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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 59
减持 75
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
+$12.2M
256,067
+7286%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$8.5M
5,459
-96%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.4M
0
-100%
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
BSCY
INVESCO EXCH TRD SLF IDX FD
+$1.6M
78,905
+13504%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.4M
318,786
-3%
减持
VUG
VANGUARD INDEX FDS
+$871.0K
34,955
-0%
增持
SCHR
SCHWAB STRATEGIC TR
+$849.8K
126,541
+188%
增持
ESGV
VANGUARD WORLD FD
+$771.1K
24,669
+38%
减持
SHY
ISHARES TR
-$658.2K
785
-91%
减持
PFE
PFIZER INC
-$610.9K
33,956
-35%
建仓
ANET
ARISTA NETWORKS INC
+$532.4K
4,817
增持
IVV
ISHARES TR
+$519.3K
2,108
+69%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$503.1K
8,373
-10%
清仓
—
ARISTA NETWORKS INC
-$464.4K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
-$454.8K
71,213
+2%
增持
IQLT
ISHARES TR
-$453.7K
186,526
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$442.6K
185,785
+8%
增持
VOT
VANGUARD INDEX FDS
+$410.3K
36,027
+0%
增持
NVDA
NVIDIA CORPORATION
+$390.1K
19,515
+6%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$384.1K
99,617
+5%
增持
EFA
ISHARES TR
+$353.6K
4,944
+1943%
减持
PEP
PEPSICO INC
-$344.3K
4,100
-28%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$329.4K
32,783
-3%
增持
AVGO
BROADCOM INC
+$319.1K
5,310
+0%
减持
—
EXXON MOBIL CORP
-$301.9K
20,697
-4%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$283.6K
51,526
+3%
清仓
—
LAM RESEARCH CORP
-$266.9K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$254.7K
204,911
+9%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$250.3K
222,108
+9%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$249.0K
251,233
+10%
减持
JNJ
JOHNSON & JOHNSON
-$244.4K
8,699
-6%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$240.7K
208,788
+8%
增持
VSGX
VANGUARD WORLD FD
+$233.3K
33,233
+24%
减持
AEP
AMERICAN ELEC PWR CO INC
-$230.9K
3,622
-34%
减持
AAPL
APPLE INC
+$223.1K
25,645
-4%
增持
AMZN
AMAZON COM INC
+$222.5K
6,296
+1%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$221.7K
28,679
+2%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$218.4K
265,857
+9%
减持
JPM
JPMORGAN CHASE & CO.
+$215.0K
8,755
-2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$214.7K
208,449
+6%
增持
BAC
BANK AMERICA CORP
+$213.8K
18,816
+22%
减持
BAX
BAXTER INTL INC
-$206.9K
15,842
-10%
减持
MSFT
MICROSOFT CORP
-$205.4K
16,637
-1%
减持
CVS
CVS HEALTH CORP
-$202.9K
6,426
-18%
增持
DFSU
DIMENSIONAL ETF TRUST
+$198.7K
77,903
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$197.4K
94,129
+0%
减持
ELV
ELEVANCE HEALTH INC
-$196.7K
321
-47%
增持
DFSI
DIMENSIONAL ETF TRUST
+$196.2K
82,911
+17%
建仓
LRCX
LAM RESEARCH CORP
+$195.6K
2,708
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$192.9K
213,726
+9%
增持
DGS
WISDOMTREE TR
-$187.5K
50,455
+2%
减持
MDLZ
MONDELEZ INTL INC
-$186.1K
4,463
-27%
增持
GOOGL
ALPHABET INC
+$185.3K
7,527
+1%
减持
VOO
VANGUARD INDEX FDS
-$180.1K
1,260
-23%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$179.8K
2,111
-86%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$179.7K
0
-100%
建仓
BSMY
INVESCO EXCH TRD SLF IDX FD
+$173.4K
7,082
减持
FISV
FISERV INC
+$167.5K
8,159
-3%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$164.7K
201,184
+9%
增持
GOOG
ALPHABET INC
+$161.6K
5,597
+3%
减持
TD
TORONTO DOMINION BK ONT
-$157.2K
2,952
-41%
减持
IJR
ISHARES TR
-$150.1K
1,055
-55%
增持
EW
EDWARDS LIFESCIENCES CORP
+$149.7K
18,101
+0%
清仓
—
ISHARES TR
-$144.1K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$143.8K
35,963
-7%
增持
DFUV
DIMENSIONAL ETF TRUST
+$140.6K
