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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 26
增持 64
减持 42
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
JNJ
JOHNSON & JOHNSON
+$158.4M
7,052,942
+1%
增持
IVV
ISHARES TR
+$28.2M
544,345
+6%
减持
AVDE
AMERICAN CENTY ETF TR
-$24.6M
253,645
-56%
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
HEDG
SERIES PORTFOLIOS TR
+$24.3M
829,914
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$18.9M
5,344
-98%
增持
QUAL
ISHARES TR
+$18.2M
103,985
+723%
减持
MOAT
VANECK ETF TRUST
-$15.3M
12,358
-93%
减持
AAPL
APPLE INC
+$14.9M
866,637
-0%
建仓
BITB
BITWISE BITCOIN ETF TR
+$14.2M
299,225
减持
SPY
SPDR S&P 500 ETF TR
+$10.1M
731,788
-0%
增持
GLDM
WORLD GOLD TR
+$8.2M
211,374
+64%
增持
IGPT
INVESCO EXCHANGE TRADED FD T
+$5.5M
367,504
+21%
增持
SPYV
SPDR SERIES TRUST
+$5.0M
520,483
+17%
增持
GOOGL
ALPHABET INC
+$4.6M
60,330
+3%
增持
MTUM
ISHARES TR
+$4.4M
80,650
+31%
减持
MSFT
MICROSOFT CORP
-$4.3M
109,341
-1%
减持
AINP
ALLSPRING EXCHANGE TRADED FU
-$4.2M
267,194
-38%
减持
META
META PLATFORMS INC
-$3.3M
21,565
-10%
增持
GOOG
ALPHABET INC
+$3.2M
44,095
+1%
减持
COST
COSTCO WHSL CORP NEW
-$2.8M
5,183
-34%
增持
LLY
ELI LILLY & CO
+$2.7M
6,403
+17%
增持
NFLX
NETFLIX INC
-$1.9M
26,174
+614%
减持
ORCL
ORACLE CORP
-$1.8M
16,891
-6%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.7M
192,319
-16%
增持
AMZN
AMAZON COM INC
+$1.7M
91,849
+4%
减持
TBIL
RBB FD INC
-$1.7M
1,066,396
-3%
增持
BAI
BLACKROCK ETF TRUST
+$1.6M
55,134
+825%
增持
GDXJ
VANECK ETF TRUST
+$1.6M
25,583
+94%
减持
EMTL
SSGA ACTIVE TR
-$1.6M
196,333
-15%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$1.6M
12,829
+0%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
25,331
-25%
增持
AVGO
BROADCOM INC
+$1.4M
76,988
+1%
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
11,293
+2%
减持
IQDG
WISDOMTREE TR
-$1.4M
117,578
-25%
增持
IWM
ISHARES TR
+$1.3M
6,283
+551%
减持
HD
HOME DEPOT INC
-$1.3M
19,137
-1%
减持
—
LINDE PLC
-$1.2M
2,892
-45%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$1.0M
133,061
+125%
增持
LITE
LUMENTUM HLDGS INC
+$994.1K
4,773
+1%
减持
T
AT&T INC
-$984.4K
44,411
-40%
增持
VOO
VANGUARD INDEX FDS
+$984.4K
38,995
+2%
增持
XLE
SELECT SECTOR SPDR TR
-$951.4K
39,107
+29%
增持
MRK
MERCK & CO INC
+$877.7K
30,758
+9%
增持
ISRG
INTUITIVE SURGICAL INC
+$865.5K
2,696
+82%
增持
COHR
COHERENT CORP
+$823.2K
10,543
+1%
减持
MA
MASTERCARD INCORPORATED
-$815.6K
6,351
-19%
增持
WMT
WALMART INC
+$794.4K
44,435
+10%
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$759.7K
26,397
增持
AMD
ADVANCED MICRO DEVICES INC
+$759.5K
13,741
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$757.0K
26,735
+147%
增持
—
ACCENTURE PLC IRELAND
+$755.7K
6,039
+72%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$744.4K
362,631
+5%
增持
—
CHUBB LIMITED
+$743.0K
3,736
+149%
减持
TLT
ISHARES TR
-$738.3K
278,692
-0%
增持
PEP
PEPSICO INC
+$721.0K
219,905
+0%
建仓
CL
COLGATE PALMOLIVE CO
+$716.6K
9,069
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$703.7K
72,574
+2%
建仓
SNDK
SANDISK CORP
+$662.5K
2,791
增持
IWB
ISHARES TR
+$648.0K
40,632
+2%
增持
TSLA
TESLA INC
+$636.9K
23,406
+5%
减持
MO
ALTRIA GROUP INC
-$631.4K
14,007
-36%
建仓
CRWV
COREWEAVE INC
+$619.6K
8,652
减持
ESGU
ISHARES TR
-$614.0K
19,783
-19%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$607.1K
45,826
+344%
建仓
AMT
AMERICAN TOWER CORP NEW
+$602.0K
3,429
减持
IWV
ISHARES TR
-$580.3K
2,954
-35%
减持
CVX
CHEVRON CORP NEW
-$576.6K
27,930
-10%
建仓
UPS
UNITED PARCEL SERVICE INC
+$573.7K
5,784
增持
PGR
PROGRESSIVE CORP
+$561.7K
4,820
+122%
增持
IEMG
ISHARES INC
+$557.1K
46,972
+19%
减持
PFF
ISHARES TR
-$556.5K
32,530
-34%
建仓
MEC
MAYVILLE ENGR CO INC
+$546.3K
29,185
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$544.0K
516,197
+5%
减持
SO
SOUTHERN CO
