小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 89
减持 54
方向
标的
Δ市值
现股数(环比)
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$8.0M
329,595
+62%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.6M
149,906
+67%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.3M
288,403
+16%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
94,066
+1%
增持
AGG
ISHARES TR
+$1.6M
95,568
+15%
增持
VLUE
ISHARES TR
+$1.5M
112,177
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.4M
172,438
+16%
增持
VOT
VANGUARD INDEX FDS
+$1.3M
35,863
+11%
增持
PFE
PFIZER INC
+$1.2M
52,238
+394%
增持
IQLT
ISHARES TR
+$1.1M
177,814
+11%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
167,647
+22%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.0M
18,038
+915%
增持
DFSI
DIMENSIONAL ETF TRUST
+$940.2K
70,726
+47%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$888.7K
94,499
+7%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$839.4K
242,870
+21%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$831.7K
227,947
+22%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$829.3K
184,603
+21%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$776.1K
195,764
+18%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$671.3K
188,238
+17%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$649.2K
203,251
+16%
增持
BAX
BAXTER INTL INC
+$646.6K
17,615
+2545%
增持
VIGI
VANGUARD WHITEHALL FDS
+$645.4K
69,678
+3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$612.9K
194,043
+16%
增持
VUG
VANGUARD INDEX FDS
+$611.1K
35,100
+2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$585.7K
196,085
+16%
增持
DFIV
DIMENSIONAL ETF TRUST
+$557.8K
85,974
+14%
增持
GE
GE AEROSPACE
+$556.4K
4,828
+117%
增持
DFSU
DIMENSIONAL ETF TRUST
+$512.8K
74,068
+15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$498.4K
9,339
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$485.8K
5,506
+510%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$464.5K
4,486
+148%
建仓
—
ARISTA NETWORKS INC
+$464.4K
1,210
增持
ESML
ISHARES TR
+$449.9K
42,150
+24%
减持
VTIP
VANGUARD MALVERN FDS
-$381.1K
3,467
-70%
增持
NULV
NUSHARES ETF TR
+$363.3K
32,876
+23%
增持
GMF
SPDR INDEX SHS FDS
+$341.7K
16,923
+8%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$334.0K
4,212
增持
CVS
CVS HEALTH CORP
+$331.1K
7,815
+188%
建仓
CAH
CARDINAL HEALTH INC
+$280.8K
2,541
增持
HD
HOME DEPOT INC
+$270.0K
4,243
+1%
建仓
ZTS
ZOETIS INC
+$253.8K
1,299
减持
SAP
SAP SE
-$252.9K
1,540
-49%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$249.6K
5,147
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$248.9K
38,568
+5%
增持
MGV
VANGUARD WORLD FD
+$224.4K
4,775
+46%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$224.0K
177,080
+5%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$221.1K
33,911
+3%
增持
MSFT
MICROSOFT CORP
-$220.7K
16,774
+1%
增持
GEV
GE VERNOVA INC
+$214.6K
1,202
+124%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$196.1K
28,194
+4%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$188.1K
14,608
+863%
增持
VTI
VANGUARD INDEX FDS
+$187.7K
2,045
+40%
建仓
AVSD
AMERICAN CENTY ETF TR
+$183.6K
3,030
增持
TD
TORONTO DOMINION BK ONT
+$181.5K
4,970
+106%
增持
IMCG
ISHARES TR
+$178.3K
6,375
+51%
增持
—
ACCENTURE PLC IRELAND
+$170.7K
3,289
+1%
增持
QQQ
INVESCO QQQ TR
+$170.2K
1,291
+34%
增持
JNJ
JOHNSON & JOHNSON
+$168.2K
9,271
+2%
减持
DGRO
ISHARES TR
-$162.9K
5,716
-37%
增持
COST
COSTCO WHSL CORP NEW
+$162.6K
333
+113%
减持
ISRG
INTUITIVE SURGICAL INC
-$158.3K
68
-84%
减持
ORCL
ORACLE CORP
+$150.6K
5,496
-1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$148.9K
49,985
-2%
减持
AAPL
APPLE INC
+$148.8K
26,604
-7%
减持
DAL
DELTA AIR LINES INC DEL
-$143.3K
1,973
-62%
增持
CAT
CATERPILLAR INC
+$139.3K
2,188
+2%
减持
GOOG
ALPHABET INC
-$138.8K
5,409
-5%
增持
ESGV
VANGUARD WORLD FD
+$138.4K
17,869
+3%
减持
GOOGL
ALPHABET INC
-$136.0K
7,474
