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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 11
增持 86
减持 49
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$5.6M
61,080
+4767%
减持
FLRN
SPDR SER TR
-$4.9M
9,208
-95%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.9M
147,563
+90%
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。
建仓
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
52,325
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
38,522
+100%
增持
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$896.8K
70,474
+212%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$852.8K
90,205
+164%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$825.8K
85,458
+186%
增持
VO
VANGUARD INDEX FDS
+$785.0K
27,820
+22%
增持
DFUV
DIMENSIONAL ETF TRUST
+$713.2K
198,496
+13%
增持
AAPL
APPLE INC
-$618.8K
28,362
+0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$522.1K
120,953
+32%
减持
VTIP
VANGUARD MALVERN FDS
-$499.1K
19,204
-35%
增持
VLUE
ISHARES TR
+$483.5K
71,332
+12%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$482.1K
129,240
+30%
增持
SCHR
SCHWAB STRATEGIC TR
+$470.0K
9,807
+326800%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$464.1K
116,077
+28%
增持
VUG
VANGUARD INDEX FDS
+$450.6K
32,351
+10%
减持
DLS
WISDOMTREE TR
-$446.2K
20,629
-25%
增持
IQLT
ISHARES TR
+$407.4K
133,565
+16%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$388.5K
133,462
+19%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$379.4K
13,673
增持
DFIV
DIMENSIONAL ETF TRUST
+$352.4K
45,204
+32%
减持
XLP
SELECT SECTOR SPDR TR
-$313.7K
9,270
-28%
增持
MSFT
MICROSOFT CORP
-$308.5K
14,946
+1%
减持
SMLF
ISHARES TR
-$283.0K
96,504
-2%
增持
VSGX
VANGUARD WORLD FD
+$242.0K
47,922
+17%
减持
QDF
FLEXSHARES TR
-$232.7K
18,782
-15%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$212.9K
7,416
建仓
SHY
ISHARES TR
+$212.1K
2,620
减持
—
EXXON MOBIL CORP
+$195.5K
20,163
-1%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$193.6K
77,172
+5%
增持
ESGV
VANGUARD WORLD FD
+$193.4K
20,231
+19%
减持
VTEB
VANGUARD MUN BD FDS
-$178.9K
6,680
-33%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$166.3K
3,850
-46%
减持
—
TEMPLETON GLOBAL INCOME FD
-$162.3K
254,808
-8%
增持
DFAT
DIMENSIONAL ETF TRUST
+$159.2K
23,409
+19%
减持
RTX
RTX CORPORATION
-$152.9K
3,907
-12%
增持
GMF
SPDR INDEX SHS FDS
+$150.9K
9,430
+22%
减持
XLI
SELECT SECTOR SPDR TR
-$150.1K
5,770
-16%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$149.6K
5,090
增持
VIGI
VANGUARD WHITEHALL FDS
+$140.2K
60,485
+9%
减持
FISV
FISERV INC
-$135.5K
9,076
-1%
减持
—
INTERPUBLIC GROUP COS INC
-$135.0K
970
-77%
减持
IDXX
IDEXX LABS INC
-$134.8K
838
-16%
减持
DAL
DELTA AIR LINES INC DEL
-$131.9K
6,527
-17%
增持
VRSN
VERISIGN INC
+$130.3K
726
+881%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$127.8K
26,939
+12%
减持
LRGF
ISHARES TR
-$127.7K
86,751
-1%
减持
EEMA
ISHARES INC
-$127.1K
2,490
-42%
增持
IBDS
ISHARES TR
+$110.3K
5,070
+1590%
增持
IBDT
ISHARES TR
+$109.3K
4,828
+1656%
增持
IVV
ISHARES TR
+$107.4K
1,972
+19%
增持
GOOGL
ALPHABET INC
+$107.0K
6,063
+6%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$103.4K
21,988
+16%
减持
FNDA
SCHWAB STRATEGIC TR
-$99.4K
48,283
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$95.8K
424
-53%
增持
ABBV
ABBVIE INC
+$89.2K
4,628
+4%
减持
—
VMWARE INC
-$88.8K
1,356
-38%
增持
—
ISHARES TR
+$84.8K
7,805
+80%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$84.2K
16,895
+33%
减持
DGRO
ISHARES TR
-$83.6K
12,893
-8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$82.6K
142,639
+2%
增持
IBDU
ISHARES TR
+$79.9K
4,785
+331%
减持
IWF
ISHARES TR
-$78.2K
3,813
-4%
增持
CVX
CHEVRON CORP NEW
+$77.7K
4,511
+4%
减持
VXUS
VANGUARD STAR FDS
-$76.7K
2,674
-32%
减持
XLF
SELECT SECTOR SPDR TR
-$73.1K
10,371
-16%
减持
F
FORD MTR CO DEL
-$72.1K
11,028
-20%
增持
PEP
PEPSICO INC
-$67.4K
5,962
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$64.8K
