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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 105
减持 15
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$163.9M
5,297,062
+85585%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$43.4M
1,544,258
+123%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$37.4M
2,833,960
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。
+296%
增持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
+$26.5M
1,590,782
+480%
建仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
+$23.0M
461,612
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$19.6M
1,922,162
+106%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$19.5M
285,202
-60%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$19.3M
1,910,516
+197%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$17.0M
1,203,922
+213%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$11.3M
76,800
-68%
减持
EFA
ISHARES MSCI EAFE ETF
-$10.9M
37,328
-83%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$9.7M
303,762
-30%
增持
VUG
VANGUARD GROWTH ETF
+$8.9M
793,112
+88%
增持
REET
ISHARES GLOBAL REIT ETF
+$8.5M
1,316,306
+325%
减持
CPB
CAMPBELL SOUP CO COM
-$8.2M
212,250
-29%
增持
VTV
VANGUARD VALUE ETF
+$7.5M
2,035,010
+89%
增持
AAPL
APPLE INC COM
+$7.3M
511,088
+103%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$7.3M
199,214
+154%
增持
MSFT
MICROSOFT CORP COM
+$7.2M
204,670
+114%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$6.7M
443,696
+123%
增持
SYK
STRYKER CORPORATION COM
+$6.6M
158,538
+101%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$6.4M
511,216
+152%
增持
VOO
VANGUARD S&P 500 ETF
+$6.4M
93,834
+174%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$6.2M
139,040
+118%
增持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$6.2M
497,568
+186%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$5.7M
128,002
-38%
增持
SPY
SPDR S&P 500 ETF TRUST
+$5.5M
235,336
+98%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$4.9M
243,254
+122%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$4.2M
214,922
+120%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.1M
98,666
+1130%
增持
NVDA
NVIDIA CORPORATION COM
+$3.8M
45,036
+122%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$3.7M
97,038
+34%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$3.5M
348,026
+120%
增持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
+$3.1M
497,012
+132%
增持
CBU
COMMUNITY BK SYS INC COM
-$3.0M
848,736
+101%
增持
PPG
PPG INDS INC COM
+$2.7M
44,542
+1943%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$2.7M
0
-100%
增持
ACWI
ISHARES MSCI ACWI ETF
+$2.5M
379,832
+100%
增持
META
META PLATFORMS INC CL A
+$2.3M
58,696
+100%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$2.2M
94,230
-13%
增持
CSCO
CISCO SYS INC COM
+$2.0M
309,316
+104%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.0M
97,488
+99%
增持
ABBV
ABBVIE INC COM
+$1.9M
74,026
+148%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.6M
86,066
+128%
减持
OEF
ISHARES S&P 100 ETF
-$1.6M
3,138
-74%
增持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
+$1.6M
490,416
+123%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.6M
792,164
+98%
增持
AMZN
AMAZON COM INC COM
-$1.5M
251,708
+96%
增持
COP
CONOCOPHILLIPS COM
-$1.5M
52,304
+31%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$1.5M
100,250
+24%
增持
V
VISA INC COM CL A
+$1.5M
43,462
+125%
增持
—
EXXON MOBIL CORP COM
-$1.4M
112,428
+30%
清仓
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.4M
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.3M
106,290
+85%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.2M
79,350
+96%
增持
MRK
MERCK & CO INC COM
+$1.2M
80,390
+123%
建仓
ATI
ATI INC COM
+$1.2M
59,942
增持
JPM
JPMORGAN CHASE & CO COM
+$1.1M
84,960
+101%
建仓
—
LINDE PLC SHS
+$1.1M
6,144
增持
ORCL
ORACLE CORP COM
+$1.1M
61,096
+109%
增持
MSA
MSA SAFETY INC COM
+$1.0M
102,044
+93%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.0M
163,492
+110%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$1.0M
24,872
-28%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$1.0M
938,608
+83%
减持
—
DESKTOP METAL INC COM CL A
-$994.7K
74,956
-82%
增持
MCD
MCDONALDS CORP COM
+$981.4K
31,744
+112%
增持
TSLA
TESLA INC COM
-$973.2K
32,560
+98%
增持
LLY
LILLY ELI & CO COM
+$945.8K
27,390
+135%
增持
CMCSA
COMCAST CORP NEW CL A
+$943.9K
159,002
+125%
增持
KO
COCA COLA CO COM
+$914.7K
131,312
