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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 102
减持 34
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.2M
28,725
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.0M
203,952
+10%
减持
VUG
VANGUARD INDEX FDS
+$980.6K
34,397
-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。
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$931.3K
89,920
+22%
增持
MSFT
MICROSOFT CORP
+$849.2K
16,643
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$732.4K
247,732
+13%
增持
NVDA
NVIDIA CORPORATION
+$717.1K
17,536
+993%
增持
DFIS
DIMENSIONAL ETF TRUST
+$656.6K
136,983
+26%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$631.4K
93,143
+4%
增持
GMF
SPDR INDEX SHS FDS
+$564.9K
15,636
+38%
增持
VLUE
ISHARES TR
+$547.0K
104,191
+10%
增持
VOT
VANGUARD INDEX FDS
+$498.3K
32,454
+10%
增持
DFAT
DIMENSIONAL ETF TRUST
+$490.8K
36,566
+42%
增持
AGG
ISHARES TR
+$461.7K
83,089
+7%
增持
SCHR
SCHWAB STRATEGIC TR
+$447.4K
44,541
+27%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$431.7K
201,207
+17%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$415.3K
186,473
+17%
建仓
MGV
VANGUARD WORLD FD
+$388.1K
3,275
增持
GOOGL
ALPHABET INC
+$378.9K
7,552
+14%
增持
DFIV
DIMENSIONAL ETF TRUST
+$336.0K
75,573
+17%
增持
DGS
WISDOMTREE TR
+$330.2K
49,084
+14%
减持
SMLF
ISHARES TR
-$325.8K
91,289
-2%
减持
IVV
ISHARES TR
-$320.5K
1,352
-33%
增持
IAGG
ISHARES TR
+$297.5K
31,004
+24%
建仓
IMCG
ISHARES TR
+$286.9K
4,235
增持
DFSU
DIMENSIONAL ETF TRUST
+$273.2K
64,288
+12%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$267.4K
153,052
+11%
增持
AVGO
BROADCOM INC
+$266.1K
543
+19%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$243.9K
160,343
+9%
增持
NULV
NUSHARES ETF TR
+$238.6K
26,681
+35%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$237.0K
174,776
+9%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$232.7K
167,203
+8%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$218.0K
166,285
+8%
减持
VSGX
VANGUARD WORLD FD
-$207.3K
30,642
-10%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$198.8K
88,526
+5%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$198.1K
8,910
+123%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$186.5K
169,475
+6%
减持
DGRO
ISHARES TR
-$185.3K
9,048
-26%
增持
DFSI
DIMENSIONAL ETF TRUST
+$179.8K
48,186
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$177.0K
1,542
+22%
增持
VOO
VANGUARD INDEX FDS
+$176.5K
1,586
+24%
增持
AMZN
AMAZON COM INC
+$162.4K
6,252
+8%
减持
VO
VANGUARD INDEX FDS
-$161.2K
6,192
-7%
增持
IQLT
ISHARES TR
+$158.1K
159,864
+4%
增持
ESGV
VANGUARD WORLD FD
+$156.6K
17,367
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$155.9K
9,341
-1%
增持
LLY
ELI LILLY & CO
+$155.1K
936
+5%
减持
GOOG
ALPHABET INC
+$150.6K
5,687
-3%
增持
DFSE
DIMENSIONAL ETF TRUST
+$148.9K
17,240
+30%
增持
IBDY
ISHARES TR
+$148.4K
14,242
+72%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$142.5K
32,855
+9%
增持
VIGI
VANGUARD WHITEHALL FDS
+$139.8K
67,738
+3%
减持
ENPH
ENPHASE ENERGY INC
-$139.3K
327
-77%
减持
SYK
STRYKER CORPORATION
-$135.8K
3,972
-4%
增持
QCOM
QUALCOMM INC
+$132.4K
2,027
+26%
减持
TD
TORONTO DOMINION BK ONT
-$131.0K
2,418
-45%
增持
ORCL
ORACLE CORP
+$124.5K
5,566
+6%
增持
DIS
DISNEY WALT CO
-$123.9K
6,399
+3%
增持
ESML
ISHARES TR
+$123.7K
34,100
+15%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$120.5K
156,601
+3%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$119.8K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$117.7K
3,269
+2%
减持
QDF
FLEXSHARES TR
-$109.7K
12,289
-13%
增持
BND
VANGUARD BD INDEX FDS
+$108.0K
7,838
+25%
减持
OXY
OCCIDENTAL PETE CORP
-$107.7K
2,829
-36%
增持
WMT
WALMART INC
+$107.5K
9,004
+8%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$106.2K
27,222
+8%
减持
NUDV
NUSHARES ETF TR
-$104.3K
790
-83%
增持
TSLA
TESLA INC
+$103.5K
987
+89%
减持
FNDA
SCHWAB STRATEGIC TR
-$102.4K
48,257
-0%
建仓
AVSE
AMERICAN CENTY ETF TR
+$102.0K
1,970
增持
—
INVESCO EXCH TRD SLF IDX FD
+$101.2K
167,856
+3%
增持
IBDV
ISHARES TR
+$97.6K
6,925
+198%
清仓
SNAP
SNAP INC
-$96.7K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$95.5K
148,918
+2%
减持
VRSN
VERISIGN INC
-$94.1K
768
-37%
建仓
GEV
GE VERNOVA INC
+$91.9K
536
增持
JPM
JPMORGAN CHASE & CO.
