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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 110 项
建仓 12
增持 71
减持 23
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VNLA
JANUS DETROIT STR TR
+$8.6M
708,561
+33%
增持
SPDW
SPDR INDEX SHS FDS
+$5.0M
1,774,091
+3%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$4.5M
2,426,389
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。
+8%
增持
MUB
ISHARES TR
+$3.1M
340,737
+9%
增持
IEMG
ISHARES INC
+$2.2M
619,917
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.1M
411,612
+13%
增持
AAPL
APPLE INC
+$1.9M
33,936
+17%
减持
—
EXXON MOBIL CORP
-$1.6M
1,942
-88%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
22,702
+9%
增持
GOOG
ALPHABET INC
+$1.3M
8,315
+57%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
1,609,284
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
1,420,448
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
326,178
+8%
增持
FEGE
RBB FUND TRUST
+$930.4K
91,276
+23%
建仓
AVGO
BROADCOM INC
+$900.3K
2,601
增持
MSFT
MICROSOFT CORP
+$869.3K
13,314
+24%
增持
FTRB
FEDERATED HERMES ETF TRUST
+$867.8K
455,132
+8%
增持
GOOGL
ALPHABET INC
+$862.8K
9,327
+10%
增持
AMZN
AMAZON COM INC
+$758.5K
9,743
+44%
增持
JPM
JPMORGAN CHASE & CO.
+$690.1K
8,991
+29%
增持
FHI
FEDERATED HERMES INC
+$663.1K
2,662,853
+0%
建仓
CAT
CATERPILLAR INC
+$581.5K
1,015
增持
VEA
VANGUARD TAX-MANAGED FDS
+$574.9K
219,427
+0%
增持
IEFA
ISHARES TR
+$463.8K
34,929
+15%
清仓
PKOH
PARK-OHIO HLDGS CORP
-$460.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$434.2K
242,562
+2%
增持
IVV
ISHARES TR
+$432.7K
5,880
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$409.1K
448,477
+2%
增持
WMT
WALMART INC
+$340.0K
10,012
+33%
建仓
AXP
AMERICAN EXPRESS CO
+$336.3K
909
建仓
—
ASML HOLDING N V
+$331.7K
310
增持
TJX
TJX COS INC NEW
+$325.4K
8,763
+24%
增持
IWR
ISHARES TR
+$323.6K
78,722
+5%
增持
ORCL
ORACLE CORP
-$317.1K
3,692
+0%
增持
IJR
ISHARES TR
+$312.3K
102,218
+1%
清仓
AGG
ISHARES TR
-$311.9K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$311.5K
538
增持
COST
COSTCO WHSL CORP NEW
+$295.2K
1,171
+52%
增持
ABBV
ABBVIE INC
+$271.5K
2,511
+92%
减持
AMGN
AMGEN INC
-$271.0K
1,500
-44%
建仓
—
LINDE PLC
+$265.6K
623
增持
VBK
VANGUARD INDEX FDS
+$260.6K
33,393
+1%
建仓
—
CHUBB LIMITED
+$256.4K
822
建仓
COHR
COHERENT CORP
+$246.4K
1,335
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$243.1K
65,963
+3%
增持
RKLB
ROCKET LAB CORP
+$241.8K
11,021
+0%
清仓
BWIN
THE BALDWIN INSURANCE GRP IN
-$231.3K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$229.6K
2,298
清仓
ISCB
ISHARES TR
-$226.6K
0
-100%
建仓
LLY
ELI LILLY & CO
+$222.9K
207
建仓
HON
HONEYWELL INTL INC
+$219.5K
1,125
增持
IJT
ISHARES TR
+$219.2K
159,516
+1%
增持
JNJ
JOHNSON & JOHNSON
+$213.8K
3,440
