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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 101 项
建仓 21
增持 49
减持 23
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$67.7M
5,122
-99%
建仓
VLUE
ISHARES TR
+$59.8M
571,388
增持
—
BARCLAYS BANK PLC
+$4.1M
2,673,456
+10%
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
TFC
TRUIST FINL CORP
+$2.9M
50,283
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.2M
131,085
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$1.9M
599,936
+3%
清仓
NEAR
ISHARES U S ETF TR
-$1.6M
0
-100%
增持
IXUS
ISHARES TR
-$1.5M
810,486
+4%
增持
DGS
WISDOMTREE TR
+$1.2M
555,741
+4%
增持
HD
HOME DEPOT INC
-$1.0M
9,203
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$950.0K
15,323
+3%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$870.0K
125,422
+1%
增持
IEFA
ISHARES TR
-$861.0K
478,925
+5%
增持
SCHK
SCHWAB STRATEGIC TR
-$796.0K
881,001
+4%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$791.0K
218,782
+5%
增持
VOO
VANGUARD INDEX FDS
+$766.0K
4,209
+87%
清仓
DRVN
DRIVEN BRANDS HLDGS INC
-$718.0K
0
-100%
建仓
MAA
MID-AMER APT CMNTYS INC
+$697.0K
3,326
建仓
ALL
ALLSTATE CORP
+$639.0K
4,610
增持
—
EXXON MOBIL CORP
+$623.0K
19,500
+21%
减持
CVX
CHEVRON CORP NEW
+$475.0K
12,205
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$433.0K
546,299
+5%
清仓
TIP
ISHARES TR
-$420.0K
0
-100%
建仓
STIP
ISHARES TR
+$415.0K
3,950
增持
FNDA
SCHWAB STRATEGIC TR
-$410.0K
743,049
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$399.0K
18,191
+22%
建仓
AXP
AMERICAN EXPRESS CO
+$382.0K
2,043
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$379.0K
0
-100%
建仓
EFA
ISHARES TR
+$359.0K
4,879
建仓
NEM
NEWMONT CORP
+$358.0K
4,510
建仓
KHC
KRAFT HEINZ CO
+$347.0K
8,821
建仓
QCOM
QUALCOMM INC
+$346.0K
2,266
减持
ACWI
ISHARES TR
-$324.0K
31,582
-4%
减持
SCHW
SCHWAB CHARLES CORP
-$320.0K
3,329
-53%
增持
QQQ
INVESCO QQQ TR
+$318.0K
3,453
+47%
建仓
AMLP
ALPS ETF TR
+$301.0K
7,850
增持
NFLX
NETFLIX INC
-$293.0K
1,292
+0%
减持
VTV
VANGUARD INDEX FDS
-$285.0K
20,505
-9%
建仓
—
PROSHARES TR
+$282.0K
20,000
建仓
VTIP
VANGUARD MALVERN FDS
+$275.0K
5,375
建仓
MDLZ
MONDELEZ INTL INC
+$265.0K
4,216
清仓
LOW
LOWES COS INC
-$253.0K
0
-100%
减持
META
META PLATFORMS INC
-$250.0K
1,773
-7%
建仓
DOW
DOW INC
+$243.0K
3,818
建仓
MPC
MARATHON PETE CORP
+$240.0K
2,805
减持
XSOE
WISDOMTREE TR
-$231.0K
35,046
-6%
清仓
MU
MICRON TECHNOLOGY INC
-$230.0K
0
-100%
建仓
EMLC
VANECK ETF TRUST
+$225.0K
8,353
清仓
PYPL
PAYPAL HLDGS INC
-$216.0K
0
-100%
增持
SPMD
SPDR SER TR
+$216.0K
9,949
+96%
清仓
BIIB
BIOGEN INC
-$213.0K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$208.0K
764
减持
WFC
WELLS FARGO CO NEW
-$201.0K
10,339
-29%
建仓
—
PROSHARES TR
+$200.0K
10,700
增持
WMT
WALMART INC
+$175.0K
21,100
+3%
建仓
VTRS
VIATRIS INC
+$173.0K
15,901
增持
EW
EDWARDS LIFESCIENCES CORP
+$172.0K
11,715
+26%
增持
BAC
BK OF AMERICA CORP
+$169.0K
21,381
+34%
增持
SPY
SPDR S&P 500 ETF TR
+$165.0K
12,999
+8%
建仓
CRT
CROSS TIMBERS RTY TR
+$147.0K
11,190
减持
NKE
NIKE INC
-$146.0K
3,528
-5%
增持
CSCO
CISCO SYS INC
-$141.0K
27,373
+4%
增持
PFE
PFIZER INC
-$138.0K
34,632
+6%
减持
PG
PROCTER AND GAMBLE CO
-$128.0K
8,918
-2%
减持
GSIE
GOLDMAN SACHS ETF TR
-$125.0K
26,082
-6%
增持
AFL
AFLAC INC
+$107.0K
16,786
+1%
增持
GLD
SPDR GOLD TR
+$105.0K
3,509
+13%
减持
ABT
ABBOTT LABS
-$96.0K
2,076
-15%
增持
JPM
JPMORGAN CHASE & CO
+$87.0K
10,605
+24%
减持
DIS
DISNEY WALT CO
-$80.0K
3,387
-4%
减持
DE
DEERE & CO
+$79.0K
1,173
-1%
增持
MMM
3M CO
-$77.0K
2,718
+0%
减持
KO
COCA COLA CO
+$72.0K
26,438
-0%
减持
RF
REGIONS FINANCIAL CORP NEW
-$71.0K
15,953
-18%
减持
GLOF
ISHARES TR
-$66.0K
19,746
-3%
增持
KMI
KINDER MORGAN INC DEL
+$66.0K
19,559
+2%
减持
CRM
SALESFORCE COM INC
-$61.0K
1,354
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$60.0K
2,017
+30%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$58.0K
8,586
-2%
增持
F
FORD MTR CO DEL
-$55.0K
16,263
+2%
减持
ABBV
ABBVIE INC
-$53.0K
3,779
-23%
增持
EEM
ISHARES TR
-$48.0K
27,673
+4%
减持
JNJ
JOHNSON & JOHNSON
+$48.0K
9,261
-1%
增持
MSFT
MICROSOFT CORP
+$47.0K
16,490
+10%
增持
GOOGL
ALPHABET INC
-$47.0K
435
+0%
增持
MRK
MERCK & CO INC
+$45.0K
6,868
+1%
减持
VTI
VANGUARD INDEX FDS
-$41.0K
2,676
-1%
增持
NEE
NEXTERA ENERGY INC
-$40.0K
4,627
+0%
增持
ORCL
ORACLE CORP
-$31.0K
6,864
+0%
增持
SPGI
S&P GLOBAL INC
-$31.0K
1,220
+8%
增持
PEP
PEPSICO INC
-$31.0K
4,997
+0%
增持
T
AT&T INC
-$29.0K
33,589
+0%
减持
IEMG
ISHARES INC
-$29.0K
4,506
-3%
增持
EMB
ISHARES TR
-$22.0K
2,060
+1%
增持
AAPL
APPLE INC
-$21.0K
51,992
+1%
增持
AMZN
AMAZON COM INC
-$18.0K
641
+1%
增持
V
VISA INC
+$17.0K
3,082
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$17.0K
16,769
+0%
增持
MCD
MCDONALDS CORP
-$13.0K
900
+2%
增持
INTC
INTEL CORP
-$10.0K
19,629
+3%
增持
GT
GOODYEAR TIRE & RUBR CO
-$4.0K
19,190
+47%
