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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 39
减持 66
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$18.1M
1,581,258
+4%
增持
VUG
VANGUARD INDEX FDS
+$14.9M
591,692
+4%
增持
IXUS
ISHARES TR
+$13.0M
2,754,129
+3%
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
VBK
VANGUARD INDEX FDS
+$7.8M
116,557
+27%
减持
IWD
ISHARES TR
+$3.9M
880,945
-1%
减持
GOOG
ALPHABET INC
+$3.4M
59,076
-5%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
59,254
+42%
增持
IGF
ISHARES TR
+$2.9M
677,221
+7%
减持
IWF
ISHARES TR
-$2.8M
570,836
-2%
增持
JAAA
JANUS DETROIT STR TR
+$2.7M
542,489
+11%
增持
LLY
ELI LILLY & CO
+$2.6M
7,950
+1%
减持
META
META PLATFORMS INC
-$1.8M
15,601
-6%
增持
MSFT
MICROSOFT CORP
-$1.8M
52,909
+0%
减持
GOOGL
ALPHABET INC
+$1.8M
33,142
-6%
减持
BX
BLACKSTONE INC
-$1.7M
49,178
-9%
减持
ORCL
ORACLE CORP
-$1.5M
9,019
-22%
减持
IWV
ISHARES TR
-$1.4M
82,402
-6%
减持
SYK
STRYKER CORPORATION
-$1.3M
70,013
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
8,338
+557%
减持
FCF
FIRST COMWLTH FINL CORP PA
-$1.1M
1,151,545
-4%
减持
IWN
ISHARES TR
-$1.1M
206,914
-5%
减持
AAPL
APPLE INC
+$1.1M
112,446
-3%
清仓
—
UNILEVER PLC
-$1.1M
0
-100%
减持
IJR
ISHARES TR
-$1.1M
35,202
-21%
增持
MSTR
STRATEGY INC
-$1.0M
6,898
+6%
建仓
UL
UNILEVER PLC
+$1.0M
15,777
增持
CSCO
CISCO SYS INC
+$992.5K
113,258
+0%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$874.1K
17,486
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$853.2K
11,368
减持
AGG
ISHARES TR
-$778.5K
23,129
-25%
建仓
WDC
WESTERN DIGITAL CORP
+$769.5K
4,467
建仓
MOAT
VANECK ETF TRUST
+$748.7K
7,230
减持
SPY
SPDR S&P 500 ETF TR
+$683.6K
84,986
-1%
减持
VGT
VANGUARD WORLD FD
-$673.4K
4,904
-16%
建仓
—
FLEX LTD
+$649.2K
10,745
增持
ACWI
ISHARES TR
+$648.6K
199,089
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$638.2K
20,661
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$613.3K
33,462
+4%
减持
MUB
ISHARES TR
-$606.1K
217,705
-3%
减持
CWB
SPDR SERIES TRUST
-$605.6K
186,814
-2%
减持
IWB
ISHARES TR
-$597.1K
14,194
-12%
增持
AMGN
AMGEN INC
+$596.2K
12,909
+0%
增持
JNJ
JOHNSON & JOHNSON
+$583.1K
25,844
+1%
增持
NOW
SERVICENOW INC
-$555.0K
18,280
+401%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$553.0K
55,508
+5%
减持
IWO
ISHARES TR
-$551.8K
65,597
-3%
减持
MSA
MSA SAFETY INC
-$543.8K
31,531
-3%
建仓
DAL
DELTA AIR LINES INC DEL
+$539.3K
7,771
增持
NFLX
NETFLIX INC
-$528.7K
5,230
+515%
清仓
DLN
WISDOMTREE TR
-$527.2K
0
-100%
减持
LOW
LOWES COS INC
-$507.6K
3,590
-34%
增持
AMD
ADVANCED MICRO DEVICES INC
+$492.1K
3,372
+137%
增持
CPB
THE CAMPBELLS COMPANY
-$482.5K
130,390
+0%
建仓
ROK
ROCKWELL AUTOMATION INC
+$461.0K
1,185
减持
IVV
ISHARES TR
+$459.3K
36,720
-0%
减持
IJH
ISHARES TR
-$454.2K
170,091
-5%
减持
VBR
VANGUARD INDEX FDS
-$443.6K
162,374
-2%
减持
BILS
SPDR SERIES TRUST
-$422.9K
45,719
-8%
清仓
WSBC
WESBANCO INC
-$420.6K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$417.7K
39,336
+1%
增持
BAC
BANK AMERICA CORP
+$405.6K
20,621
+46%
减持
ZTS
ZOETIS INC
-$399.8K
16,227
-3%
清仓
PFS
PROVIDENT FINL SVCS INC
-$397.6K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$394.7K
142,481
+0%
建仓
IDCC
INTERDIGITAL INC
+$392.9K
1,234
减持
VTEB
VANGUARD MUN BD FDS
-$389.1K
724,138
-1%
减持
IUSV
ISHARES TR
+$373.3K
239,937
-1%
增持
IAU
ISHARES GOLD TR
+$364.6K
35,091
+3%
减持
TSLA
TESLA INC
-$364.3K
6,464
-12%
清仓
—
LIBERTY MEDIA CORP DEL
-$363.9K
0
-100%
增持
ATI
ATI INC
+$363.5K
9,903
+4%
清仓
RBLX
ROBLOX CORP
-$361.5K
0
-100%
建仓
SNDK
SANDISK CORP
