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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 86
减持 34
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
TLT
ISHARES TR
+$16.4M
417,058
+49%
增持
XLE
SELECT SECTOR SPDR TR
+$7.9M
109,603
+658%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$7.8M
137,267
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
VEA
VANGUARD TAX-MANAGED FDS
-$7.1M
8,853
-95%
清仓
SPTL
SPDR SER TR
-$6.7M
0
-100%
建仓
SPAB
SPDR SER TR
+$5.5M
214,561
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.9M
1,563,223
-1%
增持
AOK
ISHARES TR
+$4.7M
151,751
+544%
清仓
IEF
ISHARES TR
-$3.9M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.5M
224,379
+36%
建仓
IEI
ISHARES TR
+$3.4M
29,174
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$3.4M
1,244,796
-0%
增持
GLD
SPDR GOLD TR
+$3.3M
162,622
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$2.4M
70,667
-42%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.2M
153,932
+40%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
24,760
+12%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$2.1M
2,152,720
-9%
增持
AAPL
APPLE INC
+$1.9M
64,533
+5%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$1.9M
195,327
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
218,593
+10%
减持
VOE
VANGUARD INDEX FDS
-$1.8M
4,700
-75%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.8M
71,561
+556%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.6M
411,723
-1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
29,933
清仓
TCAF
T ROWE PRICE ETF INC
-$1.3M
0
-100%
增持
TDVG
T ROWE PRICE ETF INC
+$1.2M
306,202
+2%
增持
MSFT
MICROSOFT CORP
+$1.1M
15,766
+3%
减持
NOBL
PROSHARES TR
-$1.1M
18,565
-42%
建仓
TLH
ISHARES TR
+$1.1M
9,776
增持
QCOM
QUALCOMM INC
+$1.0M
24,788
+7%
增持
VO
VANGUARD INDEX FDS
+$970.4K
37,303
+1%
增持
AMZN
AMAZON COM INC
+$965.5K
31,761
+5%
增持
MGK
VANGUARD WORLD FD
+$906.9K
23,448
+3%
增持
COWZ
PACER FDS TR
+$851.8K
28,958
+119%
增持
T
AT&T INC
+$843.0K
325,468
+6%
增持
IVV
ISHARES TR
+$798.0K
6,007
+25%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$791.3K
141,385
+20%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$746.0K
150,974
+5%
增持
SPTM
SPDR SER TR
+$668.7K
95,826
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$649.3K
19,876
+3%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$623.8K
0
-100%
建仓
SPYV
SPDR SER TR
+$616.4K
13,218
清仓
MELI
MERCADOLIBRE INC
-$608.6K
0
-100%
增持
NYF
ISHARES TR
+$555.8K
24,333
+63%
清仓
EWJ
ISHARES INC
-$543.0K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$541.9K
120,200
+6%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$514.6K
97,038
+7%
增持
QQQ
INVESCO QQQ TR
+$508.8K
8,818
+2%
增持
GILD
GILEAD SCIENCES INC
+$480.0K
30,724
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$470.0K
11,985
+18%
减持
VDC
VANGUARD WORLD FDS
-$468.4K
3,039
-47%
建仓
COIN
COINBASE GLOBAL INC
+$453.4K
2,607
增持
DFIV
DIMENSIONAL ETF TRUST
+$447.8K
199,760
+2%
增持
FLTB
FIDELITY MERRIMACK STR TR
+$445.7K
16,785
+111%
增持
GOOG
ALPHABET INC
+$439.4K
16,663
+15%
建仓
SHY
ISHARES TR
+$420.0K
5,119
增持
MCD
MCDONALDS CORP
+$419.5K
4,524
+29%
减持
VCR
VANGUARD WORLD FDS
-$418.0K
5,472
-29%
清仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$415.8K
0
-100%
建仓
SGOV
ISHARES TR
+$410.6K
4,095
增持
MOG/A
MOOG INC
+$406.5K
5,444
+61%
增持
META
META PLATFORMS INC
+$390.7K
4,319
+14%
建仓
EFIV
SPDR SER TR
+$375.9K
8,136
增持
DIS
DISNEY WALT CO
+$368.4K
12,447
+34%
增持
BA
BOEING CO
+$338.9K
3,624
+15%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$332.7K
491,423
+4%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$331.2K
6,633
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$329.8K
39,365
+47%
增持
—
VIRTUS CONVERTIBLE & INCOME
+$326.3K
