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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 69
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$28.6M
570,283
+2%
增持
VTV
VANGUARD INDEX FDS
+$26.3M
1,514,464
+4%
减持
IWF
ISHARES TR
+$21.2M
582,748
-2%
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
IXUS
ISHARES TR
+$18.7M
2,665,460
+2%
减持
IWD
ISHARES TR
+$8.1M
891,065
-0%
增持
AAPL
APPLE INC
+$6.4M
115,765
+3%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$5.5M
542,082
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$5.3M
735,091
-14%
增持
VOO
VANGUARD INDEX FDS
+$4.4M
41,787
+12%
增持
GOOG
ALPHABET INC
+$4.1M
61,996
+0%
减持
IWN
ISHARES TR
+$4.0M
218,385
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$3.9M
85,968
-1%
增持
IVV
ISHARES TR
+$3.6M
36,892
+8%
增持
GOOGL
ALPHABET INC
+$2.6M
35,433
+3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.5M
33,618
+9%
建仓
IAU
ISHARES GOLD TR
+$2.5M
34,131
减持
JAAA
JANUS DETROIT STR TR
-$2.3M
487,339
-9%
减持
IWO
ISHARES TR
+$2.2M
67,930
-1%
增持
MSFT
MICROSOFT CORP
+$2.1M
52,887
+4%
减持
VBR
VANGUARD INDEX FDS
+$2.0M
166,158
-1%
减持
VYM
VANGUARD WHITEHALL FDS
+$1.9M
344,948
-2%
增持
SYK
STRYKER CORPORATION
-$1.8M
70,023
+0%
减持
ACWI
ISHARES TR
+$1.8M
199,078
-1%
减持
VBK
VANGUARD INDEX FDS
+$1.6M
91,968
-1%
增持
TSLA
TESLA INC
+$1.5M
7,356
+34%
增持
IJR
ISHARES TR
+$1.5M
44,443
+29%
建仓
SDY
SPDR SERIES TRUST
+$1.5M
10,842
增持
ABBV
ABBVIE INC
+$1.4M
28,571
+2%
减持
BILS
SPDR SERIES TRUST
-$1.3M
49,830
-21%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.2M
52,808
+12%
减持
COP
CONOCOPHILLIPS
-$1.2M
6,432
-69%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
38,807
+2%
增持
BX
BLACKSTONE INC
+$1.2M
54,058
+0%
增持
AVGO
BROADCOM INC
+$1.2M
10,176
+28%
减持
AGG
ISHARES TR
-$1.1M
30,810
-27%
增持
EFA
ISHARES TR
+$1.0M
23,576
+77%
增持
FCF
FIRST COMWLTH FINL CORP PA
+$989.5K
1,204,948
+0%
增持
VB
VANGUARD INDEX FDS
+$872.3K
20,169
+12%
减持
NVDA
NVIDIA CORPORATION
+$865.4K
41,808
-5%
减持
IWV
ISHARES TR
+$823.8K
87,925
-5%
减持
IUSV
ISHARES TR
-$743.7K
242,418
-8%
减持
CWB
SPDR SERIES TRUST
+$714.8K
190,822
-5%
减持
ORCL
ORACLE CORP
+$701.5K
11,494
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$686.8K
23,129
+1%
减持
AMAT
APPLIED MATLS INC
-$641.2K
4,201
-49%
增持
VGT
VANGUARD WORLD FD
+$622.8K
5,853
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$613.0K
141,957
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$602.6K
95,171
+3%
增持
RBRK
RUBRIK INC.
+$595.5K
15,635
+103%
增持
MUB
ISHARES TR
+$565.3K
224,664
+0%
减持
JNJ
JOHNSON & JOHNSON
+$561.6K
25,700
-7%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$558.9K
7,716
建仓
IHAK
ISHARES TR
+$536.1K
10,245
减持
IWY
ISHARES TR
+$536.0K
21,501
-1%
建仓
C
CITIGROUP INC
+$490.8K
4,835
增持
GLD
SPDR GOLD TR
+$479.4K
4,049
+29%
建仓
VTIP
VANGUARD MALVERN FDS
+$466.5K
9,213
增持
IEFA
ISHARES TR
+$451.5K
102,921
+1%
增持
VO
VANGUARD INDEX FDS
+$447.9K
3,533
+67%
增持
MSTR
STRATEGY INC
-$432.7K
6,478
+4%
增持
WMT
WALMART INC
+$419.4K
52,621
+3%
清仓
UPS
UNITED PARCEL SERVICE INC
-$407.4K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$397.1K
7,157
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$396.8K
10,398
+52%
增持
META
META PLATFORMS INC
+$393.5K
16,531
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$390.0K
4,325
+20%
减持
IWB
ISHARES TR
+$360.4K
16,137
-1%
增持
IWM
ISHARES TR
+$352.1K
6,975
+13%
增持
NOW
SERVICENOW INC
-$340.6K
3,646
+1%
清仓
TRV
TRAVELERS COMPANIES INC
-$325.2K
0
-100%
增持
PGR
PROGRESSIVE CORP
-$315.6K
16,683
+0%
减持
IJH
ISHARES TR
-$306.8K
178,980
-7%
减持
PG
PROCTER AND GAMBLE CO
-$298.9K
25,046
-4%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$294.9K
0
-100%
减持
IGF
ISHARES TR
+$290.5K
633,153
-2%
增持
QQQ
INVESCO QQQ TR
+$289.3K
4,092
+4%
建仓
SPLB
SPDR SERIES TRUST
+$284.4K
12,300
减持
—
ACCENTURE PLC IRELAND
-$282.3K
4,895
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$282.1K
5,036
-13%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$279.9K
0
-100%
增持
AMZN
AMAZON COM INC
+$274.2K
43,408
+3%
建仓
—
SCORPIO TANKERS INC
+$270.8K
4,831
建仓
NOBL
PROSHARES TR
+$263.8K
2,559
减持
REET
ISHARES TR
-$263.3K
359,807
-6%
增持
IEMG
ISHARES INC
+$258.4K
19,656
+14%
增持
—
ASML HOLDING N V
+$254.8K
1,336
+3%
清仓
—
SUNRISE COMMUNICATIONS AG
-$253.3K
0
-100%
建仓
AIQ
GLOBAL X FDS
+$252.0K
5,102
增持
APH
AMPHENOL CORP NEW
+$251.8K
5,620
+25%
增持
NOC
NORTHROP GRUMMAN CORP
+$251.0K
1,788
+7%
建仓
IYW
ISHARES TR
+$249.1K
1,272
增持
MCD
MCDONALDS CORP
+$246.8K
7,596
+8%
建仓
PLD
PROLOGIS INC.
