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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 104
减持 20
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
JNJ
JOHNSON & JOHNSON
-$92.1M
7,186,324
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$43.0M
733,308
+0%
减持
IVV
ISHARES TR
+$24.2M
513,539
-2%
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
MSFT
MICROSOFT CORP
+$22.3M
110,134
+27%
增持
NVDA
NVIDIA CORPORATION
+$19.2M
196,434
+80%
增持
AVDE
AMERICAN CENTY ETF TR
+$17.9M
444,442
+97%
建仓
IGPT
INVESCO EXCHANGE TRADED FD T
+$13.8M
281,158
减持
ESGU
ISHARES TR
-$13.7M
37,849
-75%
增持
AMZN
AMAZON COM INC
+$8.7M
87,373
+58%
增持
AVGO
BROADCOM INC
+$8.6M
78,909
+1%
增持
VOO
VANGUARD INDEX FDS
+$8.5M
27,411
+100%
减持
XLE
SELECT SECTOR SPDR TR
-$6.8M
31,255
-69%
增持
META
META PLATFORMS INC
+$6.4M
23,948
+22%
增持
AAPL
APPLE INC
-$4.6M
901,608
+6%
增持
TSLA
TESLA INC
+$4.2M
22,374
+99%
增持
GOOGL
ALPHABET INC
+$4.0M
60,533
+39%
增持
JPM
JPMORGAN CHASE & CO.
+$3.7M
35,572
+32%
增持
PEP
PEPSICO INC
-$3.1M
216,128
+2%
增持
GOOG
ALPHABET INC
+$3.1M
42,858
+48%
增持
SPYV
SPDR SERIES TRUST
+$3.0M
398,782
+14%
增持
NFLX
NETFLIX INC
+$3.0M
3,851
+65%
减持
COWZ
PACER FDS TR
-$2.8M
21,204
-70%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$2.7M
458,748
+37%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.4M
68,516
+0%
增持
ORCL
ORACLE CORP
+$2.2M
17,748
+47%
减持
MTUM
ISHARES TR
+$2.1M
60,111
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.9M
215,267
+23%
增持
V
VISA INC
+$1.9M
17,563
+41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
18,179
+38%
增持
LLY
ELI LILLY & CO
+$1.8M
5,962
+71%
增持
—
EXXON MOBIL CORP
+$1.7M
39,981
+82%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
16,180
+160%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
7,427
+63%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
18,641
+19%
增持
WMT
WALMART INC
+$1.5M
39,111
+46%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.5M
279,548
+2%
增持
PM
PHILIP MORRIS INTL INC
+$1.4M
24,150
+28%
增持
TAFI
AB ACTIVE ETFS INC
+$1.3M
143,568
+57%
减持
IJH
ISHARES TR
+$1.3M
386,674
-1%
增持
ABT
ABBOTT LABS
+$1.3M
14,510
+168%
增持
IEFA
ISHARES TR
+$1.2M
63,277
+19%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
18,580
+7%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$1.2M
24,275
-68%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$1.2M
25,181
-44%
增持
—
LINDE PLC
+$1.2M
4,783
+111%
增持
KO
COCA COLA CO
+$1.2M
28,348
+146%
增持
CMF
ISHARES TR
+$1.1M
37,790
+116%
增持
MOAT
VANECK ETF TRUST
+$1.1M
162,111
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
94,342
+10%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
7,623
+11%
减持
IWY
ISHARES TR
+$1.1M
32,605
-1%
增持
BAC
BANK AMERICA CORP
+$1.0M
49,949
+58%
增持
HD
HOME DEPOT INC
+$1.0M
19,848
+16%
增持
GE
GE AEROSPACE
+$1.0M
7,899
+56%
增持
DYNF
BLACKROCK ETF TRUST
+$1.0M
103,361
+9%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
2,866
+53%
增持
UBER
UBER TECHNOLOGIES INC
+$1.0M
13,489
+283%
增持
MU
MICRON TECHNOLOGY INC
+$974.9K
10,020
+235%
建仓
COHR
COHERENT CORP
+$938.0K
10,514
增持
T
AT&T INC
+$917.3K
75,125
+69%
增持
DIS
DISNEY WALT CO
+$913.3K
20,189
+25%
建仓
ACWX
ISHARES TR
+$887.7K
14,566
增持
ABBV
ABBVIE INC
+$885.5K
23,052
+42%
增持
IWM
ISHARES TR
+$879.5K
5,184
+332%
增持
MCD
MCDONALDS CORP
+$873.4K
12,495
+41%
减持
AINP
ALLSPRING EXCHANGE TRADED FU
-$873.3K
418,444
-8%
建仓
VV
VANGUARD INDEX FDS
+$861.8K
3,021
增持
INTU
INTUIT
+$846.1K
2,009
+68%
增持
RTX
RTX CORPORATION
+$841.7K
14,372
+51%
减持
IWD
ISHARES TR
-$839.8K
5,731
-45%
增持
CSCO
CISCO SYS INC
+$838.6K
37,838
+31%
清仓
—
GRAB HOLDINGS LIMITED
-$832.2K
0
-100%
增持
TLT
ISHARES TR
+$812.1K
260,020
