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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 39
增持 7
减持 23
清仓 81
方向
标的
Δ市值
现股数(环比)
减持
DVY
ISHARES TR
-$343.5M
4,731
-100%
建仓
IVV
ISHARES TR
+$155.1M
409,053
建仓
IJR
ISHARES TR
+$45.2M
488,796
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。
建仓
IJH
ISHARES TR
+$44.9M
198,315
减持
SPY
SPDR S&P 500 ETF TR
-$44.6M
593,741
-0%
减持
AAPL
APPLE INC
-$30.1M
794,575
-0%
减持
DIS
DISNEY WALT CO
-$12.7M
73,687
-49%
清仓
DEM
WISDOMTREE TR
-$11.1M
0
-100%
建仓
IQDG
WISDOMTREE TR
+$10.4M
349,694
建仓
ESGU
ISHARES TR
+$8.1M
96,848
建仓
IWY
ISHARES TR
+$6.7M
53,399
建仓
IWB
ISHARES TR
+$5.8M
27,783
建仓
EEMV
ISHARES INC
+$4.4M
79,644
建仓
USMV
ISHARES TR
+$4.1M
58,120
建仓
TLT
ISHARES TR
+$4.0M
34,734
建仓
VLUE
ISHARES TR
+$4.0M
43,750
建仓
IWM
ISHARES TR
+$2.7M
15,733
建仓
IYE
ISHARES TR
+$2.2M
56,905
减持
GOOG
ALPHABET INC
-$2.0M
623
-48%
建仓
GCC
WISDOMTREE TR
+$2.0M
83,999
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.9M
265,350
+60%
建仓
IFRA
ISHARES TR
+$1.7M
50,825
建仓
FMB
FIRST TR EXCH TRADED FD III
+$1.7M
32,994
建仓
EFG
ISHARES TR
+$1.7M
20,725
建仓
SPTL
SPDR SER TR
+$1.4M
43,322
减持
QEFA
SPDR INDEX SHS FDS
-$1.3M
14,021
-62%
建仓
QUAL
ISHARES TR
+$1.1M
9,590
建仓
GOOGL
ALPHABET INC
+$1.0M
481
清仓
XLV
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
建仓
IHI
ISHARES TR
+$1.0M
19,934
增持
MINT
PIMCO ETF TR
+$970.0K
12,305
+392%
增持
AMZN
AMAZON COM INC
-$871.0K
23,693
+2180%
减持
VOO
VANGUARD INDEX FDS
-$852.0K
891
-80%
建仓
FALN
ISHARES TR
+$796.0K
32,339
增持
MSFT
MICROSOFT CORP
-$663.0K
18,732
+5%
清仓
NFLX
NETFLIX INC
-$656.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$655.0K
0
-100%
清仓
INTC
INTEL CORP
-$607.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$604.0K
4,805
-12%
减持
AVUV
AMERICAN CENTY ETF TR
-$596.0K
3,034
-70%
清仓
WMT
WALMART INC
-$592.0K
0
-100%
清仓
V
VISA INC
-$591.0K
0
-100%
减持
TSLA
TESLA INC
-$584.0K
925
-17%
建仓
SLV
ISHARES SILVER TR
+$578.0K
31,000
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$528.0K
13,987
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$521.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$516.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$510.0K
6,428
-54%
清仓
UNP
UNION PAC CORP
-$502.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$495.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$494.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$478.0K
0
-100%
建仓
KRE
SPDR SER TR
+$473.0K
8,150
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$465.0K
23,307
增持
NVDA
NVIDIA CORPORATION
-$464.0K
6,646
+23%
减持
CVX
CHEVRON CORP NEW
-$459.0K
8,534
-18%
清仓
MCD
MCDONALDS CORP
-$457.0K
0
-100%
清仓
MTDR
MATADOR RES CO
-$456.0K
0
-100%
清仓
—
UNITED STATES STL CORP NEW
-$430.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$411.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$407.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$407.0K
0
-100%
清仓
F
FORD MTR CO DEL
-$404.0K
0
-100%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$394.0K
0
-100%
清仓
WBS
WEBSTER FINL CORP
-$391.0K
0
-100%
清仓
—
EATON CORP PLC
-$388.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$378.0K
5,284
建仓
CHGG
CHEGG INC
+$376.0K
20,000
清仓
INTU
INTUIT
-$372.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$371.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$371.0K
50,996
-0%
清仓
DUK
DUKE ENERGY CORP NEW
-$371.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$367.0K
0
-100%
清仓
—
EXXON MOBIL CORP
-$360.0K
0
-100%
建仓
TIP
ISHARES TR
+$359.0K
3,153
减持
