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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 25
增持 30
减持 71
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$51.0M
337,458
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$33.7M
4
-100%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$12.7M
147,974
-54%
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。
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$10.4M
97,843
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$9.6M
453,039
+25%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$7.5M
158,203
-34%
建仓
MTD
METTLER TOLEDO INTERNATIONAL COM
+$4.3M
2,797
增持
NVDA
NVIDIA CORPORATION COM
+$4.2M
15,211
清仓
—
COCA-COLA EUROPACIFIC PARTNERS SHS
-$3.9M
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC COM
-$3.6M
0
-100%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$3.6M
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC COM
+$3.5M
6,935
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$3.4M
40,261
+182905%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$3.2M
4,188
-59%
增持
MRNA
MODERNA INC COM
+$2.6M
16,820
+16720%
增持
MCK
MCKESSON CORP COM
+$2.5M
12,650
+135%
减持
KDP
KEURIG DR PEPPER INC COM
-$2.3M
1
-100%
减持
TSN
TYSON FOODS INC CL A
-$2.3M
47
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$2.2M
4,811
+7302%
增持
INTC
INTEL CORP COM
+$2.0M
61,250
+244900%
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$1.9M
43,623
建仓
PAYC
PAYCOM SOFTWARE INC COM
+$1.9M
6,106
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$1.9M
0
-100%
建仓
CDW
CDW CORP COM
+$1.8M
9,259
增持
ADI
ANALOG DEVICES INC COM
+$1.8M
8,947
建仓
PAYX
PAYCHEX INC COM
+$1.8M
15,353
清仓
AEE
AMEREN CORP COM
-$1.7M
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$1.7M
8,238
+54820%
清仓
CMS
CMS ENERGY CORP COM
-$1.7M
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING INC COM
+$1.7M
7,514
建仓
ENPH
ENPHASE ENERGY INC COM
+$1.6M
7,672
减持
DHR
DANAHER CORPORATION COM
-$1.6M
544
-92%
减持
CNP
CENTERPOINT ENERGY INC COM
-$1.3M
12,649
-78%
减持
KHC
KRAFT HEINZ CO COM
-$1.3M
1
-100%
清仓
HSY
HERSHEY CO COM
-$1.2M
0
-100%
减持
ETR
ENTERGY CORP NEW COM
-$970.1K
6,684
-56%
减持
CPRT
COPART INC COM
-$931.3K
340
-98%
清仓
NEE
NEXTERA ENERGY INC COM
-$897.4K
0
-100%
清仓
AES
AES CORP COM
-$881.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
-$857.0K
163
-94%
清仓
ES
EVERSOURCE ENERGY COM
-$848.9K
0
-100%
减持
—
EATON CORP PLC SHS
-$843.1K
112
-98%
清仓
—
JOHNSON CTLS INTL PLC SHS
-$840.6K
0
-100%
减持
PYPL
PAYPAL HLDGS INC COM
-$836.1K
860
-93%
增持
IDXX
IDEXX LABS INC COM
+$828.6K
5,040
+22%
清仓
—
LAM RESEARCH CORP COM
-$822.9K
0
-100%
减持
FDX
FEDEX CORP COM
-$810.8K
20
-100%
清仓
SRE
SEMPRA COM
-$804.4K
0
-100%
减持
MMM
3M CO COM
-$801.5K
214
-97%
减持
SO
SOUTHERN CO COM
-$786.1K
776
-93%
减持
TDG
TRANSDIGM GROUP INC COM
-$755.7K
1,541
-49%
增持
CAH
CARDINAL HEALTH INC COM
+$744.5K
31,868
+47%
增持
PCG
PG&E CORP COM
+$705.9K
43,777
+35491%
增持
COR
AMERISOURCEBERGEN CORP COM
+$636.2K
15,203
+40%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$615.6K
48,337
+24%
减持
CMI
CUMMINS INC COM
-$614.2K
4,747
-34%
建仓
HEI
HEICO CORP NEW COM
+$609.8K
3,565
建仓
IR
INGERSOLL RAND INC COM
+$601.3K
10,335
减持
ILMN
ILLUMINA INC COM
-$590.9K
11,110
-29%
建仓
XYL
XYLEM INC COM
+$584.2K
5,580
减持
VHT
VANGUARD HEALTH CARE ETF
-$580.1K
115
-95%
增持
GD
GENERAL DYNAMICS CORP COM
+$577.5K
2,783
+1100%
建仓
IEX
IDEX CORP COM
+$568.1K
2,459
建仓
AME
AMETEK INC COM
+$567.7K
3,906
建仓
ODFL
OLD DOMINION FREIGHT LINE INC COM
+$541.9K
1,590
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$528.2K
35,929
-25%
减持
IXN
ISHARES GLOBAL TECH ETF
+$523.7K
67,657
-4%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$521.6K
2,835
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$474.4K
21,765
-20%
增持
BDX
BECTON DICKINSON & CO COM
+$422.4K
10,084
+24%
减持
—
AVANGRID INC COM
-$410.1K
9,290
-49%
增持
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
+$386.2K
220,946
+2%
建仓
KMI
KINDER MORGAN INC DEL COM
+$376.6K
21,506
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$373.0K
38,026
-19%
增持
EIX
EDISON INTL COM
+$369.1K
5,590
+1298%
建仓
TRGP
TARGA RES CORP COM
+$361.9K
4,961
建仓
LNT
ALLIANT ENERGY CORP COM
+$359.7K
6,736
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$341.6K
3,541
建仓
OKE
ONEOK INC NEW COM
+$339.6K
5,344
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$323.8K
106,214
-5%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$311.7K
