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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 71
增持 45
减持 21
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$12.4M
592,310
-0%
增持
IVV
ISHARES TR
-$7.5M
411,560
+1%
减持
IQDG
WISDOMTREE TR
-$4.1M
238,013
-32%
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
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$3.1M
142,775
+1209%
增持
AAPL
APPLE INC
+$1.5M
796,729
+0%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.3M
216,011
-19%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
4,640
+421%
减持
VLUE
ISHARES TR
-$1.0M
35,688
-18%
建仓
STIP
ISHARES TR
+$1.0M
10,623
建仓
SUB
ISHARES TR
+$1.0M
9,834
增持
EEMV
ISHARES INC
+$925.0K
105,372
+32%
增持
IWB
ISHARES TR
+$909.0K
33,858
+22%
增持
TLT
ISHARES TR
+$866.0K
47,398
+36%
减持
MINT
PIMCO ETF TR
-$863.0K
3,611
-71%
清仓
FALN
ISHARES TR
-$796.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$742.0K
5,991
-28%
减持
IYE
ISHARES TR
-$731.0K
36,564
-36%
减持
ESGU
ISHARES TR
-$721.0K
93,244
-4%
建仓
WMT
WALMART INC
+$597.0K
4,603
建仓
MA
MASTERCARD INCORPORATED
+$593.0K
2,086
建仓
MMIT
INDEXIQ ACTIVE ETF TR
+$564.0K
24,134
减持
QEFA
SPDR INDEX SHS FDS
-$533.0K
6,012
-57%
建仓
V
VISA INC
+$531.0K
2,988
清仓
HMOP
HARTFORD FDS EXCHANGE TRADED
-$528.0K
0
-100%
建仓
MCD
MCDONALDS CORP
+$521.0K
2,261
建仓
—
EXXON MOBIL CORP
+$497.0K
5,704
建仓
NFLX
NETFLIX INC
+$495.0K
2,100
清仓
KRE
SPDR SER TR
-$473.0K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$461.0K
3,807
建仓
TXN
TEXAS INSTRS INC
+$457.0K
2,948
增持
PEP
PEPSICO INC
-$452.0K
207,543
+1%
清仓
NEAR
ISHARES U S ETF TR
-$414.0K
0
-100%
减持
IFRA
ISHARES TR
-$407.0K
41,048
-19%
建仓
UNP
UNION PAC CORP
+$401.0K
2,060
增持
CVX
CHEVRON CORP NEW
+$396.0K
11,360
+33%
建仓
EFA
ISHARES TR
+$388.0K
6,938
建仓
NEE
NEXTERA ENERGY INC
+$385.0K
4,917
减持
SLV
ISHARES SILVER TR
-$385.0K
11,000
-65%
增持
TSLA
TESLA INC
+$383.0K
3,792
+310%
增持
EFG
ISHARES TR
+$375.0K
28,148
+36%
建仓
ORCL
ORACLE CORP
+$373.0K
6,099
增持
AMZN
AMAZON COM INC
+$372.0K
25,556
+8%
清仓
JETS
ETF SER SOLUTIONS
-$371.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$370.0K
5,248
-21%
建仓
INTU
INTUIT
+$346.0K
895
增持
CSCO
CISCO SYS INC
+$343.0K
15,443
+140%
减持
IWY
ISHARES TR
-$340.0K
53,121
-1%
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$334.0K
4,165
建仓
IWV
ISHARES TR
+$327.0K
1,580
建仓
ABT
ABBOTT LABS
+$324.0K
3,341
建仓
MTDR
MATADOR RES CO
+$320.0K
6,538
建仓
SBUX
STARBUCKS CORP
+$318.0K
3,778
建仓
DUK
DUKE ENERGY CORP NEW
+$307.0K
3,300
建仓
WBS
WEBSTER FINL CORP
+$297.0K
6,568
建仓
CAT
CATERPILLAR INC
+$293.0K
1,778
建仓
GD
GENERAL DYNAMICS CORP
+$287.0K
1,354
减持
GCC
WISDOMTREE TR
-$285.0K
79,113
-6%
建仓
UPS
UNITED PARCEL SERVICE INC
+$283.0K
1,749
建仓
—
ACCENTURE PLC IRELAND
+$281.0K
1,091
建仓
—
EATON CORP PLC
+$281.0K
2,105
建仓
AMD
ADVANCED MICRO DEVICES INC
+$277.0K
4,385
建仓
SPGI
S&P GLOBAL INC
+$277.0K
906
建仓
FCX
FREEPORT-MCMORAN INC
+$273.0K
9,949
增持
HD
HOME DEPOT INC
+$268.0K
4,194
+29%
清仓
IVW
ISHARES TR
-$266.0K
0
-100%
增持
MRK
MERCK & CO INC
+$264.0K
8,782
+63%
建仓
KLAC
KLA CORP
+$263.0K
869
建仓
GIS
GENERAL MLS INC
+$259.0K
3,379
增持
UNH
UNITEDHEALTH GROUP INC
+$249.0K
2,488
+27%
建仓
UFPI
UFP INDUSTRIES INC
+$248.0K
3,437
建仓
LOW
LOWES COS INC
+$248.0K
1,314
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$247.0K
1,424
+63%
建仓
COWZ
PACER FDS TR
+$245.0K
5,986
建仓
AEP
AMERICAN ELEC PWR CO INC
+$243.0K
2,806
建仓
NKE
NIKE INC
+$242.0K
2,907
清仓
ACWX
ISHARES TR
-$242.0K
0
