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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 40
增持 44
减持 25
清仓 41
方向
标的
Δ市值
现股数(环比)
清仓
ICSH
ISHARES TR
-$6.6M
0
-100%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$4.7M
0
-100%
减持
FSK
FS KKR CAP CORP
-$2.8M
81,416
-63%
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
SRLN
SSGA ACTIVE ETF TR
+$2.8M
178,615
+59%
清仓
SGOV
ISHARES TR
-$2.2M
0
-100%
增持
IVV
ISHARES TR
+$2.0M
58,755
+1%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.8M
163,458
+27%
增持
SHV
ISHARES TR
+$1.8M
75,805
+27%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$1.7M
84,485
清仓
VYMI
VANGUARD WHITEHALL FDS
-$1.7M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
382,994
+2%
建仓
ACP
ABRDN INCOME CREDIT STRATEGI
+$1.6M
247,980
增持
GOVT
ISHARES TR
+$1.6M
313,800
+23%
清仓
JVAL
J P MORGAN EXCHANGE TRADED F
-$1.6M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
281,125
+4%
增持
AAPL
APPLE INC
+$1.6M
63,498
+1%
增持
MORT
VANECK ETF TRUST
+$1.4M
273,021
+64%
建仓
BGX
BLACKSTONE LONG SHORT CR INC
+$1.4M
105,681
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
21,737
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
19,929
建仓
RA
BROOKFIELD REAL ASSETS INCOM
+$1.1M
83,605
清仓
VFMO
VANGUARD WELLINGTON FD
-$1.1M
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$1.1M
0
-100%
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
48,542
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.1M
10,221
增持
VO
VANGUARD INDEX FDS
+$1.0M
36,557
+3%
清仓
EUSA
ISHARES INC
-$1.0M
0
-100%
增持
HYG
ISHARES TR
+$972.1K
29,127
+64%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$903.2K
16,125
-21%
建仓
KREF
KKR REAL ESTATE FIN TR INC
+$898.2K
71,286
减持
VTI
VANGUARD INDEX FDS
-$882.4K
11,805
-25%
清仓
PULS
PGIM ETF TR
-$859.5K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$847.5K
0
-100%
增持
TSLA
TESLA INC
+$726.5K
8,389
+13%
清仓
SHY
ISHARES TR
-$675.5K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$618.8K
47,702
+13%
清仓
HROW
HARROW INC
-$617.3K
0
-100%
清仓
USRT
ISHARES TR
-$553.0K
0
-100%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$500.3K
24,550
建仓
XLE
SELECT SECTOR SPDR TR
+$498.9K
5,682
增持
QGRW
WISDOMTREE TR
+$498.8K
15,380
+240%
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$498.7K
0
-100%
减持
MDYG
SPDR SER TR
-$496.5K
4,046
-60%
建仓
ALGT
ALLEGIANT TRAVEL CO
+$471.0K
8,555
建仓
USMF
WISDOMTREE TR
+$469.2K
9,600
增持
IJR
ISHARES TR
+$464.9K
33,620
+3%
清仓
SPGI
S&P GLOBAL INC
-$464.8K
0
-100%
清仓
PKST
PEAKSTONE REALTY TRUST
-$459.8K
0
-100%
增持
SCCO
SOUTHERN COPPER CORP
+$458.9K
6,244
+155%
增持
—
ACCENTURE PLC IRELAND
+$425.6K
8,346
+0%
减持
MU
MICRON TECHNOLOGY INC
-$416.9K
4,574
-32%
减持
SPYG
SPDR SER TR
-$412.0K
10,535
-34%
减持
MDYV
SPDR SER TR
-$409.4K
4,115
-59%
减持
DE
DEERE & CO
-$402.8K
696
-62%
建仓
—
VALARIS LTD
+$399.2K
7,161
清仓
PFFD
GLOBAL X FDS
-$396.9K
0
-100%
建仓
CIFR
CIPHER MINING INC
+$370.4K
95,720
减持
UNH
UNITEDHEALTH GROUP INC
-$366.5K
2,933
-28%
减持
META
META PLATFORMS INC
+$360.7K
6,717
-3%
增持
PSX
PHILLIPS 66
+$360.1K
6,976
+77%
清仓
AR
ANTERO RESOURCES CORP
-$341.5K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$338.7K
1,532
减持
GOOG
ALPHABET INC
-$332.2K
18,095
-1%
增持
IHDG
WISDOMTREE TR
+$322.4K
28,055
+33%
建仓
—
IRIS ENERGY LTD
+$316.5K
37,497
增持
SPY
SPDR S&P 500 ETF TR
+$310.2K
1,319
+60%
减持
MRK
MERCK & CO INC
-$303.8K
7,548
-19%
减持
SPYV
SPDR SER TR
-$302.8K
17,478
-31%
建仓
ULS
UL SOLUTIONS INC
+$295.8K
6,000
增持
RUN
SUNRUN INC
+$291.0K
43,327
+5%
增持
IWF
ISHARES TR
+$287.7K
4,716
+16%
建仓
SCHD
SCHWAB STRATEGIC TR
+$286.4K
3,388
清仓
SLYV
SPDR SER TR
