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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 53
减持 57
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
GCOR
GOLDMAN SACHS ETF TR
+$15.4M
372,878
减持
PYLD
PIMCO ETF TR
-$8.3M
7,840
-98%
减持
IWF
ISHARES TR
-$7.7M
71,032
-11%
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
VCIT
VANGUARD SCOTTSDALE FDS
+$6.6M
144,203
+128%
增持
MSFT
MICROSOFT CORP
-$5.9M
56,098
+2%
增持
DGRO
ISHARES TR
+$5.2M
576,049
+13%
减持
IJR
ISHARES TR
-$4.4M
84,337
-32%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$4.1M
44,241
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$4.0M
36,234
减持
AGG
ISHARES TR
-$4.0M
24,010
-62%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.6M
1,244,250
+7%
减持
IWD
ISHARES TR
-$3.4M
49,297
-26%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.9M
30,810
+1366%
减持
QCOM
QUALCOMM INC
-$2.8M
60,329
-2%
增持
XRNPX
COHEN & STEERS REIT & PFD &
+$2.8M
561,075
+35%
增持
GLD
SPDR GOLD TR
+$2.5M
42,807
+7%
减持
JNJ
JOHNSON & JOHNSON
+$2.3M
62,889
-1%
增持
NANR
SPDR INDEX SHS FDS
+$2.2M
126,838
+2%
减持
AAPL
APPLE INC
-$2.1M
115,126
-0%
清仓
WPC
WP CAREY INC
-$2.1M
0
-100%
减持
—
EXXON MOBIL CORP
+$1.9M
44,515
-5%
减持
IWB
ISHARES TR
-$1.8M
82,562
-1%
增持
VGT
VANGUARD WORLD FD
-$1.7M
36,394
+1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$1.5M
224,691
+12%
减持
JPM
JPMORGAN CHASE & CO
-$1.5M
39,671
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$1.5M
271,551
+8%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.5M
1,631,157
+9%
减持
AMZN
AMAZON COM INC
-$1.4M
53,757
-2%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$1.4M
1,591,047
-0%
减持
BAC
BANK AMERICA CORP
-$1.4M
201,942
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.4M
30,370
+3%
减持
KMI
KINDER MORGAN INC DEL
+$1.3M
233,351
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
33,835
-3%
增持
IYF
ISHARES TR
-$1.1M
113,726
+1%
减持
UL
UNILEVER PLC
-$1.1M
83,670
-7%
增持
MUNI
PIMCO ETF TR
+$1.1M
54,855
+61%
建仓
TRU
TRANSUNION
+$1.0M
14,566
增持
FUMB
FIRST TR EXCH TRADED FD III
+$992.2K
526,024
+10%
增持
COWZ
PACER FDS TR
+$969.6K
202,328
+4%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$963.3K
17,439
减持
CVX
CHEVRON CORPORATION
+$957.8K
35,946
-15%
减持
AMAT
APPLIED MATLS INC
+$947.2K
13,999
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
+$874.2K
119,382
-5%
增持
VTI
VANGUARD INDEX FDS
+$871.8K
10,329
+42%
建仓
ILS
ETF OPPORTUNITIES TRUST
+$855.9K
43,250
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$855.6K
352,834
+13%
增持
DGRS
WISDOMTREE TR
+$818.9K
103,184
+10%
增持
CEFS
EXCHANGE LISTED FDS TR
+$818.5K
231,780
+21%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$781.4K
308,983
+9%
减持
LMT
LOCKHEED MARTIN CORP
+$775.6K
6,960
-2%
增持
CAT
CATERPILLAR INC
+$770.5K
5,193
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$766.7K
403,228
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$762.1K
112,381
+3%
清仓
GLDM
WORLD GOLD TR
-$756.5K
0
-100%
减持
T
AT&T INC
+$740.3K
197,919
-2%
减持
MRK
MERCK & CO INC
+$727.6K
61,160
-3%
减持
EMR
EMERSON ELEC CO
-$719.2K
35,568
-12%
减持
PSX
PHILLIPS 66
+$704.3K
15,400
-5%
增持
BX
BLACKSTONE INC
-$659.6K
17,801
+1%
增持
ORCL
ORACLE CORP
-$655.6K
14,805
+2%
增持
VO
VANGUARD INDEX FDS
+$641.1K
31,200
+9%
减持
GS
GOLDMAN SACHS GROUP INC
-$613.9K
3,860
-13%
增持
IGIB
ISHARES TR
+$611.3K
15,737
+275%
增持
DJIA
GLOBAL X FDS
+$606.2K
60,131
+101%
清仓
GUNR
FLEXSHARES TR
-$600.9K
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$599.9K
16,766
-10%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$598.1K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$590.8K
0
-100%
增持
CORP
PIMCO ETF TR
+$567.7K
184,228
+4%
增持
IVW
ISHARES TR
+$563.0K
44,680
+23%
减持
QQQ
INVESCO QQQ TR
-$562.0K
11,490
-2%
清仓
LPLA
