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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 123 项
建仓 6
增持 77
减持 32
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.4M
127,185
+2%
增持
QUAL
ISHARES TR
+$5.0M
232,647
+3%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
5,017
+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。
增持
OEF
ISHARES TR
+$1.9M
50,312
+6%
增持
AAPL
APPLE INC
-$1.7M
87,576
+1%
减持
USMV
ISHARES TR
+$1.3M
259,259
-1%
增持
MRK
MERCK & CO INC
+$969.8K
31,442
+8%
增持
EFG
ISHARES TR
+$945.1K
111,437
+2%
增持
MSFT
MICROSOFT CORP
+$945.1K
19,497
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$944.3K
12,022
+4%
减持
NSC
NORFOLK SOUTHN CORP
-$870.2K
1,890
-67%
减持
ESGU
ISHARES TR
+$858.8K
92,981
-1%
增持
JPM
JPMORGAN CHASE & CO
+$821.2K
22,782
+4%
增持
EFV
ISHARES TR
+$733.0K
207,755
+2%
增持
PSTP
INNOVATOR ETFS TRUST
+$694.5K
196,560
+9%
增持
DE
DEERE & CO
+$694.1K
2,471
+208%
增持
—
EXXON MOBIL CORP
+$633.9K
25,021
+10%
增持
AMZN
AMAZON COM INC
+$632.0K
20,976
+1%
增持
GOVT
ISHARES TR
+$572.2K
526,356
+6%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$544.0K
2,739
清仓
SPY
SPDR S&P 500 ETF TR
-$475.1K
0
-100%
增持
AVGO
BROADCOM INC
+$466.6K
2,013
+2%
增持
BUFF
INNOVATOR ETFS TRUST
+$464.8K
26,994
+63%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$462.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$448.3K
2,111
+3%
增持
META
META PLATFORMS INC
+$431.9K
2,651
+10%
增持
C
CITIGROUP INC
+$413.8K
26,236
+8%
增持
HD
HOME DEPOT INC
+$389.1K
7,850
+4%
增持
JNJ
JOHNSON & JOHNSON
+$386.6K
23,262
+11%
增持
PG
PROCTER AND GAMBLE CO
+$385.2K
20,425
+2%
清仓
PFE
PFIZER INC
-$378.1K
0
-100%
增持
MBB
ISHARES TR
+$375.4K
138,550
+5%
减持
DGRO
ISHARES TR
+$373.9K
109,539
-2%
减持
PGR
PROGRESSIVE CORP
+$372.4K
8,611
-3%
增持
CVX
CHEVRON CORP NEW
+$343.3K
20,601
+6%
减持
FDVV
FIDELITY COVINGTON TRUST
+$340.3K
128,808
-1%
增持
TSLA
TESLA INC
-$334.7K
11,045
+21%
减持
ONEQ
FIDELITY COMWLTH TR
+$328.6K
64,896
-0%
增持
GOOGL
ALPHABET INC
+$321.6K
23,108
+2%
增持
—
MEDTRONIC PLC
+$319.2K
22,667
+13%
建仓
NVO
NOVO-NORDISK A S
+$303.3K
2,362
增持
NEE
NEXTERA ENERGY INC
+$284.0K
36,845
+8%
增持
BAC
BANK AMERICA CORP
+$278.2K
43,853
+7%
清仓
SBUX
STARBUCKS CORP
-$272.6K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$268.4K
1,451
增持
QCOM
QUALCOMM INC
+$266.9K
8,188
+6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$256.9K
24,629
+26%
清仓
IUSB
ISHARES TR
-$254.2K
0
-100%
增持
MUB
ISHARES TR
+$253.7K
10,680
+29%
清仓
BA
BOEING CO
-$252.8K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$245.6K
1,361
增持
—
JOHNSON CTLS INTL PLC
+$244.4K
20,717
+8%
建仓
PSX
PHILLIPS 66
+$226.1K
1,384
增持
DIS
DISNEY WALT CO
+$209.2K
6,326
+1%
清仓
CMCSA
COMCAST CORP NEW
-$204.7K
0
-100%
增持
TGT
TARGET CORP
+$188.5K
5,123
+1%
减持
NKE
NIKE INC
-$184.1K
6,118
-13%
减持
CRM
SALESFORCE INC
+$183.3K
5,703
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$181.7K
3,110
+7%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$181.4K
58,461
-3%
增持
CVS
CVS HEALTH CORP
