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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 117 项
建仓 14
增持 43
减持 51
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IEMG
ISHARES INC
+$22.9M
578,939
+163%
增持
SPDW
SPDR INDEX SHS FDS
+$10.6M
1,678,854
+7%
增持
VBK
VANGUARD INDEX FDS
+$8.5M
32,583
+1460%
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
SCHG
SCHWAB STRATEGIC TR
+$8.4M
1,640,699
+4%
增持
VO
VANGUARD INDEX FDS
+$7.3M
239,614
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.4M
247,874
+45%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.6M
1,550,228
+3%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$4.4M
332,128
+40%
增持
SCHM
SCHWAB STRATEGIC TR
+$4.0M
446,089
+37%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
11,552
+99%
增持
IWF
ISHARES TR
+$3.5M
44,636
+5%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.1M
295,971
+55%
增持
VTEB
VANGUARD MUN BD FDS
+$3.1M
164,668
+64%
减持
IJT
ISHARES TR
-$3.0M
152,166
-19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.9M
260,891
+32%
减持
MSFT
MICROSOFT CORP
+$2.5M
22,251
-3%
增持
VBR
VANGUARD INDEX FDS
+$2.2M
12,350
+996%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$2.1M
57,831
增持
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$2.0M
364,805
+33%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.0M
26,116
+192%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$1.6M
1,838,266
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
20,702
+4%
减持
MUB
ISHARES TR
-$1.6M
284,243
-4%
增持
IEFA
ISHARES TR
+$1.5M
35,290
+85%
增持
VB
VANGUARD INDEX FDS
+$1.4M
8,232
+257%
减持
FTRB
FEDERATED HERMES ETF TRUST
-$1.2M
408,162
-11%
减持
PRCH
PORCH GROUP INC
+$1.2M
276,683
-2%
增持
IVW
ISHARES TR
+$1.1M
26,076
+34%
增持
IVE
ISHARES TR
+$983.7K
10,970
+80%
减持
AAPL
APPLE INC
-$845.4K
27,242
-6%
增持
IJR
ISHARES TR
+$693.1K
101,455
+2%
增持
EFA
ISHARES TR
+$663.8K
85,309
+0%
增持
TJX
TJX COS INC NEW
+$657.5K
7,053
+302%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$645.0K
10,820
+222%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$585.8K
64,982
+5%
增持
SCHE
SCHWAB STRATEGIC TR
+$581.6K
79,060
+21%
清仓
HWM
HOWMET AEROSPACE INC
-$565.0K
0
-100%
清仓
IYE
ISHARES TR
-$540.4K
0
-100%
清仓
KKR
KKR & CO INC
-$520.2K
0
-100%
增持
IJJ
ISHARES TR
+$498.6K
7,743
+102%
增持
IJK
ISHARES TR
+$498.4K
10,450
+92%
减持
IWR
ISHARES TR
+$498.1K
75,142
-0%
建仓
IJUL
INNOVATOR ETFS TRUST
+$493.0K
15,436
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$456.9K
9,385
-51%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$442.9K
4,712
增持
IJS
ISHARES TR
+$417.4K
8,834
+87%
建仓
RKLB
ROCKET LAB CORP
+$393.5K
11,000
增持
XLE
SELECT SECTOR SPDR TR
+$371.9K
7,407
+170%
清仓
LNG
CHENIERE ENERGY INC
-$368.2K
0
-100%
建仓
IMCB
ISHARES TR
+$322.9K
4,053
增持
SPYM
SPDR SERIES TRUST
+$317.5K
35,123
+3%
建仓
XOP
SPDR SERIES TRUST
+$297.0K
2,361
清仓
—
UNITED STATES STL CORP NEW
-$294.2K
0
-100%
建仓
EJUL
INNOVATOR ETFS TRUST
+$283.3K
10,234
建仓
PM
PHILIP MORRIS INTL INC
+$278.8K
1,531
清仓
T
AT&T INC
-$272.6K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$271.9K
4,638
减持
IVV
ISHARES TR
+$265.9K
5,555
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$264.5K
11,865
+7%
增持
ESGD
ISHARES TR
+$254.3K
14,047
+15%
减持
JPM
JPMORGAN CHASE & CO.
