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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 35
减持 33
清仓 74
方向
标的
Δ市值
现股数(环比)
增持
XLC
SELECT SECTOR SPDR TR
+$24.8M
394,668
+95%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$16.5M
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$15.2M
193,206
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。
-32%
清仓
SNOW
SNOWFLAKE INC
-$8.2M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$7.8M
265,523
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$4.9M
298,594
+7%
减持
CPNG
COUPANG INC
-$4.2M
132,854
-53%
减持
MELI
MERCADOLIBRE INC
-$4.0M
1,814
-42%
增持
ORCL
ORACLE CORP
+$3.9M
17,195
+300%
减持
—
ROYAL CARIBBEAN GROUP
-$3.7M
18,471
-40%
减持
CVNA
CARVANA CO
-$3.6M
10,922
-52%
建仓
UI
UBIQUITI INC
+$3.4M
5,192
减持
CTAS
CINTAS CORP
-$3.3M
21,489
-38%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.0M
62,095
+1%
减持
GE
GE AEROSPACE
-$2.9M
7,700
-62%
清仓
ABT
ABBOTT LABS
-$2.9M
0
-100%
清仓
MSTR
MICROSTRATEGY INC
-$2.8M
0
-100%
增持
GOOG
ALPHABET INC
+$2.8M
12,313
+940%
减持
IVV
ISHARES TR
+$2.8M
57,744
-0%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$2.7M
21,100
+87%
增持
—
CHECK POINT SOFTWARE TECH LT
+$2.7M
13,114
+1311300%
增持
EA
ELECTRONIC ARTS INC
+$2.5M
12,441
+621950%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.4M
7,928
+56529%
增持
NFLX
NETFLIX INC
+$2.4M
4,623
+96%
增持
XLF
SELECT SECTOR SPDR TR
+$2.3M
447,938
+8%
增持
CAT
CATERPILLAR INC
+$2.3M
4,968
+3449%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.3M
7,427
+98%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.2M
22,164
+1268%
建仓
ROK
ROCKWELL AUTOMATION INC
+$2.2M
6,402
增持
FAST
FASTENAL CO
+$2.2M
54,390
+414%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.2M
3,667
+5065%
建仓
—
VIKING HOLDINGS LTD
+$2.2M
35,076
建仓
RDDT
REDDIT INC
+$2.2M
9,428
增持
EBAY
EBAY INC.
+$2.0M
22,269
+13077%
清仓
AAPL
APPLE INC
-$2.0M
0
-100%
建仓
MTCH
MATCH GROUP INC NEW
+$2.0M
55,551
增持
NVDA
NVIDIA CORPORATION
+$1.9M
60,109
+2%
增持
PSEP
INNOVATOR ETFS TRUST
+$1.8M
132,987
+39%
建仓
Z
ZILLOW GROUP INC
+$1.8M
22,810
减持
AXON
AXON ENTERPRISE INC
-$1.6M
5,937
-16%
减持
EME
EMCOR GROUP INC
-$1.4M
6,738
-38%
减持
GEV
GE VERNOVA INC
-$1.4M
7,217
-34%
减持
HEI
HEICO CORP NEW
-$1.4M
13,098
-23%
减持
RBLX
ROBLOX CORP
+$1.3M
73,118
-13%
增持
SCHW
SCHWAB CHARLES CORP
+$1.1M
13,983
+492%
增持
BX
BLACKSTONE INC
+$1.1M
7,523
+562%
减持
AVGO
BROADCOM INC
+$1.1M
44,879
-10%
减持
URI
UNITED RENTALS INC
+$1.1M
5,912
-2%
增持
ABBV
ABBVIE INC
+$1.0M
22,653
+0%
建仓
KKR
KKR & CO INC
+$1.0M
7,759
增持
PAUG
INNOVATOR ETFS TRUST
+$997.4K
84,935
+32%
增持
MCO
MOODYS CORP
+$972.7K
2,054
+17017%
建仓
NDAQ
NASDAQ INC
+$957.4K
10,824
清仓
AMZN
AMAZON COM INC
-$880.9K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$765.2K
3,901
-23%
减持
IXN
ISHARES TR
+$699.3K
64,499
-0%
增持
PJUL
INNOVATOR ETFS TRUST
+$691.4K
45,354
+44%
减持
AMP
AMERIPRISE FINL INC
-$671.9K
5,163
-14%
减持
META
META PLATFORMS INC
-$605.6K
3,487
-19%
减持
MA
MASTERCARD INCORPORATED
-$508.0K
3,765
-20%
减持
PJAN
INNOVATOR ETFS TRUST
+$467.3K
268,965
-0%
清仓
ED
CONSOLIDATED EDISON INC
-$425.3K
0
-100%
减持
IJR
ISHARES TR
+$422.3K
45,160
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$408.6K
8,424
+0%
减持
V
VISA INC
-$396.2K
6,986
-11%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$392.6K
36,330
-30%
清仓
AXP
AMERICAN EXPRESS CO
-$300.2K
0
-100%
减持
MTUM
ISHARES TR
+$296.1K
18,445
-0%
减持
IJH
ISHARES TR
+$280.7K
93,902
-0%
增持
IVW
ISHARES TR
+$233.7K
17,328
+3%
清仓
HUBS
HUBSPOT INC
-$218.2K
0
-100%
减持
MSFT
MICROSOFT CORP
-$214.8K
11,300
-7%
增持
