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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
24Q4 调仓
2024-06-30 → 2024-12-31 · 共 150 项
建仓 122
增持 4
减持 4
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
SPXL
DIREXION SHS ETF TR
+$50.0M
296,610
清仓
VTI
VANGUARD INDEX FDS
-$24.9M
0
-100%
建仓
LQD
ISHARES TR
+$23.3M
217,654
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。
减持
SPY
SPDR S&P 500 ETF TR
-$15.9M
2,504
-92%
建仓
HYG
ISHARES TR
+$14.3M
181,581
清仓
SHY
ISHARES TR
-$13.8M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$12.5M
866
-97%
清仓
OUNZ
VANECK MERK GOLD TR
-$9.2M
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$8.8M
46,933
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$7.5M
0
-100%
建仓
IGSB
ISHARES TR
+$6.7M
130,262
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$6.4M
0
-100%
建仓
GVI
ISHARES TR
+$6.2M
59,164
建仓
IGIB
ISHARES TR
+$5.8M
112,492
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$5.4M
0
-100%
清仓
AVEM
AMERICAN CENTY ETF TR
-$4.8M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$4.6M
0
-100%
建仓
TBIL
RBB FD INC
+$3.7M
73,575
建仓
AMZN
AMAZON COM INC
+$3.5M
15,997
建仓
—
NEOS ETF TRUST
+$3.4M
131,614
建仓
IAU
ISHARES GOLD TR
+$3.0M
60,843
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$2.8M
130,604
建仓
FTEC
FIDELITY COVINGTON TRUST
+$2.7M
14,522
建仓
NVDA
NVIDIA CORPORATION
+$2.6M
19,268
建仓
IUSB
ISHARES TR
+$2.5M
55,293
建仓
FNDX
SCHWAB STRATEGIC TR
+$2.2M
94,233
建仓
IYF
ISHARES TR
+$2.2M
19,515
减持
XLE
SELECT SECTOR SPDR TR
-$2.1M
10,021
-69%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$2.1M
113,293
建仓
IBDV
ISHARES TR
+$1.9M
91,067
建仓
PANW
PALO ALTO NETWORKS INC
+$1.9M
10,587
建仓
IYJ
ISHARES TR
+$1.9M
14,411
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.9M
36,923
增持
AAPL
APPLE INC
+$1.8M
9,254
+301%
建仓
FSK
FS KKR CAP CORP
+$1.8M
83,332
建仓
TRGP
TARGA RES CORP
+$1.8M
9,981
建仓
TMUS
T-MOBILE US INC
+$1.7M
7,749
建仓
IYE
ISHARES TR
+$1.7M
37,488
建仓
IDU
ISHARES TR
+$1.7M
17,302
清仓
JLL
JONES LANG LASALLE INC
-$1.7M
0
-100%
清仓
AMLP
ALPS ETF TR
-$1.6M
0
-100%
建仓
MUB
ISHARES TR
+$1.6M
15,045
建仓
CHD
CHURCH & DWIGHT CO INC
+$1.6M
15,299
建仓
IYW
ISHARES TR
+$1.5M
9,712
建仓
IWF
ISHARES TR
+$1.4M
3,567
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.4M
2
建仓
MAIN
MAIN STR CAP CORP
+$1.3M
22,644
建仓
—
THOMSON REUTERS CORP
+$1.3M
8,075
建仓
SKYW
SKYWEST INC
+$1.2M
11,912
建仓
PH
PARKER-HANNIFIN CORP
+$1.2M
1,860
建仓
NTAP
NETAPP INC
+$1.2M
10,051
建仓
CAVA
CAVA GROUP INC
+$1.2M
10,322
清仓
NRG
NRG ENERGY INC
-$1.2M
0
-100%
建仓
SPXC
SPX TECHNOLOGIES INC
+$1.1M
7,874
建仓
NOBL
PROSHARES TR
+$1.1M
11,285
建仓
—
CARNIVAL CORP
+$1.1M
44,905
建仓
GLD
SPDR GOLD TR
+$1.1M
4,559
建仓
META
META PLATFORMS INC
+$1.1M
1,883
建仓
PFFA
ETFIS SER TR I
+$1.1M
50,036
建仓
VGT
VANGUARD WORLD FD
+$966.9K
1,555
清仓
SPTS
SPDR SER TR
-$936.8K
0
-100%
建仓
IVV
ISHARES TR
+$890.4K
1,512
建仓
WPC
WP CAREY INC
+$863.0K
15,840
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$793.0K
0
-100%
建仓
USIG
ISHARES TR
+$790.9K
15,730
建仓
XLF
SELECT SECTOR SPDR TR
+$780.8K
16,155
建仓
BAC
BANK AMERICA CORP
+$774.8K
17,630
建仓
KNTK
KINETIK HOLDINGS INC
+$718.3K
12,666
增持
MSFT
MICROSOFT CORP
+$712.3K
2,305
+297%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$694.0K
3,157
建仓
ET
ENERGY TRANSFER L P
+$691.9K
35,317
建仓
SPIB
SPDR SER TR
+$685.4K
20,922
