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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 99 项
建仓 7
增持 54
减持 25
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$1.2M
6,368
+59%
增持
AAPL
APPLE INC
+$1.1M
11,824
+41%
减持
BILS
SPDR SER TR
-$823.5K
123,506
-6%
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
WMT
WALMART INC
+$776.7K
47,815
+17%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$720.7K
126,508
+19%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$639.9K
3,700
增持
LNT
ALLIANT ENERGY CORP
+$572.2K
52,420
+26%
增持
INDA
ISHARES TR
+$531.3K
31,297
+33%
增持
SMH
VANECK ETF TRUST
+$503.5K
5,644
+31%
增持
USMV
ISHARES TR
+$485.8K
24,190
+31%
增持
XLV
SELECT SECTOR SPDR TR
+$480.8K
26,519
+16%
增持
QUAL
ISHARES TR
+$470.6K
21,343
+11%
增持
PEP
PEPSICO INC
+$461.5K
2,826
+10769%
建仓
IAK
ISHARES TR
+$448.2K
3,969
建仓
KBA
KRANESHARES TRUST
+$446.5K
20,508
增持
GLD
SPDR GOLD TR
+$442.5K
16,280
+10%
增持
GOOGL
ALPHABET INC
+$431.3K
9,359
+11%
增持
—
EXXON MOBIL CORP
+$425.4K
3,878
+2054%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$377.8K
60,562
+13%
增持
ORCL
ORACLE CORP
+$354.5K
2,598
+2551%
增持
AEM
AGNICO EAGLE MINES LTD
+$325.3K
38,589
+5%
增持
IWM
ISHARES TR
+$310.8K
5,343
+45%
增持
AMZN
AMAZON COM INC
+$302.7K
10,426
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$290.7K
6,671
+40%
增持
KO
COCA COLA CO
+$286.4K
4,508
+56250%
增持
TLT
ISHARES TR
+$270.1K
22,004
+19%
增持
INTC
INTEL CORP
+$262.7K
8,544
+19318%
增持
ZROZ
PIMCO ETF TR
+$258.6K
26,581
+21%
减持
UDN
INVESCO DB US DLR INDEX TR
-$252.1K
49,354
-22%
增持
SHY
ISHARES TR
+$249.4K
50,871
+7%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$241.3K
39,205
+11%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$235.5K
28,746
+13%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$232.1K
60,097
+9%
增持
JNJ
JOHNSON & JOHNSON
+$218.7K
1,545
+3333%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$216.8K
27,654
+18%
增持
XLP
SELECT SECTOR SPDR TR
+$209.8K
34,666
+8%
增持
EMLC
VANECK ETF TRUST
+$200.7K
56,016
+21%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$200.0K
46,385
+11%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$194.7K
45,935
-8%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$192.2K
10,485
+6%
增持
POWA
INVESCO EXCH TRD SLF IDX FD
+$185.3K
32,817
+9%
增持
PG
PROCTER AND GAMBLE CO
+$165.3K
1,133
+752%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$162.0K
548
+278%
增持
VLO
VALERO ENERGY CORP
+$156.5K
1,021
+4762%
增持
TDTT
FLEXSHARES TR
+$143.8K
159,059
+5%
减持
UUP
INVESCO DB US DLR INDEX TR
-$138.2K
4,187
-54%
清仓
—
PIONEER NAT RES CO
-$107.9K
0
-100%
增持
AGG
ISHARES TR
+$105.9K
21,829
+6%
增持
SLB
SCHLUMBERGER LTD
+$93.9K
2,060
+3333%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$79.7K
13,030
-10%
增持
MCD
MCDONALDS CORP
+$75.8K
325
+1200%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$74.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$58.2K
1,290
+1052%
减持
GOOG
ALPHABET INC
+$47.0K
1,801
-3%
减持
IYR
ISHARES TR
-$41.3K
53
-90%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$39.3K
5,296
-14%
减持
XLI
SELECT SECTOR SPDR TR
-$34.1K
1,034
-19%
减持
WM
WASTE MGMT INC DEL
-$30.4K
668
-18%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$27.8K
2,112
-8%
减持
LUNR
INTUITIVE MACHINES INC
-$24.3K
2,500
-58%
减持
FLRN
SPDR SER TR
-$21.3K
74
-90%
减持
XLB
SELECT SECTOR SPDR TR
-$20.4K
447
-31%
减持
SCHW
SCHWAB CHARLES CORP
-$18.8K
14
-95%
减持
XLE
SELECT SECTOR SPDR TR
-$18.3K
701
-20%
清仓
IVW
ISHARES TR
-$15.0K
0
-100%
增持
IVV
ISHARES TR
+$14.8K
418
+3%
增持
AVGO
BROADCOM INC
+$12.2K
20
+33%
建仓
KD
KYNDRYL HLDGS INC
+$8.4K
320
增持
MKC/V
MCCORMICK & CO INC
-$6.7K
2,727
+8%
增持
FXY
INVESCO CURRENCYSHARES JAPAN
+$3.0K
1,219
+11%
减持
QCOM
QUALCOMM INC
-$2.8K
29
-43%
减持
ABBV
ABBVIE INC
-$2.4K
86
-9%
增持
IXUS
ISHARES TR
+$2.2K
1,272
+3%
建仓
—
SOW GOOD INC
+$2.0K
100
减持
—
ASML HOLDING N V
-$1.8K
2
-50%
清仓
WPC
WP CAREY INC
-$1.7K
0
-100%
清仓
ABNB
AIRBNB INC
-$1.6K
0
-100%
增持
MBB
ISHARES TR
-$1.3K
2,817
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.1K
67
-7%
减持
KMI
KINDER MORGAN INC DEL
-$1.0K
62
-50%
减持
OXY
OCCIDENTAL PETE CORP
-$951
73
-14%
清仓
SQ
BLOCK INC
-$846
0
-100%
清仓
PINS
PINTEREST INC
-$694
0
-100%
减持
F
FORD MTR CO DEL
-$511
481
-2%
增持
T
AT&T INC
+$226
148
+1%
减持
GM
GENERAL MTRS CO
-$156
29
-12%
建仓
—
SPLASH BEVERAGE GROUP INC
+$154
667
增持
VTRS
VIATRIS INC
-$133
113
+1%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$131
0
-100%
建仓
UWMC
UWM HOLDINGS CORPORATION
+$70
10
增持
—
SPARTANNASH CO
-$69
57
+2%
增持
USIG
ISHARES TR
+$65
246
+2%
增持
PMT
PENNYMAC MTG INVT TR
-$60
113
+4%
清仓
—
SILVERSUN TECHNOLOGIES INC
-$53
0
-100%
减持
BAC
BANK AMERICA CORP
-$35
651
-5%
清仓
WBD
WARNER BROS DISCOVERY INC
-$18
0
-100%
清仓
FIRY
SKILLZ INC
-$13
0
-100%
清仓
—
PETVIVO HLDGS INC
-$6
0
-100%
清仓
NLOP
NET LEASE OFFICE PROPERTIES
-$1
0
