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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 77
减持 45
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AMLP
ALPS ETF TR
+$6.5M
1,116,240
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.7M
452,457
+26%
减持
AAPL
APPLE INC
-$4.6M
119,082
-2%
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
TDW
TIDEWATER INC NEW
-$4.5M
106,946
-36%
减持
NVDA
NVIDIA CORPORATION
-$4.4M
166,655
-1%
减持
GOOGL
ALPHABET INC
-$3.4M
91,922
-1%
减持
MSFT
MICROSOFT CORP
-$3.2M
55,210
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.8M
98,095
+2%
减持
AVGO
BROADCOM INC
-$2.8M
39,612
-3%
增持
TSLA
TESLA INC
-$2.8M
29,609
+13%
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.2M
46,954
+0%
减持
BIL
SPDR SER TR
-$2.1M
23,956
-49%
减持
AMZN
AMAZON COM INC
-$2.1M
74,201
-1%
增持
—
EXXON MOBIL CORP
+$1.6M
153,577
+0%
减持
NVO
NOVO-NORDISK A S
-$1.5M
54,373
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
16,570
+4%
清仓
JAAA
JANUS DETROIT STR TR
-$1.4M
0
-100%
减持
DBMF
LITMAN GREGORY FDS TR
-$1.4M
1,851,764
-0%
增持
WELL
WELLTOWER INC
+$1.2M
38,099
+4%
增持
WMT
WALMART INC
+$1.2M
92,073
+25%
增持
LLY
ELI LILLY & CO
+$1.1M
10,801
+8%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$1.1M
41,050
清仓
SCHO
SCHWAB STRATEGIC TR
-$1.0M
0
-100%
增持
HSBC
HSBC HLDGS PLC
+$843.9K
81,514
+1%
减持
NVS
NOVARTIS AG
+$715.8K
39,993
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$701.7K
53,848
+36%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$681.2K
90,048
+8%
减持
SAN
BANCO SANTANDER S.A.
+$681.1K
330,593
-4%
增持
DLR
DIGITAL RLTY TR INC
-$672.6K
22,110
+3%
减持
AMT
AMERICAN TOWER CORP NEW
+$668.0K
30,159
-4%
减持
ACWI
ISHARES TR
-$667.4K
154,541
-3%
增持
SHEL
SHELL PLC
+$649.1K
62,121
+1%
增持
ARCC
ARES CAPITAL CORP
+$633.7K
683,301
+1%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$623.6K
79,413
+27%
增持
DRSK
ETF SER SOLUTIONS
+$620.9K
270,954
+9%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$600.8K
252,396
+1%
增持
CRM
SALESFORCE INC
-$583.7K
9,231
+0%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$575.3K
0
-100%
增持
SAP
SAP SE
+$572.6K
21,769
+2%
增持
SONY
SONY GROUP CORP
+$556.9K
138,840
+0%
增持
KMLM
KRANESHARES TRUST
+$534.2K
27,574
+248%
增持
NOW
SERVICENOW INC
-$529.1K
2,146
+2%
增持
EQIX
EQUINIX INC
-$524.6K
5,604
+5%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$517.2K
133,829
-1%
清仓
FSLR
FIRST SOLAR INC
-$511.1K
0
-100%
增持
BIZD
VANECK ETF TRUST
+$498.6K
59,738
+95%
减持
—
ASTRAZENECA PLC
+$474.6K
66,992
-2%
减持
ABBV
ABBVIE INC
+$473.0K
18,799
-1%
增持
USRT
ISHARES TR
+$473.0K
40,346
+26%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$470.5K
31,457
-24%
减持
WFC
WELLS FARGO CO NEW
-$469.3K
35,596
-16%
清仓
PYPL
PAYPAL HLDGS INC
-$454.0K
0
-100%
增持
ABT
ABBOTT LABS
+$453.4K
24,974
+0%
增持
PLD
PROLOGIS INC.
+$452.7K
58,624
+2%
减持
ADBE
ADOBE INC
-$450.2K
5,862
-4%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$450.1K
177,732
+6%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$449.0K
312,345
+7%
增持
GE
GE AEROSPACE
+$441.4K
11,612
+3%
增持
GBDC
GOLUB CAP BDC INC
+$436.9K
237,138
+13%
减持
COP
CONOCOPHILLIPS
-$423.2K
20,280
-20%
增持
V
VISA INC
+$420.4K
15,285
+0%
减持
JNJ
JOHNSON & JOHNSON
+$417.2K
24,114
-1%
清仓
STZ
CONSTELLATION BRANDS INC
-$411.9K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$382.4K
19,467
-1%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$380.2K
115,707
+9%
减持
LYG
LLOYDS BANKING GROUP PLC
+$378.8K
360,018
-2%
减持
KO
COCA COLA CO
+$378.2K
47,854
-1%
增持
HTGC
HERCULES CAPITAL INC
+$376.6K
184,454
+17%
减持
AMD
ADVANCED MICRO DEVICES INC
-$356.1K
17,522
-2%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$351.4K
348,356
+10%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$345.1K
7,731
增持
—
ACCENTURE PLC IRELAND
-$343.3K
7,426
+0%
增持
ACIO
ETF SER SOLUTIONS
+$336.7K
358,884
+7%
增持
IRM
IRON MTN INC DEL
-$334.5K
20,769
+4%
减持
PSEC
PROSPECT CAP CORP
-$333.8K
452,540
-11%
清仓
ALAB
ASTERA LABS INC
-$331.1K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$327.1K
2,090
增持
RTX
RTX CORPORATION
+$325.8K
19,821
+0%
减持
DHR
DANAHER CORPORATION
-$324.7K
9,163
-5%
增持
INFY
INFOSYS LTD
-$317.1K
91,056
+1%
增持
HD
HOME DEPOT INC
-$307.7K
11,251
+1%
增持
DIS
DISNEY WALT CO
-$307.1K
22,389
+0%
减持
AMGN
AMGEN INC
+$305.7K
7,028
-1%
增持
BP
BP PLC
+$304.0K
55,738
+4%
减持
DEO
DIAGEO PLC
-$303.4K
12,310
-3%
清仓
DECK
DECKERS OUTDOOR CORP
-$297.3K
0
-100%
减持
ING
ING GROEP N.V.
