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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 142 项
建仓 20
增持 51
减持 63
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DGRW
WISDOMTREE TR
+$5.3M
843,704
+3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.2M
191,826
+2%
增持
CAPE
DOUBLELINE ETF TRUST
+$4.1M
2,254,741
+0%
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
MDY
SPDR S&P MIDCAP 400 ETF TR
+$3.4M
136,717
+1%
增持
SCHK
SCHWAB STRATEGIC TR
+$3.2M
973,311
+0%
增持
FNDA
SCHWAB STRATEGIC TR
+$3.0M
1,231,583
+1%
增持
IOO
ISHARES TR
+$3.0M
378,252
+3%
增持
AAPL
APPLE INC
+$1.7M
56,253
+0%
增持
EWX
SPDR INDEX SHS FDS
+$1.5M
551,831
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.4M
371,983
-1%
增持
MSFT
MICROSOFT CORP
+$1.2M
19,083
+4%
增持
LLY
LILLY ELI & CO
+$1.1M
6,656
+11%
减持
VLUE
ISHARES TR
-$1.1M
80,249
-13%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$840.1K
118,429
+73%
建仓
META
META PLATFORMS INC
+$618.7K
2,156
增持
SPY
SPDR S&P 500 ETF TR
+$567.6K
14,421
+1%
增持
IEFA
ISHARES TR
+$557.6K
518,960
+1%
建仓
NVDA
NVIDIA CORPORATION
+$541.5K
1,280
建仓
SYK
STRYKER CORPORATION
+$538.2K
1,764
增持
GOOG
ALPHABET INC
+$514.9K
11,772
+35%
建仓
SYY
SYSCO CORP
+$453.9K
6,117
清仓
VYM
VANGUARD WHITEHALL FDS
-$450.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$450.0K
12,557
+19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$449.9K
14,515
-0%
增持
ORCL
ORACLE CORP
+$443.9K
8,805
+35%
建仓
IYW
ISHARES TR
+$438.4K
4,027
建仓
NOC
NORTHROP GRUMMAN CORP
+$427.5K
938
建仓
DUK
DUKE ENERGY CORP NEW
+$418.8K
4,667
建仓
YUM
YUM BRANDS INC
+$323.1K
2,332
减持
CGV
TWO RDS SHARED TR
-$312.7K
994,473
-0%
建仓
SBUX
STARBUCKS CORP
+$312.0K
3,150
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$310.6K
5,599
-31%
建仓
BKR
BAKER HUGHES COMPANY
+$306.1K
9,684
建仓
PGR
PROGRESSIVE CORP
+$305.6K
2,309
增持
ISCF
ISHARES TR
+$305.1K
1,180,017
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$302.5K
588,029
+1%
建仓
ES
EVERSOURCE ENERGY
+$293.9K
4,144
减持
GLOF
ISHARES TR
-$293.2K
9,241
-50%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$286.6K
3,121
建仓
EQIX
EQUINIX INC
+$286.1K
365
建仓
PLD
PROLOGIS INC.
+$284.1K
2,317
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$278.5K
4,849
增持
BA
BOEING CO
+$274.5K
2,672
+96%
增持
NEM
NEWMONT CORP
+$263.9K
12,254
+132%
清仓
—
UNILEVER PLC
-$257.6K
0
-100%
减持
PFE
PFIZER INC
-$246.4K
34,381
-7%
清仓
LEG
LEGGETT & PLATT INC
-$238.5K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$224.9K
12,091
-7%
建仓
WTAI
WISDOMTREE TR
+$224.5K
11,772
增持
FHN
FIRST HORIZON CORPORATION
-$223.6K
38,173
+4%
建仓
ARTY
ISHARES TR
+$218.3K
6,606
建仓
DFAC
DIMENSIONAL ETF TRUST
+$212.9K
7,840
清仓
AMGN
AMGEN INC
-$200.9K
0
-100%
清仓
—
TOTALENERGIES SE
-$200.2K
0
-100%
清仓
HUM
HUMANA INC
-$200.0K
0
-100%
增持
TFC
TRUIST FINL CORP
-$181.1K
49,636
+0%
减持
AMZN
AMAZON COM INC
+$178.0K
9,418
-7%
减持
GSIE
GOLDMAN SACHS ETF TR
-$175.7K
17,039
-26%
减持
WMT
WALMART INC
+$175.1K
18,480
-0%
增持
HD
HOME DEPOT INC
+$166.3K
9,210
+1%
减持
VOO
VANGUARD INDEX FDS
+$166.3K
5,387
-0%
增持
GOOGL
ALPHABET INC
+$163.9K
9,871
+1%
建仓
VTRS
VIATRIS INC
+$158.2K
15,847
减持
ABBV
ABBVIE INC
-$157.8K
4,206
-7%
减持
PSX
PHILLIPS 66
-$140.3K
4,380
-20%
减持
NFLX
NETFLIX INC
+$138.8K
1,534
-1%
清仓
—
HANESBRANDS INC
-$132.9K
0
-100%
减持
—
AMCOR PLC
-$127.6K
24,065
-26%
增持
MRK
MERCK & CO INC
+$122.1K
7,604
+7%
增持
JNJ
