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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 51
增持 85
减持 8
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
JNJ
JOHNSON & JOHNSON
+$112.3M
7,016,899
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$24.0M
726,236
+1%
增持
AAPL
APPLE INC
+$23.3M
839,830
+3%
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
IVV
ISHARES TR
+$16.7M
472,803
+1%
建仓
SPYV
SPDR SER TR
+$15.5M
293,201
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$13.0M
268,850
减持
VLUE
ISHARES TR
-$10.6M
25,059
-80%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$7.2M
258,864
+144%
增持
TLT
ISHARES TR
+$6.8M
265,184
+27%
增持
MSFT
MICROSOFT CORP
+$6.6M
51,710
+48%
增持
VTI
VANGUARD INDEX FDS
+$4.4M
21,776
+229%
增持
ESGU
ISHARES TR
+$4.1M
225,475
+10%
增持
MOAT
VANECK ETF TRUST
+$3.4M
143,596
+18%
建仓
SPYG
SPDR SER TR
+$3.4M
40,793
增持
COWZ
PACER FDS TR
+$3.4M
73,780
+348%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
11,344
+146%
增持
IEFA
ISHARES TR
+$3.0M
54,685
+223%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
74,104
+276%
建仓
BF/B
BROWN FORMAN CORP
+$2.9M
59,271
增持
AMZN
AMAZON COM INC
+$2.8M
46,431
+54%
建仓
SCHD
SCHWAB STRATEGIC TR
+$2.8M
33,263
建仓
SPTI
SPDR SER TR
+$2.7M
94,525
增持
IQDG
WISDOMTREE TR
+$2.7M
537,445
+9%
增持
IEMG
ISHARES INC
+$2.6M
73,823
+140%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.3M
212,113
+24%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.2M
46,571
增持
SPYM
SPDR SER TR
+$2.2M
44,590
+272%
增持
META
META PLATFORMS INC
+$2.2M
11,755
+30%
增持
QQQ
INVESCO QQQ TR
+$2.1M
9,660
+76%
增持
IJR
ISHARES TR
+$2.0M
150,440
+3%
建仓
DGRW
WISDOMTREE TR
+$1.9M
23,415
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
50,513
增持
MBB
ISHARES TR
+$1.9M
70,796
+34%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.8M
74,678
+12%
建仓
SPTM
SPDR SER TR
+$1.8M
25,286
建仓
BF/A
BROWN FORMAN CORP
+$1.8M
36,509
增持
NVDA
NVIDIA CORPORATION
+$1.7M
89,291
+21%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$1.7M
28,364
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
75,028
+23%
增持
IUSB
ISHARES TR
+$1.7M
41,890
+591%
增持
HD
HOME DEPOT INC
+$1.6M
9,098
+54%
建仓
ITOT
ISHARES TR
+$1.5M
12,304
增持
PEP
PEPSICO INC
+$1.4M
211,728
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
74,156
+30%
增持
EMTL
SSGA ACTIVE TR
+$1.3M
143,700
+23%
增持
IWB
ISHARES TR
+$1.3M
38,652
+6%
建仓
SPSB
SPDR SER TR
+$1.3M
42,043
建仓
VXUS
VANGUARD STAR FDS
+$1.3M
19,551
建仓
SUSA
ISHARES TR
+$1.2M
10,031
增持
VOO
VANGUARD INDEX FDS
+$1.2M
12,573
+15%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$1.1M
43,843
减持
IJH
ISHARES TR
+$1.1M
298,074
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
32,707
+184%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$1.1M
3,061
-76%
增持
USMV
ISHARES TR
+$1.1M
49,099
+21%
增持
TSLA
TESLA INC
+$1.0M
8,535
+42%
清仓
EFA
ISHARES TR
-$1.0M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
18,028
+31%
增持
ORCL
ORACLE CORP
+$998.8K
13,466
+47%
增持
XLU
SELECT SECTOR SPDR TR
+$997.2K
15,874
+279%
建仓
JSTC
TIDAL ETF TR
+$979.1K
51,885
增持
UNH
UNITEDHEALTH GROUP INC
+$975.9K
5,228
+28%
增持
NEE
NEXTERA ENERGY INC
+$969.7K
16,914
+160%
建仓
SPDW
SPDR INDEX SHS FDS
+$921.9K
24,544
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$904.7K
13,328
+0%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$901.1K
18,730
增持
DYNF
BLACKROCK ETF TRUST
+$876.5K
26,070
+196%
增持
WMT
WALMART INC
+$852.4K
25,337
+44%
增持
COST
COSTCO WHSL CORP NEW
+$806.6K
3,052
+37%
增持
V
VISA INC
+$781.4K
8,317
+45%
增持
LOW
LOWES COS INC
+$773.1K
4,074
+172%
清仓
RSPE
INVESCO EXCH TRADED FD TR II
-$763.5K
0
-100%
减持
SHYG
