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WEALTHEDGE INVESTMENT ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WEALTHEDGE INVESTMENT ADVISORS, LLC
报告期 2026-03-31 · CIK 0002058455
持仓数
141
前50大市值合计
$217.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 39
增持 39
减持 37
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$5.0M
39,076
+630%
增持
LTPZ
PIMCO ETF TR
+$4.4M
219,752
+50%
建仓
QCOM
QUALCOMM INC
+$3.4M
22,254
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
MSFT
MICROSOFT CORP
+$3.3M
18,013
+121%
减持
EEM
ISHARES TR
-$3.2M
33,723
-70%
清仓
CVS
CVS HEALTH CORP
-$2.5M
0
-100%
减持
AVGO
BROADCOM INC
-$2.5M
6,591
-57%
减持
SPY
SPDR S&P 500 ETF TR
-$2.4M
23,395
-12%
增持
DOW
DOW INC
+$2.0M
91,787
+218%
清仓
NOW
SERVICENOW INC
-$2.0M
0
-100%
清仓
TSLA
TESLA INC
-$1.9M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.7M
66,490
+159%
清仓
NTR
NUTRIEN LTD
-$1.5M
0
-100%
减持
AAPL
APPLE INC
-$1.5M
29,194
-8%
减持
AXON
AXON ENTERPRISE INC
-$1.5M
429
-85%
减持
IEFA
ISHARES TR
-$1.4M
30,199
-43%
减持
AMZN
AMAZON COM INC
-$1.4M
19,413
-17%
清仓
ANET
ARISTA NETWORKS INC
-$1.4M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.3M
1,879
-56%
减持
IWM
ISHARES TR
-$1.3M
22,729
-14%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.3M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$1.2M
34,351
-19%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
174,506
-12%
建仓
ADBE
ADOBE INC
+$1.1M
2,853
减持
DIS
DISNEY WALT CO
-$1.1M
2,886
-76%
增持
NMFC
NEW MTN FIN CORP
+$1.1M
152,878
+183%
建仓
TCPC
BLACKROCK TCP CAPITAL CORP
+$1.1M
133,023
建仓
TGTX
TG THERAPEUTICS INC
+$1.1M
26,895
减持
VO
VANGUARD INDEX FDS
-$1.1M
24,299
-13%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$1.0M
129,692
+110%
增持
GBDC
GOLUB CAP BDC INC
+$1.0M
120,216
+124%
清仓
ECH
ISHARES INC
-$992.5K
0
-100%
减持
IWV
ISHARES TR
-$935.7K
9,377
-20%
增持
AHRT
ARMADA HOFFLER PPTYS INC
+$880.1K
190,886
+253%
减持
XLP
SELECT SECTOR SPDR TR
-$870.2K
6,866
-62%
减持
PANW
PALO ALTO NETWORKS INC
-$866.5K
1,379
-77%
建仓
DASH
DOORDASH INC
+$790.3K
4,324
减持
—
ON HLDG AG
-$789.9K
17,442
-39%
减持
IWP
ISHARES TR
-$762.5K
20,576
-18%
清仓
ABEV
AMBEV SA
-$750.7K
0
-100%
建仓
CHDN
CHURCHILL DOWNS INC
+$736.7K
6,633
增持
XLV
SELECT SECTOR SPDR TR
+$707.3K
15,423
+37%
增持
—
EASTERLY GOVT PPTYS INC
+$701.4K
114,472
+154%
增持
IHI
ISHARES TR
+$670.6K
26,468
+67%
建仓
GE
GE AEROSPACE
+$667.6K
3,335
清仓
PDD
PDD HOLDINGS INC
-$665.9K
0
-100%
减持
CNI
CANADIAN NATL RY CO
-$660.2K
15,780
-27%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$657.2K
29,956
-41%
增持
SGOV
ISHARES TR
+$640.5K
20,848
+43%
清仓
VRT
VERTIV HOLDINGS CO
-$639.1K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$638.7K
36,259
+50%
增持
CHCT
COMMUNITY HEALTHCARE TR INC
+$636.8K
87,546
+76%
减持
VBK
VANGUARD INDEX FDS
-$625.9K
5,718
-22%
增持
TIP
ISHARES TR
+$622.8K
18,687
+37%
清仓
TTD
THE TRADE DESK INC
-$590.8K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$581.0K
25,216
+36%
增持
NET
CLOUDFLARE INC
+$572.8K
12,132
+64%
增持
TW
TRADEWEB MKTS INC
+$564.7K
8,034
+67%
增持
JAAA
JANUS DETROIT STR TR
+$545.5K
91,820
+13%
增持
XLK
SELECT SECTOR SPDR TR
+$505.4K
11,718
+42%
清仓
BSM
BLACK STONE MINERALS L P
-$505.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$504.1K
29,747
+36%
建仓
PWR
QUANTA SVCS INC
+$498.2K
1,960
减持
APP
APPLOVIN CORP
-$489.4K
1,509
-45%
建仓
FOXA
FOX CORP
+$479.5K
8,472
建仓
BALL
BALL CORP
+$475.6K
9,134
清仓
AFRM
AFFIRM HLDGS INC
-$468.3K
0
-100%
建仓
BFS
SAUL CTRS INC
+$459.9K
12,750
建仓
AVUV
AMERICAN CENTY ETF TR
+$452.9K
5,196
增持
ALGN
ALIGN TECHNOLOGY INC
+$443.7K
5,102
+190%
增持
MRTN
MARTEN TRANS LTD
+$443.6K
51,746