+$90.9K
9,164
+4%
增持
ADBE
ADOBE INC
+$89.9K
190
+513%
增持
HD
HOME DEPOT INC
-$89.4K
4,210
+5%
减持
MTB
M & T BK CORP
-$89.1K
1,661
-29%
增持
DELL
DELL TECHNOLOGIES INC
+$85.7K
3,230
+2%
减持
VGT
VANGUARD WORLD FD
-$84.4K
91
-65%
增持
FSLR
FIRST SOLAR INC
+$84.2K
1,092
+14%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$82.4K
4,436
+1711%
增持
NVO
NOVO-NORDISK A S
+$82.1K
2,750
+14%
增持
META
META PLATFORMS INC
+$78.7K
835
+18%
增持
IJR
ISHARES TR
+$76.6K
2,329
+50%
增持
IBDS
ISHARES TR
+$76.0K
8,965
+56%
增持
IBDX
ISHARES TR
+$74.5K
8,353
+59%
减持
VTIP
VANGUARD MALVERN FDS
-$73.1K
11,374
-13%
增持
CRM
SALESFORCE INC
-$72.4K
1,875
+2%
建仓
EIX
EDISON INTL
+$72.3K
1,007
增持
PG
PROCTER AND GAMBLE CO
+$72.1K
7,822
+4%
减持
BSSX
INVESCO EXCH TRD SLF IDX FD
-$71.9K
12,860
-17%
增持
SAP
SAP SE
+$71.2K
3,003
+10%
减持
MCD
MCDONALDS CORP
-$70.2K
1,735
-5%
建仓
SCHI
SCHWAB STRATEGIC TR
+$69.3K
1,571
增持
IJH
ISHARES TR
+$68.3K
5,200
+34%
增持
JNJ
JOHNSON & JOHNSON
-$68.1K
9,129
+3%
增持
AMAT
APPLIED MATLS INC
+$67.3K
1,354
+11%
减持
NUSC
NUSHARES ETF TR
-$67.0K
23,480
-1%
减持
CMCSA
COMCAST CORP NEW
-$66.4K
2,054
-39%
建仓
VYM
VANGUARD WHITEHALL FDS
+$66.3K
559
减持
CI
THE CIGNA GROUP
-$64.3K
724
-13%
增持
IBDU
ISHARES TR
+$64.1K
10,910
+36%
减持
XLP
SELECT SECTOR SPDR TR
-$62.5K
5,955
-12%
增持
—
ASML HOLDING N V
+$61.9K
163
+51%
减持
MRSH
MARSH & MCLENNAN COS INC
-$61.9K
290
-51%
增持
LOW
LOWES COS INC
-$61.3K
2,132
+2%
增持
BAC
BANK AMERICA CORP
+$61.3K
15,756
+6%
减持
IDXX
IDEXX LABS INC
-$61.2K
803
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$60.7K
1,810
-3%
减持
NULC
NUSHARES ETF TR
-$60.4K
1,380
-51%
增持
NVS
NOVARTIS AG
+$59.9K
2,662
+15%
增持
CAT
CATERPILLAR INC
-$58.1K
2,151
+2%
增持
PFE
PFIZER INC
+$57.7K
10,570
+23%
增持
QQQ
INVESCO QQQ TR
+$56.8K
960
+6%
增持
KO
COCA COLA CO
+$55.5K
8,853
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$54.5K
5,136
+4%
增持
—
UNILEVER PLC
+$53.0K
6,204
+8%
建仓
SMH
VANECK ETF TRUST
+$52.1K
200
建仓
TLT
ISHARES TR
+$52.0K
567
清仓
HXL
HEXCEL CORP NEW
-$51.7K
0
-100%
增持
INTC
INTEL CORP
-$51.3K
4,586
+5%
减持
NKE
NIKE INC
-$50.9K
2,720
-0%
增持
IBDR
ISHARES TR
+$50.8K
9,105
+31%
建仓
IEI
ISHARES TR
+$50.2K
435
增持
IBDT
ISHARES TR
+$50.0K
8,515
+32%
增持
—
ASTRAZENECA PLC
+$49.5K
1,557
+47%
增持
AXP
AMERICAN EXPRESS CO
+$49.3K
701
+41%
增持
—
LAM RESEARCH CORP
+$46.7K
292
+7%
减持
XLI
SELECT SECTOR SPDR TR
-$46.4K
5,552
-3%
增持
GD
GENERAL DYNAMICS CORP
+$46.1K
1,095
+14%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$45.0K
50,996
+2%
增持
VBK
VANGUARD INDEX FDS
+$44.6K
444
+74%
减持
DLS
WISDOMTREE TR
-$44.0K
19,329
-1%
建仓
IJS
ISHARES TR
+$43.9K
451
增持
VZ
VERIZON COMMUNICATIONS INC
+$43.7K
5,389
+27%
增持
ISRG
INTUITIVE SURGICAL INC
+$42.5K
431
+15%
增持
MS
MORGAN STANLEY
+$42.5K
5,188
+6%
增持
ELV
ELEVANCE HEALTH INC
+$41.7K
675
+8%
增持
IEF
ISHARES TR
+$40.0K
733
+142%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$39.3K
4,298
+7%
增持
SHY
ISHARES TR
+$39.3K
8,930
+6%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$39.2K
46,722
+17%
增持
AMGN
AMGEN INC
+$39.0K
1,195
+2%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$38.7K
11,010
-12%
增持
PM
PHILIP MORRIS INTL INC
+$38.5K
2,661
+5%
减持
TM
TOYOTA MOTOR CORP
-$38.4K
795
-1%
