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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 83
减持 52
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$2.6M
35,477
+2%
增持
MSFT
MICROSOFT CORP
+$2.5M
16,764
+8%
建仓
IBIE
ISHARES TR
+$2.4M
91,427
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。
建仓
IBID
ISHARES TR
+$2.4M
91,636
建仓
IBIC
ISHARES TR
+$2.4M
91,244
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$2.0M
119,132
-45%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$1.9M
119,902
-46%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$1.9M
122,772
-44%
增持
VOT
VANGUARD INDEX FDS
+$1.5M
37,114
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$1.4M
323,910
+8%
增持
XLP
SELECT SECTOR SPDR TR
+$1.3M
19,650
+471%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
95,069
+1%
减持
NVDA
NVIDIA CORPORATION
+$982.9K
19,999
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$875.1K
10,308
+20%
减持
DFUV
DIMENSIONAL ETF TRUST
-$837.5K
278,489
-9%
增持
IBDS
ISHARES TR
+$821.2K
42,786
+376%
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$806.0K
163,470
+29%
增持
DFIS
DIMENSIONAL ETF TRUST
+$761.3K
188,157
+0%
增持
IQLT
ISHARES TR
+$751.0K
194,341
+1%
增持
ORCL
ORACLE CORP
+$716.9K
6,852
+23%
减持
VLUE
ISHARES TR
+$693.6K
118,120
-1%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$629.3K
100,332
-1%
减持
AAPL
APPLE INC
-$624.0K
23,685
-4%
增持
AVGO
BROADCOM INC
+$622.1K
5,496
+3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$616.2K
73,530
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$561.9K
8,022
-4%
增持
GE
GE AEROSPACE
+$503.8K
5,885
+17%
增持
DFSU
DIMENSIONAL ETF TRUST
+$488.2K
84,148
+7%
增持
VTI
VANGUARD INDEX FDS
+$446.2K
3,539
+55%
增持
AGG
ISHARES TR
+$426.7K
110,957
+4%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$424.2K
52,762
+1%
减持
MUB
ISHARES TR
-$417.3K
3
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$409.4K
200,326
+3%
增持
GEV
GE VERNOVA INC
+$405.4K
1,485
+19%
减持
FISV
FISERV INC
-$398.7K
8,189
-0%
减持
LRGF
ISHARES TR
+$373.7K
68,370
-1%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$371.2K
18,590
+71%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$360.7K
285,002
-3%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$357.7K
285,094
+7%
增持
IAGG
ISHARES TR
+$357.7K
42,723
+17%
减持
DGS
WISDOMTREE TR
+$348.8K
50,942
-0%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$333.3K
251,683
+7%
减持
SMLF
ISHARES TR
+$330.9K
76,029
-2%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$324.7K
297,073
+6%
增持
ES
EVERSOURCE ENERGY
+$305.3K
5,007
+2251%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$303.0K
33,024
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$301.0K
5,210
+5%
减持
DFSI
DIMENSIONAL ETF TRUST
+$300.8K
84,340
-3%
增持
MCO
MOODYS CORP
+$295.3K
1,351
+65%
减持
DFIV
DIMENSIONAL ETF TRUST
+$289.9K
92,500
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$264.3K
196,553
+7%
增持
IBDY
ISHARES TR
+$262.8K
30,797
+47%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$252.3K
234,422
+4%
减持
VSGX
VANGUARD WORLD FD
-$241.1K
20,227
-24%
增持
SYK
STRYKER CORPORATION
+$219.1K
4,179
+8%
增持
AMZN
AMAZON COM INC
+$212.5K
6,342
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$208.0K
4,125
-6%
建仓
EZU
ISHARES INC
+$203.0K
3,415
增持
CAT
CATERPILLAR INC
+$203.0K
2,391
+9%
建仓
PICB
INVESCO EXCH TRADED FD TR II
+$202.8K
8,385
减持
USFR
WISDOMTREE TR
-$192.8K
69,659
-5%
增持
GOOG
ALPHABET INC
+$191.7K
5,916
+8%
增持
DIS
DISNEY WALT CO
+$190.6K
6,482
+4%
减持
ESGV
VANGUARD WORLD FD
+$189.7K
17,529
-1%
增持
GOOGL
ALPHABET INC
+$183.5K
7,640
+2%
增持
ANET
ARISTA NETWORKS INC
+$181.5K
5,442
+12%
增持
