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Fifth Third Wealth Advisors LLC
报告期 2026-03-31 · CIK 0001899030
持仓数
812
前50大市值合计
$1.97B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
IVV
ISHARES TR CORE S&P500 ETF
CORE S&P500 ETF
$325.0M
497,598
16.5%
SPY
SS SPDR S&P 500 ETF TRUST-US
TR UNIT
$195.0M
299,885
9.9%
NVDA
NVIDIA CORPORATION COM
COM
$110.7M
634,730
5.6%
IEFA
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
$109.6M
1,210,694
5.6%
AAPL
APPLE INC COM
COM
$106.0M
417,630
5.4%
MSFT
MICROSOFT CORP COM
COM
$80.3M
216,899
4.1%
GOOGL
ALPHABET INC CAP STK CL A
COM
$68.7M
238,780
3.5%
AMZN
AMAZON COM INC COM
COM
$62.1M
298,388
3.2%
FAST
FASTENAL CO
COM
$58.9M
1,270,078
3.0%
IJH
ISHARES TR CORE S&P MCP ETF
CORE S&P MCP ETF
$54.0M
800,248
2.7%
AVGO
BROADCOM INC COM
COM
$43.8M
141,565
2.2%
JPM
JPMORGAN CHASE & CO. COM
COM
$41.5M
141,112
2.1%
IJR
ISHARES TR CORE S&P SCP ETF
CORE S&P SCP ETF
$36.6M
294,296
1.9%
IEMG
ISHARES CORE MSCI EMERGING
CORE MSCI EMKT
$34.8M
498,925
1.8%
META
META PLATFORMS INC CL A
COM
$34.8M
60,802
1.8%
—
EXXON MOBIL CORP COM
COM
$33.1M
195,198
1.7%
GOOG
ALPHABET INC CAP STK CL C
COM
$31.9M
111,115
1.6%
SPYV
SS SPDR P S&P 500 VALUE ETF
STATE STREET SPD
$28.5M
503,899
1.4%
IWF
ISHARES TR RUS 1000 GRW ETF
RUS 1000 GRW ETF
$28.4M
66,662
1.4%
SPYG
SS SPDR P S&P 500 GROWTH ETF
STATE STREET SPD
$27.0M
275,716
1.4%
WMT
WALMART INC COM
COM
$24.7M
198,828
1.3%
LLY
ELI LILLY & CO COM
COM
$21.7M
23,558
1.1%
IWR
ISHARES TR RUS MID CAP ETF
RUS MID CAP ETF
$21.1M
216,920
1.1%
DVY
ISHARES TR SELECT DIVID ETF
SELECT DIVID ETF
$20.9M
137,997
1.1%
TSLA
TESLA INC COM
COM
$20.8M
55,917
1.1%
BRK/B
BERKSHIRE HATHAWAY INC-CL B
COM
$20.7M
43,197
1.1%
VOO
VANGUARD INDEX FDS S&P 500 ETF
S&P 500 ETF SHS
$20.6M
34,531
1.0%
EFA
ISHARES TR MSCI EAFE ETF
MSCI EAFE ETF
$18.3M
188,310
0.9%
GEV
GE VERNOVA INC
COM
$17.2M
19,750
0.9%
CAT
CATERPILLAR INC
COM
$17.0M
24,035
0.9%
V
VISA INC COM CL A
COM
$16.4M
54,188
0.8%
VEA
VANGUARD TAX-MANAGED FDS VAN F
VAN FTSE DEV MKT
$16.0M
249,071
0.8%
HD
HOME DEPOT INC COM
COM
$15.2M
46,175
0.8%
GS
GOLDMAN SACHS GROUP INC COM
COM
$15.1M
17,832
0.8%
BAC
BANK AMERICA CORP COM
COM
$14.9M
305,244
0.8%
VGT
VANGUARD INFO TECH ETF
INF TECH ETF
$14.7M
21,101
0.7%
MA
MASTERCARD INCORPORATED CL A
COM
$13.9M
27,916
0.7%
JNJ
JOHNSON & JOHNSON COM
COM
$13.2M
53,954
0.7%
OEF
ISHARES S&P 100 ETF
S&P 100 ETF
$12.2M
38,272
0.6%
COST
COSTCO WHSL CORP NEW COM
COM
$12.0M
12,044
0.6%
PLTR
PALANTIR TECHNOLOGIES INC-A
COM
$11.9M
81,599
0.6%
EFV
ISHARES MSCI EAFE VALUE ETF
EAFE VALUE ETF
$11.6M
156,524
0.6%
—
EATON CORP PLC SHS
COM
$11.6M
32,425
0.6%
CVX
CHEVRON CORP NEW COM
COM
$11.0M
53,346
0.6%
GE
GENERAL ELECTRIC
COM
$11.0M
38,720
0.6%
LOW
LOWES COS INC COM
COM
$11.0M
46,471
0.6%
PM
PHILIP MORRIS INTL INC COM
COM
$10.8M
65,139
0.5%
ABBV
ABBVIE INC COM
COM
$10.8M
49,488
0.5%
VWO
VANGUARD INTL EQUITY INDEX FDS
FTSE EMR MKT ETF
$10.5M
193,986
0.5%
LRCX
LAM RESEARCH CORP
COM
$10.3M
48,233
0.5%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
47%
前 6 大占比
IVV
16.5%
SPY
9.9%
NVDA
5.6%
IEFA
5.6%
AAPL
5.4%
MSFT
4.1%
Fifth Third Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
其他
52.9%
