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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 57
减持 54
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$49.4M
1,791,053
+13%
减持
IWF
ISHARES TR
-$30.6M
561,959
-2%
增持
VUG
VANGUARD INDEX FDS
+$20.1M
706,880
+19%
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
+$18.0M
2,897,980
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.4M
376,906
+12%
增持
IGF
ISHARES TR
+$6.0M
709,906
+5%
减持
IWN
ISHARES TR
-$5.9M
166,686
-19%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$5.6M
546,367
+1%
增持
MSFT
MICROSOFT CORP
-$5.6M
54,125
+2%
减持
CBU
COMMUNITY FINANCIAL SYSTEM I
-$4.9M
122,053
-42%
建仓
VDE
VANGUARD WORLD FD
+$4.1M
23,694
减持
VBK
VANGUARD INDEX FDS
-$4.0M
103,182
-11%
增持
XLI
SELECT SECTOR SPDR TR
+$3.5M
25,005
+657%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.5M
83,684
-2%
减持
IVV
ISHARES TR
-$3.4M
33,271
-9%
增持
XLF
SELECT SECTOR SPDR TR
+$2.7M
75,078
+327%
减持
IUSG
ISHARES TR
-$2.7M
160,858
-2%
减持
AAPL
APPLE INC
-$2.6M
110,142
-2%
减持
BX
BLACKSTONE INC
-$2.4M
45,417
-8%
减持
IWV
ISHARES TR
-$2.2M
80,093
-3%
减持
VOO
VANGUARD INDEX FDS
-$2.1M
38,914
-4%
减持
IWO
ISHARES TR
-$2.1M
60,860
-7%
减持
GOOG
ALPHABET INC
-$1.6M
58,968
-0%
增持
VGT
VANGUARD WORLD FD
+$1.6M
7,620
+55%
增持
SYK
STRYKER CORPORATION
-$1.6M
70,095
+0%
减持
—
EXXON MOBIL CORP
+$1.4M
28,677
-1%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.3M
215,270
+5%
减持
WPC
WP CAREY INC
-$1.1M
12,041
-60%
减持
VTEB
VANGUARD MUN BD FDS
-$1.1M
707,563
-2%
增持
META
META PLATFORMS INC
-$1.1M
16,090
+3%
增持
LLY
ELI LILLY & CO
-$1.1M
8,136
+2%
增持
QCOM
QUALCOMM INC
-$1.1M
25,674
+1%
建仓
VCR
VANGUARD WORLD FD
+$1.0M
2,803
减持
XLE
SELECT SECTOR SPDR TR
+$972.7K
58,908
-0%
减持
JNJ
JOHNSON & JOHNSON
+$944.0K
25,742
-0%
建仓
NFG
NATIONAL FUEL GAS CO
+$897.5K
9,552
增持
NOW
SERVICENOW INC
-$886.0K
18,310
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$870.1K
36,212
-0%
增持
CVX
CHEVRON CORPORATION
+$835.0K
15,303
+0%
增持
FCF
FIRST COMWLTH FINL CORP PA
+$830.6K
1,151,629
+0%
减持
VB
VANGUARD INDEX FDS
-$824.3K
16,734
-17%
减持
CPB
THE CAMPBELLS COMPANY
-$767.7K
128,706
-1%
建仓
VHT
VANGUARD WORLD FD
+$738.8K
2,713
增持
AMZN
AMAZON COM INC
-$738.7K
43,233
+2%
增持
TRGP
TARGA RES CORP
+$646.6K
9,655
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$638.0K
61,220
+10%
减持
WMT
WALMART INC
+$623.7K
50,841
-0%
减持
IUSV
ISHARES TR
-$606.7K
234,683
-2%
增持
GOOGL
ALPHABET INC
-$594.4K
34,008
+3%
减持
MUB
ISHARES TR
-$575.4K
214,253
-2%
增持
ACWI
ISHARES TR
-$572.3K
199,442
+0%
增持
VTI
VANGUARD INDEX FDS
-$557.6K
39,370
+0%
减持
ORCL
ORACLE CORP
-$534.5K
8,316
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$532.6K
33,988
+2%
减持
IWD
ISHARES TR
+$512.3K
869,615
-1%
增持
SLB
SLB LIMITED
+$500.5K
36,640
+1%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$494.4K
2,576
增持
CAT
CATERPILLAR INC
+$490.7K
3,577
+0%
增持
SM
SM ENERGY COMPANY
+$472.1K
36,433
+3%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$467.4K
8,165
-53%
增持
PGR
PROGRESSIVE CORP
-$456.8K
16,731
+1%
清仓
VTIP
VANGUARD MALVERN FDS
-$455.7K
0
-100%
增持
SONY
SONY GROUP CORP
-$441.8K
91,847
+0%
减持
SNDK
SANDISK CORP
+$435.7K
1,238
-16%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$406.0K
4,602
+22%
增持
V
VISA INC
-$401.5K
9,412
+2%
减持
CMCSA
COMCAST CORP NEW
-$387.6K
45,163
-20%
减持
REET
ISHARES TR
-$386.2K
340,636
-5%
增持
TSLA
TESLA INC
-$373.1K
6,816
+5%
增持
—
ASML HLDG NV
+$372.6K
1,395
+2%
增持
KO
COCA COLA CO
+$369.4K
38,215
+5%
增持
AMGN
AMGEN INC
+$366.8K
13,051
+1%
减持
IWB
ISHARES TR
-$366.2K
13,839
-3%
增持
IWX
ISHARES TR
+$365.1K
