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Align Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Align Financial, LLC
报告期 2026-03-31 · CIK 0002089183
持仓数
373
前50大市值合计
$158.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 2
减持 130
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
VB
VANGUARD SMALL-CAP ETF
+$1.9M
17,938
-99%
减持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-$1.4M
280,091
-98%
减持
AVUS
AVANTIS U.S. EQUITY ETF
+$1.0M
333,253
-99%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$864.2K
170,197
-99%
减持
AVIG
AVANTIS CORE FIXED INCOME ETF
+$783.0K
331,091
-97%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
+$753.7K
38,357
-98%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$697.1K
76,797
-97%
减持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$648.4K
93,158
-99%
减持
IDHQ
INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF
+$317.7K
24,986
-96%
建仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$315.2K
3,047
减持
AAPL
APPLE INC COM
-$312.1K
13,740
-100%
清仓
ACWX
ISHARES MSCI ACWI EX U.S. ETF
-$296.2K
0
-100%
减持
SMMD
ISHARES RUSSELL 2500 ETF
+$245.5K
4,369
-95%
减持
MSFT
MICROSOFT CORP COM
-$178.7K
1,477
-100%
减持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
+$170.8K
5,206
-98%
减持
AMZN
AMAZON COM INC COM
-$168.7K
7,287
-100%
减持
FBND
FIDELITY TOTAL BOND ETF
-$167.5K
63,807
-98%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$138.0K
3,405
-100%
减持
V
VISA INC COM CL A
-$137.9K
2,875
-100%
减持
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
+$116.0K
4,920
-98%
清仓
BAC
BANK AMERICA CORP COM
-$110.0K
0
-100%
减持
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$107.4K
610
-100%
减持
VOO
VANGUARD S&P 500 ETF
-$105.8K
3,130
-100%
减持
META
META PLATFORMS INC CL A
-$103.4K
1,100
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$102.6K
10,160
-99%
减持
VUG
VANGUARD GROWTH ETF
-$99.7K
1,781
-100%
减持
VTV
VANGUARD VALUE ETF
-$89.7K
56,354
-99%
减持
PXF
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
+$82.1K
6,485
-98%
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$80.3K
1,404
-99%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$76.9K
2,070
-100%
减持
—
EXXON MOBIL CORP COM
+$73.0K
3,896
-99%
清仓
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
-$71.1K
0
-100%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$63.0K
270
-100%
减持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
-$62.7K
31,015
-99%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$56.3K
256
-100%
减持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-$53.8K
893
-100%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$52.2K
2,918
-98%
减持
LLY
ELI LILLY & CO COM
-$52.1K
343
-100%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$51.5K
1,766
-100%
减持
IVV
ISHARES CORE S&P 500 ETF
-$50.4K
1,635
-100%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$46.7K
996
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
-$42.3K
1,570
-100%
减持
AVMU
AVANTIS CORE MUNICIPAL FIXED INCOME ETF
+$41.3K
59,995
-98%
减持
NOW
SERVICENOW INC COM
-$40.5K
45
-100%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$39.8K
45,580
-97%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$38.6K
1,020
-99%
减持
—
CHECK POINT SOFTWARE TECH LTD ORD
-$38.4K
900
-99%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$38.1K
11,326
-99%
减持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$37.8K
4,063
-98%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$37.1K
276
-100%
减持
AVGE
AVANTIS ALL EQUITY MARKETS ETF
+$36.2K
44,493
-99%
清仓
NRG
NRG ENERGY INC COM NEW
-$34.2K
0
-100%
减持
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
+$34.2K
4,991
-99%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$34.1K
487
-100%
减持
JNJ
JOHNSON & JOHNSON COM
+$33.4K
892
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC COM
-$33.4K
500
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$32.9K
3,237
-99%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$30.5K
4,880
-99%
清仓
FFIN
FIRST FINL BANKSHARES INC COM
-$29.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$28.8K
96
-100%
减持
MU
MICRON TECHNOLOGY INC COM
-$28.3K
5
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$26.9K
19,466
-100%
减持
WMT
WALMART INC COM
+$25.9K
2,009
-99%
减持
JPM
JPMORGAN CHASE & CO COM
-$25.8K
634
-100%
建仓
BYLD
ISHARES YIELD OPTIMIZED BOND ETF
+$25.4K
1,127
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$25.0K
974
-99%
减持
T
AT&T INC COM
+$21.9K
5,281
-96%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$21.2K
237
-99%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$20.4K
1,990
-99%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$19.5K
460
-99%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$18.6K
