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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 134
减持 4
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$169.3M
2,651,448
+22%
增持
SPY
SPDR S&P 500 ETF TR
+$118.2M
278,473
+161%
增持
GOOGL
ALPHABET INC
+$109.1M
856,960
+29%
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
NVDA
NVIDIA CORPORATION
+$108.6M
2,477,592
+29%
增持
VOO
VANGUARD INDEX FDS
+$86.7M
304,035
+80%
增持
LLY
ELI LILLY & CO
+$78.6M
160,586
+30%
增持
MSFT
MICROSOFT CORP
+$75.7M
1,324,960
+21%
增持
AMZN
AMAZON COM INC
+$71.9M
1,140,967
+31%
增持
JPM
JPMORGAN CHASE & CO.
+$58.2M
913,996
+22%
增持
IVV
ISHARES TR
+$53.1M
774,856
+8%
增持
AVGO
BROADCOM INC
+$52.5M
861,231
+14%
增持
GOOG
ALPHABET INC
+$44.1M
384,995
+22%
增持
VTI
VANGUARD INDEX FDS
+$42.6M
243,688
+104%
增持
GS
GOLDMAN SACHS GROUP INC
+$37.2M
106,269
+50%
增持
IJH
ISHARES TR
+$36.3M
6,993,740
+7%
增持
CGDV
CAPITAL GROUP DIVIDEND
+$36.1M
2,379,691
+48%
增持
JNJ
JOHNSON & JOHNSON
+$35.1M
763,694
+15%
增持
TSLA
TESLA INC
+$35.1M
219,870
+53%
增持
VUG
VANGUARD INDEX FDS
+$33.1M
300,632
+27%
增持
V
VISA INC
+$31.2M
371,589
+28%
增持
AGG
ISHARES TR
+$30.9M
3,444,118
+10%
增持
WMT
WALMART INC
+$30.1M
1,350,705
+16%
增持
—
EXXON MOBIL CORP
+$26.7M
718,874
+35%
增持
MGK
VANGUARD WORLD FD
+$26.5M
70,582
+972%
增持
CGUS
CAPITAL GROUP CORE EQUITY
+$25.9M
1,178,567
+117%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$25.4M
2,071,713
+36%
增持
CEG
CONSTELLATION ENERGY CORP
+$24.6M
195,105
+45%
增持
DFAI
DIMENSIONAL ETF TRUST
+$24.3M
8,363,568
+4%
增持
MU
MICRON TECHNOLOGY INC
+$24.2M
179,683
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$23.9M
1,181,652
+42%
增持
CGCP
CAPITAL GRP FIXED INCM ETF
+$22.9M
4,297,725
+31%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$22.9M
3,410,407
+19%
增持
QQQ
INVESCO QQQ TR
+$22.6M
134,062
+35%
增持
AMGN
AMGEN INC
+$22.6M
279,569
+14%
增持
NXT
NEXTPOWER INC
+$22.4M
261,823
+4406%
增持
VGT
VANGUARD WORLD FD
+$22.1M
42,867
+209%
增持
ABBV
ABBVIE INC
+$21.0M
382,480
+25%
增持
IEFA
ISHARES TR
+$20.9M
3,135,764
+5%
增持
CAT
CATERPILLAR INC
+$20.2M
99,386
+20%
增持
RSP
INVESCO EXCHANGE TRADED FD
+$19.8M
303,269
+49%
增持
BA
BOEING CO
+$18.9M
134,913
+181%
增持
CRM
SALESFORCE INC
+$18.7M
145,232
+74%
增持
IBM
INTERNATIONAL BUSINESS
+$17.8M
216,937
+32%
增持
CSCO
CISCO SYS INC
+$17.1M
1,074,321
+12%
增持
—
ON HLDG AG
+$16.2M
353,764
+6416%
增持
BSV
VANGUARD BD INDEX FDS
+$15.8M
1,150,988
+22%
增持
USFR
WISDOMTREE TR
+$14.7M
434,141
+205%
增持
LMT
LOCKHEED MARTIN CORP
+$14.5M
81,047
+38%
增持
ADI
ANALOG DEVICES INC
