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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 138 项
建仓 11
增持 58
减持 50
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IGIB
ISHARES TR
-$9.1M
24,018
-89%
增持
IVV
ISHARES TR
+$7.9M
124,521
+4%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$6.8M
146,840
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
AGG
ISHARES TR
+$6.8M
67,995
增持
QUAL
ISHARES TR
+$6.5M
225,629
+11%
建仓
ISTB
ISHARES TR
+$3.8M
79,607
增持
OEF
ISHARES TR
+$3.7M
47,436
+39%
建仓
STOT
SSGA ACTIVE TR
+$3.3M
70,314
清仓
LQD
ISHARES TR
-$3.2M
0
-100%
增持
AAPL
APPLE INC
+$3.0M
86,625
+9%
减持
EFG
ISHARES TR
-$2.3M
109,665
-27%
减持
PFE
PFIZER INC
-$1.8M
23,130
-69%
清仓
TIP
ISHARES TR
-$1.6M
0
-100%
增持
AVGO
BROADCOM INC
+$1.5M
1,973
+124%
增持
MSFT
MICROSOFT CORP
+$1.5M
19,302
+5%
增持
MBB
ISHARES TR
+$1.2M
132,110
+5%
增持
NEE
NEXTERA ENERGY INC
+$1.2M
34,091
+124%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
0
-100%
增持
HON
HONEYWELL INTL INC
+$1.2M
10,278
+93%
减持
COP
CONOCOPHILLIPS
-$1.1M
2,378
-80%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
4,991
+55%
减持
DGRO
ISHARES TR
-$1.0M
111,225
-22%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.0M
3,253
-70%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$992.8K
19,482
增持
JPM
JPMORGAN CHASE & CO
+$969.4K
21,998
+15%
建仓
MUB
ISHARES TR
+$895.4K
8,259
增持
CRM
SALESFORCE INC
+$891.8K
5,831
+84%
增持
CVX
CHEVRON CORP NEW
+$871.6K
19,479
+61%
增持
EFV
ISHARES TR
+$853.4K
202,854
+2%
清仓
HAS
HASBRO INC
-$844.3K
0
-100%
增持
CTAS
CINTAS CORP
+$836.0K
2,639
+68%
减持
WMT
WALMART INC
-$826.8K
6,058
-46%
增持
—
MEDTRONIC PLC
+$815.1K
20,095
+87%
减持
—
UNILEVER PLC
-$781.1K
25,757
-37%
增持
MRK
MERCK & CO INC
+$764.7K
29,165
+24%
增持
HD
HOME DEPOT INC
+$748.4K
7,563
+22%
增持
LLY
ELI LILLY & CO
+$727.2K
2,050
+135%
建仓
TGT
TARGET CORP
+$720.2K
5,052
清仓
SWK
STANLEY BLACK & DECKER INC
-$718.2K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$707.5K
19,987
-20%
增持
C
CITIGROUP INC
+$664.4K
24,209
+71%
清仓
TXN
TEXAS INSTRS INC
-$664.1K
0
-100%
增持
NOW
SERVICENOW INC
+$651.3K
1,433
+122%
增持
PSTP
INNOVATOR ETFS TR
+$641.2K
180,987
+8%
增持
—
JOHNSON CTLS INTL PLC
+$640.6K
19,246
+118%
增持
LMT
LOCKHEED MARTIN CORP
+$635.7K
3,171
+61%
增持
GS
GOLDMAN SACHS GROUP INC
+$630.5K
2,899
+91%
增持
JNJ
JOHNSON & JOHNSON
+$624.5K
21,007
+23%
清仓
DIVY
TIDAL ETF TR
-$612.3K
0
-100%
清仓
PSX
PHILLIPS 66
-$610.0K
0
-100%
减持
ONEQ
FIDELITY COMWLTH TR
-$600.7K
65,010
-24%
清仓
KO
COCA COLA CO
-$596.6K
0
-100%
清仓
SHYG
ISHARES TR
-$588.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$569.7K
11,527
+14%
增持
—
EXXON MOBIL CORP
+$557.8K
22,747
+56%
清仓
EWU
ISHARES TR
-$540.6K
0
-100%
增持
GOVT
ISHARES TR
+$533.7K
495,333
+0%
增持
—
BLACKROCK INC
+$513.9K
2,363
+9%
增持
GOOGL
ALPHABET INC
+$513.4K
22,665
+12%
减持
PGR
PROGRESSIVE CORP
-$507.9K
8,841
-36%
减持
FDVV
FIDELITY COVINGTON TRUST
-$489.6K
129,995
-16%
减持
PJUN
INNOVATOR ETFS TR
+$489.2K
343,496
-2%
增持
APD
AIR PRODS & CHEMS INC
+$485.3K
3,901
+90%
减持
ESGU
ISHARES TR
+$475.2K
93,698
-6%
建仓
SPY
SPDR S&P 500 ETF TR
+$475.1K
999
增持
BAC
BANK AMERICA CORP
+$471.1K
41,126
+23%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$451.1K
8,890
减持
KBE
SPDR SER TR
-$450.1K
5,418
-71%
减持
AMZN
AMAZON COM INC
+$443.7K
20,743
