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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 22
增持 93
减持 23
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AVGO
BROADCOM INC
+$5.9M
43,420
+58%
增持
DELL
DELL TECHNOLOGIES INC
+$4.0M
48,000
+235%
增持
CTAS
CINTAS CORP
+$2.9M
32,560
+104%
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
IVV
ISHARES TR
+$2.6M
98,653
+2%
建仓
SPY
SPDR S&P 500 ETF TR
+$2.0M
2,880
建仓
UL
UNILEVER PLC
+$1.8M
28,167
增持
GOOGL
ALPHABET INC
+$1.8M
24,640
+1%
清仓
—
UNILEVER PLC
-$1.7M
0
-100%
增持
ZDEK
INNOVATOR ETFS TRUST
+$1.6M
79,702
+366%
增持
AAPL
APPLE INC
+$1.6M
92,676
+0%
增持
SMTH
ALPS ETF TR
+$1.5M
1,383,903
+5%
增持
AGG
ISHARES TR
+$1.4M
347,283
+5%
增持
ZNOV
INNOVATOR ETFS TRUST
+$1.4M
64,706
+399%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
796,309
+4%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
增持
QUAL
ISHARES TR
+$1.2M
151,174
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
63,314
+11%
增持
BINC
BLACKROCK ETF TRUST II
+$1.2M
487,846
+6%
增持
DGRO
ISHARES TR
+$1.2M
125,870
+13%
增持
EFV
ISHARES TR
+$1.1M
204,577
+3%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
建仓
—
LINDE PLC
+$1.0M
2,453
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$965.6K
146,594
+2%
增持
DYNF
BLACKROCK ETF TRUST
+$915.2K
314,681
+2%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$873.9K
32,563
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$867.2K
550,174
+4%
增持
IEMG
ISHARES INC
+$849.3K
196,644
+5%
增持
—
EXXON MOBIL CORP
+$846.9K
37,990
+15%
建仓
BA
BOEING CO
+$840.5K
3,871
增持
LLY
ELI LILLY & CO
+$810.4K
2,418
+3%
增持
MRK
MERCK & CO INC
+$809.4K
37,880
+0%
减持
IAU
ISHARES GOLD TR
+$783.3K
94,939
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$769.0K
19,323
+9%
增持
AMZN
AMAZON COM INC
+$754.6K
28,472
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$717.7K
27,336
+7%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$646.1K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$628.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$625.1K
24,141
+2%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$619.2K
31,631
清仓
DVN
DEVON ENERGY CORP NEW
-$604.1K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$588.5K
3,999
+9%
增持
NEE
NEXTERA ENERGY INC
+$574.3K
51,115
+9%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$563.5K
0
-100%
建仓
PDEC
INNOVATOR ETFS TRUST
+$563.0K
12,979
增持
C
CITIGROUP INC
+$536.4K
31,106
+2%
建仓
PNOV
INNOVATOR ETFS TRUST
+$506.3K
12,119
增持
AMGN
AMGEN INC
+$483.3K
7,644
+7%
建仓
POCT
INNOVATOR ETFS TRUST
+$482.3K
10,981
减持
APD
AIR PRODS & CHEMS INC
-$482.0K
5,871
-17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$456.6K
4,938
+32%
增持
BIIB
BIOGEN INC
+$454.0K
4,338
+96%
增持
HD
HOME DEPOT INC
-$448.6K
11,794
+6%
减持
MDLZ
MONDELEZ INTL INC
-$444.8K
34,822
-6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$440.6K
52,142
+20%
增持
MCD
MCDONALDS CORP
+$430.5K
14,282
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$411.4K
5,386
-15%
增持
—
JOHNSON CTLS INTL PLC
+$397.8K
24,216
+6%
增持
CAT
CATERPILLAR INC
+$391.5K
2,997
+8%
增持
GOOG
ALPHABET INC
+$356.0K
4,593
+3%
增持
BAC
BANK AMERICA CORP
+$355.6K
58,041
+6%
建仓
GEV
GE VERNOVA INC
+$345.8K
529
增持
MSFT
MICROSOFT CORP
+$337.1K
25,530
+10%
增持
WMT
WALMART INC
+$326.7K
25,443
+5%
增持
CRM
SALESFORCE INC
+$323.5K
6,879
+9%
建仓
MU
MICRON TECHNOLOGY INC
+$314.0K
1,100
增持
NFLX
NETFLIX INC
-$313.5K
12,500
+909%
建仓
GE
GE AEROSPACE
+$310.9K
1,009
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$305.3K
3,030
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$299.7K
1,735
+14%
增持
MUB
ISHARES TR
+$293.1K
20,775
+15%
增持
FTEC
FIDELITY COVINGTON TRUST
+$291.6K
2,852
