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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 98
减持 25
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR CORE S&P500 ETF
-$22.0M
497,598
-2%
增持
MSFT
MICROSOFT CORP COM
-$13.5M
216,899
+12%
减持
OEF
ISHARES S&P 100 ETF
-$13.0M
38,272
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。
-48%
增持
—
EXXON MOBIL CORP COM
+$11.7M
195,198
+10%
减持
SPY
SS SPDR S&P 500 ETF TRUST-US
-$11.0M
299,885
-1%
建仓
DYNF
ISHRS US E F R A ETF-USD INC
+$9.6M
165,683
建仓
FCCO
FIRST COMMUNITY CORP
+$8.4M
288,406
增持
FAST
FASTENAL CO
+$8.0M
1,270,078
+0%
增持
CAT
CATERPILLAR INC
+$6.7M
24,035
+34%
清仓
—
VANGUARD TTL STK MKT-INST PL
-$6.2M
0
-100%
减持
DSI
ISHARES ESG MSCI KLD 400 ETF
-$6.0M
27,871
-62%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$5.7M
34,531
+45%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$5.4M
1,210,694
+4%
增持
IEMG
ISHARES CORE MSCI EMERGING
+$5.2M
498,925
+13%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$5.2M
62,234
+308%
增持
GEV
GE VERNOVA INC
+$5.0M
19,750
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$5.0M
53,954
+36%
增持
NVDA
NVIDIA CORPORATION COM
-$4.8M
634,730
+2%
增持
WMT
WALMART INC COM
+$4.8M
198,828
+11%
增持
IGF
ISHARES GLOBAL INFRASTRUCTUR
+$4.5M
74,516
+896%
增持
AAPL
APPLE INC COM
+$4.2M
417,630
+12%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$4.2M
164,082
+64%
增持
CMI
CUMMINS INC
+$3.9M
15,596
+77%
增持
SPYV
SS SPDR P S&P 500 VALUE ETF
+$3.8M
503,899
+16%
减持
ORCL
ORACLE CORP COM
-$3.7M
61,941
-6%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$3.7M
66,662
-2%
增持
CVX
CHEVRON CORP NEW COM
+$3.5M
53,346
+8%
增持
MRK
MERCK & CO INC COM
+$3.4M
72,054
+43%
建仓
IDEF
ISHARES DEF INDUSTRIALS ACT
+$3.4M
102,663
增持
LRCX
LAM RESEARCH CORP
+$3.3M
48,233
+18%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$3.2M
238,780
+4%
减持
DIS
DISNEY WALT CO COM
-$3.1M
43,738
-32%
建仓
BLCR
ISHARES LRG CP CR ACT ETF-UI
+$3.1M
74,682
清仓
—
VANGUARD VALUE INDEX-INST
-$3.0M
0
-100%
清仓
—
VANGUARD SML CAP INDX-INST
-$3.0M
0
-100%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$3.0M
156,524
+29%
增持
SO
SOUTHERN CO/THE
+$2.9M
40,419
+269%
增持
DUK
DUKE ENERGY CORP
+$2.8M
39,385
+94%
增持
PM
PHILIP MORRIS INTL INC COM
+$2.6M
65,139
+29%
增持
GILD
GILEAD SCIENCES INC COM
+$2.5M
33,055
+96%
清仓
—
VANGUARD DEV MKT INX-INST PL
-$2.5M
0
-100%
增持
CSCO
CISCO SYS INC COM
+$2.5M
113,763
+38%
增持
KLAC
KLA CORP
+$2.5M
4,714
+28%
增持
TFC
TRUIST FINANCIAL CORP
+$2.4M
76,644
+233%
增持
COST
COSTCO WHSL CORP NEW COM
+$2.4M
12,044
+8%
建仓
AVLV
AMERICAN CENTY ETF TR US LARGE
+$2.3M
28,568
增持
TSLA
TESLA INC COM
-$2.2M
55,917
+10%
清仓
—
VANGUARD TAX MGD CAP AP-INST
