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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 129 项
建仓 18
增持 32
减持 57
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
FELC
FIDELITY COVINGTON TRUST
+$2.1M
124,557
+97%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.0M
247,973
+27%
减持
PYLD
PIMCO ETF TR
-$1.3M
67,311
-42%
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
-$834.0K
5,706
-60%
增持
MFEM
PIMCO EQUITY SER
+$722.9K
101,082
+79%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$659.5K
30,390
+68%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$650.5K
17,236
-43%
减持
MUNI
PIMCO ETF TR
-$612.8K
14,900
-43%
减持
MFDX
PIMCO EQUITY SER
-$591.1K
40,262
-26%
清仓
IBP
INSTALLED BLDG PRODS INC
-$580.0K
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$522.8K
10,051
建仓
HEGD
LISTED FD TR
+$518.9K
23,165
增持
DFUS
DIMENSIONAL ETF TRUST
+$500.5K
18,593
+69%
减持
RING
ISHARES INC
-$470.7K
51,650
-11%
清仓
QCOM
QUALCOMM INC
-$445.4K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$435.9K
7,227
减持
IEFA
ISHARES TR
-$410.9K
25,637
-10%
建仓
SRE
SEMPRA
+$386.4K
4,405
减持
ESGD
ISHARES TR
-$347.1K
18,129
-12%
减持
GOOGL
ALPHABET INC
-$344.0K
2,028
-54%
清仓
WWD
WOODWARD INC
-$336.4K
0
-100%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$328.0K
0
-100%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$311.7K
26,535
-31%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$307.1K
4,499
清仓
—
LAM RESEARCH CORP
-$306.0K
0
-100%
减持
ISCF
ISHARES TR
-$293.1K
52,149
-7%
清仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$293.1K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$291.5K
0
-100%
减持
CMF
ISHARES TR
-$288.0K
45,610
-9%
建仓
AIG
AMERICAN INTL GROUP INC
+$279.2K
3,835
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$276.7K
687
建仓
DVN
DEVON ENERGY CORP NEW
+$269.1K
8,222
清仓
SDY
SPDR SER TR
-$260.4K
0
-100%
清仓
PEP
PEPSICO INC
-$240.5K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$239.8K
1,830
建仓
XLV
SELECT SECTOR SPDR TR
+$239.0K
1,737
清仓
FDX
FEDEX CORP
-$237.3K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$231.1K
0
-100%
减持
IXUS
ISHARES TR
-$230.3K
32,324
-1%
建仓
ADBE
ADOBE INC
+$229.5K
516
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$228.6K
53,700
-13%
减持
JNJ
JOHNSON & JOHNSON
-$227.8K
1,456
-46%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$226.8K
0
-100%
清仓
QEFA
SPDR INDEX SHS FDS
-$224.8K
0
-100%
建仓
T
AT&T INC
+$224.6K
9,862
减持
—
PIMCO CALIF MUN INCOME FD II
-$224.4K
222,411
-7%
减持
SCZ
ISHARES TR
-$221.5K
10,455
-17%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$220.4K
3,655
减持
XPCQX
PIMCO CALIF MUN INCOME FD
-$220.2K
212,255
-1%
清仓
FCPI
FIDELITY COVINGTON TRUST
-$218.7K
0
-100%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$218.6K
0
-100%
清仓
VNLA
JANUS DETROIT STR TR
-$212.4K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$211.0K
0
-100%
建仓
CRM
SALESFORCE INC
+$209.6K
627
建仓
—
HARVARD BIOSCIENCE INC
+$209.3K
99,210
减持
JPM
JPMORGAN CHASE & CO.
