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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 133 项
建仓 23
增持 48
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PSTP
INNOVATOR ETFS TR
+$4.5M
167,460
清仓
PDEC
INNOVATOR ETFS TR
-$4.1M
0
-100%
减持
IVV
ISHARES TR
-$2.6M
120,183
-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。
建仓
DELL
DELL TECHNOLOGIES INC
+$1.2M
24,891
减持
IGIB
ISHARES TR
-$1.1M
212,374
-6%
增持
EFG
ISHARES TR
-$1.0M
149,609
+2%
减持
USMV
ISHARES TR
-$1.0M
287,238
-2%
增持
CVX
CHEVRON CORP NEW
+$995.2K
12,073
+83%
减持
DGRO
ISHARES TR
-$971.4K
141,788
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$966.6K
20,303
-39%
减持
EWU
ISHARES TR
-$922.9K
17,083
-62%
增持
—
EXXON MOBIL CORP
+$875.9K
14,606
+86%
建仓
NEE
NEXTERA ENERGY INC
+$870.7K
15,195
建仓
—
MEDTRONIC PLC
+$840.9K
10,730
增持
AAPL
APPLE INC
-$754.9K
79,663
+7%
清仓
DLTR
DOLLAR TREE INC
-$737.6K
0
-100%
建仓
AVGO
BROADCOM INC
+$734.2K
882
增持
HON
HONEYWELL INTL INC
+$688.7K
5,324
+274%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$676.1K
10,942
-34%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$671.2K
12,530
减持
ESGU
ISHARES TR
-$656.2K
99,636
-3%
减持
SWK
STANLEY BLACK & DECKER INC
-$603.8K
8,593
-39%
增持
PAUG
INNOVATOR ETFS TR
+$594.6K
91,601
+27%
建仓
APD
AIR PRODS & CHEMS INC
+$583.5K
2,058
建仓
C
CITIGROUP INC
+$580.8K
14,122
减持
FALN
ISHARES TR
-$569.9K
22,659
-49%
减持
—
UNILEVER PLC
-$563.8K
41,088
-17%
减持
PG
PROCTER AND GAMBLE CO
-$547.8K
24,930
-10%
减持
WMT
WALMART INC
-$524.9K
11,140
-24%
清仓
PNC
PNC FINL SVCS GROUP INC
-$511.6K
0
-100%
减持
KBE
SPDR SER TR
-$508.5K
18,983
-43%
建仓
PJUL
INNOVATOR ETFS TR
+$496.2K
14,724
建仓
GS
GOLDMAN SACHS GROUP INC
+$490.8K
1,516
增持
GOOGL
ALPHABET INC
+$472.9K
20,271
+11%
减持
HAS
HASBRO INC
-$470.7K
12,768
-37%
建仓
LLY
ELI LILLY & CO
+$469.6K
874
建仓
—
JOHNSON CTLS INTL PLC
+$469.1K
8,815
减持
PGR
PROGRESSIVE CORP
-$453.0K
13,754
-23%
增持
BAC
BANK AMERICA CORP
+$445.9K
33,365
+105%
建仓
META
META PLATFORMS INC
+$422.7K
1,408
建仓
SO
SOUTHERN CO
+$409.3K
6,324
增持
LMT
LOCKHEED MARTIN CORP
+$402.1K
1,967
+125%
减持
COP
CONOCOPHILLIPS
-$400.5K
11,713
-33%
增持
NVDA
NVIDIA CORPORATION
+$375.0K
3,227
+33%
建仓
AMT
AMERICAN TOWER CORP NEW
+$371.6K
2,260
建仓
NOW
SERVICENOW INC
+$361.1K
646
建仓
OXY
OCCIDENTAL PETE CORP
+$358.2K
5,520
增持
QUAL
ISHARES TR
-$324.7K
202,638
+1%
减持
KO
COCA COLA CO
-$314.2K
10,657
-30%
增持
GOVT
ISHARES TR
-$311.8K
493,600
+1%
减持
IJR
ISHARES TR
-$311.7K
25,013
-7%
减持
MCD
MCDONALDS CORP
-$297.6K
7,990
-1%
清仓
BIL
SPDR SER TR
-$297.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$294.3K
19,128
+12%
减持
PJUN
INNOVATOR ETFS TR
-$290.0K
350,582
-1%
建仓
BUFF
INNOVATOR ETFS TR
+$289.4K
7,717
减持
MDLZ
MONDELEZ INTL INC
-$285.6K
29,873
-8%
增持
CRM
SALESFORCE INC
+$278.0K
3,169
+84%
减持
IEFA
ISHARES TR
-$277.2K
29,047
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$276.5K
10,110
+6%
减持
LQD
ISHARES TR
-$266.5K
31,070
-2%
减持
IUSB
ISHARES TR
-$265.1K
7,925
-41%
增持
MBB
ISHARES TR
-$259.3K
125,923
+3%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$252.7K
0
-100%
减持
FDVV
FIDELITY COVINGTON TRUST
-$247.2K
155,114
-1%
清仓
VUG
