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Wealthstar Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealthstar Advisors, LLC
报告期 2026-03-31 · CIK 0001602224
持仓数
111
前50大市值合计
$180.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 128 项
建仓 28
增持 42
减持 41
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
+$326.4M
752,687
-5%
增持
SPXL
DIREXION SHS ETF TR
+$18.5M
716,643
+0%
清仓
IEI
ISHARES TR
-$2.2M
0
-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。
清仓
TIP
ISHARES TR
-$2.0M
0
-100%
减持
LQD
ISHARES TR
+$1.9M
397,952
-4%
建仓
IYM
ISHARES TR
+$1.5M
10,806
建仓
IYF
ISHARES TR
+$1.5M
17,212
建仓
PANW
PALO ALTO NETWORKS INC
+$1.5M
4,948
增持
AMZN
AMAZON COM INC
+$1.4M
15,580
+116%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
8,780
建仓
IYH
ISHARES TR
+$1.4M
4,951
建仓
TMUS
T-MOBILE US INC
+$1.3M
7,834
清仓
IYE
ISHARES TR
-$1.1M
0
-100%
建仓
—
AERCAP HOLDINGS NV
+$942.6K
12,683
建仓
MAIN
MAIN STR CAP CORP
+$940.2K
21,748
建仓
HOV
HOVNANIAN ENTERPRISES INC
+$926.4K
5,953
清仓
IYC
ISHARES TR
-$861.6K
0
-100%
增持
IYW
ISHARES TR
+$861.6K
24,948
+19%
增持
IHG
INTERCONTINENTAL HOTELS GROU
+$762.1K
13,781
+108%
增持
—
CONSOLIDATED WATER CO INC
+$748.8K
34,791
+102%
增持
NVDA
NVIDIA CORPORATION
+$736.0K
2,484
+119%
减持
GVI
ISHARES TR
-$730.9K
127,236
-8%
增持
ANF
ABERCROMBIE & FITCH CO
+$695.9K
13,668
+51%
增持
CQP
CHENIERE ENERGY PARTNERS LP
+$580.4K
16,549
+268%
建仓
AEG
AEGON LTD
+$533.8K
92,669
建仓
KNTK
KINETIK HOLDINGS INC
+$530.8K
15,891
建仓
—
STELLANTIS N.V
+$526.5K
22,576
建仓
ONEQ
FIDELITY COMWLTH TR
+$519.7K
8,773
建仓
SPH
SUBURBAN PROPANE PARTNERS L
+$505.5K
28,461
清仓
IEF
ISHARES TR
-$499.7K
0
-100%
增持
—
THOMSON REUTERS CORP.
+$491.9K
7,283
+55%
增持
ADBE
ADOBE INC
+$491.0K
1,529
+85%
建仓
IVE
ISHARES TR
+$489.8K
2,817
清仓
BX
BLACKSTONE INC
-$486.1K
0
-100%
清仓
IMO
IMPERIAL OIL LTD
-$481.0K
0
-100%
清仓
—
BUNGE LIMITED
-$473.7K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$462.1K
1,939
+75%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$450.3K
7,245
+60%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$427.8K
1,032
-55%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$395.9K
0
-100%
减持
HYG
ISHARES TR
+$392.0K
316,297
-3%
清仓
SHM
SPDR SER TR
-$363.5K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$342.4K
5,922
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$339.2K
48,635
+16%
增持
META
META PLATFORMS INC
+$336.2K
1,687
+94%
建仓
CCJ
CAMECO CORP
+$307.7K
7,140
建仓
CNA
CNA FINL CORP
+$306.7K
7,249
建仓
ING
ING GROEP N.V.
