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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 57
减持 41
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
DBMF
LITMAN GREGORY FDS TR
-$47.2M
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$25.7M
958,195
+112%
增持
ACWI
ISHARES TR
+$17.5M
276,103
+79%
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。
清仓
ACIO
ETF SER SOLUTIONS
-$13.9M
0
-100%
清仓
RDVY
FIRST TR EXCHANGE TRADED FD
-$10.4M
0
-100%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$8.5M
0
-100%
清仓
DRSK
ETF SER SOLUTIONS
-$7.5M
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$7.4M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$6.3M
155,848
-6%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$6.2M
0
-100%
增持
AMLP
ALPS ETF TR
+$5.9M
1,311,189
+17%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$5.9M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.0M
93,767
-4%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$4.8M
0
-100%
增持
BIZD
VANECK ETF TRUST
+$4.5M
337,401
+465%
减持
AAPL
APPLE INC
-$4.5M
104,702
-12%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$4.5M
0
-100%
增持
TDW
TIDEWATER INC NEW
+$3.8M
182,226
+70%
增持
MLPX
GLOBAL X FDS
+$3.2M
54,894
+1321%
清仓
HMOP
HARTFORD FDS EXCHANGE TRADED
-$3.1M
0
-100%
减持
MSFT
MICROSOFT CORP
+$3.1M
48,179
-13%
减持
AVGO
BROADCOM INC
+$2.9M
35,078
-11%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$2.7M
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$2.4M
0
-100%
减持
META
META PLATFORMS INC
+$2.0M
15,940
-6%
减持
—
EXXON MOBIL CORP
-$2.0M
149,104
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.8M
8,206
-2%
减持
AMZN
AMAZON COM INC
+$1.7M
72,820
-2%
增持
TSLA
TESLA INC
+$1.6M
29,663
+0%
清仓
PDD
PDD HOLDINGS INC
-$1.6M
0
-100%
增持
IYR
ISHARES TR
+$1.6M
37,035
+82%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
29,960
+2%
清仓
PAYX
PAYCHEX INC
-$1.5M
0
-100%
建仓
CGBD
CARLYLE SECURED LENDING INC
+$1.3M
90,991
清仓
JD
JD.COM INC
-$1.2M
0
-100%
增持
SAP
SAP SE
+$1.1M
22,946
+5%
减持
NFLX
NETFLIX INC
+$1.1M
3,243
-6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
8,189
清仓
CLOZ
SERIES PORTFOLIOS TR
-$1.1M
0
-100%
减持
GOOGL
ALPHABET INC
+$1.0M
86,247
-6%
增持
EQIX
EQUINIX INC
+$993.5K
6,906
+23%
减持
GS
GOLDMAN SACHS GROUP INC
+$987.9K
6,327
-2%
增持
DLR
DIGITAL RLTY TR INC
+$958.7K
23,676
+7%
减持
—
ASML HOLDING N V
+$903.9K
8,139
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$886.2K
33,192
+10%
减持
ARCC
ARES CAPITAL CORP
-$865.3K
662,019
-3%
增持
PM
PHILIP MORRIS INTL INC
+$845.3K
6,412
+207%
减持
ORCL
ORACLE CORP
+$778.7K
10,705
-3%
增持
WELL
WELLTOWER INC
+$768.5K
43,021
+13%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$759.1K
408,041
+17%
清仓
KMLM
KRANESHARES TRUST
-$756.6K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$729.3K
17,885
+2%
增持
BIL
SPDR SERIES TRUST
+$728.9K
31,902
+33%
建仓
NWG
NATWEST GROUP PLC
+$686.3K
48,503
清仓
FUMB
FIRST TR EXCH TRADED FD III
-$680.1K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$668.7K
21,466
-11%
建仓
AMH
AMERICAN HOMES 4 RENT
+$664.4K
18,420
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$641.2K
137,708
+19%
减持
INTU
INTUIT
+$634.1K
3,392
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$627.1K
16,662
+1%
增持
SAN
BANCO SANTANDER S.A.
