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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 49
增持 47
减持 36
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.2M
44,036
+37%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.1M
200,684
+90%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.6M
273,685
+26%
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。
清仓
TBIL
RBB FD INC
-$2.8M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$2.2M
26,925
+37%
减持
MINT
PIMCO ETF TR
-$2.0M
5,420
-78%
减持
VTI
VANGUARD INDEX FDS
-$1.8M
20,304
-35%
减持
EEM
ISHARES TR
-$1.8M
8,492
-85%
增持
MSFT
MICROSOFT CORP
+$1.8M
24,278
+5%
减持
FSK
FS KKR CAP CORP
-$1.6M
238,360
-26%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.6M
3,047
建仓
JNJ
JOHNSON & JOHNSON
+$1.4M
9,211
增持
GOVT
ISHARES TR
+$1.4M
169,195
+48%
减持
AAPL
APPLE INC
+$1.3M
60,750
-0%
增持
SQ
BLOCK INC
+$940.0K
23,968
+16%
增持
IJR
ISHARES TR
+$921.2K
24,248
+35%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$899.4K
33
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$875.6K
37,360
+74%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$848.7K
29,325
+45%
增持
AMZN
AMAZON COM INC
+$759.4K
28,161
+2%
增持
SRLN
SSGA ACTIVE ETF TR
+$743.4K
49,724
+55%
减持
SPYV
SPDR SER TR
-$692.0K
39,005
-36%
减持
SPYG
SPDR SER TR
-$687.4K
23,211
-37%
增持
DGRO
ISHARES TR
+$641.2K
18,667
+156%
增持
DEM
WISDOMTREE TR
+$635.9K
25,716
+135%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$596.6K
14,071
建仓
NOW
SERVICENOW INC
+$584.3K
827
清仓
ACWV
ISHARES INC
-$567.8K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$564.8K
33,647
-39%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$554.7K
22,231
+154%
建仓
DEO
DIAGEO PLC
+$510.0K
3,501
建仓
—
BLACKROCK INC
+$500.8K
617
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$494.6K
7,169
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$493.6K
2,114
+70%
增持
DE
DEERE & CO
+$483.3K
1,804
+184%
增持
IWF
ISHARES TR
+$469.5K
2,781
+98%
清仓
ALB
ALBEMARLE CORP
-$464.9K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$454.0K
19,995
+41%
减持
—
EXXON MOBIL CORP
-$435.0K
17,472
-6%
建仓
IYW
ISHARES TR
+$433.9K
3,535
减持
DFUS
DIMENSIONAL ETF TRUST
-$422.3K
33,269
-28%
减持
IEF
ISHARES TR
-$421.2K
15,948
-25%
建仓
—
SHOCKWAVE MED INC
+$415.6K
2,181
建仓
T
AT&T INC
+$405.7K
24,180
建仓
VFMO
VANGUARD WELLINGTON FD
+$404.0K
3,077
减持
MDYG
SPDR SER TR
-$369.3K
13,680
-33%
增持
GSIE
GOLDMAN SACHS ETF TR
+$363.9K
57,763
+13%
建仓
QUAL
ISHARES TR
+$361.1K
2,452
增持
DFAI
DIMENSIONAL ETF TRUST
+$360.4K
136,155
+0%
建仓
TD
TORONTO DOMINION BK ONT
+$349.4K
5,406
增持
GSID
GOLDMAN SACHS ETF TR
+$347.3K
32,060
+13%
减持
—
ACCENTURE PLC IRELAND
+$345.4K
8,763
-1%
建仓
GIL
GILDAN ACTIVEWEAR INC
+$337.3K
10,202
清仓
SSTK
SHUTTERSTOCK INC
-$333.8K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$325.3K
4,120
清仓
—
LYONDELLBASELL INDUSTRIES N
-$325.2K
0
-100%
清仓
SRE
SEMPRA
-$324.5K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$320.3K
1,682
增持
AMD
ADVANCED MICRO DEVICES INC
+$318.7K
4,335
+39%
减持
META
META PLATFORMS INC
+$313.9K
6,026
-1%
减持
NVDA
NVIDIA CORPORATION
+$308.7K
6,740
-3%
清仓
TFLO
ISHARES TR
-$304.4K
0
-100%
减持
MDYV
SPDR SER TR
-$303.0K
13,264
-33%
建仓
NEE
NEXTERA ENERGY INC
+$293.2K
4,828
建仓
GLD
SPDR GOLD TR
+$268.6K
1,405
减持
PULS
PGIM ETF TR
-$263.3K
55,061
-9%
减持
CVX
CHEVRON CORP NEW
-$262.3K
7,654
-8%
建仓
PH
PARKER-HANNIFIN CORP
+$260.6K
566
建仓
GIS
GENERAL MLS INC
+$255.7K
3,926
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$253.3K
930
建仓
RY
ROYAL BK CDA
+$252.6K
2,498
减持
NCNO
NCINO INC
+$252.5K
138,778
-0%
建仓
CTAS
CINTAS CORP
+$251.8K
418
建仓
