小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
JOURNEY STRATEGIC WEALTH LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JOURNEY STRATEGIC WEALTH LLC
报告期 2026-03-31 · CIK 0001909316
持仓数
821
前50大市值合计
$3.50B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 31
增持 41
减持 17
清仓 61
方向
标的
Δ市值
现股数(环比)
增持
DVY
ISHARES TR
+$343.5M
1,658,775
+39967%
清仓
IVV
ISHARES TR
-$167.0M
0
-100%
清仓
IJH
ISHARES TR
-$56.1M
0
-100%
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。
清仓
IJR
ISHARES TR
-$56.0M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$28.8M
2,790
-98%
清仓
VLUE
ISHARES TR
-$11.7M
0
-100%
增持
DEM
WISDOMTREE TR
+$10.8M
337,412
+6879%
清仓
IQDG
WISDOMTREE TR
-$10.8M
0
-100%
清仓
ESGU
ISHARES TR
-$7.9M
0
-100%
清仓
IWB
ISHARES TR
-$6.0M
0
-100%
清仓
IWY
ISHARES TR
-$5.7M
0
-100%
清仓
USMV
ISHARES TR
-$5.4M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$5.2M
594,623
+3%
清仓
IWP
ISHARES TR
-$4.4M
0
-100%
减持
—
SPDR SER TR
-$3.9M
56,695
-39%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$3.8M
11,152
-38%
清仓
IWM
ISHARES TR
-$3.3M
0
-100%
清仓
IYE
ISHARES TR
-$3.1M
0
-100%
清仓
QUAL
ISHARES TR
-$2.7M
0
-100%
增持
DIS
DISNEY WALT CO
-$2.4M
143,472
+1%
清仓
IYG
ISHARES TR
-$2.2M
0
-100%
增持
AAPL
APPLE INC
-$2.2M
794,782
+0%
建仓
QEFA
SPDR INDEX SHS FDS
+$2.2M
37,177
清仓
TIP
ISHARES TR
-$2.1M
0
-100%
清仓
GCC
WISDOMTREE TR
-$2.1M
0
-100%
清仓
EFG
ISHARES TR
-$1.8M
0
-100%
清仓
GOOGL
ALPHABET INC
-$1.6M
0
-100%
增持
GOOG
ALPHABET INC
+$1.6M
1,205
+96%
增持
PEP
PEPSICO INC
-$1.2M
207,257
+0%
建仓
VOO
VANGUARD INDEX FDS
+$1.2M
4,553
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$1.1M
165,929
+29%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.0M
10,428
减持
META
META PLATFORMS INC
-$951.0K
6,621
-8%
清仓
FALN
ISHARES TR
-$933.0K
0
-100%
清仓
—
FIRST TR EXCHANGE-TRADED FD
-$866.0K
0
-100%
清仓
TLT
ISHARES TR
-$763.0K
0
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$688.0K
14,077
清仓
VO
VANGUARD INDEX FDS
-$664.0K
0
-100%
建仓
—
GRAB HOLDINGS LIMITED
+$642.0K
183,517
建仓
PAXS
PIMCO ACCESS INCOME FUND
+$639.0K
35,000
清仓
AGG
ISHARES TR
-$581.0K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$521.0K
5,000
增持
CVX
CHEVRON CORP NEW
+$502.0K
10,406
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$447.0K
5,430
+10%
清仓
VOE
VANGUARD INDEX FDS
-$443.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$443.0K
17,756
+1%
清仓
SCZ
ISHARES TR
-$438.0K
0
-100%
建仓
WBS
WEBSTER FINL CORP
+$391.0K
6,967
清仓
VTI
VANGUARD INDEX FDS
-$376.0K
0
-100%
增持
HD
HOME DEPOT INC
-$375.0K
4,065
+6%
清仓
IVW
ISHARES TR
-$368.0K
0
-100%
清仓
EFV
ISHARES TR
-$368.0K
0
-100%
减持
C
CITIGROUP INC
-$366.0K
4,583
-55%
建仓
JETS
ETF SER SOLUTIONS
+$326.0K
15,000
清仓
—
ICON PLC
-$317.0K
0
-100%
清仓
IXG
ISHARES TR
-$301.0K
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$293.0K
0
-100%
清仓
CROX
CROCS INC
-$290.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$280.0K
4,736
清仓
MKSI
MKS INSTRS INC
-$275.0K
0
-100%
清仓
—
STERLING BANCORP DEL
-$273.0K
0
-100%
清仓
IHI
ISHARES TR
-$269.0K
0
-100%
清仓
SYNA
SYNAPTICS INC
-$261.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$259.0K
0
-100%
清仓
MXL
MAXLINEAR INC
-$258.0K
0
-100%
建仓
—
MEDTRONIC PLC
+$257.0K
2,320
清仓
EMB
ISHARES TR
-$256.0K
0
-100%
清仓
PTF
INVESCO EXCHANGE TRADED FD T
-$249.0K
0
-100%
清仓
IYW
ISHARES TR
-$246.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$245.0K
0
-100%
清仓
GM
GENERAL MTRS CO
-$242.0K
0
-100%
建仓
MOS
MOSAIC CO NEW
+$239.0K
3,586
建仓
DE
DEERE & CO
+$235.0K
566
清仓
—
TOPBUILD CORP
