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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 66
减持 55
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$30.2M
1,849,535
+69%
增持
FLOT
ISHARES TR
+$20.9M
504,956
+435%
清仓
SPTL
SPDR SER TR
-$14.2M
0
-100%
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
+$14.1M
2,070,237
+1%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$13.4M
2,336
-98%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.3M
554,079
+65%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$9.9M
212,524
-49%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.3M
1,686,309
+3%
减持
TLT
ISHARES TR
-$5.9M
6,319
-91%
增持
GLD
SPDR GOLD TR
+$5.1M
72,916
+23%
增持
VOO
VANGUARD INDEX FDS
+$5.1M
35,346
+21%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.9M
762,134
+16%
减持
QQQ
INVESCO QQQ TR
-$3.5M
15,647
-39%
清仓
SUB
ISHARES TR
-$3.3M
0
-100%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$2.6M
174,476
+16%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$1.7M
186,772
-41%
增持
MSFT
MICROSOFT CORP
+$1.7M
13,675
+0%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$1.7M
399,217
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$1.7M
32,150
+2%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.6M
960,267
+6%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.6M
636,693
-4%
减持
IQLT
ISHARES TR
-$1.4M
25,763
-60%
增持
MUNI
PIMCO ETF TR
+$1.3M
36,003
+268%
增持
DTE
DTE ENERGY CO
+$1.3M
14,119
+224%
增持
IEI
ISHARES TR
+$1.2M
15,458
+185%
增持
MGK
VANGUARD WORLD FD
+$1.1M
10,065
+20%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
8,785
+51%
减持
AAPL
APPLE INC
-$1.1M
58,068
-1%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$1.0M
251,311
+19%
增持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
+$1.0M
650,125
+15%
清仓
VDE
VANGUARD WORLD FD
-$992.0K
0
-100%
增持
ITA
ISHARES TR
+$979.4K
22,033
+6%
减持
NULV
NUSHARES ETF TR
-$968.8K
57,411
-31%
减持
NVDA
NVIDIA CORPORATION
+$926.9K
31,921
-16%
清仓
QYLD
GLOBAL X FDS
-$921.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$873.6K
24,972
+3%
减持
SPYG
SPDR SERIES TRUST
-$869.9K
2,337
-83%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$859.7K
1,950,863
-9%
减持
SPSM
SPDR SERIES TRUST
-$814.0K
57,021
-28%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$810.0K
4,048,556
+1%
减持
ENFR
ALPS ETF TR
-$729.8K
60,799
-26%
增持
ESGU
ISHARES TR
+$667.7K
9,363
+91%
增持
SCHO
SCHWAB STRATEGIC TR
+$654.7K
262,300
+11%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$620.7K
6,284
-52%
增持
DTM
DT MIDSTREAM INC
+$584.9K
7,234
+232%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$576.9K
90,615
+11%
减持
META
META PLATFORMS INC
+$554.5K
3,893
-3%
减持
MELI
MERCADOLIBRE INC
+$550.5K
866
-1%
减持
GILD
GILEAD SCIENCES INC
-$546.2K
5,692
-46%
增持
VYMI
VANGUARD WHITEHALL FDS
+$450.1K
68,065
+0%
减持
VOE
VANGUARD INDEX FDS
-$447.9K
1,354
-68%
清仓
RUN
SUNRUN INC
-$438.8K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$411.8K
3,316
-43%
减持
TCHP
T ROWE PRICE ETF INC
-$406.7K
14,683
-48%
减持
VZ
VERIZON COMMUNICATIONS INC
-$406.1K
188,715
-0%
减持
T
AT&T INC
-$392.6K
67,092
-19%
增持
BIV
VANGUARD BD INDEX FDS
+$391.7K
63,028
+8%
建仓
PAAA
PGIM ETF TR
+$387.0K
7,521
建仓
GEV
GE VERNOVA INC
+$386.8K
731
减持
XLE
SELECT SECTOR SPDR TR
-$370.0K
9,731
-24%
减持
TYG
TORTOISE ENERGY INFRA CORP
-$362.3K
8,931
-49%
增持
JPM
JPMORGAN CHASE & CO.
