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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 7
增持 117
减持 22
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.4M
153,146
+3878%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.0M
0
-100%
建仓
BSCX
INVESCO EXCHNG TRAD SLF INDE
+$2.6M
121,005
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
VUG
VANGUARD INDEX FDS
+$1.6M
33,486
+4%
增持
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$1.5M
136,229
+93%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
88,226
+1%
增持
VO
VANGUARD INDEX FDS
+$1.4M
30,980
+11%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.2M
50,823
+272%
增持
VLUE
ISHARES TR
+$1.2M
75,392
+6%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$1.1M
148,643
+74%
增持
MSFT
MICROSOFT CORP
+$1.1M
15,473
+4%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.0M
208,751
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.0M
159,095
+8%
减持
—
TEMPLETON GLOBAL INCOME FD
-$967.0K
4,381
-98%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$956.7K
54,442
+41%
增持
DFIS
DIMENSIONAL ETF TRUST
+$850.7K
82,695
+58%
增持
AGG
ISHARES TR
+$828.1K
66,217
+8%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$809.2K
133,130
+48%
减持
VSGX
VANGUARD WORLD FD
-$796.4K
29,320
-39%
增持
IQLT
ISHARES TR
+$700.9K
138,180
+3%
增持
SCHR
SCHWAB STRATEGIC TR
+$689.9K
23,331
+138%
增持
AVGO
BROADCOM INC
+$688.2K
685
+645%
增持
DFSI
DIMENSIONAL ETF TRUST
+$681.0K
27,906
+276%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$644.6K
79,887
+4%
增持
AAPL
APPLE INC
+$628.2K
28,484
+0%
减持
SMLF
ISHARES TR
+$615.9K
95,342
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$588.8K
61,800
+2%
增持
HD
HOME DEPOT INC
+$450.2K
3,974
+30%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$428.3K
131,957
+14%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$424.9K
145,045
+12%
增持
MUB
ISHARES TR
+$411.5K
3,969
+2069%
增持
BND
VANGUARD BD INDEX FDS
+$402.9K
5,789
+1665%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$400.2K
137,046
+13%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$379.4K
47,179
+3%
增持
SYK
STRYKER CORPORATION
+$375.8K
4,143
+31%
增持
FNDA
SCHWAB STRATEGIC TR
+$347.7K
48,581
+1%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$346.6K
11,605
-59%
增持
DFIV
DIMENSIONAL ETF TRUST
+$294.8K
51,494
+14%
增持
LOW
LOWES COS INC
+$292.8K
2,014
+169%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$287.4K
23,753
+8%
增持
JPM
JPMORGAN CHASE & CO
+$284.6K
8,701
+6%
增持
DFAT
DIMENSIONAL ETF TRUST
+$231.1K
24,854
+6%
增持
ESML
ISHARES TR
+$229.4K
28,795
+12%
清仓
—
VMWARE INC
-$225.7K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$223.9K
141,504
+6%
减持
FNDC
SCHWAB STRATEGIC TR
-$209.6K
16,328
-33%
增持
—
EXXON MOBIL CORP
-$208.3K
21,629
+7%
增持
DGS
WISDOMTREE TR
+$205.6K
39,102
+4%
增持
AMGN
AMGEN INC
+$199.8K
1,176
+127%
减持
LRGF
ISHARES TR
+$195.9K
81,880
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$194.0K
4,910
+13%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$188.4K
27,629
+3%
增持
IMCB
ISHARES TR
+$188.3K
4,050
+189%
增持
AMZN
AMAZON COM INC
+$183.8K
5,905
+5%
增持
UNP
UNION PAC CORP
+$181.9K
1,758
+43%
增持
PG
PROCTER AND GAMBLE CO
+$181.5K
7,516
+19%
增持
SHY
ISHARES TR
+$180.0K
4,780
+82%
增持
CI
THE CIGNA GROUP
+$179.7K
851
+224%
减持
FLOT
ISHARES TR
-$171.6K
5,050
-40%
增持
CAT
CATERPILLAR INC
+$171.3K
2,052
+29%
增持
VOO
VANGUARD INDEX FDS
+$161.5K
1,223
+29%
建仓
BSSX
INVESCO EXCHNG TRAD SLF INDE
+$157.0K
5,895
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$155.4K
0
-100%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$155.2K
4,320
+1209%
减持
ESGV
VANGUARD WORLD FD
-$153.4K
16,087
-20%
增持
RTX
RTX CORPORATION
+$149.4K
5,117
+31%
增持
—
ACCENTURE PLC IRELAND
+$147.9K
3,181
+1%
增持
INTC
INTEL CORP
+$145.3K
4,576
+92%
增持
MRK
MERCK & CO INC
+$143.7K
5,915
+22%
建仓
PLD
PROLOGIS INC.
