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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 19
增持 89
减持 22
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
AGG
iShares Core US Aggregate Bond
+$10.4M
107,483
减持
PDBC
Invesco Optm Yd Dvrs Cdty Stra No K1 ETF
-$6.8M
424,545
-44%
清仓
—
USA TRUCK INC
-$5.6M
0
-100%
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
JPST
JPMorgan Ultra-Short Income ETF
+$3.7M
132,748
+125%
增持
IAU
iShares Gold Trust
+$2.1M
630,873
+22%
减持
SPY
SPDR S&P 500 ETF
-$2.1M
1,883
-74%
减持
IYR
iShares US Real Estate
-$1.9M
15,879
-54%
清仓
—
ASTRAZENECA PLC
-$1.9M
0
-100%
建仓
PLD
Prologis Inc
+$1.9M
18,261
清仓
—
GSK PLC
-$1.0M
0
-100%
减持
AMLP
Alerian MLP ETF
-$1.0M
557,884
-10%
建仓
O
Realty Income Corp
+$948.0K
16,222
建仓
GSK
GlaxoSmithKline PLC ADR
+$906.0K
30,653
清仓
—
BROOKLYN IMMUNOTHERAPEUTICS
-$814.0K
0
-100%
减持
EGP
EastGroup Properties Inc
-$783.0K
1,648
-75%
增持
AMT
American Tower Corp
+$723.0K
16,604
+50%
建仓
AVB
AvalonBay Communities Inc
+$721.0K
3,880
减持
TRNO
Terreno Realty Corp
-$684.0K
4,097
-75%
减持
FR
First Industrial Realty Trust Inc
-$659.0K
4,501
-75%
清仓
KRG
KITE RLTY GROUP TR
-$615.0K
0
-100%
建仓
EQR
Equity Residential
+$588.0K
8,661
清仓
NXRT
NEXPOINT RESIDENTIAL TR INC
-$566.0K
0
-100%
建仓
ACWI
iShares MSCI ACWI
+$558.0K
7,171
增持
TSLA
Tesla Motors Inc
-$558.0K
9,832
+109%
增持
SBAC
SBA Communications Corp
+$516.0K
2,988
+185%
建仓
MAA
Mid-America Apartment Communities Inc
+$500.0K
3,225
建仓
—
Duke Realty Corp
+$454.0K
9,418
增持
—
Exxon Mobil Corp
+$447.0K
123,461
+2%
建仓
SUI
Sun Communities Inc
+$441.0K
3,235
清仓
—
APARTMENT INCOME REIT CORP
-$433.0K
0
-100%
增持
CCI
Crown Castle Inc
+$409.0K
13,415
+48%
增持
DLR
Digital Realty Trust Inc
+$389.0K
8,821
+136%
清仓
—
HEALTHCARE RLTY TR
-$382.0K
0
-100%
清仓
CSR
CENTERSPACE
-$380.0K
0
-100%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$369.0K
0
-100%
建仓
WPC
W.P. Carey Inc
+$365.0K
5,153
增持
PSA
Public Storage
+$343.0K
4,232
+48%
建仓
UDR
UDR Inc
+$330.0K
7,908
建仓
DOC
Healthpeak Properties Ord
+$322.0K
14,038
建仓
IRM
Iron Mountain Inc
+$319.0K
7,153
增持
EXR
Extra Space Storage Inc
+$304.0K
3,397
+105%
清仓
GS
GOLDMAN SACHS GROUP INC
-$301.0K
0
-100%
建仓
SPYG
SPDR S&P 500 Growth
+$291.0K
5,800
建仓
KIM
Kimco Realty Corp
+$288.0K
15,661
减持
CRM
Salesforce Inc
-$254.0K
5,675
-12%
清仓
—
CITY OFFICE REIT INC
-$253.0K
0
-100%
减持
AMZN
Amazon.com Inc
-$252.0K
28,557
-13%
增持
WELL
Welltower Inc Com
+$249.0K
