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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 7
增持 73
减持 50
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$63.4M
1,270,487
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$43.9M
628,751
+200%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$32.5M
712,143
+5%
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。
减持
VUG
VANGUARD GROWTH INDEX FUND
-$25.8M
361,465
-2%
减持
VTV
VANGUARD VALUE INDEX FUND
-$19.4M
982,149
-3%
减持
SPY
SPDR S&P 500 ETF
-$10.2M
118,898
-3%
减持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$9.8M
108,781
-13%
增持
AMZN
AMAZON COM INC COM
-$8.5M
126,357
+1776%
增持
AAPL
APPLE INC COM
-$8.1M
249,216
+3%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$7.6M
367,745
+100%
减持
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
-$6.9M
204,233
-4%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$6.9M
655,565
-6%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$6.7M
532,426
-2%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$6.6M
471,478
-20%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$6.1M
294,510
-14%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$6.0M
302,698
-28%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$5.6M
157,308
-6%
增持
SYK
STRYKER CORPORATION COM
-$5.3M
79,055
+0%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$5.3M
16,561
-75%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$4.6M
23,862
-79%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$4.3M
240,732
+4%
增持
VIS
VANGUARD INDUSTRIALS INDEX FUND
+$4.2M
27,675
+1577%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$4.1M
99,248
+3%
减持
IVV
ISHARES CORE S&P 500 ETF
-$4.0M
49,983
-1%
建仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$4.0M
37,829
减持
IJH
ISHARES S&P MIDCAP FUND
-$3.5M
73,014
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$3.4M
48,733
+3%
增持
MSFT
MICROSOFT CORP COM
-$3.4M
93,367
+5%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$3.2M
979,210
+12%
增持
IWV
ISHARES RUSSELL 3000 ETF
-$3.2M
73,489
+0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$3.2M
432,098
-6%
增持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
+$3.1M
246,251
+48%
增持
ACWI
ISHARES MSCI ACWI INDEX FUND
-$2.9M
185,570
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
-$2.8M
4,683
+0%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$2.7M
230,785
-3%
增持
VOO
VANGUARD S&P 500 ETF
-$2.2M
34,194
+0%
增持
NVDA
NVIDIA CORPORATION COM
-$2.2M
19,829
+3%
建仓
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
+$1.9M
25,287
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$1.9M
39,910
-40%
增持
CSCO
CISCO SYS INC COM
-$1.9M
148,810
+1%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$1.8M
23,558
+212%
减持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
-$1.7M
286,598
-3%
减持
ABNB
AIRBNB INC COM CL A
-$1.7M
19,759
-1%
增持
META
META PLATFORMS INC CL A
-$1.6M
29,359
+2%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$1.6M
34,333
+615%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$1.6M
82,393
-2%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$1.6M
3,790
+7%
增持
TSLA
TESLA INC COM
-$1.5M
4,861
+10%
增持
BX
BLACKSTONE INC COM
-$1.5M
41,149
+0%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$1.4M
150,476
+0%
增持
EFA
ISHARES MSCI EAFE ETF
-$1.2M
207,937
+8%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$1.2M
77,963
-18%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$1.2M
26,764
-20%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX
-$1.2M
121,602
-3%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$1.1M
15,462
-48%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$1.1M
206,717
+2%
减持
DIS
DISNEY WALT CO COM
-$1.1M
23,138
-3%
减持
NFLX
NETFLIX INC COM
-$1.1M
3,538
-22%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.1M
12,441
+19%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$994.0K
8,594
-50%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$975.0K
34,395
+177%
减持
CPB
CAMPBELL SOUP CO COM
+$951.0K
503,697
-3%
增持
AA
ALCOA CORP COM
-$910.0K
21,374
+2%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$837.0K
21,997
-50%
减持
INTC
INTEL CORP COM
-$832.0K
56,101
-5%
增持
REET
ISHARES GLOBAL REIT ETF
-$790.0K
311,460
+9%
增持
JPM
JPMORGAN CHASE & CO COM
-$779.0K
40,406
+3%
增持
QCOM
QUALCOMM INC COM
-$765.0K
33,668
+2%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
