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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 28
减持 35
清仓 59
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$7.0M
90,144
+332%
建仓
SCHP
SCHWAB STRATEGIC TR
+$6.7M
250,436
增持
VTIP
VANGUARD MALVERN FDS
+$4.8M
129,955
+284%
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。
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$4.5M
96,686
减持
GOOGL
ALPHABET INC
-$2.4M
20,626
-47%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$2.2M
163,959
+417%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$2.2M
37,884
建仓
BTAL
AGF INVTS TR
+$2.2M
123,129
增持
LTPZ
PIMCO ETF TR
+$1.8M
263,811
+20%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.6M
24,305
-63%
增持
TIP
ISHARES TR
+$1.5M
32,890
+76%
清仓
CNI
CANADIAN NATL RY CO
-$1.5M
0
-100%
减持
AAPL
APPLE INC
-$1.3M
25,141
-14%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$1.3M
0
-100%
建仓
HUM
HUMANA INC
+$1.3M
5,272
减持
AHRT
ARMADA HOFFLER PPTYS INC
-$1.2M
31,219
-84%
清仓
—
EASTERLY GOVT PPTYS INC
-$1.2M
0
-100%
建仓
PEP
PEPSICO INC
+$1.2M
9,175
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
8,871
减持
DOW
DOW INC
-$1.1M
78,286
-15%
建仓
NFLX
NETFLIX INC
+$1.1M
832
建仓
BNL
BROADSTONE NET LEASE INC
+$1.1M
66,612
减持
MSFT
MICROSOFT CORP
-$1.1M
11,448
-36%
清仓
TCPC
BLACKROCK TCP CAPITAL CORP
-$1.1M
0
-100%
清仓
TGTX
TG THERAPEUTICS INC
-$1.1M
0
-100%
清仓
DOCS
DOXIMITY INC
-$1.0M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$1.0M
5,623
建仓
NOW
SERVICENOW INC
+$958.2K
932
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$948.5K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$920.5K
6,410
减持
NVDA
NVIDIA CORPORATION
-$876.9K
29,828
-42%
增持
HOOD
ROBINHOOD MKTS INC
+$874.8K
13,329
+49%
建仓
SNOW
SNOWFLAKE INC
+$872.0K
3,897
增持
BFS
SAUL CTRS INC
+$829.1K
37,757
+196%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$827.6K
8,938
建仓
HR
HEALTHCARE RLTY TR
+$827.1K
52,152
清仓
ALGN
ALIGN TECHNOLOGY INC
-$810.5K
0
-100%
增持
IVV
ISHARES TR
+$777.8K
12,217
+1%
增持
AXON
AXON ENTERPRISE INC
+$771.2K
1,204
+181%
清仓
—
ON HLDG AG
-$766.1K
0
-100%
减持
LLY
ELI LILLY & CO
-$755.4K
2,556
-23%
减持
GBDC
GOLUB CAP BDC INC
-$750.7K
72,995
-39%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$744.7K
29,129
-36%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$739.3K
22,349
-39%
建仓
OKLO
OKLO INC
+$737.6K
13,173
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$727.0K
0
-100%
增持
ADBE
ADOBE INC
+$725.7K
4,704
+65%
减持
SPY
SPDR S&P 500 ETF TR
+$721.7K
22,350
-4%
增持
—
SPOTIFY TECHNOLOGY S A
+$700.0K
1,318
+133%
增持
CHCT
COMMUNITY HEALTHCARE TR INC
+$679.0K
136,431
+56%
减持
VYM
VANGUARD WHITEHALL FDS
-$675.6K
17,568
-25%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$669.7K
96,807
-25%
建仓
—
APELLIS PHARMACEUTICALS INC
+$667.7K
38,572
增持
XLK
SELECT SECTOR SPDR TR
+$637.9K
12,073
+3%
减持
TW
TRADEWEB MKTS INC
-$616.3K
3,937
-51%
减持
SCHG
SCHWAB STRATEGIC TR
+$612.7K
170,568
-2%
增持
GE
GE AEROSPACE
+$585.5K
4,868
+46%
建仓
—
ORION S.A.
