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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 13
减持 29
清仓 98
方向
标的
Δ市值
现股数(环比)
建仓
XLY
SELECT SECTOR SPDR TR
+$20.5M
120,657
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$16.0M
0
-100%
增持
VHT
VANGUARD WORLD FDS
+$14.0M
57,486
+49888%
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
IWP
ISHARES TR
+$12.5M
129,864
增持
VGT
VANGUARD WORLD FDS
+$11.9M
26,857
清仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$10.4M
0
-100%
清仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$10.0M
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$8.4M
128,644
建仓
VCR
VANGUARD WORLD FDS
+$4.6M
16,134
清仓
MCK
MCKESSON CORP COM
-$4.5M
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL COM
-$4.3M
0
-100%
清仓
NVDA
NVIDIA CORPORATION COM
-$4.2M
0
-100%
清仓
MPWR
MONOLITHIC PWR SYS INC COM
-$3.5M
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$3.4M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$3.3M
311,914
-8%
增持
PMAY
INNOVATOR ETFS TR
+$2.7M
108,117
+462%
清仓
ILMN
ILLUMINA INC COM
-$2.6M
0
-100%
清仓
MRNA
MODERNA INC COM
-$2.6M
0
-100%
清仓
IDXX
IDEXX LABS INC COM
-$2.5M
0
-100%
清仓
BDX
BECTON DICKINSON & CO COM
-$2.5M
0
-100%
清仓
COR
AMERISOURCEBERGEN CORP COM
-$2.4M
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP COM
-$2.4M
0
-100%
清仓
CAH
CARDINAL HEALTH INC COM
-$2.4M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.2M
416
-90%
清仓
CI
THE CIGNA GROUP COM
-$2.1M
0
-100%
减持
IVV
ISHARES TR
+$2.0M
59,858
-0%
清仓
INTC
INTEL CORP COM
-$2.0M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
8,875
+84%
建仓
VOT
VANGUARD INDEX FDS
+$1.9M
9,213
清仓
MRVL
MARVELL TECHNOLOGY INC COM
-$1.9M
0
-100%
建仓
VOX
VANGUARD WORLD FDS
+$1.9M
17,542
清仓
PAYC
PAYCOM SOFTWARE INC COM
-$1.9M
0
-100%
清仓
CDW
CDW CORP COM
-$1.8M
0
-100%
清仓
ADI
ANALOG DEVICES INC COM
-$1.8M
0
-100%
清仓
PAYX
PAYCHEX INC COM
-$1.8M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC COM
-$1.7M
0
-100%
建仓
VRSK
VERISK ANALYTICS INC
+$1.7M
7,421
清仓
ADP
AUTOMATIC DATA PROCESSING INC COM
-$1.7M
0
-100%
减持
PJUL
INNOVATOR ETFS TR
-$1.7M
35,125
-61%
清仓
ENPH
ENPHASE ENERGY INC COM
-$1.6M
0
-100%
增持
MO
ALTRIA GROUP INC
+$1.5M
32,485
+8449%
清仓
TDG
TRANSDIGM GROUP INC COM
-$1.1M
0
-100%
清仓
CMI
CUMMINS INC COM
-$1.1M
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP COM
-$1.1M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$924.8K
434,910
-4%
增持
—
ACTIVISION BLIZZARD INC
+$901.2K
10,822
+8225%
建仓
EA
ELECTRONIC ARTS INC
+$818.7K
6,312
清仓
ETR
ENTERGY CORP NEW COM
-$720.1K
0
-100%
清仓
PCG
PG&E CORP COM
-$707.9K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP COM
-$635.1K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO COM
-$622.9K
0
-100%
清仓
PCAR
PACCAR INC COM
-$619.0K
0
-100%
清仓
HEI
HEICO CORP NEW COM
-$609.8K
0
-100%
清仓
IR
INGERSOLL RAND INC COM
-$601.3K
0
-100%
清仓
GE
GENERAL ELECTRIC CO COM NEW
-$584.8K
0
-100%
清仓
XYL
XYLEM INC COM
-$584.2K
0
-100%
清仓
IEX
IDEX CORP COM
-$568.1K
0
-100%
清仓
AME
AMETEK INC COM
-$567.7K
0
-100%
增持
PJUN
INNOVATOR ETFS TR
+$559.2K
121,283
+14%
清仓
ODFL
OLD DOMINION FREIGHT LINE INC COM
-$541.9K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$521.6K
0
-100%
减持
POCT
INNOVATOR ETFS TR
-$521.0K
24,365
-42%
增持
ABBV
ABBVIE INC
-$499.2K
21,198
+1%
增持
MSFT
MICROSOFT CORP
+$496.9K
4,388
+27%
减持
IXN
ISHARES TR
+$492.9K
67,065
-1%
清仓
EIX
EDISON INTL COM
-$394.6K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$385.6K
12,902
-1%
清仓
KMI
KINDER MORGAN INC DEL COM
-$376.6K
0
-100%
清仓
CNP
CENTERPOINT ENERGY INC COM
-$372.6K
0
-100%
清仓
—
AVANGRID INC COM
-$370.5K
0
-100%
清仓
TRGP
TARGA RES CORP COM
-$361.9K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP COM
-$359.7K
0
-100%
增持
META
META PLATFORMS INC
+$352.1K
1,325
+896%
清仓
DUK
DUKE ENERGY CORP NEW COM NEW
-$341.6K
0
-100%
清仓
OKE
ONEOK INC NEW COM
-$339.6K
0
-100%
增持
AAPL
APPLE INC
+$332.7K
4,484
+38%
减持
PAPR
INNOVATOR ETFS TR
+$311.5K
220,301
-0%
减持
URI
