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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 65
增持 43
减持 13
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.8M
60,385
+53%
减持
VTI
VANGUARD INDEX FDS
-$4.3M
22,164
-52%
建仓
SHV
ISHARES TR
+$2.3M
20,753
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
IEF
ISHARES TR
+$2.2M
24,670
+1020%
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$2.2M
121,521
建仓
ICSH
ISHARES TR
+$2.1M
42,455
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$2.1M
41,728
建仓
BSV
VANGUARD BD INDEX FDS
+$1.9M
24,305
建仓
SHY
ISHARES TR
+$1.7M
20,117
增持
IVV
ISHARES TR
+$1.6M
5,939
+164%
增持
AMZN
AMAZON COM INC
+$1.5M
33,532
+45%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.5M
156,743
+45%
增持
—
PROSHARES TR
-$1.4M
183,500
+47%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
96,683
+29%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$1.0M
0
-100%
清仓
NUGT
DIREXION SHS ETF TR
-$1.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
6,221
+28%
建仓
—
DIREXION SHS ETF TR
+$990.6K
60,850
增持
TSLA
TESLA INC
+$963.9K
5,827
+193%
增持
MSFT
MICROSOFT CORP
+$956.3K
18,869
+1%
减持
TZA
DIREXION SHS ETF TR
-$940.1K
32,000
-42%
增持
GOOGL
ALPHABET INC
+$930.4K
25,452
+31%
建仓
VO
VANGUARD INDEX FDS
+$858.1K
4,068
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$756.5K
18,724
清仓
UUP
INVESCO DB US DLR INDEX TR
-$723.1K
0
-100%
清仓
—
PROSHARES TR II
-$686.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$672.7K
21,442
-39%
增持
—
INVESCO EXCH TRADED FD TR II
+$624.8K
52,600
+75%
建仓
GE
GENERAL ELECTRIC CO
+$598.5K
6,261
建仓
BIL
SPDR SER TR
+$587.7K
6,401
清仓
—
LAM RESEARCH CORP
-$584.7K
0
-100%
增持
QCOM
QUALCOMM INC
+$581.5K
6,190
+227%
建仓
IRM
IRON MTN INC DEL
+$570.6K
10,657
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$558.8K
19,226
+10%
清仓
IWM
ISHARES TR
-$558.1K
0
-100%
增持
GSIE
GOLDMAN SACHS ETF TR
+$556.8K
39,041
+75%
增持
GOOG
ALPHABET INC
+$543.5K
17,572
+21%
建仓
ALB
ALBEMARLE CORP
+$540.2K
2,443
增持
FSK
FS KKR CAP CORP
+$529.4K
348,125
+3%
减持
META
META PLATFORMS INC
+$528.1K
8,206
-18%
建仓
SCHW
SCHWAB CHARLES CORP
+$516.3K
9,858
减持
DFSD
DIMENSIONAL ETF TRUST
-$515.5K
11,325
-50%
建仓
RSG
REPUBLIC SVCS INC
+$514.8K
3,793
增持
GSID
GOLDMAN SACHS ETF TR
+$513.3K
21,660
+75%
清仓
AGQ
PROSHARES TR II
-$504.0K
0
-100%
建仓
—
INVESTMENT MANAGERS SER TR I
+$489.2K
11,500
增持
DFAR
DIMENSIONAL ETF TRUST
+$488.5K
91,588
+31%
清仓
TER
TERADYNE INC
-$482.4K
0
-100%
清仓
CE
CELANESE CORP DEL
-$460.6K
0
-100%
建仓
GOVT
ISHARES TR
+$452.5K
19,356
增持
HON
HONEYWELL INTL INC
+$447.5K
4,151
+157%
清仓
CMCSA
COMCAST CORP NEW
-$446.0K
0
-100%
清仓
TSN
TYSON FOODS INC
-$434.0K
0
-100%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$420.3K
6,151
减持
ABT
ABBOTT LABS
-$406.2K
6,898
-31%
增持
DFAE
DIMENSIONAL ETF TRUST
+$404.4K
65,470
+30%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$390.8K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$384.6K
3,065
-29%
减持
—
HESS CORP
-$384.3K
4,190
-37%
建仓
IJR
ISHARES TR
+$384.0K
3,971
增持
XSOE
WISDOMTREE TR
+$373.5K
29,809
+74%
增持
USB
US BANCORP DEL
+$360.2K
19,459
+145%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$352.7K
41,434
清仓
ALLY
ALLY FINL INC
-$342.0K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$342.0K
3,489
增持
COIN
COINBASE GLOBAL INC
+$340.2K
10,489
+1%
增持
CRM
SALESFORCE INC
+$339.2K
3,105
+46%
建仓
DNL
WISDOMTREE TR
+$336.1K
9,475
增持
—
INVESCO EXCH TRADED FD TR II
+$334.6K
33,547
+74%
清仓
SII
SPROTT INC
-$333.3K
0
-100%
减持
SPYG
SPDR SER TR
+$331.3K
98,689
-3%
增持
CNC
CENTENE CORP DEL
+$324.9K
8,773
+213%
清仓
XLV
SELECT SECTOR SPDR TR