VANGUARD INDEX FDS
-$246.9K
0
-100%
减持
ONEQ
FIDELITY COMWLTH TR
-$244.2K
85,629
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$238.4K
6,123
+3%
建仓
ADBE
ADOBE INC
+$227.9K
447
减持
CTAS
CINTAS CORP
-$222.3K
1,570
-20%
清仓
AXP
AMERICAN EXPRESS CO
-$218.4K
0
-100%
增持
NKE
NIKE INC
+$211.1K
4,321
+136%
清仓
MO
ALTRIA GROUP INC
-$207.9K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$207.7K
4,685
建仓
UBER
UBER TECHNOLOGIES INC
+$205.5K
4,468
建仓
ALB
ALBEMARLE CORP
+$205.2K
1,207
建仓
GLW
CORNING INC
+$204.3K
6,705
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$203.2K
0
-100%
增持
TSLA
TESLA INC
+$196.8K
7,890
+16%
减持
PEP
PEPSICO INC
-$184.4K
10,331
-1%
减持
AMZN
AMAZON COM INC
-$176.8K
21,303
-4%
减持
CVS
CVS HEALTH CORP
-$174.2K
27,372
-9%
增持
JNJ
JOHNSON & JOHNSON
-$167.0K
17,135
+0%
增持
MSFT
MICROSOFT CORP
-$157.1K
18,376
+5%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$150.1K
6,570
-20%
减持
PFEB
INNOVATOR ETFS TR
-$146.2K
43,618
-9%
增持
PFE
PFIZER INC
-$144.6K
74,898
+20%
增持
UPS
UNITED PARCEL SERVICE INC
-$136.3K
9,577
+5%
减持
PJAN
INNOVATOR ETFS TR
-$129.5K
36,670
-8%
增持
OEF
ISHARES TR
-$129.2K
34,232
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$127.9K
1,650
-32%
增持
DIS
DISNEY WALT CO
+$124.0K
4,203
+73%
清仓
KEY
KEYCORP
-$117.3K
0
-100%
增持
AMGN
AMGEN INC
+$115.7K
1,605
+13%
减持
SHYG
ISHARES TR
-$113.4K
14,335
-15%
减持
DVY
ISHARES TR
-$110.1K
2,979
-22%
减持
TIP
ISHARES TR
-$109.5K
15,180
-3%
减持
FTEC
FIDELITY COVINGTON TRUST
-$107.3K
2,070
-25%
减持
PSX
PHILLIPS 66
-$100.4K
5,069
-32%
增持
QCOM
QUALCOMM INC
+$88.6K
6,630
+22%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$87.5K
67,386
-0%
增持
DE
DEERE & CO
+$87.2K
797
+51%
增持
EFV
ISHARES TR
+$82.0K
198,555
+1%
增持
RITM
RITHM CAPITAL CORP
+$81.3K
115,977
+9%
增持
—
BLACKROCK INC
-$77.4K
2,173
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$64.4K
4,911
+24%
减持
T
AT&T INC
-$62.6K
20,242
-12%
增持
MRK
MERCK & CO INC
-$55.9K
23,461
+10%
增持
HD
HOME DEPOT INC
+$52.0K
6,198
+6%
减持
PAPR
INNOVATOR ETFS TR
-$51.4K
35,738
-4%
减持
GOOG
ALPHABET INC
+$50.7K
4,696
-0%
增持
V
VISA INC
-$47.5K
6,682
+0%
减持
COST
COSTCO WHSL CORP NEW
+$46.6K
2,186
-1%
减持
CSCO
CISCO SYS INC
-$46.1K
25,366
-7%
减持
PMAY
INNOVATOR ETFS TR
-$44.4K
55,805
-2%
增持
MA
MASTERCARD INCORPORATED
+$41.0K
1,114
+9%
增持
ABBV
ABBVIE INC
+$40.3K
2,484
+1%
减持
DIVY
TIDAL ETF TR
-$37.8K
24,625
-4%
增持
TXN
TEXAS INSTRS INC
+$36.6K
4,172
+20%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$31.5K
13,742
-10%
增持
DUK
DUKE ENERGY CORP NEW
+$25.3K
9,160
+5%
增持
HTGC
HERCULES CAPITAL INC
+$23.2K
12,740
+1%
增持
—
NEW YORK CMNTY BANCORP INC
+$22.1K
18,356
+11%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$20.8K
3,053
-2%
增持
MCK
MCKESSON CORP
+$19.5K
2,471
+0%
减持
PFF
ISHARES TR
-$19.3K
24,346
-0%
减持
IGSB
ISHARES TR
-$18.5K
6,200
-5%
增持
F
FORD MTR CO DEL
+$15.7K
30,888
+27%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$15.2K
1,687
+1%
增持
NFLX
NETFLIX INC
-$13.3K
1,633
+14%
增持
SBUX
STARBUCKS CORP
-$12.8K
2,941
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.7K
10,978
+1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$407
10,674
+1%