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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 87
减持 41
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
XLE
SELECT SECTOR SPDR TR
-$24.4M
12,791
-96%
建仓
SPTL
SPDR SER TR
+$14.2M
522,536
增持
FBND
FIDELITY MERRIMACK STR TR
+$11.3M
655,444
+58%
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
CGGR
CAPITAL GROUP GROWTH ETF
+$10.1M
2,045,331
+27%
减持
TDVG
T ROWE PRICE ETF INC
-$7.9M
7,505
-96%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.8M
335,828
+55%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$6.7M
415,327
-17%
减持
DFAC
DIMENSIONAL ETF TRUST
-$5.6M
1,094,462
-9%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$5.1M
4,021,493
+5%
减持
QQQ
INVESCO QQQ TR
-$4.4M
25,841
-20%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.3M
157,356
+119%
增持
BIV
VANGUARD BD INDEX FDS
+$4.2M
58,547
+1403%
增持
FLOT
ISHARES TR
+$3.8M
94,344
+379%
减持
DFAI
DIMENSIONAL ETF TRUST
+$3.2M
1,633,937
-0%
清仓
—
VIRTUS CONVERTIBLE & INCOME
-$3.0M
0
-100%
增持
GLD
SPDR GOLD TR
+$2.9M
59,388
+1%
增持
ITA
ISHARES TR
+$2.5M
20,750
+373%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$2.5M
316,354
-38%
减持
VOO
VANGUARD INDEX FDS
-$2.3M
29,167
-9%
增持
COWZ
PACER FDS TR
+$2.0M
64,801
+142%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.8M
235,834
+44%
增持
PYLD
PIMCO ETF TR
+$1.7M
98,116
+188%
减持
AAPL
APPLE INC
-$1.7M
58,387
-0%
建仓
NCV
VIRTUS CONVERTIBLE & INCOME
+$1.6M
126,743
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
13,506
+8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.5M
81,529
+42%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.5M
97,824
+31%
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$1.5M
563,944
+46%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
188,972
+1%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.1M
901,933
+4%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$1.0M
137,796
-1%
增持
NFG
NATIONAL FUEL GAS CO
+$1.0M
30,767
+32%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$983.5K
149,798
+4%
建仓
QYLD
GLOBAL X FDS
+$921.1K
55,389
减持
SPYG
SPDR SER TR
-$914.9K
13,595
-40%
增持
VDE
VANGUARD WORLD FD
+$789.6K
7,648
+358%
减持
T
AT&T INC
-$772.2K
82,541
-39%
减持
TLT
ISHARES TR
-$770.8K
71,053
-14%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$734.5K
47,906
+100%
减持
ESML
ISHARES TR
-$712.1K
21,137
-20%
增持
NYF
ISHARES TR
+$711.9K
18,529
+274%
减持
MSFT
MICROSOFT CORP
-$706.2K
13,649
-1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$690.3K
2,137,481
-0%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$642.2K
182,505
+26%
减持
GILD
GILEAD SCIENCES INC
-$620.7K
10,506
-46%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$606.4K
18,897
+125%
建仓
ESGU
ISHARES TR
+$599.1K
4,914
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$575.2K
11,484
增持
NVDA
NVIDIA CORPORATION
-$531.0K
37,981
+10%
建仓
QDPL
PACER FDS TR
+$530.2K
14,519
减持
ECF
ELLSWORTH GROWTH & INCOME FD
-$504.8K
83,322
-36%
建仓
MUNI
PIMCO ETF TR
+$503.8K
9,773
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$491.4K
5,856
+96%
增持
—
EXXON MOBIL CORP
+$486.0K
19,690
+14%
增持
SUB
ISHARES TR
+$470.2K
30,948
+17%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$436.1K
211,598
+9%
增持
VYMI
VANGUARD WHITEHALL FDS
+$432.0K
67,886
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$416.0K
9,478
+30%
增持
LLY
ELI LILLY & CO
+$399.7K
4,962
+4%
清仓
XLU
SELECT SECTOR SPDR TR
-$398.1K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$395.0K
81,398
+8%
增持
AMZN
AMAZON COM INC
-$385.2K
24,204
+6%
增持
GCOW
PACER FDS TR
+$383.3K
71,146
+7%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$378.5K
663,646
+1%
增持
MGV
VANGUARD WORLD FD
+$374.7K
47,912
+3%
减持
IQLT
ISHARES TR
-$366.5K
64,330
-18%
增持
IEI
ISHARES TR
+$359.0K
5,433
+122%
增持
VHT
VANGUARD WORLD FD
+$343.3K
5,222
+27%
清仓
—
CARNIVAL CORP
-$330.2K
0
-100%
增持
VOD
