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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 49
减持 50
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
LTPZ
PIMCO ETF TR
-$10.2M
60,012
-77%
增持
AGG
ISHARES TR
+$8.4M
91,317
+1200%
减持
UPS
UNITED PARCEL SVCS INC
-$4.7M
15,889
-75%
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
PRU
PRUDENTIAL FINL INC
+$3.8M
39,025
减持
RLI
RLI CORP
-$3.8M
4,333
-93%
增持
AAPL
APPLE INC
+$3.5M
45,303
+54%
减持
SGOV
ISHARES TR
-$3.0M
56,716
-34%
增持
MSFT
MICROSOFT CORP
+$2.7M
34,361
+65%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.6M
54,779
+136%
减持
IWM
ISHARES TR
-$2.5M
11,170
-48%
增持
AMZN
AMAZON COM INC
+$2.4M
28,705
+85%
增持
META
META PLATFORMS INC
+$2.4M
9,995
+97%
建仓
CRM
SALESFORCE INC
+$2.3M
12,145
减持
SCHP
SCHWAB STRATEGIC TR
-$2.3M
181,040
-32%
建仓
PGR
PROGRESSIVE CORP
+$2.1M
10,627
增持
XLV
SELECT SECTOR SPDR TR
+$2.0M
40,800
+60%
建仓
INTU
INTUIT
+$2.0M
4,670
减持
TXO
TXO PARTNERS LP
-$2.0M
13,818
-93%
清仓
MSCI
MSCI INC
-$1.9M
0
-100%
建仓
ABT
ABBOTT LABORATORIES
+$1.8M
17,380
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$1.8M
10,865
减持
IWP
ISHARES TR
-$1.7M
8,779
-57%
清仓
KDRN
ETF OPPORTUNITIES TRUST
-$1.6M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.6M
0
-100%
清仓
—
LINDE PLC
-$1.5M
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$1.5M
0
-100%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$1.3M
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$1.3M
24,239
+14%
增持
VTIP
VANGUARD MALVERN FDS
+$1.3M
84,276
+42%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$1.3M
70,177
-53%
清仓
AZO
AUTOZONE INC
-$1.2M
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$1.2M
1,997
-66%
清仓
TMUS
T-MOBILE US INC
-$1.2M
0
-100%
增持
SHY
ISHARES TR
+$1.1M
49,328
+39%
清仓
DASH
DOORDASH INC
-$1.1M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
4,219
+111%
建仓
CIM
CHIMERA INVT CORP
+$1.0M
80,837
减持
QCOM
QUALCOMM INC
-$998.6K
23,009
-1%
建仓
—
EVEREST GROUP LTD
+$997.6K
3,052
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$973.3K
66,442
+41%
建仓
PODD
INSULET CORP
+$957.1K
4,561
建仓
OKE
ONEOK INC NEW
+$922.0K
10,200
增持
CHCT
COMMUNITY HEALTHCARE TR INC
+$906.6K
76,150
+312%
清仓
SNOW
SNOWFLAKE INC
-$898.9K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$896.8K
2,053
-70%
减持
LLY
ELI LILLY & CO
-$885.7K
4,427
-4%
增持
GOOGL
ALPHABET INC
+$843.3K
30,859
+20%
减持
EEM
ISHARES TR
-$821.1K
61,957
-22%
减持
IEFA
ISHARES TR
-$816.4K
43,863
-18%
建仓
PEP
PEPSICO INC
+$810.9K
5,221
建仓
INTC
INTEL CORP
+$804.7K
18,233
清仓
GSBD
GOLDMAN SACHS BDC INC
-$796.5K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$796.3K
0
-100%
增持
MCD
MCDONALDS CORP
+$789.0K
3,933
+177%
增持
HD
HOME DEPOT INC
+$755.2K
3,997
+146%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$754.5K
0
-100%
减持
BTAL
AGF INVTS TR
-$751.0K
24,953
-67%
增持
VTV
VANGUARD INDEX FDS
+$743.9K
35,160
+9%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$740.6K
3,645
增持
MU
MICRON TECHNOLOGY INC
+$738.0K
3,253
+157%
减持
APP
APPLOVIN CORP
-$737.5K
1,638
-21%
建仓
NOW
SERVICENOW INC
+$731.7K
6,999
建仓
TM
TOYOTA MOTOR CORP
+$698.0K
3,387
增持
—
AON PLC
+$687.0K
4,059
+130%
建仓
IDXX
IDEXX LABS INC
+$677.6K
1,206
建仓
SAP
SAP SE
+$646.1K
3,774
减持
NVDA
NVIDIA CORPORATION
-$627.4K
50,297
-0%
增持
OCSL
OAKTREE SPECIALTY LENDING
+$622.8K
68,037
+494%
建仓
MKC
MCCORMICK & CO INC
+$620.3K
12,297
建仓
WD
WALKER & DUNLOP INC
+$618.7K
13,940
清仓
RKLB
ROCKET LAB CORP
-$608.4K
0
-100%
增持
CNI
CANADIAN NATL RY CO
+$581.1K
8,507
+187%
减持
GLW
CORNING INC
-$557.7K
7,144
-59%
建仓
BX
BLACKSTONE INC
+$550.3K
4,785
建仓
—
AMRIZE LTD
