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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 144 项
建仓 4
增持 23
减持 88
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$47.6M
446,921
+1131%
减持
ISCF
ISHARES TR
-$36.2M
26,824
-98%
增持
FDX
FEDEX CORP
+$28.8M
113,322
+2335%
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
QQQE
DIREXION SHS ETF TR
+$28.6M
354,873
+1734%
建仓
AVEM
AMERICAN CENTY ETF TR
+$25.6M
454,293
清仓
IXUS
ISHARES TR
-$24.7M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$23.5M
0
-100%
增持
IOO
ISHARES TR
+$23.5M
648,182
+65%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$17.8M
157,466
-57%
减持
AZO
AUTOZONE INC
-$10.7M
665
-86%
增持
FNDA
SCHWAB STRATEGIC TR
+$8.8M
1,250,165
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$7.0M
137,322
-0%
增持
DGRW
WISDOMTREE TR
+$6.8M
870,606
+2%
增持
DBND
DOUBLELINE ETF TRUST
+$4.9M
184,382
+127%
减持
CGV
TWO RDS SHARED TR
-$4.5M
569,214
-40%
减持
SCHK
SCHWAB STRATEGIC TR
+$4.4M
975,639
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.8M
189,170
-1%
减持
IEFA
ISHARES TR
+$3.2M
527,750
-0%
减持
AAPL
APPLE INC
-$2.7M
36,520
-36%
增持
EWX
SPDR INDEX SHS FDS
+$2.0M
569,090
+1%
清仓
TFC
TRUIST FINL CORP
-$1.4M
0
-100%
减持
HD
HOME DEPOT INC
-$1.2M
5,363
-45%
减持
WMT
WALMART INC
-$1.0M
12,503
-32%
增持
IYW
ISHARES TR
+$941.0K
13,090
+106%
减持
—
EXXON MOBIL CORP
-$795.3K
14,656
-24%
减持
SPY
SPDR S&P 500 ETF TR
-$760.7K
11,403
-21%
减持
CAPE
DOUBLELINE ETF TRUST
-$730.7K
2,003,677
-12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$710.9K
7,055
-62%
减持
CSCO
CISCO SYS INC
-$703.6K
12,295
-50%
减持
AMZN
AMAZON COM INC
-$621.4K
3,908
-59%
增持
WTAI
WISDOMTREE TR
+$575.1K
49,128
+94%
清仓
VTI
VANGUARD INDEX FDS
-$571.6K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$562.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$555.6K
2,036
-47%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$555.1K
12,686
-12%
减持
PFE
PFIZER INC
-$542.0K
20,694
-40%
增持
ARTY
ISHARES TR
+$528.7K
28,091
+95%
减持
JNJ
JOHNSON & JOHNSON
-$505.0K
5,680
-36%
清仓
SCI
SERVICE CORP INTL
-$482.1K
0
-100%
增持
SPMD
SPDR SER TR
+$478.2K
21,836
+63%
减持
CVX
CHEVRON CORP NEW
-$459.9K
9,738
-14%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$455.5K
0
-100%
减持
GOOGL
ALPHABET INC
-$437.0K
6,205
-37%
清仓
COP
CONOCOPHILLIPS
-$419.1K
0
-100%
增持
EFA
ISHARES TR
+$390.6K
46,598
+3%
清仓
DHR
DANAHER CORPORATION
-$387.1K
0
-100%
减持
MSFT
MICROSOFT CORP
-$384.1K
15,458
-20%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$380.3K
23,705
+54%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$364.2K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$362.0K
0
-100%
减持
AFL
AFLAC INC
-$348.5K
11,990
-31%
清仓
USO
UNITED STS OIL FD LP
-$336.1K
0
-100%
减持
EEM
ISHARES TR
-$336.0K
13,389
-42%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$331.4K
89,806
-24%
清仓
MMM
3M CO
-$304.2K
0
-100%
清仓
GLD
SPDR GOLD TR
-$299.7K
0
-100%
清仓
NKE
NIKE INC
-$298.5K
0
-100%
减持
VXUS
VANGUARD STAR FDS
+$298.4K
68,067
-0%
减持
PSX
PHILLIPS 66
-$283.8K
1,776
-60%
清仓
DE
DEERE & CO
-$281.9K
0
-100%
清仓
HTH
HILLTOP HOLDINGS INC
-$281.0K
0
-100%
减持
LLY
ELI LILLY & CO
-$272.0K
5,700
-14%
建仓
SCHW
SCHWAB CHARLES CORP
+$268.2K
3,898
增持
MRK
MERCK & CO INC
+$249.6K
8,341
+31%
清仓
COST
COSTCO WHSL CORP NEW
-$238.5K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$235.1K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$231.1K
