小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 49
增持 48
减持 16
清仓 37
方向
标的
Δ市值
现股数(环比)
增持
APP
APPLOVIN CORP
+$15.0M
23,603
+1788%
减持
GOVT
ISHARES TR
-$8.1M
13,356
-96%
增持
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$5.2M
372,252
+177%
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
VCIT
VANGUARD SCOTTSDALE FDS
-$5.1M
0
-100%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$4.4M
85,350
减持
SRLN
SSGA ACTIVE ETF TR
-$4.2M
73,104
-58%
清仓
—
ISHARES TR
-$4.0M
0
-100%
增持
MSTR
STRATEGY INC
+$3.6M
25,508
+3288%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.1M
406,544
+9%
增持
CLOA
BLACKROCK ETF TRUST II
+$3.1M
218,506
+38%
清仓
USHY
ISHARES TR
-$2.9M
0
-100%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$2.6M
163,632
+44%
清仓
—
ISHARES TR
-$2.5M
0
-100%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$2.2M
253,752
建仓
BALI
BLACKROCK ETF TRUST
+$2.1M
64,461
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.0M
232,954
+46%
增持
GOOGL
ALPHABET INC
+$1.9M
26,737
+1%
增持
AAPL
APPLE INC
+$1.6M
59,148
+4%
清仓
JGRO
J P MORGAN EXCHANGE TRADED F
-$1.5M
0
-100%
增持
NUTX
NUTEX HEALTH INC
+$1.4M
23,364
+0%
减持
VO
VANGUARD INDEX FDS
-$1.4M
35,050
-11%
清仓
MORT
VANECK ETF TRUST
-$1.4M
0
-100%
增持
TFLO
ISHARES TR
+$1.3M
85,214
+46%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
35,701
+135%
建仓
CVNA
CARVANA CO
+$1.2M
2,886
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.2M
79,970
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
11,939
+24%
增持
AVGO
BROADCOM INC
+$1.1M
17,000
+16%
增持
LLY
ELI LILLY & CO
+$1.0M
2,764
+9%
减持
GOOG
ALPHABET INC
+$1.0M
19,047
-7%
增持
AMZN
AMAZON COM INC
+$930.3K
40,204
+6%
清仓
HYG
ISHARES TR
-$926.8K
0
-100%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$908.3K
146,393
-7%
增持
HLN
HALEON PLC
+$902.9K
98,897
+815%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$872.0K
0
-100%
减持
META
META PLATFORMS INC
-$762.8K
9,592
-1%
增持
MU
MICRON TECHNOLOGY INC
+$752.1K
5,059
+22%
清仓
DEM
WISDOMTREE TR
-$744.5K
0
-100%
建仓
IDV
ISHARES TR
+$740.2K
18,762
清仓
ACP
ABRDN INCOME CREDIT STRATEGI
-$722.4K
0
-100%
减持
QUAL
ISHARES TR
-$716.7K
3,148
-54%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$701.0K
30,178
建仓
AVDV
AMERICAN CENTY ETF TR
+$664.7K
7,073
清仓
CPB
THE CAMPBELLS COMPANY
-$613.2K
0
-100%
清仓
—
TOTALENERGIES SE
-$605.0K
0
-100%
减持
IVV
ISHARES TR
-$599.8K
40,883
-4%
增持
CAT
CATERPILLAR INC
+$591.7K
5,932
+1%
清仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$587.6K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$584.0K
25,359
+72%
清仓
JD
JD.COM INC
-$580.0K
0
-100%
清仓
RA
BROOKFIELD REAL ASSETS INCOM
-$575.0K
0
-100%
增持
KO
COCA COLA CO
+$544.1K
18,602
+65%
增持
SJNK
SPDR SERIES TRUST
+$544.1K
144,422
+19%
增持
GSIE
GOLDMAN SACHS ETF TR
+$535.1K
88,135
+12%
清仓
BGX
BLACKSTONE LONG SHORT CR INC
-$534.1K
0
-100%
清仓
OGN
ORGANON & CO
-$532.7K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$514.9K
4,589
+19%
增持
MSFT
MICROSOFT CORP
-$510.1K
28,686
+3%
增持
WMT
WALMART INC
+$509.5K
30,602
+8%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$487.6K
0
-100%
建仓
SLVM
SYLVAMO CORP
+$482.4K
10,018
清仓
HUBS
HUBSPOT INC
-$478.6K
0
-100%
建仓
C
CITIGROUP INC
+$467.3K
4,005
增持
GSID
GOLDMAN SACHS ETF TR
+$464.8K
48,989
+11%
增持
NFLX
NETFLIX INC
-$450.1K
14,752
+865%
建仓
PCG
PG&E CORP
+$446.6K
27,707
清仓
—
LINDE PLC
-$435.4K
0
-100%
建仓
—
SHARKNINJA INC
+$433.7K
3,876
建仓
FCX
FREEPORT-MCMORAN INC
+$432.9K
8,524
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$427.1K
59,103
+18%
清仓
GSY
INVESCO ACTIVELY MANAGED EXC
-$408.6K
0
-100%
清仓
SHV
ISHARES TR
