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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 127
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
RCAT
RED CAT HLDGS INC
+$319.3M
24,847,174
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$80.7M
280,526
+102%
增持
FNDA
SCHWAB STRATEGIC TR
+$77.8M
5,192,120
+305%
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
DGRW
WISDOMTREE TR
+$73.5M
1,833,446
+104%
增持
IOO
ISHARES TR
+$69.9M
1,361,416
+100%
增持
CAPE
DOUBLELINE ETF TRUST
+$59.6M
3,938,578
+100%
增持
SCHK
SCHWAB STRATEGIC TR
+$56.6M
3,878,116
+303%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$54.7M
1,015,336
+108%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$42.6M
381,824
+103%
增持
IEFA
ISHARES TR
+$35.2M
1,103,108
+103%
增持
QQQE
DIREXION SHS ETF TR
+$35.0M
765,986
+105%
增持
EWX
SPDR INDEX SHS FDS
+$33.6M
1,203,152
+103%
增持
AVEM
AMERICAN CENTY ETF TR
+$28.5M
1,030,578
+107%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$15.2M
265,098
+100%
增持
AAPL
APPLE INC
+$10.4M
79,524
+95%
增持
DBND
DOUBLELINE ETF TRUST
+$8.0M
368,332
+102%
增持
MSFT
MICROSOFT CORP
+$7.3M
32,342
+120%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.9M
27,544
+126%
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
19,106
+93%
增持
VLUE
ISHARES TR
+$4.5M
97,866
+83%
增持
CGV
TWO RDS SHARED TR
+$4.2M
713,838
+102%
增持
LLY
ELI LILLY & CO
+$4.0M
12,280
+100%
增持
WMT
WALMART INC
+$3.9M
77,106
+103%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$3.7M
663,918
+161%
增持
NVDA
NVIDIA CORPORATION
+$3.6M
48,248
+102%
增持
EFA
ISHARES TR
+$3.1M
89,834
+106%
增持
ACWI
ISHARES TR
+$2.9M
51,036
+100%
增持
JPM
JPMORGAN CHASE & CO.
+$2.9M
22,520
+90%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
10,460
+100%
增持
GOOG
ALPHABET INC
+$2.8M
26,742
+99%
增持
VTV
VANGUARD INDEX FDS
+$2.8M
34,818
+97%
增持
VXUS
VANGUARD STAR FDS
+$2.6M
102,764
+91%
增持
AZO
AUTOZONE INC
+$2.3M
1,484
+94%
增持
IYW
ISHARES TR
+$2.2M
26,196
+100%
增持
—
EXXON MOBIL CORP
+$2.0M
33,884
+138%
增持
HD
HOME DEPOT INC
+$1.8M
10,032
+97%
增持
ORCL
ORACLE CORP
+$1.6M
17,594
+127%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
19,584
+100%
增持
CVX
CHEVRON CORP NEW
+$1.6M
20,366
+116%
增持
META
META PLATFORMS INC
+$1.5M
4,778
+104%
增持
NFLX
NETFLIX INC
+$1.4M
2,608
+102%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.4M
7,800
+100%
增持
GOOGL
ALPHABET INC
+$1.4M
12,956
+101%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
114,762
+102%
增持
WTAI
WISDOMTREE TR
+$1.3M
106,342
+100%
增持
AMZN
AMAZON COM INC
+$1.2M
9,794
+98%
增持
ARTY
ISHARES TR
+$1.2M
61,420
+100%
增持
AFL
AFLAC INC
+$1.2M
24,478
+101%
建仓
MO
ALTRIA GROUP INC
+$1.2M
22,368
增持
CHAT
TIDAL TR II
+$1.1M
35,438
+323%
增持
QQQ
INVESCO QQQ TR
+$1.1M
3,736
+129%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.1M
152,058
+59%
增持
FDX
FEDEX CORP
+$1.1M
7,474
+100%
增持
MCD
MCDONALDS CORP
+$1.1M
4,832
+347%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$1.1M
92,330
+100%
增持
V
VISA INC
+$1.1M
5,910
+100%
增持
SPMD
SPDR SER TR
+$1.0M
38,892
+97%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$975.1K
8,922
+100%
增持
JNJ
JOHNSON & JOHNSON
+$963.5K
13,572
+120%
建仓
SCI
SERVICE CORP INTL
+$959.0K
12,014
增持
AXP
AMERICAN EXPRESS CO
+$893.8K
4,872
+139%
增持
ALL
ALLSTATE CORP
+$863.0K
9,100
+94%
建仓
KMI
KINDER MORGAN INC DEL
+$862.9K
31,492
增持
CSCO
CISCO SYS INC
+$830.6K
22,928
+132%
建仓
DAL
DELTA AIR LINES INC DEL
+$794.9K
13,138
增持
EW
EDWARDS LIFESCIENCES CORP
+$780.9K
19,030
+100%
建仓
SRE
SEMPRA
+$769.1K
8,768
建仓
VTR
VENTAS INC
+$763.0K
12,956
增持
ISCF
ISHARES TR
+$723.3K
49,356
+100%
增持
COHR
COHERENT CORP
+$718.9K
14,300
+100%
增持
RF
REGIONS FINANCIAL CORP NEW
+$718.6K
65,726
+85%
增持
PSA
PUBLIC STORAGE OPER CO
+$712.5K
6,030
+101%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$695.0K
