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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 72
减持 50
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
XLU
SELECT SECTOR SPDR TR
+$13.4M
214,719
+1826%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$12.1M
514,624
+1207%
减持
GLD
SPDR GOLD TR
-$8.0M
112,136
-31%
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
CGCP
CAPITAL GRP FIXED INCM ETF T
+$7.0M
2,488,083
+16%
清仓
SPAB
SPDR SER TR
-$5.5M
0
-100%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$4.0M
186,875
+93%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.9M
1,555,808
-0%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$3.4M
1,231,510
-1%
减持
IEI
ISHARES TR
-$2.9M
4,322
-85%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.6M
87,583
+193%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$2.2M
72,616
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
246,442
+10%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
3,198
+40%
减持
AAPL
APPLE INC
-$1.8M
62,231
-4%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$1.7M
195,109
-0%
减持
VTIP
VANGUARD MALVERN FDS
-$1.5M
38,905
-45%
增持
HDV
ISHARES TR
+$1.5M
156,486
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
25,414
+3%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.4M
405,350
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
111,726
+2%
建仓
MELI
MERCADOLIBRE INC
+$1.3M
888
增持
AMZN
AMAZON COM INC
+$1.2M
33,236
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$966.8K
219,442
+0%
减持
LLY
ELI LILLY & CO
+$935.5K
4,844
-0%
增持
COWZ
PACER FDS TR
+$886.2K
41,158
+42%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$885.5K
519,498
+6%
增持
MGK
VANGUARD WORLD FD
+$882.2K
24,309
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$879.5K
13,018
+1%
减持
TIP
ISHARES TR
-$876.5K
13,456
-38%
增持
TDVG
T ROWE PRICE ETF INC
+$841.4K
306,347
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$721.4K
164,230
+2%
增持
VO
VANGUARD INDEX FDS
+$712.4K
37,583
+1%
清仓
IJS
ISHARES TR
-$653.5K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$642.3K
152,127
+1%
减持
AOK
ISHARES TR
-$623.7K
132,032
-13%
减持
MSFT
MICROSOFT CORP
+$618.9K
15,563
-1%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$579.7K
139,592
+2%
增持
ENFR
ALPS ETF TR
+$506.3K
99,076
+14%
增持
QQQ
INVESCO QQQ TR
+$495.9K
9,250
+5%
减持
DFIV
DIMENSIONAL ETF TRUST
+$451.1K
199,045
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$446.7K
162,115
+5%
增持
—
VIRTUS CONVERTIBLE & INCOME
+$435.2K
748,526
+22%
增持
T
AT&T INC
+$423.7K
334,376
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$420.8K
123,138
+2%
清仓
SGOV
ISHARES TR
-$410.6K
0
-100%
减持
META
META PLATFORMS INC
+$401.5K
3,975
-8%
增持
NULV
NUSHARES ETF TR
+$401.3K
87,365
+5%
减持
SPTM
SPDR SER TR
+$385.4K
93,319
-3%
增持
XBGYX
BLACKROCK ENHANCED INTL DIV
+$375.8K
175,770
+55%
减持
DIS
DISNEY WALT CO
+$371.7K
12,223
-2%
增持
IQLT
ISHARES TR
+$354.6K
83,631
+6%
清仓
SLV
ISHARES SILVER TR
-$339.2K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$334.9K
73,620
+3%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$330.4K
153,985
+9%
建仓
TOTL
SSGA ACTIVE ETF TR
+$315.7K
7,882
建仓
VPU
VANGUARD WORLD FD
+$313.8K
2,201
减持
—
EXXON MOBIL CORP
+$306.0K
19,119
-0%
建仓
PANW
PALO ALTO NETWORKS INC
+$304.6K
1,072
减持
GE
GENERAL ELECTRIC CO
+$284.0K
6,257
-2%
减持
XLK
SELECT SECTOR SPDR TR
+$281.3K
19,720
-1%
建仓
MUB
ISHARES TR
+$281.2K
2,613
建仓
—
ASML HOLDING N V
+$279.5K
288
减持
XLF
SELECT SECTOR SPDR TR
-$278.5K
15,405
-38%
建仓
IEF
ISHARES TR
+$276.7K
2,923
减持
TLH
ISHARES TR
-$274.1K
7,466
-24%
增持
SPYG
SPDR SER TR
+$255.0K
23,264
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$253.6K
5,508
-0%
建仓
VFH
VANGUARD WORLD FD
+$249.7K
2,439
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$249.3K
