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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 34
减持 79
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$15.5M
632,161
-1%
增持
VUG
VANGUARD GROWTH ETF
+$14.5M
448,747
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$7.2M
218,318
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。
+898%
减持
AAPL
APPLE INC COM
+$6.6M
200,741
-3%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$5.4M
893,540
-1%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$3.1M
523,251
-2%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-$2.8M
1,062,355
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$2.7M
88,176
-0%
减持
IVV
ISHARES CORE S&P 500 ETF
-$2.6M
28,916
-18%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$2.3M
181,111
-2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.3M
70,314
+1%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$2.1M
243,783
-1%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$1.9M
1,156,120
-2%
增持
LLY
ELI LILLY & CO COM
+$1.8M
14,067
+0%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$1.8M
2,657,722
-1%
增持
VTV
VANGUARD VALUE ETF
+$1.7M
1,169,140
+2%
减持
SPY
SPDR S&P 500 ETF TRUST
+$1.4M
90,049
-1%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$1.4M
169,398
-8%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$1.4M
95,675
-2%
减持
MSFT
MICROSOFT CORP COM
+$1.3M
88,377
-3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$1.3M
386,530
-1%
增持
SYK
STRYKER CORPORATION COM
-$1.3M
73,622
+0%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$1.2M
84,008
-2%
增持
QCOM
QUALCOMM INC COM
+$1.1M
34,957
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$1.0M
37,845
-1%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$1.0M
5,608
-59%
增持
PANW
PALO ALTO NETWORKS INC COM
+$989.2K
17,787
+0%
减持
JNJ
JOHNSON & JOHNSON COM
-$926.3K
38,799
-7%
减持
VOO
VANGUARD S&P 500 ETF
-$739.9K
34,798
-8%
增持
TSLA
TESLA INC COM
+$691.1K
15,228
+15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$680.1K
46,250
-0%
减持
INTC
INTEL CORP COM
-$656.0K
37,903
-9%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$647.9K
29,165
+58%
增持
WMT
WALMART INC COM
+$611.5K
78,809
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$605.9K
25,135
+6%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$599.5K
138,756
-3%
增持
ACWI
ISHARES MSCI ACWI ETF
+$591.8K
200,042
+1%
减持
REET
ISHARES GLOBAL REIT ETF
-$584.3K
518,381
-3%
增持
AVGO
BROADCOM INC COM
+$578.2K
2,093
+0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$562.3K
6,743
-10%
减持
BE
BLOOM ENERGY CORP COM CL A
-$538.2K
21,106
-70%
减持
META
META PLATFORMS INC CL A
+$476.3K
26,438
-0%
减持
CVS
CVS HEALTH CORP COM
-$459.1K
6,383
-39%
减持
V
VISA INC COM CL A
-$450.3K
19,211
-2%
减持
AMGN
AMGEN INC COM
+$443.4K
17,248
-1%
减持
AMZN
AMAZON COM INC COM
+$420.7K
90,323
-4%
减持
CMCSA
COMCAST CORP NEW CL A
-$410.7K
76,587
-3%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$403.4K
32,983
-7%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$401.2K
198,244
-2%
减持
BX
BLACKSTONE INC COM
-$394.8K
51,272
-0%
减持
MSA
MSA SAFETY INC COM
-$389.8K
48,249
-1%
增持
ADBE
ADOBE INC COM
+$385.6K
5,489
+4%
减持
XRT
SPDR S&P RETAIL ETF
-$385.3K
6,076
-43%
减持
VO
VANGUARD MID-CAP ETF
-$382.3K
2,923
-33%
清仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$380.4K
0
-100%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$379.3K
339,135
-0%
减持
SLB
SCHLUMBERGER LTD COM STK
-$376.1K
39,505
-3%
减持
MCD
MCDONALDS CORP COM
-$375.0K
11,899
-2%
减持
PEP
PEPSICO INC COM
-$374.0K
18,340
-5%
增持
COST
COSTCO WHSL CORP NEW COM
+$360.0K
2,980
+0%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$357.5K
23,823
-2%
减持
COP
CONOCOPHILLIPS COM
-$350.4K
25,634
-1%
减持
ORCL
ORACLE CORP COM
+$348.8K
27,191
-2%
减持
IWV
ISHARES RUSSELL 3000 ETF
+$341.9K
95,766
-2%
减持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$335.2K
207,083
-1%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$332.9K
173,743
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$332.1K
8,324
+2%
减持
MA
MASTERCARD INCORPORATED CL A
-$331.4K
7,669
-1%
增持
ABBV
ABBVIE INC COM
-$326.1K
32,805
+0%
减持
DIS
DISNEY WALT CO COM
-$318.7K
11,960
-3%
建仓
GEV
GE VERNOVA INC COM
+$308.9K
1,801
清仓
