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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 66
减持 60
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
-$26.0M
72,495
-50%
增持
VUG
VANGUARD INDEX FDS
+$24.7M
499,584
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$20.3M
91,236
+100%
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。
增持
IGF
ISHARES TR
+$18.4M
925,897
+68%
减持
IWF
ISHARES TR
+$13.4M
591,369
-1%
建仓
JAAA
JANUS DETROIT STR TR
+$12.6M
248,467
增持
BX
BLACKSTONE INC
+$9.7M
101,538
+99%
增持
VTV
VANGUARD INDEX FDS
+$9.3M
1,315,696
+8%
增持
IXUS
ISHARES TR
-$8.5M
2,765,413
+5%
减持
BILS
SPDR SER TR
-$7.2M
84,783
-46%
增持
AVGO
BROADCOM INC
+$7.1M
48,224
+104%
减持
IWD
ISHARES TR
-$5.1M
850,844
-1%
减持
NVDA
NVIDIA CORPORATION
-$3.9M
172,700
-23%
增持
SCZ
ISHARES TR
+$3.8M
81,143
+386%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$3.3M
509,135
-0%
减持
AAPL
APPLE INC
+$3.2M
200,559
-1%
增持
AMZN
AMAZON COM INC
+$3.2M
93,337
+1%
减持
TRGP
TARGA RES CORP
-$3.0M
12,496
-65%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$2.8M
71,000
-41%
增持
BAC
BANK AMERICA CORP
+$2.6M
111,122
+97%
增持
BKNG
BOOKING HOLDINGS INC
+$2.4M
816
+103%
减持
TSLA
TESLA INC
+$2.3M
16,363
-0%
减持
GOOG
ALPHABET INC
+$2.0M
87,707
-0%
增持
GOOGL
ALPHABET INC
+$1.9M
74,413
+1%
建仓
BLK
BLACKROCK INC
+$1.8M
1,750
增持
CBFV
CB FINL SVCS INC
+$1.8M
120,612
+100%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
47,832
+4%
增持
CAT
CATERPILLAR INC
+$1.7M
9,794
+103%
增持
LLY
ELI LILLY & CO
-$1.5M
14,113
+1%
增持
MSTR
MICROSTRATEGY INC
+$1.5M
7,284
+115%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.5M
9,798
-51%
减持
REET
ISHARES TR
-$1.5M
499,037
-1%
增持
VBK
VANGUARD INDEX FDS
+$1.5M
96,476
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.4M
366,063
-2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.3M
4
+100%
减持
ATI
ATI INC
-$1.3M
12,594
-58%
减持
IWN
ISHARES TR
-$1.2M
232,917
-1%
减持
AMGN
AMGEN INC
-$1.2M
17,010
-2%
减持
RWO
SPDR INDEX SHS FDS
-$1.1M
191,247
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.0M
35,333
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$953.3K
28,498
+124%
增持
BA
BOEING CO
+$921.9K
9,874
+82%
增持
TROW
PRICE T ROWE GROUP INC
+$902.7K
9,958
+386%
增持
CSCO
CISCO SYS INC
+$881.3K
136,145
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$855.8K
12,045
+1%
增持
V
VISA INC
+$846.3K
19,352
+1%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$840.7K
159,416
-4%
减持
JNJ
JOHNSON & JOHNSON
-$817.3K
39,800
-2%
减持
QCOM
QUALCOMM INC
-$814.0K
33,013
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$804.9K
88,832
-1%
增持
IEFA
ISHARES TR
-$804.8K
107,219
+0%
增持
CPB
THE CAMPBELLS COMPANY
-$773.7K
135,201
+3%
减持
WMT
WALMART INC
+$769.1K
79,683
-0%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$767.9K
0
-100%
减持
HD
HOME DEPOT INC
-$755.6K
9,641
-13%
增持
CVNA
CARVANA CO
+$719.5K
6,180
+100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$687.2K
15,723
+247%
增持
COST
COSTCO WHSL CORP NEW
+$679.4K
3,676
+21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$663.0K
17,479
-43%
增持
NOW
SERVICENOW INC
+$657.5K
3,843
+1%
减持
ZTS
ZOETIS INC
-$656.0K
20,030
-0%
减持
IWV
ISHARES TR
+$641.3K
91,536
-0%
减持
KO
COCA COLA CO
-$630.8K
60,423
-0%
减持
SYY
SYSCO CORP
-$626.8K
7,756
-50%
增持
AEP
AMERICAN ELEC PWR CO INC
+$625.0K
10,861
+196%
建仓
INSM
INSMED INC
+$607.6K
8,800
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$594.4K
21,128
+93%
减持
NFLX
NETFLIX INC
+$580.8K
3,206
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$557.5K
3,328
+22%
增持
MSFT
MICROSOFT CORP
-$549.1K
92,534
+1%
减持
VNQ
VANGUARD INDEX FDS
-$544.8K
44,462
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$530.8K
143,746
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$530.8K
