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Code Waechter LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Code Waechter LLC
报告期 2026-03-31 · CIK 0002039212
持仓数
118
前50大市值合计
$142.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
25Q2 调仓
2024-12-31 → 2025-06-30 · 共 129 项
建仓 43
增持 28
减持 25
清仓 33
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$9.7M
96,559
建仓
VB
VANGUARD INDEX FDS
+$8.2M
34,544
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$7.3M
319,425
+110%
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
CALF
PACER FDS TR
-$7.2M
0
-100%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$5.9M
69,170
清仓
COWZ
PACER FDS TR
-$5.6M
0
-100%
清仓
IJS
ISHARES TR
-$5.3M
0
-100%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$5.3M
46,367
清仓
IJT
ISHARES TR
-$4.3M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.9M
477,224
+33%
建仓
BALT
INNOVATOR ETFS TRUST
+$3.0M
93,416
建仓
QDPL
PACER FDS TR
+$2.8M
69,756
清仓
XLE
SELECT SECTOR SPDR TR
-$2.5M
0
-100%
清仓
UGI
UGI CORP NEW
-$1.3M
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
22,156
清仓
NNN
NNN REIT INC
-$1.0M
0
-100%
清仓
NWN
NORTHWEST NAT HLDG CO
-$961.1K
0
-100%
减持
TRP
TC ENERGY CORP
-$936.9K
13,478
-61%
建仓
—
TOTALENERGIES SE
+$902.9K
14,708
清仓
ES
EVERSOURCE ENERGY
-$896.3K
0
-100%
清仓
UHT
UNIVERSAL HEALTH RLTY INCOME
-$871.0K
0
-100%
建仓
NGG
NATIONAL GRID PLC
+$858.7K
11,540
清仓
BEN
FRANKLIN RESOURCES INC
-$857.7K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$804.3K
18,589
清仓
FTS
FORTIS INC
-$777.7K
0
-100%
清仓
NWFL
NORWOOD FINANCIAL CORP
-$758.0K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$757.5K
6,832
增持
DRSK
ETF SER SOLUTIONS
+$717.8K
127,784
+19%
建仓
USB
US BANCORP DEL
+$710.0K
15,691
减持
ENB
ENBRIDGE INC
-$699.3K
20,407
-47%
建仓
XEL
XCEL ENERGY INC
+$633.6K
9,304
建仓
AMGN
AMGEN INC
+$627.4K
2,247
减持
O
REALTY INCOME CORP
-$612.6K
8,820
-58%
建仓
PNC
PNC FINL SVCS GROUP INC
+$598.0K
3,208
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$595.9K
12,873
增持
ABBV
ABBVIE INC
+$575.1K
5,322
+129%
清仓
CNQ
CANADIAN NAT RES LTD
-$572.5K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$565.3K
4,791
清仓
MTB
M & T BK CORP
-$562.5K
0
-100%
清仓
SJM
SMUCKER J M CO
-$553.1K
0
-100%
建仓
—
EXXON MOBIL CORP
+$544.7K
5,053
建仓
TFC
TRUIST FINL CORP
+$536.0K
12,467
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$531.9K
31,736
建仓
PLD
PROLOGIS INC.
+$514.4K
4,893
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$509.2K
0
-100%
建仓
BMO
BANK MONTREAL QUE
+$503.6K
4,552
建仓
PFE
PFIZER INC
+$499.3K
20,600
减持
SCHX
SCHWAB STRATEGIC TR
-$494.2K
187,157
-14%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$477.2K
4,599
清仓
SON
SONOCO PRODS CO
-$459.9K
0
-100%
建仓
T
AT&T INC
+$457.2K
15,799
建仓
—
LYONDELLBASELL INDUSTRIES N
+$439.3K
7,593
清仓
—
MEDTRONIC PLC
-$436.8K
0
-100%
建仓
SO
SOUTHERN CO
+$428.4K
4,665
清仓
BKH
BLACK HILLS CORP
-$415.6K
0
-100%
增持
SNY
SANOFI
+$410.6K
15,182
+127%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$400.7K
0
-100%
清仓
CTBI
COMMUNITY TR BANCORP INC
-$386.0K
0
-100%
增持
USAI
PACER FDS TR
+$379.1K
53,470
+18%
建仓
KVUE
KENVUE INC
+$371.8K
