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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 132 项
建仓 16
增持 65
减持 43
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$14.2M
310,935
减持
AGG
ISHARES TR
-$13.3M
236,606
-34%
建仓
MTUM
ISHARES TR
+$5.6M
26,937
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
BLK
BLACKROCK INC
+$3.1M
2,996
减持
ISTB
ISHARES TR
-$2.7M
206,719
-20%
清仓
—
BLACKROCK INC
-$2.6M
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$2.5M
264,174
+26%
增持
AVGO
BROADCOM INC
+$2.4M
27,391
+18%
减持
USMV
ISHARES TR
-$2.3M
234,451
-7%
建仓
IAU
ISHARES GOLD TR
+$2.2M
43,509
增持
AAPL
APPLE INC
+$2.0M
91,780
+2%
减持
IVV
ISHARES TR
-$1.9M
109,816
-5%
增持
TSLA
TESLA INC
+$1.8M
11,812
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
5,610
-26%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
19,957
-23%
减持
QUAL
ISHARES TR
-$1.3M
234,113
-2%
增持
AMZN
AMAZON COM INC
+$1.2M
25,199
+9%
减持
STOT
SSGA ACTIVE TR
-$1.2M
69,805
-26%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
20,603
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
75,081
+32%
减持
MRK
MERCK & CO INC
-$952.7K
28,863
-14%
增持
AMGN
AMGEN INC
+$900.0K
4,912
+313%
减持
CTAS
CINTAS CORP
-$852.6K
23,031
-6%
增持
NVDA
NVIDIA CORPORATION
+$812.6K
61,065
+0%
清仓
OXY
OCCIDENTAL PETE CORP
-$777.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$763.7K
23,889
+1%
建仓
DHR
DANAHER CORPORATION
+$725.6K
3,156
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$656.0K
3,192
+97%
清仓
NKE
NIKE INC
-$646.1K
0
-100%
增持
CRM
SALESFORCE INC
+$626.8K
7,611
+9%
增持
MSFT
MICROSOFT CORP
+$623.7K
23,178
+9%
减持
GOOGL
ALPHABET INC
+$588.0K
25,758
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$566.3K
563,975
+7%
增持
FDX
FEDEX CORP
+$552.9K
8,101
+28%
增持
NOW
SERVICENOW INC
+$545.6K
2,104
+12%
减持
—
MEDTRONIC PLC
-$535.6K
18,882
-17%
增持
V
VISA INC
+$496.9K
7,950
+8%
增持
EFG
ISHARES TR
-$423.6K
124,650
+7%
减持
TGT
TARGET CORP
-$423.4K
3,949
-36%
建仓
ZDEK
INNOVATOR ETFS TRUST
+$408.2K
17,093
建仓
SUB
ISHARES TR
+$393.6K
3,732
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$380.5K
14,056
+8%
减持
RITM
RITHM CAPITAL CORP
-$360.1K
85,230
-25%
增持
C
CITIGROUP INC
+$356.7K
32,131
+6%
建仓
ZNOV
INNOVATOR ETFS TRUST
+$325.4K
12,963
增持
META
META PLATFORMS INC
+$323.9K
3,624
+15%
增持
MCD
MCDONALDS CORP
+$314.8K
11,179
+16%
增持
HON
HONEYWELL INTL INC
+$297.0K
12,119
+3%
增持
EFV
ISHARES TR
-$296.9K
233,768
+7%
增持
DYNF
BLACKROCK ETF TRUST
+$280.6K
151,476
+0%
建仓
VUG
VANGUARD INDEX FDS
+$279.2K
680
增持
ONEQ
FIDELITY COMWLTH TR
+$267.4K
60,324
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$256.3K
3,282
+0%
减持
IGIB
ISHARES TR
-$250.2K
10,852
-28%
增持
CVX
CHEVRON CORP NEW
+$249.6K
22,263
+10%
增持
HD
HOME DEPOT INC
+$240.7K
9,550
+11%
清仓
ESGU
ISHARES TR
-$230.9K
0
-100%
建仓
—
CRH PLC
+$226.8K
2,451
增持
ABBV
ABBVIE INC
+$223.4K
15,000
+21%
建仓
VV
VANGUARD INDEX FDS
+$221.8K
822
建仓
PH
PARKER-HANNIFIN CORP
+$218.8K
344
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$212.6K
3,526
建仓
FTNT
FORTINET INC
+$209.9K
2,221
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$209.7K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$205.7K
780
清仓
