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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 57
增持 79
减持 9
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JNJ
JOHNSON & JOHNSON
-$64.0M
7,011,759
+2%
增持
IVV
ISHARES TR
+$34.8M
467,921
+11%
增持
AAPL
APPLE INC
+$34.1M
818,422
+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
SPY
SPDR S&P 500 ETF TR
+$15.7M
721,595
+0%
增持
ESGU
ISHARES TR
+$2.9M
204,458
+9%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
73,860
+952%
增持
BOXX
EA SERIES TRUST
+$2.6M
32,682
+279%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.4M
66,801
+14%
增持
PEP
PEPSICO INC
-$1.9M
209,951
+1%
增持
MSFT
MICROSOFT CORP
+$1.7M
35,041
+6%
增持
DIS
DISNEY WALT CO
-$1.6M
78,656
+2%
增持
TLT
ISHARES TR
+$1.3M
209,610
+11%
增持
MOAT
VANECK ETF TRUST
+$1.2M
121,264
+17%
增持
IWF
ISHARES TR
+$1.2M
6,534
+81%
减持
IWM
ISHARES TR
-$1.0M
1,679
-74%
建仓
EFA
ISHARES TR
+$1.0M
13,118
增持
GOOGL
ALPHABET INC
+$959.8K
21,410
+10%
减持
IUSB
ISHARES TR
-$951.4K
6,065
-77%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$895.7K
95,496
+23%
增持
IEMG
ISHARES INC
+$807.3K
30,821
+89%
增持
IWD
ISHARES TR
+$805.5K
6,587
+243%
建仓
XLK
SELECT SECTOR SPDR TR
+$796.5K
3,521
增持
AMZN
AMAZON COM INC
+$769.8K
30,214
+8%
建仓
BND
VANGUARD BD INDEX FDS
+$768.7K
10,669
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$768.1K
12,651
+109%
减持
IJH
ISHARES TR
-$763.8K
298,504
-1%
增持
EFG
ISHARES TR
+$747.8K
46,479
+20%
减持
IJR
ISHARES TR
-$743.8K
146,587
-1%
增持
SPTL
SPDR SER TR
+$737.8K
187,995
+20%
增持
C
CITIGROUP INC
+$689.7K
14,701
+282%
增持
AVGO
BROADCOM INC
+$666.2K
1,969
+5%
增持
EFV
ISHARES TR
+$617.5K
26,726
+82%
增持
GOOG
ALPHABET INC
+$608.7K
16,496
+4%
减持
IWY
ISHARES TR
+$594.7K
35,405
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$582.5K
106,084
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$576.0K
4,086
+34%
增持
—
LAM RESEARCH CORP
+$569.9K
740
+229%
增持
XLE
SELECT SECTOR SPDR TR
+$566.6K
56,901
+16%
增持
TSLA
TESLA INC
+$565.1K
6,010
+69%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$560.4K
170,411
+12%
增持
PG
PROCTER AND GAMBLE CO
+$554.1K
11,422
+39%
增持
TAFI
AB ACTIVE ETFS INC
+$528.1K
112,051
+24%
增持
COST
COSTCO WHSL CORP NEW
+$511.1K
2,235
+18%
增持
WMT
WALMART INC
+$498.3K
17,628
+53%
增持
—
EXXON MOBIL CORP
+$486.7K
10,581
+68%
增持
BEEZ
EA SERIES TRUST
+$474.1K
29,479
+123%
增持
QQQ
INVESCO QQQ TR
+$472.4K
5,493
+13%
建仓
NEE
NEXTERA ENERGY INC
+$460.1K
6,497
建仓
PM
PHILIP MORRIS INTL INC
+$456.2K
4,502
增持
EMTL
SSGA ACTIVE TR
+$447.8K
117,041
+10%
增持
VLUE
ISHARES TR
+$443.9K
128,429
+8%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$443.8K
80,157
+31%
增持
LLY
ELI LILLY & CO
+$442.5K
2,428
+8%
建仓
SBUX
STARBUCKS CORP
+$423.9K
5,445
增持
RSPE
INVESCO EXCH TRADED FD TR II
+$417.0K
30,400
+127%
建仓
—
PROSHARES TR
+$414.0K
50,000
增持
IEFA
ISHARES TR
+$408.2K
16,938
+53%
增持
META
META PLATFORMS INC
+$407.8K
9,065
+6%
建仓
IWS
ISHARES TR
+$392.4K
3,251
建仓
FCX
FREEPORT-MCMORAN INC
+$391.8K
8,061
增持
NVO
NOVO-NORDISK A S
+$389.0K
8,835
+30%
建仓
NULV
NUSHARES ETF TR
+$386.1K
10,218
增持
AMGN
AMGEN INC
+$382.9K
2,117
+116%
增持
TJX
TJX COS INC NEW
+$380.2K
5,596
+141%
增持
GUG
GUGGENHEIM ACTIVE ALLOC FD
+$379.8K
68,092
+57%
增持
JPM
JPMORGAN CHASE & CO.