17,766
清仓
WTRG
ESSENTIAL UTILS INC
-$366.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$347.3K
2,725
+21%
增持
META
META PLATFORMS INC
+$345.3K
1,319
+23%
建仓
ETR
ENTERGY CORP NEW
+$345.3K
4,154
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$336.6K
4,635
建仓
PPL
PPL CORP
+$334.8K
9,879
清仓
NEE
NEXTERA ENERGY INC
-$310.7K
0
-100%
清仓
WLY
WILEY JOHN & SONS INC
-$309.3K
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$281.5K
0
-100%
增持
WMB
WILLIAMS COS INC
+$265.0K
9,823
+51%
建仓
NFLX
NETFLIX INC
+$261.1K
195
清仓
BSCT
INVESCO EXCH TRD SLF IDX FD
-$256.7K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$254.9K
2,446
建仓
BTI
BRITISH AMERN TOB PLC
+$253.6K
5,359
建仓
CM
CANADIAN IMPERIAL BK COMM
+$245.8K
3,470
建仓
UPS
UNITED PARCEL SERVICE INC
+$243.5K
2,412
增持
SPY
SPDR S&P 500 ETF TR
+$236.6K
1,415
+30%
建仓
PAYX
PAYCHEX INC
+$235.5K
1,619
增持
MS
MORGAN STANLEY
+$231.7K
4,432
+42%
清仓
GPC
GENUINE PARTS CO
-$228.0K
0
-100%
建仓
CRM
SALESFORCE INC
+$225.5K
827
建仓
UNP
UNION PAC CORP
+$223.4K
971
减持
SCHR
SCHWAB STRATEGIC TR
-$223.1K
212,581
-7%
减持
AVGO
BROADCOM INC
-$222.7K
3,531
-32%
减持
MSFT
MICROSOFT CORP
+$219.0K
4,613
-6%
增持
RTX
RTX CORPORATION
+$217.3K
3,185
+49%
清仓
PII
POLARIS INC
-$214.6K
0
-100%
清仓
IWM
ISHARES TR
-$209.9K
0
-100%
建仓
FE
FIRSTENERGY CORP
+$208.5K
5,180
清仓
SYY
SYSCO CORP
-$207.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$206.2K
5,135
+39%
清仓
IJR
ISHARES TR
-$204.9K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$204.6K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$200.5K
2,707
增持
SCHM
SCHWAB STRATEGIC TR
+$172.9K
148,703
+3%
增持
KO
COCA COLA CO
+$169.6K
6,796
+36%
建仓
FLO
FLOWERS FOODS INC
+$162.1K
10,141
增持
AIG
AMERICAN INTL GROUP INC
+$143.6K
4,107
+44%
增持
SCHA
SCHWAB STRATEGIC TR
+$142.1K
90,079
+9%
增持
LLY
ELI LILLY & CO
+$133.1K
456
+58%
增持
AAPL
APPLE INC
+$132.9K
10,871
+30%
增持
UNH
UNITEDHEALTH GROUP INC
-$111.3K
1,675
+34%
减持
GE
GE AEROSPACE
+$104.7K
1,284
-5%
增持
—
AMCOR PLC
+$104.3K
26,392
+80%
减持
JPM
JPMORGAN CHASE & CO.
+$103.9K
2,806
-5%
减持
HD
HOME DEPOT INC
-$98.4K
744
-22%
减持
GOOG
ALPHABET INC
-$71.6K
2,615
-7%
减持
BX
BLACKSTONE INC
-$59.7K
2,094
-3%
减持
IVV
ISHARES TR
+$56.5K
2,484
-2%
增持
JNJ
JOHNSON & JOHNSON
+$55.5K
4,231
+4%
减持
AMZN
AMAZON COM INC
-$50.9K
3,696
-6%
减持
PM
PHILIP MORRIS INTL INC
+$50.3K
1,895
-23%
减持
—
ACCENTURE PLC IRELAND
-$49.8K
849
-2%
增持
COST
COSTCO WHSL CORP NEW
+$43.5K
429
+3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$41.7K
3,572
+11%
增持
PEP
PEPSICO INC
-$41.6K
2,776
+3%
增持
TSLA
TESLA INC
-$33.7K
831
+13%
减持
SCHD
SCHWAB STRATEGIC TR
-$30.4K
35,175
-0%
增持
CVX
CHEVRON CORP NEW
+$19.4K
5,525
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$18.0K
625
-1%
增持
MCD
MCDONALDS CORP
+$15.6K
983
+5%
减持
MA
MASTERCARD INCORPORATED
+$14.0K
767
-3%
减持
V
VISA INC
+$7.7K
626
-8%
减持
BLK
BLACKROCK INC
-$7.6K
238
-5%
减持
IFLN
INVESCO EXCH TRADED FD TR II
+$3.3K
11,993
-1%
减持
VTI
VANGUARD INDEX FDS
-$3.1K
879
-6%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.5K
58,530
-16%
建仓
ATCH
ATLASCLEAR HOLDINGS INC
+$1.9K
10,000
减持
NVDA
NVIDIA CORPORATION
-$155
4,940
-15%
