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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 86
减持 55
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$1.9M
16,263
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
432,060
+7%
增持
VUG
VANGUARD INDEX FDS
-$1.4M
35,590
+2%
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
IBCA
ISHARES TR
+$1.1M
186,006
+30%
减持
—
EXXON MOBIL CORP
+$1.0M
21,016
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$933.7K
339,430
+6%
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$749.5K
4,582
增持
VCRB
VANGUARD MALVERN FDS
+$732.7K
176,465
+6%
减持
VLUE
ISHARES TR
+$626.9K
114,845
-0%
增持
GEV
GE VERNOVA INC
+$546.9K
1,677
+20%
增持
VOT
VANGUARD INDEX FDS
-$461.7K
38,663
+4%
减持
DFUV
DIMENSIONAL ETF TRUST
+$446.3K
273,612
-1%
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$422.4K
269,234
+10%
减持
USFR
WISDOMTREE TR
-$413.7K
59,823
-12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$380.2K
255,549
+4%
增持
XLP
SELECT SECTOR SPDR TR
+$376.2K
37,903
+8%
减持
JNJ
JOHNSON & JOHNSON
+$365.1K
9,784
-0%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$326.8K
354,188
+7%
增持
AAPL
APPLE INC
-$323.8K
25,082
+2%
增持
CVX
CHEVRON CORPORATION
+$320.6K
5,180
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$318.0K
98,046
+1%
增持
IQLT
ISHARES TR
+$313.5K
203,556
+2%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$289.7K
311,093
+6%
减持
LRGF
ISHARES TR
-$275.6K
66,492
-1%
增持
DGS
WISDOMTREE TR
+$275.1K
58,038
+3%
增持
CAT
CATERPILLAR INC
+$272.7K
2,003
+0%
增持
ORCL
ORACLE CORP
-$270.4K
7,125
+5%
增持
IBDS
ISHARES TR
+$262.7K
102,848
+12%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$255.2K
290,687
+6%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$252.5K
265,879
+6%
增持
GE
GE AEROSPACE
+$250.5K
7,197
+24%
增持
NULV
NUSHARES ETF TR
+$242.5K
32,087
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$239.2K
5,276
+3%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$235.7K
361,721
+6%
增持
GLW
CORNING INC
+$221.6K
4,293
+4%
减持
CRM
SALESFORCE INC
-$220.4K
1,832
-14%
增持
JPM
JPMORGAN CHASE & CO
-$214.7K
9,915
+2%
减持
AVGO
BROADCOM INC
-$210.7K
5,523
-0%
增持
LLY
ELI LILLY & CO
-$207.3K
1,387
+1%
减持
—
ACCENTURE PLC IRELAND
-$205.4K
2,861
-1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$203.4K
152,758
+8%
增持
GOOGL
ALPHABET INC
-$195.8K
8,891
+1%
减持
SUSA
ISHARES TR
-$192.7K
10,823
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$190.5K
7,995
-0%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$190.4K
32,245
-2%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$186.8K
145,217
+8%
增持
NVDA
NVIDIA CORPORATION
-$185.5K
20,742
+2%
减持
IVV
ISHARES TR
-$184.0K
1,375
-13%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$176.7K
147,036
+7%
减持
DFSI
DIMENSIONAL ETF TRUST
-$175.9K
92,901
-3%
增持
IAGG
ISHARES TR
+$175.6K
48,095
+8%
增持
DFSE
DIMENSIONAL ETF TRUST
+$173.4K
27,329
+15%
建仓
—
ASTRAZENECA PLC
+$170.6K
865
增持
AMAT
APPLIED MATLS INC
+$168.6K
1,958
+1%
减持
NUSC
NUSHARES ETF TR
-$167.4K
18,645
-17%
减持
DIS
DISNEY WALT CO
-$164.9K
5,578
-10%
减持
SNDK
SANDISK CORP
+$164.8K
416
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$164.1K
97,666
+1%
清仓
—
ASTRAZENECA PLC
-$159.6K
0
-100%
减持
ESGV
VANGUARD WORLD FD
-$155.8K
17,442
-0%
增持
GOOG
ALPHABET INC
-$146.8K
6,566
+1%
增持
MGV
VANGUARD WORLD FD
+$144.6K
5,575
+19%
减持
SMLF
ISHARES TR
-$139.1K
71,659
-3%
减持
EWX
SPDR INDEX SHS FDS
-$137.7K
3,945
-35%
清仓
—
THOMSON REUTERS CORP
-$136.0K
0
-100%
增持
WDC
WESTERN DIGITAL CORP
+$135.1K
1,318
+3%
增持
IBIE
ISHARES TR
+$127.4K
108,907
+4%
增持
DFSU
DIMENSIONAL ETF TRUST
-$127.0K
97,618
+2%
增持
LRCX