+$543.2K
9,696
清仓
INCY
INCYTE CORP
-$491.4K
0
-100%
减持
IVV
ISHARES TR
-$454.8K
11,993
-1%
清仓
DOW
DOW INC
-$428.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$406.1K
21,911
-5%
建仓
SAN
BANCO SANTANDER SA
+$399.2K
35,387
减持
V
VISA INC
-$393.9K
7,718
-1%
减持
JAAA
JANUS DETROIT STR TR
-$380.8K
162,779
-4%
减持
TSLA
TESLA INC
-$374.4K
3,597
-5%
建仓
LRCX
LAM RESEARCH CORP
+$366.1K
1,713
增持
VRT
VERTIV HOLDINGS CO
+$359.9K
3,959
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$351.3K
1,953
-18%
增持
TIP
ISHARES TR
+$331.4K
19,832
+17%
增持
PWR
QUANTA SVCS INC
+$329.0K
1,923
+12%
建仓
BITU
PROSHARES TR
+$323.4K
27,785
增持
XLF
SELECT SECTOR SPDR TR
+$307.8K
74,506
+21%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$272.3K
17,291
-18%
减持
BFS
SAUL CTRS INC
-$264.3K
41,959
-19%
建仓
UBER
UBER TECHNOLOGIES INC
+$246.7K
3,430
减持
IWV
ISHARES TR
-$244.9K
6,357
-5%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$239.6K
0
-100%
减持
GE
GE AEROSPACE
-$238.6K
4,463
-9%
建仓
—
EXXON MOBIL CORP
+$237.2K
1,397
清仓
MO
ALTRIA GROUP INC
-$236.4K
0
-100%
增持
NYF
ISHARES TR
+$230.1K
9,135
+92%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$229.6K
25,014
+4%
建仓
GEV
GE VERNOVA INC
+$225.2K
258
建仓
XZO
EXZEO GROUP INC
+$218.8K
14,918
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$218.5K
0
-100%
减持
AVGO
BROADCOM INC
-$213.6K
4,660
-3%
建仓
SNDK
SANDISK CORP
+$213.5K
336
减持
IWF
ISHARES TR
-$208.8K
3,122
-4%
清仓
GS
GOLDMAN SACHS GROUP INC
-$207.5K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$203.8K
479
减持
SJCP
MANAGER DIRECTED PORTFOLIOS
-$197.6K
58,678
-11%
减持
SJLD
MANAGER DIRECTED PORTFOLIOS
-$193.5K
57,938
-11%
减持
OEF
ISHARES TR
-$192.9K
7,216
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$188.3K
15,326
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$179.9K
984
-45%
增持
SCHG
SCHWAB STRATEGIC TR
-$162.6K
181,270
+9%
增持
MA
MASTERCARD INCORPORATED
+$158.4K
992
+68%
增持
AMAT
APPLIED MATLS INC
+$129.0K
1,066
+16%
减持
QQQ
INVESCO QQQ TR
-$126.0K
1,873
-5%
减持
VTI
VANGUARD INDEX FDS
-$117.8K
3,585
-5%
减持
NET
CLOUDFLARE INC
-$116.6K
5,157
-14%
增持
WMT
WALMART INC
+$106.6K
4,998
+8%
减持
DIS
DISNEY WALT CO
-$97.1K
2,257
-18%
减持
VB
VANGUARD INDEX FDS
-$95.7K
1,734
-19%
增持
ADBE
ADOBE INC
-$94.4K
896
+0%
减持
NMFC
NEW MTN FIN CORP
-$90.0K
12,700
-38%
增持
XLK
SELECT SECTOR SPDR TR
+$89.9K
17,578
+13%
增持
JPM
JPMORGAN CHASE & CO
+$89.8K
3,613
+20%
减持
ANET
ARISTA NETWORKS INC
-$87.5K
4,861
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$85.0K
8,702
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$83.2K
4,942
+1%
增持
FISV
FISERV INC
-$73.5K
17,170
+12%
增持
TJX
TJX COS INC NEW
+$66.5K
2,062
+21%
增持
NFLX
NETFLIX INC.
+$61.7K
2,875
+26%
减持
GLD
SPDR GOLD TR
-$54.9K
8,824
-9%
增持
CAT
CATERPILLAR INC
+$54.8K
395
+1%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$53.6K
25,381
-7%
增持
COST
COSTCO WHOLESALE CORPORATION
+$49.6K
285
+5%
增持
CULP
CULP INC
-$44.4K
74,236
+7%
增持
VOO
VANGUARD INDEX FDS
+$39.7K
1,005
+12%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$39.6K
31,264
+64%
增持
MRK
MERCK & CO INC
+$37.4K
2,418
+0%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$31.8K
10,479
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$30.2K
27,161
-1%
减持
—
ORION S.A.
+$27.2K
43,183
-10%
减持
USB
US BANCORP
-$24.8K
4,755
-7%
减持
XLC
SELECT SECTOR SPDR TR
-$23.9K
3,004
-1%
清仓
RMCF
ROCKY MTN CHOCOLATE FACTORY
-$19.3K
0
-100%
增持
SBUX
STARBUCKS CORP
+$14.8K
2,712
+0%
增持
PM
PHILIP MORRIS INTL INC
+$14.7K
2,810
+0%
增持
AOA
ISHARES TR
+$12.3K
15,145
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$11.3K
2,366
+6%
