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WNY Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WNY Asset Management, LLC
报告期 2026-03-31 · CIK 0001803296
持仓数
249
前50大市值合计
$811.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 56
减持 77
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$14.5M
1,502,158
+57%
增持
CGCP
CAPITAL GROUP FIXED INCOME E
+$14.1M
1,636,676
+57%
增持
GLD
SPDR GOLD TR
+$14.1M
80,047
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。
+2280%
减持
MGV
VANGUARD WORLD FD
-$13.9M
44,434
-75%
增持
TLT
ISHARES TR
+$13.0M
238,215
+92%
增持
SPTL
SPDR SER TR
+$5.9M
220,501
+623%
减持
FLOT
ISHARES TR
-$5.7M
39,758
-74%
减持
TIP
ISHARES TR
-$5.5M
21,920
-71%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.7M
1,096,770
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.0M
96,188
+1258%
减持
VDC
VANGUARD WORLD FDS
-$3.4M
5,041
-78%
建仓
MGK
VANGUARD WORLD FD
+$2.9M
13,990
减持
AAPL
APPLE INC
+$2.1M
62,004
-1%
减持
TBUX
T ROWE PRICE ETF INC
-$1.6M
39,390
-46%
增持
AOK
ISHARES TR
+$1.4M
382,554
+7%
减持
VOE
VANGUARD INDEX FDS
-$1.3M
32,080
-22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
36,276
+166%
增持
VTIP
VANGUARD MALVERN FDS
+$1.2M
200,144
+12%
建仓
VUG
VANGUARD INDEX FDS
+$1.2M
4,691
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.1M
78,684
+77%
减持
VHT
VANGUARD WORLD FDS
-$986.9K
9,761
-27%
减持
AGG
ISHARES TR
-$938.6K
8,774
-53%
减持
GILD
GILEAD SCIENCES INC
-$899.7K
23,774
-29%
减持
MOAT
VANECK ETF TRUST
-$810.1K
3,060
-81%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$804.4K
53,974
+9%
增持
QQQ
INVESCO QQQ TR
+$803.1K
8,035
+21%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$797.0K
16,640
+27%
减持
MSFT
MICROSOFT CORP
+$671.9K
15,298
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$608.5K
37,813
-29%
清仓
—
PROSHARES TR
-$581.1K
0
-100%
减持
AMZN
AMAZON COM INC
+$564.0K
29,335
-0%
减持
VOO
VANGUARD INDEX FDS
-$550.8K
5,989
-25%
减持
STIP
ISHARES TR
-$547.0K
23,480
-21%
增持
SPYG
SPDR SER TR
+$519.1K
18,784
+83%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$501.6K
318,798
+3%
增持
SPTM
SPDR SER TR
+$476.0K
147,084
+0%
建仓
TYG
TORTOISE ENERGY INFRA CORP
+$467.1K
15,887
减持
PFE
PFIZER INC
-$460.2K
37,241
-4%
减持
META
META PLATFORMS INC
+$457.7K
5,157
-2%
建仓
CGSD
CAPITAL GROUP FIXED INCOME E
+$456.7K
17,898
增持
SPSM
SPDR SER TR
+$445.4K
67,855
+18%
增持
PLUG
PLUG POWER INC
+$417.6K
47,060
+335%
减持
XLK
SELECT SECTOR SPDR TR
+$407.6K
19,455
-4%
清仓
GHM
GRAHAM CORP
-$399.7K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$386.0K
53,733
+9%
增持
VOD
VODAFONE GROUP PLC NEW
+$384.5K
298,263
+4%
增持
SHEL
SHELL PLC
+$373.6K
13,789
+87%
增持
QCOM
QUALCOMM INC
+$362.3K
20,509
+0%
减持
VTV
VANGUARD INDEX FDS
-$356.3K
19,792
-10%
增持
—
VIRTUS CONVERTIBLE & INCOME
+$329.8K
418,540
+32%
减持
—
EXXON MOBIL CORP
-$326.8K
19,288
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$319.3K
161,748
+7%
减持
SCHR
SCHWAB STRATEGIC TR
-$309.6K
38,288
-16%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$308.3K
22,277
-17%
建仓
JGH
NUVEEN GLOBAL HIGH INCOME FD
+$307.2K
27,700
增持
NVDA
NVIDIA CORPORATION
+$307.1K
2,294
+2%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$305.7K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$301.6K
18,140
-20%
增持
T
AT&T INC
+$294.1K
252,984
+2%
增持
IQLT
ISHARES TR
+$290.7K
89,714
+1%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$282.2K
176,715
-12%
减持
JNJ
JOHNSON & JOHNSON
-$278.6K
7,215
-9%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$275.6K
0
-100%
增持
ECF
ELLSWORTH GROWTH & INCOME FD
+$263.0K
177,418
+20%
建仓
COIN
COINBASE GLOBAL INC
+$262.9K
3,890
减持
WBD
WARNER BROS DISCOVERY INC
+$255.9K
45,973
-1%
清仓
XLV
SELECT SECTOR SPDR TR
-$252.0K
0
-100%
增持
TSLA
TESLA INC
+$250.1K
2,717
+7%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$239.3K
125,371
