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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 93
减持 21
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
DBMF
LITMAN GREGORY FDS TR
+$36.7M
1,514,886
+478%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$8.5M
46,332
-76%
减持
ACWI
ISHARES TR
-$8.3M
69,707
-56%
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
USRT
ISHARES TR
-$7.2M
21,384
-86%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.5M
232,732
清仓
GOOG
ALPHABET INC
-$5.6M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.5M
195,328
-36%
增持
GOOGL
ALPHABET INC
+$5.4M
40,495
+699%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.4M
84,646
+43%
增持
NVDA
NVIDIA CORPORATION
+$5.2M
10,242
+25%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$5.1M
4,714
-96%
增持
MSFT
MICROSOFT CORP
+$5.0M
41,206
+26%
增持
AMLP
ALPS ETF TR
+$4.8M
599,907
+8%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$4.1M
277,209
+1374%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$3.7M
197,885
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$3.3M
104,418
减持
ARCC
ARES CAPITAL CORP
-$3.3M
779,520
-20%
增持
AMZN
AMAZON COM INC
+$3.1M
46,426
+33%
增持
NVO
NOVO-NORDISK A S
+$2.8M
60,871
+23%
增持
—
EXXON MOBIL CORP
+$2.7M
142,781
+3%
增持
FSK
FS KKR CAP CORP
+$2.3M
131,298
+984%
增持
META
META PLATFORMS INC
+$2.2M
8,952
+51%
增持
GBDC
GOLUB CAP BDC INC
+$2.2M
144,604
+966%
增持
TM
TOYOTA MOTOR CORP
+$2.1M
25,792
+8%
增持
—
ASML HOLDING N V
+$2.1M
7,378
+11%
建仓
MAIN
MAIN STR CAP CORP
+$2.0M
42,906
建仓
URTH
ISHARES INC
+$2.0M
13,545
建仓
HTGC
HERCULES CAPITAL INC
+$1.7M
92,184
增持
AAPL
APPLE INC
+$1.6M
91,088
+25%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.6M
31,220
减持
TDW
TIDEWATER INC NEW
+$1.6M
248,842
-16%
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$1.5M
39,726
增持
SAP
SAP SE
+$1.4M
20,073
+26%
建仓
MCD
MCDONALDS CORP
+$1.4M
4,839
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
12,759
+13%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.3M
4,550
-85%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$1.3M
61,865
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
147,785
+13%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$1.3M
84,481
清仓
GE
GENERAL ELECTRIC CO
-$1.3M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.2M
4,318
+18%
增持
CVX
CHEVRON CORP NEW
+$1.2M
16,593
+75%
建仓
PDD
PDD HOLDINGS INC
+$1.1M
9,616
增持
—
ASTRAZENECA PLC
+$1.1M
63,162
+33%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.1M
37,782
-3%
清仓
T
AT&T INC
-$998.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$997.1K
20,281
+44%
增持
KO
COCA COLA CO
+$966.3K
43,192
+50%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$964.7K
48,635
清仓
CI
THE CIGNA GROUP
-$939.7K
0
-100%
增持
PLD
PROLOGIS INC.
+$934.5K
68,765
+14%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$911.4K
125,210
-19%
建仓
IWN
ISHARES TR
+$906.5K
5,708
增持
VOO
VANGUARD INDEX FDS
+$902.5K
4,369
+59%
增持
BABA
ALIBABA GROUP HLDG LTD
+$894.4K
41,068
+55%
增持
AVGO
BROADCOM INC
+$884.5K
2,809
+10%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$883.0K
61,042
-42%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$881.2K
17,158
减持
IAU
ISHARES GOLD TR
-$868.2K
9,461
-71%
增持
HSBC
HSBC HLDGS PLC
+$867.8K
86,404
+32%
清仓
ELV
ELEVANCE HEALTH INC
-$852.6K
0
-100%
增持
—
UNILEVER PLC
+$829.2K
56,499
+37%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$815.9K
3,433
+54%
增持
MRK
MERCK & CO INC
+$797.8K
20,195
+18%
建仓
ORCL
ORACLE CORP
+$763.3K
6,077
减持
KMLM
KRANESHARES TRUST
-$731.0K
34,680
-43%
建仓
CMCSA
COMCAST CORP NEW
+$721.0K
16,631
增持
SHEL
SHELL PLC
+$701.8K
80,288
+13%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$691.9K
262,208
+13%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$684.7K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$681.2K
9,797
+63%
增持
JPM
JPMORGAN CHASE & CO