+$619.3K
345,069
+4%
建仓
REG
REGENCY CTRS CORP
+$615.2K
8,612
增持
C
CITIGROUP INC
+$600.6K
37,348
+2%
增持
NOW
SERVICENOW INC
+$584.7K
2,234
+4%
减持
USRT
ISHARES TR
-$578.9K
30,446
-25%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$575.8K
3,854
-10%
增持
MAIN
MAIN STR CAP CORP
+$567.8K
76,678
+10%
减持
CVX
CHEVRON CORP NEW
-$563.6K
18,644
-4%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$559.6K
46,560
+328%
增持
HDB
HDFC BANK LTD
+$552.7K
40,339
+5%
增持
BAC
BANK AMERICA CORP
+$550.4K
80,957
+2%
减持
GE
GE AEROSPACE
+$546.3K
11,156
-4%
减持
LLY
ELI LILLY & CO
-$541.4K
10,702
-1%
增持
IRM
IRON MTN INC DEL
+$524.2K
22,341
+8%
增持
VOO
VANGUARD INDEX FDS
+$522.3K
5,010
+10%
减持
APH
AMPHENOL CORP NEW
+$521.5K
16,769
-2%
减持
MLPA
GLOBAL X FDS
-$479.8K
22,549
-25%
增持
GBDC
GOLUB CAP BDC INC
+$477.6K
279,449
+18%
建仓
HLN
HALEON PLC
+$477.2K
46,014
清仓
EFV
ISHARES TR
-$473.1K
0
-100%
建仓
ITUB
ITAU UNIBANCO HLDG S A
+$461.5K
67,899
建仓
VALE
VALE S A
+$457.9K
47,154
增持
CRWD
CROWDSTRIKE HLDGS INC
+$449.7K
2,267
+15%
减持
PEP
PEPSICO INC
-$447.5K
14,010
-8%
建仓
ARGX
ARGENX SE
+$441.0K
800
增持
NVS
NOVARTIS AG
+$433.1K
42,083
+5%
减持
COP
CONOCOPHILLIPS
-$425.9K
18,388
-9%
建仓
PUK
PRUDENTIAL PLC
+$421.8K
16,858
减持
CAT
CATERPILLAR INC
+$421.6K
8,370
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$420.3K
375
-1%
增持
SBUX
STARBUCKS CORP
+$400.1K
11,733
+70%
减持
DIS
DISNEY WALT CO
+$398.3K
20,835
-7%
增持
TXN
TEXAS INSTRS INC
+$387.0K
12,036
+0%
增持
GSBD
GOLDMAN SACHS BDC INC
+$384.9K
185,208
+26%
增持
BTI
BRITISH AMERN TOB PLC
+$384.2K
48,756
+3%
增持
QQQ
INVESCO QQQ TR
+$372.7K
1,874
+33%
建仓
KB
KB FINL GROUP INC
+$372.2K
4,507
建仓
WDS
WOODSIDE ENERGY GROUP LTD
+$365.8K
23,706
减持
UBER
UBER TECHNOLOGIES INC
+$362.5K
19,908
-3%
增持
ABBV
ABBVIE INC
-$360.3K
18,850
+0%
增持
WFC
WELLS FARGO CO NEW
+$360.2K
35,903
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$360.1K
3,582
-64%
增持
V
VISA INC
+$357.3K
15,766
+3%
增持
NVO
NOVO-NORDISK A S
+$354.8K
59,734
+10%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$350.8K
0
-100%
建仓
NOK
NOKIA CORP
+$347.6K
67,104
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$347.0K
25,500
增持
RTX
RTX CORPORATION
+$334.1K
20,168
+2%
建仓
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$333.4K
28,807
建仓
IX
ORIX CORP
+$331.0K
14,699
减持
MRK
MERCK & CO INC
-$327.6K
23,797
-4%
增持
NGG
NATIONAL GRID PLC
+$325.6K
22,373
+6%
增持
CSWC
CAPITAL SOUTHWEST CORP
+$324.9K
100,105
+22%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$319.8K
6,866
+15%
减持
—
EATON CORP PLC
+$319.8K
4,027
-1%
减持
CSCO
CISCO SYS INC
+$318.0K
43,621
-2%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$316.2K
797
减持
MU
MICRON TECHNOLOGY INC
+$315.8K
9,486
-2%
增持
TELFY
TELEFONICA S A
+$315.1K
83,094
+208%
增持
BCS
BARCLAYS PLC
+$311.6K
78,290
+7%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$309.3K
139,672
+4%
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$301.7K
0
-100%
增持
VICI
VICI PPTYS INC
+$301.2K
71,100
+13%
增持
PSEC
PROSPECT CAP CORP
+$300.2K
680,135
+50%
建仓
VRT
VERTIV HOLDINGS CO
+$293.9K
2,289
建仓
VOD
VODAFONE GROUP PLC NEW
+$293.6K
27,473
建仓
GFI
GOLD FIELDS LTD
+$293.1K
12,384
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$293.0K
2,845
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$292.2K
34,459
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$291.4K
23,231
减持
VTI
VANGUARD INDEX FDS
-$290.2K
864
-57%
增持
COST
COSTCO WHSL CORP NEW
+$289.8K
4,330
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$285.0K
9,739
-8%
减持
WMT
WALMART INC
+$281.4K
83,279
-10%
增持
RELX
RELX PLC
+$280.9K
43,523
+5%
建仓
EQNR
EQUINOR ASA
+$278.3K
11,070
建仓
EME
EMCOR GROUP INC
+$278.1K
520
减持
BP
BP PLC
-$272.3K
53,960
-3%
增持
SONY
SONY GROUP CORP
+$269.0K
144,160
+4%
增持
HSBC
HSBC HLDGS PLC
+$256.8K
84,074
+3%
减持
AMAT
APPLIED MATLS INC
+$255.9K
7,766
-3%
增持
PSA
PUBLIC STORAGE OPER CO
+$253.8K
12,326
+8%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$245.5K
2,651
增持
CCI
CROWN CASTLE INC
+$243.5K
25,801
+13%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$241.9K
2,415
减持
ELV
ELEVANCE HEALTH INC
-$240.3K
1,971
-15%
建仓
FSLR
FIRST SOLAR INC
+$240.0K
1,450
清仓
ROCK
GIBRALTAR INDS INC
-$238.0K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$237.3K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$236.8K
4,614
+2%
