小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Hedeker Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Hedeker Wealth, LLC
报告期 2026-03-31 · CIK 0001633910
持仓数
87
前50大市值合计
$431.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 96 项
建仓 11
增持 51
减持 22
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IVW
ISHARES TRUST S&P 500 GRWT ETF
-$40.4M
65,592
-91%
减持
NVDA
NVIDIA CORP COM
-$5.7M
2,079
-94%
建仓
COHR
COHERENT CORP COM
+$4.3M
122,450
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
AAPL
APPLE INC COM
-$4.2M
74,391
-23%
清仓
—
II-VI INC
-$3.4M
0
-100%
建仓
HYBL
SSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME
+$2.7M
101,506
清仓
SJNK
SPDR BLMRG SHR TR HG YLDBD ETF
-$2.7M
0
-100%
建仓
USFR
WISDOMTREE US EFFICIENT CORE FLOATING RATE TREASURY FUND
+$2.6M
50,747
减持
MSFT
MICROSOFT CORP COM
-$2.3M
48,527
-8%
减持
GNR
SPDR INDEX SHARES FUNDS GLB NAT RESRCE ETF
-$2.2M
22,658
-65%
增持
PSR
INVESCO ACTIVELY MANAGED EXCHA ACTIVE US REAL ETF
+$2.1M
40,495
+191%
增持
C
CITIGROUP INC COM
+$2.0M
100,702
+142%
建仓
AVGO
BROADCOM INC COM
+$1.9M
4,385
增持
NURE
NUVEEN ESG NUVEEN SHRT TERM REIT ETF
+$1.9M
123,791
+133%
增持
AYI
ACUITY BRANDS INC COM
+$1.8M
34,728
+65%
建仓
KMI
KINDER MORGAN INC COM
+$1.8M
105,885
建仓
—
WALGREENS BOOTS ALLIANCE INC COM
+$1.7M
55,646
增持
DIS
WALT DISNEY COMPANY (THE) COM
+$1.7M
45,799
+78%
增持
ILMN
ILLUMINA INC COM
+$1.7M
13,971
+177%
增持
GNRC
GENERAC HLDGS INC COM
+$1.4M
26,032
+93%
建仓
BX
BLACKSTONE INC COM
+$1.4M
17,088
增持
—
SENSATA TECH HOLDING PLC COM
+$1.4M
102,427
+85%
减持
DHR
DANAHER CORP COM
-$1.4M
12,646
-27%
减持
FSMB
FIRST TRUST EXCHANGE-TRADED FU SHRT DUR MNG MUN ETF
-$1.3M
67,921
-49%
清仓
FTNT
FORTINET INC
-$1.3M
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$1.3M
34,365
+25%
增持
AMZN
AMAZON COM INC COM
+$1.2M
73,444
+22%
增持
DLTR
DOLLAR TREE INC COM
-$1.1M
39,693
+1%
增持
CTVA
CORTEVA INC COM
+$1.1M
32,058
+131%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES CORP COM
-$1.1M
0
-100%
减持
MINT
PIMCO ETF TRUST ENHAN SHRT MA AC ETF
-$1.0M
40,285
-20%
增持
TFC
TRUIST FINANCIAL CORPORATION COM
+$973.0K
71,524
+64%
增持
LAMR
LAMAR ADVERTISING CO COM USD0.001 CL A
+$956.0K
35,499
+72%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$954.0K
6,652
+54%
清仓
—
BLACKROCK INC
-$953.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF
-$931.0K
83,304
-17%
增持
FTGC
FIRST TRUST EXCHANGE-TRADED FU FST TR GLB FD ETF
+$930.0K
153,570
+36%
减持
GII
SPDR INDEX SHARES FUNDS S&P GBLINF ETF
-$912.0K
60,853
-14%
增持
URI
UNITED RENTALS INC COM
+$892.0K
7,022
+91%
清仓
INCY
INCYTE CORPORATION COM
-$860.0K
0
-100%
增持
—
BERRY GLOBAL GROUP INC COM
+$809.0K
64,136
+67%
增持
COMT
ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL
+$807.0K
113,319
+37%
清仓
TGT
TARGET CORP
-$738.0K
0
-100%
建仓
SPTL
SPDR SERIES TRUST PORTFOLIO LN TSR ETF
+$727.0K
24,544
建仓
GTO
INVESCO ACTIVELY MANAGED EXCHA TOTAL RETURN ETF
+$717.0K
