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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 125
减持 19
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$68.4M
534,943
+39%
增持
DFAI
DIMENSIONAL ETF TRUST
+$56.9M
5,652,669
+37%
增持
IEFA
ISHARES TR
+$46.7M
2,373,553
+24%
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
AGG
ISHARES TR
+$40.9M
1,974,775
+23%
增持
IJH
ISHARES TR
+$31.7M
4,205,756
+24%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$29.7M
1,655,635
+59%
增持
NVDA
NVIDIA CORPORATION
-$24.6M
1,091,055
+9%
增持
LLY
ELI LILLY & CO
+$23.5M
92,538
+38%
增持
V
VISA INC
+$22.3M
171,229
+48%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$20.0M
129,098
+22%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$19.5M
407,572
+36%
增持
VOO
VANGUARD INDEX FDS
+$18.9M
137,926
+45%
增持
AVGO
BROADCOM INC
-$17.9M
557,089
+16%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$16.4M
1,214,991
+61%
增持
AMGN
AMGEN INC
+$16.0M
205,548
+14%
增持
JNJ
JOHNSON & JOHNSON
+$15.6M
469,325
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$15.4M
1,020,422
+94%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$15.0M
605,827
增持
IWB
ISHARES TR
+$14.4M
75,055
+188%
增持
VUG
VANGUARD INDEX FDS
+$12.4M
207,176
+34%
增持
ABT
ABBOTT LABS
+$12.2M
421,039
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.9M
926,484
+25%
增持
AFL
AFLAC INC
+$11.8M
500,123
+20%
增持
VTV
VANGUARD INDEX FDS
+$11.8M
351,891
+24%
增持
BSV
VANGUARD BD INDEX FDS
+$11.8M
577,672
+33%
增持
QCOM
QUALCOMM INC
+$11.7M
162,029
+95%
增持
AMT
AMERICAN TOWER CORP NEW
+$11.0M
138,401
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$10.8M
564,061
+9%
增持
WMB
WILLIAMS COS INC
+$10.6M
306,470
+129%
增持
ABBV
ABBVIE INC
+$10.1M
233,478
+12%
增持
—
CHUBB LIMITED
+$10.0M
153,167
+17%
增持
COST
COSTCO WHSL CORP NEW
+$9.8M
70,125
+16%
增持
OWL
BLUE OWL CAPITAL INC
+$9.2M
468,869
+3510%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.1M
58,866
+49%
增持
—
EXXON MOBIL CORP
+$8.8M
407,683
+12%
增持
PEP
PEPSICO INC
+$8.8M
350,945
+20%
增持
EVIM
MORGAN STANLEY ETF TRUST
+$8.8M
579,399
+42%
减持
ITOT
ISHARES TR
-$8.5M
351,485
-11%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.4M
158,811
+72%
增持
CVX
CHEVRON CORP NEW
+$8.3M
362,744
+3%
增持
PAYX
PAYCHEX INC
+$8.2M
280,266
+15%
增持
HD
HOME DEPOT INC
+$8.0M
163,571
+26%
增持
MCD
MCDONALDS CORP
+$7.7M
201,772
+10%
增持
—
MEDTRONIC PLC
+$7.6M
326,949
+25%
增持
COP
CONOCOPHILLIPS
+$7.1M
258,993
+35%
增持
BLK
BLACKROCK INC
+$7.1M
73,566
+20%
增持
GOOGL
ALPHABET INC
-$7.1M
337,828
+10%
增持
PNC
PNC FINL SVCS GROUP INC
+$7.0M
197,521
+44%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$6.8M
684,699
-21%
增持
PG
PROCTER AND GAMBLE CO
+$6.8M
362,027
+11%
增持
EOG
EOG RES INC
+$6.7M
182,962
+41%
增持
AMZN
AMAZON COM INC
-$6.6M
576,324
+10%
增持
APD
AIR PRODS & CHEMS INC
+$6.5M
74,298
+39%
增持
VB
VANGUARD INDEX FDS
+$6.4M
80,301
+73%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.4M
98,181
-12%
增持
NEE
NEXTERA ENERGY INC
+$6.3M
649,373
+18%
增持
META
META PLATFORMS INC
+$5.6M
112,249
+15%
增持
ADI
ANALOG DEVICES INC
+$5.6M
245,806
+21%
增持
GLD
SPDR GOLD TR
+$5.6M
102,433
+6%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$5.6M
304,124
+78%
增持
WMT
WALMART INC
+$5.3M
847,348
+15%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$5.3M
156,579
-33%
增持
CMCSA
COMCAST CORP NEW
+$5.2M
997,600
+20%
增持
DVY
ISHARES TR
+$5.1M
121,021
+45%
增持
XLC
SELECT SECTOR SPDR TR
+$5.1M
120,781
+85%
增持
—
EATON CORP PLC
+$5.1M
89,767
+58%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$5.0M
201,256
+1769%
增持
TJX
TJX COS INC NEW
+$5.0M
219,287
+28%
增持
SPY
SPDR S&P 500 ETF TR
+$4.9M
56,720
+26%
增持
CEG
CONSTELLATION ENERGY CORP
+$4.9M
100,186
+62%
减持
ES
EVERSOURCE ENERGY
-$4.9M
43,720
-67%
减持
LOW
LOWES COS INC
-$4.8M
212,940
-1%
增持
IWF
ISHARES TR
+$4.8M
37,664
+74%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$4.6M
