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DRIVE WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DRIVE WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001952781
持仓数
376
前50大市值合计
$309.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 43
增持 63
减持 11
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
COIN
COINBASE GLOBAL INC
-$10.2M
10,415
-78%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$7.7M
29
+71%
减持
—
VIVINT SMART HOME INC
-$5.3M
241,981
-66%
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
—
PROSHARES TR
+$3.5M
102,754
清仓
—
AMC ENTMT HLDGS INC
-$3.0M
0
-100%
建仓
MUB
ISHARES TR
+$3.0M
27,070
建仓
TFI
SPDR SER TR
+$2.5M
52,588
清仓
SPY
SPDR S&P 500 ETF TR
-$2.1M
0
-100%
清仓
AGG
ISHARES TR
-$1.8M
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$1.8M
0
-100%
建仓
—
EXXON MOBIL CORP
+$1.7M
20,726
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.3M
0
-100%
清仓
EFA
ISHARES TR
-$1.2M
0
-100%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$1.1M
23,709
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
18,626
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$995.0K
10,088
+18%
增持
TZA
DIREXION SHS ETF TR
+$955.0K
40,000
+300%
清仓
EEM
ISHARES TR
-$937.0K
0
-100%
建仓
MCO
MOODYS CORP
+$885.0K
2,622
清仓
XLC
SELECT SECTOR SPDR TR
-$836.0K
0
-100%
建仓
IVV
ISHARES TR
+$693.0K
1,527
清仓
BABA
ALIBABA GROUP HLDG LTD
-$610.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$605.0K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$605.0K
2,645
建仓
CMCSA
COMCAST CORP NEW
+$567.0K
12,112
增持
VTI
VANGUARD INDEX FDS
+$555.0K
4,904
+111%
清仓
MKSI
MKS INSTRS INC
-$540.0K
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$520.0K
2,066
增持
AMZN
AMAZON COM INC
+$519.0K
736
+30%
清仓
ITB
ISHARES TR
-$517.0K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$514.0K
0
-100%
清仓
OMC
OMNICOM GROUP INC
-$510.0K
0
-100%
增持
AAPL
APPLE INC
+$504.0K
12,092
+34%
建仓
TROW
PRICE T ROWE GROUP INC
+$504.0K
3,331
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$502.0K
3,833
+75%
清仓
ALL
ALLSTATE CORP
-$498.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$493.0K
7,485
+39%
减持
FCX
FREEPORT-MCMORAN INC
-$472.0K
10,446
-56%
建仓
DPZ
DOMINOS PIZZA INC
+$470.0K
1,154
清仓
FISV
FISERV INC
-$466.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$460.0K
6,441
+135%
清仓
PII
POLARIS INC
-$448.0K
0
-100%
增持
ABT
ABBOTT LABS
+$448.0K
10,953
+82%
增持
NKE
NIKE INC
+$440.0K
6,469
+150%
清仓
MTZ
MASTEC INC
-$436.0K
0
-100%
建仓
SWK
STANLEY BLACK & DECKER INC
+$415.0K
2,971
增持
META
META PLATFORMS INC
+$395.0K
6,678
+106%
清仓
SBUX
STARBUCKS CORP
-$387.0K
0
-100%
增持
SPIP
SPDR SER TR
+$381.0K
187,931
+12%
增持
V
VISA INC
+$369.0K
4,183
+62%
增持
JPM
JPMORGAN CHASE & CO
+$360.0K
8,147
+72%
建仓
OXY
OCCIDENTAL PETE CORP
+$351.0K
6,172
建仓
HOOD
ROBINHOOD MKTS INC
+$334.0K
24,686
清仓
MSCI
MSCI INC
-$333.0K
0
-100%
建仓
—
BARRICK GOLD CORP
+$330.0K
13,439
清仓
MELI
MERCADOLIBRE INC
-$328.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$323.0K
11,020
+140%
清仓
TLT
ISHARES TR
-$318.0K
0
-100%
减持
COP
CONOCOPHILLIPS
+$317.0K
12,264
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$315.0K
5,782
-51%
建仓
SHEL
SHELL PLC
+$295.0K
5,374
建仓
TDC
TERADATA CORP DEL
+$295.0K
5,980
增持
HD
HOME DEPOT INC
+$282.0K
3,830
+84%
清仓
INTC
INTEL CORP
-$277.0K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$276.0K
1,558
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$274.0K
5,702
清仓
XBI
SPDR SER TR
-$271.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$270.0K
3,806
+25%
建仓
—
PROSHARES TR II
+$269.0K
20,000
清仓
—
CITRIX SYS INC
-$268.0K
0
-100%
建仓
DOCU
DOCUSIGN INC
+$268.0K
2,503