-$234.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$233.0K
0
-100%
清仓
CHGG
CHEGG INC
-$230.0K
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$229.0K
2,842
建仓
MOH
MOLINA HEALTHCARE INC
+$229.0K
687
清仓
IGLB
ISHARES TR
-$227.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$227.0K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$223.0K
1,621
建仓
MO
ALTRIA GROUP INC
+$223.0K
4,263
建仓
GIS
GENERAL MLS INC
+$220.0K
3,236
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$220.0K
0
-100%
清仓
—
CAPRI HOLDINGS LIMITED
-$219.0K
0
-100%
建仓
APA
APA CORPORATION
+$219.0K
5,286
建仓
AMT
AMERICAN TOWER CORP NEW
+$219.0K
872
清仓
TER
TERADYNE INC
-$217.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$216.0K
1,039
+9%
清仓
WTS
WATTS WATER TECHNOLOGIES INC
-$216.0K
0
-100%
建仓
SPSC
SPS COMM INC
+$214.0K
1,630
建仓
—
BLACK KNIGHT INC
+$214.0K
3,698
减持
UBER
UBER TECHNOLOGIES INC
-$214.0K
7,500
-35%
清仓
COF
CAPITAL ONE FINL CORP
-$213.0K
0
-100%
建仓
GTLS
CHART INDS INC
+$213.0K
1,235
建仓
T
AT&T INC
+$212.0K
8,978
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$211.0K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$208.0K
0
-100%
建仓
RRC
RANGE RES CORP
+$208.0K
6,851
建仓
HWC
HANCOCK WHITNEY CORPORATION
+$207.0K
3,964
清仓
IVE
ISHARES TR
-$206.0K
0
-100%
建仓
LAD
LITHIA MTRS INC
+$206.0K
685
清仓
TJX
TJX COS INC NEW
-$205.0K
0
-100%
建仓
CADE
CADENCE BANK
+$205.0K
6,990
建仓
WTFC
WINTRUST FINL CORP
+$204.0K
2,198
清仓
—
PINNACLE FINL PARTNERS INC
-$202.0K
0
-100%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$202.0K
491
清仓
—
CATALENT INC
-$200.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$200.0K
0
-100%
清仓
IYF
ISHARES TR
-$200.0K
0
-100%
增持
MRK
MERCK & CO INC
+$185.0K
7,854
+31%
增持
AMAT
APPLIED MATLS INC
+$182.0K
3,917
+85%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$181.0K
51,061
-1%
增持
—
UNITED STATES STL CORP NEW
+$170.0K
11,395
+5%
减持
BAC
BK OF AMERICA CORP
-$170.0K
27,168
-6%
增持
QQQ
INVESCO QQQ TR
-$168.0K
5,703
+2%
减持
MMM
3M CO
-$150.0K
1,572
-27%
增持
ABBV
ABBVIE INC
+$142.0K
4,257
+5%
增持
XYL
XYLEM INC
-$139.0K
4,209
+1%
增持
—
EXXON MOBIL CORP
+$134.0K
4,357
+18%
减持
—
TPI COMPOSITES INC
-$128.0K
17,500
-30%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$125.0K
1,188
+1%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$124.0K
14,862
+19%
减持
CLX
CLOROX CO DEL
-$121.0K
3,094
-2%
增持
INTU
INTUIT
-$117.0K
773
+2%
增持
TSLA
TESLA INC
+$114.0K
1,120
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$113.0K
886
+13%
增持
PFE
PFIZER INC
-$105.0K
19,711
+3%
减持
F
FORD MTR CO DEL
-$103.0K
23,889
-2%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$101.0K
10,010
-1%
建仓
STGW
STAGWELL INC
+$99.0K
13,716
减持
MTDR
MATADOR RES CO
+$95.0K
8,610
-12%
减持
AVUV
AMERICAN CENTY ETF TR
-$94.0K
10,054
-11%
增持
ABT
ABBOTT LABS
-$84.0K
4,173
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$84.0K
5,612
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$84.0K
2,342
+6%
增持
SBUX
STARBUCKS CORP
-$83.0K
3,293
+0%
增持
CSCO
CISCO SYS INC
-$83.0K
14,056
+3%
增持
TXN
TEXAS INSTRS INC
+$73.0K
2,699
+21%
增持
V
VISA INC
+$71.0K
2,661
+11%
增持
SF
STIFEL FINL CORP
+$71.0K
4,072
+39%
增持
UNP
UNION PAC CORP
+$68.0K
1,836
+7%
增持
JNJ
JOHNSON & JOHNSON
+$64.0K
1,718
+22%
增持
WSR
WHITESTONE REIT
+$61.0K
12,773
+20%
增持
UPS
UNITED PARCEL SERVICE INC
+$60.0K
1,562
+22%
增持
SAIA
SAIA INC
-$58.0K
1,081
+13%
增持
HOPE
HOPE BANCORP INC
+$56.0K
12,933
+25%
减持
—
MARATHON OIL CORP
+$55.0K
8,912
-13%
增持
—
ACCENTURE PLC IRELAND
-$55.0K
882
+4%
减持
—
EATON CORP PLC
-$55.0K
2,558
-0%
