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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 32
增持 73
减持 33
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IWD
ISHARES TR
-$35.9M
3,802
-98%
增持
BKDV
BNY MELLON ETF TRUST II
+$24.1M
838,842
+10446%
建仓
PYLD
PIMCO ETF TR
+$11.1M
416,426
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
VONV
VANGUARD SCOTTSDALE FDS
+$10.7M
116,318
增持
VOO
VANGUARD INDEX FDS
+$7.7M
173,663
+5%
增持
VO
VANGUARD INDEX FDS
+$7.2M
30,604
+449%
减持
SPMD
SPDR SERIES TRUST
-$6.1M
5,907
-95%
减持
CLIP
GLOBAL X FDS
-$5.6M
355,079
-13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.9M
303,355
+4%
增持
SPYV
SPDR SERIES TRUST
+$3.5M
84,338
+255%
增持
GOOGL
ALPHABET INC
+$3.2M
36,090
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.1M
435,010
+8%
建仓
SAMT
ADVISORS INNER CIRCLE FD III
+$3.1M
79,983
减持
AAPL
APPLE INC
+$2.8M
204,941
-22%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$2.8M
184,225
增持
IWF
ISHARES TR
+$2.7M
45,220
+13%
增持
LLY
ELI LILLY & CO
+$2.6M
6,741
+11%
增持
SPYG
SPDR SERIES TRUST
+$2.6M
69,505
+51%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$2.6M
62,437
+139%
减持
JAAA
JANUS DETROIT STR TR
-$2.2M
1,122,026
-3%
减持
BASG
ADVISORS INNER CIRCLE FD III
-$2.2M
1,265,863
-4%
增持
BOND
PIMCO ETF TR
+$2.1M
37,127
+161%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.0M
52,917
+374%
减持
XLF
SELECT SECTOR SPDR TR
-$2.0M
4,482
-89%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.9M
44,556
增持
NOC
NORTHROP GRUMMAN CORP
-$1.9M
48,606
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$1.8M
7,825
+364%
增持
MDYV
SPDR SERIES TRUST
+$1.6M
30,348
+174%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
115,604
+42%
增持
GOVT
ISHARES TR
+$1.6M
78,864
+630%
建仓
GENM
SPINNAKER ETF SERIES
+$1.6M
152,035
增持
MRK
MERCK & CO INC
+$1.5M
42,258
+19%
增持
SPIB
SPDR SERIES TRUST
+$1.4M
52,925
+345%
增持
SPTL
SPDR SERIES TRUST
+$1.4M
62,957
+481%
增持
AVGO
BROADCOM INC
+$1.3M
15,774
+26%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
24,013
+17%
增持
GOOG
ALPHABET INC
+$1.2M
16,546
+2%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$1.2M
457,777
+13%
清仓
—
KELLANOVA
-$1.2M
0
-100%
增持
MDYG
SPDR SERIES TRUST
+$1.1M
20,070
+156%
增持
RSPA
INVESCO ACTIVELY MANAGED EXC
+$1.1M
58,380
+56%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
94,888
+5%
增持
MINT
PIMCO ETF TR
+$1.0M
826,843
+2%
减持
JNJ
JOHNSON & JOHNSON
+$1.0M
74,649
-3%
增持
SPEM
SPDR INDEX SHS FDS
+$999.2K
42,103
+103%
增持
MSFT
MICROSOFT CORP
-$919.1K
43,479
+3%
增持
EFAA
INVESCO ACTIVELY MANAGED EXC
+$912.6K
46,997
+53%
增持
SCHA
SCHWAB STRATEGIC TR
+$864.8K
91,516
+47%
建仓
SPSB
SPDR SERIES TRUST
+$843.1K
27,919
减持
META
META PLATFORMS INC
-$822.2K
8,780
-3%
减持
NVDA
NVIDIA CORPORATION
-$811.6K
141,022
-3%
建仓
HYG
ISHARES TR
+$797.1K
9,886
建仓
SPLB
SPDR SERIES TRUST
+$791.8K
35,067
增持
GPIQ
GOLDMAN SACHS ETF TR
+$759.7K
117,686
+13%
增持
AMZN
AMAZON COM INC
+$738.7K
51,180
+1%
建仓
OEF
ISHARES TR
+$714.6K
27,817
增持
ABBV
ABBVIE INC
+$707.3K
21,013
+19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$699.5K
88,000
+21%
建仓
PSBD
PALMER SQUARE CAPITAL BDC IN
+$684.6K
56,161
增持
SPSM
SPDR SERIES TRUST
+$674.0K
131,154
+11%
清仓
IWR
ISHARES TR
-$661.8K
0
-100%
增持
MCK
MCKESSON CORP
+$631.2K
2,831
+29%
增持
RTX
RTX CORPORATION
+$627.4K
16,442
+15%
增持
WMT
WALMART INC
+$578.8K
38,101
+7%
增持
NFLX
NETFLIX INC
-$559.7K
13,505
+787%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$555.1K
6,622
-68%
清仓
—
VERIS RESIDENTIAL INC
-$531.9K
0
-100%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$519.1K
15,121
-42%
增持
KO
COCA COLA CO
+$512.2K
44,570
+14%
清仓
—
INTERPUBLIC GROUP COS INC
