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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 125 项
建仓 12
增持 65
减持 38
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$18.5M
261,308
+271%
增持
FBND
FIDELITY MERRIMACK STR TR
+$14.7M
480,319
+215%
建仓
SMTH
ALPS ETF TR
+$13.6M
534,235
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
MBB
ISHARES TR
-$12.8M
0
-100%
清仓
GOVT
ISHARES TR
-$12.0M
0
-100%
减持
ESGU
ISHARES TR
-$10.4M
2,590
-97%
建仓
BINC
BLACKROCK ETF TRUST II
+$10.2M
194,911
增持
ISTB
ISHARES TR
+$7.5M
240,802
+189%
建仓
DYNF
BLACKROCK ETF TRUST
+$6.8M
145,445
建仓
GSEW
GOLDMAN SACHS ETF TR
+$5.5M
76,536
增持
AAPL
APPLE INC
+$3.6M
88,351
+1%
增持
CTAS
CINTAS CORP
+$3.4M
7,049
+214%
减持
IVV
ISHARES TR
+$2.7M
127,152
-0%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
55,303
+1002%
清仓
UPS
UNITED PARCEL SERVICE INC
-$2.0M
0
-100%
增持
QUAL
ISHARES TR
+$1.9M
234,797
+1%
清仓
CVS
CVS HEALTH CORP
-$1.8M
0
-100%
建仓
FDX
FEDEX CORP
+$1.8M
5,948
增持
ABBV
ABBVIE INC
+$1.7M
12,086
+498%
增持
MSFT
MICROSOFT CORP
+$1.1M
20,844
+7%
增持
GOOGL
ALPHABET INC
+$885.7K
24,001
+4%
增持
AVGO
BROADCOM INC
+$819.5K
2,165
+8%
建仓
—
SILA REALTY TRUST INC
+$753.4K
35,588
减持
MCO
MOODYS CORP
-$563.7K
3,000
-35%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$544.0K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$518.3K
2,529
减持
QCOM
QUALCOMM INC
-$505.0K
4,428
-46%
清仓
ALB
ALBEMARLE CORP
-$497.9K
0
-100%
增持
STOT
SSGA ACTIVE TR
+$484.5K
83,027
+15%
增持
NSC
NORFOLK SOUTHN CORP
+$471.5K
4,441
+135%
建仓
AAPR
INNOVATOR ETFS TRUST
+$434.2K
17,170
清仓
—
AMERICAN EQTY INVT LIFE HLD
-$409.8K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$391.4K
7,304
+9%
增持
PSTP
INNOVATOR ETFS TRUST
+$381.0K
202,774
+3%
增持
AMZN
AMAZON COM INC
+$359.8K
21,441
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$343.9K
14,272
+0%
增持
DGRO
ISHARES TR
+$329.3K
116,118
+6%
减持
IGIB
ISHARES TR
-$313.7K
16,079
-27%
增持
NOW
SERVICENOW INC
+$311.7K
1,756
+25%
增持
NEE
NEXTERA ENERGY INC
+$305.3K
37,567
+2%
减持
MRK
MERCK & CO INC
-$305.0K
31,056
-1%
增持
GLW
CORNING INC
+$294.3K
24,225
+23%
减持
USMV
ISHARES TR
-$267.4K
254,908
-2%
减持
PJUN
INNOVATOR ETFS TRUST
-$266.8K
318,754
-5%
建仓
AXP
AMERICAN EXPRESS CO
+$245.3K
1,058
减持
LLY
ELI LILLY & CO
+$228.0K
2,064
-2%
清仓
PSX
PHILLIPS 66
-$226.1K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$223.8K
3,848
+11%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$221.7K
3,539
增持
BUFF
INNOVATOR ETFS TRUST
+$218.2K
31,371
+16%
建仓
—
LAM RESEARCH CORP
+$214.3K
201
建仓
BKNG
BOOKING HOLDINGS INC
+$214.2K
54
减持
ONEQ
FIDELITY COMWLTH TR
+$210.2K
62,773
-3%
清仓
KBE
SPDR SER TR
-$201.8K
0
-100%
减持
IJR
ISHARES TR
-$199.0K
18,839
-6%
减持
PG
PROCTER AND GAMBLE CO
-$197.1K
18,897
-7%
减持
COST
COSTCO WHSL CORP NEW
+$193.6K
1,829
-2%
减持
TSLA
TESLA INC
+$184.4K
10,744
-3%
增持
HD
HOME DEPOT INC
-$181.3K
8,221
+5%
增持
MUB
ISHARES TR
+$176.3K
12,440
+16%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$174.0K
28,263
+15%
减持
OEF
ISHARES TR
-$171.7K
