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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 39
减持 44
清仓 40
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD TR
+$726.5K
19,111
-1%
减持
GOOGL
ALPHABET INC
+$638.8K
10,367
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$638.8K
32,747
+3%
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
COP
CONOCOPHILLIPS
-$549.8K
1,263
-82%
增持
AAPL
APPLE INC
+$484.6K
26,291
+0%
增持
MSFT
MICROSOFT CORP
-$459.4K
13,520
+0%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$291.5K
36,415
+3%
减持
WMT
WALMART INC
+$288.8K
51,527
-3%
增持
TAXX
BONDBLOXX ETF TRUST
+$218.8K
120,238
+4%
增持
TLT
ISHARES TR
+$217.7K
9,465
+39%
增持
ORCL
ORACLE CORP
-$208.0K
2,540
+2%
增持
INDA
ISHARES TR
+$207.0K
45,391
+5%
减持
SMH
VANECK ETF TRUST
+$205.6K
7,316
-2%
增持
QUAL
ISHARES TR
+$200.6K
23,956
+2%
增持
ZROZ
PIMCO ETF TR
+$189.8K
12,155
+40%
增持
ET
ENERGY TRANSFER L P
+$183.7K
62,043
+27%
减持
QQQ
INVESCO QQQ TR
-$178.7K
100
-75%
增持
AMZN
AMAZON COM INC
+$163.2K
11,288
+1%
减持
AEM
AGNICO EAGLE MINES LTD
-$144.1K
39,095
-3%
清仓
SBUX
STARBUCKS CORP
-$123.6K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$118.3K
26
-98%
增持
IWM
ISHARES TR
+$116.6K
9,274
+4%
减持
GOOG
ALPHABET INC
+$108.7K
1,721
-3%
增持
USMV
ISHARES TR
+$108.7K
34,105
+5%
增持
EMLC
VANECK ETF TRUST
+$101.9K
74,969
+4%
减持
JPM
JPMORGAN CHASE & CO.
-$97.0K
16
-95%
增持
IAK
ISHARES TR
+$92.8K
8,875
+7%
增持
LNT
ALLIANT ENERGY CORP
-$83.7K
67,812
+2%
清仓
RR
RICHTECH ROBOTICS INC
-$83.7K
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$79.6K
72,900
+1%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$77.9K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$77.6K
42,047
+3%
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$75.5K
2,500
-78%
减持
SPY
SPDR S&P 500 ETF TR
-$74.9K
114
-50%
增持
POWA
INVESCO EXCH TRD SLF IDX FD
+$72.8K
38,140
+3%
减持
BILS
SPDR SERIES TRUST
-$71.2K
119,781
-0%
建仓
JANX
JANUX THERAPEUTICS INC
+$69.2K
5,000
清仓
SLB
SCHLUMBERGER LTD
-$68.7K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$68.2K
14,764
+1%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$66.7K
0
-100%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$64.9K
45,354
+2%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$64.7K
6,000
+200%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$57.4K
34,527
+3%
清仓
SMR
NUSCALE PWR CORP
-$55.8K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$55.1K
4,263
-0%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$55.0K
155,511
+2%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$50.4K
12,099
+2%
建仓
—
FERRARI N V
+$49.1K
100
减持
META
META PLATFORMS INC
-$48.7K
72
-45%
减持
HOOD
ROBINHOOD MKTS INC
-$48.2K
650
-24%
增持
INTC
INTEL CORP
+$43.3K
11,435
+1%
增持
AGG
ISHARES TR
+$42.9K
27,724
+2%
增持
CAT
CATERPILLAR INC
+$41.8K
287
+12%
增持
TDTT
FLEXSHARES TR
+$40.9K
172,540
+2%
减持
QBTS
D-WAVE QUANTUM INC
-$38.2K
900
-64%
清仓
UNH
UNITEDHEALTH GROUP INC
-$38.0K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$37.3K
0
-100%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$34.8K
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$34.8K
400
清仓
BB
BLACKBERRY LTD
-$34.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$34.0K
2,313
-4%
减持
TSLA
TESLA INC
-$32.9K
100
-43%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$32.4K
0
-100%
增持
GDX
VANECK ETF TRUST
+$31.6K
2,911
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.2K
621
-9%
增持
STLD
STEEL DYNAMICS INC
+$28.6K
949
+0%
清仓
ZENA
ZENATECH INC
-$26.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$25.2K
1,170
-7%
减持
CCJ
