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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 117 项
建仓 22
增持 37
减持 37
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
IAU
ISHARES GOLD TR
+$13.6M
310,470
减持
IYH
ISHARES TR
-$12.0M
376,352
-33%
增持
XLK
SELECT SECTOR SPDR TR
+$11.7M
319,428
+10%
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
MSFT
MICROSOFT CORP
+$9.5M
32,547
+169%
建仓
GLD
SPDR GOLD TR
+$7.6M
35,327
清仓
KLAC
KLA CORP
-$7.3M
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$7.3M
158,054
+66%
建仓
IWS
ISHARES TR
+$5.3M
44,176
增持
AVGO
BROADCOM INC
+$5.3M
8,066
+39%
清仓
IWP
ISHARES TR
-$5.2M
0
-100%
减持
IYK
ISHARES TR
-$4.3M
125,139
-33%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$4.3M
0
-100%
增持
AAPL
APPLE INC
+$4.3M
24,349
+387%
减持
MCK
MCKESSON CORP
-$4.2M
4,402
-65%
建仓
TEAM
ATLASSIAN CORPORATION
+$3.9M
21,866
减持
CAH
CARDINAL HEALTH INC
-$3.8M
24,573
-56%
清仓
BBY
BEST BUY INC
-$3.2M
0
-100%
增持
ORCL
ORACLE CORP
+$3.1M
82,479
+21%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$3.1M
10,042
建仓
LUV
SOUTHWEST AIRLS CO
+$2.9M
102,659
清仓
MDYG
SPDR SER TR
-$2.9M
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$2.9M
137,684
+54%
建仓
MDYV
SPDR SER TR
+$2.8M
38,924
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$2.8M
15,986
减持
HD
HOME DEPOT INC
-$2.8M
1,115
-86%
清仓
TTD
THE TRADE DESK INC
-$2.7M
0
-100%
清仓
NKE
NIKE INC
-$2.7M
0
-100%
建仓
UAL
UNITED AIRLS HLDGS INC
+$2.6M
52,486
减持
XLC
SELECT SECTOR SPDR TR
-$2.5M
150,578
-20%
建仓
TDG
TRANSDIGM GROUP INC
+$2.4M
1,906
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
3,165
-61%
建仓
GWW
GRAINGER W W INC
+$2.2M
2,399
清仓
HCA
HCA HEALTHCARE INC
-$2.2M
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$2.1M
110,896
-9%
建仓
ROST
ROSS STORES INC
+$2.1M
14,184
清仓
LOW
LOWES COS INC
-$2.0M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$2.0M
1,879
清仓
ZTS
ZOETIS INC
-$2.0M
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$1.7M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.7M
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.6M
2,265
-62%
清仓
CLX
CLOROX CO DEL
-$1.6M
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$1.5M
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$1.4M
5,202
建仓
FAST
FASTENAL CO
+$1.4M
22,775
减持
CTAS
CINTAS CORP
-$1.4M
2,713
-43%
建仓
WSO
WATSCO INC
+$1.3M
2,789
减持
IVV
ISHARES TR
+$1.2M
60,011
-0%
清仓
CSGP
COSTAR GROUP INC
-$1.1M
0
-100%
减持
META
META PLATFORMS INC
-$1.1M
401
-85%
清仓
NFLX
NETFLIX INC
-$1.1M
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$974.5K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$887.0K
0
-100%
增持
PJUN
INNOVATOR ETFS TRUST
+$818.9K
128,085
