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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 24
增持 68
减持 52
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VLUE
ISHARES TR
+$4.9M
63,842
+466%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$4.6M
77,608
减持
LRGF
ISHARES TR
-$3.7M
87,202
-52%
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
+$1.6M
22,748
+39%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
29,541
+7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
19,260
+27414%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.1M
175,061
+18%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$947.7K
83,308
+2%
减持
AAPL
APPLE INC
+$800.8K
28,224
-0%
减持
MSFT
MICROSOFT CORP
+$684.8K
14,764
-2%
增持
FLRN
SPDR SER TR
+$652.1K
168,546
+13%
减持
USFR
WISDOMTREE TR
-$608.2K
35,886
-25%
增持
VSGX
VANGUARD WORLD FD
+$537.1K
40,957
+31%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$477.4K
29,902
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$466.2K
34,110
+551%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$462.2K
90,336
+37%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$462.0K
99,350
+38%
建仓
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$454.2K
22,574
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$416.5K
91,665
+33%
增持
VIGI
VANGUARD WHITEHALL FDS
+$374.4K
55,589
+8%
增持
IQLT
ISHARES TR
+$364.7K
114,656
+9%
减持
—
TEMPLETON GLOBAL INCOME FD
-$359.5K
276,773
-19%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$345.0K
73,597
+7%
建仓
BSMW
INVESCO EXCHNG TRAD SLF INDE
+$324.7K
12,775
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$311.4K
14,175
建仓
BSMV
INVESCO EXCH TRD SLF IDX FD
+$302.3K
14,295
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$296.4K
12,685
建仓
BSMT
INVESCO EXCH TRD SLF IDX FD
+$267.3K
11,630
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$261.4K
11,075
减持
VBR
VANGUARD INDEX FDS
-$246.3K
1,405
-53%
增持
ESGV
VANGUARD WORLD FD
+$235.6K
16,955
+11%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$226.9K
9,650
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$223.9K
6,727
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$217.3K
42,624
+8%
增持
NVDA
NVIDIA CORPORATION
+$201.7K
1,272
+5%
建仓
BSMO
INVESCO EXCH TRD SLF IDX FD
+$200.6K
8,100
减持
SMLF
ISHARES TR
-$198.7K
98,380
-8%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$186.6K
111,830
+11%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$184.3K
7,350
增持
FLOT
ISHARES TR
+$181.1K
8,635
+69%
增持
DFAT
DIMENSIONAL ETF TRUST
+$176.5K
19,624
+19%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$175.3K
7,200
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$174.5K
24,009
+9%
增持
DFIV
DIMENSIONAL ETF TRUST
+$167.2K
34,159
+15%
减持
VTIP
VANGUARD MALVERN FDS
-$155.5K
29,672
-9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$153.7K
143,984
+5%
增持
ORCL
ORACLE CORP
+$151.1K
5,133
+4%
增持
JPM
JPMORGAN CHASE & CO
+$145.8K
8,196
+2%
建仓
—
THOMSON REUTERS CORP.
+$144.5K
1,071
增持
IVV
ISHARES TR
+$138.8K
1,659
+14%
清仓
—
THOMSON REUTERS CORP.
-$130.1K
0
-100%
减持
AMZN
AMAZON COM INC
+$126.4K
5,435
-4%
增持
SUSA
ISHARES TR
+$112.2K
12,606
+4%
减持
ABBV
ABBVIE INC
-$111.6K
4,458
-0%
增持
JNJ
JOHNSON & JOHNSON
+$101.5K
7,819
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$100.6K
9,960
-16%
减持
DLS
WISDOMTREE TR
-$97.9K
27,442
-3%
建仓
MID
AMERICAN CENTY ETF TR
+$95.0K
2,000
增持
GOOGL
ALPHABET INC
+$93.1K
5,734
+0%
减持
DIS
DISNEY WALT CO
-$93.0K
5,554
-6%
建仓
GLD
SPDR GOLD TR
+$92.7K
520
增持
EEMA
ISHARES INC
+$92.2K
4,320
+50%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$88.9K
2,168
-33%
增持
—
ACCENTURE PLC IRELAND
+$87.3K
3,108
+2%
减持
LOW
LOWES COS INC
-$86.5K
687
-43%
建仓
RBA
RB GLOBAL INC
+$83.9K
1,399
增持
DGS
WISDOMTREE TR
+$78.3K
36,206
+3%
增持
IMCB
ISHARES TR
+$78.3K
1,855
