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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 150 项建仓 38增持 56减持 42清仓 14

方向

标的

Δ市值

现股数(环比)

增持

ACWI ISHARES TR

+$12.1M

158,564 +190%

增持

AMLP ALPS ETF TR

+$10.3M

1,072,407 +22%

增持

GOOGL ALPHABET INC

+$8.1M

92,836 +63%

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

NVDA NVIDIA CORPORATION

+$7.0M

169,004 +31%

增持

AMZN AMAZON COM INC

+$6.7M

74,719 +43%

增持

AAPL APPLE INC

+$6.5M

121,788 +18%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$5.6M

96,388 +25%

增持

AVGO BROADCOM INC

+$5.0M

40,971 +56%

增持

MSFT MICROSOFT CORP

+$4.6M

57,290 +26%

增持

META META PLATFORMS INC

+$4.4M

17,041 +75%

建仓

BIL SPDR SER TR

+$4.3M

47,073

减持

JPST J P MORGAN EXCHANGE TRADED F

-$3.9M

360,326 -18%

建仓

MSDL MORGAN STANLEY DIRECT LENDIN

+$3.4M

161,561

减持

TSLA TESLA INC

+$3.2M

26,175 -7%

减持

PLD PROLOGIS INC.

-$3.0M

57,535 -20%

增持

LLY ELI LILLY & CO

+$2.9M

10,019 +82%

增持

JPM JPMORGAN CHASE & CO.

