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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 118 项
建仓 9
增持 29
减持 64
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
FDX
FEDEX CORP
-$28.8M
4,147
-96%
增持
IOO
ISHARES TR
+$7.2M
664,155
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$5.1M
134,867
-2%
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
DGRW
WISDOMTREE TR
+$5.0M
868,986
-0%
减持
SCHK
SCHWAB STRATEGIC TR
+$3.2M
949,876
-3%
减持
CGV
TWO RDS SHARED TR
-$2.7M
372,782
-35%
增持
QQQE
DIREXION SHS ETF TR
+$1.9M
357,853
+1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.9M
455,945
+2%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.8M
184,246
-3%
减持
CAPE
DOUBLELINE ETF TRUST
+$1.6M
1,953,979
-2%
减持
IEFA
ISHARES TR
+$1.5M
520,754
-1%
增持
LLY
ELI LILLY & CO
+$1.5M
6,140
+8%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.5M
467,540
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.4M
134,209
-15%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
8,241
-28%
减持
FNDA
SCHWAB STRATEGIC TR
+$958.1K
1,230,225
-2%
增持
AAPL
APPLE INC
-$804.1K
37,109
+2%
清仓
BX
BLACKSTONE INC
-$777.7K
0
-100%
减持
VLUE
ISHARES TR
-$725.2K
59,863
-16%
减持
DFAE
DIMENSIONAL ETF TRUST
-$698.9K
59,022
-34%
增持
NVDA
NVIDIA CORPORATION
+$674.8K
1,568
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$600.3K
12,157
-4%
减持
VXUS
VANGUARD STAR FDS
-$546.7K
56,360
-17%
减持
EWX
SPDR INDEX SHS FDS
-$467.7K
567,447
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$388.4K
955
-42%
增持
JPM
JPMORGAN CHASE & CO
+$383.6K
11,649
+2%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$373.3K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$371.1K
5,980
清仓
STIP
ISHARES TR
-$364.8K
0
-100%
减持
AVGO
BROADCOM INC
-$355.1K
181
-66%
减持
MSFT
MICROSOFT CORP
+$353.3K
14,485
-6%
增持
WMT
WALMART INC
+$327.4K
37,783
+202%
增持
META
META PLATFORMS INC
+$326.4K
2,325
+2%
增持
VOO
VANGUARD INDEX FDS
+$309.0K
5,270
+3%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$301.3K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$300.2K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$281.0K
2,384
减持
FHN
FIRST HORIZON CORPORATION
-$273.5K
10,199
-66%
清仓
STAG
STAG INDL INC
-$269.9K
0
-100%
减持
ABBV
ABBVIE INC
-$254.9K
1,880
-51%
建仓
LOW
LOWES COS INC
+$252.6K
991
清仓
KHC
KRAFT HEINZ CO
-$251.9K
0
-100%
清仓
AMLP
ALPS ETF TR
-$250.9K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$247.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$244.0K
0
-100%
减持
PFE
PFIZER INC
-$239.3K
13,043
-37%
清仓
EMLC
VANECK ETF TRUST
-$235.9K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$230.6K
1,812
建仓
TXT
TEXTRON INC
+$230.2K
2,400
清仓
JMHI
J P MORGAN EXCHANGE TRADED F
-$221.5K
0
-100%
清仓
BIIB
BIOGEN INC
-$217.4K
0
-100%
建仓
—
AON PLC
+$209.9K
629
清仓
ABT
ABBOTT LABS
-$209.1K
0
-100%
清仓
—
AMCOR PLC
-$209.1K
0
-100%
减持
MAA
