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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 55
减持 52
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
+$203.5M
7,017,533
-2%
建仓
TBIL
RBB FD INC
+$54.9M
1,097,416
增持
SPY
SPDR S&P 500 ETF TR
+$35.9M
733,932
+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。
减持
AAPL
APPLE INC
+$35.8M
866,947
-4%
增持
IVV
ISHARES TR
+$25.8M
514,991
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$18.4M
294,121
+2526%
增持
AVDE
AMERICAN CENTY ETF TR
+$12.5M
575,848
+30%
增持
VOO
VANGUARD INDEX FDS
+$7.9M
38,326
+40%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
197,102
+0%
增持
SPYV
SPDR SERIES TRUST
+$3.7M
444,830
+12%
减持
GOOGL
ALPHABET INC
+$3.6M
58,648
-3%
减持
AVGO
BROADCOM INC
+$3.5M
76,531
-3%
减持
IEFA
ISHARES TR
-$3.4M
21,381
-66%
增持
GOOG
ALPHABET INC
+$3.1M
43,791
+2%
减持
TSLA
TESLA INC
+$2.8M
22,237
-1%
增持
IGPT
INVESCO EXCHANGE TRADED FD T
+$2.6M
303,057
+8%
增持
MSFT
MICROSOFT CORP
+$2.4M
110,313
+0%
增持
PEP
PEPSICO INC
+$2.3M
219,594
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1M
71,430
+4%
增持
TLT
ISHARES TR
+$2.1M
280,061
+8%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$1.9M
12,828
-2%
减持
DYNF
BLACKROCK ETF TRUST
-$1.8M
64,215
-38%
增持
GLDM
WORLD GOLD TR
+$1.8M
129,129
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
43,502
-61%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.6M
346,275
+9%
减持
ESGU
ISHARES TR
-$1.6M
24,460
-35%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
101,174
+7%
减持
IJR
ISHARES TR
+$1.4M
165,159
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.4M
37,108
-41%
增持
MOAT
VANECK ETF TRUST
+$1.4M
167,074
+3%
增持
MTUM
ISHARES TR
+$1.4M
61,597
+2%
减持
IJH
ISHARES TR
+$1.2M
386,553
-0%
减持
—
ACCENTURE PLC IRELAND
-$1.2M
3,506
-49%
增持
ISPY
PROSHARES TR
+$1.2M
35,383
+279%
增持
ORCL
ORACLE CORP
+$1.2M
17,962
+1%
增持
ABBV
ABBVIE INC
+$1.1M
23,317
+1%
增持
IWB
ISHARES TR
+$1.1M
39,744
+1%
减持
PM
PHILIP MORRIS INTL INC
-$1.0M
20,788
-14%
减持
SUSA
ISHARES TR
-$960.4K
1,931
-80%
增持
IWV
ISHARES TR
+$947.3K
4,547
+106%
增持
JPM
JPMORGAN CHASE & CO.
+$938.1K
35,669
+0%
减持
IWM
ISHARES TR
-$885.1K
965
-81%
减持
ISRG
INTUITIVE SURGICAL INC
-$871.5K
1,479
-48%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$863.2K
492,313
+7%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$862.9K
0
-100%
建仓
RUN
SUNRUN INC
+$835.8K
48,340
建仓
SHYG
ISHARES TR
+$832.7K
19,230
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$822.0K
16,597
+3%
增持
CVX
CHEVRON CORP NEW
+$821.1K
31,125
+11%
增持
QQQ
INVESCO QQQ TR
+$817.3K
8,814
+9%
减持
SPYG
SPDR SERIES TRUST
-$817.2K
10,785
-47%
清仓
AMT
AMERICAN TOWER CORP NEW
-$809.2K
0
-100%
减持
NFLX
NETFLIX INC
-$763.0K
3,665
-5%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$757.7K
10,617
增持
GDXJ
VANECK ETF TRUST
+$729.9K
13,220
+54%
减持
IWY
ISHARES TR
+$729.7K
32,038
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$714.9K
6,761
+30%
清仓
CL
COLGATE PALMOLIVE CO
-$702.5K
0
-100%
减持
KO
COCA COLA CO
-$700.4K
19,682
-31%
增持
PFF
ISHARES TR
+$693.0K
49,452
+74%
清仓
UPS
UNITED PARCEL SERVICE INC
-$692.9K
0
-100%
减持
IEMG
ISHARES INC
-$682.1K
39,447
-28%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$677.6K
229,451
+7%
减持
MDLZ
MONDELEZ INTL INC
-$657.1K
4,939
-66%
减持
CMCSA
COMCAST CORP NEW
-$655.0K
9,404
-65%
减持
BIL
SPDR SERIES TRUST
-$627.5K
6,390
-52%
增持
MU
MICRON TECHNOLOGY INC
+$610.0K
11,026
+10%
增持
MRK
MERCK & CO INC
+$606.8K
28,118
+27%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$597.1K
277,952
-1%
增持
PG
PROCTER AND GAMBLE CO
+$593.4K
33,921
+17%
减持
ACWX
ISHARES TR
-$587.6K
4,616
-68%
增持
DCRE
DOUBLELINE ETF TRUST
+$585.1K
17,300
+185%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$576.8K
