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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 84
减持 59
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VCRB
VANGUARD MALVERN FDS
+$12.0M
153,379
+17134%
减持
AGG
ISHARES TR
-$10.1M
9,399
-92%
增持
VTIP
VANGUARD MALVERN FDS
+$2.0M
361,733
+12%
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
AAPL
APPLE INC
+$1.4M
24,539
+4%
减持
VUG
VANGUARD INDEX FDS
+$1.4M
35,299
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.3M
305,566
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
95,711
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
223,267
+11%
减持
VLUE
ISHARES TR
+$1.1M
115,367
-2%
清仓
BND
VANGUARD BD INDEX FDS
-$823.8K
0
-100%
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$807.0K
199,762
+22%
增持
GOOGL
ALPHABET INC
+$805.5K
8,852
+16%
增持
IBDS
ISHARES TR
+$726.6K
72,516
+69%
增持
IBCA
ISHARES TR
+$706.9K
28,363
+2197%
增持
NVDA
NVIDIA CORPORATION
+$638.4K
20,356
+2%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$600.7K
231,984
+12%
增持
DFIS
DIMENSIONAL ETF TRUST
+$598.4K
196,429
+4%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$593.4K
259,699
+11%
增持
ORCL
ORACLE CORP
+$578.1K
7,382
+8%
增持
DFSI
DIMENSIONAL ETF TRUST
+$568.6K
95,054
+13%
增持
DFSU
DIMENSIONAL ETF TRUST
+$565.0K
91,066
+8%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$517.9K
325,452
+10%
增持
GOOG
ALPHABET INC
+$506.4K
6,388
+8%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$498.4K
276,710
+10%
增持
ESGV
VANGUARD WORLD FD
+$495.4K
20,409
+16%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$484.9K
311,763
+9%
增持
XLP
SELECT SECTOR SPDR TR
+$482.8K
26,463
+35%
减持
SMLF
ISHARES TR
+$450.0K
75,537
-1%
减持
—
ACCENTURE PLC IRELAND
-$434.3K
1,801
-39%
减持
FISV
FISERV INC
-$356.7K
8,184
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$339.7K
93,268
+1%
减持
LRGF
ISHARES TR
+$333.7K
68,302
-0%
增持
IQLT
ISHARES TR
+$331.6K
197,580
+2%
增持
AVGO
BROADCOM INC
+$325.6K
5,579
+2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$315.2K
270,523
-3%
减持
JNJ
JOHNSON & JOHNSON
+$313.9K
9,759
-0%
增持
CAT
CATERPILLAR INC
+$251.8K
2,473
+3%
增持
IVV
ISHARES TR
+$246.0K
1,517
+22%
减持
MSFT
MICROSOFT CORP
+$245.9K
16,574
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$241.3K
10,239
-1%
减持
GE
GE AEROSPACE
+$239.9K
5,833
-1%
增持
ABBV
ABBVIE INC
+$235.2K
4,807
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$224.5K
4,149
+1%
减持
ANET
ARISTA NETWORKS INC
+$220.6K
5,335
-2%
减持
VOT
VANGUARD INDEX FDS
+$209.6K
36,640
-1%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$204.1K
100,792
+0%
增持
IBIE
ISHARES TR
+$199.2K
98,352
+8%
增持
BAC
BANK AMERICA CORP
+$193.5K
19,672
+13%
增持
IBID
ISHARES TR
+$192.6K
98,776
+8%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$189.7K
132,022
+8%
增持
HD
HOME DEPOT INC
+$180.6K
4,513
+0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$179.5K
128,835
+7%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$176.8K
127,263
+7%
减持
SPYX
SPDR SERIES TRUST
-$174.5K
2,515
-59%
减持
USFR
WISDOMTREE TR
-$172.5K
66,283
-5%
增持
AMZN
AMAZON COM INC
+$172.0K
7,120
+12%
增持
DFSE
DIMENSIONAL ETF TRUST
+$169.0K
23,974
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$168.8K
8,087
+1%
增持
IBIC
ISHARES TR
+$163.8K
97,649
+7%
减持
GMF
SPDR INDEX SHS FDS
+$159.5K
16,646
-2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$157.1K
53,210
+1%
增持
DGS
WISDOMTREE TR
+$155.9K
52,013
+2%
增持
IWF
ISHARES TR
+$148.3K
2,924
+2%
减持
VTI
VANGUARD INDEX FDS
-$146.3K
2,832
-20%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$137.5K
14,415
-22%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$135.9K
32,443
-2%
增持
GLW
CORNING INC
+$133.6K
4,136
+6%
增持
GM
GENERAL MTRS CO
+$133.1K
5,521
+33%
建仓
SCHX
SCHWAB STRATEGIC TR
+$132.9K
