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Arista Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Arista Wealth Management, LLC
报告期 2026-03-31 · CIK 0001964758
持仓数
253
前50大市值合计
$674.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 115
增持 34
减持 1
方向
标的
Δ市值
现股数(环比)
建仓
VUG
VANGUARD INDEX FDS
+$21.6M
49,193
增持
SPY
SPDR S&P 500 ETF TR
+$14.7M
27,080
+664%
增持
JPM
JPMORGAN CHASE & CO.
+$11.1M
39,261
+3241%
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
VOOG
VANGUARD ADMIRAL FDS INC
+$11.0M
177,341
+0%
建仓
GBFH
GBANK FINL HLDGS INC
+$10.5M
295,296
增持
NVDA
NVIDIA CORPORATION
+$9.9M
64,223
+2506%
增持
MSFT
MICROSOFT CORP
+$9.4M
23,455
+287%
增持
DFAU
DIMENSIONAL ETF TRUST
+$9.0M
2,003,960
+1%
增持
AAPL
APPLE INC
+$7.7M
77,456
+109%
建仓
AVGO
BROADCOM INC
+$7.5M
27,215
增持
AMZN
AMAZON COM INC
+$6.2M
44,032
+140%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.6M
1,047,859
+3%
建仓
LLY
ELI LILLY & CO
+$4.3M
5,576
增持
DFSV
DIMENSIONAL ETF TRUST
+$4.3M
1,852,406
+4%
增持
GOOGL
ALPHABET INC
+$4.1M
27,195
+541%
增持
COST
COSTCO WHSL CORP NEW
+$3.5M
7,145
+92%
增持
META
META PLATFORMS INC
+$3.4M
4,963
+1065%
建仓
IEUR
ISHARES TR
+$3.4M
50,665
建仓
RTX
RTX CORPORATION
+$3.1M
21,094
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.1M
11,776
+519%
增持
—
EXXON MOBIL CORP
+$3.0M
33,767
+572%
建仓
BLK
BLACKROCK INC
+$2.9M
2,786
建仓
KO
COCA COLA CO
+$2.8M
39,859
建仓
GS
GOLDMAN SACHS GROUP INC
+$2.8M
3,961
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$2.7M
6,070
增持
AXP
AMERICAN EXPRESS CO
+$2.6M
10,186
+345%
建仓
HD
HOME DEPOT INC
+$2.4M
6,575
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$2.4M
7,749
建仓
V
VISA INC
+$2.4M
6,639
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.3M
601,025
+3%
建仓
F
FORD MTR CO
+$2.2M
205,519
建仓
ABBV
ABBVIE INC
+$2.1M
11,522
建仓
NOC
NORTHROP GRUMMAN CORP
+$2.1M
4,213
建仓
CRM
SALESFORCE INC
+$2.1M
7,696
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.9M
17,622
建仓
NEE
NEXTERA ENERGY INC
+$1.9M
27,269
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.9M
53,534
建仓
CSCO
CISCO SYS INC
+$1.8M
26,281
建仓
PM
PHILIP MORRIS INTL INC
+$1.8M
9,773
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.7M
18,782
建仓
LRCX
LAM RESEARCH CORP
+$1.7M
17,661
建仓
LMT
LOCKHEED MARTIN CORP
+$1.7M
3,702
建仓
CSX
CSX CORP
+$1.7M
51,599
建仓
PFF
ISHARES TR
+$1.6M
52,318
增持
IVV
ISHARES TR
+$1.6M
8,378
+29%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
27,568
+0%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
10,965
+829%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
18,688
+24%
建仓
PFE
PFIZER INC
+$1.5M
63,031
建仓
ADBE
ADOBE INC
+$1.5M
3,924
建仓
JNJ
JOHNSON & JOHNSON
+$1.5M
9,747
建仓
URI
UNITED RENTALS INC
+$1.5M
1,976
建仓
LRN
STRIDE INC
+$1.5M
10,216
建仓
MCD
MCDONALDS CORP
+$1.4M
4,882
建仓
—
CHUBB LIMITED
+$1.4M
4,771
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.4M
7,438
建仓
PAYX
PAYCHEX INC
+$1.4M
9,282
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.3M
513,048
+2%
建仓
COP
CONOCOPHILLIPS
+$1.3M
14,919
建仓
HON
HONEYWELL INTL INC
+$1.3M
5,510
增持
WMT
WALMART INC
+$1.3M
21,275
+132%
建仓
IRM
IRON MTN INC DEL
+$1.3M
12,301
建仓
MTZ
MASTEC INC
+$1.3M
7,389
建仓
GILD
GILEAD SCIENCES INC
+$1.3M
11,336
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
50,412
+485%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$1.2M
5,362
建仓
EWJ
ISHARES INC
+$1.2M
16,541
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$1.2M
4,630
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.2M
41,683
建仓
COF
