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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 84
减持 50
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
GNMA
ISHARES TR
-$3.9M
0
-100%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.2M
95,678
+384%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
84,530
-4%
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
VO
VANGUARD INDEX FDS
+$871.0K
13,114
+62%
减持
VSGX
VANGUARD WORLD FD
-$821.0K
38,990
-24%
增持
VUG
VANGUARD INDEX FDS
+$750.0K
24,191
+22%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$698.0K
81,258
-29%
减持
SMLF
ISHARES TR
-$660.0K
117,011
-7%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$649.0K
81,572
+80%
增持
USFR
WISDOMTREE TR
+$500.0K
65,415
+18%
增持
DFIV
DIMENSIONAL ETF TRUST
+$427.0K
20,759
+454%
增持
IQLT
ISHARES TR
+$346.0K
101,301
+27%
增持
VIGI
VANGUARD WHITEHALL FDS
-$297.0K
58,807
+2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$288.0K
44,961
+1%
增持
PEP
PEPSICO INC
+$274.0K
6,886
+35%
清仓
IMCG
ISHARES TR
-$273.0K
0
-100%
增持
DLS
WISDOMTREE TR
-$266.0K
38,739
+0%
增持
FLRN
SPDR SER TR
+$257.0K
132,353
+6%
减持
QDF
FLEXSHARES TR
-$230.0K
39,363
-4%
减持
DGS
WISDOMTREE TR
-$220.0K
42,727
-1%
减持
IVV
ISHARES TR
-$219.0K
2,466
-15%
增持
XLP
SELECT SECTOR SPDR TR
+$216.0K
21,910
+27%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$205.0K
164,843
+7%
增持
MSFT
MICROSOFT CORP
-$194.0K
15,575
+5%
增持
—
TEMPLETON GLOBAL INCOME FD
+$188.0K
365,857
+24%
增持
—
UNILEVER PLC
+$186.0K
9,077
+97%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$182.0K
161,568
+9%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$162.0K
7,766
-7%
减持
JNJ
JOHNSON & JOHNSON
-$157.0K
7,798
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$146.0K
4,388
-7%
增持
OXY
OCCIDENTAL PETE CORP
+$143.0K
2,553
+951%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$136.0K
163,604
+6%
增持
SUSA
ISHARES TR
+$135.0K
11,671
+25%
减持
FNDA
SCHWAB STRATEGIC TR
-$135.0K
48,882
-0%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$135.0K
61,362
+2%
增持
LRGF
ISHARES TR
-$133.0K
205,164
+3%
减持
VOT
VANGUARD INDEX FDS
-$119.0K
3,333
-15%
增持
XLV
SELECT SECTOR SPDR TR
+$119.0K
3,034
+57%
减持
VZ
VERIZON COMMUNICATIONS INC
-$116.0K
7,995
-3%
增持
AAPL
APPLE INC
+$116.0K
32,591
+2%
减持
INTC
INTEL CORP
-$113.0K
5,957
-17%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$108.0K
678
-50%
减持
IWV
ISHARES TR
-$99.0K
1,051
-28%
增持
MS
MORGAN STANLEY
+$98.0K
4,047
+39%
增持
—
MEDTRONIC PLC
+$96.0K
2,171
+148%
减持
—
SWEDISH EXPT CR CORP
-$94.0K
26,915
-25%
清仓
ISCF
ISHARES TR
-$91.0K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$90.0K
16,975
-9%
减持
DXJ
WISDOMTREE TR
-$90.0K
6,081
-18%
减持
PFE
PFIZER INC
-$89.0K
9,598
-1%
增持
CSCO
CISCO SYS INC
+$87.0K
20,845
+19%
增持
VTIP
VANGUARD MALVERN FDS
+$87.0K
52,071
+8%
减持
DAL
DELTA AIR LINES INC DEL
-$86.0K
12,457
-17%
减持
FNDX
SCHWAB STRATEGIC TR
-$85.0K
24,619
-1%
增持
PG
PROCTER AND GAMBLE CO
-$85.0K
7,377
+4%
减持
ABBV
ABBVIE INC
-$85.0K
4,483
-0%
减持
SPSB
SPDR SER TR
-$84.0K
187
-94%
减持
XLC
SELECT SECTOR SPDR TR
-$83.0K
3,175
-27%
增持
TD
TORONTO DOMINION BK ONT
+$82.0K
3,274
+81%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$82.0K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$79.0K
24,712
+11%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$78.0K
1,658
+6532%
增持
WMT
WALMART INC
+$77.0K
3,075
+16%
增持
NULV
NUSHARES ETF TR
+$77.0K
17,891
+26%
清仓
EEMA
ISHARES INC
-$74.0K
0
-100%
清仓
EEMS
ISHARES INC
-$73.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$72.0K
2,611
-15%
减持
ORCL
ORACLE CORP
-$72.0K
4,824
-8%
减持
IWF
ISHARES TR
-$72.0K
5,732
-2%
建仓
SUI
SUN CMNTYS INC
+$68.0K
500
增持
TGT
TARGET CORP
+$65.0K
1,274
+45%
建仓
—
CHINA SOUTHERN AIRLINES CO L
+$65.0K
2,422
增持
LULU
LULULEMON ATHLETICA INC
+$64.0K
260
+688%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$64.0K
6,210
-9%
增持
MTB
M & T BK CORP
+$62.0K
2,858
+3%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$62.0K
23,593
+16%
增持
OTIS
OTIS WORLDWIDE CORP
+$62.0K
2,340
+89%
减持
EW
EDWARDS LIFESCIENCES CORP
-$61.0K
50
-93%
增持
COST
COSTCO WHSL CORP NEW
+$60.0K
307
+73%
减持
FNDF
SCHWAB STRATEGIC TR
-$59.0K
12,731
-5%
增持
ESGE
ISHARES INC
+$58.0K
16,608
+33%
减持
—
THOMSON REUTERS CORP.