140,524
-2%
增持
ORCL
ORACLE CORP
-$63.5K
5,172
+1%
增持
GOOG
ALPHABET INC
+$62.1K
5,067
+1%
增持
DGS
WISDOMTREE TR
+$61.7K
37,751
+4%
减持
MRK
MERCK & CO INC
-$61.5K
4,868
-0%
增持
CSCO
CISCO SYS INC
+$60.8K
17,426
+3%
增持
OXY
OCCIDENTAL PETE CORP
+$60.7K
3,809
+20%
增持
CAT
CATERPILLAR INC
+$57.0K
1,595
+4%
增持
AQWA
GLOBAL X FDS
+$56.7K
4,330
+1253%
减持
EFG
ISHARES TR
-$55.7K
1,503
-23%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$55.6K
14,595
+25%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$53.6K
18
-91%
增持
EFA
ISHARES TR
+$53.3K
835
+1315%
增持
NVDA
NVIDIA CORPORATION
+$52.6K
1,358
+7%
增持
DELL
DELL TECHNOLOGIES INC
+$50.9K
3,013
+4%
减持
ESGE
ISHARES INC
-$48.1K
19,444
-3%
增持
LLY
ELI LILLY & CO
+$45.9K
653
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$45.6K
9,205
+28%
建仓
NOW
SERVICENOW INC
+$44.7K
80
建仓
ITOT
ISHARES TR
+$44.6K
474
减持
FNDC
SCHWAB STRATEGIC TR
-$42.0K
24,231
-2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$41.9K
1,556
-2%
增持
TSLA
TESLA INC
+$41.7K
520
+54%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$40.4K
4,341
+2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$40.2K
32,480
+395%
清仓
XAR
SPDR SER TR
-$40.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$39.9K
183
+81%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$39.1K
0
-100%
增持
ESML
ISHARES TR
+$38.4K
25,710
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$38.2K
153,969
+1%
减持
BSMW
INVESCO EXCHNG TRAD SLF INDE
-$38.2K
11,965
-6%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$38.1K
0
-100%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$38.1K
11,525
+19%
减持
VOT
VANGUARD INDEX FDS
-$38.1K
2,806
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$37.4K
304
+26%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$36.9K
16,670
+18%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$36.8K
87,325
+5%
增持
SLB
SCHLUMBERGER LTD
+$36.2K
2,528
+12%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$36.0K
244
增持
PG
PROCTER AND GAMBLE CO
-$35.9K
6,307
+0%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$35.8K
16,895
+18%
增持
TM
TOYOTA MOTOR CORP
+$34.5K
1,089
+9%
减持
IMCB
ISHARES TR
-$33.8K
1,400
-25%
增持
MCD
MCDONALDS CORP
-$33.6K
1,636
+5%
增持
NFLX
NETFLIX INC
+$33.2K
256
+78%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$32.8K
45,964
+8%
增持
COP
CONOCOPHILLIPS
+$32.6K
1,458
+6%
增持
BNY
BANK NEW YORK MELLON CORP
+$31.9K
879
+603%
增持
NVO
NOVO-NORDISK A S
-$31.8K
2,076
+52%
减持
BAC
BANK AMERICA CORP
-$31.8K
13,501
-4%
建仓
MOAT
VANECK ETF TRUST
+$30.7K
405
增持
FNDX
SCHWAB STRATEGIC TR
-$30.3K
19,256
+0%
增持
DIS
DISNEY WALT CO
-$30.1K
5,747
+3%
增持
NUMV
NUSHARES ETF TR
+$29.2K
15,892
+11%
减持
VBR
VANGUARD INDEX FDS
-$29.0K
1,275
-9%
减持
LRGE
LEGG MASON ETF INVT
-$29.0K
1,189
-29%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$29.0K
6,205
-16%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$28.9K
35,097
+18%
减持
LMT
LOCKHEED MARTIN CORP
-$28.4K
69
-44%
增持
NKE
NIKE INC
-$28.4K
2,224
+2%
增持
IBDR
ISHARES TR
+$28.1K
6,490
+24%
建仓
XJR
ISHARES TR
+$28.1K
850
减持
TGT
TARGET CORP
-$27.8K
1,000
-5%
增持
SHEL
SHELL PLC
+$27.8K
2,155
+17%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$27.4K
1,874
-1%
减持
NULV
NUSHARES ETF TR
-$27.3K
20,846
-1%
增持
USFR
WISDOMTREE TR
+$27.2K
36,426
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.8K
6,472
-4%
减持
RY
ROYAL BK CDA
-$26.6K
229
-53%
增持
NVS
NOVARTIS AG
+$26.4K
2,080
+13%
建仓
IVLU
ISHARES TR
+$26.1K
1,030
增持
FSLR
FIRST SOLAR INC
-$26.0K
1,013
+2%
增持
HPQ
HP INC
-$25.6K
5,673
+2%
增持
BP
BP PLC
+$25.0K
3,225
+14%
减持
ENPH
ENPHASE ENERGY INC
-$24.9K
21
-87%
清仓
IWR
ISHARES TR
-$23.7K
0
-100%
增持
XYL
XYLEM INC
-$23.6K
1,335
+4%
减持
EFV
ISHARES TR
-$23.5K
471
-50%
减持
GLW
CORNING INC
-$23.1K
4,706
-1%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$23.1K
3,597
+255%
