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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 138 项
建仓 25
增持 44
减持 51
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
284,492
+13%
减持
CMF
ISHARES TR
-$1.4M
17,345
-59%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$1.3M
4,586
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。
增持
PYLD
PIMCO ETF TR
+$1.3M
101,892
+87%
减持
SYPR
SYPRIS SOLUTIONS INC
+$1.2M
2,256,520
-0%
建仓
HON
HONEYWELL INTL INC
+$944.2K
4,054
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$922.8K
12,210
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$909.6K
5,044
+265%
清仓
QUAL
ISHARES TR
-$906.4K
0
-100%
建仓
KBWP
INVESCO EXCH TRADED FD TR II
+$838.1K
6,823
清仓
GOOGL
ALPHABET INC
-$782.0K
0
-100%
建仓
TACK
CAPITOL SER TR
+$740.4K
26,230
增持
—
PIMCO MUN INCOME FD III
+$735.8K
170,800
+183%
增持
MFDX
PIMCO EQUITY SER
+$718.7K
60,761
+32%
建仓
V
VISA INC
+$713.3K
2,009
增持
FELC
FIDELITY COVINGTON TRUST
+$646.6K
153,685
+3%
增持
BINC
BLACKROCK ETF TRUST II
+$633.9K
22,296
+114%
清仓
BLK
BLACKROCK INC
-$630.1K
0
-100%
增持
MFUS
PIMCO EQUITY SER
+$627.8K
146,331
+2%
增持
XPCQX
PIMCO CALIF MUN INCOME FD
+$625.5K
288,755
+39%
增持
AMZN
AMAZON COM INC
+$524.7K
5,728
+50%
增持
MFEM
PIMCO EQUITY SER
+$520.1K
138,386
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$514.3K
3,504
-27%
建仓
ISRG
INTUITIVE SURGICAL INC
+$498.3K
917
建仓
OLED
UNIVERSAL DISPLAY CORP
+$461.5K
2,988
清仓
CART
MAPLEBEAR INC
-$458.7K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$431.6K
50,653
+25%
增持
ISCF
ISHARES TR
+$417.3K
54,191
+8%
增持
HYD
VANECK ETF TRUST
+$412.5K
37,531
+31%
清仓
SRE
SEMPRA
-$391.1K
0
-100%
清仓
HEGD
LISTED FD TR
-$371.3K
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$363.3K
1,624
建仓
LLY
ELI LILLY & CO
+$333.7K
428
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$299.8K
0
-100%
减持
GDX
VANECK ETF TRUST
-$292.7K
19,455
-32%
减持
RING
ISHARES INC
-$290.9K
27,402
-30%
清仓
CSCO
CISCO SYS INC
-$278.8K
0
-100%
清仓
SMMU
PIMCO ETF TR
-$278.3K
0
-100%
增持
FENI
FIDELITY COVINGTON TRUST
+$262.4K
14,669
+94%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$261.3K
7,559
减持
DFUS
DIMENSIONAL ETF TRUST
-$235.0K
14,535
-27%
增持
GSLC
GOLDMAN SACHS ETF TR
+$227.5K
9,602
+13%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$227.1K
5,570
建仓
FLRG
FIDELITY COVINGTON TRUST
+$224.0K
6,231
建仓
FMDE
FIDELITY COVINGTON TRUST
+$223.1K
6,484
清仓
FHLC
FIDELITY COVINGTON TRUST
-$221.1K
0
-100%
清仓
TBRG
TRUBRIDGE INC
-$213.3K
0
-100%
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$211.6K
4,513
建仓
XLY
SELECT SECTOR SPDR TR
+$209.5K
964
建仓
CRM
SALESFORCE INC
+$207.2K
760
建仓
HSCZ
ISHARES TR
+$201.9K
5,680
建仓
FNDA
SCHWAB STRATEGIC TR
+$200.6K
7,000
建仓
XLF
SELECT SECTOR SPDR TR
+$200.3K
3,824
增持
—
PIMCO CALIF MUN INCOME FD II
+$193.0K
270,311
+24%
增持
META
META PLATFORMS INC
+$188.0K
939
+9%
减持
IXUS
ISHARES TR
+$185.9K
29,041
-1%
减持
COST
COSTCO WHSL CORP NEW
-$168.6K
519
-27%
增持
AAPL
APPLE INC
-$168.0K
9,458
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$167.8K
22,033
+15%
建仓
NATR
NATURES SUNSHINE PRODS INC
+$155.4K
10,505
清仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$145.0K
0
-100%
减持
MUB
ISHARES TR
-$144.3K
1,979
-41%
增持
DFSD
DIMENSIONAL ETF TRUST
+$143.1K
13,813
+26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$139.2K
