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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 98 项
建仓 13
增持 60
减持 20
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$7.1M
469,652
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$5.4M
128,533
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.8M
582,875
+1%
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
SCHK
SCHWAB STRATEGIC TR
+$3.5M
849,845
+0%
减持
—
BARCLAYS BANK PLC
+$2.3M
2,438,621
-3%
增持
FNDA
SCHWAB STRATEGIC TR
+$2.3M
721,689
+1%
增持
AAPL
APPLE INC
+$2.1M
51,242
+3%
减持
DRVN
DRIVEN BRANDS HLDGS INC
-$1.9M
21,371
-76%
建仓
NEAR
ISHARES U S ETF TR
+$1.6M
32,456
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$1.6M
124,048
+2%
增持
IXUS
ISHARES TR
+$1.3M
781,373
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$983.0K
518,284
+5%
建仓
QQQ
INVESCO QQQ TR
+$934.0K
2,347
增持
DGS
WISDOMTREE TR
+$932.0K
536,748
+4%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$916.0K
208,240
+3%
减持
XSOE
WISDOMTREE TR
-$886.0K
37,334
-38%
增持
HD
HOME DEPOT INC
+$827.0K
9,093
+1%
减持
MSFT
MICROSOFT CORP
+$806.0K
14,977
-0%
增持
IEFA
ISHARES TR
+$792.0K
457,545
+2%
增持
PFE
PFIZER INC
+$679.0K
32,709
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$669.0K
12,014
+2%
增持
AMZN
AMAZON COM INC
+$580.0K
632
+36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$498.0K
14,910
+3%
建仓
—
II-VI INC
+$489.0K
7,150
增持
VTV
VANGUARD INDEX FDS
+$464.0K
22,532
+7%
增持
LLY
LILLY ELI & CO
+$417.0K
5,860
+13%
建仓
DE
DEERE & CO
+$408.0K
1,189
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$392.0K
1,078
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$379.0K
7,505
建仓
F
FORD MTR CO DEL
+$330.0K
15,885
增持
CSCO
CISCO SYS INC
+$323.0K
26,300
+7%
减持
T
AT&T INC
-$313.0K
33,436
-20%
建仓
LEG
LEGGETT & PLATT INC
+$284.0K
6,890
增持
WMT
WALMART INC
+$263.0K
20,509
+6%
建仓
SHYG
ISHARES TR
+$258.0K
5,685
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$254.0K
5,200
建仓
LOW
LOWES COS INC
+$253.0K
979
清仓
KHC
KRAFT HEINZ CO
-$249.0K
0
-100%
清仓
VTRS
VIATRIS INC
-$244.0K
0
-100%
清仓
EMLC
VANECK ETF TRUST
-$243.0K
0
-100%
清仓
—
AVANGRID INC
-$239.0K
0
-100%
建仓
MCD
MCDONALDS CORP
+$236.0K
880
清仓
—
INTERPUBLIC GROUP COS INC
-$236.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$231.0K
9,115
+1%
建仓
MU
MICRON TECHNOLOGY INC
+$230.0K
2,472
增持
PSA
PUBLIC STORAGE
+$226.0K
2,822
+1%
增持
KO
COCA COLA CO
+$216.0K
26,471
+3%
增持
CVX
CHEVRON CORP NEW
+$209.0K
12,885
+0%
减持
ACWI
ISHARES TR
-$143.0K
32,847
-9%
增持
ABBV
ABBVIE INC
+$141.0K
4,919
+1%
增持
PEP
PEPSICO INC
+$130.0K
4,991
+2%
增持
VOO
VANGUARD INDEX FDS
+$130.0K
2,246
+4%
增持
GOOGL
ALPHABET INC
+$124.0K
434
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$121.0K
8,785
-6%
增持
UNP
UNION PAC CORP
+$115.0K
1,915
+2%
增持
AFL
AFLAC INC
+$110.0K
16,676
+1%
增持
—
PHYSICIANS RLTY TR
+$108.0K
20,330
+30%
减持
INTC
INTEL CORP
-$94.0K
19,088
-6%
增持
NEE
NEXTERA ENERGY INC
+$92.0K
4,623
+7%
减持
JNJ
JOHNSON & JOHNSON
+$86.0K
9,312
-0%
减持
GSIE
GOLDMAN SACHS ETF TR
-$83.0K
27,757
-11%
增持
SCHW
SCHWAB CHARLES CORP
+$81.0K
7,141
+0%
增持
NKE
NIKE INC
+$80.0K
3,728
+0%
增持
STAG
STAG INDL INC
+$78.0K
8,510
+1%
减持
AVGO
BROADCOM INC
+$75.0K
619
-11%
减持
JPM
JPMORGAN CHASE & CO
-$72.0K
8,583
-2%
增持
KMI
KINDER MORGAN INC DEL
+$69.0K
19,189
+37%
增持
VYM
VANGUARD WHITEHALL FDS
+$65.0K
4,272
+7%
增持
BAC
BK OF AMERICA CORP
+$63.0K
15,998
+5%
增持
META
META PLATFORMS INC
+$62.0K
1,914
+12%
增持
SPG
SIMON PPTY GROUP INC NEW
+$60.0K
1,872
+2%
增持
VTI
VANGUARD INDEX FDS
+$56.0K
2,692
+1%
增持
SHM
SPDR SER TR
+$55.0K
9,224
+14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$52.0K
14,898
+1%
增持
NFLX
NETFLIX INC
+$49.0K
1,290
+8%
减持
TFI
SPDR SER TR
-$48.0K
7,186
-12%
增持
—
AMERICAN CAMPUS CMNTYS INC
+$47.0K
4,730
+2%
增持
DIS
DISNEY WALT CO
-$47.0K
3,520
+1%
增持
MRK
MERCK & CO INC
+$46.0K
6,776
+8%
减持
WFC
WELLS FARGO CO NEW
-$40.0K
14,639
-8%
减持
ABT
ABBOTT LABS
+$35.0K
2,433
-6%
增持
EEM
ISHARES TR
-$34.0K
26,553
+0%
减持
GT
GOODYEAR TIRE & RUBR CO
+$29.0K
13,030
-7%
减持
GLOF
ISHARES TR
-$27.0K
20,292
-9%
减持
—
EXXON MOBIL CORP
-$25.0K
16,149
-6%
减持
V
VISA INC
-$22.0K
3,080
-0%
增持
SPMD
SPDR SER TR
+$19.0K
5,088
+0%
增持
GILD
GILEAD SCIENCES INC
+$17.0K
3,957
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$16.0K
8,453
-2%
增持
PTMC
PACER FDS TR
+$16.0K
10,962
+0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$12.0K
21,720
+3%
增持
RF
REGIONS FINANCIAL CORP NEW
+$11.0K
19,552
+0%
增持
TIP
ISHARES TR
+$10.0K
3,249
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$7.0K
16,767
+3%
增持
MMM
3M CO
+$6.0K
2,716
+0%
增持
EMB
ISHARES TR
+$5.0K
2,042
+3%
增持
ORCL
ORACLE CORP
+$1.0K
6,863
+0%
增持
IEMG
ISHARES INC
+$1.0K
4,657
+3%
