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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 21
增持 43
减持 67
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
FCF
FIRST COMWLTH FINL CORP PA COM
+$14.6M
2,409,716
+10699%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$13.8M
1,433,670
-4%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$7.6M
1,834,736
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。
-2%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$6.6M
693,060
-12%
减持
AAPL
APPLE INC COM
-$6.1M
471,658
-2%
减持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
-$4.8M
1,420,614
-6%
增持
VUG
VANGUARD GROWTH ETF
-$3.6M
788,234
+1%
减持
REET
ISHARES GLOBAL REIT ETF
-$3.5M
1,115,442
-17%
增持
STBA
S & T BANCORP INC COM
+$3.4M
293,116
+581%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$3.2M
2,718,402
-0%
减持
MSFT
MICROSOFT CORP COM
-$3.1M
185,378
-3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$3.0M
810,116
-4%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$3.0M
1,149,268
-4%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$3.0M
195,176
-5%
增持
VTV
VANGUARD VALUE ETF
-$2.8M
2,002,754
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$2.8M
132,180
-4%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$2.7M
260,538
-10%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$2.6M
5,338,336
+3%
减持
SYK
STRYKER CORPORATION COM
-$2.4M
146,394
-0%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$2.2M
425,384
-10%
减持
SPY
SPDR S&P 500 ETF TRUST
-$2.1M
232,270
-0%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$2.0M
380,576
-3%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.5M
83,464
-5%
增持
CPB
CAMPBELL SOUP CO COM
+$1.4M
305,608
+44%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$1.4M
67,370
-15%
减持
VOO
VANGUARD S&P 500 ETF
-$1.3M
86,710
-4%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$1.2M
31,476
-53%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$1.2M
216,652
+2%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$1.1M
75,302
-20%
建仓
—
COMMERCIAL NATL FINL CORP PA COM
+$1.1M
203,206
减持
IWV
ISHARES RUSSELL 3000 ETF
-$1.0M
197,536
-1%
增持
LLY
ELI LILLY & CO COM
+$988.6K
27,676
+1%
减持
VO
VANGUARD MID-CAP ETF
-$965.9K
5,208
-62%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$929.7K
2,168,996
+9%
减持
GOOG
ALPHABET INC CAP STK CL C
+$921.5K
181,786
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$888.8K
8,240
+159%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$835.5K
464,226
-2%
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$833.6K
0
-100%
增持
AMGN
AMGEN INC COM
+$821.7K
35,050
+0%
减持
MSA
MSA SAFETY INC COM
-$819.6K
99,808
-0%
减持
VIS
VANGUARD INDUSTRIALS ETF
-$811.9K
34,378
-15%
增持
CVX
CHEVRON CORP NEW COM
+$798.7K
44,846
+18%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$797.6K
155,804
-1%
减持
JNJ
JOHNSON & JOHNSON COM
-$779.7K
84,500
-5%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$750.1K
65,332
-31%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$733.4K
72,696
+52%
增持
BX
BLACKSTONE INC COM
+$695.9K
96,334
+0%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$651.2K
121,504
-3%
增持
ABBV
ABBVIE INC COM
+$585.8K
64,326
+3%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$579.7K
23,424
+6%
减持
MRK
MERCK & CO INC COM
-$575.2K
76,952
-2%
减持
KO
COCA COLA CO COM
-$557.0K
122,306
-7%
建仓
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$555.9K
18,064
清仓
XYL
XYLEM INC COM
-$550.4K
0
-100%
增持
META
META PLATFORMS INC CL A
+$532.1K
57,922
+2%
建仓
TMP
TOMPKINS FINL CORP COM
+$528.0K
21,532
减持
HON
HONEYWELL INTL INC COM
-$521.9K
33,972
-4%
减持
XRT
SPDR S&P RETAIL ETF
-$519.9K
76,198
-14%
增持
NFG
NATIONAL FUEL GAS CO COM
+$516.2K
29,054
+207%
减持
RTX
RTX CORPORATION COM
-$508.6K
37,674
-1%
减持
—
EXXON MOBIL CORP COM
+$483.6K
107,212
-1%
减持
MCD
MCDONALDS CORP COM
-$469.4K
24,296
-1%
建仓
NOG
NORTHERN OIL & GAS INC COM
+$456.1K
22,650
增持
ACWI
ISHARES MSCI ACWI ETF
-$449.2K
383,736
+1%
增持
COP
CONOCOPHILLIPS COM
+$432.0K
51,698
+0%
增持
SLB
SCHLUMBERGER LTD COM STK
+$430.8K
87,486
+1%
减持
PFE
PFIZER INC COM
-$421.0K
110,188
-10%
减持
ABT
ABBOTT LABS COM
-$399.2K
42,962
-6%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$395.1K
19,604
-14%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$391.7K
445,162
-2%
减持
AMZN
AMAZON COM INC COM
-$385.8K
211,696
-0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$385.8K