VODAFONE GROUP PLC NEW
+$329.2K
352,365
+1%
增持
TSLA
TESLA INC
-$317.7K
2,570
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$300.6K
13,801
+113%
减持
IVV
ISHARES TR
-$295.8K
6,672
-3%
建仓
SHYG
ISHARES TR
+$290.8K
6,840
增持
DIS
DISNEY WALT CO
+$287.5K
11,225
+52%
减持
PYPL
PAYPAL HLDGS INC
-$286.2K
7,116
-19%
清仓
AOK
ISHARES TR
-$281.7K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$275.7K
0
-100%
增持
GE
GE AEROSPACE
+$274.0K
3,021
+52%
增持
META
META PLATFORMS INC
+$265.6K
4,024
+15%
减持
BABA
ALIBABA GROUP HLDG LTD
-$265.3K
2,367
-65%
建仓
VV
VANGUARD INDEX FDS
+$262.2K
1,020
增持
XLK
SELECT SECTOR SPDR TR
-$256.5K
31,422
+8%
增持
KO
COCA COLA CO
+$251.5K
10,104
+33%
增持
XBGYX
BLACKROCK ENHANCED INTL DIV
+$249.9K
532,043
+3%
建仓
SLV
ISHARES SILVER TR
+$240.1K
7,747
清仓
NVO
NOVO-NORDISK A S
-$237.8K
0
-100%
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$235.6K
0
-100%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$232.4K
2,053
增持
RUN
SUNRUN INC
+$220.9K
74,885
+218%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$218.1K
5,542
减持
TIP
ISHARES TR
-$217.8K
2,183
-49%
减持
MELI
MERCADOLIBRE INC
+$216.5K
878
-0%
减持
HNDL
STRATEGY SHS
-$216.0K
13,611
-42%
减持
DFUV
DIMENSIONAL ETF TRUST
-$215.3K
146,338
-4%
增持
MTB
M & T BK CORP
+$214.2K
4,910
+39%
建仓
WM
WASTE MGMT INC DEL
+$210.0K
907
减持
BX
BLACKSTONE INC
-$205.6K
3,788
-11%
增持
JNJ
JOHNSON & JOHNSON
+$205.2K
6,563
+7%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$204.5K
0
-100%
增持
SPSM
SPDR SER TR
-$202.5K
79,565
+4%
增持
VDC
VANGUARD WORLD FD
+$200.1K
2,720
+46%
建仓
PM
PHILIP MORRIS INTL INC
+$200.0K
1,260
减持
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$190.3K
38,365
-9%
增持
MGK
VANGUARD WORLD FD
-$185.8K
8,410
+4%
增持
PFE
PFIZER INC
+$184.3K
38,353
+29%
增持
CVX
CHEVRON CORP NEW
+$182.4K
4,612
+13%
减持
BGR
BLACKROCK ENERGY & RES TR
-$174.4K
54,217
-25%
减持
SPY
SPDR S&P 500 ETF TR
-$171.3K
4,026
-3%
增持
DVN
DEVON ENERGY CORP NEW
+$170.8K
25,040
+7%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$170.1K
149,893
-7%
增持
CALF
PACER FDS TR
+$162.5K
39,002
+32%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$160.6K
6,183
+78%
增持
ABT
ABBOTT LABS
+$160.5K
7,332
+2%
减持
TCAF
T ROWE PRICE ETF INC
-$160.3K
22,675
-15%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$158.1K
6,773
+4%
增持
VTV
VANGUARD INDEX FDS
+$153.5K
9,943
+8%
增持
PG
PROCTER AND GAMBLE CO
+$150.2K
8,299
+10%
增持
GDX
VANECK ETF TRUST
+$145.5K
9,674
+10%
增持
MCD
MCDONALDS CORP
+$144.7K
4,911
+2%
增持
GOOG
ALPHABET INC
+$139.0K
8,770
+36%
减持
TYG
TORTOISE ENERGY INFRA CORP
-$131.5K
17,520
-17%
增持
ABBV
ABBVIE INC
+$130.3K
4,006
+0%
增持
WEC
WEC ENERGY GROUP INC
+$129.4K
8,631
+0%
增持
VPU
VANGUARD WORLD FD
+$129.2K
2,344
+41%
减持
MOG/A
MOOG INC
-$128.2K
5,429
-0%
增持
ICOW
PACER FDS TR
+$123.5K
49,012
+1%
增持
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$122.4K
38,638
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$120.1K
2,433
+69%
增持
SHY
ISHARES TR
+$119.9K
5,790
+32%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$118.0K
13,023
+0%
增持
PTLC
PACER FDS TR
+$113.2K
6,218
+61%
减持
ENFR
ALPS ETF TR
-$109.7K
82,088
-9%
增持
QCOM
QUALCOMM INC
+$107.8K
2,763
+34%
增持
BAC
BANK AMERICA CORP
+$104.7K
18,450
+22%
增持
VYM
VANGUARD WHITEHALL FDS
+$101.8K
5,351
+16%
减持
IWF
ISHARES TR
-$101.7K
2,393
-0%
增持
VCR
VANGUARD WORLD FD
-$101.7K
2,253
+1%
减持
AGG
ISHARES TR
-$90.8K
4,680
-18%
减持
XLI
SELECT SECTOR SPDR TR
-$89.1K
3,774
-15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$82.7K
1,946
+7%
增持
MMM
3M CO
+$81.1K
2,023
+21%
增持
GOOGL
ALPHABET INC
+$79.5K
6,622
+33%
增持
PEP
PEPSICO INC
+$78.9K
8,650
+8%
增持
DFUS
DIMENSIONAL ETF TRUST
-$76.3K
23,972
+0%
增持
MRK
MERCK & CO INC
+$74.9K
10,101
+21%
增持
XLV
SELECT SECTOR SPDR TR
+$71.8K
2,739
+15%
减持
VB
VANGUARD INDEX FDS
-$70.0K
1,183
-14%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
+$69.0K
437,826
-0%
减持
SONO
SONOS INC
-$65.7K
11,893
-7%
