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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 125 项
建仓 18
增持 47
减持 55
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.9M
188,933
+3%
减持
CAPE
DOUBLELINE ETF TRUST
+$3.7M
2,254,571
-0%
增持
IOO
ISHARES TR
+$3.3M
368,161
+5%
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
ISCF
ISHARES TR
+$3.2M
1,161,378
+6%
增持
IEFA
ISHARES TR
+$2.8M
515,665
+0%
增持
SCHK
SCHWAB STRATEGIC TR
+$2.6M
970,976
+0%
增持
DGRW
WISDOMTREE TR
+$2.6M
816,849
+2%
增持
FNDA
SCHWAB STRATEGIC TR
+$2.6M
1,214,056
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.9M
135,452
-0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.8M
376,348
-1%
减持
AAPL
APPLE INC
+$1.8M
55,990
-2%
增持
IXUS
ISHARES TR
+$1.7M
405,622
+0%
增持
EWX
SPDR INDEX SHS FDS
+$1.4M
543,171
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
584,618
+2%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$1.1M
210,437
+180%
减持
MSFT
MICROSOFT CORP
+$853.4K
18,285
-1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$641.0K
68,429
+88%
建仓
SCI
SERVICE CORP INTL
+$580.3K
8,437
建仓
BX
BLACKSTONE INC
+$531.1K
6,046
增持
GLD
SPDR GOLD TR
+$522.2K
8,461
+40%
减持
VTV
VANGUARD INDEX FDS
-$500.6K
19,847
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$486.8K
14,228
+2%
增持
TFC
TRUIST FINL CORP
-$422.5K
49,488
+1%
清仓
VNQ
VANGUARD INDEX FDS
-$412.5K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$393.0K
1,559
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$364.3K
6,828
建仓
—
PHYSICIANS RLTY TR
+$353.3K
23,665
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$353.1K
14,573
-7%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$347.9K
56,935
+51%
建仓
EMLC
VANECK ETF TRUST
+$337.0K
13,347
清仓
SCHW
SCHWAB CHARLES CORP
-$298.0K
0
-100%
建仓
CRM
SALESFORCE INC
+$292.1K
1,462
建仓
BA
BOEING CO
+$289.8K
1,364
增持
PFE
PFIZER INC
-$285.1K
36,948
+6%
减持
ABBV
ABBVIE INC
-$284.8K
4,546
-27%
建仓
HTH
HILLTOP HOLDINGS INC
+$281.7K
9,496
清仓
DUK
DUKE ENERGY CORP NEW
-$263.0K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$260.8K
1,943
建仓
CAMX
ADVISORS INNER CIRCLE FD
+$256.6K
10,919
增持
FHN
FIRST HORIZON CORPORATION
-$245.9K
36,772
+0%
减持
JNJ
JOHNSON & JOHNSON
-$242.2K
9,118
-3%
建仓
MAR
MARRIOTT INTL INC NEW
+$239.8K
1,444
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$234.0K
0
-100%
建仓
FTNT
FORTINET INC
+$232.6K
3,500
清仓
BAX
BAXTER INTL INC
-$224.3K
0
-100%
减持
VXUS
VANGUARD STAR FDS
+$211.5K
69,373
-1%
建仓
COST
COSTCO WHSL CORP NEW
+$210.0K
423
建仓
QEFA
SPDR INDEX SHS FDS
+$208.0K
3,000
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$205.8K
36,316
-1%
建仓
AMGN
AMGEN INC
+$200.9K
831
增持
GOOGL
ALPHABET INC
+$164.4K
9,811
+1%
增持
GOOG
ALPHABET INC
+$161.9K
8,742
+4%
减持
QQQ
INVESCO QQQ TR
+$161.5K
2,970
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$159.1K
14,828
-21%
增持
HD
HOME DEPOT INC
-$156.4K
9,131
+1%
减持
LLY
LILLY ELI & CO
-$153.9K
6,001
-1%
增持
SPMD
SPDR SER TR
+$140.7K
13,457
+27%