+7%
建仓
AMT
AMERICAN TOWER CORP NEW
+$809.2K
3,661
增持
CAT
CATERPILLAR INC
+$798.4K
5,148
+41%
增持
UNH
UNITEDHEALTH GROUP INC
-$772.6K
7,641
+27%
减持
EFV
ISHARES TR
-$754.7K
17,323
-45%
减持
IJR
ISHARES TR
+$749.8K
166,442
-0%
增持
XSOE
WISDOMTREE TR
+$743.4K
59,990
+40%
减持
IWB
ISHARES TR
+$731.7K
39,535
-4%
增持
NOW
SERVICENOW INC
+$729.0K
1,111
+114%
增持
MUB
ISHARES TR
+$722.1K
22,769
+45%
建仓
KKR
KKR & CO INC
+$713.3K
5,362
增持
MS
MORGAN STANLEY
+$708.2K
8,062
+120%
建仓
CL
COLGATE PALMOLIVE CO
+$702.5K
7,728
增持
ISRG
INTUITIVE SURGICAL INC
+$696.9K
2,821
+67%
减持
EFG
ISHARES TR
-$690.8K
40,719
-22%
增持
IXP
ISHARES TR
+$688.7K
23,808
+16%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$688.2K
317,586
+5%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$685.5K
11,199
建仓
ANET
ARISTA NETWORKS INC
+$684.8K
6,694
增持
FCX
FREEPORT-MCMORAN INC
+$682.4K
21,105
+244%
增持
WFC
WELLS FARGO CO NEW
+$679.3K
24,708
+36%
增持
SLV
ISHARES SILVER TR
+$670.8K
54,419
+51%
增持
BKNG
BOOKING HOLDINGS INC
+$652.1K
158
+177%
增持
COF
CAPITAL ONE FINL CORP
+$651.6K
4,555
+157%
减持
FMB
FIRST TR EXCH TRADED FD III
-$645.4K
129,608
-8%
增持
AMGN
AMGEN INC
+$635.7K
5,401
+93%
增持
GEV
GE VERNOVA INC
+$632.1K
2,180
+28%
建仓
MKSI
MKS INC.
+$623.7K
6,277
增持
—
CHUBB LIMITED
+$617.0K
3,169
+218%
建仓
COIN
COINBASE GLOBAL INC
+$616.2K
1,758
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$589.8K
3,348
+131%
增持
QUAL
ISHARES TR
+$587.2K
13,191
+24%
增持
HON
HONEYWELL INTL INC
+$581.3K
6,047
+55%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$580.0K
2,158
+47%
增持
CME
CME GROUP INC
+$579.6K
3,869
+111%
增持
LMT
LOCKHEED MARTIN CORP
+$579.6K
2,267
+115%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$570.5K
35,203
+36%
增持
MDLZ
MONDELEZ INTL INC
+$565.9K
14,319
+143%
建仓
GTLS
CHART INDS INC
+$561.8K
3,412
建仓
APO
APOLLO GLOBAL MGMT INC
+$560.7K
3,952
增持
INTC
INTEL CORP
+$558.8K
37,191
+208%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$551.9K
62,971
+5%
建仓
VRSK
VERISK ANALYTICS INC
+$546.1K
1,753
增持
—
MEDTRONIC PLC
+$545.5K
8,635
+274%
增持
EMTL
SSGA ACTIVE TR
+$544.9K
225,525
+6%
增持
UNP
UNION PAC CORP
+$525.8K
7,639
+47%
增持
—
ACCENTURE PLC IRELAND
+$525.6K
6,919
+40%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$524.7K
2,091
建仓
KMB
KIMBERLY-CLARK CORP
+$520.2K
4,035
增持
SYK
STRYKER CORPORATION
+$519.0K
1,894
+206%
增持
KLAC
KLA CORP
+$518.3K
2,139
+4%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$518.1K
10,465
建仓
OMAH
TIDAL TRUST III
+$517.2K
26,800
增持
PANW
PALO ALTO NETWORKS INC
+$510.3K
8,329
+19%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$506.0K
9,142
-27%
减持
PAXS
PIMCO ACCESS INCOME FUND
-$500.6K
54,650
-34%
减持
AMD
ADVANCED MICRO DEVICES INC
+$498.3K
13,258
-2%
增持
BA
BOEING CO
+$493.7K
6,059
+33%
增持
DUK
DUKE ENERGY CORP NEW
+$482.0K
8,292
+104%
增持
C
CITIGROUP INC
+$476.5K
11,801
+59%
减持
VLUE
ISHARES TR
-$468.9K
10,204
-33%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$468.8K
5,181
+22%
增持
PFE
PFIZER INC
+$468.7K
49,185
+72%
建仓
ECL
ECOLAB INC
+$464.8K
1,725
建仓
EXC
EXELON CORP
+$459.7K
10,588
建仓
MARA
MARA HOLDINGS INC
+$458.9K
29,269
增持
NOC
NORTHROP GRUMMAN CORP
+$454.5K
1,418
+185%
增持
SO
SOUTHERN CO
+$449.7K
10,572
+87%
增持
CEG
CONSTELLATION ENERGY CORP
+$447.1K
2,262
+61%
增持
CMCSA
COMCAST CORP NEW
+$445.1K
26,631
+94%
建仓
HIMS
HIMS & HERS HEALTH INC
+$445.1K
8,928
建仓
LITE
LUMENTUM HLDGS INC
+$444.6K
4,677
建仓
DELL
DELL TECHNOLOGIES INC
+$443.0K
3,613
增持
COR
CENCORA INC
+$442.7K
2,288
+161%
建仓
SITM
SITIME CORP
+$441.9K
2,074
增持
GILD
GILEAD SCIENCES INC
+$441.9K
10,401
+64%
增持
VZ
VERIZON COMMUNICATIONS INC
+$441.5K
34,444
+49%
增持
PGR
PROGRESSIVE CORP
+$439.6K
3,901
+84%
