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数据来源:SEC及其他第三方非公开数据库

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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 17增持 51减持 74清仓 8

方向

标的

Δ市值

现股数(环比)

清仓

— INNOVATOR ETFS TR

-$6.6M

0 -100%

建仓

SPTI SPDR SER TR

+$5.7M

201,162

增持

CORP PIMCO ETF TR

+$5.7M

144,008 +71%

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

COWZ PACER FDS TR

+$5.5M

98,965 +1964%

减持

IWS ISHARES TR

-$5.2M

42,050 -53%

减持

AAPL APPLE INC

-$4.7M

134,492 -7%

建仓

ICOW PACER FDS TR

+$4.2M

132,537

减持

XSOE WISDOMTREE TR

-$4.1M

52,793 -73%

建仓

VCIT VANGUARD SCOTTSDALE FDS

+$4.0M

50,078

减持

SCHG SCHWAB STRATEGIC TR

+$3.7M

398,024 -0%

增持

PTY PIMCO CORPORATE & INCOME OPP

+$3.0M

1,183,918 +7%

减持

IWF ISHARES TR

+$2.5M

79,623 -1%

增持

DGRO ISHARES TR

+$2.4M

436,147 +2%

增持

IWB ISHARES TR

+$2.3M

81,786 +1%

增持

MUNI PIMCO ETF TR

+$2.3M

197,473 +29%

减持

OHI OMEGA HEALTHCARE INVS INC

-$1.9M

97,597 -40%

减持

SCHV SCHWAB STRATEGIC TR

+$1.9M

363,201 -1%

减持

NVDA NVIDIA CORPORATION

+$1.9M

5,037 -7%

增持

VGT VANGUARD WORLD FD

+$1.8M

35,893 +2%

建仓

WPC WP CAREY INC

+$1.8M

31,917

减持

— BROOKFIELD RENEWABLE CORP

-$1.8M

103,072 -31%

减持

UPS UNITED PARCEL SERVICE INC

-$1.7M

38,553 -19%

减持

CVS CVS HEALTH CORP

-$1.7M

87,230 -20%

增持

AMZN AMAZON COM INC

+$1.6M

50,993 +2%

减持

AMD ADVANCED MICRO DEVICES INC

-$1.6M

11,335 -54%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.5M

35,229 -5%

增持

PSEC PROSPECT CAP CORP

+$1.5M

1,712,938 +29%

减持

IWR ISHARES TR

+$1.5M

275,194 -1%

增持

GLD SPDR GOLD TR

+$1.4M

38,010 +14%

增持

PFF ISHARES TR

+$1.4M

102,173 +65%

增持

IVV ISHARES TR

+$1.4M

23,517 +2%

减持

CSCO CISCO SYS INC

-$1.3M

178,934 -12%

减持

NSA NATIONAL STORAGE AFFILIATES

-$1.3M

61,660 -31%

减持

— UNILEVER PLC

-$1.3M

157,830 -17%

减持

INTC INTEL CORP

-$1.3M

107,672 -10%

增持

IWP ISHARES TR

+$1.2M

73,596 +7%

增持

IYF ISHARES TR

+$1.2M

103,912 +1%

减持

ABT ABBOTT LABS

-$1.1M

21,060 -34%

减持

NEM NEWMONT CORP

-$1.0M

54,113 -25%

减持

GSLC GOLDMAN SACHS ETF TR

+$1.0M

107,333 -1%

减持

JNJ JOHNSON & JOHNSON

-$926.0K

68,536 -9%

增持

IWD ISHARES TR

+$925.9K

65,914 +0%

减持

VNQ VANGUARD INDEX FDS

-$885.1K

4,209 -70%

减持

GOOD GLADSTONE COMMERCIAL CORP

-$868.6K

459,797 -16%

减持

AMGN AMGEN INC

-$825.9K

22,820 -10%

减持

BCE BCE INC

-$805.0K

30,653 -35%

减持

FDX FEDEX CORP

-$797.3K

11,960 -29%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$770.6K

