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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
$597.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 123 项
建仓 10
增持 70
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
GOVT
ISHARES TR US TREAS BD ETF
+$11.6M
509,319
建仓
LQD
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF
+$8.8M
85,397
清仓
EFG
ISHARES TR EAFE GRWTH ETF
-$7.4M
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。
建仓
OEF
ISHARES S&P 100 INDEX FUND
+$7.2M
44,386
减持
FALN
ISHARES TRUST FALLEN ANGELS USD BD ETF
-$5.2M
179,152
-53%
减持
TIP
ISHARES TIPS BOND ETF
-$4.8M
44,324
-47%
清仓
IFRA
ISHARES TR US INFRASTRUC
-$2.5M
0
-100%
增持
PSEP
INNOVATOR ETFS TR US EQTY PWR BUF
+$1.8M
112,047
+133%
减持
ESGU
ISHARES TR ESG AWARE MSCI USA ETF
-$1.7M
352,404
-0%
增持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
+$1.6M
15,609
+922%
增持
CVS
CVS HEALTH CORPORATION COM USD0.01
+$1.6M
27,609
+142%
清仓
WFC
WELLS FARGO CO NEW COM
-$1.5M
0
-100%
增持
EFV
ISHARES TR EAFE VALUE ETF
-$1.4M
285,249
+0%
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.3M
113,980
+2%
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.2M
7,634
建仓
FLO
FLOWERS FOODS INC
+$1.1M
44,550
清仓
ADP
AUTOMATIC DATA PROCESSING INC COM USD0.10
-$990.0K
0
-100%
减持
V
VISA INC
-$862.0K
7,295
-33%
增持
PAUG
INNOVATOR ETFS TR US EQTY PWR BF
+$770.0K
72,104
+75%
增持
USMV
ISHARES TR MSCI USA MIN VOL
-$747.0K
330,419
+3%
增持
IUSB
ISHARES TR CORE TOTAL USD
-$719.0K
349,021
+0%
建仓
DLTR
DOLLAR TREE INC
+$664.0K
4,878
建仓
DIVY
TIDAL ETF TR SOUND EQUITY INM
+$590.0K
25,697
减持
CRM
SALESFORCE INC COM
-$578.0K
1,619
-67%
清仓
VLO
VALERO ENERGY CORP COM
-$519.0K
0
-100%
建仓
AZO
AUTOZONE INC COM USD0.01
+$510.0K
238
增持
DUK
DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0
+$484.0K
7,897
+235%
增持
RITM
RITHM CAPITAL CORP
+$457.0K
114,446
+181%
减持
QCOM
QUALCOMM INC
-$449.0K
3,609
-46%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$414.0K
65,058
+3%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$396.0K
4,047
减持
MA
MASTERCARD INCORPORATED CL A
-$395.0K
1,112
-51%
清仓
—
TWO HBRS INVT CORP COM NEW
-$382.0K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$371.0K
16,498
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
-$364.0K
50,427
+12%
增持
MSFT
MICROSOFT CORP
-$322.0K
18,019
+2%
清仓
DIA
SPDR DOW JONES INDL AVERAGE ET UT SER 1
-$298.0K
0
-100%
减持
MBB
ISHARES TR MBS ETF
-$289.0K
32,826
-3%
减持
PJUN
INNOVATOR ETFS TR US EQTY PWR BUF
-$282.0K
44,164
-16%
增持
POCT
INNOVATOR ETFS TR US EQTY PWR BUF
+$255.0K
14,394
+2%
增持
WMT
WALMART INC COM
+$252.0K
14,824
+8%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
-$249.0K
32,609
-2%
增持
HD
HOME DEPOT INC
+$238.0K
5,086
+19%
减持
NKE
NIKE INC CLASS B COM NPV
-$235.0K
3,100
-36%
增持
TSLA
TESLA INC COM
+$227.0K
5,815
+198%
增持
CTRA
COTERRA ENERGY INC COM
+$227.0K
58,297
+16%
减持
IGIB
ISHARES TR ISHS 5-10YR INVT
-$223.0K
32,937
-7%
清仓
—
MERITOR INC
-$221.0K
0
-100%
增持
AAPL
APPLE INC
+$210.0K
83,850
+1%
清仓
—
VMWARE INC
-$204.0K
0
-100%
增持
—
UNILEVER PLC SPON ADR NEW
+$199.0K
10,500
+84%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
-$197.0K
78,087
+3%
增持
PYPL
PAYPAL HLDGS INC COM
+$186.0K
8,117
+10%
增持
SBUX
STARBUCKS CORP COM USD0.001
+$176.0K
10,379
+13%
减持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
-$159.0K
88,316
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
+$157.0K
10,541
+8%
减持
PDEC
INNOVATOR ETFS TR US EQTY PWR BUF
-$153.0K
119,245
-3%
减持
IGSB
ISHARES TR ISHS 1-5YR INVS
-$138.0K
8,198
-24%
增持
PEP
PEPSICO INC
+$128.0K
9,160
+12%
增持
MRK
MERCK &CO. INC COM
+$126.0K
20,784