+$14.5M
212,621
+21%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.3M
575,385
+10%
增持
EOG
EOG RES INC
+$14.2M
374,403
+67%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$14.0M
709,974
+122%
增持
IWD
ISHARES TR
+$13.9M
144,642
+77%
增持
VT
VANGUARD INTL EQUITY INDEX
+$13.7M
178,034
+115%
增持
PANW
PALO ALTO NETWORKS INC
+$13.6M
201,599
+74%
增持
MRK
MERCK & CO INC
+$13.5M
503,900
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.5M
207,243
+15%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$13.2M
587,006
+60%
增持
SMH
VANECK ETF TRUST
+$13.2M
42,829
+526%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.2M
455,256
+22%
增持
ORCL
ORACLE CORP
-$12.9M
270,721
+16%
增持
SCHB
SCHWAB STRATEGIC TR
+$12.8M
573,300
+541%
建仓
EMEQ
NOMURA ETF TR
+$12.7M
316,469
增持
CTA
SIMPLIFY EXCHANGE TRADED
+$12.6M
472,825
+4691%
增持
IYF
ISHARES TR
+$12.2M
99,673
+1896%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$11.8M
263,064
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$11.7M
270,961
增持
VWO
VANGUARD INTL EQUITY INDEX
+$11.6M
975,588
+30%
增持
AMAT
APPLIED MATLS INC
+$11.5M
156,043
+12%
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$11.3M
85,978
增持
—
CHUBB LIMITED
+$11.2M
188,417
+12%
增持
AVDE
AMERICAN CENTY ETF TR
+$11.2M
558,992
+27%
减持
IWB
ISHARES TR
-$11.1M
47,821
-40%
增持
TCHP
T ROWE PRICE ETF INC
+$10.9M
236,866
+1127%
增持
IVE
ISHARES TR
+$10.8M
183,701
+34%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$10.8M
50,662
+398%
建仓
UL
UNILEVER PLC
+$10.6M
162,586
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$10.5M
644,201
+102%
增持
AXP
AMERICAN EXPRESS CO
+$10.5M
83,647
+36%
增持
GE
GE AEROSPACE
+$10.5M
146,443
+18%
增持
NEE
NEXTERA ENERGY INC
+$10.2M
832,057
+11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG
+$10.2M
126,095
+25%
增持
VTV
VANGUARD INDEX FDS
+$9.7M
466,133
+10%
增持
GILD
GILEAD SCIENCES INC
+$9.7M
352,784
+16%
增持
GLD
SPDR GOLD TR
+$9.3M
136,072
+8%
增持
MCD
MCDONALDS CORP
+$9.2M
301,098
+11%
增持
ITOT
ISHARES TR
+$9.2M
359,434
+18%
清仓
—
UNILEVER PLC
-$9.1M
0
-100%
建仓
—
TOTALENERGIES SE
+$9.0M
137,629
增持
PNC
PNC FINL SVCS GROUP INC
+$8.8M
318,508
+11%
增持
GEV
GE VERNOVA INC
+$8.7M
24,167
+77%
增持
TJX
TJX COS INC NEW
+$8.6M
349,137
+12%
增持
MS
MORGAN STANLEY
+$8.5M
146,691
+32%
增持
DYNF
BLACKROCK ETF TRUST
+$8.5M
569,745
+29%
增持
VO
VANGUARD INDEX FDS
+$8.4M
253,708
+14%
增持
JAAA
JANUS DETROIT STR TR
+$8.4M
1,130,682
+18%
增持
EFA
ISHARES TR
+$8.3M
268,672
+44%
建仓
LNC
LINCOLN NATL CORP IND
+$8.3M
186,704
增持
C
CITIGROUP INC
+$8.3M
