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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 98
增持 10
减持 29
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
GEM
GOLDMAN SACHS ETF TR
-$20.3M
24,677
-96%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$14.9M
32,636
-94%
减持
BBEU
J P MORGAN EXCHANGE TRADED F
-$11.8M
8,401
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。
-96%
清仓
DIAL
COLUMBIA ETF TR I
-$11.6M
0
-100%
增持
AAPL
APPLE INC
+$6.2M
50,856
+1016%
减持
AMLP
ALPS ETF TR
-$5.2M
621,528
-11%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$5.1M
0
-100%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$5.0M
229,603
+340%
减持
—
PIONEER NAT RES CO
-$4.6M
5,931
-75%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$4.3M
5,222
-92%
清仓
URI
UNITED RENTALS INC
-$4.3M
0
-100%
增持
—
USA TRUCK INC
+$4.2M
177,943
+164%
减持
VRSN
VERISIGN INC
-$4.0M
3,051
-85%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$3.9M
2,574
-95%
减持
BX
BLACKSTONE INC
-$3.9M
8,635
-76%
清仓
GOOGL
ALPHABET INC
-$3.8M
0
-100%
减持
APH
AMPHENOL CORP NEW
-$3.7M
12,739
-79%
清仓
DKS
DICKS SPORTING GOODS INC
-$3.6M
0
-100%
建仓
GOOG
ALPHABET INC
+$3.6M
1,632
清仓
DTE
DTE ENERGY CO
-$3.5M
0
-100%
建仓
AMZN
AMAZON COM INC
+$3.5M
32,752
减持
DHR
DANAHER CORPORATION
-$3.4M
2,714
-81%
减持
EWBC
EAST WEST BANCORP INC
-$3.3M
3,186
-93%
清仓
OSK
OSHKOSH CORP
-$3.3M
0
-100%
减持
—
MONDAY COM LTD
-$3.1M
2,850
-87%
减持
IAU
ISHARES GOLD TR
-$3.0M
517,165
-8%
减持
IYR
ISHARES TR
-$3.0M
34,732
-39%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
35,830
减持
COP
CONOCOPHILLIPS
-$2.9M
14,076
-66%
清仓
—
INTERPUBLIC GROUP COS INC
-$2.8M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$2.6M
753
-89%
清仓
GM
GENERAL MTRS CO
-$2.5M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$2.5M
10,130
-31%
减持
DIS
DISNEY WALT CO
-$2.4M
8,989
-63%
增持
—
BROOKLYN IMMUNOTHERAPEUTICS
-$2.4M
1,572,803
+0%
减持
ABT
ABBOTT LABS
-$2.4M
10,284
-65%
减持
ARCC
ARES CAPITAL CORP
-$2.3M
692,593
-1%
建仓
TM
TOYOTA MOTOR CORP
+$1.9M
12,270
建仓
—
ASTRAZENECA PLC
+$1.9M
28,107
建仓
NVS
NOVARTIS AG
+$1.9M
21,916
减持
COST
COSTCO WHSL CORP NEW
-$1.8M
2,231
-56%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.8M
757,755
-14%
建仓
—
ASML HOLDING N V
+$1.8M
3,800
建仓
NVO
NOVO-NORDISK A S
+$1.8M
15,873
增持
MSFT
MICROSOFT CORP
+$1.8M
22,374
+73%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
7,241
+877%
建仓
SHEL
SHELL PLC
+$1.7M
32,039
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.6M
13,797
增持
—
EXXON MOBIL CORP
+$1.5M
120,640
+12%
建仓
JNJ
JOHNSON & JOHNSON
+$1.4M
7,824
建仓
BHP
BHP GROUP LTD
+$1.3M
23,557
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.3M
2,480
建仓
JPM
JPMORGAN CHASE & CO
+$1.2M
11,066
建仓
CVX
CHEVRON CORP NEW
+$1.2M
8,432
建仓
META
META PLATFORMS INC
+$1.2M
7,320
建仓
—
UNILEVER PLC
+$1.2M
25,324
建仓
HSBC
HSBC HLDGS PLC
+$1.2M
35,240
建仓
KO
COCA COLA CO
+$1.1M
18,053
建仓
PG
PROCTER AND GAMBLE CO
+$1.1M
7,802
建仓
BAC
BK OF AMERICA CORP
+$1.1M
35,862
建仓
CRM
SALESFORCE INC
+$1.1M
6,485
建仓
WFC
WELLS FARGO CO NEW
+$1.1M
27,189
建仓
V
VISA INC
+$1.0M
5,311
建仓
—
GSK PLC
+$1.0M
23,887
建仓
—
LINDE PLC
+$1.0M
3,538
建仓
DEO
DIAGEO PLC
+$1.0M
5,826
建仓
MCD
MCDONALDS CORP
+$1.0M
4,092
建仓
AVGO
BROADCOM INC
+$981.0K
2,020
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$963.0K
2,631
建仓
PEP
PEPSICO INC
+$963.0K
5,780
建仓
HD
HOME DEPOT INC
+$956.0K
3,486
清仓
—
