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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 148 项
建仓 19
增持 54
减持 57
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SLV
ISHARES SILVER TR
+$1.3M
65,560
-5%
增持
QQQ
INVESCO QQQ TR
+$919.3K
4,015
+56%
增持
PYLD
PIMCO ETF TR
+$831.0K
159,412
+25%
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
PML
PIMCO MUN INCOME FD II
-$694.0K
339,643
-17%
建仓
ABT
ABBOTT LABS
+$666.5K
5,320
减持
SYPR
SYPRIS SOLUTIONS INC
+$637.3K
2,222,306
-1%
清仓
COIN
COINBASE GLOBAL INC
-$581.5K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$573.6K
0
-100%
减持
FBND
FIDELITY MERRIMACK STR TR
-$514.5K
300,251
-3%
减持
DFCF
DIMENSIONAL ETF TRUST
-$482.1K
44,574
-20%
清仓
COF
CAPITAL ONE FINL CORP
-$466.3K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$445.2K
0
-100%
清仓
NFLX
NETFLIX INC
-$405.2K
0
-100%
清仓
LLY
ELI LILLY & CO
-$388.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$377.1K
4,196
+32%
建仓
NVDA
NVIDIA CORPORATION
+$346.9K
1,860
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$345.1K
0
-100%
增持
META
META PLATFORMS INC
+$334.4K
1,578
+64%
减持
XPCQX
PIMCO CALIF MUN INCOME FD
-$333.8K
418,355
-8%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$313.9K
5,787
清仓
IAUM
ISHARES GOLD TR
-$297.2K
0
-100%
建仓
MUB
ISHARES TR
+$296.7K
2,770
增持
BINC
BLACKROCK ETF TRUST II
+$296.2K
31,011
+23%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$281.3K
5,947
-36%
清仓
XLF
SELECT SECTOR SPDR TR
-$274.4K
0
-100%
增持
GOOGL
ALPHABET INC
+$265.8K
1,712
+54%
清仓
—
SEMRUSH HLDGS INC
-$263.8K
0
-100%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$253.8K
0
-100%
增持
AAPL
APPLE INC
+$247.1K
9,997
+3%
清仓
KBWP
INVESCO EXCH TRADED FD TR II
-$247.0K
0
-100%
增持
GOOG
ALPHABET INC
+$233.1K
3,152
+2%
增持
FELC
FIDELITY COVINGTON TRUST
+$228.8K
156,702
+2%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$225.1K
5,526
增持
BOND
PIMCO ETF TR
+$220.5K
6,878
+53%
建仓
VTV
VANGUARD INDEX FDS
+$210.1K
1,100
减持
TACK
CAPITOL SER TR
-$210.1K
24,985
-22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$209.9K
2,320
+31%
增持
MFEM
PIMCO EQUITY SER
+$205.7K
144,180
+4%
减持
HYD
VANECK ETF TRUST
-$203.9K
21,967
-16%
建仓
—
AERCAP HOLDINGS NV
+$201.3K
1,400
清仓
FCPI
FIDELITY COVINGTON TRUST
-$200.9K
0
-100%
增持
AMZN
AMAZON COM INC
+$197.4K
5,835
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$193.6K
3,705
+6%
增持
MU
MICRON TECHNOLOGY INC
+$192.6K
1,581
+2%
减持
V
VISA INC
-$185.8K
1,377
-30%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$179.5K
14,901
+49%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$178.7K
28,074
+11%
减持
DFUS
DIMENSIONAL ETF TRUST
-$178.4K
11,397
-19%
增持
FENI
FIDELITY COVINGTON TRUST
+$178.1K
23,645
+21%
增持
LRCX
LAM RESEARCH CORP
+$159.1K
3,863
+3%
清仓
EGAN
EGAIN CORP
-$157.1K
0
-100%
减持
MUNI
PIMCO ETF TR
-$145.4K
21,615
-12%
清仓
VTRS
VIATRIS INC
-$138.0K
0
-100%
增持
AVGO
BROADCOM INC
+$135.4K
3,043
+9%
减持
AMKR
AMKOR TECHNOLOGY INC
+$119.5K
10,958
-1%
建仓
SSTI
SOUNDTHINKING INC
+$114.6K
14,275
减持
VFH
VANGUARD WORLD FD
-$114.4K
4,270
-18%
增持
—
HARVARD BIOSCIENCE INC
+$112.5K
348,800
+27%
减持
COST
COSTCO WHSL CORP NEW
-$112.4K
679
-10%
减持
MOD
MODINE MFG CO
-$108.0K
4,267
-10%
减持
RING
ISHARES INC
-$106.0K
22,640
-17%
建仓
JBI
JANUS INTERNATIONAL GROUP IN
+$105.1K
16,075
减持
IPAC
ISHARES TR
-$104.9K
9,365
-13%
增持
RGP
RESOURCES CONNECTION INC
+$102.8K
51,435
+66%
建仓
ADT
ADT INC DEL
+$99.3K
12,308
清仓
ASYS
AMTECH SYS INC
-$94.9K
0
-100%
增持
ISCF
ISHARES TR
+$92.5K
55,757
+3%
增持
MFDX
PIMCO EQUITY SER
+$88.9K
64,294
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$87.1K
6,872
-26%
建仓
RLGT
RADIANT LOGISTICS INC
+$78.2K
12,350
增持
DFUV
DIMENSIONAL ETF TRUST
+$75.4K
14,565
+8%
建仓
—
TABOOLA.COM LTD
+$68.6K
14,889
减持
CMF
ISHARES TR
-$67.9K
17,586
-7%
建仓
SBC
SBC MED GROUP HLDGS INC
+$65.4K
15,180
建仓
PBYI
PUMA BIOTECHNOLOGY INC
+$62.8K
10,560
减持
DGRO
ISHARES TR
-$61.7K
28,063
-5%
增持
TRIB
TRINITY BIOTECH PLC
+$61.3K
93,300
+678%
减持
HON
HONEYWELL INTL INC
-$60.9K
1,195
-14%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$57.8K
2,226
+7%
增持
VOO
VANGUARD INDEX FDS
+$55.4K
1,682
+3%
减持
ADBE
ADOBE INC
-$54.7K
634
-19%
增持
PSA
PUBLIC STORAGE OPER CO
+$51.3K
1,671
+26%
清仓
VRA
VERA BRADLEY INC
-$47.1K
0
-100%
建仓
KLXE
KLX ENERGY SERVICS HOLDNGS I
+$43.8K
23,200
减持
IAU
ISHARES GOLD TR
-$41.9K
5,924
-18%
增持
FLRG
FIDELITY COVINGTON TRUST
+$40.8K
9,299
+15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$40.7K
10,867
+6%
减持
NATR
NATURES SUNSHINE PRODS INC
+$39.2K
9,350
-11%
增持
JPM
JPMORGAN CHASE & CO.
