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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 144 项
建仓 27
增持 42
减持 29
清仓 46
方向
标的
Δ市值
现股数(环比)
增持
FHI
FEDERATED HERMES INC
+$56.4M
4,504,318
+39%
增持
SPDW
SPDR INDEX SHS FDS
+$10.9M
608,796
+118%
建仓
IJT
ISHARES TR
+$9.9M
91,786
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
IEMG
ISHARES INC
+$7.1M
253,749
+128%
增持
VO
VANGUARD INDEX FDS
+$5.8M
150,735
+14%
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.8M
124,613
+540%
增持
EFA
ISHARES TR
+$3.2M
87,948
+89%
建仓
CORP
PIMCO ETF TR
+$3.0M
31,816
建仓
VTEB
VANGUARD MUN BD FDS
+$2.7M
54,746
建仓
MMIN
INDEXIQ ACTIVE ETF TR
+$2.7M
112,788
增持
SCHX
SCHWAB STRATEGIC TR
+$2.4M
398,645
+8%
增持
IWF
ISHARES TR
+$2.3M
53,768
+22%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
180,782
+21%
建仓
RELY
REMITLY GLOBAL INC
+$2.0M
172,500
增持
SCHE
SCHWAB STRATEGIC TR
+$1.6M
129,023
+101%
增持
IWR
ISHARES TR
+$1.5M
122,330
+12%
减持
MUB
ISHARES TR
-$1.5M
154,429
-11%
增持
—
EXXON MOBIL CORP
+$1.4M
16,500
+251%
清仓
—
BROOKFIELD ASSET MGMT INC
-$1.3M
0
-100%
增持
FHYS
FEDERATED HERMES ETF TRUST
+$1.3M
70,482
+547%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$1.2M
569,890
-11%
增持
IJR
ISHARES TR
+$1.1M
57,665
+15%
减持
AAPL
APPLE INC
-$1.0M
28,989
-16%
建仓
BN
BROOKFIELD CORP
+$1.0M
32,107
增持
SCHV
SCHWAB STRATEGIC TR
+$958.8K
51,738
+23%
减持
MSFT
MICROSOFT CORP
-$917.3K
19,242
-19%
增持
VOO
VANGUARD INDEX FDS
+$914.1K
16,079
+11%
增持
SCHM
SCHWAB STRATEGIC TR
+$909.7K
72,042
+14%
减持
COST
COSTCO WHSL CORP NEW
-$689.7K
728
-66%
建仓
STBA
S & T BANCORP INC
+$655.2K
19,170
清仓
JPM
JPMORGAN CHASE & CO
-$655.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$627.9K
343,141
+4%
清仓
UNH
UNITEDHEALTH GROUP INC
-$614.0K
0
-100%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$591.2K
8,879
清仓
MA
MASTERCARD INCORPORATED
-$579.0K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$545.4K
9,895
清仓
GOOG
ALPHABET INC
-$537.0K
0
-100%
建仓
PRCH
PORCH GROUP INC
+$533.2K
283,611
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$514.5K
1,093
-66%
建仓
IJS
ISHARES TR
+$510.5K
5,591
建仓
ISTB
ISHARES TR
+$492.9K
10,615
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$491.6K
48,418
+16%
清仓
TXN
TEXAS INSTRS INC
-$489.0K
0
-100%
减持
VNLA
JANUS DETROIT STR TR
-$483.6K
312,138
-1%
清仓
FISV
FISERV INC
-$459.0K
0
-100%
清仓
PFE
PFIZER INC
-$458.0K
0
-100%
增持
IEFA
ISHARES TR
+$454.0K
10,902
+163%
清仓
—
ACCENTURE PLC IRELAND
-$454.0K
0
-100%
清仓
V
VISA INC
-$454.0K
0
-100%
建仓
IJJ
ISHARES TR
+$439.6K
4,361
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$429.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$428.6K
2,684
-68%
清仓
CVS
CVS HEALTH CORP
-$420.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$410.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$407.0K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$388.1K
4,706
减持
CWB
SPDR SER TR
-$386.7K
3,207
-66%
建仓
EEM
ISHARES TR
+$385.1K
10,160
清仓
HD
HOME DEPOT INC
-$383.0K
0
-100%
增持
IJH
ISHARES TR
+$372.4K
4,731
+34%
减持
AMZN
AMAZON COM INC
-$370.9K
3,751
-38%
清仓
CCI
CROWN CASTLE INC
-$367.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$358.6K
4,447
-43%
减持
JNJ
JOHNSON & JOHNSON
-$358.3K
1,691
-58%
清仓
UNP
UNION PAC CORP
-$358.0K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$345.1K
45,274
+15%
建仓
BNY
BANK NEW YORK MELLON CORP
+$338.4K
7,433
建仓
QQQ
INVESCO QQQ TR
+$337.1K
1,266
减持
WMT
WALMART INC
-$313.3K
1,740
-60%
增持
VTI
VANGUARD INDEX FDS
+$311.3K
13,449
+7%
清仓
