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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 73
减持 59
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.0M
0
-100%
增持
IBCA
ISHARES TR
+$3.0M
143,278
+405%
增持
VTIP
VANGUARD MALVERN FDS
+$1.7M
405,650
+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。
减持
VLUE
ISHARES TR
+$1.3M
114,846
-0%
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$951.2K
245,014
+23%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$936.2K
321,697
+5%
增持
VCRB
VANGUARD MALVERN FDS
+$895.7K
165,892
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$856.2K
246,253
+10%
减持
ORCL
ORACLE CORP
-$757.5K
6,765
-8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$723.2K
275,014
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$657.2K
35,158
+33%
减持
MSFT
MICROSOFT CORP
-$649.8K
16,407
-1%
减持
GOOGL
ALPHABET INC
+$600.6K
8,794
-1%
减持
FISV
FISERV INC
-$560.2K
7,369
-10%
增持
DFIV
DIMENSIONAL ETF TRUST
+$555.4K
97,333
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$514.6K
96,315
+1%
增持
GOOG
ALPHABET INC
+$474.5K
6,470
+1%
增持
LLY
ELI LILLY & CO
+$466.0K
1,380
+4%
增持
IBDS
ISHARES TR
+$465.3K
91,858
+27%
增持
AAPL
APPLE INC
+$441.0K
24,606
+0%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$390.1K
250,270
+8%
增持
DFIS
DIMENSIONAL ETF TRUST
+$371.2K
199,886
+2%
增持
IQLT
ISHARES TR
+$365.8K
200,151
+1%
增持
VOT
VANGUARD INDEX FDS
-$352.8K
37,299
+2%
清仓
—
UNILEVER PLC
-$344.9K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$328.6K
2,880
+60%
减持
HD
HOME DEPOT INC
-$327.7K
4,362
-3%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$326.2K
330,671
+6%
建仓
UL
UNILEVER PLC
+$316.3K
4,837
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$310.5K
292,826
+6%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$306.9K
274,464
+6%
减持
ESGV
VANGUARD WORLD FD
-$303.2K
17,477
-14%
增持
VIGI
VANGUARD WHITEHALL FDS
+$292.2K
75,785
+2%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$289.7K
342,512
+5%
增持
DFSU
DIMENSIONAL ETF TRUST
+$270.3K
95,282
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$243.5K
53,698
+1%
增持
DGS
WISDOMTREE TR
+$243.1K
56,132
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$234.7K
10,150
+2450%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$234.0K
0
-100%
增持
DFSI
DIMENSIONAL ETF TRUST
+$222.4K
96,042
+1%
增持
JNJ
JOHNSON & JOHNSON
+$216.9K
9,792
+0%
清仓
—
ISHARES TR
-$205.8K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$192.3K
141,562
+7%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$174.9K
137,673
+7%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$161.2K
134,903
+6%
减持
PG
PROCTER AND GAMBLE CO
-$160.4K
7,829
-6%
增持
CSCO
CISCO SYS INC
+$146.2K
16,959
+0%
减持
—
EXXON MOBIL CORP
+$143.7K
21,164
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$141.3K
18,065
+0%
增持
IBID
ISHARES TR
+$139.5K
105,972
+7%
清仓
SCHX
SCHWAB STRATEGIC TR
-$132.9K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$130.2K
1,652
增持
CAH
CARDINAL HEALTH INC
+$129.7K
2,633
+0%
增持
IBIC
ISHARES TR
+$128.8K
104,139
+7%
增持
IBIE
ISHARES TR
+$128.4K
105,108
+7%
减持
MRK
MERCK & CO INC
+$127.7K
6,276
-1%
增持
OMC
OMNICOM GROUP INC
+$124.3K
1,775
+662%
清仓
—
INTERPUBLIC GROUP COS INC
-$123.6K
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$120.1K
5,016
-6%
建仓
BSMZ
INVESCO EXCH TRD SLF IDX FD
+$115.1K
4,525
增持
GM
GENERAL MTRS CO
+$114.3K
5,545
+0%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$111.1K
32,753
+1%
增持
LRCX
LAM RESEARCH CORP
+$107.2K
2,861
+0%
减持
MDLZ
MONDELEZ INTL INC
-$106.0K
4,654
-18%
增持
AMAT
APPLIED MATLS INC
+$103.6K
1,948
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$103.6K
4,154
+0%
建仓
IWM
ISHARES TR
+$101.9K
414
减持
JPM
JPMORGAN CHASE & CO.
