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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 144 项
建仓 11
增持 39
减持 69
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$42.8M
65,290
+2471%
减持
SPXL
DIREXION SHS ETF TR
-$32.8M
168,594
-49%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$6.5M
6,055
-93%
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
TBIL
RBB FD INC
-$6.5M
8,920
-94%
减持
TLH
ISHARES TR
-$6.4M
4,522
-93%
增持
IGSB
ISHARES TR
+$3.7M
191,725
+57%
建仓
IYF
ISHARES TR
+$2.7M
20,943
减持
FNDX
SCHWAB STRATEGIC TR
-$2.7M
9,552
-91%
建仓
IYE
ISHARES TR
+$2.5M
53,494
减持
FTEC
FIDELITY COVINGTON TRUST
-$2.4M
5,522
-67%
减持
IYW
ISHARES TR
-$2.1M
7,718
-58%
建仓
—
MILLICOM INTL CELLULAR S A
+$1.8M
32,393
清仓
IYK
ISHARES TR
-$1.8M
0
-100%
清仓
IYC
ISHARES TR
-$1.8M
0
-100%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.5M
0
-100%
清仓
GEV
GE VERNOVA INC
-$1.4M
0
-100%
建仓
LLY
ELI LILLY & CO
+$1.3M
1,169
清仓
CTVA
CORTEVA INC
-$1.2M
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$1.2M
5,644
清仓
NOBL
PROSHARES TR
-$1.2M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$1.1M
38,697
-9%
清仓
—
SPORTRADAR GROUP AG
-$1.1M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
469
-81%
建仓
HCA
HCA HEALTHCARE INC
+$1.0M
2,162
减持
VGT
VANGUARD WORLD FD
-$885.1K
366
-76%
清仓
MPC
MARATHON PETE CORP
-$771.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$757.7K
2,329
-51%
减持
MUB
ISHARES TR
-$670.3K
5,754
-52%
清仓
INTU
INTUIT
-$631.7K
0
-100%
增持
BITB
BITWISE BITCOIN ETF TR
+$619.7K
22,240
+216%
清仓
VUG
VANGUARD INDEX FDS
-$614.7K
0
-100%
增持
IDU
ISHARES TR
+$596.8K
24,666
+32%
减持
—
EXXON MOBIL CORP
-$592.9K
2,214
-71%
减持
AAPL
APPLE INC
-$591.7K
6,237
-31%
减持
FSK
FS KKR CAP CORP
-$574.5K
45,897
-45%
减持
PANW
PALO ALTO NETWORKS INC
-$483.7K
2,754
-43%
减持
IVV
ISHARES TR
-$466.0K
351
-67%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$455.8K
0
-100%
减持
IAU
ISHARES GOLD TR
-$445.0K
14,435
-35%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$421.9K
7,072
-4%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$417.5K
0
-100%
减持
SE
SEA LTD
-$378.0K
2,679
-33%
清仓
HDV
ISHARES TR
-$376.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$370.9K
6,910
-23%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$368.0K
3,799
-34%
清仓
XLK
SELECT SECTOR SPDR TR
-$353.4K
0
-100%
清仓
OKLO
OKLO INC
-$339.8K
0
-100%
减持
MSFT
MICROSOFT CORP
-$336.0K
1,830
-22%
减持
GVI
ISHARES TR
-$332.6K
28,604
-10%
减持
LQD
ISHARES TR
-$314.9K
91,398
-2%
建仓
MU
MICRON TECHNOLOGY INC
+$306.2K
1,073
减持
HYG
ISHARES TR
-$304.5K
98,896
-3%
清仓
ITB
ISHARES TR
-$301.6K
0
-100%
清仓
AVGO
BROADCOM INC
-$279.6K
0
-100%
清仓
UFOX
ETF SER SOLUTIONS
-$272.7K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$264.8K
0
-100%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$263.4K
111,534
-1%
清仓
GD
GENERAL DYNAMICS CORP
-$249.3K
0
-100%
减持
AEM
AGNICO EAGLE MINES LTD
-$244.6K
7,856
-16%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$243.2K
0
-100%
减持
IGIB
ISHARES TR
-$224.5K
73,857
-5%
建仓
GOOGL
ALPHABET INC
+$219.3K
701
清仓
VO
VANGUARD INDEX FDS
-$216.2K
0
-100%
建仓
DDM
PROSHARES TR
+$213.3K
3,752
减持
IBDV
ISHARES TR
-$213.1K
81,802
-10%
增持
PH
PARKER-HANNIFIN CORP
+$212.3K
1,690
+1%
清仓
—
TRANE TECHNOLOGIES PLC
-$210.1K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$208.8K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$206.3K
2,805
增持
HESM
HESS MIDSTREAM LP
+$205.1K
20,693
+41%
清仓
WMT
WALMART INC
-$203.7K
0
-100%
减持
GOOG
ALPHABET INC
-$190.8K
2,052
-40%
减持
META
META PLATFORMS INC
-$174.0K
1,973
-2%
减持
KGC
KINROSS GOLD CORP
-$152.1K
52,098
-20%
减持
CVX
CHEVRON CORP NEW
-$150.8K
1,900
-33%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
-$147.3K
129,509
+0%
增持
NWG
NATWEST GROUP PLC
+$144.3K
40,576
+1%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$140.3K
41,103
+17%
增持
ABT
ABBOTT LABS
+$138.3K
11,591
+18%
减持
ING
ING GROEP N.V.
