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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 1
减持 135
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
RCAT
RED CAT HLDGS INC
-$318.3M
165,260
-99%
减持
IOO
ISHARES TR
-$136.8M
4,376
-100%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$116.2M
0
-100%
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
MDY
SPDR S&P MIDCAP 400 ETF TR
-$84.2M
141,588
-50%
减持
FNDA
SCHWAB STRATEGIC TR
-$82.0M
2,636,391
-49%
减持
DGRW
WISDOMTREE TR
-$74.0M
931,985
-49%
建仓
WELD
TEMA ETF TRUST
+$71.1M
2,095,949
建仓
AUSF
GLOBAL X FDS
+$62.1M
1,423,088
减持
CAPE
DOUBLELINE ETF TRUST
-$57.8M
1,982,264
-50%
减持
SCHK
SCHWAB STRATEGIC TR
-$56.1M
1,994,283
-49%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$43.3M
192,102
-50%
减持
EWX
SPDR INDEX SHS FDS
-$35.7M
615,037
-49%
减持
QQQE
DIREXION SHS ETF TR
-$35.0M
386,838
-49%
减持
IEFA
ISHARES TR
-$34.7M
566,512
-49%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$29.6M
13,248
-95%
减持
AVEM
AMERICAN CENTY ETF TR
-$28.7M
530,367
-49%
减持
AAPL
APPLE INC
-$8.8M
50,249
-37%
减持
DBND
DOUBLELINE ETF TRUST
-$8.0M
187,018
-49%
增持
FDX
FEDEX CORP
+$7.7M
40,359
+440%
减持
MSFT
MICROSOFT CORP
-$7.1M
17,409
-46%
减持
VLUE
ISHARES TR
-$5.6M
44,799
-54%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.2M
13,662
-50%
减持
LLY
ELI LILLY & CO
-$4.3M
6,220
-49%
减持
CGV
TWO RDS SHARED TR
-$3.9M
404,873
-43%
减持
WMT
WALMART INC
-$3.5M
39,184
-49%
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
13,886
-27%
减持
NVDA
NVIDIA CORPORATION
-$3.4M
28,734
-40%
减持
VXUS
VANGUARD STAR FDS
-$3.1M
46,906
-54%
减持
EFA
ISHARES TR
-$3.1M
44,820
-50%
减持
ACWI
ISHARES TR
-$3.1M
25,247
-51%
减持
VTV
VANGUARD INDEX FDS
-$2.9M
17,504
-50%
减持
GOOG
ALPHABET INC
-$2.9M
14,226
-47%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$2.6M
331,939
-50%
减持
VOO
VANGUARD INDEX FDS
-$2.5M
6,048
-42%
减持
JPM
JPMORGAN CHASE & CO.
-$2.5M
11,877
-47%
减持
IYW
ISHARES TR
-$2.3M
13,113
-50%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.9M
2,900
-63%
减持
AZO
AUTOZONE INC
-$1.8M
773
-48%
减持
ORCL
ORACLE CORP
-$1.7M
8,803
-50%
减持
PG
PROCTER AND GAMBLE CO
-$1.7M
9,317
-52%
减持
—
EXXON MOBIL CORP
-$1.6M
16,800
-50%
清仓
ISCF
ISHARES TR
-$1.6M
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.5M
52,834
-54%
减持
HD
HOME DEPOT INC
-$1.5M
6,515
-35%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$1.4M
69,607
-54%
减持
META
META PLATFORMS INC
-$1.4M
2,508
-48%
减持
CVX
CHEVRON CORP NEW
-$1.3M
9,683
-52%
减持
WTAI
WISDOMTREE TR
-$1.3M
53,641
-50%
减持
ARTY
ISHARES TR
-$1.3M
30,735
-50%
减持
GOOGL
ALPHABET INC
-$1.3M
7,437
-43%
减持
AMZN
AMAZON COM INC
-$1.3M
4,599
-53%
减持
AFL
AFLAC INC
-$1.2M
12,302
-50%
减持
SPMD
SPDR SER TR
-$1.1M
19,645
-49%
减持
NFLX
NETFLIX INC
-$959.3K
1,464
-44%
减持
QQQ
INVESCO QQQ TR
-$957.7K
2,031
-46%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$942.1K
4,099
-54%
减持
KO
COCA COLA CO
-$936.6K
16,529
-51%
减持
PSA
PUBLIC STORAGE OPER CO
-$900.0K
3,026
-50%
减持
MRK
MERCK & CO INC
-$896.4K
6,175
-58%
减持
JNJ
JOHNSON & JOHNSON
-$895.4K
6,436
-53%
减持
COHR
COHERENT CORP
-$890.3K
7,150
-50%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$883.1K
46,135
-50%
减持
CL
COLGATE PALMOLIVE CO
-$848.8K
7,156
-57%
减持
RF
REGIONS FINANCIAL CORP NEW
-$838.0K
32,574
-50%
减持
V
VISA INC
-$837.9K
2,939
-50%
减持
ALL
ALLSTATE CORP
-$812.2K
4,550
-50%
减持
CHAT
TIDAL TR II
-$807.9K
17,961
-49%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$796.6K
17,451
-50%
减持
AXP
AMERICAN EXPRESS CO
-$790.6K
2,436
-50%
减持
PFE
PFIZER INC
-$756.2K
22,523
-55%
减持
MCD
MCDONALDS CORP
-$739.8K
2,116
-56%
减持
PEP
PEPSICO INC
-$736.5K
3,600
-57%
减持
EW