MELI
MERCADOLIBRE INC
-$205.2K
0
-100%
减持
NFLX
NETFLIX INC
+$200.8K
1,321
-4%
清仓
OKE
ONEOK INC NEW
-$200.3K
0
-100%
增持
MCK
MCKESSON CORP
+$194.4K
2,484
+1%
增持
IEFA
ISHARES TR
-$188.2K
28,634
+2%
增持
UBER
UBER TECHNOLOGIES INC
-$179.3K
14,835
+4%
减持
CSCO
CISCO SYS INC
-$175.9K
21,602
-21%
增持
NEE
NEXTERA ENERGY INC
-$171.9K
43,821
+12%
增持
DE
DEERE & CO
+$171.5K
3,348
+12%
增持
—
UNILEVER PLC
-$169.4K
27,124
+3%
减持
OEF
ISHARES TR
+$163.3K
46,023
-3%
增持
LLY
ELI LILLY & CO
-$160.6K
2,333
+5%
增持
—
JOHNSON CTLS INTL PLC
+$160.4K
24,460
+7%
增持
SMTH
ALPS ETF TR
-$153.7K
593,315
+3%
减持
DELL
DELL TECHNOLOGIES INC
-$152.8K
13,396
-6%
减持
WMT
WALMART INC
+$152.2K
16,959
-1%
减持
PJUN
INNOVATOR ETFS TRUST
+$140.2K
316,136
-1%
清仓
—
CREATIVE MEDIA & CMNTY TR
-$138.8K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
-$128.9K
29,804
+15%
减持
FDVV
FIDELITY COVINGTON TRUST
-$125.7K
118,903
-1%
增持
BUFF
INNOVATOR ETFS TRUST
+$124.8K
33,597
+7%
减持
BAC
BANK AMERICA CORP
+$122.8K
43,815
-4%
减持
PGR
PROGRESSIVE CORP
-$120.4K
8,297
-0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$118.7K
32,278
+10%
增持
GLW
CORNING INC
+$117.4K
26,405
+5%
增持
AMT
AMERICAN TOWER CORP NEW
-$112.0K
4,344
+11%
减持
PFF
ISHARES TR
-$107.7K
20,293
-10%
增持
—
EXXON MOBIL CORP
-$107.2K
28,941
+5%
增持
DGRO
ISHARES TR
-$102.6K
115,023
+1%
增持
MUB
ISHARES TR
+$97.4K
14,191
+9%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$93.0K
6,804
-11%
增持
GSEW
GOLDMAN SACHS ETF TR
+$90.8K
80,933
+2%
增持
PEP
PEPSICO INC
-$90.4K
11,164
+6%
减持
LULU
LULULEMON ATHLETICA INC
+$89.9K
822
-1%
减持
GOOG
ALPHABET INC
+$87.6K
4,062
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$86.1K
5,165
+14%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$84.8K
15,451
+13%
减持
NVO
NOVO-NORDISK A S
-$79.0K
2,355
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$72.2K
1,773
+2%
减持
PSTP
INNOVATOR ETFS TRUST
+$70.5K
205,277
-0%
增持
APD
AIR PRODS & CHEMS INC
+$66.7K
5,158
+8%
减持
PMAY
INNOVATOR ETFS TRUST
-$63.9K
49,255
-5%
减持
FIGS
FIGS INC
-$63.2K
13,000
-38%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$62.8K
15,710
-3%
减持
MBCN
MIDDLEFIELD BANC CORP
-$57.0K
37,500
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$51.9K
13,629
+11%
增持
CEG
CONSTELLATION ENERGY CORP
-$51.5K
1,473
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$49.4K
4,731
+18%
增持
PG
PROCTER AND GAMBLE CO
+$48.4K
20,477
+5%
减持
ADBE
ADOBE INC
-$47.9K
506
-4%
增持
BKNG
BOOKING HOLDINGS INC
+$46.2K
55
+2%
减持
PMAR
INNOVATOR ETFS TRUST
-$42.2K
21,131
-7%
增持
QCOM
QUALCOMM INC
-$36.6K
4,833
+6%
增持
IJR
ISHARES TR
-$28.6K
18,567
+0%
减持
MA
MASTERCARD INCORPORATED
+$24.7K
1,144
-2%
增持
FALN
ISHARES TR
-$14.1K
22,364
+0%
增持
F
FORD MTR CO
-$13.5K
26,413
+1%
减持
AXP
AMERICAN EXPRESS CO
+$11.8K
1,051
-5%
增持
RTX
RTX CORPORATION
-$9.0K
2,518
+1%
减持
COST
COSTCO WHSL CORP NEW
-$8.0K
1,788
-4%
减持
T
AT&T INC
+$5.9K
11,810
-1%
增持
SO
SOUTHERN CO
+$5.4K
16,194
+10%
减持
MCO
MOODYS CORP
-$5.1K
3,004
-0%
减持
FTEC
FIDELITY COVINGTON TRUST
+$3.3K
1,566
-5%
减持
DIS
DISNEY WALT CO
+$2.3K
6,071
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.9K
2,321
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.5K
1,637
+1%