+$137.2K
71,925
-0%
减持
TMUS
T-MOBILE US INC
-$128.3K
2,098
-9%
减持
VTR
VENTAS INC
+$125.7K
18,139
-1%
增持
SLV
ISHARES SILVER TR
+$122.0K
5,237
+3%
减持
RTX
RTX CORPORATION
-$109.6K
8,171
-15%
建仓
—
CAPITAL SOUTHWEST CORP
+$107.4K
108,000
减持
TRV
TRAVELERS COMPANIES INC
-$103.9K
977
-30%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$100.0K
27,765
-7%
减持
GLW
CORNING INC
+$98.9K
19,092
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$98.1K
15,577
+3%
减持
SAP
SAP SE
-$91.5K
1,414
-13%
增持
CNA
CNA FINL CORP
+$90.1K
12,695
+14%
增持
ET
ENERGY TRANSFER L P
+$88.4K
42,639
+19%
增持
IBDW
ISHARES TR
+$86.1K
109,499
+4%
减持
COST
COSTCO WHSL CORP NEW
-$84.8K
365
-15%
增持
AXP
AMERICAN EXPRESS CO
+$82.1K
1,523
+5%
减持
FHLC
FIDELITY COVINGTON TRUST
+$78.0K
11,144
-1%
减持
HSBC
HSBC HLDGS PLC
+$65.2K
9,677
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$59.3K
20,783
+7%
减持
CHD
CHURCH & DWIGHT CO INC
-$59.2K
5,162
-8%
增持
BSX
BOSTON SCIENTIFIC CORP
+$56.0K
6,134
+13%
增持
MPLX
MPLX LP
+$52.6K
12,598
+2%
增持
NVDA
NVIDIA CORPORATION
+$50.9K
10,259
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$50.9K
19,682
-6%
减持
UNM
UNUM GROUP
-$50.9K
5,953
-10%
减持
ONEQ
FIDELITY COMWLTH TR
-$48.9K
3,986
-14%
增持
WPC
WP CAREY INC
-$46.9K
15,393
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$45.8K
6,481
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$41.8K
5,488
+0%
增持
AIS
TIDAL TRUST III
+$40.9K
13,468
+1%
减持
ENB
ENBRIDGE INC
-$38.2K
13,578
-0%
减持
SOXX
ISHARES TR
+$35.0K
1,667
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$33.8K
4,076
-7%
减持
USIG
ISHARES TR
-$33.5K
14,495
-3%
减持
ORI
OLD REP INTL CORP
+$33.1K
11,961
-1%
增持
IXJ
ISHARES TR
+$27.9K
2,967
+1%
增持
TYGO
TIGO ENERGY INC
-$27.9K
29,387
+7%
减持
MSD
MORGAN STANLEY EMKT DBT FD I
-$27.1K
78,604
-5%
增持
AFL
AFLAC INC
+$26.6K
4,343
+7%
增持
SSO
PROSHARES TR
+$26.5K
9,901
+103%
减持
SPSB
SPDR SERIES TRUST
-$26.4K
18,504
-4%
减持
SPIB
SPDR SERIES TRUST
-$25.1K
16,832
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$20.0K
2,617
+0%
减持
TRP
TC ENERGY CORP
-$18.6K
11,300
-4%
增持
AEG
AEGON LTD
-$16.2K
85,221
+1%
增持
FELC
FIDELITY COVINGTON TRUST
+$15.8K
7,234
+4%
减持
SEIX
VIRTUS ETF TR II
-$14.3K
19,449
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$12.9K
16,058
-3%
增持
IYY
ISHARES TR
+$12.8K
2,031
+2%
减持
SBRA
SABRA HEALTH CARE REIT INC
+$10.2K
34,860
-0%
增持
SPH
SUBURBAN PROPANE PARTNERS L
+$9.7K
33,239
+2%
增持
PFFA
ETFIS SER TR I
-$9.6K
62,273
+0%
减持
IVW
ISHARES TR
+$9.6K
4,394
-0%
减持
IWF
ISHARES TR
-$8.5K
2,967
-2%
减持
PFF
ISHARES TR
-$6.2K
7,330
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$5.9K
19,922
+99%
增持
QQQH
NEOS ETF TRUST
-$5.4K
65,780
+0%
减持
VFH
VANGUARD WORLD FD
-$4.8K
5,333
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$4.7K
6,498
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$2.7K
299
-10%
增持
IBDS
ISHARES TR
+$2.7K
85,261
+0%
减持
QQQ
INVESCO QQQ TR
+$1.9K
768
-2%
增持
XLY
SELECT SECTOR SPDR TR
-$1.1K
3,648
+100%
增持
ETR
ENTERGY CORP NEW
+$707
6,946
+1%
减持
IWM
ISHARES TR
-$590
1,714
-2%