小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Bellwether Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bellwether Advisors, LLC
报告期 2026-03-31 · CIK 0001819815
持仓数
159
前50大市值合计
$477.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 13
增持 36
减持 72
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES CORE S&P 500 ETF
-$11.4M
71,733
-16%
清仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$10.9M
0
-100%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$10.6M
423,046
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。
+65%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$10.1M
321,839
+86%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$5.1M
184,438
+36%
增持
WMB
WILLIAMS COS INC COM
+$4.4M
139,964
+120559%
建仓
MGPI
MGP INGREDIENTS INC NEW COM
+$3.7M
37,198
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$2.9M
50,025
增持
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
+$2.6M
92,649
+2195%
建仓
CALM
CAL MAINE FOODS INC COM NEW
+$2.6M
51,694
清仓
OKE
ONEOK INC NEW COM
-$2.5M
0
-100%
清仓
EXC
EXELON CORP COM
-$2.5M
0
-100%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$2.4M
36,501
-17%
建仓
BJUL
INNOVATOR U.S. EQUITY BUFFER ETF - JULY
+$2.3M
77,052
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$2.3M
127,063
-12%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$2.1M
60,028
-15%
减持
IJH
ISHARES S&P MIDCAP FUND
-$2.0M
22,989
-15%
减持
TSN
TYSON FOODS INC CL A
-$1.8M
47
-100%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$1.7M
290,820
+51%
增持
SRE
SEMPRA COM
+$1.7M
19,733
+169%
清仓
—
CERNER CORP COM
-$1.6M
0
-100%
减持
IXN
ISHARES GLOBAL TECH ETF
-$1.5M
76,884
-11%
增持
FE
FIRSTENERGY CORP COM
+$1.5M
39,025
+47491%
建仓
ETR
ENTERGY CORP NEW COM
+$1.5M
13,195
增持
WRB
BERKLEY W R CORP COM
+$1.4M
21,408
+9500%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$1.4M
75,012
-12%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$1.3M
73,526
-11%
减持
PCG
PG&E CORP COM
-$1.2M
123
-100%
清仓
ATO
ATMOS ENERGY CORP COM
-$1.2M
0
-100%
建仓
GO
GROCERY OUTLET HLDG CORP COM
+$1.2M
28,944
增持
PPC
PILGRIMS PRIDE CORP COM
+$1.2M
38,648
+34407%
清仓
KMI
KINDER MORGAN INC DEL COM
-$1.2M
0
-100%
清仓
BRO
BROWN & BROWN INC COM
-$1.1M
0
-100%
建仓
WMK
WEIS MKTS INC COM
+$1.1M
14,964
建仓
COKE
COCA COLA CONS INC COM
+$1.1M
1,966
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$1.1M
93,869
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.0M
12,609
-0%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$955.0K
23,269
-25%
减持
TSLA
TESLA INC COM
-$938.0K
78
-92%
增持
DAR
DARLING INGREDIENTS INC COM
+$929.0K
15,773
+8712%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$921.0K
493
-95%
建仓
TRV
TRAVELERS COMPANIES INC COM
+$916.0K
5,416
清仓
SFM
SPROUTS FMRS MKT INC COM
-$888.0K
0
-100%
清仓
EL
LAUDER ESTEE COS INC CL A
-$876.0K
0
-100%
减持
—
ROYAL CARIBBEAN GROUP COM
-$869.0K
2
-100%
减持
MO
ALTRIA GROUP INC COM
-$863.0K
550
-97%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$829.0K
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$826.0K
11,620
-46%
减持
CVS
CVS HEALTH CORP COM
-$820.0K
1,139
-88%
减持
—
CARNIVAL CORP COMMON STOCK
-$817.0K
300
-99%
减持
URI
UNITED RENTALS INC COM
-$788.0K
6,513
-2%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$772.0K
21,587
-18%
清仓
—
LUCID GROUP INC COM
-$768.0K
0
-100%
减持
F
FORD MTR CO DEL COM
-$752.0K
60
-100%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$744.0K
55,486
-7%
清仓
EA
ELECTRONIC ARTS INC COM
-$723.0K
0
-100%
清仓
EXPE
EXPEDIA GROUP INC COM NEW
-$723.0K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC COM
-$715.0K
0
-100%
清仓
ROL
ROLLINS INC COM
-$714.0K
0
-100%
清仓
CZR
CAESARS ENTERTAINMENT INC NEW COM
-$698.0K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$655.0K
37
-96%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$640.0K
8,582
-55%
减持
KR
KROGER CO COM
-$639.0K
22,897
-24%
清仓
POOL
POOL CORP COM
-$619.0K
0
-100%
减持
HSY
HERSHEY CO COM
-$615.0K
5,494
-34%
清仓
CG
CARLYLE GROUP INC COM
-$533.0K
0
-100%
减持
ALL
ALLSTATE CORP COM
-$519.0K
326
-92%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$509.0K
99,680
-8%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$497.0K
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC COM
-$481.0K
0
-100%
减持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$479.0K
45,763
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$476.0K
10
-100%
清仓
MS
MORGAN STANLEY COM NEW
-$475.0K
0
-100%
建仓
CINF
CINCINNATI FINL CORP COM
+$468.0K
3,934
增持
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
-$463.0K
217,831
+2%
增持
—
AON PLC SHS CL A
+$459.0K
1,708
