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Addison Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Addison Advisors LLC
报告期 2026-03-31 · CIK 0001843745
持仓数
980
前50大市值合计
$318.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 120
减持 12
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE TR
+$2.4M
48,434
清仓
—
WISDOMTREE TR
-$2.3M
0
-100%
增持
IVV
ISHARES TR
+$1.4M
4,954
+172%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
8,451
+57%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.1M
115
-99%
增持
QDF
FLEXSHARES TR
+$892.0K
38,276
+71%
增持
VTIP
VANGUARD MALVERN FDS
+$773.0K
46,052
+49%
增持
AAPL
APPLE INC
+$730.0K
32,031
+17%
建仓
EFA
ISHARES TR
+$599.0K
8,143
增持
—
EXXON MOBIL CORP
+$559.0K
21,258
+9%
增持
—
TEMPLETON GLOBAL INCOME FD
+$545.0K
168,470
+190%
增持
VSGX
VANGUARD WORLD FD
+$535.0K
30,488
+56%
增持
VO
VANGUARD INDEX FDS
+$535.0K
5,400
+84%
减持
ESGD
ISHARES TR
-$510.0K
330
-95%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$495.0K
63,459
+1%
减持
LRGF
ISHARES TR
-$495.0K
194,381
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$449.0K
41,981
+21%
增持
VUG
VANGUARD INDEX FDS
-$443.0K
17,788
+3%
增持
DSI
ISHARES TR
+$429.0K
8,414
+161%
增持
JNJ
JOHNSON & JOHNSON
+$428.0K
7,747
+40%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$359.0K
18,000
减持
VIGI
VANGUARD WHITEHALL FDS
-$359.0K
54,089
-0%
增持
DGRO
ISHARES TR
+$358.0K
16,499
+75%
增持
XLK
SELECT SECTOR SPDR TR
+$357.0K
2,268
+14075%
增持
—
PEOPLES UNITED FINANCIAL INC
+$343.0K
25,575
+172%
增持
XLI
SELECT SECTOR SPDR TR
+$326.0K
7,387
+80%
增持
IWF
ISHARES TR
+$320.0K
6,223
+35%
增持
XLF
SELECT SECTOR SPDR TR
+$313.0K
15,785
+111%
增持
NVDA
NVIDIA CORPORATION
+$308.0K
1,608
+261%
增持
SPY
SPDR S&P 500 ETF TR
+$307.0K
1,807
+69%
增持
ABBV
ABBVIE INC
+$307.0K
4,533
+43%
增持
AMZN
AMAZON COM INC
+$304.0K
294
+50%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$300.0K
43,158
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$300.0K
8,234
+364%
增持
XLY
SELECT SECTOR SPDR TR
+$299.0K
4,331
+76%
增持
VOT
VANGUARD INDEX FDS
+$291.0K
4,534
+61%
增持
CVX
CHEVRON CORP NEW
+$288.0K
4,601
+17%
增持
PG
PROCTER AND GAMBLE CO
+$283.0K
6,998
+46%
清仓
T
AT&T INC
-$282.0K
0
-100%
增持
GMF
SPDR INDEX SHS FDS
+$276.0K
3,354
+341%
增持
IXN
ISHARES TR
+$275.0K
5,253
+1022%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$272.0K
126,699
-9%
增持
CSCO
CISCO SYS INC
+$262.0K
18,096
+54%
增持
GOOGL
ALPHABET INC
+$260.0K
277
+57%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$255.0K
2,483
+74%
增持
GOOG
ALPHABET INC
+$255.0K
263
+58%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$243.0K
85,914
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$226.0K
140,157
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$223.0K
124,220
+15%
增持
MSFT
MICROSOFT CORP
-$217.0K
14,716
+4%
增持
FLRN
SPDR SER TR
+$204.0K
117,440
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$199.0K
4,819
+183%
增持
FISV
FISERV INC
+$194.0K
9,212
+29%
增持
XLV
SELECT SECTOR SPDR TR
+$193.0K
1,976
+255%
增持
—
MEDTRONIC PLC
+$190.0K
1,883
+935%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$184.0K
131,767
+11%
增持
PEP
PEPSICO INC
+$181.0K
5,373
+30%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$172.0K
5,031
+33%
增持
QQQ
INVESCO QQQ TR
+$170.0K
1,279
+73%
增持
ESGE
ISHARES INC
+$161.0K
12,593
+66%
增持
BAC
BK OF AMERICA CORP
+$155.0K
11,934
+57%
清仓
EEMA
ISHARES INC
-$153.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$153.0K
1,704
+71%
增持
DGS
WISDOMTREE TR
+$153.0K
42,237
+7%
增持
CVS
CVS HEALTH CORP
+$151.0K
3,542
+77%
增持
CAC
CAMDEN NATL CORP
+$150.0K
3,641
+749%
减持
SHW
SHERWIN WILLIAMS CO
-$147.0K
1,125
-7%
增持
INTC
INTEL CORP
+$147.0K
7,394
+74%
增持
IVW
ISHARES TR
+$139.0K
3,846
+108%
增持
HD
HOME DEPOT INC
+$138.0K
2,690
+67%
增持
SYK
STRYKER CORPORATION
+$135.0K
3,226
+19%
建仓
SHEL
SHELL PLC
+$135.0K
2,452
增持
A
AGILENT TECHNOLOGIES INC
+$134.0K
1,707
+197%
减持
NUEM
NUSHARES ETF TR
-$131.0K
11,640
-23%
增持
JPM
JPMORGAN CHASE & CO
+$131.0K
9,096
+30%
增持
CL
COLGATE PALMOLIVE CO
+$128.0K
3,308
+129%
增持
—
ACCENTURE PLC IRELAND
+$127.0K
2,608
+44%
建仓
—
THOMSON REUTERS CORP.
