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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 125 项
建仓 11
增持 41
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
CAPE
DOUBLELINE ETF TRUST
+$43.6M
2,190,636
+17443%
减持
IXUS
ISHARES TR
-$22.6M
461,542
-43%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$16.8M
153,055
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
CGV
TWO RDS SHARED TR
+$12.1M
975,447
减持
IEFA
ISHARES TR
-$3.3M
481,578
-1%
减持
ISCF
ISHARES TR
-$3.3M
723,168
-6%
增持
DGRW
WISDOMTREE TR
-$2.9M
896,528
+0%
增持
DGS
WISDOMTREE TR
-$1.9M
586,445
+4%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.7M
22,449
+531%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.7M
570,605
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$1.6M
623,477
+5%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$1.2M
2,523
-75%
增持
EFA
ISHARES TR
+$1.2M
32,513
+227%
增持
FNDA
SCHWAB STRATEGIC TR
-$1.2M
1,177,940
+4%
清仓
IOO
ISHARES TR
-$1.2M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.0M
6,260
-47%
增持
VXUS
VANGUARD STAR FDS
+$783.0K
42,153
+90%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$614.0K
27,810
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$500.0K
133,630
+2%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$498.0K
75,214
增持
SCHK
SCHWAB STRATEGIC TR
-$494.0K
911,270
+4%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$483.0K
37,769
减持
MSFT
MICROSOFT CORP
-$454.0K
16,371
-1%
减持
EEM
ISHARES TR
-$447.0K
16,704
-35%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$435.0K
9,580
减持
SPMD
SPDR SER TR
-$434.0K
9,824
-52%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$416.0K
0
-100%
清仓
—
II-VI INC
-$364.0K
0
-100%
增持
VLUE
ISHARES TR
+$353.0K
18,724
+44%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$314.0K
10,285
-60%
清仓
—
AMERICAN CAMPUS CMNTYS INC
-$305.0K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$299.0K
0
-100%
增持
PFE
PFIZER INC
-$299.0K
34,655
+0%
清仓
SHYG
ISHARES TR
-$286.0K
0
-100%
减持
TFC
TRUIST FINL CORP
-$284.0K
48,785
-4%
清仓
VTIP
VANGUARD MALVERN FDS
-$269.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$262.0K
13,680
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$261.0K
19,298
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$252.0K
8,314
-5%
建仓
ELV
ELEVANCE HEALTH INC
+$252.0K
554
建仓
COHR
COHERENT CORP
+$249.0K
7,150
减持
T
AT&T INC
-$242.0K
39,460
-2%
减持
INTC
INTEL CORP
-$238.0K
19,325
-2%
建仓
BIIB
BIOGEN INC
+$237.0K
887
减持
ACWI
ISHARES TR
-$224.0K
28,636
-2%
减持
JNJ
JOHNSON & JOHNSON
-$219.0K
9,250
-5%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$216.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$216.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$210.0K
16,923
-2%
清仓
SYY
SYSCO CORP
-$208.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$203.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$202.0K
24,314
-12%
清仓
AMGN
AMGEN INC
-$201.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$191.0K
20,276
-1%
清仓
F
FORD MTR CO DEL
-$188.0K
0
-100%
