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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 128 项
建仓 17
增持 59
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
ISHARES TR
+$24.1M
194,230
减持
ESGU
ISHARES TR
-$19.2M
109,092
-68%
减持
IUSB
ISHARES TR
-$14.5M
20,045
-94%
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
EFG
ISHARES TR
+$13.2M
140,705
增持
MBB
ISHARES TR
+$8.1M
117,289
+259%
增持
IVV
ISHARES TR
+$7.2M
122,984
+9%
减持
SHY
ISHARES TR
-$6.7M
4,588
-95%
减持
HDV
ISHARES TR
-$6.4M
3,372
-95%
建仓
OEF
ISHARES TR
+$6.1M
32,560
减持
LQD
ISHARES TR
-$5.4M
33,095
-61%
减持
IJR
ISHARES TR
-$4.5M
28,907
-63%
减持
IYE
ISHARES TR
-$3.8M
5,352
-94%
减持
EFV
ISHARES TR
-$3.5M
196,458
-31%
减持
TIP
ISHARES TR
-$2.9M
16,362
-63%
减持
SHYG
ISHARES TR
-$2.9M
19,258
-79%
清仓
FLTB
FIDELITY MERRIMACK STR TR
-$2.6M
0
-100%
减持
USMV
ISHARES TR
-$2.4M
295,499
-11%
增持
—
UNILEVER PLC
+$2.1M
49,288
+448%
减持
AAPL
APPLE INC
+$2.0M
77,837
-7%
建仓
EWU
ISHARES TR
+$1.5M
45,032
清仓
SNY
SANOFI
-$1.4M
0
-100%
清仓
FLO
FLOWERS FOODS INC
-$1.3M
0
-100%
建仓
HAS
HASBRO INC
+$1.2M
22,422
建仓
SWK
STANLEY BLACK & DECKER INC
+$1.2M
14,871
清仓
WM
WASTE MGMT INC DEL
-$1.1M
0
-100%
增持
PFEB
INNOVATOR ETFS TR
+$1.1M
86,678
+68%
清仓
GD
GENERAL DYNAMICS CORP
-$989.4K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$965.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$920.9K
18,641
+62%
清仓
CTRA
COTERRA ENERGY INC
-$898.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$881.5K
17,756
+0%
建仓
NSC
NORFOLK SOUTHN CORP
+$780.2K
3,680
建仓
PSX
PHILLIPS 66
+$759.2K
7,476
增持
COP
CONOCOPHILLIPS
+$739.1K
17,693
+106%
建仓
QCOM
QUALCOMM INC
+$659.0K
5,165
清仓
WCN
WASTE CONNECTIONS INC
-$657.1K
0
-100%
增持
TSLA
TESLA INC
+$638.8K
7,167
+4%
清仓
AZO
AUTOZONE INC
-$607.9K
0
-100%
减持
ONEQ
FIDELITY COMWLTH TR
+$583.8K
86,880
-1%
建仓
SHEL
SHELL PLC
+$582.8K
10,126
减持
CTAS
CINTAS CORP
-$560.9K
3,173
-29%
建仓
TXN
TEXAS INSTRS INC
+$547.4K
2,943
增持
PMAR
INNOVATOR ETFS TR
+$500.7K
44,446
+47%
减持
MO
ALTRIA GROUP INC
-$441.1K
4,629
-67%
增持
CVS
CVS HEALTH CORP
-$386.1K
29,907
+7%
建仓
F
FORD MTR CO DEL
+$380.1K
30,169
增持
AMZN
AMAZON COM INC
+$368.6K
17,216
+3%
增持
FDVV
FIDELITY COVINGTON TRUST
+$356.4K
157,370
+4%
增持
PEP
PEPSICO INC
+$335.0K
10,579
+20%
清仓
PM
PHILIP MORRIS INTL INC
-$331.6K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$318.7K
2,410
+0%
建仓
PTON
PELOTON INTERACTIVE INC
+$317.1K
27,960
清仓
META
META PLATFORMS INC
-$303.3K
0
-100%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$293.5K
0
-100%
增持
CSCO
CISCO SYS INC
+$278.2K
26,466
+14%
增持
UPS
UNITED PARCEL SERVICE INC
+$275.9K
8,577
+7%
减持
PNOV
INNOVATOR ETFS TR
-$240.6K
32,091
-23%
增持
MCD
MCDONALDS CORP
+$228.2K
7,905
+5%
建仓
DVN
DEVON ENERGY CORP NEW
+$217.2K
4,293
建仓
VUG
VANGUARD INDEX FDS
+$216.6K
868
减持
GOVT
ISHARES TR
-$215.5K
483,975
-5%
增持
PG
PROCTER AND GAMBLE CO
+$208.6K
27,831
+7%
增持
DGRO
ISHARES TR
+$206.6K
152,638
+3%
减持
PDEC
INNOVATOR ETFS TR
+$195.2K
212,750
-2%
减持
HON
HONEYWELL INTL INC
