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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 36
增持 51
减持 39
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.2M
53,710
+22%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.6M
353,311
+29%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
7,219
+7%
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
VWO
VANGUARD INTL EQUITY INDEX F
+$2.3M
251,900
+26%
增持
VTI
VANGUARD INDEX FDS
+$2.3M
27,202
+34%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.1M
99,544
+100%
增持
VO
VANGUARD INDEX FDS
+$1.9M
32,649
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
20,462
+6%
建仓
REM
ISHARES TR
+$1.6M
69,257
建仓
MORT
VANECK ETF TRUST
+$1.5M
128,593
增持
GOVT
ISHARES TR
+$1.4M
233,289
+38%
减持
AAPL
APPLE INC
-$1.4M
60,163
-1%
减持
PULS
PGIM ETF TR
-$1.3M
29,055
-47%
减持
SHY
ISHARES TR
-$1.0M
10,668
-54%
减持
MSFT
MICROSOFT CORP
+$932.8K
23,917
-1%
增持
META
META PLATFORMS INC
+$931.6K
6,311
+5%
减持
AMZN
AMAZON COM INC
+$794.8K
28,127
-0%
增持
GDX
VANECK ETF TRUST
+$789.8K
31,545
+371%
增持
GOOGL
ALPHABET INC
+$747.0K
22,241
+19%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$733.9K
34,701
增持
HYG
ISHARES TR
+$721.7K
15,377
+151%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$704.3K
11,213
增持
PXH
INVESCO EXCH TRADED FD TR II
+$693.9K
99,476
+53%
增持
EUSA
ISHARES INC
+$693.4K
11,592
+171%
减持
TSLA
TESLA INC
-$677.4K
6,226
-13%
增持
IJR
ISHARES TR
+$659.0K
29,713
+23%
增持
DFAI
DIMENSIONAL ETF TRUST
+$614.9K
149,383
+10%
清仓
CNC
CENTENE CORP DEL
-$593.1K
0
-100%
减持
SPYV
SPDR SER TR
-$586.7K
24,593
-37%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$578.9K
34,517
+55%
增持
NCNO
NCINO INC
+$577.8K
140,313
+1%
增持
VFMO
VANGUARD WELLINGTON FD
+$567.6K
6,423
+109%
增持
GSIE
GOLDMAN SACHS ETF TR
+$478.2K
69,215
+20%
增持
IWF
ISHARES TR
+$473.1K
3,905
+40%
增持
LLY
ELI LILLY & CO
+$457.5K
2,180
+3%
增持
GSID
GOLDMAN SACHS ETF TR
+$449.9K
38,374
+20%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$449.6K
18,353
减持
FSK
FS KKR CAP CORP
-$443.4K
226,531
-5%
清仓
COIN
COINBASE GLOBAL INC
-$436.5K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$431.2K
34,961
+19%
清仓
—
SHOCKWAVE MED INC
-$415.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$397.8K
814
-53%
建仓
GROY
GOLD ROYALTY CORP
+$363.4K
21,836
减持
SPYG
SPDR SER TR
-$358.0K
15,750
-32%
减持
QQQ
INVESCO QQQ TR
-$347.5K
1,447
-40%
清仓
EEM
ISHARES TR
-$341.4K
0
-100%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$337.3K
0
-100%
增持
DGRO
ISHARES TR
+$333.0K
23,040
+23%
增持
—
EXXON MOBIL CORP
+$328.3K
17,852
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
-$326.6K
24,530
-26%
减持
ADBE
ADOBE INC
-$324.6K
1,434
-18%
增持
SQ
BLOCK INC
+$315.0K
25,644
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$313.9K
3,877
+27%
建仓
CNI
CANADIAN NATL RY CO
+$310.7K
2,359
增持
DFSE
DIMENSIONAL ETF TRUST
+$307.5K
53,470
+20%
建仓
AR
ANTERO RESOURCES CORP
+$303.3K
10,460
减持
IEF
ISHARES TR
-$288.3K
13,194
-17%
增持
DIHP
DIMENSIONAL ETF TRUST
+$286.7K
50,448
+21%
清仓
EMC
GLOBAL X FDS
-$278.6K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$269.0K
8,419
清仓
GLD
SPDR GOLD TR
-$268.6K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$263.3K
23,151
+16%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$261.2K
26,126
+20%
减持
MINT
PIMCO ETF TR
-$261.0K
2,811
-48%
清仓
LAND
GLADSTONE LD CORP
-$260.9K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$260.0K
423
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$258.0K
11,464
-8%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$255.9K
2,190
增持
QUAL
ISHARES TR