84,524 -19%

减持

MMD MAINSTAY MACKAY DEFINEDTERM

-$753.5K

176,300 -21%

减持

DOW DOW INC

-$751.5K

97,046 -16%

减持

QCOM QUALCOMM INC

-$735.7K

82,589 -19%

减持

— WALGREENS BOOTS ALLIANCE INC

-$734.7K

27,393 -46%

增持

CWB SPDR SER TR

+$718.9K

194,129 +4%

建仓

SCHX SCHWAB STRATEGIC TR

+$705.5K

11,368

减持

MSFT MICROSOFT CORP

-$701.7K

65,495 -13%

建仓

GPIQ GOLDMAN SACHS ETF TR

+$700.0K

15,034

建仓

SFBS SERVISFIRST BANCSHARES INC

+$663.6K

10,000

增持

VTI VANGUARD INDEX FDS

+$653.1K

12,131 +15%

减持

CBRL CRACKER BARREL OLD CTRY STOR

-$647.1K

8,002 -50%

减持

KMI KINDER MORGAN INC DEL

-$645.2K

324,524 -13%

减持

MRK MERCK & CO INC

+$639.9K

66,425 -11%

增持

COST COSTCO WHSL CORP NEW

+$631.7K

5,416 +7%

减持

IP INTERNATIONAL PAPER CO

-$605.3K

66,235 -25%

减持

BND VANGUARD BD INDEX FDS

-$602.3K

202,138 -3%

减持

SUN SUNOCO LP/SUNOCO FIN CORP

-$578.5K

15,036 -39%

增持

AGG ISHARES TR

+$575.8K

37,444 +20%

减持

CMI CUMMINS INC

-$568.9K

11,515 -30%

减持

MPT MEDICAL PPTYS TRUST INC

-$557.3K

11,287 -91%

减持

AMAT APPLIED MATLS INC

+$554.4K

12,641 -0%

减持

TFC TRUIST FINL CORP

-$536.3K

102,418 -17%

增持

PSA PUBLIC STORAGE

+$532.1K

7,533 +39%

增持

LOW LOWES COS INC

+$517.6K

5,525 +38%

增持

IJR ISHARES TR

+$516.8K

151,967 +1%

增持

QQQ INVESCO QQQ TR

+$515.0K

7,322 +10%

增持

VO VANGUARD INDEX FDS

+$514.3K

25,962 +1%

减持

EMR EMERSON ELEC CO

+$513.7K

37,258 -2%

减持

PFE PFIZER INC

-$511.9K

180,696 -6%

减持

UNP UNION PAC CORP

-$511.1K

9,918 -17%

增持

LLY ELI LILLY & CO

+$494.5K

1,758 +17%

增持

IWO ISHARES TR

+$488.6K

18,747 +3%

增持

GOOGL ALPHABET INC

+$480.2K

22,389 +8%

减持

IVW ISHARES TR

+$478.7K

53,478 -1%

清仓

RILY B. RILEY FINANCIAL INC

-$472.3K

0 -100%

减持

GD GENERAL DYNAMICS CORP

-$463.4K

8,237 -23%

增持

MOAT VANECK ETF TRUST

+$460.1K

8,110 +156%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$450.3K

8,360 -21%

减持

TSLA TESLA INC

-$434.0K

5,790 -1%

减持

PRU PRUDENTIAL FINL INC

-$427.3K

25,342 -23%

增持

DIS DISNEY WALT CO

+$397.4K

10,930 +5%

清仓

CIBR FIRST TR EXCHANGE TRADED FD

-$383.7K

0 -100%

减持

SPTM SPDR SER TR

+$381.4K

89,401 -2%

减持

— MANAGED PORTFOLIO SERIES

-$379.8K

83,710 -20%

增持

ORCL ORACLE CORP

+$372.4K

18,215 +0%

减持

LMT LOCKHEED MARTIN CORP

-$369.8K

9,186 -8%

减持

BAC BANK AMERICA CORP

-$358.5K

269,011 -14%

减持

D DOMINION ENERGY INC

-$352.4K

64,163 -14%

减持

KREF KKR REAL ESTATE FIN TR INC

-$346.1K

53,732 -20%

增持

RWO SPDR INDEX SHS FDS

