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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 77
减持 30
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
IBTM
ISHARES TR
+$9.3M
1,979,868
+22%
增持
PYLD
PIMCO ETF TR
+$8.3M
2,425,065
+13%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$7.5M
234,803
-39%
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
-$7.0M
221,633
-1%
增持
VFLO
VICTORY PORTFOLIOS II
+$6.3M
1,138,291
+19%
增持
SCHG
SCHWAB STRATEGIC TR
-$5.7M
2,911,879
+3%
增持
TLT
ISHARES TR
+$4.9M
269,434
+20%
建仓
COPX
GLOBAL X FDS
+$4.5M
115,991
清仓
ESML
ISHARES TR
-$4.5M
0
-100%
建仓
ECH
ISHARES INC
+$4.3M
144,639
增持
NVDA
NVIDIA CORPORATION
-$4.2M
205,089
+4%
清仓
SLV
ISHARES SILVER TR
-$3.8M
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.8M
1,403,863
+7%
减持
HON
HONEYWELL INTL INC
-$3.3M
18,455
-42%
减持
MINT
PIMCO ETF TR
-$3.3M
501,121
-6%
增持
ZROZ
PIMCO ETF TR
+$2.9M
178,016
+24%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.8M
808,127
+7%
增持
AMZN
AMAZON COM INC
-$2.8M
116,396
+2%
清仓
ARKG
ARK ETF TR
-$2.8M
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.8M
59,763
增持
XLC
SELECT SECTOR SPDR TR
+$2.7M
166,163
+21%
建仓
VBK
VANGUARD INDEX FDS
+$2.7M
10,635
建仓
—
NVENT ELECTRIC PLC
+$2.6M
48,651
增持
TSLA
TESLA INC
-$2.5M
18,889
+4%
清仓
VB
VANGUARD INDEX FDS
-$2.4M
0
-100%
增持
AQN
ALGONQUIN PWR UTILS CORP
+$2.4M
1,861,445
+15%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.3M
315,264
+4%
增持
TDS
TELEPHONE & DATA SYS INC
+$2.2M
156,846
+40%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
1,450,604
+1%
减持
XLY
SELECT SECTOR SPDR TR
-$2.2M
76,536
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.2M
2,244,147
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$2.1M
449,840
+7%
增持
IBTO
ISHARES TR
+$2.1M
855,060
+8%
减持
GOOGL
ALPHABET INC
-$2.1M
56,231
-1%
增持
IBTL
ISHARES TR
+$2.0M
576,391
+18%
建仓
—
DUPONT DE NEMOURS INC
+$2.0M
26,815
建仓
ZTS
ZOETIS INC
+$2.0M
11,874
建仓
IQV
IQVIA HLDGS INC
+$1.9M
10,500
增持
GLD
SPDR GOLD TR
+$1.7M
17,038
+28%
清仓
WTRG
ESSENTIAL UTILS INC
-$1.7M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.6M
51,863
+4%
增持
XLI
SELECT SECTOR SPDR TR
+$1.6M
106,297
+14%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.6M
465,153
+7%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
152,109
+1%
建仓
ORCL
ORACLE CORP
+$1.4M
10,126
增持
DISV
DIMENSIONAL ETF TRUST
+$1.4M
324,466
+7%
建仓
—
CRH PLC
+$1.4M
15,705
增持
—
ISHARES TR
+$1.3M
680,226
+9%
清仓
VDE
VANGUARD WORLD FD
-$1.3M
0
-100%
增持
GOOG
ALPHABET INC
-$1.3M
47,104
+3%
增持
KWEB
KRANESHARES TRUST
+$1.3M
139,115
+16%
增持
IWP
ISHARES TR
-$1.3M
238,321
+3%
清仓
SHY
ISHARES TR
-$1.3M
0
-100%
增持
IBTG
ISHARES TR
+$1.3M
648,520
+9%
清仓
ESGE
ISHARES INC
-$1.2M
0
-100%
建仓
IDGT
ISHARES TR
+$1.2M
15,905
增持
VOE
VANGUARD INDEX FDS
+$1.2M
223,237
+4%
增持
AEE
AMEREN CORP
+$1.1M
80,211
+3%
减持
BIL
SPDR SER TR
-$1.1M
44,120
-22%
建仓
IBTP
ISHARES TR
+$1.1M
43,764
建仓
GFLW
VICTORY PORTFOLIOS II
+$1.1M
51,415
清仓
ICSH
ISHARES TR
-$1.1M
0
-100%
增持
GDX
VANECK ETF TRUST
+$1.1M
43,964
+56%
建仓
CVS
CVS HEALTH CORP
+$1.0M
15,438
增持
AVUV
AMERICAN CENTY ETF TR
-$1.0M
423,806
+8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.0M
1,560,796
+7%
增持
EXAS
EXACT SCIENCES CORP
+$1.0M
50,863
+140%
清仓
EFV
ISHARES TR
-$999.3K
0
-100%
增持
IBTH
ISHARES TR
+$991.6K
456,469
+10%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$976.5K
0
-100%
增持
IHAK
ISHARES TR
+$945.2K
30,853
+199%
清仓
—
GLOBAL X FDS
-$922.0K
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$873.0K
0
-100%
减持
WMT
WALMART INC
-$870.0K
59,075
-12%
减持
PM
PHILIP MORRIS INTL INC
+$846.2K
23,143
