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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 44
增持 51
减持 29
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
AEM
AGNICO EAGLE MINES LTD
+$1.4M
39,452
+1%
增持
MSFT
MICROSOFT CORP
-$1.1M
14,636
+8%
增持
FXU
FIRST TR EXCHANGE-TRADED FD
+$1.1M
163,441
+5%
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
+$1.1M
54,727
+6%
建仓
SUB
ISHARES TR
+$808.2K
7,589
增持
LNT
ALLIANT ENERGY CORP
+$803.8K
72,634
+7%
建仓
VTES
VANGUARD WELLINGTON FD
+$794.2K
7,852
增持
TLT
ISHARES TR
+$773.2K
18,435
+95%
增持
MUB
ISHARES TR
+$770.6K
9,343
+352%
增持
ZROZ
PIMCO ETF TR
+$768.1K
24,200
+99%
增持
GLD
SPDR GOLD TR
+$704.5K
19,239
+1%
增持
TDTT
FLEXSHARES TR
+$698.7K
200,082
+16%
增持
AVGO
BROADCOM INC
+$697.1K
2,260
+32186%
增持
BILS
SPDR SERIES TRUST
+$672.1K
126,275
+5%
增持
TAXX
BONDBLOXX ETF TRUST
+$645.5K
133,399
+11%
建仓
VOO
VANGUARD INDEX FDS
+$605.9K
1,014
建仓
DFAC
DIMENSIONAL ETF TRUST
+$497.1K
12,793
建仓
MTUM
ISHARES TR
+$496.3K
2,068
增持
—
EXXON MOBIL CORP
+$495.4K
5,637
+47%
增持
IWM
ISHARES TR
+$494.2K
11,198
+21%
增持
XLP
SELECT SECTOR SPDR TR
+$478.9K
45,683
+9%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$475.3K
81,793
+10%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$412.4K
8,510
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$404.1K
38,791
+12%
建仓
SLWS
SPEND LIFE WISELY FUNDS INVT
+$401.5K
3,990
建仓
DUHP
DIMENSIONAL ETF TRUST
+$368.3K
10,018
增持
VTEB
VANGUARD MUN BD FDS
+$364.9K
7,704
+1896%
增持
—
EATON CORP PLC
+$352.8K
990
+24650%
增持
USMV
ISHARES TR
+$346.3K
38,361
+12%
建仓
SCHX
SCHWAB STRATEGIC TR
+$344.1K
13,422
增持
XLV
SELECT SECTOR SPDR TR
+$306.8K
36,669
+12%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$298.9K
5,000
建仓
DFIC
DIMENSIONAL ETF TRUST
+$297.0K
8,359
建仓
MINT
PIMCO ETF TR
+$295.5K
2,938
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$292.9K
4,571
增持
MPC
MARATHON PETE CORP
+$288.1K
1,279
+758%
增持
AGG
ISHARES TR
+$282.6K
30,741
+11%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$281.2K
648
增持
JPM
JPMORGAN CHASE & CO
+$279.0K
966
+5938%
建仓
IMTM
ISHARES TR
+$256.1K
5,333
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$253.4K
4,164
-2%
增持
POWA
INVESCO EXCH TRD SLF IDX FD
+$243.2K
42,644
+12%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$236.5K
4,481
增持
QUAL
ISHARES TR
+$236.4K
26,039
+9%
建仓
—
CHUBB LTD SWITZ
+$234.7K
720
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$231.2K
48,912
+8%
增持
SMH
VANECK ETF TRUST
+$218.2K
7,441
+2%
建仓
SCHF
SCHWAB STRATEGIC TR
+$215.1K
8,691
建仓
DIHP
DIMENSIONAL ETF TRUST
+$212.7K
6,601
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$203.0K
78,421
+8%
减持
ET
ENERGY TRANSFER L P
-$196.3K
42,841
-31%
建仓
AVEM
AMERICAN CENTY ETF TR
+$185.6K
2,303
建仓
CSCO
CISCO SYS INC
+$177.6K
2,289
增持
IVV
ISHARES TR
+$176.4K
723
+67%
增持
IAK
ISHARES TR
+$175.8K
10,789
+22%
建仓
CME
CME GROUP INC
+$168.3K
570
增持
INDA
ISHARES TR
+$167.6K
55,957
+23%
建仓
UNP
UNION PAC CORP
+$167.4K
690
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$161.7K
2,991
增持
GOOGL
ALPHABET INC
-$147.8K
10,770
+4%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$145.7K
511
+4545%
建仓
VB
VANGUARD INDEX FDS
+$143.8K
549
建仓
VLUE
ISHARES TR
+$133.9K
942
建仓
AVSC
AMERICAN CENTY ETF TR
+$126.4K
2,029
建仓
DRI
DARDEN RESTAURANTS INC
+$121.5K
620
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$120.5K
15,364
+4%
增持
ORCL
ORACLE CORP
-$118.5K
2,560
+1%
增持
AMZN
AMAZON COM INC
-$117.5K
11,946
+6%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$116.0K
1,636
增持
EMLC
VANECK ETF TRUST
+$113.6K
81,614
+9%
清仓
BX
BLACKSTONE INC
-$98.8K
0
-100%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$98.4K
55,225
+4%
减持
KBA
KRANESHARES TRUST
-$95.0K
12,018
-19%
减持
HOOD
ROBINHOOD MKTS INC
-$70.2K
48
-93%
清仓
JANX
JANUX THERAPEUTICS INC
-$69.2K
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$64.1K
2,204
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$60.4K
1,000
-83%
清仓
CG
CARLYLE GROUP INC
-$59.3K
0
-100%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$54.7K
12,643
+4%
建仓
GLDM
WORLD GOLD TR
+$50.6K
546
建仓
SPYM
SPDR SERIES TRUST
+$50.1K
654
清仓
—
FERRARI N V
-$49.1K
0
-100%
增持
NFLX
NETFLIX INC.
