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Relyea Zuckerberg Hanson LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Relyea Zuckerberg Hanson LLC
报告期 2026-03-31 · CIK 0001793691
持仓数
276
前50大市值合计
$824.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 45
增持 70
减持 27
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$23.1M
420,670
+6%
增持
VTV
VANGUARD INDEX FDS
+$19.0M
886,174
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.5M
845,916
+27%
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
VWO
VANGUARD INTL EQUITY INDEX F
-$11.0M
75,066
-79%
增持
IWF
ISHARES TR
+$9.8M
219,576
+3%
增持
EMXC
ISHARES INC
+$5.0M
126,710
+212%
增持
ESGU
ISHARES TR
+$5.0M
125,288
+44%
增持
PG
PROCTER AND GAMBLE CO
+$4.9M
52,188
+181%
增持
MSFT
MICROSOFT CORP
+$4.7M
61,276
+6%
增持
ARKW
ARK ETF TR
+$4.5M
145,110
+20%
减持
IWD
ISHARES TR
+$3.6M
427,302
-3%
增持
AAPL
APPLE INC
+$3.6M
157,616
+1%
建仓
SPYV
SPDR SER TR
+$3.3M
70,496
增持
VBR
VANGUARD INDEX FDS
+$2.7M
107,536
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$2.6M
43,788
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$2.5M
40,208
-57%
减持
IEMG
ISHARES INC
-$2.2M
74,944
-41%
增持
IEFA
ISHARES TR
+$2.2M
134,196
+19%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
22,924
+14%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.1M
2
-67%
增持
V
VISA INC
+$2.0M
17,302
+61%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.9M
63,028
+3%
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
36,674
+18%
增持
AMZN
AMAZON COM INC
+$1.7M
54,370
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
14,362
-24%
清仓
ESGE
ISHARES INC
-$1.5M
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.5M
11,290
+138%
增持
ESGD
ISHARES TR
+$1.3M
100,918
+11%
建仓
AIQ
GLOBAL X FDS
+$1.3M
40,728
增持
MCD
MCDONALDS CORP
+$1.2M
11,204
+42%
增持
ESML
ISHARES TR
+$1.2M
68,346
+69%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.2M
115,402
-6%
减持
VTI
VANGUARD INDEX FDS
+$1.2M
55,272
-2%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
8,580
+43%
增持
SPYG
SPDR SER TR
+$1.2M
186,952
+1%
减持
EEM
ISHARES TR
-$1.2M
17,864
-64%
增持
GLD
SPDR GOLD TR
+$1.1M
28,696
+13%
减持
VBK
VANGUARD INDEX FDS
+$1.1M
67,072
-5%
减持
IDEV
ISHARES TR
+$1.1M
263,072
-2%
增持
QQQ
INVESCO QQQ TR
+$1.1M
11,388
+13%
建仓
MUB
ISHARES TR
+$971.4K
8,960
建仓
TTEK
TETRA TECH INC NEW
+$922.5K
5,526
清仓
QTUM
ETF SER SOLUTIONS
-$919.0K
0
-100%
增持
INTC
INTEL CORP
+$885.9K
34,702
+44%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$877.8K
37,266
+36%
增持
SGOV
ISHARES TR
+$864.9K
22,166
+64%
建仓
RTX
RTX CORPORATION
+$800.1K
9,508
减持
ARKK
ARK ETF TR
-$785.9K
140,536
-32%
清仓
NUEM
NUSHARES ETF TR
-$758.7K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$728.6K
10,406
+2%
建仓
UPS
UNITED PARCEL SERVICE INC
+$726.7K
4,622
增持
META
META PLATFORMS INC
+$719.9K
9,260
+9%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$711.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$711.0K
1,568
减持
NUSC
NUSHARES ETF TR
-$687.6K
53,100
-33%
减持
IWN
ISHARES TR
-$679.3K
19,952
-28%
建仓
QCOM
QUALCOMM INC
+$677.7K
4,686
增持
UNH
UNITEDHEALTH GROUP INC
+$654.5K
12,536
+6%
增持
SYK
STRYKER CORPORATION
+$653.7K
4,696
+71%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$647.4K
58,854
建仓
PGR
PROGRESSIVE CORP
+$632.7K
3,972
增持
ABT
ABBOTT LABS
+$628.7K
16,788
+33%
建仓
ZTS
ZOETIS INC
+$601.7K
3,048
增持
AVGO
BROADCOM INC
+$575.9K
1,738
+6%
增持
UNP
UNION PAC CORP
+$554.8K
9,206
+10%
建仓
WFC
WELLS FARGO CO NEW
+$554.0K
11,254
建仓
WM
WASTE MGMT INC DEL
+$553.1K
3,088
增持
ECL
ECOLAB INC
+$551.2K
4,844
+100%
建仓
CL
COLGATE PALMOLIVE CO
+$545.5K
6,844
清仓
—
MEDTRONIC PLC
-$531.1K
0
