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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 113
减持 12
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$18.5M
890,893
+28%
清仓
VFIAX
VANGUARD 500 INDEX-ADM
-$15.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
-$6.3M
568,678
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。
+12%
增持
TSLA
TESLA INC COM
-$5.1M
47,885
+10%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$4.5M
296,673
+2%
增持
LOW
LOWES COS INC COM
+$4.1M
47,479
+68%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$3.9M
61,582
+35%
增持
AVGO
BROADCOM INC COM
-$3.7M
111,475
+16%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$3.4M
19,727
-56%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$3.3M
33,085
+5%
增持
V
VISA INC COM CL A
+$3.1M
35,034
+20%
增持
—
EXXON MOBIL CORP COM
+$3.0M
140,080
+11%
增持
META
META PLATFORMS INC CL A
+$3.0M
47,404
+14%
增持
JPM
JPMORGAN CHASE & CO. COM
+$3.0M
107,779
+10%
增持
ABBV
ABBVIE INC COM
+$2.9M
51,158
+17%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$2.8M
195,965
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
133,919
+59%
增持
IEMG
ISHARES TR INC CORE MSCI EMKT
+$2.7M
291,986
+17%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$2.6M
432,042
+6%
增持
WMT
WALMART INC
+$2.6M
158,982
+26%
增持
DVY
ISHARES TR SELECT DIVID ETF
+$2.5M
145,423
+12%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.5M
24,771
+679%
增持
LLY
ELI LILLY & CO COM
+$2.3M
15,205
+14%
增持
IWD
ISHARES TR RUSSELL 1000 VALUE E
+$2.2M
23,875
+95%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$2.2M
166,311
+10%
清仓
VTMGX
VANGUARD DEV MKT INDX-ADM
-$2.1M
0
-100%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$2.0M
43,668
+36%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$1.9M
354,013
+16%
增持
PM
PHILIP MORRIS INTERNATIONAL
+$1.9M
31,757
+22%
增持
IJJ
ISHARES TR S&P MID-CAP 400 VALU
+$1.9M
43,642
+64%
增持
ABT
ABBOTT LABS COM
+$1.9M
42,105
+29%
清仓
VIMAX
VANGUARD MID CAP INDEX-ADM
-$1.9M
0
-100%
清仓
VTSAX
VANGUARD INDEX FDS TOT STKIDX
-$1.9M
0
-100%
增持
IWR
ISHARES TR RUSSELL MID-CAP ETF
+$1.8M
214,478
+15%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.8M
38,426
+649%
清仓
VGSTX
VANGUARD STAR FDS STAR FD
-$1.8M
0
-100%
增持
VGT
VANGUARD INFO TECH ETF
+$1.7M
4,271
+317%
建仓
IYW
ISHARES TR U.S. TECH ETF
+$1.7M
11,957
增持
NFLX
NETFLIX INC COM
+$1.6M
8,844
+19%
增持
CVX
CHEVRON CORP NEW COM
+$1.6M
38,645
+16%
清仓
VWNAX
VANGUARD WINDSOR II-ADM
-$1.6M
0
-100%
减持
ADBE
ADOBE INC COM
-$1.6M
7,859
-25%
增持
WELL
WELLTOWER INC
+$1.5M
14,189
+176%
增持
GE
GENERAL ELECTRIC
+$1.5M
21,328
+29%
增持
AAPL
APPLE INC COM
-$1.5M
321,725
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
73,891
+12%
