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Lineweaver Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Lineweaver Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001797873

持仓数

168

前50大市值合计

$597.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$65.5M

100,233

11.0%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$38.5M

843,285

6.4%

SMTH ALPS ETF TR

SMITH CORE PLUS

$37.8M

1,465,774

6.3%

AGG ISHARES TR

CORE US AGGBD ET

$36.5M

367,543

6.1%

QUAL ISHARES TR

MSCI USA QLT FCT

$29.5M

153,714

4.9%

USMV ISHARES TR

MSCI USA MIN VOL

$29.4M

317,175

4.9%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$26.9M

584,811

4.5%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$26.8M

517,003

4.5%

AAPL APPLE INC

COM

$23.0M

90,777

3.9%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$18.7M

322,178

3.1%

JIVE J P MORGAN EXCHANGE TRADED F

JPMORGAN INTL VL

$15.9M

185,180

2.7%

EFV ISHARES TR

EAFE VALUE ETF

$15.1M

203,486

2.5%

IEMG ISHARES INC

CORE MSCI EMKT

$14.0M

200,011

2.3%

PJUN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$12.6M

300,288

2.1%

AVGO BROADCOM INC

COM

$11.3M

36,639

1.9%

NVDA NVIDIA CORPORATION

COM

$10.5M

59,971

1.7%

MSFT MICROSOFT CORP

COM

$9.9M

26,829

1.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$9.3M

19,395

1.6%

JPM JPMORGAN CHASE & CO

COM

$8.2M

28,000

1.4%

DGRO ISHARES TR

CORE DIV GRWTH

$8.1M

115,707

1.4%

IAU ISHARES GOLD TR

ISHARES NEW

$8.1M

91,739

1.4%

GSEW GOLDMAN SACHS ETF TR

EQUAL WEIGHT US

$7.6M

90,043

1.3%

MTUM ISHARES TR

MSCI USA MMENTM

$7.2M

30,169

1.2%

PSTP INNOVATOR ETFS TRUST

POWER BUFFER SET

$7.1M

206,063

1.2%

GOOGL ALPHABET INC

CAP STK CL A

$6.6M

23,038

1.1%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$6.6M

199,750

1.1%

— EXXON MOBIL CORP

COM

$6.2M

36,386

1.0%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$6.0M

108,448

1.0%

TSLA TESLA INC

COM

$5.7M

15,415

1.0%

AMZN AMAZON COM INC

COM

$5.7M

27,382

1.0%

JNJ JOHNSON & JOHNSON

COM

$5.7M

23,189

0.9%

ITA ISHARES TR

US AER DEF ETF

$5.5M

25,016

0.9%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$5.0M

73,895

0.8%

ONEQ FIDELITY COMWLTH TR

NASDAQ COMPSIT

$5.0M

59,279

0.8%

DELL DELL TECHNOLOGIES INC

CL C

$4.9M

29,973

0.8%

CVX CHEVRON CORPORATION

COM

$4.6M

22,318

0.8%

MCD MCDONALDS CORP

COM

$4.5M

14,595

0.8%

NEE NEXTERA ENERGY INC

COM

$4.4M

47,783

0.7%

CTAS CINTAS CORP

COM

$4.3M

25,129

0.7%

HD HOME DEPOT INC

COM

$4.2M

12,641

0.7%

BLK BLACKROCK INC

COM

$4.1M

4,309

0.7%

MRK MERCK & CO INC

COM

$4.0M

33,644

0.7%

IXUS ISHARES TR

CORE MSCI TOTAL

$3.9M

44,548

0.6%

ABBV ABBVIE INC

COM

$3.5M

16,239

0.6%

CGIC CAPITAL GROUP INTERNATIONAL

SHS

$3.5M

105,872

0.6%

C CITIGROUP INC

COM NEW

$3.3M

29,362

0.6%

PG PROCTER & GAMBLE CO

COM

$3.3M

22,717

0.5%

WMT WALMART INC

COM

$3.2M

25,958

0.5%

PAUG INNOVATOR ETFS TRUST

US EQTY PWR BF

$3.2M

74,853

0.5%

GS GOLDMAN SACHS GROUP INC

COM

$3.1M

3,698

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

IVV11.0%FBND6.4%SMTH6.3%AGG6.1%QUAL4.9%USMV4.9%