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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 141 项
建仓 17
增持 79
减持 31
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
EWX
SPDR INDEX SHS FDS
+$26.1M
534,068
清仓
DGS
WISDOMTREE TR
-$23.4M
0
-100%
建仓
IOO
ISHARES TR
+$22.5M
351,053
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
VT
VANGUARD INTL EQUITY INDEX F
-$16.4M
380,651
-39%
增持
ISCF
ISHARES TR
+$14.0M
1,097,025
+52%
增持
VLUE
ISHARES TR
+$6.9M
92,912
+396%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$6.5M
135,842
+2%
增持
FNDA
SCHWAB STRATEGIC TR
+$6.4M
1,209,936
+3%
增持
IEFA
ISHARES TR
+$6.3M
513,250
+7%
增持
SCHK
SCHWAB STRATEGIC TR
+$4.3M
969,320
+6%
增持
CAPE
DOUBLELINE ETF TRUST
+$3.6M
2,257,880
+3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.2M
183,069
+20%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
69,965
+66%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.7M
36,586
+63%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
573,932
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
89,420
+223%
建仓
QQQE
DIREXION SHS ETF TR
+$1.3M
20,114
增持
CGV
TWO RDS SHARED TR
+$1.2M
1,001,020
+3%
增持
EFA
ISHARES TR
+$1.2M
45,359
+40%
增持
VTV
VANGUARD INDEX FDS
+$737.7K
23,094
+14%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$653.0K
36,420
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$614.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$606.3K
10,163
-21%
增持
MSFT
MICROSOFT CORP
+$605.2K
18,423
+13%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$515.6K
23,914
增持
CVX
CHEVRON CORP NEW
+$455.1K
12,447
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$452.2K
13,959
+2%
增持
HD
HOME DEPOT INC
+$421.2K
9,027
+2%
建仓
VNQ
VANGUARD INDEX FDS
+$412.5K
5,001
减持
—
EXXON MOBIL CORP
+$408.0K
17,915
-0%
清仓
SHM
SPDR SER TR
-$377.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$363.8K
5,393
+16%
建仓
MS
MORGAN STANLEY
+$360.0K
4,234
清仓
—
PHYSICIANS RLTY TR
-$355.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$349.6K
10,668
+3%
清仓
—
PROSHARES TR
-$346.0K
0
-100%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$341.0K
14,125
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$333.8K
15,710
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$329.5K
1,617
+55%
增持
AAPL
APPLE INC
-$321.7K
57,126
+2%
清仓
TFI
SPDR SER TR
-$316.0K
0
-100%
增持
EEM
ISHARES TR
+$314.6K
23,684
+42%
增持
PG
PROCTER AND GAMBLE CO
+$305.6K
10,396
+3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$302.3K
880
增持
PFE
PFIZER INC
+$276.6K
34,984
+1%
增持
AFL
AFLAC INC
+$274.4K
17,103
+1%
增持
KO
COCA COLA CO
+$269.6K
28,055
+4%
减持
LLY
LILLY ELI & CO
+$255.7K
6,054
-0%
建仓
MCD
MCDONALDS CORP
+$255.4K
969
增持
ABBV
ABBVIE INC
+$254.2K
6,245
+11%
清仓
—
PROSHARES TR
-$253.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$244.0K
0
-100%
增持
GOOG
ALPHABET INC
+$237.3K
8,422
+59%
建仓
MO
ALTRIA GROUP INC
+$236.9K
5,182
清仓
EMLC
VANECK ETF TRUST
-$228.0K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$223.7K
111
减持
WMT
WALMART INC
+$212.0K
18,527
-0%
建仓
HUM
HUMANA INC
+$211.0K
412
建仓
—
TOTALENERGIES SE
+$210.5K
3,390
建仓
CMI
CUMMINS INC
+$204.0K
842
清仓
CRM
SALESFORCE INC
-$201.0K
0
-100%
清仓
XSOE
WISDOMTREE TR
-$201.0K
0
-100%
增持
MRK
MERCK & CO INC
+$199.9K
7,272
+3%
增持
CSCO
CISCO SYS INC
+$195.5K
24,527
+1%
增持
NFLX
NETFLIX INC
+$187.2K
1,554
+35%
清仓
—
ALPINE SUMMIT ENRGY PRTNRS I
