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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 42
增持 40
减持 46
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
BINC
BLACKROCK ETF TRUST II
+$46.7M
898,345
增持
TCHP
T ROWE PRICE ETF INC
+$38.7M
1,090,341
+475%
减持
CLIP
GLOBAL X FDS
-$35.3M
2,745
-99%
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
DFIC
DIMENSIONAL ETF TRUST
+$33.6M
946,775
清仓
BASG
ADVISORS INNER CIRCLE FD III
-$32.7M
0
-100%
减持
MINT
PIMCO ETF TR
-$25.7M
569,456
-31%
建仓
SGVT
SCHWAB STRATEGIC TR
+$17.5M
173,271
增持
HGER
HARBOR ETF TRUST
+$17.2M
573,731
+2409%
增持
SPAB
SPDR SERIES TRUST
+$17.2M
688,382
+3979%
增持
BIL
SPDR SERIES TRUST
+$12.9M
143,169
+5664%
减持
VOO
VANGUARD INDEX FDS
-$11.8M
162,438
-6%
建仓
AVEM
AMERICAN CENTY ETF TR
+$10.1M
125,105
增持
BKDV
BNY MELLON ETF TRUST II
+$8.9M
1,119,430
+33%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$7.2M
276,339
-9%
减持
NOC
NORTHROP GRUMMAN CORP
+$5.4M
48,562
-0%
建仓
IEMG
ISHARES INC
+$5.3M
76,367
减持
MSFT
MICROSOFT CORP
-$5.0M
42,970
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.0M
115,325
+51%
减持
SCHZ
SCHWAB STRATEGIC TR
-$4.6M
19,497
-91%
减持
SPYG
SPDR SERIES TRUST
-$4.5M
29,695
-57%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.1M
360,560
-17%
增持
CLOI
VANECK ETF TRUST
+$4.0M
116,698
+182%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$3.6M
73,321
增持
IEFA
ISHARES TR
+$3.6M
47,017
+536%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$3.4M
127,390
减持
AAPL
APPLE INC
-$3.4M
168,937
-18%
清仓
SPYD
SPDR SERIES TRUST
-$3.2M
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$3.0M
46,431
-60%
建仓
XLE
SELECT SECTOR SPDR TR
+$2.8M
46,478
清仓
BPRE
BLUEROCK PVT REAL ESTATE FD
-$2.8M
0
-100%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$2.7M
39,026
增持
IVV
ISHARES TR
+$2.6M
8,332
+103%
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
1,178,248
+5%
建仓
MORT
VANECK ETF TRUST
+$2.5M
245,492
建仓
QFLR
INNOVATOR ETFS TRUST
+$2.3M
68,755
增持
SPEM
SPDR INDEX SHS FDS
+$2.2M
88,822
+111%
清仓
SLYG
SPDR SERIES TRUST
-$2.1M
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$2.1M
26,633
增持
—
EXXON MOBIL CORP
+$2.0M
28,550
+21%
建仓
STIP
ISHARES TR
+$2.0M
19,103
减持
XLK
SELECT SECTOR SPDR TR
-$1.9M
6,475
-67%
建仓
XLB
SELECT SECTOR SPDR TR
+$1.9M
38,849
建仓
GLDM
WORLD GOLD TR
+$1.9M
20,930
增持
IEF
ISHARES TR
+$1.9M
27,282
+293%
建仓
XBI
SPDR SERIES TRUST
+$1.8M
13,757
增持
IWF
ISHARES TR
-$1.7M
46,215
+2%
建仓
VNQ
VANGUARD INDEX FDS
+$1.7M
18,755
减持
FTLS
FIRST TR EXCH TRADED FD III
-$1.7M
39,419
-37%
减持
JNJ
JOHNSON & JOHNSON
+$1.6M
71,315
-4%
增持
VO
VANGUARD INDEX FDS
+$1.6M
36,365
+19%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$1.5M
18,335
+20%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.5M
130,262
+12%
减持
FTHI
FIRST TR EXCHANGE TRADED FD
-$1.4M
411,435
-10%
建仓
ARKK
ARK ETF TR
+$1.3M
18,921
增持
ITWO
PROSHARES TR
+$1.3M
44,699
+237%
建仓
VGT
VANGUARD WORLD FD
+$1.2M
1,786
增持
PYLD
PIMCO ETF TR
+$1.2M
469,680
+13%
建仓
INDA
ISHARES TR
+$1.2M
25,416
减持
RDDT
REDDIT INC
-$1.1M
8,900
-12%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
7,961
减持
SPYM
SPDR SERIES TRUST
-$1.1M
237,345
-1%
增持
IWD
ISHARES TR
+$1.1M
8,666
+128%
减持
XLC
SELECT SECTOR SPDR TR
-$995.6K
9,951
-44%
增持
AMZN
AMAZON COM INC
-$977.5K
52,028
+2%
减持
GOOGL
ALPHABET INC
-$972.7K
35,900
-1%
减持
INTU
INTUIT
-$959.0K
1,043
-51%
减持
MDYV
SPDR SERIES TRUST
-$942.7K
19,098
-37%
减持
AXP
AMERICAN EXPRESS CO
-$924.4K
3,388
-36%
增持
SMH
VANECK ETF TRUST
+$914.6K
4,590
+96%
减持
SPYV
SPDR SERIES TRUST
-$902.7K
68,725
-19%
建仓
PECO
PHILLIPS EDISON & CO INC
+$901.3K
24,085
减持
JPM
JPMORGAN CHASE & CO
-$882.7K
23,302
-3%
减持
EFA
ISHARES TR
-$880.8K
19,234
-33%
建仓
KJAN
INNOVATOR ETFS TRUST
+$869.3K
20,836
减持
OMC
OMNICOM GROUP INC
-$829.1K
3,964
-72%
建仓
IVW
ISHARES TR
+$806.7K
7,132
建仓
IVT
INVENTRUST PPTYS CORP
+$798.6K
26,220
清仓
AMP
AMERIPRISE FINL INC
-$796.4K
0
-100%
建仓
TER
TERADYNE INC
+$786.6K
2,653
建仓
TMSL
T ROWE PRICE ETF INC
+$783.9K
21,378
清仓
EBAY
EBAY INC.