PEP
PEPSICO INC
-$356.0K
206,018
-1%
增持
META
META PLATFORMS INC
-$347.0K
6,978
+5%
清仓
UPS
UNITED PARCEL SERVICE INC
-$335.0K
0
-100%
减持
HD
HOME DEPOT INC
-$328.0K
3,244
-20%
清仓
TGT
TARGET CORP
-$328.0K
0
-100%
建仓
IWD
ISHARES TR
+$328.0K
2,261
建仓
VO
VANGUARD INDEX FDS
+$323.0K
1,640
清仓
SPGI
S&P GLOBAL INC
-$323.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$322.0K
0
-100%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$322.0K
0
-100%
建仓
SCZ
ISHARES TR
+$321.0K
5,884
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$314.0K
624
-47%
清仓
CRM
SALESFORCE COM INC
-$310.0K
0
-100%
清仓
KLAC
KLA CORP
-$306.0K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$306.0K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$305.0K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$301.0K
1,595
建仓
IWP
ISHARES TR
+$301.0K
3,801
清仓
SBUX
STARBUCKS CORP
-$300.0K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$300.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$297.0K
0
-100%
清仓
BA
BOEING CO
-$297.0K
0
-100%
建仓
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$295.0K
10,911
清仓
SCHD
SCHWAB STRATEGIC TR
-$292.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$291.0K
26,636
-2%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$289.0K
0
-100%
清仓
PLD
PROLOGIS INC.
-$285.0K
0
-100%
清仓
M
MACYS INC
-$279.0K
0
-100%
清仓
SF
STIFEL FINL CORP
-$277.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$276.0K
8,360
+47%
清仓
BRO
BROWN & BROWN INC
-$275.0K
0
-100%
清仓
FAST
FASTENAL CO
-$272.0K
0
-100%
清仓
—
BLACKROCK INC
-$268.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$268.0K
0
-100%
建仓
IVW
ISHARES TR
+$266.0K
4,400
清仓
SAIA
SAIA INC
-$264.0K
0
-100%
清仓
CPT
CAMDEN PPTY TR
-$264.0K
0
-100%
清仓
WU
WESTERN UN CO
-$264.0K
0
-100%
清仓
UFPI
UFP INDUSTRIES INC
-$262.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$257.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$246.0K
474
-42%
清仓
LOW
LOWES COS INC
-$245.0K
0
-100%
清仓
C
CITIGROUP INC
-$244.0K
0
-100%
建仓
ACWX
ISHARES TR
+$242.0K
5,376
清仓
SCHW
SCHWAB CHARLES CORP
-$240.0K
0
-100%
清仓
MOS
MOSAIC CO NEW
-$239.0K
0
-100%
清仓
NKE
NIKE INC
-$238.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$237.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$236.0K
6,307
-16%
减持
AVGO
BROADCOM INC
-$235.0K
905
-15%
清仓
DE
DEERE & CO
-$235.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$235.0K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$235.0K
0
-100%
清仓
MMM
3M CO
-$234.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$234.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$234.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$233.0K
10,541
-21%
清仓
RGEN
REPLIGEN CORP
-$231.0K
0
-100%
建仓
IWF
ISHARES TR
+$230.0K
1,050
清仓
MOH
MOLINA HEALTHCARE INC
-$229.0K
0
-100%
清仓
DAR
DARLING INGREDIENTS INC
-$229.0K
0
-100%
建仓
AA
ALCOA CORP
+$228.0K
5,000
清仓
FTNT
FORTINET INC
-$227.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$226.0K
873
-26%
清仓
MDLZ
MONDELEZ INTL INC
-$226.0K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$223.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$223.0K
0
-100%
清仓
—
MARATHON OIL CORP
-$223.0K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$221.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$220.0K
0
-100%
清仓
APA
APA CORPORATION
-$219.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$219.0K
0
-100%
减持
ABBV
ABBVIE INC
-$218.0K
3,079
-28%
清仓
PSA
PUBLIC STORAGE
-$215.0K
0
-100%
清仓
SPSC
SPS COMM INC
-$214.0K
0
-100%
