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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 62
减持 68
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.8M
139,332
+46%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$969.8K
32,866
-37%
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。
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$893.4K
81,122
-4%
减持
AAPL
APPLE INC
-$834.6K
28,241
-13%
减持
ESGV
VANGUARD WORLD FD
-$762.5K
27,445
-33%
减持
QDF
FLEXSHARES TR
-$727.3K
21,534
-45%
增持
FNDC
SCHWAB STRATEGIC TR
+$719.4K
23,172
+13372%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$635.2K
67,679
+10%
减持
VTEB
VANGUARD MUN BD FDS
-$603.0K
11,860
-52%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$601.3K
28,305
+1198%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$592.7K
32,624
+2127%
减持
USFR
WISDOMTREE TR
-$589.8K
53,695
-18%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$589.5K
31,432
+2098%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$581.0K
34,260
+2055%
减持
LRGF
ISHARES TR
+$528.6K
204,041
-1%
建仓
VBR
VANGUARD INDEX FDS
+$478.8K
3,015
减持
—
EXXON MOBIL CORP
+$438.2K
20,854
-2%
增持
EWX
SPDR INDEX SHS FDS
+$421.4K
8,773
+4829%
减持
IQLT
ISHARES TR
+$417.8K
99,778
-2%
减持
DLS
WISDOMTREE TR
-$403.8K
27,419
-29%
减持
XLP
SELECT SECTOR SPDR TR
-$391.1K
14,365
-34%
增持
VO
VANGUARD INDEX FDS
+$372.7K
13,923
+6%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$315.9K
6,660
减持
—
INVESCO EXCH TRD SLF IDX FD
-$300.0K
148,208
-9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$299.2K
149,702
-9%
减持
SMLF
ISHARES TR
+$294.3K
111,384
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$280.2K
1,380
-39%
增持
VUG
VANGUARD INDEX FDS
+$278.1K
25,593
+6%
增持
IVV
ISHARES TR
+$269.4K
3,002
+22%
增持
DFIV
DIMENSIONAL ETF TRUST
+$263.4K
26,264
+27%
增持
ESGD
ISHARES TR
+$259.3K
6,560
+114%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$253.0K
147,418
-9%
增持
—
ACCENTURE PLC IRELAND
+$251.4K
2,977
+41%
减持
IWF
ISHARES TR
-$222.1K
4,592
-20%
清仓
—
SWEDISH EXPT CR CORP
-$211.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$206.5K
5,125
-9%
建仓
FLOT
ISHARES TR
+$205.1K
4,075
增持
NKE
NIKE INC
+$200.0K
2,231
+203%
减持
DGS
WISDOMTREE TR
-$193.7K
34,265
-20%
增持
HD
HOME DEPOT INC
+$192.9K
2,979
+10%
减持
FNDA
SCHWAB STRATEGIC TR
+$191.4K
48,574
-1%
建仓
EEMA
ISHARES INC
+$182.7K
2,885
减持
VV
VANGUARD INDEX FDS
-$172.1K
625
-64%
清仓
—
BROOKFIELD ASSET MGMT INC
-$172.0K
0
-100%
减持
MTB
M & T BK CORP
-$171.8K
2,290
-20%
清仓
—
MANAGED PORTFOLIO SERIES
-$157.0K
0
-100%
增持
MCO
MOODYS CORP
+$156.0K
639
+610%
减持
CAC
CAMDEN NATL CORP
-$145.5K
229
-94%
减持
TSLA
TESLA INC
-$141.2K
120
-80%
减持
QQQ
INVESCO QQQ TR
-$140.4K
757
-41%
减持
CVX
CHEVRON CORP NEW
+$138.6K
4,377
-3%
增持
EFG
ISHARES TR
+$133.4K
1,700
+1317%
建仓
BN
BROOKFIELD CORP
+$132.3K
4,205
增持
CAT
CATERPILLAR INC
+$132.2K
1,658
+3%
减持
GOOGL
ALPHABET INC
-$129.4K
3,316
-25%
增持
FLRN
SPDR SER TR
+$123.6K
136,020
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$122.8K
6,990
-18%
增持
SAP
SAP SE
+$122.6K
2,031
+89%
建仓
AGG
ISHARES TR
+$121.7K
1,255
减持
IXN
ISHARES TR
-$121.0K
2,253
-57%
增持
—
ISHARES TR
+$120.9K
5,465
+993%
建仓
T
AT&T INC
+$116.7K
6,339
减持
—
UNILEVER PLC
-$115.3K
5,614
-38%
增持
JNJ
JOHNSON & JOHNSON
+$114.8K
7,862
+1%
建仓
IBDR
ISHARES TR
+$114.2K
4,890
减持
IVW
ISHARES TR
-$109.6K
1,921
-50%
增持
NVDA
NVIDIA CORPORATION
+$108.0K
1,512
+62%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$107.6K
86,054
+5%
增持
—
ISHARES TR
+$106.4K
4,850
+870%
增持
ORCL
