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CARY STREET PARTNERS FINANCIAL LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CARY STREET PARTNERS FINANCIAL LLC
报告期 2026-03-31 · CIK 0001475045
持仓数
985
前50大市值合计
$2.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 70
减持 71
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
-$19.8M
207,186
+4%
增持
VO
VANGUARD MID-CAP ETF
+$13.2M
106,434
+78%
减持
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
-$9.4M
12,310
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。
-96%
增持
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
+$9.4M
257,962
+332%
清仓
VEEV
VEEVA SYS INC CL A COM
-$8.6M
0
-100%
增持
BWXT
BWX TECHNOLOGIES INC COM
+$8.3M
57,096
+194%
减持
INTU
INTUIT COM
-$7.5M
13,868
-32%
减持
GOOG
ALPHABET INC CAP STK CL C
-$7.3M
233,842
-1%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$7.3M
526,133
+17%
增持
—
EATON CORP PLC SHS
+$7.2M
46,748
+57%
减持
ADBE
ADOBE INC COM
-$7.2M
32,609
-25%
增持
AAPL
APPLE INC COM
-$7.2M
472,162
+1%
增持
VUG
VANGUARD GROWTH ETF
-$6.5M
240,589
+4%
增持
—
EXXON MOBIL CORP COM
+$6.5M
130,031
+1%
增持
VTV
VANGUARD VALUE ETF
+$5.7M
659,387
+2%
减持
LLY
ELI LILLY & CO COM
-$5.3M
27,573
-3%
减持
JNJ
JOHNSON & JOHNSON COM
+$5.0M
138,667
-1%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$5.0M
731,227
+6%
减持
PYPL
PAYPAL HLDGS INC COM
-$4.7M
4,004
-95%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$4.6M
21,607
+9546%
建仓
ROP
ROPER TECHNOLOGIES INC COM
+$4.5M
12,707
增持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
+$4.5M
684,435
+15%
减持
WMB
WILLIAMS COS INC COM
+$4.5M
353,873
-0%
增持
PWR
QUANTA SVCS INC COM
+$4.5M
34,446
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$4.3M
156,305
-1%
减持
CVX
CHEVRON CORPORATION COM
+$4.3M
82,679
-1%
增持
QCOM
QUALCOMM INC COM
-$4.3M
101,135
+0%
增持
HD
HOME DEPOT INC COM
+$4.2M
73,805
+27%
增持
AMZN
AMAZON COM INC COM
-$4.0M
226,418
+2%
清仓
—
CYBERARK SOFTWARE LTD SHS
-$3.9M
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
-$3.8M
105,196
-2%
增持
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$3.8M
87,501
+89%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$3.7M
110,931
-40%
增持
CAT
CATERPILLAR INC COM
+$3.6M
21,382
+6%
增持
AMLP
Alerian MLP ETF
+$3.4M
294,319
+14%
增持
JAAA
Janus Henderson AAA CLO ETF
+$3.1M
189,334
+50%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$3.0M
597,767
-5%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY ETF
+$3.0M
193,663
+112%
增持
V
VISA INC COM CL A
-$3.0M
67,248
+1%
减持
FDX
FEDEX CORP COM
+$3.0M
51,057
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$3.0M
32,283
-1%
增持
DVN
DEVON ENERGY CORP NEW COM
+$3.0M
204,421
+2%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$2.9M
22,155
-0%
减持
—
ASML HLDG NV N Y REGISTRY SHS
+$2.8M
11,603
-1%
增持
PWV
INVESCO LARGE CAP VALUE ETF
+$2.8M
70,108
+122%
减持
SNPS
SYNOPSYS INC COM
-$2.7M
935
-86%
增持
JPIE
JPMORGAN INCOME ETF
+$2.7M
1,127,724
+6%
减持
ZTS
ZOETIS INC CL A
-$2.7M
65,724
-21%
减持
KJUL
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY
-$2.7M
20,619
-80%
减持
COIN
COINBASE GLOBAL INC COM CL A
-$2.6M
5,967
-63%
减持
URI
UNITED RENTALS INC COM
-$2.6M
26,222
-2%
增持
JSCP
JPMORGAN SHORT DURATION CORE PLUS ETF
+$2.6M
109,680
+101%
增持
NVDA
NVIDIA CORPORATION COM
+$2.4M
238,240
+14%
减持
MRK
MERCK & CO INC COM
+$2.4M
201,187
-3%
增持
WIP
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
+$2.4M
197,835
+44%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
-$2.4M
61,239
+5%
减持
PFE
PFIZER INC COM
-$2.4M
139,624
-45%
减持
IVV
ISHARES CORE S&P 500 ETF
-$2.3M
40,573
-3%
建仓
MHD
BLACKROCK MUNIHOLDINGS FD INC COM
+$2.3M
202,218
增持
AXP
AMERICAN EXPRESS CO COM
-$2.2M
39,625
+3%
增持
AKRE
AKRE FOCUS ETF
-$2.2M
178,622
+0%
减持
OWL
BLUE OWL CAPITAL INC COM CL A
-$2.2M
74,135
-61%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$2.1M
975,186
+5%
增持
BA
BOEING CO COM
+$2.1M
46,902
+41%
减持
USFR
WisdomTree Floating Rate Treasury Fund
-$2.1M
271,698
-13%
增持
FLXR
TCW FLEXIBLE INCOME ETF
+$2.1M
1,536,935
+4%
增持
CAG
CONAGRA BRANDS INC COM
+$2.1M
225,570
+161%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.0M
81,797
-0%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$2.0M
70,759
+605%
减持
COWZ
PACER US CASH COWS 100 ETF
-$2.0M
108,369
-26%
增持
TACK
Fairlead Tactical Sector ETF
+$2.0M
2,455,932
+1%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$2.0M
443,672
-1%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$1.9M
2,337
-51%
减持
NDAQ