363,551
+49%
增持
TSLA
TESLA INC
-$4.6M
62,282
+21%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.6M
568,741
+11%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$4.5M
206,544
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$4.5M
213,173
增持
PM
PHILIP MORRIS INTL INC
+$4.4M
101,400
+9%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.4M
187,638
+84%
减持
NSC
NORFOLK SOUTHN CORP
-$4.3M
45,846
-28%
增持
GE
GE AEROSPACE
+$4.3M
66,478
+27%
增持
TFC
TRUIST FINL CORP
+$4.3M
268,504
+79%
减持
AVUV
AMERICAN CENTY ETF TR
-$3.9M
69,101
-33%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.9M
11
+57%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.9M
1,074,509
+17%
增持
SNA
SNAP ON INC
+$3.9M
35,640
+53%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.9M
114,627
+6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.9M
119,872
+19%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.9M
182,349
+4%
增持
DGRO
ISHARES TR
+$3.7M
293,515
+26%
减持
EFG
ISHARES TR
-$3.7M
92,514
-31%
增持
AVLV
AMERICAN CENTY ETF TR
+$3.7M
61,138
+1555%
增持
NFLX
NETFLIX INC
+$3.7M
19,704
+18%
增持
AVB
AVALONBAY CMNTYS INC
+$3.7M
47,918
+60%
减持
IVW
ISHARES TR
-$3.7M
214,528
-6%
增持
MMM
3M CO
+$3.6M
87,472
+26%
增持
MSFT
MICROSOFT CORP
+$3.5M
783,110
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.4M
603,194
+14%
增持
SGOV
ISHARES TR
+$3.4M
48,217
+233%
减持
GSLC
GOLDMAN SACHS ETF TR
-$3.4M
224,059
-7%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$3.3M
89,419
+262%
增持
AMLP
ALPS ETF TR
+$3.3M
91,697
+205%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.3M
239,364
+11%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.3M
35,523
+406%
增持
NEM
NEWMONT CORP
+$3.3M
89,889
+226%
增持
XLF
SELECT SECTOR SPDR TR
+$3.3M
217,800
+41%
增持
DUK
DUKE ENERGY CORP NEW
+$3.3M
149,325
+10%
减持
IWD
ISHARES TR
-$3.2M
73,724
-19%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$3.2M
115,487
+769%
清仓
—
ASPEN TECHNOLOGY INC
-$3.2M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$3.1M
190,855
+11%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$3.1M
111,677
+905%
增持
KO
COCA COLA CO
+$3.1M
266,099
+5%
增持
JAAA
JANUS DETROIT STR TR
+$3.0M
370,025
+19%
增持
UNP
UNION PAC CORP
+$3.0M
76,815
+21%
清仓
SYFI
AB ACTIVE ETFS INC
-$3.0M
0
-100%
增持
MRK
MERCK & CO INC
+$3.0M
501,779
+19%
增持
VBR
VANGUARD INDEX FDS
+$3.0M
58,743
+51%
增持
GOOG
ALPHABET INC
-$3.0M
224,807
+14%
增持
EMR
EMERSON ELEC CO
-$3.0M
227,102
+1%
增持
ENB
ENBRIDGE INC
+$3.0M
249,072
+32%
减持
VV
VANGUARD INDEX FDS
-$2.9M
81,317
-6%
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
512,262
+6%
增持
RY
ROYAL BK CDA
+$2.9M
29,272
+824%
增持
CVS
CVS HEALTH CORP
+$2.8M
100,611
+18%
增持
USHY
ISHARES TR
+$2.8M
650,658
+14%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$2.8M
307,229
+87%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$2.8M
107,113
增持
BDX
BECTON DICKINSON & CO
+$2.7M
55,398
+28%
增持
NEAR
ISHARES U S ETF TR
+$2.7M
65,942
+395%
增持
IVE
ISHARES TR
+$2.7M
75,510
+24%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.6M
376,157
+33%
减持
AXP
AMERICAN EXPRESS CO
-$2.6M
38,668
-10%
增持
UBER
UBER TECHNOLOGIES INC
+$2.6M
88,994
+42%
增持
KR
KROGER CO
+$2.5M
129,309
+30%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
72,342
+23%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.5M
461,195
+5%
增持
DGRW
WISDOMTREE TR
+$2.5M
45,700
+224%
增持
ORCL
ORACLE CORP
-$2.5M
136,509
+5%
减持
RTX
RTX CORPORATION
+$2.4M
163,351
-1%
增持
GILD
GILEAD SCIENCES INC
+$2.4M
101,601
+3%
减持
T
AT&T INC
+$2.4M
506,562
-3%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.3M
69,579
+84%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.2M
12,215
-88%
增持
GLDM
WORLD GOLD TR
+$2.2M
187,747
+7%
增持
TGT
TARGET CORP
-$2.2M
201,530
+17%
减持
XLV
SELECT SECTOR SPDR TR
-$2.2M
57,023
-25%
增持
NVO
NOVO-NORDISK A S
-$2.2M
131,677
+3%
减持
LQD
ISHARES TR
-$2.1M
16,055
-56%
