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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 41
增持 96
减持 9
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DBMF
LITMAN GREGORY FDS TR
+$16.8M
942,562
+169%
减持
KMLM
KRANESHARES TR
-$12.6M
13,265
-97%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$10.2M
170,532
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
RDVY
FIRST TR EXCHANGE-TRADED FD
+$7.4M
157,588
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.9M
107,371
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$4.9M
122,032
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$4.7M
59,201
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$4.6M
113,608
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.5M
329,427
+38%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.6M
126,642
增持
AAPL
APPLE INC
+$3.5M
59,816
+22%
增持
TDW
TIDEWATER INC NEW
+$3.2M
166,609
+21%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$3.0M
189,692
增持
MSFT
MICROSOFT CORP
+$2.2M
26,748
+11%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$1.7M
86,818
建仓
OZK
BANK OZK LITTLE ROCK ARK
+$1.7M
41,505
增持
USRT
ISHARES TR
+$1.4M
49,528
+110%
增持
AMZN
AMAZON COM INC
+$1.3M
31,108
+16%
减持
ARCC
ARES CAPITAL CORP
-$1.1M
720,322
-10%
增持
NVDA
NVIDIA CORPORATION
+$992.2K
6,204
+6%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$990.4K
25,532
增持
TM
TOYOTA MOTOR CORP
+$932.4K
19,376
+26%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$922.8K
23,893
增持
JNJ
JOHNSON & JOHNSON
+$915.5K
15,376
+46%
建仓
PAYX
PAYCHEX INC
+$912.1K
8,153
减持
AMLP
ALPS ETF TR
-$903.6K
403,163
-7%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$879.3K
17,361
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$870.6K
43,959
+15%
建仓
MLPA
GLOBAL X FDS
+$853.2K
19,875
增持
PLD
PROLOGIS INC.
+$843.5K
45,989
+20%
增持
GOOG
ALPHABET INC
+$811.7K
32,079
+9%
增持
TSLA
TESLA INC
+$774.1K
11,548
+7%
增持
EQIX
EQUINIX INC
+$694.5K
5,080
+11%
增持
NVS
NOVARTIS AG
+$641.0K
30,634
+15%
建仓
IVE
ISHARES TR
+$636.9K
3,951
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$612.5K
31,027
增持
AVGO
BROADCOM INC
+$607.1K
2,060
+12%
建仓
IVW
ISHARES TR
+$607.0K
8,612
增持
—
ASML HOLDING N V
+$604.7K
4,611
+15%
增持
PEP
PEPSICO INC
+$591.2K
12,030
+34%
减持
CCI
CROWN CASTLE INC
-$572.4K
18,698
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$558.6K
2,293
+104%
建仓
ALB
ALBEMARLE CORP
+$548.7K
2,455
增持
MA
MASTERCARD INCORPORATED
+$532.0K
4,582
+31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$529.6K
8,691
+10%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$512.2K
10,478
增持
LLY
LILLY ELI & CO
+$511.6K
3,467
+7%
建仓
VOO
VANGUARD INDEX FDS
+$507.4K
1,241
增持
ACWI
ISHARES TR
+$500.3K
27,454
+17%
增持
JPM
JPMORGAN CHASE & CO
+$477.6K
15,814
+13%
增持
DLR
DIGITAL RLTY TR INC
+$460.5K
15,117
+18%
减持
IYR
ISHARES TR
-$452.3K
2,475
-68%
建仓
IVV
ISHARES TR
+$451.1K
1,012
减持
BIZD
VANECK ETF TRUST
-$447.8K
11,641
-72%
增持
META
META PLATFORMS INC
+$431.9K
5,527
+1%
增持
—
ASTRAZENECA PLC
+$427.9K
38,984
+15%
增持
HD
HOME DEPOT INC
+$420.8K
5,246
+28%
增持
UNH
UNITEDHEALTH GROUP INC
+$409.2K
4,508
+21%
建仓
BND
VANGUARD BD INDEX FDS
+$408.0K
5,613
增持
SHEL
SHELL PLC
+$404.9K
47,471
+11%
增持
WELL
WELLTOWER INC
+$398.1K
22,780
+13%
增持
HSBC
HSBC HLDGS PLC
+$397.3K
48,100
+12%
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$384.5K
7,105
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$383.8K
28,208
减持
AMT
AMERICAN TOWER CORP NEW
-$381.1K
18,476
-5%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$370.5K
78,007
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$367.6K
184,533
+19%
增持
BABA
ALIBABA GROUP HLDG LTD
-$357.4K
24,257
+4%
增持
WMT
WALMART INC
+$351.5K
13,421
+13%
增持
—
EXXON MOBIL CORP
+$344.1K
131,915
+5%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$343.2K
