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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 58
减持 61
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$4.1M
185,180
+26%
建仓
IXUS
ISHARES TR
+$3.9M
44,548
减持
AVGO
BROADCOM INC
-$3.7M
36,639
-16%
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
CGIC
CAPITAL GROUP INTERNATIONAL
+$3.5M
105,872
增持
MSFT
MICROSOFT CORP
-$2.4M
26,829
+5%
增持
ABT
ABBOTT LABORATORIES
+$2.2M
23,664
+1354%
减持
AAPL
APPLE INC
-$2.2M
90,777
-2%
增持
IVV
ISHARES TR
-$2.1M
100,233
+2%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$1.9M
60,224
减持
CTAS
CINTAS CORP
-$1.9M
25,129
-23%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.8M
843,285
+6%
增持
AGG
ISHARES TR
+$1.8M
367,543
+6%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.8M
0
-100%
增持
SMTH
ALPS ETF TR
+$1.7M
1,465,774
+6%
减持
—
EXXON MOBIL CORP
+$1.6M
36,386
-4%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.6M
580
-80%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.5M
584,811
+6%
增持
CVX
CHEVRON CORPORATION
+$1.4M
22,318
+6%
减持
NVDA
NVIDIA CORPORATION
-$1.3M
59,971
-5%
减持
DELL
DELL TECHNOLOGIES INC
-$1.1M
29,973
-38%
增持
BINC
BLACKROCK ETF TRUST II
+$1.1M
517,003
+6%
增持
TSLA
TESLA INC
-$1.1M
15,415
+2%
减持
GOOGL
ALPHABET INC
-$1.1M
23,038
-7%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$1.0M
8,521
+45%
减持
CRM
SALESFORCE INC
-$959.6K
4,622
-33%
减持
AMZN
AMAZON COM INC
-$869.1K
27,382
-4%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$861.4K
31,729
清仓
—
ASTRAZENECA PLC
-$854.7K
0
-100%
建仓
MINO
PIMCO ETF TR
+$852.5K
18,872
减持
GLW
CORNING INC
+$852.2K
19,105
-4%
减持
CSCO
CISCO SYS INC
-$852.0K
15,448
-42%
建仓
APH
AMPHENOL CORP
+$798.6K
6,320
减持
UBER
UBER TECHNOLOGIES INC
-$780.1K
3,848
-70%
清仓
BIIB
BIOGEN INC
-$763.4K
0
-100%
增持
ZMAR
INNOVATOR ETFS TRUST
+$757.8K
84,609
+48%
增持
IEMG
ISHARES INC
+$732.4K
200,011
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$699.4K
5,861
-70%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$695.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$672.4K
23,189
-4%
清仓
SUB
ISHARES TR
-$664.9K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$639.7K
10,194
增持
ZFEB
INNOVATOR ETFS TRUST
+$619.5K
65,311
+60%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$619.2K
0
-100%
减持
DGRO
ISHARES TR
-$617.6K
115,707
-8%
增持
JPM
JPMORGAN CHASE & CO
-$571.9K
28,000
+2%
增持
MDLZ
MONDELEZ INTL INC
+$567.2K
42,360
+22%
清仓
IGIB
ISHARES TR
-$562.9K
0
-100%
增持
QUAL
ISHARES TR
-$542.4K
153,714
+2%
减持
EFV
ISHARES TR
+$520.4K
203,486
-1%
清仓
FALN
ISHARES TR
-$472.9K
0
-100%
增持
ZJAN
INNOVATOR ETFS TRUST
+$467.7K
41,103
+72%
减持
V
VISA INC
-$456.8K
8,710
-1%
增持
—
ASML HLDG NV
+$429.6K
1,141
+13%
建仓
ANET
ARISTA NETWORKS INC
+$428.7K
3,492
减持
—
MEDTRONIC PLC
-$428.7K
23,204
-9%
减持
LLY
ELI LILLY & CO
-$424.7K
2,364
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$418.6K
19,395
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$396.9K
12,558
-38%
增持
META
META PLATFORMS INC
-$393.5K
4,665
+1%
增持
WMT
WALMART INC
+$391.5K
25,958
+2%
增持
DYNF
BLACKROCK ETF TRUST
-$391.5K
322,178
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$386.5K
3,698
-8%
减持
IAU
ISHARES GOLD TR
+$381.5K
91,739
-3%
增持
SO
SOUTHERN CO
+$380.9K
24,255
+8%
增持
DUK
DUKE ENERGY CORP NEW
+$365.9K
20,798
+3%
增持
STOT
SSGA ACTIVE TR
+$361.8K
57,901
+16%
减持
HON
HONEYWELL INTL INC
+$350.1K
11,697
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$343.2K
1,387
-20%
增持
PJAN
INNOVATOR ETFS TRUST
+$343.2K
34,678
+30%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$341.9K
34,428
+6%
减持
DE
DEERE & CO
+$338.7K
3,982
-3%
减持
NEE
