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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 34
增持 38
减持 68
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$8.5M
320,240
清仓
SPTI
SPDR SERIES TRUST
-$7.4M
0
-100%
清仓
—
UNILEVER PLC
-$7.0M
0
-100%
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。
建仓
UL
UNILEVER PLC
+$5.9M
89,544
减持
MSFT
MICROSOFT CORP
-$4.6M
55,204
-9%
增持
GOOGL
ALPHABET INC
+$3.0M
33,880
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.0M
125,675
-23%
减持
GOOD
GLADSTONE COMMERCIAL CORP
-$2.0M
237,689
-35%
减持
MOAT
VANECK ETF TRUST
-$1.8M
30,696
-39%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.7M
1,501,657
-5%
减持
QCOM
QUALCOMM INC
-$1.7M
61,822
-16%
增持
PTY
PIMCO CORPORATE & INCOME OPP
-$1.7M
1,596,655
+3%
增持
GOOG
ALPHABET INC
+$1.7M
21,390
+4%
减持
PSEC
PROSPECT CAP CORP
-$1.6M
87,115
-87%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
34,703
-8%
减持
KMI
KINDER MORGAN INC DEL
-$1.4M
239,092
-16%
减持
VTV
VANGUARD INDEX FDS
-$1.3M
14,954
-33%
减持
T
AT&T INC
-$1.3M
201,180
-9%
增持
IVV
ISHARES TR
+$1.3M
35,060
+3%
减持
PFF
ISHARES TR
-$1.2M
130,146
-22%
减持
IVW
ISHARES TR
-$1.2M
36,434
-23%
减持
PSA
PUBLIC STORAGE OPER CO
-$1.2M
6,126
-37%
清仓
TRU
TRANSUNION
-$1.2M
0
-100%
减持
GLD
SPDR GOLD TR
+$1.2M
40,112
-3%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.2M
1,160,962
-5%
增持
AVGO
BROADCOM INC
+$1.1M
13,718
+25%
增持
ORCL
ORACLE CORP
-$1.1M
14,537
+5%
增持
CEFS
EXCHANGE LISTED FDS TR
+$995.4K
191,327
+28%
增持
VOO
VANGUARD INDEX FDS
+$984.0K
9,069
+18%
减持
BAC
BANK AMERICA CORP
-$887.5K
204,423
-13%
减持
UTG
REAVES UTIL INCOME FD
-$876.8K
27,445
-42%
增持
AGG
ISHARES TR
+$865.0K
63,505
+16%
增持
AMAT
APPLIED MATLS INC
+$798.9K
14,933
+1%
减持
HD
HOME DEPOT INC
-$773.7K
7,931
-8%
建仓
GLDM
WORLD GOLD TR
+$756.5K
8,861
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$753.0K
2
-33%
减持
MRK
MERCK & CO INC
+$753.0K
62,981
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$751.1K
29,506
-12%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$741.0K
284,164
+7%
增持
LLY
ELI LILLY & CO
+$739.5K
1,664
+21%
减持
—
LYONDELLBASELL INDUSTRIES N
-$734.1K
21,916
-36%
建仓
SLV
ISHARES SILVER TR
+$719.8K
11,173
增持
AMD
ADVANCED MICRO DEVICES INC
+$697.2K
10,654
+9%
减持
LMT
LOCKHEED MARTIN CORP
-$693.3K
7,093
-14%
减持
CORP
PIMCO ETF TR
-$691.6K
176,449
-3%
减持
IP
INTERNATIONAL PAPER CO
-$653.3K
46,485
-13%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$645.8K
8,955
-16%
减持
DGRO
ISHARES TR
+$643.5K
507,686
-0%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$639.8K
476,298
-6%
建仓
GUNR
FLEXSHARES TR
+$600.9K
13,107
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$590.8K
10,989
减持
COST
COSTCO WHSL CORP NEW
-$576.7K
4,051
-8%
减持
IWP
ISHARES TR
-$571.2K
80,517
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$567.4K
98,121
-6%
建仓
CLX
CLOROX CO DEL
+$559.6K
5,550
增持
GE
GE AEROSPACE
+$555.4K
7,452
+29%
增持
IWD
ISHARES TR
+$550.1K
66,398
+1%
减持
B
BARRICK MNG CORP
+$525.9K
49,621
-1%
增持
VTI
VANGUARD INDEX FDS
+$522.0K
7,284
+24%
减持
CVX
CHEVRON CORP NEW
-$521.1K
42,514
-6%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$510.4K
22,400
-41%
增持
SPTM
SPDR SERIES TRUST
+$508.2K
158,114
+2%
增持
XRNPX
COHEN & STEERS REIT & PFD &
+$499.5K
417,040
+20%
增持
CAT
CATERPILLAR INC
+$498.5K
5,077
+1%
减持
QDIV
GLOBAL X FDS
-$489.0K
145,043
-7%
建仓
MU
MICRON TECHNOLOGY INC
+$483.6K
1,694
建仓
LRGF
ISHARES TR
+$479.2K
6,902
增持
APH
AMPHENOL CORP NEW
+$473.9K
9,049
+49%
减持
ENFR
ALPS ETF TR
-$473.7K
49,096
-21%
减持
TPYP
TORTOISE CAPITAL SERIES TRUS
-$449.3K
47,234
-19%
减持
COWZ
PACER FDS TR
+$448.6K
194,250
-1%
建仓
C
CITIGROUP INC
+$445.0K
