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Delos Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Delos Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001878326
持仓数
260
前50大市值合计
$158.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 133 项
建仓 8
增持 20
减持 59
清仓 46
方向
标的
Δ市值
现股数(环比)
减持
XLE
SELECT SECTOR SPDR TR
-$4.6M
982
-98%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$3.3M
0
-100%
清仓
IVOL
KRANESHARES TR
-$1.9M
0
-100%
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
SJB
PROSHARES TR
-$1.5M
0
-100%
清仓
BTAL
AGF INVTS TR
-$1.4M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
35,431
+25%
增持
BILS
SPDR SER TR
+$631.0K
130,864
+5%
减持
TDTT
FLEXSHARES TR
-$484.1K
137,957
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$426.9K
1,151
-50%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$293.6K
98,824
-6%
增持
QUAL
ISHARES TR
+$288.1K
11,857
+13%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$208.2K
6,516
-38%
减持
XLI
SELECT SECTOR SPDR TR
-$199.5K
1,693
-53%
减持
WM
WASTE MGMT INC DEL
-$181.5K
1,000
-57%
增持
ET
ENERGY TRANSFER L P
+$162.6K
33,524
+50%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$162.4K
8,267
-2%
减持
AEM
AGNICO EAGLE MINES LTD
+$161.8K
25,659
-0%
减持
UUP
INVESCO DB US DLR INDEX TR
-$146.0K
51,849
-3%
减持
XLP
SELECT SECTOR SPDR TR
-$133.1K
41,078
-3%
减持
GLD
SPDR GOLD TR
+$116.7K
11,244
-0%
增持
AAPL
APPLE INC
+$114.7K
6,707
+7%
减持
WMT
WALMART INC
-$102.5K
10,078
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$73.9K
23,169
-1%
清仓
ORCL
ORACLE CORP
-$71.0K
0
-100%
清仓
VIXM
PROSHARES TR II
-$70.3K
0
-100%
减持
—
ENCORE WIRE CORP
-$68.6K
115
-80%
减持
JNJ
JOHNSON & JOHNSON
-$68.0K
29
-94%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$64.6K
89,093
-2%
减持
ABBV
ABBVIE INC
-$62.2K
11
-97%
增持
AGG
ISHARES TR
+$56.0K
16,745
+1%
增持
BA
BOEING CO
+$52.2K
203
+6667%
建仓
RRC
RANGE RES CORP
+$51.7K
1,700
清仓
AVGO
BROADCOM INC
-$50.8K
0
-100%
减持
LLY
ELI LILLY & CO
-$49.3K
2
-98%
清仓
DE
DEERE & CO
-$48.5K
0
-100%
减持
POWA
INVESCO EXCH TRD SLF IDX FD
+$47.9K
38,661
-3%
建仓
TRGP
TARGA RES CORP
+$43.4K
500
增持
ZROZ
PIMCO ETF TR
+$43.3K
784
+176%
减持
REGN
REGENERON PHARMACEUTICALS
-$42.9K
2
-96%
增持
SHY
ISHARES TR
+$40.7K
28,344
+1%
增持
V
VISA INC
+$39.1K
156
+2500%
建仓
AXP
AMERICAN EXPRESS CO
+$37.5K
200
增持
MS
MORGAN STANLEY
+$37.3K
403
+13333%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$35.7K
0
-100%
清仓
MCD
MCDONALDS CORP
-$34.6K
0
-100%
增持
GDX
VANECK ETF TRUST
+$34.1K
2,996
+49%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$34.0K
29,318
-3%
建仓
LVS
LAS VEGAS SANDS CORP
+$33.2K
675
增持
—
EATON CORP PLC
+$32.3K
200
+190%
清仓
PM
PHILIP MORRIS INTL INC
-$31.1K
0
-100%
增持
CSCO
CISCO SYS INC
+$30.1K
636
+1667%
清仓
SLB
SCHLUMBERGER LTD
-$29.5K
0
-100%
增持
AMGN
AMGEN INC
+$28.9K
104
+2500%
增持
TLT
ISHARES TR
+$28.7K
745
+60%
减持
MRSH
MARSH & MCLENNAN COS INC
-$27.9K
4
-97%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$27.4K
18
-85%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.3K
7
-89%
减持
KLAC
KLA CORP
-$27.0K
1
-98%
减持
UNP
UNION PAC CORP
-$26.4K
1
-99%
减持
SPHD
INVESCO EXCH TRADED FD TR II
+$26.3K
41,298
-1%
减持
CVX
CHEVRON CORP NEW
