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Schneider Downs Wealth Management Advisors, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Schneider Downs Wealth Management Advisors, LP
报告期 2026-03-31 · CIK 0001665359
持仓数
156
前50大市值合计
$844.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
21Q3
22Q2 调仓
2021-09-30 → 2022-06-30 · 共 150 项
建仓 15
增持 56
减持 59
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
VNLA
JANUS DETROIT STR TR
-$6.6M
304,984
-28%
减持
VO
VANGUARD INDEX FDS
-$5.3M
130,596
-0%
减持
FHI
FEDERATED HERMES INC
-$4.7M
3,284,717
-2%
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。
增持
SPDW
SPDR INDEX SHS FDS
+$3.8M
326,116
+111%
增持
SCHG
SCHWAB STRATEGIC TR
-$3.7M
317,607
+112%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$2.9M
619,558
+37%
减持
MUB
ISHARES TR
-$2.2M
181,221
-2%
减持
IVV
ISHARES TR
-$2.0M
5,808
-40%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.9M
59,891
-47%
增持
IWF
ISHARES TR
+$1.8M
44,958
+54%
增持
IJR
ISHARES TR
+$1.3M
48,934
+65%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$969.0K
153,706
+7%
减持
QQQ
INVESCO QQQ TR
-$931.0K
971
-71%
增持
IEMG
ISHARES INC
+$922.0K
108,235
+52%
建仓
RJF
RAYMOND JAMES FINL INC
+$807.0K
9,030
减持
—
EMCLAIRE FINL CORP
+$791.0K
98,729
-1%
清仓
—
TRISTATE CAP HLDGS INC
-$727.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$683.0K
3,518
-42%
清仓
PYPL
PAYPAL HLDGS INC
-$647.0K
0
-100%
建仓
—
AMC ENTMT HLDGS INC
+$610.0K
45,025
减持
GOOGL
ALPHABET INC
-$574.0K
523
-18%
增持
SCHA
SCHWAB STRATEGIC TR
-$542.0K
40,579
+91%
增持
DIAL
COLUMBIA ETF TR I
-$538.0K
168,128
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$518.0K
70,079
-0%
减持
DIS
DISNEY WALT CO
-$487.0K
3,733
-25%
减持
AAPL
APPLE INC
-$483.0K
38,227
-5%
增持
IWR
ISHARES TR
-$447.0K
108,947
+14%
减持
VB
VANGUARD INDEX FDS
-$438.0K
3,419
-28%
减持
META
META PLATFORMS INC
-$435.0K
2,157
-7%
清仓
XLI
SELECT SECTOR SPDR TR
-$429.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$401.0K
12,592
+1%
建仓
PPG
PPG INDS INC
+$339.0K
2,966
清仓
LOAN
MANHATTAN BRDG CAP INC
-$330.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$311.0K
14,440
+7%
减持
HD
HOME DEPOT INC
-$306.0K
2,563
-17%
增持
—
BROOKFIELD ASSET MGMT INC
-$290.0K
32,300
+0%
清仓
PLD
PROLOGIS INC.
-$272.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$272.0K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$265.0K
29,531
+40%
清仓
ROK
ROCKWELL AUTOMATION INC
-$264.0K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$261.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$261.0K
26,789
+6%
建仓
FCSH
FEDERATED HERMES ETF TRUST
+$256.0K
10,900
清仓
—
MEDTRONIC PLC
-$253.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$248.0K
3,471
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$243.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$241.0K
0
-100%
建仓
ICLN
ISHARES TR
+$241.0K
12,663
清仓
ROST
ROSS STORES INC
-$239.0K
0
-100%
建仓
FHYS
FEDERATED HERMES ETF TRUST
+$237.0K
10,900
清仓
XLF
SELECT SECTOR SPDR TR
-$237.0K
0
-100%
建仓
STZ
CONSTELLATION BRANDS INC
+$234.0K
1,002
增持
SPY
SPDR S&P 500 ETF TR
+$234.0K
5,476
+28%
建仓
IUSG
ISHARES TR
+$234.0K
2,794
增持
FISV
FISERV INC
+$228.0K
4,879
+157%
建仓
QCOM
QUALCOMM INC
+$227.0K
1,775
清仓
SCHO
SCHWAB STRATEGIC TR
-$226.0K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$215.0K
15,986
增持
CVS
CVS HEALTH CORP
+$212.0K
4,526
+86%
清仓
MO
ALTRIA GROUP INC
-$211.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$207.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$206.0K
0
-100%
减持
IWM
ISHARES TR
-$204.0K
3,653
-3%
增持
PFE
PFIZER INC
+$202.0K
13,134
+16%
清仓
XLV
SELECT SECTOR SPDR TR
-$201.0K
0
-100%
减持
ORCL
ORACLE CORP
-$200.0K
8,446
-7%
增持
SCHM
SCHWAB STRATEGIC TR
-$188.0K
61,068
+16%
减持
—
EATON CORP PLC
-$187.0K
5,180
-8%
减持
DSI
ISHARES TR
-$186.0K
10,379
-7%
清仓