+82%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$289.2K
0
-100%
建仓
VNLA
JANUS DETROIT STR TR
+$288.4K
5,870
建仓
PULS
PGIM ETF TR
+$280.7K
5,661
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$279.1K
20,408
+37%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$277.9K
5,530
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$275.9K
32,372
-1%
增持
CSCO
CISCO SYS INC
+$269.9K
26,621
+2%
建仓
MINT
PIMCO ETF TR
+$269.2K
2,683
建仓
TBUX
T ROWE PRICE ETF INC
+$267.7K
5,371
增持
META
META PLATFORMS INC
+$258.6K
4,640
+22%
建仓
MS
MORGAN STANLEY
+$256.7K
1,446
增持
TSLA
TESLA INC
+$256.4K
15,175
+3%
建仓
FE
FIRSTENERGY CORP
+$255.0K
5,696
增持
V
VISA INC
+$251.0K
8,809
+6%
清仓
EXC
EXELON CORP
-$250.0K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$242.2K
1,682
减持
CLX
CLOROX CO DEL
-$242.0K
7,458
-7%
增持
PANW
PALO ALTO NETWORKS INC
+$234.1K
6,419
+38%
增持
ITA
ISHARES TR
+$234.0K
25,129
+2%
清仓
T
AT&T INC
-$228.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$227.6K
21,905
-0%
清仓
MO
ALTRIA GROUP INC
-$227.5K
0
-100%
增持
—
ASML HOLDING N V
+$217.7K
1,007
+13%
增持
UNP
UNION PAC CORP
+$211.6K
4,853
+26%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$207.5K
0
-100%
增持
PEP
PEPSICO INC
+$206.2K
19,894
+5%
增持
GSEW
GOLDMAN SACHS ETF TR
+$198.3K
88,550
+3%
增持
—
MEDTRONIC PLC
+$194.8K
25,394
+8%
增持
DE
DEERE & CO
+$188.4K
4,091
+9%
减持
CEG
CONSTELLATION ENERGY CORP
-$186.1K
1,304
-34%
增持
STOT
SSGA ACTIVE TR
+$182.1K
50,065
+9%
增持
—
ASTRAZENECA PLC
+$181.8K
9,297
+6%
增持
ISTB
ISHARES TR
+$178.3K
51,461
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$172.4K
6,875
+4%
增持
GLW
CORNING INC
+$172.1K
19,935
+4%
增持
UBER
UBER TECHNOLOGIES INC
-$152.2K
12,935
+5%
减持
PJUN
INNOVATOR ETFS TRUST
+$150.7K
300,857
-1%
增持
NOW
SERVICENOW INC
-$149.9K
10,868
+451%
增持
MCK
MCKESSON CORP
+$141.8K
2,523
+1%
增持
A
AGILENT TECHNOLOGIES INC
+$137.8K
5,416
+16%
建仓
TFSL
TFS FINL CORP
+$136.4K
10,193
增持
ABBV
ABBVIE INC
+$127.8K
15,390
+5%
减持
ONEQ
FIDELITY COMWLTH TR
+$122.8K
58,675
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$119.0K
8,302
+21%
减持
ZMAR
INNOVATOR ETFS TRUST
-$117.3K
57,329
-8%
增持
USMV
ISHARES TR
+$116.9K
311,983
+1%
减持
NKE
NIKE INC
-$115.4K
12,762
-4%
增持
RTX
RTX CORPORATION
+$113.9K
2,636
+19%
增持
—
EATON CORP PLC
-$106.2K
2,547
+4%
增持
QCOM
QUALCOMM INC
+$102.0K
6,735
+7%
增持
IJR
ISHARES TR
+$101.7K
13,063
+6%
增持
BLK
BLACKROCK INC
-$100.3K
4,156
+7%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$88.6K
19,595
-8%
增持
IEFA
ISHARES TR
+$88.3K
31,893
+1%
增持
COST
COSTCO WHSL CORP NEW
+$82.9K
2,265
+12%
增持
NSC
NORFOLK SOUTHN CORP
+$81.8K
6,067
+9%
增持
LRCX
LAM RESEARCH CORP
+$77.4K
2,019
+1%
增持
AMT
AMERICAN TOWER CORP NEW
-$74.0K
5,596
+2%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$73.2K
75,542
-2%
增持
DIS
DISNEY WALT CO
+$71.3K
9,354
+8%
增持
PGR
PROGRESSIVE CORP
-$71.1K
8,864
+5%
建仓
AQST
AQUESTIVE THERAPEUTICS INC
+$64.6K
10,000
增持
LMT
LOCKHEED MARTIN CORP
+$61.2K
4,753
+6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$60.5K
11,344
-9%
增持
BAI
BLACKROCK ETF TRUST
+$59.6K
195,654
+4%
减持
RITM
RITHM CAPITAL CORP
-$59.1K
53,362
-5%
增持
HON
HONEYWELL INTL INC
+$52.6K
11,757
+10%
增持
HIMU
BLACKROCK ETF TRUST II
+$51.6K
11,970
+11%
减持
BKNG
BOOKING HOLDINGS INC
-$39.5K
42
-14%
增持
MTUM
ISHARES TR
-$37.1K
29,477
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$30.4K
20,112
+7%
增持
SUB
ISHARES TR
+$29.8K
6,231
+5%
减持
—
CRH PLC
-$28.8K
1,805
-15%
增持
CVX
CHEVRON CORP NEW
+$27.7K
21,090
+3%
减持
LULU
LULULEMON ATHLETICA INC
+$24.5K
1,140
-5%
减持
GD
GENERAL DYNAMICS CORP
-$23.8K
677
-8%
减持
FDX
FEDEX CORP
-$23.4K
5,645
-20%
减持
F
FORD MTR CO
+$20.0K
28,818
-4%
减持
FDVV
FIDELITY COVINGTON TRUST
+$19.9K
110,625
-1%
