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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 118 项
建仓 6
增持 67
减持 37
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IOO
ISHARES TR
+$5.1M
667,847
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.8M
184,942
+0%
增持
DGRW
WISDOMTREE TR
+$2.6M
881,374
+1%
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
AAPL
APPLE INC
+$2.2M
40,771
+10%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.2M
478,917
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.1M
136,396
+1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.9M
469,663
+3%
增持
EWX
SPDR INDEX SHS FDS
+$1.8M
577,157
+2%
减持
SCHK
SCHWAB STRATEGIC TR
+$1.6M
949,525
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
23,453
+1396%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
10,416
+26%
增持
FNDA
SCHWAB STRATEGIC TR
-$1.3M
1,253,794
+2%
增持
LLY
ELI LILLY & CO
+$791.4K
6,150
+0%
减持
CCOR
LISTED FD TR
-$703.0K
9,490
-73%
减持
CAPE
DOUBLELINE ETF TRUST
-$574.2K
1,952,955
-0%
建仓
DELL
DELL TECHNOLOGIES INC
+$505.1K
3,662
减持
CGV
TWO RDS SHARED TR
-$495.0K
349,045
-6%
减持
VLUE
ISHARES TR
-$484.4K
57,987
-3%
增持
GOOG
ALPHABET INC
+$463.4K
13,309
+2%
建仓
PPI
INVESTMENT MANAGERS SER TR I
+$448.5K
30,098
增持
IEFA
ISHARES TR
-$412.8K
526,399
+1%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$371.1K
0
-100%
减持
SYK
STRYKER CORPORATION
-$358.7K
797
-55%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$347.9K
3,654
减持
MSFT
MICROSOFT CORP
+$346.8K
14,411
-1%
建仓
GD
GENERAL DYNAMICS CORP
+$346.1K
1,193
清仓
BA
BOEING CO
-$345.1K
0
-100%
增持
PFE
PFIZER INC
+$326.1K
24,590
+89%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$319.2K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$305.4K
0
-100%
建仓
GUNR
FLEXSHARES TR
+$303.9K
7,571
清仓
PLD
PROLOGIS INC.
-$301.7K
0
-100%
增持
WMT
WALMART INC
+$293.8K
37,914
+0%
增持
PSA
PUBLIC STORAGE OPER CO
+$291.1K
2,935
+54%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$267.3K
134,044
-0%
增持
QQQE
DIREXION SHS ETF TR
+$240.0K
362,412
+1%
清仓
COP
CONOCOPHILLIPS
-$230.6K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$224.7K
115,559
+7%
增持
GOOGL
ALPHABET INC
+$223.5K
6,497
+2%
减持
INTC
INTEL CORP
-$221.7K
16,042
-1%
清仓
—
AON PLC
-$209.9K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$208.4K
746
增持
IYW
ISHARES TR
+$203.3K
13,098
+0%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$178.0K
174,431
-7%
增持
AMZN
AMAZON COM INC
+$175.2K
4,587
+16%
增持
HD
HOME DEPOT INC
-$170.7K
5,037
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$170.0K
12,149
-0%
清仓
FHN
FIRST HORIZON CORPORATION
-$157.1K
0
-100%
增持
ORCL
ORACLE CORP
+$149.6K
7,525
+4%
增持
QUAL
ISHARES TR
+$145.9K
2,919
+36%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$133.5K
81,056
-0%
增持
NFLX
NETFLIX INC
+$103.6K
1,309
+2%
增持
AVGO
BROADCOM INC
+$89.2K
205
+13%
减持
VOO
VANGUARD INDEX FDS
+$87.9K
5,241
-1%
增持
QCOM
