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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 25
增持 70
减持 31
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
JNJ
JOHNSON & JOHNSON
+$171.9M
7,174,646
+2%
增持
AAPL
APPLE INC
-$20.9M
853,565
+2%
增持
SPY
SPDR S&P 500 ETF TR
-$16.4M
733,084
+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。
建仓
AVDE
AMERICAN CENTY ETF TR
+$15.0M
225,613
减持
ESGU
ISHARES TR
-$13.0M
154,298
-37%
减持
IQDG
WISDOMTREE TR
-$12.8M
190,313
-67%
建仓
AINP
ALLSPRING EXCHANGE TRADED FU
+$11.4M
455,019
增持
MTUM
ISHARES TR
+$10.1M
60,986
+479%
增持
MSFT
MICROSOFT CORP
+$9.7M
86,484
+60%
建仓
GLDM
WORLD GOLD TR
+$8.5M
137,259
减持
DIS
DISNEY WALT CO
-$7.6M
16,113
-80%
建仓
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$7.3M
333,991
清仓
MBB
ISHARES TR
-$6.9M
0
-100%
增持
IVV
ISHARES TR
+$5.9M
524,358
+7%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$5.4M
174,744
-41%
增持
AVGO
BROADCOM INC
+$3.8M
78,284
+96%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.7M
68,286
-15%
增持
COST
COSTCO WHSL CORP NEW
+$3.4M
6,855
+104%
增持
IJH
ISHARES TR
+$3.1M
389,152
+24%
增持
META
META PLATFORMS INC
+$2.8M
19,628
+35%
增持
SPYV
SPDR SER TR
+$2.7M
349,587
+18%
减持
TLT
ISHARES TR
-$2.6M
243,158
-14%
增持
EMTL
SSGA ACTIVE TR
+$2.5M
213,258
+33%
增持
PM
PHILIP MORRIS INTL INC
+$2.4M
18,916
+269%
减持
IWV
ISHARES TR
-$2.1M
2,631
-70%
减持
IFRA
ISHARES TR
-$1.9M
7,503
-84%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
29,098
+55%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.8M
275,287
+16%
增持
XLE
SELECT SECTOR SPDR TR
+$1.8M
101,332
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
15,671
+58%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$1.7M
45,311
+134%
减持
TAFI
AB ACTIVE ETFS INC
-$1.7M
91,391
-43%
增持
HD
HOME DEPOT INC
+$1.7M
17,050
+45%
增持
ABBV
ABBVIE INC
+$1.7M
16,196
+67%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
13,131
+11%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
17,401
+68%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
26,879
+29%
增持
SPTL
SPDR SER TR
+$1.5M
236,298
+25%
增持
V
VISA INC
+$1.3M
12,439
+29%
增持
CVX
CHEVRON CORP NEW
+$1.2M
22,522
+29%
清仓
EFA
ISHARES TR
-$1.2M
0
-100%
减持
MOAT
VANECK ETF TRUST
-$1.2M
160,358
-3%
减持
IWY
ISHARES TR
-$1.2M
33,073
-5%
清仓
SPTI
SPDR SER TR
-$1.1M
0
-100%
增持
MCD
MCDONALDS CORP
+$1.1M
8,891
+50%
增持
FMB
FIRST TR EXCH TRADED FD III
+$968.0K
140,860
+17%
增持
PAYX
PAYCHEX INC
+$957.0K
11,119
+106%
减持
VLUE
ISHARES TR
-$924.3K
15,228
-37%
增持
PANW
PALO ALTO NETWORKS INC
+$859.1K
6,998
+280%
增持
IWD
ISHARES TR
+$839.9K
10,379
+73%
增持
TSLA
TESLA INC
-$823.6K
11,233
+21%
增持
CPAY
CORPAY INC
+$788.7K
3,693
+150%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$781.9K
4,842
-74%
减持
SPYG
SPDR SER TR
-$780.0K
22,509
-24%
增持
SLV
ISHARES SILVER TR
+$752.1K
35,969
+161%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$735.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$734.9K
8,945
-7%
增持
KLAC
KLA CORP
+$716.0K
2,056
+90%
增持
GOOGL
ALPHABET INC
+$675.9K
43,435
+36%
增持
NVDA
NVIDIA CORPORATION
-$672.1K
109,325
+17%
增持
MPC
MARATHON PETE CORP
+$666.3K
8,582
+105%
建仓
HFND
TIDAL ETF TR
+$652.5K
30,520
增持
IYW
ISHARES TR
+$652.5K
11,042
+96%
减持
VTI
VANGUARD INDEX FDS
-$630.3K
16,752
-7%
增持
AMAT
APPLIED MATLS INC
+$616.4K
12,270
+71%
增持
CSCO
CISCO SYS INC
+$608.8K
28,951
+46%
清仓
SPSB
SPDR SER TR
-$596.2K
0
-100%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$587.9K
302,651
-5%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$559.4K
15,082
-42%
增持
LLY
ELI LILLY & CO
+$548.6K
3,478
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$546.6K
6,026
+17%
减持
ORCL
ORACLE CORP
-$535.0K
12,069
