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Warren Averett Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Warren Averett Asset Management, LLC
报告期 2026-03-31 · CIK 0001568787
持仓数
1,620
前50大市值合计
$6.39B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 52
增持 90
减持 5
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$101.0M
746,383
+22%
增持
VTI
VANGUARD INDEX FDS
+$50.5M
287,149
+182%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$45.5M
770,803
+38%
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
SPY
SPDR S&P 500 ETF TR
+$38.4M
117,449
+143%
增持
IWV
ISHARES TR
+$31.3M
189,493
+103%
增持
IJH
ISHARES TR
+$27.0M
479,968
+6182%
建仓
ECL
ECOLAB INC
+$26.5M
114,773
建仓
SPTM
SPDR SER TR
+$26.0M
405,557
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$25.0M
357,553
+959%
增持
SCHD
SCHWAB STRATEGIC TR
+$23.9M
390,653
+291%
增持
VUG
VANGUARD INDEX FDS
+$23.0M
591,070
+2%
增持
VUSB
VANGUARD BD INDEX FDS
+$22.6M
491,199
+1308%
增持
AAPL
APPLE INC
+$22.6M
407,993
+66%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$22.4M
350,980
+24%
增持
QQQ
INVESCO QQQ TR
+$21.2M
84,061
+113%
增持
SCHB
SCHWAB STRATEGIC TR
+$19.7M
351,599
+992%
建仓
SPYM
SPDR SER TR
+$17.6M
286,368
建仓
SPSB
SPDR SER TR
+$17.2M
576,849
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$16.7M
28
+1300%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$16.6M
328,566
增持
MSFT
MICROSOFT CORP
+$15.6M
92,314
+49%
增持
SPAB
SPDR SER TR
+$15.5M
1,489,722
+73%
增持
IWB
ISHARES TR
+$15.3M
360,850
+7%
增持
SPYV
SPDR SER TR
+$14.4M
383,365
+273%
增持
IWM
ISHARES TR
+$14.0M
118,057
+118%
增持
SPYG
SPDR SER TR
+$13.7M
337,707
+101%
建仓
SPDW
SPDR INDEX SHS FDS
+$13.3M
370,607
建仓
SCHF
SCHWAB STRATEGIC TR
+$13.0M
333,681
增持
VYM
VANGUARD WHITEHALL FDS
+$12.7M
298,674
+42%
增持
ABBV
ABBVIE INC
+$12.7M
96,554
+203%
增持
SPMD
SPDR SER TR
+$12.5M
276,440
+500%
增持
AVLV
AMERICAN CENTY ETF TR
+$12.3M
634,228
+29%
清仓
BILS
SPDR SER TR
-$12.2M
0
-100%
建仓
USTB
VICTORY PORTFOLIOS II
+$12.0M
240,221
建仓
FPE
FIRST TR EXCH TRADED FD III
+$11.6M
670,303
建仓
SCHM
SCHWAB STRATEGIC TR
+$11.6M
142,209
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.5M
140,469
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$11.4M
83,344
+1199%
增持
EFV
ISHARES TR
+$11.2M
240,310
+576%
增持
SCHG
SCHWAB STRATEGIC TR
+$11.2M
123,667
+3820%
建仓
SPIB
SPDR SER TR
+$10.9M
334,674
增持
NVDA
NVIDIA CORPORATION
+$10.7M
18,816
+48%
建仓
VDC
VANGUARD WORLD FD
+$10.3M
50,267
建仓
GDX
VANECK ETF TRUST
+$10.0M
315,867
建仓
MTUM
ISHARES TR
+$9.9M
52,945
清仓
SMIG
ETF SER SOLUTIONS
-$9.3M
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$9.2M
257,650
+365%
增持
AMZN
AMAZON COM INC
+$9.1M
103,700
+64%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$9.0M
4,393,572
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.0M
493,919
+4%
增持
IEI
ISHARES TR
+$8.9M
108,783
+249%
增持
IGSB
ISHARES TR
+$8.5M
191,563
+670%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.5M
800,150
+21%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$8.5M
201,236
增持
AVUV
AMERICAN CENTY ETF TR
+$8.4M
685,005
+10%
建仓
—
PENTAIR PLC
+$8.4M
98,734
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$8.3M
145,053
+3835%
增持
JPM
JPMORGAN CHASE & CO
+$7.9M
78,232
+71%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.8M
324,986
+44%
减持
MINT
PIMCO ETF TR
-$7.7M
220,404
-26%
建仓
SCHE
SCHWAB STRATEGIC TR
+$7.7M
303,046
建仓
SLQD
ISHARES TR
+$7.6M
155,373
增持
IWF
ISHARES TR
+$7.2M
177,582
+2%
增持
VOO
VANGUARD INDEX FDS
+$6.9M
43,225
+36%
建仓
—
NVENT ELECTRIC PLC
+$6.8M
90,189
增持
SCHO
SCHWAB STRATEGIC TR
+$6.7M
233,556
+149%
增持
ABT
ABBOTT LABS
+$6.7M
76,730
+313%
增持
LLY
ELI LILLY & CO
+$6.6M
17,500
+46%
建仓
FNDA
SCHWAB STRATEGIC TR
