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Krilogy Financial LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Krilogy Financial LLC
报告期 2026-03-31 · CIK 0001659047
持仓数
981
前50大市值合计
$1.85B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
建仓 24
增持 66
减持 44
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
PYLD
PIMCO ETF TR
+$17.2M
2,146,770
+49%
增持
MINT
PIMCO ETF TR
+$16.0M
535,033
+43%
增持
SCHV
SCHWAB STRATEGIC TR
-$13.2M
2,205,034
+151%
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。
清仓
—
ISHARES TR
-$12.1M
0
-100%
建仓
AVLV
AMERICAN CENTY ETF TR
+$11.6M
173,877
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$9.6M
384,124
+100%
减持
IBTM
ISHARES TR
-$5.7M
1,620,963
-9%
减持
TLT
ISHARES TR
-$4.9M
224,660
-10%
增持
IBTH
ISHARES TR
+$4.9M
416,387
+116%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.8M
0
-100%
增持
HON
HONEYWELL INTL INC
+$4.8M
31,896
+171%
建仓
IBDZ
ISHARES TR
+$4.5M
178,341
清仓
—
ISHARES TR
-$4.5M
0
-100%
减持
SPTL
SPDR SER TR
-$4.3M
97,006
-59%
建仓
XOP
SPDR SER TR
+$4.3M
32,174
增持
AMZN
AMAZON COM INC
+$4.0M
113,729
+1%
减持
GDX
VANECK ETF TRUST
-$3.8M
28,249
-76%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.7M
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.6M
1,456,733
+4%
建仓
KWEB
KRANESHARES TRUST
+$3.5M
120,423
增持
—
ISHARES TR
+$3.2M
624,158
+29%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.1M
21,123
增持
AQN
ALGONQUIN PWR UTILS CORP
+$3.1M
1,621,045
+117%
增持
SCHE
SCHWAB STRATEGIC TR
-$2.8M
1,310,191
+2%
增持
VFLO
VICTORY PORTFOLIOS II
+$2.7M
959,449
+7%
增持
IBTG
ISHARES TR
+$2.3M
596,544
+22%
减持
AAPL
APPLE INC
+$2.3M
224,422
-3%
减持
TDS
TELEPHONE & DATA SYS INC
-$2.3M
112,344
-57%
减持
TSLA
TESLA INC
+$2.2M
18,227
-7%
减持
MU
MICRON TECHNOLOGY INC
-$2.1M
25,455
-38%
减持
GLD
SPDR GOLD TR
-$2.1M
13,344
-39%
增持
XLY
SELECT SECTOR SPDR TR
+$2.1M
77,284
+1%
增持
ZROZ
PIMCO ETF TR
-$1.9M
143,745
+0%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.9M
1,429,698
+107%
增持
IBTI
ISHARES TR
+$1.9M
114,861
+323%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.9M
2,821,392
+283%
增持
WMT
WALMART INC
+$1.9M
67,031
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.8M
20,758
-21%
减持
NVDA
NVIDIA CORPORATION
+$1.7M
197,152
-3%
增持
BIL
SPDR SER TR
+$1.7M
56,732
+50%
增持
XLK
SELECT SECTOR SPDR TR
+$1.7M
173,285
+1%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
31,381
+7%
建仓
IBHF
ISHARES TR
+$1.7M
72,160
清仓
XBI
SPDR SER TR
-$1.6M
0
-100%
建仓
QCOM
QUALCOMM INC
+$1.6M
10,587
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$1.6M
0
-100%
清仓
—
ISHARES TR
-$1.6M
0
-100%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.6M
80,938
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
182,504
+22%
清仓
BA
BOEING CO
-$1.5M
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$1.5M
214,378
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.5M
103,125
+32%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.5M
242,063
+131%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.4M
436,491
+14%
清仓
NKE
NIKE INC
-$1.3M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$1.3M
419,181
+0%
减持
GOOGL
ALPHABET INC
+$1.2M
56,894
-1%
增持
MSFT
MICROSOFT CORP
+$1.2M
50,069
+8%
减持
MO
ALTRIA GROUP INC
-$1.2M
57,150
-30%
增持
V
VISA INC
+$1.1M
16,988
+9%
建仓
ICSH
ISHARES TR
+$1.1M
21,095
减持
IWP
ISHARES TR
+$1.1M
231,284
-4%
增持
ESML
ISHARES TR
+$1.0M
107,460
+30%
增持
AVGO
BROADCOM INC
+$1.0M
16,517
+2%
减持
EMR
EMERSON ELEC CO
-$1.0M
26,320
-33%
增持
XLC
SELECT SECTOR SPDR TR
+$1.0M
137,251
+1%
减持
IBTL
ISHARES TR
-$1.0M
490,194
-5%
减持
TLH
ISHARES TR
-$896.0K
44,224
-9%
增持
AVDE
AMERICAN CENTY ETF TR
-$890.8K
302,947
+4%
清仓
WMG
WARNER MUSIC GROUP CORP
-$885.8K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$856.4K
430,743
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$820.3K
393,467
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$798.2K
15,823
-21%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$772.9K
10,214
减持
ARKG
ARK ETF TR
-$743.8K
117,276
-14%
减持
NEE
NEXTERA ENERGY INC
-$743.8K
10,513
-41%
减持
GOOG
ALPHABET INC
+$720.0K
45,665
-4%
减持
XLU
SELECT SECTOR SPDR TR
-$676.2K
93,836
-3%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$630.7K
0
-100%
清仓
ILF
ISHARES TR
-$628.3K
0
-100%
增持
SLYG
SPDR SER TR
-$589.0K
254,230
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$587.8K
150,194
+9%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$570.4K
10,085
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$556.7K
24,418
减持
—
EXXON MOBIL CORP
-$551.9K
19,830
-13%
增持
CSGP
COSTAR GROUP INC
+$541.6K
23,662
+55%
增持
DFIC
DIMENSIONAL ETF TRUST
+$525.2K
758,206
+12%
建仓
JDOC
J P MORGAN EXCHANGE TRADED F
+$516.6K
10,212
建仓
IHAK
ISHARES TR
+$504.3K
10,336
减持
EXAS
EXACT SCIENCES CORP
-$495.5K
21,227
-14%
增持
JPM
JPMORGAN CHASE & CO.
