小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 35
增持 105
减持 8
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPIB
SPDR SER TR
+$115.8M
3,899,687
+823%
增持
HEFA
ISHARES TR
+$67.8M
1,952,026
+2116%
增持
IEI
ISHARES TR
+$36.3M
469,774
+183%
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
IVV
ISHARES TR
+$35.9M
1,025,848
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$35.2M
2,185,039
+212%
增持
SCHM
SCHWAB STRATEGIC TR
+$34.6M
1,805,978
+293%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$34.5M
742,392
+305%
增持
MSFT
MICROSOFT CORP
+$32.4M
320,844
+54%
增持
SCHB
SCHWAB STRATEGIC TR
+$32.1M
2,737,672
+131%
增持
SPSB
SPDR SER TR
+$26.5M
1,433,945
+157%
增持
AAPL
APPLE INC
+$25.8M
894,862
+30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.6M
189,493
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$22.0M
1,310,262
+40%
增持
V
VISA INC
+$21.4M
115,559
+91%
增持
SCHF
SCHWAB STRATEGIC TR
+$18.6M
1,327,058
+221%
建仓
GGM
NORTHERN LTS FD TR II
+$18.3M
708,533
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$18.3M
28
+367%
增持
MCD
MCDONALDS CORP
+$18.1M
100,818
+118%
建仓
LNG
CHENIERE ENERGY INC
+$17.9M
77,153
增持
GOOG
ALPHABET INC
+$17.6M
224,424
+144%
建仓
AMJB
JPMORGAN CHASE FINL CO LLC
+$17.4M
535,320
增持
AVGO
BROADCOM INC
+$16.8M
217,985
+156%
增持
ET
ENERGY TRANSFER L P
+$16.7M
1,303,694
+240%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$16.7M
1,339,709
+36%
清仓
—
LISTED FD TR
-$16.0M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.9M
50,243
+145%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.9M
622,748
+123%
增持
AMZN
AMAZON COM INC
+$15.7M
300,632
+59%
增持
GLD
SPDR GOLD TR
+$15.4M
62,631
+466%
增持
TMUS
T-MOBILE US INC
+$15.3M
58,460
+4922%
增持
JPM
JPMORGAN CHASE & CO.
+$15.1M
218,223
+36%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$14.9M
525,145
+451%
增持
—
ASTRAZENECA PLC
+$14.9M
224,090
+828%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$14.3M
184,757
+123%
增持
BLK
BLACKROCK INC
+$13.8M
20,280
+288%
建仓
MPLX
MPLX LP
+$13.8M
258,434
增持
TFLO
ISHARES TR
+$13.7M
329,915
+458%
增持
SYK
STRYKER CORPORATION
+$13.5M
41,060
+732%
增持
HON
HONEYWELL INTL INC
+$13.4M
82,613
+358%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$13.3M
710,111
+1277%
建仓
CBLS
ELEVATION SERIES TRUST
+$13.1M
502,058
增持
GOOGL
ALPHABET INC
+$13.0M
301,637
+70%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$12.8M
312,196
增持
AVLV
AMERICAN CENTY ETF TR
+$12.7M
1,182,164
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$12.6M
153,361
+23%
增持
SCHA
SCHWAB STRATEGIC TR
+$12.0M
602,610
+631%
建仓
CPAY
CORPAY INC
+$11.4M
32,566
增持
IWD
ISHARES TR
+$11.1M
193,497
+42%
增持
UNP
UNION PAC CORP
+$11.1M
71,294
+181%
增持
ABBV
ABBVIE INC
+$11.0M
149,472
+31%
增持
CRM
SALESFORCE INC
+$10.8M
60,580
+271%
增持
VUG
VANGUARD INDEX FDS
-$10.4M
676,811
+6%
建仓
—
EVEREST GROUP LTD
+$10.4M
28,634
增持
SYY
SYSCO CORP
+$9.9M
141,594
+1387%
建仓
ACM
AECOM
+$9.8M
105,862
建仓
PLMR
PALOMAR HLDGS INC
+$9.6M
69,781
增持
AXP
AMERICAN EXPRESS CO
+$9.3M
81,269
+92%
增持
AMD
ADVANCED MICRO DEVICES INC
+$9.2M
124,858
+312%
减持
IWF
ISHARES TR
-$8.7M
155,711
-4%
增持
SCHE
SCHWAB STRATEGIC TR
+$8.6M
486,837
+169%
增持
SCHV
SCHWAB STRATEGIC TR
+$8.6M
531,480
+149%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$8.4M
1,230,237
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.3M
891,032
+6%
增持
IGV
ISHARES TR
+$8.2M
99,292
+1506%
建仓
TCAF
T ROWE PRICE ETF INC
+$8.1M
251,264
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.0M
19,836
+402%
建仓
DPZ
DOMINOS PIZZA INC
+$7.8M
16,967
增持
AMAT
APPLIED MATLS INC
+$7.6M
59,099
+907%
增持
BND
VANGUARD BD INDEX FDS
+$7.6M
292,843
+52%
增持
ADI
ANALOG DEVICES INC