QUALCOMM INC
+$80.5K
1,775
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$72.5K
4,152
+0%
增持
AZO
AUTOZONE INC
-$71.4K
683
+3%
减持
EFA
ISHARES TR
-$70.4K
43,686
-0%
增持
AMAT
APPLIED MATLS INC
+$70.3K
2,265
+1%
增持
KO
COCA COLA CO
+$69.8K
20,500
+2%
增持
DIS
DISNEY WALT CO
-$69.7K
3,192
+1%
增持
META
META PLATFORMS INC
+$65.5K
2,369
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$63.5K
11,850
+2%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$61.5K
18,583
-5%
减持
SPMD
SPDR SER TR
-$60.3K
19,618
-2%
增持
MRK
MERCK & CO INC
-$59.4K
7,330
+0%
减持
DFAE
DIMENSIONAL ETF TRUST
+$57.3K
58,612
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$55.2K
111
+5%
增持
EW
EDWARDS LIFESCIENCES CORP
+$54.0K
9,435
+10%
增持
CRM
SALESFORCE INC
-$53.2K
1,523
+3%
减持
V
VISA INC
-$50.4K
2,961
-0%
增持
—
ACCENTURE PLC IRELAND
-$50.1K
1,224
+1%
减持
ACWI
ISHARES TR
+$48.9K
25,518
-0%
增持
AFL
AFLAC INC
+$47.5K
12,131
+1%
减持
ARTY
ISHARES TR
-$45.8K
27,694
-1%
增持
ALL
ALLSTATE CORP
-$45.2K
4,723
+2%
增持
WFC
WELLS FARGO CO NEW
+$44.9K
7,142
+9%
减持
PEP
PEPSICO INC
-$43.5K
4,211
-0%
减持
CRT
CROSS TIMBERS RTY TR
-$42.7K
13,771
-6%
减持
LOW
LOWES COS INC
-$42.2K
954
-4%
减持
NEM
NEWMONT CORP
+$39.7K
6,669
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$39.4K
1,005
+5%
增持
DBND
DOUBLELINE ETF TRUST
-$35.3K
184,570
+1%
增持
SBUX
STARBUCKS CORP
-$34.5K
3,215
+3%
减持
FDX
FEDEX CORP
+$33.2K
4,118
-1%
增持
UNP
UNION PAC CORP
-$31.2K
1,898
+1%
减持
CVX
CHEVRON CORP NEW
-$28.9K
8,966
-1%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$28.1K
5,920
-9%
增持
PG
PROCTER AND GAMBLE CO
+$27.1K
9,792
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$25.4K
878
-1%
增持
MS
MORGAN STANLEY
+$23.1K
3,178
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$22.8K
3,753
+3%
增持
SYY
SYSCO CORP
-$22.2K
5,379
+7%
减持
ISCF
ISHARES TR
-$22.0K
24,593
-0%
增持
KMB
KIMBERLY-CLARK CORP
+$21.4K
1,978
+2%
增持
MAA
MID-AMER APT CMNTYS INC
+$20.7K
1,836
+0%
增持
MCD
MCDONALDS CORP
+$18.4K
1,171
+18%
增持
JNJ
JOHNSON & JOHNSON
-$17.7K
5,938
+6%
增持
BDX
BECTON DICKINSON & CO
-$16.5K
1,294
+0%
减持
MU
MICRON TECHNOLOGY INC
+$16.3K
2,261
-5%
增持
BKR
BAKER HUGHES COMPANY
+$16.2K
9,494
+0%
增持
CSCO
CISCO SYS INC
-$14.3K
9,884
+2%
减持
ES
EVERSOURCE ENERGY
-$13.8K
4,130
-0%
增持
—
OXFORD LANE CAP CORP
+$13.4K
22,960
+5%
减持
VXUS
VANGUARD STAR FDS
-$11.3K
56,173
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$11.2K
4,107
+2%
增持
VTV
VANGUARD INDEX FDS
-$10.6K
17,871
+1%
减持
WTAI
WISDOMTREE TR
-$10.2K
48,353
-2%
增持
MDLZ
MONDELEZ INTL INC
-$9.5K
4,732
+4%
增持
RF
REGIONS FINANCIAL CORP NEW
-$9.0K
31,220
+4%
减持
T
AT&T INC
+$8.4K
16,867
-5%
增持
MOAT
VANECK ETF TRUST
-$7.1K
2,419
+0%
增持
ABBV
ABBVIE INC
-$7.1K
1,955
+4%
增持
—
EXXON MOBIL CORP
-$6.4K
14,045
+1%
减持
USMV
ISHARES TR
-$5.8K
6,853
-1%
增持
LOAN
MANHATTAN BRDG CAP INC
+$3.6K
77,118
+4%
减持
ECC
EAGLE POINT CREDIT COMPANY I
-$2.0K
10,508
-1%
减持
BAC
BANK AMERICA CORP
+$1.4K
7,973
-4%
