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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 127 项
建仓 30
增持 37
减持 36
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$22.2M
39,703
+3649%
清仓
IAU
ISHARES GOLD TR
-$13.6M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$13.4M
687,907
+59%
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。
清仓
GLD
SPDR GOLD TR
-$7.6M
0
-100%
建仓
AMP
AMERIPRISE FINL INC
+$6.9M
14,639
建仓
CME
CME GROUP INC
+$6.5M
29,580
建仓
MSCI
MSCI INC
+$6.4M
11,050
建仓
MRSH
MARSH & MCLENNAN COS INC
+$6.1M
27,180
清仓
IYE
ISHARES TR
-$5.4M
0
-100%
清仓
IWS
ISHARES TR
-$5.3M
0
-100%
减持
IYH
ISHARES TR
-$5.2M
274,733
-27%
增持
PAUG
INNOVATOR ETFS TRUST
+$5.2M
208,321
+180%
减持
XLI
SELECT SECTOR SPDR TR
-$4.5M
108,748
-31%
增持
IYK
ISHARES TR
+$4.5M
180,603
+44%
增持
XLC
SELECT SECTOR SPDR TR
+$4.4M
191,881
+27%
增持
XLY
SELECT SECTOR SPDR TR
+$4.3M
122,256
+10%
建仓
HUBS
HUBSPOT INC
+$4.2M
7,876
清仓
TEAM
ATLASSIAN CORPORATION
-$3.9M
0
-100%
建仓
INTU
INTUIT
+$3.8M
6,055
建仓
APO
APOLLO GLOBAL MGMT INC
+$3.6M
28,699
增持
MSFT
MICROSOFT CORP
+$3.3M
41,373
+27%
减持
AAPL
APPLE INC
-$3.2M
8,410
-65%
清仓
XLB
SELECT SECTOR SPDR TR
-$3.1M
0
-100%
清仓
IDU
ISHARES TR
-$3.1M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$3.1M
0
-100%
清仓
USRT
ISHARES TR
-$3.1M
0
-100%
建仓
MCO
MOODYS CORP
+$3.0M
6,374
清仓
LUV
SOUTHWEST AIRLS CO
-$2.9M
0
-100%
清仓
MDYV
SPDR SER TR
-$2.8M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$2.8M
0
-100%
增持
ORCL
ORACLE CORP
+$2.7M
84,043
+2%
清仓
MCK
MCKESSON CORP
-$2.6M
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$2.6M
0
-100%
增持
AVGO
BROADCOM INC
+$2.6M
89,865
+1014%
清仓
HUM
HUMANA INC
-$2.5M
0
-100%
增持
FAST
FASTENAL CO
+$2.5M
55,120
+142%
清仓
TDG
TRANSDIGM GROUP INC
-$2.4M
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$2.4M
0
-100%
建仓
LEN
LENNAR CORP
+$2.4M
12,610
增持
ON
ON SEMICONDUCTOR CORP
+$2.2M
160,673
+17%
清仓
CNC
CENTENE CORP DEL
-$2.2M
0
-100%
增持
GWW
GRAINGER W W INC
+$1.9M
3,913
+63%
减持
PDEC
INNOVATOR ETFS TRUST
-$1.9M
15,856
-76%
增持
IVV
ISHARES TR
+$1.8M
60,016
+0%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$1.7M
31,865
建仓
CLX
CLOROX CO DEL
+$1.7M
10,184
建仓
BF/B
BROWN FORMAN CORP
+$1.6M
33,042
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.6M
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$1.6M
18,919
增持
ROST
ROSS STORES INC
+$1.5M
23,628
+67%
清仓
ROK
ROCKWELL AUTOMATION INC
-$1.4M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.4M
11,439
+337%
建仓
CMCSA
COMCAST CORP NEW
+$1.3M
31,799
清仓
WSO
WATSCO INC
-$1.3M
0
-100%
建仓
NFLX
NETFLIX INC
+$1.2M
1,650
建仓
NWS
NEWS CORP NEW
+$1.1M
40,959
减持
PSEP
INNOVATOR ETFS TRUST
-$1.1M
97,350
-25%
减持
PNOV
INNOVATOR ETFS TRUST
-$1.1M
77,729
-29%
减持
URI
UNITED RENTALS INC
+$1.0M
6,188
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$943.5K
13,889
+4%
建仓
EL
LAUDER ESTEE COS INC
+$834.1K
8,367
减持
NVDA
NVIDIA CORPORATION
-$790.8K
22,058
-21%
增持
USMV
ISHARES TR
+$778.7K
103,257
+0%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$746.1K
0
-100%
建仓
TSN
TYSON FOODS INC
+$692.2K
11,622
建仓
PINS
PINTEREST INC
+$604.4K
18,672
建仓
OMC
OMNICOM GROUP INC
+$585.2K
5,660
增持
ABBV
ABBVIE INC
+$561.9K
21,131
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$554.2K
317,638
-1%
建仓
CSGP
COSTAR GROUP INC
+$554.1K
7,345
增持
WMT
WALMART INC
+$501.6K
15,907
+38%
增持
CTAS
CINTAS CORP
+$454.0K
11,433
+321%
减持
IJR
ISHARES TR
+$448.9K
45,594
-0%
增持
IJH
ISHARES TR
+$380.7K
94,723
+0%
清仓
BNOV
INNOVATOR ETFS TRUST
-$369.0K
0
-100%
减持
BSEP
INNOVATOR ETFS TRUST
-$333.4K
12,383
-41%
建仓
SCHV
SCHWAB STRATEGIC TR
+$253.8K
3,158
清仓
LW
LAMB WESTON HLDGS INC
-$242.2K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$238.4K
879
减持
PAPR
INNOVATOR ETFS TRUST
+$229.8K
214,822
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$223.3K
1,917
+2%
建仓
JPM
JPMORGAN CHASE & CO.
