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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 138 项
建仓 25
增持 34
减持 56
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.4M
40,526
+456%
减持
AAPL
APPLE INC
-$924.4K
9,447
-22%
建仓
QUAL
ISHARES TR
+$906.4K
5,292
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。
清仓
GTO
INVESCO ACTIVELY MANAGED EXC
-$799.7K
0
-100%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$654.1K
0
-100%
清仓
DIVO
AMPLIFY ETF TR
-$630.9K
0
-100%
建仓
BLK
BLACKROCK INC
+$630.1K
667
增持
FELC
FIDELITY COVINGTON TRUST
+$552.4K
148,549
+19%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$520.0K
10,932
减持
SPY
SPDR S&P 500 ETF TR
-$512.3K
4,776
-12%
建仓
META
META PLATFORMS INC
+$505.2K
862
减持
MUB
ISHARES TR
-$494.7K
3,327
-58%
增持
MFUS
PIMCO EQUITY SER
+$491.8K
143,844
+6%
增持
MFEM
PIMCO EQUITY SER
+$485.8K
126,732
+25%
清仓
UBER
UBER TECHNOLOGIES INC
-$435.9K
0
-100%
建仓
TJX
TJX COS INC NEW
+$433.2K
3,530
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$431.4K
24,290
-20%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$420.5K
37,700
-30%
增持
FBND
FIDELITY MERRIMACK STR TR
+$414.7K
252,377
+2%
清仓
ABBV
ABBVIE INC
-$406.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$398.0K
4,979
+146%
建仓
HD
HOME DEPOT INC
+$364.8K
998
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$352.2K
19,108
+50%
减持
SYPR
SYPRIS SOLUTIONS INC
-$335.7K
2,266,206
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$332.5K
8,487
-23%
增持
PLTK
PLAYTIKA HLDG CORP
+$317.9K
86,250
+341%
清仓
ISTB
ISHARES TR
-$316.7K
0
-100%
减持
PYLD
PIMCO ETF TR
-$314.7K
54,454
-19%
建仓
IAUM
ISHARES GOLD TR
+$314.0K
10,092
清仓
CARR
CARRIER GLOBAL CORPORATION
-$307.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$283.8K
715
+64%
减持
GDX
VANECK ETF TRUST
+$281.3K
28,505
-6%
清仓
AIG
AMERICAN INTL GROUP INC
-$279.2K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$276.7K
0
-100%
增持
MFDX
PIMCO EQUITY SER
+$275.4K
46,072
+14%
建仓
PSA
PUBLIC STORAGE OPER CO
+$275.0K
920
建仓
LRCX
LAM RESEARCH CORP
+$273.1K
3,750
清仓
DVN
DEVON ENERGY CORP NEW
-$269.1K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$253.7K
0
-100%
增持
CART
MAPLEBEAR INC
+$250.8K
11,405
+127%
清仓
FLHY
FRANKLIN TEMPLETON ETF TR
-$240.3K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$239.8K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$239.0K
0
-100%
清仓
ADBE
ADOBE INC
-$229.5K
0
-100%
减持
CMF
ISHARES TR
-$228.7K
42,365
-7%
建仓
FENI
FIDELITY COVINGTON TRUST
+$225.5K
7,563
清仓
T
AT&T INC
-$224.6K
0
-100%
减持
MOD
MODINE MFG CO
-$222.4K
5,022
-7%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$220.4K
0
-100%
清仓
LDUR
PIMCO ETF TR
-$215.5K
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$212.4K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$210.6K
0
-100%
清仓
CRM
SALESFORCE INC
-$209.6K
0
-100%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$208.4K
0
-100%
清仓
IXJ
ISHARES TR
-$207.6K
0
-100%
建仓
AVNS
AVANOS MED INC
+$186.1K
12,969
增持
QQQ
INVESCO QQQ TR
+$179.2K
2,752
+25%
增持
AVGO
BROADCOM INC
-$172.6K
2,767
+0%
减持
—
HARVARD BIOSCIENCE INC
-$163.4K
77,770
-22%
减持
VTI
VANGUARD INDEX FDS
-$152.7K
1,961
-18%
减持
HEGD
LISTED FD TR
-$147.6K
16,895
-27%
减持
EEMS
ISHARES INC
-$144.1K
21,015
-8%
建仓
VTRS
VIATRIS INC
+$114.9K
13,365
