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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 52
减持 63
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
LVHD
LEGG MASON ETF INVT
-$7.8M
42,383
-83%
减持
VYM
VANGUARD WHITEHALL FDS
-$6.9M
20,522
-76%
增持
MUNI
PIMCO ETF TR
+$6.8M
140,516
+2503%
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
—
INNOVATOR ETFS TR
+$6.6M
271,346
减持
MUB
ISHARES TR
-$6.4M
6,076
-91%
清仓
HDV
ISHARES TR
-$6.2M
0
-100%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$6.1M
234,944
+211%
建仓
XYLD
GLOBAL X FDS
+$5.1M
130,218
增持
SCHG
SCHWAB STRATEGIC TR
+$4.3M
387,355
+21%
减持
SPYD
SPDR SER TR
-$3.9M
7,418
-93%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.8M
107,786
+106%
增持
AAPL
APPLE INC
-$3.4M
152,243
+0%
增持
DJIA
GLOBAL X FDS
+$3.0M
245,454
+144%
减持
ONEY
SPDR SER TR
-$2.9M
2,946
-91%
减持
PJUL
INNOVATOR ETFS TR
-$2.7M
18,643
-81%
减持
VTEB
VANGUARD MUN BD FDS
-$2.3M
147,997
-21%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$2.3M
46,137
减持
RTX
RTX CORPORATION
-$2.1M
72,711
-3%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.1M
357,365
+14%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.0M
278,998
+44%
增持
TFI
SPDR SER TR
+$2.0M
58,541
+351%
减持
MSFT
MICROSOFT CORP
-$2.0M
74,353
-0%
减持
IWR
ISHARES TR
-$1.6M
279,861
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
144,352
+57%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.4M
73,771
+56%
减持
ETX
EATON VANCE MUN INCOME 2028
-$1.3M
39,923
-65%
增持
XSOE
WISDOMTREE TR
+$1.3M
182,365
+43%
减持
IWM
ISHARES TR
-$1.3M
37,366
-11%
减持
IXUS
ISHARES TR
-$1.3M
28,825
-39%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
209,114
-4%
减持
AMGN
AMGEN INC
+$1.2M
24,953
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
46,801
-1%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$1.1M
194,432
+51%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
208,421
-1%
减持
QCOM
QUALCOMM INC
-$955.6K
100,463
-1%
增持
VO
VANGUARD INDEX FDS
+$902.2K
25,099
+28%
减持
IJR
ISHARES TR
-$897.7K
119,082
-2%
增持
CVX
CHEVRON CORP NEW
+$894.3K
42,838
+7%
增持
GSLC
GOLDMAN SACHS ETF TR
+$869.6K
104,234
+15%
减持
IWB
ISHARES TR
-$854.3K
79,111
-1%
减持
WPC
WP CAREY INC
-$852.6K
47,202
-6%
减持
DGRO
ISHARES TR
-$842.2K
411,740
-0%
增持
MRK
MERCK & CO INC
-$834.1K
72,525
+1%
增持
—
BROOKFIELD RENEWABLE CORP
-$779.8K
174,524
+11%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$750.2K
9,564
+105%
清仓
SUB
ISHARES TR
-$716.9K
0
-100%
增持
DGRS
WISDOMTREE TR
+$678.6K
88,167
+27%
减持
SYK
STRYKER CORPORATION
-$669.7K
3,474
-35%
增持
JNJ
JOHNSON & JOHNSON
-$658.7K
71,835
+0%
减持
MPT
MEDICAL PPTYS TRUST INC
-$656.3K
162,315
-2%
减持
BAC
BANK AMERICA CORP
-$656.0K
316,297
-3%
减持
BOCT
INNOVATOR ETFS TR
-$651.0K
10,503
-63%
减持
IWS
ISHARES TR
-$638.3K
83,944
-2%
增持
PFE
PFIZER INC
-$624.1K
187,469
+0%
清仓
—
FOCUS FINL PARTNERS INC
-$618.6K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$607.1K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$587.7K
102,410
+0%
增持
D
DOMINION ENERGY INC
-$553.5K
77,764
+0%
减持
—
UNILEVER PLC
-$542.4K
192,644
-0%
增持
NSA
NATIONAL STORAGE AFFILIATES
+$526.4K
78,175
+39%
减持
AGG
ISHARES TR
-$521.6K
32,973
-11%
增持
VB
VANGUARD INDEX FDS
+$521.1K
7,375
+68%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$511.6K
168,137
-15%
增持
PTY
PIMCO CORPORATE & INCOME OPP
-$495.7K
962,185
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$491.8K
36,936
+1%
减持
PSX
PHILLIPS 66
+$485.5K
20,965
-2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$483.8K
8,069
-64%
减持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$480.4K
346,933
-1%
减持
ABT
ABBOTT LABS
-$477.6K
32,616
-2%
增持
CBRL
CRACKER BARREL OLD CTRY STOR
-$471.1K
18,383
+0%
减持
NEM
NEWMONT CORP
-$461.0K
70,393
-2%
增持
—
EXXON MOBIL CORP