-$2.1M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$2.1M
28,926
+75%
清仓
—
VANGUARD EXT MKT INDX-INST
-$2.1M
0
-100%
增持
AMZN
AMAZON COM INC COM
-$2.1M
298,388
+7%
减持
ABT
ABBOTT LABS COM
-$2.0M
45,476
-15%
清仓
—
VANGUARD BALANCED INDEX-INS
-$2.0M
0
-100%
建仓
FNDF
SCHWAB STRATEGIC TR FUNDAMENTA
+$1.9M
39,628
清仓
VWNAX
VANGUARD WINDSOR II-ADM
-$1.9M
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$1.9M
32,160
+27%
增持
VEA
VANGUARD TAX-MANAGED FDS VAN F
+$1.9M
249,071
+10%
减持
AMAT
APPLIED MATERIALS INC
+$1.9M
29,049
-7%
增持
PFE
PFIZER INC COM
+$1.9M
218,152
+27%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.9M
91,714
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.8M
75,178
+47%
清仓
—
VANGUARD MID CAP INDEX-INST
-$1.8M
0
-100%
增持
—
EATON CORP PLC SHS
+$1.7M
32,425
+4%
增持
MCD
MCDONALDS CORP COM
+$1.7M
31,924
+18%
增持
TJX
TJX COS INC NEW COM
+$1.6M
46,387
+24%
清仓
VWENX
VANGUARD WELLINGTON-ADM
-$1.6M
0
-100%
增持
NEE
NEXTERA ENERGY INC COM
+$1.5M
79,357
+9%
增持
EXE
EXPAND ENERGY CORP
+$1.5M
24,767
+124%
减持
XLK
SS TECHNOLOGY SELECT SECTOR
-$1.5M
16,839
-35%
增持
BSX
BOSTON SCIENTIFIC CORP
-$1.5M
53,099
+5%
增持
BAI
ISHRS AI IN AND TECH ACT ETF
+$1.4M
215,592
+26%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$1.4M
43,197
+12%
增持
WFC
WELLS FARGO CO NEW COM
+$1.4M
90,705
+44%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$1.3M
294,296
+0%
清仓
VTSAX
VANGUARD INDEX FDS TOT STKIDX
-$1.3M
0
-100%
增持
DHI
DR HORTON INC
+$1.3M
13,477
+272%
增持
MU
MICRON TECHNOLOGY INC COM
+$1.3M
21,047
+4%
增持
USFD
US FOODS HLDG CORP COM
+$1.3M
68,915
+3%
增持
LLY
ELI LILLY & CO COM
+$1.3M
23,558
+24%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$1.3M
11,829
-13%
增持
RF
REGIONS FINANCIAL CORP
+$1.3M
59,248
+490%
减持
XLY
SS CONSUMER DISC SELECT SECT
-$1.2M
5,001
-67%
建仓
CDL
VICTORYSHARES US LARGE CAP H
+$1.2M
16,528
增持
VLO
VALERO ENERGY CORP
+$1.2M
13,389
+3%
增持
TXN
TEXAS INSTRS INC COM
+$1.2M
22,687
+21%
增持
HON
HONEYWELL INTL INC COM
+$1.1M
29,305
+4%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
12,829
-5%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.1M
8,775
+1%
增持
PEP
PEPSICO INC COM
+$1.1M
46,763
+9%
增持
T
AT&T INC COM
+$1.1M
152,170
+13%
增持
CRM
SALESFORCE INC COM
-$1.1M
18,876
+9%
增持
VRT
VERTIV HOLDINGS CO-A
+$1.0M
5,695
+140%
减持
DE
DEERE & CO
+$1.0M
10,734
-0%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH
-$1.0M
58,995
-4%
减持
XLC
SS COMM SELECT SECTOR SPDR
-$1.0M
2,102
-80%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$989.7K
17,556
+5%
增持
CHTR
CHARTER COMMUNICATIONS INC-A
+$955.0K
5,474
+404%
增持
INTC
INTEL CORP COM
+$950.2K
56,348
+35%
清仓
—
VANGUARD GROWTH INDEX-INST
-$936.3K
0