3,813
减持
FDX
FEDEX CORP
+$444.3K
8,886
-1%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$431.0K
313,233
-5%
增持
XYLD
GLOBAL X FDS
+$424.9K
120,274
+6%
增持
MUNI
PIMCO ETF TR
+$423.6K
34,043
+31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$423.5K
16,789
+61%
减持
KJUL
INNOVATOR ETFS TRUST
-$422.0K
133,300
-11%
减持
PFE
PFIZER INC
-$412.8K
127,843
-9%
建仓
TJX
TJX COS INC NEW
+$401.5K
2,614
建仓
VTEB
VANGUARD MUN BD FDS
+$398.6K
7,926
减持
JNJ
JOHNSON & JOHNSON
+$390.1K
63,389
-8%
建仓
AEM
AGNICO EAGLE MINES LTD
+$388.9K
2,294
减持
IJR
ISHARES TR
-$387.4K
124,160
-4%
减持
CSCO
CISCO SYS INC
-$382.2K
130,053
-14%
建仓
MINT
PIMCO ETF TR
+$381.0K
3,797
增持
VB
VANGUARD INDEX FDS
+$378.9K
20,458
+6%
建仓
LRCX
LAM RESEARCH CORP
+$376.5K
2,199
清仓
OLED
UNIVERSAL DISPLAY CORP
-$371.6K
0
-100%
增持
IWN
ISHARES TR
+$371.4K
32,193
+4%
增持
DJIA
GLOBAL X FDS
+$362.3K
29,954
+121%
增持
COF
CAPITAL ONE FINL CORP
+$361.8K
3,687
+47%
增持
IYF
ISHARES TR
+$361.8K
112,672
+1%
减持
UPS
UNITED PARCEL SERVICE INC
+$359.6K
30,804
-5%
建仓
PH
PARKER-HANNIFIN CORP
+$357.9K
407
清仓
—
SPOTIFY TECHNOLOGY S A
-$356.0K
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$346.5K
19,274
+29%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$336.9K
2,111
-22%
减持
ECL
ECOLAB INC
-$336.8K
1,414
-45%
减持
IWB
ISHARES TR
+$332.3K
83,601
-1%
建仓
IBDU
ISHARES TR
+$332.3K
14,196
建仓
SPYD
SPDR SERIES TRUST
+$328.0K
7,583
减持
JPM
JPMORGAN CHASE & CO.
-$326.4K
40,954
-4%
减持
GIS
GENERAL MLS INC
-$320.2K
27,786
-13%
减持
AAPL
APPLE INC
+$320.1K
115,371
-5%
减持
VYM
VANGUARD WHITEHALL FDS
-$315.4K
60,398
-5%
增持
AXP
AMERICAN EXPRESS CO
+$314.6K
2,106
+51%
增持
META
META PLATFORMS INC
+$311.5K
3,567
+28%
建仓
IBDY
ISHARES TR
+$307.6K
11,766
建仓
STT
STATE STR CORP
+$306.4K
2,375
建仓
ESGD
ISHARES TR
+$306.3K
3,221
建仓
WHR
WHIRLPOOL CORP
+$304.1K
4,215
建仓
ED
CONSOLIDATED EDISON INC
+$302.5K
3,046
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$301.6K
27,360
+24%
减持
BSV
VANGUARD BD INDEX FDS
-$300.0K
250,935
-1%
减持
AMZN
AMAZON COM INC
+$300.0K
54,693
-3%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$299.9K
10,327
减持
CVS
CVS HEALTH CORP
-$294.8K
47,204
-12%
增持
GEV
GE VERNOVA INC
+$294.2K
1,560
+32%
清仓
CUBE
CUBESMART
-$292.5K
0
-100%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$291.3K
8,945
减持
AMGN
AMGEN INC
+$290.8K
19,980
-10%
增持
IWO
ISHARES TR
+$287.1K
20,724
+4%
减持
CWB
SPDR SERIES TRUST
-$285.9K
188,094
-0%
建仓
DAL
DELTA AIR LINES INC DEL
+$275.7K
3,973
增持
CRM
SALESFORCE INC
+$273.0K
3,979
+21%
建仓
—
MAGNUM ICE CREAM CO NV
+$272.8K
17,211
建仓
IBB
ISHARES TR
+$272.4K
1,614
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$271.6K
0
-100%
减持
PSX
PHILLIPS 66
-$271.1K
16,283
-7%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$260.6K
2,585
减持
D
DOMINION ENERGY INC
-$260.2K
39,332
-6%
建仓
XLV
SELECT SECTOR SPDR TR
+$255.1K
1,648
减持
OEF
ISHARES TR
-$254.7K
3,362
-21%
减持
MDLZ
MONDELEZ INTL INC
-$253.9K
13,983
-13%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$253.7K
158,082
+2%
减持
NEM
NEWMONT CORP
+$253.2K
26,930
-7%
减持
HON
HONEYWELL INTL INC
-$253.1K
7,690
-8%
建仓
PDEC
INNOVATOR ETFS TRUST
+$252.0K
5,810
建仓
CTRE
CARETRUST REIT INC
+$251.7K
6,960
建仓
GILD
GILEAD SCIENCES INC
+$251.2K
2,046
增持
IWS
ISHARES TR
+$250.0K
67,661
+2%
清仓
KBE
SPDR SERIES TRUST
-$248.9K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$248.9K
0
-100%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$247.8K
67,563
-39%
清仓
SEZL
SEZZLE INC
-$247.7K
0
-100%
减持
DOW
DOW INC
-$247.1K
19,877
-36%
建仓
FCX
FREEPORT-MCMORAN INC
+$246.8K
4,860
增持
IBDV
ISHARES TR
+$246.4K
23,446
+92%
减持
VO
VANGUARD INDEX FDS
-$243.0K
28,664
-2%