-$98.4K
9,718
-5%
增持
UPS
UNITED PARCEL SERVICE INC
+$97.4K
1,083
+803%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$96.6K
3,042
+146%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$93.3K
7,090
-36%
增持
USFR
WISDOMTREE TR
+$93.1K
68,068
+3%
增持
AMZN
AMAZON COM INC
+$93.0K
7,176
+1%
增持
CRM
SALESFORCE INC
+$91.5K
2,123
+7%
增持
NFLX
NETFLIX INC
-$91.3K
3,540
+903%
减持
C
CITIGROUP INC
-$90.6K
1,523
-42%
减持
HPQ
HP INC
-$87.6K
3,727
-41%
减持
IEFA
ISHARES TR
-$85.2K
683
-59%
减持
NULV
NUSHARES ETF TR
-$85.2K
27,024
-9%
减持
BAX
BAXTER INTL INC
-$82.3K
14,571
-8%
减持
—
DUPONT DE NEMOURS INC
-$80.0K
465
-63%
减持
AVGO
BROADCOM INC
+$79.6K
5,548
-1%
增持
LULU
LULULEMON ATHLETICA INC
+$78.3K
381
+7520%
增持
WMT
WALMART INC
+$73.9K
7,374
+2%
减持
META
META PLATFORMS INC
-$73.8K
946
-1%
减持
CVX
CHEVRON CORP NEW
-$71.2K
4,928
-7%
增持
BAC
BANK AMERICA CORP
+$70.8K
19,740
+0%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$69.7K
24
-97%
增持
TD
TORONTO DOMINION BK ONT
+$68.3K
4,613
+1%
减持
RTX
RTX CORPORATION
+$68.2K
4,723
-1%
增持
WDC
WESTERN DIGITAL CORP
+$67.6K
1,285
+0%
减持
SMLF
ISHARES TR
-$67.5K
74,101
-2%
增持
IVV
ISHARES TR
+$66.9K
1,580
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$66.5K
882
-72%
增持
AMGN
AMGEN INC
+$65.6K
1,385
+1%
减持
RELX
RELX PLC
-$64.6K
3,794
-17%
减持
SPY
SPDR S&P 500 ETF TR
-$62.7K
1,307
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$60.7K
5,125
-1%
建仓
IAU
ISHARES GOLD TR
+$59.8K
737
增持
BSMY
INVESCO EXCH TRD SLF IDX FD
+$59.5K
23,202
+11%
建仓
—
TOTALENERGIES SE
+$57.0K
872
增持
QQQ
INVESCO QQQ TR
+$56.9K
1,457
+4%
增持
IAGG
ISHARES TR
+$56.0K
44,613
+5%
减持
LRGF
ISHARES TR
-$54.2K
67,177
-2%
减持
T
AT&T INC
-$54.2K
11,398
-5%
增持
SNDK
SANDISK CORP
+$54.1K
419
+4%
清仓
—
TOTALENERGIES SE
-$53.7K
0
-100%
减持
SPYX
SPDR SERIES TRUST
-$53.1K
1,510
-40%
建仓
Q
QNITY ELECTRONICS INC
+$52.9K
648
增持
FSLR
FIRST SOLAR INC
+$51.4K
1,241
+0%
增持
DELL
DELL TECHNOLOGIES INC
-$51.2K
3,309
+0%
减持
CEF
SPROTT ASSET MANAGEMENT LP
+$50.9K
6,430
-3%
减持
STN
STANTEC INC
-$49.5K
3,485
-1%
减持
GEV
GE VERNOVA INC
+$49.3K
1,403
-1%
减持
IWF
ISHARES TR
-$49.1K
2,790
-5%
清仓
DPST
DIREXION SHS ETF TR
-$48.5K
0
-100%
增持
MGV
VANGUARD WORLD FD
+$48.4K
4,700
+5%
减持
COP
CONOCOPHILLIPS
-$48.3K
2,483
-16%
增持
NVS
NOVARTIS AG
+$46.4K
3,153
+4%
减持
ABT
ABBOTT LABS
-$45.7K
4,538
-1%
减持
VRSK
VERISK ANALYTICS INC
-$44.5K
796
-10%
减持
SONY
SONY GROUP CORP
-$44.4K
13,659
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$44.0K
8,001
-1%
减持
—
THOMSON REUTERS CORP
-$43.6K
1,031
-11%
减持
BSSX
INVESCO EXCH TRD SLF IDX FD
-$43.3K
19,020
-9%
增持
MCO
MOODYS CORP
+$42.5K
1,182
+0%
减持
PFE
PFIZER INC
-$42.3K
36,210
-2%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$41.9K
766
+5007%
减持
SAP
SAP SE
-$41.3K
1,634
-0%
建仓
SCHA
SCHWAB STRATEGIC TR
+$39.8K
1,396
减持
UNP
UNION PAC CORP
-$38.9K
1,705
-7%
减持
CI
THE CIGNA GROUP
-$38.8K
635
-14%
清仓
SPTI
SPDR SERIES TRUST
-$38.7K
0
-100%
减持
USIG
ISHARES TR
-$38.4K
486
-60%
减持
VZ
VERIZON COMMUNICATIONS INC
-$37.7K
6,262
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$37.6K
4,018
+1%
增持
DAL
DELTA AIR LINES INC DEL
+$37.3K
2,837
+1%
减持
GE
GE AEROSPACE
+$37.1K
5,817
-0%
减持
BSMW
INVESCO EXCH TRD SLF IDX FD
-$37.0K
21,995
-7%
增持
KO
COCA COLA CO
+$36.8K
10,188
+0%
减持
VRSN
VERISIGN INC
-$36.3K
786
-3%
减持
GMF
SPDR INDEX SHS FDS
-$35.6K
16,419
-1%
减持
VTI
VANGUARD INDEX FDS
-$35.5K
2,666
-6%
增持
TFLO
ISHARES TR
+$34.9K
2,731
+34%
减持
SUSA
ISHARES TR
-$34.2K
11,643
-5%
增持
GLD
SPDR GOLD TR
+$34.1K
338
+20%
减持
CAT
CATERPILLAR INC
-$33.7K
2,001
-19%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$33.5K
234
减持
GS
GOLDMAN SACHS GROUP INC
+$33.2K
411
-0%
减持
VSGX
VANGUARD WORLD FD
+$33.0K
18,481
-1%
