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Meeder Advisory Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Meeder Advisory Services, Inc.
报告期 2026-03-31 · CIK 0001792167
持仓数
690
前50大市值合计
$1.64B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 78
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$18.0M
178,657
增持
AAPL
APPLE INC
+$9.0M
315,416
+3%
增持
IEFA
ISHARES TR
+$8.7M
783,997
+9%
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
MUB
ISHARES TR
+$6.2M
718,056
+7%
增持
IEMG
ISHARES INC
+$6.0M
909,209
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$5.7M
1,514,512
+6%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.1M
0
-100%
增持
TSLA
TESLA INC
+$3.2M
39,794
+9%
增持
IGSB
ISHARES TR
+$2.7M
664,654
+5%
减持
META
META PLATFORMS INC
+$2.5M
38,135
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$2.3M
247,800
+8%
增持
BND
VANGUARD BD INDEX FDS
+$2.2M
257,653
+8%
增持
MSFT
MICROSOFT CORP
-$2.1M
143,970
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$2.0M
929,931
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
16,424
+9%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.8M
135,503
+14%
减持
SPEM
SPDR INDEX SHS FDS
+$1.8M
613,979
-2%
增持
IDV
ISHARES TR
+$1.7M
273,835
+15%
减持
GOOG
ALPHABET INC
-$1.7M
95,325
-1%
增持
HD
HOME DEPOT INC
+$1.6M
23,521
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.5M
1,061,538
-9%
增持
AVGO
BROADCOM INC
+$1.5M
87,561
+931%
增持
HYMB
SPDR SER TR
+$1.5M
388,851
+13%
建仓
—
TE CONNECTIVITY PLC
+$1.4M
9,434
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
139,205
+8%
清仓
—
TE CONNECTIVITY LTD
-$1.4M
0
-100%
增持
CINF
CINCINNATI FINL CORP
+$1.3M
12,111
+328%
增持
ORCL
ORACLE CORP
+$1.3M
36,097
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
29,350
-3%
增持
ABBV
ABBVIE INC
+$1.2M
39,122
+3%
增持
MCD
MCDONALDS CORP
+$1.1M
17,395
+6%
增持
WMT
WALMART INC
+$1.1M
80,870
+1%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
12,340
+81%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
15,918
+3%
增持
EFG
ISHARES TR
+$988.5K
29,870
+37%
增持
GOOGL
ALPHABET INC
-$980.7K
104,326
+4%
增持
KO
COCA COLA CO
+$948.8K
67,354
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$899.1K
15,849
+5%
增持
LOW
LOWES COS INC
+$853.5K
14,593
+4%
增持
LQD
ISHARES TR
+$790.6K
36,552
+17%
减持
—
LAM RESEARCH CORP
-$783.6K
2,983
-1%
减持
CVX
CHEVRON CORP NEW
-$773.0K
33,288
-8%
减持
MRK
MERCK & CO INC
-$736.3K
47,594
-4%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$724.6K
21,131
减持
AMAT
APPLIED MATLS INC
-$714.7K
16,804
-4%
增持
NVDA
NVIDIA CORPORATION
+$712.5K
479,954
+3%
减持
INTC
INTEL CORP
-$711.8K
51,645
-17%
增持
CAT
CATERPILLAR INC
+$696.0K
11,991
+0%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$683.4K
192,967
+15%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$667.9K
94,973
+14%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$663.6K
5,834
-3%
减持
QCOM
QUALCOMM INC
-$656.4K
18,195
-3%
增持
SCHA
SCHWAB STRATEGIC TR
+$656.4K
91,984
+7%
增持
—
ACCENTURE PLC IRELAND
+$640.7K
11,471
+2%
增持
JNJ
JOHNSON & JOHNSON
+$638.6K
36,477
+1%
增持
PH
PARKER-HANNIFIN CORP
+$637.4K
4,941
+1%
增持
AXP
AMERICAN EXPRESS CO
+$627.9K
13,499
+3%
增持
BX
BLACKSTONE INC
+$614.0K
16,485
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$612.9K
4,926
+2%
增持
PM
PHILIP MORRIS INTL INC
+$604.6K
23,753
+6%
增持
—
BLACKROCK INC
+$578.7K
3,345
+1%
建仓
SCHG
SCHWAB STRATEGIC TR
+$571.2K
5,483
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$570.9K
37,124
+16%
减持
GE
GE AEROSPACE
+$550.6K
21,466
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$527.4K
12,351
+2%
建仓
DVY
ISHARES TR
+$498.5K
3,691
增持
NOW
SERVICENOW INC
+$494.9K
4,273
+1%
增持
GEV
GE VERNOVA INC
+$494.6K
5,075
+9%
增持
VB
VANGUARD INDEX FDS
+$487.7K
21,075
+2%
增持
MU
MICRON TECHNOLOGY INC
-$486.1K
19,656
+2%
增持
PGR
PROGRESSIVE CORP
+$466.4K
10,027
+0%
减持
NVO
NOVO-NORDISK A S
-$458.6K
3,569
-42%
减持
JPM
JPMORGAN CHASE & CO.
