13F 机构持仓

Addison Advisors LLC

MIDDLEBURY VT · SEC CIK 0001843745

2026Q22026Q1 更早 9 个季度 🔒
$2.12亿2026Q2 申报市值
690持仓数
39.3%前十大占比 · 第一大 6.3%
42 / 347新建仓 / 清仓
申报市值走势$2.12亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VIG 6.3%
VTIP 5.0%
VLUE 4.4%
VUG 4.3%
VGIT 4.0%
VIGI 3.5%
DFUV 3.4%
VCRB 3.2%
BNDX 2.6%
VOT 2.6%

2026Q2 买入最多 按季末市值估算

DXJ 加仓+$89.82万
GRID 加仓+$56.72万
BSCZ 加仓+$27.50万
VPLS 新建仓+$26.42万
IVV 加仓+$25.54万

2026Q2 卖出最多 按季末市值估算

VLUE 减仓-$1,371.22万
VGIT 减仓-$1,149.20万
VTIP 减仓-$1,113.88万
VIG 减仓-$971.59万
VUG 减仓-$925.03万

2026Q2 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
BRK/A BERKSHIRE HATHAWAY INC DEL $00.00%0 -5-100.0% -$359.07万 清仓
NUSC NUSHARES ETF TR $00.00%0 -18,645-100.0% -$84.01万 清仓
QDF FLEXSHARES TR $00.00%0 -8,681-100.0% -$68.66万 清仓
CAH CARDINAL HEALTH INC $00.00%0 -2,639-100.0% -$55.76万 清仓
RSPT INVESCO EXCHANGE TRADED FD T $00.00%0 -9,662-100.0% -$43.73万 清仓
NUEM NUSHARES ETF TR $00.00%0 -11,175-100.0% -$41.06万 清仓
DGRO ISHARES TR $00.00%0 -5,268-100.0% -$36.97万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -6,135-100.0% -$29.28万 清仓
AVY AVERY DENNISON CORP $00.00%0 -1,600-100.0% -$27.63万 清仓
DGX QUEST DIAGNOSTICS INC $00.00%0 -1,400-100.0% -$27.44万 清仓
BN BROOKFIELD CORP $00.00%0 -6,529-100.0% -$26.42万 清仓
PSX PHILLIPS 66 $00.00%0 -1,384-100.0% -$25.21万 清仓
BAX BAXTER INTL INC $00.00%0 -14,571-100.0% -$24.48万 清仓
VT VANGUARD INTL EQUITY INDEX F $00.00%0 -1,633-100.0% -$22.59万 清仓
XPO XPO INC $00.00%0 -1,075-100.0% -$20.91万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -1,813-100.0% -$20.10万 清仓
IXN ISHARES TR $00.00%0 -1,785-100.0% -$17.84万 清仓
— AMERICAN CENTY ETF TR $00.00%0 -2,675-100.0% -$16.34万 清仓
PZA INVESCO EXCH TRADED FD TR II $00.00%0 -7,090-100.0% -$16.29万 清仓
AON AON PLC $00.00%0 -500-100.0% -$16.14万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -2,608-100.0% -$15.98万 清仓
L LOEWS CORP $00.00%0 -1,200-100.0% -$12.81万 清仓
MGK VANGUARD WORLD FD $00.00%0 -1,740-100.0% -$12.79万 清仓
FLRN SPDR SERIES TRUST $00.00%0 -3,825-100.0% -$11.77万 清仓
ESE ESCO TECHNOLOGIES INC $00.00%0 -418-100.0% -$11.76万 清仓
GRMN GARMIN LTD $00.00%0 -470-100.0% -$10.90万 清仓
MPC MARATHON PETE CORP $00.00%0 -440-100.0% -$10.74万 清仓
MO ALTRIA GROUP INC $00.00%0 -1,532-100.0% -$10.11万 清仓
IRM IRON MTN INC DEL $00.00%0 -972-100.0% -$9.92万 清仓
AGCO AGCO CORP $00.00%0 -850-100.0% -$9.85万 清仓
TJX TJX COS INC NEW $00.00%0 -597-100.0% -$9.53万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -141-100.0% -$8.52万 清仓
— ISHARES TR $00.00%0 -1,375-100.0% -$7.97万 清仓
SMH VANECK ETF TRUST $00.00%0 -200-100.0% -$7.67万 清仓
KEY KEYCORP $00.00%0 -3,740-100.0% -$7.50万 清仓
WPC WP CAREY INC $00.00%0 -1,100-100.0% -$7.48万 清仓
APD AIR PRODUCTS AND CHEMICALS I $00.00%0 -252-100.0% -$7.32万 清仓
SHOP SHOPIFY INC $00.00%0 -610-100.0% -$7.24万 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 -1,574-100.0% -$7.22万 清仓
XEL XCEL ENERGY INC $00.00%0 -857-100.0% -$6.81万 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -1,524-100.0% -$6.77万 清仓
FXO FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,180-100.0% -$6.63万 清仓
ITOT ISHARES TR $00.00%0 -463-100.0% -$6.59万 清仓
RACE FERRARI N V $00.00%0 -191-100.0% -$6.46万 清仓
OHI OMEGA HEALTHCARE INVS INC $00.00%0 -1,400-100.0% -$6.13万 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 -254-100.0% -$6.04万 清仓