35,022
+91%
增持
CL
COLGATE PALMOLIVE CO
+$651.9K
16,712
+100%
增持
KO
COCA COLA CO
+$648.4K
34,058
+66%
增持
BKNG
BOOKING HOLDINGS INC
+$635.5K
222
+100%
增持
BAC
BANK AMERICA CORP
+$623.2K
21,648
+162%
增持
MRK
MERCK & CO INC
+$623.1K
14,582
+100%
增持
AMAT
APPLIED MATLS INC
+$620.6K
6,630
+193%
增持
PFE
PFIZER INC
+$604.0K
50,014
+100%
增持
WFC
WELLS FARGO CO NEW
+$600.8K
14,306
+100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$600.2K
984
+100%
增持
AVGO
BROADCOM INC
+$594.1K
4,096
+99%
增持
USMV
ISHARES TR
+$587.0K
13,610
+100%
增持
GS
GOLDMAN SACHS GROUP INC
+$584.8K
1,796
+100%
增持
CRM
SALESFORCE INC
+$582.2K
2,976
+97%
建仓
DE
DEERE & CO
+$565.2K
1,334
增持
PEP
PEPSICO INC
+$559.9K
8,394
+99%
增持
GSIE
GOLDMAN SACHS ETF TR
+$519.9K
34,078
+100%
增持
EQIX
EQUINIX INC
+$504.6K
908
+129%
增持
DLR
DIGITAL RLTY TR INC
+$502.0K
4,616
+136%
清仓
DELL
DELL TECHNOLOGIES INC
-$493.6K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$487.2K
1,492
增持
—
NVENT ELECTRIC PLC
+$483.8K
11,084
+187%
增持
—
ACCENTURE PLC IRELAND
+$478.9K
2,736
+100%
增持
QUAL
ISHARES TR
+$468.1K
5,476
+94%
增持
VRT
VERTIV HOLDINGS CO
+$461.4K
7,178
+102%
增持
MS
MORGAN STANLEY
+$458.1K
6,224
+100%
增持
HUBB
HUBBELL INC
+$450.4K
1,832
+148%
建仓
COP
CONOCOPHILLIPS
+$435.8K
4,394
建仓
IWF
ISHARES TR
+$435.3K
1,084
增持
UNH
UNITEDHEALTH GROUP INC
+$431.4K
2,016
+101%
增持
PGR
PROGRESSIVE CORP
+$429.1K
4,236
+83%
建仓
VUG
VANGUARD INDEX FDS
+$424.8K
1,036
增持
EEM
ISHARES TR
+$416.5K
24,160
+87%
建仓
VRSN
VERISIGN INC
+$413.9K
2,000
增持
PTMC
PACER FDS TR
+$413.1K
22,540
+100%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$405.6K
60,196
+100%
建仓
VV
VANGUARD INDEX FDS
+$402.9K
1,494
增持
LPX
LOUISIANA PAC CORP
+$398.6K
8,000
+100%
增持
UNP
UNION PAC CORP
+$397.6K
3,794
+100%
增持
GD
GENERAL DYNAMICS CORP
+$395.0K
3,170
+118%
增持
T
AT&T INC
+$390.6K
33,564
+98%
增持
FTNT
FORTINET INC
+$389.9K
7,000
+100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$388.4K
8,220
+62%
清仓
ES
EVERSOURCE ENERGY
-$383.1K
0
-100%
增持
SYY
SYSCO CORP
+$382.7K
10,224
+100%
增持
SPGI
S&P GLOBAL INC
+$382.1K
1,594
+100%
增持
DUK
DUKE ENERGY CORP NEW
+$369.2K
7,452
+98%
清仓
LOAN
MANHATTAN BRDG CAP INC
-$357.6K
0
-100%
增持
DIS
DISNEY WALT CO
+$346.7K
6,100
+76%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$343.5K
28,250
+100%
清仓
BKR
BAKER HUGHES COMPANY
-$343.2K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$342.8K
8,256
+99%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$333.2K
2,526
+100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$331.6K
12,800
+100%
增持
MAR
MARRIOTT INTL INC NEW
+$325.7K
2,106
+100%
建仓
POET
POET TECHNOLOGIES INC
+$317.0K
53,278
增持
CMI
CUMMINS INC
+$314.4K
1,684
+100%
增持
CAMX
ADVISORS INNER CIRCLE FD
+$308.3K
21,608
+100%
清仓
SBUX
STARBUCKS CORP
-$307.4K
0
-100%
增持
ABBV
ABBVIE INC
+$298.2K
3,926
+94%
增持
GLOF
ISHARES TR
+$291.6K
14,500
+92%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$290.4K
9,052
+100%
增持
SYK
STRYKER CORPORATION
+$286.0K
1,594
+100%
增持
MAA
MID-AMER APT CMNTYS INC
+$277.4K
3,686
+100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$273.5K
15,680
+100%
增持
YUM
YUM BRANDS INC
+$266.9K
4,150
+100%
增持
INTC
INTEL CORP
+$261.1K
31,870
+98%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$255.2K
0
-100%
增持
TFC
TRUIST FINL CORP
+$255.1K
11,550
+101%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$253.0K
0
-100%
增持
MPC
MARATHON PETE CORP
+$247.5K
4,264
+100%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$245.5K
11,140
+88%
增持
BDX
BECTON DICKINSON & CO
+$241.3K
2,440
+88%
增持
NEM
NEWMONT CORP
+$239.9K
17,608
+127%
增持
COST
COSTCO WHSL CORP NEW
+$237.7K
488
+108%
增持
KMB
KIMBERLY-CLARK CORP
+$237.0K
3,956
+100%
清仓
MU
MICRON TECHNOLOGY INC
-$234.7K
0
-100%
增持
—
AON PLC
+$234.2K
1,258
+100%
