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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 5
减持 3
清仓 122
方向
标的
Δ市值
现股数(环比)
清仓
SPXL
DIREXION SHS ETF TR
-$83.6M
0
-100%
清仓
LQD
ISHARES TR
-$42.9M
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$24.9M
93,051
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
HYG
ISHARES TR
-$24.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$16.2M
31,947
+1267%
建仓
SHY
ISHARES TR
+$13.8M
168,944
清仓
GVI
ISHARES TR
-$13.0M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$12.6M
27,103
+3150%
清仓
TXN
TEXAS INSTRS INC
-$9.6M
0
-100%
建仓
OUNZ
VANECK MERK GOLD TR
+$9.2M
409,946
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$7.5M
152,343
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$6.4M
110,997
清仓
IGIB
ISHARES TR
-$5.9M
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$5.4M
93,830
建仓
AVEM
AMERICAN CENTY ETF TR
+$4.8M
78,883
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$4.6M
105,531
清仓
IGSB
ISHARES TR
-$4.6M
0
-100%
清仓
TBIL
RBB FD INC
-$3.8M
0
-100%
清仓
—
ETF SER SOLUTIONS
-$3.1M
0
-100%
清仓
AMZN
AMAZON COM INC
-$2.9M
0
-100%
清仓
TSLX
SIXTH STREET SPECIALTY LENDI
-$2.8M
0
-100%
清仓
IAU
ISHARES GOLD TR
-$2.6M
0
-100%
清仓
IUSB
ISHARES TR
-$2.6M
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$2.3M
0
-100%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$2.1M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$2.1M
32,408
+249%
清仓
ISTB
ISHARES TR
-$2.0M
0
-100%
清仓
IYF
ISHARES TR
-$2.0M
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$1.9M
0
-100%
清仓
MUB
ISHARES TR
-$1.9M
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$1.7M
0
-100%
建仓
JLL
JONES LANG LASALLE INC
+$1.7M
8,075
清仓
PANW
PALO ALTO NETWORKS INC
-$1.7M
0
-100%
清仓
FSK
FS KKR CAP CORP
-$1.6M
0
-100%
建仓
AMLP
ALPS ETF TR
+$1.6M
33,621
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$1.6M
0
-100%
清仓
IYM
ISHARES TR
-$1.6M
0
-100%
清仓
IYH
ISHARES TR
-$1.6M
0
-100%
清仓
ANF
ABERCROMBIE & FITCH CO
-$1.5M
0
-100%
清仓
IYK
ISHARES TR
-$1.5M
0
-100%
清仓
IHG
INTERCONTINENTAL HOTELS GROU
-$1.4M
0
-100%
清仓
TMUS
T-MOBILE US INC
-$1.4M
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.4M
0
-100%
清仓
—
ASSURED GUARANTY LTD
-$1.3M
0
-100%
清仓
IYW
ISHARES TR
-$1.3M
0
-100%
清仓
IWF
ISHARES TR
-$1.2M
0
-100%
建仓
NRG
NRG ENERGY INC
+$1.2M
14,862
清仓
NOBL
PROSHARES TR
-$1.2M
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$1.1M
0
-100%
减持
AAPL
APPLE INC
-$1.1M
2,309
-76%
清仓
—
AERCAP HOLDINGS NV
-$1.1M
0
-100%
清仓
MAIN
MAIN STR CAP CORP
-$1.1M
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$1.1M
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$1.0M
0
-100%
清仓
WPC
WP CAREY INC
-$1.0M
0
-100%
建仓
SPTS
SPDR SER TR
+$936.8K
32,450
清仓
SPIB
SPDR SER TR
-$929.3K
0
-100%
减持
MSFT
MICROSOFT CORP
-$914.6K
580
-79%
清仓
CQP
CHENIERE ENERGY PARTNERS LP
-$911.3K
0
-100%
清仓
GLD
SPDR GOLD TR
-$904.3K
0
-100%
清仓
META
META PLATFORMS INC
-$846.6K
0
-100%
清仓
USIG
ISHARES TR
-$840.4K
0
-100%
清仓
SPSB
SPDR SER TR
-$823.0K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$815.3K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$806.0K
0
-100%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$793.0K
15,627
清仓
PFF
ISHARES TR
-$774.1K
0
-100%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$710.4K
0
-100%
清仓
CION
CION INVT CORP
-$701.5K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$676.8K
12,712
清仓
BAC
BANK AMERICA CORP
-$653.0K
0
-100%
清仓
INTU
INTUIT
-$639.6K
0
-100%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$634.4K
0
-100%
建仓
WTBA
