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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 125 项
建仓 8
增持 39
减持 66
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
OEF
ISHARES S&P 100 INDEX FUND
-$7.2M
0
-100%
建仓
SHY
ISHARES TR
+$7.1M
87,193
增持
SHYG
ISHARES TR
+$3.3M
89,643
+850%
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
FALN
ISHARES TR
-$3.2M
44,136
-75%
增持
PDEC
INNOVATOR ETFS TR
+$3.1M
217,325
+82%
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$2.6M
54,094
减持
IVV
ISHARES TR
+$2.5M
112,840
-1%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.3M
31,865
增持
USMV
ISHARES TR
+$2.1M
331,625
+0%
减持
EFV
ISHARES TR
+$2.0M
283,586
-1%
清仓
PJUL
INNOVATOR ETFS TR US EQTY PWR BUF
-$1.9M
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$1.1M
7,084
减持
ESGU
ISHARES TR
+$1.0M
342,615
-3%
增持
DGRO
ISHARES TR
+$988.7K
148,472
+3%
建仓
RSG
REPUBLIC SVCS INC
+$965.3K
7,483
增持
HDV
ISHARES TR
+$847.6K
65,142
+0%
增持
KO
COCA COLA CO
+$734.1K
22,980
+77%
减持
AAPL
APPLE INC
-$709.5K
83,723
-0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$707.4K
151,115
+1%
清仓
PYPL
PAYPAL HLDGS INC COM
-$701.0K
0
-100%
增持
TSLA
TESLA INC
-$693.9K
6,885
+18%
增持
PFE
PFIZER INC
+$677.0K
54,531
+13%
减持
COP
CONOCOPHILLIPS
-$669.8K
8,607
-48%
建仓
WCN
WASTE CONNECTIONS INC
+$657.1K
4,957
清仓
POCT
INNOVATOR ETFS TR US EQTY PWR BUF
-$650.0K
0
-100%
清仓
UNP
UNION PAC CORP COM
-$645.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$642.8K
25,932
-0%
减持
CTRA
COTERRA ENERGY INC
-$626.8K
36,564
-37%
减持
AMZN
AMAZON COM INC
-$620.4K
16,781
-7%
减持
IYE
ISHARES TR
+$598.2K
85,882
-1%
减持
SBUX
STARBUCKS CORP
-$571.7K
3,049
-71%
增持
PNOV
INNOVATOR ETFS TR
+$557.1K
41,772
+66%
减持
IJR
ISHARES TR
+$505.6K
77,264
-1%
减持
DIS
DISNEY WALT CO
-$455.1K
2,483
-65%
清仓
DOW
DOW INC COM
-$454.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$407.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$403.4K
16,579
-5%
增持
MDLZ
MONDELEZ INTL INC
+$393.4K
32,716
+0%
减持
MRK
MERCK & CO INC
+$362.5K
19,427
-7%
清仓
SHW
SHERWIN-WILLIAMS CO
-$331.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$316.7K
15,423
-1%
增持
COST
COSTCO WHSL CORP NEW
+$293.1K
2,182
+45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$284.1K
10,036
-5%
增持
LQD
ISHARES TR
+$280.9K
85,683
+0%
减持
IEFA
ISHARES TR
+$271.0K
32,255
-1%
减持
SNY
SANOFI
+$260.4K
28,977
-4%
清仓
—
KELLOGG COMPANY COM USD0.25
-$242.0K
0
-100%
建仓
DE
DEERE & CO
+$229.4K
535
减持
—
BLACKROCK INC
+$223.5K
2,036
-9%
建仓
—
VMWARE INC
+$220.7K
1,798
增持
—
EXXON MOBIL CORP
+$214.5K
7,455
+7%
减持
CVX
CHEVRON CORP NEW
+$206.9K
6,245
-2%
清仓
AMT
AMERICAN TOWER CORP NEW COM
-$202.0K
0
-100%
增持
PJAN
INNOVATOR ETFS TR
+$201.5K
65,423
+3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$199.5K
69,864
-5%
减持
MCD
MCDONALDS CORP
+$196.0K
7,522
-3%
减持
CSCO
CISCO SYS INC
+$168.2K
23,197
-1%
清仓
F
FORD MTR CO DEL COM
-$164.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$163.9K
15,526
-2%
减持
HD
HOME DEPOT INC
+$159.1K
4,946
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$152.8K
