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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 91
减持 47
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$1.4M
27,549
+8%
建仓
VLUE
ISHARES TR
+$1.0M
11,270
增持
AAPL
APPLE INC
+$1.0M
28,343
+0%
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
ESGV
VANGUARD WORLD FD
-$714.7K
15,239
-44%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$711.9K
72,197
+111%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$707.7K
68,761
+111%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$705.0K
65,847
+109%
减持
MSFT
MICROSOFT CORP
+$629.1K
15,064
-3%
增持
VO
VANGUARD INDEX FDS
+$613.6K
16,363
+18%
减持
IVV
ISHARES TR
-$552.8K
1,461
-51%
增持
IQLT
ISHARES TR
+$485.3K
105,300
+6%
增持
FLRN
SPDR SER TR
+$386.9K
148,557
+9%
减持
LRGF
ISHARES TR
-$367.9K
183,199
-10%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$357.4K
17,403
-17%
增持
VOO
VANGUARD INDEX FDS
+$326.7K
948
+1015%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$303.5K
100,838
+17%
增持
GOOGL
ALPHABET INC
+$300.7K
5,719
+72%
增持
DFUV
DIMENSIONAL ETF TRUST
+$294.6K
148,130
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$292.7K
3,248
+4289%
减持
USFR
WISDOMTREE TR
-$285.2K
48,021
-11%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$283.4K
68,965
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$265.6K
81,709
+1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$264.2K
39,584
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$246.3K
137,309
-8%
增持
CRM
SALESFORCE INC
+$241.3K
1,450
+297%
增持
ESML
ISHARES TR
+$208.7K
22,314
+33%
减持
JNJ
JOHNSON & JOHNSON
-$196.1K
7,695
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$171.4K
5,455
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$170.1K
139,192
-6%
减持
VIGI
VANGUARD WHITEHALL FDS
+$159.8K
51,571
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$156.5K
29,629
+13%
增持
AMZN
AMAZON COM INC
+$151.6K
5,636
+10%
增持
—
VMWARE INC
+$148.9K
2,066
+133%
增持
DLS
WISDOMTREE TR
+$140.4K
28,382
+4%
减持
IWF
ISHARES TR
+$129.6K
4,557
-1%
减持
SYK
STRYKER CORPORATION
+$129.5K
3,190
-0%
增持
—
INTERPUBLIC GROUP COS INC
+$125.2K
3,986
+470%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$124.1K
22,109
+3%
增持
GOOG
ALPHABET INC
+$120.2K
5,355
+9%
清仓
—
CHINA SOUTHERN AIRLINES CO L
-$118.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$115.4K
1,211
-20%
减持
RY
ROYAL BK CDA SUSTAINABL
-$111.8K
450
-73%
清仓
CAJPY
CANON INC
-$111.5K
0
-100%
减持
FISV
FISERV INC
+$108.9K
9,201
-0%
清仓
VV
VANGUARD INDEX FDS
-$108.9K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$108.7K
2,738
+7953%
增持
QCOM
QUALCOMM INC
+$106.9K
1,400
+115%
减持
PEP
PEPSICO INC
-$106.3K
5,766
-10%
减持
MTB
M & T BK CORP
-$102.5K
1,921
-16%
增持
DGS
WISDOMTREE TR
+$99.0K
35,081
+2%
增持
QDF
FLEXSHARES TR
+$94.8K
22,540
+5%
增持
EW
EDWARDS LIFESCIENCES CORP
+$93.6K
1,496
+270%
增持
SUSA
ISHARES TR
+$93.1K
12,171
+3%
增持
GMF
SPDR INDEX SHS FDS
+$93.0K
8,082
+8%
增持
DIS
DISNEY WALT CO
+$92.4K
5,881
+3%
增持
NUMV
NUSHARES ETF TR
+$90.4K
14,347
+33%
增持
F
FORD MTR CO DEL
+$89.6K
15,476
+71%
减持
FNDX
SCHWAB STRATEGIC TR
-$89.4K
21,365
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$89.2K
6,704
-4%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$86.4K
5,240
增持
DGRO
ISHARES TR
+$83.1K
14,447
+13%
增持
PFE
PFIZER INC
-$81.9K
7,965
+0%
增持
CSCO
CISCO SYS INC
+$81.4K
17,002
+0%
增持
—
TEMPLETON GLOBAL INCOME FD
+$80.2K
342,133
+4%
增持
FSLR
FIRST SOLAR INC
+$78.5K
994
+8%
增持
—
ACCENTURE PLC IRELAND
+$77.3K
3,050
+2%
减持
CVX
CHEVRON CORP NEW
-$75.4K
4,353
-1%
增持
JPM
JPMORGAN CHASE & CO
+$75.4K
8,029
+11%
减持
WTRG
ESSENTIAL UTILS INC
-$74.9K
813
-65%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$74.3K
7,975
