小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
WILEY BROS.-AINTREE CAPITAL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WILEY BROS.-AINTREE CAPITAL, LLC
报告期 2026-03-31 · CIK 0000107136
持仓数
2,395
前50大市值合计
$9.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 4
增持 145
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$140.3M
1,454,279
+58%
增持
MSFT
MICROSOFT CORP
+$103.7M
692,772
+57%
增持
IVV
ISHARES TR
+$73.7M
385,585
+42%
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。
增持
AVGO
BROADCOM INC
+$64.2M
481,482
+73%
增持
IJH
ISHARES TR
+$63.0M
3,391,582
+40%
建仓
BLK
BLACKROCK INC
+$62.7M
61,334
增持
JPM
JPMORGAN CHASE & CO.
+$59.1M
518,764
+63%
增持
NVDA
NVIDIA CORPORATION
+$58.5M
997,703
+41%
增持
AMZN
AMAZON COM INC
+$53.2M
524,816
+52%
增持
AGG
ISHARES TR
+$52.1M
1,600,629
+58%
增持
IEFA
ISHARES TR
+$38.9M
1,918,299
+56%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$37.1M
1,042,041
+263%
增持
DFAI
DIMENSIONAL ETF TRUST
+$36.8M
4,126,118
+55%
增持
VUG
VANGUARD INDEX FDS
+$34.9M
154,359
+101%
清仓
—
BLACKROCK INC
-$33.1M
0
-100%
增持
WMT
WALMART INC
+$32.8M
736,961
+75%
增持
GOOGL
ALPHABET INC
+$28.4M
308,186
+66%
增持
VTV
VANGUARD INDEX FDS
+$27.1M
284,085
+134%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$26.8M
105,747
+130%
增持
ITOT
ISHARES TR
+$26.4M
393,603
+103%
增持
COST
COSTCO WHSL CORP NEW
+$25.2M
60,499
+77%
增持
META
META PLATFORMS INC
+$24.8M
97,817
+63%
增持
CVX
CHEVRON CORP NEW
+$24.3M
352,672
+88%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$24.2M
300,345
+72%
增持
MCD
MCDONALDS CORP
+$23.4M
184,193
+81%
增持
HD
HOME DEPOT INC
+$23.3M
129,558
+92%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$23.3M
174,892
+74%
增持
—
ACCENTURE PLC IRELAND
+$22.6M
145,555
+78%
增持
CSCO
CISCO SYS INC
+$21.2M
769,528
+71%
增持
PG
PROCTER AND GAMBLE CO
+$21.1M
327,195
+72%
增持
JNJ
JOHNSON & JOHNSON
+$20.4M
425,094
+68%
增持
VOO
VANGUARD INDEX FDS
+$20.2M
95,179
+59%
增持
GOOG
ALPHABET INC
+$19.6M
197,296
+79%
增持
UNH
UNITEDHEALTH GROUP INC
+$19.1M
111,492
+72%
增持
AMGN
AMGEN INC
+$18.5M
180,703
+103%
增持
LLY
ELI LILLY & CO
+$17.8M
67,072
+71%
增持
PEP
PEPSICO INC
+$17.3M
291,279
+88%
增持
V
VISA INC
+$17.2M
115,561
+65%
增持
IEMG
ISHARES INC
+$17.1M
546,342
+171%
增持
ABT
ABBOTT LABS
+$17.1M
376,796
+66%
增持
LOW
LOWES COS INC
+$17.1M
215,697
+61%
增持
XLK
SELECT SECTOR SPDR TR
+$16.8M
128,538
+114%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.3M
214,901
+745%
增持
VO
VANGUARD INDEX FDS
+$16.2M
171,929
+53%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$15.6M