增持
KO
COCA COLA CO COM
+$1.4M
102,378
+7%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$1.4M
28,574
+88%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.3M
44,211
+19%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.3M
26,613
+23%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
50,770
+26%
建仓
IWX
ISHARES TR RUS TP200 VL ETF
+$1.2M
14,847
增持
TMUS
T-MOBILE US INC COM
+$1.2M
18,686
+9%
增持
BA
BOEING CO COM
+$1.2M
9,953
+248%
增持
CASY
CASEYS GEN STORES INC COM
+$1.2M
4,516
+125%
增持
ANET
ARISTA NETWORKS INC
+$1.2M
46,401
+110%
减持
VB
VANGUARD INDEX FDS
-$1.1M
41,355
-3%
增持
MSFT
MICROSOFT CORP COM
+$1.1M
176,729
+14%
减持
ANSS
ANSYS INC
-$1.1M
842
-78%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.0M
253,237
+14%
增持
IWP
ISHARES TR RUSSELL MID-CAP GROW
+$1.0M
12,247
+280%
增持
—
LINDE PLC SHS
+$1.0M
10,759
+13%
增持
MCD
MCDONALDS CORP COM
+$1.0M
25,317
+7%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$1.0M
960,825
+9%
增持
—
EATON CORP PLC SHS
-$1.0M
28,823
+8%
增持
GOOG
ALPHABET INC CAP STK CL C
-$1.0M
91,445
+14%
增持
—
CHUBB LTD
+$996.7K
11,230
+30%
增持
QCOM
QUALCOMM INC
+$991.6K
23,404
+38%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$989.0K
71,972
+26%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL
+$970.9K
43,055
+147%
增持
CSCO
CISCO SYS INC COM
+$949.4K
69,188
+23%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$938.4K
14,772
+10%
增持
BSX
BOSTON SCIENTIFIC CORP
+$928.5K
37,315
+18%
清仓
VSMAX
VANGUARD SML CAP INDX-ADM
-$913.1K
0
-100%
增持
IAU
ISHARES GOLD TRUST
+$907.1K
65,173
+10%
增持
IJK
ISHARES TR S&P MC 400GR ETF
+$888.1K
53,203
+37%
增持
SBUX
STARBUCKS CORP
+$879.8K
32,608
+28%
增持
MA
MASTERCARD INCORPORATED CL A
+$856.2K
20,833
+4%
增持
BLK
BLACKROCK INC COM
+$854.8K
4,956
+32%
增持
VO
VANGUARD INDEX FDS
+$842.6K
7,410
+82%
增持
HON
HONEYWELL INTL INC COM
+$837.2K
19,515
+34%
增持
ELV
ELEVANCE HEALTH INC COM
+$827.1K
3,898
+66%
增持
RTX
RTX CORPORATION COM
+$825.9K
27,294
+13%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$815.9K
1,538
+31%
清仓
VIGAX
VANGUARD GROWTH INDEX-ADM
-$815.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$811.2K
9,447
+7%
增持
ADI
ANALOG DEVICES INC COM
+$781.0K
13,688
+47%
清仓
VEMAX
VANGUARD EM MKT STK IND-ADM
-$780.1K
0
-100%
清仓
VWENX
VANGUARD WELLINGTON-ADM
-$777.5K
0
-100%
增持
T
AT&T INC COM
+$768.6K
131,946
+1%
增持
TJX
TJX COS INC NEW COM
+$750.5K
29,976
+25%
增持
AMGN
AMGEN INC COM
+$744.2K
6,185
+36%
增持
PEP
PEPSICO INC COM
+$734.5K
31,521
+20%
建仓
IWY
ISHARES TR RUS TP200 GR ETF
+$728.2K
3,452
增持
PFE
PFIZER INC COM
+$699.6K
120,285
+36%
增持
SCHW
SCHWAB (CHARLES) CORP
+$663.8K
25,892
+41%
增持
MS
MORGAN STANLEY
+$654.5K
30,104
+32%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$635.3K