-$179.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$165.1K
8,184
-2%
增持
V
VISA INC
+$159.7K
3,320
+11%
清仓
VTRS
VIATRIS INC
-$157.0K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$154.8K
793
+43%
增持
ORCL
ORACLE CORP
+$148.7K
6,444
+4%
增持
JNJ
JOHNSON & JOHNSON
+$144.5K
9,372
+1%
增持
NKE
NIKE INC
+$142.6K
3,723
+6%
建仓
LOAN
MANHATTAN BRDG CAP INC
+$126.4K
126,429
减持
PSX
PHILLIPS 66
+$124.4K
5,490
-1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$121.4K
75,170
-0%
增持
DIS
DISNEY WALT CO
+$107.7K
3,933
+58%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$103.6K
7,160
-25%
减持
IXUS
ISHARES TR
-$101.1K
404,300
-12%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$96.0K
2,929
+16%
增持
SPG
SIMON PPTY GROUP INC NEW
+$83.7K
2,832
+2%
增持
CRT
CROSS TIMBERS RTY TR
+$81.9K
12,146
+2%
增持
AVGO
BROADCOM INC
+$79.5K
634
+2%
减持
—
PACIFIC PREMIER BANCORP
-$75.5K
11,611
-19%
增持
CL
COLGATE PALMOLIVE CO
+$75.2K
8,621
+0%
增持
KHC
KRAFT HEINZ CO
+$75.1K
9,311
+2%
增持
WFC
WELLS FARGO CO NEW
+$73.6K
8,854
+22%
增持
LMT
LOCKHEED MARTIN CORP
+$73.4K
566
+8%
减持
T
AT&T INC
+$72.7K
36,812
-7%
增持
SPMD
SPDR SER TR
+$71.6K
10,602
+8%
减持
PEP
PEPSICO INC
+$71.4K
4,176
-0%
增持
ALL
ALLSTATE CORP
+$70.3K
4,759
+3%
增持
MDLZ
MONDELEZ INTL INC
+$64.1K
4,443
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$63.0K
3,580
+10%
减持
BAC
BANK AMERICA CORP
+$62.1K
21,560
-0%
减持
GLD
SPDR GOLD TR
+$60.0K
6,060
-3%
增持
COP
CONOCOPHILLIPS
+$55.6K
3,513
+0%
增持
ABT
ABBOTT LABS
+$54.2K
2,333
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$53.7K
1,094
+1%
增持
QUAL
ISHARES TR
+$52.9K
4,097
+3%
增持
BDX
BECTON DICKINSON & CO
+$49.5K
1,571
+0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$49.3K
37,755
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$47.7K
1,080
+0%
增持
GOOGL
ALPHABET INC
-$42.8K
9,671
+3%
增持
—
AMCOR PLC
+$41.9K
33,240
+1%
增持
—
UNILEVER PLC
+$41.8K
5,240
+3%
增持
NEM
NEWMONT CORP
+$41.1K
5,490
+6%
增持
STAG
STAG INDL INC
+$40.3K
9,110
+2%
减持
MPC
MARATHON PETE CORP
+$39.0K
2,732
-3%
建仓
—
NEW GOLD INC CDA
+$38.2K
39,000
减持
DE
DEERE & CO
+$35.9K
851
-14%
增持
KMI
KINDER MORGAN INC DEL
+$35.3K
14,454
+6%
增持
VTI
VANGUARD INDEX FDS
+$34.3K
2,690
+0%
清仓
—
SONDER HOLDINGS INC
-$34.0K
0
-100%
增持
PSA
PUBLIC STORAGE
-$31.7K
2,849
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$29.0K
2,554
+2%
增持
AXP
AMERICAN EXPRESS CO
+$27.9K
2,064
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$26.0K
11,400
+11%
增持
AMLP
ALPS ETF TR
+$23.8K
8,060
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$22.6K
18,494
+1%
减持
STIP
ISHARES TR
-$21.2K
3,700
-6%
减持
SPGI
S&P GLOBAL INC
+$19.6K
1,172
-4%
减持
DGRW
WISDOMTREE TR
+$19.3K
801,049
-11%
减持
—
HANESBRANDS INC
-$18.3K
25,266
-2%
减持
MMM
3M CO
+$18.2K
2,628
-2%
减持
UNP
UNION PAC CORP
+$18.2K
1,894
-1%
增持
TFC
TRUIST FINL CORP
-$13.9K
49,038
+1%
减持
USO
UNITED STS OIL FD LP
+$13.4K
4,157
-2%
增持
BIIB
BIOGEN INC
+$10.3K
893
+1%
减持
INTC
INTEL CORP
+$8.1K
19,148
-1%
增持
PTMC
PACER FDS TR
-$8.1K
11,052
+1%
减持
FHN
FIRST HORIZON CORPORATION
-$7.3K
36,722
-7%
增持
MAA
MID-AMER APT CMNTYS INC
+$7.1K
3,332
+0%
增持
QCOM
QUALCOMM INC
+$6.7K
2,217
+6%
增持
BAX
BAXTER INTL INC
-$6.7K
4,400
+3%
减持
NEE
NEXTERA ENERGY INC
+$3.8K
4,507
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$2.7K
18,674
-3%
增持
QQQ
INVESCO QQQ TR
-$2.3K
2,973
+0%
增持
—
OXFORD LANE CAP CORP
+$1.6K
14,127
+4%
减持
MOAT
VANECK ETF TRUST
+$856
4,712
-7%
增持
LEG
LEGGETT & PLATT INC
+$489
7,865
+3%