+14%
减持
META
META PLATFORMS INC CLASS A COMMON STOCK
-$121.0K
2,913
-9%
建仓
—
NEW YORK COMMUNITY BANCORP INC COM USD0.01
+$115.0K
13,523
增持
IYE
ISHARES DOW JONES US ENERGY SECTOR FUND
+$109.0K
86,344
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV
-$104.0K
73,715
+1%
增持
T
AT&T INC COM USD1
-$103.0K
20,309
+3%
清仓
CLM
CORNERSTONE STRATEGIC VALUE FD COM
-$100.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$94.0K
6,968
+16%
增持
MDLZ
MONDELEZ INTL INC COM NPV
+$93.0K
32,564
+19%
增持
PNC
PNC FINANCIAL SERVICES GROUP COM USD5
+$91.0K
2,464
+39%
增持
SNY
SANOFI ADR REP 1 1/2 ORD
-$88.0K
30,030
+22%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$80.0K
11,261
+2021%
增持
JPM
JPMORGAN CHASE & CO
+$77.0K
17,400
+12%
增持
PG
PROCTER AND GAMBLE CO COM
-$75.0K
26,020
+11%
增持
CSCO
CISCO SYSTEMS INC
+$75.0K
23,378
+16%
增持
PFE
PFIZER INC
+$72.0K
48,330
+24%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$70.0K
5,161
-3%
增持
GOOG
ALPHABET INC CAP STK CL C
-$67.0K
4,333
+1861%
增持
JNJ
JOHNSON &JOHNSON COM USD1.00
-$67.0K
15,816
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$64.0K
5,668
-1%
增持
DGRO
ISHARES TRUST CORE DIVID GWTH
+$59.0K
144,522
+8%
增持
GD
GENERAL DYNAMICS CORP COM USD1.00
+$57.0K
4,048
+12%
减持
NFLX
NETFLIX INC
-$54.0K
1,077
-39%
减持
CTAS
CINTAS CORP
+$51.0K
4,955
-1%
增持
UNP
UNION PAC CORP COM
+$46.0K
3,300
+17%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$41.0K
149,099
+8%
减持
FDL
FIRST TR MORNINGSTAR DIVID LEA SHS
-$40.0K
10,734
-2%
减持
SHW
SHERWIN-WILLIAMS CO
-$38.0K
1,618
-2%
增持
AMT
AMERICAN TOWER CORP NEW COM
-$38.0K
945
+1%
减持
AMZN
AMAZON.COM INC
-$36.0K
17,965
-8%
增持
MCK
MCKESSON CORP
+$35.0K
2,462
+0%
减持
CVX
CHEVRON CORP NEW COM
-$32.0K
6,364
-3%
增持
VCIT
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF
-$31.0K
8,354
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$30.0K
2,772
+37%
减持
IYY
ISHARES DOW JONES US ETF
-$28.0K
2,824
-5%
增持
PFF
ISHARES TR PFD AND INCM SEC
-$28.0K
24,281
+0%
减持
AMGN
AMGEN INC
-$27.0K
1,458
-0%
增持
—
BLACKROCK INC COM USD0.01
+$26.0K
2,229
+13%
增持
KO
COCA-COLA CO
+$25.0K
12,973
+16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$25.0K
1,762
+4%
增持
DOW
DOW INC COM
-$25.0K
10,325
+11%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$23.0K
2,989
-2%
减持
SHYG
ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN US46434V4077 SEDOL BFS2LL0
-$22.0K
9,440
-4%
增持
PM
PHILIP MORRIS INTERNATIONAL INC COM NPV
-$17.0K
3,461
+12%
增持
THW
TEKLA WORLD HEALTHCARE FD BEN INT SHS
-$15.0K
10,483
+1%
增持
MO
ALTRIA GROUP INC
-$15.0K
15,797
+1%
增持
MCD
MCDONALD S CORP
-$14.0K
7,757
+6%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
-$14.0K
3,740
+1%
增持
ABBV
ABBVIE INC COM USD0.01
-$14.0K
2,214
+9%
减持
PGR
PROGRESSIVE CORP COM
-$12.0K
12,136
-1%
减持
AXP
AMERICAN EXPRESS CO COM USD0.20
-$11.0K
1,619
-1%
减持
LULU
LULULEMON ATHLETICA INC COM USD0.005
-$9.0K
1,134
-5%
增持
DIS
DISNEY WALT CO COM
+$9.0K
7,113
+1%
增持
PJUL
INNOVATOR ETFS TR US EQTY PWR BUF
-$9.0K
64,975
+2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CB
-$7.0K
11,474
+0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2027 CB
-$7.0K
10,588
+0%
增持
HON
HONEYWELL INTERNATIONAL INC COM USD1
-$7.0K
2,244
+2%
减持
F
FORD MTR CO DEL COM
-$6.0K
14,566
-5%
减持
LECO
LINCOLN ELECTRIC HOLDINGS INC
+$6.0K
6,167
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2024 CB
-$5.0K
14,694
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CB
-$5.0K
12,807
+1%
增持
—
KELLOGG COMPANY COM USD0.25
-$4.0K
3,485
+1%
增持
BAC
BK OF AMERICA CORP COM
-$3.0K
15,534
+2%
增持
COST
COSTCO WHOLESALE CORP COM USD0.01
-$3.0K
1,500
+1%