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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 129 项
建仓 16
增持 50
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$356.6M
2,337
-100%
减持
SPXL
DIREXION SHS ETF TR
+$9.1M
623,643
-13%
减持
IYW
ISHARES TR
-$1.7M
9,733
-61%
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
IGSB
ISHARES TR
+$1.7M
89,361
+60%
建仓
IYK
ISHARES TR
+$1.5M
21,789
建仓
CHD
CHURCH & DWIGHT CO INC
+$1.4M
12,945
增持
IGIB
ISHARES TR
+$1.2M
114,357
+26%
减持
LQD
ISHARES TR
-$1.1M
394,139
-1%
增持
—
ASSURED GUARANTY LTD
+$1.0M
15,426
+279%
建仓
CAH
CARDINAL HEALTH INC
+$1.0M
9,305
清仓
FMX
FOMENTO ECONOMICO MEXICANO S
-$944.4K
0
-100%
清仓
HOV
HOVNANIAN ENTERPRISES INC
-$926.4K
0
-100%
清仓
ADBE
ADOBE INC
-$912.2K
0
-100%
减持
—
CONSOLIDATED WATER CO INC
-$880.2K
12,225
-65%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$560.2K
110,102
+26%
增持
IYF
ISHARES TR
+$542.1K
21,037
+22%
增持
AMZN
AMAZON COM INC
+$541.6K
16,126
+4%
清仓
ONEQ
FIDELITY COMWLTH TR
-$519.7K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$514.9K
1,931
-22%
建仓
IYJ
ISHARES TR
+$444.5K
3,536
减持
WPC
WP CAREY INC
-$391.1K
18,140
-17%
建仓
IJK
ISHARES TR
+$365.9K
4,010
增持
FTEC
FIDELITY COVINGTON TRUST
+$364.8K
12,251
+13%
清仓
IYY
ISHARES TR
-$364.6K
0
-100%
建仓
IJJ
ISHARES TR
+$362.5K
3,064
减持
GVI
ISHARES TR
-$331.4K
124,998
-2%
减持
ANF
ABERCROMBIE & FITCH CO
+$327.0K
12,230
-11%
增持
IAU
ISHARES GOLD TR
+$326.4K
62,328
+6%
减持
IVV
ISHARES TR
-$321.2K
1,117
-41%
减持
HYG
ISHARES TR
-$311.1K
310,913
-2%
清仓
LNG
CHENIERE ENERGY INC
-$303.5K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$292.5K
1,460
增持
META
META PLATFORMS INC
+$249.4K
1,743
+3%
建仓
MARA
MARATHON DIGITAL HOLDINGS IN
+$248.2K
10,992
增持
VGT
VANGUARD WORLD FD
+$239.9K
1,555
+31%
建仓
AXP
AMERICAN EXPRESS CO
+$227.4K
998
减持
—
EXXON MOBIL CORP
+$220.3K
16,259
-3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$210.1K
0
-100%
建仓
AMP
AMERIPRISE FINL INC
+$210.0K
479
建仓
GD
GENERAL DYNAMICS CORP
+$206.5K
731
建仓
VO
VANGUARD INDEX FDS
+$204.6K
819
增持
PANW
PALO ALTO NETWORKS INC
+$194.3K
5,819
+18%
增持
AAPL
APPLE INC
-$189.2K
9,465
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$175.8K
8,441
-4%
增持
—
AERCAP HOLDINGS NV
+$173.6K
12,843
+1%
减持
PH
PARKER-HANNIFIN CORP
+$170.5K
1,914
-1%
减持
IHG
INTERCONTINENTAL HOTELS GROU
+$165.3K
13,457
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$160.1K
1,256
+22%
增持
IYH
ISHARES TR
+$138.9K
25,136
+408%
减持
—
ETF SER SOLUTIONS
+$137.7K
131,127
-1%
增持
MAIN
MAIN STR CAP CORP
+$134.2K
22,708
+4%
增持
MSFT
MICROSOFT CORP
+$131.0K
2,790
+1%
减持
MUB
ISHARES TR
-$122.4K
17,686
-5%
减持
TXN
TEXAS INSTRS INC
-$121.9K
54,983
-3%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$114.8K
130,562
-3%
增持
IYM
ISHARES TR
+$110.5K
10,855
+0%
增持
TMUS
T-MOBILE US INC
+$104.9K
8,338
+6%
减持
KNTK
KINETIK HOLDINGS INC
+$96.6K
15,735
-1%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$91.5K
46,489
-4%
增持
IBDV
ISHARES TR
+$91.3K
15,903
+35%
减持
FSK
FS KKR CAP CORP
-$88.7K
84,965
-1%
增持
CQP
CHENIERE ENERGY PARTNERS LP
+$87.3K
18,451
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$80.8K
12,276
+4%
增持
BAC
BANK AMERICA CORP
+$79.9K
17,221
+1%
减持
IWF
ISHARES TR
+$79.4K
3,518
-4%
增持
—
THOMSON REUTERS CORP.