-$408.3K
0
-100%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$399.9K
11,852
建仓
DHR
DANAHER CORPORATION
+$397.5K
1,734
增持
ORCL
ORACLE CORP
-$397.3K
7,246
+13%
建仓
DVYE
ISHARES INC
+$395.5K
12,693
建仓
—
TOTALENERGIES SE
+$390.7K
5,970
增持
MRK
MERCK & CO INC
+$385.9K
7,929
+47%
建仓
LSGR
NATIXIS ETF TRUST II
+$385.2K
8,605
增持
—
CHUBB LIMITED
+$370.9K
2,397
+79%
增持
NEM
NEWMONT CORP
+$360.1K
13,704
+15%
建仓
FDX
FEDEX CORP
+$354.9K
1,223
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$352.4K
10,809
+111%
增持
TSLA
TESLA INC
+$350.8K
13,021
+5%
减持
IBDR
ISHARES TR
-$348.8K
147,929
-9%
建仓
USB
US BANCORP DEL
+$348.5K
6,468
建仓
NVS
NOVARTIS AG
+$342.1K
2,481
增持
COF
CAPITAL ONE FINL CORP
+$338.0K
2,377
+112%
建仓
FIX
COMFORT SYS USA INC
+$336.9K
361
清仓
—
KELLANOVA
-$336.2K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$333.0K
6,133
-22%
建仓
CNC
CENTENE CORP DEL
+$332.8K
8,088
减持
T
AT&T INC
-$332.7K
29,056
-22%
增持
TJX
TJX COS INC NEW
+$329.6K
5,781
+50%
建仓
UL
UNILEVER PLC
+$325.8K
4,982
增持
PXF
INVESCO EXCH TRADED FD TR II
+$325.1K
32,763
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$323.8K
8,388
+31%
建仓
BOW
BOWHEAD SPECIALTY HLDGS INC
+$319.0K
11,178
增持
IAU
ISHARES GOLD TR
+$316.9K
13,256
+27%
建仓
YUMC
YUM CHINA HLDGS INC
+$315.7K
6,613
清仓
—
UNILEVER PLC
-$313.6K
0
-100%
减持
ABT
ABBOTT LABS
-$312.4K
15,176
-8%
减持
COST
COSTCO WHSL CORP NEW
-$308.9K
2,056
-9%
建仓
TEAM
ATLASSIAN CORPORATION
+$307.3K
1,895
增持
BAC
BANK AMERICA CORP
+$306.1K
23,574
+23%
清仓
QLD
PROSHARES TR
-$302.4K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$297.5K
5,903
-1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$294.4K
64,727
+12%
减持
HD
HOME DEPOT INC
-$290.3K
2,720
-10%
增持
PEP
PEPSICO INC
+$289.5K
3,904
+98%
建仓
REGN
REGENERON PHARMACEUTICALS
+$288.0K
373
清仓
SPY
SPDR S&P 500 ETF TR
-$287.3K
0
-100%
清仓
FG
F&G ANNUITIES & LIFE INC
-$285.4K
0
-100%
清仓
MDYG
SPDR SERIES TRUST
-$282.2K
0
-100%
建仓
EIX
EDISON INTL
+$279.3K
4,654
建仓
IT
GARTNER INC
+$279.3K
1,107
增持
DFSE
DIMENSIONAL ETF TRUST
+$276.6K
66,064
+10%
建仓
COKE
COCA COLA CONS INC
+$276.4K
1,803
建仓
EXPE
EXPEDIA GROUP INC
+$274.9K
970
建仓
CMI
CUMMINS INC
+$273.6K
536
清仓
KHC
KRAFT HEINZ CO
-$273.4K
0
-100%
建仓
PIZ
INVESCO EXCH TRADED FD TR II
+$273.0K
5,573
增持
FISV
FISERV INC
-$271.0K
5,886
+14%
建仓
VRT
VERTIV HOLDINGS CO
+$269.3K
1,662
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$268.2K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$267.0K
22,252
+3%
建仓
WDC
WESTERN DIGITAL CORP
+$266.7K
1,548
增持
PNC
PNC FINL SVCS GROUP INC
+$266.2K
2,343
+111%
建仓
KMI
KINDER MORGAN INC DEL
+$265.7K
9,667
建仓
MMM
3M CO
+$264.5K
1,652
减持
SYY
SYSCO CORP
-$260.9K
13,354
-12%
建仓
—
TECHNIPFMC PLC
+$260.1K
5,838
清仓
—
NVNI GROUP LIMITED
-$256.3K
0
-100%
建仓
FTNT
FORTINET INC
+$256.1K
3,226
清仓
NCNO
NCINO INC
-$256.0K
0
-100%
清仓
CLOX
SERIES PORTFOLIOS TR
-$255.7K
0
-100%
建仓
BRBR
BELLRING BRANDS INC
+$253.8K
9,496
清仓
GIS
GENERAL MLS INC
-$251.7K
0
-100%
清仓
FFIV
F5 INC
-$251.3K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$251.1K
1,294
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$251.0K
433
清仓
QIS
SIMPLIFY EXCHANGE TRADED FUN
-$250.8K
0
-100%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$249.5K
512
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$248.2K
7,954
清仓
KMB
KIMBERLY-CLARK CORP
-$248.2K
0
-100%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$247.9K
2,873
建仓
—
ARCH CAP GROUP LTD
+$246.8K
2,573
增持
LRCX
LAM RESEARCH CORP
+$245.7K
4,399
+16%
建仓
SCHW
SCHWAB CHARLES CORP
+$245.4K
2,457
建仓
SAN
BANCO SANTANDER SA
+$243.2K
20,732
