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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 129 项
建仓 24
增持 36
减持 43
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
XLF
SELECT SECTOR SPDR TR
-$22.5M
28,911
-94%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$20.4M
199,922
建仓
XLV
SELECT SECTOR SPDR TR
+$16.6M
107,545
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。
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$16.2M
32,188
建仓
FIDU
FIDELITY COVINGTON TRUST
+$15.9M
192,749
建仓
FCOM
FIDELITY COVINGTON TRUST
+$14.7M
200,355
建仓
FTEC
FIDELITY COVINGTON TRUST
+$11.6M
51,511
减持
RBLX
ROBLOX CORP
-$7.8M
29,303
-60%
增持
XLY
SELECT SECTOR SPDR TR
+$6.8M
444,472
+130%
清仓
—
ROYAL CARIBBEAN GROUP
-$6.0M
0
-100%
减持
NFLX
NETFLIX INC
-$5.3M
2,384
-48%
清仓
—
SPOTIFY TECHNOLOGY S A
-$5.2M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$4.5M
488,352
+84%
清仓
GEV
GE VERNOVA INC
-$4.4M
0
-100%
清仓
CTAS
CINTAS CORP
-$4.4M
0
-100%
清仓
CPNG
COUPANG INC
-$4.3M
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$4.3M
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$4.2M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$4.1M
38,076
-37%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$4.0M
54,511
减持
ORCL
ORACLE CORP
-$3.9M
4,740
-72%
建仓
ECHO
ECHOSTAR CORP
+$3.6M
33,052
增持
—
VIKING HOLDINGS LTD
+$3.6M
80,545
+130%
清仓
UI
UBIQUITI INC
-$3.4M
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$3.1M
17,743
建仓
AAPL
APPLE INC
+$2.9M
10,810
建仓
DLTR
DOLLAR TREE INC
+$2.8M
22,661
建仓
TKO
TKO GROUP HOLDINGS INC
+$2.8M
13,234
清仓
—
CHECK POINT SOFTWARE TECH LT
-$2.7M
0
-100%
建仓
ABT
ABBOTT LABS
+$2.6M
21,015
增持
RDDT
REDDIT INC
+$2.6M
20,629
+119%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.6M
11,302
-46%
清仓
EA
ELECTRONIC ARTS INC
-$2.5M
0
-100%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$2.5M
0
-100%
增持
TSLA
TESLA INC
+$2.5M
6,208
+816%
减持
EME
EMCOR GROUP INC
-$2.5M
3,122
-54%
增持
PDEC
INNOVATOR ETFS TRUST
+$2.4M
248,755
+25%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$2.4M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$2.4M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.4M
50,355
-19%
增持
GOOG
ALPHABET INC
+$2.3M
16,986
+38%
清仓
GE
GE AEROSPACE
-$2.3M
0
-100%
减持
HEI
HEICO CORP NEW
-$2.3M
5,982
-54%
建仓
PHM
PULTE GROUP INC
+$2.3M
19,542
建仓
LLY
ELI LILLY & CO
+$2.3M
2,130
建仓
AME
AMETEK INC
+$2.3M
11,011
清仓
NOC
NORTHROP GRUMMAN CORP
-$2.2M
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$2.2M
699
-86%
减持
FAST
FASTENAL CO
-$2.2M
11,838
-78%
建仓
NTRA
NATERA INC
+$2.2M
9,496
建仓
HCA
HCA HEALTHCARE INC
+$2.2M
4,615
清仓
MA
MASTERCARD INCORPORATED
-$2.1M
0
-100%
减持
V
VISA INC
-$2.0M
988
-86%
增持
ROK
ROCKWELL AUTOMATION INC
+$2.0M
10,985
+72%
清仓
EBAY
EBAY INC.
