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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 72
减持 51
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
ACIO
ETF SER SOLUTIONS
+$13.5M
339,301
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$8.4M
8,541
-95%
建仓
DRSK
ETF SER SOLUTIONS
+$7.2M
255,499
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
FVD
FIRST TR VALUE LINE DIVID IN
-$4.9M
5,425
-96%
增持
AMLP
ALPS ETF TR
+$4.5M
877,080
+14%
增持
TSLA
TESLA INC
+$2.9M
28,013
+26%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.8M
168,192
+29%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.6M
0
-100%
减持
AAPL
APPLE INC
+$2.1M
102,859
-1%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$1.9M
298,073
+47%
增持
DBMF
LITMAN GREGORY FDS TR
-$1.8M
1,684,500
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
129,254
+15%
减持
USRT
ISHARES TR
-$1.7M
10,337
-76%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.6M
47,259
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.5M
84,411
+20%
增持
NVO
NOVO-NORDISK A S
-$1.4M
62,589
+1%
增持
PLD
PROLOGIS INC.
+$1.3M
71,527
+5%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.3M
250,781
+36%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
133,117
+26%
增持
—
ASML HOLDING N V
-$1.2M
7,906
+4%
增持
TDW
TIDEWATER INC NEW
+$975.9K
126,050
+49%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$975.8K
37,279
+98%
增持
WMT
WALMART INC
+$960.3K
53,558
+8%
增持
GOOGL
ALPHABET INC
-$896.6K
56,965
+0%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$839.3K
68,746
+42%
减持
EQIX
EQUINIX INC
+$822.3K
6,518
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$796.8K
264,252
+8%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$778.0K
15,240
-72%
增持
LLY
ELI LILLY & CO
+$770.5K
5,494
+21%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$764.6K
32,533
+47%
建仓
FSLR
FIRST SOLAR INC
+$723.4K
2,900
增持
META
META PLATFORMS INC
+$699.6K
9,753
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$645.5K
45,351
+36%
增持
SBUX
STARBUCKS CORP
+$644.5K
21,487
+15%
增持
SAP
SAP SE
+$618.2K
21,334
+1%
减持
ONT
MONTROSE ENVIRONMENTAL GROUP
-$601.0K
17,545
-26%
增持
BHP
BHP GROUP LTD
+$598.1K
66,078
+5%
增持
GBDC
GOLUB CAP BDC INC
+$592.7K
220,359
+26%
建仓
VTI
VANGUARD INDEX FDS
+$587.2K
2,067
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$559.8K
12,769
-2%
增持
CRM
SALESFORCE INC
+$548.2K
9,528
+19%
增持
JD
JD.COM INC
+$543.7K
34,259
+7%
增持
SONY
SONY GROUP CORP
+$527.5K
31,130
+7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$527.3K
77,165
-4%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$523.9K
8,656
+9%
减持
—
UNILEVER PLC
+$516.7K
57,891
-2%
减持
PSA
PUBLIC STORAGE OPER CO
+$515.3K
10,014
-8%
减持
FUMB
FIRST TR EXCHANGE-TRADED FD
-$500.7K
35,977
-41%
增持
—
ACCENTURE PLC IRELAND
+$500.4K
6,461
+10%
增持
IAU
ISHARES GOLD TR
+$494.2K
30,579
+31%
增持
JNJ
JOHNSON & JOHNSON
+$487.8K
19,747
+6%
增持
NVS
NOVARTIS AG
+$487.6K
50,362
+1%
增持
SHEL
SHELL PLC
-$477.8K
82,503
+1%
减持
WELL
WELLTOWER INC
+$471.8K
32,062
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$454.4K
9,977
-1%
增持
VICI
VICI PPTYS INC
+$453.7K
73,974
+5%
增持
IYR
ISHARES TR
+$423.3K
6,452
+142%
增持
MSFT
MICROSOFT CORP
-$418.7K
45,336
+2%
减持
HD
HOME DEPOT INC
+$416.6K
8,004
-3%
减持
ACWI
ISHARES TR
-$375.9K
54,602
-11%
增持
AGG
ISHARES TR
+$375.0K
9,204
+60%
减持
RTX
RTX CORPORATION
+$369.6K
19,193
-1%
减持
COP
CONOCOPHILLIPS
-$369.2K
23,147
-6%
减持
IRM
IRON MTN INC DEL
+$367.8K
17,485
-8%
减持
CVX
CHEVRON CORP NEW
-$356.9K
15,215
-8%
增持
NGG
NATIONAL GRID PLC
+$353.0K
20,733
+18%
增持
—
LINDE PLC
+$351.8K
6,778
+3%
减持
BP
BP PLC
-$351.6K
67,823
-1%
增持
SO
SOUTHERN CO
+$350.3K
24,483
+2%
增持
LOW
LOWES COS INC
+$349.0K
6,847
+0%
减持
BA
BOEING CO
-$347.5K
5,320
-16%
增持
WPC
WP CAREY INC
+$334.1K
22,321
+16%
清仓
