43%
减持
SHYG
ISHARES TR
-$616.6K
18,740
-44%
清仓
GWX
SPDR INDEX SHS FDS
-$595.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$595.3K
7,270
+32%
清仓
IWO
ISHARES TR
-$589.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$581.8K
19,740
+6%
减持
GOOG
ALPHABET INC
-$578.1K
15,282
-2%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$566.7K
1,349
建仓
IWR
ISHARES TR
+$561.5K
6,600
建仓
VOT
VANGUARD INDEX FDS
+$560.6K
2,292
增持
MA
MASTERCARD INCORPORATED
+$556.9K
3,994
+29%
建仓
VFMV
VANGUARD WELLINGTON FD
+$530.6K
4,187
增持
VO
VANGUARD INDEX FDS
+$529.5K
5,948
+56%
建仓
XLU
SELECT SECTOR SPDR TR
+$523.5K
6,639
增持
VYM
VANGUARD WHITEHALL FDS
+$523.4K
30,127
+14%
增持
AMGN
AMGEN INC
+$521.7K
5,018
+26%
建仓
XLV
SELECT SECTOR SPDR TR
+$511.4K
3,503
增持
HDV
ISHARES TR
+$501.7K
51,623
+1%
建仓
LRCX
LAM RESEARCH CORP
+$494.3K
6,799
建仓
VOTE
TCW ETF TRUST
+$490.9K
7,508
减持
KKR
KKR & CO INC
-$458.1K
11,409
-5%
增持
AGG
ISHARES TR
+$445.8K
33,631
+13%
清仓
FTV
FORTIVE CORP
-$442.4K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$437.6K
61,072
-15%
建仓
FTNT
FORTINET INC
+$431.8K
4,486
清仓
BIIB
BIOGEN INC
-$431.1K
0
-100%
增持
KO
COCA COLA CO
+$430.5K
35,376
+5%
清仓
—
ASPEN TECHNOLOGY INC
-$410.6K
0
-100%
增持
—
MEDTRONIC PLC
+$397.4K
14,912
+26%
增持
MCD
MCDONALDS CORP
+$396.3K
9,985
+6%
减持
WMT
WALMART INC
-$393.5K
28,145
-11%
增持
XLF
SELECT SECTOR SPDR TR
+$392.6K
42,309
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$389.5K
8,571
+8%
清仓
CLH
CLEAN HARBORS INC
-$387.6K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$386.6K
57,025
+3%
清仓
ESGU
ISHARES TR
-$382.9K
0
-100%
建仓
SPIB
SPDR SER TR
+$374.8K
11,276
增持
MDLZ
MONDELEZ INTL INC
+$371.4K
17,889
+27%
建仓
SCHW
SCHWAB CHARLES CORP
+$359.7K
4,595
增持
—
EXXON MOBIL CORP
+$351.0K
17,751
+8%
增持
RTX
RTX CORPORATION
+$350.1K
13,356
+9%
减持
SPEM
SPDR INDEX SHS FDS
-$350.0K
7,095
-57%
增持
FLTR
VANECK ETF TRUST
+$347.5K
47,101
+40%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$346.1K
4,233
清仓
APG
API GROUP CORP
-$345.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$342.2K
20,205
+5%
减持
CAT
CATERPILLAR INC
-$338.1K
3,334
-16%
增持
PM
PHILIP MORRIS INTL INC
+$334.4K
6,737
+10%
清仓
FWONK
LIBERTY MEDIA CORP DEL
-$333.7K
0
-100%
增持
BOND
PIMCO ETF TR
+$328.8K
10,838
+46%
清仓
DVY
ISHARES TR
-$319.0K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$314.2K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$309.5K
35,440
+33%
减持
DHR
DANAHER CORPORATION
-$304.6K
5,102
-13%
增持
LLY
ELI LILLY & CO
+$303.2K
5,361
+0%
清仓
AME
AMETEK INC
-$302.3K
0
-100%
增持
DJIA
GLOBAL X FDS
+$300.1K
26,034
+113%
增持
CVX
CHEVRON CORP NEW
+$298.2K
6,082
+22%
增持
COR
CENCORA INC
+$297.3K
2,881
+28%
建仓
BNY
BANK NEW YORK MELLON CORP
+$296.1K
3,531
增持
COST
COSTCO WHSL CORP NEW
+$294.7K
3,030
+8%
清仓
—
AON PLC
-$291.3K
0
-100%
增持
MRK
MERCK & CO INC
-$287.2K
32,558
+1%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$286.7K
4,474
增持
—
AMDOCS LTD
+$283.4K
18,319
+12%
建仓
FCX
FREEPORT-MCMORAN INC
+$282.0K
7,448
减持
EAGL
2023 ETF SERIES TRUST
-$281.2K
101,037
-10%
增持
—
CHUBB LIMITED
+$279.9K
2,851
+36%
增持
DUK
DUKE ENERGY CORP NEW
+$278.8K
13,784
+6%
增持
VUG
VANGUARD INDEX FDS
-$278.8K
7,740
+1%
清仓
CACI
CACI INTL INC
-$278.4K
0
-100%
建仓
MDYV
SPDR SER TR
+$273.1K
3,545
增持
ABT
ABBOTT LABS
+$270.2K
10,293
+6%
减持
IWD
ISHARES TR
-$267.4K
2,040
-42%
建仓
C
CITIGROUP INC
+$266.2K
3,750
减持
A
AGILENT TECHNOLOGIES INC
-$265.6K
1,948
-47%
清仓
BIL
SPDR SER TR
-$261.6K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$259.4K
0
-100%
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$259.3K
4,331
建仓
ELV
ELEVANCE HEALTH INC
+$258.6K
595
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$257.0K
3,206
-10%
增持
GE
GE AEROSPACE
+$254.0K
6,387
+4%
建仓
GD
GENERAL DYNAMICS CORP
+$252.7K
927
清仓
THO
THOR INDS INC
-$250.3K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$247.2K
0
-100%
建仓
CLIP
GLOBAL X FDS
+$246.1K
2,451
增持
QCOM
QUALCOMM INC
+$244.4K
8,154
+24%
增持
VTV
VANGUARD INDEX FDS
+$241.6K
3,757
+56%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$239.6K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION
+$238.8K
18,639
+35%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$236.4K
0
-100%
增持
FLTB
FIDELITY MERRIMACK STR TR
+$231.9K
12,450
+58%
减持
CRL
CHARLES RIV LABS INTL INC
-$230.6K
2,006
-30%
清仓
JBL
JABIL INC
-$230.0K
0
-100%
建仓
MDYG
SPDR SER TR
+$227.7K
2,866