15,258
+72%
建仓
—
Life Storage Inc Com
+$238.0K
2,149
增持
EWY
iShares MSCI South Korea ETF
+$233.0K
10,200
+137%
增持
COP
ConocoPhillips
+$233.0K
14,528
+3%
增持
EQIX
Equinix Inc
+$228.0K
3,284
+32%
清仓
PSTL
POSTAL REALTY TRUST INC
-$226.0K
0
-100%
增持
VTR
Ventas Inc
+$222.0K
11,889
+137%
增持
VICI
VICI Properties Inc
+$221.0K
27,724
+35%
建仓
REG
Regency Centers Corp
+$218.0K
4,008
减持
GLPI
Gaming and Leisure Properties Inc
-$214.0K
10,132
-30%
增持
SPG
Simon Property Group Inc
+$213.0K
9,303
+42%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$212.0K
0
-100%
建仓
REXR
Rexford Industrial Realty Inc
+$209.0K
3,990
清仓
EWBC
EAST WEST BANCORP INC
-$206.0K
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$204.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$202.0K
0
-100%
增持
BRK/B
Berkshire Hathaway Inc B
+$201.0K
8,156
+13%
清仓
ADC
AGREE RLTY CORP
-$201.0K
0
-100%
清仓
—
PARAMOUNT GROUP INC
-$193.0K
0
-100%
减持
ELS
Equity Lifestyle Properties Inc
-$191.0K
7,328
-21%
减持
AAPL
Apple Inc
-$179.0K
49,013
-4%
清仓
AIV
APARTMENT INVT & MGMT CO
-$175.0K
0
-100%
增持
JNJ
Johnson & Johnson
+$171.0K
9,551
+22%
增持
CVX
Chevron Corp
+$169.0K
9,673
+15%
增持
INVH
Invitation Homes Inc
+$169.0K
17,690
+47%
增持
IWC
iShares Micro-Cap
+$152.0K
6,232
+32%
增持
ARCC
Ares Capital Corp
-$151.0K
726,701
+5%
增持
HSBC
HSBC Holdings PLC ADR
-$150.0K
38,407
+9%
增持
—
Linde plc
+$150.0K
4,327
+22%
增持
WY
Weyerhaeuser Co
+$148.0K
22,356
+51%
增持
ADBE
Adobe Systems Inc
-$135.0K
3,008
+14%
增持
BHP
Bhp Billiton Ltd
+$127.0K
28,971
+23%
增持
TM
Toyota Motor Corporation Ads
-$122.0K
13,584
+11%
增持
WMT
Wal-Mart Stores Inc
+$120.0K
10,322
+3%
减持
HST
Host Hotels & Resorts Inc
-$118.0K
26,642
-23%
增持
ARE
Alexandria Real Estate Equities Inc
+$118.0K
4,650
+26%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
-$115.0K
41,041
+15%
增持
SONY
Sony Group Corp
-$115.0K
12,371
+11%
增持
SHEL
SHELL ADR EACH REP 2 ORD
+$111.0K
35,891
+12%
减持
—
Pioneer Natural Resources Co
-$109.0K
5,605
-5%
减持
ONT
Montrose Environmental Group Inc
-$109.0K
227,103
-1%
增持
JPM
JPMorgan Chase & Co
+$102.0K
12,900
+17%
减持
UBER
Uber Technologies Inc
+$92.0K
16,165
-2%
增持
SBUX
Starbucks Corp
+$91.0K
7,963
+5%
增持
HD
The Home Depot Inc
+$90.0K
3,792
+9%
增持
NVO
Novo Nordisk A/S
-$90.0K
16,850
+6%
减持
PYPL
PayPal Holdings Inc
+$86.0K
5,335
-0%
减持
BX
Blackstone Inc
-$85.0K
8,398
-3%
增持
GEM
Goldman Sachs ActiveBeta EMkts Eq ETF
-$82.0K
25,247
+2%
增持
BAC
