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
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 8
减持 97
清仓 37
方向
标的
Δ市值
现股数(环比)
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$16.2M
1,488,536
-4%
减持
FCF
FIRST COMWLTH FINL CORP PA COM
-$14.9M
22,314
-99%
减持
VUG
VANGUARD GROWTH ETF
+$12.0M
784,208
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。
-1%
减持
CBU
COMMUNITY BK SYS INC COM
-$11.7M
456,140
-46%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$10.4M
197,936
-61%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$4.6M
846,304
-10%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$4.5M
1,196,740
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$4.5M
58,786
-39%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$4.4M
1,992,022
+4%
减持
AAPL
APPLE INC COM
+$4.3M
478,926
-6%
减持
STBA
S & T BANCORP INC COM
-$4.0M
43,032
-85%
减持
SPY
SPDR S&P 500 ETF TRUST
+$3.5M
232,480
-1%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$3.4M
290,368
-17%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$3.2M
2,731,398
-4%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$2.9M
390,682
-12%
减持
MSFT
MICROSOFT CORP COM
+$2.9M
190,298
-7%
减持
PPG
PPG INDS INC COM
-$2.7M
3,664
-92%
减持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
-$2.4M
1,512,918
-5%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$2.4M
182,678
-40%
减持
NVDA
NVIDIA CORPORATION COM
+$2.4M
40,930
-9%
减持
IVV
ISHARES CORE S&P 500 ETF
-$2.4M
87,496
-18%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$2.2M
3,788
-76%
减持
META
META PLATFORMS INC CL A
+$1.9M
56,888
-3%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$1.9M
212,662
-13%
减持
IWV
ISHARES RUSSELL 3000 ETF
+$1.9M
199,154
-0%
减持
MSA
MSA SAFETY INC COM
+$1.9M
99,864
-2%
增持
LLY
ELI LILLY & CO COM
+$1.7M
27,486
+0%
清仓
VDE
VANGUARD ENERGY ETF
-$1.7M
0
-100%
减持
ABBV
ABBVIE INC COM
-$1.7M
62,482
-16%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$1.4M
1,872,240
-3%
清仓
RPM
RPM INTL INC COM
-$1.4M
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.4M
32,822
-33%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$1.3M
5,198,056
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.3M
182,916
-3%
清仓
—
COMMERCIAL NATL FINL CORP PA COM
-$1.1M
0
-100%
减持
CAT
CATERPILLAR INC COM
-$1.1M
9,048
-53%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$1.1M
137,078
-1%
减持
VHT
VANGUARD HEALTH CARE ETF
-$1.0M
1,788
-83%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$1.0M
52,128
-31%
减持
CPB
CAMPBELL SOUP CO COM
-$998.7K
211,642
-0%
减持
PANW
PALO ALTO NETWORKS INC COM
+$972.9K
34,964
-0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$950.8K
88,162
-31%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$918.8K
157,016
-4%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$904.9K
79,320
-0%
减持
ACWI
ISHARES MSCI ACWI ETF
+$859.7K
378,812
-0%
清仓
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
-$849.7K
0
-100%
减持
AMZN
AMAZON COM INC COM
+$842.2K
212,348
-16%
清仓
KLAC
KLA CORP COM NEW
-$831.9K
0
-100%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$821.6K
14,652
-54%
减持
VB
VANGUARD SMALL-CAP ETF
-$798.6K
31,618
-24%
清仓
ADM
ARCHER DANIELS MIDLAND CO COM
-$795.5K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$795.3K
22,162
-14%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$793.5K
91,860
-19%
减持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$791.4K
453,942
-9%
减持
MCD
MCDONALDS CORP COM
-$769.5K
24,592
-23%
清仓
—
JOHNSON CTLS INTL PLC SHS
-$758.4K
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
+$758.0K
90,014
-4%
清仓
—
JUNIPER NETWORKS INC COM
-$731.7K
0
-100%
清仓
TMP
TOMPKINS FINL CORP COM
-$713.5K
0
-100%
清仓
DCH
AMERICAN AXLE & MFG HLDGS INC COM
-$691.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$690.4K
88,924
+3%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$654.7K
8,336
-42%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$642.0K
29,628
-35%
清仓
CLX
CLOROX CO DEL COM
-$636.9K
0
-100%
减持
UBSI
UNITED BANKSHARES INC WEST VA COM
-$634.4K
155,714
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$625.7K
91,940
-6%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$615.9K
64,948
-39%
减持
TJX
TJX COS INC NEW COM
-$610.8K
27,592
-39%
减持
EQT
EQT CORP COM
+$607.2K
133,148
-0%
减持
ORCL
ORACLE CORP COM
+$599.4K
57,726
-6%
减持
T
AT&T INC COM
-$597.2K
107,406
