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Equitable Holdings, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Equitable Holdings, Inc.
报告期 2026-03-31 · CIK 0001333986
持仓数
1,689
前50大市值合计
$7.37B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 128
减持 21
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$45.8M
586,946
+6%
增持
IVV
ISHARES TR
+$44.4M
645,448
+3%
增持
AAPL
APPLE INC
+$42.9M
755,750
+4%
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
VUG
VANGUARD INDEX FDS
+$42.4M
865,136
+2%
减持
SPYG
SPDR SERIES TRUST
+$37.7M
5,242,970
-2%
增持
NVDA
NVIDIA CORPORATION
+$33.4M
1,027,730
+3%
增持
VTV
VANGUARD INDEX FDS
+$30.4M
1,230,206
+9%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$24.5M
2,919,522
-3%
增持
VOO
VANGUARD INDEX FDS
+$22.8M
283,600
+7%
减持
XLK
SELECT SECTOR SPDR TR
+$22.3M
926,383
-2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$20.9M
1,260,330
+24%
增持
GOOGL
ALPHABET INC
+$20.7M
273,867
+5%
增持
GOOG
ALPHABET INC
+$19.9M
277,194
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$19.2M
276,747
+4%
增持
TSLA
TESLA INC
+$18.1M
134,528
+2%
减持
VGT
VANGUARD WORLD FD
+$17.6M
305,694
-4%
增持
DYNF
BLACKROCK ETF TRUST
+$17.3M
1,604,410
+12%
减持
IWF
ISHARES TR
-$15.8M
114,518
-30%
增持
VTI
VANGUARD INDEX FDS
+$15.5M
380,876
+6%
减持
IGM
ISHARES TR
+$15.3M
1,663,610
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$14.8M
1,186,510
+16%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$14.7M
436,917
+29%
减持
SPYV
SPDR SERIES TRUST
+$14.2M
4,871,550
-0%
增持
GLDM
WORLD GOLD TR
+$14.1M
735,355
+14%
增持
GLD
SPDR GOLD TR
+$13.6M
171,243
+10%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$12.8M
816,767
+50%
增持
MSFT
MICROSOFT CORP
+$12.0M
250,603
+6%
增持
AMZN
AMAZON COM INC
+$11.3M
591,181
+9%
增持
IEFA
ISHARES TR
+$10.9M
1,402,394
+5%
增持
IAU
ISHARES GOLD TR
+$10.7M
689,833
+9%
增持
VB
VANGUARD INDEX FDS
+$10.7M
371,216
+5%
增持
SPTS
SPDR SERIES TRUST
+$10.7M
653,759
+125%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$10.2M
291,295
+7%
减持
ILCV
ISHARES TR
-$9.8M
728,634
-19%
增持
FMDE
FIDELITY COVINGTON TRUST
+$9.8M
314,362
+604%
增持
VV
VANGUARD INDEX FDS
+$9.8M
335,674
+2%
增持
VO
VANGUARD INDEX FDS
+$9.1M
337,172
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$9.0M
226,875
+35%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.8M
620,954
+5%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$8.8M
104,194
+13%
增持
SPEM
SPDR INDEX SHS FDS
+$8.5M
1,080,240
+10%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$8.3M
996,581
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$8.3M
2,364,463
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$8.3M
1,543,250
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.2M
191,370
+6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$8.2M
606,189
+34%
减持
ILCG
ISHARES TR
+$8.1M
2,337,317
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$8.0M
155,472
+4%
增持
BAI
BLACKROCK ETF TRUST
+$8.0M
338,434
+172%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.9M
288,689
+9%
增持
ITA
ISHARES TR
+$7.9M
71,535
+92%
增持
IJR
ISHARES TR
+$7.8M
528,460
+5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$7.8M
276,445
+405%
增持
OEF
ISHARES TR
+$7.7M
51,238
+67%
增持
SPYM
SPDR SERIES TRUST
+$7.5M
535,348
+13%
增持
IWD
ISHARES TR
+$7.2M
352,081
+6%
增持
VBR
VANGUARD INDEX FDS
+$7.2M
210,170
+12%
增持
AVGO
BROADCOM INC
+$7.0M
103,481
+5%
增持
SPSM
SPDR SERIES TRUST
+$6.9M
940,625
+9%
增持
IEMG
ISHARES INC
+$6.8M
529,908
+13%
增持
ITOT
ISHARES TR
+$6.8M
222,121
+17%
增持
IVW
ISHARES TR
+$6.8M
216,582
+23%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.6M
329,913
+7%
增持
IJJ
ISHARES TR
+$6.6M
78,062
+170%
增持
SMH
VANECK ETF TRUST
+$6.5M
62,203
+26%
减持
DNL
WISDOMTREE TR
-$6.5M
11,415
-93%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$6.4M
103,225
+52%
增持
DGRW
WISDOMTREE TR
+$6.3M
785,267
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$6.2M
205,734
+2%
增持
IUSG
ISHARES TR
+$6.1M
267,146
+6%
减持
IAGG
ISHARES TR
-$6.1M
272,192
-31%
增持
VXUS
VANGUARD STAR FDS
+$6.1M
686,324
