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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 103 项
建仓 6
增持 46
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FHI
FEDERATED HERMES INC
+$16.0M
2,727,878
+2%
增持
SCHG
SCHWAB STRATEGIC TR
-$4.7M
1,640,662
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$3.6M
1,804,741
+2%
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。
减持
VNLA
JANUS DETROIT STR TR
-$3.4M
643,344
-9%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$3.1M
2,579,517
+6%
增持
IEMG
ISHARES INC
+$3.1M
641,602
+3%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.7M
473,032
+15%
增持
IWF
ISHARES TR
-$1.8M
41,409
+1%
增持
MUB
ISHARES TR
+$1.8M
360,475
+6%
减持
MSFT
MICROSOFT CORP
-$1.7M
12,707
-5%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.6M
1,427,777
+1%
增持
FTRB
FEDERATED HERMES ETF TRUST
+$1.5M
519,715
+14%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.3M
356,925
+9%
增持
IJT
ISHARES TR
+$1.2M
164,021
+3%
增持
FEGE
RBB FUND TRUST
+$854.1K
107,559
+18%
增持
SCHM
SCHWAB STRATEGIC TR
+$765.1K
460,298
+3%
建仓
SLDE
SLIDE INS HLDGS INC
+$727.7K
40,429
减持
AAPL
APPLE INC
-$668.3K
33,719
-1%
增持
VOO
VANGUARD INDEX FDS
-$587.5K
22,843
+1%
减持
PRCH
PORCH GROUP INC
-$542.9K
274,216
-0%
清仓
FMNB
FARMERS NATIONAL BANC CORP
-$494.0K
0
-100%
减持
RJF
RAYMOND JAMES FINL INC
-$347.2K
21,546
-0%
增持
GLD
SPDR GOLD TR
+$322.7K
6,802
+4%
减持
IJR
ISHARES TR
+$302.8K
101,258
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$301.6K
218,620
-0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$295.3K
11,343
+1%
减持
JPM
JPMORGAN CHASE & CO
-$285.9K
8,876
-1%
建仓
CVX
CHEVRON CORPORATION
+$274.4K
1,326
增持
VO
VANGUARD INDEX FDS
+$258.4K
246,030
+1%
建仓
COPX
GLOBAL X FDS
+$252.0K
3,301
减持
AVGO
BROADCOM INC
-$249.1K
2,104
-19%
增持
GOOGL
ALPHABET INC
-$236.0K
9,332
+0%
清仓
LLY
ELI LILLY & CO
-$222.9K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$220.8K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$218.1K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
+$215.8K
290,865
-0%
清仓
LULU
LULULEMON ATHLETICA INC
-$211.1K
0
-100%
建仓
IWN
ISHARES TR
+$207.0K
1,092
清仓
FV
FIRST TR EXCHANGE TRADED FD
-$205.8K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$205.7K
147,287
-2%
增持
GOOG
ALPHABET INC
-$205.4K
8,380
+1%
建仓
KO
COCA COLA CO
+$201.2K
2,646
增持
AMZN
AMAZON COM INC
-$194.7K
9,863
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$180.1K
66,603
+8%
增持
VBK
VANGUARD INDEX FDS
+$179.6K
33,972
+2%
减持
ORCL
ORACLE CORP
-$177.3K
3,686
-0%
减持
V
VISA INC
-$155.1K
3,172
-0%
增持
META
META PLATFORMS INC
+$152.0K
1,760
+36%
增持
IVV
ISHARES TR
-$150.1K
5,936
+1%
减持
SPYM
SPDR SERIES TRUST
-$147.1K
34,566
-1%
增持
VBR
VANGUARD INDEX FDS
+$133.9K
13,243
+2%
减持
WMT
WALMART INC
+$128.1K
10,006
-0%
减持
JNJ
JOHNSON & JOHNSON
+$128.1K
3,436
-0%
增持
GDX
VANECK ETF TRUST
+$124.1K
14,670
+3%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$111.2K
65,873
-0%
增持
—
EXXON MOBIL CORP
+$97.8K
1,954
+1%
减持
NEE
NEXTERA ENERGY INC
+$85.5K
6,832
-0%
减持
AXP
AMERICAN EXPRESS CO
-$79.2K
850
-6%
增持
NVDA
NVIDIA CORPORATION
-$75.1K
7,727
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$72.6K
120,079
-0%
减持
EFG
ISHARES TR
-$70.8K
5,471
-8%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$70.4K
14,770
+19%
减持
ABT
ABBOTT LABORATORIES
-$68.7K
3,028
-0%
减持
QQQ
INVESCO QQQ TR
-$64.3K
1,621
-0%
增持
RTX
RTX CORPORATION
+$60.3K
3,301
+5%
减持
—
EATON CORP PLC
+$58.6K
1,780
-2%
减持
VGT
VANGUARD WORLD FD
-$56.7K
544
-6%
减持
SPGI
S&P GLOBAL INC
-$54.0K
544
-0%
减持
TJX
TJX COS INC NEW
+$53.1K
8,761
-0%
增持
VTI
VANGUARD INDEX FDS
-$52.3K
6,790
+2%
减持
EFA
ISHARES TR
+$51.8K
61,020
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$48.2K
536
-0%
减持
SUSB
ISHARES TR
-$47.8K
41,042
-4%
减持
MRK
MERCK & CO INC
+$45.0K
3,031
-0%
增持
IJH
ISHARES TR
+$44.9K
24,030
+1%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$40.5K
21,354
+7%
减持
MO
ALTRIA GROUP INC
+$39.6K
4,806
-0%
增持
IJJ
ISHARES TR
+$39.3K
8,058
+3%
增持
IJS
ISHARES TR
+$37.9K
7,840
+0%
增持
ESGE
ISHARES INC
+$34.1K
13,982
+3%
减持
PEP
PEPSICO INC
+$30.9K
2,695
-0%
减持
IWR
ISHARES TR
-$30.3K
77,633
-1%
减持
ABBV
ABBVIE INC
-$28.9K
2,505
-0%
增持
ESGD
ISHARES TR
+$25.8K
14,239
+1%
减持
COHR
COHERENT CORP
-$24.8K
930
-30%
增持
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$21.0K
112,890
+2%
减持
SCHA
SCHWAB STRATEGIC TR
+$20.2K
46,984
-1%
增持
PM
PHILIP MORRIS INTL INC
+$18.2K
1,641
+4%
增持
NUSC
NUSHARES ETF TR
+$17.0K
10,482
+3%
增持
HD
HOME DEPOT INC
-$16.2K
1,089
+0%
减持
VB
VANGUARD INDEX FDS
+$16.1K
8,085
-1%
减持
PG
PROCTER & GAMBLE CO
-$13.3K
1,698
-6%
减持
NFLX
NETFLIX INC.
+$12.7K
5,960
-0%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$9.5K
10,528
-1%
减持
MCD
MCDONALDS CORP
+$8.5K
1,730
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$7.9K
11,817
-0%
减持
BNY
BANK NEW YORK MELLON CORP
+$7.7K
3,435
-0%
增持
VNQ
VANGUARD INDEX FDS
+$5.4K
11,629
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$4.8K
7,840
+15%
增持
VOTE
TCW ETF TRUST
+$3.7K
3,175
+7%
增持
SUSC
ISHARES TR
+$3.5K
38,307
+1%
建仓
IGC
IGC PHARMA INC
+$2.6K
10,000
减持
CSCO
CISCO SYS INC
+$2.4K
5,603
-0%
