小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 59
减持 61
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.6M
131,116
-3%
建仓
ITM
VANECK ETF TRUST
+$4.3M
93,170
增持
QYLD
GLOBAL X FDS
+$3.8M
258,138
+527%
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。
清仓
XYLD
GLOBAL X FDS
-$3.5M
0
-100%
清仓
TFI
SPDR SER TR
-$2.7M
0
-100%
增持
IWM
ISHARES TR
+$2.6M
37,623
+57%
增持
IVV
ISHARES TR
+$2.5M
27,194
+16%
增持
IWF
ISHARES TR
+$2.5M
80,458
+1%
增持
VGT
VANGUARD WORLD FD
+$2.3M
36,557
+2%
减持
IJR
ISHARES TR
-$2.1M
137,646
-9%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
52,879
+950%
减持
CVS
CVS HEALTH CORP
-$2.0M
84,364
-3%
减持
MUNI
PIMCO ETF TR
-$1.8M
165,212
-16%
减持
INTC
INTEL CORP
-$1.5M
104,315
-3%
增持
GOOG
ALPHABET INC
+$1.5M
19,803
+41%
减持
QCOM
QUALCOMM INC
+$1.5M
77,596
-6%
增持
MOAT
VANECK ETF TRUST
+$1.3M
23,720
+192%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
78,996
-7%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
221,698
+10%
增持
COWZ
PACER FDS TR
+$1.3M
129,059
+30%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$1.1M
1,309,697
+11%
减持
IWR
ISHARES TR
-$1.1M
272,395
-1%
增持
GOOGL
ALPHABET INC
+$1.0M
24,270
+8%
增持
IWB
ISHARES TR
+$1.0M
82,556
+1%
增持
PSEC
PROSPECT CAP CORP
+$1.0M
1,891,268
+10%
增持
AMZN
AMAZON COM INC
+$955.4K
52,541
+3%
增持
T
AT&T INC
+$945.3K
207,309
+21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$929.1K
34,697
-4%
减持
JNJ
JOHNSON & JOHNSON
-$885.9K
68,115
-1%
增持
CORP
PIMCO ETF TR
+$866.2K
154,604
+7%
减持
MRK
MERCK & CO INC
-$858.5K
63,864
-4%
减持
VB
VANGUARD INDEX FDS
-$854.0K
3,397
-51%
减持
CSCO
CISCO SYS INC
-$759.9K
171,977
-4%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$682.2K
215,946
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$620.2K
34,893
-1%
减持
COST
COSTCO WHSL CORP NEW
+$605.3K
5,381
-1%
增持
DGRO
ISHARES TR
+$600.3K
449,974
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$591.3K
178,483
-6%
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$582.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$573.3K
39,035
+3%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$567.8K
3
+50%
减持
HD
HOME DEPOT INC
-$563.6K
7,124
-9%
减持
DOW
DOW INC
-$532.5K
95,936
-1%
增持
QQQ
INVESCO QQQ TR
+$519.4K
7,870
+7%
减持
AMGN
AMGEN INC
+$497.8K
22,359
-2%
增持
MUB
ISHARES TR
+$486.8K
6,774
+210%
增持
VTI
VANGUARD INDEX FDS
+$486.0K
13,603
+12%
建仓
UTG
REAVES UTIL INCOME FD
+$476.8K
17,454
清仓
—
PIONEER NAT RES CO
-$469.3K
0
-100%
减持
PSX
PHILLIPS 66
-$443.0K
17,092
-2%
减持
CMI
CUMMINS INC
-$440.0K
10,663
-7%
减持
—
BROOKFIELD RENEWABLE CORP
-$438.4K
73,787
-28%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$433.8K
16,550
减持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$431.9K
147,803
-16%
增持
PFF
ISHARES TR
+$427.2K
117,916
+15%
增持
—
EXXON MOBIL CORP
+$425.1K
47,238
+10%
减持
BCE
BCE INC
-$417.9K
19,268
-37%
减持
IVW
ISHARES TR
+$416.9K
53,302
-0%
增持
SPTI
SPDR SER TR
+$406.0K
216,801
+8%
减持
USB
US BANCORP DEL
-$397.5K
62,511
-3%
清仓
HYG
ISHARES TR
-$367.9K
0
-100%
减持
BA
BOEING CO
-$366.4K
8,519
-14%
减持
AMAT
APPLIED MATLS INC
+$356.5K
12,557
-1%
减持
GOOD
GLADSTONE COMMERCIAL CORP
-$352.9K
421,215
-8%
清仓
HYLB
DBX ETF TR
-$351.3K
0
-100%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$347.9K
161,333
+5%
增持
ORCL
ORACLE CORP
+$328.9K
18,533
+2%
减持
D
DOMINION ENERGY INC
-$323.8K
57,804
-10%
减持
MSFT
MICROSOFT CORP
+$311.6K
62,349
-5%
增持
CWB
SPDR SER TR
+$311.5K
201,091
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$309.3K
54,311
+8%
减持
V
VISA INC
-$309.1K
6,118
-11%
减持
VUG
VANGUARD INDEX FDS
-$305.4K
1,513
-40%
清仓
ZTS
ZOETIS INC
-$292.0K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
+$289.0K
314,080
-3%