200,505
+35%
增持
SPDW
SPDR INDEX SHS FDS
+$8.2M
251,063
+269%
增持
VB
VANGUARD INDEX FDS
+$8.2M
148,238
+25%
增持
EVIM
MORGAN STANLEY ETF TRUST
+$8.1M
1,272,793
+12%
增持
CGDG
CAPITAL GROUP DIVIDEND
+$8.1M
525,821
+73%
清仓
—
TOTALENERGIES SE
-$7.8M
0
-100%
增持
META
META PLATFORMS INC
+$7.8M
258,906
+17%
增持
RTX
RTX CORPORATION
+$7.8M
246,311
+10%
增持
IWF
ISHARES TR
+$7.8M
56,125
+37%
增持
BINC
BLACKROCK ETF TRUST II
+$7.6M
302,274
+94%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$7.6M
334,860
+44%
增持
IEMG
ISHARES INC
+$7.6M
913,852
+12%
增持
CGGO
CAPITAL GROUP GBL GROWTH
+$7.5M
1,589,634
+15%
增持
XLK
SELECT SECTOR SPDR TR
+$7.5M
406,800
+124%
增持
AVLV
AMERICAN CENTY ETF TR
+$7.4M
842,326
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.4M
111,344
+9%
增持
APUE
TRUST FOR PROFESSIONAL
+$7.4M
400,563
+76%
增持
—
ACCENTURE PLC IRELAND
+$7.3M
211,355
+5%
增持
CME
CME GROUP INC
+$7.3M
91,334
+40%
增持
MA
MASTERCARD INCORPORATED
+$7.2M
78,994
+10%
增持
IJR
ISHARES TR
+$7.1M
807,702
+7%
增持
HD
HOME DEPOT INC
+$7.0M
242,882
+23%
增持
CGCB
CAPITAL GRP FIXED INCM ETF
+$6.9M
631,505
+71%
增持
QCOM
QUALCOMM INC
+$6.7M
280,598
+13%
建仓
GRNJ
TIDAL TRUST III
+$6.6M
264,448
增持
CGCV
CAPITAL GROUP CONSERVATIVE
+$6.5M
214,096
+1397%
减持
CMCSA
COMCAST CORP NEW
-$6.4M
376,658
-32%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.3M
280,357
+1257%
增持
LRCX
LAM RESEARCH CORP
+$6.3M
117,395
+15%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.1M
29,675
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.1M
142,731
+70%
增持
BIV
VANGUARD BD INDEX FDS
+$5.9M
413,795
+23%
增持
JSMD
JANUS DETROIT STR TR
+$5.9M
169,645
+84%
增持
PLD
PROLOGIS INC.
+$5.9M
161,439
+26%
增持
MPLX
MPLX LP
+$5.9M
216,960
+89%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$5.9M
453,288
+50%
增持
CGMS
CAPITAL GRP FIXED INCM ETF
+$5.8M
479,902
+78%
增持
MSI
MOTOROLA SOLUTIONS INC
+$5.6M
24,530
+199%
增持
FDVV
FIDELITY COVINGTON TRUST
+$5.6M
147,206
+162%
增持
PEP
PEPSICO INC
+$5.6M
437,511
+7%
增持
FTEC
FIDELITY COVINGTON TRUST
+$5.5M
25,756
+1695%
增持
COST
COSTCO WHSL CORP NEW
+$5.4M
113,002
+14%
增持
—
MEDTRONIC PLC
+$5.4M
449,087
+13%
增持
PM
PHILIP MORRIS INTL INC
+$5.3M
178,244
+24%
增持
CGSD
CAPITAL GRP FIXED INCM ETF
+$5.3M
294,251
+229%
建仓
FSK
FS KKR CAP CORP
+$5.2M
354,707
建仓
GSEW
GOLDMAN SACHS ETF TR
+$5.2M
61,609
增持
AVIG
AMERICAN CENTY ETF TR
+$5.1M
221,126
+126%
增持
SPYV
SPDR SERIES TRUST
+$5.0M
172,323
+100%
减持
BAC
BANK AMERICA CORP
+$5.0M
656,369
-7%
增持
KO
COCA COLA CO
+$5.0M
449,078
+13%
减持
SGOV
ISHARES TR
-$4.9M
74,233
-38%
