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CALAMOS WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CALAMOS WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001455258
持仓数
546
前50大市值合计
$2.17B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 53
减持 55
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
IVE
ISHARES TR
+$73.9M
472,801
+778%
增持
IJR
ISHARES TR
+$38.4M
361,222
+4436%
增持
AAPL
APPLE INC
+$16.0M
616,500
+3%
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
MSFT
MICROSOFT CORP
+$12.5M
199,406
+1%
增持
MUB
ISHARES TR
+$12.4M
131,880
+624%
增持
MS
MORGAN STANLEY
+$11.9M
136,655
+1214%
增持
IVV
ISHARES TR
+$11.7M
233,501
+0%
增持
SO
SOUTHERN CO
+$10.8M
181,376
+507%
增持
IGIB
ISHARES TR
+$10.7M
246,460
+457%
减持
DUK
DUKE ENERGY CORP NEW
-$10.2M
2,883
-98%
增持
IVW
ISHARES TR
+$9.9M
934,958
+6%
增持
SPGI
S&P GLOBAL INC
+$9.9M
23,142
+2844%
减持
BAC
BANK AMERICA CORP
-$9.6M
39,949
-90%
增持
DHR
DANAHER CORPORATION
+$9.1M
40,829
+2876%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.4M
1,691
-91%
减持
—
APTIV PLC
-$7.5M
3,873
-95%
建仓
DAL
DELTA AIR LINES INC DEL
+$7.2M
179,649
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$7.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$7.0M
276,168
+0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$6.3M
508,096
+13%
减持
PLD
PROLOGIS INC.
-$6.2M
2,170
-96%
清仓
DLTR
DOLLAR TREE INC
-$5.9M
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$5.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
77,244
+1%
增持
IWV
ISHARES TR
+$4.9M
156,897
+1%
增持
NFLX
NETFLIX INC
+$4.8M
22,969
+37%
减持
AGG
ISHARES TR
-$4.7M
147,791
-28%
增持
BA
BOEING CO
+$4.4M
56,113
+5%
增持
WFC
WELLS FARGO CO NEW
+$4.3M
249,721
+28%
减持
AVGO
BROADCOM INC
+$4.3M
15,715
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$4.0M
91,701
-1%
增持
NKE
NIKE INC
+$3.7M
94,932
+36%
增持
ACWX
ISHARES TR
+$3.6M
708,629
+2%
清仓
—
TRANE TECHNOLOGIES PLC
-$3.6M
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$3.4M
130,000
-24%
增持
GOOGL
ALPHABET INC
+$3.3M
348,022
+0%
减持
UBER
UBER TECHNOLOGIES INC
+$3.0M
203,448
-1%
增持
ADI
ANALOG DEVICES INC
+$3.0M
43,511
+36%
增持
HON
HONEYWELL INTL INC
+$2.9M
59,328
+15%
增持
OXY
OCCIDENTAL PETE CORP
+$2.6M
140,020
+58%
减持
NOW
SERVICENOW INC
+$2.5M
17,149
-1%
建仓
ICVT
ISHARES TR
+$2.4M
30,550
增持
STZ
CONSTELLATION BRANDS INC
+$2.4M
46,491
+32%
减持
AXP
AMERICAN EXPRESS CO
+$2.3M
61,906
-1%
减持
V
VISA INC
+$2.2M
79,659
-1%
减持
DXCM
DEXCOM INC
+$2.2M
75,818
-2%
减持
NEE
NEXTERA ENERGY INC
-$2.1M
81,826
-32%
减持
INTU
INTUIT
+$2.1M
19,800
-1%
减持
SHV
ISHARES TR
-$2.0M
58,602
-24%
减持
LULU
LULULEMON ATHLETICA INC
+$2.0M
16,140
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
30,741
+50%
增持
VEEV
VEEVA SYS INC
+$1.5M
34,174
+38%
建仓
INDA
ISHARES TR
+$1.5M
31,628
减持
ENVX
ENOVIX CORPORATION
-$1.5M
84,400
-59%
建仓
NTES
NETEASE INC
+$1.5M
16,125
建仓
SMIN
ISHARES TR
+$1.5M
21,256
清仓
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
0
-100%
减持
WM
WASTE MGMT INC DEL
+$1.4M
57,096
-1%
减持
HD
HOME DEPOT INC
+$1.4M
48,533
-5%
增持
DDOG
DATADOG INC
+$1.4M
45,353
+1%
建仓
EWY
ISHARES INC
+$1.4M
20,855
减持
CSX
CSX CORP
+$1.3M
370,598
-1%
清仓
BIDU
BAIDU INC
-$1.3M
0
-100%
减持
LLY
ELI LILLY & CO
+$1.3M
31,165
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
51,564
-5%
清仓
HDB
HDFC BANK LTD
-$1.3M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$1.3M
40,438
-7%
清仓
IR
INGERSOLL RAND INC
-$1.2M
0
-100%
减持
ZTS
ZOETIS INC
+$1.2M
55,724
-1%
减持
—
LINDE PLC
+$1.2M
33,716
-1%
增持
SHOP
SHOPIFY INC
+$1.2M
33,579
+31%
减持
TMUS
T-MOBILE US INC
+$1.2M
64,026
-1%
增持
—
ASML HOLDING N V
+$1.2M
