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WADDELL & ASSOCIATES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WADDELL & ASSOCIATES, LLC
报告期 2026-03-31 · CIK 0001776757
持仓数
451
前50大市值合计
$1.54B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 111 项
建仓 24
增持 40
减持 16
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
HD
HOME DEPOT INC
-$77.4M
8,976
+107%
清仓
—
ISHARES TR
-$61.7M
0
-100%
清仓
—
SPDR S&P MIDCAP 400 ETF TR
-$61.6M
0
-100%
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。
建仓
QUAL
ISHARES TR
+$61.3M
465,262
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$61.2M
127,195
建仓
IXUS
ISHARES TR
+$54.1M
762,528
清仓
—
ISHARES TR
-$53.8M
0
-100%
建仓
DRVN
DRIVEN BRANDS HLDGS INC
+$2.6M
89,371
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
14,510
+74%
增持
MSFT
MICROSOFT CORP
+$1.6M
15,008
+52%
清仓
—
AT&T INC
-$1.2M
0
-100%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$1.2M
121,493
-3%
建仓
T
AT&T INC
+$1.1M
42,043
清仓
FIX
COMFORT SYS USA INC
-$1.1M
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.1M
9,315
清仓
—
EDWARDS LIFESCIENCES CORP
-$965.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$916.0K
24,688
+205%
增持
—
BARCLAYS BANK PLC
+$871.0K
2,522,841
+1%
增持
JNJ
JOHNSON & JOHNSON
+$823.0K
9,330
+125%
清仓
—
INVESCO QQQ TR
-$816.0K
0
-100%
增持
SCHK
SCHWAB STRATEGIC TR
+$800.0K
847,910
+2%
增持
IEFA
ISHARES TR
+$787.0K
449,275
+3%
增持
WMT
WALMART INC
+$632.0K
19,404
+32%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$605.0K
492,912
+6%
增持
AMZN
AMAZON COM INC
+$568.0K
465
+67%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$543.0K
0
-100%
建仓
NKE
NIKE INC
+$541.0K
3,725
清仓
—
ABBVIE INC
-$526.0K
0
-100%
建仓
ABBV
ABBVIE INC
+$525.0K
4,866
增持
CVX
CHEVRON CORP NEW
+$499.0K
12,845
+67%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$468.0K
21,175
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$460.0K
9,320
+64%
清仓
SCI
SERVICE CORP INTL
-$452.0K
0
-100%
建仓
TFI
SPDR SER TR
+$420.0K
8,136
清仓
FHN
FIRST HORIZON CORPORATION
-$418.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$418.0K
0
-100%
清仓
DE
DEERE & CO
-$417.0K
0
-100%
建仓
TIP
ISHARES TR
+$410.0K
3,208
清仓
IONS
IONIS PHARMACEUTICALS INC
-$401.0K
0
-100%
建仓
SHM
SPDR SER TR
+$399.0K
8,074
清仓
CAT
CATERPILLAR INC
-$372.0K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$372.0K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$362.0K
0
-100%
清仓
IP
INTERNATIONAL PAPER CO
-$360.0K
0
-100%
清仓
HTH
HILLTOP HOLDINGS INC
-$346.0K
0
-100%
增持
KO
COCA COLA CO
+$343.0K
25,746
+38%
清仓
AXP
AMERICAN EXPRESS CO
-$337.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$337.0K
694
清仓
—
BROADCOM INC
-$331.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$326.0K
0
-100%
减持
XSOE