-29%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC COM
-$594.3K
0
-100%
清仓
BN
BROOKFIELD CORP CL A LTD VT SH
-$588.5K
0
-100%
清仓
DLTR
DOLLAR TREE INC COM
-$578.2K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$559.8K
26,594
-24%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$555.3K
300,000
-0%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$537.6K
205,318
-4%
清仓
ALK
ALASKA AIR GROUP INC COM
-$529.3K
0
-100%
清仓
VFH
VANGUARD FINANCIALS ETF
-$529.2K
0
-100%
建仓
NPWR
NET POWER INC COM CL A
+$516.8K
79,428
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$511.4K
790,086
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$491.6K
10,594
-3%
减持
ABNB
AIRBNB INC COM CL A
-$488.4K
31,892
-22%
建仓
—
LIBERTY MEDIA CORP DEL COM LBTY SRM S C
+$474.3K
28,956
减持
TSLA
TESLA INC COM
+$471.6K
29,404
-10%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$468.4K
452,898
-2%
减持
BA
BOEING CO COM
-$449.5K
9,014
-32%
清仓
RBLX
ROBLOX CORP CL A
-$439.6K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$425.2K
0
-100%
减持
NUE
NUCOR CORP COM
-$420.1K
5,904
-50%
清仓
—
RICE ACQUISITION CORP II UNIT
-$419.4K
0
-100%
减持
QCOM
QUALCOMM INC COM
-$418.4K
66,166
-3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$413.8K
2
-50%
清仓
FAST
FASTENAL CO COM
-$412.0K
0
-100%
清仓
WSBC
WESBANCO INC COM
-$406.6K
0
-100%
清仓
—
KINIKSA PHARMACEUTICALS LTD COM CL A
-$406.0K
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL COM C SIRIUSXM
-$405.6K
0
-100%
减持
PFE
PFIZER INC COM
-$394.1K
122,574
-5%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$391.8K
472,430
-4%
增持
REET
ISHARES GLOBAL REIT ETF
+$390.3K
1,347,960
+2%
清仓
—
LAKELAND BANCORP INC COM
-$388.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
+$387.1K
81,440
-4%
减持
PGR
PROGRESSIVE CORP COM
-$386.6K
41,340
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$386.5K
6,556
-10%
减持
CSCO
CISCO SYS INC COM
-$378.1K
297,914
-4%
减持
AVGO
BROADCOM INC COM
+$376.1K
3,730
-4%
清仓
TFC
TRUIST FINL CORP COM
-$372.4K
0
-100%
减持
VTV
VANGUARD VALUE ETF
+$369.4K
1,983,062
-3%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$365.8K
125,254
-8%
建仓
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$364.5K
14,480
减持
EFA
ISHARES MSCI EAFE ETF
-$356.4K
27,000
-28%
清仓
CFG
CITIZENS FINL GROUP INC COM
-$356.4K
0
-100%
减持
—
EXXON MOBIL CORP COM
-$344.9K
108,530
-3%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$344.4K
66,776
-13%
清仓
DG
DOLLAR GEN CORP NEW COM
-$335.8K
0
-100%
减持
KHC
KRAFT HEINZ CO COM
-$335.3K
12,648
-56%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$329.4K
5,404
-49%
清仓
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
-$322.5K
0
-100%
清仓
ACWX
ISHARES MSCI ACWI EX U.S. ETF
-$320.6K
0
-100%
减持
NKE
NIKE INC CL B
-$306.0K
21,578
-12%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$303.0K
17,236
-22%
减持
BAC
BANK AMERICA CORP COM
-$302.5K
91,998
-19%
减持
PYPL
PAYPAL HLDGS INC COM
-$302.0K
17,464
-25%
增持
AMGN
AMGEN INC COM
-$301.4K
35,034
+1%
减持
NOW
SERVICENOW INC COM
+$299.2K
7,428
-3%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$298.1K
4,820
+17%
增持
AME
AMETEK INC COM
+$289.2K
16,892
+14%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$279.0K
94,678
-4%
清仓
—
APTIV PLC SHS
-$273.1K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$273.1K
0
-100%
减持
LOW
LOWES COS INC COM
-$269.1K
13,998
-24%
减持
HD
HOME DEPOT INC COM
-$267.9K
21,076
-12%
增持
XYL
XYLEM INC COM
+$266.9K
9,764
+80%
建仓
RHHBY
ROCHE HLDG LTD SPONSORED ADR
+$265.3K
13,872
减持
MS
MORGAN STANLEY COM NEW
-$262.6K
12,444
-31%
清仓
DVN
DEVON ENERGY CORP NEW COM
-$262.2K
0
-100%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$259.6K
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
+$258.4K
157,500
-1%
减持
MRK
MERCK & CO INC COM
+$258.3K
78,604
-2%
建仓
IVOG
VANGUARD S&P MID-CAP 400 GROWTH ETF
+$254.0K
5,428
减持
SBUX
STARBUCKS CORP COM
-$253.1K
29,780
-10%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$252.2K
0
-100%
建仓
FWONK
LIBERTY MEDIA CORP DEL COM LBTY ONE S C
+$247.3K
6,564
建仓
KMX
CARMAX INC COM
+$247.0K
5,896
清仓
—
LIBERTY MEDIA CORP DEL COM SER C FRMLA
-$245.8K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$244.3K
37,916
-4%
清仓
GLW
CORNING INC COM
-$242.9K
0
-100%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$242.8K
5,406
-52%
建仓
—
ROYAL CARIBBEAN GROUP COM
+$240.1K
4,624
清仓
MSCI
MSCI INC COM
-$239.2K
0
-100%