15,728
减持
ABBV
ABBVIE INC COM
-$710.0K
18,531
-13%
增持
HCA
HCA HEALTHCARE INC COM
+$707.0K
9,112
+86%
增持
NRG
NRG ENERGY INC COM
+$697.0K
41,376
+70%
减持
HAL
HALLIBURTON CO COM
-$692.0K
84,977
-12%
增持
PLTR
PALANTIR TECH INC COM CL A
-$682.0K
658,468
+5%
增持
FCX
FREEPORT-MCMORAN INC COM CL B
+$679.0K
65,958
+67%
增持
FMB
FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF
+$677.0K
24,432
+144%
清仓
FDVV
FIDELITY COVINGTON TRUST HIGH DIVID ETF
-$661.0K
0
-100%
增持
CMCSA
COMCAST CORP COM CL A
+$642.0K
108,856
+80%
清仓
CWB
SPDR BLOOMBERG CONVRTBL SECRS ETF
-$617.0K
0
-100%
增持
—
PIONEER NATURAL RESOURCES CO COM
+$614.0K
8,593
+53%
增持
V
VISA INC COM CL A
-$604.0K
26,256
+5%
增持
GOOGL
ALPHABET INC COM CL A
-$600.0K
51,994
+20%
清仓
ABT
ABBOTT LABORATORIES
-$586.0K
0
-100%
增持
GOOG
ALPHABET INC COM CL C
-$580.0K
52,827
+20%
增持
CVX
CHEVRON CORPORATION COM
+$538.0K
11,521
+52%
减持
SRLN
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF
-$456.0K
124,652
-5%
增持
SBUX
STARBUCKS CORP COM
+$447.0K
20,638
+29%
增持
QCOM
QUALCOMM INC COM
-$439.0K
36,333
+19%
增持
JLL
JONES LANG LASALLE INC COM
+$403.0K
10,611
+63%
增持
ELAN
ELANCO ANIMAL HEALTH INC COM
+$347.0K
171,661
+96%
减持
MRK
MERCK & CO INC COM
-$326.0K
62,332
-1%
减持
PFE
PFIZER INC COM
-$320.0K
38,303
-0%
清仓
VOO
VANGUARD S&P 500 ETF SHS
-$313.0K
0
-100%
建仓
—
PROSHARES TRUST PSHS SH MSCI EAF ETF
+$292.0K
12,348
增持
CVS
CVS HEALTH CORPORATION COM
+$248.0K
47,913
+4%
建仓
FMHI
FIRST TRUST EXCHANGE-TRADED FU MUNI HI INCM ETF
+$231.0K
5,106
清仓
DRI
DARDEN RESTAURANTS
-$221.0K
0
-100%
增持
BAC
BANK OF AMERICA CORPORATION COM
-$217.0K
151,912
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$197.0K
17,613
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
-$189.0K
12,720
+1%
增持
COST
COSTCO WHOLESALE CORP COM
-$181.0K
6,855
+4%
增持
TROW
PRICE T ROWE GROUPS COM
-$180.0K
14,654
+2%
减持
INMU
BLACKROCK ETF TRUST II INTERMEDIATE MUNI INCOME BO
-$153.0K
40,576
-10%
增持
PLD
PROLOGIS INC COM USD0.01
-$123.0K
10,375
+11%
减持
FUMB
FIRST TRUST EXCHANGE TRADED FD ULTRA SHT DUR MU ETF
-$120.0K
39,649
-12%
增持
MU
MICRON TECHNOLOGY INC COM
-$108.0K
34,249
+13%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$88.0K
10,345
-0%
增持
JPM
JP MORGAN CHASE & CO COM
+$87.0K
40,133
+12%
增持
ORLY
OREILLY AUTOMOTIVE INC NEW COM
+$82.0K
2,349
+1%
增持
—
MEDTRONIC PLC COM
-$74.0K
12,181
+4%
增持
KO
COCA-COLA CO COM
-$63.0K
33,141
+8%
增持
FLRN
SPDR SPDR BLMBERG INVST GRADE
+$61.0K
205,491
+1%
减持
SPY
SPDR S&P500 ETF TRUST TR UNIT ETF
-$56.0K
594
-13%
增持
AKAM
AKAMAI TECHNOLOGIES COM
-$47.0K
22,531
+12%
增持
HD
HOME DEPOT INC COM
-$46.0K
3,859
+4%
减持
RF
REGIONS FINANCIAL CORP COM
-$37.0K
10,999
-9%
减持
VRIG
INVESCO ACTIVELY MANAGED EXCHA VAR RATE INVT ETF
-$36.0K
251,352
-0%
增持
STZ
CONSTELLATION BRANDS INC COM CL A
-$24.0K
17,080
+4%
增持
ICLN
ISHARES TRUST GL CLEAN ENE ETF
-$7.0K
22,887
+1%
减持
MTB
M & T BANK CORP COM
-$4.0K
1,347
-4%