+$490.5K
14,863
+2%
减持
IEF
ISHARES TR
-$479.6K
31,353
-9%
减持
PSTP
INNOVATOR ETFS TRUST
-$479.0K
156,873
-10%
减持
PM
PHILIP MORRIS INTL INC
-$465.1K
23,492
-13%
增持
MS
MORGAN STANLEY
+$453.4K
15,170
+9%
减持
META
META PLATFORMS INC
-$440.3K
18,022
-6%
增持
PFE
PFIZER INC
+$437.2K
46,434
+69%
增持
SCHH
SCHWAB STRATEGIC TR
-$433.9K
355,203
+4%
减持
VDE
VANGUARD WORLD FD
-$425.4K
11,047
-23%
增持
VTI
VANGUARD INDEX FDS
+$420.4K
16,552
+7%
减持
PG
PROCTER AND GAMBLE CO
-$405.6K
16,595
-10%
增持
SHY
ISHARES TR
+$393.7K
16,000
+45%
增持
SYY
SYSCO CORP
+$376.5K
24,035
+28%
增持
BX
BLACKSTONE INC
+$357.1K
17,928
+0%
减持
PPTA
PERPETUA RESOURCES CORP
-$356.6K
862,704
-16%
建仓
URA
GLOBAL X FDS
+$355.3K
13,266
增持
SCHA
SCHWAB STRATEGIC TR
-$353.5K
54,051
+59%
减持
AMLP
ALPS ETF TR
-$335.4K
11,759
-39%
增持
RDI
READING INTL INC
-$330.5K
2,359,610
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$328.7K
99,050
+252%
减持
LXU
LSB INDS INC
-$323.9K
183,750
-14%
减持
—
GLOBAL X FDS
-$321.4K
94,952
-14%
增持
ESGE
ISHARES INC
+$319.4K
36,501
+48%
清仓
TR
TOOTSIE ROLL INDS INC
-$312.4K
0
-100%
增持
SLV
ISHARES SILVER TR
+$304.0K
145,582
+17%
增持
VNQ
VANGUARD INDEX FDS
-$302.2K
67,521
+4%
清仓
INSE
INSPIRED ENTMT INC
-$296.6K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$293.1K
38,145
+11%
增持
GE
GE AEROSPACE
+$291.7K
24,082
+22%
增持
IBDS
ISHARES TR
+$287.6K
152,356
+10%
建仓
CAPR
CAPRICOR THERAPEUTICS INC
+$287.0K
20,800
减持
IBDU
ISHARES TR
-$284.7K
165,620
-4%
增持
XLE
SELECT SECTOR SPDR TR
+$283.3K
72,550
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$283.2K
33,374
-9%
增持
IBDR
ISHARES TR
+$280.3K
150,033
+9%
增持
XLB
SELECT SECTOR SPDR TR
-$280.1K
48,963
+7%
建仓
ASAN
ASANA INC
+$279.7K
13,801
清仓
BEAM
BEAM THERAPEUTICS INC
-$267.9K
0
-100%
增持
HHS
HARTE HANKS INC
-$266.8K
162,000
+9%
建仓
SGA
SAGA COMMUNICATIONS INC
+$264.7K
24,000
建仓
FHN
FIRST HORIZON CORPORATION
+$260.8K
12,951
建仓
INTC
INTEL CORP
+$253.1K
12,624
增持
VFH
VANGUARD WORLD FD
+$245.7K
14,603
+9%
减持
RBLX
ROBLOX CORP
-$240.4K
40,041
-31%
增持
IBDT
ISHARES TR
+$238.4K
144,021
+10%
减持
MRVL
MARVELL TECHNOLOGY INC
+$236.5K
22,114
-28%
减持
MTCH
MATCH GROUP INC NEW
-$235.9K
26,690
-9%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$235.4K
11,025
增持
HAS
HASBRO INC
+$233.7K
29,445
+51%
减持
JNJ
JOHNSON & JOHNSON
-$233.4K
10,621
-3%
增持
EFA
ISHARES TR
-$215.2K
28,064
+0%
建仓
WEN
WENDYS CO
+$211.9K
13,003
建仓
CPHC
CANTERBURY PK HLDG CORP
+$210.1K
10,000
建仓
—
MANCHESTER UTD PLC NEW
+$208.2K
12,000
清仓
PGF
INVESCO EXCHANGE TRADED FD T
-$206.1K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$201.0K
19,281
+2%
减持
IBDV
ISHARES TR
-$188.6K
191,482
-1%
增持
DFGP
DIMENSIONAL ETF TRUST
+$185.4K
46,774
+13%
减持
CVX
CHEVRON CORP NEW
-$181.1K
14,390
-6%
减持
CMP
COMPASS MINERALS INTL INC
-$179.9K
97,265
-8%