+$296.2K
75,537
-1%
增持
VTR
VENTAS INC
+$296.1K
30,169
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$296.0K
288,051
+7%
增持
FPE
FIRST TR EXCH TRADED FD III
+$295.6K
251,793
+7%
建仓
TRIN
TRINITY CAP INC
+$294.4K
18,600
建仓
ET
ENERGY TRANSFER L P
+$293.7K
15,700
减持
ELV
ELEVANCE HEALTH INC
-$293.0K
2,331
-34%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$291.3K
14,413
减持
PDD
PDD HOLDINGS INC
+$290.0K
13,157
-1%
减持
BA
BOEING CO
-$289.8K
5,686
-21%
减持
CCI
CROWN CASTLE INC
+$289.7K
22,890
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$285.1K
20,548
+2%
增持
SO
SOUTHERN CO
+$278.4K
29,992
+1%
建仓
SPYI
NEOS ETF TRUST
+$277.8K
5,835
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$275.1K
8,073
增持
IAU
ISHARES GOLD TR
+$272.6K
30,820
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$271.4K
10,598
+1%
减持
—
ASML HOLDING N V
-$269.1K
8,329
-2%
增持
CAT
CATERPILLAR INC
-$269.1K
8,577
+0%
减持
—
LINDE PLC
+$262.5K
6,967
-1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$258.0K
47,616
+13%
减持
HON
HONEYWELL INTL INC
-$256.0K
14,272
-1%
减持
PEP
PEPSICO INC
-$254.8K
15,255
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$253.0K
8,404
+4%
减持
PFE
PFIZER INC
-$249.7K
53,273
-11%
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$248.7K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$247.2K
5,388
+3%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$245.8K
0
-100%
清仓
DE
DEERE & CO
-$244.1K
0
-100%
减持
META
META PLATFORMS INC
-$244.0K
16,877
-1%
清仓
BALL
BALL CORP
-$237.2K
0
-100%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$236.8K
287,646
+1%
清仓
EME
EMCOR GROUP INC
-$236.0K
0
-100%
增持
NFLX
NETFLIX INC
+$235.7K
3,447
+3%
增持
MRK
MERCK & CO INC
-$235.3K
24,773
+1%
增持
O
REALTY INCOME CORP
+$233.9K
54,365
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$233.4K
46,536
+0%
清仓
NKE
NIKE INC
-$232.3K
0
-100%
增持
ORCL
ORACLE CORP
-$231.8K
11,086
+3%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$231.7K
147,525
+5%
增持
—
EATON CORP PLC
-$231.3K
4,077
+0%
增持
VICI
VICI PPTYS INC
+$228.9K
63,019
+3%
增持
RELX
RELX PLC
+$222.2K
41,550
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$221.3K
1,974
-27%
增持
JPM
JPMORGAN CHASE & CO.
+$220.6K
29,260
+2%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$216.2K
145,120
+2%
增持
FSK
FS KKR CAP CORP
+$214.2K
232,348
+5%
增持
BTI
BRITISH AMERN TOB PLC
+$212.4K
47,492
+1%
建仓
MDLZ
MONDELEZ INTL INC
+$211.0K
3,116
清仓
EXAS
EXACT SCIENCES CORP
-$206.6K
0
-100%
增持
JD
JD.COM INC
+$204.7K
28,566
+1%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$202.1K
0
-100%
清仓
IWB
ISHARES TR
-$202.0K
0
-100%
清仓
IEFA
ISHARES TR
-$201.8K
0
-100%
减持
GSK
GSK PLC
+$198.6K
46,674
-2%
增持
BCS
BARCLAYS PLC
+$193.1K
73,002
+2%
增持
MA
MASTERCARD INCORPORATED
+$181.0K
8,316
+1%
建仓
EIC
EAGLE POINT INCOME COMPANY I
+$178.3K
11,746
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$175.6K
6,315
-36%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$170.4K
45,800
+99%
增持
MSDL
MORGAN STANLEY DIRECT LENDIN
+$168.7K
174,314
+8%
增持
MCD
MCDONALDS CORP
+$166.8K
9,426
+0%
增持
—
UNILEVER PLC
+$165.0K
56,969
+1%
减持
LOW
LOWES COS INC
-$163.2K
1,044
-36%