+$7.6M
43,691
+657%
增持
PANW
PALO ALTO NETWORKS INC
+$7.3M
50,030
+653%
增持
PGR
PROGRESSIVE CORP
+$7.3M
30,137
+476%
增持
WM
WASTE MGMT INC DEL
+$7.3M
93,915
+31%
增持
NI
NISOURCE INC
+$7.3M
190,823
+1661%
增持
MDLZ
MONDELEZ INTL INC
+$7.2M
131,149
+353%
增持
ROP
ROPER TECHNOLOGIES INC
+$7.2M
15,682
+291%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$7.0M
61,665
建仓
PATK
PATRICK INDS INC
+$7.0M
82,971
增持
KO
COCA COLA CO
+$6.9M
456,131
+10%
增持
ITW
ILLINOIS TOOL WKS INC
+$6.9M
43,188
+187%
建仓
BURL
BURLINGTON STORES INC
+$6.6M
27,521
增持
JNJ
JOHNSON & JOHNSON
+$6.4M
157,667
+16%
建仓
TYL
TYLER TECHNOLOGIES INC
+$6.4M
11,034
建仓
—
ARIS WATER SOLUTIONS INC
+$6.4M
199,807
增持
DIS
DISNEY WALT CO
+$6.1M
103,557
+180%
增持
WFC
WELLS FARGO CO NEW
+$6.0M
150,023
+120%
减持
IWB
ISHARES TR
-$5.9M
331,951
-1%
增持
SGOV
ISHARES TR
+$5.9M
448,839
+15%
增持
WELL
WELLTOWER INC
+$5.9M
49,628
+259%
增持
ADBE
ADOBE INC
+$5.8M
22,571
+256%
建仓
GTLS
CHART INDS INC
+$5.8M
40,260
增持
MRVL
MARVELL TECHNOLOGY INC
+$5.7M
99,580
+2660%
增持
LLY
ELI LILLY & CO
+$5.7M
36,803
+15%
建仓
AROC
ARCHROCK INC
+$5.7M
215,990
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.7M
364,108
+38%
建仓
PAGP
PLAINS GP HLDGS L P
+$5.6M
262,987
增持
—
EXXON MOBIL CORP
+$5.6M
249,894
+12%
建仓
CBSE
ELEVATION SERIES TRUST
+$5.5M
185,458
建仓
DSGX
DESCARTES SYS GROUP INC
+$5.5M
54,498
建仓
AM
ANTERO MIDSTREAM CORP
+$5.5M
302,956
增持
BSX
BOSTON SCIENTIFIC CORP
+$5.4M
63,518
+468%
增持
PSX
PHILLIPS 66
+$5.4M
50,438
+587%
建仓
HASI
HA SUSTAINABLE INFRA CAP INC
+$5.3M
182,452
增持
PG
PROCTER AND GAMBLE CO
+$5.3M
292,519
+10%
增持
—
ACCENTURE PLC IRELAND
+$5.2M
94,669
+37%
增持
NVO
NOVO-NORDISK A S
+$5.1M
90,961
+553%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$5.1M
5,078
+177%
增持
—
MEDTRONIC PLC
+$5.0M
79,200
+200%
清仓
—
LISTED FD TR
-$5.0M
0
-100%
增持
—
STERIS PLC
+$4.9M
23,629
+1069%
增持
MAS
MASCO CORP
+$4.9M
78,862
+825%
增持
AVDE
AMERICAN CENTY ETF TR
+$4.8M
98,695
+254%
减持
RKLB
ROCKET LAB USA INC
-$4.8M
80,919
-67%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$4.8M
297,773
-1%
增持
IJH
ISHARES TR
+$4.8M
902,562
+17%
建仓
TOTL
SSGA ACTIVE ETF TR
+$4.7M
116,828
增持
AMT
AMERICAN TOWER CORP NEW
+$4.6M
26,296
+333%
建仓
HQY
HEALTHEQUITY INC
+$4.6M
51,986
增持
JAAA
JANUS DETROIT STR TR
+$4.5M
173,488
+105%
建仓
VCRM
VANGUARD MUN BD FDS
+$4.4M
59,190
减持
VOT
VANGUARD INDEX FDS
-$4.4M
266,358
-3%
增持
SBUX
STARBUCKS CORP
+$4.4M
133,101
+40%
增持
EA
ELECTRONIC ARTS INC
+$4.3M
81,522
+60%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$4.3M
74,578
增持
MA
MASTERCARD INCORPORATED
+$4.3M
13,293
+134%
建仓
PHM
PULTE GROUP INC
+$4.3M
41,426
增持
AGG
ISHARES TR
+$4.3M
297,119
+15%
建仓
GLP
GLOBAL PARTNERS LP
+$4.2M
78,613
增持
SCHD
SCHWAB STRATEGIC TR
+$4.2M
1,594,056
+8%
增持
DHR
DANAHER CORPORATION
+$4.1M
32,024
+202%
增持
SPYG
SPDR SER TR
-$4.1M
775,808
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$4.1M
200,976
+284%
减持
VOE
VANGUARD INDEX FDS
-$4.0M
612,076
-3%
增持
TSLA
TESLA INC
-$4.0M
47,266
+17%
增持
NOC
NORTHROP GRUMMAN CORP
+$4.0M
8,865
+622%
增持
COWZ
PACER FDS TR
+$3.9M
113,225
+177%
建仓
ATI
ATI INC
+$3.9M
74,383
增持
ORCL
ORACLE CORP
+$3.9M
215,398
+37%
建仓
INDA
ISHARES TR
+$3.8M
74,744
建仓
—
CYBERARK SOFTWARE LTD
+$3.8M
11,381
增持
SCHX
SCHWAB STRATEGIC TR
+$3.8M
492,403
+60%
增持
IJR
ISHARES TR
+$3.6M
111,890
+59%
建仓
XLRE
SELECT SECTOR SPDR TR
+$3.6M
85,837
减持
GDX
VANECK ETF TRUST
+$3.6M
302,910
-1%
增持
XLC
SELECT SECTOR SPDR TR
+$3.6M
51,614
+252%
增持
CVX
CHEVRON CORP NEW
+$3.5M
87,821
+14%
增持
C
CITIGROUP INC
+$3.5M
79,446
+160%
建仓
NICE
NICE LTD
+$3.5M
22,562
增持
RJF
RAYMOND JAMES FINL INC
+$3.4M
42,318
+170%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
68,962
+16%