+$78.4K
7,337
+1%
增持
ING
ING GROEP N.V.
+$76.6K
23,153
+14%
增持
SOXX
ISHARES TR
+$75.5K
1,680
+219%
减持
CNQ
CANADIAN NAT RES LTD
+$75.3K
7,918
-2%
减持
IUSB
ISHARES TR
-$73.3K
55,951
-2%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$70.8K
5,231
+22%
增持
—
EVEREST GROUP LTD
+$69.1K
913
+10%
减持
OKE
ONEOK INC NEW
+$67.7K
7,358
-1%
增持
CCJ
CAMECO CORP
+$67.2K
8,656
+21%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$65.8K
39,997
+9%
增持
CRM
SALESFORCE INC
+$64.8K
1,192
+7%
增持
BSX
BOSTON SCIENTIFIC CORP
+$63.8K
5,930
+0%
清仓
—
ARES CAPITAL CORP
-$61.8K
0
-100%
增持
GOOG
ALPHABET INC
+$61.0K
2,650
+9%
增持
CNA
CNA FINL CORP
+$60.8K
8,091
+12%
减持
XLE
SELECT SECTOR SPDR TR
+$56.9K
9,279
-5%
增持
HDV
ISHARES TR
+$53.7K
3,070
+10%
减持
PAA
PLAINS ALL AMERN PIPELINE L
+$53.7K
33,326
-5%
减持
—
STELLANTIS N.V
+$52.8K
20,470
-9%
增持
YELP
YELP INC
+$52.3K
9,062
+41%
减持
ET
ENERGY TRANSFER L P
+$51.8K
37,044
-4%
增持
AEG
AEGON LTD
+$51.2K
96,697
+4%
增持
NOK
NOKIA CORP
+$51.2K
32,923
+72%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$48.3K
20,356
-2%
减持
SSO
PROSHARES TR
+$45.7K
5,644
-6%
减持
VUG
VANGUARD INDEX FDS
+$44.4K
1,612
-2%
减持
MPLX
MPLX LP
+$42.6K
13,831
-5%
减持
KRG
KITE RLTY GROUP TR
-$40.3K
22,843
-2%
增持
QQQ
INVESCO QQQ TR
+$37.0K
834
+2%
减持
IXJ
ISHARES TR
-$35.9K
2,926
-18%
减持
SPH
SUBURBAN PROPANE PARTNERS L
+$33.3K
26,372
-7%
增持
INTU
INTUIT
+$32.7K
984
+1%
减持
EPR
EPR PPTYS
-$31.8K
5,133
-0%
增持
PFF
ISHARES TR
+$30.8K
24,019
+1%
增持
TBIL
RBB FD INC
+$30.4K
76,151
+0%
增持
CVX
CHEVRON CORP NEW
+$30.0K
3,475
+0%
增持
MSD
MORGAN STANLEY EMKT DBT FD I
+$29.6K
76,709
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$29.4K
4,567
-3%
增持
XLP
SELECT SECTOR SPDR TR
+$27.8K
6,175
+0%
减持
AGG
ISHARES TR
-$27.3K
3,832
-6%
增持
—
VECTOR GROUP LTD
+$23.3K
50,416
+7%
减持
—
SFL CORPORATION LTD
+$19.9K
41,873
-11%
减持
ISTB
ISHARES TR
-$18.9K
42,772
-1%
增持
IWM
ISHARES TR
+$18.8K
1,188
+3%
减持
BXMT
BLACKSTONE MTG TR INC
-$16.1K
10,161
-1%
减持
FHLC
FIDELITY COVINGTON TRUST
+$14.9K
10,182
-5%
增持
XLY
SELECT SECTOR SPDR TR
+$13.4K
1,908
+1%
减持
XLI
SELECT SECTOR SPDR TR
-$13.2K
2,426
-15%
增持
CION
CION INVT CORP
-$12.7K
63,773
+1%
减持
COST
COSTCO WHSL CORP NEW
+$12.3K
309
-5%
减持
IVE
ISHARES TR
+$11.6K
2,684
-5%
减持
VTV
VANGUARD INDEX FDS
+$10.9K
1,698
-4%
减持
USIG
ISHARES TR
-$10.0K
16,552
-0%
减持
T
AT&T INC
+$9.8K
12,537
-0%
减持
IVT
INVENTRUST PPTYS CORP
-$7.1K
10,715
-4%
建仓
—
NOBLE CORP PLC
+$5.5K
18,700
减持
—
INVESCO EXCH TRD SLF IDX FD
-$5.0K
18,495
-1%
建仓
—
NOBLE CORP PLC
+$4.8K
18,700
减持
SPSB
SPDR SER TR
-$4.4K
27,645
-1%
增持
SPIB
SPDR SER TR
-$3.5K
28,426
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$2.3K
18,351
-0%
减持
VFH
VANGUARD WORLD FD
-$1.1K
5,158
-10%
建仓
CORZZ
CORE SCIENTIFIC INC NEW
+$252
10,500
建仓
CORZW
CORE SCIENTIFIC INC NEW
+$168
12,600