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$134.2K
162,509
+4%
增持
DGS
WISDOMTREE TR
+$130.9K
49,455
+1%
增持
IAGG
ISHARES TR
+$117.2K
32,129
+4%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$116.0K
29,105
+20%
增持
NUMV
NUSHARES ETF TR
+$114.7K
20,967
+5%
减持
EFA
ISHARES TR
-$111.3K
242
-86%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$110.3K
10,890
+22%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$109.4K
20,610
+28%
增持
MCD
MCDONALDS CORP
+$109.0K
1,810
+4%
减持
MRK
MERCK & CO INC
-$107.7K
5,861
-6%
减持
LOW
LOWES COS INC
+$106.3K
2,128
-0%
增持
UNP
UNION PAC CORP
+$104.5K
2,079
+15%
减持
VSGX
VANGUARD WORLD FD
-$103.9K
26,841
-12%
增持
DFSE
DIMENSIONAL ETF TRUST
+$101.3K
19,145
+11%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$99.1K
820
-87%
增持
META
META PLATFORMS INC
+$98.8K
908
+9%
增持
NSC
NORFOLK SOUTHN CORP
+$98.1K
807
+69%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$96.9K
24,705
+18%
增持
TRV
TRAVELERS COMPANIES INC
+$94.8K
802
+75%
减持
PEP
PEPSICO INC
-$93.6K
5,691
-12%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$93.5K
1,612
+118%
增持
BSSX
INVESCO EXCH TRD SLF IDX FD
+$93.5K
16,200
+26%
增持
PG
PROCTER AND GAMBLE CO
+$93.5K
7,988
+2%
减持
SUSA
ISHARES TR
+$92.7K
12,707
-1%
减持
VBR
VANGUARD INDEX FDS
-$89.8K
732
-44%
增持
SHW
SHERWIN WILLIAMS CO
+$88.9K
1,046
+1%
减持
CSCO
CISCO SYS INC
+$86.7K
17,001
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$82.1K
31,355
-0%
减持
SYK
STRYKER CORPORATION
+$82.0K
3,968
-0%
建仓
STLD
STEEL DYNAMICS INC
+$81.8K
649
减持
RTX
RTX CORPORATION
+$81.1K
4,582
-3%
增持
CRM
SALESFORCE INC
+$79.6K
2,052
+9%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$76.8K
14,645
+27%
增持
IBDY
ISHARES TR
+$76.8K
16,502
+16%
建仓
AVIV
AMERICAN CENTY ETF TR
+$75.8K
1,350
减持
ABBV
ABBVIE INC
+$72.7K
4,792
-6%
减持
SMLF
ISHARES TR
-$71.7K
83,136
-9%
减持
NVO
NOVO-NORDISK A S
-$70.2K
2,707
-2%
减持
QCOM
QUALCOMM INC
-$67.2K
1,979
-2%
增持
VOO
VANGUARD INDEX FDS
+$65.8K
1,628
+3%
减持
QDF
FLEXSHARES TR
-$65.7K
10,482
-15%
减持
FLOT
ISHARES TR
-$65.1K
3,780
-25%
增持
NVDA
NVIDIA CORPORATION
+$64.2K
18,368
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$64.2K
480
+13%
减持
SCHI
SCHWAB STRATEGIC TR
-$64.1K
112
-93%
增持
ED
CONSOLIDATED EDISON INC
+$64.0K
3,871
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$63.0K
3,353
-28%
增持
—
TRANE TECHNOLOGIES PLC
+$63.0K
839
+5%
减持
FNDA
SCHWAB STRATEGIC TR
+$63.0K
45,547
-6%
增持
DELL
DELL TECHNOLOGIES INC
-$62.4K
3,231
+0%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$61.2K
21,665
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$60.0K
4,610
+7%
减持
XLI
SELECT SECTOR SPDR TR
+$58.5K
5,428
-2%
减持
TSLA
TESLA INC
+$58.5K
970
-2%
减持
LRGF
ISHARES TR
+$57.9K
74,834
-4%
减持
AMAT
APPLIED MATLS INC
-$57.3K
1,298
-4%
减持
KO
COCA COLA CO
+$57.0K
8,635
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
+$56.8K
3,265
-0%
减持
MMM
3M CO
+$55.7K
2,148
-8%
增持
VTRS
VIATRIS INC
+$54.4K
6,905
+185%
减持
XLP
SELECT SECTOR SPDR TR
-$54.0K
4,844
-19%
增持
NGG
NATIONAL GRID PLC
+$53.5K
986
+268%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$52.6K
1,625
-48%
减持
SCHR
SCHWAB STRATEGIC TR
+$51.7K
43,951
-1%
减持
VO
VANGUARD INDEX FDS
+$51.2K
5,876
-5%
减持
ELV
ELEVANCE HEALTH INC
-$50.6K
606
-10%
减持
MDLZ
MONDELEZ INTL INC
+$50.3K
6,145
-0%
减持
AMZN
AMAZON COM INC
-$49.4K
6,219
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$48.9K
5,460
-0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$48.1K
10,170
+23%
减持
WMT
WALMART INC
+$47.9K
8,144
-10%
减持
F
FORD MTR CO
-$47.2K
11,294
-15%
增持
ABT
ABBOTT LABS
+$46.3K
4,379
+0%
减持
—
ASML HOLDING N V
-$45.9K
145
-11%
增持
SONY
SONY GROUP CORP
+$45.7K
2,572
+8%
减持
SHV
ISHARES TR
-$45.1K
15
-96%
减持
—
UNILEVER PLC
+$44.1K
5,931
-4%
增持
—
LAM RESEARCH CORP
-$44.1K
327
+12%
减持
TROW
PRICE T ROWE GROUP INC
-$43.7K
138
-73%
增持
V
VISA INC
+$43.6K
2,612
+2%
减持
INTC
INTEL CORP
-$43.2K
4,212
-8%
