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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 30
增持 39
减持 54
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$71.1M
7,276,274
-0%
增持
AAPL
APPLE INC
-$18.2M
804,473
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$9.6M
604,592
-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
QUAL
ISHARES TR
+$7.7M
63,442
+1161%
减持
IVV
ISHARES TR
-$7.2M
433,518
-0%
增持
IQDG
WISDOMTREE TR
+$6.9M
711,872
+54%
减持
MTUM
ISHARES TR
-$4.8M
11,453
-74%
减持
EMTL
SSGA ACTIVE TR
-$4.2M
106,657
-48%
建仓
JPME
J P MORGAN EXCHANGE TRADED F
+$3.8M
45,808
减持
PEP
PEPSICO INC
-$3.3M
205,663
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.7M
73,951
+38%
减持
IJR
ISHARES TR
-$2.7M
490,314
-0%
减持
USMV
ISHARES TR
-$2.6M
84,572
-28%
减持
IJH
ISHARES TR
-$2.5M
199,819
-0%
清仓
VV
VANGUARD INDEX FDS
-$2.5M
0
-100%
增持
TLT
ISHARES TR
+$1.8M
187,924
+30%
减持
IWM
ISHARES TR
-$1.7M
14,935
-36%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
10,199
-24%
减持
VTEB
VANGUARD MUN BD FDS
-$1.4M
4,708
-86%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$1.1M
66,300
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$1.1M
13,320
-0%
建仓
HYMB
SPDR SER TR
+$1.1M
46,887
清仓
—
CHINOOK THERAPEUTICS INC
-$855.1K
0
-100%
减持
NFLX
NETFLIX INC
-$634.6K
726
-65%
建仓
IVE
ISHARES TR
+$615.5K
4,001
增持
CVX
CHEVRON CORP NEW
+$595.1K
14,913
+22%
清仓
VO
VANGUARD INDEX FDS
-$585.4K
0
-100%
增持
FMB
FIRST TR EXCH TRADED FD III
+$558.7K
57,866
+29%
减持
IWB
ISHARES TR
-$523.2K
35,682
-2%
增持
DIS
DISNEY WALT CO
-$492.6K
71,944
+2%
增持
TAFI
AB ACTIVE ETFS INC
+$478.5K
55,162
+57%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$468.4K
20,774
-55%
减持
EEMV
ISHARES INC
-$454.9K
36,425
-16%
减持
NVDA
NVIDIA CORPORATION
-$440.6K
6,548
-16%
减持
EFG
ISHARES TR
-$440.6K
32,927
-4%
减持
MCD
MCDONALDS CORP
-$432.9K
914
-60%
增持
CMF
ISHARES TR
+$431.9K
35,300
+34%
增持
MSFT
MICROSOFT CORP
-$418.9K
31,386
+3%
增持
ESGU
ISHARES TR
+$415.9K
174,313
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$395.2K
62,442
-8%
增持
IEMG
ISHARES INC
+$382.4K
18,611
+82%
建仓
T
AT&T INC
+$367.6K
24,477
增持
SPTL
SPDR SER TR
+$353.2K
134,438
+27%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$347.6K
4,000
增持
TSLA
TESLA INC
+$346.4K
4,370
+53%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$343.5K
37,321
+36%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$328.7K
45,113
+95%
减持
AVGO
BROADCOM INC
-$318.0K
589
-37%
建仓
RAAX
VANECK ETF TRUST
+$288.3K
11,380
减持
IWV
ISHARES TR
-$275.9K
5,695
-13%
减持
GE
GENERAL ELECTRIC CO
-$275.3K
2,391
-51%
建仓
REG
REGENCY CTRS CORP
+$273.1K
4,594
减持
HD
HOME DEPOT INC
-$265.1K
3,605
-17%
减持
IWY
ISHARES TR
-$262.6K
37,080
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$261.6K
13,020
+22%
清仓
—
CONSOLIDATED WATER CO INC
-$260.9K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$259.8K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$259.2K
801
清仓
VZ
VERIZON COMMUNICATIONS INC
-$256.9K
0
-100%
清仓
TIP
ISHARES TR
-$255.5K
0
-100%
清仓
FTNT
FORTINET INC
-$250.7K
0
-100%
清仓
CROX
CROCS INC
-$249.1K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$246.1K
3,253
建仓
PBF
PBF ENERGY INC
+$242.5K
4,531
清仓
CVS
CVS HEALTH CORP
-$238.6K
0
-100%
减持
AMZN
AMAZON COM INC
-$236.6K
27,747
-4%
减持
DVY
ISHARES TR
-$234.9K
2,519
-44%
建仓
FCX
FREEPORT-MCMORAN INC
+$231.4K
6,205
建仓
VRT
VERTIV HOLDINGS CO
+$229.3K
6,164
清仓
RMBS
RAMBUS INC DEL
-$228.1K
0
-100%
清仓
—
BLACK KNIGHT INC
-$223.1K
0
-100%
建仓
AA
ALCOA CORP
+$218.9K
7,532
建仓
CI
THE CIGNA GROUP
+$216.2K
756
建仓
—
CONSOL ENERGY INC NEW
+$215.9K
2,058
清仓
TMHC
TAYLOR MORRISON HOME CORP
