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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 114
减持 20
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
TDW
TIDEWATER INC NEW
-$14.8M
84,794
-66%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.4M
440,170
+125%
增持
AMLP
ALPS ETF TR
+$8.4M
768,276
+28%
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
AAPL
APPLE INC
+$6.3M
104,043
+14%
增持
DBMF
LITMAN GREGORY FDS TR
+$5.7M
1,636,054
+8%
增持
NVDA
NVIDIA CORPORATION
+$4.7M
112,734
+1001%
增持
GOOGL
ALPHABET INC
+$4.2M
56,790
+40%
增持
MSFT
MICROSOFT CORP
+$2.6M
44,584
+8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.4M
80,172
-5%
增持
FSK
FS KKR CAP CORP
+$2.3M
241,489
+84%
清仓
URTH
ISHARES INC
-$2.0M
0
-100%
减持
PLD
PROLOGIS INC.
-$1.3M
68,425
-0%
增持
AMZN
AMAZON COM INC
+$1.3M
49,833
+7%
增持
USRT
ISHARES TR
+$1.2M
43,958
+106%
增持
—
ASTRAZENECA PLC
+$1.2M
70,130
+11%
清仓
—
PIONEER NAT RES CO
-$1.1M
0
-100%
增持
TSLA
TESLA INC
+$1.1M
22,249
+19%
增持
NVO
NOVO-NORDISK A S
+$964.7K
61,905
+2%
增持
PDD
PDD HOLDINGS INC
+$943.7K
15,506
+61%
增持
SPY
SPDR S&P 500 ETF TR
+$940.7K
3,395
+95%
增持
HTGC
HERCULES CAPITAL INC
+$907.6K
127,549
+38%
清仓
IWN
ISHARES TR
-$906.5K
0
-100%
增持
HDB
HDFC BANK LTD
+$860.3K
41,877
+26%
增持
TM
TOYOTA MOTOR CORP
-$830.1K
27,620
+7%
增持
—
EXXON MOBIL CORP
+$798.7K
151,108
+6%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$795.8K
99,373
+61%
减持
ACWI
ISHARES TR
-$773.3K
61,419
-12%
增持
MAIN
MAIN STR CAP CORP
+$766.1K
55,377
+29%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$758.1K
130,294
+25%
增持
LLY
ELI LILLY & CO
+$737.3K
4,525
+5%
增持
GSBD
GOLDMAN SACHS BDC INC
+$728.1K
131,241
+55%
减持
AVGO
BROADCOM INC
+$672.9K
2,738
-3%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$662.3K
319,588
+15%
减持
EQIX
EQUINIX INC
-$639.9K
6,560
-3%
增持
IAU
ISHARES GOLD TR
+$628.1K
23,346
+147%
增持
ARCC
ARES CAPITAL CORP
+$606.3K
807,867
+4%
增持
—
ASML HOLDING N V
+$600.3K
7,588
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$594.6K
245,565
+6%
增持
WELL
WELLTOWER INC
+$566.2K
34,850
+6%
增持
NVS
NOVARTIS AG
+$556.7K
49,831
+5%
增持
META
META PLATFORMS INC
+$536.5K
9,685
+8%
增持
SHEL
SHELL PLC
+$536.4K
82,002
+2%
增持
ADBE
ADOBE INC
+$535.5K
4,786
+14%
减持
IEMG
ISHARES INC
-$529.3K
5,568
-65%
减持
WY
WEYERHAEUSER CO MTN BE
-$500.8K
46,267
-8%
减持
JNJ
JOHNSON & JOHNSON
-$495.8K
18,558
-8%
增持
WMT
WALMART INC
+$456.3K
49,690
+3%
建仓
SCHB
SCHWAB STRATEGIC TR
+$456.1K
7,232
增持
BABA
ALIBABA GROUP HLDG LTD
+$431.7K
46,300
+13%
增持
HSBC
HSBC HLDGS PLC
+$425.1K
90,808
+5%
增持
DLR
DIGITAL RLTY TR INC
+$408.5K
21,046
+9%
增持
—
UNILEVER PLC
+$408.2K
58,991
+4%
增持
PFE
PFIZER INC
+$400.4K
52,975
+36%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$387.5K
157,698
+7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$367.6K
22,121
-7%
增持
TXN
TEXAS INSTRS INC
+$365.6K
10,653
+9%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$356.3K
143,522
+8%
增持
SAP
SAP SE
+$354.6K
21,166
+5%
增持
QCOM
QUALCOMM INC
+$345.3K
10,547
+2%
增持
GBDC
GOLUB CAP BDC INC
+$332.1K
174,214
+20%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$328.9K
48,348
+22%
增持
NFLX
NETFLIX INC
+$320.2K
2,807
+8%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$318.2K
277,831
+6%
增持
BHP
BHP GROUP LTD
+$306.5K
63,119
+10%
增持
HON
HONEYWELL INTL INC
+$304.4K
12,005
+9%
减持
COST
COSTCO WHSL CORP NEW
+$303.1K
3,232
-3%
建仓
IJH
ISHARES TR
+$301.2K
5,147
增持
AMGN
AMGEN INC
+$300.2K
5,465
+10%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$298.8K
7,945
-7%
增持
SONY
SONY GROUP CORP
+$292.0K
29,179
+14%
减持
NKE
NIKE INC
-$281.8K
14,981
-0%
增持
AVB
AVALONBAY CMNTYS INC
+$281.8K
10,069
+4%
增持
ORCL
ORACLE CORP
+$269.8K
7,317
+20%
建仓
VUG
VANGUARD INDEX FDS
+$269.6K