UNITED RENTALS INC
+$290.1K
6,206
-1%
减持
PSEP
INNOVATOR ETFS TR
+$288.6K
146,552
-0%
减持
PJAN
INNOVATOR ETFS TR
+$261.9K
165,669
-1%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$234.6K
0
-100%
减持
PNOV
INNOVATOR ETFS TR
+$233.1K
113,366
-0%
增持
GOOGL
ALPHABET INC
+$216.3K
3,621
+73%
建仓
—
INNOVATOR ETFS TR
+$201.4K
8,200
清仓
BJUN
INNOVATOR U.S. EQUITY BUFFER ETF - JUNE
-$188.4K
0
-100%
减持
IJH
ISHARES TR
+$184.2K
18,605
-1%
清仓
V
VISA INC COM CL A
-$180.2K
0
-100%
清仓
LOW
LOWES COS INC COM
-$167.0K
0
-100%
减持
PFEB
INNOVATOR ETFS TR
+$166.5K
107,627
-0%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$164.9K
0
-100%
清仓
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
-$163.9K
0
-100%
清仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$163.8K
0
-100%
清仓
COP
CONOCOPHILLIPS COM
-$162.9K
0
-100%
清仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$162.9K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP COM
-$158.4K
0
-100%
清仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$156.2K
0
-100%
清仓
SYK
STRYKER CORPORATION COM
-$153.6K
0
-100%
清仓
BOCT
INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
-$153.0K
0
-100%
清仓
FXO
FIRST TRUST FINANCIALS ALPHADEX FUND
-$151.7K
0
-100%
减持
AGG
ISHARES TR
-$150.1K
20,608
-5%
清仓
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
-$148.2K
0
-100%
清仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$146.3K
0
-100%
清仓
ONEV
SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF
-$145.7K
0
-100%
清仓
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$140.8K
0
-100%
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$137.5K
0
-100%
清仓
DHR
DANAHER CORPORATION COM
-$137.1K
0
-100%
减持
USMV
ISHARES TR
+$136.6K
105,781
-0%
减持
USIG
ISHARES TR
-$135.7K
35,750
-6%
清仓
AXP
AMERICAN EXPRESS CO COM
-$134.3K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$133.4K
24,012
-0%
清仓
JNJ
JOHNSON & JOHNSON COM
-$132.4K
0
-100%
减持
PDEC
INNOVATOR ETFS TR
+$131.0K
74,769
-0%
清仓
GWW
GRAINGER W W INC COM
-$127.4K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO COM
-$126.2K
0
-100%
减持
PAUG
INNOVATOR ETFS TR
+$125.7K
77,248
-0%
清仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$123.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$120.9K
0
-100%
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$119.1K
0
-100%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$119.0K
0
-100%
清仓
KO
COCA COLA CO COM
-$107.7K
0
-100%
减持
IJR
ISHARES TR
+$105.6K
47,029
-1%
清仓
SBUX
STARBUCKS CORP COM
-$101.8K
0
-100%
清仓
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$101.2K
0
-100%
清仓
RWR
SPDR DOW JONES REIT ETF
-$100.5K
0
-100%
减持
IVW
ISHARES TR
+$99.7K
16,476
-1%
清仓
—
EXXON MOBIL CORP COM
-$97.8K
0
-100%
清仓
—
BLACKROCK INC COM
-$97.2K
0
-100%
清仓
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$95.8K
0
-100%
清仓
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$95.7K
0
-100%
减持
EFAV
ISHARES TR
-$92.6K
19,612
-6%
减持
BAPR
INNOVATOR ETFS TR
-$90.1K
24,387
-15%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$85.9K
0
-100%
减持
ISTB
ISHARES TR
-$85.4K
34,493
-4%
清仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$84.8K
0
-100%
清仓
CVS
CVS HEALTH CORP COM
-$84.6K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW COM
-$77.0K
0
-100%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$74.8K
0
-100%
清仓
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
-$74.7K
0
-100%
清仓
CTVA
CORTEVA INC COM
-$74.5K
0
-100%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$74.4K
40,000
清仓
DE
DEERE & CO COM
-$72.8K
0
-100%
清仓
HON
HONEYWELL INTL INC COM
-$72.6K
0
-100%
清仓
USB
US BANCORP DEL COM NEW
-$71.4K
0
-100%
减持
IXUS
ISHARES TR
-$70.9K
40,637
-4%
减持
PMAR
INNOVATOR ETFS TR
+$70.5K
51,004
-1%
清仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$70.3K
0
-100%
增持
AMZN
AMAZON COM INC
+$67.5K
2,388
+1%
清仓
FCOR
FIDELITY CORPORATE BOND ETF
-$67.0K
0
-100%
减持
MTUM
ISHARES TR
+$66.7K
19,082
-1%
清仓
FAST
FASTENAL CO COM
-$65.5K
0
-100%
