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Balanced Rock Investment Advisor 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Balanced Rock Investment Advisor
报告期 2026-03-31 · CIK 0002011851
持仓数
96
前50大市值合计
$125.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 97 项
建仓 7
增持 19
减持 59
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
USXF
ISHARES TR
+$6.7M
193,708
+272%
建仓
LTPZ
PIMCO ETF TR
+$1.6M
28,297
建仓
MGK
VANGUARD WORLD FD
+$1.5M
5,236
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
NULV
NUSHARES ETF TR
-$1.3M
44,745
-47%
减持
VTEB
VANGUARD MUN BD FDS
-$1.3M
137,219
-15%
增持
ESGU
ISHARES TR
+$1.1M
24,781
+49%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$931.9K
47,863
+66%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$898.2K
32,216
-39%
增持
VWOB
VANGUARD WHITEHALL FDS
+$879.2K
59,362
+30%
增持
XJH
ISHARES TR
+$871.2K
41,756
+87%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$734.1K
26,212
+97%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$707.7K
393,158
-14%
增持
ESML
ISHARES TR
+$702.5K
55,019
+38%
减持
VNQ
VANGUARD INDEX FDS
-$681.7K
13,619
-35%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$675.3K
0
-100%
增持
VV
VANGUARD INDEX FDS
+$660.3K
5,580
+80%
增持
XJR
ISHARES TR
+$613.2K
36,620
+71%
清仓
IAU
ISHARES GOLD TR
-$526.6K
0
-100%
增持
HYXF
ISHARES TR
+$525.0K
56,184
+25%
建仓
VUG
VANGUARD INDEX FDS
+$491.5K
1,428
清仓
SIVR
ABRDN SILVER ETF TRUST
-$476.8K
0
-100%
减持
FLTR
VANECK ETF TRUST
-$473.8K
17,366
-52%
清仓
BIIB
BIOGEN INC
-$426.5K
0
-100%
清仓
ILCV
ISHARES TR
-$392.3K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$387.4K
0
-100%
清仓
T
AT&T INC
-$375.1K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$365.4K
0
-100%
建仓
—
BROOKFIELD RENEWABLE CORP
+$360.1K
14,656
减持
VTV
VANGUARD INDEX FDS
-$358.5K
3,466
-44%
减持
VTIP
VANGUARD MALVERN FDS
-$346.4K
39,123
-16%
清仓
VOD
VODAFONE GROUP PLC NEW
-$328.4K
0
-100%
减持
SUB
ISHARES TR
-$306.8K
5,480
-34%
建仓
PFXF
VANECK ETF TRUST
+$304.4K
17,209
减持
EUSB
ISHARES TR
-$284.2K
206,933
-2%
减持
SCHO
SCHWAB STRATEGIC TR
-$282.5K
24,821
-19%
减持
CVS
CVS HEALTH CORP
-$280.1K
3,876
-48%
增持
VB
VANGUARD INDEX FDS
+$254.6K
3,822
+32%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$254.0K
23,430
-50%
增持
ESGV
VANGUARD WORLD FD
+$245.9K
14,223
+12%
清仓
USHY
ISHARES TR
-$242.5K
0
-100%
减持
RAFE
PIMCO EQUITY SER
+$236.3K
104,035
-2%
减持
ICLN
ISHARES TR
-$228.7K
33,560
-25%
减持
EAGG
ISHARES TR
-$225.4K
125,600
-2%
建仓
FALN
ISHARES TR
+$220.1K
8,194
建仓
HYDB
ISHARES TR
+$219.1K
4,690
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$214.1K
0
-100%
清仓
WDS
WOODSIDE ENERGY GROUP LTD
-$204.6K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$197.9K
4,129
-43%
减持
BND
VANGUARD BD INDEX FDS
-$178.5K
39,204
-5%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$166.9K
10,382
-26%
减持
JNJ
JOHNSON & JOHNSON
-$157.1K
1,460
-41%
减持
ESGE
ISHARES INC
-$149.1K
42,798
-10%
减持
EMXF
ISHARES TR
-$135.2K
90,701
-4%
减持
ESGD
ISHARES TR
-$130.7K
50,064
-8%
减持
MELI
MERCADOLIBRE INC
-$126.4K
328
-17%
减持
DMXF
ISHARES TR
-$105.4K
93,740
-8%
减持
AMGN
AMGEN INC
-$103.4K
1,563
-18%
减持
BABA
ALIBABA GROUP HLDG LTD
-$98.9K
2,853
-28%
减持
—
PAGSEGURO DIGITAL LTD
-$92.1K
46,223
-23%
减持
CRTO
CRITEO S A
+$91.1K
16,081
-14%
减持
ZUMZ
ZUMIEZ INC
-$88.7K
14,051
-5%
减持
GILD
GILEAD SCIENCES INC
-$84.3K
6,022
-7%
减持
—
HANESBRANDS INC
+$78.5K
63,636
-2%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
-$70.6K
33,225
-2%
减持
CRM
SALESFORCE INC
-$68.2K
1,886
-22%
减持
CMCSA
COMCAST CORP NEW
-$65.5K
11,321
-11%
减持
WSM
WILLIAMS SONOMA INC
+$62.9K
1,399
-26%
减持
—
UNILEVER PLC
-$62.8K
4,692
-24%
增持
TD
TORONTO DOMINION BK ONT
-$60.8K
14,756
+0%
增持
—
CUMULUS MEDIA INC
-$54.8K
80,351
+25%
减持
IDEV
ISHARES TR
-$54.0K
7,510
-14%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$52.9K
8,190
-4%
减持
WBD
WARNER BROS DISCOVERY INC
-$45.4K
16,695
-1%
减持
—
AERCAP HOLDINGS NV
-$41.9K
7,589
-20%
增持
—
SCPHARMACEUTICALS INC
-$41.3K
57,248
+9%
减持
VSGX
VANGUARD WORLD FD
+$41.1K
57,930
-3%
减持
C
CITIGROUP INC
-$38.7K
8,526
-24%
减持
MSFT
MICROSOFT CORP
+$37.3K
1,087
-3%
减持
NUSC
NUSHARES ETF TR
+$36.3K
16,230
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$32.3K
6,538
-1%
减持
GM
GENERAL MTRS CO
+$32.0K
12,697
-16%
增持
QDEL
QUIDELORTHO CORP
+$30.9K
6,455
+71%
减持
—
MEDTRONIC PLC
-$29.1K
5,374
-11%
增持
AAPL
APPLE INC
-$28.1K
2,158
+4%
增持
WPP
WPP PLC NEW
+$25.7K
12,176
+5%
减持
VEEV
VEEVA SYS INC
+$23.5K
1,435
-11%
减持
GOOGL
ALPHABET INC
+$23.4K
2,506
-1%
减持
—
HEIDRICK & STRUGGLES INTL IN
+$22.7K
10,514
-6%
增持
SAM
BOSTON BEER INC
+$22.2K
821
+25%
减持
SUSA
ISHARES TR
+$14.4K
7,498
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$14.4K
31,359
-5%
减持
LLY
ELI LILLY & CO
-$10.4K
362
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.7K
693
-12%
减持
—
MILLICOM INTL CELLULAR S A
-$6.0K
33,220
-12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.8K
15,476
-1%
减持
—
BLACKROCK INC
-$5.8K
366
-4%
减持
IEMG
ISHARES INC
-$36
5,569
-2%
