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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 63
减持 33
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
BTAL
AGF INVTS TR
+$6.1M
517,257
+320%
减持
VTIP
VANGUARD MALVERN FDS
-$3.6M
57,909
-55%
减持
SGOV
ISHARES TR
-$3.5M
54,895
-39%
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
RLI
RLI CORP
+$3.3M
50,952
增持
EEM
ISHARES TR
+$3.0M
78,492
+215%
增持
MSFT
MICROSOFT CORP
+$2.8M
16,476
+44%
增持
META
META PLATFORMS INC
+$2.8M
6,609
+140%
增持
IEFA
ISHARES TR
+$2.7M
52,223
+140%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$2.7M
8,439
清仓
—
LYONDELLBASELL INDUSTRIES N
-$2.2M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$2.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
36,179
+21%
清仓
IHI
ISHARES TR
-$1.8M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.8M
5,147
增持
V
VISA INC
+$1.8M
7,710
+213%
减持
TIP
ISHARES TR
-$1.7M
17,073
-48%
增持
GLD
SPDR GOLD TR
+$1.7M
9,788
+64%
增持
JAAA
JANUS DETROIT STR TR
+$1.6M
122,244
+33%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
25,514
+62%
清仓
HUM
HUMANA INC
-$1.3M
0
-100%
增持
AAPL
APPLE INC
+$1.3M
25,300
+1%
清仓
PEP
PEPSICO INC
-$1.2M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
61,158
+53%
增持
TXO
TXO PARTNERS LP
+$1.2M
177,906
+100%
增持
ANET
ARISTA NETWORKS INC
+$1.2M
10,778
+169%
清仓
EWY
ISHARES INC
-$1.1M
0
-100%
建仓
EMN
EASTMAN CHEM CO
+$1.1M
17,162
建仓
COP
CONOCOPHILLIPS
+$1.1M
11,373
清仓
GBDC
GOLUB CAP BDC INC
-$1.1M
0
-100%
清仓
BNL
BROADSTONE NET LEASE INC
-$1.1M
0
-100%
建仓
SJCP
MANAGER DIRECTED PORTFOLIOS
+$1.1M
42,280
清仓
AMAT
APPLIED MATLS INC
-$1.0M
0
-100%
建仓
TSLA
TESLA INC
+$993.5K
2,234
增持
UPS
UNITED PARCEL SERVICE INC
+$989.0K
53,403
+55%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$965.4K
2,465
清仓
NOW
SERVICENOW INC
-$958.2K
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$920.5K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$855.0K
7,813
-35%
清仓
HR
HEALTHCARE RLTY TR
-$827.1K
0
-100%
清仓
CHDN
CHURCHILL DOWNS INC
-$824.1K
0
-100%
清仓
HTLD
HEARTLAND EXPRESS INC
-$774.7K
0
-100%
建仓
CLS
CELESTICA INC
+$745.5K
3,026
清仓
OKLO
OKLO INC
-$737.6K
0
-100%
建仓
MSTR
STRATEGY INC
+$731.1K
2,269
建仓
CNI
CANADIAN NATL RY CO
+$729.1K
7,732
建仓
SJLD
MANAGER DIRECTED PORTFOLIOS
+$728.4K
28,751
建仓
ORCL
ORACLE CORP
+$724.8K
2,577
减持
AMZN
AMAZON COM INC
-$708.4K
15,653
-17%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$697.4K
0
-100%
增持
IWM
ISHARES TR
+$693.0K
21,617
+3%
减持
APP
APPLOVIN CORP
+$679.4K
1,955
-6%
增持
HOOD
ROBINHOOD MKTS INC
+$668.8K
13,387
+0%
清仓
—
APELLIS PHARMACEUTICALS INC
-$667.7K
0
-100%
清仓
—
HILLENBRAND INC
-$659.2K
0
-100%
减持
LLY
ELI LILLY & CO
-$638.1K
1,775
-31%
减持
SPY
SPDR S&P 500 ETF TR
+$621.7K
21,662
-3%
减持
IVV
ISHARES TR
+$587.8K
12,212
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$582.4K
112,152
+16%
增持
BFS
SAUL CTRS INC
+$577.3K
58,560
+55%
清仓
TW
TRADEWEB MKTS INC
-$576.4K
0
-100%
建仓
SON
SONOCO PRODS CO
+$562.2K
13,046
增持
SCHG
SCHWAB STRATEGIC TR
+$556.6K
173,579
+2%
减持
NMFC
NEW MTN FIN CORP
-$548.3K
96,218
-31%
增持
VTV
VANGUARD INDEX FDS
+$524.4K
32,368
+4%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$515.0K
9,220
+3%
清仓
THRM
GENTHERM INC
-$511.6K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$478.6K
2,439
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$455.8K
9,128
+3%
清仓
FTNT
FORTINET INC
-$437.0K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$433.5K
231,840
-7%
清仓
WD
WALKER & DUNLOP INC
-$428.6K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$413.2K
22,427
+2%
清仓
DMLP
DORCHESTER MINERALS LP
-$412.1K
0
-100%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$395.3K
71,041
-27%
增持
