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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 34
增持 44
减持 60
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$30.1M
883,932
+12%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$26.4M
568,290
+118%
增持
VTV
VANGUARD VALUE ETF
+$20.8M
2,125,304
+6%
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
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$15.6M
1,362,908
-5%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$11.3M
5,280,660
-1%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$10.3M
1,821,308
-1%
增持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
+$9.9M
1,728,326
+22%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$8.6M
85,282
-35%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$5.8M
401,934
+6%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$4.9M
1,133,912
-1%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$4.8M
7,050
-90%
减持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$4.6M
2,113,776
-3%
减持
MSFT
MICROSOFT CORP COM
+$4.6M
180,182
-3%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$3.5M
12,350
-82%
清仓
XTL
SPDR S&P TELECOM ETF
-$3.5M
0
-100%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$3.1M
2,440,074
-10%
减持
VIS
VANGUARD INDUSTRIALS ETF
-$2.8M
5,108
-85%
减持
AAPL
APPLE INC COM
+$2.7M
447,194
-5%
减持
IWV
ISHARES RUSSELL 3000 ETF
+$2.7M
197,004
-0%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$2.7M
9,014
-91%
减持
VOO
VANGUARD S&P 500 ETF
-$2.5M
66,620
-23%
增持
ACWI
ISHARES MSCI ACWI ETF
+$2.5M
397,488
+4%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$2.5M
396,606
-11%
清仓
XRT
SPDR S&P RETAIL ETF
-$2.3M
0
-100%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$2.3M
210,788
-3%
减持
AMZN
AMAZON COM INC COM
+$2.2M
206,558
-2%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$2.2M
191,482
-2%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$2.1M
12,344
-83%
减持
SPY
SPDR S&P 500 ETF TRUST
-$1.9M
200,844
-14%
减持
SYK
STRYKER CORPORATION COM
+$1.9M
146,200
-0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$1.7M
780,806
-4%
清仓
—
ACTIVISION BLIZZARD INC COM
-$1.7M
0
-100%
增持
META
META PLATFORMS INC CL A
+$1.7M
58,660
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$1.5M
42,472
+2%
增持
BX
BLACKSTONE INC COM
+$1.5M
101,436
+5%
减持
CSCO
CISCO SYS INC COM
-$1.4M
261,364
-12%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$1.4M
43,712
-42%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.3M
678,592
-2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
162,836
+5%
减持
REET
ISHARES GLOBAL REIT ETF
+$1.2M
1,086,438
-3%
增持
QCOM
QUALCOMM INC COM
+$1.2M
67,274
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.1M
35,386
+1%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.1M
84,458
+0%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$896.6K
415,598
-2%
建仓
GII
SPDR S&P GLOBAL INFRASTRUCTURE ETF
+$844.4K
31,540
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
+$827.2K
443,516
-4%
增持
COST
COSTCO WHSL CORP NEW COM
+$740.4K
6,496
+27%
建仓
—
UNITED STATES STL CORP NEW COM
+$737.9K
30,306
增持
—
EXXON MOBIL CORP COM
-$724.9K
111,598
+4%
建仓
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$723.6K
14,256
减持
MRK
MERCK & CO INC COM
-$718.1K
59,600
-23%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$704.4K
25,106
+7%
增持
AVGO
BROADCOM INC COM
+$691.7K
4,042
+7%
减持
LLY
ELI LILLY & CO COM
+$630.8K
27,664
-0%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$620.9K
40,920
-21%
增持
INTC
INTEL CORP COM
+$612.6K
82,148
+1%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$599.6K
28,142
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$592.0K
20,856
+13%
减持
V
VISA INC COM CL A
+$587.5K
38,748
-0%
增持
UBER
UBER TECHNOLOGIES INC COM
+$578.6K
37,658
+49%
增持
NOW
SERVICENOW INC COM
+$566.8K
7,532
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$528.5K
35,104
+3%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$511.5K
50,468
-33%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$504.7K
268,992
-1%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$484.0K
195,524
-2%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$463.8K
0
-100%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$460.7K
