小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 132 项
建仓 25
增持 65
减持 29
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
BARCLAYS BANK PLC
-$59.6M
0
-100%
减持
VLUE
ISHARES TR
-$58.6M
13,033
-98%
建仓
DGRW
WISDOMTREE TR
+$51.3M
894,745
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
VSS
VANGUARD INTL EQUITY INDEX F
-$26.7M
3,558
-98%
建仓
ISCF
ISHARES TR
+$22.2M
770,719
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$21.3M
10,293
-92%
增持
FNDA
SCHWAB STRATEGIC TR
+$11.6M
1,133,136
+52%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$10.1M
131,017
-0%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$10.0M
594,482
-1%
减持
IXUS
ISHARES TR
-$7.9M
808,097
-0%
减持
SCHK
SCHWAB STRATEGIC TR
-$6.8M
878,574
-0%
增持
IEFA
ISHARES TR
-$4.6M
486,727
+2%
增持
DGS
WISDOMTREE TR
-$4.3M
566,336
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.7M
540,477
-1%
增持
AAPL
APPLE INC
-$1.4M
56,074
+8%
增持
GLD
SPDR GOLD TR
+$1.3M
11,701
+233%
建仓
IOO
ISHARES TR
+$1.2M
18,338
建仓
VXUS
VANGUARD STAR FDS
+$1.1M
22,196
减持
XSOE
WISDOMTREE TR
-$910.0K
8,180
-77%
建仓
FHN
FIRST HORIZON CORPORATION
+$874.0K
39,978
增持
MSFT
MICROSOFT CORP
-$817.0K
16,613
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$723.0K
13,646
+5%
减持
ACWI
ISHARES TR
-$698.0K
29,236
-7%
增持
AMZN
AMAZON COM INC
-$696.0K
13,127
+1948%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$679.0K
17,322
+13%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$588.0K
1,082
减持
WMT
WALMART INC
-$582.0K
21,060
-0%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$560.0K
24,171
增持
CCOR
LISTED FD TR
+$497.0K
35,995
+80%
建仓
PSX
PHILLIPS 66
+$471.0K
5,740
增持
TFC
TRUIST FINL CORP
-$443.0K
50,763
+1%
减持
QQQ
INVESCO QQQ TR
-$423.0K
2,958
-14%
建仓
—
PACIFIC PREMIER BANCORP
+$417.0K
14,263
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$416.0K
3,101
清仓
META
META PLATFORMS INC
-$394.0K
0
-100%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$372.0K
10,042
增持
CSCO
CISCO SYS INC
-$351.0K
27,552
+1%
增持
SPMD
SPDR SER TR
+$344.0K
20,473
+106%
建仓
USO
UNITED STS OIL FD LP
+$342.0K
4,257
减持
VTV
VANGUARD INDEX FDS
-$335.0K
20,436
-0%
建仓
—
AMCOR PLC
+$335.0K
26,935
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$327.0K
0
-100%
建仓
MOAT
VANECK ETF TRUST
+$321.0K
5,034
建仓
COP
CONOCOPHILLIPS
+$315.0K
3,510
增持
LLY
LILLY ELI & CO
+$286.0K
6,058
+3%
减持
JPM
JPMORGAN CHASE & CO
-$281.0K
10,345
-2%
清仓
ELV
ANTHEM INC
-$272.0K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$269.0K
2,511
增持
EFA
ISHARES TR
+$263.0K
9,958
+104%
增持
EW
EDWARDS LIFESCIENCES CORP
-$263.0K
11,738
+0%
增持
ABBV
ABBVIE INC
+$262.0K
5,714
+51%
建仓
CAPE
DOUBLELINE ETF TRUST
+$260.0K
12,487
增持
NFLX
NETFLIX INC
-$257.0K
1,300
+1%
清仓
IEMG
ISHARES INC
-$250.0K
0
-100%
减持
HD
HOME DEPOT INC
-$250.0K
9,135
-1%
清仓
DOW
DOW INC
-$243.0K
0
-100%
清仓
FTNT
FORTINET INC
-$239.0K
0
-100%
建仓
—
UNILEVER PLC
+$238.0K
5,185
增持
INTC
INTEL CORP
-$237.0K
19,671
+0%
建仓
VHT
VANGUARD WORLD FDS
+$236.0K
1,000
清仓
DFAC
DIMENSIONAL ETF TRUST
-$233.0K
0
-100%
减持
QUAL
ISHARES TR
-$226.0K
4,149
-19%
建仓
LMT
LOCKHEED MARTIN CORP
+$225.0K
524
清仓
