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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 143 项
建仓 20
增持 55
减持 53
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
BTAL
AGF INVTS TR
-$7.1M
76,396
-85%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$4.3M
13,987
-88%
增持
GOOGL
ALPHABET INC
+$4.1M
25,656
+61%
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
LLY
ELI LILLY & CO
+$3.6M
4,613
+160%
增持
SGOV
ISHARES TR
+$3.2M
86,470
+58%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
50,398
+39%
增持
JAAA
JANUS DETROIT STR TR
+$2.4M
169,631
+39%
减持
CHCT
COMMUNITY HEALTHCARE TR INC
-$2.0M
18,477
-88%
减持
DOW
DOW INC
-$2.0M
18,307
-82%
建仓
MSCI
MSCI INC
+$1.9M
3,250
增持
UPS
UNITED PARCEL SERVICE INC
+$1.9M
63,625
+19%
建仓
KDRN
ETF OPPORTUNITIES TRUST
+$1.6M
69,696
增持
AAPL
APPLE INC
+$1.6M
29,488
+17%
建仓
—
LINDE PLC
+$1.5M
3,630
建仓
GLW
CORNING INC
+$1.5M
17,463
增持
MSFT
MICROSOFT CORP
+$1.5M
20,807
+26%
减持
META
META PLATFORMS INC
-$1.5M
5,086
-23%
建仓
AZO
AUTOZONE INC
+$1.2M
361
减持
ADBE
ADOBE INC
-$1.2M
892
-79%
建仓
TMUS
T-MOBILE US INC
+$1.2M
5,704
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.2M
4,493
-47%
清仓
—
SPOTIFY TECHNOLOGY S A
-$1.1M
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$1.1M
0
-100%
建仓
FISV
FISERV INC
+$1.0M
15,358
清仓
AXON
AXON ENTERPRISE INC
-$1.0M
0
-100%
减持
LTPZ
PIMCO ETF TR
-$967.7K
256,073
-4%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$965.4K
0
-100%
增持
SJLD
MANAGER DIRECTED PORTFOLIOS
+$921.9K
65,282
+127%
增持
NFLX
NETFLIX INC
-$911.1K
2,290
+144%
减持
ANET
ARISTA NETWORKS INC
-$886.1K
5,223
-52%
增持
SCHP
SCHWAB STRATEGIC TR
+$823.0K
266,933
+15%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$796.5K
85,826
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$781.1K
11,459
-84%
清仓
MRTN
MARTEN TRANS LTD
-$764.4K
0
-100%
清仓
CLS
CELESTICA INC
-$745.5K
0
-100%
减持
NMFC
NEW MTN FIN CORP
-$738.9K
20,477
-79%
清仓
MSTR
STRATEGY INC
-$731.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$724.8K
0
-100%
增持
TSLA
TESLA INC
+$718.1K
3,806
+70%
增持
RLI
RLI CORP
+$687.8K
62,690
+23%
建仓
RKLB
ROCKET LAB CORP
+$608.4K
8,722
增持
SJCP
MANAGER DIRECTED PORTFOLIOS
+$595.1K
65,858
+56%
清仓
SON
SONOCO PRODS CO
-$562.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$546.7K
7,040
+37%
建仓
INCY
INCYTE CORP
+$491.4K
4,975
清仓
HWM
HOWMET AEROSPACE INC
-$478.6K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$468.0K
6,735
-26%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$463.0K
7,067
减持
HOOD
ROBINHOOD MKTS INC
-$456.0K
12,916
-4%
减持
CNI
CANADIAN NATL RY CO
-$435.9K
2,966
-62%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$418.7K
23,178
+28%
减持
XLV
SELECT SECTOR SPDR TR
+$389.8K
25,455
-0%
减持
GLD
SPDR GOLD TR
+$372.4K
9,719
-1%
增持
TXO
TXO PARTNERS LP
-$370.2K
199,568
+12%
建仓
MU
MICRON TECHNOLOGY INC
+$361.1K
1,265
减持
DASH
DOORDASH INC
-$321.2K
4,936
-7%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$317.7K
23,980
+3%
增持
VRT
VERTIV HOLDINGS CO
+$309.6K
3,902
+83%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$285.9K
150,539
+7%
减持
COP
CONOCOPHILLIPS
-$279.5K
8,506
-25%
减持
—
ORION S.A.
