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 |
|---|---|---|---|---|---|---|---|---|
| HD | Home Depot Inc | $55.94万 | 0.12% | 1,701 | 0 | 0.0% | — | 不变 |
| USMV | Ishares Msci Usa Min Volatility Factor Etf | $53.89万 | 0.12% | 5,811 | 0 | 0.0% | — | 不变 |
| GSEW | Goldman Sachs Equal Weight U S Large Cap Equity Etf | $52.45万 | 0.11% | 6,195 | -90 | -1.4% | -$7,620 | 减仓 |
| NEE | Nextera Energy Inc | $50.82万 | 0.11% | 5,471 | 13 | 0.2% | $1,207 | 加仓 |
| WPC | W P Carey Inc | $48.85万 | 0.11% | 7,188 | 0 | 0.0% | — | 不变 |
| IBTI | Ishares Ibonds December 2028 Treasury Etf | $48.57万 | 0.11% | 21,867 | 21,867 | — | $48.57万 | 新建仓 |
| NVDA | Nvidia Corp | $48.45万 | 0.11% | 2,778 | -595 | -17.6% | -$10.38万 | 减仓 |
| META | Meta Platforms Inc Cl A | $48.06万 | 0.11% | 840 | -15 | -1.8% | -$8,582 | 减仓 |
| RTX | Rtx Corp | $48.04万 | 0.11% | 2,490 | 0 | 0.0% | — | 不变 |
| SGOV | Ishares 0-3 Month Treasury Bond Etf | $47.65万 | 0.10% | 4,734 | 43 | 0.9% | $4,328 | 加仓 |
| DFNM | Dimensional National Municipal Bond Etf | $47.43万 | 0.10% | 9,895 | -132 | -1.3% | -$6,327 | 减仓 |
| AVMC | Avantis U S Mid Cap Equity Etf | $47.23万 | 0.10% | 6,538 | -391 | -5.6% | -$2.82万 | 减仓 |
| GEV | Ge Vernova LLC | $47.14万 | 0.10% | 540 | -10 | -1.8% | -$8,729 | 减仓 |
| XLF | State Street Financial Select Sector Spdr Etf | $47.00万 | 0.10% | 9,520 | 87 | 0.9% | $4,295 | 加仓 |
| VTES | Vanguard Short Term Tax Exempt Bond Etf | $46.41万 | 0.10% | 4,599 | 100 | 2.2% | $1.01万 | 加仓 |
| DFAU | Dimensional U S Core Etf | $44.18万 | 0.10% | 9,792 | 2 | 0.0% | $90 | 加仓 |
| VXUS | Vanguard Total Intl Stock Index Etf | $43.97万 | 0.10% | 5,703 | 0 | 0.0% | — | 不变 |
| VPLS | Vanguard Core Plus Bond Etf | $42.86万 | 0.09% | 5,545 | 461 | 9.1% | $3.56万 | 加仓 |
| XLE | State Street Energy Select Sector Spdr Etf | $41.93万 | 0.09% | 6,845 | -245 | -3.5% | -$1.50万 | 减仓 |
| HYBL | State Street Blackstone High Income Etf | $41.91万 | 0.09% | 15,053 | -51,339 | -77.3% | -$142.93万 | 减仓 |
| COST | Costco Wholesale Corp | $39.79万 | 0.09% | 399 | -18 | -4.3% | -$1.79万 | 减仓 |
| JTEK | Jpmorgan U S Tech Leaders Etf | $39.01万 | 0.09% | 4,904 | -41 | -0.8% | -$3,261 | 减仓 |
| BUD | Anheuser Busch Inbev Sa/nv | $38.15万 | 0.08% | 5,500 | 0 | 0.0% | — | 不变 |
| SDY | State Street Spdr S&p Dividend Etf | $37.80万 | 0.08% | 2,590 | -50 | -1.9% | -$7,297 | 减仓 |
| OSEA | Harbor Intl Compounders Etf | $36.80万 | 0.08% | 12,710 | 0 | 0.0% | — | 不变 |
| IWV | Ishares Russell 3000 Etf | $35.00万 | 0.08% | 944 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $34.80万 | 0.08% | 708 | -44 | -5.9% | -$2.16万 | 减仓 |
| BIL | State Street Spdr Bloomberg 1-3 Mth T-bill Etf | $33.90万 | 0.07% | 3,710 | -684 | -15.6% | -$6.25万 | 减仓 |
| VZ | Verizon Communications Inc | $33.86万 | 0.07% | 6,745 | 12 | 0.2% | $602 | 加仓 |
| EFA | Ishares Msci Eafe Etf | $33.53万 | 0.07% | 3,452 | 0 | 0.0% | — | 不变 |
| IBMP | Ishares Ibonds December 2027 Municipal Etf | $32.82万 | 0.07% | 12,900 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value Etf | $30.57万 | 0.07% | 1,558 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $28.89万 | 0.06% | 1,387 | -180 | -11.5% | -$3.75万 | 减仓 |
