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Williams & Novak, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Williams & Novak, LLC
报告期 2026-03-31 · CIK 0001998419
持仓数
143
前50大市值合计
$108.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 117 项
建仓 46
增持 36
减持 30
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$5.5M
213,864
减持
ISTB
ISHARES TR
-$3.7M
20,405
-79%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.6M
110,923
+272%
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。
减持
MINT
PIMCO ETF TR
-$2.1M
4,890
-81%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
4,545
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.6M
0
-100%
建仓
GTO
POWERSHARES ACTIVELY MANAGED
+$1.4M
30,535
清仓
BND
VANGUARD BD INDEX FDS
-$1.2M
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
56,467
+346%
增持
BOND
PIMCO ETF TR
+$844.6K
37,165
+35%
减持
MFUS
PIMCO EQUITY SER
+$671.3K
137,361
-2%
增持
SLV
ISHARES SILVER TR
+$615.8K
91,679
+10%
减持
LDUR
PIMCO ETF TR
-$532.0K
10,738
-34%
建仓
QCOM
QUALCOMM INC
+$521.7K
2,619
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$508.6K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO.
+$487.2K
2,409
清仓
SSUS
STRATEGY SHS
-$472.5K
0
-100%
建仓
HYMB
SPDR SER TR
+$459.2K
18,050
增持
AMGN
AMGEN INC
+$447.6K
2,121
+184%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$439.1K
66,200
+38%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$416.9K
10,037
建仓
DFUS
DIMENSIONAL ETF TRUST
+$406.6K
6,909
增持
GSLC
GOLDMAN SACHS ETF TR
+$405.9K
12,463
+26%
减持
VTI
VANGUARD INDEX FDS
-$401.4K
2,757
-43%
增持
MUNI
PIMCO ETF TR
+$389.4K
25,015
+45%
增持
CMF
ISHARES TR
+$381.7K
52,040
+17%
建仓
ABBV
ABBVIE INC
+$360.0K
2,099
增持
AAPL
APPLE INC
+$357.8K
11,104
+8%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$353.0K
4,665
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$350.8K
6,189
建仓
DIVO
AMPLIFY ETF TR
+$345.2K
8,919
增持
AVGO
BROADCOM INC
+$340.6K
406
+46%
增持
GOOGL
ALPHABET INC
+$322.5K
3,013
+86%
建仓
FLHY
FRANKLIN TEMPLETON ETF TR
+$318.9K
13,452
减持
QQQ
INVESCO QQQ TR
-$316.8K
2,357
-33%
增持
SYPR
SYPRIS SOLUTIONS INC
-$313.4K
4,248,719
+2%
建仓
AGG
ISHARES TR
+$309.2K
3,185
增持
MFDX
PIMCO EQUITY SER
+$308.5K
62,922
+15%
建仓
PEP
PEPSICO INC
+$299.2K
1,814
增持
HYD
VANECK ETF TRUST
+$285.7K
22,425
+33%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$280.2K
12,577
建仓
PG
PROCTER AND GAMBLE CO
+$277.6K
1,683
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$277.4K
1,596
建仓
META
META PLATFORMS INC
+$275.8K
547
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$274.0K
6,800
-44%
减持
SCZ
ISHARES TR
-$272.5K
13,606
-24%
增持
AMZN
AMAZON COM INC
+$256.7K
3,412
+29%
建仓
CSCO
CISCO SYS INC
+$250.0K
5,262
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$237.7K
4,319
增持
GDX
VANECK ETF TRUST
+$235.9K
29,390
+20%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$235.8K
7,948
建仓
SDY
SPDR SER TR
+$233.1K