8,226
-59%
增持
MO
ALTRIA GROUP INC
+$574.8K
21,784
+48%
减持
HD
HOME DEPOT INC
+$562.3K
19,348
-3%
清仓
VRSK
VERISK ANALYTICS INC
-$546.1K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$520.2K
0
-100%
清仓
OMAH
TIDAL TRUST III
-$517.2K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$505.1K
2,170
-44%
减持
HFND
TIDAL TRUST I
-$505.0K
9,445
-71%
减持
—
CHUBB LIMITED
-$495.0K
1,499
-53%
增持
TAFI
AB ACTIVE ETFS INC
+$484.1K
161,371
+12%
建仓
GIS
GENERAL MLS INC
+$476.7K
9,454
建仓
FALN
ISHARES TR
+$467.9K
16,844
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$462.3K
0
-100%
建仓
NEM
NEWMONT CORP
+$459.5K
5,450
减持
LLY
ELI LILLY & CO
-$454.9K
5,495
-8%
建仓
MINT
PIMCO ETF TR
+$453.1K
4,500
增持
AMAT
APPLIED MATLS INC
+$452.5K
12,805
+8%
增持
FMB
FIRST TR EXCH TRADED FD III
+$446.2K
136,155
+5%
减持
VTI
VANGUARD INDEX FDS
-$443.7K
12,902
-16%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$439.1K
26,158
-48%
减持
UNH
UNITEDHEALTH GROUP INC
-$437.8K
5,636
-26%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$431.7K
2,416
减持
DE
DEERE & CO
-$424.2K
1,957
-25%
减持
WM
WASTE MGMT INC DEL
-$416.8K
2,931
-37%
减持
CAT
CATERPILLAR INC
+$411.3K
5,051
-2%
清仓
SNY
SANOFI
-$410.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$404.7K
2,139
-36%
减持
V
VISA INC
-$401.7K
17,089
-3%
增持
ANET
ARISTA NETWORKS INC
+$394.2K
7,406
+11%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$394.1K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
-$391.2K
13,354
-37%
清仓
ROP
ROPER TECHNOLOGIES INC
-$389.4K
0
-100%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$389.4K
1,635
增持
AINP
ALLSPRING EXCHANGE TRADED FU
+$385.3K
429,256
+3%
减持
NOW
SERVICENOW INC
-$382.0K
826
-26%
建仓
ROL
ROLLINS INC
+$377.8K
6,431
清仓
TDG
TRANSDIGM GROUP INC
-$375.0K
0
-100%
增持
QQMG
INVESCO EXCH TRADED FD TR II
+$373.0K
66,376
+6%
建仓
VICI
VICI PPTYS INC
+$371.6K
11,397
建仓
LDOS
LEIDOS HOLDINGS INC
+$370.9K
1,963
建仓
IGEB
ISHARES TR
+$366.7K
7,963
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$360.0K
3,940
增持
EMTL
SSGA ACTIVE TR
+$355.8K
229,862
+2%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$349.5K
0
-100%
建仓
CNC
CENTENE CORP DEL
+$349.0K
9,781
建仓
HYDB
ISHARES TR
+$348.1K
7,276
减持
KLAC
KLA CORP
+$345.8K
2,097
-2%
建仓
VLTO
VERALTO CORP
+$343.3K
3,220
建仓
TFX
TELEFLEX INCORPORATED
+$341.4K
2,790
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$340.0K
954
-40%
减持
GE
GE AEROSPACE
+$336.8K
7,878
-0%
减持
IGV
ISHARES TR
-$335.9K
3,822
-46%
增持
RTX
RTX CORPORATION
+$335.7K
14,547
+1%
建仓
MP
MP MATERIALS CORP
+$332.1K
4,952
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$332.1K
3,405
+5%
增持
WMT
WALMART INC
+$331.8K
40,327
+3%
增持
LRCX
LAM RESEARCH CORP
+$330.3K
7,524
+8%
减持
SPDW
SPDR INDEX SHS FDS
-$328.3K
8,017
-52%
清仓
KR
KROGER CO
-$327.7K
0
-100%
增持
TJX
TJX COS INC NEW
+$327.7K
12,540
+4%
增持
BAC
BANK AMERICA CORP
+$327.6K
52,165
+4%
建仓
VTR
VENTAS INC
+$326.6K
4,667
建仓
—
EVEREST GROUP LTD
+$326.1K
931
增持
LITE
LUMENTUM HLDGS INC
+$320.6K
4,703
+1%
减持
INTC
INTEL CORP
+$318.9K
34,335
-8%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$317.8K
0
-100%
建仓
SPYI
NEOS ETF TRUST
+$313.2K
5,989
清仓
IDEV
ISHARES TR
-$312.0K
0
-100%
清仓
KVUE
KENVUE INC
-$310.0K
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$309.9K
1,277
-44%
清仓
IONQ
IONQ INC
-$308.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$307.8K
7,821
+3%
增持
LYFT
LYFT INC
+$307.7K
27,795
+44%
增持
MCD
MCDONALDS CORP
+$307.3K
13,024
+4%
减持
PAYX
PAYCHEX INC
-$306.6K
11,314
-5%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$306.1K
1,063
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$305.1K
59,061
+57%
清仓
SFM
SPROUTS FMRS MKT INC
-$303.8K
0
-100%