-$499.3K
0
-100%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$490.3K
0
-100%
增持
CSCO
CISCO SYS INC
+$490.1K
30,315
+12%
建仓
UPS
UNITED PARCEL SERVICE INC
+$482.7K
4,867
减持
KLAC
KLA CORP
-$473.6K
380
-56%
减持
T
AT&T INC
-$469.7K
75,393
-9%
减持
RDDT
REDDIT INC
-$468.8K
10,082
-17%
减持
AGG
ISHARES TR
-$456.8K
34,515
-11%
清仓
TTD
THE TRADE DESK INC
-$437.1K
0
-100%
增持
TJX
TJX COS INC NEW
+$429.6K
7,603
+49%
建仓
DBEF
DBX ETF TR
+$427.7K
8,890
建仓
IBDS
ISHARES TR
+$426.3K
17,556
建仓
IOT
SAMSARA INC
+$422.7K
11,924
减持
HDV
ISHARES TR
-$419.7K
54,091
-5%
增持
ISPY
PROSHARES TR
+$418.9K
166,799
+5%
增持
OMC
OMNICOM GROUP INC
+$394.9K
13,965
+55%
增持
ORCL
ORACLE CORP
-$392.4K
4,839
+2%
增持
—
ACCENTURE PLC IRELAND
+$392.2K
3,587
+55%
减持
MSTR
STRATEGY INC
-$382.3K
2,054
-5%
建仓
APD
AIR PRODS & CHEMS INC
+$377.3K
1,527
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$375.8K
0
-100%
建仓
SHY
ISHARES TR
+$365.6K
4,415
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$365.1K
9,471
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$363.3K
28,239
-10%
增持
BAC
BANK AMERICA CORP
+$362.9K
47,820
+9%
增持
—
EXXON MOBIL CORP
+$361.8K
23,597
+7%
增持
USB
US BANCORP DEL
+$356.0K
12,589
+93%
减持
—
ALCON AG
-$355.7K
2,633
-65%
减持
MRVL
MARVELL TECHNOLOGY INC
-$355.5K
9,714
-31%
建仓
NTRS
NORTHERN TR CORP
+$354.5K
2,596
增持
NOW
SERVICENOW INC
-$353.0K
5,992
+334%
增持
V
VISA INC
+$352.2K
10,509
+8%
建仓
CL
COLGATE PALMOLIVE CO
+$350.5K
4,436
建仓
PWRD
TCW ETF TRUST
+$348.9K
3,629
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$347.8K
30,420
+45%
建仓
NKE
NIKE INC
+$345.4K
5,421
建仓
WBD
WARNER BROS DISCOVERY INC
+$336.5K
11,675
增持
AMT
AMERICAN TOWER CORP NEW
+$334.9K
3,075
+188%
增持
NEE
NEXTERA ENERGY INC
+$334.0K
8,654
+81%
建仓
MLI
MUELLER INDS INC
+$327.0K
2,848
清仓
REIT
ALPS ETF TR
-$326.8K
0
-100%
建仓
IBTG
ISHARES TR
+$325.7K
14,240
减持
CTAS
CINTAS CORP
-$319.3K
3,141
-29%
建仓
SHEL
SHELL PLC
+$315.8K
4,298
减持
LW
LAMB WESTON HLDGS INC
-$314.4K
17,557
-3%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$314.3K
11,597
增持
COR
CENCORA INC
+$312.0K
3,382
+27%
增持
ACWI
ISHARES TR
+$311.8K
36,361
+4%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$310.2K
15,169
+61%
增持
MU
MICRON TECHNOLOGY INC
+$307.2K
2,796
+2%
建仓
IBDV
ISHARES TR
+$302.6K
13,709
减持
FPE
FIRST TR EXCH TRADED FD III
-$301.7K
39,303
-30%
减持
AJG
GALLAGHER ARTHUR J & CO
-$299.8K
3,791
-8%
建仓
AIQ
GLOBAL X FDS
+$299.3K
5,886
清仓
FWONK
LIBERTY MEDIA CORP DEL
-$297.6K
0
-100%
建仓
TGT
TARGET CORP
+$291.5K
2,983
增持
SYK
STRYKER CORPORATION
+$291.4K
1,794
+96%
建仓
—
STERIS PLC
+$291.0K
1,148
减持
AVUV
AMERICAN CENTY ETF TR
-$290.8K
76,189
-6%
减持
XLI
SELECT SECTOR SPDR TR
-$290.6K
14,313
-12%
减持
—
FLEX LTD
-$279.1K
24,439
-19%
增持
GLD
SPDR GOLD TR
+$275.2K
4,022
+8%
减持
QCOM
QUALCOMM INC
-$273.9K
8,234
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$271.1K
9,889
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$269.6K
1,891
+6%
减持
—
EATON CORP PLC
-$269.0K
1,234
-30%
减持
CAH
CARDINAL HEALTH INC
+$268.4K
6,856
-6%
增持
SPTM
SPDR SERIES TRUST
+$267.7K
52,097
+4%
清仓
QUAL
ISHARES TR
-$266.8K
0
-100%
增持
LOW
LOWES COS INC
+$266.0K
2,648
+79%
清仓
IVW
ISHARES TR
-$264.4K
0
-100%
建仓
SARO
STANDARDAERO INC
+$263.9K
9,200
清仓
ZS
ZSCALER INC
-$263.4K
0
-100%
建仓
CNI
CANADIAN NATL RY CO
+$263.0K
2,661
减持
VTI
VANGUARD INDEX FDS
-$262.3K
54,168
-4%
增持
VB
VANGUARD INDEX FDS
+$259.1K
16,055
+5%
增持
ADI
ANALOG DEVICES INC
+$258.6K
2,605
+43%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$255.8K
3,668
-54%
增持
MS
MORGAN STANLEY
+$252.0K
4,873
+26%
增持
HD
HOME DEPOT INC
-$248.5K
5,649
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$248.1K
29,976
+43%
