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Naviter Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Naviter Wealth, LLC
报告期 2026-03-31 · CIK 0001855567
持仓数
271
前50大市值合计
$536.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 99 项
建仓 8
增持 42
减持 35
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
IWC
ISHARES TR
-$16.6M
8,648
-93%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$15.5M
877,898
减持
DIAL
COLUMBIA ETF TR I
-$10.3M
593,850
-42%
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。
减持
IAU
ISHARES GOLD TR
-$8.3M
564,201
-32%
减持
SPY
SPDR S&P 500 ETF TR
-$6.5M
7,600
-64%
清仓
EWJ
ISHARES INC
-$5.4M
0
-100%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$5.3M
576,850
+63%
清仓
IEV
ISHARES TR
-$4.3M
0
-100%
增持
AMLP
ALPS ETF TR
+$4.3M
695,935
+2%
清仓
AGG
ISHARES TR
-$3.4M
0
-100%
增持
BBEU
J P MORGAN EXCHANGE-TRADED F
+$3.4M
222,072
+51%
增持
—
BROOKLYN IMMUNOTHERAPEUTICS
-$3.3M
1,571,107
+1%
清仓
—
IHS MARKIT LTD
-$3.2M
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$2.8M
6,920
减持
GEM
GOLDMAN SACHS ETF TR
-$2.4M
620,851
-2%
清仓
FDM
FIRST TR DOW JONES SELECT MI
-$2.3M
0
-100%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$2.1M
60,043
-40%
减持
IVV
ISHARES TR
-$1.7M
2,010
-63%
清仓
EEM
ISHARES TR
-$1.3M
0
-100%
减持
—
PIONEER NAT RES CO
+$1.2M
23,867
-9%
增持
—
MONDAY COM LTD
+$1.1M
21,237
+197%
建仓
—
DIREXION SHS ETF TR
+$936.0K
50,000
增持
OSK
OSHKOSH CORP
+$916.0K
32,450
+56%
增持
ARCC
ARES CAPITAL CORP
+$891.0K
703,039
+8%
清仓
—
JPMORGAN CHASE & CO
-$807.0K
0
-100%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$698.0K
52,187
+78%
增持
URI
UNITED RENTALS INC
+$682.0K
12,011
+11%
增持
DTE
DTE ENERGY CO
+$659.0K
26,310
+11%
清仓
HYZD
WISDOMTREE TR
-$612.0K
0
-100%
减持
—
INTERPUBLIC GROUP COS INC
-$580.0K
78,646
-13%
减持
GLD
SPDR GOLD TR
-$554.0K
1,200
-73%
减持
AMT
AMERICAN TOWER CORP NEW
-$551.0K
7,991
-8%
增持
—
USA TRUCK INC
+$523.0K
67,355
+55%
减持
INVH
INVITATION HOMES INC
-$522.0K
12,737
-44%
建仓
FRT
FEDERAL REALTY INV TR
+$479.0K
3,890
减持
COP
CONOCOPHILLIPS
+$471.0K
41,260
-19%
增持
APH
AMPHENOL CORP NEW
-$447.0K
60,154
+6%
增持
ABT
ABBOTT LABS
-$408.0K
29,637
+7%
增持
ALGN
ALIGN TECHNOLOGY INC
-$383.0K
11,783
+40%
清仓
—
PHYSICIANS RLTY TR
-$381.0K
0
-100%
增持
GM
GENERAL MTRS CO
+$366.0K
57,351
+57%
增持
VRSN
VERISIGN INC
-$364.0K
20,392
+6%
建仓
—
CITY OFFICE REIT INC
+$349.0K
19,738
减持
EGP
EASTGROUP PPTYS INC
-$331.0K
6,722
-10%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$307.0K
0
-100%
建仓
SLG
SL GREEN RLTY CORP
+$305.0K
3,739
增持
DHR
DANAHER CORPORATION
-$304.0K