12,940
+101%
减持
EFA
ISHARES TR
-$524.4K
11,028
-32%
增持
MUB
ISHARES TR
+$521.7K
355,064
+3%
减持
MRK
MERCK & CO INC
-$511.7K
30,537
-2%
建仓
LRCX
LAM RESEARCH CORP
+$510.5K
7,068
减持
AMD
ADVANCED MICRO DEVICES INC
-$505.2K
11,234
-1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$497.9K
1,008,518
-3%
增持
MSA
MSA SAFETY INC
-$497.5K
43,014
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$487.2K
10,238
+101%
增持
—
ACCENTURE PLC IRELAND
+$472.9K
8,413
+20%
减持
XLK
SELECT SECTOR SPDR TR
-$472.8K
1,854
-54%
减持
ADBE
ADOBE INC
-$472.7K
5,283
-3%
增持
VTEB
VANGUARD MUN BD FDS
-$466.7K
1,174,659
+1%
减持
XTL
SPDR SER TR
-$457.1K
2,474
-66%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$453.3K
6,175
-64%
建仓
COF
CAPITAL ONE FINL CORP
+$432.6K
2,426
增持
CARR
CARRIER GLOBAL CORPORATION
+$430.0K
16,532
+91%
增持
—
EXXON MOBIL CORP
-$422.1K
51,110
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$418.1K
36,222
+101%
减持
TGT
TARGET CORP
-$416.8K
2,068
-54%
减持
ACWI
ISHARES TR
-$411.7K
199,270
-0%
增持
CWB
SPDR SER TR
+$406.5K
205,316
+1%
建仓
ACH
OWENS & MINOR INC NEW
+$405.8K
31,050
减持
SNPS
SYNOPSYS INC
-$404.7K
777
-50%
增持
—
CARNIVAL CORP
+$403.5K
25,680
+101%
增持
ISRG
INTUITIVE SURGICAL INC
+$397.1K
3,064
+25%
减持
AMAT
APPLIED MATLS INC
-$396.7K
7,609
-6%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$396.4K
4,886
-4%
增持
HON
HONEYWELL INTL INC
+$391.1K
16,672
+2%
增持
META
META PLATFORMS INC
+$391.1K
27,030
+0%
清仓
XLY
SELECT SECTOR SPDR TR
-$385.1K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$384.1K
7,773
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$368.5K
3,244
-2%
减持
PEP
PEPSICO INC
-$366.4K
17,813
-2%
增持
EQT
EQT CORP
+$362.6K
37,323
+1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$351.7K
1,978
+121%
建仓
LII
LENNOX INTL INC
+$345.5K
567
增持
FHI
FEDERATED HERMES INC
+$340.3K
14,637
+106%
减持
—
STERIS PLC
-$333.0K
1,148
-51%
增持
ALB
ALBEMARLE CORP
+$330.0K
6,405
+172%
清仓
AES
AES CORP
-$324.8K
0
-100%
增持
VBR
VANGUARD INDEX FDS
-$323.0K
172,974
+0%
建仓
APP
APPLOVIN CORP
+$322.5K
996
减持
CMCSA
COMCAST CORP NEW
-$317.4K
73,486
-0%
清仓
SMFG
SUMITOMO MITSUI FINL GROUP I
-$309.1K
0
-100%
减持
CRM
SALESFORCE INC
+$299.0K
7,257
-7%
减持
PFE
PFIZER INC
-$298.0K
56,836
-9%
增持
HRB
BLOCK H & R INC
+$297.1K
13,902
+100%
减持
CI
THE CIGNA GROUP
-$290.1K
3,530
-3%
减持
IJH
ISHARES TR
-$288.1K
199,327
-2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$282.8K
862
+34%
减持
UBER
UBER TECHNOLOGIES INC
-$282.5K
17,778
-1%
减持
ELV
ELEVANCE HEALTH INC
-$280.1K
852
-25%
减持
XLF
SELECT SECTOR SPDR TR
-$272.7K
11,625
-37%
增持
UPS
UNITED PARCEL SERVICE INC
+$269.8K
5,649
+74%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$264.8K
85,072
+1%
增持
NEE
NEXTERA ENERGY INC
-$262.0K
24,047
+2%
清仓
NVS
NOVARTIS AG
-$261.4K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
-$257.7K
19,496
+1%
建仓
—
LIBERTY MEDIA CORP DEL
+$255.8K
3,758
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$246.0K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$245.6K
2,414
+93%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$245.0K
716
建仓
—
PINNACLE FINL PARTNERS INC
+$238.8K
2,088
增持
SCHB
SCHWAB STRATEGIC TR
+$237.0K
450,000
+200%
建仓
ANET
ARISTA NETWORKS INC
+$235.7K
2,132
减持
MPWR
MONOLITHIC PWR SYS INC
-$235.1K
612
-5%
增持
PGR
PROGRESSIVE CORP
-$234.5K
21,414
+1%
清仓
KHC
KRAFT HEINZ CO
-$232.8K
0
-100%
清仓
PPG
PPG INDS INC
-$230.9K
0
-100%
建仓
EXPE
EXPEDIA GROUP INC
+$230.9K
1,239
清仓
—
MARATHON OIL CORP
-$229.4K
0
-100%
减持
IVV
ISHARES TR
+$228.0K
35,256
-1%
增持
CBRE
CBRE GROUP INC
+$226.4K
3,268
+101%
减持
HCA
HCA HEALTHCARE INC
-$226.4K
1,522
-9%
清仓
FCX
FREEPORT-MCMORAN INC
-$225.8K
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$224.6K
1,245
减持
RTX
RTX CORPORATION
-$223.4K
21,551
-4%
