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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 33
减持 95
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$51.6M
11,526
-99%
增持
VUG
VANGUARD INDEX FDS
+$45.9M
558,569
+4%
增持
IWF
ISHARES TR
+$38.5M
593,071
+0%
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。
建仓
IUSG
ISHARES TR
+$27.3M
181,518
建仓
IUSV
ISHARES TR
+$25.0M
263,908
减持
IXUS
ISHARES TR
+$15.3M
2,604,706
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$14.4M
548,128
+12%
增持
IWD
ISHARES TR
+$9.7M
892,418
+3%
增持
VTV
VANGUARD INDEX FDS
+$8.1M
1,449,416
+0%
减持
MUB
ISHARES TR
-$6.4M
223,576
-21%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$6.3M
218,735
+46%
减持
VTEB
VANGUARD MUN BD FDS
-$6.2M
859,205
-12%
减持
MSFT
MICROSOFT CORP
+$6.1M
50,866
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$4.1M
86,405
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.9M
32,947
-12%
增持
IWV
ISHARES TR
+$3.2M
92,577
+1%
增持
JAAA
JANUS DETROIT STR TR
+$3.2M
533,201
+13%
减持
META
META PLATFORMS INC
+$2.6M
15,915
-0%
减持
ACWI
ISHARES TR
+$2.4M
200,195
-0%
减持
IGF
ISHARES TR
+$2.4M
648,780
-2%
减持
VBK
VANGUARD INDEX FDS
+$2.3M
93,198
-0%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
43,896
+0%
减持
AAPL
APPLE INC
-$2.0M
112,665
-0%
减持
IVV
ISHARES TR
+$1.7M
34,036
-2%
减持
SYK
STRYKER CORPORATION
+$1.6M
69,951
-0%
减持
IWO
ISHARES TR
+$1.6M
68,351
-3%
减持
VBR
VANGUARD INDEX FDS
+$1.5M
167,804
-0%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
37,996
+2%
减持
GOOG
ALPHABET INC
+$1.2M
61,761
-1%
增持
BX
BLACKSTONE INC
+$1.2M
53,954
+10%
减持
AMZN
AMAZON COM INC
+$1.2M
42,194
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.2M
30,898
-12%
减持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
350,620
-1%
减持
CWB
SPDR SERIES TRUST
+$1.1M
200,274
-1%
减持
IWN
ISHARES TR
+$1.1M
219,355
-1%
减持
PANW
PALO ALTO NETWORKS INC
+$1.1M
34,099
-2%
建仓
—
ASML HOLDING N V
+$1.0M
1,296
减持
BILS
SPDR SERIES TRUST
-$967.8K
63,010
-13%
增持
ORCL
ORACLE CORP
+$917.1K
11,577
+0%
减持
CSCO
CISCO SYS INC
+$864.9K
113,092
-0%
增持
IEFA
ISHARES TR
+$864.0K
102,234
+1%
减持
AVGO
BROADCOM INC
+$858.2K
7,967
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$847.2K
22,796
-3%
减持
NOW
SERVICENOW INC
+$815.5K
3,595
-1%
增持
VGT
VANGUARD WORLD FD
+$768.2K
5,649
+3%
减持
CVX
CHEVRON CORP NEW
-$761.5K
15,884
-12%
清仓
HAL
HALLIBURTON CO
-$761.4K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$719.3K
138,451
-2%
减持
MSTR
MICROSTRATEGY INC
+$716.5K
6,234
-0%
减持
ABBV
ABBVIE INC
-$713.1K
27,939
-1%
清仓
FTRB
FEDERATED HERMES ETF TRUST
-$705.8K
0
-100%
减持
GOOGL
ALPHABET INC
+$697.7K
34,274
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$682.7K
46,990
+2%
减持
JNJ
JOHNSON & JOHNSON
-$588.4K
27,520
-5%
减持
STBA
S & T BANCORP INC
-$549.0K
129,058
-12%
减持
IWB
ISHARES TR
+$512.7K
16,307
-0%
减持
GNL
GLOBAL NET LEASE INC
-$483.6K
62,651
-47%
减持
IJH
ISHARES TR
+$461.9K
193,277
-2%
减持
WMT
WALMART INC
+$461.1K
51,174
-1%
增持
SCZ
ISHARES TR
+$457.9K
43,955
+2%
增持
RBRK
RUBRIK INC.
