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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 24
增持 74
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
TDVG
T ROWE PRICE ETF INC
+$9.6M
299,616
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$9.4M
1,576,773
+32%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$6.4M
196,692
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
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.3M
164,627
+161%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.5M
110,265
+461%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$4.3M
1,248,997
-8%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$4.0M
91,002
减持
VTIP
VANGUARD MALVERN FDS
-$3.9M
121,446
-40%
建仓
IEF
ISHARES TR
+$3.9M
42,549
减持
SPTM
SPDR SER TR
-$3.2M
93,967
-37%
增持
TLT
ISHARES TR
-$3.2M
279,609
+3%
建仓
NULV
NUSHARES ETF TR
+$3.1M
90,933
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$3.0M
118,185
建仓
DFAC
DIMENSIONAL ETF TRUST
+$3.0M
113,416
减持
AOK
ISHARES TR
-$2.3M
23,570
-73%
减持
SPDW
SPDR INDEX SHS FDS
-$2.1M
9,619
-87%
增持
VCR
VANGUARD WORLD FDS
+$1.7M
7,739
+549%
建仓
SUB
ISHARES TR
+$1.5M
14,175
增持
GLD
SPDR GOLD TR
+$1.4M
161,922
+9%
建仓
TCAF
T ROWE PRICE ETF INC
+$1.3M
54,193
增持
AAPL
APPLE INC
-$1.3M
61,311
+1%
清仓
VBR
VANGUARD INDEX FDS
-$1.2M
0
-100%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.2M
2,372,046
+6%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.1M
416,157
+9%
减持
VOE
VANGUARD INDEX FDS
-$830.8K
18,982
-21%
建仓
ESML
ISHARES TR
+$786.8K
23,382
增持
—
WALGREENS BOOTS ALLIANCE INC
+$770.9K
143,701
+69%
建仓
NYF
ISHARES TR
+$760.3K
14,900
清仓
SCHA
SCHWAB STRATEGIC TR
-$747.3K
0
-100%
增持
SPTL
SPDR SER TR
-$711.1K
256,265
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$678.6K
10,119
+84%
建仓
COWZ
PACER FDS TR
+$653.7K
13,225
建仓
XLU
SELECT SECTOR SPDR TR
+$609.3K
10,339
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$571.8K
22,923
增持
T
AT&T INC
+$558.0K
307,480
+21%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$549.5K
10,907
-66%
增持
DVN
DEVON ENERGY CORP NEW
+$537.5K
22,247
+105%
增持
VYMI
VANGUARD WHITEHALL FDS
+$531.0K
65,823
+17%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$481.4K
4,992
-43%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$462.1K
5,987
-50%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$415.8K
16,560
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$408.5K
473,489
+8%
减持
MSFT
MICROSOFT CORP
-$391.5K
15,256
-0%
增持
ENFR
ALPS ETF TR
+$382.4K
80,601
+25%
增持
GILD
GILEAD SCIENCES INC
+$382.3K
26,807
+27%
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$380.0K
7,950
减持
VHT
VANGUARD WORLD FDS
-$349.7K
5,658
-18%
建仓
PULS
PGIM ETF TR
+$339.0K
6,850
增持
VEA
VANGUARD TAX-MANAGED FDS
-$338.4K
171,087
+1%
建仓
RUN
SUNRUN INC
+$336.2K
26,766
减持
LLY
ELI LILLY & CO
+$328.8K
4,859
-0%
增持
VO
VANGUARD INDEX FDS
-$328.1K
37,012
+1%
建仓
PTLC
PACER FDS TR
+$324.8K
8,129
清仓
BLV
VANGUARD BD INDEX FDS
-$324.5K
0
-100%
减持
NOBL
PROSHARES TR
-$308.7K
32,041
-4%
增持
WMT
WALMART INC
+$302.8K
6,242
+41%
增持
VZ
VERIZON COMMUNICATIONS INC
+$297.0K
198,574
+20%
增持
XLE
SELECT SECTOR SPDR TR
+$291.4K
14,460
+16%
建仓
ESGD
ISHARES TR
+$288.6K
4,175
减持
VTV
VANGUARD INDEX FDS
-$282.9K
11,650
-12%
减持
STIP
ISHARES TR
-$279.5K
10,838
-20%
清仓
COIN
COINBASE GLOBAL INC
-$278.3K
0
-100%
清仓
GM
GENERAL MTRS CO
-$276.4K
0
-100%
减持
TIP
ISHARES TR
-$271.2K
22,212
-7%
减持
IQLT
ISHARES TR
-$266.9K
85,330
-3%
增持
MGK
VANGUARD WORLD FD
+$259.7K
22,821
+9%
减持
XLK
SELECT SECTOR SPDR TR
-$239.7K
19,376
-1%
建仓
NUBD
NUSHARES ETF TR
+$235.4K
11,154
建仓
XLV
SELECT SECTOR SPDR TR
+$232.8K
1,808
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$229.3K
12,670
+3%
清仓
GIS
GENERAL MLS INC
-$223.8K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$221.7K
5,298
-25%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$219.8K
0
-100%
清仓
SHOP
SHOPIFY INC
-$215.8K
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
-$215.3K
169,146
-2%
建仓
HQH
TEKLA HEALTHCARE INVS
+$212.7K
13,680
清仓
HON
HONEYWELL INTL INC
-$212.2K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$211.4K
4,887
+19%
清仓
EWW
ISHARES INC
-$208.9K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$205.2K
4,628
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$204.2K
276,812
+21%
清仓
IYG
ISHARES TR
-$200.4K
0
-100%
增持
GOOG
ALPHABET INC
+$195.0K
14,478
+2%
减持
META
META PLATFORMS INC
-$185.2K
3,791
-18%
减持
SCHR
SCHWAB STRATEGIC TR
-$182.4K
17,677
-15%
增持
VOO
VANGUARD INDEX FDS
+$179.0K
22,021
+6%
增持
VOD
VODAFONE GROUP PLC NEW
+$178.8K
312,601
+6%
增持
NFG
NATIONAL FUEL GAS CO
+$175.5K
33,434
+10%
增持
—
VIRTUS CONVERTIBLE & INCOME
+$170.4K
559,030
+24%
增持
VUG
VANGUARD INDEX FDS
+$168.7K
5,604
+17%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$162.1K
194,896
+6%
减持
MGV
VANGUARD WORLD FD
-$158.4K
21,126
-5%
增持
BBDC
BARINGS BDC INC
+$156.5K
75,830
+15%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$155.4K
26,840
+30%
增持
IXC
ISHARES TR
+$148.1K
8,968
+50%
增持
AGG
ISHARES TR
+$146.7K
9,248
+25%
减持
SPSM
SPDR SER TR
-$143.5K
73,367
-0%
增持
ESGU
ISHARES TR
+$143.0K
5,264
+46%
减持
VB
VANGUARD INDEX FDS
-$142.2K
1,426
-31%
减持
XLF
SELECT SECTOR SPDR TR
-$142.0K
26,172
-13%
清仓
ING
ING GROEP N.V.