LNC
LINCOLN NATL CORP IND
-$222.0K
0
-100%
清仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$220.0K
0
-100%
减持
EEM
ISHARES TR
-$219.0K
25,678
-7%
清仓
QEFA
SPDR INDEX SHS FDS
-$217.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$217.0K
7,257
-30%
增持
PSA
PUBLIC STORAGE
-$215.0K
2,833
+0%
建仓
SYY
SYSCO CORP
+$208.0K
2,458
增持
BAC
BK OF AMERICA CORP
-$208.0K
21,609
+1%
清仓
NVDA
NVIDIA CORPORATION
-$208.0K
0
-100%
清仓
EMB
ISHARES TR
-$201.0K
0
-100%
建仓
AMGN
AMGEN INC
+$201.0K
827
增持
CVX
CHEVRON CORP NEW
-$190.0K
12,410
+2%
减持
DE
DEERE & CO
-$187.0K
1,003
-14%
建仓
—
HANESBRANDS INC
+$175.0K
16,988
增持
GOOG
ALPHABET INC
-$164.0K
284
+1%
减持
DIS
DISNEY WALT CO
-$158.0K
3,253
-4%
增持
GOOGL
ALPHABET INC
-$151.0K
486
+12%
增持
AFL
AFLAC INC
-$146.0K
16,899
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$140.0K
19,581
+17%
减持
GSIE
GOLDMAN SACHS ETF TR
-$140.0K
25,727
-1%
减持
KMI
KINDER MORGAN INC DEL
-$138.0K
13,859
-29%
增持
VOO
VANGUARD INDEX FDS
-$129.0K
4,664
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$124.0K
8,781
+2%
增持
MAA
MID-AMER APT CMNTYS INC
-$116.0K
3,328
+0%
增持
NKE
NIKE INC
-$113.0K
3,537
+0%
增持
UNP
UNION PAC CORP
-$113.0K
1,921
+0%
增持
VTI
VANGUARD INDEX FDS
-$104.0K
2,677
+0%
减持
NEM
NEWMONT CORP
-$96.0K
4,385
-3%
增持
JNJ
JOHNSON & JOHNSON
+$89.0K
9,744
+5%
增持
ORCL
ORACLE CORP
-$88.0K
6,866
+0%
增持
AVGO
BROADCOM INC
-$87.0K
624
+1%
增持
F
FORD MTR CO DEL
-$87.0K
16,925
+4%
增持
SPGI
S&P GLOBAL INC
-$86.0K
1,227
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$82.0K
18,315
+1%
增持
PG
PROCTER AND GAMBLE CO
-$80.0K
8,923
+0%
建仓
—
OXFORD LANE CAP CORP
+$74.0K
13,051
减持
BDX
BECTON DICKINSON & CO
-$71.0K
1,570
-9%
增持
SCHW
SCHWAB CHARLES CORP
-$69.0K
3,353
+1%
增持
V
VISA INC
-$68.0K
3,127
+1%
增持
MRK
MERCK & CO INC
+$65.0K
6,895
+0%
增持
—
PHYSICIANS RLTY TR
+$65.0K
24,200
+19%
增持
CRM
SALESFORCE INC
-$62.0K
1,370
+1%
增持
GILD
GILEAD SCIENCES INC
+$56.0K
4,713
+19%
减持
RF
REGIONS FINANCIAL CORP NEW
-$56.0K
15,952
-0%
增持
KO
COCA COLA CO
+$55.0K
26,934
+2%
增持
BAX
BAXTER INTL INC
-$55.0K
4,281
+0%
增持
ALL
ALLSTATE CORP
-$54.0K
4,620
+0%
增持
MMM
3M CO
-$53.0K
2,721
+0%
增持
T
AT&T INC
+$53.0K
40,395
+20%
减持
—
EXXON MOBIL CORP
+$50.0K
19,399
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$49.0K
25,755
+19%
建仓
RCAT
RED CAT HLDGS INC
+$43.0K
20,888
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$42.0K
1,079
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$40.0K
1,052
+7%
增持
SHYG
ISHARES TR
+$36.0K
7,050
+24%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$29.0K
492
-1%
增持
LEG
LEGGETT & PLATT INC
+$29.0K
7,790
+13%
增持
AMLP
ALPS ETF TR
-$28.0K
7,920
+1%
增持
VTRS
VIATRIS INC
+$27.0K
19,100
+20%
增持
EMLC
VANECK ETF TRUST
+$25.0K
10,201
+22%
增持
CRT
CROSS TIMBERS RTY TR
+$25.0K
11,448
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$23.0K
2,832
+51%
减持
PFE
PFIZER INC
+$22.0K
34,611
-0%
增持
ABT
ABBOTT LABS
-$20.0K
2,084
+0%
增持
NEE
NEXTERA ENERGY INC
-$18.0K
4,832
+4%
增持
KHC
KRAFT HEINZ CO
+$7.0K
9,271
+5%
减持
MCD
MCDONALDS CORP
-$7.0K
874
-3%
增持
MDLZ
MONDELEZ INTL INC
-$2.0K
4,232
+0%
增持
PEP
PEPSICO INC
-$1.0K
5,011
+0%
