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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 77
减持 34
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
+$251.2M
6,998,885
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$34.5M
714,212
-2%
减持
IVV
ISHARES TR
-$24.1M
533,947
-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
VOO
VANGUARD INDEX FDS
+$15.0M
66,071
+69%
清仓
BITB
BITWISE BITCOIN ETF TR
-$14.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$13.5M
106,475
-3%
增持
AAPL
APPLE INC
-$12.7M
878,194
+1%
减持
TBIL
RBB FD INC
-$11.7M
832,583
-22%
增持
AVDE
AMERICAN CENTY ETF TR
+$8.8M
349,944
+38%
减持
EMTL
SSGA ACTIVE TR
-$7.1M
33,163
-83%
建仓
MUNY
VANGUARD NY TAX FREE FDS
+$3.2M
30,983
增持
—
EXXON MOBIL CORP
+$2.7M
44,618
+10%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
224,161
+15%
减持
PEP
PEPSICO INC
+$2.5M
219,322
-0%
增持
AVGO
BROADCOM INC
-$2.4M
78,305
+2%
清仓
BEEZ
EA SERIES TRUST
-$2.3M
0
-100%
增持
SPYV
SPDR SERIES TRUST
+$2.3M
563,131
+8%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.2M
6,719
+30%
增持
CVX
CHEVRON CORPORATION
+$1.9M
29,645
+6%
增持
HEDG
SERIES PORTFOLIOS TR
+$1.8M
901,723
+9%
减持
ISPY
PROSHARES TR
-$1.8M
5,186
-88%
建仓
EFIV
SPDR SERIES TRUST
+$1.7M
27,726
减持
IGPT
INVESCO EXCHANGE TRADED FD T
-$1.7M
347,188
-6%
增持
MU
MICRON TECHNOLOGY INC
+$1.7M
14,458
+28%
增持
NFLX
NETFLIX INC.
+$1.6M
42,246
+61%
增持
LITE
LUMENTUM HLDGS INC
+$1.6M
4,787
+0%
增持
—
LINDE PLC
+$1.4M
5,361
+85%
减持
SLV
ISHARES SILVER TR
-$1.4M
7,029
-76%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
21,422
+21%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$1.3M
21,203
+380%
减持
IWM
ISHARES TR
-$1.3M
898
-86%
减持
V
VISA INC
-$1.3M
15,977
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.3M
18,118
-6%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$1.3M
192,888
+39%
增持
AXP
AMERICAN EXPRESS CO
-$1.1M
18,388
+2%
增持
META
META PLATFORMS INC
+$1.1M
26,821
+24%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.1M
72,728
+0%
减持
IWY
ISHARES TR
-$1.0M
30,593
-2%
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$1.0M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$1.0M
11,002
+3%
减持
SNDK
SANDISK CORP
+$1.0M
2,632
-6%
减持
DIS
DISNEY WALT CO
-$944.7K
18,046
-24%
增持
TSLA
TESLA INC
-$907.1K
25,875
+11%
增持
BOXX
EA SERIES TRUST
+$897.8K
21,656
+54%
增持
PG
PROCTER & GAMBLE CO
+$874.9K
31,190
+23%
增持
MCD
MCDONALDS CORP
+$873.0K
14,246
+22%
增持
MPC
MARATHON PETE CORP
+$851.6K
9,874
+3%
增持
CAT
CATERPILLAR INC
+$830.4K
5,170
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$814.4K
5,450
-21%
增持
WMT
WALMART INC
+$813.3K
46,378
+4%
减持
SHYG
ISHARES TR
-$801.1K
10,712
-63%
减持
AVUV
AMERICAN CENTY ETF TR
+$797.6K
102,128
-1%
建仓
—
ICHOR HOLDINGS
+$765.4K
16,421
清仓
APP
APPLOVIN CORP
-$752.7K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$726.8K
26,784
+16%
增持
MA
MASTERCARD INCORPORATED
+$719.3K
8,696
+37%
增持
SYK
STRYKER CORPORATION
+$701.2K
2,964
+282%
建仓
—
ASTRAZENECA PLC
+$695.8K
3,531
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$694.3K
89,111
-33%
增持
VZ
VERIZON COMMUNICATIONS INC
+$691.1K
47,134
+15%
清仓
—
ASTRAZENECA PLC
-$679.2K
0
-100%
增持
COP
CONOCOPHILLIPS
+$671.3K
10,167
+42%
清仓
KKR
KKR & CO INC
-$651.4K
0
-100%
增持
COHR
COHERENT CORP
+$649.6K
10,896
+3%
清仓
ACWX
ISHARES TR
-$648.9K
0
-100%
增持
WDC
WESTERN DIGITAL CORP
+$642.4K
5,534
+12%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$635.8K
380,778
+5%
减持
GLDM
WORLD GOLD TR
-$631.7K
187,866
-11%
增持
KLAC
KLA CORP
+$629.2K
2,171
+3%
增持
MRK
MERCK & CO INC
+$621.1K
32,079
+4%
增持
HON
HONEYWELL INTL INC
+$620.5K
6,531
+49%
减持
IJR
ISHARES TR
+$613.7K
163,315
-0%
增持
DE
DEERE & CO
+$607.2K
3,098
+27%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$605.3K
20,837
+71%
增持
ORCL
ORACLE CORP
-$577.0K
18,457
+9%
增持
VTEB
VANGUARD MUN BD FDS
+$566.9K
33,708
+52%
减持
QCOM
QUALCOMM INC
-$559.4K
6,314
-21%
减持
EMB
ISHARES TR
-$557.4K
4,837
-54%
减持
GEV
GE VERNOVA INC
+$551.7K
2,718
-2%
增持
CI
THE CIGNA GROUP
+$535.7K
3,051
+202%
增持
FIX
COMFORT SYS USA INC
+$512.1K
969
+10%
增持
MTUM
ISHARES TR
-$509.0K
81,997
+2%
增持
KO
COCA COLA CO
+$507.5K
28,383
+20%
增持
LMT
LOCKHEED MARTIN CORP
+$503.8K
2,154
+31%
增持
FDX
FEDEX CORP
+$501.1K
4,250
+21%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$499.8K
1,138
-43%
增持
MKSI
MKS INC.
