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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 2
增持 143
减持 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$203.5M
1,005,611
+28%
增持
NVDA
NVIDIA CORPORATION
+$104.0M
1,414,283
+30%
增持
IJH
ISHARES TR
+$99.2M
5,551,780
+32%
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
+$97.8M
697,035
+25%
增持
QUAL
ISHARES TR
+$86.1M
558,578
+476%
增持
IVV
ISHARES TR
+$72.6M
597,818
+12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$71.0M
7,206,897
+27%
增持
AGG
ISHARES TR
+$65.4M
2,621,743
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$62.5M
687,963
+22%
增持
AAPL
APPLE INC
+$57.9M
2,011,769
+23%
增持
META
META PLATFORMS INC
+$57.7M
165,752
+48%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$55.1M
2,899,033
+533%
增持
IEFA
ISHARES TR
+$47.5M
2,742,003
+16%
增持
AVLV
AMERICAN CENTY ETF TR
+$46.7M
742,520
+1114%
增持
AMZN
AMAZON COM INC
+$44.5M
707,759
+23%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$36.1M
2,362,294
+43%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$35.3M
1,285,162
+520%
增持
JAAA
JANUS DETROIT STR TR
+$34.9M
1,055,523
+185%
增持
GOOGL
ALPHABET INC
+$34.3M
489,512
+45%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$33.9M
419,288
+691%
增持
V
VISA INC
+$32.5M
256,763
+50%
增持
WMT
WALMART INC
+$29.5M
1,040,297
+23%
增持
BLK
BLACKROCK INC
+$27.2M
92,319
+25%
增持
IUSB
ISHARES TR
+$24.3M
1,107,652
+88%
增持
COST
COSTCO WHSL CORP NEW
+$24.2M
90,271
+29%
增持
ABT
ABBOTT LABS
+$22.5M
569,944
+35%
增持
VUG
VANGUARD INDEX FDS
+$22.1M
225,385
+9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$21.3M
247,077
+35%
增持
CEG
CONSTELLATION ENERGY CORP
+$20.7M
128,091
+28%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$20.0M
297,270
+24%
增持
NFLX
NETFLIX INC
+$19.8M
28,594
+45%
增持
MKC
MCCORMICK & CO INC
+$19.5M
274,051
+1504%
增持
GILD
GILEAD SCIENCES INC
+$19.0M
273,590
+169%
增持
ORCL
ORACLE CORP
+$18.5M
173,000
+27%
增持
IVW
ISHARES TR
+$18.3M
346,573
+62%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$18.0M
1,303,527
+28%
增持
BSV
VANGUARD BD INDEX FDS
+$17.7M
798,107
+38%
增持
IJR
ISHARES TR
+$17.4M
628,393
+27%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$17.4M
334,131
+661%
增持
—
ACCENTURE PLC IRELAND
+$17.3M
237,066
+35%
增持
LLY
ELI LILLY & CO
+$16.9M
119,300
+29%
增持
CSCO
CISCO SYS INC
+$16.9M
868,559
+22%
增持
T
AT&T INC
+$16.4M
1,059,578
+109%
增持
EVIM
MORGAN STANLEY ETF TRUST
+$16.2M
897,778
+55%
增持
AVDE
AMERICAN CENTY ETF TR
+$16.2M
281,590
+305%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.2M
461,610
+13%
增持
GOOG
ALPHABET INC
+$15.8M
286,912
+28%
增持
MA
MASTERCARD INCORPORATED
+$15.8M
61,798
+76%
增持
JNJ
JOHNSON & JOHNSON
+$15.5M
604,758
+29%
增持
VOO
VANGUARD INDEX FDS
+$15.1M
150,646
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$15.0M
75,351
+33%
增持
—
LINDE PLC
+$15.0M
87,965
+54%
减持
CMCSA
COMCAST CORP NEW
-$14.9M
607,733
-39%
增持
HD
HOME DEPOT INC
+$14.5M
199,368
+22%
增持
GS
GOLDMAN SACHS GROUP INC
+$14.3M
65,380
+11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$13.9M
1,440,012
+19%
增持
MCK
MCKESSON CORP
+$13.8M
23,270
+379%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.5M
167,621
+30%
增持
TSLA
TESLA INC
+$13.5M
94,290
+51%
增持
GD
GENERAL DYNAMICS CORP
+$13.1M
162,589
+28%
增持
EMR
EMERSON ELEC CO
+$13.1M
283,451
+25%
增持
GE
GE AEROSPACE
+$13.1M
102,487
+54%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$13.0M
151,073
+26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.4M
136,828
+19%
增持
WMB
WILLIAMS COS INC
+$12.3M
484,985
+58%
增持
OEF
ISHARES TR
+$12.0M
65,048
+124%
增持
AEP
AMERICAN ELEC PWR CO INC
+$11.9M
209,440
+128%
增持
DGX
QUEST DIAGNOSTICS INC
+$11.9M
89,671
+251%
增持
SRE
SEMPRA
+$11.3M
161,664
+1010%
增持
MCD
MCDONALDS CORP
+$11.1M
250,414
+24%
增持
PG
PROCTER AND GAMBLE CO
+$11.0M
451,656
+25%
增持
NEE
NEXTERA ENERGY INC
+$11.0M
818,349
+26%
增持