720
增持
BKNG
BOOKING HOLDINGS INC
+$268.3K
391
+11%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$268.1K
12,443
-7%
增持
DEO
DIAGEO PLC
-$266.4K
12,474
+2%
增持
VTR
VENTAS INC
+$264.9K
28,992
+4%
增持
VOO
VANGUARD INDEX FDS
+$256.8K
4,696
+7%
增持
IBN
ICICI BANK LIMITED
+$254.7K
57,347
+8%
增持
RELX
RELX PLC
+$251.9K
41,555
+9%
增持
EXR
EXTRA SPACE STORAGE INC
+$248.7K
12,577
+8%
增持
AMAT
APPLIED MATLS INC
+$248.6K
3,732
+22%
增持
SO
SOUTHERN CO
+$245.7K
23,947
+7%
建仓
—
FORWARD AIR CORP
+$245.6K
12,900
增持
UNH
UNITEDHEALTH GROUP INC
+$243.9K
7,371
+4%
增持
NEE
NEXTERA ENERGY INC
+$243.5K
19,244
+10%
清仓
GD
GENERAL DYNAMICS CORP
-$237.3K
0
-100%
建仓
MLPA
GLOBAL X FDS
+$235.8K
4,861
增持
CCI
CROWN CASTLE INC
-$234.6K
39,215
+2%
增持
IRM
IRON MTN INC DEL
+$233.8K
19,085
+4%
增持
DIS
DISNEY WALT CO
-$230.7K
17,737
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$230.6K
27,748
+22%
增持
PG
PROCTER AND GAMBLE CO
+$230.6K
18,765
+6%
建仓
TQQQ
PROSHARES TR
+$229.2K
3,092
增持
COP
CONOCOPHILLIPS
-$225.6K
24,533
+3%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$220.4K
0
-100%
增持
INFY
INFOSYS LTD
+$219.0K
83,370
+10%
增持
BAC
BANK AMERICA CORP
+$209.3K
71,440
+3%
增持
O
REALTY INCOME CORP
+$208.9K
48,861
+12%
增持
INTC
INTEL CORP
-$207.6K
40,840
+23%
增持
QQQ
INVESCO QQQ TR
+$206.8K
1,256
+41%
清仓
STZ
CONSTELLATION BRANDS INC
-$204.1K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$203.7K
5,878
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$199.2K
11,943
+24%
增持
EQR
EQUITY RESIDENTIAL
+$197.7K
23,521
+5%
增持
NOW
SERVICENOW INC
+$187.5K
1,945
+10%
建仓
ECC
EAGLE POINT CREDIT COMPANY I
+$183.4K
18,250
增持
—
OXFORD LANE CAP CORP
+$179.6K
51,668
+161%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$178.9K
70,129
+4%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$174.5K
298,109
+9%
增持
APH
AMPHENOL CORP NEW
+$174.4K
15,794
+105%
清仓
JOBY
JOBY AVIATION INC
-$173.9K
0
-100%
增持
CAT
CATERPILLAR INC
-$172.8K
5,811
+1%
增持
PSA
PUBLIC STORAGE OPER CO
+$168.2K
10,876
+7%
增持
INTU
INTUIT
+$164.6K
2,729
+9%
减持
CSCO
CISCO SYS INC
-$162.4K
37,486
-4%
建仓
WDI
WESTERN ASSET DIVERSIFIED IN
+$161.0K
11,100
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$154.0K
43,777
-6%
增持
DHR
DANAHER CORPORATION
+$152.3K
8,268
+8%
增持
ESS
ESSEX PPTY TR INC
+$152.1K
4,293
+3%
增持
BTI
BRITISH AMERN TOB PLC
+$149.9K
56,506
+8%
清仓
TFSL
TFS FINL CORP
-$146.3K
0
-100%
增持
HD
HOME DEPOT INC
-$134.7K
8,211
+6%
增持
RIO
RIO TINTO PLC
+$132.4K
26,715
+9%
减持
SUI
SUN CMNTYS INC
-$130.6K
8,715
-5%
增持
CMCSA
COMCAST CORP NEW
+$124.9K
21,600
+30%
增持
ING
ING GROEP N.V.
+$124.2K
79,085
+6%
增持
PEP
PEPSICO INC
-$122.1K
16,412
+2%
增持
ABT
ABBOTT LABS
-$118.9K
22,519
+4%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$118.3K
54,778
+13%
增持
LYG
LLOYDS BANKING GROUP PLC
+$116.7K
379,401
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$113.7K
47,911
+8%
增持
VICI
VICI PPTYS INC
+$112.9K
70,355
+10%
减持
VALE
VALE S A
-$106.5K
94,812
-1%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$105.3K
129,197
+9%
减持
UBER
UBER TECHNOLOGIES INC
-$104.9K
10,253
-7%
增持
RTX
RTX CORPORATION
+$102.5K
19,482
+3%
增持
EQNR
EQUINOR ASA
+$101.3K
29,388
+8%
增持
INVH
INVITATION HOMES INC
+$96.0K
41,312
+6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$95.6K
33,343
+7%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$95.0K
203,269
+3%
增持
WFC
WELLS FARGO CO NEW
+$90.3K
42,113
+1%
减持
PAYX
PAYCHEX INC
-$89.5K
6,972
-7%
增持
STM
STMICROELECTRONICS N V
+$88.7K
11,112
+38%
增持
IVV
ISHARES TR
+$87.0K
3,729
+0%
增持
BA
BOEING CO
+$87.0K
6,353
+15%
增持
AMH
AMERICAN HOMES 4 RENT
+$86.2K
22,270
+10%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$82.3K
129,960
+4%
增持
FPE
FIRST TR EXCH TRADED FD III
+$81.8K
184,917
+2%