15,364
+6%
增持
BE
BLOOM ENERGY CORP COM CL A
+$457.6K
161,890
+45%
增持
PGR
PROGRESSIVE CORP COM
+$450.2K
42,160
+1%
建仓
—
TRANSOCEAN LTD REGISTERED SHS
+$449.2K
141,332
减持
IWB
ISHARES RUSSELL 1000 ETF
+$445.7K
35,808
-1%
建仓
—
BORR DRILLING LTD SHS
+$442.0K
120,000
增持
HON
HONEYWELL INTL INC COM
+$436.7K
34,086
+0%
减持
MSA
MSA SAFETY INC COM
+$436.6K
98,366
-1%
清仓
NVR
NVR INC COM
-$435.8K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP COM
+$429.1K
31,146
+33%
增持
MPC
MARATHON PETE CORP COM
+$422.2K
12,376
+89%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$421.6K
3,966
-69%
增持
ABT
ABBOTT LABS COM
+$416.5K
45,362
+6%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$412.6K
74,528
-18%
建仓
VTS
VITESSE ENERGY INC COMMON STOCK
+$405.1K
36,976
减持
ADBE
ADOBE INC COM
+$404.0K
10,428
-2%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$393.6K
68,128
-2%
建仓
—
SCORPIO TANKERS INC SHS
+$383.1K
12,588
减持
GOOG
ALPHABET INC CAP STK CL C
+$380.5K
175,468
-3%
减持
CRM
SALESFORCE INC COM
+$378.4K
14,998
-5%
建仓
—
INTERNATIONAL SEAWAYS INC COM
+$375.7K
16,506
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$367.1K
36,830
-42%
增持
RTX
RTX CORPORATION COM
+$365.3K
40,898
+9%
增持
BA
BOEING CO COM
+$363.3K
9,400
+4%
增持
NFLX
NETFLIX INC COM
+$352.3K
6,164
+1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$346.5K
57,084
-5%
减持
ZTS
ZOETIS INC CL A
+$341.8K
44,120
-4%
建仓
GLD
SPDR GOLD SHARES
+$336.0K
3,512
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$325.4K
27,702
-22%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$321.5K
10,226
+1%
建仓
—
LIBERTY GLOBAL LTD COM CL C
+$320.9K
34,400
清仓
—
LIBERTY GLOBAL PLC SHS CL C
-$320.9K
0
-100%
增持
LOW
LOWES COS INC COM
+$320.6K
15,940
+14%
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$320.5K
846
减持
JNJ
JOHNSON & JOHNSON COM
-$320.2K
79,884
-5%
减持
WM
WASTE MGMT INC DEL COM
+$315.9K
25,446
-1%
减持
MCD
MCDONALDS CORP COM
+$314.6K
23,706
-2%
增持
BAC
BANK AMERICA CORP COM
+$313.7K
97,848
+0%
减持
HD
HOME DEPOT INC COM
+$312.8K
20,190
-4%
增持
—
EATON CORP PLC SHS
+$311.0K
4,986
+84%
增持
DIS
DISNEY WALT CO COM
+$301.6K
25,478
+21%
减持
AMGN
AMGEN INC COM
+$298.4K
34,776
-1%
增持
WDAY
WORKDAY INC CL A
+$296.0K
9,382
+1%
建仓
RHHBY
ROCHE HLDG LTD SPONSORED ADR
+$294.5K
16,240
建仓
MU
MICRON TECHNOLOGY INC COM
+$294.3K
6,882
增持
MCO
MOODYS CORP COM
+$288.4K
7,100
+2%
建仓
IVOO
VANGUARD S&P MID-CAP 400 ETF
+$286.3K
6,088
增持
CVX
CHEVRON CORP NEW COM
-$285.6K
46,872
+5%
建仓
—
STAR BULK CARRIERS CORP. SHS PAR
+$285.1K
26,792
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$283.8K
90,920
-0%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$276.1K
3,844
-50%
建仓
HLT
HILTON WORLDWIDE HLDGS INC COM
+$269.8K
2,960
清仓
—
SEAGEN INC COM
-$267.6K
0
-100%
建仓
AFRM
AFFIRM HLDGS INC COM CL A
+$265.8K
10,806
减持
IWM
ISHARES RUSSELL 2000 ETF
-$265.4K
14,702
-25%
清仓
EL
LAUDER ESTEE COS INC CL A
-$263.5K
0
-100%
增持
SONY
SONY GROUP CORP SPONSORED ADR
+$257.9K
38,708
+1%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$256.8K
1,884
清仓
EBAY
EBAY INC. COM
-$253.1K
0
-100%
减持
PFE
PFIZER INC COM
-$252.4K
109,438
-1%
减持
NFG
NATIONAL FUEL GAS CO COM
-$251.8K
20,118
-31%
建仓
ES
EVERSOURCE ENERGY COM
+$248.2K
8,036
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$248.2K
16,484
+18%
建仓
GM
GENERAL MTRS CO COM
+$247.3K
13,756
建仓
FAST
FASTENAL CO COM
+$246.5K
7,604
减持
COIN
COINBASE GLOBAL INC COM CL A
+$246.4K
5,190
-5%
清仓
STZ
CONSTELLATION BRANDS INC CL A
-$244.3K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$243.9K
0
-100%
清仓
—
MARATHON OIL CORP COM
-$240.5K
0
-100%
建仓
RSG
REPUBLIC SVCS INC COM
+$239.5K
2,892
建仓
—
PINNACLE FINL PARTNERS INC COM
+$239.0K
5,476
建仓
COR
CENCORA INC COM
+$238.7K
2,322
增持
NSC
NORFOLK SOUTHN CORP COM
+$237.4K
10,406
+3%
建仓
D
DOMINION ENERGY INC COM
+$234.5K
9,966
减持
IVV
ISHARES CORE S&P 500 ETF
+$232.7K
76,362
-9%
增持
MA
MASTERCARD INCORPORATED CL A
+$230.3K
15,010
+0%
建仓
SIEGY
SIEMENS A G SPONSORED ADR
+$228.9K
4,890
建仓
BHP
BHP GROUP LTD SPONSORED ADS
+$225.4K
6,594
建仓
RBLX
ROBLOX CORP CL A
+$224.8K
9,826
建仓
TCEHY
TENCENT HOLDINGS LIMITED UNSPON ADR
+$223.9K
11,838
建仓
CTAS
CINTAS CORP COM
+$222.6K
738
建仓
KLAC
KLA CORP COM NEW
+$222.3K
764
建仓
XEL
XCEL ENERGY INC COM
+$220.3K
7,050
建仓
HPQ
HP INC COM
+$218.8K
14,398