13,946
+4%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$278.0K
8,922
-3%
清仓
EFA
ISHARES TR
-$267.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$266.0K
0
-100%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$263.0K
51,680
+13%
增持
IYR
ISHARES TR
+$256.0K
56,956
+12%
清仓
LTC
LTC PPTYS INC
-$246.0K
0
-100%
增持
—
SAFEHOLD INC
-$245.0K
12,421
+6%
清仓
ADC
AGREE RLTY CORP
-$235.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$228.0K
12,940
+3%
增持
NVDA
NVIDIA CORPORATION
-$227.0K
14,696
+2%
减持
TRNO
TERRENO RLTY CORP
-$221.0K
17,044
-2%
建仓
COIN
COINBASE GLOBAL INC
+$219.0K
604
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$206.0K
3,795
+51%
增持
DKS
DICKS SPORTING GOODS INC
+$204.0K
36,296
+22%
增持
DIS
DISNEY WALT CO
+$204.0K
24,039
+20%
增持
BX
BLACKSTONE GROUP INC
+$200.0K
36,592
+7%
建仓
SLI
STANDARD LITHIUM LTD
+$176.0K
20,000
增持
EWBC
EAST WEST BANCORP INC
+$169.0K
44,735
+5%
增持
SPG
SIMON PPTY GROUP INC NEW
-$168.0K
6,752
+2%
增持
BXP
BOSTON PROPERTIES INC
+$137.0K
4,912
+14%
增持
EQIX
EQUINIX INC
-$133.0K
2,554
+7%
减持
WY
WEYERHAEUSER CO MTN BE
-$129.0K
15,480
-11%
增持
HST
HOST HOTELS & RESORTS INC
+$123.0K
36,426
+8%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$119.0K
9,457
-2%
增持
NXRT
NEXPOINT RESIDENTIAL TR INC
+$99.0K
9,461
+5%
增持
GOOGL
ALPHABET INC
-$96.0K
1,360
+2%
减持
CSR
CENTERSPACE
-$78.0K
4,656
-3%
减持
WELL
WELLTOWER INC
+$77.0K
9,313
-2%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$75.0K
64,222
-2%
减持
—
HEALTHCARE RLTY TR
-$72.0K
14,157
-3%
增持
FR
FIRST INDL RLTY TR INC
-$67.0K
19,301
+1%
增持
DLR
DIGITAL RLTY TR INC
-$58.0K
3,823
+13%
减持
TSLA
TESLA INC
-$58.0K
2,290
-4%
减持
—
ISTAR INC
-$56.0K
14,993
-5%
减持
AMH
AMERICAN HOMES 4 RENT
-$55.0K
11,172
-3%
减持
PSTL
POSTAL REALTY TRUST INC
-$49.0K
15,197
-1%
减持
EXR
EXTRA SPACE STORAGE INC
-$46.0K
1,698
-3%
减持
EWY
ISHARES INC
-$44.0K
4,300
-4%
减持
ESS
ESSEX PPTY TR INC
-$42.0K
1,610
-5%
减持
CUBE
CUBESMART
-$41.0K
6,327
-3%
增持
JOBY
JOBY AVIATION INC
+$40.0K
18,143
+65%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
-$38.0K
1,075
+2%
减持
—
APARTMENT INCOME REIT CORP
-$31.0K
10,517
-3%
增持
PCH
POTLATCHDELTIC CORPORATION
-$25.0K
4,853
+4%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$20.0K
14,630
+7%
减持
AAPL
APPLE INC
-$19.0K
4,556
-1%
增持
CPT
CAMDEN PPTY TR
-$15.0K
4,677
+5%
增持
VICI
VICI PPTYS INC
+$7.0K
20,804
+7%
减持
KRG
KITE RLTY GROUP TR
+$6.0K
37,214
-4%
增持
AIV
APARTMENT INVT & MGMT CO
+$5.0K
27,968
+8%
减持
PSA
PUBLIC STORAGE
-$5.0K
2,998
-4%
减持
COST
COSTCO WHSL CORP NEW
+$4.0K
5,048
-1%