1,833
建仓
DFAC
DIMENSIONAL ETF TRUST
+$230.8K
7,160
增持
ESGD
ISHARES TR
+$222.6K
21,875
+10%
增持
MSFT
MICROSOFT CORP
+$221.3K
2,803
+2%
建仓
HD
HOME DEPOT INC
+$219.0K
636
建仓
VZ
VERIZON COMMUNICATIONS INC
+$212.2K
5,145
建仓
VGT
VANGUARD WORLD FD
+$211.6K
367
建仓
DFAE
DIMENSIONAL ETF TRUST
+$205.7K
7,952
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$204.2K
5,570
建仓
FNDA
SCHWAB STRATEGIC TR
+$200.5K
3,650
清仓
PAHC
PHIBRO ANIMAL HEALTH CORP
-$196.0K
0
-100%
建仓
PLTK
PLAYTIKA HLDG CORP
+$178.6K
22,695
减持
MOD
MODINE MFG CO
+$155.5K
5,980
-20%
增持
JNJ
JOHNSON & JOHNSON
+$143.8K
2,705
+69%
增持
ISCF
ISHARES TR
+$136.4K
64,819
+7%
建仓
FDD
FIRST TR STOXX EUROPEAN SELE
+$133.7K
11,421
增持
EEMS
ISHARES INC
+$130.7K
25,166
+3%
建仓
III
INFORMATION SVCS GROUP INC
+$128.1K
43,580
减持
DLS
WISDOMTREE TR
-$123.1K
6,659
-22%
建仓
—
CARPARTS COM INC
+$114.5K
114,450
增持
EMXC
ISHARES INC
+$104.5K
17,780
+4%
减持
HEGD
LISTED FD TR
-$101.7K
14,975
-30%
增持
COST
COSTCO WHSL CORP NEW
+$100.3K
476
+3%
增持
ARAY
ACCURAY INC
+$100.0K
96,900
+259%
增持
TBRG
TRUBRIDGE INC
+$93.7K
32,435
+57%
建仓
—
MARKETWISE INC
+$90.4K
77,940
增持
ANGO
ANGIODYNAMICS INC
+$89.5K
44,365
+94%
减持
EMGF
ISHARES INC
-$84.0K
15,620
-18%
减持
IDEV
ISHARES TR
-$82.3K
9,385
-14%
增持
GLD
SPDR GOLD TR
+$81.7K
1,824
+12%
建仓
PRTH
PRIORITY TECHNOLOGY HLDGS IN
+$77.1K
14,600
建仓
EGHT
8X8 INC NEW
+$76.6K
34,520
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$75.9K
12,300
增持
IEFA
ISHARES TR
+$74.7K
31,275
+0%
增持
MUB
ISHARES TR
+$72.0K
6,187
+14%
建仓
—
VIMEO INC
+$69.4K
18,595
减持
AMKR
AMKOR TECHNOLOGY INC
+$68.8K
12,411
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$68.0K
8,181
+1%
建仓
CNDT
CONDUENT INC
+$65.1K
19,975
减持
PDN
INVESCO EXCH TRADED FD TR II
-$64.9K
19,375
-9%
建仓
SVM
SILVERCORP METALS INC
+$60.8K
18,100
建仓
MYPS
PLAYSTUDIOS INC
+$59.0K
28,520
建仓
YEXT
YEXT INC
+$56.3K
10,525
减持
RING
ISHARES INC
-$47.4K
76,484
-13%
增持
IAU
ISHARES GOLD TR
+$47.1K
9,509
+0%
建仓
—
PROFIRE ENERGY INC
+$46.0K
32,400
建仓
—
SIRIUS XM HOLDINGS INC
+$45.5K
16,090
建仓
—
SOLO BRANDS INC
+$42.4K
18,600
减持
IXUS
ISHARES TR
-$42.2K
33,539
-6%
减持
NATR
NATURES SUNSHINE PRODS INC
-$40.8K
10,600
-9%
减持
IVV
ISHARES TR
+$37.8K
584
-1%
增持
MFEM
PIMCO EQUITY SER
+$36.5K
11,612
+11%
增持
IYZ
ISHARES TR
+$34.7K
15,995
+16%
减持
IPAC
ISHARES TR
-$31.9K
12,265
-7%
增持
ESGE
ISHARES INC
+$31.9K
10,364
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$30.2K
5,286
-14%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.1K
672
-3%
减持
SMMU
PIMCO ETF TR
-$20.2K
7,370
-5%
减持
VOO
VANGUARD INDEX FDS
+$19.9K
1,838
-11%
减持
ACWX
ISHARES TR
+$17.8K
10,288
-1%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$15.2K
5,682
-2%
减持
FCPI
FIDELITY COVINGTON TRUST
-$14.6K
7,300
-18%
减持
DGRO
ISHARES TR
+$5.5K
30,974
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.0K
1,734
-5%
增持
VOD
VODAFONE GROUP PLC NEW
+$3.6K
10,700
+2%
减持
IEMG
ISHARES INC
+$3.1K
11,602
-5%