增持
KO
COCA COLA CO
-$179.0K
27,042
+0%
建仓
—
ALPINE SUMMIT ENRGY PRTNRS I
+$179.0K
35,000
增持
GOOGL
ALPHABET INC
-$164.0K
9,365
+1827%
减持
PEP
PEPSICO INC
-$152.0K
4,184
-17%
减持
WMT
WALMART INC
-$145.0K
18,617
-12%
减持
GSIE
GOLDMAN SACHS ETF TR
-$144.0K
23,039
-10%
减持
ABBV
ABBVIE INC
-$120.0K
5,625
-2%
增持
GOOG
ALPHABET INC
-$111.0K
5,306
+1768%
减持
ORCL
ORACLE CORP
-$102.0K
6,195
-10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$102.0K
18,401
+0%
减持
—
EXXON MOBIL CORP
-$93.0K
17,959
-7%
减持
VOO
VANGUARD INDEX FDS
-$87.0K
4,663
-0%
减持
V
VISA INC
-$86.0K
2,981
-5%
增持
JPM
JPMORGAN CHASE & CO
-$84.0K
10,348
+0%
减持
AAPL
APPLE INC
+$78.0K
56,032
-0%
减持
GLOF
ISHARES TR
-$75.0K
18,441
-7%
减持
HD
HOME DEPOT INC
-$75.0K
8,808
-4%
减持
DIS
DISNEY WALT CO
-$73.0K
2,486
-24%
减持
NKE
NIKE INC
-$69.0K
3,526
-0%
减持
—
PHYSICIANS RLTY TR
-$67.0K
23,615
-2%
减持
AMZN
AMAZON COM INC
+$66.0K
12,917
-2%
增持
MAA
MID-AMER APT CMNTYS INC
-$65.0K
3,330
+0%
减持
SHM
SPDR SER TR
-$59.0K
8,182
-11%
增持
PSA
PUBLIC STORAGE
-$56.0K
2,834
+0%
减持
MMM
3M CO
-$55.0K
2,689
-1%
增持
CRT
CROSS TIMBERS RTY TR
+$55.0K
11,875
+4%
减持
QCOM
QUALCOMM INC
-$52.0K
2,096
-8%
减持
CCOR
LISTED FD TR
-$50.0K
35,490
-1%
减持
KHC
KRAFT HEINZ CO
-$50.0K
9,101
-2%
减持
QUAL
ISHARES TR
-$50.0K
3,979
-4%
减持
GILD
GILEAD SCIENCES INC
-$47.0K
3,952
-16%
增持
COP
CONOCOPHILLIPS
+$44.0K
3,512
+0%
减持
NFLX
NETFLIX INC
+$44.0K
1,149
-12%
增持
NEM
NEWMONT CORP
-$44.0K
5,190
+18%
减持
VTRS
VIATRIS INC
-$43.0K
18,427
-4%
减持
SPGI
S&P GLOBAL INC
-$41.0K
1,220
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$39.0K
1,083
+0%
增持
QQQ
INVESCO QQQ TR
-$35.0K
2,971
+0%
建仓
—
SONDER HOLDINGS INC
+$34.0K
20,285
增持
XSOE
WISDOMTREE TR
-$34.0K
8,181
+0%
减持
FHN
FIRST HORIZON CORPORATION
+$33.0K
39,624
-1%
减持
DE
DEERE & CO
+$29.0K
986
-2%
减持
AVGO
BROADCOM INC
-$28.0K
620
-1%
增持
—
PACIFIC PREMIER BANCORP
+$25.0K
14,288
+0%
增持
CRM
SALESFORCE INC
-$25.0K
1,400
+2%
减持
PSX
PHILLIPS 66
-$24.0K
5,538
-4%
增持
ABT
ABBOTT LABS
-$24.0K
2,087
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$23.0K
3,264
-3%
减持
EMLC
VANECK ETF TRUST
-$22.0K
10,005
-2%
增持
MRK
MERCK & CO INC
-$22.0K
7,048
+2%
增持
AFL
AFLAC INC
+$21.0K
17,009
+1%
减持
BAC
BK OF AMERICA CORP
-$21.0K
21,599
-0%
减持
SPG
SIMON PPTY GROUP INC NEW
-$20.0K
2,777
-2%
增持
—
AMCOR PLC
+$19.0K
33,010
+23%
减持
CVX
CHEVRON CORP NEW
-$18.0K
12,385
-0%
减持
—
UNILEVER PLC
-$16.0K
5,070
-2%
减持
LEG
LEGGETT & PLATT INC
-$16.0K
7,630
-2%
增持
MOAT
VANECK ETF TRUST
-$16.0K
5,080
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.0K
1,045
-1%
增持
PG
PROCTER AND GAMBLE CO
-$13.0K
10,063
+13%
减持
GT
GOODYEAR TIRE & RUBR CO
-$12.0K
19,185
-0%
减持
AMLP
ALPS ETF TR
+$10.0K
7,750
-2%
增持
STAG
STAG INDL INC
-$9.0K
8,950
+5%
增持
WFC
WELLS FARGO CO NEW
+$8.0K
7,261
+0%
增持
AXP
AMERICAN EXPRESS CO
-$6.0K
2,051
+0%
减持
KMI
KINDER MORGAN INC DEL
-$6.0K
13,599
-2%
增持
—
HANESBRANDS INC
+$4.0K
25,757
+52%
增持
—
OXFORD LANE CAP CORP
-$4.0K
13,540
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
-$4.0K
27,700
+15%
减持
NEE
NEXTERA ENERGY INC
-$1.0K
4,761
-1%