减持
SMMU
PIMCO ETF TR
-$113.9K
5,570
-29%
增持
—
PIMCO MUN INCOME FD III
+$113.8K
60,455
+38%
减持
FTEC
FIDELITY COVINGTON TRUST
-$112.8K
4,672
-1%
减持
FCOM
FIDELITY COVINGTON TRUST
-$109.7K
4,738
-26%
建仓
ACH
OWENS & MINOR INC NEW
+$107.0K
11,836
建仓
—
TRAEGER INC
+$104.8K
63,525
增持
GOOG
ALPHABET INC
-$95.9K
3,160
+1%
减持
ESGD
ISHARES TR
+$93.5K
18,015
-1%
增持
AMKR
AMKOR TECHNOLOGY INC
-$92.0K
12,241
+0%
增持
MSFT
MICROSOFT CORP
+$90.8K
3,046
+20%
建仓
ADT
ADT INC DEL
+$89.0K
10,910
增持
DFAC
DIMENSIONAL ETF TRUST
+$87.8K
9,717
+44%
减持
VOO
VANGUARD INDEX FDS
-$81.9K
1,638
-5%
减持
IXUS
ISHARES TR
-$78.7K
29,384
-9%
建仓
LAW
CS DISCO INC
+$73.5K
17,620
减持
HYD
VANECK ETF TRUST
-$72.8K
28,721
-3%
建仓
ASYS
AMTECH SYS INC
+$70.9K
14,735
减持
SLV
ISHARES SILVER TR
+$69.8K
71,699
-11%
减持
GLD
SPDR GOLD TR
+$68.5K
1,774
-3%
减持
IEFA
ISHARES TR
+$67.9K
24,653
-4%
减持
XPCQX
PIMCO CALIF MUN INCOME FD
-$63.9K
207,255
-2%
减持
CSCO
CISCO SYS INC
-$62.2K
4,511
-22%
减持
XLK
SELECT SECTOR SPDR TR
-$59.8K
2,106
-2%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$57.3K
14,320
+7%
减持
TBRG
TRUBRIDGE INC
-$57.3K
7,847
-43%
减持
IYZ
ISHARES TR
-$56.4K
12,365
-16%
增持
AMZN
AMAZON COM INC
+$53.0K
3,809
+23%
建仓
AVD
AMERICAN VANGUARD CORP
+$49.0K
11,100
建仓
DCH
AMERICAN AXLE & MFG HLDGS IN
+$47.6K
12,150
减持
IAU
ISHARES GOLD TR
+$45.2K
8,756
-8%
建仓
PBYI
PUMA BIOTECHNOLOGY INC
+$43.1K
14,720
增持
SCZ
ISHARES TR
+$41.2K
10,641
+2%
减持
RING
ISHARES INC
+$38.7K
38,889
-25%
减持
—
CARPARTS COM INC
-$38.2K
126,650
-16%
增持
BOND
PIMCO ETF TR
+$38.0K
5,996
+5%
建仓
OSUR
ORASURE TECHNOLOGIES INC
+$37.8K
11,390
减持
HYMB
SPDR SER TR
-$32.5K
25,055
-4%
增持
MUNI
PIMCO ETF TR
+$31.0K
15,550
+4%
建仓
VRA
VERA BRADLEY INC
+$30.6K
13,605
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$28.4K
1,381
+4%
减持
DFUV
DIMENSIONAL ETF TRUST
-$27.6K
14,303
-5%
减持
CNDT
CONDUENT INC
-$26.7K
14,575
-11%
减持
ACWX
ISHARES TR
+$26.6K
9,585
-1%
建仓
—
E2OPEN PARENT HOLDINGS INC
+$26.1K
12,985
减持
—
MARKETWISE INC
-$24.1K
275,340
-4%
增持
MYPS
PLAYSTUDIOS INC
-$24.0K
49,400
+9%
增持
DFUS
DIMENSIONAL ETF TRUST
+$23.8K
19,909
+7%
减持
IDEV
ISHARES TR
+$21.7K
8,050
-3%
增持
BINC
BLACKROCK ETF TRUST II
+$21.4K
10,423
+4%
减持
—
VIMEO INC
-$21.3K
12,265
-8%
减持
ANGO
ANGIODYNAMICS INC
-$20.7K
17,210
-16%
减持
ARAY
ACCURAY INC
-$18.5K
54,970
-6%
建仓
CERS
CERUS CORP
+$17.8K
12,930
减持
ESGE
ISHARES INC
+$17.8K
10,497
-0%
减持
AMGN
AMGEN INC
+$17.8K
890
-9%
减持
—
PIMCO CALIF MUN INCOME FD II
-$16.3K
218,411
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$15.4K
1,293
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.7K
2,990
-16%
增持
EGHT
8X8 INC NEW
-$13.0K
23,575
+3%
建仓
TRIB
TRINITY BIOTECH PLC
+$10.4K
18,200
减持
TRGP
TARGA RES CORP
-$10.2K
1,400
-15%
减持
SVM
SILVERCORP METALS INC
+$8.7K
16,400
-9%
增持
—
SOLO BRANDS INC
-$8.5K
349,460
+466%
减持
DLS
WISDOMTREE TR
+$8.1K
5,518
-3%
减持
IEMG
ISHARES INC
+$7.7K
10,287
-2%
减持
EMGF
ISHARES INC
-$6.8K
11,307
-5%
增持
SRE
SEMPRA
+$4.7K
5,465
+24%
减持
DGRO
ISHARES TR
+$4.5K
31,247
-0%
减持
—
ASSERTIO HOLDINGS INC
-$4.3K
10,000
-20%
减持
III
INFORMATION SVCS GROUP INC
+$4.0K
38,225
-13%
减持
VOD
VODAFONE GROUP PLC NEW
+$2.3K
10,045
-6%
增持
EGAN
EGAIN CORP
+$1.2K
26,390
+30%
增持
HLLY
HOLLEY INC
-$1.0K
16,540
+15%
增持
EMXC
ISHARES INC
+$873
15,942
+0%
减持
ISCF
ISHARES TR
+$343
49,947
-4%