DIREXION SHS ETF TR
-$936.0K
0
-100%
建仓
SAP
SAP SE
+$931.0K
10,258
建仓
SONY
SONY GROUP CORPORATION
+$907.0K
11,096
建仓
ABBV
ABBVIE INC
+$871.0K
5,686
建仓
CSCO
CISCO SYS INC
+$860.0K
20,171
建仓
MA
MASTERCARD INCORPORATED
+$854.0K
2,707
建仓
BTI
BRITISH AMERN TOB PLC
+$848.0K
19,762
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$839.0K
8,725
建仓
MRK
MERCK & CO INC
+$835.0K
9,142
增持
AMT
AMERICAN TOWER CORP NEW
+$835.0K
11,077
+39%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$813.0K
1,497
建仓
VZ
VERIZON COMMUNICATIONS INC
+$803.0K
15,816
建仓
BP
BP PLC
+$773.0K
27,263
建仓
PFE
PFIZER INC
+$730.0K
13,932
增持
TSLA
TESLA INC
+$698.0K
4,702
+105%
清仓
—
SAFEHOLD INC
-$691.0K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$691.0K
3,978
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$690.0K
8,899
减持
SPY
SPDR S&P 500 ETF TR
-$679.0K
7,297
-4%
建仓
UNP
UNION PAC CORP
+$677.0K
3,172
建仓
LLY
LILLY ELI & CO
+$674.0K
2,078
建仓
C
CITIGROUP INC
+$674.0K
14,646
建仓
NEE
NEXTERA ENERGY INC
+$663.0K
8,565
建仓
—
MEDTRONIC PLC
+$659.0K
7,288
建仓
INFY
INFOSYS LTD
+$657.0K
35,490
建仓
NOW
SERVICENOW INC
+$652.0K
1,371
建仓
MMM
3M CO
+$646.0K
4,992
建仓
QCOM
QUALCOMM INC
+$624.0K
4,885
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$624.0K
116,906
减持
IWC
ISHARES TR
-$623.0K
4,735
-45%
建仓
CMCSA
COMCAST CORP NEW
+$616.0K
15,695
建仓
USB
US BANCORP DEL
+$601.0K
12,930
建仓
INTC
INTEL CORP
+$593.0K
15,854
建仓
RIO
RIO TINTO PLC
+$592.0K
9,710
建仓
JD
JD.COM INC
+$591.0K
9,202
建仓
T
AT&T INC
+$584.0K
27,863
建仓
SBUX
STARBUCKS CORP
+$580.0K
7,597
建仓
CVS
CVS HEALTH CORP
+$575.0K
6,201
建仓
NFLX
NETFLIX INC
+$558.0K
3,192
建仓
TGT
TARGET CORP
+$542.0K
3,841
建仓
LOW
LOWES COS INC
+$533.0K
3,049
建仓
AMGN
AMGEN INC
+$528.0K
2,169
建仓
VALE
VALE S A
+$526.0K
35,943
建仓
RELX
RELX PLC
+$510.0K
18,931
建仓
NKE
NIKE INC
+$510.0K
4,994
建仓
AMAT
APPLIED MATLS INC
+$509.0K
5,590
建仓
AMD
ADVANCED MICRO DEVICES INC
+$500.0K
6,537
建仓
UPS
UNITED PARCEL SERVICE INC
+$499.0K
2,735
建仓
NGG
NATIONAL GRID PLC
+$489.0K
7,327
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$444.0K
8,234
建仓
ABBNY
ABB LTD
+$439.0K
16,419
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$435.0K
3,079
建仓
TJX
TJX COS INC NEW
+$432.0K
7,743
建仓
IBN
ICICI BANK LIMITED
+$422.0K
23,778
建仓
BA
BOEING CO
+$415.0K
3,039
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$413.0K
29,388
建仓
SAN
BANCO SANTANDER S.A.
+$408.0K
145,740
建仓
GE
GENERAL ELECTRIC CO
+$406.0K
6,376
建仓
HMC
HONDA MOTOR LTD
+$403.0K
16,700
增持
WMT
WALMART INC
+$392.0K
10,030
+81%
建仓
PYPL
PAYPAL HLDGS INC
+$373.0K
5,338
建仓
VOD
VODAFONE GROUP PLC NEW
+$370.0K
23,034
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$367.0K
62,126
减持
TRNO
TERRENO RLTY CORP
-$365.0K
16,109
-5%
建仓
PSX
PHILLIPS 66
+$352.0K
4,296
减持
EGP
EASTGROUP PPTYS INC
-$351.0K
6,581
-2%
清仓
—
ISTAR INC
-$351.0K
0
-100%
建仓
BIDU
BAIDU INC
+$341.0K
2,294
减持
FR
FIRST INDL RLTY TR INC
-$339.0K
18,050
-6%
建仓
UBER
UBER TECHNOLOGIES INC
+$336.0K
16,438
建仓
LYG
LLOYDS BANKING GROUP PLC
+$334.0K
163,507
建仓
EQNR
EQUINOR ASA
+$320.0K
9,207
建仓
PUK
PRUDENTIAL PLC
+$309.0K
12,301
建仓
ING
ING GROEP N.V.
+$306.0K
30,880
清仓
SLG
SL GREEN RLTY CORP
-$305.0K
0
-100%
建仓
NTES
NETEASE INC
+$301.0K
3,222
建仓
GS
GOLDMAN SACHS GROUP INC
+$301.0K
1,014
减持
NXRT
NEXPOINT RESIDENTIAL TR INC
-$288.0K
9,053
-4%
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$276.0K
61,100