-100%
建仓
RGEN
REPLIGEN CORP
+$240.0K
1,285
增持
COST
COSTCO WHSL CORP NEW
+$239.0K
988
+108%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$237.0K
11,301
建仓
—
BLACKROCK INC
+$235.0K
425
建仓
AMGN
AMGEN INC
+$230.0K
1,020
清仓
IWF
ISHARES TR
-$230.0K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$229.0K
3,723
建仓
—
MEDTRONIC PLC
+$228.0K
2,819
减持
FUMB
FIRST TR EXCH TRADED FD III
-$228.0K
11,960
-49%
建仓
DE
DEERE & CO
+$227.0K
680
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$225.0K
993
建仓
MS
MORGAN STANLEY
+$225.0K
2,837
增持
VEA
VANGUARD TAX-MANAGED FDS
-$224.0K
51,074
+0%
建仓
MDLZ
MONDELEZ INTL INC
+$223.0K
4,083
建仓
TGT
TARGET CORP
+$222.0K
1,494
建仓
MOH
MOLINA HEALTHCARE INC
+$222.0K
673
清仓
—
TPI COMPOSITES INC
-$219.0K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$217.0K
3,013
建仓
FAST
FASTENAL CO
+$214.0K
4,646
建仓
AMT
AMERICAN TOWER CORP NEW
+$212.0K
985
清仓
VYMI
VANGUARD WHITEHALL FDS
-$211.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$210.0K
8,840
建仓
—
UNITED STATES STL CORP NEW
+$209.0K
11,551
建仓
—
LINDE PLC
+$209.0K
772
增持
AXP
AMERICAN EXPRESS CO
+$209.0K
3,171
+102%
建仓
SPSC
SPS COMM INC
+$207.0K
1,672
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$207.0K
4,084
+108%
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$206.0K
11,500
建仓
BRO
BROWN & BROWN INC
+$205.0K
3,383
建仓
SPG
SIMON PPTY GROUP INC NEW
+$205.0K
2,294
清仓
SPDW
SPDR INDEX SHS FDS
-$205.0K
0
-100%
建仓
C
CITIGROUP INC
+$203.0K
4,858
清仓
FORM
FORMFACTOR INC
-$202.0K
0
-100%
建仓
BBT
BERKSHIRE HILLS BANCORP INC
+$202.0K
7,391
增持
WFC
WELLS FARGO CO NEW
+$201.0K
15,268
+45%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$200.0K
804
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$200.0K
693
建仓
BA
BOEING CO
+$199.0K
1,652
增持
DHR
DANAHER CORPORATION
+$199.0K
1,765
+75%
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$196.0K
14,884
增持
SPTL
SPDR SER TR
+$190.0K
54,773
+26%
增持
JPM
JPMORGAN CHASE & CO
+$188.0K
8,458
+37%
增持
CVS
CVS HEALTH CORP
+$187.0K
4,170
+83%
增持
PM
PHILIP MORRIS INTL INC
+$185.0K
5,055
+112%
建仓
M
MACYS INC
+$182.0K
11,587
建仓
T
AT&T INC
+$176.0K
11,512
增持
ABBV
ABBVIE INC
+$172.0K
4,797
+56%
减持
IHI
ISHARES TR
-$172.0K
17,637
-12%
减持
CHGG
CHEGG INC
-$165.0K
10,000
-50%
建仓
HOPE
HOPE BANCORP INC
+$164.0K
13,025
增持
KO
COCA COLA CO
+$157.0K
11,909
+47%
增持
GOOGL
ALPHABET INC
+$145.0K
12,472
+2493%
建仓
GUG
GUGGENHEIM ACTIVE ALLOC FD
+$143.0K
11,068
增持
AVUV
AMERICAN CENTY ETF TR
+$142.0K
5,271
+74%
增持
BAC
BK OF AMERICA CORP
+$133.0K
31,869
+20%
增持
JNJ
JOHNSON & JOHNSON
+$130.0K
2,321
+65%
增持
WM
WASTE MGMT INC DEL
+$128.0K
2,149
+52%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$122.0K
52,985
+17%
增持
LLY
LILLY ELI & CO
+$121.0K
2,052
+23%
增持
PFE
PFIZER INC
-$112.0K
21,713
+7%
减持
TIP
ISHARES TR
-$111.0K
2,366
-25%
增持
DIS
DISNEY WALT CO
+$109.0K
74,906
+2%
清仓
MSOS
ADVISORSHARES TR
-$104.0K
0
-100%
增持
ACCD
ACCOLADE INC
+$104.0K
25,919
+0%
减持
IWM
ISHARES TR
-$103.0K
15,537
-1%
减持
QUAL
ISHARES TR
-$91.0K
9,432
-2%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$91.0K
13,825
+0%
增持
PG
PROCTER AND GAMBLE CO
+$81.0K
7,835
+24%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$80.0K
1,117
+79%
减持
VO
VANGUARD INDEX FDS
-$76.0K
1,312
-20%
增持
META
META PLATFORMS INC
-$75.0K
7,746
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$74.0K
940
+39%
增持
XYL
XYLEM INC
+$74.0K
4,566
+10%
建仓
INN
SUMMIT HOTEL PPTYS INC
+$73.0K
10,937
