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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 60
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
RLY
SSGA ACTIVE ETF TR
-$6.9M
8,235
-97%
减持
PSEC
PROSPECT CAP CORP
-$6.9M
946,006
-54%
建仓
NANR
SPDR INDEX SHS FDS
+$6.8M
132,820
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
GPIQ
GOLDMAN SACHS ETF TR
+$5.9M
135,228
+799%
清仓
ICOW
PACER FDS TR
-$4.7M
0
-100%
建仓
CALF
PACER FDS TR
+$4.3M
97,046
增持
SCHG
SCHWAB STRATEGIC TR
+$3.9M
1,548,615
+311%
增持
IWB
ISHARES TR
+$2.7M
89,377
+8%
增持
AAPL
APPLE INC
+$2.6M
131,191
+1%
增持
IWO
ISHARES TR
+$2.4M
28,232
+39%
增持
IWF
ISHARES TR
+$2.3M
81,427
+0%
增持
VGT
VANGUARD WORLD FD
+$2.2M
34,380
+5%
减持
CVS
CVS HEALTH CORP
-$2.0M
67,429
-16%
增持
AMZN
AMAZON COM INC
+$1.9M
53,619
+1%
清仓
—
BROOKFIELD RENEWABLE CORP
-$1.9M
0
-100%
增持
IVV
ISHARES TR
+$1.6M
31,038
+7%
建仓
ANET
ARISTA NETWORKS INC
+$1.6M
14,052
减持
MMD
NYLI MACKAY DEFINEDTERM MUNI
-$1.6M
47,546
-65%
减持
DOW
DOW INC
-$1.5M
90,524
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
7,507
+50%
增持
QQQ
INVESCO QQQ TR
+$1.5M
10,787
+32%
减持
KMI
KINDER MORGAN INC DEL
+$1.5M
303,452
-1%
减持
—
UNILEVER PLC
-$1.5M
130,825
-5%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
5,818
+87%
减持
AMGN
AMGEN INC
-$1.5M
22,167
-2%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$1.4M
52,126
增持
DGRO
ISHARES TR
+$1.4M
503,935
+7%
增持
IJR
ISHARES TR
+$1.3M
154,634
+10%
清仓
—
ARISTA NETWORKS INC
-$1.3M
0
-100%
增持
QCOM
QUALCOMM INC
-$1.2M
77,129
+1%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
69,537
+1%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$1.1M
9,460
+215%
减持
PFE
PFIZER INC
-$1.1M
157,451
-13%
增持
GOOGL
ALPHABET INC
+$1.1M
28,148
+10%
增持
COWZ
PACER FDS TR
+$1.0M
177,173
+14%
减持
RWO
SPDR INDEX SHS FDS
-$998.7K
116,980
-8%
减持
JPM
JPMORGAN CHASE & CO.
+$953.4K
45,536
-4%
减持
NEM
NEWMONT CORP
-$930.8K
35,760
-15%
减持
LMT
LOCKHEED MARTIN CORP
-$920.3K
8,793
-1%
减持
BAC
BANK AMERICA CORP
+$896.0K
248,316
-2%
增持
IYF
ISHARES TR
+$885.0K
112,867
+1%
增持
NVDA
NVIDIA CORPORATION
+$873.8K
59,405
+2%
增持
BND
VANGUARD BD INDEX FDS
-$871.5K
277,655
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$860.7K
165,142
-1%
增持
IWP
ISHARES TR
+$809.2K
79,301
+1%
减持
CSCO
CISCO SYS INC
+$773.9K
163,189
-2%
减持
TSLA
TESLA INC
+$747.9K
5,754
-4%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$741.6K
1,455,963
+4%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$721.7K
55,965
-5%
增持
GOOG
ALPHABET INC
+$719.1K
20,665
+7%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$706.5K
226,258
-2%
减持
MAR
MARRIOTT INTL INC NEW
-$704.9K
4,503
-43%
增持
CEFS
EXCHANGE LISTED FDS TR
+$695.7K
65,746
+105%
减持
UPS
UNITED PARCEL SERVICE INC
-$637.0K
41,434
-4%
增持
MO
ALTRIA GROUP INC
+$597.0K
37,370
+41%
减持
OXY
OCCIDENTAL PETE CORP
-$574.4K
12,102
-47%
增持
GLD
SPDR GOLD TR
+$566.4K
43,072
+6%
减持
AVGO
BROADCOM INC
+$556.3K
10,124
-2%
清仓
CE
CELANESE CORP DEL
-$549.3K
0
-100%
建仓
BLK
BLACKROCK INC
+$532.6K
520
减持
AMAT
APPLIED MATLS INC
-$532.3K
12,623
-1%
减持
GD
GENERAL DYNAMICS CORP
-$529.3K
7,455
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$492.5K
11,146
-1%
减持
EMR
EMERSON ELEC CO
+$492.0K
43,545
-3%
增持
VO
VANGUARD INDEX FDS
+$476.7K
29,210
+6%
增持
PSA
PUBLIC STORAGE OPER CO
-$470.2K
8,697
+3%
清仓
—
BLACKROCK INC
-$469.0K
0
-100%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$461.0K
8,197
减持
D
DOMINION ENERGY INC
-$457.5K
47,761
-9%
减持
INTC
INTEL CORP
-$454.2K
74,816
-10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$448.1K
113,132
+6%
减持
MUB
ISHARES TR
-$446.7K
4,306
-48%
减持
FLG
FLAGSTAR FINANCIAL INC
-$446.1K
10,256
-79%
增持
SPDW
SPDR INDEX SHS FDS
-$445.6K
166,157
+2%
增持
