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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 63
增持 58
减持 21
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$89.7M
720,663
+19%
增持
IVV
ISHARES TR
+$34.5M
420,850
+8%
增持
IJH
ISHARES TR
-$25.7M
300,168
+89%
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。
减持
IJR
ISHARES TR
-$25.7M
148,197
-62%
增持
AAPL
APPLE INC
-$16.8M
806,489
+0%
增持
VLUE
ISHARES TR
+$11.9M
118,580
+1116%
增持
JNJ
JOHNSON & JOHNSON
+$10.1M
6,882,807
+0%
建仓
MOAT
VANECK ETF TRUST
+$9.3M
103,855
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$8.4M
151,810
减持
IQDG
WISDOMTREE TR
-$8.4M
481,343
-35%
减持
QUAL
ISHARES TR
-$8.0M
10,440
-84%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$5.7M
0
-100%
清仓
SPSM
SPDR SER TR
-$5.3M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.5M
55,404
+671%
增持
XLE
SELECT SECTOR SPDR TR
+$4.4M
48,935
+1510%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$4.2M
93,065
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$3.8M
6,383
-87%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
7,023
+24%
减持
USMV
ISHARES TR
-$3.5M
39,969
-54%
增持
MSFT
MICROSOFT CORP
+$3.2M
33,136
+16%
增持
DIS
DISNEY WALT CO
+$2.5M
77,116
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.5M
58,730
-25%
增持
ESGU
ISHARES TR
+$2.2M
187,052
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.1M
21,874
-67%
减持
TLT
ISHARES TR
-$1.8M
189,546
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
10,209
-78%
增持
AVGO
BROADCOM INC
+$1.7M
1,883
+149%
增持
META
META PLATFORMS INC
+$1.6M
8,573
+18%
减持
IWM
ISHARES TR
-$1.6M
6,582
-55%
增持
PEP
PEPSICO INC
+$1.4M
208,835
+1%
增持
AMZN
AMAZON COM INC
+$1.4M
28,102
+16%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
6,602
+318%
建仓
BIL
SPDR SER TR
+$1.3M
13,770
建仓
IUSB
ISHARES TR
+$1.2M
26,884
建仓
IWF
ISHARES TR
+$1.2M
3,618
减持
IFRA
ISHARES TR
-$1.1M
30,398
-49%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.0M
7,622
+348%
增持
VOO
VANGUARD INDEX FDS
+$992.7K
11,363
+11%
减持
IWB
ISHARES TR
+$939.3K
36,577
-0%
建仓
BOXX
EA SERIES TRUST
+$917.0K
8,613
建仓
BILS
SPDR SER TR
+$916.7K
9,220
增持
LLY
ELI LILLY & CO
+$841.2K
2,257
+44%
增持
JPM
JPMORGAN CHASE & CO
+$803.9K
12,001
+28%
建仓
EFV
ISHARES TR
+$800.0K
14,706
增持
ABBV
ABBVIE INC
+$778.1K
6,083
+186%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$767.0K
18,988
增持
GOOGL
ALPHABET INC
+$754.0K
19,480
+24%
增持
HD
HOME DEPOT INC
+$736.4K
5,375
+41%
增持
SHYG
ISHARES TR
+$721.3K
56,513
+42%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$694.1K
6,056
减持
IWY
ISHARES TR
+$665.5K
35,881
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$650.5K
3,982
+39%
建仓
BMO
BANK MONTREAL QUE
+$632.1K
6,471
增持
MBB
ISHARES TR
+$629.4K
49,490
+18%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$627.9K
16,054
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$611.5K
13,507
增持
EFG
ISHARES TR
+$611.0K
38,607
+10%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$583.2K
11,493
增持
ORCL
ORACLE CORP
+$562.1K
9,213
+63%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$557.7K
6,322
建仓
DYNF
BLACKROCK ETF TRUST
+$556.5K
12,534
建仓
AMAT
APPLIED MATLS INC
+$549.1K
2,662
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$547.5K
0
-100%
建仓
IVW
ISHARES TR
+$536.7K
6,356
增持
GOOG
ALPHABET INC
+$533.9K
15,875
+19%
增持
FMB
FIRST TR EXCH TRADED FD III
+$522.6K
77,499
+16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$517.1K
27,667
-32%
增持
NVO
NOVO-NORDISK A S
+$502.5K
6,792
+90%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$485.1K
6,540
增持
—
ASML HOLDING N V
+$466.7K
