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Fifth Third Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fifth Third Wealth Advisors LLC
报告期 2026-03-31 · CIK 0001899030
持仓数
812
前50大市值合计
$1.97B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 113
减持 7
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR CORE S&P500 ETF
+$47.5M
357,365
+23%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$18.5M
278,664
+7%
增持
AAPL
APPLE INC COM
+$13.6M
278,784
+14%
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
IEFA
ISHARES TR CORE MSCI EAFE
+$12.7M
631,277
+25%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$10.9M
796,144
+20%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$7.4M
259,650
+21%
增持
NVDA
NVIDIA CORPORATION COM
+$7.4M
480,711
+16%
增持
VIG
VANGUARD DIVIDEND APPREC ETF
+$7.1M
42,935
+450%
增持
MSFT
MICROSOFT CORP COM
+$6.6M
141,549
+16%
清仓
VFIAX
VANGUARD INDEX FDS 500INDEX AD
-$6.4M
0
-100%
增持
HD
HOME DEPOT INC COM
+$6.0M
32,880
+54%
增持
META
META PLATFORMS INC CL A
+$5.6M
37,953
+19%
增持
USFD
US FOODS HLDG CORP COM
+$5.4M
94,150
+1271%
增持
VTI
VANGUARD TOTAL STOCK MKT ETF
+$4.7M
18,354
+965%
增持
JPM
JPMORGAN CHASE & CO. COM
+$3.9M
90,288
+20%
增持
AVGO
BROADCOM INC COM
+$3.6M
82,065
+1149%
增持
MRK
MERCK & CO INC COM
+$3.6M
67,790
+102%
清仓
—
LAM RESEARCH CORP COM
-$3.5M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$3.4M
14,721
+659%
增持
AMZN
AMAZON COM INC COM
+$3.3M
192,252
+14%
增持
LEN
LENNAR CORP-A
+$3.3M
19,654
+627%
建仓
BLK
BLACKROCK INC COM
+$3.2M
3,338
增持
—
EXXON MOBIL CORP COM
+$3.2M
105,360
+32%
增持
DVY
ISHARES TR SELECT DIVID ETF
+$3.1M
132,122
+9%
增持
VB
VANGUARD SMALL-CAP ETF
+$3.1M
42,279
+34%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$3.1M
159,723
+18%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.1M
163,970
+24%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$3.0M
118,269
+34%
增持
TSLA
TESLA INC COM
+$3.0M
37,175
+9%
建仓
LRCX
LAM RESEARCH CORP
+$2.7M
3,299
建仓
NET
CLOUDFLARE INC - CLASS A
+$2.7M
33,091
增持
WMT
WALMART INC
+$2.5M
106,280
+19%
增持
MA
MASTERCARD INCORPORATED CL A
+$2.5M
18,628
+23%
增持
DIS
DISNEY WALT CO COM
+$2.4M
67,389
+65%
增持
ORCL
ORACLE CORP COM
+$2.4M
45,919
+19%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$2.3M
53,225
+365%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$2.3M
13,706
+40%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$2.2M
41,816
+13%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$2.2M
8,338
+94%
清仓
—
BLACKROCK INC COM
-$2.2M
0
-100%
清仓
VTMGX
VANGUARD TAX-MANAGED FDS DEV M
-$2.2M
0
-100%
增持
ABBV
ABBVIE INC COM
+$2.1M
44,132
+15%
增持
PANW
PALO ALTO NETWORKS INC COM
+$2.0M
10,234
+138%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$2.0M
27,671