21,097
+22%
增持
JPM
JPMORGAN CHASE & CO
-$356.6K
21,420
+4%
清仓
AROW
ARROW FINL CORP
-$344.0K
0
-100%
减持
RWO
SPDR INDEX SHS FDS
-$341.4K
105,719
-8%
增持
VXUS
VANGUARD STAR FDS
+$341.1K
31,347
+14%
减持
—
ACCENTURE PLC IRELAND
-$335.5K
3,804
-6%
建仓
SLV
ISHARES SILVER TR
+$334.4K
4,908
增持
WDAY
WORKDAY INC
-$326.0K
3,890
+0%
增持
AMAT
APPLIED MATLS INC
+$315.6K
3,201
+6%
增持
T
AT&T INC
+$314.5K
56,394
+6%
减持
CRM
SALESFORCE INC
-$297.7K
3,148
-6%
减持
WDC
WESTERN DIGITAL CORP
+$288.4K
3,911
-12%
减持
HON
HONEYWELL INTL INC
+$286.7K
12,785
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$278.4K
5,003
-1%
建仓
MPC
MARATHON PETE CORP
+$278.4K
1,140
减持
ABT
ABBOTT LABORATORIES
-$273.8K
11,310
-1%
减持
MTB
M & T BK CORP
-$271.8K
6,500
-19%
减持
JAAA
JANUS DETROIT STR TR
-$268.3K
539,424
-1%
清仓
HRB
BLOCK H & R INC
-$267.3K
0
-100%
建仓
CF
CF INDUSTRIES HOLD
+$266.2K
2,050
建仓
OXY
OCCIDENTAL PETE CORP
+$264.0K
4,061
增持
COP
CONOCOPHILLIPS
+$260.8K
6,549
+2%
增持
GEV
GE VERNOVA INC
+$258.1K
998
+6%
建仓
LRCX
LAM RESEARCH CORP
+$252.8K
1,183
增持
VEA
VANGUARD TAX-MANAGED FDS
+$251.8K
142,830
+0%
建仓
DELL
DELL TECHNOLOGIES INC
+$242.1K
1,475
增持
GLD
SPDR GOLD TR
+$240.5K
4,289
+6%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$240.0K
3,151
建仓
ALL
ALLSTATE CORP
+$239.6K
1,151
建仓
CW
CURTISS WRIGHT CORP
+$237.0K
348
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$235.2K
2,548
减持
IJH
ISHARES TR
+$235.1K
169,718
-0%
建仓
PLD
PROLOGIS INC.
+$233.4K
1,766
建仓
DUK
DUKE ENERGY CORP NEW
+$231.2K
1,766
增持
DE
DEERE & CO
+$230.7K
2,033
+4%
建仓
BKMI
BNY MELLON ETF TRUST II
+$228.9K
8,769
建仓
CORT
CORCEPT THERAPEUTICS INC
+$226.3K
5,614
减持
VBR
VANGUARD INDEX FDS
-$226.3K
157,252
-3%
清仓
SPLB
SPDR SERIES TRUST
-$225.8K
0
-100%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$223.3K
6,300
增持
VZ
VERIZON COMMUNICATIONS INC
+$223.1K
18,525
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$222.3K
8,612
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$221.4K
1,349
+4%
增持
NEE
NEXTERA ENERGY INC
+$219.1K
14,816
+3%
减持
BAC
BANK AMERICA CORP
-$216.5K
18,823
-9%
建仓
—
INTERNATIONAL SEAWAYS INC
+$216.5K
2,970
清仓
PECO
PHILLIPS EDISON & CO INC
-$215.6K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$212.9K
2,499
+70%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$212.5K
361
建仓
CME
CME GROUP INC
+$212.1K
718
清仓
PYPL
PAYPAL HLDGS INC
-$210.9K
0
-100%
清仓
TTEK
TETRA TECH INC NEW
-$208.6K
0
-100%
建仓
IRM
IRON MTN INC DEL
+$206.6K
2,023
清仓
LDOS
LEIDOS HOLDINGS INC
-$205.1K
0
-100%
建仓
WAB
WABTEC
+$204.4K
818
清仓
IJT
ISHARES TR
-$203.6K
0
-100%
建仓
GLW
CORNING INC
+$203.1K
1,494
建仓
COWZ
PACER FDS TR
+$203.0K
3,245
增持
ABBV
ABBVIE INC
-$202.1K
29,614
+2%
建仓
CTVA
CORTEVA INC
+$201.6K
2,408
清仓
LNC
LINCOLN NATL CORP IND
-$200.4K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$200.1K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$194.7K
1,687
+1%
减持
MSTR
STRATEGY INC
-$188.5K
6,888
-0%
减持
STBA
S & T BANCORP INC
+$187.7K
124,403
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$186.0K
8,352
+6%
减持
XLV
SELECT SECTOR SPDR TR
-$179.6K
9,817
-6%
减持
IAU
ISHARES GOLD TR
+$179.2K
34,341
-2%
减持
HYMC
HYCROFT MINING HOLDING CORP
-$178.7K
17,293
-48%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$174.9K
31,646
-3%
增持
PEP
PEPSICO INC
+$172.4K
10,588
+4%
减持
MRK
MERCK & CO INC
+$170.8K
13,403
-2%
减持
UL
UNILEVER PLC
-$168.9K
15,147
-4%
减持
EQT
EQT CORP
+$167.1K
21,601
-4%
增持
ADI
ANALOG DEVICES INC
+$166.7K
1,218
+50%
减持
IWM
ISHARES TR
-$164.6K
6,465
-10%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$163.9K
13,624
-19%
