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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 55
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
XLY
SELECT SECTOR SPDR TR
+$45.5M
282,911
+250%
增持
XLI
SELECT SECTOR SPDR TR
+$40.5M
278,857
+5639%
减持
XLF
SELECT SECTOR SPDR TR
-$26.8M
416,277
-57%
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
XLC
SELECT SECTOR SPDR TR
+$21.0M
201,883
+2134%
减持
XLV
SELECT SECTOR SPDR TR
-$16.9M
211
-100%
减持
IWS
ISHARES TR
-$16.1M
9
-100%
减持
IWP
ISHARES TR
-$15.8M
150
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$9.7M
30,839
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.1M
33,948
+144%
建仓
RBLX
ROBLOX CORP
+$8.8M
83,792
建仓
CPNG
COUPANG INC
+$8.5M
283,435
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$8.4M
61,290
建仓
SNOW
SNOWFLAKE INC
+$8.2M
36,641
增持
MELI
MERCADOLIBRE INC
+$8.2M
3,138
+104500%
建仓
CVNA
CARVANA CO
+$7.7M
22,892
减持
MRVL
MARVELL TECHNOLOGY INC
-$7.4M
104
-100%
减持
MSFT
MICROSOFT CORP
-$7.4M
12,199
-66%
增持
CTAS
CINTAS CORP
+$6.3M
34,769
+402%
减持
MCO
MOODYS CORP
-$6.0M
12
-100%
减持
MSCI
MSCI INC
-$5.9M
289
-97%
建仓
AXON
AXON ENTERPRISE INC
+$5.8M
7,049
增持
GEV
GE VERNOVA INC
+$5.8M
11,006
+52310%
建仓
EME
EMCOR GROUP INC
+$5.8M
10,829
减持
AJG
GALLAGHER ARTHUR J & CO
-$5.7M
12
-100%
建仓
HEI
HEICO CORP NEW
+$5.6M
17,115
增持
GE
GE AEROSPACE
+$5.2M
20,151
+16417%
减持
XLK
SELECT SECTOR SPDR TR
-$5.0M
264,908
-24%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$4.8M
0
-100%
增持
IVV
ISHARES TR
+$3.6M
57,796
+0%
增持
NFLX
NETFLIX INC
+$3.0M
2,359
+1687%
建仓
—
SPOTIFY TECHNOLOGY S A
+$2.9M
3,744
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$2.9M
52,202
+26398%
增持
META
META PLATFORMS INC
+$2.9M
4,290
+702%
建仓
MSTR
MICROSTRATEGY INC
+$2.8M
7,024
减持
AVGO
BROADCOM INC
+$2.7M
49,674
-24%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$2.7M
11,265
增持
MA
MASTERCARD INCORPORATED
+$2.6M
4,715
+2505%
减持
HCA
HCA HEALTHCARE INC
-$2.5M
3
-100%
增持
V
VISA INC
+$2.5M
7,833
+749%
减持
MCK
MCKESSON CORP
-$2.4M
180
-95%
减持
ORCL
ORACLE CORP
-$2.3M
4,298
-82%
减持
HUM
HUMANA INC
-$2.3M
3
-100%
减持
CPRT
COPART INC
-$2.0M
8
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$2.0M
2,363
-92%
减持
DHI
D R HORTON INC
-$1.9M
37
-100%
减持
LEN
LENNAR CORP
-$1.8M
2
-100%
清仓
—
AON PLC
-$1.8M
0
-100%
减持
CAH
CARDINAL HEALTH INC
-$1.3M
299
-97%
减持
GWW
GRAINGER W W INC
-$1.2M
413
-75%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.2M
2
-100%
增持
PFEB
INNOVATOR ETFS TRUST
+$1.1M
53,542
+107%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.1M
2
-100%
增持
PJUN
INNOVATOR ETFS TRUST
+$1.1M
127,427
+18%
减持
IXN
ISHARES TR
+$1.1M
64,519
-0%
减持
SPGI
S&P GLOBAL INC
-$1.0M
5,052
-30%
减持
AMP
AMERIPRISE FINL INC
-$863.8K
6,011
-29%
减持
URI
UNITED RENTALS INC
+$708.2K
6,025
-1%
减持
MTUM
ISHARES TR
+$693.1K
18,451
-0%
减持
PJAN
INNOVATOR ETFS TRUST
+$692.1K
269,012
-0%
减持
PHM
PULTE GROUP INC
-$622.1K
146
-98%
增持
PDEC
INNOVATOR ETFS TRUST
+$609.1K
204,711
+2%
清仓
ROST
ROSS STORES INC
-$577.3K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$564.7K
8,422
+2%
增持
ABBV
ABBVIE INC
-$519.6K
22,635
+0%
增持
PJUL
INNOVATOR ETFS TRUST
+$502.6K
31,396
+44%
增持
POCT
INNOVATOR ETFS TRUST
+$431.2K
43,437
+24%
增持
IVW
ISHARES TR
+$348.1K
16,877
+4%
减持
IJH
ISHARES TR
+$318.9K
94,282
-1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$315.4K
17,609
-3%
减持
PAPR
