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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 100
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VOT
VANGUARD INDEX FDS
+$6.3M
29,483
+951%
减持
VO
VANGUARD INDEX FDS
-$5.5M
6,645
-79%
增持
VLUE
ISHARES TR
+$2.6M
94,475
+25%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
9,407
+48%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
34,527
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
185,024
+16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
89,655
+2%
建仓
IAGG
ISHARES TR
+$1.3M
25,029
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
219,952
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
73,759
+35%
增持
AGG
ISHARES TR
+$1.0M
77,637
+17%
增持
IQLT
ISHARES TR
+$894.6K
153,419
+11%
增持
MSFT
MICROSOFT CORP
+$770.9K
15,662
+1%
增持
NVDA
NVIDIA CORPORATION
+$738.2K
1,604
+12%
增持
DFIS
DIMENSIONAL ETF TRUST
+$718.5K
108,430
+31%
减持
AAPL
APPLE INC
-$623.8K
28,343
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$610.7K
64,764
+26%
增持
SCHR
SCHWAB STRATEGIC TR
+$564.8K
35,165
+51%
增持
DFSI
DIMENSIONAL ETF TRUST
+$513.6K
41,801
+50%
增持
VIGI
VANGUARD WHITEHALL FDS
+$462.7K
65,815
+6%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$461.2K
84,564
+6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$407.7K
145,403
-5%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$402.1K
159,653
+20%
增持
DFSU
DIMENSIONAL ETF TRUST
+$385.7K
57,188
+13%
减持
LRGF
ISHARES TR
+$370.4K
80,364
-2%
增持
VSGX
VANGUARD WORLD FD
+$341.3K
34,142
+16%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$337.6K
172,306
+16%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$332.2K
159,459
+13%
减持
—
EXXON MOBIL CORP
+$326.7K
21,414
-1%
减持
NUDV
NUSHARES ETF TR
-$318.2K
4,590
-73%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$317.9K
49,896
+6%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$314.7K
154,531
+13%
增持
LLY
ELI LILLY & CO
+$311.7K
890
+36%
增持
BSCX
INVESCO EXCHNG TRAD SLF INDE
+$310.2K
138,465
+14%
减持
SMLF
ISHARES TR
+$305.6K
93,010
-2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$304.5K
30,181
+9%
增持
SHY
ISHARES TR
+$297.7K
8,435
+76%
增持
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$292.5K
153,633
+13%
增持
JPM
JPMORGAN CHASE & CO
+$282.6K
8,800
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$280.4K
151,526
+9%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$278.8K
147,230
+12%
增持
BSSX
INVESCO EXCHNG TRAD SLF INDE
+$248.3K
15,445
+162%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$247.0K
160,486
+11%
增持
SYK
STRYKER CORPORATION
+$246.6K
4,156
+0%
增持
DGS
WISDOMTREE TR
+$242.7K
43,151
+10%
增持
IVV
ISHARES TR
+$238.4K
2,017
+17%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$224.4K
163,067
+7%
增持
DFSE
DIMENSIONAL ETF TRUST
+$223.0K
13,290
+105%
建仓
IBDY
ISHARES TR
+$210.5K
8,260
增持
GMF
SPDR INDEX SHS FDS
+$208.8K
11,352
+18%
增持
DIS
DISNEY WALT CO
+$205.0K
6,205
+1%
增持
ABBV
ABBVIE INC
+$200.7K
4,948
+9%
增持
COP
CONOCOPHILLIPS
+$191.6K
2,882
+91%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$191.5K
24,525
+57%
减持
VTIP
VANGUARD MALVERN FDS
-$183.3K
13,055
-23%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$181.8K
25,162
+6%
建仓
LNT
ALLIANT ENERGY CORP
+$172.9K
3,430
增持
CAT
CATERPILLAR INC
+$167.9K
2,114
+3%
增持
GOOG
ALPHABET INC
+$163.4K
5,862
+13%
增持
HD
HOME DEPOT INC
+$161.4K
4,011
+1%
减持
AVGO
BROADCOM INC
-$158.9K
457
-33%
增持
AVY
AVERY DENNISON CORP
+$155.0K
1,600
+60%
增持
BSMW
INVESCO EXCHNG TRAD SLF INDE
+$154.5K
19,009
+50%
增持
ESGV
VANGUARD WORLD FD
+$153.1K
16,326
+1%
减持
AMZN
AMAZON COM INC
+$148.6K
5,798
-2%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$147.3K
21,260
+44%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$145.5K
19,660
+48%
增持
NUMV
NUSHARES ETF TR
+$144.0K
18,517
+19%
增持
CRM
SALESFORCE INC
+$139.8K
1,841
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$139.7K
4,937
+1%
清仓
PLD
PROLOGIS INC.