75,114
-15%
减持
ORCL
ORACLE CORP COM
-$384.6K
57,648
-0%
减持
NEE
NEXTERA ENERGY INC COM
-$380.7K
34,498
-6%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$375.8K
69,506
+19%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$375.5K
271,646
-1%
清仓
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$364.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$362.3K
41,468
+1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$354.7K
171,454
-6%
增持
PANW
PALO ALTO NETWORKS INC COM
-$350.2K
35,122
+0%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$344.7K
13,918
减持
PEP
PEPSICO INC COM
-$338.6K
39,590
-1%
减持
DIS
DISNEY WALT CO COM
-$334.7K
21,042
-21%
增持
CSCO
CISCO SYS INC COM
+$321.1K
298,652
+0%
建仓
WSBC
WESBANCO INC COM
+$320.0K
26,180
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$314.9K
19,080
+0%
建仓
—
LAKELAND BANCORP INC COM
+$313.2K
49,582
增持
HAL
HALLIBURTON CO COM
+$297.0K
78,020
+0%
清仓
ED
CONSOLIDATED EDISON INC COM
-$294.0K
0
-100%
建仓
—
STERIS PLC SHS USD
+$292.6K
2,664
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$286.6K
198,726
+0%
减持
SM
SM ENERGY CO COM
+$278.4K
71,096
-1%
增持
T
AT&T INC COM
+$278.3K
151,074
+41%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$276.5K
74,942
-13%
清仓
D
DOMINION ENERGY INC COM
-$272.2K
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL COM LBTY SRM S A
-$270.3K
0
-100%
清仓
RHHBY
ROCHE HLDG LTD SPONSORED ADR
-$265.3K
0
-100%
清仓
DTD
WISDOMTREE U.S. TOTAL DIVIDEND FUND
-$260.0K
0
-100%
清仓
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
-$255.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$254.7K
90,952
-1%
增持
BKNG
BOOKING HOLDINGS INC COM
+$254.3K
874
+8%
清仓
IVOG
VANGUARD S&P MID-CAP 400 GROWTH ETF
-$254.0K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$245.5K
27,484
-10%
建仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$243.9K
1,108
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$242.8K
38,358
-17%
建仓
—
MARATHON OIL CORP COM
+$240.5K
17,960
增持
CMCSA
COMCAST CORP NEW CL A
+$234.4K
158,152
+0%
增持
QCOM
QUALCOMM INC COM
-$232.2K
66,742
+1%
建仓
—
CONSOL ENERGY INC NEW COM
+$227.5K
4,332
建仓
MOH
MOLINA HEALTHCARE INC COM
+$226.5K
1,380
清仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
-$225.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
-$223.6K
85,300
+0%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$220.3K
51,680
-1%
增持
WM
WASTE MGMT INC DEL COM
-$219.6K
25,756
+2%
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$217.8K
5,784
清仓
CNC
CENTENE CORP DEL COM
-$216.3K
0
-100%
减持
V
VISA INC COM CL A
-$215.5K
38,756
-2%
建仓
WAT
WATERS CORP COM
+$214.6K
1,564
建仓
NVO
NOVO-NORDISK A S ADR
+$213.4K
4,688
建仓
—
VMWARE INC CL A COM
+$212.6K
2,552
清仓
MU
MICRON TECHNOLOGY INC COM
-$212.3K
0
-100%
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$211.9K
4,156
清仓
COR
AMERISOURCEBERGEN CORP COM
-$211.3K
0
-100%
建仓
—
LIBERTY MEDIA CORP DEL COM LBTY SRM S A
+$209.7K
16,460
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$208.6K
91,134
-1%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$208.1K
7,696
-21%
清仓
SNA
SNAP ON INC COM
-$206.6K
0
-100%
清仓
GM
GENERAL MTRS CO COM
-$205.9K
0
-100%
清仓
DXCM
DEXCOM INC COM
-$205.7K
0
-100%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$205.4K
5,466
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$204.4K
6,966
-16%
建仓
MSCI
MSCI INC COM
+$204.4K
796
清仓
LHX
L3HARRIS TECHNOLOGIES INC COM
-$203.0K
0
-100%
建仓
TDS
TELEPHONE & DATA SYS INC COM NEW
+$201.5K
21,986
清仓
SIEGY
SIEMENS A G SPONSORED ADR
-$200.5K
0
-100%
增持
NFLX
NETFLIX INC COM
-$189.7K
6,084
+0%
减持
ELV
ELEVANCE HEALTH INC COM
-$188.1K
2,200
-27%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$180.6K
36,032
-1%
减持
NSC
NORFOLK SOUTHN CORP COM
-$175.0K
10,082
-2%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$174.6K
8,386
+55%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$174.5K
17,442
-0%
增持
—
ACTIVISION BLIZZARD INC COM
+$172.2K
36,292
+0%
增持
PGR
PROGRESSIVE CORP COM
+$172.0K
41,750
+1%
增持
JPM
JPMORGAN CHASE & CO COM
+$171.9K
84,044
+3%
增持
TRGP
TARGA RES CORP COM
+$171.5K
35,118
+0%
增持
ABNB
AIRBNB INC COM CL A
+$164.6K
32,186
+1%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$163.5K
6,900
-34%
减持
LVS
LAS VEGAS SANDS CORP COM
-$158.3K
24,258
-1%
增持
RCI
ROGERS COMMUNICATIONS INC CL B
-$153.1K
42,876
+0%
增持
VB
VANGUARD SMALL-CAP ETF
-$151.4K
31,660
+0%
