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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 115 项
建仓 5
增持 35
减持 60
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
—
EMCLAIRE FINL CORP
-$3.4M
0
-100%
减持
FHI
FEDERATED HERMES INC
+$2.7M
3,235,221
-2%
减持
SPDW
SPDR INDEX SHS FDS
-$2.2M
279,835
-14%
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
EFA
ISHARES TR
+$1.8M
46,500
+249%
减持
MUB
ISHARES TR
-$1.5M
172,994
-5%
减持
MSFT
MICROSOFT CORP
-$1.3M
23,754
-11%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$831.0K
149,626
-3%
增持
VO
VANGUARD INDEX FDS
-$789.0K
132,648
+2%
减持
IWF
ISHARES TR
-$576.0K
43,991
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$531.0K
19,481
-34%
增持
IEMG
ISHARES INC
-$528.0K
111,262
+3%
增持
IVW
ISHARES TR
+$504.0K
18,309
+99%
减持
AAPL
APPLE INC
-$449.0K
34,564
-10%
增持
VNLA
JANUS DETROIT STR TR
+$448.0K
315,100
+3%
建仓
AGG
ISHARES TR
+$426.0K
4,422
增持
GOOGL
ALPHABET INC
-$389.0K
7,849
+1401%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$325.0K
0
-100%
减持
HD
HOME DEPOT INC
-$320.0K
1,387
-46%
增持
SCHX
SCHWAB STRATEGIC TR
-$303.0K
368,232
+3%
减持
V
VISA INC
-$301.0K
2,558
-33%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$296.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$283.0K
1,216
-30%
减持
IWR
ISHARES TR
-$276.0K
108,904
-0%
减持
VOO
VANGUARD INDEX FDS
-$274.0K
14,424
-0%
清仓
QQQ
INVESCO QQQ TR
-$272.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$265.0K
2,035
-24%
清仓
INTC
INTEL CORP
-$264.0K
0
-100%
建仓
—
INVESCO QQQ TR
+$260.0K
971
减持
SCHF
SCHWAB STRATEGIC TR
-$254.0K
69,335
-1%
清仓
LOW
LOWES COS INC
-$237.0K
0
-100%
清仓
IUSG
ISHARES TR
-$234.0K
0
-100%
建仓
—
EDWARDS LIFESCIENCES CORP
+$233.0K
2,815
减持
PFE
PFIZER INC
-$231.0K
10,469
-20%
清仓
CMCSA
COMCAST CORP NEW
-$230.0K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$227.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$223.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$219.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$203.0K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$203.0K
0
-100%
清仓
XYL
XYLEM INC
-$202.0K
0
-100%
减持
ORCL
ORACLE CORP
-$200.0K
6,387
-24%
减持
UNP
UNION PAC CORP
-$192.0K
1,839
-29%
减持
JPM
JPMORGAN CHASE & CO
-$191.0K
6,266
-17%
减持
PEP
PEPSICO INC
-$183.0K
3,146
-25%
减持
SCHV
SCHWAB STRATEGIC TR
-$165.0K
41,997
-0%
增持
IJR
ISHARES TR
-$156.0K
50,075
+2%
减持
CCI
CROWN CASTLE INC
-$150.0K
2,541
-17%
增持
GOOG
ALPHABET INC
-$148.0K
5,586
+1685%
增持
RJF
RAYMOND JAMES FINL INC
+$148.0K
9,668
+7%
减持
IVV
ISHARES TR
-$145.0K
5,735
-1%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$142.0K
59,731
+11%
减持
JNJ
JOHNSON & JOHNSON
-$141.0K
4,020
-11%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$135.0K
10,207
减持
AMZN
AMAZON COM INC
-$135.0K