INNOVATOR ETFS TRUST
+$287.6K
210,492
-1%
减持
IXUS
ISHARES TR
+$276.2K
37,748
-0%
减持
PNOV
INNOVATOR ETFS TRUST
+$223.9K
98,545
-0%
增持
AMZN
AMAZON COM INC
+$216.3K
4,015
+15%
减持
PSEP
INNOVATOR ETFS TRUST
+$206.5K
95,803
-1%
清仓
—
INNOVATOR ETFS TRUST
-$200.8K
0
-100%
减持
IJR
ISHARES TR
+$191.0K
45,238
-1%
减持
HRL
HORMEL FOODS CORP
-$181.1K
5,507
-51%
减持
PAUG
INNOVATOR ETFS TRUST
+$170.4K
64,504
-0%
增持
AOA
ISHARES TR
+$104.0K
4,378
+28%
减持
EFAV
ISHARES TR
+$100.7K
17,040
-0%
清仓
ZNOV
INNOVATOR ETFS TRUST
-$100.2K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$100.0K
227
增持
QQQ
INVESCO QQQ TR
+$98.7K
201
+673%
减持
AOCT
INNOVATOR ETFS TRUST
-$98.0K
2,500
-62%
减持
GLD
SPDR GOLD TR
-$90.8K
121
-73%
增持
ACWI
ISHARES TR
+$86.4K
5,524
+3%
清仓
LOAN
MANHATTAN BRDG CAP INC
-$82.9K
0
-100%
增持
—
EATON CORP PLC
+$82.3K
513
+38%
增持
TSLA
TESLA INC
+$80.7K
627
+37%
减持
BUFF
INNOVATOR ETFS TRUST
-$72.6K
8,396
-21%
增持
LRGF
ISHARES TR
+$68.6K
10,240
+0%
减持
NVDA
NVIDIA CORPORATION
+$64.2K
59,086
-31%
增持
AXP
AMERICAN EXPRESS CO
+$63.7K
941
+7%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$55.9K
133
增持
EEMV
ISHARES INC
+$54.7K
10,419
+1%
增持
AAPL
APPLE INC
-$53.7K
9,799
+5%
减持
HD
HOME DEPOT INC
-$51.5K
976
-13%
减持
IYK
ISHARES TR
-$48.6K
7,545
-7%
增持
HON
HONEYWELL INTL INC
+$41.9K
781
+18%
减持
MRSH
MARSH & MCLENNAN COS INC
-$41.8K
1,613
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$40.8K
1,057
-2%
增持
ISTB
ISHARES TR
+$40.5K
27,643
+2%
增持
SYK
STRYKER CORPORATION
+$37.9K
602
+12%
建仓
INTU
INTUIT
+$37.0K
47
建仓
IWN
ISHARES TR
+$36.8K
233
增持
WMT
WALMART INC
+$36.8K
3,556
+0%
增持
FISV
FISERV INC
+$36.4K
343
+233%
增持
IVE
ISHARES TR
+$36.2K
1,993
+7%
增持
ACWV
ISHARES INC
+$36.0K
6,806
+2%
减持
TGT
TARGET CORP
-$35.3K
9
-97%
建仓
ISRG
INTUITIVE SURGICAL INC
+$34.8K
64
减持
AGG
ISHARES TR
-$34.5K
17,193
-2%
减持
MO
ALTRIA GROUP INC
-$34.0K
159
-78%
增持
AOR
ISHARES TR
+$33.5K
4,613
+6%
减持
VOO
VANGUARD INDEX FDS
+$33.1K
688
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$32.9K
161
增持
CRM
SALESFORCE INC
+$32.7K
180
+195%
增持
PM
PHILIP MORRIS INTL INC
+$30.8K
304
+96%
减持
FSK
FS KKR CAP CORP
-$29.5K
27,645
-4%
减持
IBB
ISHARES TR
-$29.3K
12,058
-1%
减持
ZTS
ZOETIS INC
-$28.3K
344
-31%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$28.1K
124
建仓
LPLA
LPL FINL HLDGS INC
+$27.7K
74
建仓
—
ASML HOLDING N V
+$27.2K
34
建仓
SNPS
SYNOPSYS INC
+$27.2K
53
增持
COP
CONOCOPHILLIPS
-$26.5K
2,204
+3%
增持
BLK
BLACKROCK INC
+$26.4K
220
+2%
增持
WDAY
WORKDAY INC
+$26.2K
145
+292%
建仓
UBER
UBER TECHNOLOGIES INC
+$26.0K
279
建仓
WRB
BERKLEY W R CORP
+$25.3K
344
建仓
BSY
BENTLEY SYS INC
+$25.3K
468
增持
FAST
FASTENAL CO
+$25.1K
10,588
+96%
增持
IEFA
ISHARES TR
+$24.7K
3,139
+0%
建仓
EQIX
EQUINIX INC
+$24.7K
31
增持
IJJ
ISHARES TR
+$24.6K
2,050
+7%
减持
COST
COSTCO WHSL CORP NEW
-$24.4K
175
-16%
增持
—
LINDE PLC
+$23.5K
69
+263%
增持
LLY
ELI LILLY & CO
+$23.3K
120
+41%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$23.3K
97
+31%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$23.2K
609
+138%
增持
WFC
WELLS FARGO CO NEW
+$22.9K
1,392
+13%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$22.9K
148
建仓
UPRO
PROSHARES TR
+$22.9K
250
增持
—
ACCENTURE PLC IRELAND
+$22.4K
97
+362%
建仓
NLR
VANECK ETF TRUST
+$22.2K
200
建仓
—
ALLEGION PLC
+$21.9K
152
建仓
ROL
ROLLINS INC
+$21.9K
388
增持
UNP
UNION PAC CORP
+$21.1K
1,450
+10%
建仓
ABNB
AIRBNB INC
+$21.0K
159
建仓
EFX
EQUIFAX INC
+$20.2K
78