+20%
增持
IUSG
ISHARES TR
+$73.9K
1,260
+171%
减持
—
EXXON MOBIL CORP
-$69.5K
20,342
-2%
减持
IDXX
IDEXX LABS INC
+$68.2K
918
-4%
增持
QQQ
INVESCO QQQ TR
+$62.9K
824
+9%
增持
CVS
CVS HEALTH CORP
-$62.4K
3,310
+0%
建仓
VTV
VANGUARD INDEX FDS
+$62.3K
451
增持
ESGE
ISHARES INC
+$60.4K
18,878
+6%
增持
META
META PLATFORMS INC
+$60.1K
638
+2%
增持
TSLA
TESLA INC
+$59.3K
357
+198%
增持
ORCL
ORACLE CORP
+$59.1K
4,952
+1%
减持
MUB
ISHARES TR
-$59.1K
183
-76%
增持
SPY
SPDR S&P 500 ETF TR
+$58.1K
1,431
+4%
减持
SMLF
ISHARES TR
-$57.5K
106,785
-4%
增持
SAP
SAP SE
+$54.2K
2,084
+3%
减持
MRK
MERCK & CO INC
-$54.0K
5,223
-5%
减持
DE
DEERE & CO
-$52.8K
625
-14%
增持
FLOT
ISHARES TR
+$52.6K
5,115
+26%
增持
NULV
NUSHARES ETF TR
+$52.6K
19,661
+9%
减持
CL
COLGATE PALMOLIVE CO
-$52.1K
2,992
-15%
增持
BAC
BANK AMERICA CORP
-$48.3K
13,779
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$43.7K
868
+187%
减持
XLP
SELECT SECTOR SPDR TR
-$42.9K
13,760
-4%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$41.7K
508
增持
GM
GENERAL MTRS CO
+$41.3K
3,968
+28%
增持
GSLC
GOLDMAN SACHS ETF TR
+$41.1K
515
+5050%
增持
TGT
TARGET CORP
+$40.8K
1,141
+15%
增持
EFG
ISHARES TR
+$39.6K
1,943
+14%
减持
CAT
CATERPILLAR INC
-$39.5K
1,563
-6%
减持
VSGX
VANGUARD WORLD FD
+$39.2K
31,286
-4%
减持
V
VISA INC
+$37.7K
2,280
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$37.5K
155
+1838%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$37.2K
1,539
-4%
增持
RRX
REGAL REXNORD CORPORATION
+$37.2K
722
+34%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$36.3K
1,945
+191%
减持
WEC
WEC ENERGY GROUP INC
-$35.9K
1,926
-17%
增持
LDEM
ISHARES TR
+$35.7K
3,645
+19%
减持
XLF
SELECT SECTOR SPDR TR
-$35.3K
11,905
-3%
增持
MCO
MOODYS CORP
+$35.3K
697
+9%
增持
WDC
WESTERN DIGITAL CORP.
+$35.1K
973
+1886%
减持
VOT
VANGUARD INDEX FDS
+$34.2K
2,876
-2%
清仓
KIM
KIMCO RLTY CORP
-$32.5K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$32.3K
845
+12%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$31.7K
28,760
+2%
增持
STN
STANTEC INC
+$31.5K
2,903
+1%
增持
GIL
GILDAN ACTIVEWEAR INC
+$31.4K
1,627
+97%
增持
ABT
ABBOTT LABS
-$30.8K
3,807
+0%
增持
ELV
ELEVANCE HEALTH INC
+$30.5K
565
+26%
建仓
CLM
CORNERSTONE STRATEGIC VALUE
+$30.3K
3,889
减持
NSC
NORFOLK SOUTHN CORP
-$30.0K
527
-8%
增持
AMAT
APPLIED MATLS INC
+$29.9K
705
+21%
减持
COP
CONOCOPHILLIPS
-$29.3K
1,354
-2%
增持
—
MEDTRONIC PLC
+$29.1K
2,564
+12%
增持
ASR
GRUPO AEROPORTUARIO DEL SURE
+$29.0K
391
+0%
减持
NVO
NOVO-NORDISK A S
+$28.8K
1,335
-2%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$28.8K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$28.4K
1,049
-26%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$28.1K
492
-15%
增持
IMCB
ISHARES TR
+$28.0K
645
+239%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$27.4K
360
减持
VTIP
VANGUARD MALVERN FDS
+$27.4K
32,676
-1%
增持
ABBV
ABBVIE INC
+$26.7K
4,469
+5%
增持
NKE
NIKE INC
+$25.3K
2,335
+5%
增持
MDLZ
MONDELEZ INTL INC
+$25.3K
5,376
+3%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$25.3K
222
+49%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$25.2K
18
+350%
增持
OTIS
OTIS WORLDWIDE CORP
+$25.0K
2,762
+4%
增持
MS
MORGAN STANLEY
+$24.9K
4,339
+4%
增持
LULU
LULULEMON ATHLETICA INC
+$24.9K
356
+9%
减持
SONY
SONY GROUP CORPORATION
+$24.6K
1,776
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$24.6K
4,303
+3%
增持
EFV
ISHARES TR
+$24.5K
951
+102%
增持
HPQ
HP INC
+$24.4K
5,389
+8%
增持
SPYX
SPDR SER TR
+$24.0K
11,325
+200%
减持
MCD
MCDONALDS CORP
+$23.9K
1,518
-0%
增持
GE
GENERAL ELECTRIC CO
+$23.8K
1,540
+5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$22.5K
16,491
-4%
增持
MMM
3M CO
-$22.2K
1,644
+1%
建仓
ADAM
NEW YORK MTG TR INC
+$22.2K
2,224
增持
OXY
OCCIDENTAL PETE CORP
+$21.3K
3,326
+12%
减持
LLY
LILLY ELI & CO
-$20.8K
650
-3%
