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Waldron Private Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Waldron Private Wealth LLC
报告期 2026-03-31 · CIK 0001598180
持仓数
342
前50大市值合计
$2.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 29
增持 71
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$24.2M
420,719
-53%
增持
VTV
VANGUARD VALUE INDEX FUND
+$21.7M
1,008,013
+17%
减持
—
DESKTOP METAL INC COM CL A
-$17.2M
1,066,747
-76%
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
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$15.1M
678,143
+2%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$14.0M
369,929
+28%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$11.8M
115,955
-67%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$5.2M
343,019
-12%
减持
EFA
ISHARES MSCI EAFE ETF
-$5.1M
193,359
-21%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$4.4M
95,986
-3%
减持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$3.9M
166,615
-17%
减持
CBU
COMMUNITY BK SYS INC COM
-$3.9M
421,790
-6%
减持
SPY
SPDR S&P 500 ETF
-$3.9M
122,306
-2%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$3.2M
18,018
-60%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$3.2M
203,000
-16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.1M
47,453
+4%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$2.8M
56,437
+103%
增持
META
META PLATFORMS INC CL A
-$2.7M
28,711
+6%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$2.6M
125,714
+5%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.5M
231,562
+18%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.3M
700,602
-1%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$2.3M
874,697
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF
-$2.2M
63,960
-1%
减持
—
EXXON MOBIL CORP COM
+$1.7M
84,117
-2%
减持
IJH
ISHARES S&P MIDCAP FUND
-$1.7M
74,705
-3%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.7M
459,546
-1%
增持
MSFT
MICROSOFT CORP COM
-$1.6M
88,853
+3%
减持
REET
ISHARES GLOBAL REIT ETF
-$1.5M
284,902
-11%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.4M
50,583
-1%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$1.3M
238,519
-5%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$1.2M
73,166
-1%
增持
COP
CONOCOPHILLIPS COM
+$1.2M
38,969
+5%
减持
MSA
MSA SAFETY INC COM
-$1.1M
53,962
-1%
减持
NFLX
NETFLIX INC COM
-$1.1M
4,515
-1%
增持
ACWI
ISHARES MSCI ACWI INDEX FUND
-$1.1M
185,167
+0%
增持
EQT
EQT CORP COM
+$1.1M
83,280
+0%
建仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$1.0M
10,200
增持
TSLA
TESLA INC COM
+$1.0M
4,407
+25%
增持
AMZN
AMAZON COM INC COM
+$1.0M
6,734
+7%
增持
HD
HOME DEPOT INC COM
-$996.0K
11,342
+7%
建仓
PEJ
INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF
+$993.0K
20,381
增持
FCF
FIRST COMWLTH FINL CORP PA COM
-$980.0K
1,205,568
+1%
增持
ZTS
ZOETIS INC CL A
-$967.0K
21,027
+4%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$947.0K
68,770
+59%
增持
QCOM
QUALCOMM INC COM
-$926.0K
33,149
+1%
增持
CVX
CHEVRON CORP NEW COM
+$920.0K
18,366
+4%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$894.0K
209,349
+2%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$889.0K
167,109
-0%
增持
—
PIONEER NAT RES CO COM
+$831.0K
5,920
+66%
增持
ABBV
ABBVIE INC COM
+$807.0K
28,320
+1%
增持
AAPL
APPLE INC COM
+$802.0K
241,758
+4%
增持
PYPL
PAYPAL HLDGS INC COM
-$768.0K
11,168
+2%
增持
JPM
JPMORGAN CHASE & CO COM
-$754.0K
39,092
+2%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$741.0K
7,960
-4%
减持
VOO
VANGUARD S&P 500 ETF
-$740.0K
34,066
-0%
清仓
PFF
ISHARES PREFERRED AND INCOME SECURITIES ETF
-$730.0K
0
-100%
减持
LOW
LOWES COS INC COM
-$722.0K
8,846
-9%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$689.0K
183,742
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$681.0K
41,124
+6%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$666.0K
26,805
+19%
增持
AA
ALCOA CORP COM
+$639.0K
20,927
+0%
建仓
IEZ
ISHARES U.S. OIL EQUIPMENT & SERVICES ETF
+$638.0K
33,102
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$632.0K
65,430
+13%
建仓
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$620.0K
4,609
增持
VNQ
VANGUARD REAL ESTATE ETF
-$610.0K
83,915
+0%
增持
HAL
HALLIBURTON CO COM
+$597.0K
38,922
+2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$595.0K
3,528
+11%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$591.0K
40,483
+0%
减持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
+$564.0K
296,006
-3%
减持
GOOG
ALPHABET INC CAP STK CL C
-$563.0K