3,594
+39%
清仓
BP
BP PLC
-$1.2M
0
-100%
减持
IQV
IQVIA HLDGS INC
+$1.2M
34,189
-0%
清仓
—
AON PLC
-$1.1M
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$1.1M
0
-100%
增持
SAP
SAP SE
+$1.0M
17,610
+35%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$994.2K
9,289
-60%
清仓
CX
CEMEX SAB DE CV
-$977.6K
0
-100%
清仓
—
ALLEGION PLC
-$960.1K
0
-100%
增持
—
CHUBB LIMITED
+$930.3K
49,007
+1%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$906.5K
44,885
+51%
清仓
NUE
NUCOR CORP
-$888.7K
0
-100%
建仓
E
ENI S P A
+$887.6K
26,097
减持
SYK
STRYKER CORPORATION
-$881.0K
867
-79%
增持
BSX
BOSTON SCIENTIFIC CORP
+$835.5K
152,262
+1%
减持
HSBC
HSBC HLDGS PLC
-$827.0K
11,046
-66%
增持
MELI
MERCADOLIBRE INC
+$814.3K
1,738
+15%
增持
STN
STANTEC INC
+$802.2K
26,591
+30%
减持
UNH
UNITEDHEALTH GROUP INC
+$800.0K
40,008
-0%
建仓
INTC
INTEL CORP
+$789.4K
15,709
减持
EFA
ISHARES TR
+$761.7K
123,591
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$743.2K
60,737
+16%
增持
—
UBER TECHNOLOGIES INC
+$734.5K
904,000
+352%
建仓
—
NUTANIX INC
+$715.4K
687,000
减持
MRK
MERCK & CO INC
+$696.7K
134,092
-1%
增持
NVO
NOVO-NORDISK A S
+$681.2K
45,573
+3%
减持
IBN
ICICI BANK LIMITED
-$663.2K
27,044
-52%
增持
—
FERRARI N V
+$656.2K
5,853
+31%
建仓
—
FABRINET
+$637.8K
3,351
减持
AMAT
APPLIED MATLS INC
+$608.9K
27,222
-1%
增持
GOOG
ALPHABET INC
+$603.0K
54,289
+2%
建仓
PDD
PDD HOLDINGS INC
+$580.1K
3,965
清仓
—
MAXEON SOLAR TECHNOLOGIES LT
-$579.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$579.2K
27,924
-3%
减持
COST
COSTCO WHSL CORP NEW
+$568.0K
7,041
-2%
减持
PFE
PFIZER INC
-$562.5K
54,510
-15%
减持
META
META PLATFORMS INC
+$558.9K
13,024
-3%
减持
—
VAIL RESORTS INC
-$527.9K
158,000
-79%
建仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
+$525.5K
7,171
建仓
—
NORTHERN OIL & GAS INC
+$473.7K
401,000
增持
—
LAM RESEARCH CORP
+$470.6K
2,739
+3%
减持
IEFA
ISHARES TR
+$443.0K
86,682
-1%
减持
—
MARRIOTT VACATIONS WORLDWIDE
-$429.6K
244,000
-67%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$421.4K
21,926
+3%
减持
—
HESS CORP
-$416.9K
39,597
-1%
增持
CWB
SPDR SER TR
+$408.2K
12,436
+72%
清仓
—
SEALED AIR CORP NEW
-$407.2K
0
-100%
清仓
—
SUNPOWER CORP
-$405.4K
0
-100%
减持
—
ASTRAZENECA PLC
-$403.0K
18,273
-24%
减持
TJX
TJX COS INC NEW
+$400.9K
104,215
-1%
增持
IJH
ISHARES TR
+$397.1K
4,334
+34%
增持
—
WAYFAIR INC
+$389.0K
612,000
+101%
减持
MDLZ
MONDELEZ INTL INC
+$379.8K
144,068
-1%
清仓
—
AES CORP
-$359.5K
0
-100%
减持
—
PACIRA BIOSCIENCES INC
-$357.6K
135,000
-75%
清仓
—
MICROCHIP TECHNOLOGY INC.
-$353.8K
0
-100%
减持
—
DISH NETWORK CORPORATION
-$348.5K
162,000
-76%
增持
VTMX
VESTA REAL ESTATE CORP
+$347.9K
41,887
+5%
减持
IGSB
ISHARES TR
-$332.6K
30,673
-20%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$328.8K
0
-100%
减持
WMT
WALMART INC
-$318.8K
94,575
-1%
减持
IWF
ISHARES TR
+$317.9K
9,780
-2%
清仓
PAYC
PAYCOM SOFTWARE INC
-$315.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$314.2K
6,421
+1%
增持
MA
MASTERCARD INCORPORATED
+$310.2K
8,987
+1%
增持
IWR
ISHARES TR
+$300.9K
27,462
+4%
增持
LI
LI AUTO INC
+$282.6K
37,494
+19%
清仓
MO
ALTRIA GROUP INC
-$279.3K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$276.7K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$276.1K
3,627
建仓
SROI
CALAMOS ETF TR
+$270.2K
10,130
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$269.4K
15,842
-15%
清仓
MUSA
MURPHY USA INC
-$265.5K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$260.5K
4,555
+2%
清仓
OTIS
OTIS WORLDWIDE CORP
-$257.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$256.7K
6,079
-1%
清仓
VUG
VANGUARD INDEX FDS
-$256.5K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$252.1K
0
-100%
