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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 122 项
建仓 4
增持 52
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
PJUN
INNOVATOR ETFS TR
+$9.9M
355,752
+721%
增持
IGIB
ISHARES TR
+$9.8M
226,356
+594%
减持
IVV
ISHARES TR
+$3.6M
121,535
-1%
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。
清仓
PSEP
INNOVATOR ETFS TR
-$3.3M
0
-100%
增持
QUAL
ISHARES TR
+$2.9M
200,416
+3%
减持
PDEC
INNOVATOR ETFS TR
-$2.6M
121,831
-43%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.8M
6,794
-87%
减持
AAPL
APPLE INC
+$1.6M
74,213
-5%
建仓
KBE
SPDR SER TR
+$1.2M
33,553
增持
AMZN
AMAZON COM INC
+$1.1M
22,130
+29%
减持
PFEB
INNOVATOR ETFS TR
-$1.1M
47,894
-45%
清仓
PNOV
INNOVATOR ETFS TR
-$1.0M
0
-100%
增持
OEF
ISHARES TR
+$915.0K
33,793
+4%
减持
MSFT
MICROSOFT CORP
+$841.6K
17,505
-1%
增持
EFG
ISHARES TR
+$750.3K
145,985
+4%
增持
PMAY
INNOVATOR ETFS TR
+$730.9K
56,675
+70%
增持
PGR
PROGRESSIVE CORP
+$689.8K
17,901
+52%
减持
PJAN
INNOVATOR ETFS TR
-$629.3K
40,030
-35%
减持
PFE
PFIZER INC
-$617.4K
62,635
-12%
清仓
SHEL
SHELL PLC
-$582.8K
0
-100%
减持
PMAR
INNOVATOR ETFS TR
-$541.0K
26,319
-41%
减持
KO
COCA COLA CO
-$530.7K
15,125
-35%
减持
ONEQ
FIDELITY COMWLTH TR
+$530.0K
86,830
-0%
减持
CTAS
CINTAS CORP
-$490.4K
1,966
-38%
建仓
LMT
LOCKHEED MARTIN CORP
+$403.1K
874
清仓
SHY
ISHARES TR
-$379.5K
0
-100%
增持
DGRO
ISHARES TR
+$364.3K
155,135
+2%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$361.5K
2,417
增持
NVDA
NVIDIA CORPORATION
+$359.4K
2,432
+1%
清仓
HDV
ISHARES TR
-$345.5K
0
-100%
增持
PAPR
INNOVATOR ETFS TR
+$344.8K
37,066
+36%
增持
MBB
ISHARES TR
+$330.7K
122,654
+5%
清仓
PTON
PELOTON INTERACTIVE INC
-$317.1K
0
-100%
减持
IUSB
ISHARES TR
-$313.8K
13,448
-33%
减持
USMV
ISHARES TR
+$302.1K
293,248
-1%
增持
JPM
JPMORGAN CHASE & CO
+$293.3K
17,053
+2%
减持
TSLA
TESLA INC
+$290.6K
6,790
-5%
减持
GOOGL
ALPHABET INC
+$246.1K
18,210
-2%
减持
FDVV
FIDELITY COVINGTON TRUST
+$239.9K
156,843
-0%
清仓
IYE
ISHARES TR
-$234.8K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$217.2K
0
-100%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$206.2K
0
-100%
清仓
IYY
ISHARES TR
-$204.0K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$203.2K
95
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$194.7K
33,541
-1%
减持
LQD
ISHARES TR
-$192.8K
31,769
-4%
增持
MCD
MCDONALDS CORP
+$191.0K
8,055
+2%
减持
MRK
MERCK & CO INC
+$189.0K
21,414
-0%
增持
JNJ
JOHNSON & JOHNSON
+$184.5K
17,130
+0%
增持
HD
HOME DEPOT INC
+$181.5K
5,866
+5%
增持
MCK
MCKESSON CORP
+$178.1K
2,469
+0%
增持
NFLX
NETFLIX INC
+$177.0K
1,430
+9%
增持
RITM
RITHM CAPITAL CORP
+$160.8K
106,536
+2%
减持
ESGU
ISHARES TR
+$145.2K
102,738
-6%
减持
WMT
WALMART INC
+$138.8K
14,672
-0%
增持
CVS
CVS HEALTH CORP
-$137.2K
30,158
+1%
减持
IJR
ISHARES TR
-$125.3K
26,801
-7%
增持
GOVT
ISHARES TR
-$124.8K
488,666
+1%
减持
SWK
STANLEY BLACK & DECKER INC
+$123.8K
14,107
-5%
增持
NSC
NORFOLK SOUTHN CORP
