Eldridge Investment Advisors, Inc.
MANCHESTER NH · SEC CIK 0001727993
$4.56亿2026Q1 申报市值
154持仓数
45.1%前十大占比 · 第一大 10.2%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GSST 加仓+$338.44万
SPYM 加仓+$314.46万
PYLD 新建仓+$313.88万
DYNF 加仓+$227.62万
KRE 加仓+$192.52万
2026Q1 卖出最多 按季末市值估算
JGRO 减仓-$272.09万
IBTG 减仓-$248.16万
SPAB 减仓-$191.54万
IQQQ 清仓-$185.47万
HYBL 减仓-$142.93万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPSM | State Street Spdr Portfolio S&p 600 Small Cap Etf | $107.21万 | 0.24% | 22,187 | -16 | -0.1% | -$773 | 减仓 |
| MCD | Mcdonalds Corp | $108.90万 | 0.24% | 3,504 | -50 | -1.4% | -$1.55万 | 减仓 |
| DFUS | Dimensional U S Equity Market Etf | $109.71万 | 0.24% | 15,471 | 7 | 0.0% | $496 | 加仓 |
| VTEB | Vanguard Municipal Tax Exempt Bond Index Etf | $112.10万 | 0.25% | 22,534 | 3,863 | 20.7% | $19.22万 | 加仓 |
| IUSV | Ishares Core S&p U S Value Etf | $113.52万 | 0.25% | 11,102 | -224 | -2.0% | -$2.29万 | 减仓 |
| TSLA | Tesla Inc | $116.32万 | 0.25% | 3,129 | -41 | -1.3% | -$1.52万 | 减仓 |
| MDY | Spdr S&p Mid Cap 400 Etf | $127.64万 | 0.28% | 2,069 | -51 | -2.4% | -$3.15万 | 减仓 |
| — | Wisdomtree Japan Opptys Etf | $129.25万 | 0.28% | 23,777 | -4,341 | -15.4% | -$23.60万 | 减仓 |
| IWP | Ishares Russell Mid Cap Growth Etf | $131.87万 | 0.29% | 10,293 | -255 | -2.4% | -$3.27万 | 减仓 |
| DFAE | Dimensional Emerging Markets Core Equity Market Etf | $131.95万 | 0.29% | 38,968 | 23,293 | 148.6% | $78.87万 | 加仓 |
| DFUV | Dimensional U S Marketwide Value Etf | $135.66万 | 0.30% | 27,995 | 207 | 0.7% | $1.00万 | 加仓 |
| IWF | Ishares Russell 1000 Growth Etf | $141.55万 | 0.31% | 3,320 | -164 | -4.7% | -$6.99万 | 减仓 |
| JPM | Jpmorgan Chase & Co | $143.29万 | 0.31% | 4,871 | -170 | -3.4% | -$5.00万 | 减仓 |
| IJR | Ishares Core S&p Small Cap Etf | $143.32万 | 0.31% | 11,530 | -635 | -5.2% | -$7.89万 | 减仓 |
| AIRR | First Trust Rba American Indl Renaissance Etf | $145.60万 | 0.32% | 13,143 | -3,680 | -21.9% | -$40.77万 | 减仓 |
| MTUM | Ishares Msci Usa Momentum Factor Etf | $145.60万 | 0.32% | 6,067 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth Etf | $151.88万 | 0.33% | 3,477 | -15 | -0.4% | -$6,552 | 减仓 |
| SPMD | State Street Spdr Portfolio S&p 400 Mid Cap Etf | $155.27万 | 0.34% | 26,219 | 185 | 0.7% | $1.10万 | 加仓 |
| IVE | Ishares S&p 500 Value Etf | $166.49万 | 0.36% | 7,885 | 0 | 0.0% | — | 不变 |