438,043
+88%
增持
ADI
ANALOG DEVICES INC
+$15.5M
203,979
+65%
增持
—
EATON CORP PLC
+$14.9M
56,892
+292%
增持
PAYX
PAYCHEX INC
+$14.8M
244,624
+70%
增持
MRK
MERCK & CO INC
+$14.8M
421,205
+77%
增持
GSLC
GOLDMAN SACHS ETF TR
+$14.7M
240,081
+109%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$14.7M
921,271
+205%
增持
ABBV
ABBVIE INC
+$14.3M
208,732
+75%
增持
IJR
ISHARES TR
+$13.9M
452,782
+38%
增持
AFL
AFLAC INC
+$13.9M
417,695
+60%
增持
PNC
PNC FINL SVCS GROUP INC
+$13.7M
136,959
+92%
增持
USHY
ISHARES TR
+$13.5M
569,283
+185%
增持
KMI
KINDER MORGAN INC DEL
+$13.2M
556,981
+387%
增持
SBUX
STARBUCKS CORP
+$13.1M
279,944
+114%
增持
EMR
EMERSON ELEC CO
+$13.1M
224,761
+68%
增持
TSLA
TESLA INC
+$12.3M
51,326
+53%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$12.1M
862,470
+59%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.0M
529,547
+69%
增持
BSV
VANGUARD BD INDEX FDS
+$12.0M
433,700
+59%
增持
—
CHUBB LIMITED
+$11.9M
130,422
+60%
增持
DLR
DIGITAL RLTY TR INC
+$11.3M
64,685
+1752%
增持
NEE
NEXTERA ENERGY INC
+$11.2M
548,360
+64%
增持
JAAA
JANUS DETROIT STR TR
+$11.1M
309,948
+242%
增持
EVIM
MORGAN STANLEY ETF TRUST
+$10.9M
407,983
增持
CMCSA
COMCAST CORP NEW
+$10.4M
832,743
+67%
增持
GD
GENERAL DYNAMICS CORP
+$10.3M
131,705
+64%
增持
IWD
ISHARES TR
+$10.0M
91,058
+148%
增持
IDEV
ISHARES TR
+$9.9M
159,870
+2484%
增持
—
EXXON MOBIL CORP
+$9.7M
362,527
+45%
增持
IWM
ISHARES TR
+$9.6M
91,234
+88%
增持
BND
VANGUARD BD INDEX FDS
+$9.6M
482,979
+45%
增持
ET
ENERGY TRANSFER L P
+$9.6M
592,279
+367%
增持
IUSB
ISHARES TR
+$9.6M
611,999
+63%
增持
—
GARMIN LTD
+$9.4M
94,614
+63%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.0M
108,200
+59%
增持
ORCL
ORACLE CORP
+$8.8M
130,199
+71%
增持
BAC
BANK AMERICA CORP
+$8.7M
404,871
+71%
增持
QQQ
INVESCO QQQ TR
+$8.7M
63,074
+26%
增持
RTX
RTX CORPORATION
+$8.6M
164,739
+90%
增持
IGM
ISHARES TR
+$8.5M
88,418
+1091%
增持
PSX
PHILLIPS 66
+$8.4M
285,476
+52%
增持
TJX
TJX COS INC NEW
+$8.4M
171,472
+61%
增持
GS
GOLDMAN SACHS GROUP INC
+$8.2M
39,387
+33%
增持
IWR
ISHARES TR
+$8.1M
162,549
+125%
增持
CEG
CONSTELLATION ENERGY CORP
+$8.0M
61,902
+112%
增持
NKE
NIKE INC
+$8.0M
277,572
+99%
增持
SPY
SPDR S&P 500 ETF TR
+$7.9M
44,941
+38%
增持
XLE
SELECT SECTOR SPDR TR
+$7.8M
212,432
+74%
增持
MA
MASTERCARD INCORPORATED
+$7.8M
33,297
+72%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.8M
139,362
+49%
增持
CRM
SALESFORCE INC
+$7.8M
44,079
+73%
增持
VOT
VANGUARD INDEX FDS
+$7.6M
38,044
+316%
增持
GWW
GRAINGER W W INC
+$7.6M
16,254
+78%
增持
—
LINDE PLC
+$7.5M
60,552
+64%
增持
EOG
EOG RES INC