-100%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$527.2K
44,606
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$513.9K
2,822
建仓
C
CITIGROUP INC
+$499.2K
9,704
建仓
—
BLACKROCK INC
+$492.1K
606
建仓
CLX
CLOROX CO DEL
+$487.1K
3,416
建仓
NOW
SERVICENOW INC
+$474.8K
672
建仓
NYF
ISHARES TR
+$474.6K
8,774
建仓
QUAL
ISHARES TR
+$474.1K
3,222
建仓
SCHG
SCHWAB STRATEGIC TR
+$456.3K
5,500
增持
VGT
VANGUARD WORLD FDS
+$454.1K
4,650
+7%
增持
—
EXXON MOBIL CORP
+$453.3K
45,870
+31%
建仓
ICF
ISHARES TR
+$446.3K
7,600
增持
GOOGL
ALPHABET INC
+$439.7K
44,784
+1%
减持
DHR
DANAHER CORPORATION
-$438.0K
2,862
-35%
建仓
IRM
IRON MTN INC DEL
+$436.9K
6,242
清仓
SUB
ISHARES TR
-$431.9K
0
-100%
清仓
MMM
3M CO
-$427.1K
0
-100%
建仓
TJX
TJX COS INC NEW
+$424.0K
4,520
建仓
IWR
ISHARES TR
+$422.0K
5,428
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$419.3K
18,376
建仓
STT
STATE STR CORP
+$419.1K
5,410
建仓
MPC
MARATHON PETE CORP
+$418.1K
2,818
增持
GOOG
ALPHABET INC
+$417.3K
21,566
+8%
建仓
PNC
PNC FINL SVCS GROUP INC
+$414.4K
2,676
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$410.1K
1,008
清仓
AVUV
AMERICAN CENTY ETF TR
-$409.9K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$407.0K
7,084
增持
AMD
ADVANCED MICRO DEVICES INC
+$402.9K
7,574
+9%
建仓
CVS
CVS HEALTH CORP
+$402.1K
5,092
建仓
DVY
ISHARES TR
+$400.4K
3,416
增持
HD
HOME DEPOT INC
+$397.1K
7,520
+3%
增持
JNJ
JOHNSON & JOHNSON
+$374.3K
32,294
+7%
增持
COST
COSTCO WHSL CORP NEW
+$368.4K
3,742
+1%
建仓
KMI
KINDER MORGAN INC DEL
+$365.4K
20,712
增持
EMR
EMERSON ELEC CO
+$360.7K
10,770
+51%
增持
SCHX
SCHWAB STRATEGIC TR
+$347.5K
58,064
+0%
减持
BA
BOEING CO
+$344.8K
5,338
-2%
增持
SBUX
STARBUCKS CORP
+$344.7K
9,984
+48%
减持
SUSA
ISHARES TR
+$331.0K
61,478
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$330.7K
23,772
+6%
减持
ESGV
VANGUARD WORLD FD
+$321.4K
79,160
-7%
减持
PFE
PFIZER INC
-$313.0K
21,190
-24%
建仓
—
BLACKROCK MUNIHOLDINGS QUALI
+$299.3K
29,874
增持
AMAT
APPLIED MATLS INC
+$296.8K
12,552
+0%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$296.5K
25,476
增持
CRM
SALESFORCE INC
+$292.0K
3,844
+8%
增持
ADBE
ADOBE INC
+$289.2K
2,206
+10%
建仓
XMVFX
BLACKROCK MUNIVEST FD INC
+$284.2K
39,916
建仓
VKQ
INVESCO MUNICIPAL TRUST
+$277.1K
29,078
建仓
—
BLACKROCK MUN INCOME TR
+$275.3K
27,338
建仓
VKI
INVESCO ADVANTAGE MUN INCOME
+$274.1K
32,442
建仓
DSM
BNY MELLON STRATEGIC MUN BD
+$273.5K
47,906
增持
AMGN
AMGEN INC
+$266.3K
2,690
+42%
增持
WMT
WALMART INC
+$261.2K
8,768
+25%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$256.1K
2,424
+19%
增持
PPG
PPG INDS INC
+$255.5K
10,166
+4%
减持
IAU
ISHARES GOLD TR
-$251.0K
64,354
-18%
减持
CVX
CHEVRON CORP NEW
-$250.1K
10,216
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$245.3K
16,112
+0%
增持
NKE
NIKE INC
+$245.2K
7,548
+26%
减持
SBCF
SEACOAST BKG CORP FLA
+$236.3K
50,462
-8%
减持
HSY
HERSHEY CO
-$235.1K
2,864
-25%
增持
MA
MASTERCARD INCORPORATED
+$231.1K
6,774
+1%
增持
BX
BLACKSTONE INC
+$228.4K
5,776
+17%
增持
DIS
DISNEY WALT CO
+$225.7K
12,202
+13%
建仓
—
BLACKROCK MUNIVEST FD II INC
+$225.5K
20,940
增持
IVV
ISHARES TR
+$222.2K
3,362
+4%
增持
MCO
MOODYS CORP
+$222.0K
1,726
+21%
增持
LLY
ELI LILLY & CO
+$222.0K
4,754
+0%
减持
IWO
ISHARES TR
+$219.4K
19,782
-7%
增持
ORCL
ORACLE CORP
+$217.1K
9,082
+30%
建仓
IQI
INVESCO QUALITY MUN INCOME T
+$216.7K
22,790
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$213.1K
6,718
+12%
减持
VIOV
VANGUARD ADMIRAL FDS INC
+$212.8K
23,214
-3%
减持
HON
HONEYWELL INTL INC
+$207.1K
10,082
-2%
减持
MS
MORGAN STANLEY
+$203.4K
22,730
-3%
增持
NSC
NORFOLK SOUTHN CORP
+$195.7K
3,074
+14%
增持
VB
VANGUARD INDEX FDS
+$194.7K
3,380
+21%
增持
ABBV
ABBVIE INC
+$183.7K
18,604
+3%
增持
ARKG
ARK ETF TR
+$183.4K
23,322
+12%