-$322.8K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$306.3K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$305.7K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$302.6K
12,914
增持
PFE
PFIZER INC
+$298.6K
21,233
+92%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$298.4K
14,742
+74%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$297.9K
4,969
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$284.6K
3,548
建仓
XLK
SELECT SECTOR SPDR TR
+$282.4K
1,870
建仓
SRLN
SSGA ACTIVE ETF TR
+$278.5K
6,718
清仓
AEM
AGNICO EAGLE MINES LTD
-$277.6K
0
-100%
建仓
SAP
SAP SE
+$271.1K
2,142
建仓
CVS
CVS HEALTH CORP
+$271.1K
3,648
建仓
IWF
ISHARES TR
+$268.9K
1,101
建仓
ALGN
ALIGN TECHNOLOGY INC
+$265.3K
794
建仓
ABNB
AIRBNB INC
+$264.0K
2,122
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$261.5K
830
建仓
—
MEDTRONIC PLC
+$261.2K
3,213
清仓
AMGN
AMGEN INC
-$253.3K
0
-100%
建仓
INTU
INTUIT
+$250.9K
563
建仓
DRIP
DIREXION SHS ETF TR
+$248.2K
17,000
建仓
WM
WASTE MGMT INC DEL
+$247.8K
1,519
建仓
FICS
FIRST TR EXCHANGE-TRADED FD
+$246.9K
7,847
清仓
VTV
VANGUARD INDEX FDS
-$246.5K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$244.4K
1,751
建仓
BKNG
BOOKING HOLDINGS INC
+$241.4K
91
建仓
APH
AMPHENOL CORP NEW
+$239.3K
2,907
清仓
DFAU
DIMENSIONAL ETF TRUST
-$237.2K
0
-100%
建仓
CME
CME GROUP INC
+$236.2K
1,234
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$233.8K
11,562
+2%
清仓
AR
ANTERO RESOURCES CORP
-$232.4K
0
-100%
建仓
EQIX
EQUINIX INC
+$229.0K
318
清仓
BABA
ALIBABA GROUP HLDG LTD
-$228.2K
0
-100%
增持
ENB
ENBRIDGE INC
+$227.6K
11,276
+118%
建仓
HSY
HERSHEY CO
+$227.0K
892
清仓
NOC
NORTHROP GRUMMAN CORP
-$226.4K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$225.8K
1,578
增持
NTSE
WISDOMTREE TR
+$225.5K
17,583
+74%
建仓
CTVA
CORTEVA INC
+$224.3K
3,720
建仓
—
EATON CORP PLC
+$222.0K
1,296
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$221.5K
3,784
建仓
SOFI
SOFI TECHNOLOGIES INC
+$217.8K
35,886
增持
DIS
DISNEY WALT CO
+$216.3K
7,248
+24%
建仓
—
BANK OF NT BUTTERFIELD&SON L
+$214.8K
7,954
增持
SPY
SPDR S&P 500 ETF TR
+$213.8K
2,146
+23%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$212.1K
2,663
建仓
FICO
FAIR ISAAC CORP
+$211.5K
301
建仓
KMB
KIMBERLY-CLARK CORP
+$207.5K
1,534
清仓
TFC
TRUIST FINL CORP
-$207.1K
0
-100%
增持
COP
CONOCOPHILLIPS
-$207.0K
13,967
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$206.1K
38,373
-17%
建仓
ADI
ANALOG DEVICES INC
+$206.0K
1,044
建仓
EOG
EOG RES INC
+$205.2K
1,790
建仓
TGT
TARGET CORP
+$205.0K
1,237
建仓
VYMI
VANGUARD WHITEHALL FDS
+$204.9K
3,308
清仓
FMC
FMC CORP
-$204.3K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$203.0K
596
建仓
TM
TOYOTA MOTOR CORP
+$201.8K
1,424
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$201.4K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$201.3K
245
建仓
SO
SOUTHERN CO
+$200.7K
2,885
减持
GLD
SPDR GOLD TR
-$197.2K
1,765
-42%
建仓
WBD
WARNER BROS DISCOVERY INC
+$183.0K
12,117
增持
EDV
VANGUARD WORLD FD
+$182.4K
10,772
+13%
增持
COST
COSTCO WHSL CORP NEW
+$170.1K
1,052
+36%
增持
RUN
SUNRUN INC
-$168.3K
52,401
+3%
增持
PEP
PEPSICO INC
+$163.7K
4,469
+25%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$160.6K
19,204
+77%
建仓
AFB
ALLIANCEBERNSTEIN NATL MUN I
+$159.3K
14,550
建仓
—
KRANESHARES TR
+$158.3K
10,000
清仓
—
SEABRIDGE GOLD INC
-$157.3K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$157.1K
9,034
-1%
减持
OVV
OVINTIV INC
-$156.0K
10,391
-1%
增持
AMAT
APPLIED MATLS INC
+$152.2K
4,178
+13%
建仓
—
RADIUS GLOBAL INFRASTRCTRE I
+$146.7K
10,000
增持
PG
PROCTER AND GAMBLE CO
+$142.8K
7,083
+18%
清仓
XCXHX
MFS INVT GRADE MUN TR
-$142.4K
0
-100%
增持
CSCO
CISCO SYS INC
+$141.4K
19,842
+6%