+$7.4M
129,736
+76%
增持
VOE
VANGUARD INDEX FDS
+$7.4M
65,296
+238%
增持
TGT
TARGET CORP
+$7.2M
172,840
+66%
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.2M
740,275
+47%
增持
BIL
SPDR SER TR
+$7.1M
284,416
+38%
增持
—
MEDTRONIC PLC
+$7.1M
260,647
+68%
增持
CAT
CATERPILLAR INC
+$7.1M
48,828
+80%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.9M
281,800
+49%
增持
FDS
FACTSET RESH SYS INC
+$6.9M
27,740
+105%
增持
QCOM
QUALCOMM INC
+$6.8M
83,209
+125%
增持
PANW
PALO ALTO NETWORKS INC
+$6.8M
90,639
+216%
建仓
USFR
WISDOMTREE TR
+$6.8M
135,094
增持
NFLX
NETFLIX INC
+$6.7M
16,732
+47%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$6.6M
100,504
+66%
增持
COWZ
PACER FDS TR
+$6.6M
365,103
+49%
增持
EMB
ISHARES TR
+$6.3M
136,887
+114%
增持
OKE
ONEOK INC NEW
+$6.3M
86,404
+203%
增持
COP
CONOCOPHILLIPS
+$6.2M
191,436
+53%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$6.2M
170,795
+704%
增持
EME
EMCOR GROUP INC
+$6.2M
14,764
+673%
增持
VTEB
VANGUARD MUN BD FDS
+$6.1M
224,027
+124%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$6.0M
41,132
+33%
增持
DUK
DUKE ENERGY CORP NEW
+$6.0M
135,406
+82%
增持
IVW
ISHARES TR
+$5.9M
227,632
+25%
增持
NVO
NOVO-NORDISK A S
+$5.6M
128,345
+170%
增持
NVS
NOVARTIS AG
+$5.5M
91,080
+212%
增持
LMT
LOCKHEED MARTIN CORP
+$5.5M
40,733
+68%
增持
NOBL
PROSHARES TR
+$5.4M
115,615
+104%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$5.3M
243,701
+188%
增持
SPGI
S&P GLOBAL INC
+$5.3M
39,674
+42%
增持
BNY
BANK NEW YORK MELLON CORP
+$5.2M
129,093
+95%
增持
NOW
SERVICENOW INC
+$5.0M
10,307
+52%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.0M
511,157
+38%
增持
DIS
DISNEY WALT CO
+$5.0M
101,629
+55%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$5.0M
4,093
增持
WEC
WEC ENERGY GROUP INC
+$4.9M
117,758
+88%
增持
PULS
PGIM ETF TR
+$4.8M
179,354
+119%
增持
ITW
ILLINOIS TOOL WKS INC
+$4.7M
108,427
+26%
增持
GLDM
WORLD GOLD TR
+$4.7M
176,103
+100%
建仓
ILCG
ISHARES TR
+$4.6M
50,649
增持
USMV
ISHARES TR
+$4.6M
93,340
+128%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.5M
187,210
+67%
增持
IEI
ISHARES TR
+$4.5M
81,572
+98%
增持
PFE
PFIZER INC
+$4.5M
562,920
+55%
增持
TLT
ISHARES TR
+$4.5M
192,102
+52%
增持
AXP
AMERICAN EXPRESS CO
+$4.4M
42,811
+36%
增持
WMB
WILLIAMS COS INC
+$4.4M
133,894
+91%
增持
LNG
CHENIERE ENERGY INC
+$4.4M
23,499
+398%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$4.3M
855,770
+68%
增持
SNA
SNAP ON INC
+$4.3M
23,233
+91%
增持
APD
AIR PRODS & CHEMS INC
+$4.3M
53,467
+47%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3M
53,288
+33%
