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JUNCTURE WEALTH STRATEGIES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JUNCTURE WEALTH STRATEGIES, LLC
报告期 2026-03-31 · CIK 0001632866
持仓数
133
前50大市值合计
$261.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 130 项
建仓 18
增持 63
减持 41
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
+$1.3M
800,226
+216%
清仓
LNTH
LANTHEUS HLDGS INC
-$1.2M
0
-100%
减持
NETL
ETF SER SOLUTIONS
-$983.3K
89,372
-21%
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。
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$869.2K
22,933
减持
VV
VANGUARD INDEX FDS
+$827.2K
256,421
-1%
减持
AXON
AXON ENTERPRISE INC
+$811.5K
4,258
-1%
增持
IVV
ISHARES TR
+$809.8K
2,674
+102%
增持
XYLD
GLOBAL X FDS
+$750.8K
148,893
+13%
清仓
OTEX
OPEN TEXT CORP
-$728.3K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$726.5K
2,220
+149%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$702.8K
78,658
+17%
增持
DFUV
DIMENSIONAL ETF TRUST
+$663.5K
479,411
+5%
减持
MUB
ISHARES TR
-$642.9K
20,169
-22%
建仓
KRE
SPDR SER TR
+$583.5K
9,668
增持
DFAT
DIMENSIONAL ETF TRUST
+$552.1K
194,009
+5%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$539.8K
8,260
建仓
IWF
ISHARES TR
+$530.1K
1,320
清仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$516.9K
0
-100%
减持
IDCC
INTERDIGITAL INC
+$516.9K
9,936
-0%
增持
AGG
ISHARES TR
+$482.9K
73,763
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$450.2K
354,989
+224%
建仓
ITB
ISHARES TR
+$444.7K
4,301
减持
ONTO
ONTO INNOVATION INC
-$411.8K
8,329
-4%
清仓
DINO
HF SINCLAIR CORP
-$398.4K
0
-100%
减持
SPYV
SPDR SER TR
-$390.4K
178,993
-1%
建仓
GDX
VANECK ETF TRUST
+$374.4K
11,042
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$371.5K
9,480
+4%
建仓
VO
VANGUARD INDEX FDS
+$362.1K
1,371
增持
VNQ
VANGUARD INDEX FDS
+$354.4K
19,346
+38%
建仓
SIL
GLOBAL X FDS
+$338.4K
10,652
增持
VOT
VANGUARD INDEX FDS
+$325.7K
17,922
+3%
增持
—
CELLEBRITE DI LTD
+$319.9K
60,003
+1%
增持
VBK
VANGUARD INDEX FDS
+$314.5K
13,682
+4%
增持
AVGO
BROADCOM INC
+$292.2K
3,775
+12%
建仓
IWM
ISHARES TR
+$290.8K
1,316
减持
NVO
NOVO-NORDISK A S
-$278.0K
3,769
-25%
清仓
MRK
MERCK & CO INC
-$262.4K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$256.4K
3,650
增持
SPY
SPDR S&P 500 ETF TR
+$256.2K
7,479
+4%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$253.2K
21,124
-0%
减持
SUB
ISHARES TR
-$251.5K
10,689
-18%
增持
HUBS
HUBSPOT INC
+$244.1K
1,349
+3%
减持
SMB
VANECK ETF TRUST
-$239.2K
30,812
-30%
建仓
TEAM
ATLASSIAN CORPORATION
+$237.3K
975
清仓
FCX
FREEPORT-MCMORAN INC
-$236.0K
0
-100%
增持
—
GLOBAL E ONLINE LTD
+$230.8K
13,161
+4%
建仓
PODD
INSULET CORP
+$229.2K
878
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$225.9K
2,769
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$223.1K
2,286
+102%
增持
NVDA
NVIDIA CORPORATION
+$215.3K
10,710
+6%
建仓
BAC
BANK AMERICA CORP
+$214.1K
4,872
清仓
PLD
PROLOGIS INC.