—
LAKELAND BANCORP INC COM
-$300.0K
0
-100%
建仓
HUM
HUMANA INC COM
+$296.6K
792
建仓
PFS
PROVIDENT FINL SVCS INC COM
+$295.9K
20,623
增持
CRM
SALESFORCE INC COM
-$294.5K
6,853
+0%
减持
TRGP
TARGA RES CORP COM
+$292.6K
17,456
-0%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$289.8K
29,674
-8%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$281.9K
105,091
-1%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$279.4K
0
-100%
清仓
—
PIONEER NAT RES CO COM
-$279.0K
0
-100%
清仓
CNC
CENTENE CORP DEL COM
-$276.3K
0
-100%
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$274.8K
3,524
建仓
NSRGY
NESTLE S A SPONSORED ADR
+$274.7K
2,681
减持
ITW
ILLINOIS TOOL WKS INC COM
-$273.0K
8,383
-0%
建仓
HDB
HDFC BANK LTD SPONSORED ADS
+$271.1K
4,214
清仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$267.3K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC COM
+$267.1K
493
减持
MRK
MERCK & CO INC COM
-$266.0K
31,290
-0%
建仓
RHHBY
ROCHE HLDG LTD SPONSORED ADR
+$263.3K
7,595
增持
HD
HOME DEPOT INC COM
-$262.3K
10,476
+4%
减持
LOW
LOWES COS INC COM
-$261.2K
7,019
-1%
减持
WDAY
WORKDAY INC CL A
-$254.2K
4,569
-2%
建仓
TROW
PRICE T ROWE GROUP INC COM
+$244.3K
2,118
清仓
—
LIBERTY MEDIA CORP DEL COM LBTY SRM S A
-$243.1K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$242.5K
0
-100%
清仓
TM
TOYOTA MOTOR CORP ADS
-$239.9K
0
-100%
清仓
MATW
MATTHEWS INTL CORP CL A
-$239.7K
0
-100%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$238.3K
28,211
-5%
减持
NKE
NIKE INC CL B
-$237.1K
8,670
-9%
减持
AMAT
APPLIED MATLS INC COM
+$237.1K
7,981
-0%
清仓
—
PINNACLE FINL PARTNERS INC COM
-$236.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$233.2K
7,751
-6%
清仓
EL
LAUDER ESTEE COS INC CL A
-$227.4K
0
-100%
建仓
ALB
ALBEMARLE CORP COM
+$227.2K
2,368
建仓
TCEHY
TENCENT HOLDINGS LIMITED UNSPON ADR
+$226.6K
4,784
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$225.3K
1,003
清仓
DXCM
DEXCOM INC COM
-$222.2K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC COM
+$221.9K
426
+5%
减持
ABNB
AIRBNB INC COM CL A
-$219.8K
16,119
-0%
清仓
AFRM
AFFIRM HLDGS INC COM CL A
-$218.9K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$217.5K
13,566
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$215.2K
141,203
-2%
清仓
SNA
SNAP ON INC COM
-$211.8K
0
-100%
清仓
ARKW
ARK NEXT GENERATION INTERNET ETF
-$211.6K
0
-100%
减持
—
LINDE PLC SHS
-$208.9K
2,820
-9%
清仓
GIS
GENERAL MLS INC COM
-$208.7K
0
-100%
清仓
WAT
WATERS CORP COM
-$207.6K
0
-100%
减持
HAL
HALLIBURTON CO COM
-$207.3K
33,561
-1%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$207.2K
2,453
+11%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$205.7K
5,005
-2%
建仓
SYF
SYNCHRONY FINANCIAL COM
+$205.7K
4,358
清仓
KR
KROGER CO COM
-$205.4K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW COM
-$205.2K
0
-100%
减持
NFLX
NETFLIX INC COM
+$204.7K
3,085
-0%
建仓
GD
GENERAL DYNAMICS CORP COM
+$202.2K
697
清仓
GPN
GLOBAL PMTS INC COM
-$201.4K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$200.8K
24,086
-17%
建仓
—
DUPONT DE NEMOURS INC COM
+$200.7K
2,494
增持
NSC
NORFOLK SOUTHN CORP COM
-$198.9K
5,243
+1%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$196.7K
5,004
-30%
减持
CE
CELANESE CORP DEL COM
-$194.7K
5,214
-0%
增持
ABT
ABBOTT LABS COM
-$193.4K
22,549
+1%
增持
CSCO
CISCO SYS INC COM
-$188.6K
133,337
+2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$184.4K
7,352
-1%
减持
UNP
UNION PAC CORP COM
-$178.0K
5,194
-5%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$177.0K
11,616
+0%
清仓
F
FORD MTR CO DEL COM
-$172.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$170.0K
11,208
+2%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$165.8K
41,326
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$165.7K
13,726
+1%
减持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
-$165.7K
551,687
-1%
减持
—
AON PLC SHS CL A
-$163.0K
3,374
-2%
减持
NUE
NUCOR CORP COM
-$162.4K
4,015
-0%
增持
MCO
MOODYS CORP COM
+$161.7K
2,866
+8%
增持
TFC
TRUIST FINL CORP COM
+$160.0K
9,649
+75%
减持
GE
GE AEROSPACE COM NEW
-$157.1K
6,876
-3%
减持
COIN
COINBASE GLOBAL INC COM CL A
-$152.3K
2,259
-8%
增持
JPM
JPMORGAN CHASE & CO. COM
+$151.7K
44,779
+1%
增持
PFE
PFIZER INC COM
+$148.0K
59,340
+9%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$147.2K
22,079
-12%
