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XML Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
XML Financial, LLC
报告期 2026-03-31 · CIK 0001800465
持仓数
421
前50大市值合计
$776.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 75
减持 40
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
BND
VANGUARD BD INDEX FDS
+$15.8M
217,810
减持
AGG
ISHARES TR
-$12.2M
36,983
-77%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.1M
318,940
+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
UCON
FIRST TR EXCHNG TRADED FD VI
+$4.7M
194,132
增持
AAPL
APPLE INC
+$4.4M
151,754
+0%
建仓
VO
VANGUARD INDEX FDS
+$4.3M
19,643
增持
SCHV
SCHWAB STRATEGIC TR
+$4.2M
312,796
+22%
减持
VOT
VANGUARD INDEX FDS
-$4.1M
2,909
-88%
增持
MSFT
MICROSOFT CORP
+$3.9M
74,683
+0%
增持
VGT
VANGUARD WORLD FDS
+$3.8M
30,868
+21%
减持
PJUL
INNOVATOR ETFS TR
-$2.6M
97,061
-48%
清仓
SHY
ISHARES TR
-$2.4M
0
-100%
增持
XSOE
WISDOMTREE TR
+$2.3M
127,603
+190%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$2.3M
11,033
-91%
减持
LVHD
LEGG MASON ETF INVT
-$2.3M
252,351
-19%
建仓
DJIA
GLOBAL X FDS
+$2.2M
100,764
增持
VTEB
VANGUARD MUN BD FDS
+$2.2M
187,362
+31%
清仓
XYLD
GLOBAL X FDS
-$2.1M
0
-100%
清仓
FCPI
FIDELITY COVINGTON TRUST
-$2.0M
0
-100%
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$2.0M
56,125
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$1.9M
933,586
+5%
建仓
SYK
STRYKER CORPORATION
+$1.6M
5,307
增持
IWF
ISHARES TR
+$1.6M
49,444
+1%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.5M
75,590
-30%
减持
IWB
ISHARES TR
+$1.4M
79,750
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.4M
47,318
-32%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
71,575
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
36,501
+1%
建仓
PSA
PUBLIC STORAGE
+$1.2M
4,044
减持
AMZN
AMAZON COM INC
+$1.1M
43,174
-1%
减持
ORCL
ORACLE CORP
-$1.1M
18,061
-48%
减持
BOCT
INNOVATOR ETFS TR
-$1.1M
28,136
-54%
减持
GPN
GLOBAL PMTS INC
-$990.3K
2,275
-80%
增持
JPM
JPMORGAN CHASE & CO
+$983.4K
59,972
+1%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$970.6K
196,672
-29%
增持
IVV
ISHARES TR
+$894.8K
20,907
+2%
减持
HDV
ISHARES TR
-$861.4K
61,747
-11%
减持
ETX
EATON VANCE MUN INCOME 2028
-$858.6K
113,836
-29%
增持
PSEC
PROSPECT CAP CORP
-$857.9K
1,324,844
+3%
增持
DGRO
ISHARES TR
+$803.0K
412,501
+1%
减持
IWR
ISHARES TR
+$732.9K
287,035
-1%
增持
CWB
SPDR SER TR
+$727.3K
178,743
+2%
减持
T
AT&T INC
-$724.3K
192,796
-2%
减持
VNQ
VANGUARD INDEX FDS
-$717.6K
7,797
-53%
增持
GLD
SPDR GOLD TR
+$697.6K
31,849
+17%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$690.3K
60,444
-13%
减持
INTC
INTEL CORP
-$666.7K
124,748
-16%
增持
UPS
UNITED PARCEL SERVICE INC
-$649.4K
47,131
+0%
减持
NVDA
NVIDIA CORPORATION
+$626.5K
4,380
-1%
建仓
—
FOCUS FINL PARTNERS INC
+$618.6K
11,781
增持
PFE
PFIZER INC
-$611.4K
186,544
+2%
减持
GM
GENERAL MTRS CO
-$596.0K
32,530
-36%
减持
MRK
MERCK & CO INC
+$572.1K
71,934
-1%
增持
EMR
EMERSON ELEC CO
+$541.2K
36,954
+15%
增持
FDX
FEDEX CORP
+$536.7K
16,540
+6%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$536.2K
168,119
-0%
减持
FMN
FEDERATED HERMES PREM MUNI I
-$535.4K
46,720
-51%
减持
NEM
NEWMONT CORP
-$525.5K
71,778
-2%
减持
TFC
TRUIST FINL CORP
-$520.1K
129,563
-1%
增持
—
BROOKFIELD RENEWABLE CORP
-$516.3K
157,293
+0%
增持
IYF
ISHARES TR
+$507.3K
100,229
+2%
增持
QCOM
QUALCOMM INC
-$505.0K
101,756
+3%
清仓
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
-$489.2K
0
-100%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$484.1K
11,510
-22%
减持
ABBV
ABBVIE INC
-$460.9K
16,946
-2%
增持
SPTM
SPDR SER TR
+$440.1K
94,729
+1%
增持
TSLA
TESLA INC
+$437.5K
4,907
+20%
增持
RILY
B. RILEY FINANCIAL INC
+$432.9K
24,605
+0%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$417.7K
0
-100%
增持
IJR
ISHARES TR
+$408.3K
121,798
+0%
增持
IWD
ISHARES TR
+$407.3K
62,558
+1%
增持
OXY
OCCIDENTAL PETE CORP
+$403.9K
14,811
+98%