10,780
+83%
增持
BAC
BANK OF AMERICA CORP
+$624.4K
215,557
+13%
增持
—
DISCOVER FINANCIAL SERVICES
+$622.7K
6,787
+119%
减持
SYY
SYSCO CORP
-$618.6K
5,267
-60%
增持
WMB
WILLIAMS COS INC COM
+$583.8K
45,916
+15%
增持
XPO
XPO INC COM
+$579.9K
10,751
+145%
增持
EFG
ISHARES TR MSCI EAFE GROWTH ETF
+$557.7K
11,331
+91%
增持
VONE
VANGUARD SCOTTSDALE FDS VNG RU
+$543.4K
4,993
+84%
增持
DIS
DISNEY WALT CO COM
-$540.0K
57,914
+3%
增持
SDY
SPDR S&P DIVIDEND ETF
+$533.4K
58,845
+4%
清仓
VBIAX
VANGUARD BALANCED INDEX-ADM
-$532.2K
0
-100%
减持
EIX
EDISON INTL COM
-$531.1K
4,883
-52%
增持
DE
DEERE & CO
+$522.6K
10,030
+2%
增持
NEE
NEXTERA ENERGY INC COM
+$519.8K
69,695
+13%
减持
WSM
WILLIAMS SONOMA INC COM
-$514.7K
2,540
-49%
减持
IWV
ISHARES TR RUSSELL 3000 ETF
-$509.9K
1,298
-53%
增持
ORCL
ORACLE CORP COM
+$507.8K
61,909
+27%
增持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$507.4K
25,930
+17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$472.5K
116,753
+7%
增持
MNST
MONSTER BEVERAGE CORP
+$466.8K
20,727
+46%
增持
CRM
SALESFORCE INC COM
-$459.6K
16,627
+13%
清仓
VSGAX
VANGUARD S/C GROW INDX-ADM
-$451.1K
0
-100%
增持
MRK
MERCK & CO INC COM
-$444.4K
68,367
+3%
建仓
VV
VANGUARD INDEX FDS
+$443.9K
1,727
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$443.5K
2,367
增持
GEV
GE VERNOVA INC
+$443.4K
13,395
+21%
建仓
DASH
DOORDASH INC - A
+$433.9K
2,374
增持
KLAC
KLA CORP
+$433.2K
3,824
+11%
增持
PGR
PROGRESSIVE CORP COM
+$426.1K
7,275
+7%
建仓
GXO
GXO LOGISTICS INC
+$425.5K
10,889
增持
SYK
STRYKER CORP
+$418.4K
5,190
+23%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$414.8K
14,120
+0%
减持
EXE
EXPAND ENERGY CORPORATION COM
-$411.0K
4,188
-52%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$406.0K
10,563
+14%
增持
TRGP
TARGA RES CORP COM
+$403.9K
5,173
+46%
增持
AMZN
AMAZON COM INC COM
-$403.6K
238,953
+14%
增持
GILD
GILEAD SCIENCES INC COM
+$400.7K
13,299
+13%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$400.3K
10,854
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$395.6K
58,219
+6%
减持
SRE
SEMPRA COM
-$395.3K
16,413
-8%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$395.0K
1,834
+49%
增持
WFC
WELLS FARGO CO NEW COM
+$390.8K
53,680
+9%
增持
HD
HOME DEPOT INC COM
+$388.2K
39,688
+9%
建仓
SPYV
SPDR PORT S&P 500 VALUE
+$387.4K
7,585
增持
MRSH
MARSH & MCLENNAN COS
+$385.5K
7,181
+12%
建仓
ET
ENERGY TRANSFER LP
+$384.6K
20,689
清仓
VHT
VANGUARD HEALTH CARE ETF
-$377.7K
0
-100%
增持
—
MEDTRONIC PLC SHS
+$377.0K
27,191
+5%
建仓
OTTR
OTTER TAIL CORP COM
+$368.7K
4,588
减持
RWO
SPDR DJ GLOBAL REAL ESTATE E
-$367.3K
8,096
-52%
清仓
VTTSX
VANGUARD CHESTER FDS TAR RETIR
-$367.0K
0
-100%
建仓
IJS
ISHARES TR S&P SMALL-CAP 600 VA
+$366.3K
3,758
减持
NKE
NIKE INC -CL B
-$362.8K
24,770
-3%