-10%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$519.9K
19,675
-37%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$519.0K
1,472
清仓
FSLR
FIRST SOLAR INC
-$517.8K
0
-100%
减持
IUSB
ISHARES TR
-$483.6K
12,760
-46%
增持
VOO
VANGUARD INDEX FDS
+$456.3K
13,697
+12%
增持
ELV
ELEVANCE HEALTH INC
+$454.3K
1,938
+84%
增持
GOOG
ALPHABET INC
-$445.2K
28,973
+11%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$436.5K
6,580
清仓
COHR
COHERENT CORP
-$423.0K
0
-100%
增持
IJR
ISHARES TR
+$417.2K
166,784
+13%
减持
IWF
ISHARES TR
-$416.0K
5,880
-7%
增持
MUB
ISHARES TR
+$414.3K
15,713
+35%
清仓
FSK
FS KKR CAP CORP
-$406.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$397.5K
21,929
+7%
建仓
OMC
OMNICOM GROUP INC
+$384.5K
4,638
增持
PRU
PRUDENTIAL FINL INC
+$373.3K
10,488
+56%
减持
IXP
ISHARES TR
-$371.1K
20,464
-16%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$354.5K
6,235
+126%
增持
HRB
BLOCK H & R INC
+$352.4K
11,757
+112%
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$348.1K
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$339.1K
0
-100%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$337.5K
5,112
建仓
AR
ANTERO RESOURCES CORP
+$333.1K
8,238
减持
SPTM
SPDR SER TR
-$329.5K
8,548
-33%
建仓
SLB
SCHLUMBERGER LTD
+$327.8K
7,841
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$318.2K
17,542
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$317.6K
127,044
+12%
增持
SNA
SNAP ON INC
+$316.6K
2,126
+80%
增持
VGT
VANGUARD WORLD FD
+$315.0K
1,436
+92%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$313.0K
0
-100%
减持
SPYM
SPDR SER TR
-$304.7K
25,509
-11%
增持
T
AT&T INC
+$299.6K
44,441
+6%
增持
ISRG
INTUITIVE SURGICAL INC
+$293.7K
1,688
+62%
增持
AMD
ADVANCED MICRO DEVICES INC
+$293.4K
13,462
+49%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$291.8K
82,588
+22%
清仓
IWS
ISHARES TR
-$291.4K
0
-100%
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$290.6K
16,632
增持
MCK
MCKESSON CORP
+$288.4K
824
+76%
清仓
ILMN
ILLUMINA INC
-$288.4K
0
-100%
清仓
ERIE
ERIE INDTY CO
-$282.5K
0
-100%
建仓
—
UBS GROUP AG
+$279.4K
9,122
减持
BA
BOEING CO
-$279.0K
4,549
-24%
减持
FDX
FEDEX CORP
-$278.8K
2,125
-25%
建仓
—
AIR LEASE CORP
+$276.6K
5,726
增持
BOXX
EA SERIES TRUST
+$275.1K
20,915
+12%
建仓
INTC
INTEL CORP
+$274.3K
12,079
减持
DFIV
DIMENSIONAL ETF TRUST
-$271.6K
10,824
-45%
增持
PCAR
PACCAR INC
+$269.2K
5,597
+111%
清仓
KRE
SPDR SER TR
-$267.3K
0
-100%
建仓
OTIS
OTIS WORLDWIDE CORP
+$264.8K
2,566
减持
DGRW
WISDOMTREE TR
-$264.1K
7,632
-29%
减持
COWZ
PACER FDS TR
-$261.9K
71,845
-3%
建仓
UBER
UBER TECHNOLOGIES INC
+$256.7K
3,524
建仓
PH
PARKER-HANNIFIN CORP
+$252.4K
415
建仓
—
AON PLC
+$249.4K
625
增持
DMO
WESTERN ASSET MTG DEFINED OP
+$248.5K
33,850
+163%
清仓
—
FABRINET
-$248.2K
0
-100%
建仓
NFG
NATIONAL FUEL GAS CO
+$247.4K
3,124
减持
BILS
SPDR SER TR
-$247.3K
2,220
-53%
清仓
ANF
ABERCROMBIE & FITCH CO
-$247.2K
0
-100%
清仓
GTLS
CHART INDS INC
-$247.1K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
-$246.2K
86,080
+7%
清仓
VRT
VERTIV HOLDINGS CO
-$245.9K
0
-100%
建仓
COR
CENCORA INC
+$243.2K
875
建仓
CI
THE CIGNA GROUP
+$242.7K
738
增持
RTX
RTX CORPORATION
+$241.6K
9,489
+8%
增持
AMZN
AMAZON COM INC
-$240.2K
55,228
+13%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$238.5K
3,236
清仓
TOL
TOLL BROTHERS INC
-$238.2K
0
-100%
清仓
WSM
WILLIAMS SONOMA INC
-$238.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$236.8K
12,512
+14%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$236.0K
85,550
+28%
增持
BF/B
BROWN FORMAN CORP
-$234.8K
58,702
+0%
清仓
—
PIPER SANDLER COMPANIES
-$234.6K
0
-100%
清仓
HUBB
HUBBELL INC
-$231.3K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$230.5K
619
清仓
—
CONSOL ENERGY INC NEW
-$229.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$228.9K
112,319
+5%