-$24.7K
415
-23%
清仓
NVO
NOVO-NORDISK A S
-$23.9K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$22.9K
0
-100%
建仓
PPG
PPG INDS INC
+$22.4K
150
减持
FLRN
SPDR SER TR
-$22.2K
1,799
-28%
减持
GD
GENERAL DYNAMICS CORP
-$22.1K
16
-86%
减持
—
EXXON MOBIL CORP
-$21.7K
83
-69%
减持
BAC
BANK AMERICA CORP
-$20.8K
136
-85%
减持
TXN
TEXAS INSTRS INC
-$20.3K
3
-98%
清仓
DINO
HF SINCLAIR CORP
-$19.3K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$18.8K
0
-100%
清仓
FDS
FACTSET RESH SYS INC
-$18.8K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$17.8K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$17.5K
1
-98%
减持
ADI
ANALOG DEVICES INC
-$17.0K
27
-78%
减持
PEP
PEPSICO INC
-$16.6K
2
-98%
减持
—
CHUBB LIMITED
-$16.5K
6
-93%
减持
KO
COCA COLA CO
-$16.2K
8
-97%
减持
LNT
ALLIANT ENERGY CORP
+$16.1K
26,778
-1%
增持
—
PIONEER NAT RES CO
+$15.9K
771
+16%
清仓
YUM
YUM BRANDS INC
-$15.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$14.9K
3,469
-12%
清仓
EOG
EOG RES INC
-$14.8K
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
-$14.8K
970
-18%
减持
COP
CONOCOPHILLIPS
-$14.3K
28
-81%
建仓
DAL
DELTA AIR LINES INC DEL
+$14.1K
350
清仓
WMB
WILLIAMS COS INC
-$13.8K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$13.8K
0
-100%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
+$13.0K
21,871
-5%
减持
KMI
KINDER MORGAN INC DEL
-$12.8K
121
-86%
清仓
ALL
ALLSTATE CORP
-$12.4K
0
-100%
清仓
—
KELLOGG CO
-$12.2K
0
-100%
清仓
CME
CME GROUP INC
-$12.2K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$11.6K
2
-93%
减持
PNC
PNC FINL SVCS GROUP INC
-$11.2K
9
-91%
减持
DUK
DUKE ENERGY CORP NEW
-$11.0K
7
-95%
清仓
IJH
ISHARES TR
-$10.6K
0
-100%
减持
—
TE CONNECTIVITY LTD
-$9.5K
8
-90%
减持
MDLZ
MONDELEZ INTL INC
-$9.1K
15
-90%
清仓
DGRO
ISHARES TR
-$8.8K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$8.3K
409
-16%
减持
USMV
ISHARES TR
-$7.8K
169
-40%
清仓
PSX
PHILLIPS 66
-$7.5K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$7.4K
0
-100%
清仓
HSY
HERSHEY CO
-$7.1K
0
-100%
清仓
AEE
AMEREN CORP
-$7.1K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$6.2K
0
-100%
减持
PFE
PFIZER INC
-$6.1K
650
-7%
减持
IVW
ISHARES TR
-$6.0K
530
-17%
清仓
EXR
EXTRA SPACE STORAGE INC
-$5.8K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$5.1K
0
-100%
减持
RPG
INVESCO EXCHANGE TRADED FD T
+$5.0K
28,915
-2%
清仓
SON
SONOCO PRODS CO
-$4.9K
0
-100%
建仓
CELH
CELSIUS HLDGS INC
+$4.9K
90
清仓
—
PROSHARES TR II
-$4.8K
0
-100%
清仓
DTE
DTE ENERGY CO
-$4.1K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$2.7K
0
-100%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$2.3K
2,705
-7%
减持
MRK
MERCK & CO INC
-$2.2K
400
-5%
减持
GOOG
ALPHABET INC
-$1.7K
1,830
-3%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5K
0
-100%
清仓
CLOU
GLOBAL X FDS
-$1.0K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$276
0
-100%
减持
GOOGL
ALPHABET INC
-$255
7,587
-3%
增持
PMT
PENNYMAC MTG INVT TR
+$208
107
+4%
清仓
LMND
LEMONADE INC
-$207
0
-100%
清仓
—
INTERCEPT PHARMACEUTICALS IN
-$174
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$114
0
-100%
清仓
—
AMC ENTMT HLDGS INC
-$113
0
-100%
增持
—
SPARTANNASH CO
+$77
55
+2%
建仓
AMC
AMC ENTMT HLDGS INC
+$56
9
增持
VTRS
VIATRIS INC
+$39
135
+2%