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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 147 项
建仓 20
增持 81
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
OEF
ISHARES TR
-$12.5M
736
-98%
建仓
IXUS
ISHARES TR
+$11.8M
152,085
增持
USMV
ISHARES TR
+$11.6M
306,980
+67%
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。
减持
EFG
ISHARES TR
-$11.5M
78,304
-61%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$9.7M
140,401
减持
EFV
ISHARES TR
-$5.5M
175,949
-38%
增持
AVGO
BROADCOM INC
+$3.4M
31,423
+0%
减持
IVV
ISHARES TR
-$3.4M
96,608
-14%
增持
SMTH
ALPS ETF TR
+$3.1M
1,132,470
+12%
减持
NVDA
NVIDIA CORPORATION
+$2.8M
61,039
-3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.7M
658,428
+10%
减持
MSFT
MICROSOFT CORP
+$2.7M
24,606
-3%
增持
ISTB
ISHARES TR
+$2.4M
249,026
+24%
增持
AGG
ISHARES TR
+$2.0M
278,026
+8%
减持
QUAL
ISHARES TR
-$1.9M
216,023
-11%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.7M
502,695
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
26,688
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$1.4M
439,262
+6%
增持
TSLA
TESLA INC
+$1.2M
15,034
+10%
增持
MTUM
ISHARES TR
+$1.2M
29,420
+2%
增持
DYNF
BLACKROCK ETF TRUST
+$1.1M
157,730
+2%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
20,850
清仓
MBCN
MIDDLEFIELD BANC CORP
-$1.0M
0
-100%
建仓
ZJUN
INNOVATOR ETFS TRUST
+$1.0M
38,786
增持
GS
GOLDMAN SACHS GROUP INC
+$938.9K
4,254
+12%
增持
AMZN
AMAZON COM INC
+$909.9K
26,448
+3%
建仓
NKE
NIKE INC
+$851.7K
11,990
增持
AAPL
APPLE INC
-$809.3K
94,963
+4%
增持
ONEQ
FIDELITY COMWLTH TR
+$786.1K
61,015
+1%
清仓
DHR
DANAHER CORPORATION
-$771.9K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$771.0K
17,723
+15%
建仓
PANW
PALO ALTO NETWORKS INC
+$768.5K
3,755
减持
PJUN
INNOVATOR ETFS TRUST
+$743.2K
310,594
-1%
增持
BLK
BLACKROCK INC
+$728.2K
4,023
+10%
增持
UNH
UNITEDHEALTH GROUP INC
-$725.7K
6,109
+22%
增持
C
CITIGROUP INC
+$720.8K
37,021
+8%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$707.1K
3,122
增持
GOOGL
ALPHABET INC
+$706.1K
27,620
+3%
增持
IAU
ISHARES GOLD TR
+$696.3K
92,692
+7%
减持
MRK
MERCK & CO INC
-$690.8K
26,741
-14%
增持
META
META PLATFORMS INC
+$674.3K
3,966
+2%
减持
CVX
CHEVRON CORP NEW
-$633.0K
19,955
-4%
增持
GSEW
GOLDMAN SACHS ETF TR
+$632.8K
84,961
+3%
减持
IJR
ISHARES TR
-$620.0K
12,413
-34%
建仓
UNP
UNION PAC CORP
+$613.8K
2,668
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$591.7K
7,988
增持
WMT
WALMART INC
+$588.4K
23,839
+20%
建仓
SLB
SCHLUMBERGER LTD
+$571.9K
16,920
建仓
—
ASTRAZENECA PLC
+$567.7K
8,124
建仓
—
ASML HOLDING N V
+$545.0K
680
减持
NFLX
NETFLIX INC
+$528.5K
1,309
-0%
增持
BAC
BANK AMERICA CORP
+$503.1K
54,907
+9%
减持
CTAS
CINTAS CORP
-$486.2K
20,160
-17%
建仓
A
AGILENT TECHNOLOGIES INC
+$447.8K
3,795
增持
PSTP
INNOVATOR ETFS TRUST
+$434.1K
211,093
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$373.5K
3,085
-5%
减持
—
EXXON MOBIL CORP
-$360.4K
31,600
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$358.3K
78,119
+1%
减持
MCD
MCDONALDS CORP
-$329.3K
11,961
-2%
增持
CEG
CONSTELLATION ENERGY CORP
+$327.8K
1,998
+27%
减持
—
JOHNSON CTLS INTL PLC
+$321.6K
22,474
-12%
增持
HON
HONEYWELL INTL INC
+$313.4K
9,879
+5%
增持
—
EATON CORP PLC
+$313.3K
2,434
+19%
增持
DIS
DISNEY WALT CO
+$302.2K
7,442
+18%
增持
LMT
LOCKHEED MARTIN CORP
+$295.0K
4,951
+11%
增持
IEFA
ISHARES TR
+$285.9K
31,718
+2%
增持
CSCO
CISCO SYS INC
+$282.4K
23,685
+7%
增持
PEP
PEPSICO INC
+$273.2K
19,007
+28%
减持
NOW
SERVICENOW INC
+$268.7K
1,749
-9%
建仓
MELI
MERCADOLIBRE INC
+$261.4K
100
增持
NSC
NORFOLK SOUTHN CORP
+$259.6K
5,735
+12%
清仓
VUG