+$305.1K
20,316
建仓
YELP
YELP INC
+$304.7K
6,437
建仓
—
ASSURED GUARANTY LTD
+$304.4K
4,068
建仓
LNG
CHENIERE ENERGY INC
+$303.5K
1,778
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$302.8K
4,277
建仓
CRM
SALESFORCE INC
+$294.2K
1,118
减持
—
ETF SER SOLUTIONS
+$287.7K
132,063
-0%
清仓
—
WHITE MTNS INS GROUP LTD
-$287.2K
0
-100%
增持
—
EXXON MOBIL CORP
-$283.7K
16,701
+1%
清仓
MKL
MARKEL GROUP INC
-$279.8K
0
-100%
清仓
—
AEGON N V
-$274.8K
0
-100%
增持
MPLX
MPLX LP
+$271.9K
14,494
+98%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$267.5K
35,085
+104%
清仓
MFC
MANULIFE FINL CORP
-$267.1K
0
-100%
清仓
FCPT
FOUR CORNERS PPTY TR INC
-$266.1K
0
-100%
减持
IGSB
ISHARES TR
-$266.0K
55,922
-11%
增持
—
SFL CORPORATION LTD
+$265.3K
47,162
+97%
清仓
—
ISHARES TR
-$264.9K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$264.3K
38,474
+102%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$264.0K
20,711
+101%
增持
MSD
MORGAN STANLEY EMKT DBT FD I
+$261.8K
75,546
+86%
增持
—
VECTOR GROUP LTD
+$260.8K
46,916
+86%
增持
CNQ
CANADIAN NAT RES LTD
+$260.3K
8,075
+94%
减持
IAU
ISHARES GOLD TR
-$258.6K
58,724
-19%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$256.1K
36,785
+91%
建仓
IWM
ISHARES TR
+$231.2K
1,151
减持
FTEC
FIDELITY COVINGTON TRUST
+$222.0K
10,877
-0%
增持
IVV
ISHARES TR
+$217.1K
1,902
+18%
建仓
COST
COSTCO WHSL CORP NEW
+$213.8K
324
清仓
V
VISA INC
-$206.9K
0
-100%
增持
AAPL
APPLE INC
+$201.5K
9,411
+0%
减持
IGIB
ISHARES TR
+$181.3K
90,522
-3%
建仓
—
PROSPECT CAP CORP
+$163.5K
164,000
增持
IYY
ISHARES TR
+$159.7K
3,129
+60%
减持
MSFT
MICROSOFT CORP
+$142.9K
2,773
-3%
减持
—
EVEREST GROUP LTD
-$139.9K
831
-29%
增持
IUSB
ISHARES TR
+$134.2K
56,960
+0%
增持
TBIL
RBB FD INC
+$124.9K
75,803
+4%
减持
IWF
ISHARES TR
+$117.1K
3,650
-2%
减持
BAC
BANK AMERICA CORP
+$104.3K
17,021
-1%
增持
SSO
PROSHARES TR
+$92.0K
6,020
+7%
减持
TXN
TEXAS INSTRS INC
+$83.0K
56,908
-6%
减持
PFF
ISHARES TR
-$81.4K
23,831
-13%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
+$81.3K
134,849
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$80.7K
9,768
-2%
减持
CVX
CHEVRON CORP NEW
-$72.6K
3,474
-1%
增持
RIOT
RIOT PLATFORMS INC
+$70.5K
11,390
+1%
减持
SPSB
SPDR SER TR
-$66.7K
27,786
-9%
减持
MUB
ISHARES TR
-$62.4K
18,683
-8%
建仓
—
ARES CAPITAL CORP
+$61.8K
60,000
减持
WPC
WP CAREY INC
+$60.6K
21,832
-13%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$60.5K
87,115
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$58.1K
11,826
+1%
减持
VFH
VANGUARD WORLD FDS
+$53.9K
5,735
-3%
增持
QQQ
INVESCO QQQ TR
+$50.0K
814
+3%
减持
ISTB
ISHARES TR
+$47.1K
43,062
-0%
减持
USIG
ISHARES TR
+$46.6K
16,590
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$39.2K
2,852
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$37.3K
18,727
+8%
减持
VYM
VANGUARD WHITEHALL FDS
+$36.8K
4,687
-0%
减持
EPR
EPR PPTYS
+$35.3K
5,155
-0%
增持
T
AT&T INC
+$32.6K
12,566
+6%
减持
GLD
SPDR GOLD TR
+$31.1K
4,396
-7%
减持
INTU
INTUIT
+$28.0K
971
-14%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$27.1K
18,429
+6%
减持
FHLC
FIDELITY COVINGTON TRUST
+$26.6K
10,751
-3%
减持
XLY
SELECT SECTOR SPDR TR
+$25.7K
1,886
-3%
减持
CION
CION INVT CORP
+$25.1K
63,144
-3%
减持
KRG
KITE RLTY GROUP TR
-$23.4K
23,428
-10%
减持
IVT
INVENTRUST PPTYS CORP
-$23.3K
11,150
-13%
减持
FSK
FS KKR CAP CORP
+$19.9K
85,579
-0%
增持
IXJ
ISHARES TR
+$15.7K
3,557
+0%
减持
XHR
XENIA HOTELS & RESORTS INC
+$15.3K
10,697
-3%
减持
IBDV
ISHARES TR
+$11.1K
11,813
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.1K
399
+0%
减持
SPIB
SPDR SER TR
-$7.0K
28,412
-5%
减持
OKE
ONEOK INC NEW
+$4.6K
7,437
-9%
增持
BXMT
BLACKSTONE MTG TR INC
-$4.5K
10,266
+0%
减持
XLP
SELECT SECTOR SPDR TR
+$3.7K
6,159
-4%
增持
FLOT
ISHARES TR
-$1.2K
5,035
+0%
减持
AGG
ISHARES TR
+$453
4,057
-5%
