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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 114 项
建仓 18
增持 39
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
XLK
SELECT SECTOR SPDR TR
+$8.7M
290,947
+8%
清仓
CI
THE CIGNA GROUP
-$7.6M
0
-100%
增持
IYK
ISHARES TR
+$4.9M
185,774
+362%
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
ON
ON SEMICONDUCTOR CORP
+$4.6M
89,239
+288%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$4.2M
5,997
-68%
建仓
UNH
UNITEDHEALTH GROUP INC
+$4.0M
8,106
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.5M
10,280
-47%
增持
ORCL
ORACLE CORP
+$3.3M
67,988
+38%
增持
IVV
ISHARES TR
+$2.9M
60,089
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$2.8M
121,637
+11%
建仓
TTD
THE TRADE DESK INC
+$2.7M
30,892
减持
PMAY
INNOVATOR ETFS TRUST
-$2.7M
23,037
-79%
增持
PJAN
INNOVATOR ETFS TRUST
+$2.6M
277,380
+26%
增持
XLC
SELECT SECTOR SPDR TR
+$2.2M
188,301
+4%
建仓
HCA
HCA HEALTHCARE INC
+$2.2M
6,461
建仓
LOW
LOWES COS INC
+$2.0M
8,024
增持
NKE
NIKE INC
+$2.0M
28,203
+391%
建仓
CNC
CENTENE CORP DEL
+$2.0M
25,723
建仓
ZTS
ZOETIS INC
+$2.0M
11,722
建仓
HUM
HUMANA INC
+$2.0M
5,634
增持
PMAR
INNOVATOR ETFS TRUST
+$1.9M
88,476
+130%
减持
IDU
ISHARES TR
-$1.9M
35,095
-42%
建仓
MKC
MCCORMICK & CO INC
+$1.7M
22,298
建仓
STZ
CONSTELLATION BRANDS INC
+$1.7M
6,249
清仓
DDOG
DATADOG INC
-$1.6M
0
-100%
建仓
CLX
CLOROX CO DEL
+$1.6M
10,166
增持
KLAC
KLA CORP
+$1.5M
10,500
+5%
建仓
BF/B
BROWN FORMAN CORP
+$1.5M
28,349
清仓
MELI
MERCADOLIBRE INC
-$1.4M
0
-100%
清仓
—
CARNIVAL CORP
-$1.4M
0
-100%
清仓
SNPS
SYNOPSYS INC
-$1.4M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$1.3M
425,559
-4%
增持
XLI
SELECT SECTOR SPDR TR
+$1.2M
95,133
+1%
增持
BFEB
INNOVATOR ETFS TRUST
+$1.2M
68,241
+65%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.2M
18,256
建仓
IBIT
ISHARES BITCOIN TR
+$1.1M
26,270
减持
AVGO
BROADCOM INC
+$1.1M
5,793
-2%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
3,147
-60%
增持
CTAS
CINTAS CORP
+$1.0M
4,789
+26%
增持
BBY
BEST BUY INC
+$1.0M
39,000
+39%
增持
HD
HOME DEPOT INC
+$912.3K
8,170
+27%
清仓
TSLA
TESLA INC
-$906.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$904.8K
13,303
+1%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$887.0K
14,963
减持
URI
UNITED RENTALS INC
+$881.2K
6,157
-1%
清仓
PFEB
INNOVATOR ETFS TR
-$832.8K
0
-100%
建仓
TSN
TYSON FOODS INC
+$801.2K
13,642
增持
IWP
ISHARES TR
+$731.9K
45,687
+6%
清仓
PCG
PG&E CORP
-$722.7K
0
-100%
清仓
TRGP
TARGA RES CORP
-$677.8K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$658.6K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$657.0K
0
-100%
清仓
CNP
CENTERPOINT ENERGY INC
-$645.1K
0
-100%
减持
USMV
ISHARES TR
+$560.2K
102,480
-0%
减持
MTUM