2,994
+0%
清仓
—
MARKETWISE INC
-$139.0K
0
-100%
增持
MUNI
PIMCO ETF TR
+$117.6K
17,900
+15%
减持
EEMS
ISHARES INC
+$113.6K
20,057
-5%
减持
MSFT
MICROSOFT CORP
+$110.2K
2,562
-16%
减持
SLV
ISHARES SILVER TR
+$108.7K
70,249
-2%
增持
PSA
PUBLIC STORAGE OPER CO
+$105.5K
1,297
+41%
增持
UNH
UNITEDHEALTH GROUP INC
+$98.1K
1,441
+114%
减持
EMXC
ISHARES INC
+$97.5K
15,529
-3%
减持
HD
HOME DEPOT INC
-$95.9K
733
-27%
清仓
VOD
VODAFONE GROUP PLC NEW
-$93.1K
0
-100%
清仓
ADT
ADT INC DEL
-$89.0K
0
-100%
增持
AVNS
AVANOS MED INC
+$85.9K
22,219
+71%
增持
EMGF
ISHARES INC
+$84.1K
11,823
+5%
建仓
XPER
XPERI INC
+$82.5K
10,430
建仓
—
PIMCO MUN INCOME FD
+$79.8K
10,000
建仓
INFU
INFUSYSTEM HLDGS INC
+$76.6K
12,280
减持
BOND
PIMCO ETF TR
-$72.2K
5,226
-13%
减持
IAU
ISHARES GOLD TR
-$67.4K
7,184
-18%
减持
IDEV
ISHARES TR
-$65.4K
6,450
-20%
清仓
—
SOLO BRANDS INC
-$61.9K
0
-100%
建仓
—
BERRY CORP
+$58.5K
21,110
减持
PLTK
PLAYTIKA HLDG CORP
-$49.8K
85,385
-1%
减持
ACWX
ISHARES TR
+$49.6K
9,565
-0%
增持
VTRS
VIATRIS INC
+$48.2K
18,265
+37%
减持
IEMG
ISHARES INC
+$47.1K
10,075
-2%
减持
DLS
WISDOMTREE TR
+$46.9K
5,483
-1%
减持
ANGO
ANGIODYNAMICS INC
-$42.7K
12,455
-28%
增持
DFAC
DIMENSIONAL ETF TRUST
+$41.3K
10,127
+4%
减持
IEFA
ISHARES TR
+$41.3K
22,891
-7%
增持
ACH
OWENS & MINOR INC NEW
+$39.3K
16,076
+36%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
+$38.2K
24,282
-0%
清仓
OSUR
ORASURE TECHNOLOGIES INC
-$37.8K
0
-100%
减持
FNCL
FIDELITY COVINGTON TRUST
-$35.8K
3,325
-18%
减持
JPM
JPMORGAN CHASE & CO.
+$30.8K
1,193
-8%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$29.7K
13,090
-9%
减持
FCOM
FIDELITY COVINGTON TRUST
+$28.2K
4,573
-3%
清仓
—
E2OPEN PARENT HOLDINGS INC
-$26.1K
0
-100%
减持
AMKR
AMKOR TECHNOLOGY INC
+$24.8K
11,741
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$23.7K
1,636
-22%
减持
IPAC
ISHARES TR
-$23.4K
10,765
-12%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$23.0K
39,800
+6%
增持
LAW
CS DISCO INC
+$22.8K
22,025
+25%
减持
III
INFORMATION SVCS GROUP INC
-$22.5K
26,600
-30%
减持
HYMB
SPDR SERIES TRUST
-$20.6K
24,750
-1%
减持
QQQ
INVESCO QQQ TR
+$19.2K
2,393
-13%
减持
IAUM
ISHARES GOLD TR
-$17.9K
8,975
-11%
增持
AMGN
AMGEN INC
-$16.3K
920
+3%
减持
IYZ
ISHARES TR
-$16.2K
10,865
-12%
减持
—
VIMEO INC
-$16.1K
11,915
-3%
减持
ESGD
ISHARES TR
-$15.5K
16,345
-9%
减持
GLD
SPDR GOLD TR
+$15.4K
1,724
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$15.0K
14,278
-0%
增持
EGHT
8X8 INC NEW
+$14.6K
32,005
+36%
增持
VRA
VERA BRADLEY INC
+$14.0K
20,170
+48%
减持
EGAN
EGAIN CORP
+$13.3K
22,520
-15%
增持
AVD
AMERICAN VANGUARD CORP
+$12.2K
15,605
+41%
减持
ESGE
ISHARES INC
-$12.0K
9,097
-13%
减持
VTI
VANGUARD INDEX FDS
-$11.9K
1,740
-11%
增持
ASYS
AMTECH SYS INC
+$10.8K
18,385
+25%
减持
—
TRAEGER INC
-$9.8K
55,570
-13%
增持
—
CARPARTS COM INC
-$9.4K
156,750
+24%
减持
SCZ
ISHARES TR
-$5.8K
9,226
-13%
减持
DCH
AMERICAN AXLE & MFG HLDGS IN
-$4.4K
10,600
-13%
增持
TRIB
TRINITY BIOTECH PLC
+$3.9K
22,000
+21%
减持
MYPS
PLAYSTUDIOS INC
+$3.7K
48,860
-1%
增持
ARAY
ACCURAY INC
-$3.4K
68,970
+25%
减持
SVM
SILVERCORP METALS INC
-$3.3K
14,150
-14%
增持
HLLY
HOLLEY INC
-$2.4K
20,040
+21%
减持
TJX
TJX COS INC NEW
+$2.3K
3,527
-0%
增持
—
HARVARD BIOSCIENCE INC
+$1.4K
106,570
+37%
减持
DGRO
ISHARES TR
+$873
30,122
-4%
增持
CERS
CERUS CORP
+$649
13,115
+1%
减持
PBYI
PUMA BIOTECHNOLOGY INC
-$186
12,520
-15%
增持
CNDT
CONDUENT INC
-$70
14,880
+2%