LTPZ
PIMCO ETF TR
+$377.3K
266,882
+1%
清仓
XLP
SELECT SECTOR SPDR TR
-$347.0K
0
-100%
减持
ADBE
ADOBE INC
-$333.7K
4,213
-10%
建仓
VRT
VERTIV HOLDINGS CO
+$322.5K
2,138
增持
DOW
DOW INC
+$321.9K
104,444
+33%
清仓
MRK
MERCK & CO INC
-$283.6K
0
-100%
清仓
UCTT
ULTRA CLEAN HLDGS INC
-$267.4K
0
-100%
减持
AVGO
BROADCOM INC
+$255.2K
4,771
-0%
减持
GOOGL
ALPHABET INC
+$247.4K
15,970
-23%
建仓
—
CHUBB LIMITED
+$218.4K
773
清仓
AHRT
ARMADA HOFFLER PPTYS INC
-$214.5K
0
-100%
建仓
ABBV
ABBVIE INC
+$213.6K
922
增持
OEF
ISHARES TR
+$207.4K
7,247
+0%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$206.7K
0
-100%
建仓
MERC
MERCER INTL INC
+$206.2K
71,584
清仓
MFC
MANULIFE FINL CORP
-$203.5K
0
-100%
减持
IWV
ISHARES TR
+$194.9K
7,040
-0%
减持
GE
GE AEROSPACE
+$190.1K
4,797
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$178.0K
2,015
+17%
增持
VBK
VANGUARD INDEX FDS
+$175.8K
5,919
+3%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$164.4K
141,332
-14%
减持
QCOM
QUALCOMM INC
+$155.8K
22,241
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$155.5K
17,719
+1%
增持
PWR
QUANTA SVCS INC
+$154.7K
1,843
+14%
增持
DASH
DOORDASH INC
+$150.8K
5,291
+1%
清仓
SLDB
SOLID BIOSCIENCES INC
-$150.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$140.7K
1,961
+4%
清仓
CALC
CALCIMEDICA INC
-$139.9K
0
-100%
清仓
—
SCPHARMACEUTICALS INC
-$139.3K
0
-100%
减持
IWF
ISHARES TR
+$138.7K
3,472
-1%
增持
AOA
ISHARES TR
+$137.7K
14,415
+6%
增持
—
SPOTIFY TECHNOLOGY S A
+$136.9K
1,645
+25%
增持
VOO
VANGUARD INDEX FDS
+$134.8K
891
+23%
增持
NET
CLOUDFLARE INC
+$132.0K
5,910
+2%
减持
FSK
FS KKR CAP CORP
-$125.2K
19,830
-2%
增持
VTI
VANGUARD INDEX FDS
+$122.3K
3,781
+3%
增持
GOOG
ALPHABET INC
+$112.0K
1,643
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$110.7K
3,028
+4%
增持
SHY
ISHARES TR
+$108.1K
35,206
+4%
清仓
—
MODULAR MED INC
-$101.3K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$99.5K
47,350
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$96.8K
27,323
+1%
增持
IWP
ISHARES TR
+$95.5K
20,282
+1%
清仓
NXDT
NEXPOINT DIVERSIFIED REL ET
-$94.3K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$91.3K
4,271
+10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$89.8K
18,100
+5%
减持
USB
US BANCORP DEL
-$69.2K
5,435
-26%
减持
HD
HOME DEPOT INC
-$65.5K
1,638
-18%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$61.0K
22,302
-0%
减持
AOR
ISHARES TR
-$60.9K
6,322
-17%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
+$56.3K
28,889
-1%
增持
PM
PHILIP MORRIS INTL INC
-$54.2K
2,805
+0%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$54.0K
11,883
+4%
增持
CULP
CULP INC
+$52.2K
72,455
+5%
减持
—
ADICET BIO INC
+$52.1K
300,054
-4%
增持
CHCT
COMMUNITY HEALTHCARE TR INC
+$51.3K
151,646
+11%
增持
—
ORION S.A.
-$51.0K
69,107
+26%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$46.9K
1,998
+12%
增持
VB
VANGUARD INDEX FDS
+$40.2K
2,258
+0%
增持
TJX
TJX COS INC NEW
+$36.6K
1,708
+0%
减持
CF
CF INDS HLDGS INC
-$33.8K
2,674
-10%
增持
MCD
MCDONALDS CORP
+$31.0K
1,395
+4%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$28.4K
19,029
-14%
增持
WMT
WALMART INC
+$26.7K
4,661
+0%
增持
DIS
DISNEY WALT CO
-$26.3K
2,872
+0%
减持
AGG
ISHARES TR
-$21.3K
5,800
-5%
增持
JPUS
J P MORGAN EXCHANGE TRADED F
+$20.8K
3,443
+0%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$20.6K
23,205
-5%
增持
SBUX
STARBUCKS CORP
-$18.7K
2,706
+0%
增持
AXON
AXON ENTERPRISE INC
+$17.2K
1,413
+17%
清仓
RLMD
RELMADA THERAPEUTICS INC
-$16.8K
0
-100%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$12.8K
10,846
-5%
增持
NFLX
NETFLIX INC
+$11.6K
939
+13%
增持
MRTN
MARTEN TRANS LTD
+$11.6K
71,707
+24%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$10.4K
2,351
+3%
减持
RMCF
ROCKY MTN CHOCOLATE FACTORY
-$9.8K
102,140
-15%