+$134.9K
1,012
减持
SUSA
ISHARES TR
+$132.6K
12,865
-0%
增持
FNDX
SCHWAB STRATEGIC TR
+$131.4K
19,521
+1%
减持
FLRN
SPDR SER TR
-$129.0K
5,030
-45%
增持
NVDA
NVIDIA CORPORATION
+$120.4K
1,436
+6%
增持
—
INTERPUBLIC GROUP COS INC
+$119.3K
4,506
+365%
减持
XLP
SELECT SECTOR SPDR TR
-$115.6K
7,251
-22%
增持
UPS
UNITED PARCEL SERVICE INC
+$114.9K
1,151
+171%
增持
BAC
BANK AMERICA CORP
+$113.3K
14,344
+6%
增持
EMR
EMERSON ELEC CO
+$107.9K
1,610
+219%
增持
MMM
3M CO
+$104.4K
2,307
+46%
增持
CRM
SALESFORCE INC
+$103.4K
1,576
+3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$101.5K
32,245
-1%
增持
VRSN
VERISIGN INC
+$101.1K
1,205
+66%
减持
VTIP
VANGUARD MALVERN FDS
-$99.5K
17,024
-11%
增持
GOOGL
ALPHABET INC
+$98.7K
6,386
+5%
增持
V
VISA INC
+$98.3K
2,448
+4%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$97.9K
1,744
增持
PSX
PHILLIPS 66
+$97.8K
1,368
+95%
减持
IWF
ISHARES TR
+$97.2K
3,666
-4%
增持
MCD
MCDONALDS CORP
+$94.7K
1,773
+8%
增持
SAP
SAP SE
+$91.3K
2,697
+7%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$90.8K
4,740
减持
FISV
FISERV INC
+$90.2K
8,397
-7%
增持
BA
BOEING CO
+$89.0K
1,218
+2%
增持
DIS
DISNEY WALT CO
+$88.4K
6,138
+7%
增持
JNJ
JOHNSON & JOHNSON
+$85.8K
8,903
+6%
增持
OTIS
OTIS WORLDWIDE CORP
+$83.3K
3,474
+23%
增持
TD
TORONTO DOMINION BK ONT
+$83.2K
4,432
+31%
增持
SCHW
SCHWAB CHARLES CORP
+$82.0K
5,545
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$81.8K
4,692
-30%
增持
CARR
CARRIER GLOBAL CORPORATION
+$75.8K
3,299
+60%
清仓
—
ISHARES TR
-$75.2K
0
-100%
增持
MS
MORGAN STANLEY
+$73.7K
4,826
+5%
建仓
VXF
VANGUARD INDEX FDS
+$72.3K
440
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$72.3K
2,948
+89%
减持
QDF
FLEXSHARES TR
-$71.2K
15,870
-16%
增持
IBDW
ISHARES TR
+$70.5K
3,875
+652%
增持
VTI
VANGUARD INDEX FDS
+$68.9K
1,348
+14%
增持
QCOM
QUALCOMM INC
+$68.7K
1,610
+9%
增持
SO
SOUTHERN CO
+$67.4K
1,997
+78%
增持
GE
GENERAL ELECTRIC CO
+$66.9K
2,063
+16%
减持
DSI
ISHARES TR
-$66.8K
5,473
-21%
增持
NKE
NIKE INC
+$65.8K
2,565
+15%
减持
BSMO
INVESCO EXCH TRD SLF IDX FD
-$63.7K
5,585
-32%
增持
VLO
VALERO ENERGY CORP
+$63.7K
614
+439%
增持
SPY
SPDR S&P 500 ETF TR
+$63.3K
1,296
+0%
增持
MCO
MOODYS CORP
+$62.8K
781
+2%
减持
DLS
WISDOMTREE TR
+$62.6K
19,549
-5%
建仓
VBK
VANGUARD INDEX FDS
+$61.7K
255
增持
GOOG
ALPHABET INC
+$61.1K
5,174
+2%
增持
HPQ
HP INC
+$57.3K
6,751
+19%
增持
ORCL
ORACLE CORP
+$57.1K
5,738
+11%
增持
IBDX
ISHARES TR
+$56.6K
2,635
+527%
增持
TGT
TARGET CORP
+$56.3K
1,172
+17%
增持
ABT
ABBOTT LABS
+$56.3K
3,817
+2%
减持
TM
TOYOTA MOTOR CORP
-$56.2K
761
-30%
增持
STN
STANTEC INC
+$55.9K
3,390
+2%
增持
DFSE
DIMENSIONAL ETF TRUST
+$55.3K
6,480
+27%
增持
LULU
LULULEMON ATHLETICA INC
+$54.6K
401
+3%
增持
KEY
KEYCORP
+$54.4K
3,889
+2510%
增持
CSCO
CISCO SYS INC
-$53.1K
17,492
+0%
增持
NVO
NOVO-NORDISK A S
+$52.4K
2,331
+12%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$51.3K
138,715
-3%
增持
GMF
SPDR INDEX SHS FDS
+$51.2K
9,580
+2%
增持
IBDU
ISHARES TR
+$49.3K
6,680
+40%
增持
KMB
KIMBERLY-CLARK CORP
+$48.7K
567
+240%
增持
ESGD
ISHARES TR
+$48.1K
6,626
+1%
增持
VXUS
VANGUARD STAR FDS
+$46.8K
3,277
+23%
增持
ISRG
INTUITIVE SURGICAL INC
+$45.3K
311
+52%
增持
BSMW
INVESCO EXCHNG TRAD SLF INDE
+$44.0K
12,684
+6%
增持
XYL
XYLEM INC
+$43.8K
1,446
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$43.6K
374
+23%
增持
META
META PLATFORMS INC
+$43.5K
670
+4%
增持
SONY
SONY GROUP CORP
+$43.5K
2,097
+11%
增持
GD
GENERAL DYNAMICS CORP
+$43.4K
967
+3%
增持
AXP
AMERICAN EXPRESS CO
+$42.4K
430
+68%
增持
HON
HONEYWELL INTL INC
+$41.9K
983
+11%
增持
CL
COLGATE PALMOLIVE CO
+$40.9K
3,365
+5%
增持
ENPH
ENPHASE ENERGY INC
+$40.4K
325
+1448%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$39.5K
679
+46%