-$212.7K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
-$208.0K
91,979
+86%
清仓
CTAS
CINTAS CORP
-$207.5K
0
-100%
建仓
MC
MOELIS & CO
+$206.9K
2,800
建仓
ITOT
ISHARES TR
+$206.0K
1,602
增持
CVX
CHEVRON CORP NEW
+$195.5K
3,895
+56%
增持
TPR
TAPESTRY INC
+$185.5K
7,290
+18%
减持
—
LYONDELLBASELL INDUSTRIES N
-$179.5K
2,736
-31%
增持
URA
GLOBAL X FDS
-$174.1K
151,971
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$171.9K
19,115
-9%
增持
TSLA
TESLA INC
+$160.2K
1,121
+0%
减持
VRRM
VERRA MOBILITY CORP
-$159.8K
39,562
-1%
减持
TFI
SPDR SER TR
-$148.4K
16,371
-14%
增持
MELI
MERCADOLIBRE INC
-$141.4K
408
+0%
建仓
PATH
UIPATH INC
+$136.5K
10,740
减持
FMC
FMC CORP
-$134.2K
7,250
-2%
增持
GMED
GLOBUS MED INC
+$124.9K
10,740
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$123.9K
4,023
-13%
增持
—
CYBERARK SOFTWARE LTD
+$118.6K
2,833
+0%
减持
HALO
HALOZYME THERAPEUTICS INC
-$117.5K
11,978
-1%
增持
KVUE
KENVUE INC
+$116.0K
16,713
+61%
增持
CSCO
CISCO SYS INC
+$108.0K
14,538
+3%
增持
VTV
VANGUARD INDEX FDS
+$101.8K
3,002
+29%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$99.6K
97,397
+0%
减持
CAG
CONAGRA BRANDS INC
-$94.4K
15,470
-4%
减持
MSFT
MICROSOFT CORP
-$92.8K
2,541
-6%
减持
SCHH
SCHWAB STRATEGIC TR
-$85.6K
29,395
-3%
减持
VCEL
VERICEL CORP
+$76.6K
10,353
-11%
增持
GILD
GILEAD SCIENCES INC
+$75.6K
8,556
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$74.3K
1,956
+3%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$68.9K
11,318
+7%
增持
TTD
THE TRADE DESK INC
+$68.0K
6,639
+2%
减持
—
TOTALENERGIES SE
-$66.7K
5,685
-2%
增持
IGSB
ISHARES TR
+$66.5K
68,507
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$65.2K
857
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$63.6K
3,297
+6%
增持
NTRS
NORTHERN TR CORP
+$61.5K
4,212
+2%
减持
SON
SONOCO PRODS CO
-$61.5K
6,050
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$58.9K
11,342
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
-$55.0K
35,342
+96%
增持
SCHA
SCHWAB STRATEGIC TR
-$52.8K
144,518
+96%
增持
SPYD
SPDR SER TR
-$52.1K
29,150
+1%
增持
ARM
ARM HOLDINGS PLC
+$50.9K
2,488
+39%
减持
—
MEDTRONIC PLC
-$50.2K
3,466
-5%
增持
IJH
ISHARES TR
+$49.6K
10,324
+8%
减持
GOOG
ALPHABET INC
+$49.4K
2,702
-3%
减持
KO
COCA COLA CO
-$46.6K
4,393
-1%
增持
META
META PLATFORMS INC
+$46.3K
1,524
+3%
增持
C
CITIGROUP INC
+$45.2K
4,998
+2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$43.0K
3,159
-3%
减持
CFR
CULLEN FROST BANKERS INC
-$42.9K
2,081
-28%
建仓
—
MACKENZIE RLTY CAP INC
+$41.8K
13,234
减持
KMB
KIMBERLY-CLARK CORP
-$41.8K
2,471
-4%
增持
SHM
SPDR SER TR
+$40.5K
21,997
+6%
减持
SPIB
SPDR SER TR
-$39.5K
16,037
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$38.9K
53,706
+1%
增持
GIS
GENERAL MLS INC
-$38.8K
6,043
+5%
增持
IJR
ISHARES TR
+$38.0K
3,643
+12%
增持
IOT
SAMSARA INC
-$36.2K
18,250
+5%
减持
WMT
WALMART INC
-$32.9K
2,729
-21%
减持
VTI
VANGUARD INDEX FDS
+$28.1K
5,977
-1%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$26.4K
7,282
-13%
增持
XLC
SELECT SECTOR SPDR TR
+$24.5K
3,395
+1%
增持
XSD
SPDR SER TR
+$23.3K
1,255
+4%
增持
PGR
PROGRESSIVE CORP
-$21.7K
1,643
+0%
减持
V
VISA INC
+$21.0K
791
-5%
增持
—
EXXON MOBIL CORP
-$18.6K
2,982
+3%
减持
FITB
FIFTH THIRD BANCORP
-$18.5K
10,090
-3%
减持
MDYV
SPDR SER TR
-$16.1K
21,242
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.6K
2,016
+0%
增持
PRK
PARK NATL CORP
+$11.4K
2,041
+1%
减持
SPSB
SPDR SER TR
-$10.5K
15,243
-1%
减持
SPYG
SPDR SER TR
+$7.5K
14,411
-5%
增持
SCHM
SCHWAB STRATEGIC TR
-$2.4K
143,877
+200%
增持
ORCL
ORACLE CORP
-$1.3K
2,157
+2%
减持
PNC
PNC FINL SVCS GROUP INC
+$833
2,395
-4%
增持
DVY
ISHARES TR
-$827
5,150
+3%
增持
SOXX
ISHARES TR
-$823
5,384
+7%
减持
IJS
ISHARES TR
+$420
10,982
-1%