+203%
清仓
SQ
BLOCK INC
-$443.2K
0
-100%
建仓
NICE
NICE LTD
+$440.3K
2,856
清仓
LKQ
LKQ CORP
-$439.9K
0
-100%
建仓
TPR
TAPESTRY INC
+$437.8K
6,218
建仓
CRL
CHARLES RIV LABS INTL INC
+$426.4K
2,833
增持
SHY
ISHARES TR
+$425.2K
34,446
+16%
建仓
COIN
COINBASE GLOBAL INC
+$422.3K
2,452
建仓
PAYC
PAYCOM SOFTWARE INC
+$420.1K
1,923
建仓
DMLP
DORCHESTER MINERALS LP
+$416.2K
13,835
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$415.1K
2,701
+22%
建仓
AUR
AURORA INNOVATION INC
+$413.2K
61,437
清仓
IOT
SAMSARA INC
-$398.0K
0
-100%
减持
AGG
ISHARES TR
-$397.6K
5,348
-44%
清仓
EC
ECOPETROL S A
-$397.4K
0
-100%
建仓
—
ROYALTY PHARMA PLC
+$389.3K
12,504
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$376.5K
5,266
-39%
建仓
HOOD
ROBINHOOD MKTS INC
+$373.2K
8,967
增持
LLY
ELI LILLY & CO
+$368.5K
3,327
+8%
增持
HTLD
HEARTLAND EXPRESS INC
+$368.1K
73,645
+166%
清仓
ALAB
ASTERA LABS INC
-$351.0K
0
-100%
减持
IVV
ISHARES TR
-$345.5K
12,116
-0%
建仓
RLI
RLI CORP
+$342.4K
4,262
建仓
URBN
URBAN OUTFITTERS INC
+$340.5K
6,498
清仓
BIDU
BAIDU INC
-$336.6K
0
-100%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$333.2K
20,205
-25%
增持
GRBK
GREEN BRICK PARTNERS INC
+$332.7K
9,141
+158%
减持
IWF
ISHARES TR
-$328.3K
4,577
-7%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$324.3K
45,726
-17%
建仓
HEI
HEICO CORP NEW
+$321.2K
1,202
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$317.1K
18,010
+64%
清仓
LKFT
GALAPAGOS NV
-$310.8K
0
-100%
建仓
—
PATRIA INVESTMENTS LIMITED
+$306.6K
27,155
减持
META
META PLATFORMS INC
-$305.5K
3,574
-12%
建仓
—
TABOOLA.COM LTD
+$303.9K
103,006
建仓
PINS
PINTEREST INC
+$296.5K
9,564
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$295.2K
12,172
清仓
WM
WASTE MGMT INC DEL
-$295.1K
0
-100%
建仓
SHOP
SHOPIFY INC
+$288.0K
3,016
清仓
AMAT
APPLIED MATLS INC
-$272.7K
0
-100%
清仓
AUBN
AUBURN NATL BANCORP
-$272.0K
0
-100%
增持
BIIB
BIOGEN INC
+$264.8K
3,873
+123%
清仓
LMT
LOCKHEED MARTIN CORP
-$264.6K
0
-100%
清仓
BCH
BANCO DE CHILE
-$263.5K
0
-100%
清仓
UBCP
UNITED BANCORP INC OHIO
-$257.9K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$242.7K
2,194
清仓
OI
O-I GLASS INC
-$241.0K
0
-100%
建仓
—
WAVE LIFE SCIENCES LTD
+$238.9K
29,572
清仓
GPC
GENUINE PARTS CO
-$235.3K
0
-100%
建仓
VAC
MARRIOTT VACATIONS WORLDWIDE
+$231.1K
3,598
建仓
—
AFYA LTD
+$229.8K
12,819
清仓
MMS
MAXIMUS INC
-$222.5K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$221.2K
33,822
+12%
清仓
CFG
CITIZENS FINL GROUP INC
-$214.5K
0
-100%
清仓
LYFT
LYFT INC
-$213.1K
0
-100%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$209.6K
36,857
-8%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$208.8K
17,953
清仓
PFE
PFIZER INC
-$206.5K
0
-100%
清仓
—
EATON CORP PLC
-$206.4K
0
-100%
清仓
PSX
PHILLIPS 66
-$204.9K
0
-100%
清仓
FRD
FRIEDMAN INDS INC
-$204.5K
0
-100%
增持
DOCS
DOXIMITY INC
+$203.9K
17,745
+15%
减持
UGI
UGI CORP NEW
-$203.8K
8,576
-50%
建仓
—
HILLENBRAND INC
+$203.7K
8,439
建仓
DOCU
DOCUSIGN INC
+$201.6K
2,477
减持
VB
VANGUARD INDEX FDS
-$195.9K
3,530
-13%
减持
COST
COSTCO WHSL CORP NEW
-$195.3K
272
-45%
增持
RFIL
RF INDS LTD
+$190.1K
58,537
+171%
增持
NVDA
NVIDIA CORPORATION
-$174.7K
51,573
+20%
建仓
RGTI
RIGETTI COMPUTING INC
+$172.9K
21,829
增持
DOC
HEALTHPEAK PROPERTIES INC
+$162.1K
31,685
+34%
减持
MBB
ISHARES TR
-$162.0K
3,213
-36%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$158.9K
12,494
-16%
减持
OEF
ISHARES TR
-$149.7K
7,320
-1%
建仓
CTGO
CONTANGO ORE INC
+$142.4K
13,948
减持
TXO
TXO PARTNERS LP
-$142.0K
53,624
-23%
增持
CNTY
CENTURY CASINOS INC
+$139.8K
149,014
+331%
增持
CULP
CULP INC
+$133.6K
54,045
+132%
增持
VWOB
VANGUARD WHITEHALL FDS
+$133.2K
5,832
+53%
建仓
FF
FUTUREFUEL CORP
+$120.9K
30,996