IXUS
ISHARES TR
+$211.0K
37,894
+0%
清仓
APRJ
INNOVATOR ETFS TRUST
-$197.0K
0
-100%
减持
PAPR
INNOVATOR ETFS TRUST
+$194.8K
209,698
-0%
减持
IBB
ISHARES TR
+$188.4K
11,871
-2%
清仓
CAG
CONAGRA BRANDS INC
-$186.7K
0
-100%
清仓
IGIB
ISHARES TR
-$183.4K
0
-100%
清仓
—
EATON CORP PLC
-$183.1K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$181.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$180.5K
3,614
-9%
减持
PJUN
INNOVATOR ETFS TRUST
+$175.9K
127,397
-0%
清仓
KO
COCA COLA CO
-$173.8K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$173.2K
0
-100%
减持
PDEC
INNOVATOR ETFS TRUST
+$172.5K
199,025
-3%
清仓
MCD
MCDONALDS CORP
-$172.4K
0
-100%
减持
FSK
FS KKR CAP CORP
-$169.5K
27,070
-2%
增持
USMV
ISHARES TR
+$168.2K
103,318
+0%
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$168.1K
0
-100%
清仓
MSCI
MSCI INC
-$166.7K
0
-100%
清仓
HRL
HORMEL FOODS CORP
-$166.6K
0
-100%
清仓
LQD
ISHARES TR
-$165.7K
0
-100%
清仓
ONEV
SPDR SERIES TRUST
-$165.2K
0
-100%
清仓
PEP
PEPSICO INC
-$160.4K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$155.1K
0
-100%
清仓
ESGD
ISHARES TR
-$153.2K
0
-100%
清仓
LW
LAMB WESTON HLDGS INC
-$149.4K
0
-100%
清仓
IYR
ISHARES TR
-$148.5K
0
-100%
清仓
WSO
WATSCO INC
-$145.3K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$135.3K
0
-100%
清仓
BJUN
INNOVATOR ETFS TRUST
-$134.6K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$133.9K
0
-100%
清仓
HYG
ISHARES TR
-$132.2K
0
-100%
清仓
MCK
MCKESSON CORP
-$131.9K
0
-100%
清仓
BAUG
INNOVATOR ETFS TRUST
-$131.0K
0
-100%
清仓
KOCT
INNOVATOR ETFS TRUST
-$125.4K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$124.7K
26,669
+1%
清仓
CTVA
CORTEVA INC
-$119.6K
0
-100%
清仓
AAON
AAON INC
-$116.5K
0
-100%
清仓
BUFB
INNOVATOR ETFS TRUST
-$115.1K
0
-100%
清仓
QFLR
INNOVATOR ETFS TRUST
-$114.4K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$111.5K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$110.9K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$110.8K
0
-100%
清仓
—
EXXON MOBIL CORP
-$107.9K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$107.5K
0
-100%
清仓
SCHC
SCHWAB STRATEGIC TR
-$107.1K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$106.5K
0
-100%
清仓
BNOV
INNOVATOR ETFS TRUST
-$106.1K
0
-100%
清仓
KAPR
INNOVATOR ETFS TRUST
-$104.2K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$103.9K
0
-100%
增持
TSLA
TESLA INC
+$102.3K
678
+8%
清仓
JNJ
JOHNSON & JOHNSON
-$101.3K
0
-100%
清仓
APRH
INNOVATOR ETFS TRUST
-$100.7K
0
-100%
清仓
IJT
ISHARES TR
-$100.3K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$100.0K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$98.6K
0
-100%
清仓
IEMG
ISHARES INC
-$95.6K
0
-100%
清仓
CSCO
CISCO SYS INC
-$94.1K
0
-100%
清仓
MDYV
SPDR SERIES TRUST
-$94.0K
0
-100%
清仓
LLY
ELI LILLY & CO
-$93.5K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$93.0K
0
-100%
清仓
DLS
WISDOMTREE TR
-$92.0K
0
-100%
清仓
USB
US BANCORP DEL
-$89.6K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$87.0K
0
-100%
清仓
C
CITIGROUP INC
-$86.7K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$85.8K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$84.5K
0
-100%
清仓
MRK
MERCK & CO INC
-$83.8K
0
-100%
增持
POCT
INNOVATOR ETFS TRUST
+$82.5K
43,537
+0%
清仓
IEF
ISHARES TR
-$81.8K
0
-100%
增持
ACWI
ISHARES TR
+$79.8K
5,716
+3%
清仓
EFV
ISHARES TR
-$79.0K
0
-100%
清仓
AMGN
AMGEN INC
-$76.8K
0
-100%
清仓
TECB
ISHARES TR
-$76.7K
0
-100%
清仓
ITA
ISHARES TR
-$75.5K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$74.7K
0
-100%
清仓
DE
DEERE & CO
-$74.2K
0
-100%
清仓
ESGE
ISHARES INC
-$73.6K
0
-100%
增持
ACWV
ISHARES INC
+$70.2K
7,315
+7%
