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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 112 项
建仓 14
增持 66
减持 30
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
FNDA
SCHWAB STRATEGIC TR
+$7.6M
1,283,090
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$6.4M
488,667
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$6.1M
138,769
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。
+2%
增持
DGRW
WISDOMTREE TR
+$6.1M
899,427
+2%
增持
CAPE
DOUBLELINE ETF TRUST
+$4.3M
1,973,909
+1%
增持
IEFA
ISHARES TR
+$4.1M
542,236
+3%
增持
SCHK
SCHWAB STRATEGIC TR
+$3.5M
962,726
+1%
增持
EWX
SPDR INDEX SHS FDS
+$3.5M
591,997
+3%
增持
IOO
ISHARES TR
+$2.8M
679,014
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.8M
496,682
+4%
增持
QQQE
DIREXION SHS ETF TR
+$1.6M
374,445
+3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
187,736
+2%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$928.4K
254,591
+46%
增持
AAPL
APPLE INC
+$920.5K
40,806
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$796.5K
132,781
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$678.5K
12,212
+1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$656.7K
46,165
-43%
增持
WMT
WALMART INC
+$497.5K
37,953
+0%
增持
AZO
AUTOZONE INC
+$379.0K
763
+12%
建仓
VRT
VERTIV HOLDINGS CO
+$354.1K
3,559
增持
HD
HOME DEPOT INC
+$333.7K
5,103
+1%
增持
CGV
TWO RDS SHARED TR
+$333.0K
352,653
+1%
建仓
HUBB
HUBBELL INC
+$317.0K
740
建仓
DLR
DIGITAL RLTY TR INC
+$316.5K
1,956
建仓
CHAT
TIDAL TR II
+$313.8K
8,385
清仓
GUNR
FLEXSHARES TR
-$303.9K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$282.2K
5,082
减持
LOAN
MANHATTAN BRDG CAP INC
+$280.5K
64,200
-17%
增持
AFL
AFLAC INC
+$278.9K
12,185
+0%
建仓
—
NVENT ELECTRIC PLC
+$271.7K
3,867
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$268.1K
4,461
+7%
增持
ORCL
ORACLE CORP
+$255.9K
7,737
+3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$255.2K
6,860
减持
DBND
DOUBLELINE ETF TRUST
+$251.8K
182,249
-1%
增持
PSA
PUBLIC STORAGE OPER CO
+$249.0K
3,004
+2%
建仓
TFC
TRUIST FINL CORP
+$246.0K
5,751
增持
EW
EDWARDS LIFESCIENCES CORP
-$243.6K
9,515
+1%
建仓
PM
PHILIP MORRIS INTL INC
+$230.1K
1,895
建仓
CLSK
CLEANSPARK INC
+$221.6K
23,725
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$219.6K
4,589
建仓
—
AON PLC
+$217.6K
629
减持
VTV
VANGUARD INDEX FDS
+$213.4K
17,644
-1%
减持
FDX
FEDEX CORP
-$212.4K
3,735
-9%
建仓
ABT
ABBOTT LABS
+$212.3K
1,862
建仓
COST
COSTCO WHSL CORP NEW
+$208.7K
235
清仓
LPLA
LPL FINL HLDGS INC
-$208.4K
0
-100%
增持
RF
REGIONS FINANCIAL CORP NEW
+$201.7K
35,461
+14%
增持
GOOG
ALPHABET INC
-$188.9K
13,471
+1%
减持
KO
COCA COLA CO
+$167.2K
20,484
-0%
减持
VLUE
ISHARES TR
-$166.8K
53,490
-8%
增持
ES
EVERSOURCE ENERGY
+$148.9K
5,630
+36%
减持
META
META PLATFORMS INC