NEXTERA ENERGY INC
+$334.6K
47,783
-7%
增持
ONEQ
FIDELITY COMWLTH TR
-$329.6K
59,279
+1%
增持
ISTB
ISHARES TR
+$324.4K
58,463
+14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$319.7K
2,922
-4%
减持
FTEC
FIDELITY COVINGTON TRUST
-$316.7K
1,557
-45%
增持
BAC
BANK AMERICA CORP
-$309.1K
59,141
+2%
增持
CLX
CLOROX CO DEL
+$309.0K
10,238
+37%
增持
BLK
BLACKROCK INC
-$304.5K
4,309
+4%
减持
C
CITIGROUP INC
-$299.9K
29,362
-6%
增持
NOW
SERVICENOW INC
-$299.2K
13,062
+20%
清仓
PULS
PGIM ETF TR
-$280.7K
0
-100%
减持
FDVV
FIDELITY COVINGTON TRUST
-$280.6K
108,448
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$280.4K
9,558
+39%
清仓
GSY
INVESCO ACTIVELY MANAGED EXC
-$277.9K
0
-100%
清仓
MINT
PIMCO ETF TR
-$269.2K
0
-100%
清仓
TBUX
T ROWE PRICE ETF INC
-$267.7K
0
-100%
减持
NKE
NIKE INC
-$264.0K
10,396
-19%
清仓
MS
MORGAN STANLEY
-$256.7K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$255.0K
0
-100%
建仓
EQT
EQT CORP
+$248.0K
3,898
清仓
XLK
SELECT SECTOR SPDR TR
-$242.2K
0
-100%
增持
AMT
AMERICAN TOWER CORP
+$241.7K
7,094
+27%
清仓
LULU
LULULEMON ATHLETICA INC
-$236.9K
0
-100%
增持
PMAR
INNOVATOR ETFS TRUST
+$235.9K
23,768
+30%
清仓
BKNG
BOOKING HOLDINGS INC
-$226.8K
0
-100%
增持
AMGN
AMGEN INC
+$225.6K
7,752
+1%
清仓
—
CRH PLC
-$225.2K
0
-100%
建仓
T
AT&T INC
+$224.0K
7,726
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$213.6K
450
减持
LMT
LOCKHEED MARTIN CORP
+$213.3K
4,157
-13%
减持
DIS
DISNEY WALT CO
-$211.6K
8,847
-5%
清仓
IWF
ISHARES TR
-$207.8K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$205.0K
5,048
+2%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$202.4K
73,895
-2%
清仓
MELI
MERCADOLIBRE INC
-$201.4K
0
-100%
减持
PSTP
INNOVATOR ETFS TRUST
-$185.7K
206,063
-0%
减持
MA
MASTERCARD INCORPORATED
-$177.2K
699
-24%
增持
QCOM
QUALCOMM INC
-$177.2K
7,571
+12%
增持
MCD
MCDONALDS CORP
+$170.9K
14,595
+2%
增持
PFEB
INNOVATOR ETFS TRUST
+$170.0K
39,497
+14%
减持
GOOG
ALPHABET INC
-$161.3K
4,462
-3%
减持
—
LINDE PLC
+$142.7K
2,398
-2%
增持
PG
PROCTER & GAMBLE CO
+$142.1K
22,717
+4%
增持
MTUM
ISHARES TR
-$138.0K
30,169
+2%
增持
BA
BOEING CO
+$136.4K
4,908
+27%
减持
MCO
MOODYS CORP
-$125.6K
1,588
-1%
增持
GEV
GE VERNOVA INC
+$122.3K
536
+1%
增持
A
AGILENT TECHNOLOGIES INC
-$114.0K
5,465
+1%
减持
—
JOHNSON CONTROLS INTERNATION
+$110.7K
22,990
-5%
减持
NFLX
NETFLIX INC.
-$110.4K
11,041
-12%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$105.1K
2,676
-2%
增持
UL
UNILEVER PLC
-$102.0K
30,544
+8%
减持
AXP
AMERICAN EXPRESS CO
-$101.7K
751
-16%
增持
HIMU
BLACKROCK ETF TRUST II
+$100.6K
14,241
+19%
增持
HD
HOME DEPOT INC
+$99.3K
12,641
+7%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$98.5K
54,645
+5%
减持
CEG
CONSTELLATION ENERGY CORP
-$97.0K
1,302
-0%
减持
CAT
CATERPILLAR INC
+$96.7K
2,560
-15%
减持
PEP
PEPSICO INC
+$96.4K
19,007
-4%
增持
IEFA
ISHARES TR
+$95.7K
32,573
+2%
减持
RITM
RITHM CAPITAL CORP
-$85.9K
52,290
-2%
增持
GSEW
GOLDMAN SACHS ETF TR
+$85.7K
90,043
+2%
减持
VNLA
JANUS DETROIT STR TR
-$84.0K
4,185
-29%
减持
LRCX
LAM RESEARCH CORP
+$81.0K
1,997
-1%
减持
MCK
MCKESSON CORP
+$80.0K
2,484
-2%
减持
ITA
ISHARES TR
+$77.4K
25,016
-0%
减持
ORCL
ORACLE CORP
-$70.3K
1,426
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$69.7K
10,227
-10%
增持
BAI
BLACKROCK ETF TRUST
+$66.5K
199,750
+2%
减持
UNP
UNION PAC CORP
-$62.5K
4,369
-10%
减持
MRK
MERCK & CO INC
+$59.9K
33,644
-11%
增持
NSC
NORFOLK SOUTHN CORP
+$53.8K
6,291
+4%
减持
—
EATON CORP PLC
+$48.3K
2,403
-6%
减持
MU
MICRON TECHNOLOGY INC
+$43.6K
1,059
-4%
减持
FDX
FEDEX CORP
+$43.0K
4,699
-17%
减持
COST
COSTCO WHOLESALE CORPORATION
+$42.2K
2,002
-12%
减持
PJUN
INNOVATOR ETFS TRUST
-$39.8K
300,288
-0%
增持
F
FORD MTR CO
-$38.8K
29,401
+2%
增持
USMV
ISHARES TR
+$38.5K
317,175
+2%
