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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 69
增持 59
减持 8
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$19.5M
604,271
+2%
增持
IVV
ISHARES TR
+$16.3M
426,636
+4%
增持
AAPL
APPLE INC
-$6.1M
800,443
+0%
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
IJH
ISHARES TR
+$5.5M
202,514
+2%
增持
IQDG
WISDOMTREE TR
+$5.3M
378,089
+59%
增持
IJR
ISHARES TR
+$4.4M
496,584
+2%
增持
PEP
PEPSICO INC
+$3.7M
207,905
+0%
增持
VOO
VANGUARD INDEX FDS
+$3.5M
14,306
+208%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$3.4M
192,401
清仓
JHMD
JOHN HANCOCK EXCHANGE TRADED
-$3.4M
0
-100%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$3.1M
13,861
+0%
增持
MSFT
MICROSOFT CORP
+$2.4M
29,967
+46%
建仓
IXP
ISHARES TR
+$1.9M
34,995
建仓
CMF
ISHARES TR
+$1.8M
32,123
建仓
VTEB
VANGUARD MUN BD FDS
+$1.8M
36,397
增持
EEMV
ISHARES INC
+$1.6M
131,013
+24%
建仓
VV
VANGUARD INDEX FDS
+$1.6M
9,237
增持
VO
VANGUARD INDEX FDS
+$1.5M
8,558
+552%
减持
IWY
ISHARES TR
-$1.3M
41,550
-22%
建仓
IEFA
ISHARES TR
+$1.3M
20,516
增持
USMV
ISHARES TR
+$1.2M
72,107
+19%
建仓
TAFI
AB ACTIVE ETFS INC
+$1.2M
47,455
增持
VTI
VANGUARD INDEX FDS
+$1.1M
7,388
+375%
减持
AMZN
AMAZON COM INC
-$1.1M
21,695
-15%
增持
IWV
ISHARES TR
+$1.1M
6,249
+296%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
68,967
+35%
增持
ESGU
ISHARES TR
+$1.0M
99,374
+7%
增持
IWB
ISHARES TR
+$982.7K
36,404
+8%
增持
EFG
ISHARES TR
+$974.9K
36,030
+28%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$904.0K
297,633
+38%
增持
QEFA
SPDR INDEX SHS FDS
+$802.5K
17,761
+195%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$752.2K
54,546
+126%
增持
JPM
JPMORGAN CHASE & CO
+$740.0K
12,117
+43%
建仓
AVSU
AMERICAN CENTY ETF TR
+$738.6K
16,147
增持
SUB
ISHARES TR
+$715.0K
16,544
+68%
减持
TSLA
TESLA INC
-$713.6K
2,374
-37%
建仓
RAAX
VANECK ETF TRUST
+$688.3K
27,755
增持
CVX
CHEVRON CORP NEW
+$687.8K
12,924
+14%
建仓
NVR
NVR INC
+$687.3K
149
建仓
GLD
SPDR GOLD TR
+$660.6K
3,894
建仓
VZ
VERIZON COMMUNICATIONS INC
+$638.9K
16,215
减持
GCC
WISDOMTREE TR
-$600.4K
59,584
-25%
建仓
VTIP
VANGUARD MALVERN FDS
+$597.6K
12,793
增持
XLV
SELECT SECTOR SPDR TR
+$583.9K
7,692
+102%
清仓
—
HUDSON EXECUTIVE INVS CORP I
-$555.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$541.5K
3,390
+36%
建仓
VB
VANGUARD INDEX FDS
+$533.5K
2,907
增持
XLE
SELECT SECTOR SPDR TR
+$532.6K
9,645
+124%
增持
DIS
DISNEY WALT CO
-$511.5K
75,432
+1%
增持
MRK
MERCK & CO INC
+$496.2K
11,296
+29%
建仓
—
TPI COMPOSITES INC
+$461.4K
45,500
增持
PG
PROCTER AND GAMBLE CO
+$459.1K
9,547
+22%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$453.5K
4,140
增持
HD
HOME DEPOT INC
+$450.9K
5,091
+21%
建仓
IEMG
ISHARES INC
+$447.0K
9,572
减持
QUAL
ISHARES TR
-$446.8K
4,679
-50%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$428.7K
4,247
增持
MINT
PIMCO ETF TR
+$418.5K
7,861
+118%
增持
TLT
ISHARES TR
+$414.3K
52,937
+12%
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$408.4K
8,293
建仓
MBND
SSGA ACTIVE TR
+$407.4K
15,237
增持
JNJ
JOHNSON & JOHNSON
+$403.7K
4,430
+91%
建仓
AGG
ISHARES TR
+$396.6K
4,089
清仓
EFA
ISHARES TR
-$388.0K
0
-100%
增持
IYE
ISHARES TR
+$382.5K
39,158
+7%
增持
FMB
FIRST TR EXCH TRADED FD III
+$375.0K
39,653
+20%
增持
V
VISA INC
+$364.0K
4,307
+44%
建仓
MQY
BLACKROCK MUNIYILD QULT FD I
+$357.8K
30,846
减持
IHI
ISHARES TR
-$353.3K
9,125
-48%
增持
VLUE
ISHARES TR
+$350.8K
35,910
+1%
建仓
SHY
ISHARES TR
+$348.6K
4,294
增持
NFLX
NETFLIX INC
+$328.9K
2,794
+33%
清仓
IWD