+5%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$2.0M
18,023
+114%
增持
CAT
CATERPILLAR INC
+$1.9M
14,959
+27%
建仓
TOST
TOAST INC-CLASS A
+$1.9M
67,527
增持
SDY
SPDR S&P DIVIDEND ETF
+$1.9M
55,627
+18%
增持
MCD
MCDONALDS CORP COM
+$1.9M
21,225
+18%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.7M
12,018
+15%
建仓
NVR
NVR INC
+$1.7M
175
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$1.6M
22,877
+53%
减持
DE
DEERE & CO
-$1.6M
7,228
-42%
增持
UNP
UNION PAC CORP COM
+$1.6M
15,639
+60%
增持
KO
COCA COLA CO COM
+$1.6M
93,694
+17%
增持
VEA
VANGUARD FTSE DEVELOPED ETF
+$1.5M
52,557
+111%
清仓
VIMAX
VANGUARD INDEX FDS MDCAP INDX
-$1.5M
0
-100%
增持
GE
GENERAL ELECTRIC
+$1.5M
14,504
+81%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.4M
4,990
+107%
增持
LLY
ELI LILLY & CO COM
+$1.4M
11,593
+19%
增持
BAC
BANK OF AMERICA CORP
+$1.4M
179,635
+24%
清仓
VTSAX
VANGUARD INDEX FDS TOT STKIDX
-$1.4M
0
-100%
增持
DECK
DECKERS OUTDOOR CORP
+$1.3M
10,140
+3099%
建仓
—
ELASTIC NV
+$1.3M
16,439
增持
VWO
VANGUARD FTSE EMERGING MARKE
+$1.2M
103,051
+21%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$1.2M
14,369
+25%
增持
NEE
NEXTERA ENERGY INC COM
+$1.2M
53,346
+13%
增持
DXCM
DEXCOM INC
+$1.2M
29,646
+305%
增持
V
VISA INC COM CL A
+$1.1M
27,573
+12%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$1.1M
35,360
增持
GD
GENERAL DYNAMICS CORP
+$1.1M
8,546
+68%
增持
—
EATON CORP PLC SHS
+$1.1M
26,217
+8%
增持
OKE
ONEOK INC
+$1.1M
16,181
+222%
增持
PEP
PEPSICO INC COM
+$1.1M
28,217
+25%
增持
WMB
WILLIAMS COS INC COM
+$989.9K
37,084
+124%
增持
SCHD
SCHWAB US DVD EQUITY ETF
+$988.0K
66,316
+12%
增持
ANSS
ANSYS INC
+$982.0K
3,876
+393%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL
+$975.7K
58,234
+13%
减持
HON
HONEYWELL INTL INC COM
-$955.8K
13,419
-23%
建仓
AVEM
AVANTIS EMERGING MARKETS EQ
+$930.8K
14,408
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$928.1K
37,720
+16%
增持
—
ACCENTURE PLC IRELAND SHS CLAS
+$904.5K
11,392
+11%
增持
TMUS
T-MOBILE US INC COM
+$903.1K
15,595
+19%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH
+$833.1K
36,032
+28%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP
+$807.6K
37,092
+34%
增持
NFLX
NETFLIX INC COM
+$799.4K
6,918
+14%
增持
PG
PROCTER AND GAMBLE CO COM
+$794.6K
37,479
+9%
增持
AMAT
APPLIED MATERIALS INC
-$787.0K
23,194
+0%
增持
ABT
ABBOTT LABS COM
+$769.8K
27,814
+20%
增持
RTX
RTX CORPORATION COM
+$758.8K
21,215
+18%
清仓
VEMAX
VANGUARD INTL EQUITY INDEX FDS
-$738.5K
0
-100%
减持
VUG
VANGUARD GROWTH ETF
-$723.5K
10,922
-17%
清仓
VSMAX
VANGUARD INDEX FDS SMCP INDEX
-$713.1K
0
-100%
增持
SBUX
STARBUCKS CORP
+$707.7K
22,922
+17%
增持
GOOG
ALPHABET INC CAP STK CL C
-$707.2K
71,183
+4%
减持
INTC
INTEL CORP COM
-$706.3K
56,250
-14%
增持
PM
PHILIP MORRIS INTERNATIONAL
+$692.6K
20,886