+$2.7M

28,723 +44%

建仓

MFIC MIDCAP FINANCIAL INVSTMNT CO

+$2.5M

186,505

建仓

IWP ISHARES TR

+$2.4M

18,819

建仓

OCSL OAKTREE SPECIALTY LENDING CO

+$2.3M

153,731

增持

WMT WALMART INC

+$2.3M

73,513 +37%

建仓

PSEC PROSPECT CAP CORP

+$2.2M

508,914

减持

NVO NOVO-NORDISK A S

-$2.1M

61,658 -1%

建仓

NMFC NEW MTN FIN CORP

+$2.1M

189,129

减持

ARCC ARES CAPITAL CORP

-$2.0M

674,715 -16%

减持

CCI CROWN CASTLE INC

-$2.0M

23,330 -32%

减持

AMT AMERICAN TOWER CORP NEW

-$1.9M

31,519 -5%

减持

NVS NOVARTIS AG

-$1.8M

40,525 -20%

建仓

CSWC CAPITAL SOUTHWEST CORP

+$1.8M

83,531

减持

BHP BHP GROUP LTD

-$1.7M

51,026 -23%

增持

GE GE AEROSPACE

+$1.7M

11,275 +900%

增持

ISRG INTUITIVE SURGICAL INC

+$1.6M

3,595 +616%

增持

GS GOLDMAN SACHS GROUP INC

+$1.6M

6,306 +56%

增持

V VISA INC

+$1.6M

15,251 +30%

减持

SHEL SHELL PLC

-$1.6M

61,755 -25%

建仓

IWS ISHARES TR

+$1.5M

11,407

减持

LOW LOWES COS INC

-$1.5M

1,628 -76%

建仓

JAAA JANUS DETROIT STR TR

+$1.4M

27,500

减持

SBUX STARBUCKS CORP

-$1.4M

8,158 -62%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.3M

15,873 +24%

建仓

IWO ISHARES TR

+$1.3M

4,560

建仓

ELV ELEVANCE HEALTH INC

+$1.3M

3,524

建仓

PGR PROGRESSIVE CORP

+$1.3M

5,239

增持

COST COSTCO WHSL CORP NEW

+$1.2M

4,279 +42%

增持

IYR ISHARES TR

+$1.2M

20,335 +215%

建仓

PANW PALO ALTO NETWORKS INC

+$1.2M

6,623

增持

DBMF LITMAN GREGORY FDS TR

+$1.2M

1,857,242 +10%

建仓

VIOV VANGUARD ADMIRAL FDS INC

+$1.2M

12,814

增持

MLPA GLOBAL X FDS

+$1.2M

30,144 +386%

增持

USRT ISHARES TR

+$1.2M

31,896 +209%

增持

MCD MCDONALDS CORP

+$1.2M

9,410 +85%

减持

NEE NEXTERA ENERGY INC

-$1.2M

6,147 -67%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$1.1M

9,806 -70%

增持

— EATON CORP PLC

+$1.1M

4,065 +434%

增持

HD HOME DEPOT INC

+$1.1M

11,150 +39%

增持

— EXXON MOBIL CORP

-$1.1M

153,513 +2%

减持

KMLM KRANESHARES TRUST

-$1.1M

7,914 -82%

减持

VALE VALE S A

-$1.1M

11,030 -89%

建仓

XLK SELECT SECTOR SPDR TR

+$1.0M

4,514

减持

TM TOYOTA MOTOR CORP

-$1.0M

22,119 -26%

减持

BABA ALIBABA GROUP HLDG LTD

-$1.0M

46,904 -1%

增持

NFLX NETFLIX INC

+$1.0M

3,347 +21%

建仓

SCHO SCHWAB STRATEGIC TR

+$1.0M

41,816

减持

TAK TAKEDA PHARMACEUTICAL CO LTD

-$987.4K

17,227 -80%

增持

UNP UNION PAC CORP

+$980.7K

10,349 +85%

减持

— ASTRAZENECA PLC

-$952.3K

68,204 -2%

建仓

BCS BARCLAYS PLC

+$950.7K

71,536

增持

MA MASTERCARD INCORPORATED

+$933.6K

8,194 +20%

清仓

BIDU BAIDU INC

-$911.8K

0 -100%

减持

NKE NIKE INC

-$902.1K

3,054 -76%

减持

SBAC SBA COMMUNICATIONS CORP NEW

-$876.8K

5,921 -32%

减持

PDD PDD HOLDINGS INC

-$855.0K

13,349 -16%

清仓

HST HOST HOTELS & RESORTS INC

-$854.4K

0 -100%

减持

DE DEERE & CO

-$853.1K

574 -78%

增持

CAT CATERPILLAR INC

+$847.9K

8,537 +48%

建仓

MU MICRON TECHNOLOGY INC

+$843.0K

10,003

清仓

REG REGENCY CTRS CORP

-$819.2K

0 -100%

清仓

AMH AMERICAN HOMES 4 RENT

-$808.1K

0 -100%

清仓

WDS WOODSIDE ENERGY GROUP LTD

-$801.1K

0 -100%

增持

MAIN MAIN STR CAP CORP

+$797.4K

66,168 +8%

增持

DIS DISNEY WALT CO

+$790.8K

22,376 +26%

增持

HON HONEYWELL INTL INC

+$789.9K

14,423 +21%

清仓

NTES NETEASE INC

-$788.0K

0 -100%

减持