5,046
增持
LLY
ELI LILLY & CO
+$127.6K
1,333
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$127.1K
790
+69%
减持
CRM
SALESFORCE INC
-$123.8K
1,987
-9%
减持
MCO
MOODYS CORP
-$116.4K
1,178
-13%
减持
XLV
SELECT SECTOR SPDR TR
-$114.9K
688
-56%
增持
LRCX
LAM RESEARCH CORP
+$111.9K
2,857
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$111.2K
120
-90%
减持
TSLA
TESLA INC
+$111.0K
951
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$105.0K
775
+190%
减持
DIS
DISNEY WALT CO
-$103.9K
6,113
-6%
增持
RTX
RTX CORPORATION
+$101.8K
4,769
+0%
减持
LULU
LULULEMON ATHLETICA INC
-$101.0K
5
-99%
增持
BSMY
INVESCO EXCH TRD SLF IDX FD
+$99.0K
20,997
+21%
减持
FNDX
SCHWAB STRATEGIC TR
+$97.6K
55,605
-0%
增持
MMM
3M CO
+$97.4K
3,600
+19%
建仓
PWR
QUANTA SVCS INC
+$96.6K
233
增持
MS
MORGAN STANLEY
+$94.0K
5,105
+0%
减持
ESML
ISHARES TR
+$90.3K
39,262
-3%
减持
ESGE
ISHARES INC
-$88.7K
11,066
-24%
增持
DAL
DELTA AIR LINES INC DEL
+$85.2K
2,813
+86%
增持
EFA
ISHARES TR
+$83.7K
1,259
+232%
减持
GEV
GE VERNOVA INC
+$81.8K
1,411
-5%
减持
PG
PROCTER AND GAMBLE CO
-$81.7K
8,346
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$79.5K
192,618
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$78.4K
5,165
-1%
增持
WDC
WESTERN DIGITAL CORP
+$77.3K
1,281
+7%
减持
—
THOMSON REUTERS CORP
-$76.9K
1,156
-9%
减持
ES
EVERSOURCE ENERGY
-$76.0K
3,409
-32%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$74.3K
544
-15%
减持
VTEB
VANGUARD MUN BD FDS
-$74.2K
2,208
-41%
减持
VRSK
VERISK ANALYTICS INC
-$70.5K
885
-6%
减持
IDXX
IDEXX LABS INC
+$68.9K
771
-2%
减持
PM
PHILIP MORRIS INTL INC
-$68.6K
2,810
-2%
增持
FSLR
FIRST SOLAR INC
+$68.5K
1,237
+0%
减持
VO
VANGUARD INDEX FDS
+$68.1K
5,496
-1%
减持
CMCSA
COMCAST CORP NEW
-$66.2K
690
-72%
增持
IEFA
ISHARES TR
+$65.8K
1,676
+74%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$65.2K
51,448
+2%
增持
LOW
LOWES COS INC
+$64.5K
2,109
+1%
增持
CVX
CHEVRON CORP NEW
+$64.4K
5,295
+0%
增持
DELL
DELL TECHNOLOGIES INC
+$64.2K
3,299
+0%
建仓
USIG
ISHARES TR
+$63.6K
1,217
减持
VOO
VANGUARD INDEX FDS
+$63.0K
1,446
-0%
增持
TFLO
ISHARES TR
+$61.7K
2,035
+150%
建仓
ESGU
ISHARES TR
+$60.3K
414
减持
NVO
NOVO-NORDISK A S
-$59.5K
1,568
-26%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$59.1K
1,400
增持
—
ASML HOLDING N V
+$58.4K
187
+22%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$58.3K
24,970
+9%
减持
EWX
SPDR INDEX SHS FDS
-$57.5K
6,110
-19%
增持
IBMT
ISHARES TR
+$57.4K
3,205
+219%
增持
MRK
MERCK & CO INC
+$56.6K
6,349
+6%
增持
PFE
PFIZER INC
+$56.2K
37,047
+1%
增持
MGV
VANGUARD WORLD FD
+$55.4K
4,465
+5%
增持
IBMS
ISHARES TR
+$55.4K
3,180
+196%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$53.9K
351
-67%
增持
VZ
VERIZON COMMUNICATIONS INC
+$53.7K
6,662
+21%
增持
SLB
SCHLUMBERGER LTD
+$52.8K
5,827
+34%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$52.2K
22,093
+10%
减持
ADBE
ADOBE INC
-$50.9K
86
-59%
减持
VXUS
VANGUARD STAR FDS
-$50.6K
3,545
-21%
增持
SAP
SAP SE
-$50.5K
1,640
+2%
减持
—
EXXON MOBIL CORP
+$50.1K
21,314
-2%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$49.5K
25,785
+8%
减持
V
VISA INC
-$48.8K
2,583
-1%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$48.6K
17,015
+13%
减持
DLS
WISDOMTREE TR
+$48.2K
17,186
-2%
增持
NFLX
NETFLIX INC
-$48.1K
353
+0%
减持
KO
COCA COLA CO
-$48.1K
10,185
-0%
减持
NUMV
NUSHARES ETF TR
+$47.0K
19,010
-0%
增持
C
CITIGROUP INC
+$46.5K
2,644
+1%
增持
RY
ROYAL BK CDA
+$46.1K
1,164
+22%
减持
MDLZ
MONDELEZ INTL INC
-$46.0K
5,707
-4%
增持
SONY
SONY GROUP CORP
+$45.3K
13,686
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$45.0K
412
+3%
减持
WY
WEYERHAEUSER CO MTN BE
-$44.2K
908
-65%
减持
NULV
NUSHARES ETF TR
-$44.1K
29,722
-7%
建仓
PSKY
PARAMOUNT SKYDANCE CORP
+$41.9K
2,215
减持
CL
COLGATE PALMOLIVE CO
-$41.9K
2,571
-6%
减持
SCHB
SCHWAB STRATEGIC TR
-$41.8K
564
-76%
增持
ESGD
ISHARES TR
+$41.2K
6,806
+3%
