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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 90 项
增持 2
减持 83
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$1.1M
4,013,228
-1%
减持
MPC
MARATHON PETE CORP
-$970.3K
278,358
-2%
减持
IJJ
ISHARES TR
-$693.3K
419,405
-1%
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。
减持
GLD
SPDR GOLD TR
-$650.7K
2,679
-50%
减持
AAPL
APPLE INC
-$559.7K
309,098
-1%
减持
SRE
SEMPRA
-$525.9K
325,237
-2%
减持
META
META PLATFORMS INC
-$515.8K
61,215
-1%
减持
PM
PHILIP MORRIS INTL INC
-$500.7K
274,094
-1%
减持
ALL
ALLSTATE CORP
-$490.6K
185,223
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$484.0K
91,269
-2%
减持
CVX
CHEVRON CORP NEW
-$479.2K
205,969
-2%
减持
MSFT
MICROSOFT CORP
-$471.6K
114,584
-1%
减持
—
EXXON MOBIL CORP
-$471.6K
271,644
-1%
减持
NVS
NOVARTIS AG
-$469.5K
246,796
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$468.5K
814,231
-1%
减持
IJS
ISHARES TR
-$449.2K
309,922
-1%
减持
AMGN
AMGEN INC
-$442.4K
90,423
-1%
减持
SO
SOUTHERN CO
-$438.4K
337,109
-1%
减持
AEM
AGNICO EAGLE MINES LTD
-$435.1K
369,253
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$406.0K
297,580
-1%
减持
GOOGL
ALPHABET INC
-$401.4K
217,315
-1%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$392.6K
0
-100%
减持
KO
COCA COLA CO
-$391.6K
319,082
-2%
减持
D
DOMINION ENERGY INC
-$383.4K
532,865
-1%
减持
TRV
TRAVELERS COMPANIES INC
-$380.0K
108,908
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$378.3K
233,015
-1%
减持
GD
GENERAL DYNAMICS CORP
-$328.2K
71,752
-1%
减持
HD
HOME DEPOT INC
-$324.2K
27,150
-3%
减持
WMT
WALMART INC
-$322.5K
344,142
-1%
减持
—
ARISTA NETWORKS INC
-$320.9K
62,408
-1%
减持
EME
EMCOR GROUP INC
-$305.2K
56,732
-1%
减持
MO
ALTRIA GROUP INC
-$304.5K
338,565
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$303.4K
37,438
-1%
减持
QCOM
QUALCOMM INC
-$301.2K
151,838
-1%
减持
V
VISA INC
-$298.3K
80,256
-1%
减持
TSCO
TRACTOR SUPPLY CO
-$286.0K
66,156
-1%
减持
—
AMCOR PLC
-$280.4K
1,681,983
-1%
清仓
ABCB
AMERIS BANCORP
-$276.8K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$272.8K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$263.9K
17,817
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$253.9K
233,591
-1%
清仓
BAC
BANK AMERICA CORP
-$243.8K
0
-100%
减持
PSX
PHILLIPS 66
-$241.5K
10,549
-15%
减持
AMZN
AMAZON COM INC
-$231.6K
114,156
-1%
减持
MRK
MERCK & CO INC
-$220.8K
163,175
-1%
减持
CMCSA
COMCAST CORP NEW
-$214.8K
440,228
-1%
清仓
TSLA
TESLA INC
-$214.8K
0
-100%
减持
CRM
SALESFORCE INC
-$210.8K
61,037
-1%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$208.8K
201,091
-1%
减持
EVRG
EVERGY INC
-$208.5K
362,319
-1%
减持
EMR
EMERSON ELEC CO
-$203.8K
163,690
-1%
减持
GILD
GILEAD SCIENCES INC
-$197.4K
192,193
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$187.7K
199,765
-1%
减持
—
BARRICK GOLD CORP
-$187.0K
1,283,260
-1%
减持
PEP
PEPSICO INC
-$186.0K
117,275
-1%
减持
MCD
MCDONALDS CORP
-$164.1K
45,821
-1%
减持
ADI
ANALOG DEVICES INC
-$162.0K
53,452
-1%
减持
TFC
TRUIST FINL CORP
-$153.1K
501,566
-1%
减持
BTI
BRITISH AMERN TOB PLC
-$145.8K
368,086
-1%
减持
HAS
HASBRO INC
-$139.6K
249,222
-1%
减持
ADBE
ADOBE INC
-$133.6K
23,746
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$126.6K
115,939
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$119.5K
24,216
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$116.1K
283,125
-1%
减持
GGG
GRACO INC
-$115.7K
104,964
-1%
减持
PYPL
PAYPAL HLDGS INC
-$106.0K
179,531
-1%
减持
ETR
ENTERGY CORP NEW
-$105.3K
109,566
-1%
减持
GSK
GSK PLC
-$99.8K
16,407
-13%
减持
COST
COSTCO WHSL CORP NEW
-$88.7K
1,496
-6%
减持
GPC
GENUINE PARTS CO
-$83.8K
4,328
-12%
减持
—
ASML HOLDING N V
-$77.5K
11,409
-1%
减持
EOG
EOG RES INC
-$67.2K
73,124
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$59.3K
41,852
-2%
减持
ITW
ILLINOIS TOOL WKS INC
-$44.6K
15,049
-1%
减持
—
AMDOCS LTD
-$40.9K
75,716
-1%
减持
ABNB
AIRBNB INC
-$39.4K
34,177
-1%
减持
QUAL
ISHARES TR
-$38.2K
90,398
-0%
减持
HSY
HERSHEY CO
-$32.8K
25,389
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$32.1K
19,403
-2%
减持
DVY
ISHARES TR
-$29.4K
97,033
-0%
减持
SCHV
SCHWAB STRATEGIC TR
-$25.3K
18,306
-2%
减持
VUG
VANGUARD INDEX FDS
-$23.0K
22,658
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.0K
3,497
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$20.4K
64,105
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$14.9K
34,531
-0%
减持
ABBV
ABBVIE INC
-$12.0K
1,234
-5%
减持
PG
PROCTER AND GAMBLE CO
-$3.8K
4,066
-1%
减持
GOOG
ALPHABET INC
-$2.7K
7,076
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$573
3,486
+0%
增持
DIS
DISNEY WALT CO
+$96
5,542
+0%