增持
AMD
ADVANCED MICRO DEVICES INC
+$402.0K
24,170
+1%
增持
QQQ
INVESCO QQQ TR
+$392.7K
5,865
+5%
增持
KMI
KINDER MORGAN INC DEL
+$392.4K
348,441
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$388.7K
91,687
+13%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$382.3K
18,313
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$381.8K
102,136
+2%
增持
PEP
PEPSICO INC
+$376.8K
13,264
+17%
增持
IWP
ISHARES TR
+$375.7K
63,676
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
-$374.5K
90,773
-11%
增持
IWS
ISHARES TR
+$372.1K
85,552
+1%
增持
AVGO
BROADCOM INC
+$371.4K
1,297
+10%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$370.2K
4,584
增持
CVS
CVS HEALTH CORP
-$368.8K
106,881
+2%
清仓
—
CANADIAN PAC RY LTD
-$352.7K
0
-100%
建仓
RMI
RIVERNORTH OPPORTUNISTIC MUN
+$351.7K
21,487
增持
—
ACCENTURE PLC IRELAND
+$347.7K
3,912
+30%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$344.7K
705
增持
PG
PROCTER AND GAMBLE CO
+$340.5K
12,979
+19%
增持
BX
BLACKSTONE INC
+$339.6K
19,313
+17%
增持
GOOGL
ALPHABET INC
+$339.1K
19,602
+1%
减持
IVW
ISHARES TR
+$336.0K
57,534
-1%
增持
IWO
ISHARES TR
+$335.7K
17,084
+2%
增持
IP
INTERNATIONAL PAPER CO
-$329.6K
87,547
+1%
增持
ENFR
ALPS ETF TR
+$329.3K
71,906
+21%
增持
ABT
ABBOTT LABS
+$328.3K
33,356
+2%
增持
AGCO
AGCO CORP
+$322.8K
8,912
+42%
清仓
C
CITIGROUP INC
-$319.5K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$304.1K
4,934
+4%
增持
WPC
WP CAREY INC
-$300.4K
50,404
+7%
增持
AMAT
APPLIED MATLS INC
+$299.6K
11,076
+5%
增持
MUB
ISHARES TR
+$294.0K
65,826
+5%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$291.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$290.1K
209,921
+1%
建仓
DE
DEERE & CO
+$284.9K
703
增持
—
MEDTRONIC PLC
+$278.7K
17,317
+12%
清仓
TGT
TARGET CORP
-$275.7K
0
-100%
建仓
SPIB
SPDR SER TR
+$272.7K
8,494
减持
—
EXXON MOBIL CORP
-$269.5K
41,969
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$266.9K
74,963
+4%
增持
GIS
GENERAL MLS INC
-$260.7K
30,995
+0%
增持
HD
HOME DEPOT INC
+$256.1K
8,074
+6%
增持
D
DOMINION ENERGY INC
+$255.3K
77,762
+15%
建仓
SMB
VANECK ETF TRUST
+$245.9K
14,608
建仓
AEP
AMERICAN ELEC PWR CO INC
+$234.6K
2,786
增持
VYM
VANGUARD WHITEHALL FDS
+$232.4K
84,824
+2%
增持
PRU
PRUDENTIAL FINL INC
+$231.9K
33,148
+2%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$231.7K
790
增持
SPYD
SPDR SER TR
+$226.4K
111,364
+8%
减持
—
NORWEGIAN CRUISE LINE HLDG L
+$226.2K
27,189
-0%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$224.3K
0
-100%
清仓
RFM
RIVERNORTH FLEXIBLE MUN INCO
-$223.5K
0
-100%
减持
PSX
PHILLIPS 66
-$223.5K
21,320
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$222.9K
10,275
-23%
减持
IWM
ISHARES TR
-$219.9K
42,086
-7%
增持
CAT
CATERPILLAR INC
+$218.3K
6,798
+7%
增持
VTI
VANGUARD INDEX FDS
+$217.8K
7,312
+8%
增持
VTV
VANGUARD INDEX FDS
+$215.1K
11,790
+11%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$213.6K
2,384
增持
F
FORD MTR CO DEL
+$212.5K
38,084
+32%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$208.9K
2,761
建仓
ABNB
AIRBNB INC
+$207.9K
1,622
增持
UNM
UNUM GROUP
+$207.0K
19,890
+4%
建仓
AMT
AMERICAN TOWER CORP NEW
+$204.3K
1,053
建仓
GWW
GRAINGER W W INC
+$204.2K
259
减持
LLY
LILLY ELI & CO
+$203.3K
1,666
-1%
建仓
CLH
CLEAN HARBORS INC
+$202.2K
1,230
清仓
XEL
XCEL ENERGY INC
-$201.8K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$200.9K
0
-100%
增持
GOOG
ALPHABET INC
+$199.3K
11,134
+1%
增持
MTB
M & T BK CORP
+$198.7K
3,713
+70%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$191.9K
4,674
+27%
增持
UNP
UNION PAC CORP
+$190.2K
10,934
+30%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$182.8K
4,259
-25%
增持
V
VISA INC
+$180.9K
7,913
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$168.8K
42,655
+1%
增持
WCC
WESCO INTL INC
+$168.6K
6,120
+2%
增持
BFS
SAUL CTRS INC
+$163.7K
27,676
+26%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$162.3K
70,699
-18%