IJH
ISHARES TR
+$435.0K
37,285
+23%
建仓
MSTR
MICROSTRATEGY INC
+$434.4K
1,500
增持
GSLC
GOLDMAN SACHS ETF TR
+$432.6K
107,955
+2%
建仓
LII
LENNOX INTL INC
+$422.2K
693
增持
WMT
WALMART INC
+$420.8K
26,568
+8%
减持
REGN
REGENERON PHARMACEUTICALS
-$420.1K
1,044
-6%
增持
COP
CONOCOPHILLIPS
+$418.7K
10,981
+72%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$414.7K
48,229
-21%
减持
IWR
ISHARES TR
-$402.5K
273,912
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$402.2K
167,775
+7%
增持
—
EXXON MOBIL CORP
-$396.6K
48,284
+1%
增持
MOAT
VANECK ETF TRUST
+$394.8K
36,170
+19%
建仓
SGOL
ETFS GOLD TR
+$393.3K
15,700
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$392.0K
75,068
+1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$376.0K
173,939
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$374.2K
59,685
-4%
减持
ORCL
ORACLE CORP
-$372.0K
15,394
-11%
减持
RTX
RTX CORPORATION
-$363.3K
59,275
-1%
减持
UAL
UNITED AIRLS HLDGS INC
+$361.4K
9,670
-5%
清仓
IBB
ISHARES TR
-$356.3K
0
-100%
减持
PSX
PHILLIPS 66
-$350.8K
17,503
-2%
建仓
MCK
MCKESSON CORP
+$348.1K
611
增持
COST
COSTCO WHSL CORP NEW
+$346.8K
4,235
+6%
增持
V
VISA INC
+$344.6K
6,340
+5%
增持
SPTM
SPDR SER TR
+$336.2K
122,828
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$336.2K
4,939
-2%
增持
MRK
MERCK & CO INC
-$333.3K
68,080
+9%
增持
SCHV
SCHWAB STRATEGIC TR
+$332.0K
1,197,455
+212%
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$331.9K
12,715
减持
DJIA
GLOBAL X FDS
-$329.4K
244,927
-3%
建仓
MS
MORGAN STANLEY
+$328.4K
2,612
减持
MUNI
PIMCO ETF TR
-$324.8K
226,489
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$320.1K
38,643
+3%
增持
DIS
DISNEY WALT CO
+$317.1K
14,539
+7%
减持
GIS
GENERAL MLS INC
-$313.6K
28,784
-1%
增持
ET
ENERGY TRANSFER L P
+$297.6K
46,033
+22%
增持
MPWR
MONOLITHIC PWR SYS INC
-$296.5K
991
+4%
减持
LVHD
LEGG MASON ETF INVT
-$293.6K
44,664
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$291.3K
7,097
+8%
减持
FMB
FIRST TR EXCH TRADED FD III
-$286.9K
40,945
-10%
增持
CORP
PIMCO ETF TR
-$286.9K
166,118
+3%
建仓
XLE
SELECT SECTOR SPDR TR
+$284.5K
3,321
增持
ABBV
ABBVIE INC
-$280.0K
14,198
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$276.9K
2,883
-34%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$275.8K
75,836
-2%
增持
IWD
ISHARES TR
-$275.6K
69,572
+0%
减持
BCE
BCE INC
-$273.7K
12,325
-23%
建仓
ALL
ALLSTATE CORP
+$272.3K
1,412
减持
PEP
PEPSICO INC
-$270.2K
14,161
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$265.6K
316,235
+6%
减持
BX
BLACKSTONE INC
+$259.3K
15,101
-1%
增持
BA
BOEING CO
+$258.6K
9,557
+1%
减持
CWB
SPDR SER TR
+$258.1K
210,085
-0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$249.9K
56,473
-1%
建仓
DTM
DT MIDSTREAM INC
+$248.9K
2,503
增持
HON
HONEYWELL INTL INC
+$241.0K
7,202
+7%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$240.6K
10,735
+2%
建仓
NOW
SERVICENOW INC
+$238.5K
225
减持
DHR
DANAHER CORPORATION
-$238.1K
4,899
-0%
减持
ILCG
ISHARES TR
-$233.1K
14,295
-21%
建仓
EMO
CLEARBRIDGE ENERGY MIDSTRM O
+$230.4K
4,950
增持
UNH
UNITEDHEALTH GROUP INC
-$230.4K
2,956
+0%
减持
—
BARRICK GOLD CORP
-$229.7K
50,744
-1%
建仓
STT
STATE STR CORP
+$228.9K
2,332
清仓
GWW
GRAINGER W W INC
-$226.1K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$223.8K
0
-100%
减持
GSK
GSK PLC
-$222.9K
23,548
-6%
减持
MDLZ
MONDELEZ INTL INC
-$222.7K
14,900
-1%
增持
USB
US BANCORP DEL
+$219.2K
67,997
+3%
清仓
URI
UNITED RENTALS INC
-$217.9K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$217.2K
1,029
-38%
建仓
EME
EMCOR GROUP INC
+$217.0K
478
建仓
ETX
EATON VANCE MUN INCOME 2028
+$216.8K
12,312
建仓
CBSH
COMMERCE BANCSHARES INC
+$216.1K
3,468
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$214.2K
0
-100%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$213.5K
10,848
-25%