| GPIQ | Goldman Sachs Nasdaq 100 Premium Income Etf | $28.59万 | 0.06% | 5,827 | -250 | -4.1% | -$1.23万 | 减仓 |
| VLUE | Ishares Msci Usa Value Factor Etf | $28.58万 | 0.06% | 2,010 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $28.55万 | 0.06% | 2,297 | -175 | -7.1% | -$2.17万 | 减仓 |
| IBHF | Ishares Ibonds 2026 High Yield & Income Etf | $26.04万 | 0.06% | 11,345 | 2,045 | 22.0% | $4.69万 | 加仓 |
| ETN | Eaton Corp Plc | $25.97万 | 0.06% | 726 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Short Term Inflation Protected Sec Etf | $24.62万 | 0.05% | 4,931 | 0 | 0.0% | — | 不变 |
| KO | Coca-cola Company | $24.34万 | 0.05% | 3,200 | -200 | -5.9% | -$1.52万 | 减仓 |
| IYR | Ishares U S Real Estate Etf | $23.16万 | 0.05% | 2,450 | 96 | 4.1% | $9,076 | 加仓 |
| IEFA | Ishares Core Msci Eafe Etf | $22.80万 | 0.05% | 2,518 | 2,518 | — | $22.80万 | 新建仓 |
| XLV | State Street Healthcare Select Sector Spdr Etf | $22.58万 | 0.05% | 1,540 | 60 | 4.1% | $8,797 | 加仓 |
| RJF | Raymond James Financial Inc | $22.55万 | 0.05% | 1,563 | 0 | 0.0% | — | 不变 |
| CSX | Csx Corp | $22.27万 | 0.05% | 5,424 | 5,424 | — | $22.27万 | 新建仓 |
| — | Dimensional U S Small Cap Etf | $22.01万 | 0.05% | 3,094 | 3,094 | — | $22.01万 | 新建仓 |
| HYG | Ishares Iboxx $ High Yield Corporate Bond Etf | $21.93万 | 0.05% | 2,757 | 0 | 0.0% | — | 不变 |
| PAPI | Morgan Stanley Parametric Equity Premium Income Etf | $21.51万 | 0.05% | 7,862 | 7,862 | — | $21.51万 | 新建仓 |
| PFE | Pfizer Inc | $21.09万 | 0.05% | 7,510 | -3,800 | -33.6% | -$10.67万 | 重新持有 |
| PEP | Pepsico Inc | $20.61万 | 0.05% | 1,327 | -200 | -13.1% | -$3.11万 | 减仓 |
| APH | Amphenol Corp Cl A | $20.49万 | 0.04% | 1,622 | -80 | -4.7% | -$1.01万 | 减仓 |
| ATEC | Alphatec Holdings Inc | $19.13万 | 0.04% | 17,585 | 0 | 0.0% | — | 不变 |
| AIZ | Assurant Inc | $6,970 | 0.00% | 32 | 32 | — | $6,970 | 新建仓 |
| IQQQ | Proshares Nasdaq 100 High Income Etf | $0 | 0.00% | 0 | -41,698 | -100.0% | -$185.47万 | 清仓 |
| STOT | State Street Doubleline Short Duration Total Return Tactical Etf | $0 | 0.00% | 0 | -26,248 | -100.0% | -$124.10万 | 清仓 |
| XNTK | State Street Nyse Technology Etf | $0 | 0.00% | 0 | -4,045 | -100.0% | -$112.41万 | 清仓 |
| — | Dimensional U S Small Cap Value Etf | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTEC | Fidelity Msci Information Tech Index Etf | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISPY | Proshares S&p 500 High Income Etf | $0 | 0.00% | 0 | -9,628 | -100.0% | -$43.93万 | 清仓 |
| PG | Procter & Gamble Co | $0 | 0.00% | 0 | -1,795 | -100.0% | -$25.72万 | 清仓 |
| GOOGL | Alphabet Inc Cl A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | American Express Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | Ishares Expanded Tech Software Sector Etf | $0 | 0.00% | 0 | -2,189 | -100.0% | -$23.14万 | 清仓 |
| SPYV | State Street Spdr S&p 500 Value Etf | $0 | 0.00% | 0 | -4,055 | -100.0% | -$23.04万 | 清仓 |
| DIS | Walt Disney Co | $0 | 0.00% | 0 | -1,805 | -100.0% | -$20.54万 | 清仓 |
| — | Geltech Solutions Inc | $0 | 0.00% | 85,556 | 0 | 0.0% | — | 不变 |