EDWARDS LIFESCIENCES CORP
-$719.1K
9,515
-50%
减持
CSCO
CISCO SYS INC
-$646.3K
11,521
-50%
减持
GSIE
GOLDMAN SACHS ETF TR
-$630.2K
14,192
-58%
减持
AVGO
BROADCOM INC
-$599.6K
2,091
-49%
减持
AMAT
APPLIED MATLS INC
-$599.2K
3,301
-50%
减持
CRM
SALESFORCE INC
-$595.4K
1,488
-50%
减持
BKNG
BOOKING HOLDINGS INC
-$591.6K
111
-50%
减持
USMV
ISHARES TR
-$589.1K
6,612
-51%
减持
VRT
VERTIV HOLDINGS CO
-$555.9K
3,596
-50%
建仓
TSLA
TESLA INC
+$538.0K
2,076
减持
—
ACCENTURE PLC IRELAND
-$530.3K
1,385
-49%
建仓
GE
GE AEROSPACE
+$523.4K
2,615
清仓
KMB
KIMBERLY-CLARK CORP
-$518.5K
0
-100%
减持
EEM
ISHARES TR
-$509.3K
11,466
-53%
减持
DAL
DELTA AIR LINES INC DEL
-$508.5K
6,567
-50%
减持
MO
ALTRIA GROUP INC
-$498.4K
11,184
-50%
减持
UNH
UNITEDHEALTH GROUP INC
-$491.7K
1,007
-50%
建仓
VTI
VANGUARD INDEX FDS
+$487.8K
1,775
减持
DLR
DIGITAL RLTY TR INC
-$487.8K
2,308
-50%
减持
EQIX
EQUINIX INC
-$486.0K
454
-50%
减持
BAC
BANK AMERICA CORP
-$483.8K
11,206
-48%
减持
GS
GOLDMAN SACHS GROUP INC
-$482.7K
999
-44%
减持
SCI
SERVICE CORP INTL
-$477.2K
6,007
-50%
减持
QUAL
ISHARES TR
-$465.6K
2,982
-46%
减持
—
NVENT ELECTRIC PLC
-$465.0K
5,542
-50%
减持
HUBB
HUBBELL INC
-$464.3K
916
-50%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$462.0K
492
-50%
减持
UNP
UNION PAC CORP
-$461.2K
1,710
-55%
减持
LPX
LOUISIANA PAC CORP
-$460.5K
4,000
-50%
减持
SRE
SEMPRA
-$456.3K
4,384
-50%
减持
PTMC
PACER FDS TR
-$438.2K
11,366
-50%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$436.1K
30,098
-50%
清仓
IWF
ISHARES TR
-$435.3K
0
-100%
减持
GLOF
ISHARES TR
-$424.1K
4,781
-67%
减持
MS
MORGAN STANLEY
-$418.8K
3,117
-50%
减持
WFC
WELLS FARGO CO NEW
-$416.8K
8,192
-43%
减持
PGR
PROGRESSIVE CORP
-$415.6K
2,118
-50%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$414.1K
4,526
-50%
减持
SYY
SYSCO CORP
-$409.4K
4,962
-51%
减持
KMI
KINDER MORGAN INC DEL
-$405.8K
16,021
-49%
减持
GD
GENERAL DYNAMICS CORP
-$403.2K
1,585
-50%
清仓
VV
VANGUARD INDEX FDS
-$402.9K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$388.9K
797
-50%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$381.1K
4,022
-51%
减持
DIS
DISNEY WALT CO
-$381.0K
3,021
-50%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$360.9K
14,125
-50%
减持
DUK
DUKE ENERGY CORP NEW
-$348.4K
3,726
-50%
减持
MAR
MARRIOTT INTL INC NEW
-$336.6K
1,053
-50%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$336.2K
1,266
-50%
减持
FTNT
FORTINET INC
-$324.4K
3,500
-50%
减持
CMI
CUMMINS INC
-$323.1K
842
-50%
减持
VTR
VENTAS INC
-$317.6K
6,478
-50%
减持
CAMX
ADVISORS INNER CIRCLE FD
-$314.0K
10,604
-51%
减持
INTC
INTEL CORP
-$309.0K
14,531
-54%
减持
SCHW
SCHWAB CHARLES CORP
-$292.2K
4,074
-51%
减持
ABBV
ABBVIE INC
-$288.3K
1,953
-50%
减持
DFAC
DIMENSIONAL ETF TRUST
-$283.7K
7,840
-50%
减持
SYK
STRYKER CORPORATION
-$277.2K
797
-50%
减持
BDX
BECTON DICKINSON & CO
-$274.1K
1,220
-50%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$271.7K
5,570
-50%
减持
T
AT&T INC
-$264.1K
17,685
-47%
减持
TFC
TRUIST FINL CORP
-$262.4K
5,801
-50%
减持
MAA
MID-AMER APT CMNTYS INC
-$260.9K
1,843
-50%
减持
QCOM
QUALCOMM INC
-$256.3K
1,503
-53%
减持
MPC
MARATHON PETE CORP
-$255.1K
2,332
-45%
减持
DE
DEERE & CO
-$251.2K
669
-50%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$250.2K
7,990
-38%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$249.6K
4,092
减持
LPLA
LPL FINL HLDGS INC
-$243.1K
746
-50%
减持
MOAT
VANECK ETF TRUST
-$242.1K
2,597
-49%
减持
ELV
ELEVANCE HEALTH INC
-$238.9K
789
-50%
减持
CCOR
LISTED FD TR
-$232.6K
9,490
-50%
减持
YUM
YUM BRANDS INC
-$230.2K
2,075
-50%
减持
MDLZ
MONDELEZ INTL INC
-$228.4K
4,426
-50%
建仓
OKE
ONEOK INC NEW
+$225.6K
2,274
减持
COST
COSTCO WHSL CORP NEW
-$224.4K
235
-52%
建仓
GLD
SPDR GOLD TR
+$221.9K
770
建仓
ABT
ABBOTT LABS
+$221.8K
1,672