612,733
+10%
减持
VTV
VANGUARD INDEX FDS
-$323.5K
8,585
-26%
增持
GOOGL
ALPHABET INC
+$310.1K
6,916
+38%
增持
SUB
ISHARES TR
+$307.4K
16,746
+18%
增持
VYM
VANGUARD WHITEHALL FDS
+$303.2K
7,908
+41%
减持
VYMI
VANGUARD WHITEHALL FDS
+$295.8K
65,718
-0%
增持
BAC
BANK AMERICA CORP
+$289.1K
26,313
+21%
清仓
VDE
VANGUARD WORLD FDS
-$286.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$283.1K
5,528
+1%
建仓
EWW
ISHARES INC
+$279.3K
4,117
减持
STIP
ISHARES TR
-$269.3K
7,923
-27%
增持
GCOW
PACER FDS TR
+$245.2K
21,000
+44%
减持
ARKK
ARK ETF TR
+$243.9K
20,551
-2%
建仓
GIS
GENERAL MLS INC
+$242.1K
3,716
减持
DFUV
DIMENSIONAL ETF TRUST
+$241.3K
161,087
-5%
增持
VOD
VODAFONE GROUP PLC NEW
-$233.7K
313,769
+0%
减持
FLOT
ISHARES TR
-$230.9K
22,463
-16%
减持
HDV
ISHARES TR
+$230.8K
154,465
-2%
建仓
NOC
NORTHROP GRUMMAN CORP
+$230.0K
491
建仓
BIV
VANGUARD BD INDEX FDS
+$229.1K
2,999
减持
SCHV
SCHWAB STRATEGIC TR
-$227.3K
8,984
-32%
增持
ENFR
ALPS ETF TR
+$226.9K
87,181
+8%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$224.5K
31,865
+39%
建仓
IGM
ISHARES TR
+$224.1K
500
增持
WMT
WALMART INC
+$222.7K
7,745
+24%
建仓
VV
VANGUARD INDEX FDS
+$222.5K
1,020
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$221.2K
4,340
建仓
GM
GENERAL MTRS CO
+$219.3K
6,104
增持
COKE
COCA COLA CONS INC
+$218.3K
734
+1%
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$214.1K
286,207
+3%
增持
PLUG
PLUG POWER INC
-$213.9K
70,469
+1%
增持
INTC
INTEL CORP
+$213.0K
13,235
+4%
减持
VUG
VANGUARD INDEX FDS
+$208.7K
5,580
-0%
建仓
SHOP
SHOPIFY INC
+$206.7K
2,653
清仓
DHR
DANAHER CORPORATION
-$205.7K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$205.1K
2,653
增持
HD
HOME DEPOT INC
+$190.4K
2,153
+17%
增持
TCHP
T ROWE PRICE ETF INC
+$186.7K
31,474
+9%
增持
VHT
VANGUARD WORLD FDS
+$184.1K
6,041
+7%
增持
NVDA
NVIDIA CORPORATION
+$182.8K
2,291
+5%
增持
GE
GENERAL ELECTRIC CO
+$181.6K
6,379
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$177.2K
5,366
+7%
增持
VTI
VANGUARD INDEX FDS
+$165.8K
5,453
+3%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$165.1K
15,615
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$156.5K
12,883
+2%
减持
BX
BLACKSTONE INC
+$146.3K
6,280
-0%
增持
PFE
PFIZER INC
-$144.0K
43,005
+3%
增持
SPYG
SPDR SER TR
+$138.5K
22,238
+1%
增持
ITA
ISHARES TR
+$133.5K
4,838
+7%
增持
PULS
PGIM ETF TR
+$131.2K
9,520
+39%
增持
PTLC
PACER FDS TR
+$128.6K
10,479
+29%
减持
SCHW
SCHWAB CHARLES CORP
+$126.9K
10,327
-3%
增持
—
EXXON MOBIL CORP
-$123.9K
19,168
+10%
增持
MRK
MERCK & CO INC
+$123.1K
10,521
+6%
增持
AVGO
BROADCOM INC
+$119.4K
299
+16%
增持
ABT
ABBOTT LABS
+$112.8K
7,560
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$109.5K
1,627
+2%
增持
SONO
SONOS INC
+$106.3K
20,715
+8%
增持
C
CITIGROUP INC
+$101.8K
9,700
+0%
增持
JPM
JPMORGAN CHASE & CO
+$100.5K
3,636
+2%
增持
COF
CAPITAL ONE FINL CORP
+$99.5K
2,380
+9%
增持
CRM
SALESFORCE INC
+$97.9K
1,572
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$96.7K
11,148
+8%
减持
IWF
ISHARES TR
+$94.4K
2,546
-0%
减持
IQLT
ISHARES TR
+$94.3K
78,867
-8%
增持
F
FORD MTR CO DEL
+$92.0K
38,201
+27%
增持
KO
COCA COLA CO
+$78.9K
11,361
+8%
减持
VUSB
VANGUARD BD INDEX FDS
-$76.1K
7,012
-18%
减持
NFG
NATIONAL FUEL GAS CO
-$74.4K
33,108
-1%
增持
PG
PROCTER AND GAMBLE CO
+$71.8K
8,815
+5%
增持
AGG
ISHARES TR
+$69.8K
9,466
+2%
减持
BBDC
BARINGS BDC INC
-$68.6K
70,755
-7%
增持
PYPL
PAYPAL HLDGS INC
+$66.2K
6,840
+13%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$65.7K
8,586
-3%
减持
IJS
ISHARES TR
+$64.5K
6,340
-4%
减持
XT
ISHARES TR
+$64.2K
9,883
-2%
减持
NULV
NUSHARES ETF TR
-$60.7K
83,368
-8%
减持
XLF
SELECT SECTOR SPDR TR
+$59.2K
24,663
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$58.6K
8,023
-1%
增持
CSCO
CISCO SYS INC
+$57.8K
5,766
+33%
减持
IWB
ISHARES TR
+$54.6K
2,255
-1%
增持
CVX
CHEVRON CORP NEW
-$54.0K
4,314
+4%
