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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 109 项
建仓 8
增持 47
减持 47
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VB
VANGUARD INDEX FDS
+$2.6M
42,240
+22%
增持
SGOV
ISHARES TR
+$2.4M
120,427
+25%
增持
BALT
INNOVATOR ETFS TRUST
+$1.3M
131,413
+41%
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
VIOV
VANGUARD ADMIRAL FDS INC
+$962.6K
72,658
+5%
增持
BTI
BRITISH AMERN TOB PLC
+$708.1K
18,820
+251%
减持
SCHG
SCHWAB STRATEGIC TR
+$702.6K
460,885
-3%
增持
NVDA
NVIDIA CORPORATION
+$633.3K
7,853
+59%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$595.9K
0
-100%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$588.7K
287,896
-10%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$537.4K
48,180
+4%
建仓
GSK
GSK PLC
+$531.0K
12,028
减持
AAPL
APPLE INC
+$426.9K
10,725
-1%
增持
AVGO
BROADCOM INC
+$352.3K
3,852
+9%
清仓
ETR
ENTERGY CORP NEW
-$345.3K
0
-100%
增持
ABBV
ABBVIE INC
+$274.7K
5,510
+4%
建仓
LMT
LOCKHEED MARTIN CORP
+$260.2K
515
清仓
—
ACCENTURE PLC IRELAND
-$253.8K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$243.5K
0
-100%
建仓
ORCL
ORACLE CORP
+$238.6K
798
清仓
PAYX
PAYCHEX INC
-$235.5K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$228.7K
2,818
增持
QDPL
PACER FDS TR
+$209.4K
71,218
+2%
增持
FE
FIRSTENERGY CORP
+$208.5K
8,774
+69%
建仓
—
ROYAL CARIBBEAN GROUP
+$206.2K
657
建仓
KMB
KIMBERLY-CLARK CORP
+$205.5K
1,710
建仓
GNRC
GENERAC HLDGS INC
+$202.2K
1,100
建仓
XDIV
ROUNDHILL ETF TRUST
+$201.2K
7,505
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$200.5K
0
-100%
减持
GOOGL
ALPHABET INC
+$196.1K
4,486
-13%
增持
LLY
ELI LILLY & CO
+$188.8K
670
+47%
增持
MSFT
MICROSOFT CORP
+$179.8K
4,818
+4%
减持
—
LYONDELLBASELL INDUSTRIES N
-$176.1K
5,642
-26%
减持
SCHX
SCHWAB STRATEGIC TR
+$171.6K
180,928
-3%
清仓
FLO
FLOWERS FOODS INC
-$162.1K
0
-100%
减持
GOOG
ALPHABET INC
+$161.0K
2,538
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$158.7K
1,011
-40%
减持
SCHM
SCHWAB STRATEGIC TR
+$152.5K
145,381
-2%
减持
AIG
AMERICAN INTL GROUP INC
-$143.2K
2,513
-39%
增持
XEL
XCEL ENERGY INC
+$139.2K
9,559
+3%
减持
META
META PLATFORMS INC
-$133.1K
1,186
-10%
增持
—
EXXON MOBIL CORP
+$131.5K
6,022
+19%
增持
PNC
PNC FINL SVCS GROUP INC
+$112.3K
3,744
+17%
减持
KO
COCA COLA CO
-$111.7K
5,467
-20%
减持
IVV
ISHARES TR
+$107.4K
2,479
-0%
减持
T
AT&T INC
-$103.3K
13,546
-14%
减持
JNJ
JOHNSON & JOHNSON
+$102.0K
3,921
-7%
减持
GILD
GILEAD SCIENCES INC
-$99.3K
5,555
-19%
减持
KVUE
KENVUE INC
-$99.3K
16,876
-5%
增持
TSLA
TESLA INC
+$93.6K
833
+0%
减持
SCHR
SCHWAB STRATEGIC TR
-$90.3K
207,071
-3%
减持
—
TOTALENERGIES SE
-$82.8K
14,053
-4%
增持
GE
GE AEROSPACE
+$82.4K
1,376
+7%
增持
IAU
ISHARES GOLD TR
+$80.2K