-$541.2K
5,554
-49%
建仓
ROP
ROPER TECHNOLOGIES INC
+$531.5K
1,194
减持
MRSH
MARSH & MCLENNAN COS INC
-$525.7K
4,724
-32%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$524.8K
21,717
-41%
清仓
MARA
MARA HOLDINGS INC
-$519.7K
0
-100%
增持
GEV
GE VERNOVA INC
+$510.5K
2,786
+31%
减持
AXP
AMERICAN EXPRESS CO
+$507.1K
18,060
-3%
增持
APP
APPLOVIN CORP
+$506.9K
1,117
+227%
减持
IYE
ISHARES TR
-$498.8K
12,215
-46%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$487.4K
12,804
清仓
AZO
AUTOZONE INC
-$471.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$458.1K
19,182
+4%
建仓
TNA
DIREXION SHS ETF TR
+$455.4K
10,000
清仓
MINT
PIMCO ETF TR
-$453.1K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$446.1K
8,785
-26%
减持
QEFA
SPDR INDEX SHS FDS
-$440.7K
24,812
-19%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$440.1K
4,318
-59%
清仓
QUS
SPDR SERIES TRUST
-$440.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$437.1K
0
-100%
减持
DCRE
DOUBLELINE ETF TRUST
-$433.9K
9,000
-48%
减持
CAT
CATERPILLAR INC
+$422.2K
4,944
-2%
增持
SHYG
ISHARES TR
+$421.7K
29,259
+52%
清仓
CTAS
CINTAS CORP
-$421.0K
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$417.1K
69,374
+8%
减持
SYK
STRYKER CORPORATION
-$416.8K
776
-58%
增持
AVUV
AMERICAN CENTY ETF TR
+$414.6K
102,809
+2%
减持
MCD
MCDONALDS CORP
-$403.4K
11,630
-11%
增持
ISPY
PROSHARES TR
+$400.8K
43,763
+24%
建仓
CTVA
CORTEVA INC
+$395.3K
5,898
增持
DIS
DISNEY WALT CO
+$394.4K
23,591
+18%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$394.3K
31,387
+42%
增持
LRCX
LAM RESEARCH CORP
+$393.7K
8,185
+9%
减持
SLV
ISHARES SILVER TR
+$390.4K
29,323
-17%
减持
ABT
ABBOTT LABS
-$390.4K
10,743
-17%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$389.4K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$384.4K
3,810
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$383.9K
34,158
减持
INTU
INTUIT
-$382.2K
1,721
-23%
清仓
VRSN
VERISIGN INC
-$381.6K
0
-100%
增持
—
EXXON MOBIL CORP
+$381.0K
40,743
+2%
建仓
ABNB
AIRBNB INC
+$380.2K
2,801
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$376.3K
280,152
+1%
清仓
PSA
PUBLIC STORAGE OPER CO
-$375.5K
0
-100%
清仓
VICI
VICI PPTYS INC
-$371.6K
0
-100%
增持
XSOE
WISDOMTREE TR
+$371.4K
66,755
+13%
建仓
VRSK
VERISK ANALYTICS INC
+$364.8K
1,631
增持
WM
WASTE MGMT INC DEL
+$364.3K
4,604
+57%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$364.1K
1,422
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$357.8K
9,671
建仓
PPG
PPG INDS INC
+$355.2K
3,467
清仓
MSI
MOTOROLA SOLUTIONS INC
-$354.2K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$349.0K
0
-100%
增持
ACWX
ISHARES TR
+$348.8K
9,666
+109%
建仓
LRGE
LEGG MASON ETF INVT
+$348.3K
4,230
增持
KO
COCA COLA CO
+$345.7K
23,616
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$342.9K
6,934
+23%
增持
NOW
SERVICENOW INC
+$341.4K
7,191
+771%
增持
CSCO
CISCO SYS INC
+$337.2K
38,292
+0%
建仓
EIX
EDISON INTL
+$333.9K
5,563
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$333.2K
138,672
+11%
建仓
WCN
WASTE CONNECTIONS INC
+$332.9K
1,898
增持
PM
PHILIP MORRIS INTL INC
+$329.9K
23,078
+11%
增持
CMCSA
COMCAST CORP NEW
+$329.1K
20,895
+122%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$328.5K
3,417
+0%
清仓
EWW
ISHARES INC
-$327.4K
0
-100%
清仓
—
EVEREST GROUP LTD
-$326.1K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$324.5K
1,307
+7%
减持
NVDA
NVIDIA CORPORATION
-$320.6K
195,468
-1%
清仓
EXR
EXTRA SPACE STORAGE INC
-$319.7K
0
-100%
建仓
TECK
TECK RESOURCES LTD
+$318.7K
6,654
清仓
SMCI
SUPER MICRO COMPUTER INC
-$316.8K
0
-100%
减持
TMUS
T-MOBILE US INC
-$314.4K
1,432
-43%
清仓
RELX
RELX PLC
-$314.0K
0
-100%
建仓
ROST
ROSS STORES INC
+$310.7K
1,725
增持
FMB
FIRST TR EXCH TRADED FD III
+$310.5K
141,073
+4%
建仓
JKHY
HENRY JACK & ASSOC INC
+$309.3K
1,695
清仓
—
KELLANOVA
-$309.0K
0
-100%
