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Astoria Portfolio Advisors LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Astoria Portfolio Advisors LLC.
报告期 2026-03-31 · CIK 0001931642
持仓数
296
前50大市值合计
$346.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 27
增持 51
减持 32
清仓 40
方向
标的
Δ市值
现股数(环比)
增持
DGRW
WISDOMTREE TR
+$5.7M
402,152
+27%
增持
SPIB
SPDR SER TR
+$3.7M
454,116
+34%
增持
XTWO
BONDBLOXX ETF TRUST
+$2.9M
262,913
+28%
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
SPTL
SPDR SER TR
+$1.7M
232,986
+28%
增持
IHDG
WISDOMTREE TR
+$1.6M
164,711
+30%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
197,352
+30%
增持
BTAL
AGF INVTS TR
+$1.5M
276,338
+32%
增持
USMV
ISHARES TR
+$1.3M
73,049
+32%
减持
BAC
BANK AMERICA CORP
-$1.2M
211,801
-0%
清仓
IVV
ISHARES TR
-$1.2M
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.1M
42,712
增持
SPMD
SPDR SER TR
+$1.0M
118,821
+30%
清仓
SCHY
SCHWAB STRATEGIC TR
-$967.8K
0
-100%
增持
BSMO
INVESCO EXCH TRD SLF IDX FD
+$921.0K
64,768
+134%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$860.4K
90,295
+86%
清仓
VB
VANGUARD INDEX FDS
-$859.3K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$856.3K
52,826
+330%
增持
DGRE
WISDOMTREE TR
+$800.0K
207,015
+25%
增持
—
UNIFIED SER TR
+$796.0K
116,327
+26%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$753.7K
38,562
+24%
建仓
MO
ALTRIA GROUP INC
+$740.9K
16,669
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$713.8K
29,039
增持
PPI
INVESTMENT MANAGERS SER TR I
+$708.8K
750,640
+11%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$702.5K
45,141
+323%
减持
NVDA
NVIDIA CORPORATION
+$651.2K
8,249
-9%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$634.6K
43,181
+323%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$623.0K
26,150
减持
SPYD
SPDR SER TR
-$590.7K
65,594
-12%
清仓
TGT
TARGET CORP
-$497.2K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$446.3K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$432.9K
1,124
清仓
USB
US BANCORP DEL
-$432.6K
0
-100%
减持
DVY
ISHARES TR
-$430.8K
8,403
-27%
减持
AAPL
APPLE INC
+$430.5K
26,308
-8%
建仓
—
LINDE PLC
+$428.7K
1,198
清仓
BX
BLACKSTONE INC
-$420.1K
0
-100%
增持
CSCO
CISCO SYS INC
+$406.1K
16,305
+74%
清仓
—
LINDE PLC
-$404.4K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$402.3K
0
-100%
建仓
TJX
TJX COS INC NEW
+$401.1K
5,100
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$397.2K
1,856
清仓
IEFA
ISHARES TR
-$385.8K
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$384.8K
5,144
-64%
清仓
DUK
DUKE ENERGY CORP NEW
-$374.3K
0
-100%
减持
SDY
SPDR SER TR
-$369.4K
9,392
-22%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$364.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$356.6K
0
-100%
减持
LLY
LILLY ELI & CO
-$352.0K
798
-57%
建仓
ELV
ELEVANCE HEALTH INC
+$346.1K
728
减持
KO
COCA COLA CO
-$345.6K
10,214
-37%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$338.3K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$338.1K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$338.1K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$336.7K
0
-100%
增持
AVGO
BROADCOM INC
+$333.6K
1,286
+52%
减持
NOBL
PROSHARES TR
-$332.6K
10,047
-26%
清仓
BND
VANGUARD BD INDEX FDS
-$321.8K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$320.9K
1,621
+65%
减持
ORCL
ORACLE CORP
-$319.5K
4,252
-48%
增持
NEE
NEXTERA ENERGY INC
+$304.3K
10,420
+71%
清仓
REZ
ISHARES TR
-$296.5K
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$296.4K
11,814
增持
CMCSA
COMCAST CORP NEW
+$296.3K
18,395
+82%
清仓
MXI
ISHARES TR
-$291.9K
0
-100%
增持
DE
DEERE & CO
+$291.1K
1,335
+129%
建仓
XEL
XCEL ENERGY INC
+$278.2K
4,064
建仓
CVS
CVS HEALTH CORP
+$278.2K
3,648
清仓
BEN
FRANKLIN RESOURCES INC
-$276.8K
0
-100%
