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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 143 项
建仓 25
增持 53
减持 44
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
LQD
ISHARES TR
-$11.5M
107,842
-50%
减持
SPXL
DIREXION SHS ETF TR
-$8.5M
296,112
-0%
建仓
TLH
ISHARES TR
+$5.7M
55,201
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
HYG
ISHARES TR
-$5.6M
110,192
-39%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$5.5M
71,068
清仓
—
NEOS ETF TRUST
-$3.4M
0
-100%
建仓
QQQH
NEOS ETF TRUST
+$3.2M
65,759
建仓
IYK
ISHARES TR
+$2.5M
35,034
增持
TBIL
RBB FD INC
+$2.2M
117,247
+59%
清仓
IYJ
ISHARES TR
-$1.9M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$1.9M
38,304
-18%
建仓
AFL
AFLAC INC
+$1.8M
16,074
减持
AMZN
AMAZON COM INC
-$1.5M
10,559
-34%
建仓
ESS
ESSEX PPTY TR INC
+$1.5M
4,855
建仓
C
CITIGROUP INC
+$1.5M
20,849
建仓
GILD
GILEAD SCIENCES INC
+$1.4M
12,744
建仓
ABT
ABBOTT LABS
+$1.4M
10,431
减持
NVDA
NVIDIA CORPORATION
-$1.3M
11,500
-40%
清仓
—
THOMSON REUTERS CORP
-$1.3M
0
-100%
清仓
SKYW
SKYWEST INC
-$1.2M
0
-100%
清仓
NTAP
NETAPP INC
-$1.2M
0
-100%
清仓
CAVA
CAVA GROUP INC
-$1.2M
0
-100%
清仓
SPXC
SPX TECHNOLOGIES INC
-$1.1M
0
-100%
建仓
GMED
GLOBUS MED INC
+$1.1M
15,252
减持
PANW
PALO ALTO NETWORKS INC
-$1.1M
4,807
-55%
减持
GVI
ISHARES TR
-$1.1M
48,163
-19%
减持
CHD
CHURCH & DWIGHT CO INC
-$1.0M
5,189
-66%
建仓
—
SPORTRADAR GROUP AG
+$941.5K
43,548
建仓
AEM
AGNICO EAGLE MINES LTD
+$924.1K
8,524
增持
ING
ING GROEP N.V.
+$815.9K
61,010
+152%
清仓
BAC
BANK AMERICA CORP
-$774.8K
0
-100%
清仓
KNTK
KINETIK HOLDINGS INC
-$718.3K
0
-100%
建仓
ETR
ENTERGY CORP NEW
+$695.6K
8,137
清仓
OKE
ONEOK INC NEW
-$673.2K
0
-100%
建仓
HESM
HESS MIDSTREAM LP
+$669.6K
15,833
增持
NL
NL INDS INC
+$646.2K
166,621
+93%
清仓
MO
ALTRIA GROUP INC
-$603.2K
0
-100%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$592.6K
29,179
建仓
BNY
BANK NEW YORK MELLON CORP
+$586.4K
6,992
清仓
—
SFL CORPORATION LTD
-$568.9K
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD
-$566.6K
0
-100%
建仓
NWG
NATWEST GROUP PLC
+$537.9K
45,124
增持
HDV
ISHARES TR
+$494.0K
6,924
+126%
清仓
IVE
ISHARES TR
-$493.5K
0
-100%
建仓
UNM
UNUM GROUP
+$491.0K
6,027
清仓
CCJ
CAMECO CORP
-$467.9K
0
-100%
减持
IAU
ISHARES GOLD TR
-$442.5K
43,587
-28%
建仓
TRP
TC ENERGY CORP
+$431.6K
9,143
减持
CRM
SALESFORCE INC
-$421.7K
757
-59%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$416.4K
2,373
+27%
增持
TRGP
TARGA RES CORP
+$406.8K
10,916
+9%
增持
TMUS
T-MOBILE US INC
+$387.1K
7,864
+1%
增持
IBDV
ISHARES TR
+$375.0K
106,822
+17%
增持
IYE
ISHARES TR
+$357.0K
41,893
+12%
减持
IYW
ISHARES TR
-$348.3K
8,551
-12%
建仓
ORI
OLD REP INTL CORP
+$327.3K
8,344
增持
IGSB
ISHARES TR
+$323.5K
134,772
+3%
建仓
BITB
BITWISE BITCOIN ETF TR
+$316.0K
7,040
减持
AAPL
APPLE INC
-$306.5K
9,053
-2%
增持
FNDX
SCHWAB STRATEGIC TR
+$305.0K
107,431
+14%
减持
IVV
ISHARES TR
-$300.7K
1,049
-31%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$252.6K
0
-100%
减持
IWF
ISHARES TR
-$247.1K
3,282
-8%
建仓
V
VISA INC
+$241.4K
689
清仓
T
AT&T INC
-$237.5K
0
-100%
增持
IDU
ISHARES TR
+$232.3K
18,704
+8%
建仓
EWI
ISHARES INC
+$231.4K
5,468
清仓
FLOT
ISHARES TR
-$224.2K
0
-100%
增持
GLD
SPDR GOLD TR
+$223.9K
4,608
+1%
建仓
RTX
RTX CORPORATION
+$217.5K
1,642
清仓
VO
VANGUARD INDEX FDS
-$216.3K
0
-100%
减持
MAIN
MAIN STR CAP CORP
-$211.7K
19,709
-13%
清仓
UFOX
ETF SER SOLUTIONS
-$210.6K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$205.7K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$203.9K
2,416
增持
JPM
JPMORGAN CHASE & CO.