+7%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$6.0M
562,832
+18%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$6.0M
489,969
+18%
增持
VFVA
VANGUARD WELLINGTON FD
+$5.9M
164,670
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.7M
934,652
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.5M
954,554
+15%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$5.5M
332,868
+27%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.4M
862,843
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$5.3M
139,608
+27%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.3M
690,747
+9%
增持
ORCL
ORACLE CORP
+$5.1M
52,137
+20%
增持
IYW
ISHARES TR
+$5.0M
146,609
+7%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.0M
526,329
+17%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$5.0M
168,459
+21%
增持
DGRO
ISHARES TR
+$4.9M
461,792
+11%
增持
IQLT
ISHARES TR
+$4.9M
1,102,660
+9%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.8M
573,382
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$4.7M
651,912
+12%
增持
IJH
ISHARES TR
+$4.7M
1,253,915
+1%
减持
GSUS
GOLDMAN SACHS ETF TR
-$4.7M
4,090
-93%
增持
CVS
CVS HEALTH CORP
+$4.5M
79,893
+272%
减持
COWZ
PACER FDS TR
-$4.4M
608,361
-15%
增持
IWB
ISHARES TR
+$4.4M
145,981
+1%
增持
TLH
ISHARES TR
+$4.4M
163,224
+34%
减持
QUAL
ISHARES TR
+$4.4M
470,753
-1%
增持
IWM
ISHARES TR
+$4.3M
119,244
+5%
增持
LQD
ISHARES TR
+$4.3M
270,991
+15%
增持
FELG
FIDELITY COVINGTON TRUST
+$4.2M
956,887
+1%
增持
GEV
GE VERNOVA INC
+$4.1M
26,634
+15%
增持
IJK
ISHARES TR
+$4.1M
183,508
+23%
增持
SLV
ISHARES SILVER TR
+$4.0M
245,421
+26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.9M
418,287
+13%
增持
BINC
BLACKROCK ETF TRUST II
+$3.8M
743,909
+10%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$3.7M
583,317
-9%
增持
META
META PLATFORMS INC
+$3.7M
98,406
+6%
增持
LVHI
LEGG MASON ETF INVT
+$3.7M
525,782
+17%
建仓
—
FORD MTR CO
+$3.6M
36,000
增持
—
ASML HOLDING N V
+$3.5M
17,708
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.5M
27,757
+6%
增持
ABBV
ABBVIE INC
+$3.4M
65,006
+4%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$3.4M
490,150
+46%
增持
RTX
RTX CORPORATION
+$3.4M
87,285
+13%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$3.3M
140,122
+15%
增持
EMGF
ISHARES INC
+$3.3M
240,024
+22%
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.3M
492,196
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.3M
564,239
+19%
增持
SPTM
SPDR SERIES TRUST
+$3.3M
380,524
+4%
增持
BX
BLACKSTONE INC
+$3.2M
92,643
+10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.2M
167,612
+34%
增持
IAI
ISHARES TR
+$3.2M
23,330
+335%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$3.2M
110,762
+59%
增持
GPIX
GOLDMAN SACHS ETF TR
+$3.2M
215,804
+33%
增持
SHOP
SHOPIFY INC
+$3.2M
88,173
+3%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
77,512
+6%
增持
EFA
ISHARES TR
+$3.1M
471,215
+3%
增持
BABA
ALIBABA GROUP HLDG LTD
+$3.1M
46,099
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$3.0M
115,124
+18%
增持
BIL
SPDR SERIES TRUST
+$2.9M
389,573
+9%
增持
JAAA
JANUS DETROIT STR TR
+$2.9M
462,318
+14%
增持
GE
GE AEROSPACE
+$2.9M
34,249
+19%
增持
AMJB
JPMORGAN CHASE FINL CO LLC
+$2.9M
1,076,650
+13%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$2.9M
156,727
+12%
增持
SLYG
SPDR SERIES TRUST
+$2.9M
320,243
+4%
减持
DBEF
DBX ETF TR
-$2.9M
130,992
-36%
增持
IDU
ISHARES TR
+$2.8M
38,852
+178%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.8M
102,662
+6%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.8M
312,111
+3%
增持
IWP
ISHARES TR
+$2.8M
515,677
+1%
增持
MUB
ISHARES TR
+$2.8M
424,529
+5%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.8M
1,087,020
-0%
减持
IVE
ISHARES TR
+$2.7M
253,692
-0%
减持
SLYV
SPDR SERIES TRUST
+$2.7M
324,530
-1%
增持
IOO
ISHARES TR
+$2.7M
128,100
+9%
减持
XLE
SELECT SECTOR SPDR TR
-$2.6M
123,237
-23%
增持
SPEU
SPDR INDEX SHS FDS
+$2.6M
151,148
+49%
增持
WMT
WALMART INC
+$2.6M
225,200
+7%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$2.5M
410,617
+16%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.5M
205,571
+19%
增持
XLU
SELECT SECTOR SPDR TR
+$2.5M
249,360
+6%