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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 109 项
建仓 11
增持 30
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
SYPR
SYPRIS SOLUTIONS INC
-$4.2M
2,491,212
-41%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.1M
194,598
+75%
减持
PYLD
PIMCO ETF TR
-$2.4M
115,542
-46%
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
BOND
PIMCO ETF TR
-$2.0M
14,268
-62%
建仓
FELC
FIDELITY COVINGTON TRUST
+$2.0M
63,279
增持
MFEM
PIMCO EQUITY SER
+$961.5K
56,501
+387%
减持
LDUR
PIMCO ETF TR
-$709.0K
3,205
-70%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$698.5K
18,115
+219%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$678.7K
16,280
增持
AAPL
APPLE INC
+$622.2K
12,708
+14%
减持
ISTB
ISHARES TR
-$607.1K
7,385
-64%
建仓
IBP
INSTALLED BLDG PRODS INC
+$580.0K
2,355
清仓
MINT
PIMCO ETF TR
-$492.2K
0
-100%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$414.8K
38,432
-32%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$345.1K
0
-100%
建仓
WWD
WOODWARD INC
+$336.4K
1,961
清仓
HEGD
LISTED FD TR
-$318.5K
0
-100%
清仓
AGG
ISHARES TR
-$309.2K
0
-100%
减持
MFUS
PIMCO EQUITY SER
+$303.1K
134,707
-2%
清仓
PDX
PIMCO DYNAMIC INCOME STRATEG
-$280.2K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$278.2K
11,009
+59%
清仓
META
META PLATFORMS INC
-$275.8K
0
-100%
增持
HYD
VANECK ETF TRUST
+$254.9K
26,629
+19%
增持
HYMB
SPDR SER TR
+$251.4K
27,050
+50%
减持
AMGN
AMGEN INC
-$242.6K
1,304
-39%
建仓
FDX
FEDEX CORP
+$237.3K
867
建仓
QEFA
SPDR INDEX SHS FDS
+$224.8K
2,793
建仓
TRGP
TARGA RES CORP
+$222.0K
1,500
增持
DIVO
AMPLIFY ETF TR
+$221.6K
13,760
+54%
清仓
HD
HOME DEPOT INC
-$219.0K
0
-100%
建仓
VNLA
JANUS DETROIT STR TR
+$212.4K
4,330
建仓
CAG
CONAGRA BRANDS INC
+$211.0K
6,489
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$202.3K
9,294
+50%
减持
RING
ISHARES INC
-$189.2K
58,241
-24%
增持
MUB
ISHARES TR
+$186.7K
7,788
+26%
增持
GOOGL
ALPHABET INC
+$179.1K
4,389
+46%
增持
AVGO
BROADCOM INC
-$177.7K
2,750
+577%
减持
MOD
MODINE MFG CO
+$151.1K
5,650
-6%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$149.6K
13,560
-30%
减持
MSFT
MICROSOFT CORP
-$145.6K
2,573
-8%
减持
SLV
ISHARES SILVER TR
-$125.4K
81,328
-11%
减持
SPY
SPDR S&P 500 ETF TR
+$124.6K
5,231
-1%
减持
MFDX
PIMCO EQUITY SER
-$124.0K
54,765
-13%
减持
DGRO
ISHARES TR
+$117.1K
30,332
-2%
减持
ISCF
ISHARES TR
-$112.7K
56,069
-13%
减持
ANGO
ANGIODYNAMICS INC
-$112.1K
20,085
-55%
减持
EMGF
ISHARES INC
-$107.1K
12,491
-20%
增持
IYZ
ISHARES TR
+$105.8K
17,940
+12%
减持
IXUS
ISHARES TR
+$102.3K
32,606
-3%
减持
AMZN
AMAZON COM INC
-$98.5K
3,010
-12%
减持
TBRG
TRUBRIDGE INC
-$90.5K
19,550
-40%
增持
MUNI
PIMCO ETF TR
+$81.3K
26,115
+4%
增持
SMMU
PIMCO ETF TR
+$80.4K
8,870
+20%
减持
