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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 110 项
建仓 22
增持 49
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VO
VANGUARD INDEX FDS
+$6.1M
174,506
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$5.9M
1,277,260
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.7M
388,679
+3%
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
MMIT
INDEXIQ ACTIVE ETF TR
+$4.1M
1,132,112
+18%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.4M
438,315
+4%
增持
MSFT
MICROSOFT CORP
+$2.8M
23,857
+24%
增持
MUB
ISHARES TR
+$2.5M
203,272
+14%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.3M
58,668
-39%
增持
IJT
ISHARES TR
+$1.7M
116,344
+8%
增持
VNLA
JANUS DETROIT STR TR
+$1.5M
252,418
+14%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.5M
143,875
-17%
增持
AAPL
APPLE INC
+$1.4M
40,428
+40%
建仓
FTRB
FEDERATED HERMES ETF TRUST
+$1.2M
46,977
减持
IWF
ISHARES TR
+$1.1M
41,746
-2%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
6,786
+238%
增持
VOO
VANGUARD INDEX FDS
+$973.8K
21,963
+0%
增持
IEMG
ISHARES INC
+$767.9K
275,417
+4%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$647.4K
173,176
+10%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$633.5K
50,673
+13%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$628.5K
9,949
增持
SCHM
SCHWAB STRATEGIC TR
+$605.6K
82,431
+2%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$568.3K
104,973
+14%
建仓
MCD
MCDONALDS CORP
+$562.8K
1,996
建仓
GOOG
ALPHABET INC
+$530.5K
3,484
建仓
MRK
MERCK & CO INC
+$526.6K
3,991
建仓
VBK
VANGUARD INDEX FDS
+$521.4K
2,000
减持
RJF
RAYMOND JAMES FINL INC
-$494.5K
4,645
-53%
增持
—
EATON CORP PLC
+$413.2K
5,569
+1%
增持
GOOGL
ALPHABET INC
+$400.1K
6,374
+58%
清仓
ISTB
ISHARES TR
-$394.9K
0
-100%
建仓
CSCO
CISCO SYS INC
+$375.0K
7,513
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$360.2K
5,130
建仓
HD
HOME DEPOT INC
+$352.1K
918
增持
—
EXXON MOBIL CORP
+$352.0K
17,054
+5%
增持
VTI
VANGUARD INDEX FDS
+$340.8K
10,748
+4%
减持
NVDA
NVIDIA CORPORATION
+$326.0K
814
-2%
增持
V
VISA INC
+$322.9K
1,907
+137%
建仓
PG
PROCTER AND GAMBLE CO
+$311.2K
1,918
增持
AMZN
AMAZON COM INC
+$287.2K
4,295
+34%
增持
AMGN
AMGEN INC
+$285.2K
2,790
+58%
增持
IJR
ISHARES TR
+$283.9K
67,297
+2%
建仓
BNY
BANK NEW YORK MELLON CORP
+$282.9K
4,910
增持
JNJ
JOHNSON & JOHNSON
+$281.9K
3,818
+86%
减持
SCHA
SCHWAB STRATEGIC TR
-$277.4K
27,095
-21%
建仓
RTX
RTX CORPORATION
+$269.3K
2,761
增持
PCAR
PACCAR INC
+$266.7K
9,949
+1%
建仓
VTV
VANGUARD INDEX FDS
+$264.8K
1,626
建仓
NEE
NEXTERA ENERGY INC
+$262.1K
4,100
建仓
META
META PLATFORMS INC
+$257.4K
530
建仓
DIS
DISNEY WALT CO
+$232.9K
1,903
建仓
PFE
PFIZER INC
+$232.1K
8,364
增持
WMT
WALMART INC
+$229.0K