LPL FINL HLDGS INC
-$560.6K
0
-100%
减持
—
LYONDELLBASELL INDUSTRIES NV
+$558.0K
18,706
-15%
建仓
—
AMRIZE LTD
+$554.0K
9,889
增持
SPDW
SPDR INDEX SHS FDS
+$546.6K
169,407
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$541.3K
24,814
+48%
增持
VYM
VANGUARD WHITEHALL FDS
+$539.4K
62,172
+3%
增持
XYLD
GLOBAL X FDS
+$522.0K
138,224
+15%
建仓
—
ASTRAZENECA PLC
+$512.6K
2,599
减持
MOAT
VANECK ETF TRUST
-$500.8K
27,695
-10%
减持
CVS
CVS HEALTH CORP
-$493.3K
45,290
-4%
减持
IP
INTERNATIONAL PAPER CO
-$487.1K
37,645
-19%
清仓
—
ASTRAZENECA PLC
-$477.9K
0
-100%
清仓
RIOT
RIOT PLATFORMS INC
-$477.8K
0
-100%
清仓
SHOP
SHOPIFY INC
-$475.7K
0
-100%
减持
TFC
TRUIST FINL CORP
-$471.0K
69,282
-7%
减持
DIS
DISNEY WALT CO
-$457.7K
13,847
-12%
增持
IWP
ISHARES TR
-$448.0K
82,563
+3%
增持
TSLA
TESLA INC
-$435.4K
5,804
+1%
增持
RLY
SSGA ACTIVE ETF TR
+$434.4K
36,277
+30%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$432.5K
8,870
-1%
减持
PRU
PRUDENTIAL FINL INC
-$424.4K
20,275
-5%
减持
IWR
ISHARES TR
-$423.7K
237,554
-3%
清仓
IVE
ISHARES TR
-$418.0K
0
-100%
增持
AGX
ARGAN INC
+$417.6K
1,155
+71%
建仓
FIX
COMFORT SYS USA INC
+$411.6K
299
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$409.7K
6,891
+9%
建仓
BND
VANGUARD BD INDEX FDS
+$401.2K
5,448
清仓
AXON
AXON ENTERPRISE INC
-$390.7K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$384.6K
6,317
+22%
增持
SPTM
SPDR SERIES TRUST
-$382.7K
160,153
+1%
清仓
HOOD
ROBINHOOD MKTS INC
-$381.5K
0
-100%
减持
FDX
FEDEX CORP
+$377.3K
8,266
-7%
减持
PSA
PUBLIC STORAGE OPER CO
-$371.8K
4,496
-27%
建仓
CIEN
CIENA CORP
+$370.4K
954
减持
COF
CAPITAL ONE FINL CORP
-$369.8K
2,872
-22%
增持
IWM
ISHARES TR
+$367.5K
43,140
+3%
减持
CRM
SALESFORCE INC
-$360.7K
3,715
-7%
减持
RTX
RTX CORPORATION
+$354.1K
50,854
-1%
减持
GOOD
GLADSTONE COMMERCIAL CORP
-$353.7K
190,937
-20%
减持
—
MEDTRONIC PLC
-$353.4K
16,056
-12%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$352.2K
8,410
-11%
建仓
WDC
WESTERN DIGITAL CORP
+$347.0K
1,283
清仓
LII
LENNOX INTL INC
-$338.1K
0
-100%
增持
IWS
ISHARES TR
+$336.5K
67,792
+0%
减持
—
ACCENTURE PLC IRELAND
-$336.0K
2,249
-23%
清仓
SPYD
SPDR SERIES TRUST
-$328.0K
0
-100%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$327.2K
175,490
+11%
减持
LLY
ELI LILLY & CO
-$325.3K
1,591
-4%
减持
VOO
VANGUARD INDEX FDS
-$321.6K
8,980
-1%
减持
WMT
WALMART INC
+$313.6K
25,274
-0%
增持
TRGP
TARGA RES CORP
+$311.4K
2,125
+77%
减持
KKR
KKR & CO INC
-$310.5K
5,474
-15%
清仓
STT
STATE STR CORP
-$306.4K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$306.3K
3,972
减持
GEV
GE VERNOVA INC
+$305.3K
1,518
-3%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$302.9K
2,556
+21%
清仓
ED
CONSOLIDATED EDISON INC
-$302.5K
0
-100%
清仓
ARKB
ARK 21SHARES BITCOIN ETF
-$299.9K
0
-100%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$299.6K
11,972
+11%
增持
V
VISA INC
-$295.9K
6,235
+0%
减持
ENFR
ALPS ETF TR
+$295.3K
48,146
-2%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$293.4K
0
-100%
建仓
IWC
ISHARES TR
+$293.3K
1,838
减持
CWB
SPDR SERIES TRUST
+$292.6K
186,523
-1%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$291.3K
0
-100%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$290.3K
13,020
+56%
建仓
AGI
ALAMOS GOLD INC
+$288.8K
6,500
增持
NVDA
NVIDIA CORPORATION
-$276.8K
67,023
+4%
增持
IVV
ISHARES TR
-$276.6K
36,340
+4%
清仓
DAL
DELTA AIR LINES INC DEL
-$275.7K
0
-100%
减持
MTB
M & T BK CORP
-$273.9K
1,987
-42%
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$273.1K
12,610
清仓
—
MAGNUM ICE CREAM CO NV
-$272.8K
0
-100%
清仓
IBB
ISHARES TR
-$272.4K
0
-100%
建仓
WY
WEYERHAEUSER CO
+$271.2K
11,100
增持
NEE
NEXTERA ENERGY INC
+$270.2K
16,152
+5%
减持
AMGN
AMGEN INC
+$267.3K
19,346
-3%
减持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$266.2K
45,638
-3%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$264.7K
0
-100%