-$195.1K
1,473
-34%
增持
PGR
PROGRESSIVE CORP
+$190.5K
11,742
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$178.1K
52,719
+11%
建仓
HTGC
HERCULES CAPITAL INC
+$159.5K
12,375
增持
WMT
WALMART INC
+$155.4K
14,693
+4%
建仓
KEY
KEYCORP
+$155.2K
12,396
增持
MDLZ
MONDELEZ INTL INC
+$151.6K
33,439
+2%
减持
RITM
RITHM CAPITAL CORP
-$132.2K
104,412
-12%
增持
V
VISA INC
+$128.0K
6,663
+1%
增持
MRK
MERCK & CO INC
+$126.7K
21,449
+10%
减持
IEFA
ISHARES TR
+$121.9K
31,564
-2%
增持
PFE
PFIZER INC
+$121.0K
71,443
+31%
减持
PSEP
INNOVATOR ETFS TR
+$117.0K
106,351
-1%
减持
CRM
SALESFORCE INC
+$99.4K
1,827
-9%
减持
IGSB
ISHARES TR
-$97.8K
6,102
-25%
增持
JNJ
JOHNSON & JOHNSON
-$91.3K
17,104
+10%
增持
COST
COSTCO WHSL CORP NEW
+$90.2K
2,188
+0%
增持
GOOG
ALPHABET INC
+$86.7K
4,451
+5%
减持
DVY
ISHARES TR
-$80.3K
4,282
-11%
增持
HD
HOME DEPOT INC
+$79.7K
5,564
+12%
减持
PAPR
INNOVATOR ETFS TR
-$73.8K
27,228
-13%
增持
CVX
CHEVRON CORP NEW
-$68.3K
6,450
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$68.1K
5,841
+9%
减持
NFLX
NETFLIX INC
+$62.8K
1,311
-1%
增持
IGIB
ISHARES TR
+$62.5K
32,596
+0%
增持
—
BLACKROCK INC
-$58.6K
2,073
+2%
减持
FTEC
FIDELITY COVINGTON TRUST
+$51.8K
2,751
-1%
减持
MCK
MCKESSON CORP
-$47.7K
2,463
-0%
减持
IYY
ISHARES TR
-$47.5K
2,038
-24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$47.3K
33,754
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$47.2K
10,193
+2%
减持
MCO
MOODYS CORP
+$39.3K
4,637
-6%
减持
LULU
LULULEMON ATHLETICA INC
+$39.1K
1,105
-3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$39.0K
69,255
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$38.4K
1,682
-1%
增持
JPM
JPMORGAN CHASE & CO
-$36.5K
16,775
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$36.2K
16,294
+6%
增持
DLTR
DOLLAR TREE INC
+$35.8K
5,185
+4%
增持
BAC
BANK AMERICA CORP
-$34.2K
16,476
+8%
减持
DIS
DISNEY WALT CO
+$32.6K
2,480
-0%
增持
FALN
ISHARES TR
+$30.3K
44,184
+0%
减持
PJAN
INNOVATOR ETFS TR
-$26.7K
61,270
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$26.5K
8,493
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$25.3K
3,354
+32%
减持
DIVY
TIDAL ETF TR
-$25.2K
27,613
-3%
增持
MA
MASTERCARD INCORPORATED
+$24.7K
1,065
+2%
增持
ITOT
ISHARES TR
+$23.0K
3,772
+0%
增持
KO
COCA COLA CO
-$20.6K
23,234
+1%
增持
AMGN
AMGEN INC
-$20.4K
1,465
+3%
增持
T
AT&T INC
+$20.1K
20,668
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$18.3K
8,319
+4%
增持
PFF
ISHARES TR
+$16.7K
23,906
+0%
增持
—
NEW YORK CMNTY BANCORP INC
+$15.8K
14,679
+8%
增持
NKE
NIKE INC
+$12.6K
1,849
+1%
增持
ABBV
ABBVIE INC
+$11.8K
2,338
+5%
增持
DE
DEERE & CO
-$8.1K
536
+0%
减持
BIL
SPDR SER TR
-$5.3K
3,976
-2%
减持
SBUX
STARBUCKS CORP
+$5.0K
2,950
-3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$4.2K
10,681
+0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$4.0K
11,609
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.7K
12,991
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.4K
14,777
+0%
增持
—
EXXON MOBIL CORP
+$2.0K
7,518
+1%
减持
AXP
AMERICAN EXPRESS CO
+$1.1K
1,308
-10%