+15%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$678.6K
11,124
+13%
建仓
—
TE CONNECTIVITY PLC
+$662.7K
4,389
增持
JNJ
JOHNSON & JOHNSON COM
+$657.9K
19,775
+13%
增持
VYM
VANGUARD HIGH DVD YIELD ETF
+$651.0K
7,374
+197%
增持
IWN
ISHARES RUSSELL 2000 VALUE E
+$632.9K
14,271
+24%
增持
PFE
PFIZER INC COM
+$625.9K
74,286
+36%
增持
BNY
BANK OF NEW YORK MELLON CORP
+$619.1K
19,372
+50%
增持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$607.7K
21,941
+167%
增持
AXP
AMERICAN EXPRESS CO
+$586.8K
11,709
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$581.9K
3,495
+12%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$579.1K
15,604
+80%
减持
VTV
VANGUARD VALUE ETF
-$575.0K
1,600
-70%
增持
TXN
TEXAS INSTRS INC COM
+$569.5K
22,015
+8%
清仓
VWENX
VANGUARD WELLINGTON-ADM
-$567.4K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$562.5K
8,621
+3%
增持
T
AT&T INC COM
+$551.9K
125,081
+9%
增持
IWD
ISHARES RUSSELL 1000 VALUE E
+$548.8K
5,696
+87%
增持
XLK
SELECT SECTOR SPDR TR TECHNOLO
+$542.3K
8,700
+38%
增持
RWO
SPDR DJ GLOBAL REAL ESTATE E
+$540.8K
16,617
+177%
增持
—
TRANE TECHNOLOGIES PLC
+$524.0K
7,089
+4%
增持
IJJ
ISHARES S&P MID-CAP 400 VALU
+$515.9K
26,692
+9%
增持
ADI
ANALOG DEVICES INC COM
+$509.0K
7,274
+42%
建仓
AVTR
AVANTOR INC
+$507.1K
19,603
建仓
MITK
MITEK SYSTEMS INC
+$505.9K
58,356
增持
D
DOMINION ENERGY INC
+$500.2K
39,886
+8%
增持
PLD
PROLOGIS INC. COM
+$499.5K
16,343
+17%
建仓
EMN
EASTMAN CHEM CO COM
+$491.4K
4,390
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$487.1K
51,443
+16%
增持
LOW
LOWE'S COS INC
+$475.6K
6,940
+9%
清仓
—
TE CONNECTIVITY LTD
-$474.8K
0
-100%
建仓
SMMD
ISHARES RUSSELL 2500 ETF
+$471.2K
6,957
建仓
HDV
ISHARES CORE HIGH DIVIDEND E
+$469.3K
3,990
增持
MU
MICRON TECHNOLOGY INC COM
-$469.2K
20,422
+4%
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL
+$463.7K
10,190
建仓
BBY
BEST BUY INC COM
+$450.0K
4,356
增持
—
CHUBB LTD
+$440.4K
7,104
+13%
增持
—
LINDE PLC SHS
+$439.3K
8,683
+3%
增持
KMI
KINDER MORGAN INC
+$434.3K
50,045
+48%
减持
BDX
BECTON DICKINSON & CO COM
-$430.3K
938
-67%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$424.8K
3,897
+9%
增持
BX
BLACKSTONE INC
+$422.7K
7,591
+27%
增持
TGT
TARGET CORP COM
+$415.7K
11,090
+25%
清仓
VIGAX
VANGUARD GROWTH INDEX-ADM
-$415.7K
0
-100%
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$415.2K
5,329
增持
DUK
DUKE ENERGY CORP
+$409.9K
9,826
+36%
增持
EMXC
ISHARES MSCI EMR MRK EX CHNA
+$405.9K
66,200
+8%
建仓
XLU
UTILITIES SELECT SECTOR SPDR
+$404.1K
5,003
增持
MDLZ
MONDELEZ INTL INC CL A
+$400.6K
18,248
+27%
增持
MMM
3M CO
+$397.2K
7,238
+25%
建仓
RJF
RAYMOND JAMES FINL INC COM
+$390.2K
3,186
增持
O
REALTY INCOME CORP
+$389.0K
11,567
+77%
增持
TSCO
TRACTOR SUPPLY CO COM
+$386.2K
2,932
+70%
减持
LULU
LULULEMON ATHLETICA INC
-$384.6K
1,110
-52%