+$48.0K
596
+502%
建仓
IVLU
ISHARES TR
+$47.1K
1,186
减持
COP
CONOCOPHILLIPS
+$46.7K
1,250
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$45.9K
48,042
+2%
增持
NVDA
NVIDIA CORPORATION
+$45.3K
723
+67%
清仓
TSLA
TESLA INC
-$45.0K
0
-100%
增持
GOOG
ALPHABET INC
-$44.1K
1,729
+0%
增持
IQLT
ISHARES TR
+$43.9K
1,143
+483%
清仓
BSV
VANGUARD BD INDEX FDS
-$43.4K
0
-100%
增持
IXUS
ISHARES TR
+$41.4K
1,850
+32%
清仓
VSAT
VIASAT INC
-$41.4K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$40.2K
44
-60%
清仓
INTU
INTUIT
-$39.1K
0
-100%
建仓
NU
NU HLDGS LTD
+$35.9K
2,500
清仓
BE
BLOOM ENERGY CORP
-$34.8K
0
-100%
减持
SYK
STRYKER CORPORATION
-$34.6K
22
-82%
清仓
IEI
ISHARES TR
-$33.8K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$31.3K
154
清仓
DKNG
DRAFTKINGS INC NEW
-$31.0K
0
-100%
清仓
JMTG
J P MORGAN EXCHANGE TRADED F
-$29.6K
0
-100%
清仓
SHY
ISHARES TR
-$29.5K
0
-100%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$27.7K
39,144
+7%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$25.7K
80
-30%
清仓
APO
APOLLO GLOBAL MGMT INC
-$25.2K
0
-100%
建仓
CENX
CENTURY ALUM CO
+$24.9K
425
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$24.9K
132
-53%
减持
META
META PLATFORMS INC
-$24.6K
40
-44%
减持
DIS
DISNEY WALT CO
-$23.5K
1,295
-1%
减持
INTC
INTEL CORP
-$23.2K
9,035
-21%
减持
ISRG
INTUITIVE SURGICAL INC
-$23.1K
208
-1%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$19.8K
0
-100%
清仓
REAL
THE REALREAL INC
-$19.7K
0
-100%
增持
GDX
VANECK ETF TRUST
+$19.2K
2,930
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$18.7K
355
-57%
减持
—
ACCENTURE PLC IRELAND
-$18.7K
110
-27%
减持
NEE
NEXTERA ENERGY INC
-$18.2K
734
-32%
减持
CAT
CATERPILLAR INC
+$17.7K
257
-10%
清仓
NVDL
GRANITESHARES ETF TR
-$17.6K
0
-100%
清仓
TUR
ISHARES INC
-$17.2K
0
-100%
减持
QBTS
D-WAVE QUANTUM INC
-$17.0K
450
-50%
减持
MCD
MCDONALDS CORP
-$17.0K
908
-7%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$16.7K
0
-100%
减持
BBEU
J P MORGAN EXCHANGE TRADED F
-$15.9K
631
-25%
减持
TSCO
TRACTOR SUPPLY CO
-$15.6K
196
-60%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$15.6K
0
-100%
增持
STLD
STEEL DYNAMICS INC
+$15.1K
977
+3%
减持
HON
HONEYWELL INTL INC
-$14.7K
110
-46%
建仓
AMDL
GRANITESHARES ETF TR
+$14.7K
1,200
清仓
IAGG
ISHARES TR
-$14.4K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$14.3K
0
-100%
减持
PEP
PEPSICO INC
+$14.1K
2,966
-5%
清仓
SPSB
SPDR SERIES TRUST
-$13.9K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$13.5K
29
-71%
清仓
BBAI
BIGBEAR AI HLDGS INC
-$13.5K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$13.2K
400
清仓
RITM
RITHM CAPITAL CORP
-$12.8K
0
-100%
建仓
SYRE
SPYRE THERAPEUTICS INC
+$12.6K
250
增持
—
NXP SEMICONDUCTORS N V
+$12.4K
237
+50%
建仓
ROKU
ROKU INC
+$12.3K
130
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$12.2K
500
-80%
减持
HD
HOME DEPOT INC
-$11.5K
76
-28%
建仓
FLY
FIREFLY AEROSPACE INC
+$11.4K
400
建仓
ARM
ARM HOLDINGS PLC
+$11.3K
75
清仓
AXP
AMERICAN EXPRESS CO
-$11.1K
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$10.6K
250
减持
TXN
TEXAS INSTRS INC
-$10.0K
197
-29%
建仓
—
VINFAST AUTO LTD
+$9.6K
2,500
减持
MS
MORGAN STANLEY
-$9.2K
517
-3%