+$341.4K

115,898 +10%

增持

SPDW SPDR INDEX SHS FDS

+$339.9K

154,073 +1%

增持

PG PROCTER AND GAMBLE CO

+$332.0K

14,412 +5%

减持

USB US BANCORP DEL

-$331.1K

64,411 -13%

减持

SCHD SCHWAB STRATEGIC TR

+$309.4K

114,259 -2%

增持

GM GENERAL MTRS CO

+$295.5K

29,205 +2%

减持

CAT CATERPILLAR INC

-$294.7K

4,730 -31%

减持

BHP BHP GROUP LTD

-$291.8K

13,006 -15%

增持

RPG INVESCO EXCHANGE TRADED FD T

+$286.6K

61,860 +1%

增持

IWM ISHARES TR

+$285.4K

23,892 +1%

减持

NVS NOVARTIS AG

-$284.9K

9,675 -20%

减持

BX BLACKSTONE INC

-$284.1K

16,463 -12%

增持

BA BOEING CO

-$276.7K

9,933 +18%

增持

VTV VANGUARD INDEX FDS

+$274.8K

17,399 +2%

清仓

BP BP PLC

-$272.3K

0 -100%

减持

VYM VANGUARD WHITEHALL FDS

+$270.0K

60,716 -4%

减持

— EXXON MOBIL CORP

+$266.3K

43,126 -9%

增持

IWN ISHARES TR

+$265.4K

31,934 +3%

建仓

DKNG DRAFTKINGS INC NEW

+$240.6K

5,298

减持

UNH UNITEDHEALTH GROUP INC

-$234.3K

3,270 -7%

增持

GOOG ALPHABET INC

+$233.4K

14,071 +4%

建仓

AXP AMERICAN EXPRESS CO

+$233.4K

1,025

减持

RTX RTX CORPORATION

-$233.2K

63,193 -17%

增持

KMB KIMBERLY-CLARK CORP

+$231.2K

3,945 +72%

增持

SPY SPDR S&P 500 ETF TR

+$230.9K

4,689 +0%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$229.7K

2,108 +31%

减持

GE GENERAL ELECTRIC CO

+$225.8K

5,236 -4%

建仓

OKE ONEOK INC NEW

+$223.8K

2,791

清仓

SNY SANOFI

-$223.6K

0 -100%

增持

VUG VANGUARD INDEX FDS

+$223.2K

2,531 +21%

建仓

MGK VANGUARD WORLD FD

+$220.5K

769

增持

— ARISTA NETWORKS INC

+$219.8K

2,976 +9%

减持

NAD NUVEEN QUALITY MUNCP INCOME

-$218.7K

122,462 -14%

清仓

MET METLIFE INC

-$218.3K

0 -100%

建仓

JEPI J P MORGAN EXCHANGE TRADED F

+$216.0K

3,733

清仓

NKE NIKE INC

-$214.5K

0 -100%

建仓

AZO AUTOZONE INC

+$214.3K

68

建仓

MCK MCKESSON CORP

+$213.7K

398

增持

CMCSA COMCAST CORP NEW

+$211.9K

40,475 +15%

减持

EPD ENTERPRISE PRODS PARTNERS L

-$207.6K

98,314 -16%

建仓

LVS LAS VEGAS SANDS CORP

+$206.8K

4,000

建仓

XLP SELECT SECTOR SPDR TR

+$206.2K

2,701

清仓

RIO RIO TINTO PLC

-$202.9K

0 -100%

增持

LVHD LEGG MASON ETF INVT

+$199.3K

46,202 +12%

增持

COR CENCORA INC

+$197.2K

5,099 +1%

减持

CVX CHEVRON CORP NEW

-$197.1K

42,409 -8%

建仓

IOVA IOVANCE BIOTHERAPEUTICS INC

+$192.7K

13,000

增持

WMT WALMART INC

+$191.6K

24,626 +201%

减持

PSX PHILLIPS 66

-$189.1K

17,485 -24%

增持

VOO VANGUARD INDEX FDS

+$184.6K

1,644 +19%

减持

MAR MARRIOTT INTL INC NEW

+$183.8K

8,003 -2%

减持

DJIA GLOBAL X FDS

-$178.3K

230,435 -7%

增持

UNM UNUM GROUP

+$177.0K

19,630 +1%