+$354.5K
4,895
+13%
减持
VOD
VODAFONE GROUP PLC NEW
+$346.3K
342,213
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$315.9K
10,527
+11%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$313.0K
0
-100%
建仓
PULS
PGIM ETF TR
+$310.1K
6,231
增持
VUG
VANGUARD INDEX FDS
+$300.8K
2,278
+21%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$296.8K
0
-100%
减持
IVV
ISHARES TR
+$293.4K
6,511
-2%
清仓
SHYG
ISHARES TR
-$290.8K
0
-100%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$279.7K
9,523
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$273.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$272.3K
588
减持
DIS
DISNEY WALT CO
+$265.6K
11,076
-1%
建仓
ORCL
ORACLE CORP
+$258.3K
1,182
建仓
HON
HONEYWELL INTL INC
+$256.9K
1,103
增持
PYLD
PIMCO ETF TR
+$255.4K
107,036
+9%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$255.1K
104,967
+7%
增持
AVGO
BROADCOM INC
+$250.4K
2,155
+5%
清仓
JD
JD.COM INC
-$247.1K
0
-100%
清仓
BIDU
BAIDU INC
-$235.3K
0
-100%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$234.7K
3,914
减持
VTV
VANGUARD INDEX FDS
-$228.5K
8,425
-15%
减持
STRL
STERLING INFRASTRUCTURE INC
+$226.7K
1,990
-3%
增持
GE
GE AEROSPACE
+$226.2K
3,228
+7%
清仓
EMXC
ISHARES INC
-$225.3K
0
-100%
清仓
GIS
GENERAL MLS INC
-$221.3K
0
-100%
建仓
MTUM
ISHARES TR
+$219.1K
912
清仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$218.2K
0
-100%
清仓
JSCP
J P MORGAN EXCHANGE TRADED F
-$218.2K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$212.9K
81,483
+0%
减持
VO
VANGUARD INDEX FDS
-$212.3K
1,088
-46%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$208.4K
4,213
增持
GOOGL
ALPHABET INC
+$205.8K
6,979
+5%
增持
MGV
VANGUARD WORLD FD
+$205.4K
48,616
+1%
建仓
OEF
ISHARES TR
+$204.5K
672
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$203.3K
1,491
清仓
STIP
ISHARES TR
-$203.1K
0
-100%
增持
NFG
NATIONAL FUEL GAS CO
+$202.7K
31,155
+1%
减持
ABBV
ABBVIE INC
-$194.6K
3,473
-13%
减持
SPY
SPDR S&P 500 ETF TR
+$193.4K
3,958
-2%
增持
BAC
BANK AMERICA CORP
+$184.9K
20,178
+9%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$171.2K
20,757
+10%
增持
SCHV
SCHWAB STRATEGIC TR
+$166.5K
24,759
+27%
减持
VGT
VANGUARD WORLD FD
+$164.7K
1,443
-1%
减持
PEP
PEPSICO INC
-$160.5K
8,607
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$159.4K
24,011
+0%
减持
GOOG
ALPHABET INC
+$157.1K
8,610
-2%
增持
COKE
COCA COLA CONS INC
-$156.2K
6,698
+900%
增持
CAT
CATERPILLAR INC
+$152.6K
1,020
+38%
增持
IWF
ISHARES TR
+$152.3K
2,394
+0%
增持
—
EXXON MOBIL CORP
-$150.3K
20,329
+3%
减持
TLH
ISHARES TR
-$142.9K
3,306
-28%
减持
MRK
MERCK & CO INC
-$142.3K
9,656
-4%
减持
CVX
CHEVRON CORP NEW
-$142.3K
4,394
-5%
减持
TSLA
TESLA INC
+$140.2K
2,538
-1%
减持
BGR
BLACKROCK ENERGY & RES TR
-$135.9K
45,279
-16%
增持
VIGI
VANGUARD WHITEHALL FDS
+$135.8K
18,662
+0%
增持
QDPL
PACER FDS TR
+$134.4K
16,844
+16%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$133.0K
199,926
+10%
减持
GS
GOLDMAN SACHS GROUP INC
+$132.8K
1,284
-10%
减持
NCV
VIRTUS CONVERTIBLE & INCOME
-$131.9K
106,119
-16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$129.1K
2,080
+7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$117.7K
154,877
-2%
增持
VDC
VANGUARD WORLD FD
+$108.1K
3,211
+18%
增持
DVN
DEVON ENERGY CORP NEW
-$106.8K
26,081
+4%
增持
NYF
ISHARES TR
+$104.2K
20,709
+12%
增持
CALF
PACER FDS TR
+$103.0K
39,321
+1%
增持
PM
PHILIP MORRIS INTL INC
+$101.8K
1,657
+32%
减持
WMT
WALMART INC
+$101.5K
11,676
-1%
清仓
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
-$100.4K
0
-100%
增持
NOBL
PROSHARES TR
+$89.6K
14,945
+8%
减持
IEF
ISHARES TR
-$83.6K
2,980
-23%
减持
ESML
ISHARES TR
-$82.7K
17,644
-17%
增持
JNJ
JOHNSON & JOHNSON
-$81.8K
6,590
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$78.3K
4,637
+21%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$77.4K
6,395
+4%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$77.1K
42,077
-12%
增持
PANW
PALO ALTO NETWORKS INC
+$75.4K
2,126
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$74.2K
6,331
-2%
增持
DSI
ISHARES TR
+$74.0K
5,376
+0%
减持
VCR
VANGUARD WORLD FD
+$72.9K
2,226
-1%
增持
DE
DEERE & CO
+$70.0K
590
+20%
增持
WM
WASTE MGMT INC DEL
+$66.2K
1,207
+33%
减持
BA
BOEING CO
+$60.5K
3,127
-10%
减持
HNDL
STRATEGY SHS
-$57.3K
10,608
-22%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$56.1K
13,358
-4%
减持
XBGYX
BLACKROCK ENHANCED INTL DIV
+$54.6K
524,930
-1%
增持
LLY
ELI LILLY & CO
-$53.8K
5,189
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$52.7K
14,916
+10%