46,453
-8%
增持
—
MEDTRONIC PLC
-$169.7K
22,939
+1%
减持
DIS
DISNEY WALT CO
-$159.2K
6,193
-2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$147.1K
57,289
-2%
增持
C
CITIGROUP INC
+$142.6K
28,387
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$138.7K
3,177
+2%
增持
HON
HONEYWELL INTL INC
+$138.3K
11,238
+2%
增持
GOOG
ALPHABET INC
+$137.7K
4,177
+1%
增持
OXY
OCCIDENTAL PETE CORP
+$122.0K
13,244
+21%
增持
MCK
MCKESSON CORP
+$117.8K
2,473
+0%
减持
CVX
CHEVRON CORP NEW
-$117.2K
20,028
-3%
增持
UBER
UBER TECHNOLOGIES INC
+$115.6K
11,131
+24%
增持
SO
SOUTHERN CO
+$112.8K
14,264
+3%
减持
—
UNILEVER PLC
+$110.7K
26,407
-1%
减持
PAPR
INNOVATOR ETFS TRUST
-$110.6K
23,919
-14%
增持
EFV
ISHARES TR
-$108.9K
211,017
+2%
增持
—
EXXON MOBIL CORP
+$102.9K
26,156
+5%
减持
MA
MASTERCARD INCORPORATED
-$101.7K
881
-13%
增持
DUK
DUKE ENERGY CORP NEW
+$101.4K
11,944
+5%
增持
—
JOHNSON CTLS INTL PLC
+$96.7K
21,829
+5%
增持
EFG
ISHARES TR
-$95.8K
112,140
+1%
减持
LULU
LULULEMON ATHLETICA INC
-$94.3K
805
-6%
增持
BAC
BANK AMERICA CORP
+$91.7K
44,115
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$88.7K
13,030
+16%
增持
NKE
NIKE INC
-$83.3K
6,523
+7%
减持
WMT
WALMART INC
+$79.0K
16,915
-5%
减持
AMGN
AMGEN INC
-$78.8K
1,172
-25%
增持
TGT
TARGET CORP
-$78.6K
5,604
+9%
减持
COP
CONOCOPHILLIPS
-$78.0K
1,812
-19%
增持
META
META PLATFORMS INC
+$76.2K
2,704
+2%
减持
CSCO
CISCO SYS INC
-$75.6K
29,816
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.8K
12,604
+5%
减持
IEFA
ISHARES TR
-$70.5K
27,383
-1%
增持
DE
DEERE & CO
+$65.2K
2,887
+17%
增持
MCD
MCDONALDS CORP
+$63.4K
9,680
+14%
增持
CRM
SALESFORCE INC
-$61.3K
6,439
+13%
减持
FDVV
FIDELITY COVINGTON TRUST
+$53.3K
125,901
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$43.7K
2,310
-1%
增持
ADBE
ADOBE INC
+$37.5K
478
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$36.1K
1,292
-5%
减持
PFF
ISHARES TR
-$35.6K
22,442
-3%
减持
NVO
NOVO-NORDISK A S
+$33.6K
2,358
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$29.0K
3,848
+6%
增持
—
BLACKROCK INC
+$28.5K
2,596
+7%
增持
T
AT&T INC
+$27.9K
15,639
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$26.3K
22,691
-0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$26.0K
1,639
+0%
增持
PEP
PEPSICO INC
+$25.9K
10,116
+8%
增持
CEG
CONSTELLATION ENERGY CORP
+$24.0K
1,460
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$23.8K
9,884
-11%
增持
RITM
RITHM CAPITAL CORP
+$23.5K
115,655
+4%
增持
JNJ
JOHNSON & JOHNSON
-$22.4K
25,025
+8%
增持
V
VISA INC
+$21.2K
7,693
+7%
减持
F
FORD MTR CO DEL
-$20.5K
26,352
-0%
减持
FALN
ISHARES TR
-$17.5K
22,365
-0%
增持
FIGS
FIGS INC
+$17.3K
21,000
+11%
减持
APD
AIR PRODS & CHEMS INC
-$16.3K
4,700
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$14.4K
15,592
+4%
增持
PGR
PROGRESSIVE CORP
+$13.7K
8,639
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$13.2K
1,626
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$12.8K
1,652
+4%
清仓
—
BAKKT HOLDINGS INC
-$8.8K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.0K
6,779
+1%
增持
MDLZ
MONDELEZ INTL INC
-$1.4K
24,898
+7%