+18%
清仓
TSN
TYSON FOODS INC
-$801.2K
0
-100%
建仓
WMT
WALMART INC
+$782.9K
11,563
增持
NVDA
NVIDIA CORPORATION
+$626.0K
28,084
+792%
清仓
EA
ELECTRONIC ARTS INC
-$600.1K
0
-100%
增持
HUM
HUMANA INC
+$558.6K
6,723
+19%
减持
IXN
ISHARES TR
+$516.3K
65,377
-0%
建仓
T
AT&T INC
+$510.4K
26,708
增持
URI
UNITED RENTALS INC
-$431.4K
6,198
+1%
减持
PJUL
INNOVATOR ETFS TRUST
-$429.0K
23,076
-34%
增持
PJAN
INNOVATOR ETFS TRUST
+$320.1K
277,614
+0%
清仓
TMUS
T-MOBILE US INC
-$294.3K
0
-100%
增持
PAPR
INNOVATOR ETFS TRUST
+$234.4K
216,125
+0%
建仓
LMT
LOCKHEED MARTIN CORP
+$232.1K
497
建仓
IVE
ISHARES TR
+$227.8K
1,252
建仓
GOOG
ALPHABET INC
+$217.4K
1,185
建仓
AOR
ISHARES TR
+$206.8K
3,672
增持
CNC
CENTENE CORP DEL
+$195.0K
33,390
+30%
增持
IVW
ISHARES TR
+$189.1K
16,979
+4%
减持
AGG
ISHARES TR
-$175.4K
18,248
-8%
增持
MTUM
ISHARES TR
+$169.3K
18,732
+1%
增持
IJR
ISHARES TR
-$157.7K
45,787
+0%
增持
XLB
SELECT SECTOR SPDR TR
-$157.1K
35,369
+0%
增持
AMZN
AMAZON COM INC
+$150.9K
3,402
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$145.1K
13,395
+1%
增持
XLF
SELECT SECTOR SPDR TR
-$140.9K
432,586
+2%
增持
IDU
ISHARES TR
+$139.8K
35,344
+1%
减持
USIG
ISHARES TR
-$119.9K
31,641
-6%
减持
POCT
INNOVATOR ETFS TRUST
-$108.1K
20,753
-14%
增持
IYE
ISHARES TR
+$106.0K
112,732
+5%
增持
IJH
ISHARES TR
-$105.4K
94,366
+2%
减持
EFAV
ISHARES TR
-$97.7K
17,253
-6%
减持
SHW
SHERWIN WILLIAMS CO
-$90.8K
1,849
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$85.8K
1,059
+13%
增持
USMV
ISHARES TR
+$84.3K
103,020
+1%
减持
VOO
VANGUARD INDEX FDS
-$80.7K
696
-22%
减持
GOOGL
ALPHABET INC
+$78.0K
2,618
-1%
减持
LW
LAMB WESTON HLDGS INC
-$74.4K
2,881
-3%
减持
PMAR
INNOVATOR ETFS TRUST
+$59.6K
87,457
-1%
减持
PDEC
INNOVATOR ETFS TRUST
+$54.5K
65,898
-0%
增持
ACWI
ISHARES TR
+$44.9K
4,978
+7%
减持
IUSB
ISHARES TR
-$41.4K
9,253
-8%
增持
COP
CONOCOPHILLIPS
+$40.5K
2,180
+33%
减持
PAUG
INNOVATOR ETFS TRUST
-$31.2K
74,487
-4%
减持
PMAY
INNOVATOR ETFS TRUST
-$29.3K
21,072
-9%
增持
ITOT
ISHARES TR
+$29.2K
2,221
+9%
增持
EEMV
ISHARES INC
+$29.0K
14,298
+3%
减持
IXUS
ISHARES TR
-$27.4K
38,629
-1%
减持
LOAN
MANHATTAN BRDG CAP INC
-$26.3K
135,074
-16%
增持
ACWV
ISHARES INC
+$26.1K
6,258
+5%
减持
EFA
ISHARES TR
-$25.8K
4,318
-5%
增持
LRGF
ISHARES TR
+$24.9K
9,890
+1%
减持
BDEC
INNOVATOR ETFS TRUST
+$24.9K
22,386
-0%
减持
USRT
ISHARES TR
-$16.5K
57,130
-0%
增持
FLOT
ISHARES TR
+$15.5K
13,991
+2%
减持
GOVT
ISHARES TR
-$15.3K
14,765
-4%
减持
BAPR
INNOVATOR ETFS TRUST
-$13.3K
5,376
-9%
减持
IBB
ISHARES TR
-$13.2K
12,156
-1%
增持
V
VISA INC
+$11.3K
951
+11%
减持
FSK
FS KKR CAP CORP
+$9.9K
31,549
-2%
增持
UNP
UNION PAC CORP
+$8.7K
1,333
+12%
增持
IEFA
ISHARES TR
-$4.8K
3,145
+0%
增持
ISTB
ISHARES TR
+$3.3K
26,317
+0%
减持
PSEP
INNOVATOR ETFS TRUST
+$2.3K
129,654
-3%