ISHARES TR
+$542.1K
18,580
-1%
增持
IJH
ISHARES TR
+$490.9K
92,652
+400%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$480.9K
0
-100%
增持
MDYG
SPDR SER TR
+$467.6K
33,223
+3%
增持
NFLX
NETFLIX INC
+$455.7K
1,738
+41%
增持
PAPR
INNOVATOR ETFS TRUST
+$422.7K
216,030
+3%
减持
IXN
ISHARES TR
+$419.4K
65,475
-0%
增持
EA
ELECTRONIC ARTS INC
+$294.3K
4,523
+102%
减持
BAPR
INNOVATOR ETFS TRUST
-$286.1K
5,902
-57%
减持
PJUN
INNOVATOR ETFS TRUST
-$264.2K
108,445
-10%
建仓
ESGU
ISHARES TR
+$249.3K
2,169
减持
PSEP
INNOVATOR ETFS TRUST
+$223.1K
133,036
-0%
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$215.2K
2,950
减持
IYE
ISHARES TR
+$214.3K
107,392
-7%
减持
USRT
ISHARES TR
-$211.9K
57,181
-6%
减持
XLB
SELECT SECTOR SPDR TR
-$209.0K
35,316
-13%
建仓
COP
CONOCOPHILLIPS
+$208.9K
1,641
减持
BJUL
INNOVATOR ETFS TRUST
+$199.4K
75,522
-0%
减持
MCK
MCKESSON CORP
-$178.2K
12,624
-16%
增持
IVW
ISHARES TR
+$170.7K
16,368
+1%
减持
MSFT
MICROSOFT CORP
-$154.5K
12,092
-13%
增持
CSGP
COSTAR GROUP INC
+$138.1K
11,494
+3%
减持
AAPL
APPLE INC
-$134.4K
4,997
-3%
减持
ISTB
ISHARES TR
-$132.5K
26,208
-9%
减持
PAUG
INNOVATOR ETFS TRUST
+$123.1K
77,749
-1%
减持
META
META PLATFORMS INC
+$114.2K
2,599
-20%
增持
BUFF
INNOVATOR ETFS TRUST
+$110.0K
8,396
+40%
减持
PNOV
INNOVATOR ETFS TRUST
+$105.8K
108,993
-0%
增持
PDEC
INNOVATOR ETFS TRUST
+$102.9K
66,050
+0%
减持
IXUS
ISHARES TR
+$102.2K
38,861
-0%
减持
IJR
ISHARES TR
+$99.6K
45,615
-0%
减持
BMAR
INNOVATOR ETFS TRUST
-$90.0K
11,334
-20%
减持
USIG
ISHARES TR
-$69.1K
33,654
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$64.9K
938
+5%
减持
WERN
WERNER ENTERPRISES INC
-$61.1K
10,786
-5%
减持
AMZN
AMAZON COM INC
+$60.4K
2,808
-4%
减持
SHW
SHERWIN WILLIAMS CO
+$59.3K
1,850
-1%
增持
LRGF
ISHARES TR
+$55.1K
9,773
+0%
减持
PJUL
INNOVATOR ETFS TRUST
+$54.4K
34,901
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$54.1K
19,393
-0%
增持
ACWV
ISHARES INC
+$49.5K
5,972
+3%
增持
ACWI
ISHARES TR
+$45.9K
4,673
+1%
减持
BDEC
INNOVATOR ETFS TRUST
-$43.6K
22,494
-10%
减持
GOVT
ISHARES TR
-$41.5K
15,306
-10%
增持
EFAV
ISHARES TR
+$32.4K
18,260
+0%
减持
AGG
ISHARES TR
-$31.7K
19,877
-0%
减持
CAH
CARDINAL HEALTH INC
-$27.8K
55,961
-10%
增持
IEFA
ISHARES TR
+$21.3K
3,143
+4%
增持
EEMV
ISHARES INC
+$20.2K
13,941
+1%
增持
V
VISA INC
+$19.4K
854
+2%
增持
TMUS
T-MOBILE US INC
+$18.0K
1,803
+5%
减持
LOAN
MANHATTAN BRDG CAP INC
-$16.8K
161,375
-9%
减持
BNOV
INNOVATOR ETFS TRUST
+$14.5K
9,871
-0%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$14.1K
3,353
+36%
减持
EFA
ISHARES TR
+$14.0K
4,558
-2%
减持
ITOT
ISHARES TR
+$13.7K
2,035
-3%
增持
IYH
ISHARES TR
-$12.7K
565,935
+362%
减持
IBB
ISHARES TR
+$9.6K
12,256
-0%
增持
FLOT
ISHARES TR
+$7.8K
13,696
+0%
减持
GOOGL
ALPHABET INC
-$7.5K
2,643
-9%