-$2.0M
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$2.0M
0
-100%
减持
META
META PLATFORMS INC
-$2.0M
916
-74%
清仓
SPGI
S&P GLOBAL INC
-$1.9M
0
-100%
清仓
Z
ZILLOW GROUP INC
-$1.8M
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$1.7M
0
-100%
增持
PNOV
INNOVATOR ETFS TRUST
+$1.7M
135,200
+41%
增持
CAT
CATERPILLAR INC
+$1.7M
7,101
+43%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$1.6M
0
-100%
增持
PJAN
INNOVATOR ETFS TRUST
+$1.4M
292,617
+9%
增持
XLC
SELECT SECTOR SPDR TR
+$1.2M
407,451
+3%
减持
SCHW
SCHWAB CHARLES CORP
-$1.1M
2,496
-82%
减持
BX
BLACKSTONE INC
-$1.1M
1,310
-83%
清仓
KKR
KKR & CO INC
-$1.0M
0
-100%
清仓
MCO
MOODYS CORP
-$978.7K
0
-100%
清仓
NDAQ
NASDAQ INC
-$957.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$932.2K
10,175
-10%
减持
URI
UNITED RENTALS INC
-$915.1K
5,843
-1%
减持
CVNA
CARVANA CO
-$898.5K
7,634
-30%
建仓
AMZN
AMAZON COM INC
+$754.1K
3,267
增持
AVGO
BROADCOM INC
+$744.7K
44,931
+0%
减持
IVV
ISHARES TR
+$528.3K
57,197
-1%
增持
PJUL
INNOVATOR ETFS TRUST
+$501.0K
55,334
+22%
减持
PJUN
INNOVATOR ETFS TRUST
-$410.9K
115,365
-9%
建仓
AXP
AMERICAN EXPRESS CO
+$373.3K
1,009
建仓
BALT
INNOVATOR ETFS TRUST
+$340.3K
10,155
建仓
—
EATON CORP PLC
+$306.1K
961
增持
IVW
ISHARES TR
+$269.3K
19,156
+11%
建仓
ITDD
ISHARES TR
+$249.4K
7,084
减持
IBB
ISHARES TR
+$247.6K
11,622
-2%
减持
GOOGL
ALPHABET INC
+$235.1K
3,558
-2%
清仓
ITOT
ISHARES TR
-$223.1K
0
-100%
建仓
HYG
ISHARES TR
+$206.5K
2,561
减持
PAPR
INNOVATOR ETFS TRUST
+$145.7K
209,348
-0%
增持
IVE
ISHARES TR
+$135.6K
2,755
+27%
增持
POCT
INNOVATOR ETFS TRUST
+$125.6K
45,585
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$121.2K
8,407
-0%
减持
XLI
SELECT SECTOR SPDR TR
+$111.6K
297,600
-0%
增持
EMB
ISHARES TR
+$107.6K
4,027
+37%
减持
PSEP
INNOVATOR ETFS TRUST
-$103.7K
128,278
-4%
增持
LRGF
ISHARES TR
+$97.0K
11,669
+13%
减持
PMAR
INNOVATOR ETFS TRUST
+$92.7K
104,093
-0%
增持
EFAV
ISHARES TR
+$92.0K
17,909
+5%
减持
BSEP
INNOVATOR ETFS TRUST
-$90.6K
10,302
-17%
增持
MTUM
ISHARES TR
-$84.7K
18,559
+1%
减持
IXN
ISHARES TR
+$83.8K
64,198
-0%
增持
IXUS
ISHARES TR
+$83.5K
37,958
+0%
减持
FSK
FS KKR CAP CORP
-$78.8K
21,969
-19%
增持
WMT
WALMART INC
+$75.6K
4,007
+11%
减持
IUSB
ISHARES TR
-$67.6K
6,105
-19%
减持
PAUG
INNOVATOR ETFS TRUST
+$65.2K
84,911
-0%
减持
GOVT
ISHARES TR
-$63.0K
10,620
-20%
增持
ACWV
ISHARES INC
+$58.2K
7,877
+8%
减持
FLOT
ISHARES TR
-$56.7K
13,970
-7%
增持
ABBV
ABBVIE INC
-$54.5K
22,717
+0%
减持
AOA
ISHARES TR
-$54.3K
3,989
-15%
增持
AGG
ISHARES TR
+$49.0K
17,976
+3%
增持
T
AT&T INC
-$48.6K
14,305
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$46.3K
1,927
-1%
增持
EEMV
ISHARES INC
+$41.1K
11,165
+6%
减持
IJR
ISHARES TR
+$41.0K
44,994
-0%
增持
IJJ
ISHARES TR
+$40.9K
2,493
+13%
增持
ACWI
ISHARES TR
+$38.7K
5,858
+2%
增持
ISTB
ISHARES TR
+$35.8K
28,990
+3%
减持
VV
VANGUARD INDEX FDS
-$30.8K
757
-13%
增持
USIG
ISHARES TR
+$30.5K
30,776
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$30.1K
568
+16%
减持
IJH
ISHARES TR
+$28.5K
93,281
-1%
增持
USMV
ISHARES TR
-$21.4K
104,166
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$18.9K
1,155
+3%
增持
MRSH
MARSH & MCLENNAN COS INC
-$17.6K
1,679
+3%
减持
VOO
VANGUARD INDEX FDS
-$10.5K
656
-5%
减持
AOR
ISHARES TR
-$9.3K
4,702
-4%
减持
IEFA
ISHARES TR
+$4.0K
3,330
-1%
减持
BAPR
INNOVATOR ETFS TRUST
+$2.9K
5,293
-1%