1,187
-99%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$18.6K
9,455
-98%
减持
DE
DEERE & CO COM
+$18.3K
187
-100%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$18.1K
2,050
-99%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$17.3K
10,195
-94%
减持
PEBO
PEOPLES BANCORP INC COM
+$16.7K
5,897
-97%
减持
SLB
SLB LIMITED COM STK
-$16.6K
198
-99%
减持
FIVA
FIDELITY INTERNATIONAL VALUE FACTOR ETF
+$16.3K
28,086
-97%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$16.3K
292
-100%
减持
VO
VANGUARD MID-CAP ETF
-$16.2K
560
-100%
减持
CRM
SALESFORCE INC COM
-$15.9K
203
-100%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$15.9K
14,030
-96%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$15.3K
38,200
-98%
减持
CVX
CHEVRON CORPORATION COM
+$14.8K
271
-99%
减持
WEC
WEC ENERGY GROUP INC COM
+$14.5K
1,405
-99%
减持
PTLC
PACER TRENDPILOT US LARGE CAP ETF
-$14.4K
4,616
-98%
减持
GSK
GSK PLC SPONSORED ADR
+$14.4K
2,340
-98%
减持
TTD
THE TRADE DESK INC COM CL A
-$14.0K
920
-97%
减持
INTC
INTEL CORP COM
+$13.8K
1,912
-97%
减持
BKNG
BOOKING HOLDINGS INC COM
-$13.8K
12
-100%
减持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$13.4K
1,445
-96%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$13.2K
2,178
-100%
减持
ORCL
ORACLE CORP COM
-$12.8K
267
-99%
减持
GNLX
GENELUX CORPORATION COM
-$12.6K
6,490
-77%
减持
PANW
PALO ALTO NETWORKS INC COM
-$12.5K
570
-99%
减持
QCOM
QUALCOMM INC COM
-$12.4K
293
-99%
减持
COF
CAPITAL ONE FINL CORP COM
-$12.3K
206
-100%
清仓
DOW
DOW HLDGS INC COM
-$11.7K
0
-100%
减持
NVO
NOVO-NORDISK A S ADR
-$11.5K
812
-98%
减持
VLO
VALERO ENERGY CORP
+$11.4K
135
-99%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$11.1K
360
-99%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$11.0K
600
-99%
减持
FMAO
FARMERS & MERCHANTS BANCORP IN COM
+$10.6K
11,200
-96%
减持
VOOG
VANGUARD S&P 500 GROWTH ETF
-$10.4K
283
-100%
减持
HD
HOME DEPOT INC COM
-$10.4K
682
-100%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$9.7K
3,342
-98%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$9.5K
0
-100%
减持
SPGI
S&P GLOBAL INC COM
-$9.1K
94
-100%
减持
MRK
MERCK & CO INC COM
+$9.1K
607
-99%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$8.7K
1,500
-97%
减持
VXF
Vanguard Extended Market ETF
-$8.7K
2,610
-100%
减持
TSLA
TESLA INC COM
-$8.4K
685
-100%
减持
MS
MORGAN STANLEY COM NEW
-$8.4K
649
-99%
减持
NEE
NEXTERA ENERGY INC COM
+$8.3K
658
-99%
减持
RBC
RBC BEARINGS INC COM
+$8.2K
87
-100%
减持
SE
SEA LTD SPONSORD ADS
-$8.0K
178
-99%
减持
FSLY
FASTLY INC CL A
+$7.6K
400
-90%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$7.5K
346
-100%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$7.5K
2,423
-97%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$7.5K
465
-100%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$7.5K
1,589
-99%
减持
DNP
DNP SELECT INCOME FD INC COM
+$7.3K
23,571
-90%
减持
ABT
ABBOTT LABORATORIES COM
-$6.8K
302
-99%
减持
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$6.8K
437
-100%
清仓
BSCX
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
-$6.7K
0
-100%
减持
—
NXP SEMICONDUCTORS N V COM
-$6.7K
330
-100%
清仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$6.7K
0
-100%
清仓
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
-$6.6K
0
-100%
清仓
BSCU
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
-$6.6K
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$6.6K
57
-100%
清仓
BSCV
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
-$6.6K
0
-100%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$6.6K
0
-100%
清仓
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
-$6.6K
0
-100%
清仓
BILS
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$6.5K
0
-100%
清仓
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
-$6.5K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$6.5K
1,564
-99%
清仓
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
-$6.4K
0
-100%
清仓
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
-$6.4K
0
-100%
减持
HON
HONEYWELL INTL INC COM
+$6.3K
203
-99%
减持
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$6.2K
5,020
-98%
减持
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
-$6.2K
904
-99%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$6.0K
117
-100%
减持
STZ
CONSTELLATION BRANDS INC CL A
+$6.0K
500
-99%
减持
WFC
WELLS FARGO & CO COM
-$6.0K
440
-99%
减持
ONOF
GLOBAL X ADAPTIVE U.S. RISK MANAGEMENT ETF
-$6.0K
4,309
-97%
减持
VFH
VANGUARD FINANCIALS ETF
-$5.8K
458
-99%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$5.8K
107
-100%
减持
SCHW
SCHWAB CHARLES CORP COM
-$5.5K
931
-99%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$5.4K
1,626
-100%
减持
FDCF
FIDELITY DISRUPTIVE COMMUNICATIONS ETF
-$5.0K
1,000
-98%
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。