-$737.0K
20,892
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
-$708.0K
5,794
+1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$705.0K
187,553
+26%
减持
PEJ
INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF
-$703.0K
8,000
-61%
增持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
-$685.0K
60,273
+5%
减持
MSA
MSA SAFETY INC COM
-$671.0K
53,600
-1%
增持
WMT
WALMART INC COM
-$638.0K
24,004
+1%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$605.0K
6,943
-35%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$561.0K
29,378
+10%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$530.0K
181,017
+9%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$523.0K
24,117
+34%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$512.0K
7,825
-2%
增持
LLY
LILLY ELI & CO COM
+$509.0K
9,823
+5%
增持
PYPL
PAYPAL HLDGS INC COM
-$493.0K
11,437
+2%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$463.0K
69,079
+0%
减持
BAC
BK OF AMERICA CORP COM
-$460.0K
45,547
-0%
清仓
XBI
SPDR S&P BIOTECH ETF
-$458.0K
0
-100%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$446.0K
12,602
+0%
增持
CMCSA
COMCAST CORP NEW CL A
-$440.0K
76,283
+4%
增持
WDAY
WORKDAY INC CL A
-$439.0K
4,467
+1%
减持
EMR
EMERSON ELEC CO COM
-$434.0K
8,729
-24%
增持
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$419.0K
28,832
+0%
增持
MRK
MERCK & CO INC COM
+$407.0K
34,985
+3%
增持
IWB
ISHARES RUSSELL 1000 ETF
-$402.0K
9,917
+1%
减持
CVX
CHEVRON CORP NEW COM
-$386.0K
17,987
-2%
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$378.0K
28,194
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$358.0K
4,864
减持
BA
BOEING CO COM
-$349.0K
5,985
-2%
增持
CAT
CATERPILLAR INC COM
-$342.0K
9,369
+4%
增持
ZTS
ZOETIS INC CL A
-$339.0K
21,096
+0%
增持
TRGP
TARGA RES CORP COM
-$327.0K
21,810
+1%
增持
SBNY
SIGNATURE BK NEW YORK N Y COM
-$324.0K
3,057
+3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$323.0K
5,213
+6%
增持
ORCL
ORACLE CORP COM
-$321.0K
28,681
+2%
清仓
—
CERNER CORP COM
-$315.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$314.0K
0
-100%
清仓
ARKW
ARK NEXT GENERATION INTERNET ETF
-$313.0K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP COM
-$306.0K
5,139
-1%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$301.0K
7,512
-24%
清仓
FINX
GLOBAL X FINTECH THEMATIC ETF
-$300.0K
0
-100%
增持
KO
COCA COLA CO COM
+$297.0K
59,448
+7%
清仓
CLOU
GLOBAL X CLOUD COMPUTING ETF
-$297.0K
0
-100%
清仓
PNQI
INVESCO NASDAQ INTERNET ETF
-$295.0K
0
-100%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$293.0K
33,874
+0%
增持
COP
CONOCOPHILLIPS COM
-$292.0K
39,960
+3%
清仓
EXPE
EXPEDIA GROUP INC COM NEW
-$291.0K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$282.0K
84,418
+0%
增持
CRM
SALESFORCE INC COM
-$282.0K
9,453
+9%
清仓
PH
PARKER-HANNIFIN CORP COM
-$277.0K
0
-100%
清仓
ACWX
ISHARES MSCI ACWI EX US INDEX FUND
-$276.0K
0
-100%
增持
UNP
UNION PAC CORP COM
-$276.0K
4,824
+1%
增持
NKE
NIKE INC CL B
-$276.0K
11,353
+6%
减持
MMM
3M CO COM
-$275.0K
6,601
-13%
增持
HON
HONEYWELL INTL INC COM
-$274.0K
18,031
+3%
增持
VO
VANGUARD MID-CAP INDEX FUND
-$274.0K
7,306
+1%
减持
TGT
TARGET CORP COM
-$273.0K
2,228
-19%
减持
DE
DEERE & CO COM
-$272.0K
2,308
-0%
增持
LULU
LULULEMON ATHLETICA INC COM
-$265.0K
2,868
+0%
减持
TFC
TRUIST FINL CORP COM
-$265.0K
27,293
-1%
清仓
DXCM
DEXCOM INC COM
-$264.0K
0
-100%
清仓
IVW
ISHARES S&P 500 GROWTH ETF
-$263.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$263.0K
11,551
-0%
增持
NOW
SERVICENOW INC COM
-$261.0K
3,629
+2%
减持
NUE
NUCOR CORP COM
-$258.0K
5,735
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$258.0K
9,707
+13%
减持
COF
CAPITAL ONE FINL CORP COM
-$254.0K
7,385
-5%
清仓
MSTR
MICROSTRATEGY INC CL A NEW
-$253.0K
0
-100%
清仓
—
DISCOVERY INC COM SER C
-$252.0K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC COM
-$252.0K
410
-1%
清仓
HCA
HCA HEALTHCARE INC COM
-$245.0K
0
-100%
增持
HAL
HALLIBURTON CO COM
-$243.0K
39,250
+1%
清仓
TYL
TYLER TECHNOLOGIES INC COM
-$242.0K
0
-100%
增持
V
VISA INC COM CL A
-$240.0K
20,431
+6%
清仓
VAW
VANGUARD MATERIALS INDEX FUND
-$237.0K
0
-100%
清仓
—
STERIS PLC SHS USD
-$235.0K
0
-100%
建仓
SNPS
SYNOPSYS INC COM
+$233.0K
769
清仓
—
APTIV PLC SHS
-$231.0K
0
-100%
增持
AXP
AMERICAN EXPRESS CO COM
-$230.0K
5,002
+1%
减持
AMAT
APPLIED MATLS INC COM
-$229.0K
5,319
-2%
增持
SLB
SCHLUMBERGER LTD COM STK
-$226.0K
43,658
+1%
建仓
HRB
BLOCK H & R INC COM
+$225.0K
6,350
清仓
ROST
ROSS STORES INC COM
-$221.0K
0
-100%