+$377.2K
13,749
+15%
建仓
GD
GENERAL DYNAMICS CORP
+$373.2K
1,286
建仓
AMP
AMERIPRISE FINL INC
+$364.8K
854
增持
WFC
WELLS FARGO CO NEW
+$364.8K
16,028
+58%
建仓
MDLZ
MONDELEZ INTL INC
+$363.6K
5,556
增持
FIS
FIDELITY NATL INFORMATION SV
+$357.8K
11,186
+71%
增持
NUBD
NUSHARES ETF TR
+$354.4K
26,919
+154%
增持
QQMG
INVESCO EXCH TRADED FD TR II
+$350.0K
18,495
+115%
建仓
HEGD
LISTED FD TR
+$346.8K
16,304
增持
DE
DEERE & CO
+$342.4K
1,842
+119%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$340.1K
6,000
减持
IWB
ISHARES TR
+$338.0K
36,544
-0%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$334.5K
1,290
清仓
SSUS
STRATEGY SHS
-$332.7K
0
-100%
减持
QUAL
ISHARES TR
-$330.4K
8,113
-22%
建仓
LOW
LOWES COS INC
+$330.3K
1,498
建仓
SPG
SIMON PPTY GROUP INC NEW
+$327.4K
2,157
增持
V
VISA INC
+$326.9K
5,736
+36%
增持
SPGI
S&P GLOBAL INC
+$324.8K
1,221
+136%
建仓
DCRE
DOUBLELINE ETF TRUST
+$323.2K
6,290
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$322.1K
16,290
建仓
OXY
OCCIDENTAL PETE CORP
+$316.0K
5,013
建仓
XLF
SELECT SECTOR SPDR TR
+$315.1K
7,664
建仓
ELV
ELEVANCE HEALTH INC
+$314.0K
579
增持
CRM
SALESFORCE INC
+$309.8K
2,031
+188%
建仓
XLC
SELECT SECTOR SPDR TR
+$303.3K
3,541
增持
TSQ
TOWNSQUARE MEDIA INC
+$300.9K
52,400
+110%
建仓
SUSB
ISHARES TR
+$300.0K
12,248
增持
CAT
CATERPILLAR INC
+$298.1K
3,049
+56%
建仓
SHEL
SHELL PLC
+$298.1K
4,130
增持
AVUV
AMERICAN CENTY ETF TR
+$297.9K
61,188
+10%
清仓
SPAB
SPDR SER TR
-$296.6K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$294.3K
868
建仓
MPWR
MONOLITHIC PWR SYS INC
+$293.4K
357
建仓
ZTS
ZOETIS INC
+$293.0K
1,690
建仓
COHR
COHERENT CORP
+$292.6K
4,038
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$291.1K
1,219
增持
IFRA
ISHARES TR
+$290.8K
38,196
+26%
建仓
SCHW
SCHWAB CHARLES CORP
+$287.6K
3,903
增持
MRK
MERCK & CO INC
+$287.5K
13,481
+29%
建仓
XLY
SELECT SECTOR SPDR TR
+$287.0K
1,574
增持
MBB
ISHARES TR
+$286.8K
52,943
+7%
建仓
XLU
SELECT SECTOR SPDR TR
+$285.2K
4,185
建仓
MS
MORGAN STANLEY
+$283.2K
2,914
建仓
NOW
SERVICENOW INC
+$283.2K
360
减持
XLV
SELECT SECTOR SPDR TR
-$280.3K
11,960
-13%
建仓
ISPY
PROSHARES TR
+$280.1K
6,436
建仓
PAYX
PAYCHEX INC
+$279.8K
2,360
建仓
—
FABRINET
+$276.1K
1,128
增持
INTU
INTUIT
+$274.6K
1,097
+60%
增持
AXP
AMERICAN EXPRESS CO
+$274.3K
5,668
+24%
建仓
—
JOHNSON CTLS INTL PLC
+$272.7K
4,102
增持
HON
HONEYWELL INTL INC
+$269.8K
3,028
+65%
增持
REGN
REGENERON PHARMACEUTICALS
+$269.4K
582
+63%
建仓
IFN
INDIA FD INC
+$267.9K
15,000
增持
GS
GOLDMAN SACHS GROUP INC
+$265.6K
1,095
+99%
增持
QCOM
QUALCOMM INC
+$265.1K
3,648
+34%
清仓
ASPN
ASPEN AEROGELS INC
-$264.0K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$263.4K
6,197
建仓
PTA
COHEN & STEERS TAX ADVAN PFD
+$263.0K
13,250
建仓
WDI
WESTERN ASSET DIVERSIFIED IN
+$262.6K
18,221
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$262.1K
11,118
建仓
DVN
DEVON ENERGY CORP NEW
+$261.7K
5,522
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$260.0K
4,150
建仓
SHW
SHERWIN WILLIAMS CO
+$258.1K
865
清仓
MOH
MOLINA HEALTHCARE INC
-$257.2K
0
-100%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$256.9K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$256.7K
1,610
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$256.7K
1,587
+113%
建仓
FORM
FORMFACTOR INC
+$256.5K
4,237
增持
BAC
BANK AMERICA CORP
+$251.7K
28,751
+22%
增持
MRSH
MARSH & MCLENNAN COS INC
+$251.2K
3,877
+41%
增持
BA
BOEING CO
+$249.6K
2,560
+128%
建仓
—
SPDR SER TR
+$248.6K
8,577
减持
TER
TERADYNE INC
-$248.3K
1,369
-66%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$247.5K
528
建仓
ADI
ANALOG DEVICES INC
+$244.6K
1,072
建仓
MCK
MCKESSON CORP
+$244.0K
418
增持
TXN
TEXAS INSTRS INC
+$242.3K
2,683
+67%
增持
—
ASTRAZENECA PLC
+$240.4K
5,910
+82%
增持
—
BLACKROCK INC
+$240.0K
608
+113%
建仓
RSG
REPUBLIC SVCS INC
+$239.8K
1,234
建仓
ED
CONSOLIDATED EDISON INC
+$239.8K
2,682
建仓
XLP
SELECT SECTOR SPDR TR
+$239.4K
3,127
增持
LII
LENNOX INTL INC
+$239.0K
1,142
+50%