+188%
增持
VXUS
VANGUARD STAR FDS
+$76.9K
3,919
+51%
减持
FNDA
SCHWAB STRATEGIC TR
+$76.5K
48,377
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$76.4K
12,830
-7%
清仓
—
RITCHIE BROS AUCTIONEERS
-$71.5K
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
+$69.8K
7,854
-10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$68.5K
151,918
+3%
增持
ESML
ISHARES TR
+$68.3K
23,275
+4%
减持
CVS
CVS HEALTH CORP
-$67.0K
2,589
-22%
减持
FNDX
SCHWAB STRATEGIC TR
-$65.3K
19,247
-10%
减持
A
AGILENT TECHNOLOGIES INC
-$59.1K
1,485
-14%
增持
XLI
SELECT SECTOR SPDR TR
+$57.7K
6,849
+2%
增持
NULV
NUSHARES ETF TR
+$57.7K
20,996
+7%
增持
—
VMWARE INC
+$56.6K
2,189
+6%
建仓
XOEX
DBX ETF TR
+$56.6K
2,135
增持
SAP
SAP SE
+$56.0K
2,337
+12%
减持
—
EXXON MOBIL CORP
-$55.5K
20,282
-0%
减持
SYK
STRYKER CORPORATION
+$55.0K
3,165
-1%
减持
ED
CONSOLIDATED EDISON INC
-$54.8K
3,625
-9%
减持
ENPH
ENPHASE ENERGY INC
-$53.3K
164
-57%
增持
FNDC
SCHWAB STRATEGIC TR
+$53.1K
24,731
+7%
减持
QDF
FLEXSHARES TR
+$52.9K
22,156
-2%
减持
TGT
TARGET CORP
-$50.6K
1,049
-8%
减持
GOOG
ALPHABET INC
+$49.0K
5,009
-6%
减持
PFE
PFIZER INC
-$48.1K
7,549
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$47.5K
250
-71%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$47.2K
18,943
+9%
增持
DELL
DELL TECHNOLOGIES INC
+$46.6K
2,896
+6%
减持
NKE
NIKE INC
-$45.3K
2,184
-6%
减持
GMF
SPDR INDEX SHS FDS
-$44.9K
7,725
-4%
减持
BNS
BANK NOVA SCOTIA HALIFAX
-$44.4K
1,672
-34%
建仓
AVLV
AMERICAN CENTY ETF TR
+$44.0K
825
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$43.5K
6,561
-8%
增持
MCO
MOODYS CORP
+$43.0K
737
+6%
增持
ESGE
ISHARES INC
+$42.6K
20,134
+7%
增持
IDXX
IDEXX LABS INC
+$42.2K
998
+9%
增持
STN
STANTEC INC
+$41.0K
3,229
+11%
增持
MCD
MCDONALDS CORP
+$40.2K
1,557
+3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$39.7K
7,170
-10%
减持
TD
TORONTO DOMINION BK ONT
-$39.3K
3,293
-19%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$39.1K
975
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$38.1K
508
减持
META
META PLATFORMS INC
+$36.4K
598
-6%
增持
MDLZ
MONDELEZ INTL INC
+$35.3K
5,622
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$34.4K
12,374
+4%
减持
—
ISHARES TR
-$34.0K
4,325
-24%
增持
NVS
NOVARTIS AG
+$33.0K
1,838
+11%
增持
VRSK
VERISK ANALYTICS INC
+$32.2K
830
+2%
减持
GD
GENERAL DYNAMICS CORP
-$32.2K
924
-9%
清仓
CLM
CORNERSTONE STRATEGIC VALUE
-$30.3K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$29.6K
1,610
+5%
减持
PFF
ISHARES TR
-$29.5K
489
-66%
增持
WMT
WALMART INC
+$27.6K
2,773
+0%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$27.4K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$27.3K
4,340
-0%
增持
FSLR
FIRST SOLAR INC
-$26.5K
998
+0%
增持
PEP
PEPSICO INC
+$26.5K
5,818
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$25.9K
1,587
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$25.9K
123
+89%
清仓
XJH
ISHARES TR
-$25.8K
0
-100%
建仓
IBDU
ISHARES TR
+$24.9K
1,110
减持
ABT
ABBOTT LABS
+$24.1K
3,757
-1%
减持
VOT
VANGUARD INDEX FDS
+$24.1K
2,841
-1%
减持
V
VISA INC
+$23.6K
2,264
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$23.5K
268
-53%
增持
—
MEDTRONIC PLC
+$23.5K
2,613
+2%
建仓
MFA
MFA FINL INC
+$23.4K
2,084
减持
T
AT&T INC
-$22.2K
6,186
-1%
清仓
ADAM
NEW YORK MTG TR INC
-$22.2K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$21.6K
179
+15%
增持
TM
TOYOTA MOTOR CORP
+$21.5K
1,003
+2%
增持
AMAT
APPLIED MATLS INC
+$21.5K
748
+6%
减持
EFT
EATON VANCE FLTING RATE INC
-$21.3K
3,845
-33%
减持
OXY
OCCIDENTAL PETE CORP
-$21.2K
3,170
-5%
减持
IUSG
ISHARES TR
-$21.0K
930
-26%
减持
IWF
ISHARES TR
-$21.0K
3,970
-13%
增持
MCK
MCKESSON CORP
+$20.9K
258
+3%
增持
XAR
SPDR SER TR
+$20.8K
330
+100%
减持
CAT
CATERPILLAR INC
+$20.7K
1,538
-2%
增持
LDEM
ISHARES TR
+$20.7K
4,170
+14%
增持
AVGO
BROADCOM INC
+$20.6K
77
+7%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$20.4K
666
减持
INTC
INTEL CORP
-$20.1K
2,240
-23%
