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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 24
增持 63
减持 41
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
JNJ
JOHNSON & JOHNSON
-$119.2M
7,038,858
+0%
增持
IVV
ISHARES TR
+$16.0M
490,450
+4%
增持
AAPL
APPLE INC
+$14.8M
840,704
+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
SPY
SPDR S&P 500 ETF TR
+$9.8M
727,652
+0%
增持
AVGO
BROADCOM INC
+$5.4M
39,942
+81%
减持
PEP
PEPSICO INC
-$4.1M
209,556
-1%
增持
DYNF
BLACKROCK ETF TRUST
+$3.4M
90,546
+247%
增持
ESGU
ISHARES TR
+$3.3M
246,594
+9%
减持
BOXX
EA SERIES TRUST
-$2.2M
18,650
-52%
增持
IWV
ISHARES TR
+$2.1M
8,894
+239%
增持
AMZN
AMAZON COM INC
+$2.1M
48,990
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.9M
80,314
+8%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.8M
318,777
+19%
增持
META
META PLATFORMS INC
+$1.8M
14,544
+24%
清仓
SHYG
ISHARES TR
-$1.7M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.7M
31,912
+22%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
93,237
+4%
减持
SPTI
SPDR SER TR
-$1.6M
40,033
-58%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.6M
237,285
+12%
增持
TSLA
TESLA INC
+$1.5M
9,248
+8%
增持
IQDG
WISDOMTREE TR
-$1.4M
572,669
+7%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.4M
294,556
+14%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.4M
25,804
增持
DIS
DISNEY WALT CO
+$1.4M
82,301
+2%
增持
MOAT
VANECK ETF TRUST
+$1.4M
164,899
+15%
增持
GOOG
ALPHABET INC
+$1.3M
26,106
+19%
增持
TLT
ISHARES TR
-$1.3M
283,127
+7%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
10,349
+57%
建仓
EFA
ISHARES TR
+$1.2M
16,319
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.2M
19,662
-61%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$1.2M
13,078
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
90,057
+21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.2M
9,296
-72%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
20,790
+15%
减持
DGRW
WISDOMTREE TR
-$1.1M
10,794
-54%
增持
IJH
ISHARES TR
+$1.1M
315,052
+6%
减持
SPYM
SPDR SER TR
-$1.0M
28,752
-36%
减持
VTI
VANGUARD INDEX FDS
-$931.4K
18,062
-17%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$921.4K
62,569
-16%
减持
IUSB
ISHARES TR
-$902.3K
23,707
-43%
清仓
HYD
VANECK ETF TRUST
-$877.9K
0
-100%
增持
HD
HOME DEPOT INC
+$872.8K
11,721
+29%
减持
SPTM
SPDR SER TR
-$860.7K
12,752
-50%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$801.1K
31,375
-33%
减持
SPYG
SPDR SER TR
-$794.3K
29,455
-28%
增持
PG
PROCTER AND GAMBLE CO
+$789.3K
18,754
+38%
增持
TAFI
AB ACTIVE ETFS INC
+$783.7K
160,004
+26%
增持
V
VISA INC
+$771.6K
9,678
+16%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$735.5K
12,812
增持
QQMG
INVESCO EXCH TRADED FD TR II
+$732.3K
58,308
+50%
增持
XLU
SELECT SECTOR SPDR TR
+$725.8K
26,531
+67%
增持
FMB
FIRST TR EXCH TRADED FD III
+$711.4K
120,260
+15%
建仓
PFF
ISHARES TR
+$706.4K
22,468
建仓
BLK
BLACKROCK INC
+$697.9K
681
减持
VXUS
VANGUARD STAR FDS
-$696.6K
9,657
-51%
减持
XLV
SELECT SECTOR SPDR TR
-$695.1K
10,704
-24%
减持
SPTL
SPDR SER TR
-$692.3K
188,723
-3%
减持
BF/B
BROWN FORMAN CORP
-$688.9K
58,641
-1%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$680.9K
113,606
+37%
减持
SPSB
SPDR SER TR
-$676.8K
19,968
-53%
清仓
—
BLACKROCK INC
-$654.0K
0
-100%
减持
IEMG
ISHARES INC
-$648.8K
68,735
-7%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$644.2K
18,440
-35%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$643.6K
9,889
+43%
减持
BIL
SPDR SER TR
-$601.0K
8,940
-42%
减持
IJR
ISHARES TR
-$572.1K
147,747
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$550.8K
80,284
+7%
建仓
FSLR
FIRST SOLAR INC
+$517.8K
2,938
增持
MSFT
MICROSOFT CORP
+$513.9K
54,009
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$511.6K
6,764
建仓
CPAY