10,162
增持
V
VISA INC
+$333.1K
7,263
+18%
增持
MRK
MERCK & CO INC
+$328.7K
14,760
+14%
建仓
QQQ
INVESCO QQQ TR
+$321.1K
868
增持
SPG
SIMON PPTY GROUP INC NEW
+$318.2K
18,912
+13%
增持
WFC
WELLS FARGO CO NEW
+$311.3K
35,716
+10%
增持
BAC
BANK AMERICA CORP
+$308.4K
56,541
+23%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$307.5K
9,043
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$301.4K
2,589
+3%
增持
—
LINDE PLC
+$300.0K
4,671
+12%
增持
PSA
PUBLIC STORAGE
+$298.6K
8,065
+19%
增持
AVB
AVALONBAY CMNTYS INC
+$295.8K
7,079
+14%
建仓
SCHG
SCHWAB STRATEGIC TR
+$293.5K
3,916
增持
NVO
NOVO-NORDISK A S
+$290.9K
19,380
+9%
建仓
EXAS
EXACT SCIENCES CORP
+$288.9K
3,077
增持
COST
COSTCO WHSL CORP NEW
+$280.0K
2,519
+16%
增持
HON
HONEYWELL INTL INC
+$278.7K
7,111
+14%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$276.2K
7,427
清仓
IWF
ISHARES TR
-$272.4K
0
-100%
增持
ABT
ABBOTT LABS
+$268.9K
13,461
+14%
清仓
IEUR
ISHARES TR
-$262.2K
0
-100%
增持
COP
CONOCOPHILLIPS
+$259.0K
21,635
+8%
增持
SAP
SAP SE
+$256.7K
12,244
+9%
建仓
ROCK
GIBRALTAR INDS INC
+$251.7K
4,000
增持
—
ACCENTURE PLC IRELAND
+$251.5K
4,092
+16%
增持
WY
WEYERHAEUSER CO MTN BE
+$247.7K
37,650
+12%
建仓
STZ
CONSTELLATION BRANDS INC
+$241.0K
979
增持
EQR
EQUITY RESIDENTIAL
+$234.5K
17,006
+15%
增持
PG
PROCTER AND GAMBLE CO
+$232.4K
11,947
+12%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$231.7K
4,496
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$231.5K
6,650
减持
BTI
BRITISH AMERN TOB PLC
-$225.8K
25,608
-15%
增持
—
UNILEVER PLC
+$225.6K
34,207
+14%
增持
CAT
CATERPILLAR INC
+$225.2K
4,935
+14%
增持
LOW
LOWES COS INC
+$221.6K
4,501
+13%
清仓
BKAG
BNY MELLON ETF TRUST
-$218.7K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$218.4K
3,255
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$218.1K
3,560
增持
VTR
VENTAS INC
+$210.5K
20,287
+17%
增持
HDB
HDFC BANK LTD
+$209.4K
19,200
+12%
建仓
CVS
CVS HEALTH CORP
+$208.8K
3,020
增持
GE
GENERAL ELECTRIC CO
+$207.7K
8,646
+11%
建仓
SPGI
S&P GLOBAL INC
+$205.7K
513
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$201.9K
6,279
+29%
增持
NKE
NIKE INC
+$197.6K
9,529
+37%
增持
NFLX
NETFLIX INC
+$196.8K
2,031
+1%
增持
INVH
INVITATION HOMES INC
+$195.1K
28,444
+13%
建仓
DIV
GLOBAL X FDS
+$188.3K
11,274
增持
TXN
TEXAS INSTRS INC
+$186.5K
6,879
+22%
增持
CSCO
CISCO SYS INC
+$176.2K
26,083
+16%
增持
ESS
ESSEX PPTY TR INC
+$173.5K
3,280
+15%
增持
ABBNY
ABB LTD
+$165.2K
21,934
+11%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$163.2K
4,863
-2%
增持
KO
COCA COLA CO
+$157.6K
28,173
+13%
增持
IRM
IRON MTN INC DEL
+$156.1K
14,089
+15%
增持
AMD
ADVANCED MICRO DEVICES INC
+$154.1K
7,375
+5%
增持
INTU
INTUIT
+$152.4K
1,758
+20%
增持
VICI
VICI PPTYS INC
+$150.3K
53,704
+14%
增持
ING
ING GROEP N.V.
+$146.1K
45,653
+16%
增持
IBN
ICICI BANK LIMITED
+$145.4K
35,714
+14%
增持
UNP
UNION PAC CORP
+$144.4K
3,750
+21%
增持
NOW
SERVICENOW INC
+$140.9K
1,186
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$137.3K
3,747
+14%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$136.8K
87,665
+14%
增持
SONY
SONY GROUP CORPORATION
+$136.4K
15,708
+11%
增持
CVX
CHEVRON CORP NEW
+$134.1K
10,311
+13%
增持
MAA
MID-AMER APT CMNTYS INC
+$133.9K
6,199
+16%
增持
—
MEDTRONIC PLC
+$133.1K
9,973
+8%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$132.7K
13,055
+12%
增持
CRM
SALESFORCE INC
+$131.0K
5,055
+8%
增持
HMC
HONDA MOTOR LTD
+$129.7K
21,849
+9%
增持
CI
THE CIGNA GROUP
+$125.8K
2,328
+13%
清仓
—
ETF MANAGERS GRP COMMDTY TR
-$124.5K
0
-100%
增持
GSK
GSK PLC
+$119.4K
32,265
+12%
增持
AMH
AMERICAN HOMES 4 RENT
+$117.1K
14,930
+14%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$115.6K
77,238
+14%
增持
UDR
UDR INC
+$113.1K
14,579
+17%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$111.6K
189,606
+14%
增持
INFY
INFOSYS LTD
+$108.6K
54,166
+22%
增持
CPT
CAMDEN PPTY TR
+$108.3K
6,123
+15%