VANGUARD INDEX FDS
-$252.6K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$250.7K
12,488
-0%
增持
DGRO
ISHARES TR
+$246.1K
112,496
+0%
减持
FDVV
FIDELITY COVINGTON TRUST
+$241.7K
114,122
-1%
增持
BUFF
INNOVATOR ETFS TRUST
+$231.6K
40,821
+7%
增持
DE
DEERE & CO
+$226.3K
3,399
+7%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$226.2K
4,028
增持
LLY
ELI LILLY & CO
+$225.9K
2,752
+19%
建仓
IWF
ISHARES TR
+$225.2K
530
增持
NEE
NEXTERA ENERGY INC
+$224.7K
48,038
+10%
清仓
VTV
VANGUARD INDEX FDS
-$218.9K
0
-100%
建仓
EQT
EQT CORP
+$217.6K
3,730
建仓
ORCL
ORACLE CORP
+$215.7K
987
清仓
VV
VANGUARD INDEX FDS
-$211.3K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$203.6K
0
-100%
建仓
ADBE
ADOBE INC
+$200.8K
519
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$200.3K
3,622
减持
RITM
RITHM CAPITAL CORP
-$200.2K
57,453
-23%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$200.1K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$183.4K
6,708
+16%
增持
CAT
CATERPILLAR INC
+$182.9K
2,669
+3%
增持
GOOG
ALPHABET INC
+$170.0K
4,629
+11%
增持
JNJ
JOHNSON & JOHNSON
+$169.5K
24,161
+14%
增持
SO
SOUTHERN CO
+$167.8K
20,154
+10%
增持
PG
PROCTER AND GAMBLE CO
+$166.6K
20,757
+13%
增持
QCOM
QUALCOMM INC
+$164.3K
5,998
+17%
增持
MUB
ISHARES TR
+$162.6K
17,144
+11%
减持
PGR
PROGRESSIVE CORP
-$160.4K
8,567
-1%
增持
—
MEDTRONIC PLC
+$159.8K
22,465
+12%
增持
ABBV
ABBVIE INC
-$156.2K
16,049
+7%
减持
FDX
FEDEX CORP
-$153.1K
8,292
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$152.3K
39,967
+9%
增持
MCK
MCKESSON CORP
+$151.2K
2,489
+0%
减持
MCO
MOODYS CORP
-$151.1K
1,602
-22%
增持
COST
COSTCO WHSL CORP NEW
+$136.6K
1,964
+3%
减持
PAUG
INNOVATOR ETFS TRUST
+$135.8K
74,853
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$119.1K
29,326
+21%
增持
MDLZ
MONDELEZ INTL INC
+$117.5K
34,218
+6%
减持
—
UNILEVER PLC
-$106.1K
27,186
-8%
增持
V
VISA INC
+$105.1K
8,073
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$101.7K
2,281
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$97.2K
5,142
+8%
增持
LULU
LULULEMON ATHLETICA INC
+$80.4K
1,406
+57%
增持
DUK
DUKE ENERGY CORP NEW
+$79.7K
16,113
+8%
减持
LECO
LINCOLN ELEC HLDGS INC
+$73.1K
4,117
-0%
增持
HD
HOME DEPOT INC
+$71.0K
10,895
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$68.2K
12,065
+5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$68.1K
18,934
+7%
增持
FTEC
FIDELITY COVINGTON TRUST
+$56.7K
1,570
+0%
增持
SUB
ISHARES TR
+$54.9K
5,208
+10%
增持
AXP
AMERICAN EXPRESS CO
+$53.8K
1,039
+1%
增持
ZMAR
INNOVATOR ETFS TRUST
+$47.6K
62,537
+0%
增持
PH
PARKER-HANNIFIN CORP
+$45.5K
355
+7%
增持
HIMU
BLACKROCK ETF TRUST II
+$44.0K
10,205
+12%
增持
F
FORD MTR CO
+$43.7K
29,501
+7%
增持
PAPR
INNOVATOR ETFS TRUST
+$39.0K
23,920
+0%
增持
EXC
EXELON CORP
+$35.1K
5,595
+24%
增持
STOT
SSGA ACTIVE TR
+$30.8K
43,074
+1%
减持
RTX
RTX CORPORATION
+$30.4K
2,353
-0%
减持
GLW
CORNING INC
+$21.6K
26,298
-12%
减持
PJAN
INNOVATOR ETFS TRUST
-$19.3K
26,723
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.9K
16,673
+9%
减持
SHW
SHERWIN WILLIAMS CO
-$11.5K
843
-2%
减持
GD
GENERAL DYNAMICS CORP
+$11.2K
774
-2%
减持
FTNT
FORTINET INC
+$10.4K
2,121
-5%
减持
CRM
SALESFORCE INC
+$10.2K
6,438
-1%
增持
SBUX
STARBUCKS CORP
-$9.2K
2,637
+3%
增持
IGIB
ISHARES TR
+$9.2K
10,399
+0%
减持
T
AT&T INC
-$8.5K
8,574
-6%
减持
FALN
ISHARES TR
+$6.6K
19,023
-0%
增持
ABT
ABBOTT LABS
+$6.1K
1,611
+0%
减持
—
CRH PLC
+$5.4K
2,300
-2%
增持
AMGN
AMGEN INC
+$4.8K
6,331
+12%
减持
MA
MASTERCARD INCORPORATED
+$2.6K
948
-2%
增持
XLRE
SELECT SECTOR SPDR TR
-$1.7K
25,427
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0K
15,733
+1%
