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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 23增持 88减持 32清仓 7

方向

标的

Δ市值

现股数(环比)

增持

IWF ISHARES TR

+$10.8M

80,374 +57%

建仓

CORP PIMCO ETF TR

+$8.2M

84,096

增持

IJR ISHARES TR

+$5.0M

150,380 +26%

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

SCHG SCHWAB STRATEGIC TR

+$5.0M

399,879 +3%

增持

VYM VANGUARD WHITEHALL FDS

+$5.0M

63,387 +209%

增持

MSFT MICROSOFT CORP

+$4.8M

75,143 +1%

增持

QCOM QUALCOMM INC

+$3.6M

101,763 +1%

增持

VGT VANGUARD WORLD FDS

+$3.0M

35,135 +4%

增持

SCHV SCHWAB STRATEGIC TR

+$2.7M

366,874 +3%

增持

IWB ISHARES TR

+$2.7M

81,023 +2%

清仓

WPC WP CAREY INC

-$2.6M

0 -100%

增持

DGRO ISHARES TR

+$2.5M

426,198 +4%

减持

IWR ISHARES TR

+$2.3M

278,537 -0%

减持

SPHD INVESCO EXCH TRADED FD TR II

-$2.3M

163,836 -30%

增持

PTY PIMCO CORPORATE & INCOME OPP

+$2.0M

1,103,619 +15%

减持

BAC BANK AMERICA CORP

+$1.9M

313,613 -1%

减持

MMD MAINSTAY MACKAY DEFINEDTERM

-$1.9M

223,754 -36%

减持

IWM ISHARES TR

-$1.9M

23,612 -37%

增持

AMZN AMAZON COM INC

+$1.8M

49,875 +10%

增持

IWS ISHARES TR

+$1.7M

90,343 +8%

减持

INTC INTEL CORP

+$1.7M

119,743 -1%

减持

AAPL APPLE INC

+$1.7M

144,110 -5%

增持

IVV ISHARES TR

+$1.7M

23,034 +6%

减持

XYLD GLOBAL X FDS

-$1.4M

92,559 -29%

增持

CWB SPDR SER TR

+$1.4M

186,560 +5%

增持

IYF ISHARES TR

+$1.4M

102,479 +4%

增持

GSLC GOLDMAN SACHS ETF TR

+$1.4M

108,013 +4%

减持

JPM JPMORGAN CHASE & CO

+$1.3M

59,108 -2%

增持

IWP ISHARES TR

+$1.3M

68,540 +7%

增持

SCHD SCHWAB STRATEGIC TR

+$1.3M

116,949 +9%

增持

NSA NATIONAL STORAGE AFFILIATES

+$1.2M

89,727 +15%

增持

VZ VERIZON COMMUNICATIONS INC

+$1.2M

211,003 +1%

增持

RTX RTX CORPORATION

+$1.2M

76,021 +5%

增持

IWD ISHARES TR

+$1.1M

65,839 +2%

减持

AMD ADVANCED MICRO DEVICES INC

+$1.1M

24,543 -0%

增持

MUNI PIMCO ETF TR

+$1.0M

152,648 +9%

减持

CVS CVS HEALTH CORP

+$999.4K

109,487 -0%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$990.1K

42,023 +0%

减持

TFC TRUIST FINL CORP

+$922.3K

122,657 -3%

增持

VTI VANGUARD INDEX FDS

+$904.4K

10,537 +40%

增持

GLD SPDR GOLD TR

+$842.2K

33,449 +3%

增持

IWN ISHARES TR

+$786.5K

30,941 +4%

增持

VO VANGUARD INDEX FDS

+$745.8K

25,673 +2%

增持

XSOE WISDOMTREE TR

+$745.3K

194,216 +6%

减持

USB US BANCORP DEL

+$738.4K

74,176 -1%

增持

IWO ISHARES TR

+$719.5K

18,191 +5%

增持

KMI KINDER MORGAN INC DEL

+$709.2K

373,976 +5%

增持

VTV VANGUARD INDEX FDS

+$707.2K

17,115 +27%

增持