NASDAQ INC COM
-$1.9M
155,145
-0%
清仓
—
BLACKROCK MUNI INCOME TR II COM
-$1.9M
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$1.8M
20,798
+116%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$1.8M
95,607
+30%
建仓
SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
+$1.8M
24,299
减持
CRM
SALESFORCE INC COM
-$1.8M
21,809
-2%
减持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-$1.8M
222,792
-8%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.8M
42,586
+1%
减持
PSX
PHILLIPS 66 COM
+$1.8M
34,298
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.8M
21,044
-5%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$1.8M
168,224
+2%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$1.7M
47,287
+3%
增持
HON
HONEYWELL INTL INC COM
+$1.7M
51,348
+1%
增持
META
META PLATFORMS INC CL A
-$1.7M
23,231
+2%
增持
CTVA
CORTEVA INC COM
+$1.6M
92,712
+2%
减持
ABBV
ABBVIE INC COM
-$1.6M
128,913
-1%
减持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-$1.6M
144,979
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$1.6M
28,065
-1%
减持
AVAV
AEROVIRONMENT INC COM
-$1.6M
3,544
-62%
清仓
LDOS
LEIDOS HOLDINGS INC COM
-$1.6M
0
-100%
减持
GLW
CORNING INC COM
-$1.6M
64,888
-45%
建仓
GSY
INVESCO ULTRA SHORT DURATION ETF
+$1.6M
31,540
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$1.6M
184,379
+1%
增持
TXN
TEXAS INSTRS INC COM
+$1.6M
75,226
+0%
增持
HGER
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
+$1.5M
89,765
+80%
增持
QBUF
INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY
+$1.5M
102,612
+107%
增持
CSL
CARLISLE COS INC COM
+$1.5M
13,029
+47%
减持
CGUS
CAPITAL GROUP CORE EQUITY ETF
-$1.5M
224,826
-11%
增持
DAR
DARLING INGREDIENTS INC COM
+$1.5M
37,078
+66%
增持
DASH
DOORDASH INC CL A
-$1.5M
19,862
+1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$1.4M
560,496
-3%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$1.4M
25,527
-3%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.4M
8,850
+8%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.4M
127,245
+1%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.3M
108,162
+7%
减持
B
BARRICK MNG CORP COM SHS
-$1.3M
97,994
-20%
减持
BKR
BAKER HUGHES COMPANY CL A
+$1.3M
86,416
-0%
减持
ZDEK
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
-$1.3M
153,791
-25%
减持
DOCU
DOCUSIGN INC COM
-$1.3M
60,059
-1%
减持
ABT
ABBOTT LABORATORIES COM
-$1.3M
47,923
-4%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$1.3M
89,176
-2%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.3M
28,886
+130%
减持
KMI
KINDER MORGAN INC DEL COM
+$1.3M
255,266
-4%
减持
XLK
Technology Select Sector SPDR Fund
-$1.2M
79,636
-3%
减持
CME
CME GROUP INC COM
+$1.2M
56,301
-0%
减持
MLI
MUELLER INDS INC COM
-$1.2M
165,963
-3%
增持
BP
BP PLC SPONSORED ADR
+$1.2M
85,078
+5%
减持
CBOE
CBOE GLOBAL MKTS INC COM
+$1.2M
59,151
-4%
减持
BAC
BANK OF AMER CORP COM
-$1.1M
137,755
-4%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD COM
+$1.1M
118,480
+111%
增持
MELI
MERCADOLIBRE INC COM
-$1.1M
4,244
+1%
减持
SLB
SLB LIMITED COM STK
+$1.1M
111,453
-8%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.1M
156,719
+2%
减持
IYW
iShares U.S. Technology ETF
-$1.1M
36,797
-5%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.1M
292,190
+8%
增持
PEP
PEPSICO INC COM
+$1.0M
70,824
+2%
减持
UBER
UBER TECHNOLOGIES INC COM
-$1.0M
46,647
-13%
增持
GPIX
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
+$1.0M
63,201
+54%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$988.4K
9,457
+90%
减持
TFC
TRUIST FINL CORP COM
-$984.1K
74,961
-17%
减持
QCJA
FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY
-$983.4K
22,304
-66%
清仓
—
ROYALTY PHARMA PLC SHS CLASS A
-$943.0K
0
-100%
增持
WINN
HARBOR LONG-TERM GROWERS ETF
+$941.8K
140,598
+48%
减持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
-$933.3K
32,715
-30%
减持
HAL
HALLIBURTON CO COM
+$917.8K
90,175
-2%
减持
PGX
INVESCO PREFERRED ETF
-$910.6K
1,017,472
-5%
增持
AMGN
AMGEN INC COM
+$903.9K
16,967
+10%
减持
BX
BLACKSTONE INC COM
-$902.6K
20,990
-2%
减持
MS
MORGAN STANLEY COM NEW
-$900.1K
34,993
-7%
减持
RTX
RTX CORPORATION COM
+$896.7K
154,827
-2%
增持
TSN
TYSON FOODS INC CL A
+$894.2K
63,013
+18%
减持
DE
DEERE & CO COM
+$877.7K
10,081
-2%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$874.2K
320,543
-2%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$860.7K
106,626
+12%
减持
NEM
NEWMONT CORP COM
-$842.2K
52,099
-20%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$835.8K
694,247
+7%
减持
LOW
LOWES COS INC COM
-$833.6K
39,337
-6%