+98%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$222.6K
1,089
-38%
建仓
NGG
NATIONAL GRID PLC
+$221.4K
3,256
增持
MELI
MERCADOLIBRE INC
+$221.1K
465
+0%
清仓
HON
HONEYWELL INTL INC
-$219.1K
0
-100%
增持
ARKK
ARK ETF TR
+$216.9K
21,827
+3%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$212.6K
345,585
+7%
清仓
JD
JD.COM INC
-$210.5K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$209.0K
1,078
建仓
EWW
ISHARES INC
+$206.0K
3,460
建仓
COST
COSTCO WHSL CORP NEW
+$205.7K
414
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$189.0K
5,263
-20%
减持
GOOG
ALPHABET INC
+$188.3K
14,130
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$185.3K
73,111
+0%
减持
NFG
NATIONAL FUEL GAS CO
-$181.3K
31,455
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$171.0K
5,420
-36%
减持
DFUV
DIMENSIONAL ETF TRUST
-$170.9K
174,166
-3%
减持
VBR
VANGUARD INDEX FDS
-$137.4K
38,992
-2%
减持
DSI
ISHARES TR
-$132.4K
12,196
-19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$131.3K
12,429
-3%
减持
ABBV
ABBVIE INC
-$130.4K
4,756
-13%
减持
BAC
BANK AMERICA CORP
-$123.5K
17,859
-7%
减持
XLI
SELECT SECTOR SPDR TR
-$120.5K
9,183
-14%
增持
SCHW
SCHWAB CHARLES CORP
-$119.3K
7,448
+22%
减持
CRM
SALESFORCE INC
+$116.5K
1,832
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$113.5K
9,062
-2%
增持
NOBL
PROSHARES TR
+$105.8K
32,654
+2%
减持
ABT
ABBOTT LABS
-$104.2K
7,513
-5%
减持
VUSB
VANGUARD BD INDEX FDS
-$99.8K
10,847
-16%
减持
NEE
NEXTERA ENERGY INC
-$97.9K
4,703
-15%
增持
XBGYX
BLACKROCK ENHANCED INTL DIV
+$97.1K
96,900
+14%
增持
MTB
M & T BK CORP
-$92.7K
4,185
+2%
增持
IWF
ISHARES TR
+$82.1K
2,711
+0%
增持
BBDC
BARINGS BDC INC
+$82.0K
61,895
+23%
减持
PG
PROCTER AND GAMBLE CO
-$80.7K
8,326
-4%
增持
ITA
ISHARES TR
+$80.4K
4,378
+16%
增持
BABA
ALIBABA GROUP HLDG LTD
+$79.8K
5,348
+1%
增持
GOOGL
ALPHABET INC
+$79.6K
4,850
+1%
减持
DIS
DISNEY WALT CO
+$78.8K
6,130
-0%
减持
GE
GENERAL ELECTRIC CO
+$75.4K
6,390
-0%
减持
INTC
INTEL CORP
+$75.2K
13,300
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$74.0K
5,569
-3%
减持
PSI
INVESCO EXCHANGE TRADED FD T
+$73.1K
4,707
-7%
减持
XLE
SELECT SECTOR SPDR TR
-$73.1K
13,768
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$65.0K
11,934
-13%
减持
JPM
JPMORGAN CHASE & CO
-$58.2K
3,292
-9%
增持
MCD
MCDONALDS CORP
+$54.3K
3,359
+0%
增持
SONO
SONOS INC
+$52.9K
18,195
+1%
减持
BX
BLACKSTONE INC
-$46.3K
7,475
-21%
减持
ICSH
ISHARES TR
-$45.9K
16,175
-6%
减持
MGM
MGM RESORTS INTERNATIONAL
+$45.4K
5,587
-8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$45.3K
7,248
-5%
减持
DHR
DANAHER CORPORATION
-$45.1K
868
-13%
减持
GS
GOLDMAN SACHS GROUP INC
-$44.3K
1,858
-2%
减持
IWB
ISHARES TR
-$43.4K
2,302
-14%
减持
MRK
MERCK & CO INC
-$43.1K
8,242
-1%
减持
VDE
VANGUARD WORLD FDS
-$42.3K
2,343
-8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$42.0K
8,265
+11%
减持
HD
HOME DEPOT INC
-$40.3K
1,656
-1%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$39.1K
10,955
-12%
减持
TCHP
T ROWE PRICE ETF INC
+$35.9K
27,884
-9%
减持
VLO
VALERO ENERGY CORP
+$35.4K
3,077
-1%
减持
GM
GENERAL MTRS CO
-$35.4K
7,467
-19%
增持
ENFR
ALPS ETF TR
+$34.2K
67,391
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$33.4K
15,985
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$32.8K
5,957
-5%
增持
IVE
ISHARES TR
+$32.3K
3,266
+2%
减持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$30.6K
212,302
-2%
增持
DOW
DOW INC
+$30.4K
5,725
+2%
减持
RIO
RIO TINTO PLC
-$28.5K
6,978
-2%
增持
VB
VANGUARD INDEX FDS
+$24.9K
2,045
+3%
减持
CAT
CATERPILLAR INC
-$24.5K
1,170
-4%
增持
C
CITIGROUP INC
+$24.2K
8,450
+3%
减持
FDX
FEDEX CORP
+$23.9K
1,447
-18%
增持
ESGU
ISHARES TR
+$23.6K
3,394
+1%
减持
VTI
VANGUARD INDEX FDS
-$22.9K
5,001
-8%
增持
HNDL
STRATEGY SHS
+$22.7K
28,788
+1%
减持
IXC
ISHARES TR
-$22.3K
6,712
-5%
减持
BA
BOEING CO
-$20.0K
1,345
-16%
增持
IJS
ISHARES TR
+$19.8K
6,510
+1%
减持
ADEA
ADEIA INC
-$19.2K
26,452
-1%
减持
F
FORD MTR CO DEL
+$18.9K
35,293
-4%
