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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 16
增持 43
减持 85
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
BDEC
INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
+$38.1M
1,339,534
+2545%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$6.6M
351,487
-17%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$4.2M
285,876
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。
-11%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$3.8M
163,619
-11%
减持
IVV
ISHARES CORE S&P 500 ETF
-$3.7M
65,616
-9%
减持
VHT
VANGUARD HEALTH CARE ETF
-$3.4M
49,771
-19%
清仓
SRE
SEMPRA COM
-$3.0M
0
-100%
清仓
CALM
CAL MAINE FOODS INC COM NEW
-$2.6M
0
-100%
减持
WMB
WILLIAMS COS INC COM
-$2.2M
75,457
-46%
增持
SO
SOUTHERN CO COM
+$2.2M
32,131
+72925%
增持
ED
CONSOLIDATED EDISON INC COM
+$1.8M
37,849
+142%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$1.7M
246,805
-15%
清仓
FE
FIRSTENERGY CORP COM
-$1.5M
0
-100%
增持
GO
GROCERY OUTLET HLDG CORP COM
+$1.5M
80,820
+179%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$1.3M
115,377
-9%
增持
LW
LAMB WESTON HLDGS INC COM
+$1.2M
18,559
+525%
减持
HSY
HERSHEY CO COM
-$1.2M
11
-100%
建仓
CELH
CELSIUS HLDGS INC COM NEW
+$1.2M
12,751
清仓
WMK
WEIS MKTS INC COM
-$1.1M
0
-100%
清仓
KR
KROGER CO COM
-$1.1M
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$981.0K
52,368
-13%
减持
DAR
DARLING INGREDIENTS INC COM
-$938.0K
84
-99%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$935.0K
48,848
-12%
减持
TRV
TRAVELERS COMPANIES INC COM
-$916.0K
3
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$854.0K
19,822
-14%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$841.0K
67,489
-10%
增持
PGR
PROGRESSIVE CORP COM
+$769.0K
6,627
+55125%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$769.0K
68,156
-7%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$673.0K
85,565
-9%
减持
MGPI
MGP INGREDIENTS INC NEW COM
-$615.0K
29,278
-21%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$587.0K
89,749
-10%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$513.0K
34,034
-7%
减持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$487.0K
40,432
-12%
减持
SPY
SPDR S&P 500 ETF TRUST
-$486.0K
1,555
-44%
减持
IXN
ISHARES GLOBAL TECH ETF
-$474.0K
72,063
-6%
减持
CINF
CINCINNATI FINL CORP COM
-$460.0K
90
-98%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$458.0K
16,354
-30%
减持
—
AON PLC SHS CL A
-$452.0K
32
-98%
减持
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
-$451.0K
5,879
-43%
增持
COKE
COCA COLA CONS INC COM
+$450.0K
3,786
+93%
减持
V
VISA INC COM CL A
-$433.0K
942
-69%
减持
PPC
PILGRIMS PRIDE CORP COM
-$420.0K
34,152
-12%
减持
ETR
ENTERGY CORP NEW COM
-$416.0K
10,640
-19%
减持
ABBV
ABBVIE INC COM
-$401.0K
21,070
-0%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$376.0K
2,278
+2431%
减持
ACWI
ISHARES MSCI ACWI ETF
-$356.0K
4,910
-44%
减持
QQQ
INVESCO QQQ TRUST
-$341.0K
19
-98%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$335.0K
915
-72%
增持
FISV
FISERV INC COM
+$333.0K
3,580
+16948%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$325.0K
15,347
-29%
增持
LPLA
LPL FINL HLDGS INC COM
+$316.0K
3,492
+44%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$269.0K
7,879
-32%
增持
ABT
ABBOTT LABS COM
-$245.0K
21,069
+0%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$229.0K
4,485
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$227.0K
27,994
-15%
减持
WRB
BERKLEY W R CORP COM
-$217.0K
19,273
-10%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$213.0K
23,889
-12%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$198.0K
1,087
-65%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$190.0K
580
-82%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$178.0K
5,673
-34%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$178.0K
32,299
-35%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$171.0K
31,639
+1%
减持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
-$139.0K
161,802
-1%
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$138.0K
1,561
-49%
减持
IYR
ISHARES U.S. REAL ESTATE ETF
-$135.0K
550
-72%
减持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-$133.0K
76,949
-1%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$131.0K
2,268
-25%
减持
URI
UNITED RENTALS INC COM
+$127.0K
6,330
-3%
建仓
ONEV
SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF
+$126.0K
1,380
减持
VDE
VANGUARD ENERGY ETF
-$119.0K
11,219
-11%
增持
AAPL
APPLE INC COM
+$111.0K
3,253
+32%
减持
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
