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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 17
增持 55
减持 68
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
HDV
ISHARES TR
+$15.5M
153,382
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$12.5M
2,235,668
+37%
增持
GLD
SPDR GOLD TR
+$11.7M
147,999
+85%
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。
减持
AOK
ISHARES TR
-$10.3M
87,762
-77%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$7.8M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$7.8M
36,497
+2716%
增持
VOO
VANGUARD INDEX FDS
+$6.2M
20,794
+247%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$5.7M
184,202
+47%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.0M
1,195,157
+9%
减持
VBR
VANGUARD INDEX FDS
-$4.9M
7,530
-81%
清仓
RCMT
RCM TECHNOLOGIES INC
-$4.0M
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.8M
381,066
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.5M
169,301
+76%
增持
TLT
ISHARES TR
+$2.6M
271,611
+14%
减持
MGV
VANGUARD WORLD FD
-$2.2M
22,173
-50%
增持
MGK
VANGUARD WORLD FD
+$2.1M
20,901
+49%
清仓
TBUX
T ROWE PRICE ETF INC
-$1.9M
0
-100%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$1.7M
1,357,521
-10%
减持
AAPL
APPLE INC
+$1.6M
60,946
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
63,095
+74%
减持
STIP
ISHARES TR
-$1.0M
13,626
-42%
减持
VOE
VANGUARD INDEX FDS
-$984.1K
23,969
-25%
减持
SCHR
SCHWAB STRATEGIC TR
-$901.1K
20,897
-45%
减持
VTV
VANGUARD INDEX FDS
-$843.7K
13,300
-33%
增持
T
AT&T INC
-$809.6K
254,568
+1%
减持
MSFT
MICROSOFT CORP
+$798.5K
15,295
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$786.2K
12,054
-46%
减持
AMZN
AMAZON COM INC
+$771.8K
29,164
-1%
增持
SPTM
SPDR SER TR
+$701.7K
149,148
+1%
减持
VHT
VANGUARD WORLD FDS
-$647.3K
6,863
-30%
增持
LLY
LILLY ELI & CO
+$614.2K
4,864
+0%
增持
SPTL
SPDR SER TR
+$603.3K
247,906
+12%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$587.7K
439,008
+27%
减持
FLOT
ISHARES TR
-$585.4K
27,903
-30%
增持
QQQ
INVESCO QQQ TR
+$574.5K
8,536
+6%
建仓
EWJ
ISHARES INC
+$557.5K
9,006
建仓
DVN
DEVON ENERGY CORP NEW
+$523.7K
10,833
减持
VOD
VODAFONE GROUP PLC NEW
-$508.2K
294,670
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$478.1K
19,649
+1%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$375.5K
7,683
建仓
BND
VANGUARD BD INDEX FDS
+$374.3K
5,149
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$371.3K
12,343
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$360.4K
19,669
+58%
增持
NVDA
NVIDIA CORPORATION
+$347.2K
2,327
+1%
减持
GILD
GILEAD SCIENCES INC
-$346.0K
21,105
-11%
增持
SPYG
SPDR SER TR
+$328.9K
22,435
+19%
建仓
BLV
VANGUARD BD INDEX FDS
+$324.5K
4,331
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$317.3K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$295.9K
85,116
+8%
减持
DSI
ISHARES TR
-$295.1K
7,795
-36%
增持
SPSM
SPDR SER TR
+$287.8K
73,396
+8%
增持
BA
BOEING CO
+$273.2K
2,647
+97%
增持
SHEL
SHELL PLC
+$266.0K
17,546
+27%
减持
NFG
NATIONAL FUEL GAS CO
-$256.1K
30,374
-3%
建仓
SLV
ISHARES SILVER TR
+$253.1K
12,116
建仓
AVGO
BROADCOM INC
+$245.5K
283
增持
GOOG
ALPHABET INC
+$244.4K
14,168
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$243.0K
14,110
-22%
建仓
GDX
VANECK ETF TRUST
+$240.2K
7,979
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$239.2K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$237.1K
4,357
减持
META
META PLATFORMS INC
+$230.3K
4,611
-11%
清仓
MOAT
VANECK ETF TRUST
-$225.9K
0
-100%
清仓
AEE
AMEREN CORP
-$224.2K
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$221.4K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$220.9K
2,020
建仓
AMD
ADVANCED MICRO DEVICES INC
+$219.8K
1,930
建仓
SHOP
SHOPIFY INC
+$215.8K
3,340
增持
VYMI
VANGUARD WHITEHALL FDS
+$214.0K
56,057
+4%
建仓
HON
HONEYWELL INTL INC
+$212.2K
1,023
清仓
UPS
UNITED PARCEL SERVICE INC
-$209.0K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$206.5K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$205.6K