+$218.3K
1,035
建仓
AOA
ISHARES TR
+$217.7K
2,759
建仓
SCHF
SCHWAB STRATEGIC TR
+$208.7K
5,075
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$207.8K
4,065
建仓
EMB
ISHARES TR
+$207.0K
2,213
建仓
DFUV
DIMENSIONAL ETF TRUST
+$202.8K
4,865
减持
T
AT&T INC
-$196.4K
14,270
-47%
减持
PJAN
INNOVATOR ETFS TRUST
+$188.3K
274,847
-1%
减持
BDEC
INNOVATOR ETFS TRUST
-$168.5K
17,868
-20%
减持
IXUS
ISHARES TR
+$166.4K
38,223
-1%
减持
PJUN
INNOVATOR ETFS TRUST
+$159.6K
128,050
-0%
减持
EFAV
ISHARES TR
+$120.8K
17,175
-0%
增持
META
META PLATFORMS INC
+$104.1K
535
+33%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$101.6K
18,051
增持
IVW
ISHARES TR
+$96.2K
17,420
+3%
减持
PMAR
INNOVATOR ETFS TRUST
+$89.9K
86,783
-1%
增持
EEMV
ISHARES INC
+$87.4K
14,437
+1%
减持
AGG
ISHARES TR
+$76.5K
18,246
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$73.7K
4,455
-32%
增持
HD
HOME DEPOT INC
+$68.8K
1,117
+0%
减持
USIG
ISHARES TR
+$64.1K
31,433
-1%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$60.4K
18,051
-1%
减持
ACWV
ISHARES INC
+$55.5K
6,202
-1%
增持
ACWI
ISHARES TR
+$54.9K
5,139
+3%
增持
ISTB
ISHARES TR
+$50.0K
26,635
+1%
减持
POCT
INNOVATOR ETFS TRUST
-$47.6K
19,180
-8%
增持
IVE
ISHARES TR
+$43.7K
1,378
+10%
增持
PJUL
INNOVATOR ETFS TRUST
+$37.9K
23,083
+0%
增持
LRGF
ISHARES TR
+$31.5K
9,907
+0%
减持
BJAN
INNOVATOR ETFS TRUST
+$31.3K
38,699
-1%
增持
EFA
ISHARES TR
+$29.9K
4,401
+2%
减持
LOAN
MANHATTAN BRDG CAP INC
-$29.5K
105,585
-22%
减持
ITOT
ISHARES TR
-$28.4K
1,874
-16%
增持
AOR
ISHARES TR
+$28.2K
3,967
+8%
减持
UNP
UNION PAC CORP
+$24.5K
1,323
-1%
增持
AMZN
AMAZON COM INC
+$22.1K
3,647
+7%
增持
ESGU
ISHARES TR
+$21.8K
2,224
+3%
减持
IEFA
ISHARES TR
+$16.2K
3,135
-0%
减持
FSK
FS KKR CAP CORP
-$15.7K
30,754
-3%
增持
GOVT
ISHARES TR
+$13.2K
14,772
+0%
减持
IUSB
ISHARES TR
+$12.6K
9,148
-1%
减持
BAPR
INNOVATOR ETFS TRUST
+$9.1K
5,352
-0%
减持
FLOT
ISHARES TR
-$7.3K
13,862
-1%
减持
V
VISA INC
+$3.6K
921
-3%
增持
GOOG
ALPHABET INC
-$1.7K
1,290
+9%
减持
WERN
WERNER ENTERPRISES INC
+$55
10,016
-7%