-$111.0K
217,278
-0%
减持
HNDL
STRATEGY SHARES NASDAQ 7HANDL INDEX ETF
-$109.0K
31,780
-9%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$108.0K
14,261
-6%
减持
AFL
AFLAC INC COM
-$103.0K
6,750
-23%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$102.0K
2,787
-54%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
-$98.0K
18,831
-10%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$92.0K
27,868
-5%
减持
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
-$82.0K
109,811
-0%
增持
FSK
FS KKR CAP CORP COM
-$77.0K
41,149
+3%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$73.0K
3,645
-16%
增持
AMZN
AMAZON COM INC COM
+$73.0K
3,163
+18%
减持
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
-$73.0K
92,599
-0%
减持
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
-$61.0K
137,244
-0%
增持
CTVA
CORTEVA INC COM
+$58.0K
1,236
+452%
减持
USB
US BANCORP DEL COM NEW
-$56.0K
2,272
-29%
减持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
-$55.0K
108,218
-0%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$54.0K
1,489
减持
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
-$53.0K
40,697
-0%
减持
VOO
VANGUARD S&P 500 ETF
-$52.0K
957
-10%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$52.0K
1,566
-22%
减持
AXP
AMERICAN EXPRESS CO COM
-$49.0K
3,465
-7%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$47.0K
1,434
-46%
建仓
LLY
LILLY ELI & CO COM
+$47.0K
148
减持
VV
VANGUARD LARGE-CAP ETF
-$46.0K
1,705
-10%
减持
LOAN
MANHATTAN BRDG CAP INC COM
-$46.0K
78,543
-37%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$44.0K
788
-38%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$41.0K
118
+228%
减持
BMAR
INNOVATOR U.S. EQUITY BUFFER ETF - MARCH
-$39.0K
16,236
-5%
建仓
NEE
NEXTERA ENERGY INC COM
+$38.0K
491
增持
COST
COSTCO WHSL CORP NEW COM
+$33.0K
196
+57%
减持
ROKU
ROKU INC COM CL A
-$32.0K
6
-98%
增持
—
EXXON MOBIL CORP COM
+$32.0K
1,154
+45%
建仓
IGE
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
+$31.0K
915
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$31.0K
188
-46%
增持
MSFT
MICROSOFT CORP COM
+$31.0K
2,715
+16%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$31.0K
2,921
-22%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$28.0K
1,021
-41%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$28.0K
310
-46%
增持
GOOG
ALPHABET INC CAP STK CL C
+$28.0K
380
+9400%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$27.0K
80
-44%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$27.0K
23,646
-0%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$27.0K
123
+95%
减持
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
-$27.0K
81,707
-0%
增持
JPM
JPMORGAN CHASE & CO COM
+$26.0K
493
+119%
增持
LOW
LOWES COS INC COM
+$22.0K
835
+8%
减持
BJUN
INNOVATOR U.S. EQUITY BUFFER ETF - JUNE
-$21.0K
6,416
-7%
增持
COP
CONOCOPHILLIPS COM
+$21.0K
1,647
+0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$21.0K
1,548
-2%
增持
DHR
DANAHER CORPORATION COM
+$21.0K
134
+158%
建仓
TXN
TEXAS INSTRS INC COM
+$19.0K
126
增持
PYPL
PAYPAL HLDGS INC COM
+$18.0K
719
+15%
建仓
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$17.0K
237
建仓
EXR
EXTRA SPACE STORAGE INC COM
+$16.0K
96
增持
HRL
HORMEL FOODS CORP COM
-$16.0K
11,197
+1%
增持
HD
HOME DEPOT INC COM
+$15.0K
127
+74%
增持
CRM
SALESFORCE INC COM
+$15.0K
111
+3600%
增持
NVDA
NVIDIA CORPORATION COM
+$15.0K
124
+3000%
清仓
LULU
LULULEMON ATHLETICA INC COM
-$15.0K
0
-100%
建仓
WCN
WASTE CONNECTIONS INC COM
+$15.0K
112
减持
ARKK
ARK INNOVATION ETF
-$15.0K
526
-40%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$15.0K
456
-18%
建仓
ROK
ROCKWELL AUTOMATION INC COM
+$15.0K
71
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$15.0K
605
-16%
增持
WMT
WALMART INC COM
+$15.0K
212
+112%
增持
GLW
CORNING INC COM
+$15.0K
551
+1737%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$14.0K
178
+5%
增持
TJX
TJX COS INC NEW COM
+$14.0K
231
+2210%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$14.0K
178
增持
SBUX
STARBUCKS CORP COM
+$13.0K
1,041
+7%
增持
MA
MASTERCARD INCORPORATED CL A
+$12.0K
61
+281%
增持
EFA
ISHARES MSCI EAFE ETF
-$12.0K
4,039
+6%
建仓
—
CANADIAN PAC RY LTD COM
+$11.0K
167
增持
AVGO
BROADCOM INC COM
+$11.0K
34
+278%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$11.0K
75
增持
CVX
CHEVRON CORP NEW COM
+$11.0K
77
+3750%
增持
UNP
UNION PAC CORP COM
-$10.0K
1,192
+5%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$10.0K
210
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$10.0K
58
增持
MRK
MERCK & CO INC COM
+$10.0K
190
+153%
