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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 25
增持 51
减持 50
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
VSDM
VANGUARD MUN BD FDS
+$10.0M
132,987
减持
VTEB
VANGUARD MUN BD FDS
-$8.1M
5,926
-96%
减持
IWF
ISHARES TR
-$4.8M
77,153
-5%
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
XRNPX
COHEN & STEERS REIT & PFD &
+$4.4M
221,362
+810%
减持
RWO
SPDR INDEX SHS FDS
-$4.4M
15,057
-87%
清仓
CALF
PACER FDS TR
-$4.3M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
-$4.0M
1,563,630
+1%
减持
AAPL
APPLE INC
-$3.8M
130,696
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
38,557
-0%
增持
MSFT
MICROSOFT CORP
-$2.7M
61,327
+1%
减持
IWB
ISHARES TR
-$2.4M
85,903
-4%
减持
IWR
ISHARES TR
-$2.3M
257,792
-6%
增持
VGT
VANGUARD WORLD FD
-$2.3M
35,217
+2%
增持
GLD
SPDR GOLD TR
+$2.2M
44,003
+2%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$2.1M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
70,496
+1%
增持
IJR
ISHARES TR
+$1.6M
185,802
+20%
减持
IWO
ISHARES TR
-$1.4M
26,179
-7%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$1.4M
194,871
+12%
增持
AMZN
AMAZON COM INC
-$1.3M
54,988
+3%
减持
IWM
ISHARES TR
-$1.3M
36,928
-6%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
288,482
+4%
建仓
TRU
TRANSUNION
+$1.2M
14,564
减持
QQQ
INVESCO QQQ TR
-$1.2M
9,198
-15%
减持
T
AT&T INC
+$1.2M
221,622
-1%
减持
CVS
CVS HEALTH CORP
+$1.2M
61,796
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
415,541
+9%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$1.1M
15,060
+59%
增持
NVDA
NVIDIA CORPORATION
-$1.1M
63,315
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
34,582
+2%
减持
AMGN
AMGEN INC
+$1.1M
22,115
-0%
增持
CVX
CHEVRON CORP NEW
+$1.1M
45,781
+1%
减持
IVV
ISHARES TR
-$1.1M
30,630
-1%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$1.1M
254,177
+12%
减持
RTX
RTX CORPORATION
+$986.8K
59,234
-0%
减持
IWN
ISHARES TR
-$798.0K
29,775
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
+$789.4K
162,994
-1%
增持
TSLA
TESLA INC
-$776.3K
5,971
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$757.4K
40,616
-2%
增持
—
EXXON MOBIL CORP
+$748.6K
49,966
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$726.2K
106,360
-1%
减持
AVGO
BROADCOM INC
-$691.1K
9,891
-2%
减持
BAC
BANK AMERICA CORP
-$687.6K
245,048
-1%
增持
IWP
ISHARES TR
-$682.6K
79,741
+1%
增持
MRK
MERCK & CO INC
-$660.8K
68,090
+0%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$640.5K
1,491,197
+2%
减持
IWD
ISHARES TR
-$636.4K
65,069
-6%
增持
GOOGL
ALPHABET INC
-$632.3K
30,368
+8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$614.9K
62,964
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$588.8K
16,900
+158%
减持
FDX
FEDEX CORP
-$582.4K
9,358
-8%
增持
EMR
EMERSON ELEC CO
-$581.4K
43,918
+1%
建仓
RIOT
RIOT PLATFORMS INC
+$571.3K
80,237
减持
SPY
SPDR S&P 500 ETF TR
-$567.5K
6,851
-9%
建仓
COWG
PACER FDS TR
+$561.1K
18,224
增持
DJIA
GLOBAL X FDS
+$560.0K
274,186
+12%
增持
GOOD
GLADSTONE COMMERCIAL CORP
-$501.2K
407,543
+0%
增持
GOOG
ALPHABET INC
-$492.2K
22,040
+7%
减持
VO
VANGUARD INDEX FDS
-$484.3K
27,960
-4%
增持
BX
BLACKSTONE INC
-$483.3K
15,169
+0%
减持
TFC
TRUIST FINL CORP
-$453.1K
91,748
-6%
减持
ORCL
ORACLE CORP
-$453.0K
15,108
-2%
减持
CMI
CUMMINS INC
-$429.3K
9,433
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$423.9K
116,335
+3%
建仓
DELL
DELL TECHNOLOGIES INC
+$421.1K
4,620
增持
IVW
ISHARES TR
-$417.5K
48,295
+0%
增持
AGG
ISHARES TR
+$405.1K
46,070
+8%
减持
PSEC
PROSPECT CAP CORP
-$393.4K
898,508
-5%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$383.6K
10,000
-67%
减持
GM
GENERAL MTRS CO
-$383.0K
17,432
-23%
增持
USB
US BANCORP DEL
-$381.4K
68,000
+0%
增持
WPC
WP CAREY INC
+$371.3K