SPDW SPDR INDEX SHS FDS

+$705.7K

152,368 +6%

增持

VNQ VANGUARD INDEX FDS

+$701.0K

14,136 +95%

增持

PFE PFIZER INC

-$692.1K

191,949 +2%

减持

BND VANGUARD BD INDEX FDS

+$691.6K

207,798 -1%

增持

UNP UNION PAC CORP

+$687.2K

12,011 +8%

增持

VTEB VANGUARD MUN BD FDS

+$679.2K

152,750 +3%

增持

MRK MERCK & CO INC

+$658.6K

74,527 +3%

增持

BA BOEING CO

+$618.1K

8,416 +2%

增持

AMGN AMGEN INC

+$607.8K

25,395 +2%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$589.5K

104,353 +2%

增持

QQQ INVESCO QQQ TR

+$587.8K

6,682 +11%

增持

JNJ JOHNSON & JOHNSON

+$579.3K

75,077 +5%

增持

SPTM SPDR SER TR

+$566.4K

91,594 +0%

增持

LHX L3HARRIS TECHNOLOGIES INC

+$566.4K

10,596 +11%

增持

LMT LOCKHEED MARTIN CORP

+$559.8K

10,035 +3%

增持

PSA PUBLIC STORAGE

+$558.0K

5,420 +30%

减持

DGRS WISDOMTREE TR

+$549.0K

88,124 -0%

增持

UCON FIRST TR EXCHNG TRADED FD VI

+$548.4K

291,693 +5%

增持

SPLV INVESCO EXCH TRADED FD TR II

+$539.6K

77,826 +5%

增持

PSX PHILLIPS 66

+$526.1K

22,871 +9%

增持

AMAT APPLIED MATLS INC

+$513.3K

12,664 +14%

减持

RILY B. RILEY FINANCIAL INC

-$505.6K

22,500 -6%

增持

COST COSTCO WHSL CORP NEW

+$503.0K

5,055 +1%

增持

CSCO CISCO SYS INC

-$500.6K

202,792 +1%

增持

SPY SPDR S&P 500 ETF TR

+$473.5K

4,674 +14%

减持

OHI OMEGA HEALTHCARE INVS INC

-$467.7K

163,017 -1%

增持

DOW DOW INC

+$457.1K

116,216 +1%

建仓

SHM SPDR SER TR

+$445.1K

9,314

清仓

KMX CARMAX INC

-$443.0K

0 -100%

增持

GD GENERAL DYNAMICS CORP

+$437.5K

10,745 +1%

增持

GS GOLDMAN SACHS GROUP INC

+$429.2K

5,287 +6%

减持

PSEC PROSPECT CAP CORP

-$428.8K

1,326,672 -4%

减持

BX BLACKSTONE INC

+$427.9K

18,690 -1%

建仓

CRS CARPENTER TECHNOLOGY CORP

+$424.8K

6,000

减持

RWO SPDR INDEX SHS FDS

+$416.8K

105,729 -4%

增持

HD HOME DEPOT INC

+$412.1K

8,634 +1%

增持

NVDA NVIDIA CORPORATION

+$410.5K

5,429 +4%

增持

T AT&T INC

+$409.7K

182,127 +3%

减持

— MEDTRONIC PLC

-$403.3K

11,028 -34%

减持

MUB ISHARES TR

-$397.1K

2,084 -66%

增持

NEM NEWMONT CORP

+$370.5K

71,793 +2%

减持

GOOD GLADSTONE COMMERCIAL CORP

+$354.0K

546,236 -3%

减持

ETX EATON VANCE MUN INCOME 2028

-$353.3K

18,673 -53%

减持

ABT ABBOTT LABS

+$353.0K

31,905 -2%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$346.9K

1,615 +107%

增持

GOOGL ALPHABET INC

+$339.4K

20,753 +6%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$337.6K

37,224 +1%

增持

CVX CHEVRON CORP NEW

-$336.6K

46,170 +8%

减持

IVW ISHARES TR

+$336.0K

53,754 -1%

清仓

NOBL PROSHARES TR

-$335.9K