JOHNSON & JOHNSON
+$120.8K
9,269
+2%
减持
KHC
KRAFT HEINZ CO
-$119.8K
7,735
-24%
减持
QQQ
INVESCO QQQ TR
+$117.0K
2,897
-2%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$116.4K
210,347
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$116.2K
12,380
-17%
减持
—
PHYSICIANS RLTY TR
-$101.5K
18,000
-24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$100.5K
18,554
-0%
增持
AFL
AFLAC INC
+$98.4K
17,316
+1%
增持
T
AT&T INC
-$97.4K
30,054
+0%
减持
BAC
BANK AMERICA CORP
-$97.3K
18,018
-16%
减持
IXUS
ISHARES TR
+$95.5K
402,807
-1%
减持
SPGI
S&P GLOBAL INC
-$84.6K
797
-32%
减持
QQQE
DIREXION SHS ETF TR
+$82.6K
20,030
-0%
减持
KO
COCA COLA CO
-$79.9K
26,947
-2%
减持
EMLC
VANECK ETF TRUST
-$76.4K
10,198
-24%
清仓
HL
HECLA MNG CO
-$76.0K
0
-100%
减持
NKE
NIKE INC
-$72.7K
3,657
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$51.7K
1,111
+1%
减持
NEE
NEXTERA ENERGY INC
-$51.2K
3,722
-12%
增持
CRT
CROSS TIMBERS RTY TR
+$50.3K
12,785
+3%
减持
DIS
DISNEY WALT CO
-$45.8K
4,083
-0%
减持
EFA
ISHARES TR
+$44.2K
45,356
-0%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$43.8K
36,305
-0%
增持
—
EXXON MOBIL CORP
+$39.7K
19,587
+4%
减持
VTV
VANGUARD INDEX FDS
+$38.7K
19,562
-1%
减持
GT
GOODYEAR TIRE & RUBR CO
+$38.3K
17,690
-4%
减持
SPG
SIMON PPTY GROUP INC NEW
-$38.3K
2,337
-15%
减持
VXUS
VANGUARD STAR FDS
+$37.3K
68,961
-1%
减持
WFC
WELLS FARGO CO NEW
+$36.4K
8,518
-3%
减持
KMI
KINDER MORGAN INC DEL
-$36.2K
11,479
-14%
增持
PG
PROCTER AND GAMBLE CO
+$35.6K
10,621
+0%
减持
ALL
ALLSTATE CORP
-$35.0K
4,620
-5%
减持
V
VISA INC
+$32.9K
3,259
-1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$31.2K
56,905
-0%
减持
AVGO
BROADCOM INC
+$30.3K
489
-20%
减持
QUAL
ISHARES TR
+$27.5K
3,363
-2%
减持
STAG
STAG INDL INC
-$25.7K
7,560
-14%
增持
MAR
MARRIOTT INTL INC NEW
+$25.6K
1,445
+0%
减持
LOAN
MANHATTAN BRDG CAP INC
-$24.5K
87,890
-21%
减持
SPMD
SPDR SER TR
+$23.4K
13,394
-0%
增持
PSA
PUBLIC STORAGE
-$22.9K
2,894
+1%
减持
BX
BLACKSTONE INC
+$22.8K
5,958
-1%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$21.6K
6,842
+0%
增持
PEP
PEPSICO INC
+$21.2K
4,127
+1%
增持
GLD
SPDR GOLD TR
-$20.1K
8,583
+1%
增持
COP
CONOCOPHILLIPS
+$19.8K
3,557
+1%
增持
HTH
HILLTOP HOLDINGS INC
+$19.6K
9,579
+1%
增持
ABT
ABBOTT LABS
+$19.5K
2,477
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$19.0K
1,596
+1%
增持
DHR
DANAHER CORPORATION
-$18.6K
1,560
+0%
减持
MCD
MCDONALDS CORP
+$18.5K
1,012
-0%
减持
AXP
AMERICAN EXPRESS CO
+$17.3K
2,029
-0%
减持
MOAT
VANECK ETF TRUST
+$16.7K
3,817
-2%
增持
QCOM
QUALCOMM INC
-$16.6K
2,185
+1%
减持
COST
COSTCO WHSL CORP NEW
+$15.5K
419
-1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$15.5K
2,840
-1%
减持
CL
COLGATE PALMOLIVE CO
+$14.7K
8,600
-0%
减持
ELV
ELEVANCE HEALTH INC
-$14.1K
789
-1%
减持
DE
DEERE & CO
-$12.9K
820
-2%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$12.2K
6,520
-4%
增持
CSCO
CISCO SYS INC
-$10.7K
24,502
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$8.8K
562
-1%
减持
USMV
ISHARES TR
+$8.4K
7,118
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$8.2K
106
-5%
减持
INTC
INTEL CORP
+$6.8K
19,276
-1%
减持
AMLP
ALPS ETF TR
-$6.5K
6,350
-4%
增持
MO
ALTRIA GROUP INC
+$5.8K
5,308
+1%
增持
MS
MORGAN STANLEY
-$5.7K
4,372
+1%
增持
MMM
3M CO
+$4.8K
2,725
+7%
增持
MAA
MID-AMER APT CMNTYS INC
+$3.6K
3,938
+0%
增持
—
OXFORD LANE CAP CORP
-$2.6K
15,352
+4%
增持
GS
GOLDMAN SACHS GROUP INC
-$2.3K
888
+1%
减持
UNP
UNION PAC CORP
+$1.1K
1,822
-1%