37,361
+2%
减持
REGN
REGENERON PHARMACEUTICALS
-$368.2K
592
-43%
减持
LMT
LOCKHEED MARTIN CORP
-$365.7K
8,746
-1%
减持
NANR
SPDR INDEX SHS FDS
+$362.4K
128,816
-3%
建仓
PSH
PGIM ETF TR
+$361.2K
7,179
增持
COST
COSTCO WHSL CORP NEW
+$360.5K
4,484
+6%
减持
UAL
UNITED AIRLS HLDGS INC
-$355.9K
8,493
-12%
增持
META
META PLATFORMS INC
+$351.0K
2,337
+37%
清仓
DAL
DELTA AIR LINES INC DEL
-$349.6K
0
-100%
减持
PFE
PFIZER INC
-$343.8K
151,279
-4%
减持
ABT
ABBOTT LABS
+$340.8K
19,787
-2%
清仓
SPYD
SPDR SER TR
-$339.7K
0
-100%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$337.2K
2,716
增持
QYLD
GLOBAL X FDS
+$336.8K
321,116
+17%
清仓
MS
MORGAN STANLEY
-$328.4K
0
-100%
减持
CWB
SPDR SER TR
-$321.1K
209,376
-0%
建仓
RIO
RIO TINTO PLC
+$319.3K
5,315
增持
CEFS
EXCHANGE LISTED FDS TR
+$316.5K
80,862
+23%
增持
ANET
ARISTA NETWORKS INC
-$306.9K
16,085
+14%
建仓
JAAA
JANUS DETROIT STR TR
+$299.2K
5,900
增持
DOW
DOW INC
-$298.7K
95,477
+5%
清仓
EFV
ISHARES TR
-$297.6K
0
-100%
减持
CRM
SALESFORCE INC
-$296.0K
3,240
-7%
增持
MOAT
VANECK ETF TRUST
+$286.3K
41,366
+14%
减持
ESGU
ISHARES TR
-$282.1K
2,959
-41%
增持
INCM
FRANKLIN TEMPLETON ETF TR
+$278.4K
22,915
+80%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$275.9K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$271.8K
0
-100%
减持
MO
ALTRIA GROUP INC
+$271.1K
37,074
-1%
增持
COR
CENCORA INC
+$268.4K
5,019
+0%
建仓
LUCD
LUCID DIAGNOSTICS INC
+$266.4K
178,795
建仓
GDXJ
VANECK ETF TRUST
+$266.0K
4,650
增持
GPIQ
GOLDMAN SACHS ETF TR
+$265.0K
154,601
+14%
清仓
MGK
VANGUARD WORLD FD
-$264.9K
0
-100%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$258.9K
2,000
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$254.6K
1,726
清仓
GLAD
GLADSTONE CAPITAL CORP
-$249.6K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$248.2K
10,688
-4%
减持
DGRO
ISHARES TR
-$244.4K
496,391
-1%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$240.8K
0
-100%
清仓
NOW
SERVICENOW INC
-$238.5K
0
-100%
减持
NEM
NEWMONT CORP
+$235.2K
32,440
-9%
清仓
TLT
ISHARES TR
-$234.9K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$233.1K
5,070
减持
PRU
PRUDENTIAL FINL INC
-$229.9K
21,859
-3%
清仓
PDEC
INNOVATOR ETFS TRUST
-$229.5K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$229.3K
2,200
清仓
STT
STATE STR CORP
-$228.9K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$228.8K
435
减持
IYW
ISHARES TR
-$228.6K
3,366
-23%
清仓
NKE
NIKE INC
-$226.3K
0
-100%
增持
COP
CONOCOPHILLIPS
+$224.8K
12,510
+14%
清仓
RLY
SSGA ACTIVE ETF TR
-$222.5K
0
-100%
清仓
PPL
PPL CORP
-$220.4K
0
-100%
清仓
ESGD
ISHARES TR
-$218.2K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$217.1K
161,715
-3%
清仓
ETX
EATON VANCE MUN INCOME 2028
-$216.8K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$214.6K
2,945
建仓
ORLA
ORLA MNG LTD NEW
+$214.1K
22,900
增持
UTG
REAVES UTIL INCOME FD
+$212.5K
47,920
+13%
清仓
FCPI
FIDELITY COVINGTON TRUST
-$211.8K
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$211.5K
4,386
-3%
建仓
SAP
SAP SE
+$210.7K
785
建仓
HEI
HEICO CORP NEW
+$208.7K
781
增持
WPM
WHEATON PRECIOUS METALS CORP
+$208.3K
8,622
+5%
增持
SO
SOUTHERN CO
+$208.3K
15,976
+4%
建仓
AFL
AFLAC INC
+$205.7K
1,850
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$204.9K
0
-100%
增持
COWZ
PACER FDS TR
+$204.1K
186,465
+5%
减持
ET
ENERGY TRANSFER L P
-$203.9K
37,543
-18%
建仓
RBC
RBC BEARINGS INC
+$202.7K
630
清仓
GILD
GILEAD SCIENCES INC
-$202.6K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$201.9K
2,703
减持
KMI
KINDER MORGAN INC DEL
+$201.0K
298,479
-2%
建仓
TRGP
TARGA RES CORP
+$200.5K
1,000
增持
XLK
SELECT SECTOR SPDR TR
-$197.5K
8,302
+1%
清仓
—
IREN LIMITED
-$196.4K
0
-100%
建仓
RYLD
GLOBAL X FDS
+$196.3K
13,000
增持
VYM
VANGUARD WHITEHALL FDS
+$195.2K
60,565
+1%