-100%
增持
EQT
EQT CORP COM
+$933.0K
38,173
+37%
增持
VTV
VANGUARD VALUE ETF
+$924.5K
19,235
+29%
增持
MPC
MARATHON PETE CORP COM
+$921.0K
10,623
+3%
增持
IWX
ISHARES TR RUS TP200 VL ETF
+$918.6K
34,175
+40%
增持
META
META PLATFORMS INC CL A
-$906.1K
60,802
+12%
增持
VUG
VANGUARD GROWTH ETF
-$900.5K
18,376
+0%
减持
ADBE
ADOBE INC COM
-$887.5K
7,028
-5%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$874.4K
15,955
+1%
增持
IWY
ISHARES TR RUS TP200 GR ETF
+$852.6K
10,922
+62%
增持
V
VISA INC COM CL A
+$823.1K
54,188
+22%
清仓
—
VANGUARD EM MKT STK IND-INST
-$818.2K
0
-100%
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$815.8K
0
-100%
增持
IWR
ISHARES TR RUS MID CAP ETF
+$809.8K
216,920
+3%
建仓
SNDK
SANDISK CORP COM
+$794.8K
1,251
增持
FANG
DIAMONDBACK ENERGY INC COM
+$791.6K
5,425
+190%
增持
ADI
ANALOG DEVICES INC COM
+$768.4K
12,834
+5%
增持
KO
COCA COLA CO COM
+$765.5K
113,242
+1%
增持
MA
MASTERCARD INCORPORATED CL A
+$756.9K
27,916
+21%
增持
RTX
RTX CORPORATION COM
+$743.2K
38,889
+6%
建仓
SCHG
SCHWAB STRATEGIC TR US LCAP GR
+$729.0K
25,026
增持
XPO
XPO INC COM
+$727.6K
10,927
+6%
增持
JPM
JPMORGAN CHASE & CO. COM
-$726.4K
141,112
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC-A
+$716.5K
81,599
+29%
增持
NFLX
NETFLIX INC COM
+$715.5K
106,425
+5%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$697.6K
55,120
+32%
减持
MS
MORGAN STANLEY
-$683.8K
35,272
-3%
减持
VIG
VANGUARD DIVIDEND APPREC ETF
-$682.6K
31,440
-7%
增持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
+$678.4K
11,113
+10%
增持
MDLZ
MONDELEZ INTL INC CL A
+$674.6K
36,206
+38%
建仓
HOFT
HOOKER FURNITURE CORP
+$665.5K
51,667
增持
UNP
UNION PAC CORP COM
+$652.3K
14,428
+17%
减持
CIEN
CIENA CORP COM NEW
-$646.7K
1,257
-74%
增持
CEG
CONSTELLATION ENERGY CORP COM
-$640.2K
8,860
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$634.8K
2,470
+50%
增持
PSX
PHILLIPS 66
+$619.3K
9,144
+13%
增持
KMI
KINDER MORGAN INC
+$613.0K
82,320
+5%
减持
SCHD
SCHWAB STRATEGIC TR US DIVIDEN
+$611.8K
232,680
-2%
建仓
LNG
CHENIERE ENERGY INC
+$606.7K
2,138
增持
TOST
TOAST INC CL A
-$598.5K
67,909
+1%
清仓
XLF
SS FINANCIAL SELECT SECTOR
-$588.5K
0
-100%
减持
WMB
WILLIAMS COS INC COM
+$585.9K
52,424
-2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
-$585.6K
6,852
-10%
减持
SLB
SLB LTD
+$582.1K
45,463
-1%
增持
VGT
VANGUARD INFO TECH ETF
-$579.1K
21,101
+4%
增持
GE
GENERAL ELECTRIC
-$574.9K
38,720
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$573.1K
8,601
+4%
增持
ITA
ISHARES U.S. AEROSPACE & DEF
+$569.8K
4,592
+127%
增持
BKNG
BOOKING HOLDINGS INC
+$567.4K
627
+62%
减持
NKE
NIKE INC -CL B
-$562.8K
21,898
-19%
清仓
VHCAX
VANGUARD HORIZON FDS CAPTL OPP
-$553.1K
0
-100%
增持
IAU
ISHARES GOLD TRUST
+$551.8K
74,333
+1%