增持
PEP
PEPSICO INC
+$269.2K
3,191
+74%
清仓
SCHA
SCHWAB STRATEGIC TR
-$265.0K
0
-100%
清仓
—
KELLOGG CO
-$264.7K
0
-100%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$261.6K
3,610
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$259.8K
0
-100%
建仓
—
CNH INDL N V
+$257.8K
17,561
建仓
ES
EVERSOURCE ENERGY
+$257.2K
3,295
清仓
MRNA
MODERNA INC
-$256.6K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$250.7K
18,803
+20%
增持
VTEB
VANGUARD MUN BD FDS
+$249.6K
14,786
+50%
增持
HD
HOME DEPOT INC
+$246.7K
4,305
+33%
减持
TYL
TYLER TECHNOLOGIES INC
+$246.2K
16,664
-8%
清仓
IGSB
ISHARES TR
-$245.8K
0
-100%
建仓
DOW
DOW INC
+$245.1K
4,517
增持
UPS
UNITED PARCEL SERVICE INC
+$243.4K
3,967
+38%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$243.3K
0
-100%
建仓
HPQ
HP INC
+$242.8K
8,218
清仓
MET
METLIFE INC
-$237.8K
0
-100%
增持
UNP
UNION PAC CORP
+$236.7K
3,441
+64%
建仓
NTAP
NETAPP INC
+$235.1K
3,720
建仓
—
GARMIN LTD
+$234.8K
2,346
建仓
IP
INTERNATIONAL PAPER CO
+$233.4K
6,602
清仓
VTRS
VIATRIS INC
-$231.8K
0
-100%
减持
QUAL
ISHARES TR
-$231.5K
15,857
-14%
清仓
XLV
SELECT SECTOR SPDR TR
-$230.1K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$229.7K
0
-100%
清仓
FLOT
ISHARES TR
-$226.2K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$226.1K
1,477
清仓
KEY
KEYCORP
-$224.9K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$224.1K
0
-100%
建仓
GWW
GRAINGER W W INC
+$223.2K
340
建仓
PH
PARKER-HANNIFIN CORP
+$221.3K
690
清仓
ET
ENERGY TRANSFER L P
-$220.1K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$216.6K
0
-100%
增持
MUNI
PIMCO ETF TR
+$215.8K
12,280
+51%
建仓
MLPA
GLOBAL X FDS
+$210.5K
4,988
建仓
O
REALTY INCOME CORP
+$208.4K
3,316
清仓
MRSH
MARSH & MCLENNAN COS INC
-$208.1K
0
-100%
建仓
IWF
ISHARES TR
+$208.1K
854
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$207.7K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$206.0K
5,371
清仓
—
STERIS PLC
-$205.1K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$200.4K
0
-100%
减持
MMM
3M CO
-$193.5K
4,057
-20%
减持
—
UNIFIED SER TR
-$187.0K
11,330
-33%
增持
IEMG
ISHARES INC
+$176.3K
8,821
+77%
增持
CVX
CHEVRON CORP NEW
+$166.7K
3,554
+48%
增持
KR
KROGER CO
+$160.8K
7,481
+59%
减持
META
META PLATFORMS INC
-$142.8K
1,684
-53%
减持
GOOGL
ALPHABET INC
-$134.4K
9,323
-18%
增持
ABR
ARBOR REALTY TRUST INC
-$128.9K
66,490
+8%
增持
SCHW
SCHWAB CHARLES CORP
-$119.6K
4,765
+3%
增持
AFL
AFLAC INC
+$118.8K
6,964
+52%
增持
QCOM
QUALCOMM INC
+$118.2K
5,786
+21%
增持
SPTS
SPDR SER TR
+$117.5K
104,006
+3%
减持
JNJ
JOHNSON & JOHNSON
-$117.2K
2,261
-20%
减持
MSFT
MICROSOFT CORP
+$116.2K
7,057
-11%
减持
—
BLACKROCK INC
-$112.8K
478
-17%
增持
—
LYONDELLBASELL INDUSTRIES N
+$111.2K
4,159
+38%
增持
CSX
CSX CORP
+$107.7K
13,875
+47%
增持
HSY
HERSHEY CO
+$103.7K
1,413
+16%
减持
ABT
ABBOTT LABS
-$102.7K
3,518
-15%
增持
SPSB
SPDR SER TR
+$99.9K
114,655
+3%
减持
ABBV
ABBVIE INC
-$97.2K
4,575
-17%
减持
APD
AIR PRODS & CHEMS INC
-$95.4K
761
-26%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$91.1K
21,179
-8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$89.1K
11,633
+18%
减持
JPM
JPMORGAN CHASE & CO
-$80.1K
4,237
-8%
减持
TXN
TEXAS INSTRS INC
-$79.8K
3,648
-14%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$76.3K
9,935
+27%
减持
RPM
RPM INTL INC
-$75.3K
3,290
-20%
减持
GILD
GILEAD SCIENCES INC
-$73.0K
3,052
-22%
增持
INTC
INTEL CORP
+$72.8K
9,131
+16%
增持
AXP
AMERICAN EXPRESS CO
+$70.8K
2,267
+15%
减持
MRK
MERCK & CO INC
-$69.6K
9,400
-5%
减持
—
UNIFIED SER TR
-$65.2K
12,933
-11%
增持
SYK
STRYKER CORPORATION
+$65.1K
1,865
+2%
增持
PGR
PROGRESSIVE CORP
+$64.0K
2,328
+9%
增持
AMZN
AMAZON COM INC
+$63.9K
9,250
+0%
增持
CAT
CATERPILLAR INC
+$62.7K
2,301
+31%
减持
NOC
NORTHROP GRUMMAN CORP
-$60.6K
1,000
-15%
减持
TROW
PRICE T ROWE GROUP INC
-$58.9K
2,338
-13%