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$676.8K
0
-100%
建仓
ENB
ENBRIDGE INC
+$676.6K
15,946
建仓
OKE
ONEOK INC NEW
+$673.2K
6,705
建仓
NL
NL INDS INC
+$670.1K
86,240
建仓
HSBC
HSBC HLDGS PLC
+$664.3K
13,430
减持
—
EXXON MOBIL CORP
-$663.7K
16,735
-22%
建仓
VUG
VANGUARD INDEX FDS
+$661.6K
1,612
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$660.3K
38,124
建仓
FHLC
FIDELITY COVINGTON TRUST
+$658.0K
10,068
建仓
SPSB
SPDR SER TR
+$656.8K
21,995
建仓
MPLX
MPLX LP
+$653.0K
13,645
建仓
MSD
MORGAN STANLEY EMKT DBT FD I
+$645.5K
83,837
清仓
WTBA
WEST BANCORPORATION INC
-$631.0K
0
-100%
建仓
VFH
VANGUARD WORLD FD
+$629.9K
5,335
建仓
CRM
SALESFORCE INC
+$624.9K
1,869
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$605.8K
35,470
建仓
MO
ALTRIA GROUP INC
+$603.2K
11,536
建仓
AEG
AEGON LTD
+$601.3K
102,086
建仓
VYM
VANGUARD WHITEHALL FDS
+$585.3K
4,587
建仓
INTU
INTUIT
+$581.4K
925
建仓
—
SFL CORPORATION LTD
+$568.9K
55,668
建仓
CNQ
CANADIAN NAT RES LTD
+$566.6K
18,355
建仓
MPC
MARATHON PETE CORP
+$558.0K
4,000
建仓
SPH
SUBURBAN PROPANE PARTNERS L
+$554.4K
32,233
建仓
SSO
PROSHARES TR
+$537.0K
5,805
建仓
GOOG
ALPHABET INC
+$535.3K
2,811
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$518.6K
3,056
建仓
CVX
CHEVRON CORP NEW
+$504.0K
3,480
建仓
BSX
BOSTON SCIENTIFIC CORP
+$499.2K
5,589
建仓
XLP
SELECT SECTOR SPDR TR
+$496.7K
6,319
建仓
IHG
INTERCONTINENTAL HOTELS GROU
+$496.6K
3,975
建仓
IVE
ISHARES TR
+$493.5K
2,585
清仓
VXUS
VANGUARD STAR FDS
-$477.1K
0
-100%
建仓
CCJ
CAMECO CORP
+$467.9K
9,105
建仓
JPM
JPMORGAN CHASE & CO.
+$445.3K
1,858
建仓
SCHD
SCHWAB STRATEGIC TR
+$436.5K
15,978
建仓
SOXX
ISHARES TR
+$432.2K
2,006
建仓
XLY
SELECT SECTOR SPDR TR
+$431.5K
1,923
建仓
XLI
SELECT SECTOR SPDR TR
+$431.2K
3,273
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$424.3K
0
-100%
建仓
CNA
CNA FINL CORP
+$420.8K
8,700
建仓
PGR
PROGRESSIVE CORP
+$416.9K
1,740
建仓
HNI
HNI CORP
+$413.2K
8,204
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$395.1K
17,127
建仓
IWM
ISHARES TR
+$391.4K
1,771
建仓
ING
ING GROEP N.V.
+$379.3K
24,203
建仓
KRG
KITE RLTY GROUP TR
+$371.7K
14,728
建仓
SEIX
VIRTUS ETF TR II
+$363.5K
15,189
建仓
TRV
TRAVELERS COMPANIES INC
+$359.2K
1,491
建仓
—
EVEREST GROUP LTD
+$352.3K
972
建仓
COST
COSTCO WHSL CORP NEW
+$347.6K
379
建仓
HDV
ISHARES TR
+$344.6K
3,070
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$331.5K
20,785
+88%
建仓
MGK
VANGUARD WORLD FD
+$318.3K
927
建仓
ITB
ISHARES TR
+$310.9K
3,007
清仓
IEF
ISHARES TR
-$310.6K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$308.9K
1,041
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$300.6K
1,869
+39%
建仓
XLK
SELECT SECTOR SPDR TR
+$291.5K
1,253
建仓
VTV
VANGUARD INDEX FDS
+$287.5K
1,698
建仓
AMP
AMERIPRISE FINL INC
+$286.4K
538
清仓
MRK
MERCK & CO INC
-$285.5K
0
-100%
建仓
EFA
ISHARES TR
+$275.8K
3,648
建仓
PFF
ISHARES TR
+$275.5K
8,764
清仓
PEP
PEPSICO INC
-$263.9K
0
-100%
建仓
IXJ
ISHARES TR
+$252.6K
2,939
建仓
MLM
MARTIN MARIETTA MATLS INC
+$252.6K
489
建仓
T
AT&T INC
+$237.5K
10,430
建仓
FLOT
ISHARES TR
+$224.2K
4,407
建仓
VO
VANGUARD INDEX FDS
+$216.3K
819
建仓
IVW
ISHARES TR
+$215.7K
2,124
建仓
UFOX
ETF SER SOLUTIONS
+$210.6K
4,421
建仓
—
TRANE TECHNOLOGIES PLC
+$205.7K
557
建仓
FELC
FIDELITY COVINGTON TRUST
+$203.5K
6,178
建仓
MARA
MARA HOLDINGS INC
+$187.0K
11,152
建仓
BXMT
BLACKSTONE MTG TR INC
+$178.1K
10,230
建仓
NOK
NOKIA CORP
+$145.8K
32,923
建仓
RIOT
RIOT PLATFORMS INC
+$116.3K
11,390