-$773.9K
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$767.8K
44,479
+157%
建仓
ACWX
ISHARES TR
+$765.5K
11,180
清仓
EFX
EQUIFAX INC
-$763.6K
0
-100%
清仓
GWX
SPDR INDEX SHS FDS
-$755.8K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$739.3K
18,635
+16%
减持
KKR
KKR & CO INC
-$722.5K
3,319
-59%
建仓
DYNF
BLACKROCK ETF TRUST
+$719.4K
12,366
清仓
OEF
ISHARES TR
-$714.6K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$713.7K
6,404
-32%
清仓
NTAP
NETAPP INC
-$706.4K
0
-100%
减持
MDYG
SPDR SERIES TRUST
-$700.0K
12,036
-40%
清仓
PPG
PPG INDS INC
-$693.5K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$689.7K
54,460
+1%
建仓
IVE
ISHARES TR
+$684.5K
3,242
增持
T
AT&T INC
+$683.3K
88,171
+17%
减持
AJG
GALLAGHER ARTHUR J & CO
-$682.2K
1,381
-64%
建仓
XLY
SELECT SECTOR SPDR TR
+$681.9K
6,257
建仓
EJAN
INNOVATOR ETFS TRUST
+$668.8K
19,712
清仓
DECK
DECKERS OUTDOOR CORP
-$659.1K
0
-100%
建仓
—
VERIS RESIDENTIAL INC
+$659.0K
34,923
建仓
NVS
NOVARTIS AG
+$658.4K
4,310
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$647.7K
40,347
-24%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$641.7K
0
-100%
减持
DHR
DANAHER CORP DEL
-$641.7K
3,984
-35%
减持
WAB
WABTEC
-$641.1K
1,149
-75%
清仓
—
AMDOCS LTD
-$632.1K
0
-100%
建仓
BALT
INNOVATOR ETFS TRUST
+$631.9K
18,881
增持
TOUS
T ROWE PRICE ETF INC
+$618.3K
24,945
+254%
减持
HDV
ISHARES TR
+$613.6K
52,988
-2%
清仓
GEN
GEN DIGITAL INC
-$610.1K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$604.1K
5,337
-52%
增持
DELL
DELL TECHNOLOGIES INC
+$600.8K
12,179
+10%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$598.9K
0
-100%
增持
EFAA
INVESCO ACTIVELY MANAGED EXC
+$598.1K
59,504
+27%
清仓
ADBE
ADOBE INC
-$587.3K
0
-100%
增持
GEV
GE VERNOVA INC
+$579.4K
1,654
+25%
增持
LLY
ELI LILLY & CO
-$558.1K
7,270
+8%
增持
COST
COSTCO WHOLESALE CORPORATION
+$556.3K
3,626
+4%
建仓
XLV
SELECT SECTOR SPDR TR
+$555.8K
3,791
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$550.5K
1,254
-56%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$548.8K
10,060
增持
VZ
VERIZON COMMUNICATIONS INC
+$546.8K
24,588
+46%
增持
OKE
ONEOK INC NEW
+$546.5K
17,739
+23%
减持
PGR
PROGRESSIVE CORP
-$542.9K
1,699
-56%
减持
CMCSA
COMCAST CORP NEW
-$541.6K
22,130
-44%
建仓
BMAY
INNOVATOR ETFS TRUST
+$536.4K
11,953
增持
RSPA
INVESCO ACTIVELY MANAGED EXC
+$528.8K
70,083
+20%
清仓
SNOW
SNOWFLAKE INC
-$523.6K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$523.2K
147,806
+5%
清仓
NVO
NOVO-NORDISK A S
-$520.4K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$517.2K
9,477
+0%
建仓
EFV
ISHARES TR
+$507.9K
6,832
建仓
POCT
INNOVATOR ETFS TRUST
+$501.5K
11,633
清仓
VLTO
VERALTO CORP
-$499.3K
0
-100%
减持
AMGN
AMGEN INC
-$496.6K
3,140
-36%
建仓
SNA
SNAP ON INC
+$494.9K
1,363
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$494.9K
64,355
+9%
减持
QCOM
QUALCOMM INC
-$494.7K
7,095
-14%
增持
V
VISA INC
-$493.3K
10,562
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$488.9K
6,544
-44%
减持
—
MEDTRONIC PLC
-$478.8K
10,370
-28%
清仓
LPLA
LPL FINL HLDGS INC
-$477.3K
0
-100%
增持
ITOT
ISHARES TR
+$476.5K
6,478
+116%
减持
SCHA
SCHWAB STRATEGIC TR
-$465.5K
73,620
-20%
减持
—
CHUBB LTD SWITZ
-$460.4K
5,373
-24%
减持
SPTL
SPDR SERIES TRUST
-$459.5K
45,891
-27%
建仓
—
CRISPR THERAPEUTICS AG
+$452.2K
9,507
减持
ECL
ECOLAB INC
-$449.4K
1,824
-49%
清仓
DT
DYNATRACE INC
-$438.0K
0
-100%