IBDX
ISHARES TR
+$180.0K
16,668
+72%
增持
VOO
VANGUARD INDEX FDS
+$175.0K
1,448
+15%
增持
META
META PLATFORMS INC
+$170.3K
931
+4%
减持
SCHR
SCHWAB STRATEGIC TR
-$170.3K
131,409
-6%
增持
CSCO
CISCO SYS INC
+$165.3K
17,048
+3%
增持
IMCG
ISHARES TR
+$163.6K
7,710
+21%
增持
AMAT
APPLIED MATLS INC
+$162.2K
1,946
+46%
增持
NFLX
NETFLIX INC
+$146.8K
352
+1%
减持
SUSA
ISHARES TR
+$143.4K
12,212
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$142.9K
29,516
-12%
增持
ESML
ISHARES TR
+$135.4K
40,640
+1%
增持
IBDZ
ISHARES TR
+$130.8K
7,390
+206%
增持
MS
MORGAN STANLEY
+$128.4K
5,094
+1%
增持
IBDW
ISHARES TR
+$126.5K
15,400
+62%
增持
KO
COCA COLA CO
+$119.9K
10,227
+21%
增持
DFSE
DIMENSIONAL ETF TRUST
+$117.9K
21,443
+3%
增持
BAC
BANK AMERICA CORP
+$117.6K
17,357
+3%
建仓
SPDW
SPDR INDEX SHS FDS
+$112.6K
2,780
减持
IBDR
ISHARES TR
-$111.9K
4,505
-51%
清仓
ILCV
ISHARES TR
-$108.7K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$108.1K
3,291
+2%
增持
HD
HOME DEPOT INC
+$106.6K
4,495
+7%
增持
VXUS
VANGUARD STAR FDS
+$106.4K
4,502
+37%
建仓
IWS
ISHARES TR
+$102.4K
775
减持
GMF
SPDR INDEX SHS FDS
+$102.1K
17,046
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
+$101.3K
18,026
-0%
减持
BP
BP PLC
-$100.9K
2,460
-52%
增持
ABBV
ABBVIE INC
-$100.5K
4,729
+1%
减持
IBDT
ISHARES TR
-$99.5K
4,670
-46%
增持
RTX
RTX CORPORATION
+$99.2K
4,768
+6%
增持
PM
PHILIP MORRIS INTL INC
+$98.6K
2,879
+7%
增持
UNH
UNITEDHEALTH GROUP INC
-$92.6K
467
+3%
减持
STN
STANTEC INC
+$89.7K
3,503
-0%
建仓
ISHG
ISHARES TR
+$86.5K
1,130
减持
ED
CONSOLIDATED EDISON INC
-$86.2K
3,149
-13%
减持
IMCB
ISHARES TR
-$84.1K
2,650
-34%
减持
—
TRANE TECHNOLOGIES PLC
+$83.3K
846
-1%
增持
BSMY
INVESCO EXCH TRD SLF IDX FD
+$82.7K
17,367
+27%
减持
IDXX
IDEXX LABS INC
+$82.3K
790
-3%
建仓
IWP
ISHARES TR
+$81.7K
589
建仓
IEFA
ISHARES TR
+$80.6K
965
减持
VTC
VANGUARD SCOTTSDALE FDS
-$80.3K
1,053
-50%
增持
CVX
CHEVRON CORP NEW
-$77.7K
5,293
+6%
增持
TSLA
TESLA INC
+$76.9K
982
+8%
增持
BSMW
INVESCO EXCH TRD SLF IDX FD
+$76.8K
25,180
+15%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$74.6K
206,604
+0%
减持
LLY
ELI LILLY & CO
-$74.4K
1,141
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$71.1K
3,740
-7%
增持
COF
CAPITAL ONE FINL CORP
+$70.5K
661
+69%
减持
SCHW
SCHWAB CHARLES CORP
+$69.1K
5,455
-0%
建仓
VCRB
VANGUARD MALVERN FDS
+$69.0K
890
增持
DUK
DUKE ENERGY CORP NEW
+$68.6K
1,481
+70%
建仓
FLEU
FRANKLIN TEMPLETON ETF TR
+$68.3K
2,210
增持
FSLR
FIRST SOLAR INC
+$66.7K
1,234
+13%
减持
IVV
ISHARES TR
+$66.4K
1,239
-1%
增持
C
CITIGROUP INC
+$65.9K
2,607
+19%
减持
TM
TOYOTA MOTOR CORP
-$65.7K
429
-46%
减持
SPYX
SPDR SERIES TRUST
-$64.8K
6,135
-26%
减持
A
AGILENT TECHNOLOGIES INC
-$63.6K
815
-40%
减持
SPY
SPDR S&P 500 ETF TR
+$61.9K
1,432
-3%
减持
WMT
WALMART INC
+$60.3K
7,388
-2%
增持
—
EXXON MOBIL CORP
-$60.0K
21,828
+8%
增持
MGV
VANGUARD WORLD FD
+$59.7K
4,265
+10%
减持
DFLV
DIMENSIONAL ETF TRUST
-$59.6K
1,810
-52%
减持
GS
GOLDMAN SACHS GROUP INC
+$58.6K
400
-3%
增持
IBDV
ISHARES TR
+$58.0K
11,220
+29%
增持
SAP
SAP SE
+$57.8K
1,607
+0%
减持
LRCX
LAM RESEARCH CORP
+$57.7K
2,780
-5%
增持
MTB
M & T BK CORP
+$55.6K
1,863
+9%
增持
NVS
NOVARTIS AG
+$54.6K
2,972
+9%
减持
XLV
SELECT SECTOR SPDR TR
-$53.9K
1,563
-14%
增持
EMR
EMERSON ELEC CO
+$53.0K
1,801
+6%
清仓
VXX
BARCLAYS BANK PLC
-$52.5K
0
-100%
增持
AVSE
AMERICAN CENTY ETF TR
+$52.4K
3,680
+16%
增持
SPGI
S&P GLOBAL INC
+$50.8K
318
+38%
减持
—
ACCENTURE PLC IRELAND
-$50.2K
2,939
-1%
增持
T
AT&T INC
+$50.2K
10,477
+17%
建仓
SPEM
SPDR INDEX SHS FDS
+$48.9K
1,145
增持
—
LINDE PLC
+$47.9K
249
+68%
减持
BA
BOEING CO
+$47.2K
1,234
-0%
减持
ESGE
ISHARES INC
+$47.2K
14,532
-3%
增持
XYL
XYLEM INC
+$47.0K
1,753
+16%
增持
NULV
NUSHARES ETF TR
+$46.8K
32,129
+0%
增持
PEP
PEPSICO INC
-$46.7K
5,962
+7%