-$285.4K
0
-100%
建仓
AMPY
AMPLIFY ENERGY CORP NEW
+$285.1K
43,665
清仓
CNI
CANADIAN NATL RY CO
-$281.7K
0
-100%
清仓
MINT
PIMCO ETF TR
-$279.9K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$279.7K
0
-100%
建仓
AGGY
WISDOMTREE TR
+$278.4K
6,226
增持
QUAL
ISHARES TR
+$273.8K
5,407
+33%
增持
QCOM
QUALCOMM INC
+$273.2K
6,712
+54%
清仓
SPIB
SPDR SER TR
-$272.5K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$271.1K
0
-100%
增持
MSFT
MICROSOFT CORP
-$270.4K
24,777
+1%
清仓
LPLA
LPL FINL HLDGS INC
-$268.6K
0
-100%
清仓
RRC
RANGE RES CORP
-$264.0K
0
-100%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$263.3K
35,500
+184%
增持
REM
ISHARES TR
+$255.6K
42,194
+25%
建仓
AEE
AMEREN CORP
+$249.2K
2,850
增持
HD
HOME DEPOT INC
+$248.8K
3,857
+1%
增持
XSOE
WISDOMTREE TR
+$247.5K
49,183
+9%
建仓
AFL
AFLAC INC
+$247.0K
2,209
建仓
BNY
BANK NEW YORK MELLON CORP
+$244.2K
3,399
增持
VOO
VANGUARD INDEX FDS
+$242.9K
4,204
+6%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$242.3K
0
-100%
增持
ORCL
ORACLE CORP
+$240.1K
6,891
+4%
减持
NVO
NOVO-NORDISK A S
-$234.7K
9,344
-1%
减持
PFE
PFIZER INC
-$228.8K
12,006
-42%
增持
GSIE
GOLDMAN SACHS ETF TR
+$226.4K
77,080
+1%
清仓
—
FERGUSON PLC NEW
-$226.2K
0
-100%
增持
WMT
WALMART INC
+$224.9K
16,491
+1%
建仓
BSV
VANGUARD BD INDEX FDS
+$223.8K
2,844
清仓
CVS
CVS HEALTH CORP
-$222.5K
0
-100%
减持
EDV
VANGUARD WORLD FD
-$221.6K
11,484
-26%
建仓
—
JAMES HARDIE INDS PLC
+$220.4K
5,491
建仓
KB
KB FINL GROUP INC
+$219.5K
3,555
建仓
SHG
SHINHAN FINANCIAL GROUP CO L
+$217.6K
5,137
清仓
DELL
DELL TECHNOLOGIES INC
-$216.6K
0
-100%
建仓
FERG
FERGUSON ENTERPRISES INC
+$216.2K
1,085
建仓
CBRE
CBRE GROUP INC
+$215.8K
1,734
建仓
PNC
PNC FINL SVCS GROUP INC
+$215.6K
1,167
建仓
PM
PHILIP MORRIS INTL INC
+$215.4K
1,755
建仓
CARR
CARRIER GLOBAL CORPORATION
+$215.2K
2,674
增持
DGRO
ISHARES TR
+$214.6K
27,339
+5%
建仓
BX
BLACKSTONE INC
+$214.5K
1,401
建仓
FDS
FACTSET RESH SYS INC
+$214.0K
465
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$213.2K
0
-100%
清仓
BP
BP PLC
-$212.4K
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$206.5K
693
清仓
FLBL
FRANKLIN TEMPLETON ETF TR
-$206.1K
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$205.9K
2,502
增持
FICO
FAIR ISAAC CORP
+$205.3K
448
+0%
清仓
PSTG
PURE STORAGE INC
-$205.2K
0
-100%
建仓
IJS
ISHARES TR
+$205.1K
1,905
建仓
LFUS
LITTELFUSE INC
+$203.7K
768
减持
SBUX
STARBUCKS CORP
+$202.5K
10,385
-0%
建仓
SONY
SONY GROUP CORP
+$200.8K
2,079
清仓
GM
GENERAL MTRS CO
-$200.6K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$196.2K
6,966
-36%
减持
CVX
CHEVRON CORP NEW
-$187.8K
6,619
-11%
清仓
—
MACATAWA BK CORP
-$187.7K
0
-100%
增持
GOOGL
ALPHABET INC
-$187.1K
23,968
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$187.0K
32,970
-12%
增持
JNJ
JOHNSON & JOHNSON
+$184.8K
10,081
+2%
增持
AVGO
BROADCOM INC
+$180.6K
11,698
+923%
增持
GSID
GOLDMAN SACHS ETF TR
+$175.9K
42,801
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$174.4K
8,696
+31%
清仓
GAIN
GLADSTONE INVT CORP
-$174.0K
0
-100%
清仓
XMVFX
BLACKROCK MUNIVEST FD INC
-$172.6K
0
-100%
增持
CAT
CATERPILLAR INC
+$172.2K
2,829
+1%
减持
NCNO
NCINO INC
-$166.4K
128,956
-4%
增持
ABBV
ABBVIE INC
+$164.2K
5,620
+2%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$162.2K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$156.5K
4,000
-2%
减持
DFAE
DIMENSIONAL ETF TRUST
-$144.6K
14,278
-31%
增持
DFSE
DIMENSIONAL ETF TRUST
+$143.4K
59,571
+1%
减持
VLO
VALERO ENERGY CORP
-$139.5K
5,793
-1%
清仓
MYI
BLACKROCK MUNIYIELD QUALITY
-$139.4K
0
-100%
清仓
JFR
NUVEEN FLOATING RATE INCOME
-$138.9K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$130.7K
2,109
-1%
增持
MCD
MCDONALDS CORP
+$129.2K
1,956
+7%
