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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 144 项
建仓 22
增持 48
减持 53
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
FBND
FIDELITY MERRIMACK STR TR
-$3.1M
235,927
-21%
建仓
CRM
SALESFORCE INC
+$2.3M
21,727
增持
PYLD
PIMCO ETF TR
+$1.6M
222,949
+40%
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
SLV
ISHARES SILVER TR
-$1.6M
39,105
-40%
增持
MFEM
PIMCO EQUITY SER
+$895.8K
169,057
+17%
减持
QQQ
INVESCO QQQ TR
-$884.0K
2,708
-33%
减持
SYPR
SYPRIS SOLUTIONS INC
+$828.1K
2,133,301
-4%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$811.1K
13,367
减持
MSFT
MICROSOFT CORP
-$735.5K
3,502
-17%
建仓
BILZ
PIMCO ETF TR
+$710.8K
7,061
清仓
ABT
ABBOTT LABS
-$666.5K
0
-100%
增持
MUNI
PIMCO ETF TR
+$628.6K
33,790
+56%
减持
META
META PLATFORMS INC
-$594.4K
772
-51%
增持
DFAI
DIMENSIONAL ETF TRUST
+$575.3K
25,023
+130%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$491.3K
29,406
+97%
增持
FELC
FIDELITY COVINGTON TRUST
+$488.2K
176,956
+13%
清仓
V
VISA INC
-$483.0K
0
-100%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$468.9K
34,198
+22%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$424.9K
0
-100%
减持
DFCF
DIMENSIONAL ETF TRUST
-$422.0K
34,920
-22%
建仓
DIVO
AMPLIFY ETF TR
+$414.8K
9,232
减持
VONE
VANGUARD SCOTTSDALE FDS
-$381.9K
1,029
-54%
增持
GOOGL
ALPHABET INC
+$377.6K
3,072
+79%
增持
MFUS
PIMCO EQUITY SER
+$363.2K
146,339
+1%
清仓
OEF
ISHARES TR
-$362.9K
0
-100%
减持
AMZN
AMAZON COM INC
-$361.5K
4,679
-20%
减持
VTI
VANGUARD INDEX FDS
-$347.8K
1,128
-47%
建仓
BHP
BHP BILLITON LIMITED
+$344.9K
4,689
清仓
MUB
ISHARES TR
-$296.7K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$288.0K
7,537
-19%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$282.0K
5,905
建仓
BP
BP PLC
+$277.4K
6,008
清仓
VUG
VANGUARD INDEX FDS
-$267.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$264.1K
3,476
+87%
增持
PML
PIMCO MUN INCOME FD II
+$263.5K
371,143
+9%
增持
MFDX
PIMCO EQUITY SER
+$260.6K
67,889
+6%
建仓
JNJ
JOHNSON & JOHNSON
+$252.3K
1,033
增持
BOND
PIMCO ETF TR
+$237.9K
9,543
+39%
建仓
PMBS
PIMCO ETF TR
+$237.4K
4,800
清仓
—
HARVARD BIOSCIENCE INC
-$233.3K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$233.1K
0
-100%
清仓
GTO
INVESCO ACTIVELY MANAGED EXC
-$231.2K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$227.7K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$225.1K
0
-100%
清仓
ADBE
ADOBE INC
-$221.9K
0
-100%
建仓
MINO
PIMCO ETF TR
+$221.0K
4,900
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$220.5K
2,716
-10%
增持
LRCX
LAM RESEARCH CORP
+$219.8K
3,969
+3%
增持
AAPL
APPLE INC
+$217.0K
11,481
+15%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$211.6K
2,000
建仓
—
EXXON MOBIL CORP
+$207.1K
1,288
清仓
NATR
NATURES SUNSHINE PRODS INC
-$201.8K
0
-100%
减持
XPCQX
PIMCO CALIF MUN INCOME FD
-$185.5K
403,583
-4%
减持
GDX
VANECK ETF TRUST
+$182.4K
19,070
-1%
减持
PSA
PUBLIC STORAGE OPER CO
-$181.5K
913
-45%
增持
FENI
FIDELITY COVINGTON TRUST
+$175.5K
27,438
+16%
建仓
HCKT
HACKETT GROUP INC
+$175.5K
13,591
增持
ISCF
ISHARES TR
+$171.6K
58,374
+5%
增持
MU
MICRON TECHNOLOGY INC
+$169.1K
1,686
+7%
减持
CMF
ISHARES TR
-$167.8K
14,816
-16%
减持
HYD
VANECK ETF TRUST
-$167.4K
18,967
-14%
清仓
ANGO
ANGIODYNAMICS INC
-$156.1K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$152.6K
3,623
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$138.8K
34,244
+10%
建仓
HBIO
HARVARD BIOSCIENCE INC
+$137.7K
27,052
建仓
RPD
RAPID7 INC
+$136.8K
25,150
清仓
ANIK
ANIKA THERAPEUTICS INC