7,981
+5%
减持
FLO
FLOWERS FOODS INC
+$150.9K
43,560
-2%
增持
DIVY
TIDAL ETF TR
+$141.9K
28,508
+11%
增持
NFLX
NETFLIX INC
+$137.1K
1,323
+23%
清仓
THW
TEKLA WORLD HEALTHCARE FD BEN INT SHS
-$134.0K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
+$131.4K
3,979
-2%
增持
RITM
RITHM CAPITAL CORP
+$130.5K
118,425
+3%
减持
CTAS
CINTAS CORP
+$105.6K
4,491
-9%
减持
HON
HONEYWELL INTL INC
+$102.4K
2,223
-1%
减持
PEP
PEPSICO INC
+$101.7K
8,821
-4%
增持
AZO
AUTOZONE INC
+$97.9K
248
+4%
增持
TIP
ISHARES TR
+$94.2K
44,564
+1%
减持
META
META PLATFORMS INC
-$91.7K
2,521
-13%
增持
MCK
MCKESSON CORP
+$88.7K
2,465
+0%
减持
WMT
WALMART INC
+$88.4K
14,188
-4%
减持
LECO
LINCOLN ELEC HLDGS INC
-$86.2K
4,766
-23%
增持
DUK
DUKE ENERGY CORP NEW
+$84.9K
7,966
+1%
减持
IUSB
ISHARES TR
-$82.5K
344,132
-1%
减持
V
VISA INC
+$79.2K
6,614
-9%
减持
PGR
PROGRESSIVE CORP
+$79.0K
11,481
-5%
减持
ONEQ
FIDELITY COMWLTH TR
-$76.8K
87,430
-1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$70.1K
3,117
-13%
增持
T
AT&T INC
+$66.8K
20,521
+1%
减持
GOVT
ISHARES TR
-$65.7K
507,504
-0%
增持
GOOGL
ALPHABET INC
-$64.3K
11,478
+2%
增持
ABBV
ABBVIE INC
+$63.8K
2,232
+1%
增持
—
AMERICAN EQTY INVT LIFE HLD
+$63.5K
7,289
+1%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$50.5K
8,028
-25%
减持
MA
MASTERCARD INCORPORATED
+$47.1K
1,042
-6%
减持
AMGN
AMGEN INC
+$46.1K
1,427
-2%
减持
PM
PHILIP MORRIS INTL INC
+$44.6K
3,274
-5%
增持
DLTR
DOLLAR TREE INC
+$44.5K
5,009
+3%
减持
MSFT
MICROSOFT CORP
+$44.4K
17,673
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$43.8K
47,514
-6%
减持
NKE
NIKE INC
-$43.1K
1,828
-41%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$40.2K
1,691
-4%
减持
GOOG
ALPHABET INC
-$39.8K
4,240
-2%
减持
PFF
ISHARES TR
-$38.3K
23,900
-2%
减持
BAC
BANK AMERICA CORP
+$36.4K
15,260
-2%
减持
PJUN
INNOVATOR ETFS TR
+$36.2K
43,332
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$31.1K
2,535
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$30.2K
5,337
-6%
减持
PSEP
INNOVATOR ETFS TR
+$29.8K
107,540
-4%
增持
CRM
SALESFORCE INC
+$29.6K
2,003
+24%
减持
DVY
ISHARES TR
+$29.0K
4,826
-6%
增持
CVS
CVS HEALTH CORP
-$26.5K
27,986
+1%
增持
BIL
SPDR SER TR
-$25.3K
4,051
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$22.8K
8,448
+1%
增持
ITOT
ISHARES TR
+$21.7K
3,758
+0%
减持
IGIB
ISHARES TR
+$18.9K
32,496
-1%
减持
MBB
ISHARES TR
+$18.7K
32,632
-1%
减持
NVDA
NVIDIA CORPORATION
+$14.7K
2,399
-13%
减持
MO
ALTRIA GROUP INC
+$9.7K
14,172
-10%
减持
FTEC
FIDELITY COVINGTON TRUST
-$9.3K
2,770
-7%
减持
—
UNILEVER PLC
-$7.0K
8,998
-14%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$5.4K
11,540
+1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$5.0K
10,632
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$4.7K
12,895
+1%
减持
IYY
ISHARES TR
+$4.5K
2,692
-5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.8K
14,733
+0%
减持
PMAY
INNOVATOR ETFS TR
-$2.5K
33,339
-5%
减持
PAPR
INNOVATOR ETFS TR
+$2.4K
31,148
-5%
减持
IGSB
ISHARES TR
+$2.2K
8,154
-1%
增持
—
NEW YORK CMNTY BANCORP INC
+$1.9K
13,590
+0%
减持
AXP
AMERICAN EXPRESS CO
-$231
1,454
-10%