+28%
建仓
LULU
LULULEMON ATHLETICA INC
+$211.1K
1,016
增持
EFA
ISHARES TR
+$205.8K
61,180
+1%
增持
RTX
RTX CORPORATION
+$162.6K
3,143
+27%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$154.4K
12,429
+11%
增持
NFLX
NETFLIX INC
-$154.2K
5,977
+903%
增持
IWM
ISHARES TR
+$148.1K
3,642
+18%
减持
IWF
ISHARES TR
+$131.6K
41,184
-0%
减持
SCHV
SCHWAB STRATEGIC TR
+$114.1K
292,319
-0%
增持
IJH
ISHARES TR
+$113.6K
23,907
+7%
增持
UBER
UBER TECHNOLOGIES INC
-$111.0K
6,843
+0%
增持
ABT
ABBOTT LABS
+$107.9K
3,029
+49%
减持
HD
HOME DEPOT INC
-$107.0K
1,088
-8%
减持
IJS
ISHARES TR
-$88.1K
7,833
-12%
减持
PNC
PNC FINL SVCS GROUP INC
+$82.9K
11,819
-0%
增持
VB
VANGUARD INDEX FDS
+$74.7K
8,147
+2%
增持
MRK
MERCK & CO INC
+$71.1K
3,037
+3%
增持
QQQ
INVESCO QQQ TR
+$68.6K
1,628
+5%
增持
VBR
VANGUARD INDEX FDS
+$64.9K
12,952
+1%
增持
META
META PLATFORMS INC
-$63.7K
1,295
+4%
减持
SCHF
SCHWAB STRATEGIC TR
+$60.2K
120,607
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$56.2K
150,205
-1%
增持
PEP
PEPSICO INC
+$55.2K
2,701
+14%
减持
SPY
SPDR S&P 500 ETF TR
+$50.0K
11,250
-2%
增持
CSCO
CISCO SYS INC
+$48.9K
5,612
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$46.6K
61,510
-0%
减持
IMCB
ISHARES TR
-$42.7K
3,553
-12%
增持
MO
ALTRIA GROUP INC
-$39.9K
4,814
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$38.9K
3,444
+4%
减持
SUSC
ISHARES TR
-$33.9K
37,753
-3%
增持
NEE
NEXTERA ENERGY INC
+$33.8K
6,839
+0%
减持
SUSB
ISHARES TR
-$33.0K
42,652
-3%
增持
VNQ
VANGUARD INDEX FDS
-$31.4K
11,596
+0%
增持
V
VISA INC
+$31.0K
3,176
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$27.9K
47,264
+0%
增持
IJJ
ISHARES TR
+$24.0K
7,815
+1%
增持
IJK
ISHARES TR
+$22.5K
10,589
+1%
减持
PM
PHILIP MORRIS INTL INC
-$21.7K
1,578
-7%
减持
IVW
ISHARES TR
+$21.1K
25,616
-1%
增持
BAC
BANK AMERICA CORP
+$20.1K
4,014
+3%
增持
PG
PROCTER AND GAMBLE CO
-$18.3K
1,804
+0%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$17.0K
19,885
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.0K
1,135
-2%
增持
XLK
SELECT SECTOR SPDR TR
-$11.4K
3,444
+91%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$10.4K
10,589
-2%
增持
EFG
ISHARES TR
+$10.0K
5,970
+1%
增持
VOE
VANGUARD INDEX FDS
+$9.3K
1,347
+2%
增持
BN
BROOKFIELD CORP
+$8.1K
48,234
+50%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.7K
1,458
-6%
增持
XLU
SELECT SECTOR SPDR TR
-$5.9K
6,470
+100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.9K
1,419
-3%
增持
MCD
MCDONALDS CORP
+$3.4K
1,731
+0%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$3.3K
3,271
+0%
减持
IWD
ISHARES TR
+$2.5K
1,032
-2%
增持
MA
MASTERCARD INCORPORATED
+$2.0K
382
+1%
减持
NVDA
NVIDIA CORPORATION
-$1.8K
7,628
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$586
14,814
+100%
减持
VGT
VANGUARD WORLD FD
+$553
579
-1%