MID-AMER APT CMNTYS INC
-$208.4K
1,833
-45%
清仓
—
PHYSICIANS RLTY TR
-$206.0K
0
-100%
减持
NEM
NEWMONT CORP
-$199.7K
6,682
-34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$171.6K
4,140
+7%
减持
BAC
BANK AMERICA CORP
-$166.7K
8,324
-41%
减持
ACWI
ISHARES TR
+$160.2K
25,600
-2%
减持
—
EXXON MOBIL CORP
+$146.1K
13,964
-5%
增持
DIS
DISNEY WALT CO
+$143.4K
3,160
+17%
减持
KO
COCA COLA CO
-$140.4K
20,187
-14%
减持
CSCO
CISCO SYS INC
-$140.0K
9,696
-21%
增持
AMZN
AMAZON COM INC
+$132.2K
3,943
+1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$122.2K
187,461
-10%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$118.5K
19,609
-17%
减持
DBND
DOUBLELINE ETF TRUST
-$113.8K
183,409
-1%
减持
INTC
INTEL CORP
-$113.0K
16,267
-1%
建仓
—
OXFORD LANE CAP CORP
+$111.0K
21,856
减持
QQQ
INVESCO QQQ TR
-$108.6K
1,633
-20%
建仓
ECC
EAGLE POINT CREDIT COMPANY I
+$107.6K
10,644
增持
GOOGL
ALPHABET INC
+$104.6K
6,360
+2%
减持
DUK
DUKE ENERGY CORP NEW
-$102.5K
3,654
-22%
减持
SYK
STRYKER CORPORATION
+$101.6K
1,760
-0%
减持
HD
HOME DEPOT INC
+$100.4K
4,965
-7%
减持
MOAT
VANECK ETF TRUST
-$97.9K
2,410
-35%
减持
AMAT
APPLIED MATLS INC
+$88.1K
2,251
-0%
减持
VTV
VANGUARD INDEX FDS
+$87.2K
17,667
-5%
减持
ORCL
ORACLE CORP
+$85.0K
7,268
-8%
增持
AXP
AMERICAN EXPRESS CO
+$82.3K
2,036
+0%
减持
PG
PROCTER AND GAMBLE CO
+$75.7K
9,786
-5%
建仓
LOAN
MANHATTAN BRDG CAP INC
+$73.5K
74,257
增持
V
VISA INC
+$70.6K
2,965
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$69.5K
8,555
-26%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$66.0K
81,306
-9%
增持
CRM
SALESFORCE INC
+$62.8K
1,477
+2%
增持
CRT
CROSS TIMBERS RTY TR
-$60.5K
14,658
+2%
减持
MRK
MERCK & CO INC
+$59.9K
7,327
-12%
减持
RF
REGIONS FINANCIAL CORP NEW
+$48.3K
30,163
-0%
增持
AFL
AFLAC INC
+$48.0K
12,064
+1%
减持
ISCF
ISHARES TR
-$47.2K
24,702
-8%
减持
MCD
MCDONALDS CORP
-$46.2K
993
-10%
增持
PTMC
PACER FDS TR
+$42.9K
11,270
+2%
减持
QCOM
QUALCOMM INC
+$37.7K
1,613
-0%
减持
NOC
NORTHROP GRUMMAN CORP
-$37.0K
638
-14%
增持
GS
GOLDMAN SACHS GROUP INC
+$36.5K
890
+3%
增持
PSA
PUBLIC STORAGE
-$35.0K
1,907
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$28.7K
1,053
+0%
减持
USMV
ISHARES TR
+$28.4K
6,953
-2%
减持
QUAL
ISHARES TR
+$28.2K
2,145
-3%
减持
CAMX
ADVISORS INNER CIRCLE FD
+$28.2K
10,804
-1%
减持
CVX
CHEVRON CORP NEW
-$24.3K
9,074
-7%
增持
SCHW
SCHWAB CHARLES CORP
+$23.2K
4,028
+3%
减持
SYY
SYSCO CORP
-$22.8K
5,004
-15%
减持
EFA
ISHARES TR
-$18.8K
43,731
-6%
增持
YUM
YUM BRANDS INC
+$16.5K
2,075
+0%
减持
BKR
BAKER HUGHES COMPANY
-$13.3K
9,484
-2%
增持
SBUX
STARBUCKS CORP
-$11.6K
3,116
+1%
减持
T
AT&T INC
+$9.4K
17,838
-1%
减持
PEP
PEPSICO INC
+$8.2K
4,217
-2%
减持
JNJ
JOHNSON & JOHNSON
+$8.2K
5,598
-1%
减持
EEM
ISHARES TR
-$6.4K
12,949
-3%
增持
MS
MORGAN STANLEY
-$6.0K
3,035
+0%
减持
SPMD
SPDR SER TR
+$2.9K
19,999
-8%
减持
WFC
WELLS FARGO CO NEW
-$2.8K
6,544
-15%
增持
UNP
UNION PAC CORP
+$826
1,873
+0%
减持
BDX
BECTON DICKINSON & CO
+$625
1,289
-0%