建仓
LUV
SOUTHWEST AIRLS CO
+$266.0K
5,807
建仓
DFAU
DIMENSIONAL ETF TRUST
+$265.0K
8,392
清仓
RIO
RIO TINTO PLC
-$264.0K
0
-100%
建仓
C
CITIGROUP INC
+$260.0K
4,874
建仓
CNQ
CANADIAN NAT RES LTD
+$255.0K
4,075
建仓
ILMN
ILLUMINA INC
+$251.0K
718
建仓
COST
COSTCO WHSL CORP NEW
+$250.0K
434
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$250.0K
8,818
+22%
增持
UNH
UNITEDHEALTH GROUP INC
+$250.0K
1,875
+33%
清仓
IEMG
ISHARES INC
-$248.0K
0
-100%
建仓
AMGN
AMGEN INC
+$248.0K
1,025
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$248.0K
0
-100%
清仓
POOL
POOL CORP
-$242.0K
0
-100%
清仓
CAL
CALERES INC
-$228.0K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$225.0K
4,868
建仓
T
AT&T INC
+$222.0K
9,409
建仓
SU
SUNCOR ENERGY INC NEW
+$219.0K
6,727
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$219.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$215.0K
2,536
清仓
ROKU
ROKU INC
-$212.0K
0
-100%
建仓
RRC
RANGE RES CORP
+$211.0K
6,950
建仓
BHP
BHP GROUP LTD
+$207.0K
2,680
减持
SMG
SCOTTS MIRACLE-GRO CO
-$207.0K
2,023
-29%
清仓
—
ASML HOLDING N V
-$205.0K
0
-100%
建仓
—
PIONEER NAT RES CO
+$203.0K
810
建仓
UPS
UNITED PARCEL SERVICE INC
+$201.0K
936
减持
RUN
SUNRUN INC
-$198.0K
23,220
-12%
增持
CVX
CHEVRON CORP NEW
+$196.0K
3,880
+5%
增持
—
HESS CORP
+$192.0K
5,696
+1%
增持
GOOG
ALPHABET INC
+$190.0K
532
+19%
增持
FMC
FMC CORP
+$184.0K
3,807
+32%
建仓
FMN
FEDERATED HERMES PREM MUNI I
+$178.0K
13,915
增持
VNQ
VANGUARD INDEX FDS
+$176.0K
4,012
+80%
增持
GLW
CORNING INC
+$167.0K
10,182
+82%
增持
PM
PHILIP MORRIS INTL INC
+$156.0K
7,414
+30%
增持
WMB
WILLIAMS COS INC
+$145.0K
11,834
+23%
增持
SHY
ISHARES TR
+$142.0K
13,081
+18%
增持
ABBV
ABBVIE INC
+$139.0K
2,954
+18%
增持
MPC
MARATHON PETE CORP
+$137.0K
4,162
+21%
增持
BSV
VANGUARD BD INDEX FDS
+$136.0K
11,792
+22%
建仓
—
SOCIETY PASS INC
+$133.0K
44,850
增持
PCG
PG&E CORP
+$125.0K
26,036
+70%
建仓
—
TECHNIPFMC PLC
+$125.0K
16,158
增持
—
MEDTRONIC PLC
+$122.0K
6,376
+12%
建仓
XEVVX
EATON VANCE LTD DURATION INC
+$119.0K
10,134
增持
FE
FIRSTENERGY CORP
+$116.0K
11,290
+17%
减持
PG
PROCTER AND GAMBLE CO
-$112.0K
1,730
-25%
减持
OVV
OVINTIV INC
-$111.0K
8,419
-50%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$107.0K
41,182
+1%
增持
MET
METLIFE INC
+$105.0K
5,050
+26%
建仓
MSD
MORGAN STANLEY EMKT DBT FD I
+$102.0K
12,853
增持
AIG
AMERICAN INTL GROUP INC
+$100.0K
7,153
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$98.0K
3,756
+54%
增持
NFLX
NETFLIX INC
+$97.0K
1,434
+96%
增持
USB
US BANCORP DEL
+$91.0K
5,741
+50%
增持
CRM
SALESFORCE INC
+$90.0K
3,145
+38%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$89.0K
45,824
+3%
增持
TSLA
TESLA INC
+$84.0K
487
+17%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$82.0K
27,159
+0%
增持
WFC
WELLS FARGO CO NEW
+$81.0K
13,063
+14%
增持
KO
COCA COLA CO
+$80.0K
4,644
+31%
增持
IQI
INVESCO QUALITY MUN INCOME T
-$76.0K
42,298
+4%
增持
ZS
ZSCALER INC
-$74.0K
943
+0%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$73.0K
30,333
+0%
增持
CAT
CATERPILLAR INC
+$72.0K
1,227
+26%
增持
LOW
LOWES COS INC
-$70.0K
2,473
+12%
增持
AES
AES CORP
+$63.0K
10,663
+23%
增持
CSX
CSX CORP
+$59.0K
7,366
+28%
增持
—
ACCENTURE PLC IRELAND
+$55.0K
2,484
+31%
增持
NVDA
NVIDIA CORPORATION
+$54.0K
971
+35%
减持
GOOGL
ALPHABET INC
-$53.0K
310
-2%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
+$49.0K
15,961
+55%
增持
BAC
BK OF AMERICA CORP
+$48.0K
12,647
+19%
增持
—
ABRDN ASIA PACIFIC INCOME FU
+$47.0K
37,040
+82%
增持
EVN
EATON VANCE MUNI INCOME TRUS
-$46.0K
24,285
+1%
增持
NVO
NOVO-NORDISK A S
+$45.0K
4,053
+11%
增持
UNP
UNION PAC CORP
+$45.0K
1,744
+2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$41.0K
3,961
-2%
增持
—
WESTERN ASSET MUN PARTNERS F
+$40.0K
18,220
+38%