LAM RESEARCH CORP
+$124.3K
2,874
+0%
减持
IMCB
ISHARES TR
-$120.0K
1,190
-55%
减持
DFIS
DIMENSIONAL ETF TRUST
+$119.3K
199,094
-0%
减持
SAP
SAP SE
-$118.0K
1,629
-0%
增持
BAC
BANK AMERICA CORP
-$117.6K
19,859
+1%
增持
AMZN
AMAZON COM INC
-$111.8K
7,416
+3%
减持
DELL
DELL TECHNOLOGIES INC
+$110.6K
3,212
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$110.1K
4,061
-2%
减持
MCO
MOODYS CORP
-$110.0K
1,132
-4%
增持
EVUS
ISHARES TR
+$109.6K
5,310
+186%
增持
MRK
MERCK & CO INC
+$107.0K
6,381
+2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$105.3K
26,349
+2%
增持
IBID
ISHARES TR
+$103.9K
108,663
+3%
增持
VIGI
VANGUARD WHITEHALL FDS
-$103.2K
77,180
+2%
减持
ABT
ABBOTT LABORATORIES
-$103.1K
4,534
-0%
增持
V
VISA INC
-$102.6K
2,639
+3%
减持
EW
EDWARDS LIFESCIENCES CORP
-$100.9K
17,971
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$98.4K
299
+1200%
减持
PFE
PFIZER INC
+$98.1K
35,602
-2%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$97.6K
12,140
-14%
增持
COP
CONOCOPHILLIPS
+$96.4K
2,491
+0%
减持
QCOM
QUALCOMM INC
-$92.1K
1,927
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$89.9K
6,872
+10%
增持
MU
MICRON TECHNOLOGY INC
+$88.9K
411
+135%
增持
IDXX
IDEXX LABS INC
-$86.9K
776
+0%
减持
FISV
FISERV INC
-$86.4K
7,322
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$86.2K
4,955
-18%
清仓
SPYX
SPDR SERIES TRUST
-$84.8K
0
-100%
减持
FSLR
FIRST SOLAR INC
-$83.3K
1,221
-2%
建仓
STIP
ISHARES TR
+$79.6K
770
增持
MDLZ
MONDELEZ INTL INC
+$78.8K
5,714
+23%
增持
PSX
PHILLIPS 66
+$77.4K
1,384
+2%
增持
SLB
SLB LIMITED
+$77.0K
5,879
+0%
增持
SYK
STRYKER CORPORATION
-$73.9K
4,245
+2%
减持
MS
MORGAN STANLEY
-$73.4K
5,061
-1%
减持
FNDA
SCHWAB STRATEGIC TR
+$72.1K
88,639
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$72.0K
12,769
+26%
增持
DE
DEERE & CO
+$70.7K
695
+1%
增持
T
AT&T INC
+$70.4K
12,196
+7%
增持
—
TRANE TECHNOLOGIES PLC
+$70.4K
959
+13%
增持
PG
PROCTER & GAMBLE CO
+$70.4K
8,255
+5%
增持
PEP
PEPSICO INC
+$68.6K
5,740
+0%
增持
SHEL
SHELL PLC
+$67.5K
3,456
+0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$66.0K
370
+5%
增持
TSLA
TESLA INC
-$66.0K
1,013
+3%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$65.3K
53,675
-0%
增持
SONY
SONY GROUP CORP
-$65.1K
13,745
+1%
建仓
IWB
ISHARES TR
+$61.0K
171
减持
KO
COCA COLA CO
+$60.0K
10,155
-0%
增持
—
ASML HLDG NV
+$59.8K
200
+5%
建仓
BSCZ
INVESCO EXCH TRD SLF IDX FD
+$59.1K
2,881
增持
META
META PLATFORMS INC
-$59.1K
988
+4%
增持
NSC
NORFOLK SOUTHN CORP
+$58.8K
1,076
+24%
减持
GMF
SPDR INDEX SHS FDS
-$58.5K
16,307
-1%
减持
XOEX
DBX ETF TR
-$58.2K
1,340
-54%
减持
OXY
OCCIDENTAL PETE CORP
+$58.2K
2,465
-1%
减持
VSGX
VANGUARD WORLD FD
-$56.4K
17,666
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.4K
770
-3%
减持
NOW
SERVICENOW INC
-$53.2K
857
-8%
增持
ABBV
ABBVIE INC
-$52.8K
4,818
+0%
增持
RTX
RTX CORPORATION
+$51.6K
4,758
+1%
增持
AMGN
AMGEN INC
+$49.8K
1,430
+3%
减持
UL
UNILEVER PLC
-$49.0K
4,692
-3%
增持
MMM
3M CO
-$48.0K
3,638
+1%
减持
OTIS
OTIS WORLDWIDE CORP
-$47.9K
3,300
-5%
增持
IJH
ISHARES TR
+$46.3K
4,443
+16%
减持
VTI
VANGUARD INDEX FDS
-$46.3K
2,642
-1%
建仓
IWR
ISHARES TR
+$46.3K
476
增持
XLE
SELECT SECTOR SPDR TR
+$46.1K
2,608
+3%
增持
CVS
CVS HEALTH CORP
-$46.0K
6,206
+0%
减持
COF
CAPITAL ONE FINL CORP
-$45.5K
674
-3%
减持
SCHR
SCHWAB STRATEGIC TR
-$45.1K
131,109
-1%
减持
SPGI
S&P GLOBAL INC
-$43.9K
290
-9%
减持
NVS
NOVARTIS AG
+$43.7K
3,132
-1%
增持
BSMZ
INVESCO EXCH TRD SLF IDX FD
+$42.1K
6,254
+38%
增持
QQQ
INVESCO QQQ TR
-$42.0K
1,478
+1%
增持
NUDV
NUSHARES ETF TR
+$41.5K
2,615
+100%
增持
ED
CONSOLIDATED EDISON INC
+$41.3K
2,776
+1%
增持
ANET
ARISTA NETWORKS INC
-$40.0K
5,027
+0%
减持
NKE
NIKE INC
-$39.2K
2,493
-7%
减持
GM
GENERAL MTRS CO
-$38.5K
5,536
-0%
减持
XYL
XYLEM INC
-$38.2K
1,570
-5%