减持
VOO
VANGUARD INDEX FDS
+$133.1K
5,392
-0%
增持
INTC
INTEL CORP
+$131.7K
19,523
+2%
增持
AFL
AFLAC INC
-$120.1K
17,208
+1%
减持
VLUE
ISHARES TR
+$111.3K
92,659
-0%
减持
CSCO
CISCO SYS INC
+$110.0K
24,457
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$109.2K
1,583
-2%
增持
CVX
CHEVRON CORP NEW
-$106.7K
13,039
+5%
增持
ALL
ALLSTATE CORP
-$106.6K
4,862
+2%
减持
WMT
WALMART INC
+$102.6K
18,512
-0%
减持
T
AT&T INC
-$101.0K
29,960
-19%
减持
BAC
BANK AMERICA CORP
-$99.9K
21,476
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$93.3K
8,084
-1%
增持
—
EXXON MOBIL CORP
+$85.0K
18,795
+5%
减持
KO
COCA COLA CO
-$82.0K
27,448
-2%
增持
ORCL
ORACLE CORP
+$78.0K
6,508
+1%
增持
CRT
CROSS TIMBERS RTY TR
-$77.9K
12,437
+2%
建仓
HL
HECLA MNG CO
+$76.0K
12,000
减持
RF
REGIONS FINANCIAL CORP NEW
-$73.1K
23,839
-0%
增持
MAA
MID-AMER APT CMNTYS INC
+$71.2K
3,935
+18%
增持
PSA
PUBLIC STORAGE
+$69.2K
2,871
+1%
增持
DIS
DISNEY WALT CO
+$68.6K
4,098
+4%
增持
COP
CONOCOPHILLIPS
-$65.8K
3,515
+0%
减持
JPM
JPMORGAN CHASE & CO
-$54.3K
10,561
-1%
减持
MRK
MERCK & CO INC
-$51.5K
7,100
-2%
减持
AMLP
ALPS ETF TR
-$51.4K
6,610
-18%
减持
V
VISA INC
+$51.4K
3,287
-1%
减持
NEE
NEXTERA ENERGY INC
-$49.5K
4,246
-6%
减持
MMM
3M CO
-$47.2K
2,549
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$43.5K
18,570
+0%
减持
QUAL
ISHARES TR
-$40.9K
3,434
-16%
增持
NKE
NIKE INC
+$40.8K
3,885
+4%
减持
AVGO
BROADCOM INC
+$39.4K
614
-3%
减持
WFC
WELLS FARGO CO NEW
-$38.4K
8,751
-1%
增持
VTI
VANGUARD INDEX FDS
+$34.8K
2,691
+0%
减持
QCOM
QUALCOMM INC
+$33.0K
2,169
-2%
减持
AXP
AMERICAN EXPRESS CO
+$31.2K
2,038
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$28.4K
1,095
+0%
增持
MCD
MCDONALDS CORP
+$28.2K
1,014
+5%
减持
—
AMCOR PLC
-$28.1K
32,315
-3%
减持
KMI
KINDER MORGAN INC DEL
-$27.5K
13,354
-8%
减持
SPG
SIMON PPTY GROUP INC NEW
-$24.6K
2,752
-3%
增持
MDLZ
MONDELEZ INTL INC
+$24.5K
4,599
+4%
减持
UNP
UNION PAC CORP
-$20.5K
1,847
-2%
减持
DE
DEERE & CO
-$19.7K
836
-2%
增持
MS
MORGAN STANLEY
+$19.1K
4,317
+2%
减持
MOAT
VANECK ETF TRUST
-$18.0K
3,899
-17%
增持
KHC
KRAFT HEINZ CO
+$15.4K
10,200
+10%
建仓
—
SONDER HOLDINGS INC
+$15.4K
20,285
减持
LEG
LEGGETT & PLATT INC
-$15.0K
7,480
-5%
减持
LOAN
MANHATTAN BRDG CAP INC
-$14.7K
111,686
-12%
增持
GS
GOLDMAN SACHS GROUP INC
-$13.6K
883
+0%
增持
PSX
PHILLIPS 66
-$13.4K
5,504
+0%
减持
EEM
ISHARES TR
+$12.5K
23,064
-3%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$12.1K
6,810
-5%
减持
BDX
BECTON DICKINSON & CO
-$11.9K
1,566
-0%
减持
PEP
PEPSICO INC
-$11.2K
4,077
-2%
减持
GT
GOODYEAR TIRE & RUBR CO
+$9.0K
18,485
-4%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$8.5K
2,872
-2%
减持
ACWI
ISHARES TR
+$7.5K
26,745
-7%
减持
—
UNILEVER PLC
-$6.3K
4,960
-5%
增持
ABT
ABBOTT LABS
-$5.6K
2,474
+6%
增持
—
OXFORD LANE CAP CORP
+$5.3K
14,706
+4%
减持
STAG
STAG INDL INC
+$2.6K
8,780
-4%
增持
MO
ALTRIA GROUP INC
-$2.2K
5,259
+1%
减持
CGV
TWO RDS SHARED TR
-$2.0K
996,673
-0%
减持
BIIB
BIOGEN INC
-$677
887
-1%
增持
PG
PROCTER AND GAMBLE CO
+$443
10,599
+2%
减持
NEM
NEWMONT CORP
-$302
5,280
-4%