WEST BANCORPORATION INC
+$631.0K
35,252
清仓
KNTK
KINETIK HOLDINGS INC
-$627.4K
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD
-$604.4K
0
-100%
清仓
SBRA
SABRA HEALTH CARE REIT INC
-$590.8K
0
-100%
清仓
OKE
ONEOK INC NEW
-$589.9K
0
-100%
清仓
IVV
ISHARES TR
-$587.3K
0
-100%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$585.2K
0
-100%
清仓
AEG
AEGON LTD
-$585.0K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$582.7K
0
-100%
清仓
—
STELLANTIS N.V
-$579.3K
0
-100%
清仓
MPLX
MPLX LP
-$574.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$574.0K
21,403
+32%
清仓
VUG
VANGUARD INDEX FDS
-$554.9K
0
-100%
清仓
MSD
MORGAN STANLEY EMKT DBT FD I
-$554.6K
0
-100%
清仓
—
VECTOR GROUP LTD
-$552.6K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$552.5K
0
-100%
清仓
—
SFL CORPORATION LTD
-$551.9K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$548.2K
0
-100%
清仓
SPH
SUBURBAN PROPANE PARTNERS L
-$538.8K
0
-100%
清仓
VFH
VANGUARD WORLD FD
-$528.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$525.5K
0
-100%
清仓
IVE
ISHARES TR
-$501.4K
0
-100%
清仓
KRG
KITE RLTY GROUP TR
-$495.2K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$477.1K
7,911
清仓
XLP
SELECT SECTOR SPDR TR
-$471.5K
0
-100%
清仓
IYJ
ISHARES TR
-$444.5K
0
-100%
清仓
SSO
PROSHARES TR
-$437.5K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$424.3K
16,752
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$421.2K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$420.4K
0
-100%
清仓
—
ISHARES TR
-$408.1K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$406.1K
0
-100%
清仓
GOOG
ALPHABET INC
-$403.5K
0
-100%
清仓
ING
ING GROEP N.V.
-$381.8K
0
-100%
清仓
SOXX
ISHARES TR
-$379.7K
0
-100%
清仓
AGG
ISHARES TR
-$375.3K
0
-100%
清仓
CCJ
CAMECO CORP
-$375.0K
0
-100%
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$373.6K
0
-100%
清仓
CNA
CNA FINL CORP
-$367.5K
0
-100%
清仓
IJK
ISHARES TR
-$365.9K
0
-100%
清仓
—
EVEREST GROUP LTD
-$362.9K
0
-100%
清仓
IJJ
ISHARES TR
-$362.5K
0
-100%
清仓
CRM
SALESFORCE INC
-$359.0K
0
-100%
清仓
—
CONSOLIDATED WATER CO INC
-$358.3K
0
-100%
清仓
YELP
YELP INC
-$357.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$350.7K
0
-100%
清仓
IBDV
ISHARES TR
-$346.9K
0
-100%
清仓
HDV
ISHARES TR
-$338.3K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$311.9K
0
-100%
建仓
IEF
ISHARES TR
+$310.6K
3,317
清仓
XLK
SELECT SECTOR SPDR TR
-$307.9K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$292.5K
0
-100%
建仓
MRK
MERCK & CO INC
+$285.5K
2,306
清仓
VTV
VANGUARD INDEX FDS
-$276.5K
0
-100%
清仓
IVT
INVENTRUST PPTYS CORP
-$275.5K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$273.7K
11,052
-46%
清仓
IXJ
ISHARES TR
-$272.6K
0
-100%
建仓
PEP
PEPSICO INC
+$263.9K
1,600
清仓
FLOT
ISHARES TR
-$257.1K
0
-100%
清仓
IWM
ISHARES TR
-$249.9K
0
-100%
清仓
MARA
MARATHON DIGITAL HOLDINGS IN
-$248.2K
0
-100%
清仓
—
VALARIS LTD
-$237.3K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$227.4K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$226.1K
0
-100%
清仓
T
AT&T INC
-$220.7K
0
-100%
清仓
EPR
EPR PPTYS
-$217.9K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$210.0K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$206.5K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$204.6K
0
-100%
清仓
BXMT
BLACKSTONE MTG TR INC
-$202.3K
0
-100%
清仓
—
PROSPECT CAP CORP
-$162.8K
0
-100%
清仓
XHR
XENIA HOTELS & RESORTS INC
-$160.6K
0
-100%
清仓
RIOT
RIOT PLATFORMS INC
-$139.4K
0
-100%
清仓
NOK
NOKIA CORP
-$116.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$18.6K
1,344
+7%
清仓
—
NOBLE CORP PLC
-$5.5K
0
-100%
清仓
—
NOBLE CORP PLC
-$4.8K
0
-100%