-$208.4K
1,250
-48%
建仓
CART
MAPLEBEAR INC
+$207.9K
5,020
增持
SPY
SPDR S&P 500 ETF TR
+$189.9K
5,445
+4%
减持
SLV
ISHARES SILVER TR
-$184.1K
80,759
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$179.5K
12,734
+37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$173.4K
3,546
-8%
减持
AMGN
AMGEN INC
-$164.6K
980
-25%
增持
AVGO
BROADCOM INC
+$164.5K
2,756
+0%
减持
EEMS
ISHARES INC
-$159.2K
22,897
-2%
减持
EMXC
ISHARES INC
-$151.6K
15,909
-6%
减持
FLHY
FRANKLIN TEMPLETON ETF TR
-$151.1K
10,068
-37%
清仓
NATR
NATURES SUNSHINE PRODS INC
-$146.4K
0
-100%
建仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$142.6K
10,500
减持
GSLC
GOLDMAN SACHS ETF TR
-$139.2K
11,030
-12%
清仓
FDD
FIRST TR STOXX EUROPEAN SELE
-$133.3K
0
-100%
减持
DFCF
DIMENSIONAL ETF TRUST
-$132.1K
7,284
-27%
增持
HYD
VANECK ETF TRUST
+$131.6K
29,759
+12%
减持
MOD
MODINE MFG CO
-$124.8K
5,395
-5%
增持
AMZN
AMAZON COM INC
+$118.2K
3,095
+3%
增持
MFUS
PIMCO EQUITY SER
-$114.2K
135,145
+0%
减持
LDUR
PIMCO ETF TR
-$92.1K
2,268
-29%
减持
IEMG
ISHARES INC
-$89.4K
10,531
-5%
减持
SYPR
SYPRIS SOLUTIONS INC
+$89.0K
2,289,310
-8%
减持
EMGF
ISHARES INC
-$83.6K
11,903
-5%
增持
TRGP
TARGA RES CORP
+$72.5K
1,650
+10%
减持
AAPL
APPLE INC
+$71.9K
12,111
-5%
清仓
INFU
INFUSYSTEM HLDGS INC
-$69.6K
0
-100%
减持
AMKR
AMKOR TECHNOLOGY INC
-$66.1K
12,211
-2%
增持
DIVO
AMPLIFY ETF TR
+$64.2K
15,587
+13%
减持
DFUV
DIMENSIONAL ETF TRUST
-$62.4K
15,062
-7%
增持
—
MARKETWISE INC
+$61.4K
287,500
+89%
减持
DFAC
DIMENSIONAL ETF TRUST
-$61.3K
6,759
-21%
增持
CSCO
CISCO SYS INC
+$60.7K
5,760
+9%
减持
ACWX
ISHARES TR
-$60.0K
9,714
-2%
增持
EGAN
EGAIN CORP
+$59.8K
20,270
+56%
减持
IDEV
ISHARES TR
-$59.8K
8,285
-1%
减持
IYZ
ISHARES TR
-$57.0K
14,765
-18%
减持
VFH
VANGUARD WORLD FD
-$56.4K
5,215
-15%
清仓
—
PROFIRE ENERGY INC
-$55.9K
0
-100%
减持
SMMU
PIMCO ETF TR
-$55.7K
7,870
-11%
减持
DLS
WISDOMTREE TR
-$55.6K
5,668
-5%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$54.2K
13,360
-1%
增持
—
CARPARTS COM INC
+$48.4K
151,500
+19%
减持
HYMB
SPDR SER TR
-$44.2K
26,050
-4%
建仓
HLLY
HOLLEY INC
+$43.5K
14,420
减持
ISTB
ISHARES TR
-$42.8K
6,630
-10%
减持
FHLC
FIDELITY COVINGTON TRUST
-$39.1K
3,297
-6%
减持
TBRG
TRUBRIDGE INC
+$36.7K
13,720
-30%
增持
—
SOLO BRANDS INC
+$36.4K
61,712
+156%
增持
VOO
VANGUARD INDEX FDS
+$36.0K
1,720
+2%
减持
MSFT
MICROSOFT CORP
-$34.0K
2,546
-1%
增持
ANGO
ANGIODYNAMICS INC
+$30.6K
20,405
+2%
增持
MYPS
PLAYSTUDIOS INC
+$30.4K
45,300
+27%
减持
QQQ
INVESCO QQQ TR
+$28.4K
2,194
-2%
减持
IVV
ISHARES TR
-$26.7K
601
-9%
减持
COST
COSTCO WHSL CORP NEW
-$23.4K
435
-9%
增持
ESGE
ISHARES INC
-$23.2K
10,498
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$19.6K
2,141
+1%
增持
DGRO
ISHARES TR
+$19.1K
31,311
+3%
清仓
LOOP
LOOP INDS INC
-$18.4K
0
-100%
减持
FCOM
FIDELITY COVINGTON TRUST
+$17.8K
6,438
-2%
增持
ABBV
ABBVIE INC
-$17.5K
2,285
+7%
增持
EGHT
8X8 INC NEW
+$15.5K
22,875
+2%
增持
III
INFORMATION SVCS GROUP INC
+$15.2K
43,775
+10%
减持
—
VIMEO INC
+$14.9K
13,365
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$13.7K
24,270
+200%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$13.3K
1,323
-16%
减持
VTI
VANGUARD INDEX FDS
-$12.4K
2,393
-4%
增持
PLTK
PLAYTIKA HLDG CORP
-$11.8K
19,560
+5%
减持
ARAY
ACCURAY INC
+$5.6K
58,770
-4%
增持
GDX
VANECK ETF TRUST
+$5.3K
30,205
+18%
减持
CNDT
CONDUENT INC
-$1.3K
16,340
-2%
增持
FNDA
SCHWAB STRATEGIC TR
-$608
7,150
+100%
增持
MUB
ISHARES TR
-$234
7,937
+2%