FCPI
FIDELITY COVINGTON TRUST
-$79.6K
5,050
-31%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$78.2K
62,000
-6%
清仓
PRTH
PRIORITY TECHNOLOGY HLDGS IN
-$77.1K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$76.7K
12,481
+0%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$75.9K
0
-100%
增持
FLHY
FRANKLIN TEMPLETON ETF TR
+$72.5K
16,012
+19%
建仓
INFU
INFUSYSTEM HLDGS INC
+$69.6K
10,390
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$68.2K
3,869
-15%
建仓
EGAN
EGAIN CORP
+$66.5K
13,030
减持
ARAY
ACCURAY INC
-$65.6K
61,520
-37%
增持
DFAC
DIMENSIONAL ETF TRUST
+$64.3K
8,606
+20%
增持
ABBV
ABBVIE INC
+$63.5K
2,144
+2%
增持
IVV
ISHARES TR
+$60.6K
659
+13%
减持
CMF
ISHARES TR
-$59.5K
49,915
-4%
减持
IEFA
ISHARES TR
-$59.1K
28,350
-9%
减持
PEP
PEPSICO INC
-$58.8K
1,414
-22%
清仓
YEXT
YEXT INC
-$56.3K
0
-100%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$55.3K
4,868
+13%
减持
IAU
ISHARES GOLD TR
+$54.2K
9,496
-0%
减持
EEMS
ISHARES INC
-$47.6K
23,364
-7%
清仓
—
SIRIUS XM HOLDINGS INC
-$45.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$36.0K
2,240
-5%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
+$34.7K
30,026
-2%
减持
VTI
VANGUARD INDEX FDS
-$31.6K
2,493
-10%
减持
PLTK
PLAYTIKA HLDG CORP
-$31.1K
18,630
-18%
减持
EGHT
8X8 INC NEW
-$31.0K
22,350
-35%
增持
CSCO
CISCO SYS INC
+$30.3K
5,267
+0%
减持
VOO
VANGUARD INDEX FDS
-$28.5K
1,688
-8%
减持
ESGE
ISHARES INC
+$26.2K
10,264
-1%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$24.9K
4,085
-12%
减持
SCHX
SCHWAB STRATEGIC TR
+$23.3K
8,090
-1%
减持
IDEV
ISHARES TR
-$22.1K
8,385
-11%
减持
GDX
VANECK ETF TRUST
+$21.8K
25,590
-13%
减持
ACWX
ISHARES TR
+$20.1K
9,904
-4%
减持
EMXC
ISHARES INC
-$18.8K
16,916
-5%
减持
IEMG
ISHARES INC
+$18.3K
11,136
-4%
减持
SCZ
ISHARES TR
+$17.9K
12,653
-7%
增持
FHLC
FIDELITY COVINGTON TRUST
+$17.6K
3,497
+1%
减持
DFCF
DIMENSIONAL ETF TRUST
+$15.7K
10,018
-0%
增持
NATR
NATURES SUNSHINE PRODS INC
-$13.3K
10,750
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$12.9K
7,975
+0%
减持
FNDA
SCHWAB STRATEGIC TR
+$12.5K
3,575
-2%
增持
—
MARKETWISE INC
+$11.4K
152,300
+95%
减持
DLS
WISDOMTREE TR
-$10.0K
5,973
-10%
增持
—
PROFIRE ENERGY INC
+$9.9K
33,295
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
-$9.0K
7,138
-10%
增持
—
SOLO BRANDS INC
-$8.4K
24,100
+30%
增持
MYPS
PLAYSTUDIOS INC
-$5.1K
35,700
+25%
减持
ESGD
ISHARES TR
+$4.1K
20,523
-6%
减持
III
INFORMATION SVCS GROUP INC
+$2.9K
39,695
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.8K
1,581
-1%
减持
CNDT
CONDUENT INC
+$2.2K
16,715
-16%
减持
—
VIMEO INC
+$1.3K
13,985
-25%
增持
—
CARPARTS COM INC
+$741
127,100
+11%
减持
FTEC
FIDELITY COVINGTON TRUST
+$513
4,719
-2%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$416
10,700
-6%