+$678.6K
21,057
+1%
增持
C
CITIGROUP INC
+$673.6K
30,502
+25%
增持
ABBV
ABBVIE INC
+$667.3K
12,979
+19%
增持
DEO
DIAGEO PLC
+$662.8K
12,242
+52%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$659.2K
0
-100%
增持
DIS
DISNEY WALT CO
+$652.8K
16,278
+10%
增持
BTI
BRITISH AMERN TOB PLC
+$652.2K
52,506
+59%
建仓
AMAT
APPLIED MATLS INC
+$632.1K
3,065
增持
OZK
BANK OZK LITTLE ROCK ARK
+$631.8K
51,457
+50%
增持
UBER
UBER TECHNOLOGIES INC
+$605.8K
11,041
+178%
增持
ABT
ABBOTT LABS
+$594.4K
21,633
+28%
增持
MA
MASTERCARD INCORPORATED
+$591.7K
6,377
+10%
增持
NVS
NOVARTIS AG
+$586.4K
47,358
+15%
清仓
BXP
BOSTON PROPERTIES INC
-$584.5K
0
-100%
增持
CRM
SALESFORCE INC
+$572.7K
7,075
+19%
增持
V
VISA INC
+$569.7K
10,843
+15%
增持
PG
PROCTER AND GAMBLE CO
+$566.0K
17,653
+13%
建仓
NTES
NETEASE INC
+$555.8K
5,372
增持
HD
HOME DEPOT INC
+$548.0K
7,720
+11%
增持
IEMG
ISHARES INC
+$545.7K
16,034
+188%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$545.6K
23,719
+64%
增持
DE
DEERE & CO
+$544.8K
2,604
+98%
增持
HDB
HDFC BANK LTD
+$537.3K
33,202
+69%
清仓
UDR
UDR INC
-$531.4K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$521.3K
122,553
+7%
增持
PEP
PEPSICO INC
+$498.9K
16,057
+18%
减持
CPT
CAMDEN PPTY TR
-$497.4K
3,164
-61%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$489.8K
118,339
+18%
增持
SAN
BANCO SANTANDER S.A.
+$488.1K
315,112
+26%
增持
NEE
NEXTERA ENERGY INC
+$485.8K
17,512
+68%
减持
CCI
CROWN CASTLE INC
-$472.3K
38,419
-2%
增持
—
MEDTRONIC PLC
+$471.4K
15,634
+44%
增持
PFE
PFIZER INC
+$461.3K
38,987
+81%
增持
AMD
ADVANCED MICRO DEVICES INC
+$454.3K
9,630
+11%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$448.4K
133,246
+15%
增持
NFLX
NETFLIX INC
+$447.1K
2,592
+12%
增持
WMT
WALMART INC
+$444.9K
48,169
+209%
增持
LOW
LOWES COS INC
+$435.1K
6,217
+20%
增持
—
LINDE PLC
+$428.1K
6,100
+4%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$425.8K
102,975
-16%
增持
BAC
BANK AMERICA CORP
+$419.3K
69,405
+6%
增持
QCOM
QUALCOMM INC
+$413.3K
10,369
+12%
增持
WELL
WELLTOWER INC
+$411.3K
32,822
+11%
增持
RELX
RELX PLC
+$410.1K
38,223
+22%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$407.0K
8,576
-4%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$406.2K
12,225
-47%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$402.0K
8,849
+12%
增持
COST
COSTCO WHSL CORP NEW
+$385.1K
3,336
+9%
增持
BKNG
BOOKING HOLDINGS INC
+$372.6K
353
+38%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$351.8K
41,947
+74%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$349.1K
67,402
-5%
建仓
STM
STMICROELECTRONICS N V
+$348.8K
8,067
增持
AMGN
AMGEN INC
+$347.8K
4,950
+35%
增持
HMC
HONDA MOTOR LTD
+$345.7K
31,860
+17%
增持
RTX
RTX CORPORATION
+$341.5K
19,002
+6%
增持
BP
BP PLC
+$341.4K
65,097
+9%
增持
ING
ING GROEP N.V.
+$337.6K
74,668
+25%
减持
CAT
CATERPILLAR INC
+$331.2K
5,754
-4%
增持
EQR
EQUITY RESIDENTIAL
+$328.4K
22,473
+26%
增持
INTU
INTUIT
+$324.5K
2,506
+20%
增持
NOW
SERVICENOW INC
+$309.0K
1,761
+20%
增持
IBN
ICICI BANK LIMITED
+$302.0K
52,914
+15%
增持
COP
CONOCOPHILLIPS
+$297.9K
23,819
+1%
清仓
PYPL
PAYPAL HLDGS INC
-$297.6K
0
-100%
增持
UNP
UNION PAC CORP
+$295.3K
5,686
+27%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$287.3K
13,365
+18%
增持
EQIX
EQUINIX INC
+$285.2K
6,789
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$284.2K
7,095
+16%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$283.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$282.8K
44,379
+6%
增持
VALE
VALE S A
-$281.2K
95,618
+5%
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$278.9K
10,350
清仓
MCK
MCKESSON CORP
-$275.8K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$274.9K
41,594
-4%
增持
DLR
DIGITAL RLTY TR INC
+$266.9K
19,380
+4%
清仓
SPGI
S&P GLOBAL INC
-$262.1K
0
-100%
增持
LYG
LLOYDS BANKING GROUP PLC
+$257.9K
354,858
+28%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$257.8K
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$257.2K
6,356