Bank of America Corporation
+$80.0K
39,614
+10%
增持
VOD
Vodafone Group PLC ADR
-$80.0K
25,620
+11%
增持
NGG
National Grid PLC ADR
-$80.0K
7,940
+8%
增持
DIS
Walt Disney Co
+$80.0K
9,849
+10%
增持
RIO
Rio Tinto PLC ADR
+$79.0K
12,179
+25%
增持
TJX
TJX Companies Inc
+$76.0K
8,182
+6%
增持
PEP
PepsiCo Inc
+$76.0K
6,366
+10%
增持
LOW
Lowe's Companies Inc
+$75.0K
3,239
+6%
增持
VALE
Vale SA
+$75.0K
45,137
+26%
增持
COST
Costco Wholesale Corp
+$74.0K
2,421
+9%
增持
TGT
Target Corp
+$71.0K
4,134
+8%
增持
NOW
ServiceNow Inc
-$70.0K
1,540
+12%
减持
NFLX
Netflix Inc
+$69.0K
2,662
-17%
减持
IBN
ICICI Bank Ltd
+$67.0K
23,315
-2%
增持
T
AT&T Inc
-$65.0K
33,856
+22%
增持
CPT
Camden Property Trust
-$65.0K
4,501
+0%
增持
WFC
Wells Fargo & Co
+$64.0K
28,070
+3%
增持
MSFT
Microsoft Corp
-$63.0K
24,400
+9%
增持
MUFG
Mitsubishi UFJ Financial Group Inc
-$60.0K
125,385
+7%
增持
CVS
CVS Health Corp
+$56.0K
6,617
+7%
增持
ESS
Essex Property Trust Inc
+$55.0K
1,893
+22%
增持
BABA
Alibaba Group Holding Ltd ADR
-$54.0K
18,925
+37%
增持
HON
Honeywell International Inc
+$53.0K
4,455
+12%
增持
FLJP
Franklin FTSE Japan ETF
-$53.0K
32,767
+0%
增持
AVGO
Broadcom Inc Com
+$52.0K
2,326
+15%
增持
BIDU
Baidu Inc
-$50.0K
2,476
+8%
增持
UNH
UnitedHealth Group Inc
+$49.0K
2,620
+6%
增持
META
Meta Platforms Inc Class A
-$46.0K
8,361
+14%
减持
IVV
iShares Core S&P 500
-$46.0K
2,000
-1%
增持
LLY
Eli Lilly and Co
+$45.0K
2,223
+7%
增持
NEE
Nextera Energy Inc
+$45.0K
9,031
+5%
增持
ABT
Abbott Laboratories
-$44.0K
11,092
+8%
增持
NVS
Novartis Ag
-$43.0K
23,816
+9%
增持
BUD
Anheuser-Busch InBev SA/NV
-$43.0K
8,876
+8%
增持
PUK
Prudential PLC
-$43.0K
13,342
+8%
增持
NTES
NetEase Inc
-$41.0K
3,442
+7%
增持
CSCO
Cisco Systems Inc
+$40.0K
22,496
+12%
增持
INTC
Intel Corp
-$39.0K
21,480
+35%
增持
—
Unilever PLC ADR
-$38.0K
25,618
+1%
增持
BBEU
JPMorgan BetaBuilders Europe ETF
-$38.0K
8,646
+3%
增持
BXP
Boston Properties Inc
-$36.0K
5,251
+9%
增持
MCD
McDonald's Corp
+$35.0K
4,530
+11%
增持
DEO
Diageo PLC
+$33.0K
6,085
+4%
增持
JD
JD.com Inc ADR
-$33.0K
11,092
+21%
增持
BTI
British American Tobacco PLC
-$32.0K
22,537
+14%
增持
AMD
Advanced Micro Devices Inc
-$32.0K
7,394
+13%
增持
CMCSA
Comcast Corp Class A
-$30.0K
19,970
+27%
增持
NKE
Nike Inc B
-$29.0K
5,765
+15%
增持
HMC
Honda Motor Co Ltd
-$28.0K
17,365
+4%
减持
DHR
Danaher Corp
-$27.0K
2,560
-6%
增持
BP
BP PLC ADR
+$26.0K
27,990
+3%
增持
INFY
Infosys Ltd
-$25.0K
37,232
+5%
增持
RELX
Relx Plc American Depositary Shares
-$25.0K
19,950
+5%
增持
NVDA
NVIDIA Corp
-$24.0K
12,459
+23%