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$230.0K
1,263
清仓
MO
ALTRIA GROUP INC
-$223.8K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$222.7K
3,879
-35%
减持
ACWI
ISHARES TR
+$217.2K
26,129
-1%
清仓
GT
GOODYEAR TIRE & RUBR CO
-$213.7K
0
-100%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$212.1K
107,649
-20%
清仓
NEE
NEXTERA ENERGY INC
-$210.7K
0
-100%
清仓
—
AON PLC
-$203.9K
0
-100%
建仓
CMI
CUMMINS INC
+$201.7K
842
清仓
HUM
HUMANA INC
-$200.4K
0
-100%
减持
DIS
DISNEY WALT CO
-$195.2K
2,696
-50%
增持
AVGO
BROADCOM INC
+$188.8K
533
+9%
减持
PSA
PUBLIC STORAGE
-$181.0K
1,894
-35%
减持
VTV
VANGUARD INDEX FDS
+$179.5K
18,662
-1%
增持
GOOG
ALPHABET INC
+$175.3K
12,989
+4%
减持
INTC
INTEL CORP
+$153.1K
16,355
-14%
清仓
VTRS
VIATRIS INC
-$152.4K
0
-100%
减持
T
AT&T INC
-$150.5K
17,954
-41%
减持
KO
COCA COLA CO
-$143.6K
23,375
-14%
增持
DFAE
DIMENSIONAL ETF TRUST
+$139.8K
89,505
+0%
减持
BX
BLACKSTONE INC
+$139.3K
5,940
-0%
减持
JPM
JPMORGAN CHASE & CO
+$133.5K
11,447
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$117.3K
8,075
-37%
减持
PEP
PEPSICO INC
-$112.4K
4,282
-14%
减持
ORCL
ORACLE CORP
-$106.3K
7,873
-11%
减持
VOO
VANGUARD INDEX FDS
+$104.3K
5,092
-6%
减持
MPC
MARATHON PETE CORP
-$100.6K
2,132
-22%
清仓
LOAN
MANHATTAN BRDG CAP INC
-$98.6K
0
-100%
增持
UNP
UNION PAC CORP
+$88.8K
1,872
+3%
减持
BDX
BECTON DICKINSON & CO
-$86.5K
1,295
-17%
减持
NVDA
NVIDIA CORPORATION
+$86.0K
1,441
-4%
减持
CRM
SALESFORCE INC
+$85.5K
1,452
-1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$83.3K
207,461
-1%
清仓
—
OXFORD LANE CAP CORP
-$80.2K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$77.5K
2,035
-0%
减持
AMAT
APPLIED MATLS INC
-$74.4K
2,254
-31%
减持
NOC
NORTHROP GRUMMAN CORP
-$70.6K
738
-21%
减持
QUAL
ISHARES TR
-$59.4K
2,204
-24%
减持
META
META PLATFORMS INC
+$57.4K
2,275
-8%
减持
MAA
MID-AMER APT CMNTYS INC
-$57.4K
3,344
-15%
减持
MS
MORGAN STANLEY
-$57.0K
3,021
-29%
增持
UNH
UNITEDHEALTH GROUP INC
+$56.1K
1,635
+2%
减持
CL
COLGATE PALMOLIVE CO
+$54.2K
8,356
-3%
减持
SPG
SIMON PPTY GROUP INC NEW
+$52.6K
2,112
-8%
减持
NFLX
NETFLIX INC
+$47.3K
1,284
-16%
减持
MAR
MARRIOTT INTL INC NEW
-$47.1K
1,052
-27%
增持
DUK
DUKE ENERGY CORP NEW
+$47.1K
4,698
+1%
减持
PG
PROCTER AND GAMBLE CO
-$37.5K
10,342
-3%
减持
USMV
ISHARES TR
+$37.5K
7,083
-0%
减持
WFC
WELLS FARGO CO NEW
+$35.9K
7,734
-9%
清仓
—
NEW GOLD INC CDA
-$35.5K
0
-100%
减持
ABT
ABBOTT LABS
-$31.1K
1,930
-22%
减持
MOAT
VANECK ETF TRUST
+$26.9K
3,706
-2%
减持
SYY
SYSCO CORP
+$25.0K
5,867
-4%
减持
GLOF
ISHARES TR
-$22.7K
7,753
-16%
减持
YUM
YUM BRANDS INC
-$20.2K
2,074
-11%
减持
CAMX
ADVISORS INNER CIRCLE FD
+$19.7K
10,912
-0%
减持
AMLP
ALPS ETF TR
-$17.1K
5,900
-7%
减持
GS
GOLDMAN SACHS GROUP INC
+$15.4K
867
-12%
增持
ES
EVERSOURCE ENERGY
+$15.2K
4,150
+0%
减持
STAG
STAG INDL INC
+$15.1K
6,875
-7%
减持
ABBV
ABBVIE INC
-$14.9K
3,868
-6%
减持
KMI
KINDER MORGAN INC DEL
-$14.6K
14,004
-11%
减持
—
PHYSICIANS RLTY TR
-$13.4K
15,475
-14%
减持
SBUX
STARBUCKS CORP
+$12.1K
3,087
-1%
减持
—
AMCOR PLC
-$11.3K
21,695
-10%
减持
NEM
NEWMONT CORP
-$11.0K
10,142
-17%
减持
BIIB
BIOGEN INC
-$10.6K
838
-6%
减持
BA
BOEING CO
-$9.9K
1,788
-33%
减持
VLUE
ISHARES TR
+$9.9K
71,263
-10%
减持
KHC
KRAFT HEINZ CO
-$8.3K
6,811
-12%
减持
EMLC
VANECK ETF TRUST
-$7.5K
9,306
-9%
减持
FHN
FIRST HORIZON CORPORATION
-$6.7K
30,005
-24%
减持
V
VISA INC
+$5.6K
2,914
-11%
减持
BAC
BANK AMERICA CORP
-$3.7K
14,220
-20%
增持
CRT
CROSS TIMBERS RTY TR
-$1.9K
14,370
+10%
减持
QCOM
QUALCOMM INC
+$440
1,615
-24%