+$123.0K
1,131
减持
ESML
ISHARES TR
-$123.0K
34,579
-3%
增持
SAP
SAP SE
+$122.0K
1,171
+1954%
增持
UNH
UNITEDHEALTH GROUP INC
+$121.0K
279
+564%
减持
DIS
DISNEY WALT CO
-$120.0K
6,551
-0%
增持
GD
GENERAL DYNAMICS CORP
+$115.0K
975
+69%
增持
MRK
MERCK & CO INC
+$113.0K
5,847
+22%
增持
F
FORD MTR CO DEL
+$113.0K
11,484
+195%
增持
MCO
MOODYS CORP
+$111.0K
332
+10967%
增持
NKE
NIKE INC
+$110.0K
1,249
+257%
增持
CRM
SALESFORCE COM INC
+$107.0K
592
+700%
增持
DE
DEERE & CO
+$106.0K
640
+37%
清仓
—
MONMOUTH REAL ESTATE INVT CO
-$104.0K
0
-100%
增持
FNDA
SCHWAB STRATEGIC TR
-$103.0K
48,892
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$102.0K
518
+1077%
增持
XLP
SELECT SECTOR SPDR TR
+$102.0K
8,242
+21%
增持
HPQ
HP INC
+$100.0K
3,848
+263%
增持
XLE
SELECT SECTOR SPDR TR
+$99.0K
1,826
+148%
增持
NUSC
NUSHARES ETF TR
+$99.0K
3,221
+374%
增持
TD
TORONTO DOMINION BK ONT
+$98.0K
2,959
+66%
增持
ELV
ANTHEM INC
+$97.0K
321
+145%
增持
QCOM
QUALCOMM INC
+$97.0K
975
+240%
增持
LOW
LOWES COS INC
+$96.0K
1,484
+88%
增持
WMT
WALMART INC
+$93.0K
2,752
+26%
增持
ORCL
ORACLE CORP
+$93.0K
5,410
+33%
建仓
BNS
BANK NOVA SCOTIA B C
+$93.0K
1,300
建仓
RY
ROYAL BK CDA
+$92.0K
838
增持
MS
MORGAN STANLEY
+$91.0K
3,034
+71%
增持
EW
EDWARDS LIFESCIENCES CORP
+$87.0K
768
+3557%
增持
TM
TOYOTA MOTOR CORP
+$83.0K
1,173
+70%
增持
VRSK
VERISK ANALYTICS INC
+$81.0K
384
+7580%
增持
PFF
ISHARES TR
+$79.0K
3,365
+201%
增持
KO
COCA COLA CO
+$79.0K
8,567
+12%
减持
MGK
VANGUARD WORLD FD
-$79.0K
321
-46%
增持
NVS
NOVARTIS AG
+$78.0K
1,415
+166%
增持
XLU
SELECT SECTOR SPDR TR
+$77.0K
1,360
+313%
增持
IRM
IRON MTN INC NEW
+$75.0K
3,905
+45%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$74.0K
3,732
+17%
增持
ED
CONSOLIDATED EDISON INC
+$73.0K
4,148
+11%
建仓
STN
STANTEC INC
+$72.0K
1,433
增持
KBWB
INVESCO EXCH TRADED FD TR II
-$71.0K
19,987
+1%
增持
NVO
NOVO-NORDISK A S
+$71.0K
1,940
+51%
增持
GNMA
ISHARES TR
-$69.0K
46,940
+1%
增持
V
VISA INC
+$69.0K
2,110
+15%
增持
—
UNILEVER PLC
+$68.0K
3,144
+124%
增持
OTIS
OTIS WORLDWIDE CORP
+$68.0K
1,907
+109%
建仓
SCHM
SCHWAB STRATEGIC TR
+$68.0K
894
增持
NULV
NUSHARES ETF TR
+$68.0K
23,856
+10%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$68.0K
5,025
+403%
增持
—
GLAXOSMITHKLINE PLC
+$67.0K
1,887
+465%
减持
TROW
PRICE T ROWE GROUP INC
-$66.0K
364
-41%
建仓
NDSN
NORDSON CORP
+$66.0K
289
建仓
CAJPY
CANON INC
+$65.0K
2,693
增持
GS
GOLDMAN SACHS GROUP INC
+$62.0K
305
+196%
增持
CSX
CSX CORP
+$62.0K
1,655
+20588%
清仓
—
NUVEEN PFD & INCM SECURTIES
-$60.0K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$60.0K
4,413
+35%
增持
APD
AIR PRODS & CHEMS INC
+$57.0K
535
+112%
增持
COP
CONOCOPHILLIPS
+$57.0K
1,545
+14%
增持
—
INTERPUBLIC GROUP COS INC
+$57.0K
1,665
+3298%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$55.0K
2,859
+42%
建仓
MINT
PIMCO ETF TR
+$55.0K
547
增持
UNP
UNION PAC CORP
+$54.0K
1,047
+14%
增持
USB
US BANCORP DEL
+$54.0K
2,770
+68%
增持
ITW
ILLINOIS TOOL WKS INC
+$53.0K
1,033
+56%
建仓
—
VMWARE INC
+$53.0K
464
增持
LULU
LULULEMON ATHLETICA INC
+$53.0K
154
+1825%
增持
TSLA
TESLA INC
+$53.0K
194
+31%
增持
SPSB
SPDR SER TR
+$52.0K
1,903
+1128%
增持
XYL
XYLEM INC
+$52.0K
626
+12420%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$52.0K
1,583
+3198%
增持
SONY
SONY GROUP CORPORATION
+$51.0K
1,935
+65%
增持
ESGV
VANGUARD WORLD FD
-$51.0K
13,811
+4%
