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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 31
增持 39
减持 40
清仓 40
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.7M
22,815
+284%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.4M
154,682
+303%
清仓
—
PROSHARES TR
-$5.4M
0
-100%
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
ICSH
ISHARES TR
+$4.6M
133,920
+215%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$4.5M
131,569
+215%
增持
SHV
ISHARES TR
+$4.2M
59,219
+185%
增持
VTI
VANGUARD INDEX FDS
+$4.0M
38,739
+75%
减持
SPYV
SPDR SER TR
-$3.9M
76,163
-57%
增持
AAPL
APPLE INC
+$2.9M
66,055
+9%
减持
SPYG
SPDR SER TR
-$2.6M
46,864
-53%
增持
TZA
DIREXION SHS ETF TR
+$2.5M
133,000
+316%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.3M
76,162
+307%
增持
MSFT
MICROSOFT CORP
+$2.3M
22,814
+21%
增持
VO
VANGUARD INDEX FDS
+$2.3M
14,248
+250%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$2.2M
0
-100%
清仓
—
INVESCO EXCH TRADED FD TR II
-$1.3M
0
-100%
增持
GOVT
ISHARES TR
+$1.3M
75,987
+293%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.2M
63,252
-35%
增持
GLD
SPDR GOLD TR
+$1.1M
7,760
+340%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
6,469
+4%
清仓
—
DIREXION SHS ETF TR
-$990.6K
0
-100%
增持
IJR
ISHARES TR
+$934.9K
13,235
+233%
增持
JNJ
JOHNSON & JOHNSON
+$822.2K
8,721
+118%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$775.8K
13,418
+278%
减持
DFIP
DIMENSIONAL ETF TRUST
-$757.8K
24,955
-40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$757.8K
19,632
+2%
清仓
—
INVESCO EXCH TRADED FD TR II
-$756.6K
0
-100%
减持
DFCF
DIMENSIONAL ETF TRUST
-$742.8K
25,683
-40%
增持
SRLN
SSGA ACTIVE ETF TR
+$680.9K
22,914
+241%
减持
SPIP
SPDR SER TR
-$678.0K
36,929
-40%
减持
DFAR
DIMENSIONAL ETF TRUST
-$657.5K
60,909
-33%
清仓
GE
GENERAL ELECTRIC CO
-$598.5K
0
-100%
清仓
BIL
SPDR SER TR
-$587.7K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$570.6K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$514.8K
0
-100%
清仓
—
INVESTMENT MANAGERS SER TR I
-$489.2K
0
-100%
建仓
EMC
GLOBAL X FDS
+$487.3K
19,537
增持
TSLA
TESLA INC
+$472.5K
6,423
+10%
清仓
MPC
MARATHON PETE CORP
-$459.1K
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
-$444.6K
45,292
-31%
清仓
MCO
MOODYS CORP
-$443.6K
0
-100%
建仓
SSTK
SHUTTERSTOCK INC
+$428.5K
8,804
增持
VLO
VALERO ENERGY CORP
+$401.1K
5,503
+214%
增持
VYMI
VANGUARD WHITEHALL FDS
+$358.9K
8,921
+170%
减持
SPDW
SPDR INDEX SHS FDS
-$357.2K
67,269
-15%
减持
AVGO
BROADCOM INC
+$346.0K
1,595
-1%
增持
WFC
WELLS FARGO CO NEW
+$334.2K
35,268
+13%
增持
GOOG
ALPHABET INC
+$329.3K
17,829
+1%
建仓
HYG
ISHARES TR
+$320.5K
4,270
清仓
—
QUALTRICS INTL INC
-$314.0K
0
-100%
清仓
—
GENPACT LIMITED
-$310.9K
0
-100%
增持
GSIE
GOLDMAN SACHS ETF TR
+$305.2K
48,103
+23%
增持
LLY
LILLY ELI & CO
+$303.7K
1,864
+12%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$302.6K
0
-100%
建仓
NUGT
DIREXION SHS ETF TR
+$298.1K
8,555
建仓
EUSA
ISHARES INC
+$297.9K
3,780
清仓
VUG
VANGUARD INDEX FDS
-$291.6K
0
-100%
清仓
ILMN
ILLUMINA INC
-$285.3K
0
-100%
清仓
HUM
HUMANA INC
-$282.1K
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
-$279.3K
144,397
-8%
增持
GSID
GOLDMAN SACHS ETF TR
+$278.1K
26,700
+23%
减持
HD
HOME DEPOT INC
-$278.0K
3,843
-23%
建仓
JVAL
J P MORGAN EXCHANGE TRADED F
+$273.9K
7,676
清仓
CVS
CVS HEALTH CORP
-$271.1K
0
-100%
建仓
DGRO
ISHARES TR
+$268.9K
5,218
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$264.3K
2,725
清仓
TLT
ISHARES TR
-$259.5K
0
-100%
减持
ABBV
ABBVIE INC
-$259.0K
4,191
-19%
建仓
DEM
WISDOMTREE TR
+$258.1K
6,744
增持
EEM
ISHARES TR
+$255.9K
40,637
+19%
减持
AMZN
AMAZON COM INC
+$251.6K
28,500
-15%
减持
T
AT&T INC
-$249.5K
30,685
-20%
清仓
BBY
BEST BUY INC
-$248.7K
