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GW HENSSLER & ASSOCIATES LTD 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GW HENSSLER & ASSOCIATES LTD
报告期 2026-03-31 · CIK 0001080369
持仓数
232
前50大市值合计
$1.53B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 93
减持 29
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
SHEL
SHELL PLC
+$42.3M
769,785
清仓
—
ROYAL DUTCH SHELL PLC
-$32.5M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.3M
2,041
-96%
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。
建仓
—
MEDTRONIC PLC
+$20.1M
180,784
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$18.7M
146,407
减持
—
CERNER CORP
-$18.4M
3,003
-99%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$11.5M
1,759,182
+18%
减持
CVX
CHEVRON CORP NEW
+$10.4M
232,267
-1%
减持
MPC
MARATHON PETE CORP
+$8.7M
409,220
-0%
增持
—
EXXON MOBIL CORP
+$7.4M
341,364
+1%
减持
KR
KROGER CO
+$6.4M
535,065
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$6.1M
59,920
+5%
增持
ALL
ALLSTATE CORP
+$6.0M
179,850
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.4M
558,041
+26%
增持
ABBV
ABBVIE INC
+$4.8M
175,951
+0%
清仓
XLC
SELECT SECTOR SPDR TR
-$4.8M
0
-100%
增持
QCOM
QUALCOMM INC
-$4.8M
159,629
+0%
增持
SRE
SEMPRA
+$4.5M
101,789
+7%
增持
PSX
PHILLIPS 66
+$4.0M
253,164
+3%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$3.9M
171,873
+0%
清仓
—
MONMOUTH REAL ESTATE INVT CO
-$3.8M
0
-100%
清仓
AIVL
WISDOMTREE TR
-$3.5M
0
-100%
增持
DVY
ISHARES TR
+$3.5M
61,918
+71%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.5M
2,440,284
+8%
增持
TRV
TRAVELERS COMPANIES INC
+$3.2M
120,254
+0%
增持
AMGN
AMGEN INC
+$3.0M
92,131
+8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$2.9M
172,826
+7%
增持
HD
HOME DEPOT INC
-$2.8M
24,276
+0%
增持
AMZN
AMAZON COM INC
+$2.6M
7,102
+15%
清仓
XLV
SELECT SECTOR SPDR TR
-$2.3M
0
-100%
增持
CMA
COMERICA INC
+$2.1M
381,305
+3%
增持
MSFT
MICROSOFT CORP
-$2.0M
133,434
+4%
增持
CAH
CARDINAL HEALTH INC
+$2.0M
265,779
+5%
增持
SO
SOUTHERN CO
+$1.9M
348,199
+2%
增持
GILD
GILEAD SCIENCES INC
-$1.8M
193,405
+6%
增持
GD
GENERAL DYNAMICS CORP
+$1.7M
46,194
+2%
增持
NVS
NOVARTIS AG
+$1.6M
226,121
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
20,332
-0%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.6M
20,416
+2%
增持
PNC
PNC FINL SVCS GROUP INC
-$1.5M
109,212
+1%
增持
META
META PLATFORMS INC
-$1.5M
50,582
+34%
增持
MRK
MERCK & CO INC
+$1.5M
189,458
+3%
增持
D
DOMINION ENERGY INC
+$1.5M
182,454
+2%
增持
MO
ALTRIA GROUP INC
+$1.4M
216,603
+4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.4M
317,395
+5%
增持
PG
PROCTER AND GAMBLE CO
-$1.3M
127,999
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$1.2M
437,636
+10%
增持
V
VISA INC
+$1.2M
83,706
+4%
增持
MMM
3M CO
-$1.1M
67,632
+7%
清仓
XLP
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.0M
232,997
+0%
增持
—
ORBITAL ENERGY GROUP INC
-$1.0M
2,903,064
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$1.0M
229,274
+2%
增持
MCD
MCDONALDS CORP
-$948.0K
48,115
+0%
减持
XLE
SELECT SECTOR SPDR TR
+$943.0K
103,007
-18%
增持
INGR
INGREDION INC
-$941.0K
147,705
+3%
增持
KO
COCA COLA CO
+$937.0K
284,069
+1%
增持
IWN
ISHARES TR
+$886.0K
451,545
+4%
减持
ITW
ILLINOIS TOOL WKS INC
-$835.0K
19,419
-2%
清仓
XLF
SELECT SECTOR SPDR TR
-$817.0K
0
-100%
减持
USMV
ISHARES TR
-$805.0K
16,378
-36%
增持
PM
PHILIP MORRIS INTL INC
+$777.0K
256,196
+5%
增持
PAVE
GLOBAL X FDS
+$776.0K
692,006
+6%
减持
CVS
CVS HEALTH CORP
-$709.0K
260,244
-1%
增持
PEP
PEPSICO INC
-$684.0K
119,853
+0%
增持
DIS
DISNEY WALT CO
-$683.0K
91,600
+7%
清仓
XLU
SELECT SECTOR SPDR TR
-$672.0K
0
-100%
增持
WMT
WALMART INC
+$660.0K
123,122
+1%
增持
—
UNILEVER PLC
-$630.0K
188,145
+10%
增持
QUAL
ISHARES TR
-$625.0K
69,174
+1%
减持
ORCL
ORACLE CORP
-$601.0K
130,812
