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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 43
增持 43
减持 33
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$28.4M
802,663
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$16.4M
604,637
+0%
增持
IVV
ISHARES TR
+$12.6M
429,479
+1%
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
TLT
ISHARES TR
+$10.1M
144,494
+173%
建仓
EMTL
SSGA ACTIVE TR
+$7.7M
187,948
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.9M
48,249
+1065%
增持
ESGU
ISHARES TR
+$5.6M
154,573
+56%
建仓
MTUM
ISHARES TR
+$5.6M
39,947
减持
EEMV
ISHARES INC
-$4.3M
49,365
-62%
增持
IQDG
WISDOMTREE TR
+$3.6M
447,063
+18%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$3.5M
65,138
-78%
建仓
MBB
ISHARES TR
+$3.4M
36,211
增持
USMV
ISHARES TR
+$2.8M
110,324
+53%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$2.3M
61,353
-68%
减持
VLUE
ISHARES TR
-$2.1M
13,003
-64%
减持
IJH
ISHARES TR
+$1.6M
202,212
-0%
减持
IYE
ISHARES TR
-$1.6M
5,524
-86%
增持
VV
VANGUARD INDEX FDS
+$1.3M
15,601
+69%
清仓
STIP
ISHARES TR
-$1.3M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.3M
29,297
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
7,136
+17%
增持
DIS
DISNEY WALT CO
+$1.1M
76,019
+1%
减持
IJR
ISHARES TR
+$918.0K
495,498
-0%
增持
META
META PLATFORMS INC
+$899.9K
7,813
+24%
增持
AMZN
AMAZON COM INC
+$895.4K
26,312
+21%
减持
VO
VANGUARD INDEX FDS
-$853.0K
4,226
-51%
减持
VTI
VANGUARD INDEX FDS
-$828.0K
2,864
-61%
增持
SPTL
SPDR SER TR
+$798.3K
76,587
+42%
减持
GCC
WISDOMTREE TR
-$770.0K
17,659
-70%
减持
SUB
ISHARES TR
-$729.6K
9,508
-43%
增持
TSLA
TESLA INC
+$711.4K
4,838
+104%
减持
IWV
ISHARES TR
-$695.1K
2,905
-54%
清仓
RAAX
VANECK ETF TRUST
-$688.3K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$669.0K
6,826
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$666.9K
13,854
-0%
增持
IWB
ISHARES TR
+$642.4K
36,878
+1%
增持
GOOGL
ALPHABET INC
+$609.4K
19,363
+22%
清仓
VTIP
VANGUARD MALVERN FDS
-$597.6K
0
-100%
增持
IFRA
ISHARES TR
+$527.3K
55,958
+30%
减持
XLE
SELECT SECTOR SPDR TR
-$500.1K
4,147
-57%
建仓
ASPN
ASPEN AEROGELS INC
+$499.1K
67,000
建仓
UBER
UBER TECHNOLOGIES INC
+$483.4K
15,250
增持
XLV
SELECT SECTOR SPDR TR
+$482.7K
11,799
+53%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$478.3K
7,000
增持
VOO
VANGUARD INDEX FDS
+$445.0K
14,549
+2%
建仓
—
INTEVAC INC
+$428.7K
58,483
建仓
FCX
FREEPORT-MCMORAN INC
+$413.9K
10,116
建仓
—
LINDE PLC
+$404.1K
1,136
清仓
AGG
ISHARES TR
-$396.6K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$385.9K
4,824
+127%
清仓
—
EATON CORP PLC
-$377.3K
0
-100%
增持
EFG
ISHARES TR
+$367.4K
36,136
+0%
增持
GOOG
ALPHABET INC
+$363.7K
14,591
+12%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$360.4K
2,101
+57%
增持
COWZ
PACER FDS TR
+$357.2K
16,164
+86%
清仓
SHY
ISHARES TR
-$348.6K
0
-100%
减持
IWY
ISHARES TR
+$346.9K
38,544
-7%
增持
PEP
PEPSICO INC
+$346.1K
207,932
+0%
建仓
GDXJ
VANECK ETF TRUST
+$339.9K
8,606
建仓
INTC
INTEL CORP
+$328.3K
10,049
减持
TAFI
AB ACTIVE ETFS INC
-$324.6K
34,247
-28%
增持
QQQ
INVESCO QQQ TR
+$317.9K
5,637
+1%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$317.0K
6,300
清仓
OPER
ETF SER SOLUTIONS
-$301.5K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$298.6K
3,172
-6%
建仓
ADC
AGREE RLTY CORP
+$297.4K
4,335
建仓
FICO
FAIR ISAAC CORP
+$295.8K
421
清仓
—
LINDE PLC
-$282.3K
0
-100%
减持
MINT
PIMCO ETF TR
-$279.2K
5,000
-36%
清仓
SCHW
SCHWAB CHARLES CORP
-$276.5K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$274.4K
334
建仓
FTNT
FORTINET INC
+$273.4K
4,113
建仓
ED
CONSOLIDATED EDISON INC
+$272.4K
2,847
建仓
PYPL
PAYPAL HLDGS INC
+$265.0K
