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
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 44
增持 46
减持 21
清仓 39
方向
标的
Δ市值
现股数(环比)
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$11.5M
179,965
-6%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.7M
321,529
+537%
减持
DFAU
DIMENSIONAL ETF TRUST
-$7.0M
2,068,805
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。
-4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$5.3M
2,103,436
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.3M
99,462
+317%
建仓
FNDF
SCHWAB STRATEGIC TR
+$2.2M
45,884
增持
MSFT
MICROSOFT CORP
-$2.2M
23,880
+4%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.2M
7,451
+23%
减持
VOO
VANGUARD INDEX FDS
-$1.7M
29,037
-5%
清仓
IGV
ISHARES TR
-$1.7M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.7M
33,146
+1%
建仓
LRN
STRIDE INC
+$1.5M
17,458
减持
AAPL
APPLE INC
-$1.5M
73,378
-1%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$1.5M
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$1.4M
1,298
建仓
INCY
INCYTE CORP
+$1.4M
15,054
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$1.4M
0
-100%
建仓
COHR
COHERENT CORP
+$1.3M
5,643
建仓
ATI
ATI INC
+$1.3M
9,221
建仓
NFLX
NETFLIX INC.
+$1.3M
13,006
建仓
MCK
MCKESSON CORP
+$1.2M
1,432
增持
ADBE
ADOBE INC
+$1.2M
8,478
+251%
建仓
ALL
ALLSTATE CORP
+$1.1M
5,474
清仓
WAB
WABTEC
-$1.1M
0
-100%
建仓
FNDE
SCHWAB STRATEGIC TR
+$1.1M
29,341
清仓
DELL
DELL TECHNOLOGIES INC
-$1.1M
0
-100%
清仓
AIT
APPLIED INDL TECHNOLOGIES IN
-$1.1M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
61,707
-3%
建仓
CIEN
CIENA CORP
+$1.1M
2,760
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
7,187
+287%
增持
META
META PLATFORMS INC
+$1.0M
7,569
+52%
建仓
CLS
CELESTICA INC
+$1.0M
3,597
建仓
WLDN
WILLDAN GROUP INC
+$927.7K
12,117
建仓
LULU
LULULEMON ATHLETICA INC
+$920.0K
6,009
减持
GS
GOLDMAN SACHS GROUP INC
-$880.4K
2,919
-23%
增持
LLY
ELI LILLY & CO
-$850.9K
5,798
+1%
增持
B
BARRICK MNG CORP
+$841.3K
28,100
+301%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$831.8K
26,597
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$813.6K
595,609
+3%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$805.2K
2,043
减持
TSLA
TESLA INC
-$783.4K
1,315
-54%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$777.8K
4,137
建仓
APG
API GROUP CORP
+$764.0K
18,855
增持
C
CITIGROUP INC
+$762.0K
9,893
+221%
减持
AXP
AMERICAN EXPRESS CO
-$734.3K
10,625
-0%
清仓
IRM
IRON MTN INC DEL
-$733.7K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$730.3K
1,506
减持
DFAI
DIMENSIONAL ETF TRUST
-$718.0K
1,044,052
-4%
增持
ORCL
ORACLE CORP
+$675.3K
10,416
+137%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$637.4K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$630.4K
11,744
+0%
建仓
VSEC
VSE CORP
+$628.6K
3,409
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$616.9K
4,217
建仓
AMKR
AMKOR TECHNOLOGY INC
+$607.2K
13,485
建仓
BAC
BANK AMERICA CORP
+$594.1K
12,187
减持
GOOG
ALPHABET INC
-$586.6K
5,169
-22%
建仓
SCHW
SCHWAB CHARLES CORP
+$573.6K
6,103
清仓
QCOM
QUALCOMM INC
-$563.1K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$562.0K
4,345
+3%
减持
EALT
INNOVATOR ETFS TRUST
-$560.0K
14,948
-50%
增持
JPM
JPMORGAN CHASE & CO
-$553.4K
40,425
+5%
建仓
NEM
NEWMONT CORP
+$541.3K
5,000
增持
CVX
CHEVRON CORPORATION
+$540.6K
9,662
+1%
减持
CRM
SALESFORCE INC
-$540.1K
4,943
-10%
建仓
ANET
ARISTA NETWORKS INC
+$538.5K
4,386
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$520.8K
447,454
+3%
建仓
—
ASTRAZENECA PLC
+$500.1K
2,536
建仓
DIS
DISNEY WALT CO
+$491.1K
5,096
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$487.1K
590,068
+2%
清仓
PRMB
PRIMO BRANDS CORPORATION
-$486.0K
0
-100%
建仓
AA
ALCOA CORP
+$483.7K
7,293
建仓
FICO