-$140.1K
0
-100%
增持
DIS
DISNEY WALT CO
+$129.0K
9,321
+33%
增持
VDC
VANGUARD WORLD FDS
+$125.8K
5,741
+21%
减持
ARKK
ARK ETF TR
-$122.3K
20,981
-3%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$121.0K
174,191
+0%
减持
ECF
ELLSWORTH GROWTH & INCOME FD
-$119.0K
173,528
-2%
减持
JNJ
JOHNSON & JOHNSON
-$117.3K
6,622
-5%
增持
IVV
ISHARES TR
+$113.6K
4,822
+10%
增持
SHEL
SHELL PLC
+$110.3K
18,169
+4%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$106.3K
15,833
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$105.5K
5,609
+26%
减持
—
EXXON MOBIL CORP
+$104.2K
17,352
-4%
增持
QCOM
QUALCOMM INC
+$104.1K
23,201
+12%
增持
MCD
MCDONALDS CORP
-$102.1K
3,499
+2%
减持
ABT
ABBOTT LABS
-$100.1K
7,427
-1%
增持
PEP
PEPSICO INC
-$93.3K
8,661
+3%
增持
SLV
ISHARES SILVER TR
+$90.1K
16,874
+39%
减持
SCHV
SCHWAB STRATEGIC TR
-$89.7K
13,295
-6%
增持
KO
COCA COLA CO
+$89.6K
10,551
+27%
增持
TSLA
TESLA INC
+$89.1K
3,188
+18%
增持
SPY
SPDR S&P 500 ETF TR
-$86.2K
5,484
+0%
增持
GOOGL
ALPHABET INC
+$85.3K
5,013
+5%
增持
BAC
BANK AMERICA CORP
+$84.2K
21,799
+22%
减持
HSBC
HSBC HLDGS PLC
-$80.5K
5,640
-26%
增持
ABBV
ABBVIE INC
+$80.0K
4,660
+2%
增持
F
FORD MTR CO DEL
-$79.8K
30,088
+0%
增持
RTX
RTX CORPORATION
-$78.2K
3,575
+4%
增持
GDX
VANECK ETF TRUST
+$76.5K
11,770
+48%
增持
GCOW
PACER FDS TR
+$75.6K
14,580
+21%
增持
MRK
MERCK & CO INC
+$75.2K
9,946
+21%
增持
MOG/A
MOOG INC
+$73.3K
3,379
+19%
增持
CVX
CHEVRON CORP NEW
+$71.2K
4,137
+4%
减持
WEC
WEC ENERGY GROUP INC
-$69.8K
8,492
-1%
减持
GE
GENERAL ELECTRIC CO
-$68.3K
5,722
-10%
增持
COST
COSTCO WHSL CORP NEW
+$64.6K
484
+25%
增持
HDV
ISHARES TR
+$63.8K
156,974
+2%
增持
MELI
MERCADOLIBRE INC
+$63.7K
480
+4%
增持
JGH
NUVEEN GLOBAL HIGH INCOME FD
+$62.7K
33,800
+17%
增持
WBD
WARNER BROS DISCOVERY INC
-$61.5K
46,879
+3%
减持
SPYG
SPDR SER TR
-$60.5K
22,070
-2%
增持
PFE
PFIZER INC
+$59.9K
41,667
+16%
减持
CRM
SALESFORCE INC
-$59.7K
1,557
-12%
增持
MTB
M & T BK CORP
+$59.0K
4,784
+8%
增持
AMZN
AMAZON COM INC
+$58.4K
30,367
+4%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$58.1K
8,826
-8%
增持
NEE
NEXTERA ENERGY INC
-$54.9K
5,180
+9%
减持
CSX
CSX CORP
-$53.7K
10,513
-5%
增持
JPM
JPMORGAN CHASE & CO
+$53.5K
3,572
+12%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
-$52.6K
20,110
+382%
增持
QQQ
INVESCO QQQ TR
-$50.9K
8,659
+1%