+$173.7K
22,934
+9%
清仓
—
NEW YORK CMNTY BANCORP INC
-$171.7K
0
-100%
增持
ISTB
ISHARES TR
+$166.1K
83,313
+5%
增持
V
VISA INC
+$162.5K
7,161
+1%
增持
APD
AIR PRODS & CHEMS INC
+$161.6K
5,068
+30%
增持
SO
SOUTHERN CO
+$158.2K
13,856
+16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$157.0K
15,026
+16%
减持
PJUN
INNOVATOR ETFS TRUST
+$154.9K
336,640
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$150.2K
152,522
+4%
减持
NFLX
NETFLIX INC
+$145.3K
1,538
-5%
增持
AGG
ISHARES TR
+$145.1K
70,394
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$141.1K
3,470
+9%
增持
CSCO
CISCO SYS INC
+$138.6K
29,887
+12%
增持
IEFA
ISHARES TR
+$134.4K
27,742
+1%
减持
MDLZ
MONDELEZ INTL INC
-$127.0K
23,302
-4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$121.3K
11,281
+27%
增持
UPS
UNITED PARCEL SERVICE INC
+$120.4K
13,654
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$115.5K
11,340
+12%
减持
PAPR
INNOVATOR ETFS TRUST
-$112.3K
27,972
-13%
增持
WMT
WALMART INC
+$111.7K
17,723
+193%
增持
STOT
SSGA ACTIVE TR
+$111.3K
72,468
+3%
减持
IGIB
ISHARES TR
-$111.1K
22,052
-8%
减持
LULU
LULULEMON ATHLETICA INC
-$110.0K
857
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$109.4K
9,007
-5%
增持
GLW
CORNING INC
+$106.2K
19,627
+11%
增持
HON
HONEYWELL INTL INC
+$105.2K
11,011
+7%
增持
OXY
OCCIDENTAL PETE CORP
+$103.3K
10,964
+7%
增持
—
BLACKROCK INC
+$100.7K
2,416
+2%
建仓
FIGS
FIGS INC
+$94.6K
19,000
增持
—
UNILEVER PLC
+$92.8K
26,730
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$89.0K
2,323
-29%
增持
PEP
PEPSICO INC
+$86.8K
9,389
+3%
减持
PMAR
INNOVATOR ETFS TRUST
-$85.7K
22,711
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$77.3K
1,594
-0%
减持
NOW
SERVICENOW INC
+$57.3K
1,403
-2%
增持
MA
MASTERCARD INCORPORATED
+$57.1K
1,018
+0%
增持
ABBV
ABBVIE INC
+$56.3K
2,021
+1%
增持
RITM
RITHM CAPITAL CORP
+$55.3K
110,959
+0%
减持
COST
COSTCO WHSL CORP NEW
+$52.1K
1,861
-7%
增持
ALB
ALBEMARLE CORP
+$49.7K
3,776
+22%
减持
CTAS
CINTAS CORP
-$48.9K
2,245
-15%
减持
KBE
SPDR SER TR
-$47.6K
4,284
-21%
减持
PFEB
INNOVATOR ETFS TRUST
+$43.0K
37,785
-1%
增持
ADBE
ADOBE INC
-$40.4K
452
+0%
减持
PAUG
INNOVATOR ETFS TRUST
-$37.5K
76,568
-7%
减持
DELL
DELL TECHNOLOGIES INC
+$35.9K
14,234
-50%
增持
F
FORD MTR CO DEL
+$35.7K
26,429
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$20.8K
1,698
+0%
增持
—
BAKKT HOLDINGS INC
-$20.6K
19,170
+46%
增持
FTEC
FIDELITY COVINGTON TRUST
+$20.3K
1,638
+0%
减持
IJR
ISHARES TR
+$19.9K
19,968
-1%
增持
MCO
MOODYS CORP
+$15.4K
4,647
+0%
增持
T
AT&T INC
+$14.4K
15,398
+1%
增持
MCD
MCDONALDS CORP
+$13.2K
8,521
+6%
减持
COP
CONOCOPHILLIPS
+$9.4K
2,241
-6%
减持
FALN
ISHARES TR
+$6.6K
22,459
-1%
减持
PJUL
INNOVATOR ETFS TRUST
+$4.1K
14,139
-4%
增持
AMGN
AMGEN INC
-$3.3K
1,568
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.9K
3,634
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.7K
11,059
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.5K
6,705
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.3K
6,730
+6%
减持
PJAN
INNOVATOR ETFS TRUST
-$601
29,550
-5%