+$123.4K
3,975
+8%
减持
TIP
ISHARES TR
-$121.8K
15,641
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$117.8K
9,575
-6%
减持
HAS
HASBRO INC
+$111.2K
20,305
-9%
增持
ITOT
ISHARES TR
+$109.1K
4,607
+22%
增持
GOOG
ALPHABET INC
+$105.6K
4,699
+6%
减持
SHYG
ISHARES TR
-$101.2K
16,928
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$100.2K
1,666
-1%
增持
EFV
ISHARES TR
+$99.2K
196,839
+0%
增持
COST
COSTCO WHSL CORP NEW
+$99.1K
2,207
+1%
增持
—
BLACKROCK INC
+$96.0K
2,143
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$90.2K
5,928
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$85.1K
4,059
+21%
增持
V
VISA INC
+$82.1K
6,669
+0%
增持
TXN
TEXAS INSTRS INC
+$80.2K
3,474
+18%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$76.0K
67,591
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$76.0K
16,523
+1%
减持
DVY
ISHARES TR
-$70.9K
3,803
-11%
减持
BIL
SPDR SER TR
-$68.2K
3,236
-19%
减持
DIVY
TIDAL ETF TR
-$56.6K
25,649
-7%
增持
—
NEW YORK CMNTY BANCORP INC
+$53.4K
16,553
+13%
减持
COP
CONOCOPHILLIPS
+$49.1K
17,412
-2%
减持
PSX
PHILLIPS 66
-$48.8K
7,445
-0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$48.4K
2,771
+1%
减持
PG
PROCTER AND GAMBLE CO
+$45.5K
27,578
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$44.4K
10,881
-16%
增持
ABBV
ABBVIE INC
-$42.4K
2,451
+5%
减持
AMGN
AMGEN INC
-$38.0K
1,420
-3%
增持
KEY
KEYCORP
-$37.9K
12,693
+2%
增持
IEFA
ISHARES TR
+$36.6K
31,799
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$34.6K
9,087
+6%
增持
—
UNILEVER PLC
+$34.0K
49,751
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$32.1K
8,215
-3%
减持
DIS
DISNEY WALT CO
-$31.7K
2,427
-2%
增持
T
AT&T INC
-$31.3K
22,982
+11%
增持
VUG
VANGUARD INDEX FDS
+$30.3K
873
+1%
增持
CSCO
CISCO SYS INC
+$26.5K
27,257
+3%
增持
HTGC
HERCULES CAPITAL INC
+$26.5K
12,570
+2%
减持
MDLZ
MONDELEZ INTL INC
+$26.5K
32,334
-3%
减持
SBUX
STARBUCKS CORP
-$25.9K
2,840
-4%
减持
NKE
NIKE INC
-$24.4K
1,831
-1%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$21.5K
10,604
-9%
增持
IGSB
ISHARES TR
+$19.0K
6,525
+7%
增持
DUK
DUKE ENERGY CORP NEW
-$18.9K
8,727
+5%
增持
—
EXXON MOBIL CORP
+$17.2K
7,845
+4%
减持
LULU
LULULEMON ATHLETICA INC
+$15.4K
1,104
-0%
增持
FALN
ISHARES TR
+$15.3K
44,612
+1%
减持
HON
HONEYWELL INTL INC
+$14.1K
1,423
-3%
减持
MA
MASTERCARD INCORPORATED
+$13.2K
1,018
-4%
减持
F
FORD MTR CO DEL
-$12.2K
24,321
-19%
增持
CVX
CHEVRON CORP NEW
-$12.0K
6,614
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$11.3K
15,339
+4%
增持
EWU
ISHARES TR
+$10.7K
45,235
+0%
增持
QCOM
QUALCOMM INC
-$10.5K
5,437
+5%
减持
LECO
LINCOLN ELEC HLDGS INC
-$8.9K
4,013
-16%
减持
PEP
PEPSICO INC
+$7.9K
10,453
-1%
减持
DE
DEERE & CO
-$7.4K
528
-1%
增持
PFF
ISHARES TR
+$7.0K
24,356
+2%
减持
DLTR
DOLLAR TREE INC
-$6.7K
5,140
-1%
减持
BAC
BANK AMERICA CORP
-$3.6K
16,300
-1%
减持
AXP
AMERICAN EXPRESS CO
+$2.5K
1,254
-4%
减持
MO
ALTRIA GROUP INC
+$1.4K
4,589
-1%
减持
CRM
SALESFORCE INC
-$365
1,726
-6%