29,965
-21%
减持
PFE
PFIZER INC
-$197.2K
36,047
-3%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$190.2K
10,500
增持
VUG
VANGUARD INDEX FDS
+$187.2K
4,797
+2%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$180.3K
4,168
-21%
减持
—
EXXON MOBIL CORP
-$178.9K
18,053
-6%
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$173.1K
228,630
+8%
减持
XLI
SELECT SECTOR SPDR TR
-$170.3K
7,071
-23%
增持
NOBL
PROSHARES TR
+$166.7K
33,367
+2%
增持
—
VIRTUS CONVERTIBLE & INCOME
+$161.9K
450,630
+8%
增持
TYG
TORTOISE ENERGY INFRA CORP
+$160.9K
21,617
+36%
增持
TIP
ISHARES TR
+$158.3K
23,927
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$151.6K
165,066
+2%
减持
AGG
ISHARES TR
-$151.3K
7,381
-16%
减持
SPY
SPDR S&P 500 ETF TR
+$150.7K
5,483
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$149.0K
8,899
-25%
增持
SCHW
SCHWAB CHARLES CORP
+$148.6K
9,505
+28%
建仓
BCX
BLACKROCK RES & COMMODITIES
+$146.0K
16,100
减持
TSLA
TESLA INC
+$144.9K
2,707
-0%
增持
QCOM
QUALCOMM INC
-$144.0K
20,771
+1%
减持
ABBV
ABBVIE INC
-$143.3K
4,562
-4%
减持
WEC
WEC ENERGY GROUP INC
-$139.9K
8,543
-9%
减持
DFUV
DIMENSIONAL ETF TRUST
+$138.5K
173,031
-1%
增持
TCHP
T ROWE PRICE ETF INC
+$134.7K
28,814
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$124.8K
12,511
-9%
减持
WBD
WARNER BROS DISCOVERY INC
-$123.6K
45,504
-1%
增持
VTI
VANGUARD INDEX FDS
+$121.6K
5,185
+4%
减持
VUSB
VANGUARD BD INDEX FDS
-$112.2K
8,583
-21%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$111.6K
9,626
-12%
减持
PSI
INVESCO EXCHANGE TRADED FD T
-$101.3K
3,511
-25%
建仓
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$96.2K
10,085
减持
GE
GENERAL ELECTRIC CO
+$90.0K
6,380
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$87.3K
74,857
+2%
增持
MCD
MCDONALDS CORP
+$85.0K
3,431
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$82.8K
203,579
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$77.1K
17,060
+7%
减持
ECF
ELLSWORTH GROWTH & INCOME FD
+$77.0K
176,264
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$74.8K
9,765
+18%
减持
ARKK
ARK ETF TR
+$74.1K
21,627
-1%
减持
MRK
MERCK & CO INC
+$71.9K
8,222
-0%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$71.4K
173,450
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$68.3K
4,469
-13%
减持
MELI
MERCADOLIBRE INC
-$68.0K
460
-1%
减持
GOOGL
ALPHABET INC
+$67.6K
4,768
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$66.5K
1,678
-10%
减持
SONO
SONOS INC
-$61.2K
18,115
-0%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$60.0K
20,580
+15%
增持
ABT
ABBOTT LABS
+$58.6K
7,516
+0%
减持
IYG
ISHARES TR
-$55.2K
1,269
-25%
增持
XBGYX
BLACKROCK ENHANCED INTL DIV
+$54.1K
106,125
+10%
减持
IVV
ISHARES TR
+$53.8K
4,391
-5%
减持
VDC
VANGUARD WORLD FDS
-$52.7K
4,746
-6%
增持
VLO
VALERO ENERGY CORP
+$51.6K
4,102
+33%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$51.2K
7,056
-3%
减持
ITA
ISHARES TR
-$47.3K
3,912
-11%
减持
RIO
RIO TINTO PLC
-$47.1K
6,760
-3%
减持
ADEA
ADEIA INC
+$46.9K
25,547
-3%
增持
MTB
M & T BK CORP
+$45.5K
4,410
+5%
增持
ESGU
ISHARES TR
+$44.3K
3,605
+6%
减持
IWB
ISHARES TR
+$39.2K
2,288
-1%
减持
IWF
ISHARES TR
+$38.7K
2,547
-6%
减持
HSBC
HSBC HLDGS PLC
+$38.6K
7,650
-1%
减持
KO
COCA COLA CO
-$35.6K
8,321
-4%
减持
JPM
JPMORGAN CHASE & CO
+$35.5K
3,193
-3%
增持
IJJ
ISHARES TR
+$34.5K
6,176
+1%
减持
VCR
VANGUARD WORLD FDS
-$32.9K
1,192
-19%
减持
IQLT
ISHARES TR
-$32.0K
88,058
-2%
减持
IXC
ISHARES TR
-$31.5K
5,963
-11%
减持
CSX
CSX CORP
+$31.0K
11,056
-4%
减持
JNJ
JOHNSON & JOHNSON
+$30.5K
6,940
-4%
增持
ICSH
ISHARES TR
+$27.8K
16,711
+3%
增持
BBDC
BARINGS BDC INC
+$27.7K
66,215
+7%
增持
PYPL
PAYPAL HLDGS INC
+$27.4K
5,517
+23%
减持
GCOW
PACER FDS TR
-$26.0K
12,030
-5%
增持
GIS
GENERAL MLS INC
-$25.5K
2,918
+0%
减持
HD
HOME DEPOT INC
+$25.1K
1,654
-0%
增持
VB
VANGUARD INDEX FDS
+$24.2K
2,071
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$23.7K
5,502
-8%