FXH FIRST TR EXCHANGE-TRADED FD $00.00%0 -547-100.0% -$6.00万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -385-100.0% -$5.89万 清仓
FLOT ISHARES TR $00.00%0 -1,115-100.0% -$5.68万 清仓
IR INGERSOLL RAND INC $00.00%0 -705-100.0% -$5.65万 清仓
BIO BIO RAD LABS INC $00.00%0 -200-100.0% -$5.58万 清仓
GXO GXO LOGISTICS INCORPORATED $00.00%0 -1,075-100.0% -$5.57万 清仓
BHP BHP BILLITON LIMITED $00.00%0 -751-100.0% -$5.46万 清仓
PSCT INVESCO EXCH TRADED FD TR II $00.00%0 -876-100.0% -$5.26万 清仓
FNCL FIDELITY COVINGTON TRUST $00.00%0 -743-100.0% -$5.22万 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -248-100.0% -$5.03万 清仓
STLA STELLANTIS N.V $00.00%0 -6,987-100.0% -$4.95万 清仓
CM CANADIAN IMPERIAL BANK OF CO $00.00%0 -522-100.0% -$4.95万 清仓
GPC GENUINE PARTS CO $00.00%0 -467-100.0% -$4.94万 清仓
SLF SUN LIFE FINANCIAL INC. $00.00%0 -789-100.0% -$4.94万 清仓
JCI JOHNSON CONTROLS INTERNATION $00.00%0 -376-100.0% -$4.92万 清仓
FDIS FIDELITY COVINGTON TRUST $00.00%0 -522-100.0% -$4.87万 清仓
IX ORIX CORP $00.00%0 -1,537-100.0% -$4.61万 清仓
— CANTALOUPE INC $00.00%0 -4,250-100.0% -$4.59万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -940-100.0% -$4.59万 清仓
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -75-100.0% -$4.45万 清仓
HSY HERSHEY CO $00.00%0 -213-100.0% -$4.43万 清仓
DOW DOW HLDGS INC $00.00%0 -1,050-100.0% -$4.37万 清仓
CNQ CANADIAN NAT RES LTD MED TER $00.00%0 -896-100.0% -$4.37万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -245-100.0% -$4.25万 清仓
— CHART INDS INC $00.00%0 -200-100.0% -$4.13万 清仓
TAK TAKEDA PHARMACEUTICAL CO LTD $00.00%0 -2,170-100.0% -$4.02万 清仓
IGPT INVESCO EXCHANGE TRADED FD T $00.00%0 -681-100.0% -$3.95万 清仓
MOAT VANECK ETF TRUST $00.00%0 -405-100.0% -$3.92万 清仓
HAL HALLIBURTON CO $00.00%0 -1,000-100.0% -$3.90万 清仓
EME EMCOR GROUP INC $00.00%0 -52-100.0% -$3.84万 清仓
SMFG SUMITOMO MITSUI FIN GRP INC $00.00%0 -1,876-100.0% -$3.71万 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -650-100.0% -$3.68万 清仓
FAST FASTENAL CO $00.00%0 -793-100.0% -$3.68万 清仓
USB US BANCORP $00.00%0 -700-100.0% -$3.64万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -200-100.0% -$3.49万 清仓
PKW INVESCO EXCHANGE TRADED FD T $00.00%0 -264-100.0% -$3.46万 清仓
WTRG ESSENTIAL UTILS INC $00.00%0 -771-100.0% -$3.10万 清仓
BCS BARCLAYS PLC $00.00%0 -1,451-100.0% -$3.07万 清仓
SGOV ISHARES TR $00.00%0 -300-100.0% -$3.02万 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -144-100.0% -$2.83万 清仓
UBS UBS GROUP AG $00.00%0 -711-100.0% -$2.78万 清仓
VOE VANGUARD INDEX FDS $00.00%0 -146-100.0% -$2.69万 清仓
SOLV SOLVENTUM CORP $00.00%0 -401-100.0% -$2.62万 清仓
MKC MCCORMICK & CO INC $00.00%0 -516-100.0% -$2.60万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -353-100.0% -$2.60万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -416-100.0% -$2.55万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -437-100.0% -$2.48万 清仓
AEE AMEREN CORP $00.00%0 -223-100.0% -$2.45万 清仓
GL GLOBE LIFE INC $00.00%0 -176-100.0% -$2.45万 清仓
MELI MERCADOLIBRE INC $00.00%0 -14-100.0% -$2.42万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -567-100.0% -$2.33万 清仓
NET CLOUDFLARE INC $00.00%0 -111-100.0% -$2.29万 清仓
EFX EQUIFAX INC $00.00%0 -125-100.0% -$2.25万 清仓
— ISHARES TR $00.00%0 -260-100.0% -$2.24万 清仓