6,067
-21%
减持
ABBV
ABBVIE INC
-$133.0K
2,379
-19%
减持
SPY
SPDR S&P 500 ETF TR
-$128.0K
5,427
-1%
增持
LBRDK
LIBERTY BROADBAND CORP
-$116.0K
2,821
+1%
减持
—
EATON CORP PLC
-$109.0K
4,082
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$108.0K
3,191
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$107.0K
846
-14%
减持
CSCO
CISCO SYS INC
-$100.0K
10,238
-14%
减持
SCHA
SCHWAB STRATEGIC TR
-$93.0K
39,399
-3%
增持
ESGE
ISHARES INC
-$91.0K
23,260
+2%
减持
WBD
WARNER BROS DISCOVERY INC
-$89.0K
10,986
-31%
减持
TRS
TRIMAS CORP
-$86.0K
27,000
-2%
减持
—
ACCENTURE PLC IRELAND
-$86.0K
1,765
-9%
增持
SCHE
SCHWAB STRATEGIC TR
-$84.0K
64,115
+7%
减持
PG
PROCTER AND GAMBLE CO
-$72.0K
2,380
-8%
增持
DIAL
COLUMBIA ETF TR I
-$72.0K
173,141
+3%
减持
DIS
DISNEY WALT CO
-$70.0K
2,986
-20%
减持
AMGN
AMGEN INC
-$70.0K
1,047
-17%
减持
IVE
ISHARES TR
-$69.0K
7,612
-0%
增持
GLD
SPDR GOLD TR
-$65.0K
6,417
+2%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$57.0K
41,673
+2%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
-$56.0K
14,924
+5%
减持
META
META PLATFORMS INC
-$56.0K
2,153
-0%
减持
TXN
TEXAS INSTRS INC
-$54.0K
3,158
-11%
减持
COST
COSTCO WHSL CORP NEW
-$53.0K
2,165
-3%
减持
CBZ
CBIZ INC
+$53.0K
28,676
-2%
减持
HON
HONEYWELL INTL INC
-$47.0K
2,438
-7%
减持
IEFA
ISHARES TR
-$47.0K
4,144
-8%
减持
PPG
PPG INDS INC
-$44.0K
2,669
-10%
增持
MMIT
INDEXIQ ACTIVE ETF TR
-$41.0K
641,146
+3%
增持
IJH
ISHARES TR
+$39.0K
3,523
+9%
增持
—
HYCROFT MINING HOLDING CORP
-$37.0K
239,000
+47%
增持
ESGD
ISHARES TR
-$36.0K
6,430
+2%
增持
—
AMC ENTMT HLDGS INC
-$32.0K
82,930
+84%
减持
TJX
TJX COS INC NEW
-$31.0K
4,989
-18%
增持
SUSB
ISHARES TR
+$31.0K
15,126
+12%
增持
SBUX
STARBUCKS CORP
+$29.0K
3,224
+2%
减持
AVGO
BROADCOM INC
-$29.0K
613
-1%
清仓
—
SUNDIAL GROWERS INC
-$26.0K
0
-100%
增持
FISV
FISERV INC
+$25.0K
4,906
+1%
增持
COF
CAPITAL ONE FINL CORP
-$21.0K
2,836
+5%
减持
XLU
SELECT SECTOR SPDR TR
-$20.0K
4,112
-0%
增持
IWO
ISHARES TR
+$20.0K
2,049
+5%
减持
MDYV
SPDR SER TR
-$19.0K
3,644
-4%
增持
SCHG
SCHWAB STRATEGIC TR
+$19.0K
330,352
+4%
减持
NEE
NEXTERA ENERGY INC
-$16.0K
8,333
-4%
减持
MDYG
SPDR SER TR
-$14.0K
8,163
-2%
增持
SCHM
SCHWAB STRATEGIC TR
-$14.0K
63,065
+3%
增持
—
EXXON MOBIL CORP
+$13.0K
4,706
+1%
减持
ADI
ANALOG DEVICES INC
-$12.0K
1,756
-0%
增持
—
LIBERTY MEDIA CORP DEL
+$11.0K
6,274
+0%
减持
ICLN
ISHARES TR
-$11.0K
12,024
-5%
增持
QCOM
QUALCOMM INC
+$7.0K
2,075
+17%
减持
LLY
LILLY ELI & CO
-$7.0K
760
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$6.0K
992
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$6.0K
633
-0%
增持
AXP
AMERICAN EXPRESS CO
-$5.0K
1,921
+1%
建仓
—
MULLEN AUTOMOTIVE INC
+$3.0K
10,100
减持
DHR
DANAHER CORPORATION
+$2.0K
993
-1%
减持
WMT
WALMART INC
+$2.0K
4,314
-6%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.0K
3,277
+6%
减持
CVS
CVS HEALTH CORP
+$1.0K
4,403
-3%