TJX
TJX COS INC NEW
-$310.0K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$309.0K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$304.8K
10,634
建仓
XLF
SELECT SECTOR SPDR TR
+$304.2K
8,894
清仓
PG
PROCTER AND GAMBLE CO
-$300.0K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$298.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$294.9K
69,695
+1%
清仓
META
META PLATFORMS INC
-$292.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$282.0K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$278.3K
3,229
清仓
SBUX
STARBUCKS CORP
-$272.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$272.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$270.0K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$261.0K
0
-100%
清仓
—
INVESCO QQQ TR
-$260.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$259.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$256.0K
0
-100%
清仓
LLY
LILLY ELI & CO
-$246.0K
0
-100%
建仓
IWD
ISHARES TR
+$245.8K
1,621
清仓
ADI
ANALOG DEVICES INC
-$245.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$243.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$241.0K
0
-100%
清仓
—
CHUBB LIMITED
-$239.0K
0
-100%
减持
DIAL
COLUMBIA ETF TR I
-$238.7K
153,746
-11%
建仓
LNG
CHENIERE ENERGY INC
+$238.6K
1,591
减持
PEP
PEPSICO INC
-$236.7K
1,535
-51%
增持
—
AMC ENTMT HLDGS INC
-$234.4K
84,430
+2%
清仓
QCOM
QUALCOMM INC
-$234.0K
0
-100%
清仓
—
EDWARDS LIFESCIENCES CORP
-$233.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$231.3K
3,611
+54%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$231.2K
8,064
清仓
STZ
CONSTELLATION BRANDS INC
-$228.0K
0
-100%
增持
AMGN
AMGEN INC
+$226.0K
1,759
+68%
建仓
SUSC
ISHARES TR
+$225.4K
10,109
清仓
WM
WASTE MGMT INC DEL
-$222.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$211.0K
0
-100%
清仓
NKE
NIKE INC
-$209.0K
0
-100%
建仓
KKR
KKR & CO INC
+$208.9K
4,500
增持
IVE
ISHARES TR
+$207.1K
8,169
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$206.3K
4,125
+60%
清仓
FNB
F N B CORP
-$190.0K
0
-100%
增持
ESGD
ISHARES TR
+$182.5K
8,268
+29%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$176.8K
62,422
+5%
增持
EFG
ISHARES TR
+$164.9K
9,681
+9%
建仓
PKOH
PARK-OHIO HLDGS CORP
+$163.2K
13,345
增持
IVV
ISHARES TR
+$151.8K
5,749
+0%
清仓
VISN
COMMSCOPE HLDG CO INC
-$147.0K
0
-100%
建仓
FCF
FIRST COMWLTH FINL CORP PA
+$139.7K
10,000
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$135.0K
0
-100%
增持
SUSB
ISHARES TR
+$133.6K
20,555
+36%
增持
VB
VANGUARD INDEX FDS
+$128.1K
3,880
+13%
增持
AGG
ISHARES TR
+$127.0K
5,702
+29%
清仓
WBD
WARNER BROS DISCOVERY INC
-$126.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$125.8K
6,595
+3%
减持
PNC
PNC FINL SVCS GROUP INC
-$96.7K
2,490
-24%
增持
ICLN
ISHARES TR
+$93.8K
16,310
+36%
减持
ANSS
ANSYS INC
+$88.8K
4,809
-1%
清仓
VTRS
VIATRIS INC
-$86.0K
0
-100%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
+$81.4K
14,618
-2%
增持
IWM
ISHARES TR
+$65.8K
3,830
+5%
增持
IJK
ISHARES TR
+$61.1K
5,902
+9%
减持
—
EATON CORP PLC
+$60.4K
3,851
-6%
增持
IWO
ISHARES TR
+$58.4K
2,244
+10%
减持
XLE
SELECT SECTOR SPDR TR
+$53.1K
3,465
-0%
减持
ORCL
ORACLE CORP
-$51.9K
4,136
-35%
减持
SPY
SPDR S&P 500 ETF TR
+$42.7K
5,179
-5%
减持
ESGE
ISHARES INC
-$41.3K
20,043
-14%
减持
RJF
RAYMOND JAMES FINL INC
+$39.6K
9,308
-4%
增持
IVW
ISHARES TR
+$28.5K
18,590
+2%
减持
PPG
PPG INDS INC
+$26.5K
2,557
-4%
减持
XLU
SELECT SECTOR SPDR TR
+$20.2K
4,102
-0%
减持
ABBV
ABBVIE INC
-$2.6K
1,958
-18%
减持
—
LIBERTY MEDIA CORP DEL
-$2.2K
6,000
-4%
减持
LBRDK
LIBERTY BROADBAND CORP
-$1.6K
2,706
-4%