4,680
-1%
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$534.0K
8,735
增持
SLB
SCHLUMBERGER LTD COM STK
+$507.0K
43,314
+1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$502.0K
148,645
+13%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$487.0K
542,197
-1%
减持
CMCSA
COMCAST CORP NEW CL A
-$483.0K
73,340
-6%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$480.0K
4,898
+2%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$470.0K
150,416
+100%
减持
SBUX
STARBUCKS CORP COM
-$463.0K
15,264
-4%
建仓
XBI
SPDR S&P BIOTECH ETF
+$458.0K
5,096
清仓
—
KIRKLAND LAKE GOLD LTD COM
-$458.0K
0
-100%
增持
RBLX
ROBLOX CORP CL A
-$444.0K
7,952
+1%
清仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$429.0K
0
-100%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$427.0K
33,664
-5%
清仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$419.0K
0
-100%
建仓
GPN
GLOBAL PMTS INC COM
+$415.0K
3,036
增持
TFC
TRUIST FINL CORP COM
+$408.0K
27,506
+40%
增持
ABT
ABBOTT LABS COM
-$403.0K
21,671
+3%
增持
PANW
PALO ALTO NETWORKS INC COM
+$398.0K
5,734
+1%
增持
V
VISA INC COM CL A
+$394.0K
19,220
+8%
增持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
+$394.0K
57,540
+14%
增持
CSCO
CISCO SYS INC COM
+$382.0K
147,643
+19%
增持
AMAT
APPLIED MATLS INC COM
+$378.0K
5,406
+155%
建仓
—
KINIKSA PHARMACEUTICALS LTD COM CL A
+$374.0K
37,696
清仓
KLAC
KLA CORP COM NEW
-$369.0K
0
-100%
增持
BE
BLOOM ENERGY CORP COM CL A
+$361.0K
45,870
+35%
建仓
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
+$335.0K
4,873
建仓
—
STATE BANCORP INC WEST VA CDT COM
+$314.0K
314,640
建仓
UBER
UBER TECHNOLOGIES INC COM
+$314.0K
8,801
增持
SM
SM ENERGY CO COM
+$308.0K
32,363
+0%
增持
RPM
RPM INTL INC COM
-$304.0K
15,714
+0%
增持
—
ACTIVISION BLIZZARD INC COM
+$303.0K
20,889
+1%
清仓
CPRT
COPART INC COM
-$301.0K
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$301.0K
8,719
+1%
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$300.0K
1,208
建仓
FINX
GLOBAL X FINTECH THEMATIC ETF
+$300.0K
9,389
减持
ORCL
ORACLE CORP COM
-$299.0K
28,098
-7%
增持
PFE
PFIZER INC COM
-$299.0K
57,645
+4%
建仓
CLOU
GLOBAL X CLOUD COMPUTING ETF
+$297.0K
13,523
建仓
PNQI
INVESCO NASDAQ INTERNET ETF
+$295.0K
1,750
清仓
BF/B
BROWN FORMAN CORP CL B
-$294.0K
0
-100%
增持
DIS
DISNEY WALT CO COM
-$285.0K
23,878
+4%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX
-$284.0K
125,816
-0%
减持
AMGN
AMGEN INC COM
+$279.0K
17,705
-0%
建仓
PH
PARKER-HANNIFIN CORP COM
+$277.0K
978
减持
DG
DOLLAR GEN CORP NEW COM
-$277.0K
1,451
-43%
建仓
MPC
MARATHON PETE CORP COM
+$276.0K
3,231
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$269.0K
44,292
-10%
增持
NOW
SERVICENOW INC COM
-$262.0K
3,568
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$258.0K
17,921
+6%
增持
MCD
MCDONALDS CORP COM
-$257.0K
14,457
+1%
增持
STBA
S & T BANCORP INC COM
-$255.0K
146,558
+1%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
-$255.0K
20,781
+1%
建仓
CTRA
COTERRA ENERGY INC COM
+$254.0K
9,447
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$252.0K
10,687
-7%
增持
PGR
PROGRESSIVE CORP COM
+$252.0K
20,951
+1%
增持
MRK
MERCK & CO INC COM
+$251.0K
33,920
+3%
增持
OKTA
OKTA INC CL A
-$249.0K
3,501
+1%
建仓
F
FORD MTR CO DEL COM
+$247.0K
14,628
建仓
WMB
WILLIAMS COS INC COM
+$247.0K
7,400
增持
UNP
UNION PAC CORP COM
+$246.0K
4,775
+14%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$244.0K
7,552
-9%
增持
GM
GENERAL MTRS CO COM
-$244.0K
17,537
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$244.0K
5,441
+2%
建仓
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
+$243.0K
7,800
建仓
—
MARATHON OIL CORP COM
+$239.0K
9,520
增持
INTU
INTUIT COM
-$238.0K
1,620
+2%
增持
WMT
WALMART INC COM
+$238.0K
23,879
+5%
增持
HON
HONEYWELL INTL INC COM
-$235.0K
17,517
+0%
建仓
—
STERIS PLC SHS USD
+$235.0K
976
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$232.0K
66,616
+1%
清仓
ARKG
ARK GENOMIC REVOLUTION ETF
-$231.0K
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP COM
+$231.0K
1,496
建仓
EOG
EOG RES INC COM
+$231.0K
1,938
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$230.0K
2,065
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$227.0K
9,608
+1%
建仓
HUM
HUMANA INC COM
+$222.0K
512
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$222.0K
2,235
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$222.0K
95,305
+3%
减持
AME
AMETEK INC COM
-$222.0K
8,681
-7%
建仓
ROST
ROSS STORES INC COM
+$221.0K
2,449
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$220.0K
29,998
-1%