3,489
建仓
FAST
FASTENAL CO
+$264.1K
4,897
建仓
EQIX
EQUINIX INC
+$257.6K
357
建仓
LNTH
LANTHEUS HLDGS INC
+$256.7K
3,109
清仓
DUK
DUKE ENERGY CORP NEW
-$256.5K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$256.2K
4,246
建仓
LII
LENNOX INTL INC
+$256.1K
1,019
减持
BAC
BANK AMERICA CORP
-$248.4K
27,247
-12%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$246.5K
0
-100%
建仓
FDX
FEDEX CORP
+$246.3K
1,078
清仓
PFF
ISHARES TR
-$245.9K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$245.8K
1,093
清仓
AEP
AMERICAN ELEC PWR CO INC
-$245.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$244.2K
0
-100%
建仓
—
PIONEER NAT RES CO
+$242.4K
1,187
建仓
ATI
ATI INC
+$242.4K
6,143
增持
COST
COSTCO WHSL CORP NEW
+$237.8K
1,560
+33%
减持
ABT
ABBOTT LABS
-$237.7K
3,127
-38%
清仓
APA
APA CORPORATION
-$237.1K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$232.8K
3,767
-17%
建仓
CME
CME GROUP INC
+$231.8K
1,210
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$228.9K
2,113
+18%
增持
MO
ALTRIA GROUP INC
+$228.8K
10,094
+108%
清仓
MS
MORGAN STANLEY
-$226.4K
0
-100%
建仓
CPRT
COPART INC
+$226.2K
3,008
清仓
IVOL
KRANESHARES TR
-$225.9K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$224.6K
0
-100%
清仓
DBB
INVESCO DB MULTI-SECTOR COMM
-$223.7K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$218.9K
1,636
建仓
ADI
ANALOG DEVICES INC
+$218.5K
1,108
清仓
—
CHUBB LIMITED
-$218.4K
0
-100%
减持
CMF
ISHARES TR
-$217.6K
27,600
-14%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$217.6K
0
-100%
清仓
M
MACYS INC
-$216.8K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$215.3K
4,384
清仓
NVS
NOVARTIS AG
-$214.0K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$211.3K
547
清仓
—
CAPRI HOLDINGS LIMITED
-$210.4K
0
-100%
建仓
—
LAM RESEARCH CORP
+$209.5K
395
增持
CRM
SALESFORCE INC
+$209.2K
2,091
+33%
清仓
WMB
WILLIAMS COS INC
-$209.1K
0
-100%
清仓
UGI
UGI CORP NEW
-$208.7K
0
-100%
建仓
PBF
PBF ENERGY INC
+$208.6K
4,812
建仓
—
CONSOLIDATED WATER CO INC
+$208.3K
12,680
减持
—
TPI COMPOSITES INC
-$206.9K
19,500
-57%
清仓
MMM
3M CO
-$206.6K
0
-100%
清仓
BBT
BERKSHIRE HILLS BANCORP INC
-$205.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$204.4K
2,258
+37%
清仓
SHM
SPDR SER TR
-$202.8K
0
-100%
建仓
TER
TERADYNE INC
+$202.0K
1,879
建仓
RS
RELIANCE STEEL & ALUMINUM CO
+$200.3K
780
增持
CSCO
CISCO SYS INC
+$194.7K
19,634
+12%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$188.1K
10,261
增持
WMT
WALMART INC
+$187.1K
5,767
+23%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$185.2K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$176.9K
8,542
-11%
增持
CVX
CHEVRON CORP NEW
-$176.8K
13,134
+2%
减持
HD
HOME DEPOT INC
-$167.3K
4,881
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$160.7K
67,638
-2%
减持
JPM
JPMORGAN CHASE & CO
-$154.5K
11,284
-7%
建仓
PEB
PEBBLEBROOK HOTEL TR
+$151.9K
10,820
建仓
—
ENETI INC
+$149.8K
16,016
减持
PM
PHILIP MORRIS INTL INC
-$147.0K
3,299
-29%
减持
IXP
ISHARES TR
+$142.4K
31,974
-9%
增持
AXP
AMERICAN EXPRESS CO
+$139.4K
4,649
+9%
增持
MRSH
MARSH & MCLENNAN COS INC
+$138.2K
2,573
+47%
减持
ABBV
ABBVIE INC
-$136.1K
4,875
-14%
增持
MCD
MCDONALDS CORP
+$132.3K
2,831
+13%
清仓
HOPE
HOPE BANCORP INC
-$128.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$128.2K
867
-22%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$119.5K
45,100
增持
IDA
IDACORP INC
+$118.5K
3,184
+52%
增持
CMCSA
COMCAST CORP NEW
+$116.0K
9,784
+34%
增持
QEFA
SPDR INDEX SHS FDS
+$114.8K
18,079
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$113.2K
33,322
-8%
增持
C
CITIGROUP INC
+$112.1K
7,243
+44%
增持
ORCL
ORACLE CORP
+$110.3K
6,473
+8%