CORPAY INC
+$499.2K
1,475
增持
EMTL
SSGA ACTIVE TR
+$488.5K
160,028
+11%
减持
NVO
NOVO-NORDISK A S
-$484.9K
7,962
-19%
减持
IWY
ISHARES TR
+$471.5K
34,635
-1%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$470.1K
8,171
清仓
DFAT
DIMENSIONAL ETF TRUST
-$468.5K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$461.2K
0
-100%
减持
BILS
SPDR SER TR
-$457.5K
4,722
-49%
增持
IWB
ISHARES TR
+$456.9K
39,138
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$447.0K
5,159
-1%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$446.0K
67,838
+92%
建仓
IWM
ISHARES TR
+$444.9K
2,013
增持
PAYX
PAYCHEX INC
+$436.1K
5,409
+125%
清仓
INTC
INTEL CORP
-$432.9K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$431.2K
5,969
减持
IEFA
ISHARES TR
-$429.8K
54,616
-0%
清仓
—
LAM RESEARCH CORP
-$429.1K
0
-100%
增持
NFLX
NETFLIX INC
+$428.3K
2,247
+1%
增持
JSTC
TIDAL ETF TR
+$412.9K
75,817
+46%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$409.3K
67,050
+101%
增持
BEEZ
EA SERIES TRUST
+$407.5K
60,340
+33%
建仓
SNA
SNAP ON INC
+$399.9K
1,178
清仓
HYMB
SPDR SER TR
-$395.7K
0
-100%
增持
BA
BOEING CO
+$393.1K
5,960
+37%
增持
—
EXXON MOBIL CORP
+$380.9K
20,550
+32%
减持
PFE
PFIZER INC
-$377.9K
25,345
-30%
增持
SPYV
SPDR SER TR
-$377.0K
295,691
+1%
增持
COST
COSTCO WHSL CORP NEW
+$375.0K
3,362
+10%
减持
REGN
REGENERON PHARMACEUTICALS
-$374.0K
477
-30%
减持
MRK
MERCK & CO INC
-$373.5K
15,451
-8%
增持
MUB
ISHARES TR
+$372.2K
11,661
+46%
清仓
—
PROSHARES TR
-$369.5K
0
-100%
清仓
IBB
ISHARES TR
-$368.4K
0
-100%
增持
WDI
WESTERN ASSET DIVERSIFIED IN
+$368.0K
42,571
+180%
建仓
LNG
CHENIERE ENERGY INC
+$352.8K
1,642
增持
MPC
MARATHON PETE CORP
+$350.8K
4,186
+193%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$350.8K
1,686
-15%
增持
XSOE
WISDOMTREE TR
+$344.0K
49,160
+41%
清仓
SLB
SCHLUMBERGER LTD
-$339.4K
0
-100%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$339.1K
16,096
清仓
CNI
CANADIAN NATL RY CO
-$337.9K
0
-100%
清仓
AVDV
AMERICAN CENTY ETF TR
-$337.9K
0
-100%
增持
ABBV
ABBVIE INC
+$335.1K
9,727
+38%
建仓
FNDF
SCHWAB STRATEGIC TR
+$334.7K
10,078
建仓
BINC
BLACKROCK ETF TRUST II
+$330.6K
6,356
清仓
MPWR
MONOLITHIC PWR SYS INC
-$330.0K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$328.9K
6,733
+74%
减持
VST
VISTRA CORP
-$322.7K
2,499
-56%
减持
CMCSA
COMCAST CORP NEW
-$321.2K
12,382
-34%
增持
MCD
MCDONALDS CORP
+$319.0K
5,922
+29%
增持
AMAT
APPLIED MATLS INC
+$317.0K
7,159
+71%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$316.1K
0
-100%
增持
IYW
ISHARES TR
+$314.4K
5,631
+46%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$313.0K
2,834
减持
VBR
VANGUARD INDEX FDS
-$312.2K
2,168
-41%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$302.1K
11,018
+21%
减持
NEE
NEXTERA ENERGY INC
-$299.8K
15,761
-7%
增持
CSCO
CISCO SYS INC
+$297.8K
19,896
+20%
清仓
IAGG
ISHARES TR
-$294.7K
0
-100%
建仓
HRB
BLOCK H & R INC
+$293.2K
5,549
建仓
IWS
ISHARES TR
+$291.4K
2,253
减持
ITOT
ISHARES TR
-$290.7K
9,757
-21%
清仓
IFN
INDIA FD INC
-$287.2K
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$286.5K
6,064
-28%
增持
NULV
NUSHARES ETF TR
+$286.1K
24,521
+51%
减持
ADBE
ADOBE INC
-$284.3K
2,062
-11%
建仓
ETR
ENTERGY CORP NEW
+$282.1K
3,720
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$280.0K
24,823
减持
—
ASML HOLDING N V
-$279.3K
632
-27%
建仓
PCAR
PACCAR INC
+$275.8K
2,651
建仓
KRE
SPDR SER TR
+$267.3K
4,429
增持
LLY
ELI LILLY & CO
-$261.5K
3,010
+3%
清仓
SPEM
SPDR INDEX SHS FDS
-$259.2K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$258.4K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$252.8K
0
-100%
清仓
CI
THE CIGNA GROUP
-$252.5K
0
-100%
增持
GEV
GE VERNOVA INC
+$249.6K
1,769
+36%
清仓
ATO
ATMOS ENERGY CORP
-$247.2K
0
-100%
建仓
GTLS
CHART INDS INC
+$247.1K
1,295
减持
—
TPI COMPOSITES INC
-$246.7K
90,972
-1%