-$270.4K
48,001
-31%
增持
QCOM
QUALCOMM INC
+$261.7K
23,161
+4%
建仓
NYF
ISHARES TR
+$255.2K
4,769
建仓
MRK
MERCK & CO INC
+$253.5K
2,408
清仓
—
ADICET BIO INC
-$243.1K
0
-100%
清仓
CF
CF INDS HLDGS INC
-$239.9K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$236.4K
4,099
建仓
AMAT
APPLIED MATLS INC
+$235.4K
916
减持
BFS
SAUL CTRS INC
-$234.9K
51,740
-12%
建仓
MFC
MANULIFE FINL CORP
+$231.0K
6,367
增持
IEFA
ISHARES TR
+$227.8K
53,514
+2%
建仓
CAT
CATERPILLAR INC
+$225.5K
393
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$218.5K
737
清仓
—
CHUBB LIMITED
-$218.4K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$207.5K
236
清仓
MERC
MERCER INTL INC
-$206.2K
0
-100%
增持
EEM
ISHARES TR
+$148.2K
79,320
+1%
减持
RMCF
ROCKY MTN CHOCOLATE FACTORY
-$143.1K
10,135
-90%
减持
AMZN
AMAZON COM INC
+$138.2K
15,489
-1%
增持
AGG
ISHARES TR
+$120.0K
7,023
+21%
减持
VTV
VANGUARD INDEX FDS
+$118.1K
32,224
-0%
清仓
FF
FUTUREFUEL CORP
-$117.5K
0
-100%
减持
IVV
ISHARES TR
+$115.6K
12,102
-1%
增持
VO
VANGUARD INDEX FDS
+$110.7K
23,081
+3%
减持
HD
HOME DEPOT INC
-$104.1K
1,626
-1%
增持
IWP
ISHARES TR
-$100.9K
20,355
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$95.9K
166,861
-4%
增持
V
VISA INC
+$94.5K
7,774
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$93.1K
8,639
+47%
增持
NET
CLOUDFLARE INC
-$87.5K
5,989
+1%
减持
IWF
ISHARES TR
-$86.1K
3,254
-6%
增持
AVGO
BROADCOM INC
+$81.9K
4,784
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$76.0K
61,541
+1%
增持
OEF
ISHARES TR
+$75.8K
7,254
+0%
减持
CULP
CULP INC
-$75.3K
69,607
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$73.1K
27,377
+0%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$70.4K
21,092
-5%
减持
IWV
ISHARES TR
-$66.4K
6,724
-4%
减持
SNOW
SNOWFLAKE INC
-$64.4K
4,098
-4%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$62.6K
27,322
-5%
增持
GE
GE AEROSPACE
+$62.0K
4,886
+2%
减持
GOOG
ALPHABET INC
+$59.1K
1,463
-11%
增持
AOA
ISHARES TR
+$57.3K
14,827
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$43.9K
15,602
+100%
减持
TIP
ISHARES TR
-$41.6K
16,898
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$40.6K
2,240
+12%
减持
VYM
VANGUARD WHITEHALL FDS
-$39.6K
17,127
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$39.1K
2,376
+1%
增持
CSCO
CISCO SYS INC
+$38.9K
3,432
+4%
减持
PWR
QUANTA SVCS INC
-$37.0K
1,722
-7%
减持
WMT
WALMART INC
+$34.1K
4,618
-1%
增持
QQQ
INVESCO QQQ TR
+$29.4K
1,965
+0%
减持
IWM
ISHARES TR
+$27.2K
21,359
-1%
增持
SHY
ISHARES TR
+$25.3K
35,570
+1%
减持
VB
VANGUARD INDEX FDS
-$24.3K
2,132
-6%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$23.8K
3,250
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$23.2K
21,196
-2%
增持
AOR
ISHARES TR
+$21.8K
6,597
+4%
减持
COST
COSTCO WHSL CORP NEW
-$18.9K
272
-1%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$18.2K
11,243
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$17.8K
3,020
-0%
减持
XLC
SELECT SECTOR SPDR TR
-$16.9K
3,032
-4%
增持
TJX
TJX COS INC NEW
+$15.8K
1,711
+0%
增持
APP
APPLOVIN CORP
-$15.3K
2,062
+5%
增持
VOO
VANGUARD INDEX FDS
+$15.1K
894
+0%
减持
DIS
DISNEY WALT CO
-$14.2K
2,766
-4%
减持
VBK
VANGUARD INDEX FDS
+$14.1K
5,878
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$12.8K
47,229
-0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$12.6K
11,408
+5%
增持
MCD
MCDONALDS CORP
+$9.5K
1,418
+2%
减持
USB
US BANCORP DEL
+$9.5K
5,099
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$9.1K
1,781
+1%
增持
FSK
FS KKR CAP CORP
+$8.7K
20,580
+4%
减持
—
AON PLC
-$6.9K
1,766
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.7K
2,002
-1%
增持
EMR
EMERSON ELEC CO
+$6.5K
4,132
+0%
减持
PM
PHILIP MORRIS INTL INC
-$5.2K
2,804
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$4.6K
59,372
+3%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$3.9K
9,357
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$2.0K
4,911
+102%
增持
ABBV
ABBVIE INC
-$1.7K
927
+1%
减持
MA
MASTERCARD INCORPORATED
+$796
590
-0%
增持
SBUX
STARBUCKS CORP
-$790
2,709
+0%