+$6.5M
113,996
增持
IEFA
ISHARES TR
+$6.5M
125,486
+209%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$6.3M
306,905
建仓
SCHP
SCHWAB STRATEGIC TR
+$5.5M
106,107
建仓
SPTS
SPDR SER TR
+$5.5M
190,426
建仓
SUB
ISHARES TR
+$5.4M
51,797
建仓
VNLA
JANUS DETROIT STR TR
+$5.4M
111,047
建仓
INGR
INGREDION INC
+$5.3M
45,366
建仓
ACWV
ISHARES INC
+$5.3M
50,187
增持
SCHZ
SCHWAB STRATEGIC TR
+$5.2M
190,432
+150%
增持
HD
HOME DEPOT INC
+$5.2M
47,025
+27%
建仓
SPEM
SPDR INDEX SHS FDS
+$5.2M
142,557
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$5.0M
74,836
增持
XLI
SELECT SECTOR SPDR TR
+$4.9M
41,079
+1600%
建仓
SCHV
SCHWAB STRATEGIC TR
+$4.9M
64,471
增持
—
EXXON MOBIL CORP
+$4.9M
98,715
+50%
增持
SLYV
SPDR SER TR
+$4.8M
63,003
+1288%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$4.7M
100,748
增持
MRK
MERCK & CO INC
+$4.6M
61,998
+88%
增持
—
ACCENTURE PLC IRELAND
+$4.6M
23,048
+137%
增持
ANGL
VANECK ETF TRUST
+$4.6M
168,393
+1395%
建仓
USFR
WISDOMTREE TR
+$4.5M
88,639
增持
OEF
ISHARES TR
+$4.5M
27,426
+163%
增持
XLV
SELECT SECTOR SPDR TR
+$4.4M
32,763
+997%
增持
CVX
CHEVRON CORP NEW
+$4.4M
56,824
+85%
增持
AOA
ISHARES TR
+$4.3M
133,130
+67%
建仓
—
LISTED FD TR
+$4.3M
154,271
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.2M
308,808
+45%
建仓
AGGY
WISDOMTREE TR
+$4.1M
95,467
增持
SPSM
SPDR SER TR
+$4.1M
119,078
+407%
增持
GOOG
ALPHABET INC
+$4.1M
56,458
+76%
建仓
BOND
PIMCO ETF TR
+$4.0M
43,401
建仓
VYMI
VANGUARD WHITEHALL FDS
+$4.0M
57,534
减持
VOE
VANGUARD INDEX FDS
+$4.0M
734,010
-4%
增持
KR
KROGER CO
+$3.9M
71,738
+1370%
增持
JNJ
JOHNSON & JOHNSON
+$3.8M
100,631
+30%
建仓
VXF
VANGUARD INDEX FDS
+$3.8M
21,515
增持
SCHX
SCHWAB STRATEGIC TR
+$3.8M
92,679
+163%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.8M
50,239
+173%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$3.7M
81,963
建仓
USRT
ISHARES TR
+$3.7M
68,201
增持
GOOGL
ALPHABET INC
+$3.6M
60,155
+54%
建仓
DEM
WISDOMTREE TR
+$3.6M
86,381
建仓
ESML
ISHARES TR
+$3.6M
89,349
增持
V
VISA INC
+$3.6M
34,035
+50%
增持
ACWI
ISHARES TR
+$3.6M
76,768
+60%
建仓
XLP
SELECT SECTOR SPDR TR
+$3.6M
46,786
增持
UNP
UNION PAC CORP
+$3.5M
21,227
+209%
增持
EFG
ISHARES TR
+$3.5M
49,673
+194%
增持
META
META PLATFORMS INC
+$3.5M
12,663
+70%
建仓
—
LINDE PLC
+$3.5M
7,522
清仓
HUM
HUMANA INC
-$3.5M
0
-100%
增持
PFF
ISHARES TR
+$3.5M
169,918
+164%
增持
ITOT
ISHARES TR
+$3.5M
92,650
+35%
建仓
SRLN
SSGA ACTIVE ETF TR
+$3.5M
82,038
增持
AVGO
BROADCOM INC
+$3.4M
3,587
+194%
增持
AOR
ISHARES TR
+$3.3M
241,670
+26%
增持
PEP
PEPSICO INC
+$3.2M
42,543
+70%
增持
SDY
SPDR SER TR
+$3.2M
29,295
+465%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$3.1M
28,330
增持
QCOM
QUALCOMM INC
+$3.1M
25,116
+209%
增持
XLY
SELECT SECTOR SPDR TR
+$3.1M
17,881
+1404%
减持
GS
GOLDMAN SACHS GROUP INC
-$3.1M
7,383
-54%
增持
SGOV
ISHARES TR
+$3.1M
180,323
+20%
建仓
SCHA
SCHWAB STRATEGIC TR
+$3.0M
61,623
增持
SLV
ISHARES SILVER TR
+$3.0M
143,068
+1185%
增持
SMH
VANECK ETF TRUST
+$2.9M
13,978
+1067%
增持
VB
VANGUARD INDEX FDS
+$2.9M
31,354
+57%
增持
ITW
ILLINOIS TOOL WKS INC
+$2.9M
13,009
+484%
增持
HDV
ISHARES TR
+$2.9M
191,055
+7%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$2.8M
33,730
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$2.7M
43,433
增持
IWN
ISHARES TR
+$2.7M
91,602
+20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.7M
30,242
+59%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$2.6M
25,270
建仓
IDV
ISHARES TR
+$2.6M
91,651
增持
XLU
SELECT SECTOR SPDR TR
+$2.6M
43,333
+880%
减持
AVUS
AMERICAN CENTY ETF TR
+$2.5M
320,208
-0%
增持
IEMG
ISHARES INC
+$2.5M
90,469
+113%
增持
IP
INTERNATIONAL PAPER CO
+$2.5M
72,103
+745%
建仓
XRSFX
RIVERNORTH CAP AND INCM FD I
+$2.5M
157,707
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$2.5M
58,627