+$37.5K
1,290
+8%
建仓
—
NINE ENERGY SERVICE INC
+$37.3K
108,000
增持
OEF
ISHARES TR
+$36.0K
1,058
+8%
增持
ANIK
ANIKA THERAPEUTICS INC
+$34.5K
14,193
+31%
减持
IEFA
ISHARES TR
+$34.3K
23,363
-1%
减持
EMXC
ISHARES INC
+$34.0K
14,410
-4%
减持
FTEC
FIDELITY COVINGTON TRUST
-$33.3K
4,472
-4%
减持
IYZ
ISHARES TR
-$33.0K
9,365
-14%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$32.4K
35,300
+3%
增持
ARAY
ACCURAY INC
-$31.3K
118,855
+53%
减持
MFUS
PIMCO EQUITY SER
-$29.7K
144,982
-1%
减持
AMGN
AMGEN INC
+$28.9K
778
-3%
增持
EGHT
8X8 INC NEW
+$27.7K
58,010
+42%
增持
AVD
AMERICAN VANGUARD CORP
+$27.5K
30,230
+97%
建仓
XRX
XEROX HOLDINGS CORP
+$26.8K
11,290
增持
ACH
OWENS & MINOR INC NEW
+$24.5K
51,190
+107%
减持
XPER
XPERI INC
-$23.8K
15,300
-13%
减持
ESGD
ISHARES TR
+$23.1K
16,225
-1%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$21.1K
11,100
+7%
减持
GDX
VANECK ETF TRUST
-$19.7K
19,220
-12%
建仓
MYSZ
MY SIZE INC
+$17.2K
22,735
减持
ANGO
ANGIODYNAMICS INC
+$16.9K
12,155
-2%
建仓
ENSC
ENSYSCE BIOSCIENCES INC
+$16.4K
17,850
增持
IEMG
ISHARES INC
+$16.0K
9,612
+1%
减持
CNDT
CONDUENT INC
-$15.8K
12,005
-14%
减持
ESGE
ISHARES INC
-$14.7K
7,872
-6%
增持
HCAT
HEALTH CATALYST INC
+$13.7K
30,235
+47%
增持
ZROZ
PIMCO ETF TR
+$13.6K
20,960
+7%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$13.3K
4,875
+6%
减持
SVM
SILVERCORP METALS INC
+$11.9K
12,150
-14%
增持
MYPS
PLAYSTUDIOS INC
-$11.0K
104,900
+27%
增持
—
CARPARTS COM INC
-$10.7K
188,500
+28%
减持
EMGF
ISHARES INC
+$9.7K
10,328
-1%
清仓
—
ASSERTIO HOLDINGS INC
-$8.8K
0
-100%
减持
IVV
ISHARES TR
+$8.1K
599
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$8.0K
2,949
+100%
减持
PLTK
PLAYTIKA HLDG CORP
-$7.5K
100,605
-3%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$7.5K
10,755
-1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$7.3K
16,648
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.8K
3,024
-0%
减持
HLLY
HOLLEY INC
-$6.7K
11,765
-33%
减持
IXUS
ISHARES TR
+$6.5K
28,278
-2%
减持
CERS
CERUS CORP
+$6.1K
14,295
-3%
减持
DLS
WISDOMTREE TR
+$5.8K
5,453
-1%
减持
LAW
CS DISCO INC
+$5.5K
14,945
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.5K
1,584
-3%
减持
III
INFORMATION SVCS GROUP INC
-$4.2K
24,350
-3%
增持
AVNS
AVANOS MED INC
-$4.1K
34,312
+2%
增持
EXFY
EXPENSIFY INC
-$3.7K
34,940
+14%
增持
—
TRAEGER INC
+$3.4K
95,000
+17%
增持
XLY
SELECT SECTOR SPDR TR
-$3.3K
1,907
+98%
减持
NEE
NEXTERA ENERGY INC
+$3.3K
4,877
-5%
减持
VTI
VANGUARD INDEX FDS
-$2.8K
2,125
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$2.6K
9,356
-2%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.7K
23,818
-2%
减持
VUG
VANGUARD INDEX FDS
+$1.7K
549
-1%
减持
SCZ
ISHARES TR
-$1.5K
9,060
-1%
减持
FMDE
FIDELITY COVINGTON TRUST
+$1.3K
7,258
-0%
增持
EEMS
ISHARES INC
-$1.3K
21,104
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$609
722
+4%