ARE ALEXANDRIA REAL ESTATE EQ IN

-$777.7K

8,335 -38%

建仓

DOC HEALTHPEAK PROPERTIES INC

+$771.5K

38,061

减持

EQIX EQUINIX INC

-$760.9K

5,329 -18%

清仓

REXR REXFORD INDL RLTY INC

-$756.2K

0 -100%

增持

ABBV ABBVIE INC

+$755.8K

19,056 +43%

增持

BAC BANK AMERICA CORP

+$734.3K

77,874 +15%

清仓

EQNR EQUINOR ASA

-$730.2K

0 -100%

建仓

IWN ISHARES TR

+$728.8K

4,439

建仓

UDR UDR INC

+$713.5K

16,437

增持

— ASML HOLDING N V

-$700.0K

8,495 +7%

减持

VICI VICI PPTYS INC

-$680.4K

61,249 -17%

建仓

VIOG VANGUARD ADMIRAL FDS INC

+$672.0K

5,778

建仓

IVOV VANGUARD ADMIRAL FDS INC

+$654.7K

6,851

增持

C CITIGROUP INC

+$651.1K

36,093 +20%

清仓

PUK PRUDENTIAL PLC

-$634.7K

0 -100%

增持

WFC WELLS FARGO CO NEW

+$628.2K

42,506 +2%

增持

CRWD CROWDSTRIKE HLDGS INC

+$616.3K

2,707 +145%

建仓

BXP BXP INC

+$612.1K

8,125

增持

DLR DIGITAL RLTY TR INC

+$611.2K

21,514 +8%

增持

CVX CHEVRON CORP NEW

+$610.2K

19,683 +29%

建仓

LRCX LAM RESEARCH CORP

+$586.8K

8,098

增持

AMAT APPLIED MATLS INC

+$576.5K

8,067 +122%

建仓

FTSM FIRST TR EXCHANGE-TRADED FD

+$575.3K

9,626

增持

ORCL ORACLE CORP

+$566.5K

10,763 +49%

增持

IWF ISHARES TR

+$560.0K

2,618 +100%

减持

— UNILEVER PLC

-$554.2K

56,550 -2%

减持

BP BP PLC

-$545.6K

53,563 -21%

增持

CSCO CISCO SYS INC

+$542.4K

44,220 +13%

减持

INTC INTEL CORP

-$536.1K

38,314 -31%

减持

WPC WP CAREY INC

-$533.6K

15,834 -29%

增持

WELL WELLTOWER INC

+$531.5K

36,788 +15%

建仓

WM WASTE MGMT INC DEL

+$527.7K

2,615

建仓

MORN MORNINGSTAR INC

+$518.6K

1,540

建仓

SCHW SCHWAB CHARLES CORP

+$514.1K

6,947

建仓

BIZD VANECK ETF TRUST

+$508.6K

30,584

减持

CMCSA COMCAST CORP NEW

-$505.7K

6,256 -65%

增持

NOW SERVICENOW INC

+$504.2K

2,114 +9%

增持

PSX PHILLIPS 66

+$498.0K

9,253 +119%

建仓

EFV ISHARES TR

+$492.7K

9,390

增持

UBER UBER TECHNOLOGIES INC

+$489.5K

20,056 +109%

增持

BXSL BLACKSTONE SECD LENDING FD

+$486.7K

139,852 +2%

减持

BUD ANHEUSER BUSCH INBEV SA/NV

-$483.9K

19,861 -11%

建仓

PHM PULTE GROUP INC

+$483.4K

4,430

增持

HTGC HERCULES CAPITAL INC

+$467.0K

158,087 +15%

增持

BA BOEING CO

+$466.4K

7,205 +35%

减持

CRM SALESFORCE INC

+$464.2K

9,189 -4%

清仓

ONT MONTROSE ENVIRONMENTAL GROUP

-$461.4K

0 -100%

建仓

GOOG ALPHABET INC

+$457.2K

2,401

建仓

PYPL PAYPAL HLDGS INC

+$454.0K

5,319

减持

WY WEYERHAEUSER CO MTN BE

-$432.7K

41,220 -12%

增持

PAYX PAYCHEX INC

+$425.4K

9,650 +40%

增持

CPT CAMDEN PPTY TR

+$421.5K

5,868 +175%

减持

GSBD GOLDMAN SACHS BDC INC

-$417.2K

135,528 -9%

清仓

STM STMICROELECTRONICS N V

-$415.8K

0 -100%

建仓

STZ CONSTELLATION BRANDS INC

+$411.9K

1,864

建仓

EOG EOG RES INC

+$410.2K

3,346

减持

RIO RIO TINTO PLC

-$407.0K

21,913 -8%

减持

VCIT VANGUARD SCOTTSDALE FDS

-$396.5K

83,131 -2%

减持

JD JD.COM INC

-$387.3K

28,355 -17%

减持

VTV VANGUARD INDEX FDS

-$384.3K

2,639 -45%

清仓

SAFE SAFEHOLD INC

-$383.7K

0 -100%

减持

FPE FIRST TR EXCH TRADED FD III

-$382.5K

234,841 -6%

减持

DRSK ETF SER SOLUTIONS

-$381.2K

249,707 -2%

清仓

— FORWARD AIR CORP

-$377.7K

0 -100%

清仓

GOOS CANADA GOOSE HLDGS INC

-$376.4K

0 -100%

增持

SAP SAP SE

+$373.9K

21,370 +0%

建仓

RBA RB GLOBAL INC

+$373.7K

4,143