+$244.5K
2,135
增持
—
EXXON MOBIL CORP
+$242.8K
30,097
+3%
清仓
VTS
VITESSE ENERGY INC
-$240.7K
0
-100%
建仓
IVW
ISHARES TR
+$237.1K
1,964
增持
TJX
TJX COS INC NEW
+$236.5K
7,403
+10%
建仓
EXPE
EXPEDIA GROUP INC
+$234.9K
1,099
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$231.5K
1,269
建仓
AMD
ADVANCED MICRO DEVICES INC
+$230.1K
1,422
建仓
SBUX
STARBUCKS CORP
+$227.5K
2,689
建仓
BAI
BLACKROCK ETF TRUST
+$227.2K
6,651
增持
HON
HONEYWELL INTL INC
-$225.1K
13,644
+3%
清仓
COIN
COINBASE GLOBAL INC
-$222.9K
0
-100%
增持
LOW
LOWES COS INC
+$220.4K
5,465
+5%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$217.7K
444
清仓
MLM
MARTIN MARIETTA MATLS INC
-$215.7K
0
-100%
清仓
WSO
WATSCO INC
-$208.9K
0
-100%
减持
MSA
MSA SAFETY INC
-$205.1K
32,505
-6%
增持
QCOM
QUALCOMM INC
+$204.3K
25,738
+1%
建仓
IJT
ISHARES TR
+$204.0K
1,442
增持
CMCSA
COMCAST CORP NEW
-$203.6K
59,536
+2%
建仓
MPC
MARATHON PETE CORP
+$203.0K
1,053
建仓
NUE
NUCOR CORP
+$202.5K
1,495
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$201.6K
32,236
-2%
增持
NEE
NEXTERA ENERGY INC
+$200.8K
15,473
+11%
建仓
ADI
ANALOG DEVICES INC
+$200.0K
814
增持
CVX
CHEVRON CORP NEW
+$195.0K
15,902
+0%
增持
MA
MASTERCARD INCORPORATED
+$191.6K
3,429
+10%
建仓
FRBA
FIRST BK WILLIAMSTOWN NEW JE
+$179.0K
10,988
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$177.3K
4,300
+3%
增持
SUB
ISHARES TR
+$173.8K
8,279
+24%
增持
—
LINDE PLC
+$169.1K
1,561
+28%
增持
VXUS
VANGUARD STAR FDS
+$165.4K
27,491
+2%
增持
VIS
VANGUARD WORLD FD
+$157.6K
4,510
+7%
增持
HD
HOME DEPOT INC
+$154.6K
2,746
+5%
减持
SCZ
ISHARES TR
+$150.8K
43,606
-1%
增持
BA
BOEING CO
+$150.2K
2,554
+33%
增持
PEP
PEPSICO INC
+$149.5K
10,924
+4%
增持
VV
VANGUARD INDEX FDS
+$147.8K
5,360
+2%
减持
ISRG
INTUITIVE SURGICAL INC
-$144.2K
612
-20%
减持
COST
COSTCO WHSL CORP NEW
-$143.7K
1,373
-4%
减持
INTC
INTEL CORP
+$138.6K
13,432
-4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$138.5K
8,031
+9%
增持
GEV
GE VERNOVA INC
+$137.6K
932
+13%
增持
—
EATON CORP PLC
+$137.2K
2,366
+13%
减持
DE
DEERE & CO
-$136.8K
1,868
-4%
增持
AXP
AMERICAN EXPRESS CO
+$133.9K
1,812
+24%
减持
NSC
NORFOLK SOUTHN CORP
+$123.4K
3,497
-3%
减持
IUSG
ISHARES TR
+$122.4K
166,664
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$121.9K
1,206
+28%
增持
ZTS
ZOETIS INC
-$120.3K
16,686
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$119.6K
887
-24%
减持
CSCO
CISCO SYS INC
-$114.6K
113,004
-0%
减持
GE
GE AEROSPACE
+$110.9K
2,879
-2%
清仓
FBRT
FRANKLIN BSP RLTY TR INC
-$110.5K
0
-100%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$105.2K
207,376
-5%
减持
EQT
EQT CORP
-$97.6K
22,530
-1%
减持
WM
WASTE MGMT INC DEL
-$94.6K
8,266
-1%
减持
RWO
SPDR INDEX SHS FDS
-$91.4K
116,719
-5%