10,703
+61%
减持
BA
BOEING CO
-$248.7K
3,606
-0%
减持
TSLA
TESLA INC
-$248.3K
2,934
-5%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$247.2K
4,384
建仓
BOTZ
GLOBAL X FDS
+$238.1K
7,484
建仓
AEP
AMERICAN ELEC PWR CO INC
+$232.4K
2,699
增持
VOD
VODAFONE GROUP PLC NEW
+$231.4K
332,720
+6%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$224.8K
404
建仓
AMD
ADVANCED MICRO DEVICES INC
+$222.0K
1,230
增持
NVO
NOVO-NORDISK A S
+$221.2K
4,512
+30%
清仓
GM
GENERAL MTRS CO
-$219.3K
0
-100%
建仓
—
CARNIVAL CORP
+$216.5K
13,250
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$213.7K
1,571
建仓
WM
WASTE MGMT INC DEL
+$212.5K
997
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$210.0K
26,294
+87%
建仓
VDE
VANGUARD WORLD FD
+$207.7K
1,577
增持
AGG
ISHARES TR
+$206.9K
11,705
+24%
清仓
SHOP
SHOPIFY INC
-$206.7K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$206.5K
5,772
+6%
建仓
—
LINDE PLC
+$205.9K
443
增持
VUG
VANGUARD INDEX FDS
+$205.9K
5,638
+1%
建仓
IBB
ISHARES TR
+$203.5K
1,483
建仓
LOW
LOWES COS INC
+$203.0K
797
减持
PFE
PFIZER INC
-$189.0K
37,806
-12%
建仓
DBO
INVESCO DB MULTI-SECTOR COMM
+$187.5K
12,064
增持
DVN
DEVON ENERGY CORP NEW
+$175.9K
24,311
+5%
增持
ABBV
ABBVIE INC
+$173.7K
4,905
+6%
减持
WBD
WARNER BROS DISCOVERY INC
-$160.2K
45,054
-7%
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$157.9K
297,314
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$154.8K
12,032
+0%
增持
JPM
JPMORGAN CHASE & CO
+$154.4K
3,858
+6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$153.8K
7,390
+70%
增持
VYMI
VANGUARD WHITEHALL FDS
+$153.4K
65,742
+0%
减持
BX
BLACKSTONE INC
-$152.2K
5,100
-19%
增持
WMT
WALMART INC
+$150.7K
22,798
+194%
减持
ARKK
ARK ETF TR
-$145.7K
18,581
-10%
增持
GOOGL
ALPHABET INC
+$143.4K
7,351
+6%
增持
NYF
ISHARES TR
+$143.2K
27,122
+11%
减持
GOOG
ALPHABET INC
+$140.7K
16,347
-2%
增持
ITA
ISHARES TR
+$140.7K
5,709
+18%
减持
STIP
ISHARES TR
-$138.9K
6,459
-18%
减持
BBDC
BARINGS BDC INC
-$137.5K
50,494
-29%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$136.1K
11,165
+26%
减持
VLO
VALERO ENERGY CORP
+$135.7K
4,540
-8%
增持
NFG
NATIONAL FUEL GAS CO
+$134.4K
33,421
+1%
增持
VTV
VANGUARD INDEX FDS
+$133.0K
8,697
+1%
减持
PG
PROCTER AND GAMBLE CO
+$129.7K
8,761
-1%
增持
SPSM
SPDR SER TR
+$127.8K
64,765
+3%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$124.5K
147,271
-15%
减持
IVV
ISHARES TR
+$122.7K
5,690
-5%
增持
IWF
ISHARES TR
+$119.9K
2,646
+4%
增持
VCR
VANGUARD WORLD FD
+$118.3K
5,617
+3%
减持
TCHP
T ROWE PRICE ETF INC
+$114.3K
30,834
-2%
减持
INTC
INTEL CORP
-$107.7K
12,619
-5%
减持
COIN
COINBASE GLOBAL INC
+$103.9K
2,102
-19%
增持
PYPL
PAYPAL HLDGS INC
+$99.9K
7,762
+13%
增持
MOG/A
MOOG INC
+$96.9K
5,544
+2%
减持
PLUG
PLUG POWER INC
-$88.4K
66,498
-6%
增持
CAT
CATERPILLAR INC
+$87.3K
1,150
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$85.2K
5,560
-23%
增持
AVGO
BROADCOM INC
+$83.5K
315
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$82.9K
2,414
+20%
增持
ESML
ISHARES TR
+$81.8K
22,399
+4%
减持
SCHR
SCHWAB STRATEGIC TR
-$79.2K
15,397
-8%
减持
HD
HOME DEPOT INC
+$78.2K
2,149
-0%
增持
RUN
SUNRUN INC
-$77.7K
22,105
+18%
减持
MCD
MCDONALDS CORP
-$76.7K
4,486
-1%
减持
FLTB
FIDELITY MERRIMACK STR TR
-$76.0K
15,285
-9%
减持
C
CITIGROUP INC
+$75.3K
9,081
-6%
增持
SUB
ISHARES TR
+$68.0K
17,507
+5%
减持
VB
VANGUARD INDEX FDS
-$65.3K
1,009
-27%
增持
VOE
VANGUARD INDEX FDS
+$64.5K
4,785
+2%
减持
MTB
M & T BK CORP
-$63.5K
4,093
-15%
增持
ABT
ABBOTT LABS
+$61.3K
7,861
+4%
减持
PAYX
PAYCHEX INC
-$60.5K
2,036
-22%
增持
RTX
RTX CORPORATION
+$59.8K
3,617
+4%
增持
TLT
ISHARES TR
-$54.4K
435,260
+4%
减持
QCOM
QUALCOMM INC
+$53.3K
21,491
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$52.2K
1,628
+0%
增持
VDC
VANGUARD WORLD FD
+$50.2K
3,088
+2%
增持
GCOW
PACER FDS TR
+$49.5K
22,165
+6%
减持
VHT
VANGUARD WORLD FD
+$48.3K
5,777
-4%