-$214.9K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$214.6K
1,293
建仓
FANG
DIAMONDBACK ENERGY INC
+$213.0K
1,375
减持
UNH
UNITEDHEALTH GROUP INC
-$212.8K
2,579
-18%
清仓
—
TOPBUILD CORP
-$211.2K
0
-100%
清仓
FAST
FASTENAL CO
-$210.9K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$209.7K
2,306
清仓
DE
DEERE & CO
-$208.7K
0
-100%
清仓
PDFS
PDF SOLUTIONS INC
-$208.0K
0
-100%
清仓
HUBB
HUBBELL INC
-$206.9K
0
-100%
清仓
IWP
ISHARES TR
-$206.7K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$206.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$205.9K
1,578
-36%
建仓
MOH
MOLINA HEALTHCARE INC
+$205.3K
626
建仓
—
PIONEER NAT RES CO
+$203.6K
887
建仓
GTLS
CHART INDS INC
+$203.5K
1,203
清仓
RS
RELIANCE STEEL & ALUMINUM CO
-$201.8K
0
-100%
建仓
APA
APA CORPORATION
+$201.2K
4,896
清仓
—
ENCORE WIRE CORP
-$200.6K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$196.2K
0
-100%
增持
UNP
UNION PAC CORP
+$186.2K
2,307
+66%
减持
GOOGL
ALPHABET INC
+$176.4K
19,570
-2%
减持
JPM
JPMORGAN CHASE & CO
-$173.2K
8,874
-12%
增持
MA
MASTERCARD INCORPORATED
+$171.6K
2,288
+23%
减持
INDI
INDIE SEMICONDUCTOR INC
-$171.5K
25,000
-29%
减持
PFE
PFIZER INC
-$162.3K
16,374
-15%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$155.8K
35,373
+97%
减持
GOOG
ALPHABET INC
+$142.1K
14,285
-1%
增持
ADBE
ADOBE INC
+$137.1K
2,112
+10%
增持
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
+$134.8K
31,616
+90%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$134.0K
13,843
减持
IHI
ISHARES TR
-$133.8K
6,025
-20%
减持
VLUE
ISHARES TR
-$125.5K
8,459
-11%
减持
IEFA
ISHARES TR
-$123.9K
15,301
-7%
建仓
FHN
FIRST HORIZON CORPORATION
+$120.4K
10,922
减持
BAC
BANK AMERICA CORP
-$119.7K
10,648
-26%
建仓
—
SIRIUS XM HOLDINGS INC
+$112.3K
24,847
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$108.8K
0
-100%
建仓
AGNC
AGNC INVT CORP
+$108.6K
11,500
建仓
LYFT
LYFT INC
+$105.4K
10,000
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$104.9K
0
-100%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$100.8K
36,317
+43%
增持
WMT
WALMART INC
+$99.4K
5,469
+11%
减持
IXP
ISHARES TR
-$97.3K
27,929
-5%
增持
COST
COSTCO WHSL CORP NEW
+$94.0K
1,206
+11%
减持
ORCL
ORACLE CORP
-$92.9K
4,776
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$90.2K
1,661
+16%
减持
CSCO
CISCO SYS INC
-$87.8K
17,084
-12%
增持
SUB
ISHARES TR
+$87.2K
10,734
+10%
减持
PAXS
PIMCO ACCESS INCOME FUND
-$86.2K
65,188
-3%
减持
META
META PLATFORMS INC
+$85.9K
7,992
-1%
增持
MRK
MERCK & CO INC
-$82.8K
8,735
+3%
增持
QEFA
SPDR INDEX SHS FDS
+$82.6K
21,393
+11%
减持
KLAC
KLA CORP
-$80.9K
494
-22%
增持
AXP
AMERICAN EXPRESS CO
-$80.8K
3,302
+0%
减持
KO
COCA COLA CO
-$78.1K
4,984
-16%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$74.8K
13,924
-16%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$74.7K
14,101
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$73.6K
3,567
-8%
增持
MRSH
MARSH & MCLENNAN COS INC
+$70.0K
1,551
+30%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$67.0K
56,568
+9%
减持
QQQ
INVESCO QQQ TR
-$65.4K
5,146
-0%
建仓
—
DISH NETWORK CORPORATION
+$60.3K
10,296
清仓
—
INTEVAC INC
-$60.3K
0
-100%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$59.9K
24,824
+9%
增持
MBB
ISHARES TR
+$57.5K
41,262
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$57.2K
5,848
+14%
减持
—
UNITED STATES STL CORP NEW
+$52.9K
8,683
-5%
增持
IFRA
ISHARES TR
-$52.9K
57,585
+4%
减持
ATI
ATI INC
-$52.4K
5,323
-13%
减持
LMT
LOCKHEED MARTIN CORP
-$50.9K
685
-5%
增持
SPYM
SPDR SER TR
+$44.8K
7,833
+17%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$43.1K
0
-100%
增持
GCC
WISDOMTREE TR
+$42.0K
13,993
+14%
建仓
—
HANESBRANDS INC
+$41.0K
10,348
减持
TXN
TEXAS INSTRS INC
-$40.3K
1,830
-1%