ADC
AGREE RLTY CORP
-$321.4K
0
-100%
增持
BTI
BRITISH AMERN TOB PLC
+$320.5K
56,539
+0%
增持
TM
TOYOTA MOTOR CORP
-$315.4K
29,937
+8%
减持
CAT
CATERPILLAR INC
+$313.3K
5,750
-1%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$309.9K
1,105
减持
MA
MASTERCARD INCORPORATED
+$307.9K
6,847
-2%
增持
DHR
DANAHER CORPORATION
+$307.2K
8,535
+3%
建仓
SPGI
S&P GLOBAL INC
+$300.2K
581
建仓
KKR
KKR & CO INC
+$297.1K
2,275
增持
CSCO
CISCO SYS INC
+$294.5K
38,997
+4%
建仓
SFNC
SIMMONS 1ST NATL CORP
+$291.6K
13,408
清仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$289.8K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
+$289.0K
33,102
-12%
减持
O
REALTY INCOME CORP
+$283.5K
45,164
-8%
增持
MAIN
MAIN STR CAP CORP
+$282.8K
61,403
+11%
增持
QCOM
QUALCOMM INC
-$282.7K
10,691
+1%
增持
KMLM
KRANESHARES TRUST
+$281.3K
43,943
+28%
增持
WY
WEYERHAEUSER CO MTN BE
+$279.6K
47,049
+2%
建仓
LQD
ISHARES TR
+$272.7K
2,414
增持
BIDU
BAIDU INC
+$271.9K
8,660
+17%
建仓
MS
MORGAN STANLEY
+$271.0K
2,600
增持
HSBC
HSBC HLDGS PLC
+$267.6K
93,333
+3%
减持
VTR
VENTAS INC
+$256.7K
27,177
-6%
减持
CCI
CROWN CASTLE INC
+$249.6K
34,400
-12%
增持
PG
PROCTER AND GAMBLE CO
+$236.8K
19,235
+3%
增持
BX
BLACKSTONE INC
+$233.6K
6,379
+6%
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$233.4K
2,913
减持
NEE
NEXTERA ENERGY INC
+$233.0K
18,877
-2%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$230.9K
0
-100%
清仓
TQQQ
PROSHARES TR
-$229.2K
0
-100%
清仓
DOCT
FIRST TR EXCHNG TRADED FD VI
-$220.7K
0
-100%
减持
ABBV
ABBVIE INC
+$218.7K
13,320
-5%
减持
INFY
INFOSYS LTD
+$218.2K
80,646
-3%
建仓
FCX
FREEPORT-MCMORAN INC
+$213.4K
4,274
建仓
GE
GE AEROSPACE
+$213.0K
1,128
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$207.9K
113,467
+14%
减持
NOW
SERVICENOW INC
+$206.8K
1,942
-0%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$205.9K
4,604
建仓
GEM
GOLDMAN SACHS ETF TR
+$204.1K
5,813
建仓
TRV
TRAVELERS COMPANIES INC
+$202.7K
866
减持
MCD
MCDONALDS CORP
+$198.0K
5,080
-4%
减持
—
EXXON MOBIL CORP
+$195.1K
150,065
-1%
减持
ORCL
ORACLE CORP
+$193.9K
7,201
-2%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$191.2K
85,475
+8%
增持
SAN
BANCO SANTANDER S.A.
+$190.1K
343,591
+2%
清仓
—
GLOBAL MED REIT INC
-$184.8K
0
-100%
建仓
WSR
WHITESTONE REIT
+$183.5K
13,561
建仓
—
PATRIA INVESTMENTS LIMITED
+$183.2K
16,399
减持
SMFG
SUMITOMO MITSUI FINL GROUP I
-$179.9K
138,145
-4%
建仓
MDV
MODIV INDUSTRIAL INC
+$177.4K
10,500
增持
MRK
MERCK & CO INC
-$175.5K
21,572
+2%
减持
EXR
EXTRA SPACE STORAGE INC
+$168.2K
11,781
-6%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$163.2K
278,721
+0%
增持
V
VISA INC
+$162.6K
11,699
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$161.8K
47,598
-1%
清仓
WDI
WESTERN ASSET DIVERSIFIED IN
-$161.0K
0
-100%
增持
NTES
NETEASE INC
+$160.8K
8,427
+28%
增持
SUI
SUN CMNTYS INC
+$159.1K
8,936
+3%
减持
BAC
BANK AMERICA CORP
-$152.9K
67,748
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$145.5K
6,669
-10%
减持
AMAT
APPLIED MATLS INC
-$145.3K
3,640
-2%
减持
ABT
ABBOTT LABS
+$143.9K
21,786
-3%
减持
WFC
WELLS FARGO CO NEW
-$143.7K
41,731
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$140.5K
12,663
+6%
增持
AVGO
BROADCOM INC
+$139.1K
26,290
+860%
减持
—
FORWARD AIR CORP
+$132.1K
10,670
-17%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$130.2K
13,343
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$128.9K
3,391
-5%
减持
C
CITIGROUP INC
-$119.6K
30,183
-5%
增持
RELX
RELX PLC
+$111.9K
42,530
+2%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$111.5K
4,010
+12%
减持
KIM
KIMCO RLTY CORP
+$110.8K
41,327
-5%
增持
ADBE
ADOBE INC
-$109.8K
4,923
+3%
减持
EQNR
EQUINOR ASA
-$109.2K
28,826
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$106.4K
27,981
+1%
减持
LYG
LLOYDS BANKING GROUP PLC
+$105.7K
365,851
-4%
减持
CMCSA
COMCAST CORP NEW
-$105.4K
17,728
-18%
减持
GSK
GSK PLC
+$104.8K
47,420
-1%