+$241.9K
6,473
-3%
清仓
GLW
CORNING INC
-$235.3K
0
-100%
减持
RELY
REMITLY GLOBAL INC
-$221.0K
62,848
-7%
增持
QQQ
INVESCO QQQ TR
+$216.8K
1,593
+13%
建仓
VOTE
TCW ETF TRUST
+$216.3K
2,974
建仓
SLV
ISHARES SILVER TR
+$214.5K
6,537
清仓
MA
MASTERCARD INCORPORATED
-$212.1K
0
-100%
建仓
ISCB
ISHARES TR
+$208.2K
3,572
建仓
IWD
ISHARES TR
+$204.8K
1,054
减持
NFLX
NETFLIX INC
+$198.9K
613
-8%
清仓
RKLB
ROCKET LAB USA INC
-$196.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$179.2K
16,070
-0%
增持
SUSC
ISHARES TR
+$161.6K
36,619
+23%
减持
ANSS
ANSYS INC
+$160.6K
4,707
-0%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$155.0K
19,865
-6%
减持
NUSC
NUSHARES ETF TR
-$153.4K
9,735
-32%
增持
NEE
NEXTERA ENERGY INC
+$152.9K
6,483
+55%
增持
UBER
UBER TECHNOLOGIES INC
+$147.8K
6,640
+3%
建仓
ICLN
ISHARES TR
+$134.8K
10,286
减持
IJH
ISHARES TR
-$130.5K
22,525
-14%
减持
CBZ
CBIZ INC
-$117.8K
23,369
-1%
减持
FHI
FEDERATED HERMES INC
-$111.4K
79,821
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$107.8K
1,029
-10%
减持
AMGN
AMGEN INC
-$98.5K
2,700
-1%
减持
GOOG
ALPHABET INC
+$92.8K
5,270
-2%
增持
IWO
ISHARES TR
+$92.4K
2,144
+5%
减持
META
META PLATFORMS INC
+$90.9K
1,136
-12%
减持
ESGE
ISHARES INC
-$85.3K
13,621
-23%
减持
JNJ
JOHNSON & JOHNSON
-$77.5K
2,345
-11%
减持
PEP
PEPSICO INC
-$71.3K
2,008
-11%
减持
MRK
MERCK & CO INC
-$66.5K
2,561
-15%
减持
MCD
MCDONALDS CORP
-$64.6K
1,808
-5%
减持
VNQ
VANGUARD INDEX FDS
-$64.4K
11,538
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$58.8K
1,561
-3%
减持
ABBV
ABBVIE INC
-$58.8K
1,293
-9%
增持
IWM
ISHARES TR
+$58.6K
3,131
+1%
减持
SCHA
SCHWAB STRATEGIC TR
+$57.5K
48,002
-3%
减持
WMT
WALMART INC
+$54.8K
7,518
-3%
减持
VNLA
JANUS DETROIT STR TR
-$45.0K
513,425
-0%
减持
NVDA
NVIDIA CORPORATION
-$44.0K
5,031
-35%
减持
PG
PROCTER AND GAMBLE CO
-$41.3K
1,506
-9%
减持
GLD
SPDR GOLD TR
+$39.7K
6,644
-4%
减持
V
VISA INC
-$37.8K
2,606
-5%
减持
LBRDK
LIBERTY BROADBAND CORP
+$35.2K
2,697
-0%
减持
AMZN
AMAZON COM INC
+$26.1K
5,593
-11%
减持
CSCO
CISCO SYS INC
+$22.0K
5,374
-5%
减持
BNY
BANK NEW YORK MELLON CORP
+$18.4K
3,312
-2%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$17.3K
3,921
+0%
减持
GOOGL
ALPHABET INC
+$17.0K
7,574
-11%
减持
COST
COSTCO WHSL CORP NEW
-$16.3K
744
-7%
减持
HD
HOME DEPOT INC
-$13.4K
797
-4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$13.0K
25,443
-2%
减持
RTX
RTX CORPORATION
+$11.7K
2,473
-6%
减持
WELL
WELLTOWER INC
-$10.7K
1,487
-5%
减持
MFC
MANULIFE FINL CORP
+$10.6K
15,840
-0%
减持
AGG
ISHARES TR
-$5.2K
3,078
-2%
减持
ABT
ABBOTT LABS
+$2.8K
1,688
-1%