4,424
+4%
增持
PEP
PEPSICO INC
+$76.6K
2,924
+5%
增持
FDVV
FIDELITY COVINGTON TRUST
+$74.8K
21,969
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$72.0K
18,060
-3%
增持
USAI
PACER FDS TR
-$69.4K
55,859
+4%
增持
AMGN
AMGEN INC
+$68.7K
2,369
+5%
增持
DVY
ISHARES TR
+$68.6K
7,120
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$67.4K
1,422
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$62.9K
4,562
-1%
减持
BMO
BANK MONTREAL QUE
+$60.0K
4,411
-3%
减持
MS
MORGAN STANLEY
+$59.5K
4,402
-1%
减持
PM
PHILIP MORRIS INTL INC
-$58.3K
1,803
-5%
增持
PFE
PFIZER INC
+$52.6K
22,511
+9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$51.7K
21,235
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$50.9K
4,821
+1%
增持
TRP
TC ENERGY CORP
+$49.1K
13,572
+1%
增持
PPL
PPL CORP
+$43.4K
9,989
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
-$43.3K
3,794
+6%
减持
ENB
ENBRIDGE INC
+$42.3K
20,352
-0%
减持
SO
SOUTHERN CO
-$41.0K
3,886
-17%
增持
VTI
VANGUARD INDEX FDS
+$37.7K
932
+6%
增持
MUB
ISHARES TR
+$36.9K
9,454
+1%
增持
IJH
ISHARES TR
+$34.2K
8,455
+2%
增持
NGG
NATIONAL GRID PLC
+$33.7K
12,019
+4%
减持
PLD
PROLOGIS INC.
+$33.2K
4,743
-3%
增持
WEC
WEC ENERGY GROUP INC
+$33.2K
2,473
+1%
减持
BLK
BLACKROCK INC
+$32.1K
236
-1%
增持
SPYD
SPDR SERIES TRUST
+$29.9K
20,513
+1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$29.1K
18,361
+1%
减持
—
AMCOR PLC
-$28.8K
26,388
-0%
减持
BX
BLACKSTONE INC
+$26.2K
2,070
-1%
减持
RTX
RTX CORPORATION
+$23.8K
3,067
-4%
增持
MLN
VANECK ETF TRUST
+$23.1K
24,739
+1%
增持
O
REALTY INCOME CORP
+$22.4K
9,016
+2%
减持
CVX
CHEVRON CORP NEW
+$21.7K
5,334
-3%
减持
CM
CANADIAN IMPERIAL BANK OF CO
+$21.2K
3,320
-4%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$21.1K
4,203
-9%
增持
TFC
TRUIST FINL CORP
+$21.1K
12,681
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$20.9K
2,762
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$20.3K
54,572
-7%
减持
COST
COSTCO WHSL CORP NEW
-$19.6K
428
-0%
减持
DRSK
ETF SER SOLUTIONS
-$19.1K
124,903
-2%
减持
USB
US BANCORP DEL
+$18.7K
15,475
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.5K
35,341
+0%
增持
AMZN
AMAZON COM INC
+$17.0K
3,826
+4%
增持
CRM
SALESFORCE INC
-$16.7K
871
+5%
减持
UNP
UNION PAC CORP
-$11.5K
933
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$10.3K
80,621
-10%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$10.1K
31,931
+1%
减持
V
VISA INC
-$8.7K
613
-2%
增持
SUB
ISHARES TR
+$8.0K
5,945
+1%
减持
MCD
MCDONALDS CORP
+$7.0K
966
-2%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$6.6K
12,297
+3%
减持
SNY
SANOFI SA
-$5.4K
14,792
-3%
增持
WMB
WILLIAMS COS INC
-$3.9K
9,831
+0%
减持
MA
MASTERCARD INCORPORATED
+$3.5K
765
-0%
减持
HD
HOME DEPOT INC
+$563
705
-5%
