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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 90
减持 27
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
TDW
TIDEWATER INC NEW
+$13.2M
315,814
+90%
增持
DBMF
LITMAN GREGORY FDS TR
+$4.7M
1,062,704
+13%
增持
AMLP
ALPS ETF TR
+$3.9M
466,382
+16%
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
ARCC
ARES CAPITAL CORP
+$2.0M
798,283
+11%
增持
—
EXXON MOBIL CORP
+$1.8M
135,327
+3%
增持
AAPL
APPLE INC
-$1.3M
60,000
+0%
减持
PLD
PROLOGIS INC.
-$988.2K
41,452
-10%
清仓
ABBNY
ABB LTD
-$860.9K
0
-100%
清仓
MLPA
GLOBAL X FDS
-$853.2K
0
-100%
增持
USRT
ISHARES TR
+$843.2K
70,950
+43%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$787.7K
5,759
-77%
增持
AMT
AMERICAN TOWER CORP NEW
+$784.7K
26,728
+45%
减持
MSFT
MICROSOFT CORP
-$718.0K
26,575
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$714.7K
124,264
+16%
增持
SHEL
SHELL PLC
+$714.3K
55,616
+17%
减持
ONT
MONTROSE ENVIRONMENTAL GROUP
-$688.4K
26,233
-24%
增持
CCI
CROWN CASTLE INC
+$688.1K
30,625
+64%
清仓
IVE
ISHARES TR
-$636.9K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$627.7K
41,390
+114%
清仓
IVW
ISHARES TR
-$607.0K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$560.8K
29,774
+23%
清仓
ALB
ALBEMARLE CORP
-$548.7K
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$546.7K
14,025
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$512.2K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$507.4K
0
-100%
增持
—
ASML HOLDING N V
-$493.3K
4,839
+5%
增持
GOOG
ALPHABET INC
+$460.2K
32,922
+3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$449.7K
177,989
+4%
增持
TM
TOYOTA MOTOR CORP
+$447.2K
19,816
+2%
减持
IAU
ISHARES GOLD TR
-$435.8K
32,427
-25%
减持
RTX
RTX CORPORATION
-$413.4K
12,026
-8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$413.2K
46,264
+5%
清仓
BND
VANGUARD BD INDEX FDS
-$408.0K
0
-100%
清仓
KMLM
KRANESHARES TR
-$404.2K
0
-100%
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$384.5K
0
-100%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$383.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$373.9K
11,839
+15%
增持
BTI
BRITISH AMERN TOB PLC
+$372.2K
38,069
+49%
增持
BP
BP PLC
+$371.7K
45,848
+15%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$370.5K
0
-100%
增持
BHP
BHP GROUP LTD
+$318.5K
38,673
+23%
减持
COP
CONOCOPHILLIPS
+$317.7K
21,363
-1%
减持
HDB
HDFC BANK LTD
-$316.7K
17,523
-9%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$316.1K
154,652
-2%
减持
PSA
PUBLIC STORAGE
-$312.4K
7,747
-4%
减持
TXN
TEXAS INSTRS INC
-$312.1K
5,825
-15%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$307.5K
0
-100%
清仓
GEM
GOLDMAN SACHS ETF TR
-$304.8K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$289.6K
65,389
+10%
清仓
EXAS
EXACT SCIENCES CORP
-$288.9K
0
-100%
清仓
EPR
EPR PPTYS
-$281.2K
0
-100%
增持
NVS
NOVARTIS AG
+$280.6K
33,103
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$256.7K
9,193
+6%
增持
ABBV
ABBVIE INC
+$254.2K
9,580
+10%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$247.3K
189,313
+3%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$231.7K
0
-100%
清仓
DSEP
FIRST TR EXCHNG TRADED FD VI
-$231.5K
0
-100%
减持
TSLA
TESLA INC
-$230.0K
11,162
-3%
建仓
FSK
FS KKR CAP CORP
+$222.0K
10,888
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$218.1K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$217.9K
16,024
+6%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$217.1K
76,183
-12%
清仓
IYR
ISHARES TR
-$214.2K
0
-100%
清仓
IWC
ISHARES TR
-$213.1K
0
-100%
建仓
SAFE
SAFEHOLD INC
+$207.3K
11,530
减持
AMZN
AMAZON COM INC
-$206.2K
30,279
-3%
清仓
SPGI
S&P GLOBAL INC
-$205.7K
0
-100%
增持
T
AT&T INC
+$204.7K
61,969
+36%
增持
AMGN
AMGEN INC
+$204.0K
3,020
+10%
增持
WELL
WELLTOWER INC
+$194.3K
24,866
+9%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$194.2K