+$199.3K
2,628
+41%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$191.9K
33,086
-10%
减持
—
EXXON MOBIL CORP
+$175.0K
16,608
-1%
减持
MSD
MORGAN STANLEY EMKT DBT FD I
-$172.4K
58,781
-30%
增持
SPH
SUBURBAN PROPANE PARTNERS L
+$162.8K
34,136
+6%
减持
PDI
PIMCO DYNAMIC INCOME FD
+$161.0K
113,070
-0%
增持
PGR
PROGRESSIVE CORP
+$159.9K
2,038
+17%
增持
CNA
CNA FINL CORP
+$152.8K
11,294
+30%
增持
PH
PARKER-HANNIFIN CORP
+$148.2K
2,190
+18%
减持
VUG
VANGUARD INDEX FDS
-$142.5K
1,400
-13%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$141.1K
37,346
+5%
增持
ET
ENERGY TRANSFER L P
+$130.4K
44,230
+25%
增持
—
CARNIVAL CORP
-$129.0K
50,694
+13%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
+$127.5K
129,998
-0%
增持
IYF
ISHARES TR
+$115.6K
20,146
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$115.3K
3,254
+3%
增持
META
META PLATFORMS INC
+$108.7K
2,101
+12%
增持
BSX
BOSTON SCIENTIFIC CORP
+$106.9K
6,008
+7%
减持
WPC
WP CAREY INC
+$102.7K
15,301
-3%
增持
FTEC
FIDELITY COVINGTON TRUST
-$101.8K
16,017
+10%
增持
—
EVEREST GROUP LTD
+$95.3K
1,232
+27%
减持
IHG
INTERCONTINENTAL HOTELS GROU
-$90.9K
3,702
-7%
增持
MSFT
MICROSOFT CORP
-$89.9K
2,349
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$89.6K
10,145
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$86.2K
13,403
-22%
减持
SPY
SPDR S&P 500 ETF TR
-$83.2K
2,474
-1%
增持
PFFA
ETFIS SER TR I
+$80.2K
55,443
+11%
增持
CVX
CHEVRON CORP NEW
+$78.3K
3,481
+0%
减持
IGIB
ISHARES TR
+$75.2K
111,760
-1%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$71.9K
41,914
+10%
增持
XLF
SELECT SECTOR SPDR TR
+$69.6K
17,071
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$67.2K
21,061
+1%
减持
SSO
PROSHARES TR
-$63.0K
5,726
-1%
减持
QQQ
INVESCO QQQ TR
-$59.1K
818
-6%
增持
MARA
MARA HOLDINGS INC
-$58.2K
11,202
+0%
增持
GOOG
ALPHABET INC
+$54.8K
3,777
+34%
增持
FHLC
FIDELITY COVINGTON TRUST
+$54.7K
10,431
+4%
减持
CRS
CARPENTER TECHNOLOGY CORP
-$49.6K
2,589
-15%
增持
XLY
SELECT SECTOR SPDR TR
-$49.4K
1,935
+1%
减持
PFF
ISHARES TR
-$49.1K
7,367
-16%
增持
IUSB
ISHARES TR
+$48.7K
55,294
+0%
增持
AXP
AMERICAN EXPRESS CO
+$48.0K
1,326
+27%
增持
SOXX
ISHARES TR
-$45.1K
2,057
+3%
增持
SEIX
VIRTUS ETF TR II
+$43.0K
17,214
+13%
减持
MPLX
MPLX LP
+$42.8K
13,001
-5%
减持
VTV
VANGUARD INDEX FDS
-$42.2K
1,420
-16%
减持
IWM
ISHARES TR
-$39.3K
1,765
-0%
减持
HSBC
HSBC HLDGS PLC
-$38.4K
10,897
-19%
增持
XLK
SELECT SECTOR SPDR TR
-$32.6K
1,254
+0%
增持
HNI
HNI CORP
+$31.7K
10,032
+22%
增持
NOK
NOKIA CORP
+$27.8K
32,959
+0%
增持
BXMT
BLACKSTONE MTG TR INC
+$26.9K
10,250
+0%
减持
AEG
AEGON LTD
+$25.0K
95,039
-7%
减持
NOBL
PROSHARES TR
+$24.6K
11,235
-0%
增持
ITB
ISHARES TR
-$24.3K
3,010
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$23.3K
4,358
-5%
增持
XLP
SELECT SECTOR SPDR TR
+$20.3K
6,330
+0%
减持
SPSB
SPDR SER TR
-$16.5K
21,271
-3%
增持
IVW
ISHARES TR
-$14.7K
2,165
+2%
增持
COST
COSTCO WHSL CORP NEW
+$13.3K
382
+1%
减持
USIG
ISHARES TR
-$11.8K
15,253
-3%
减持
EFA
ISHARES TR
-$10.1K
3,251
-11%
减持
ENB
ENBRIDGE INC
+$8.8K
15,468
-3%
增持
VFH
VANGUARD WORLD FD
+$8.6K
5,345
+0%
减持
SPIB
SPDR SER TR
-$8.6K
20,361
-3%
减持
TRV
TRAVELERS COMPANIES INC
+$6.5K
1,383
-7%
增持
XLI
SELECT SECTOR SPDR TR
+$740
3,295
+1%
增持
FELC
FIDELITY COVINGTON TRUST
+$407
6,536
+6%