750
+117%
增持
AMD
ADVANCED MICRO DEVICES INC
+$465.1K
5,647
+50%
建仓
QCOM
QUALCOMM INC
+$461.5K
2,726
建仓
TER
TERADYNE INC
+$451.3K
4,000
增持
CAT
CATERPILLAR INC
+$444.9K
1,958
+112%
建仓
PECO
PHILLIPS EDISON & CO INC
+$438.7K
12,231
增持
MA
MASTERCARD INCORPORATED
+$432.2K
3,333
+21%
增持
—
ACCENTURE PLC IRELAND
+$430.6K
3,904
+48%
增持
—
EXXON MOBIL CORP
+$416.7K
6,292
+100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$411.1K
1,030
建仓
BEEZ
EA SERIES TRUST
+$406.3K
13,242
增持
V
VISA INC
+$397.0K
4,223
+41%
减持
PAXS
PIMCO ACCESS INCOME FUND
-$386.8K
26,488
-53%
建仓
—
FERRARI N V
+$382.1K
876
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$381.5K
10,181
增持
IVE
ISHARES TR
+$381.3K
5,623
+46%
增持
PFE
PFIZER INC
+$373.9K
21,452
+179%
减持
HYMB
SPDR SER TR
-$373.5K
25,575
-37%
增持
COST
COSTCO WHSL CORP NEW
+$367.2K
1,895
+22%
增持
MRK
MERCK & CO INC
+$360.4K
10,469
+12%
清仓
SCZ
ISHARES TR
-$357.7K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$357.1K
3,029
增持
MTUM
ISHARES TR
+$356.9K
11,470
+0%
建仓
VST
VISTRA CORP
+$348.3K
5,000
增持
IXP
ISHARES TR
+$348.2K
25,621
+6%
建仓
RSPE
INVESCO EXCH TRADED FD TR II
+$346.5K
13,372
建仓
IWD
ISHARES TR
+$343.7K
1,919
减持
AVSU
AMERICAN CENTY ETF TR
-$343.1K
13,735
-35%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$342.5K
3,823
+61%
建仓
BX
BLACKSTONE INC
+$333.3K
2,537
建仓
SSUS
STRATEGY SHS
+$332.7K
8,652
增持
WMT
WALMART INC
+$327.0K
11,555
+395%
建仓
AVT
AVNET INC
+$317.9K
6,411
建仓
DSI
ISHARES TR
+$313.6K
3,110
建仓
QUS
SPDR SER TR
+$300.4K
2,063
建仓
SPAB
SPDR SER TR
+$296.6K
11,733
增持
BAC
BANK AMERICA CORP
+$295.4K
23,515
+33%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$288.5K
12,628
-56%
减持
XLV
SELECT SECTOR SPDR TR
-$287.9K
13,697
-19%
增持
EEMV
ISHARES INC
+$286.7K
39,264
+13%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$284.5K
6,780
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$283.9K
2,087
增持
—
LINDE PLC
+$282.0K
1,276
+69%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$281.8K
6,298
增持
EMTL
SSGA ACTIVE TR
+$279.8K
106,628
+6%
建仓
AMGN
AMGEN INC
+$278.6K
980
清仓
USLM
UNITED STS LIME & MINERALS I
-$276.7K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$276.7K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$275.0K
4,559
+12%
建仓
LCTU
BLACKROCK ETF TRUST
+$275.0K
4,790
建仓
TSQ
TOWNSQUARE MEDIA INC
+$273.4K
24,900
增持
PG
PROCTER AND GAMBLE CO
+$267.4K
8,195
+13%
建仓
ASPN
ASPEN AEROGELS INC
+$264.0K
15,000
建仓
QQMG
INVESCO EXCH TRADED FD TR II
+$262.4K
8,606
建仓
IYW
ISHARES TR
+$261.3K
1,935
建仓
PBF
PBF ENERGY INC
+$260.9K
4,531
建仓
ABT
ABBOTT LABS
+$260.7K
2,293
增持
NFLX
NETFLIX INC
+$255.2K
1,767
+5%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$254.4K
0
-100%
建仓
AVSD
AMERICAN CENTY ETF TR
+$253.2K
4,448
减持
ATI
ATI INC
-$253.1K
5,323
-54%
建仓
—
EATON CORP PLC
+$249.8K
799
建仓
DECK
DECKERS OUTDOOR CORP
+$248.5K
264
建仓
PGR
PROGRESSIVE CORP
+$247.0K
1,194
减持
INDI
INDIE SEMICONDUCTOR INC
-$243.6K
20,000
-58%
清仓
CYTK
CYTOKINETICS INC
-$243.3K
0
-100%
建仓
C
CITIGROUP INC
+$243.3K
3,847
建仓
MEDP
MEDPACE HLDGS INC
+$242.9K
601
增持
KO
COCA COLA CO
+$241.8K
8,293
+84%
建仓
NVS
NOVARTIS AG
+$241.4K
2,496
建仓
—
NEW YORK CMNTY BANCORP INC
+$241.1K
74,861
建仓
SLG
SL GREEN RLTY CORP
+$239.8K
4,350
建仓
—
BLACKROCK INC
+$238.5K
286
增持
UNP
UNION PAC CORP
+$235.5K
3,670
+35%
增持
TSLA
TESLA INC
-$234.9K
3,550
+3%
增持
WFC
WELLS FARGO CO NEW
+$233.0K
10,129
+41%
建仓
NUBD
NUSHARES ETF TR
+$233.0K
10,603
建仓
MMM
3M CO
+$232.8K
2,195
建仓
RELX
RELX PLC
+$232.3K
5,366
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$231.5K
744
建仓
GS
GOLDMAN SACHS GROUP INC
+$229.5K
550