清仓
GPN
GLOBAL PMTS INC
-$270.7K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$267.5K
9,124
+9%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$252.8K
28,225
+3%
减持
UNP
UNION PAC CORP
-$251.1K
9,670
-3%
减持
PEP
PEPSICO INC
-$250.1K
13,894
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$246.3K
49,264
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$242.5K
4,952
+6%
清仓
DKNG
DRAFTKINGS INC NEW
-$240.6K
0
-100%
减持
DGRS
WISDOMTREE TR
-$240.4K
81,489
-1%
减持
MCD
MCDONALDS CORP
-$236.7K
6,952
-2%
增持
IWP
ISHARES TR
+$235.8K
78,260
+6%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$235.8K
139,626
+14%
减持
AMD
ADVANCED MICRO DEVICES INC
-$235.3K
11,161
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$232.6K
8,242
+5%
建仓
XRNPX
COHEN & STEERS REIT & PFD &
+$230.3K
11,305
增持
DIS
DISNEY WALT CO
-$229.8K
11,155
+2%
建仓
FCPI
FIDELITY COVINGTON TRUST
+$229.2K
5,609
建仓
DELL
DELL TECHNOLOGIES INC
+$228.1K
1,654
建仓
GEV
GE VERNOVA INC
+$226.4K
1,320
减持
AVGO
BROADCOM INC
+$225.3K
1,044
-5%
清仓
IRM
IRON MTN INC DEL
-$223.9K
0
-100%
清仓
OKE
ONEOK INC NEW
-$223.8K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$222.7K
3,250
减持
LOW
LOWES COS INC
-$219.4K
5,389
-2%
增持
WMT
WALMART INC
+$216.5K
25,081
+2%
增持
PSA
PUBLIC STORAGE OPER CO
+$212.7K
8,336
+11%
建仓
GLAD
GLADSTONE CAPITAL CORP
+$211.9K
9,105
减持
BX
BLACKSTONE INC
-$209.7K
15,776
-4%
减持
ABBV
ABBVIE INC
-$209.6K
14,359
-2%
减持
GIS
GENERAL MLS INC
-$208.1K
29,753
-0%
建仓
NFLX
NETFLIX INC
+$207.9K
308
清仓
CAG
CONAGRA BRANDS INC
-$207.4K
0
-100%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$207.4K
84,190
-14%
增持
IYF
ISHARES TR
+$207.3K
107,291
+3%
清仓
LVS
LAS VEGAS SANDS CORP
-$206.8K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$206.8K
793
增持
VTV
VANGUARD INDEX FDS
+$206.3K
18,950
+9%
减持
CMCSA
COMCAST CORP NEW
-$206.3K
39,538
-2%
清仓
XLP
SELECT SECTOR SPDR TR
-$206.2K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$204.6K
2,245
增持
SUB
ISHARES TR
+$200.8K
4,231
+83%
建仓
PANW
PALO ALTO NETWORKS INC
+$200.4K
591
增持
ABT
ABBOTT LABS
-$197.9K
21,131
+0%
减持
GSK
GSK PLC
-$197.5K
25,995
-7%
减持
RSG
REPUBLIC SVCS INC
-$194.5K
2,250
-32%
清仓
—
GLADSTONE CAPITAL CORP
-$190.9K
0
-100%
增持
IWN
ISHARES TR
-$189.7K
32,053
+0%
减持
OXY
OCCIDENTAL PETE CORP
-$181.4K
18,111
-11%
增持
GS
GOLDMAN SACHS GROUP INC
+$180.2K
5,151
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$173.7K
105,785
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$172.9K
5,746
+20%
减持
—
ARISTA NETWORKS INC
+$171.3K
2,951
-1%
减持
BFS
SAUL CTRS INC
-$170.7K
25,116
-12%
增持
IWS
ISHARES TR
-$168.7K
42,251
+0%
减持
EMR
EMERSON ELEC CO
-$165.6K
36,856
-1%
增持
TSLA
TESLA INC
+$162.3K
5,964
+3%
增持
ICOW
PACER FDS TR
+$161.5K
144,797
+9%
增持
CAT
CATERPILLAR INC
-$155.7K
4,735
+0%
减持
PRU
PRUDENTIAL FINL INC
-$150.2K
24,106
-5%
增持
IWD
ISHARES TR
-$148.5K
66,816
+1%
增持
GD
GENERAL DYNAMICS CORP
+$142.4K
8,510
+3%
减持
WYNN
WYNN RESORTS LTD
-$140.8K
6,823
-7%
增持
UPS
UNITED PARCEL SERVICE INC
-$139.4K
40,854
+6%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$131.7K
79,246
+4%
增持
—
ACCENTURE PLC IRELAND
-$129.6K
3,289
+1%
减持
RTX
RTX CORPORATION
-$129.1K
60,106
-5%
增持
TXN
TEXAS INSTRS INC
+$128.3K
2,847
+17%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$126.3K
0
-100%
减持
SBUX
STARBUCKS CORP
-$125.2K
7,441
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$122.5K
155,214
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$122.3K
2,600
+7%
减持
KREF
KKR REAL ESTATE FIN TR INC
-$121.7K
46,282
-14%
增持
NSC
NORFOLK SOUTHN CORP
-$120.8K
3,071
+0%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$118.7K
10,165
减持
ROK
ROCKWELL AUTOMATION INC
-$113.7K
1,640
-15%