WISDOMTREE TR
-$325.0K
60,624
-1%
清仓
BA
BOEING CO
-$325.0K
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$324.0K
201,807
+3%
增持
FNDA
SCHWAB STRATEGIC TR
-$292.0K
717,618
+2%
增持
AAPL
APPLE INC
+$290.0K
49,590
+1%
清仓
NEM
NEWMONT CORP
-$254.0K
0
-100%
清仓
—
AVANGRID INC
-$253.0K
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$249.0K
6,754
清仓
—
MEDTRONIC PLC
-$248.0K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$247.0K
0
-100%
建仓
LPX
LOUISIANA PAC CORP
+$245.0K
4,000
建仓
VTRS
VIATRIS INC
+$244.0K
18,014
建仓
EMLC
VANECK ETF TRUST
+$243.0K
8,094
清仓
BABA
ALIBABA GROUP HLDG LTD
-$240.0K
0
-100%
建仓
—
AVANGRID INC
+$239.0K
4,920
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$239.0K
1,554
建仓
—
INTERPUBLIC GROUP COS INC
+$236.0K
6,445
清仓
LEG
LEGGETT & PLATT INC
-$229.0K
0
-100%
建仓
QEFA
SPDR INDEX SHS FDS
+$225.0K
3,000
建仓
—
AMERICAN CAMPUS CMNTYS INC
+$224.0K
4,620
增持
JPM
JPMORGAN CHASE & CO
+$223.0K
8,741
+13%
建仓
EMB
ISHARES TR
+$218.0K
1,982
清仓
CMI
CUMMINS INC
-$214.0K
0
-100%
建仓
FTNT
FORTINET INC
+$204.0K
700
清仓
AMLP
ALPS ETF TR
-$200.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$199.0K
3,095
+66%
增持
BAC
BK OF AMERICA CORP
+$187.0K
15,285
+36%
减持
EEM
ISHARES TR
-$175.0K
26,428
-3%
减持
ACWI
ISHARES TR
-$163.0K
36,212
-3%
增持
NFLX
NETFLIX INC
+$146.0K
1,192
+8%
减持
VTV
VANGUARD INDEX FDS
-$134.0K
21,060
-3%
增持
PG
PROCTER AND GAMBLE CO
+$116.0K
9,012
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$108.0K
14,823
+1%
减持
GT
GOODYEAR TIRE & RUBR CO
-$93.0K
14,060
-30%
减持
PFE
PFIZER INC
+$87.0K
29,099
-2%
减持
LLY
LILLY ELI & CO
+$76.0K
5,203
-82%
减持
SPMD
SPDR SER TR
-$68.0K
5,063
-21%
增持
—
EXXON MOBIL CORP
-$67.0K
17,225
+1%
增持
ORCL
ORACLE CORP
+$64.0K
6,862
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$57.0K
577,470
+2%
增持
INTC
INTEL CORP
-$56.0K
20,218
+0%
增持
DGS
WISDOMTREE TR
-$53.0K
513,705
+2%
减持
GSIE
GOLDMAN SACHS ETF TR
-$50.0K
31,080
-2%
增持
V
VISA INC
-$34.0K
3,094
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$29.0K
16,252
+7%
减持
DIS
DISNEY WALT CO
-$28.0K
3,502
-1%
减持
STAG
STAG INDL INC
-$23.0K
8,410
-11%
增持
MMM
3M CO
-$23.0K
2,714
+8%
增持
NEE
NEXTERA ENERGY INC
+$23.0K
4,334
+0%
增持
RF
REGIONS FINANCIAL CORP NEW
+$23.0K
19,488
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$20.0K
496
-1%
增持
AFL
AFLAC INC
-$20.0K
16,577
+1%
减持
CCOR
LISTED FD TR
-$18.0K
19,995
-4%
增持
MRK
MERCK & CO INC
-$17.0K
6,298
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$16.0K
11,737
+0%
增持
PEP
PEPSICO INC
+$12.0K
4,903
+0%
减持
WFC
WELLS FARGO CO NEW
+$12.0K
15,979
-1%
增持
PSA
PUBLIC STORAGE
-$6.0K
2,797
+1%
增持
ABT
ABBOTT LABS
+$6.0K
2,600
+0%
减持
SPG
SIMON PPTY GROUP INC NEW
-$5.0K
1,842
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$0
7,139
+0%