ATI
ALLEGHENY TECHNOLOGIES INC
-$185.0K
0
-100%
清仓
F
FORD MTR CO DEL
-$183.0K
0
-100%
建仓
—
HYCROFT MINING HOLDING CORP
+$181.0K
163,000
减持
CSCO
CISCO SYS INC
-$181.0K
11,969
-6%
增持
AMZN
AMAZON COM INC
-$178.0K
7,728
+2442%
增持
JPM
JPMORGAN CHASE & CO
-$173.0K
7,511
+21%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$169.0K
14,238
-1%
增持
LBRDK
LIBERTY BROADBAND CORP
-$159.0K
2,804
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$151.0K
1,747
-8%
增持
GOOG
ALPHABET INC
-$147.0K
313
+0%
增持
IWO
ISHARES TR
-$145.0K
1,952
+5%
增持
SCHV
SCHWAB STRATEGIC TR
+$143.0K
41,999
+14%
减持
BAC
BK OF AMERICA CORP
-$140.0K
6,517
-19%
减持
V
VISA INC
-$133.0K
3,833
-4%
减持
AXP
AMERICAN EXPRESS CO
-$130.0K
1,902
-19%
减持
XYL
XYLEM INC
-$129.0K
2,589
-3%
减持
MDYG
SPDR SER TR
-$126.0K
8,319
-1%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$120.0K
53,614
+24%
减持
MA
MASTERCARD INCORPORATED
-$119.0K
2,674
-4%
增持
IVW
ISHARES TR
-$115.0K
9,201
+2%
减持
—
ACCENTURE PLC IRELAND
-$110.0K
1,945
-4%
减持
NKE
NIKE INC
-$110.0K
2,512
-1%
建仓
VTRS
VIATRIS INC
+$105.0K
10,044
减持
CBZ
CBIZ INC
+$103.0K
29,376
-11%
减持
ABBV
ABBVIE INC
+$103.0K
2,948
-9%
减持
CMCSA
COMCAST CORP NEW
-$101.0K
5,863
-1%
增持
HON
HONEYWELL INTL INC
-$100.0K
2,613
+0%
建仓
VISN
COMMSCOPE HLDG CO INC
+$98.0K
16,000
增持
INTC
INTEL CORP
-$96.0K
7,057
+5%
减持
—
EXXON MOBIL CORP
+$94.0K
4,649
-10%
减持
LLY
LILLY ELI & CO
-$88.0K
779
-47%
减持
PG
PROCTER AND GAMBLE CO
-$87.0K
2,587
-21%
增持
ESGD
ISHARES TR
-$78.0K
6,319
+4%
减持
WM
WASTE MGMT INC DEL
-$78.0K
1,385
-29%
增持
SBUX
STARBUCKS CORP
-$77.0K
3,176
+10%
减持
—
LIBERTY MEDIA CORP DEL
-$74.0K
6,270
-1%
减持
SYK
STRYKER CORPORATION
-$70.0K
1,042
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$69.0K
699
+4%
增持
WMT
WALMART INC
+$68.0K
4,589
+31%
增持
ESGE
ISHARES INC
-$67.0K
22,735
+18%
增持
SCHX
SCHWAB STRATEGIC TR
-$61.0K
355,981
+132%
减持
LOW
LOWES COS INC
-$59.0K
1,357
-7%
增持
EW
EDWARDS LIFESCIENCES CORP
-$59.0K
3,422
+1%
增持
—
CHUBB LIMITED
+$57.0K
1,312
+13%
增持
XLK
SELECT SECTOR SPDR TR
-$56.0K
2,586
+0%
增持
PNC
PNC FINL SVCS GROUP INC
-$55.0K
3,102
+12%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$53.0K
40,904
+17%
增持
SPYM
SPDR SER TR
-$53.0K
34,709
+10%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$52.0K
3,072
-6%
减持
COST
COSTCO WHSL CORP NEW
+$51.0K
2,243
-2%
减持
PEP
PEPSICO INC
+$49.0K
4,184
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$49.0K
3,081
-23%
减持
ITW
ILLINOIS TOOL WKS INC
-$48.0K
1,345
-5%
减持
UNP
UNION PAC CORP
+$44.0K
2,578
-0%
增持
SUSB
ISHARES TR
+$44.0K
13,446
+25%
增持
MATW
MATTHEWS INTL CORP
+$44.0K
42,395
+26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$42.0K
987
-2%
增持
IVE
ISHARES TR
-$41.0K
7,615
+2%
增持
GLD
SPDR GOLD TR
+$40.0K
6,280
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$38.0K
440
-15%
减持
ADI
ANALOG DEVICES INC
-$38.0K
1,758
-0%
减持
AMGN
AMGEN INC
+$33.0K
1,256
-2%
增持
TXN
TEXAS INSTRS INC
-$32.0K
3,531
+18%
增持
COF
CAPITAL ONE FINL CORP
-$27.0K
2,705
+42%
建仓
—
SUNDIAL GROWERS INC
+$26.0K
80,000
减持
XLU
SELECT SECTOR SPDR TR
+$25.0K
4,126
-0%
减持
MDYV
SPDR SER TR
-$25.0K
3,806
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$22.0K
636
-30%
减持
JNJ
JOHNSON & JOHNSON
+$21.0K
4,495
-7%
增持
TJX
TJX COS INC NEW
+$20.0K
6,101
+25%
减持
AVGO
BROADCOM INC
-$18.0K
619
-6%
增持
IEFA
ISHARES TR
+$16.0K
4,500
+34%
减持
NEE
NEXTERA ENERGY INC
-$12.0K
8,638
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$10.0K
1,066
-0%
增持
—
BROOKFIELD INFRAST PARTNERS
+$9.0K
10,144
+50%
增持
DHR
DANAHER CORPORATION
-$9.0K
1,000
+16%
增持
BNY
BANK NEW YORK MELLON CORP
-$7.0K
5,253
+20%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$7.0K
1,462
+12%
减持
MKC
MCCORMICK & CO INC
+$3.0K
2,731
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.0K
2,342
+8%
增持
IJH
ISHARES TR
-$1.0K
3,238
+16%