+132%
清仓
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$914.0K
0
-100%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$908.9K
75,286
+35%
清仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$906.0K
0
-100%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$889.5K
300,952
+100%
增持
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$883.1K
33,836
+232%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$868.2K
48,914
+50%
清仓
LAD
LITHIA MTRS INC COM
-$833.0K
0
-100%
建仓
KLAC
KLA CORP COM NEW
+$831.9K
4,164
增持
TJX
TJX COS INC NEW COM
+$826.7K
45,430
+195%
建仓
CP
CANADIAN PACIFIC KANSAS CITY COM
+$813.0K
21,112
增持
BX
BLACKSTONE INC COM
+$811.7K
96,958
+135%
增持
EQT
EQT CORP COM
-$781.3K
133,600
+87%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$777.7K
13,508
-41%
增持
MA
MASTERCARD INCORPORATED CL A
+$770.9K
15,740
+114%
建仓
—
JOHNSON CTLS INTL PLC SHS
+$758.4K
25,014
增持
GOOG
ALPHABET INC CAP STK CL C
+$749.7K
187,826
+100%
减持
TFC
TRUIST FINL CORP COM
-$742.6K
21,820
-15%
建仓
—
JUNIPER NETWORKS INC COM
+$731.7K
42,476
增持
VNQ
VANGUARD REAL ESTATE ETF
-$725.7K
136,240
+71%
清仓
AA
ALCOA CORP COM
-$715.0K
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP COM
+$708.3K
24,634
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$705.2K
10,894
+115%
清仓
DELL
DELL TECHNOLOGIES INC CL C
-$702.0K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$693.4K
19,116
+110%
建仓
DCH
AMERICAN AXLE & MFG HLDGS INC COM
+$691.6K
176,942
增持
BA
BOEING CO COM
+$662.2K
13,188
+116%
清仓
COF
CAPITAL ONE FINL CORP COM
-$649.0K
0
-100%
增持
PGR
PROGRESSIVE CORP COM
+$648.4K
43,650
+105%
增持
ZTS
ZOETIS INC CL A
+$648.1K
47,286
+113%
增持
PANW
PALO ALTO NETWORKS INC COM
+$643.3K
34,994
+101%
清仓
—
LINDE PLC SHS
-$642.0K
0
-100%
增持
HON
HONEYWELL INTL INC COM
+$634.4K
36,958
+113%
增持
VDE
VANGUARD ENERGY ETF
-$633.1K
29,750
+31%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$621.8K
15,984
+100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$601.4K
41,710
+137%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$588.6K
18,560
+100%
建仓
BN
BROOKFIELD CORP CL A LTD VT SH
+$588.5K
37,304
增持
SLB
SCHLUMBERGER LTD COM STK
+$578.5K
87,140
+100%
建仓
DLTR
DOLLAR TREE INC COM
+$578.2K
8,048
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$574.0K
48,724
+107%
增持
NSC
NORFOLK SOUTHN CORP COM
-$560.6K
9,796
+28%
增持
—
PIONEER NAT RES CO COM
-$549.9K
7,328
+22%
增持
T
AT&T INC COM
+$546.7K
150,982
+155%
增持
DIS
DISNEY WALT CO COM
-$534.8K
34,882
+44%
减持
LULU
LULULEMON ATHLETICA INC COM
-$530.0K
1,728
-43%
建仓
ALK
ALASKA AIR GROUP INC COM
+$529.3K
25,204
清仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$526.0K
0
-100%
清仓
SBNY
SIGNATURE BK NEW YORK N Y COM
-$524.0K
0
-100%
增持
WMT
WALMART INC COM
+$523.5K
51,918
+104%
建仓
WEX
WEX INC COM
+$523.0K
5,682
增持
CVX
CHEVRON CORP NEW COM
+$519.4K
39,558
+110%
建仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$506.6K
11,190
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$504.7K
19,748
+170%
增持
QCOM
QUALCOMM INC COM
+$498.5K
68,288
+100%
增持
AVGO
BROADCOM INC COM
+$493.4K
3,872
+129%
增持
NKE
NIKE INC CL B
+$490.7K
24,396
+101%
增持
FCF
FIRST COMWLTH FINL CORP PA COM
-$487.6K
2,409,716
+100%
建仓
VRSK
VERISK ANALYTICS INC COM
+$482.2K
5,022
增持
MTB
M & T BK CORP COM
-$479.2K
16,490
+98%
增持
LW
LAMB WESTON HLDGS INC COM
+$464.2K
13,040
+363%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$461.3K
38,316
+96%
增持
MDLZ
MONDELEZ INTL INC CL A
+$434.3K
42,530
+122%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
-$429.4K
40,798
+81%
建仓
RF
REGIONS FINANCIAL CORP NEW COM
+$425.2K
45,334
增持
APH
AMPHENOL CORP NEW CL A
+$424.5K
20,936
+223%
建仓
OTIS
OTIS WORLDWIDE CORP COM
+$422.3K
9,996
增持
NOW
SERVICENOW INC COM
+$420.0K
7,696
+112%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$415.4K
9,516
-21%
增持
MCO
MOODYS CORP COM
+$408.8K
6,926
+158%
增持
BKNG
BOOKING HOLDINGS INC COM
+$405.0K
812
+98%
增持
—
COMMERCIAL NATL FINL CORP PA COM
-$404.7K
203,206
+100%
增持
ABNB
AIRBNB INC COM CL A
+$403.1K
40,700
+101%
增持
CDW
CDW CORP COM
+$399.0K
7,812
+235%
增持
PEP
PEPSICO INC COM
+$390.6K
41,884
+99%
增持
VB
VANGUARD SMALL-CAP ETF
+$379.0K
41,592
+99%
减持
GM
GENERAL MTRS CO COM
-$353.4K
12,994
-30%
建仓
OKTA
OKTA INC CL A
+$352.7K
8,172
增持
GE
GENERAL ELECTRIC CO COM NEW
+$350.0K
13,062
+194%
增持
SM
SM ENERGY CO COM
-$344.7K
75,730
+102%
建仓
HCA
HCA HEALTHCARE INC COM
+$340.0K
2,576