-$136.4K
0
-100%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$136.1K
29,900
-15%
减持
DFSD
DIMENSIONAL ETF TRUST
-$135.0K
13,855
-17%
减持
COST
COSTCO WHOLESALE CORPORATION
-$123.0K
464
-32%
增持
PLTK
PLAYTIKA HLDG CORP
-$120.3K
101,120
+1%
减持
RGP
RESOURCES CONNECTION INC
-$118.6K
38,530
-25%
减持
RING
ISHARES INC
+$106.0K
21,462
-5%
清仓
—
TRAEGER INC
-$102.6K
0
-100%
清仓
SVM
SILVERCORP METALS INC
-$101.3K
0
-100%
减持
MOD
MODINE MFG CO
+$100.4K
3,005
-30%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$90.8K
2,331
+0%
增持
TRGP
TARGA RES CORP
+$86.4K
1,408
+1%
建仓
HFFG
HF FOODS GROUP INC
+$82.7K
40,515
减持
DFUS
DIMENSIONAL ETF TRUST
-$81.3K
10,692
-6%
减持
IPAC
ISHARES TR
-$78.5K
7,766
-17%
清仓
RLGT
RADIANT LOGISTICS INC
-$78.2K
0
-100%
减持
ZROZ
PIMCO ETF TR
-$70.3K
20,187
-4%
减持
—
CARPARTS COM INC
-$67.3K
32,825
-83%
减持
EGHT
8X8 INC NEW
-$64.1K
28,848
-50%
减持
GOOG
ALPHABET INC
-$62.2K
3,143
-0%
建仓
WIT
WIPRO LTD
+$57.0K
26,995
增持
AVGO
BROADCOM INC
-$55.2K
3,183
+5%
减持
AMKR
AMKOR TECHNOLOGY INC
+$54.2K
10,471
-4%
减持
AVD
AMERICAN VANGUARD CORP
-$51.9K
26,167
-13%
减持
IVV
ISHARES TR
-$51.0K
546
-9%
增持
IEMG
ISHARES INC
+$50.5K
9,912
+3%
清仓
HLLY
HOLLEY INC
-$48.6K
0
-100%
建仓
BTMD
BIOTE CORP
+$44.9K
31,410
减持
TACK
CAPITOL SER TR
-$42.1K
23,156
-7%
减持
SSTI
SOUNDTHINKING INC
-$40.0K
11,401
-20%
建仓
EVH
EVOLENT HEALTH INC
+$38.0K
17,130
清仓
—
NINE ENERGY SERVICE INC
-$37.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$35.4K
741
+3%
减持
IEFA
ISHARES TR
+$34.2K
23,112
-1%
减持
DGRO
ISHARES TR
-$33.9K
27,268
-3%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$33.5K
12,283
+11%
建仓
DH
DEFINITIVE HEALTHCARE CORP
+$33.5K
30,730
增持
LAW
CS DISCO INC
-$32.9K
21,858
+46%
增持
HCAT
HEALTH CATALYST INC
-$32.6K
34,165
+13%
增持
III
INFORMATION SVCS GROUP INC
-$29.8K
28,886
+19%
建仓
SIEB
SIEBERT FINL CORP
+$28.6K
15,800
减持
JBI
JANUS INTERNATIONAL GROUP IN
-$27.3K
15,385
-4%
增持
FMDE
FIDELITY COVINGTON TRUST
+$27.3K
8,021
+11%
增持
ARAY
ACCURAY INC DEL
-$27.2K
182,030
+53%
减持
DFUV
DIMENSIONAL ETF TRUST
+$19.5K
14,364
-1%
增持
FLRG
FIDELITY COVINGTON TRUST
+$18.3K
10,029
+8%
减持
SCZ
ISHARES TR
+$18.1K
9,043
-0%
减持
EMGF
ISHARES INC
-$16.9K
9,498
-8%
清仓
ENSC
ENSYSCE BIOSCIENCES INC
-$16.4K
0
-100%
增持
MYPS
PLAYSTUDIOS INC
-$16.3K
110,800
+6%
增持
VGT
VANGUARD WORLD FD
-$15.8K
369
+1%
减持
KLXE
KLX ENERGY SERVICES HOLDINGS
-$15.3K
11,837
-49%
减持
AVNS
AVANOS MED INC
-$14.1K
26,348
-23%
减持
IYZ
ISHARES TR
+$12.7K
8,365
-11%
建仓
SNYR
SYNERGY CHC CORP
+$12.2K
11,945
减持
ESGE
ISHARES INC
+$11.6K
7,846
-0%
增持
XLK
SELECT SECTOR SPDR TR
-$11.2K
3,064
+4%
减持
EEMS
ISHARES INC
-$10.5K
20,264
-4%
减持
XPER
XPERI INC
-$9.6K
14,140
-8%
增持
TRIB
TRINITY BIOTECH INVT LTD
-$9.4K
107,643
+15%
增持
PBYI
PUMA BIOTECHNOLOGY INC
+$9.1K
10,639
+1%
减持
NEE
NEXTERA ENERGY INC
+$6.5K
4,287
-12%
减持
CERS
CERUS CORP
-$6.3K
12,405
-13%
增持
—
TABOOLA.COM LTD
-$6.2K
19,340
+30%
减持
ESGD
ISHARES TR
+$5.4K
15,920
-2%
增持
DGCB
DIMENSIONAL ETF TRUST
+$4.0K
5,864
+1%
减持
AMGN
AMGEN INC
+$4.0K
732
-6%
增持
ADT
ADT INC DEL
+$3.8K
15,741
+28%
增持
—
AERCAP HOLDINGS NV
+$3.5K
1,463
+5%
增持
JPM
JPMORGAN CHASE & CO
+$3.4K
1,418
+10%
增持
EXFY
EXPENSIFY INC
+$3.2K
64,250
+84%
减持
SBC
SBC MED GROUP HLDGS INC
-$2.8K
14,237
-6%
增持
CNDT
CONDUENT INC
-$2.7K
15,265
+27%
增持
XRX
XEROX HOLDINGS CORP
-$2.0K
19,615
+74%
减持
DLS
WISDOMTREE TR
+$2.0K
5,353
-2%
增持
MYSZ
MY SIZE INC
+$578
27,030
+19%
增持
VOO
VANGUARD INDEX FDS
+$394
1,752
+4%
增持
ACH
ACCENDRA HEALTH INC
-$211
57,710
+13%