-3%
减持
USMV
ISHARES TR
-$439.2K
260,818
-9%
清仓
ITOT
ISHARES TR
-$434.0K
0
-100%
增持
META
META PLATFORMS INC
+$433.5K
2,419
+72%
增持
SO
SOUTHERN CO
+$426.4K
11,910
+88%
增持
UPS
UNITED PARCEL SERVICE INC
+$414.9K
12,135
+27%
增持
NSC
NORFOLK SOUTHN CORP
+$386.1K
5,720
+16%
增持
QCOM
QUALCOMM INC
+$383.8K
7,739
+17%
增持
UBER
UBER TECHNOLOGIES INC
+$378.6K
9,486
+112%
增持
DELL
DELL TECHNOLOGIES INC
+$376.9K
28,258
+14%
增持
BUFF
INNOVATOR ETFS TR
+$372.5K
16,515
+114%
增持
NKE
NIKE INC
+$346.4K
6,996
+62%
增持
AMT
AMERICAN TOWER CORP NEW
+$345.5K
3,314
+47%
增持
GLW
CORNING INC
+$336.2K
17,744
+165%
清仓
DVY
ISHARES TR
-$320.7K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$314.8K
24,264
-19%
清仓
IGSB
ISHARES TR
-$308.9K
0
-100%
增持
TSLA
TESLA INC
+$302.1K
9,161
+16%
增持
V
VISA INC
+$300.4K
7,056
+6%
清仓
—
VMWARE INC
-$299.3K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$289.2K
1,697
增持
MCD
MCDONALDS CORP
+$285.0K
8,065
+1%
减持
CVS
CVS HEALTH CORP
-$255.6K
20,958
-23%
建仓
BA
BOEING CO
+$252.8K
970
增持
OXY
OCCIDENTAL PETE CORP
+$251.6K
10,212
+85%
增持
UNH
UNITEDHEALTH GROUP INC
+$245.2K
6,328
+3%
减持
MBCN
MIDDLEFIELD BANC CORP
+$245.1K
38,502
-2%
增持
ALB
ALBEMARLE CORP
+$243.0K
3,101
+157%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$233.7K
0
-100%
增持
DIS
DISNEY WALT CO
+$224.4K
6,260
+49%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$220.8K
0
-100%
清仓
HTGC
HERCULES CAPITAL INC
-$209.2K
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$200.5K
0
-100%
减持
PEP
PEPSICO INC
-$196.2K
9,153
-11%
减持
NFLX
NETFLIX INC
+$172.1K
1,620
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$171.9K
10,102
+10%
减持
IJR
ISHARES TR
-$170.8K
20,214
-19%
增持
LECO
LINCOLN ELEC HLDGS INC
+$144.5K
4,019
+0%
减持
PJAN
INNOVATOR ETFS TR
-$119.7K
31,050
-15%
减持
RITM
RITHM CAPITAL CORP
+$105.6K
110,769
-4%
减持
PAUG
INNOVATOR ETFS TR
-$97.8K
82,303
-10%
减持
IUSB
ISHARES TR
-$92.3K
5,519
-30%
减持
COST
COSTCO WHSL CORP NEW
+$81.6K
1,994
-9%
减持
PFEB
INNOVATOR ETFS TR
-$80.7K
38,216
-12%
减持
F
FORD MTR CO DEL
-$68.3K
25,867
-16%
减持
ABBV
ABBVIE INC
-$59.1K
2,010
-19%
减持
IEFA
ISHARES TR
+$56.0K
27,359
-6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$53.8K
11,023
-20%
减持
T
AT&T INC
-$47.5K
15,290
-24%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$42.1K
6,660
+1%
减持
PAPR
INNOVATOR ETFS TR
-$42.1K
32,176
-10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$41.2K
12,957
+3%
增持
ADBE
ADOBE INC
+$40.5K
450
+1%
减持
PMAR
INNOVATOR ETFS TR
+$40.3K
25,876
-2%
减持
GOOG
ALPHABET INC
-$37.2K
4,130
-12%
减持
—
NEW YORK CMNTY BANCORP INC
-$36.5K
16,779
-9%
减持
FALN
ISHARES TR
+$34.7K
22,601
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$24.8K
2,479
-19%
增持
DE
DEERE & CO
+$20.6K
803
+1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$19.9K
1,635
-21%
减持
LULU
LULULEMON ATHLETICA INC
+$19.1K
870
-21%
减持
AMGN
AMGEN INC
+$17.2K
1,559
-3%
减持
PFF
ISHARES TR
-$14.4K
23,072
-5%
减持
PMAY
INNOVATOR ETFS TR
-$10.8K
51,995
-7%
增持
CSCO
CISCO SYS INC
-$10.5K
26,783
+6%
减持
MA
MASTERCARD INCORPORATED
-$7.5K
1,017
-9%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$6.5K
60,042
-11%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.4K
1,600
-5%
减持
SBUX
STARBUCKS CORP
+$4.1K
2,838
-4%
减持
CMCSA
COMCAST CORP NEW
-$3.0K
4,668
-0%