ISHARES TR
-$756.3K
39,258
-33%
建仓
VBR
VANGUARD INDEX FDS
+$741.9K
3,695
增持
BOXX
EA SERIES TRUST
+$693.8K
38,717
+18%
增持
QQMG
INVESCO EXCH TRADED FD TR II
+$687.3K
38,860
+110%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$686.5K
12,788
增持
AVGO
BROADCOM INC
+$649.3K
22,097
+1022%
增持
GOOG
ALPHABET INC
+$636.3K
21,904
+33%
建仓
IGV
ISHARES TR
+$633.3K
7,086
增持
—
EXXON MOBIL CORP
+$611.5K
15,609
+48%
增持
BEEZ
EA SERIES TRUST
+$595.8K
45,307
+54%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$594.8K
6,922
+28%
建仓
AVSE
AMERICAN CENTY ETF TR
+$589.7K
10,659
清仓
NUBD
NUSHARES ETF TR
-$587.4K
0
-100%
增持
MCD
MCDONALDS CORP
+$586.6K
4,590
+44%
建仓
VLO
VALERO ENERGY CORP
+$547.8K
4,057
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$547.0K
104,370
+9%
增持
EFG
ISHARES TR
+$530.7K
49,099
+6%
建仓
SOXX
ISHARES TR
+$522.3K
2,265
增持
SPTL
SPDR SER TR
+$517.8K
193,842
+3%
建仓
CG
CARLYLE GROUP INC
+$510.1K
11,847
增持
VZ
VERIZON COMMUNICATIONS INC
+$506.1K
21,879
+89%
增持
GE
GE AEROSPACE
+$492.2K
4,855
+82%
建仓
MHO
M/I HOMES INC
+$485.5K
2,833
建仓
GDX
VANECK ETF TRUST
+$483.3K
12,136
增持
AXP
AMERICAN EXPRESS CO
+$480.2K
6,610
+17%
增持
PG
PROCTER AND GAMBLE CO
+$471.1K
13,596
+19%
增持
CRM
SALESFORCE INC
+$469.8K
3,624
+78%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$469.0K
8,291
建仓
DFAT
DIMENSIONAL ETF TRUST
+$468.5K
8,421
增持
CAT
CATERPILLAR INC
+$463.6K
3,782
+24%
建仓
VXF
VANGUARD INDEX FDS
+$461.2K
2,534
增持
GOOGL
ALPHABET INC
+$455.9K
26,263
+23%
建仓
SO
SOUTHERN CO
+$444.9K
4,933
建仓
TLH
ISHARES TR
+$443.7K
4,058
建仓
VGT
VANGUARD WORLD FD
+$440.0K
750
建仓
CEG
CONSTELLATION ENERGY CORP
+$434.1K
1,670
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$433.5K
33,400
增持
MA
MASTERCARD INCORPORATED
+$429.4K
4,302
+12%
建仓
HR
HEALTHCARE RLTY TR
+$426.9K
23,518
减持
IWV
ISHARES TR
-$424.9K
2,624
-37%
增持
XLV
SELECT SECTOR SPDR TR
+$424.4K
14,073
+18%
减持
C
CITIGROUP INC
-$422.9K
8,148
-45%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$420.2K
9,728
增持
TAFI
AB ACTIVE ETFS INC
+$410.5K
126,715
+13%
增持
IFRA
ISHARES TR
+$408.7K
42,952
+12%
增持
XSOE
WISDOMTREE TR
+$407.2K
34,951
+43%
增持
GS
GOLDMAN SACHS GROUP INC
+$405.3K
1,819
+66%
建仓
DUK
DUKE ENERGY CORP NEW
+$402.9K
3,494
清仓
IWS
ISHARES TR
-$392.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$386.9K
2,918
+20%
建仓
IDEV
ISHARES TR
+$382.6K
5,401
增持
TJX
TJX COS INC NEW
+$378.1K
8,459
+51%
建仓
IBB
ISHARES TR
+$368.4K
2,531
建仓
MAR
MARRIOTT INTL INC NEW
+$366.9K
1,476
增持
NFLX
NETFLIX INC
+$364.5K
2,220
+24%
增持
PFE
PFIZER INC
+$363.3K
36,292
+48%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$360.2K
6,558
减持
—
LAM RESEARCH CORP
-$359.8K
525
-29%
增持
EFV
ISHARES TR
+$359.4K
30,887
+16%
增持
EEMV
ISHARES INC
+$357.5K
43,029
+5%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$356.7K
8,987
+44%
建仓
UPS
UNITED PARCEL SERVICE INC
+$348.4K
2,556
增持
QEFA
SPDR INDEX SHS FDS
+$347.0K
29,490
+9%
增持
—
ACCENTURE PLC IRELAND
+$341.0K
4,781
+8%
清仓
IWM
ISHARES TR
-$340.6K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$340.1K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$338.7K
3,521
建仓
DGRO
ISHARES TR
+$338.3K
5,396
建仓
AVDV
AMERICAN CENTY ETF TR
+$337.9K
4,781
增持
IYW
ISHARES TR
+$337.7K
3,851
+135%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$336.7K
6,507
建仓
GEV
GE VERNOVA INC
+$332.2K
1,303
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$330.8K
10,900
减持
TSQ
TOWNSQUARE MEDIA INC
-$329.0K
24,140
-54%
增持
CVX
CHEVRON CORP NEW
+$328.7K
15,547
+24%
增持
FDX
FEDEX CORP
+$327.5K
2,780
+92%
增持
BX
BLACKSTONE INC
+$326.5K
4,192
+65%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$326.1K
9,090
+15%