297,266
+3%
增持
COF
CAPITAL ONE FINL CORP
+$138.3K
793
+3676%
减持
FNDC
SCHWAB STRATEGIC TR
-$133.8K
13,776
-13%
减持
UPS
UNITED PARCEL SERVICE INC
-$126.6K
391
-70%
增持
CRM
SALESFORCE INC
+$126.4K
2,058
+0%
减持
NVO
NOVO-NORDISK A S
-$125.9K
2,283
-16%
增持
CSCO
CISCO SYS INC
+$125.3K
17,401
+2%
减持
TSLA
TESLA INC
+$124.2K
936
-4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$123.9K
183,081
+3%
减持
LLY
ELI LILLY & CO
-$120.9K
952
-1%
增持
BND
VANGUARD BD INDEX FDS
+$115.2K
10,003
+24%
减持
ABBV
ABBVIE INC
-$114.9K
4,679
-2%
减持
MGV
VANGUARD WORLD FD
-$111.0K
4,015
-16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$111.0K
4,507
+0%
增持
AGG
ISHARES TR
+$109.6K
101,009
+6%
减持
DSI
ISHARES TR
-$109.0K
4,073
-21%
建仓
ILCV
ISHARES TR
+$108.1K
1,335
减持
MS
MORGAN STANLEY
+$105.0K
5,038
-1%
增持
GE
GE AEROSPACE
-$103.4K
4,839
+0%
增持
PRU
PRUDENTIAL FINL INC
+$101.2K
958
+839%
减持
MRK
MERCK & CO INC
-$101.0K
5,675
-3%
增持
PG
PROCTER AND GAMBLE CO
+$100.9K
8,854
+11%
减持
XLP
SELECT SECTOR SPDR TR
-$97.4K
3,876
-20%
增持
DIS
DISNEY WALT CO
+$96.5K
6,221
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$93.5K
3,785
+478%
减持
V
VISA INC
+$90.6K
2,559
-2%
减持
USFR
WISDOMTREE TR
-$90.5K
36,566
-5%
减持
OXY
OCCIDENTAL PETE CORP
-$90.2K
990
-63%
减持
SPYX
SPDR SER TR
-$90.2K
8,245
-20%
减持
KO
COCA COLA CO
-$88.9K
8,538
-1%
减持
GEV
GE VERNOVA INC
+$86.6K
1,195
-1%
增持
GMF
SPDR INDEX SHS FDS
-$86.1K
17,285
+2%
减持
FSLR
FIRST SOLAR INC
-$85.2K
1,075
-2%
减持
AMGN
AMGEN INC
-$85.0K
1,156
-4%
减持
IAGG
ISHARES TR
-$84.3K
31,664
-1%
增持
QQQ
INVESCO QQQ TR
+$83.5K
1,396
+8%
减持
NULV
NUSHARES ETF TR
-$82.8K
32,736
-0%
减持
HD
HOME DEPOT INC
-$79.7K
4,215
-1%
减持
QDF
FLEXSHARES TR
-$79.2K
9,532
-9%
增持
DFIV
DIMENSIONAL ETF TRUST
-$77.4K
90,093
+5%
减持
IJH
ISHARES TR
-$75.4K
3,989
-23%
减持
STLD
STEEL DYNAMICS INC
-$75.1K
59
-91%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$72.9K
213
-73%
清仓
VYM
VANGUARD WHITEHALL FDS
-$71.7K
0
-100%
减持
FLOT
ISHARES TR
-$70.8K
2,400
-37%
增持
VTI
VANGUARD INDEX FDS
+$69.7K
2,239
+9%
增持
NFLX
NETFLIX INC
+$68.1K
343
+2%
减持
NDSN
NORDSON CORP
-$68.0K
476
-25%
减持
WY
WEYERHAEUSER CO MTN BE
-$67.9K
1,147
-61%
减持
ED
CONSOLIDATED EDISON INC
-$67.0K
3,766
-3%
减持
WMT
WALMART INC
+$66.8K
8,018
-2%
增持
GM
GENERAL MTRS CO
+$66.8K
4,962
+13%
清仓
EOI
EATON VANCE ENHANCED EQUITY
-$65.7K
0
-100%
增持
IDXX
IDEXX LABS INC
-$65.5K
829
+3%
减持
LRGF
ISHARES TR
-$65.4K
71,791
-4%
减持
CAT
CATERPILLAR INC
-$63.9K
2,183
-0%
减持
LOW
LOWES COS INC
-$63.5K
2,078
-2%
减持
NUSC
NUSHARES ETF TR
-$60.8K
22,565
-4%
减持
ZTS
ZOETIS INC
-$59.1K
1,195
-8%
减持
BDX
BECTON DICKINSON & CO
-$58.2K
480
-31%
减持
BSMU
INVESCO EXCH TRD SLF IDX FD
-$56.9K
27,060
-7%
增持
DFIS
DIMENSIONAL ETF TRUST
-$56.5K
180,880
+8%
减持
CL
COLGATE PALMOLIVE CO
-$56.3K
3,347
-4%
清仓
TLT
ISHARES TR
-$55.6K
0
-100%
增持
META
META PLATFORMS INC
+$55.3K
982
+8%
减持
—
MEDTRONIC PLC
-$55.0K
2,379
-13%
减持
IEF
ISHARES TR
-$54.2K
192
-74%
清仓
IEI
ISHARES TR
-$52.0K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$51.5K
2,802
-26%
建仓
BLK
BLACKROCK INC
+$51.3K
50
增持
UAL
UNITED AIRLS HLDGS INC
+$51.1K
1,224
+3%
减持
AOS
SMITH A O CORP
-$50.7K
736
-34%
减持
UNH
UNITEDHEALTH GROUP INC
-$50.5K
455
-5%
减持
—
UNILEVER PLC
-$50.5K
5,905
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$49.5K
4,951
-4%
增持
NVS
NOVARTIS AG
-$48.8K
2,788
+0%
清仓
IJS
ISHARES TR
-$48.6K
0
-100%
减持
ESGE
ISHARES INC
-$48.0K
15,097
-0%
减持
VBK
VANGUARD INDEX FDS
-$47.3K
255
-43%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$46.9K
288
-9%
增持
CI
THE CIGNA GROUP
-$46.8K
749
+2%
减持
CMCSA
COMCAST CORP NEW
-$46.7K
2,050
-31%
清仓
—
BLACKROCK INC
-$46.5K
0
-100%
减持
UNP
UNION PAC CORP
-$46.3K
2,044
-2%
增持
AMAT
APPLIED MATLS INC
-$46.3K
1,328
+2%