21,796
+35%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$280.2K
19,317
-5%
增持
CI
THE CIGNA GROUP COM
+$276.3K
8,148
+50%
减持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
+$266.2K
167,261
-0%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$245.7K
13,767
+42%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$238.1K
6,117
-38%
减持
VDC
VANGUARD CONSUMER STAPLES ETF
-$219.3K
11
-99%
建仓
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
+$215.5K
6,000
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$206.4K
11,272
-30%
增持
PCAR
PACCAR INC COM
-$197.7K
8,456
+2%
增持
BAPR
INNOVATOR U.S. EQUITY BUFFER ETF - APRIL
+$189.5K
28,692
+15%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$179.6K
1,912
-67%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$176.2K
24,080
-6%
增持
AAPL
APPLE INC COM
+$165.5K
3,256
+14%
减持
LUV
SOUTHWEST AIRLS CO COM
-$161.5K
19,143
-18%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$160.3K
42,220
-12%
减持
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
+$158.4K
146,842
-1%
减持
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
+$152.8K
113,557
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$148.7K
4,476
-37%
减持
MSFT
MICROSOFT CORP COM
+$144.7K
3,459
-3%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$110.9K
13,850
-14%
减持
IVV
ISHARES CORE S&P 500 ETF
+$110.8K
60,006
-6%
清仓
—
STERIS PLC SHS USD
-$108.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$104.5K
0
-100%
减持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
+$104.0K
74,955
-1%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$101.1K
3,715
-53%
增持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$100.8K
107,675
+0%
减持
BDEC
INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
+$96.0K
50,089
-0%
清仓
PODD
INSULET CORP COM
-$95.1K
0
-100%
减持
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
+$92.1K
106,639
-1%
减持
BJUL
INNOVATOR U.S. EQUITY BUFFER ETF - JULY
+$89.4K
75,642
-2%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$87.2K
47,372
-4%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$85.4K
20,937
-11%
清仓
EL
LAUDER ESTEE COS INC CL A
-$83.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$79.7K
849
-38%
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$76.9K
0
-100%
清仓
CLX
CLOROX CO DEL COM
-$70.0K
0
-100%
清仓
VPU
VANGUARD UTILITIES ETF
-$69.6K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW COM
-$66.6K
500
-46%
减持
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
+$61.1K
90,287
-2%
减持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
+$60.6K
77,440
-1%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$59.4K
2,182
-28%
减持
RWR
SPDR DOW JONES REIT ETF
-$56.8K
1,131
-37%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$56.0K
13,301
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$53.9K
13,000
+1%
减持
VV
VANGUARD LARGE-CAP ETF
-$52.1K
1,259
-24%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$49.6K
1,896
-42%
减持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$49.1K
15,108
-8%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$49.0K
4,808
-25%
清仓
WEC
WEC ENERGY GROUP INC COM
-$47.9K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$47.9K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$44.0K
18,710
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
-$43.8K
1,177
-14%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$43.6K
4,967
-18%
增持
TSLA
TESLA INC COM
+$43.5K
281
+134%
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$41.4K
500
增持
GOOGL
ALPHABET INC CAP STK CL A
+$40.6K
2,093
+5%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$39.9K
1,559
+421%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$37.8K
421
-35%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$35.2K
2,439
-26%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$33.2K
1,488
-18%
清仓
MGK
VANGUARD MEGA CAP GROWTH ETF
-$32.3K
0
-100%
清仓
MGV
VANGUARD MEGA CAP VALUE ETF
-$31.9K
0
-100%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$31.6K
655
-36%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$30.0K
2,039
-15%
减持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$28.4K
2,214
-22%
增持
LRGF
ISHARES U.S. EQUITY FACTOR ETF
+$27.8K
9,840
+1%
减持
BMAR
INNOVATOR U.S. EQUITY BUFFER ETF - MARCH
+$27.5K
15,403
-2%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$27.3K
19,437
-8%
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$23.1K
813