-$134.9K
0
-100%
增持
ENPH
ENPHASE ENERGY INC
+$129.0K
1,421
+337%
增持
DELL
DELL TECHNOLOGIES INC
+$123.6K
3,153
+2%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$119.8K
1,488
增持
SAP
SAP SE
+$117.6K
2,741
+2%
减持
PG
PROCTER AND GAMBLE CO
+$116.5K
7,506
-0%
增持
SUSA
ISHARES TR
+$113.5K
12,884
+0%
减持
LDEM
ISHARES TR
-$113.4K
1,140
-69%
增持
PEP
PEPSICO INC
+$111.2K
6,238
+8%
增持
—
LAM RESEARCH CORP
+$110.0K
272
+38%
增持
DFAT
DIMENSIONAL ETF TRUST
+$105.3K
25,829
+4%
增持
META
META PLATFORMS INC
+$105.2K
705
+5%
增持
GOOGL
ALPHABET INC
+$104.7K
6,604
+3%
增持
NULV
NUSHARES ETF TR
+$103.7K
19,806
+7%
增持
EFA
ISHARES TR
+$99.7K
1,732
+238%
建仓
SNAP
SNAP INC
+$96.7K
10,000
增持
ESML
ISHARES TR
+$94.7K
29,530
+3%
增持
AMAT
APPLIED MATLS INC
+$93.4K
1,223
+25%
减持
GE
GENERAL ELECTRIC CO
+$88.3K
2,003
-3%
减持
CSCO
CISCO SYS INC
-$88.2K
15,938
-9%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$86.0K
15,250
+33%
增持
LOW
LOWES COS INC
+$83.2K
2,086
+4%
增持
VOO
VANGUARD INDEX FDS
+$82.5K
1,283
+5%
增持
BAC
BANK AMERICA CORP
+$82.3K
14,907
+4%
增持
BA
BOEING CO
-$82.0K
1,220
+0%
建仓
DPST
DIREXION SHS ETF TR
+$80.0K
1,005
减持
FNDX
SCHWAB STRATEGIC TR
+$79.0K
19,115
-2%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$77.8K
0
-100%
增持
MTB
M & T BK CORP
+$77.1K
2,341
+22%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$77.0K
31,505
-2%
减持
TSLA
TESLA INC
-$69.5K
522
-20%
增持
NVO
NOVO-NORDISK A S
+$69.3K
2,418
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$68.3K
1,866
+5%
增持
WMT
WALMART INC
+$65.4K
8,347
+201%
减持
XLI
SELECT SECTOR SPDR TR
+$65.3K
5,740
-1%
增持
V
VISA INC
+$65.1K
2,517
+3%
增持
IBDW
ISHARES TR
+$64.6K
7,080
+83%
增持
IBDX
ISHARES TR
+$64.1K
5,265
+100%
清仓
FFIV
F5 INC
-$63.9K
0
-100%
减持
FNDA
SCHWAB STRATEGIC TR
+$63.7K
48,267
-1%
减持
VLO
VALERO ENERGY CORP
-$62.8K
100
-84%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$62.4K
19,330
+20%
减持
SO
SOUTHERN CO
-$62.0K
1,087
-46%
增持
TM
TOYOTA MOTOR CORP
+$61.8K
800
+5%
增持
USFR
WISDOMTREE TR
+$61.1K
37,710
+3%
增持
VTI
VANGUARD INDEX FDS
+$58.6K
1,456
+8%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$58.6K
671
-62%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$57.5K
245
-92%
减持
ORCL
ORACLE CORP
+$56.5K
5,266
-8%
增持
NFLX
NETFLIX INC
+$55.7K
313
+13%
减持
BDX
BECTON DICKINSON & CO
-$55.3K
680
-26%
清仓
PNW
PINNACLE WEST CAP CORP
-$54.0K
0
-100%
增持
MID
AMERICAN CENTY ETF TR
+$53.3K
2,675
+34%
建仓
SOXL
DIREXION SHS ETF TR
+$52.1K
1,120
减持
ESGE
ISHARES INC
-$51.7K
15,950
-10%
减持
QDF
FLEXSHARES TR
-$49.4K
14,066
-11%
减持
CI
THE CIGNA GROUP
+$48.8K
836
-2%
减持
IWF
ISHARES TR
+$48.7K
3,442
-6%
增持
MA
MASTERCARD INCORPORATED
+$48.5K
455
+14%
增持
TGT
TARGET CORP
+$48.2K
1,214
+4%
建仓
SHV
ISHARES TR
+$46.8K
423
增持
LULU
LULULEMON ATHLETICA INC
-$46.4K
406
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$46.2K
1,266
-2%
增持
ABT
ABBOTT LABS
+$44.7K
4,090
+7%
增持
ISRG
INTUITIVE SURGICAL INC
+$44.3K
374
+20%
增持
CL
COLGATE PALMOLIVE CO
+$43.8K
3,465
+3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$41.4K
1,758
+6%
建仓
SAN
BANCO SANTANDER S.A.
+$41.4K
8,554
增持
—
ASML HOLDING N V
+$39.7K
108
+26%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$39.4K
0
-100%
减持
QCOM
QUALCOMM INC
+$38.5K
1,603
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$37.8K
276
+19%
增持
OXY
OCCIDENTAL PETE CORP
+$37.7K
4,401
+6%
减持
INTC
INTEL CORP
-$36.7K
4,376
-4%
增持
EMR
EMERSON ELEC CO
+$34.9K
1,689
+5%
减持
CVX
CHEVRON CORP NEW
+$33.8K
4,877
-1%
清仓
—
PERRIGO CO PLC
-$33.8K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$33.6K
625
+1%
减持
DGRO
ISHARES TR
+$33.6K
12,169
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$33.6K
4,254
-24%