+$455.5K
7,707
+100%
减持
AMGN
AMGEN INC
-$436.3K
12,989
-0%
减持
PG
PROCTER AND GAMBLE CO
-$417.6K
26,031
-3%
减持
AGG
ISHARES TR
-$405.6K
42,030
-9%
增持
TSLA
TESLA INC
+$404.0K
5,500
+6%
减持
XLV
SELECT SECTOR SPDR TR
-$403.4K
10,747
-15%
减持
LLY
ELI LILLY & CO
-$395.1K
7,735
-1%
减持
—
EXXON MOBIL CORP
-$380.8K
29,227
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$380.7K
92,069
-0%
建仓
COF
CAPITAL ONE FINL CORP
+$374.7K
1,761
减持
MSA
MSA SAFETY INC
-$361.7K
34,610
-18%
增持
RTX
RTX CORPORATION
+$347.6K
14,812
+8%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$345.3K
2,620
增持
QQQ
INVESCO QQQ TR
+$340.2K
3,929
+1%
减持
PGR
PROGRESSIVE CORP
-$332.7K
16,621
-1%
减持
COP
CONOCOPHILLIPS
-$315.7K
20,432
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$312.5K
944
-19%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$312.5K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$309.3K
8,201
-0%
建仓
FLOT
ISHARES TR
+$304.2K
5,962
减持
VNQ
VANGUARD INDEX FDS
-$298.3K
36,318
-7%
减持
NFLX
NETFLIX INC
+$297.0K
735
-0%
增持
SUB
ISHARES TR
+$294.7K
6,679
+70%
减持
SLB
SCHLUMBERGER LTD
-$292.0K
36,324
-0%
建仓
RBLX
ROBLOX CORP
+$274.6K
2,610
建仓
ARTY
ISHARES TR
+$273.5K
6,670
清仓
CE
CELANESE CORP DEL
-$264.6K
0
-100%
建仓
SOXX
ISHARES TR
+$258.4K
1,083
减持
UBER
UBER TECHNOLOGIES INC
+$254.2K
12,793
-1%
减持
EQT
EQT CORP
-$249.0K
22,700
-23%
增持
BKNG
BOOKING HOLDINGS INC
+$243.9K
105
+33%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$235.8K
6,820
+21%
减持
MCD
MCDONALDS CORP
-$235.6K
7,056
-4%
减持
HON
HONEYWELL INTL INC
+$231.7K
13,300
-2%
减持
MRK
MERCK & CO INC
-$223.2K
14,872
-5%
建仓
COIN
COINBASE GLOBAL INC
+$222.9K
636
减持
VTWG
VANGUARD SCOTTSDALE FDS
-$222.1K
1,426
-49%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$219.5K
3,615
+0%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$215.7K
393
减持
PEP
PEPSICO INC
-$213.8K
10,487
-2%
建仓
PYPL
PAYPAL HLDGS INC
+$212.1K
2,854
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$209.1K
0
-100%
清仓
—
UNITED STATES STL CORP NEW
-$209.1K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$206.4K
3,965
清仓
SBUX
STARBUCKS CORP
-$205.9K
0
-100%
建仓
HUBB
HUBBELL INC
+$204.2K
500
清仓
CL
COLGATE PALMOLIVE CO
-$202.3K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$200.7K
11,943
-3%
增持
CBU
COMMUNITY FINANCIAL SYSTEM I
+$191.4K
216,121
+2%
增持
IWM
ISHARES TR
+$182.3K
6,189
+7%
减持
GEV
GE VERNOVA INC
+$181.2K
823
-1%
减持
TMUS
T-MOBILE US INC
-$175.6K
5,619
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$172.9K
4,181
-0%
减持
ATI
ATI INC
+$172.6K
9,503
-24%
减持
VB
VANGUARD INDEX FDS
-$168.0K
17,969
-10%
增持
WTAI
WISDOMTREE TR
+$163.7K
15,175
+38%
减持
GS
GOLDMAN SACHS GROUP INC
+$160.0K
1,167
-4%
减持
GE
GE AEROSPACE
+$153.6K
2,934
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$152.3K
5,777
-7%
增持
GLD
SPDR GOLD TR
+$151.4K
3,149
+12%
减持
IJR
ISHARES TR
+$146.8K
34,413
-0%
减持
QCOM
QUALCOMM INC
+$140.5K
25,603
-0%
减持
PM
PHILIP MORRIS INTL INC
+$139.3K
6,643
-2%
减持
EMR
EMERSON ELEC CO
+$137.9K
5,904
-0%
增持
VIS
VANGUARD WORLD FD
+$137.2K
4,208
+0%
减持
ALB
ALBEMARLE CORP
-$134.9K
3,386
-30%
减持
KO
COCA COLA CO
-$127.8K
36,568
-4%
减持
RWO
SPDR INDEX SHS FDS
-$124.4K
123,099
-3%
减持
VXUS
VANGUARD STAR FDS
+$117.4K
26,836
-4%
减持
XLP
SELECT SECTOR SPDR TR
-$114.4K
11,184
-10%
增持
XLF
SELECT SECTOR SPDR TR
+$113.8K
17,595
+9%
减持
VV
VANGUARD INDEX FDS
+$105.5K
5,266
-3%
减持
GIS
GENERAL MLS INC
-$104.2K
12,920
-0%
减持
EFA
ISHARES TR
+$100.8K
13,326
-0%
增持
XLE
SELECT SECTOR SPDR TR
-$91.6K
29,479
+6%
增持
XOP
SPDR SERIES TRUST
+$86.6K
3,247
+33%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$85.3K
575
-10%
减持
IEMG
ISHARES INC
+$80.6K
17,280
-3%
减持
NFG
NATIONAL FUEL GAS CO
-$78.3K
3,183
-27%
减持
DLR
DIGITAL RLTY TR INC
+$78.0K
2,519
-0%
减持
—
ACCENTURE PLC IRELAND
-$78.0K
4,983
-1%
减持
TRV
TRAVELERS COMPANIES INC
-$76.4K
1,215
-20%
减持
AEM
AGNICO EAGLE MINES LTD
-$76.3K
3,048
-25%
减持
LOW
LOWES COS INC
-$75.6K
5,197
-1%
减持
BA
BOEING CO
+$74.3K
1,914
-0%
减持
INTC
INTEL CORP
-$73.5K
13,932
-18%
减持
MRSH
MARSH & MCLENNAN COS INC
-$69.8K
1,626
-7%
增持
SCHX
SCHWAB STRATEGIC TR
+$68.8K
19,316
+6%
减持
AXP
AMERICAN EXPRESS CO
+$68.1K
1,467
-1%
减持
MS
MORGAN STANLEY
+$67.4K
3,286
-3%