+$451.0K
42,118
+0%
减持
CWB
SPDR SER TR
-$430.4K
178,063
-0%
减持
T
AT&T INC
-$428.7K
176,192
-9%
增持
NVDA
NVIDIA CORPORATION
+$425.2K
5,237
+20%
减持
XLK
SELECT SECTOR SPDR TR
-$413.2K
8,376
-18%
增持
LMT
LOCKHEED MARTIN CORP
-$405.4K
9,752
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$393.5K
2,959
-19%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$392.2K
33,700
-57%
清仓
SYY
SYSCO CORP
-$386.9K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$386.6K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$375.5K
33,802
+10%
减持
SPTM
SPDR SER TR
-$369.8K
91,203
-4%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$358.6K
61,308
+1%
减持
IVW
ISHARES TR
-$354.1K
54,092
-6%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$344.7K
0
-100%
减持
RWO
SPDR INDEX SHS FDS
-$333.5K
110,068
-0%
增持
IP
INTERNATIONAL PAPER CO
+$331.5K
87,859
+0%
减持
TFC
TRUIST FINL CORP
-$326.0K
126,047
-3%
增持
GIS
GENERAL MLS INC
-$322.9K
32,105
+4%
减持
CSCO
CISCO SYS INC
+$320.9K
199,882
-1%
清仓
SHM
SPDR SER TR
-$315.2K
0
-100%
减持
EFA
ISHARES TR
-$314.4K
41,655
-5%
增持
IWP
ISHARES TR
-$307.3K
63,993
+0%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$306.2K
164,830
-2%
清仓
ICLN
ISHARES TR
-$306.0K
0
-100%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$305.9K
41,102
-42%
增持
EMR
EMERSON ELEC CO
+$295.0K
37,644
+2%
减持
CMI
CUMMINS INC
-$293.6K
16,112
-1%
增持
TSLA
TESLA INC
+$290.8K
6,304
+28%
增持
UNH
UNITEDHEALTH GROUP INC
+$290.1K
3,297
+15%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$284.5K
0
-100%
减持
KRE
SPDR SER TR
-$283.2K
5,376
-57%
增持
IWO
ISHARES TR
-$277.0K
17,259
+1%
建仓
TGT
TARGET CORP
+$275.8K
2,494
减持
CSX
CSX CORP
-$274.1K
24,897
-18%
清仓
SPIB
SPDR SER TR
-$272.7K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$264.1K
0
-100%
增持
CVS
CVS HEALTH CORP
+$257.0K
109,506
+2%
减持
FDX
FEDEX CORP
+$256.0K
16,444
-1%
清仓
VTIP
VANGUARD MALVERN FDS
-$254.1K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$253.9K
0
-100%
增持
GOOG
ALPHABET INC
+$248.1K
12,097
+9%
清仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$246.2K
0
-100%
清仓
SMB
VANECK ETF TRUST
-$245.9K
0
-100%
减持
F
FORD MTR CO DEL
-$245.7K
26,614
-30%
清仓
MGK
VANGUARD WORLD FD
-$243.4K
0
-100%
减持
DOW
DOW INC
-$241.2K
114,743
-1%
减持
GM
GENERAL MTRS CO
-$236.1K
30,883
-5%
清仓
CHH
CHOICE HOTELS INTL INC
-$235.0K
0
-100%
增持
ORCL
ORACLE CORP
-$231.5K
18,120
+0%
清仓
LVS
LAS VEGAS SANDS CORP
-$230.6K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$229.5K
33,237
+0%
清仓
BTT
BLACKROCK MUN TARGET TERM TR
-$229.3K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$224.1K
24,597
+2%
减持
BX
BLACKSTONE INC
+$223.4K
18,844
-2%
清仓
DTE
DTE ENERGY CO
-$220.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$220.0K
7,087
+1%
清仓
KMB
KIMBERLY-CLARK CORP
-$218.9K
0
-100%
清仓
XRNPX
COHEN & STEERS REIT & PFD &
-$215.1K
0
-100%
减持
—
MEDTRONIC PLC
-$213.9K
16,740
-3%
减持
GOOGL
ALPHABET INC
+$213.3K
19,560
-0%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$208.9K
0
-100%
建仓
ESGD
ISHARES TR
+$208.3K
3,013
清仓
ABNB
AIRBNB INC
-$207.9K
0
-100%
建仓
MET
METLIFE INC
+$207.6K
3,300
建仓
CEFS
EXCHANGE LISTED FDS TR
+$205.8K
11,746
清仓
NKE
NIKE INC
-$204.6K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$204.3K
0
-100%
清仓
GWW
GRAINGER W W INC
-$204.2K
0
-100%
减持
ABBV
ABBVIE INC
+$203.7K
16,683
-2%
减持
LEO
BNY MELLON STRATEGIC MUNS IN
-$198.7K
44,000
-37%
增持
WCC
WESCO INTL INC
-$191.9K
6,285
+3%
减持
—
ACCENTURE PLC IRELAND
-$191.0K
3,308
-15%
增持
BCE
BCE INC
-$188.9K
44,967
+8%
增持
CAT
CATERPILLAR INC
+$185.1K
6,805
+0%
减持
FMN
FEDERATED HERMES PREM MUNI I
-$178.4K
33,220
-29%
增持
COST
COSTCO WHSL CORP NEW
+$177.0K
5,016
+2%
增持
VTV
VANGUARD INDEX FDS
+$176.2K
13,424
+14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$175.1K
41,930
-2%