+$249.7K
3,716
+52%
建仓
LPLA
LPL FINL HLDGS INC
+$245.5K
929
清仓
DFAC
DIMENSIONAL ETF TRUST
-$244.7K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$244.4K
5,797
+1%
建仓
—
LAM RESEARCH CORP
+$243.9K
251
建仓
FANG
DIAMONDBACK ENERGY INC
+$241.8K
1,220
清仓
ELD
WISDOMTREE TR
-$241.1K
0
-100%
建仓
CTVA
CORTEVA INC
+$240.9K
4,177
建仓
HROW
HARROW INC
+$239.7K
18,117
清仓
WMB
WILLIAMS COS INC
-$236.7K
0
-100%
建仓
VMC
VULCAN MATLS CO
+$236.3K
866
增持
CAT
CATERPILLAR INC
+$233.6K
2,736
+5%
建仓
CPAY
CORPAY INC
+$232.6K
754
清仓
NVS
NOVARTIS AG
-$231.6K
0
-100%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$229.0K
2,212
建仓
SYK
STRYKER CORPORATION
+$227.5K
634
建仓
—
NXP SEMICONDUCTORS N V
+$227.4K
914
增持
XSOE
WISDOMTREE TR
+$226.0K
41,583
+20%
建仓
ROST
ROSS STORES INC
+$226.0K
1,540
建仓
—
CHECK POINT SOFTWARE TECH LT
+$225.7K
1,376
建仓
KKR
KKR & CO INC
+$225.2K
2,239
建仓
URI
UNITED RENTALS INC
+$223.9K
310
清仓
HUM
HUMANA INC
-$218.9K
0
-100%
建仓
—
JAMES HARDIE INDS PLC
+$218.8K
5,409
清仓
ROK
ROCKWELL AUTOMATION INC
-$217.5K
0
-100%
清仓
SONY
SONY GROUP CORP
-$215.9K
0
-100%
建仓
BP
BP PLC
+$215.1K
5,708
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$214.6K
1,176
清仓
GSK
GSK PLC
-$214.3K
0
-100%
减持
NVO
NOVO-NORDISK A S
+$212.2K
9,490
-3%
清仓
ECL
ECOLAB INC
-$211.2K
0
-100%
建仓
NVR
NVR INC
+$210.6K
26
建仓
ULTA
ULTA BEAUTY INC
+$210.5K
403
清仓
BDX
BECTON DICKINSON & CO
-$210.5K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$208.4K
1,886
清仓
AFL
AFLAC INC
-$205.6K
0
-100%
建仓
OKE
ONEOK INC NEW
+$205.2K
2,560
建仓
RELX
RELX PLC
+$204.9K
4,733
增持
GOOG
ALPHABET INC
+$203.1K
17,611
+0%
建仓
IGV
ISHARES TR
+$202.5K
2,375
减持
DFAR
DIMENSIONAL ETF TRUST
-$201.9K
26,833
-24%
增持
AMAT
APPLIED MATLS INC
+$198.2K
4,013
+3%
增持
IHDG
WISDOMTREE TR
+$196.3K
18,979
+18%
增持
RUN
SUNRUN INC
-$191.2K
38,503
+8%
减持
MDYV
SPDR SER TR
-$187.9K
10,334
-22%
清仓
HOOD
ROBINHOOD MKTS INC
-$183.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$182.2K
4,550
+5%
减持
PFE
PFIZER INC
-$181.0K
15,671
-27%
减持
PKST
PEAKSTONE REALTY TRUST
-$180.0K
42,703
-1%
减持
—
ACCENTURE PLC IRELAND
-$177.7K
8,359
-5%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$175.2K
0
-100%
减持
USRT
ISHARES TR
-$173.6K
10,727
-22%
增持
COP
CONOCOPHILLIPS
+$172.4K
14,635
+0%
增持
ABBV
ABBVIE INC
+$170.2K
5,526
+2%
增持
MU
MICRON TECHNOLOGY INC
+$169.6K
4,534
+6%
减持
BA
BOEING CO
-$167.5K
1,501
-14%
增持
ORCL
ORACLE CORP
+$153.8K
6,289
+4%
减持
VOO
VANGUARD INDEX FDS
+$152.1K
3,972
-1%
减持
JPM
JPMORGAN CHASE & CO
+$151.8K
9,865
-8%
减持
WFC
WELLS FARGO CO NEW
+$150.2K
22,786
-4%
减持
NFLX
NETFLIX INC
+$149.9K
1,560
-5%
建仓
—
KRANESHARES TRUST
+$145.5K
10,000
减持
CSCO
CISCO SYS INC
-$141.8K
16,897
-13%
增持
TM
TOYOTA MOTOR CORP
+$140.4K
1,981
+1%
减持
AVGO
BROADCOM INC
+$133.5K
1,121
-7%
减持
QCOM
QUALCOMM INC
+$131.9K
5,870
-1%
减持
SPIP
SPDR SER TR
-$131.0K
13,919
-27%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$130.5K
0
-100%
增持
WMT
WALMART INC
+$128.8K
16,011
+202%
清仓
WBD
WARNER BROS DISCOVERY INC
-$125.5K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$122.2K
12,548
-16%
建仓
HOPE
HOPE BANCORP INC
+$116.4K
10,112
减持
PG
PROCTER AND GAMBLE CO
+$115.8K
7,618
-0%
增持
FICS
FIRST TR EXCHANGE-TRADED FD
+$110.0K
13,681
+25%
减持
DFCF
DIMENSIONAL ETF TRUST
-$106.1K
11,693
-17%
减持
MDYG
SPDR SER TR
-$105.9K
10,646
-22%
清仓
VKI
INVESCO ADVANTAGE MUN INCOME
-$104.7K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$101.6K
2,105
-0%
增持
PGR
PROGRESSIVE CORP
+$101.5K
2,023
+2%
减持
DIS
DISNEY WALT CO
+$99.8K
5,985
-14%
增持
—
ARISTA NETWORKS INC
+$99.6K
1,482
+6%
减持
SOFI
SOFI TECHNOLOGIES INC
-$99.1K
35,276
-2%