CAMECO CORP
-$24.4K
100
-75%
减持
IVV
ISHARES TR
-$24.0K
432
-10%
建仓
AXON
AXON ENTERPRISE INC
+$22.7K
40
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$22.6K
100
减持
NVDA
NVIDIA CORPORATION
-$20.4K
433
-20%
建仓
REAL
THE REALREAL INC
+$19.7K
1,250
增持
RPG
INVESCO EXCHANGE TRADED FD T
-$19.6K
53,193
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$18.7K
100
-50%
建仓
NVDL
GRANITESHARES ETF TR
+$17.6K
200
建仓
TUR
ISHARES INC
+$17.2K
500
清仓
DUK
DUKE ENERGY CORP NEW
-$17.0K
0
-100%
清仓
IDU
ISHARES TR
-$16.6K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$13.0K
0
-100%
清仓
PHYS
SPROTT ASSET MANAGEMENT LP
-$12.9K
0
-100%
增持
T
AT&T INC
+$11.2K
748
+188%
减持
KBA
KRANESHARES TRUST
-$11.1K
14,845
-5%
增持
XLU
SELECT SECTOR SPDR TR
-$11.0K
820
+55%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$10.7K
263
减持
CVX
CHEVRON CORP NEW
-$10.6K
1,567
-2%
减持
UUP
INVESCO DB US DLR INDEX TR
-$10.6K
3,376
-9%
清仓
BMNR
BITMINE IMMERSION TECNOLOGIE
-$10.4K
0
-100%
清仓
ENB
ENBRIDGE INC
-$10.2K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$10.1K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$9.4K
30
+500%
清仓
VOO
VANGUARD INDEX FDS
-$9.2K
0
-100%
建仓
MARA
MARA HOLDINGS INC
+$9.0K
1,000
建仓
ETHA
ISHARES ETHEREUM TR
+$9.0K
400
减持
VSAT
VIASAT INC
-$8.5K
1,200
-29%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$8.4K
2,077
+0%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$7.8K
300
建仓
UPS
UNITED PARCEL SERVICE INC
+$7.4K
75
减持
IXUS
ISHARES TR
-$6.8K
1,404
-8%
减持
NNE
NANO NUCLEAR ENERGY INC
-$6.8K
200
-33%
清仓
NOV
NOV INC
-$6.6K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$6.3K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$6.2K
7
减持
BBAI
BIGBEAR AI HLDGS INC
-$6.1K
2,500
-17%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$6.0K
0
-100%
建仓
FIVE
FIVE BELOW INC
+$6.0K
32
清仓
ITT
ITT INC
-$5.9K
0
-100%
建仓
CRL
CHARLES RIV LABS INTL INC
+$5.8K
29
减持
SDY
SPDR SERIES TRUST
-$5.8K
170
-19%
清仓
SCHX
SCHWAB STRATEGIC TR
-$5.6K
0
-100%
建仓
MTZ
MASTEC INC
+$5.4K
25
清仓
CIEN
CIENA CORP
-$5.4K
0
-100%
清仓
PLUG
PLUG POWER INC
-$5.0K
0
-100%
清仓
PATH
UIPATH INC
-$4.8K
0
-100%
建仓
RKT
ROCKET COS INC
+$4.7K
500
建仓
TIGR
UP FINTECH HLDG LTD
+$4.7K
488
减持
TSLL
DIREXION SHS ETF TR
-$4.6K
200
-50%
增持
NFLX
NETFLIX INC
+$4.5K
99
+2375%
清仓
AIFC
ALT5 SIGMA CORP
-$4.5K
0
-100%
建仓
BLOX
TIDAL TRUST II
+$4.0K
230
清仓
OEF
ISHARES TR
-$4.0K
0
-100%
清仓
INTW
GRANITESHARES ETF TR
-$3.9K
0
-100%
建仓
RDW
REDWIRE CORPORATION
+$3.9K
511
建仓
—
IREN LIMITED
+$3.8K
100
减持
FE
FIRSTENERGY CORP
-$3.8K
311
-19%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$3.6K
0
-100%
建仓
MOS
MOSAIC CO NEW
+$3.5K
145
清仓
KHC
KRAFT HEINZ CO
-$3.4K
0
-100%
建仓
IONQ
IONQ INC
+$3.4K
76
减持
LAC
LITHIUM AMERS CORP NEW
+$3.4K
400
-60%
清仓
VXF
VANGUARD INDEX FDS
-$3.1K
0
-100%
清仓
EXC
EXELON CORP
-$3.0K
0
-100%
清仓
QDEL
QUIDELORTHO CORP
-$2.9K
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$2.9K
179
-11%
清仓
EFG
ISHARES TR
-$2.8K
0
-100%
清仓
TXNM
TXNM ENERGY INC
-$2.8K
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
-$2.7K
174
-17%
建仓
DPRO
DRAGANFLY INC.
+$2.6K
375
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$2.5K
0
-100%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$2.4K
50
建仓
—
BITFARMS LTD
+$2.4K
1,000
减持
EFV
ISHARES TR
-$2.2K
157
-20%
减持
KD
KYNDRYL HLDGS INC
-$2.1K
420
-5%
减持
LUV
SOUTHWEST AIRLS CO
+$1.9K
272
-7%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$1.8K
0
-100%
减持
AAL
AMERICAN AIRLS GROUP INC
-$1.7K
411
-42%
减持
IWO
ISHARES TR
-$1.5K
26
-16%
增持
UDN
INVESCO DB US DLR INDEX TR
+$1.5K
3,085
+6%
减持
MBB
ISHARES TR
-$1.4K
283
-5%