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$572.0K
3,877
-71%
增持
HAL
HALLIBURTON CO
+$519.0K
34,458
+0%
增持
TFC
TRUIST FINL CORP
+$467.0K
598,937
+5%
增持
PSA
PUBLIC STORAGE
+$452.0K
23,759
+1%
增持
AAPL
APPLE INC
+$450.0K
364,151
+2%
增持
FITB
FIFTH THIRD BANCORP
+$420.0K
387,904
+4%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$407.0K
7,992
建仓
AEM
AGNICO EAGLE MINES LTD
+$363.0K
5,923
建仓
NVDA
NVIDIA CORPORATION
+$332.0K
1,218
增持
SNY
SANOFI
+$323.0K
148,198
+2%
建仓
—
ZIMVIE INC
+$318.0K
13,915
清仓
XLI
SELECT SECTOR SPDR TR
-$318.0K
0
-100%
清仓
—
KIRKLAND LAKE GOLD LTD
-$313.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$301.0K
53,052
+91%
清仓
XLK
SELECT SECTOR SPDR TR
-$282.0K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
-$273.0K
74,954
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$264.0K
22,897
+90%
清仓
VGT
VANGUARD WORLD FDS
-$255.0K
0
-100%
清仓
EEM
ISHARES TR
-$238.0K
0
-100%
清仓
TGT
TARGET CORP
-$234.0K
0
-100%
减持
IJH
ISHARES TR
-$232.0K
9,206
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$228.0K
36,919
+6%
增持
—
PROSHARES TR
+$227.0K
70,600
+23%
清仓
JPM
JPMORGAN CHASE & CO
-$221.0K
0
-100%
清仓
ABCB
AMERIS BANCORP
-$220.0K
0
-100%
清仓
GOVT
ISHARES TR
-$220.0K
0
-100%
减持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$219.0K
4,167
-16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$214.0K
3,692
+1%
增持
XLB
SELECT SECTOR SPDR TR
-$211.0K
118,250
+1%
建仓
HON
HONEYWELL INTL INC
+$209.0K
1,072
建仓
PECO
PHILLIPS EDISON & CO INC
+$207.0K
6,008
建仓
OGE
OGE ENERGY CORP
+$206.0K
5,054
清仓
SCHM
SCHWAB STRATEGIC TR
-$202.0K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$188.0K
5,151
-24%
减持
ABT
ABBOTT LABS
-$184.0K
5,072
-9%
增持
VUG
VANGUARD INDEX FDS
-$182.0K
14,012
+7%
增持
GOOGL
ALPHABET INC
-$176.0K
10,307
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$164.0K
3,664
-4%
增持
LTC
LTC PPTYS INC
+$157.0K
30,449
+3%
增持
—
ICON PLC
-$153.0K
2,321
+0%
增持
INTC
INTEL CORP
+$140.0K
281,584
+5%
减持
GPC
GENUINE PARTS CO
-$140.0K
8,345
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$139.0K
2,348
-22%
减持
PFE
PFIZER INC
-$128.0K
4,609
-26%
减持
NKE
NIKE INC
-$124.0K
3,612
-1%
增持
LEN
LENNAR CORP
-$122.0K
3,497
+0%
增持
SJM
SMUCKER J M CO
+$121.0K
112,747
+1%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
-$120.0K
3,320
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$119.0K
21,195
-5%
增持
—
TE CONNECTIVITY LTD
-$118.0K
3,939
+0%
减持
IEF
ISHARES TR
-$117.0K
1,936
-32%
减持
IWF
ISHARES TR
-$114.0K
1,972
-9%
增持
MAS
MASCO CORP
-$112.0K
5,843
+0%
增持
AOS
SMITH A O CORP
-$112.0K
5,131
+0%
增持
WHR
WHIRLPOOL CORP
-$111.0K
1,805
+0%
增持
MAA
MID-AMER APT CMNTYS INC
-$111.0K
5,563
+0%
增持
—
CHECK POINT SOFTWARE TECH LT
+$107.0K
4,636
+1%
减持
IVV
ISHARES TR
-$103.0K
2,356
-4%
增持
SWK
STANLEY BLACK & DECKER INC
-$101.0K
2,363
+3%
减持
NUE
NUCOR CORP
+$99.0K
3,218
-3%
增持
—
JAZZ PHARMACEUTICALS PLC
+$97.0K
3,203
+1%
增持
PHM
PULTE GROUP INC
-$95.0K
6,717
+2%
增持
—
PARAMOUNT GLOBAL
+$92.0K
12,027
+0%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$89.0K
2,572
+0%
增持
UGI
UGI CORP NEW
-$87.0K
9,072
+0%
增持
—
GENPACT LIMITED
-$87.0K
9,123
+0%
减持
JNJ
JOHNSON & JOHNSON
-$84.0K
3,107
-16%
增持
BC
BRUNSWICK CORP
-$83.0K
4,712
+2%
增持
LSTR
LANDSTAR SYS INC
-$81.0K
3,144
+1%
增持
ZUMZ
ZUMIEZ INC
-$81.0K
8,379
+0%
增持
AGCO
AGCO CORP
+$81.0K
2,477
+2%
增持
SYF
SYNCHRONY FINANCIAL
-$80.0K
6,941
+0%
增持
RVTY
PERKINELMER INC
-$80.0K
3,047
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$78.0K
21,689
+4%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$77.0K
3,866
+1%
增持
DLB
DOLBY LABORATORIES INC
-$77.0K
4,610
+0%
减持
VOO
VANGUARD INDEX FDS
-$76.0K
2,641
-2%
增持
CDW
CDW CORP
-$73.0K
2,818
+0%
减持
SCHO
SCHWAB STRATEGIC TR
-$73.0K
6,035
-18%