+28367%
建仓
LPLA
LPL FINL HLDGS INC COM
+$446.0K
2,422
清仓
SBNY
SIGNATURE BK NEW YORK N Y COM
-$441.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$437.0K
0
-100%
减持
IBB
ISHARES BIOTECHNOLOGY FUND
-$425.0K
15,098
-11%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$378.0K
27,254
-18%
增持
AXP
AMERICAN EXPRESS CO COM
+$355.0K
3,723
+330%
减持
VV
VANGUARD LARGE-CAP INDEX FUND
-$312.0K
1,885
-38%
减持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
-$292.0K
108,681
-1%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$284.0K
1,584
-38%
增持
AMZN
AMAZON COM INC COM
-$253.0K
2,680
+1524%
减持
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
-$236.0K
10,280
-11%
增持
ED
CONSOLIDATED EDISON INC COM
+$236.0K
15,642
+18%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$225.0K
3,736
-63%
减持
ABBV
ABBVIE INC COM
-$221.0K
21,077
-1%
减持
SPY
SPDR S&P 500 ETF
-$210.0K
2,760
-0%
增持
PSEP
INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER
-$205.0K
137,917
+2%
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$199.0K
0
-100%
减持
ACWI
ISHARES MSCI ACWI INDEX FUND
-$196.0K
8,799
-6%
减持
MSFT
MICROSOFT CORP COM
-$195.0K
2,341
-9%
增持
AOR
ISHARES GROWTH ALLOCATION FUND
+$187.0K
4,973
+422%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$187.0K
2,007
-37%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$179.0K
558
-69%
减持
LRGF
ISHARES U.S. EQUITY FACTOR ETF
-$178.0K
9,337
-22%
增持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER
-$166.0K
75,728
+1%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$155.0K
11,290
-19%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$153.0K
4,865
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$146.0K
4,330
-14%
增持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
+$136.0K
77,516
+13%
增持
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
-$133.0K
40,871
+2%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$131.0K
15,861
-7%
增持
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF A NOVEMBER
-$131.0K
81,875
+2%
增持
QQQ
INVESCO QQQ TRUST
-$98.0K
1,235
+1%
减持
BSEP
INNOVATOR U.S. EQUITY BUFFER ETF A SEPTEMBER
-$96.0K
23,399
-2%
减持
PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
-$95.0K
19,231
-5%
减持
AAPL
APPLE INC COM
-$95.0K
2,473
-0%
增持
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
-$94.0K
51,553
+3%
清仓
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$92.0K
0
-100%
增持
VDE
VANGUARD ENERGY INDEX FUND
-$92.0K
12,657
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$89.0K
31,431
-2%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$78.0K
3,134
-8%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$77.0K
32,744
+6%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$76.0K
197
-75%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$70.0K
3,026
-4%
增持
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
+$67.0K
109,972
+13%
清仓
—
CSG SYS INTL INC COM
-$66.0K
0
-100%
减持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
-$66.0K
3,070
-8%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$66.0K
23,674
-7%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$63.0K
100
-1%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$61.0K
3,375
-6%
清仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$61.0K
0
-100%
减持
BNOV
INNOVATOR U.S. EQUITY BUFFER ETF A NOVEMBER
-$59.0K
13,742
-2%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$59.0K
10
-97%
增持
IVE
ISHARES S&P 500 VALUE ETF
-$57.0K
3,293
+1%
建仓
IRT
INDEPENDENCE RLTY TR INC COM
+$53.0K
2,594
清仓
VPU
VANGUARD UTILITIES INDEX FUND
-$53.0K
0
-100%
减持
SYK
STRYKER CORPORATION COM
-$49.0K
538
-8%
清仓
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$46.0K
0
-100%
增持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
+$45.0K
163,202
+9%
减持
CVX
CHEVRON CORP NEW COM
-$41.0K
2
-99%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$41.0K
2,414
+60%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$38.0K
3,423
-5%
增持
LW
LAMB WESTON HLDGS INC COM
+$35.0K
2,970
+0%
减持
LOW
LOWES COS INC COM
-$33.0K
770
-7%
增持
EFA
ISHARES MSCI EAFE ETF
-$33.0K
3,817
+3%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$32.0K
850
-3%
减持
—
EXXON MOBIL CORP COM
-$32.0K
795
-35%
减持
USB
US BANCORP DEL COM NEW
-$31.0K
3,197
-5%
减持
FAST
FASTENAL CO COM
-$31.0K
1,214
-21%
增持
ROKU
ROKU INC COM CL A
+$30.0K
390
+1757%
增持
IYR
ISHARES U.S. REAL ESTATE ETF
-$29.0K
1,947
+1%
减持
MRK
MERCK & CO INC COM
-$28.0K
75
-82%
减持
PM
PHILIP MORRIS INTL INC COM
-$26.0K
50
-84%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$26.0K
3,143
+0%
增持
V
VISA INC COM CL A
-$26.0K
3,051
+8%