| IBDR | Ishares Ibonds December 2026 Corporate Etf | $169.83万 | 0.37% | 70,061 | 1,497 | 2.2% | $3.63万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $172.37万 | 0.38% | 3,597 | -35 | -1.0% | -$1.68万 | 减仓 |
| IWD | Ishares Russell 1000 Value Etf | $174.78万 | 0.38% | 8,180 | 1 | 0.0% | $214 | 加仓 |
| ABBV | Abbvie Inc | $207.99万 | 0.46% | 9,563 | 3 | 0.0% | $652 | 加仓 |
| JGRO | Jpmorgan Active Growth Etf | $213.86万 | 0.47% | 25,302 | -32,192 | -56.0% | -$272.09万 | 减仓 |
| IWM | Ishares Russell 2000 Etf | $214.66万 | 0.47% | 8,656 | 40 | 0.5% | $9,920 | 加仓 |
| — | Exxon Mobil Corp | $226.53万 | 0.50% | 13,352 | -103 | -0.8% | -$1.75万 | 减仓 |
| DVY | Ishares Select Dividend Etf | $226.69万 | 0.50% | 14,972 | 68 | 0.5% | $1.03万 | 加仓 |
| EVSD | Eaton Vance Short Duration Income Etf | $228.00万 | 0.50% | 44,759 | -11,136 | -19.9% | -$56.73万 | 减仓 |
| SPY | State Street Spdr S&p 500 Etf | $235.69万 | 0.52% | 3,624 | 25 | 0.7% | $1.63万 | 加仓 |
| BTT | Blackrock Municipal 2030 Target Term Trust | $244.27万 | 0.54% | 107,608 | 352 | 0.3% | $7,990 | 加仓 |
| MSFT | Microsoft Corp | $247.26万 | 0.54% | 6,680 | -458 | -6.4% | -$16.95万 | 减仓 |
| VTI | Vanguard Total Stock Market Etf | $270.43万 | 0.59% | 8,429 | 24 | 0.3% | $7,700 | 加仓 |
| PYLD | Pimco Multisector Bond Active Etf | $313.88万 | 0.69% | 119,803 | 119,803 | — | $313.88万 | 新建仓 |
| DFLV | Dimensional U S Large Cap Value Etf | $334.32万 | 0.73% | 93,620 | 50,595 | 117.6% | $180.67万 | 加仓 |
| CAT | Caterpillar Inc | $363.51万 | 0.80% | 5,131 | -13 | -0.3% | -$9,210 | 减仓 |
| VYM | Vanguard High Dividend Yield Etf | $371.95万 | 0.82% | 25,115 | 10,741 | 74.7% | $159.07万 | 加仓 |
| RDVY | First Trust Rising Dividend Achievers Etf | $398.48万 | 0.87% | 58,359 | 18,083 | 44.9% | $123.47万 | 加仓 |
| IBTH | Ishares Ibonds December 2027 Tresury Etf | $443.32万 | 0.97% | 198,274 | 85,465 | 75.8% | $191.09万 | 加仓 |
| IBTG | Ishares Ibonds December 2026 Treasury Etf | $457.48万 | 1.00% | 200,301 | -108,652 | -35.2% | -$248.16万 | 减仓 |
| — | Dimensional U S Core Equity 1 Etf | $463.93万 | 1.02% | 64,364 | 1,080 | 1.7% | $7.78万 | 加仓 |
| SPAB | State Street Spdr Portfolio Aggregate Bond Etf | $468.18万 | 1.03% | 183,367 | -75,019 | -29.0% | -$191.54万 | 减仓 |
| IEMG | Ishares Core Msci Emerging Markets Etf | $491.76万 | 1.08% | 70,504 | 21,715 | 44.5% | $151.46万 | 加仓 |
| KRE | Spdr S&p Regional Banking Etf | $525.47万 | 1.15% | 80,655 | 29,550 | 57.8% | $192.52万 | 加仓 |
| GSST | Goldman Sachs Ultra Short Bond Etf | $570.07万 | 1.25% | 112,773 | 66,952 | 146.1% | $338.44万 | 加仓 |