CAPITAL ONE FINL CORP
+$1.2M
5,749
建仓
DELL
DELL TECHNOLOGIES INC
+$1.2M
9,713
建仓
PRMB
PRIMO BRANDS CORPORATION
+$1.2M
39,954
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
2,879
建仓
WAB
WABTEC
+$1.1M
5,401
增持
CVX
CHEVRON CORP NEW
+$1.1M
9,348
+572%
建仓
ICSH
ISHARES TR
+$1.1M
21,801
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.1M
4,389
建仓
WMB
WILLIAMS COS INC
+$999.7K
15,916
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$975.5K
509,015
+3%
建仓
—
THOMSON REUTERS CORP
+$961.4K
4,780
建仓
COHR
COHERENT CORP
+$916.6K
10,275
建仓
MO
ALTRIA GROUP INC
+$880.6K
15,019
建仓
MRK
MERCK & CO INC
+$861.4K
10,882
建仓
CMCSA
COMCAST CORP NEW
+$845.6K
23,693
增持
WFC
WELLS FARGO CO NEW
+$826.6K
14,133
+232%
增持
AVUS
AMERICAN CENTY ETF TR
+$813.2K
11,361
+216%
建仓
ADI
ANALOG DEVICES INC
+$806.9K
3,390
建仓
DDOG
DATADOG INC
+$800.9K
5,962
建仓
ISRG
INTUITIVE SURGICAL INC
+$781.4K
1,438
建仓
VZ
VERIZON COMMUNICATIONS INC
+$778.4K
17,989
建仓
ITOT
ISHARES TR
+$775.7K
5,744
建仓
UBER
UBER TECHNOLOGIES INC
+$761.6K
8,163
建仓
IWN
ISHARES TR
+$757.9K
4,804
建仓
VV
VANGUARD INDEX FDS
+$726.4K
2,546
建仓
ETR
ENTERGY CORP NEW
+$713.5K
8,584
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$707.4K
379,558
+3%
建仓
DLR
DIGITAL RLTY TR INC
+$690.0K
3,958
建仓
GM
GENERAL MTRS CO
+$689.1K
14,004
建仓
APP
APPLOVIN CORP
+$688.6K
1,967
增持
DFAC
DIMENSIONAL ETF TRUST
+$669.1K
234,609
+0%
建仓
DHR
DANAHER CORPORATION
+$669.1K
3,387
建仓
—
ASTRAZENECA PLC
+$652.8K
9,342
建仓
ANET
ARISTA NETWORKS INC
+$650.3K
6,356
建仓
AIG
AMERICAN INTL GROUP INC
+$644.7K
7,532
建仓
KMI
KINDER MORGAN INC DEL
+$643.9K
21,901
建仓
CTVA
CORTEVA INC
+$623.7K
8,369
建仓
KMB
KIMBERLY-CLARK CORP
+$620.8K
4,815
建仓
—
NXP SEMICONDUCTORS N V
+$613.7K
2,809
建仓
DIS
DISNEY WALT CO
+$613.3K
4,946
建仓
YUM
YUM BRANDS INC
+$609.0K
4,110
建仓
—
DUPONT DE NEMOURS INC
+$602.6K
8,785
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$598.5K
19,300
建仓
PANW
PALO ALTO NETWORKS INC
+$595.5K
2,910
建仓
SMCI
SUPER MICRO COMPUTER INC
+$593.5K
12,110
建仓
CVNA
CARVANA CO
+$590.4K
1,752
建仓
CL
COLGATE PALMOLIVE CO
+$570.9K
6,280
建仓
CNC
CENTENE CORP DEL
+$562.0K
10,353
建仓
ELV
ELEVANCE HEALTH INC
+$536.8K
1,380
建仓
AEP
AMERICAN ELEC PWR CO INC
+$531.8K
5,125
增持
XLB
SELECT SECTOR SPDR TR
+$516.0K
9,461
+158%
建仓
ZTS
ZOETIS INC
+$503.4K
3,228
建仓
ING
ING GROEP N.V.
+$496.1K
22,686
建仓
HYDB
ISHARES TR
+$494.9K
10,425
建仓
VLO
VALERO ENERGY CORP
+$478.8K
3,562
增持
GOOG
ALPHABET INC
+$473.8K
4,586
+111%
建仓
MET
METLIFE INC
+$469.9K
5,843
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$468.2K
29,100
建仓
PEP
PEPSICO INC
+$463.9K
3,513
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$463.1K
10,004
建仓
DECK
DECKERS OUTDOOR CORP
+$459.3K
4,456
建仓
SNX
TD SYNNEX CORPORATION
+$446.2K
3,288
建仓
DGRO
ISHARES TR
+$445.1K
6,961
建仓
STZ
CONSTELLATION BRANDS INC
+$427.7K
2,629
建仓
THC
TENET HEALTHCARE CORP
+$426.6K
2,424
增持
IDEV
ISHARES TR
+$425.6K
20,574
+24%
增持
ORCL
ORACLE CORP
+$419.2K
4,651
+9%
建仓
VSXY
VICTORIAS SECRET AND CO
+$416.7K
22,500
建仓
PYPL
PAYPAL HLDGS INC
+$408.8K
5,500
建仓
ZECP
ZACKS TRUST
+$401.4K
12,580
建仓
BTI
BRITISH AMERN TOB PLC
+$397.6K
8,400
建仓
QCOM
QUALCOMM INC
+$397.5K
2,496
建仓
CW
CURTISS WRIGHT CORP
+$397.2K
813
建仓
SNY
SANOFI
+$381.2K
7,890
减持
VXUS
VANGUARD STAR FDS
+$378.3K
81,592
-4%
建仓
MPLX
MPLX LP
+$376.3K
7,306
建仓
OTIS
OTIS WORLDWIDE CORP
+$372.4K
3,761
建仓
GAP
GAP INC
+$370.8K
17,000
建仓
DAL
DELTA AIR LINES INC DEL
+$369.9K
7,521
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$359.9K
4,540
建仓
FANG
DIAMONDBACK ENERGY INC
+$358.1K
2,606