+$446.8K
66,777
-1%
减持
DXCM
DEXCOM INC
-$446.0K
5,661
-22%
减持
SBUX
STARBUCKS CORP
+$439.7K
28,853
-5%
增持
COST
COSTCO WHSL CORP NEW
+$438.9K
8,131
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$435.7K
5,076
+1%
减持
FISV
FISERV INC
+$430.1K
14,890
-1%
增持
DHI
D R HORTON INC
+$428.1K
8,248
+1%
建仓
VST
VISTRA CORP
+$412.6K
3,481
清仓
MRNA
MODERNA INC
-$409.3K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$408.2K
59,998
-6%
减持
NEE
NEXTERA ENERGY INC
+$406.8K
35,255
-3%
增持
T
AT&T INC
+$404.8K
114,990
+3%
增持
EFX
EQUIFAX INC
+$403.9K
3,753
+30%
减持
CEG
CONSTELLATION ENERGY CORP
+$403.7K
6,991
-1%
建仓
VBR
VANGUARD INDEX FDS
+$401.2K
1,998
增持
CARR
CARRIER GLOBAL CORPORATION
+$399.0K
21,674
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$396.4K
7,265
-2%
增持
SPGI
S&P GLOBAL INC
+$393.3K
5,303
+1%
减持
MCK
MCKESSON CORP
-$384.9K
3,721
-2%
减持
DIS
DISNEY WALT CO
-$383.4K
23,602
-12%
减持
GILD
GILEAD SCIENCES INC
+$381.0K
25,672
-1%
减持
HCA
HCA HEALTHCARE INC
+$378.5K
5,098
-3%
减持
DHR
DANAHER CORPORATION
+$378.1K
13,939
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$376.5K
7,244
-5%
建仓
FERG
FERGUSON ENTERPRISES INC
+$373.9K
1,883
减持
URI
UNITED RENTALS INC
+$373.0K
2,364
-1%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$360.6K
1,820
增持
SCHF
SCHWAB STRATEGIC TR
+$358.3K
21,603
+57%
建仓
—
CRH PLC
+$356.1K
3,840
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$355.6K
26,981
+8%
增持
ISRG
INTUITIVE SURGICAL INC
+$352.6K
7,386
+0%
增持
MELI
MERCADOLIBRE INC
+$352.5K
706
+6%
增持
SECT
NORTHERN LTS FD TR IV
+$351.5K
10,386
+156%
增持
V
VISA INC
+$346.9K
27,087
+0%
增持
IVV
ISHARES TR
+$338.9K
1,394
+64%
清仓
DG
DOLLAR GEN CORP NEW
-$336.4K
0
-100%
减持
RTX
RTX CORPORATION
+$332.1K
23,698
-6%
增持
CTAS
CINTAS CORP
+$331.2K
14,309
+283%
减持
BA
BOEING CO
-$328.4K
9,538
-2%
增持
NEM
NEWMONT CORP
+$324.7K
16,268
+25%
减持
AFL
AFLAC INC
+$322.8K
17,274
-4%
减持
GS
GOLDMAN SACHS GROUP INC
+$321.1K
7,545
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$320.2K
6,371
+7%
增持
MO
ALTRIA GROUP INC
+$317.0K
37,380
+7%
减持
EW
EDWARDS LIFESCIENCES CORP
-$316.0K
9,115
-8%
建仓
—
SMURFIT WESTROCK PLC
+$307.5K
6,223
增持
PWR
QUANTA SVCS INC
+$305.4K
3,085
+28%
减持
F
FORD MTR CO
-$303.8K
76,146
-14%
减持
COP
CONOCOPHILLIPS
-$301.6K
24,361
-3%
减持
PNC
PNC FINL SVCS GROUP INC
+$301.6K
11,544
-2%
建仓
—
ROYAL CARIBBEAN GROUP
+$301.3K
1,699
增持
ADBE
ADOBE INC
-$299.1K
9,034
+1%
增持
—
AON PLC
+$298.3K
3,959
+8%
减持
MMM
3M CO
+$298.2K
9,179
-2%
增持
PSA
PUBLIC STORAGE OPER CO
+$288.6K
3,594
+1%
清仓
—
FERGUSON PLC NEW
-$283.9K
0
-100%
减持
BAC
BANK AMERICA CORP
-$283.6K
116,189
-6%
减持
NFLX
NETFLIX INC
+$281.7K
9,211
-1%
建仓
EXP
EAGLE MATLS INC
+$279.6K
972
减持
WELL
WELLTOWER INC
+$279.1K
12,361
-1%
增持
SO
SOUTHERN CO
+$278.4K
20,236
+2%
增持
EQIX
EQUINIX INC
+$277.4K
2,088
+0%
建仓
NTRS
NORTHERN TR CORP
+$277.1K
3,078
清仓
—
U S SILICA HLDGS INC
-$276.2K
0
-100%
减持
ABNB
AIRBNB INC
-$272.3K
7,545
-7%
建仓
VRT
VERTIV HOLDINGS CO
+$272.3K
2,737
增持
AEP
AMERICAN ELEC PWR CO INC
+$271.9K
13,090
+7%
减持
TMUS
T-MOBILE US INC
+$269.8K
9,868
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$268.6K
21,200
-5%
增持
DUK
DUKE ENERGY CORP NEW
+$266.8K
12,995
+6%
建仓
SNA
SNAP ON INC
+$266.5K
920
增持
VUG
VANGUARD INDEX FDS
+$265.3K
6,081
+10%
建仓
IVE
ISHARES TR
+$264.6K
1,342
增持
PHM
PULTE GROUP INC
+$261.4K
4,381
+31%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$261.4K
4,544
建仓
—
PREMIER INC
+$259.6K
12,978
建仓
AFRM
AFFIRM HLDGS INC
+$258.6K
6,334
建仓
ONTO
ONTO INNOVATION INC
+$258.4K
1,245