+$147.3K
2,344
-1%
减持
VOO
VANGUARD INDEX FDS
+$143.8K
5,240
-0%
减持
ALL
ALLSTATE CORP
+$137.3K
4,700
-0%
增持
NEM
NEWMONT CORP
+$136.2K
7,773
+17%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$135.5K
95,754
-17%
增持
ARTY
ISHARES TR
+$132.3K
30,710
+11%
增持
JNJ
JOHNSON & JOHNSON
+$131.4K
6,166
+4%
增持
MSFT
MICROSOFT CORP
-$129.2K
14,668
+2%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$127.0K
4,526
+24%
减持
LLY
ELI LILLY & CO
-$126.6K
6,142
-0%
增持
INTC
INTEL CORP
-$119.0K
16,107
+0%
减持
GOOGL
ALPHABET INC
-$112.2K
6,459
-1%
增持
—
ACCENTURE PLC IRELAND
+$112.2K
1,368
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$103.8K
11,859
+0%
减持
VXUS
VANGUARD STAR FDS
+$103.3K
53,916
-4%
增持
GD
GENERAL DYNAMICS CORP
+$94.2K
1,457
+22%
减持
MRK
MERCK & CO INC
-$79.8K
7,288
-1%
增持
ISCF
ISHARES TR
+$77.3K
24,679
+0%
增持
EQIX
EQUINIX INC
+$75.3K
396
+8%
增持
SPMD
SPDR SER TR
+$71.3K
19,709
+0%
增持
LOW
LOWES COS INC
+$70.2K
1,036
+9%
增持
ABBV
ABBVIE INC
+$64.1K
2,022
+3%
增持
MU
MICRON TECHNOLOGY INC
-$62.7K
2,263
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$57.5K
3,761
+0%
增持
CSCO
CISCO SYS INC
+$57.2K
9,898
+0%
减持
SBUX
STARBUCKS CORP
+$57.1K
3,153
-2%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$53.5K
18,346
-1%
增持
QCOM
QUALCOMM INC
-$51.7K
1,776
+0%
增持
T
AT&T INC
+$51.3K
16,982
+1%
增持
—
EXXON MOBIL CORP
+$50.5K
14,224
+1%
增持
WTAI
WISDOMTREE TR
+$49.5K
53,171
+10%
增持
GS
GOLDMAN SACHS GROUP INC
+$46.5K
896
+2%
减持
USMV
ISHARES TR
+$46.0K
6,805
-1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$39.1K
56,747
-3%
减持
UNP
UNION PAC CORP
+$38.1K
1,897
-0%
增持
MOAT
VANECK ETF TRUST
+$36.5K
2,538
+5%
增持
PFE
PFIZER INC
+$34.8K
24,978
+2%
增持
AMZN
AMAZON COM INC
+$34.4K
4,942
+8%
增持
SCHW
SCHWAB CHARLES CORP
-$34.4K
4,140
+1%
减持
NFLX
NETFLIX INC
+$31.5K
1,290
-1%
减持
MCD
MCDONALDS CORP
+$30.8K
1,081
-8%
增持
MAA
MID-AMER APT CMNTYS INC
+$30.4K
1,840
+0%
增持
AVGO
BROADCOM INC
+$26.3K
2,061
+905%
增持
PEP
PEPSICO INC
+$21.8K
4,213
+0%
减持
CRM
SALESFORCE INC
+$20.8K
1,507
-1%
增持
WFC
WELLS FARGO CO NEW
-$20.1K
7,153
+0%
增持
CVX
CHEVRON CORP NEW
-$17.1K
9,407
+5%
减持
MDLZ
MONDELEZ INTL INC
+$16.4K
4,426
-6%
增持
DIS
DISNEY WALT CO
+$15.6K
3,457
+8%
减持
MS
MORGAN STANLEY
+$15.5K
3,112
-2%
减持
SYY
SYSCO CORP
+$15.0K
5,112
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$13.7K
9,904
-5%
增持
DELL
DELL TECHNOLOGIES INC
-$11.5K
4,164
+14%
增持
BAC
BANK AMERICA CORP
+$11.1K
8,272
+4%
增持
BDX
BECTON DICKINSON & CO
+$9.8K
1,295
+0%
减持
GLOF
ISHARES TR
+$8.6K
7,533
-3%
减持
QUAL
ISHARES TR
+$8.6K
2,828
-3%
增持
NVDA
NVIDIA CORPORATION
-$3.8K
23,827
+2%
增持
ECC
EAGLE POINT CREDIT COMPANY I
+$1.8K
10,896
+4%
增持
CRT
CROSS TIMBERS RTY TR
-$1.5K
14,020
+2%
增持
—
OXFORD LANE CAP CORP
+$879
23,916
+4%