| AAPL | Apple Inc | $584.12万 | 1.28% | 23,016 | -555 | -2.4% | -$14.09万 | 减仓 |
| QQQM | Invesco Nasdaq 100 Etf | $596.23万 | 1.31% | 25,092 | 3,892 | 18.4% | $92.48万 | 加仓 |
| RSP | Invesco S&p 500 Equal Weight Etf | $613.23万 | 1.34% | 31,952 | -457 | -1.4% | -$8.77万 | 减仓 |
| JAAA | Janus Henderson Aaa Clo Etf | $634.32万 | 1.39% | 125,932 | -4,633 | -3.5% | -$23.34万 | 减仓 |
| EVTR | Eaton Vance Total Return Return Bond Etf | $695.86万 | 1.53% | 137,115 | -623 | -0.5% | -$3.16万 | 减仓 |
| EVLN | Eaton Vance Floating Rate Etf | $865.22万 | 1.90% | 179,581 | -10,401 | -5.5% | -$50.11万 | 减仓 |
| GBIL | Goldman Sachs Access Treasury 0-1yr Etf | $927.91万 | 2.03% | 92,615 | -884 | -0.9% | -$8.86万 | 减仓 |
| BINC | Ishares Flexible Income Active Etf | $929.73万 | 2.04% | 179,034 | 19,140 | 12.0% | $99.39万 | 加仓 |
| QQQ | Invesco Qqq Etf | $1,042.78万 | 2.29% | 18,067 | -300 | -1.6% | -$17.32万 | 减仓 |
| DFAX | Dimensional World Ex U S Core Equity 2 Etf | $1,051.85万 | 2.31% | 309,641 | 10,655 | 3.6% | $36.19万 | 加仓 |
| JEPQ | Jpmorgan Nasdaq Equity Premium Income Etf | $1,058.52万 | 2.32% | 192,594 | 731 | 0.4% | $4.02万 | 加仓 |
| IXUS | Ishares Core Msci Total Intl Stock Etf | $1,117.91万 | 2.45% | 129,029 | 2,178 | 1.7% | $18.87万 | 加仓 |
| JHPI | John Hancock Preferred Income Etf | $1,218.31万 | 2.67% | 539,553 | -453 | -0.1% | -$1.02万 | 减仓 |
| JHMM | John Hancock Multifactor Mid Cap Etf | $1,242.39万 | 2.72% | 185,100 | -11,444 | -5.8% | -$76.81万 | 减仓 |
| BBJP | Jpmorgan Betabuilders Japan Etf | $1,255.58万 | 2.75% | 182,206 | 5,200 | 2.9% | $35.83万 | 加仓 |
| SPTI | State Street Spdr Portfolio Intermediate Term Treasury Etf | $1,269.02万 | 2.78% | 444,230 | 25,770 | 6.2% | $73.62万 | 加仓 |
| RLY | State Street Multi Asset Real Return Etf | $1,379.23万 | 3.02% | 381,530 | 14,359 | 3.9% | $51.91万 | 加仓 |
| JBND | Jpmorgan Active Bond Etf | $1,601.40万 | 3.51% | 297,825 | 30,821 | 11.5% | $165.72万 | 加仓 |
| DYNF | Ishares U S Equity Factor Rotation Active Etf | $1,937.94万 | 4.25% | 333,094 | 39,124 | 13.3% | $227.62万 | 加仓 |
| IVV | Ishares Core S&p 500 Etf | $2,549.06万 | 5.59% | 39,024 | -511 | -1.3% | -$33.38万 | 减仓 |
| SPYM | State Street Spdr Port S&p 500 Etf | $3,430.36万 | 7.52% | 448,178 | 41,085 | 10.1% | $314.46万 | 加仓 |
| ITOT | Ishares Core S&p Total U S Stock Market Etf | $4,673.12万 | 10.24% | 328,100 | -4,534 | -1.4% | -$64.58万 | 减仓 |