+$574.9K
54,802
清仓
GRBK
GREEN BRICK PARTNERS INC
-$533.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$530.0K
0
-100%
建仓
THRM
GENTHERM INC
+$511.6K
18,083
减持
IWV
ISHARES TR
-$505.5K
7,045
-25%
清仓
SAIC
SCIENCE APPLICATIONS INTL CO
-$504.7K
0
-100%
增持
DASH
DOORDASH INC
+$498.0K
5,226
+21%
清仓
FOXA
FOX CORP
-$479.5K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$477.6K
0
-100%
清仓
BALL
BALL CORP
-$475.6K
0
-100%
减持
IEFA
ISHARES TR
-$468.3K
21,756
-28%
增持
—
HILLENBRAND INC
+$455.5K
32,844
+289%
清仓
AVUV
AMERICAN CENTY ETF TR
-$452.9K
0
-100%
减持
AMZN
AMAZON COM INC
+$451.9K
18,895
-3%
清仓
NICE
NICE LTD
-$440.3K
0
-100%
清仓
TPR
TAPESTRY INC
-$437.8K
0
-100%
建仓
FTNT
FORTINET INC
+$437.0K
4,134
建仓
WD
WALKER & DUNLOP INC
+$428.6K
6,081
清仓
GTE
GRAN TIERRA ENERGY INC
-$427.2K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$426.4K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$422.3K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$421.7K
31,187
-9%
清仓
PAYC
PAYCOM SOFTWARE INC
-$420.1K
0
-100%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$418.2K
11,469
-43%
清仓
AUR
AURORA INNOVATION INC
-$413.2K
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$410.4K
4,011
清仓
—
ROYALTY PHARMA PLC
-$389.3K
0
-100%
清仓
CLSE
TRUST FOR PROFESSIONAL MANAG
-$388.3K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$382.6K
17,277
-22%
减持
IWP
ISHARES TR
+$375.4K
20,139
-2%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$374.4K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$369.6K
2,284
+1%
清仓
RLI
RLI CORP
-$342.4K
0
-100%
清仓
URBN
URBAN OUTFITTERS INC
-$340.5K
0
-100%
增持
APP
APPLOVIN CORP
+$325.5K
2,072
+37%
清仓
HEI
HEICO CORP NEW
-$321.2K
0
-100%
增持
TXO
TXO PARTNERS LP
+$309.8K
88,914
+66%
清仓
—
PATRIA INVESTMENTS LIMITED
-$306.6K
0
-100%
清仓
—
TABOOLA.COM LTD
-$303.9K
0
-100%
清仓
MBB
ISHARES TR
-$301.4K
0
-100%
清仓
PINS
PINTEREST INC
-$296.5K
0
-100%
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$295.2K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$288.9K
40,003
+10%
清仓
SHOP
SHOPIFY INC
-$288.0K
0
-100%
清仓
JNK
SPDR SER TR
-$287.9K
0
-100%
清仓
UGI
UGI CORP NEW
-$283.6K
0
-100%
清仓
RFIL
RF INDS LTD
-$274.5K
0
-100%
减持
EEM
ISHARES TR
-$270.6K
24,941
-26%
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$267.4K
11,848
增持
VTI
VANGUARD INDEX FDS
+$256.4K
3,680
+17%
清仓
CNTY
CENTURY CASINOS INC
-$251.8K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$248.8K
2,253
-36%
清仓
BGC
BGC GROUP INC
-$244.5K
0
-100%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$239.8K
11,461
清仓
—
WAVE LIFE SCIENCES LTD
-$238.9K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$235.3K
0
-100%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$231.1K
0
-100%
减持
NET
CLOUDFLARE INC
-$230.9K
5,802
-52%
清仓
—
AFYA LTD
-$229.8K
0
-100%
建仓
CSCO
CISCO SYS INC
+$227.3K
3,276
清仓
IMDX
ONCOCYTE CORP
-$226.4K
0
-100%
清仓
NYF
ISHARES TR
-$225.7K
0
-100%
减持
EWY
ISHARES INC
-$222.5K
15,390
-37%
减持
OEF
ISHARES TR
+$222.4K
7,244
-1%
增持
AOA
ISHARES TR
+$222.2K
13,584
+14%
清仓
VDE
VANGUARD WORLD FD
-$216.4K
0
-100%
减持
AVGO
BROADCOM INC
+$215.3K
4,784
-27%
减持
XLP
SELECT SECTOR SPDR TR
-$213.8K
4,285
-38%
减持
NMFC
NEW MTN FIN CORP
-$210.4K
139,893
-8%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$208.8K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$206.7K
701
增持
IHI
ISHARES TR
+$204.8K
28,702
+8%
建仓
MFC
MANULIFE FINL CORP
+$203.5K
6,367
清仓
DOCU
DOCUSIGN INC
-$201.6K
0
-100%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$200.8K
3,434
-35%
增持
UPS
UNITED PARCEL SERVICE INC
+$199.9K
34,394
+16%
清仓
—
BEYOND AIR INC
-$199.7K
0
-100%
清仓
CVGI
COMMERCIAL VEH GROUP INC
-$198.8K
0
-100%
清仓
DLHC
DLH HLDGS CORP
-$193.7K
0
-100%
清仓
NMRK
NEWMARK GROUP INC
-$186.2K
0
-100%
清仓
RGTI
RIGETTI COMPUTING INC
-$172.9K
0
-100%
减持
IWF
ISHARES TR
-$165.1K
3,503
-23%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$152.0K
27,019
-1%
建仓
SLDB
SOLID BIOSCIENCES INC
+$150.3K
30,855
增持
VBK
VANGUARD INDEX FDS
+$146.2K
5,726
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$142.6K
26,095
+3%
清仓
CTGO
CONTANGO ORE INC
-$142.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$133.5K
2,913
+0%
清仓
VANI
VIVANI MEDICAL INC
-$131.3K
0
-100%
清仓
—
374WATER INC
-$131.1K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
-$127.5K
15,761
+2%
清仓
ACRV
ACRIVON THERAPEUTICS INC
-$114.6K
0
-100%
减持
PWR
QUANTA SVCS INC
+$110.9K
1,611
-18%