ITW
ILLINOIS TOOL WKS INC
+$10.7M
145,436
+42%
增持
CAT
CATERPILLAR INC
+$10.7M
72,381
+37%
增持
XLK
SELECT SECTOR SPDR TR
+$10.7M
159,924
+11%
增持
PNC
PNC FINL SVCS GROUP INC
+$10.5M
238,347
+21%
增持
QCOM
QUALCOMM INC
+$10.5M
221,179
+37%
增持
AFL
AFLAC INC
+$10.4M
619,278
+24%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$10.3M
244,492
+89%
增持
—
EATON CORP PLC
+$10.2M
97,819
+9%
增持
GWW
GRAINGER W W INC
+$10.1M
26,023
+49%
增持
AMAT
APPLIED MATLS INC
+$10.0M
122,691
+42%
增持
—
CHUBB LIMITED
+$9.8M
190,819
+25%
减持
ADI
ANALOG DEVICES INC
-$9.6M
168,260
-32%
增持
BAC
BANK AMERICA CORP
+$9.6M
615,337
+30%
增持
TXN
TEXAS INSTRS INC
+$9.4M
73,651
+122%
减持
MRK
MERCK & CO INC
-$9.4M
448,078
-11%
增持
SPGI
S&P GLOBAL INC
+$9.4M
54,037
+42%
增持
IVE
ISHARES TR
+$9.2M
119,952
+59%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.0M
88,120
+33%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$9.0M
1,141,649
+88%
建仓
QLTY
2023 ETF SERIES TRUST II
+$9.0M
259,884
增持
UNH
UNITEDHEALTH GROUP INC
-$9.0M
133,418
+36%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$8.9M
290,064
+653%
增持
QQQ
INVESCO QQQ TR
+$8.8M
73,551
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$8.7M
50,302
+7%
减持
BDX
BECTON DICKINSON & CO
-$8.7M
22,919
-59%
增持
VZ
VERIZON COMMUNICATIONS INC
+$8.6M
1,162,077
+25%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$8.4M
361,143
+92%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.4M
657,857
+16%
增持
PAYX
PAYCHEX INC
+$8.3M
348,245
+24%
增持
LOW
LOWES COS INC
+$8.3M
256,497
+20%
增持
TJX
TJX COS INC NEW
+$8.2M
275,865
+26%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$8.1M
277,986
+133%
增持
VTV
VANGUARD INDEX FDS
+$7.7M
383,655
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.6M
734,258
+22%
增持
HON
HONEYWELL INTL INC
+$7.4M
71,990
+62%
增持
CRM
SALESFORCE INC
+$7.3M
77,073
+51%
增持
EFV
ISHARES TR
+$7.3M
272,525
+62%
增持
RTX
RTX CORPORATION
+$7.2M
196,798
+20%
增持
PM
PHILIP MORRIS INTL INC
+$7.2M
126,289
+25%
增持
VTI
VANGUARD INDEX FDS
+$7.2M
88,710
+23%
增持
MBB
ISHARES TR
+$7.1M
132,172
+132%
增持
XLC
SELECT SECTOR SPDR TR
+$7.1M
171,791
+42%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$7.0M
840,339
+23%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.0M
538,328
+17%
增持
IWF
ISHARES TR
+$6.9M
48,407
+29%
增持
IAU
ISHARES GOLD TR
+$6.9M
168,217
+170%
增持
KO
COCA COLA CO
+$6.9M
361,555
+36%
增持
LMT
LOCKHEED MARTIN CORP
+$6.8M
54,594
+31%
增持
DIS
DISNEY WALT CO
+$6.7M
144,914
+26%
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.7M
92,554
+48%
建仓
FEGE
RBB FUND TRUST
+$6.5M
140,255
增持
REGL
PROSHARES TR
+$6.4M
255,649
+42%
减持
TGT
TARGET CORP
-$6.4M
150,689
-25%
增持
GLD
SPDR GOLD TR
+$6.4M
116,301
+14%
增持
SGOV
ISHARES TR
+$6.4M
112,084
+132%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$6.2M
101,084
+95%
增持
VB
VANGUARD INDEX FDS
+$6.2M
101,556
+26%
增持
APH
AMPHENOL CORP NEW
+$6.2M
106,441
+62%
增持
BIL
SPDR SERIES TRUST
+$6.1M
366,260
+22%
增持
LRCX
LAM RESEARCH CORP
+$6.1M
85,561
+175%
增持
ANET
ARISTA NETWORKS INC
+$5.9M
85,647
+137%
增持
IEMG
ISHARES INC
+$5.9M
577,718
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.9M
163,949
+18%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$5.8M
178,094
+112%
增持
IYW
ISHARES TR
+$5.8M
77,704
+42%
增持
VO
VANGUARD INDEX FDS
+$5.7M
195,291
+2%
增持
ADBE
ADOBE INC
+$5.6M
34,030
+74%
增持
NOW
SERVICENOW INC
+$5.6M
14,916
+24%
增持
ZTS
ZOETIS INC
+$5.6M
102,174
+61%
增持
VOE
VANGUARD INDEX FDS
+$5.6M
110,713
+39%
增持
DYNF
BLACKROCK ETF TRUST
+$5.5M
212,868
+69%
增持
NOBL
PROSHARES TR
+$5.5M
177,879
+44%
增持
VOT
VANGUARD INDEX FDS
+$5.4M
58,862
+27%
增持
PH
PARKER-HANNIFIN CORP
+$5.4M
20,684
+37%
增持
MMM
3M CO
+$5.4M
118,495
+35%
增持
—
TRANE TECHNOLOGIES PLC
+$5.3M
19,166
+108%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$5.3M
1,180,478
+10%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$5.2M
247,852
+372%