FAIR ISAAC CORP
+$477.2K
447
清仓
—
ASTRAZENECA PLC
-$466.4K
0
-100%
建仓
PAAS
PAN AMERN SILVER CORP
+$464.4K
8,500
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$453.1K
2,000
+67%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$452.3K
7,000
增持
MS
MORGAN STANLEY
+$452.0K
7,877
+66%
清仓
T
AT&T INC
-$441.8K
0
-100%
建仓
ARW
ARROW ELECTRS INC
+$431.8K
3,011
建仓
LVS
LAS VEGAS SANDS CORP
+$431.5K
8,008
建仓
EXEL
EXELIXIS INC
+$428.9K
10,000
增持
MU
MICRON TECHNOLOGY INC
+$400.1K
4,093
+19%
清仓
HAL
HALLIBURTON CO
-$395.6K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$386.3K
500
增持
PFF
ISHARES TR
+$384.5K
67,818
+26%
建仓
SHOP
SHOPIFY INC
+$382.3K
3,223
建仓
NVO
NOVO-NORDISK A S
+$381.2K
10,372
清仓
ON
ON SEMICONDUCTOR CORP
-$379.1K
0
-100%
建仓
SYM
SYMBOTIC INC
+$372.4K
7,000
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$365.9K
3,975
增持
V
VISA INC
-$364.5K
7,600
+0%
增持
DAL
DELTA AIR LINES INC
+$356.0K
10,308
+117%
清仓
AAP
ADVANCE AUTO PARTS INC
-$354.1K
0
-100%
清仓
DOW
DOW INC
-$350.7K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$347.7K
0
-100%
清仓
CMC
COMMERCIAL METALS CO
-$346.1K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$345.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$336.8K
4,128
-7%
清仓
W
WAYFAIR INC
-$331.4K
0
-100%
增持
GM
GENERAL MTRS CO
+$325.2K
18,560
+43%
增持
AVGO
BROADCOM INC
-$322.7K
28,891
+8%
减持
INTC
INTEL CORP
-$321.8K
6,328
-61%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$321.6K
0
-100%
清仓
NRG
NRG ENERGY INC
-$318.5K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$317.9K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$313.1K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$311.4K
9,189
+0%
清仓
DVN
DEVON ENERGY CORP NEW
-$311.4K
0
-100%
增持
WFC
WELLS FARGO & CO
+$306.4K
19,993
+45%
清仓
AEM
AGNICO EAGLE MINES LTD
-$305.2K
0
-100%
清仓
AFRM
AFFIRM HLDGS INC
-$299.1K
0
-100%
增持
GOOGL
ALPHABET INC
-$296.8K
25,482
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$296.6K
3,092
+55%
增持
COF
CAPITAL ONE FINL CORP
-$285.9K
4,847
+0%
减持
SPYM
SPDR SERIES TRUST
-$283.6K
35,309
-5%
增持
BLK
BLACKROCK INC
-$283.6K
2,739
+0%
建仓
CDE
COEUR MNG INC
+$283.4K
15,097
减持
EQT
EQT CORP
-$278.4K
4,192
-59%
增持
RTX
RTX CORPORATION
+$273.2K
21,271
+2%
增持
KGC
KINROSS GOLD CORP
+$267.8K
18,000
+80%
清仓
DOCU
DOCUSIGN INC
-$267.6K
0
-100%
增持
F
FORD MTR CO
-$267.5K
169,728
+0%
清仓
QBTS
D-WAVE QUANTUM INC
-$261.5K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$260.5K
17,862
-0%
清仓
TXN
TEXAS INSTRS INC
-$260.2K
0
-100%
减持
PSX
PHILLIPS 66
-$256.2K
1,252
-67%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$256.0K
3,870
+36%
清仓
CVE
CENOVUS ENERGY INC
-$253.8K
0
-100%
增持
CSX
CSX CORP
+$246.9K
50,645
+0%
建仓
SHEL
SHELL PLC
+$246.0K
2,645
清仓
APA
APA CORPORATION
-$244.6K
0
-100%
增持
APP
APPLOVIN CORP
+$241.6K
1,567
+176%
减持
CAT
CATERPILLAR INC
-$235.5K
705
-45%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$232.8K
39,106
-16%
建仓
PB
PROSPERITY BANCSHARES INC
+$229.2K
3,411
清仓
JBL
JABIL INC
-$228.0K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$227.8K
0
-100%
增持
IVV
ISHARES TR
-$224.8K
8,446
+1%
增持
APRJ
INNOVATOR ETFS TRUST
+$223.4K
40,710
+30%
清仓
RGTI
RIGETTI COMPUTING INC
-$221.5K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$218.8K
1,106
减持
COP
CONOCOPHILLIPS
+$216.5K
12,077
-18%
清仓
BA
BOEING CO
-$215.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$214.6K
2,261
+88%
清仓
ONEQ
FIDELITY COMWLTH TR
-$213.5K
0
-100%
增持
PFE
PFIZER INC
+$210.4K
61,637
+1%
清仓
EPI
WISDOMTREE TR
-$208.3K
0
-100%
建仓
EME
EMCOR GROUP INC
+$207.5K
281
清仓
QUBT
QUANTUM COMPUTING INC
-$205.2K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$204.3K
95,480
+3%