ZION
ZIONS BANCORPORATION N A
+$249.8K
5,693
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$248.4K
12,528
+3%
建仓
AIG
AMERICAN INTL GROUP INC
+$247.0K
3,646
增持
DFSE
DIMENSIONAL ETF TRUST
+$244.1K
44,719
+12%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$244.1K
0
-100%
清仓
MC
MOELIS & CO
-$243.6K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$240.8K
3,130
建仓
NOC
NORTHROP GRUMMAN CORP
+$239.9K
512
建仓
—
FERRARI N V
+$237.0K
700
减持
USRT
ISHARES TR
-$234.3K
13,828
-33%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$233.9K
745
增持
QCOM
QUALCOMM INC
+$233.5K
5,959
+5%
建仓
PANW
PALO ALTO NETWORKS INC
+$230.9K
783
清仓
SYY
SYSCO CORP
-$230.4K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$224.8K
1,714
减持
PXH
INVESCO EXCH TRADED FD TR II
-$223.4K
65,023
-21%
减持
SPIP
SPDR SER TR
-$221.1K
19,070
-33%
增持
GOOGL
ALPHABET INC
+$218.8K
18,683
+2%
建仓
CHT
CHUNGHWA TELECOM CO LTD
+$218.4K
5,591
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$218.0K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$217.5K
700
建仓
SONY
SONY GROUP CORP
+$215.9K
2,280
清仓
MO
ALTRIA GROUP INC
-$215.6K
0
-100%
增持
BAC
BANK AMERICA CORP
+$213.9K
20,566
+18%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$212.2K
4,433
清仓
BP
BP PLC
-$211.6K
0
-100%
建仓
ECL
ECOLAB INC
+$211.2K
1,062
清仓
—
MEDTRONIC PLC
-$209.6K
0
-100%
建仓
TGT
TARGET CORP
+$209.5K
1,471
建仓
AZO
AUTOZONE INC
+$209.4K
81
建仓
GDX
VANECK ETF TRUST
+$207.6K
6,695
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$206.9K
14,961
-22%
建仓
AFL
AFLAC INC
+$205.6K
2,492
增持
USB
US BANCORP DEL
+$204.0K
18,245
+3%
增持
HD
HOME DEPOT INC
+$203.4K
4,083
+2%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$202.7K
1,578
建仓
SCCO
SOUTHERN COPPER CORP
+$202.0K
2,347
清仓
HSY
HERSHEY CO
-$201.6K
0
-100%
建仓
—
FERGUSON PLC NEW
+$201.3K
1,038
清仓
LPLA
LPL FINL HLDGS INC
-$201.2K
0
-100%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$198.7K
21,859
+14%
增持
DIHP
DIMENSIONAL ETF TRUST
+$198.7K
41,792
+11%
减持
PFE
PFIZER INC
-$197.6K
21,390
-13%
清仓
FMN
FEDERATED HERMES PREM MUNI I
-$179.5K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$178.2K
1,371
+4%
减持
FNV
FRANCO NEV CORP
-$177.0K
2,361
-28%
减持
PM
PHILIP MORRIS INTL INC
-$176.9K
3,224
-37%
减持
PFFD
GLOBAL X FDS
-$176.1K
31,756
-25%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$175.2K
10,241
减持
WFC
WELLS FARGO CO NEW
+$174.6K
23,779
-2%
增持
GOOG
ALPHABET INC
+$172.8K
17,586
+1%
增持
XSOE
WISDOMTREE TR
+$163.4K
34,591
+10%
增持
CRM
SALESFORCE INC
+$163.4K
2,651
+1%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$161.2K
13,637
减持
WMB
WILLIAMS COS INC
-$160.2K
6,796
-42%
建仓
ING
ING GROEP N.V.
+$158.6K
10,557
增持
IHDG
WISDOMTREE TR
+$158.4K
16,089
+21%
增持
DIS
DISNEY WALT CO
+$154.6K
6,982
+18%
增持
HON
HONEYWELL INTL INC
+$154.5K
4,569
+5%
减持
AVGO
BROADCOM INC
+$153.9K
1,211
-16%
减持
SLYV
SPDR SER TR
-$151.8K
4,526
-38%
减持
DFAE
DIMENSIONAL ETF TRUST
-$150.0K
27,359
-24%
增持
LLY
ELI LILLY & CO
+$149.1K
2,125
+5%
减持
LAND
GLADSTONE LD CORP
-$144.4K
18,056
-37%
减持
VOO
VANGUARD INDEX FDS
+$143.2K
4,023
-2%
增持
FICO
FAIR ISAAC CORP
+$141.3K
399
+7%
增持
BA
BOEING CO
+$139.0K
1,754
+6%
清仓
VLY
VALLEY NATL BANCORP
-$134.2K
0
-100%
建仓
—
MACATAWA BK CORP
+$132.6K
11,759
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$131.7K
21,950
+87%
建仓
XMUIX
BLACKROCK MUNICIPAL INCOME
+$130.5K
11,214
增持
HYG
ISHARES TR
+$129.7K
6,118
+31%
减持
EMC
GLOBAL X FDS
-$129.5K
10,872
-37%
增持
NVO
NOVO-NORDISK A S
+$129.3K
9,814
+1%
减持
NVS
NOVARTIS AG
-$127.3K
2,294
-35%
增持
NKE
NIKE INC
+$126.9K
3,636
+30%
建仓
MMU
WESTERN ASSET MANAGED MUNS F
+$124.4K
12,232