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$838.4K
320,556
+10%
增持
XOP
SPDR SER TR
+$825.7K
38,604
+20%
增持
MRVL
MARVELL TECHNOLOGY INC
-$823.1K
26,301
+19%
增持
ACTG
ACACIA RESH CORP
-$799.2K
1,158,024
+12%
增持
IBTK
ISHARES TR
+$770.6K
372,842
+9%
建仓
C
CITIGROUP INC
+$763.9K
10,761
增持
IBDZ
ISHARES TR
+$756.7K
205,368
+15%
减持
SPY
SPDR S&P 500 ETF TR
-$714.7K
11,944
-5%
建仓
MAGS
LISTED FD TR
+$703.0K
15,330
增持
XLP
SELECT SECTOR SPDR TR
+$688.8K
157,419
+2%
建仓
INCY
INCYTE CORP
+$671.6K
11,091
建仓
BTU
PEABODY ENERGY CORP
+$662.2K
48,872
建仓
NKE
NIKE INC
+$661.1K
10,414
增持
XLK
SELECT SECTOR SPDR TR
+$658.5K
198,328
+14%
减持
PPTA
PERPETUA RESOURCES CORP
-$643.4K
800,904
-7%
增持
VTV
VANGUARD INDEX FDS
+$581.0K
26,269
+12%
减持
PSTP
INNOVATOR ETFS TRUST
-$554.8K
142,328
-9%
减持
SLYV
SPDR SER TR
-$553.1K
44,975
-4%
增持
IBDY
ISHARES TR
+$543.3K
194,645
+10%
增持
XCEM
COLUMBIA ETF TR II
+$534.1K
120,673
+18%
增持
—
EXXON MOBIL CORP
+$524.4K
22,345
+13%
清仓
JDOC
J P MORGAN EXCHANGE TRADED F
-$516.6K
0
-100%
增持
AVGO
BROADCOM INC
-$515.7K
19,791
+20%
增持
BX
BLACKSTONE INC
-$513.2K
18,442
+3%
增持
SCHH
SCHWAB STRATEGIC TR
+$507.3K
371,355
+5%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$485.5K
10,216
增持
SPTL
SPDR SER TR
+$483.6K
110,937
+14%
清仓
BNOV
INNOVATOR ETFS TRUST
-$478.7K
0
-100%
减持
CMP
COMPASS MINERALS INTL INC
-$469.3K
67,265
-31%
增持
SLYG
SPDR SER TR
-$451.8K
271,300
+7%
增持
IBTI
ISHARES TR
+$449.6K
133,282
+16%
增持
VUG
VANGUARD INDEX FDS
+$440.0K
35,920
+14%
增持
JNJ
JOHNSON & JOHNSON
+$436.3K
11,893
+12%
减持
MO
ALTRIA GROUP INC
+$426.6K
56,898
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$421.7K
15,802
-25%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$401.1K
104,541
+1%
增持
IBDU
ISHARES TR
+$397.2K
180,429
+9%
增持
T
AT&T INC
+$396.2K
51,543
+11%
减持
AMAT
APPLIED MATLS INC
-$390.9K
13,431
-7%
减持
SCHD
SCHWAB STRATEGIC TR
-$390.5K
82,815
-16%
建仓
BOX
BOX INC
+$387.0K
12,542
增持
IBTJ
ISHARES TR
+$383.8K
47,433
+56%
减持
PYPL
PAYPAL HLDGS INC
-$367.6K
11,905
-11%
减持
XNOMX
NUVEEN MISSOURI QLT MUN INC
-$364.4K
27,800
-49%
增持
RDI
READING INTL INC
+$363.9K
2,502,610
+6%
增持
DFIP
DIMENSIONAL ETF TRUST
+$363.1K
102,776
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$356.3K
15,976
+7%
清仓
URA
GLOBAL X FDS
-$355.3K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$334.4K
70,126
+4%
增持
TLH
ISHARES TR
+$331.3K
45,623
+3%
增持
CVX
CHEVRON CORP NEW
+$327.4K
14,416
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$325.9K
239,360
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$315.4K
150,839
-4%
增持
—
MANCHESTER UTD PLC NEW
+$315.4K
40,000
+233%
减持
RBLX
ROBLOX CORP
-$305.8K
34,500
-14%
增持
META
META PLATFORMS INC
+$299.1K
18,827
+4%
清仓
BSMR
INVESCO EXCH TRD SLF IDX FD
-$291.1K
0
-100%
减持
GE
GE AEROSPACE
+$287.4K
21,504
-11%
减持
PG
PROCTER AND GAMBLE CO
-$285.2K
14,652
-12%
增持
DFGP
DIMENSIONAL ETF TRUST
+$281.0K
51,508
+10%
减持
SCHM
SCHWAB STRATEGIC TR
-$277.5K
71,871
-8%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$277.1K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$268.3K
21,793
+5%
减持
—
ISHARES TR
-$258.0K
129,660
-8%
减持
XLE
SELECT SECTOR SPDR TR
+$250.0K
69,177
-5%
增持
IBDX
ISHARES TR
+$239.3K
188,742
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$236.6K
14,640
-7%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$235.4K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$233.1K
22,314
+15%
增持
IBDV
ISHARES TR
+$220.5K
198,458
+4%
增持
IBDW
ISHARES TR
+$216.8K
225,523
+3%
建仓
PCG
PG&E CORP
+$212.4K
12,361
清仓
WEN
WENDYS CO
-$211.9K
0
-100%
减持
ABBV
ABBVIE INC
+$211.8K
10,622
-6%
清仓
CPHC
CANTERBURY PK HLDG CORP
-$210.1K
0
-100%