+$495.1K
6,641
+3%
增持
LRCX
LAM RESEARCH CORP
+$494.5K
8,872
+8%
减持
ISRG
INTUITIVE SURGICAL INC
-$493.8K
2,241
-17%
建仓
VICI
VICI PPTYS INC
+$493.3K
18,057
减持
—
ACCENTURE PLC IRELAND
-$491.8K
5,691
-6%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$487.4K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$483.9K
23,416
+11%
清仓
GDX
VANECK ETF TRUST
-$483.4K
0
-100%
增持
TJX
TJX COS INC NEW
+$479.6K
15,515
+19%
减持
BKNG
BOOKING HOLDINGS INC
-$477.9K
118
-35%
建仓
AVEM
AMERICAN CENTY ETF TR
+$477.4K
5,924
减持
IWV
ISHARES TR
-$473.3K
1,806
-39%
增持
RTX
RTX CORPORATION
+$468.8K
16,221
+12%
增持
SLB
SLB LIMITED
+$467.2K
19,992
+37%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$458.3K
5,137
+138%
建仓
ALL
ALLSTATE CORP
+$446.6K
2,154
建仓
CTAS
CINTAS CORP
+$445.8K
2,636
增持
GOOG
ALPHABET INC
-$437.6K
46,711
+6%
减持
ABT
ABBOTT LABORATORIES
-$435.7K
8,867
-17%
增持
EQIX
EQUINIX INC
+$431.0K
904
+52%
建仓
CCNE
CNB FINL CORP PA
+$430.9K
14,880
清仓
JEF
JEFFERIES FINL GROUP INC
-$430.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$426.3K
11,326
-6%
清仓
PLTM
GRANITESHARES PLATINUM TR
-$420.2K
0
-100%
增持
CIEN
CIENA CORP
+$415.8K
2,236
+16%
增持
TMUS
T-MOBILE US INC
+$413.3K
3,352
+134%
清仓
—
UBS GROUP AG
-$412.7K
0
-100%
增持
T
AT&T INC
+$400.8K
51,879
+17%
减持
GDXJ
VANECK ETF TRUST
-$400.3K
20,914
-18%
增持
GOOGL
ALPHABET INC
-$399.6K
64,277
+7%
增持
IEMG
ISHARES INC
+$396.0K
50,945
+8%
减持
IJH
ISHARES TR
+$395.2K
383,153
-1%
增持
GILD
GILEAD SCIENCES INC
+$394.4K
11,794
+16%
建仓
—
ALPHA & OMEGA SEMICONDUCTOR
+$394.2K
17,790
清仓
COIN
COINBASE GLOBAL INC
-$393.3K
0
-100%
增持
AMGN
AMGEN INC
+$388.4K
5,915
+14%
增持
VLO
VALERO ENERGY CORP
+$386.7K
4,189
+5%
清仓
KMB
KIMBERLY-CLARK CORP
-$384.4K
0
-100%
增持
WMB
WILLIAMS COS INC
+$380.9K
10,825
+60%
增持
C
CITIGROUP INC
+$378.7K
16,805
+28%
建仓
NTNX
NUTANIX INC
+$376.3K
9,899
增持
FTNT
FORTINET INC
+$375.5K
9,786
+83%
增持
INTC
INTEL CORP
+$375.4K
38,717
+7%
清仓
OEF
ISHARES TR
-$373.5K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$373.4K
6,631
增持
ADBE
ADOBE INC
+$368.3K
5,967
+93%
增持
IWB
ISHARES TR
-$364.7K
41,533
+2%
增持
FICO
FAIR ISAAC CORP
-$364.1K
598
+1%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$364.1K
0
-100%
建仓
BWA
BORGWARNER INC
+$360.9K
6,652
建仓
FITB
FIFTH THIRD BANCORP
+$354.8K
7,636
建仓
WDAY
WORKDAY INC
+$353.5K
2,721
建仓
DLB
DOLBY LABORATORIES INC
+$350.9K
5,843
清仓
LRGE
LEGG MASON ETF INVT
-$348.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$346.4K
37,493
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$345.9K
11,566
+16%
增持
—
EATON CORP PLC
+$344.7K
2,904
+33%
建仓
FSLR
FIRST SOLAR INC
+$343.4K
1,741
增持
TXN
TEXAS INSTRS INC
+$343.3K
4,184
+55%
清仓
EFA
ISHARES TR
-$343.0K
0
-100%
建仓
BURL
BURLINGTON STORES INC
+$342.9K
1,054
清仓
GIS
GENERAL MLS INC
-$342.8K
0
-100%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$339.0K
3,936
清仓
APO
APOLLO GLOBAL MGMT INC
-$338.6K
0
-100%