116,618
+3%
清仓
DIV
GLOBAL X FDS
-$188.3K
0
-100%
增持
O
REALTY INCOME CORP
-$184.2K
33,509
+8%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$183.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$183.3K
4,661
+3%
增持
NEE
NEXTERA ENERGY INC
-$181.9K
11,684
+2%
清仓
BIZD
VANECK ETF TRUST
-$178.8K
0
-100%
增持
VALE
VALE S A
+$178.4K
69,765
+24%
增持
CAT
CATERPILLAR INC
+$170.9K
5,074
+3%
增持
DEO
DIAGEO PLC
-$164.7K
8,311
+1%
减持
LLY
ELI LILLY & CO
+$163.2K
3,331
-4%
清仓
ET
ENERGY TRANSFER L P
-$160.1K
0
-100%
增持
RIO
RIO TINTO PLC
+$158.7K
16,740
+18%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$155.5K
92,323
+5%
减持
ACWI
ISHARES TR
-$149.5K
26,897
-2%
增持
EQNR
EQUINOR ASA
+$145.7K
21,613
+12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$140.6K
326,363
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$140.4K
2,050
-11%
增持
NKE
NIKE INC
-$138.4K
9,550
+0%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$138.4K
6,348
-38%
建仓
TFSL
TFS FINL CORP
+$137.7K
11,652
增持
HSBC
HSBC HLDGS PLC
+$137.2K
51,761
+8%
减持
NFLX
NETFLIX INC
-$136.8K
2,007
-1%
减持
JD
JD.COM INC
-$128.1K
20,150
-4%
增持
CSCO
CISCO SYS INC
+$127.6K
27,477
+5%
建仓
ACRE
ARES COML REAL ESTATE CORP
+$126.7K
12,860
增持
DHR
DANAHER CORPORATION
+$122.8K
6,106
+5%
增持
—
ASTRAZENECA PLC
+$120.0K
42,973
+10%
减持
PFE
PFIZER INC
-$119.3K
24,593
-4%
增持
IRM
IRON MTN INC DEL
+$117.8K
15,418
+9%
增持
FPE
FIRST TR EXCH TRADED FD III
+$116.2K
196,965
+4%
增持
—
UNILEVER PLC
+$115.6K
38,437
+12%
增持
MAA
MID-AMER APT CMNTYS INC
-$111.8K
6,448
+4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$111.2K
10,654
+30%
增持
GS
GOLDMAN SACHS GROUP INC
+$110.5K
4,076
+9%
增持
JPM
JPMORGAN CHASE & CO
+$108.1K
16,605
+5%
增持
INFY
INFOSYS LTD
+$107.4K
57,779
+7%
增持
COST
COSTCO WHSL CORP NEW
+$107.1K
2,590
+3%
增持
PSX
PHILLIPS 66
+$107.0K
4,301
+0%
减持
—
PIONEER NAT RES CO
+$105.7K
4,957
-1%
增持
GSK
GSK PLC
+$104.9K
34,577
+7%
增持
VICI
VICI PPTYS INC
+$100.9K
61,293
+14%
增持
SUI
SUN CMNTYS INC
+$99.3K
7,607
+24%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$98.7K
198,471
+5%
增持
MRK
MERCK & CO INC
-$95.6K
15,606
+6%
增持
EQIX
EQUINIX INC
-$95.5K
5,352
+5%
增持
PEP
PEPSICO INC
-$95.0K
12,594
+5%
减持
BX
BLACKSTONE INC
+$94.8K
6,925
-1%
建仓
HGBL
HERITAGE GLOBAL INC
+$91.8K
29,421
增持
SPG
SIMON PPTY GROUP INC NEW
+$90.3K
21,051
+11%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$90.3K
14,174
+16%
增持
BKNG
BOOKING HOLDINGS INC
+$89.4K
205
+2%
增持
ABT
ABBOTT LABS
-$89.3K
14,230
+6%
减持
NVDA
NVIDIA CORPORATION
-$81.0K
5,847
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$79.2K
6,553
+4%
增持
WMT
WALMART INC
+$78.5K
13,681
+2%
增持
BXP
BOSTON PROPERTIES INC
+$77.4K
9,300
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$76.2K
2,416
+10%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$76.0K
83,131
+8%
增持
HMC
HONDA MOTOR LTD
+$75.0K
21,916
+0%
增持
REXR
REXFORD INDL RLTY INC
+$72.6K
10,335
+23%
增持
BAC
BANK AMERICA CORP
+$72.0K
61,866
+9%
减持
GOOGL
ALPHABET INC
-$71.1K
4,442
-18%
增持
AVGO
BROADCOM INC
-$69.3K
2,068
+0%
增持
V
VISA INC
+$66.5K
7,788
+7%
增持
IBN
ICICI BANK LIMITED
+$65.1K
38,470
+8%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$64.9K
53,619
+10%
建仓
CLPR
CLIPPER RLTY INC
+$64.8K
12,500
增持
SAN
BANCO SANTANDER S.A.
+$63.5K
199,538
+8%
增持
CI
THE CIGNA GROUP
+$60.2K
2,494
+7%
增持
PUK
PRUDENTIAL PLC
-$59.9K
19,739
+13%
增持
DE
DEERE & CO
+$59.5K
1,829
+17%
增持
WY
WEYERHAEUSER CO MTN BE
+$59.4K
43,087
+14%
增持
RELX
RELX PLC
+$58.0K
26,195
+6%
减持
VRSN
VERISIGN INC
-$58.0K
2,270
-1%
增持
UDR
UDR INC
-$57.9K
15,934
+9%
增持
WPC
WP CAREY INC
+$57.1K
13,673
+35%
增持
VZ
VERIZON COMMUNICATIONS INC
-$56.2K
32,997
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
-$55.6K
7,630
+3%
增持
—
MEDTRONIC PLC
-$55.1K
10,502
+5%