ORACLE CORP
+$106.0K
4,906
+2%
建仓
IPAC
ISHARES TR
+$103.0K
1,920
建仓
QEFA
SPDR INDEX SHS FDS
+$101.0K
1,575
减持
VSGX
VANGUARD WORLD FD
-$95.1K
32,505
-17%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$94.4K
1,595
-25%
增持
DFAT
DIMENSIONAL ETF TRUST
+$94.3K
17,209
+1%
减持
DGRO
ISHARES TR
-$93.9K
12,782
-22%
减持
VZ
VERIZON COMMUNICATIONS INC
-$89.2K
5,452
-32%
增持
SUSA
ISHARES TR
+$89.2K
11,846
+1%
减持
IWV
ISHARES TR
-$88.9K
585
-44%
减持
MSFT
MICROSOFT CORP
+$86.9K
15,486
-1%
减持
FNDX
SCHWAB STRATEGIC TR
+$86.8K
23,630
-4%
增持
BA
BOEING CO
+$86.1K
1,187
+3%
减持
DIS
DISNEY WALT CO
-$83.6K
5,714
-7%
减持
ABBV
ABBVIE INC
+$83.5K
4,242
-5%
增持
NUEM
NUSHARES ETF TR
+$81.3K
11,175
+29%
减持
DHR
DANAHER CORPORATION
-$80.0K
618
-34%
增持
GSK
GSK PLC
+$78.2K
2,568
+517%
增持
V
VISA INC
+$76.4K
2,293
+2%
增持
DE
DEERE & CO
+$74.9K
725
+3%
增持
ESGE
ISHARES INC
+$73.8K
17,753
+7%
减持
MRK
MERCK & CO INC
+$73.7K
5,495
-12%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$73.4K
38,752
-14%
增持
FSLR
FIRST SOLAR INC
+$71.7K
919
+83%
增持
—
ISHARES TR
+$69.8K
3,270
+561%
减持
ABT
ABBOTT LABS
-$69.7K
3,792
-24%
减持
IRM
IRON MTN INC DEL
-$69.6K
2,055
-47%
减持
COST
COSTCO WHSL CORP NEW
-$68.8K
167
-46%
增持
YUM
YUM BRANDS INC
+$68.1K
1,461
+30%
清仓
SUI
SUN CMNTYS INC
-$68.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$67.6K
4,178
-5%
减持
INTC
INTEL CORP
-$67.2K
3,285
-45%
增持
HPQ
HP INC
+$65.8K
4,980
+82%
增持
MDLZ
MONDELEZ INTL INC
+$65.5K
5,244
+1%
增持
NULV
NUSHARES ETF TR
+$65.2K
18,026
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$65.0K
510
-53%
减持
—
TEMPLETON GLOBAL INCOME FD
-$63.8K
329,148
-10%
减持
SCHW
SCHWAB CHARLES CORP
+$62.1K
5,490
-0%
增持
TD
TORONTO DOMINION BK ONT
+$61.5K
4,053
+24%
增持
MUB
ISHARES TR
+$59.8K
747
+308%
减持
NEE
NEXTERA ENERGY INC
-$59.7K
1,535
-36%
减持
XLU
SELECT SECTOR SPDR TR
-$59.6K
1,410
-42%
增持
WY
WEYERHAEUSER CO MTN BE
+$59.6K
2,309
+443%
增持
OTIS
OTIS WORLDWIDE CORP
+$59.1K
2,657
+14%
增持
RY
ROYAL BK CDA SUSTAINABL
+$58.9K
1,647
+55%
减持
WPC
WP CAREY INC
-$58.7K
1,412
-42%
清仓
—
EVEREST RE GROUP LTD
-$56.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$55.9K
12,225
-22%
增持
STN
STANTEC INC
+$55.0K
2,879
+52%
增持
XYL
XYLEM INC
+$53.7K
1,245
+29%
增持
—
CHINA SOUTHERN AIRLINES CO L
+$53.2K
3,648
+51%
减持
GPC
GENUINE PARTS CO
-$50.5K
827
-36%
增持
NVS
NOVARTIS AG
+$50.0K
1,720
+23%
建仓
CAE
CAE INC
+$49.5K
2,557
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$49.4K
2,927
-20%
减持
KO
COCA COLA CO
+$48.7K
8,154
-3%
减持
GMF
SPDR INDEX SHS FDS
-$48.1K
7,477
-13%
增持
IEUR
ISHARES TR
+$47.6K
1,340
+231%
减持
MCD
MCDONALDS CORP
-$47.4K
1,520
-22%
减持
APD
AIR PRODS & CHEMS INC
-$47.3K
252
-53%
增持
UNP
UNION PAC CORP
+$47.2K
1,160
+17%
清仓
VYM
VANGUARD WHITEHALL FDS
-$47.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$46.4K
13,357
+2%
增持
—
THOMSON REUTERS CORP.
+$45.6K
996
+50%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$44.9K
2,529
+53%
增持
PM
PHILIP MORRIS INTL INC
+$43.4K
2,257
+1%
减持
DSI
ISHARES TR
-$42.7K
6,941
-14%
减持
PFF
ISHARES TR
-$42.0K
2,129
-37%
增持
SLB
SCHLUMBERGER LTD
+$41.9K
2,131
+6%
减持
VOT
VANGUARD INDEX FDS
-$41.7K
2,928
-12%
增持
—
VMWARE INC
+$41.0K
888
+40%
减持
MMM
3M CO
-$41.0K
1,626
-24%
建仓
—
FERRARI N V
+$40.9K
191
减持
TGT
TARGET CORP
-$40.9K
994
-22%
增持
ELV
ELEVANCE HEALTH INC
+$40.3K
447
+7%
减持
NUSC
NUSHARES ETF TR
+$40.2K
23,820
-1%
清仓
TFI
SPDR SER TR
-$40.0K
0
-100%
增持
DGRW
WISDOMTREE TR
+$39.7K
1,055
+140%
增持
GD
GENERAL DYNAMICS CORP
+$39.6K
1,010
+2%
增持
ASR
GRUPO AEROPORTUARIO DEL SURE
+$38.9K
390
+47%