ISHARES TR
-$316.0K
0
-100%
建仓
OPER
ETF SER SOLUTIONS
+$301.5K
3,011
建仓
COP
CONOCOPHILLIPS
+$298.1K
2,526
清仓
ACCD
ACCOLADE INC
-$296.0K
0
-100%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$294.4K
1,721
减持
META
META PLATFORMS INC
-$294.0K
6,282
-19%
建仓
GILD
GILEAD SCIENCES INC
+$293.2K
3,415
建仓
MRSH
MARSH & MCLENNAN COS INC
+$290.3K
1,754
建仓
TJX
TJX COS INC NEW
+$281.1K
3,531
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$279.7K
1,980
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$277.2K
23,813
+33%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$277.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$275.6K
2,498
+20%
清仓
FCX
FREEPORT-MCMORAN INC
-$273.0K
0
-100%
增持
DE
DEERE & CO
+$269.9K
1,159
+70%
建仓
PRU
PRUDENTIAL FINL INC
+$269.2K
2,706
增持
ABBV
ABBVIE INC
+$269.0K
5,649
+18%
建仓
GS
GOLDMAN SACHS GROUP INC
+$267.7K
779
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$267.0K
1,796
+26%
建仓
EFIV
SPDR SER TR
+$267.0K
7,282
建仓
CMCSA
COMCAST CORP NEW
+$255.0K
7,292
建仓
HON
HONEYWELL INTL INC
+$254.1K
1,185
增持
NVDA
NVIDIA CORPORATION
+$253.7K
6,095
+16%
建仓
DGRO
ISHARES TR
+$250.0K
4,999
增持
IWM
ISHARES TR
+$247.8K
16,115
+4%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$246.5K
9,998
建仓
PFF
ISHARES TR
+$245.9K
8,055
增持
AVGO
BROADCOM INC
+$245.1K
1,349
+18%
建仓
ELV
ELEVANCE HEALTH INC
+$244.2K
476
建仓
APD
AIR PRODS & CHEMS INC
+$243.2K
789
增持
PFE
PFIZER INC
+$243.0K
23,302
+7%
建仓
CROX
CROCS INC
+$240.7K
2,220
建仓
FSLR
FIRST SOLAR INC
+$240.0K
1,602
增持
STIP
ISHARES TR
+$239.4K
12,999
+22%
增持
IFRA
ISHARES TR
+$238.1K
43,052
+5%
建仓
APA
APA CORPORATION
+$237.1K
5,078
清仓
FUMB
FIRST TR EXCH TRADED FD III
-$237.0K
0
-100%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$234.8K
72,670
+37%
建仓
PLD
PROLOGIS INC.
+$234.4K
2,078
增持
AVUV
AMERICAN CENTY ETF TR
+$234.2K
7,827
+48%
增持
ABT
ABBOTT LABS
+$230.3K
5,049
+51%
建仓
NVO
NOVO-NORDISK A S
+$229.0K
1,692
清仓
—
MEDTRONIC PLC
-$228.0K
0
-100%
清仓
GTLS
CHART INDS INC
-$228.0K
0
-100%
建仓
ZYME
ZYMEWORKS DEL INC
+$226.7K
28,846
建仓
IDA
IDACORP INC
+$226.5K
2,100
建仓
IVOL
KRANESHARES TR
+$225.9K
9,990
建仓
DLY
DOUBLELINE YIELD OPPORTUNITI
+$225.7K
17,206
建仓
MANH
MANHATTAN ASSOCIATES INC
+$225.6K
1,858
建仓
MO
ALTRIA GROUP INC
+$221.5K
4,846
建仓
SYY
SYSCO CORP
+$219.7K
2,873
建仓
XLK
SELECT SECTOR SPDR TR
+$219.3K
1,762
建仓
—
CHUBB LIMITED
+$218.4K
990
增持
CSCO
CISCO SYS INC
+$214.7K
17,457
+13%
建仓
NVS
NOVARTIS AG
+$214.0K
2,359
清仓
FAST
FASTENAL CO
-$214.0K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$212.8K
1,556
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$212.4K
18,000
清仓
AMT
AMERICAN TOWER CORP NEW
-$212.0K
0
-100%
清仓
CHGG
CHEGG INC
-$211.0K
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$210.4K
3,670
建仓
FUL
FULLER H B CO
+$210.3K
2,936
建仓
GE
GENERAL ELECTRIC CO
+$210.1K
2,507
建仓
WMB
WILLIAMS COS INC
+$209.1K
6,354
建仓
UGI
UGI CORP NEW
+$208.7K
5,629
建仓
CRM
SALESFORCE INC
+$208.6K
1,573
建仓
QCOM
QUALCOMM INC
+$208.4K
1,896
建仓
SAIA
SAIA INC
+$207.6K
990
建仓
AMAT
APPLIED MATLS INC
+$206.7K
2,122
建仓
MMM
3M CO
+$206.6K
1,722
增持
GOOGL
ALPHABET INC
+$206.2K
15,858
+27%
建仓
ZTS
ZOETIS INC
+$204.0K
1,392
增持
T
AT&T INC
+$203.5K
20,617
+79%
建仓
SHM
SPDR SER TR
+$202.8K
4,316
增持
AXP
AMERICAN EXPRESS CO
+$200.5K
4,247
+34%
减持
WFC
WELLS FARGO CO NEW
-$193.8K
10,177
-33%
清仓
SLV
ISHARES SILVER TR
-$193.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$189.3K
2,717
+55%