0
-100%
清仓
DRIP
DIREXION SHS ETF TR
-$248.2K
0
-100%
清仓
JOE
ST JOE CO
-$244.6K
0
-100%
建仓
—
ASTRAZENECA PLC
+$233.3K
3,259
减持
SHY
ISHARES TR
-$229.9K
17,550
-13%
清仓
ADSK
AUTODESK INC
-$229.2K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$228.9K
1,217
清仓
IP
INTERNATIONAL PAPER CO
-$228.2K
0
-100%
建仓
AMP
AMERIPRISE FINL INC
+$227.6K
685
减持
CVX
CHEVRON CORP NEW
-$225.8K
7,746
-13%
建仓
CPRT
COPART INC
+$224.9K
2,467
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$222.0K
2,363
-2%
建仓
FAST
FASTENAL CO
+$219.5K
3,720
建仓
MU
MICRON TECHNOLOGY INC
+$217.5K
3,446
建仓
DE
DEERE & CO
+$215.7K
531
建仓
SNPS
SYNOPSYS INC
+$215.5K
495
清仓
—
BANK OF NT BUTTERFIELD&SON L
-$214.8K
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$214.0K
1,454
建仓
ROK
ROCKWELL AUTOMATION INC
+$213.2K
647
建仓
KLAC
KLA CORP
+$213.2K
439
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$212.1K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$211.8K
7,247
-41%
减持
FSK
FS KKR CAP CORP
+$211.3K
346,797
-0%
建仓
CHD
CHURCH & DWIGHT CO INC
+$209.4K
2,089
清仓
VYM
VANGUARD WHITEHALL FDS
-$208.8K
0
-100%
建仓
—
LAM RESEARCH CORP
+$208.0K
323
建仓
IBN
ICICI BANK LIMITED
+$207.0K
8,970
建仓
RRC
RANGE RES CORP
+$206.8K
7,034
清仓
DFUV
DIMENSIONAL ETF TRUST
-$205.6K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$205.3K
0
-100%
清仓
EOG
EOG RES INC
-$205.2K
0
-100%
清仓
TGT
TARGET CORP
-$205.0K
0
-100%
建仓
RJF
RAYMOND JAMES FINL INC
+$203.9K
1,957
建仓
—
FERRARI N V
+$203.6K
626
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$202.3K
4,568
建仓
—
DUPONT DE NEMOURS INC
+$202.1K
2,829
建仓
GDX
VANECK ETF TRUST
+$201.6K
6,695
建仓
MSI
MOTOROLA SOLUTIONS INC
+$201.3K
685
清仓
REGN
REGENERON PHARMACEUTICALS
-$201.3K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$194.0K
8,996
-0%
减持
DIS
DISNEY WALT CO
-$193.4K
5,963
-18%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$185.4K
1,064
-17%
清仓
WBD
WARNER BROS DISCOVERY INC
-$183.0K
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$176.3K
7,442
-29%
建仓
INFY
INFOSYS LTD
+$168.9K
10,388
增持
PXF
INVESCO EXCH TRADED FD TR II
+$167.6K
18,174
+23%
增持
ORCL
ORACLE CORP
+$166.3K
6,040
+2%
减持
NFLX
NETFLIX INC
+$164.5K
2,113
-5%
清仓
—
KRANESHARES TR
-$158.3K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$156.3K
6,565
-21%
清仓
—
WESTERN ASSET MUN PARTNERS F
-$149.2K
0
-100%
清仓
—
RADIUS GLOBAL INFRASTRCTRE I
-$146.7K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$146.1K
12,812
-3%
清仓
EVN
EATON VANCE MUNI INCOME TRUS
-$143.3K
0
-100%
减持
MDYG
SPDR SER TR
-$132.3K
25,648
-11%
减持
PYPL
PAYPAL HLDGS INC
-$130.7K
4,845
-19%
增持
BSV
VANGUARD BD INDEX FDS
+$128.8K
26,305
+8%
减持
BAC
BANK AMERICA CORP
-$128.1K
19,859
-19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$128.0K
11,922
+3%
减持
PM
PHILIP MORRIS INTL INC
-$127.7K
6,987
-16%
清仓
DMB
BNY MELLON MUN BD INFRASTRUC
-$124.4K
0
-100%
增持
XSOE
WISDOMTREE TR
+$122.7K
34,083
+14%
减持
MDYV
SPDR SER TR
-$121.7K
25,254
-10%
减持
USRT
ISHARES TR
-$121.0K
24,834
-10%
清仓
PMO
PUTNAM MUN OPPORTUNITIES TR
-$117.7K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$117.1K
1,328
+1%
增持
MRK
MERCK & CO INC
+$116.9K
11,106
+1%
减持
USB
US BANCORP DEL
-$114.9K
17,764
-9%
增持
HON
HONEYWELL INTL INC
+$113.0K
4,368
+5%
减持
PFFD
GLOBAL X FDS
-$105.6K
49,514
-8%
减持
ACWV
ISHARES INC
-$104.7K
6,845
-15%
减持
IQI
INVESCO QUALITY MUN INCOME T
-$104.3K
12,786
-44%
增持
WMT
WALMART INC
+$102.7K
4,601
+10%
减持
SLYV
SPDR SER TR
-$102.4K
8,586
-15%
减持
LAND
GLADSTONE LD CORP
-$98.0K
36,173
-12%
增持
IWF
ISHARES TR
+$97.1K
1,330
+21%
增持
PG
PROCTER AND GAMBLE CO
+$96.0K
7,574
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$95.9K
3,766
-5%