-$58.0K
663
-45%
增持
MCD
MCDONALDS CORP
+$56.0K
1,943
+22%
增持
DHR
DANAHER CORPORATION
+$56.0K
943
+27%
增持
KO
COCA COLA CO
-$55.0K
8,398
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$52.0K
2,263
+13%
增持
TSLA
TESLA INC
+$52.0K
588
+279%
减持
DSI
ISHARES TR
-$51.0K
8,079
-2%
增持
RY
ROYAL BK CDA
+$51.0K
1,066
+128%
增持
CL
COLGATE PALMOLIVE CO
+$51.0K
4,169
+38%
增持
GOOGL
ALPHABET INC
-$51.0K
4,413
+1934%
增持
GOOG
ALPHABET INC
-$50.0K
4,479
+1936%
减持
VOE
VANGUARD INDEX FDS
-$50.0K
20
-95%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$50.0K
0
-100%
增持
VRSK
VERISK ANALYTICS INC
+$50.0K
633
+88%
减持
SNY
SANOFI
-$48.0K
844
-47%
减持
XLI
SELECT SECTOR SPDR TR
-$48.0K
7,923
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$48.0K
5,502
+0%
增持
RRX
REGAL REXNORD CORPORATION
+$48.0K
570
+101%
增持
STN
STANTEC INC
+$48.0K
1,888
+135%
增持
NDSN
NORDSON CORP
+$48.0K
449
+94%
增持
DGRO
ISHARES TR
-$47.0K
16,486
+1%
增持
AMZN
AMAZON COM INC
+$47.0K
5,634
+1%
增持
ENPH
ENPHASE ENERGY INC
+$46.0K
306
+53%
减持
CMCSA
COMCAST CORP NEW
-$45.0K
3,301
-9%
增持
F
FORD MTR CO DEL
+$45.0K
12,736
+45%
减持
—
ACCENTURE PLC IRELAND
-$44.0K
2,112
-0%
增持
SAP
SAP SE
+$44.0K
1,072
+126%
增持
JPM
JPMORGAN CHASE & CO
-$44.0K
9,080
+3%
减持
MMM
3M CO
-$44.0K
2,137
-1%
增持
XYL
XYLEM INC
+$42.0K
963
+78%
增持
UPS
UNITED PARCEL SERVICE INC
+$40.0K
702
+75%
减持
WPC
WP CAREY INC
-$40.0K
2,415
-4%
减持
ESML
ISHARES TR
-$39.0K
17,064
-4%
增持
ED
CONSOLIDATED EDISON INC
-$38.0K
4,150
+0%
增持
ABT
ABBOTT LABS
-$37.0K
5,021
+4%
增持
DE
DEERE & CO
+$36.0K
707
+6%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$36.0K
5,347
+8%
增持
KBWB
INVESCO EXCH TRADED FD TR II
-$35.0K
22,097
+2%
增持
FSLR
FIRST SOLAR INC
+$35.0K
501
+12%
清仓
CAE
CAE INC
-$35.0K
0
-100%
增持
BAC
BK OF AMERICA CORP
+$34.0K
13,109
+13%
增持
GMF
SPDR INDEX SHS FDS
-$34.0K
8,549
+10%
减持
CSX
CSX CORP
-$33.0K
139
-89%
减持
LOW
LOWES COS INC
-$32.0K
1,123
-19%
增持
BA
BOEING CO
+$32.0K
1,153
+47%
增持
ELV
ELEVANCE HEALTH INC
+$31.0K
416
+27%
增持
SONY
SONY GROUP CORPORATION
-$31.0K
1,891
+2%
增持
PM
PHILIP MORRIS INTL INC
-$30.0K
2,226
+2%
增持
V
VISA INC
-$30.0K
2,254
+3%
清仓
NUMG
NUSHARES ETF TR
-$30.0K
0
-100%
减持
TM
TOYOTA MOTOR CORP
-$28.0K
1,094
-1%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$28.0K
1,590
增持
—
VMWARE INC
+$28.0K
636
+80%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$28.0K
21,330
+154%
减持
—
NIELSEN HLDGS PLC
-$28.0K
257
-83%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$27.0K
1,465
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$27.0K
1,430
增持
MRK
MERCK & CO INC
-$27.0K
6,219
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$26.0K
1,197
-6%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$26.0K
2,514
+103%
减持
VOD
VODAFONE GROUP PLC NEW
-$26.0K
1,297
-50%
增持
COP
CONOCOPHILLIPS
+$26.0K
1,507
+6%
减持
XLF
SELECT SECTOR SPDR TR
-$26.0K
15,600
-2%
增持
UDR
UDR INC
+$25.0K
611
+10083%
建仓
EMN
EASTMAN CHEM CO
+$25.0K
350
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$24.0K
2,130
-0%
建仓
DGRW
WISDOMTREE TR
+$24.0K
440
增持
GIL
GILDAN ACTIVEWEAR INC
+$23.0K
1,071
+312%
减持
USB
US BANCORP DEL
-$23.0K
2,402
-8%