0 -100%

减持

AVGO BROADCOM INC

+$335.9K

1,204 -1%

清仓

EVN EATON VANCE MUNI INCOME TRUS

-$325.2K

0 -100%

增持

SO SOUTHERN CO

+$317.7K

13,270 +40%

增持

GOOG ALPHABET INC

+$314.0K

13,546 +12%

增持

LOW LOWES COS INC

+$313.7K

3,999 +44%

减持

SNY SANOFI

-$309.6K

4,496 -55%

增持

MCD MCDONALDS CORP

+$304.6K

7,324 +3%

建仓

ED CONSOLIDATED EDISON INC

+$304.3K

3,345

增持

EFA ISHARES TR

+$301.9K

42,107 +1%

增持

CMCSA COMCAST CORP NEW

+$299.2K

35,181 +25%

清仓

— PIONEER MUNICIPAL HIGH INCOM

-$297.2K

0 -100%

建仓

O REALTY INCOME CORP

+$292.6K

5,096

增持

— ARISTA NETWORKS INC

+$291.7K

2,731 +43%

减持

— UNILEVER PLC

-$291.4K

190,288 -1%

增持

SUN SUNOCO LP/SUNOCO FIN CORP

+$288.2K

24,779 +1%

增持

XLK SELECT SECTOR SPDR TR

+$287.3K

8,626 +3%

增持

CMI CUMMINS INC

+$280.8K

16,537 +3%

建仓

KMB KIMBERLY-CLARK CORP

+$279.1K

2,297

减持

MPT MEDICAL PPTYS TRUST INC

-$274.3K

124,303 -23%

建仓

MOAT VANECK ETF TRUST

+$269.0K

3,170

建仓

AMT AMERICAN TOWER CORP NEW

+$267.5K

1,239

清仓

— GATES INDL CORP PLC

-$264.1K

0 -100%

建仓

KKR KKR & CO INC

+$262.7K

3,170

增持

— BARRICK GOLD CORP

+$256.4K

50,135 +12%

建仓

COWZ PACER FDS TR

+$249.2K

4,794

减持

PRU PRUDENTIAL FINL INC

+$248.6K

32,807 -1%

减持

NMCO NUVEEN MUN CR OPPORTUNITIES

-$248.1K

13,750 -65%

建仓

IAU ISHARES GOLD TR

+$246.7K

6,321

增持

OXY OCCIDENTAL PETE CORP

+$245.6K

20,141 +37%

建仓

PPA INVESCO EXCHANGE TRADED FD T

+$244.7K

2,655

增持

MGM MGM RESORTS INTERNATIONAL

+$243.3K

30,679 +0%

清仓

HUM HUMANA INC

-$243.3K

0 -100%

增持

IGLD FIRST TR EXCHANGE-TRADED FD

+$243.0K

195,837 +1%

建仓

SUB ISHARES TR

+$242.8K

2,303

建仓

GEHC GE HEALTHCARE TECHNOLOGIES I

+$242.7K

3,139

增持

MAR MARRIOTT INTL INC NEW

+$237.2K

8,139 +0%

增持

RPG INVESCO EXCHANGE TRADED FD T

+$236.3K

61,529 +6%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$236.2K

2,271

建仓

SPGI S&P GLOBAL INC

+$228.2K

518

增持

WCC WESCO INTL INC

+$227.2K

6,505 +4%

建仓

ADBE ADOBE INC

+$223.7K

375

建仓

GWW GRAINGER W W INC

+$220.6K

266

建仓

DTE DTE ENERGY CO

+$220.5K

2,000

增持

WFC WELLS FARGO CO NEW

+$219.0K

20,288 +6%

增持

TFI SPDR SER TR

+$215.9K

59,024 +1%

建仓

EAGG ISHARES TR

+$214.9K

4,502

建仓

IRM IRON MTN INC DEL

+$214.7K

3,068

建仓

NKE NIKE INC

+$214.5K

1,976

建仓

VEA VANGUARD TAX-MANAGED FDS

+$212.4K

4,435

增持

WM WASTE MGMT INC DEL

+$210.4K

5,043 +11%

增持

CRM SALESFORCE INC

+$206.7K

3,334 +1%

增持

BHP BHP GROUP LTD

+$206.0K

15,256 +4%