8,289
+384%
清仓
SHY
ISHARES TR
-$223.1K
0
-100%
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$222.4K
3,065
清仓
ACWI
ISHARES TR
-$220.5K
0
-100%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$218.1K
0
-100%
减持
PKOH
PARK-OHIO HLDGS CORP
-$214.8K
11,306
-41%
建仓
NUSC
NUSHARES ETF TR
+$208.1K
5,004
建仓
VOE
VANGUARD INDEX FDS
+$205.0K
1,315
建仓
ABT
ABBOTT LABS
+$200.2K
1,761
减持
VEA
VANGUARD TAX-MANAGED FDS
+$196.5K
164,192
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$179.2K
4,549
-2%
减持
IVV
ISHARES TR
+$179.0K
5,518
-3%
减持
SCHE
SCHWAB STRATEGIC TR
-$175.6K
101,714
-8%
减持
SPYM
SPDR SER TR
+$165.1K
32,967
-1%
增持
PEP
PEPSICO INC
+$165.0K
2,160
+72%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$156.1K
10,400
+9%
减持
CBZ
CBIZ INC
+$140.0K
24,333
-14%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$139.8K
99,433
-4%
清仓
AMC
AMC ENTMT HLDGS INC
-$112.9K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$112.2K
1,160
+10%
增持
VB
VANGUARD INDEX FDS
+$99.7K
3,096
+9%
增持
IJH
ISHARES TR
+$98.7K
18,173
+401%
增持
COST
COSTCO WHSL CORP NEW
+$92.5K
793
+7%
增持
PNC
PNC FINL SVCS GROUP INC
+$88.9K
4,644
+9%
增持
ESGE
ISHARES INC
+$88.5K
33,421
+8%
减持
TRS
TRIMAS CORP
-$82.2K
18,474
-19%
增持
ABBV
ABBVIE INC
+$78.9K
1,759
+13%
减持
PPG
PPG INDS INC
-$76.1K
1,541
-23%
减持
GLD
SPDR GOLD TR
+$62.9K
7,268
-3%
清仓
HYMC
HYCROFT MINING HOLDING CORP
-$58.6K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$55.4K
1,614
+4%
减持
IVE
ISHARES TR
+$49.5K
6,062
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$49.2K
64,893
-3%
清仓
TELFY
TELEFONICA S A
-$49.2K
0
-100%
减持
IEFA
ISHARES TR
-$44.7K
8,016
-12%
减持
ESGD
ISHARES TR
+$40.0K
14,098
-2%
减持
IWR
ISHARES TR
+$35.3K
94,798
-7%
增持
XLE
SELECT SECTOR SPDR TR
+$35.3K
3,312
+0%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$35.2K
8,547
+6%
减持
AGG
ISHARES TR
-$31.8K
4,020
-6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$31.6K
2,302
+6%
减持
FHI
FEDERATED HERMES INC
-$29.4K
69,978
-7%
减持
SUSB
ISHARES TR
-$29.1K
20,666
-5%
减持
MFC
MANULIFE FINL CORP
+$25.9K
22,252
-7%
减持
QQQ
INVESCO QQQ TR
+$25.6K
1,099
-3%
增持
CSX
CSX CORP
+$22.1K
6,335
+3%
增持
ICLN
ISHARES TR
-$17.9K
11,389
+0%
增持
T
AT&T INC
+$15.2K
10,812
+4%
增持
CMCSA
COMCAST CORP NEW
+$13.8K
5,777
+7%
减持
LLY
ELI LILLY & CO
-$9.9K
305
-28%
减持
RELY
REMITLY GLOBAL INC
-$9.3K
74,728
-7%
增持
—
BROOKFIELD INFRAST PARTNERS
+$6.8K
12,117
+3%
增持
VNQ
VANGUARD INDEX FDS
-$5.9K
4,305
+1%
减持
SUSC
ISHARES TR
-$4.8K
11,179
-1%
增持
VTEB
VANGUARD MUN BD FDS
-$4.5K
45,710
+1%
减持
VBR
VANGUARD INDEX FDS
-$3.9K
1,218
-8%
建仓
—
HANRYU HLDGS INC
+$3.7K
12,595
减持
VONV
VANGUARD SCOTTSDALE FDS
-$849
3,678
-8%
增持
IJS
ISHARES TR
+$34
5,683
+0%