+$350.8K
1,478
减持
VONV
VANGUARD SCOTTSDALE FDS
+$347.2K
204,555
-1%
减持
PGR
PROGRESSIVE CORP
-$346.3K
16,571
-1%
建仓
COR
CENCORA INC
+$345.9K
1,024
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$344.5K
32,643
-3%
减持
SUB
ISHARES TR
-$340.8K
5,091
-39%
减持
GIS
GENERAL MLS INC
-$332.4K
6,846
-47%
增持
PANW
PALO ALTO NETWORKS INC
-$328.7K
36,241
+5%
增持
SCZ
ISHARES TR
+$324.7K
47,338
+9%
建仓
ACM
AECOM
+$322.5K
3,383
减持
CAT
CATERPILLAR INC
+$321.9K
3,567
-1%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$318.0K
2,927
建仓
HURN
HURON CONSULTING GROUP INC
+$316.6K
1,831
建仓
CARG
CARGURUS INC
+$313.5K
8,174
建仓
LLYVK
LIBERTY LIVE HOLDINGS INC
+$312.1K
3,753
建仓
HII
HUNTINGTON INGALLS INDS INC
+$311.8K
917
建仓
CMI
CUMMINS INC
+$309.3K
606
建仓
FFIV
F5 INC
+$307.1K
1,203
清仓
FLOT
ISHARES TR
-$304.6K
0
-100%
增持
RTX
RTX CORPORATION
+$303.3K
15,168
+2%
减持
VOO
VANGUARD INDEX FDS
-$302.9K
40,437
-3%
清仓
GDX
VANECK ETF TRUST
-$302.9K
0
-100%
建仓
FTNT
FORTINET INC
+$300.7K
3,787
清仓
NFG
NATIONAL FUEL GAS CO
-$295.7K
0
-100%
减持
WMT
WALMART INC
+$271.7K
51,007
-3%
减持
HON
HONEYWELL INTL INC
-$269.0K
13,343
-2%
增持
INSM
INSMED INC
+$266.0K
8,810
+0%
清仓
FISV
FISERV INC
-$260.7K
0
-100%
建仓
FCN
FTI CONSULTING INC
+$254.7K
1,491
增持
IWY
ISHARES TR
+$253.5K
22,161
+3%
清仓
AIQ
GLOBAL X FDS
-$252.0K
0
-100%
清仓
PULS
PGIM ETF TR
-$251.3K
0
-100%
减持
DVY
ISHARES TR
-$248.9K
4,845
-26%
清仓
PLD
PROLOGIS INC.
-$244.5K
0
-100%
减持
REET
ISHARES TR
-$243.4K
358,847
-0%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$240.5K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$240.2K
0
-100%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$239.8K
538,486
-1%
增持
WBD
WARNER BROS DISCOVERY INC
+$238.6K
25,049
+1%
减持
MDLZ
MONDELEZ INTL INC
-$232.3K
20,204
-4%
清仓
WAB
WABTEC
-$226.7K
0
-100%
减持
—
EATON CORP PLC
-$226.5K
2,069
-13%
减持
IEFA
ISHARES TR
+$218.7K
102,892
-0%
建仓
SUPN
SUPERNUS PHARMACEUTICALS INC
+$215.2K
4,330
减持
VYM
VANGUARD WHITEHALL FDS
-$214.3K
337,278
-2%
建仓
AX
AXOS FINANCIAL INC
+$214.3K
2,487
增持
PG
PROCTER AND GAMBLE CO
-$213.4K
25,364
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$212.8K
4,184
-3%
建仓
SNX
TD SYNNEX CORPORATION
+$212.0K
1,411
减持
AMZN
AMAZON COM INC
+$211.8K
42,210
-3%
建仓
TTEK
TETRA TECH INC NEW
+$208.6K
6,220
增持
UBER
UBER TECHNOLOGIES INC
-$205.6K
12,786
+0%
建仓
LDOS
LEIDOS HOLDINGS INC
+$205.1K
1,137
清仓
MPC
MARATHON PETE CORP
-$203.0K
0
-100%
减持
AMLP
ALPS ETF TR
-$200.9K
10,847
-28%
建仓
LNC
LINCOLN NATL CORP IND
+$200.4K
4,500
建仓
MRVL
MARVELL TECHNOLOGY INC
+$200.1K
2,355
减持
QQQ
INVESCO QQQ TR
-$197.9K
3,677
-10%
减持
MRK
MERCK & CO INC
+$195.2K
13,694
-7%
减持
IUSG
ISHARES TR
+$190.0K
164,420
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$187.2K
92,432
-3%
减持
CMCSA
COMCAST CORP NEW
-$186.4K
56,347
-5%
减持
—
LINDE PLC
-$185.9K
1,303
-17%
减持
AMT
AMERICAN TOWER CORP NEW
-$183.9K
4,908
-9%
增持
—
ASML HOLDING N V
+$176.6K
1,374
+3%
增持
GLD
SPDR GOLD TR
+$165.8K
4,050
+0%
减持
STBA
S & T BANCORP INC
+$164.5K
127,474
-1%
减持
RWO
SPDR INDEX SHS FDS
-$162.1K
115,063
-1%
增持
T
AT&T INC
-$157.2K
53,156
+2%
增持
HD
HOME DEPOT INC
-$155.7K
2,781
+1%
减持
COST
COSTCO WHSL CORP NEW
-$148.1K
1,302
-5%
减持
ABT
ABBOTT LABS
-$146.8K
11,453
-3%
减持
CVX
CHEVRON CORP NEW
-$138.4K
15,295
-4%
增持
SLB
SLB LIMITED
+$136.4K
36,298
+0%
减持
MA
MASTERCARD INCORPORATED
-$136.2K
3,178
-7%
减持
NOC
NORTHROP GRUMMAN CORP
-$133.2K
1,677
-6%
减持
—
ACCENTURE PLC IRELAND
-$117.3K
4,062
-17%
减持
WDAY
WORKDAY INC
-$114.2K
3,871
-1%
