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Papamarkou Wellner Asset Management inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Papamarkou Wellner Asset Management inc.
报告期 2026-03-31 · CIK 0002063952
持仓数
86
前50大市值合计
$154.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 85 项
建仓 14
增持 36
减持 26
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
+$2.0M
31,095
-2%
减持
AAPL
APPLE INC
+$1.1M
73,415
-1%
减持
LLY
ELI LILLY & CO
+$942.4K
3,031
-0%
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。
减持
EOG
EOG RES INC
-$904.9K
5,026
-61%
建仓
PGR
PROGRESSIVE CORP
+$901.5K
3,959
减持
TXN
TEXAS INSTRS INC
-$837.4K
4,695
-48%
减持
MSFT
MICROSOFT CORP
-$835.1K
23,344
-0%
建仓
CSCO
CISCO SYS INC
+$807.2K
10,479
减持
HD
HOME DEPOT INC
-$780.8K
3,236
-31%
减持
GOOG
ALPHABET INC
+$764.5K
11,618
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$761.5K
6,328
+0%
增持
NOW
SERVICENOW INC
-$709.6K
3,610
+163%
减持
CMCSA
COMCAST CORP NEW
-$703.0K
15,385
-58%
建仓
BX
BLACKSTONE INC
+$574.8K
3,729
建仓
NEE
NEXTERA ENERGY INC
+$477.3K
5,946
清仓
AXON
AXON ENTERPRISE INC
-$472.9K
0
-100%
增持
NFLX
NETFLIX INC
-$455.5K
11,100
+789%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$439.1K
2,644
-56%
减持
AMZN
AMAZON COM INC
+$338.1K
34,347
-1%
建仓
BRZE
BRAZE INC
+$330.9K
9,650
增持
MAR
MARRIOTT INTL INC NEW
+$314.7K
5,890
+1%
清仓
SAP
SAP SE
-$306.5K
0
-100%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$301.9K
32,050
增持
META
META PLATFORMS INC
-$290.9K
4,222
+1%
建仓
USG
USCF ETF TR
+$288.4K
8,300
增持
—
EATON CORP PLC
-$269.0K
4,946
+0%
建仓
HSBC
HSBC HLDGS PLC
+$254.1K
3,230
减持
—
ASML HOLDING N V
+$253.3K
2,746
-1%
清仓
—
EMX RTY CORP
-$235.9K
0
-100%
减持
RTX
RTX CORPORATION
+$230.7K
16,020
-1%
清仓
AEM
AGNICO EAGLE MINES LTD
-$229.9K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$226.9K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$214.8K
8,017
+1%
建仓
EMO
CLEARBRIDGE ENERGY MIDSTRM O
+$214.3K
4,800
清仓
APPF
APPFOLIO INC
-$209.5K
0
-100%
清仓
KNTK
KINETIK HOLDINGS INC
-$207.3K
0
-100%
增持
BLK
BLACKROCK INC
-$205.5K
2,188
+0%
建仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$193.8K
16,941
增持
GILD
GILEAD SCIENCES INC
+$189.9K
15,720
+0%
建仓
BGX
BLACKSTONE LONG SHORT CR INC
+$183.6K
15,750
建仓
ELE
ELEMENTAL RTY CORP
+$182.4K
10,750
增持
PM
PHILIP MORRIS INTL INC
+$170.1K
26,616
+5%
减持
KO
COCA COLA CO
+$162.1K
51,608
-1%
建仓
DBL
DOUBLELINE OPPORTUNISTIC CR
+$160.1K
10,500
减持
BL
BLACKLINE INC
-$157.1K
6,997
-32%
清仓
NABL
N-ABLE INC
-$155.4K
0
-100%
增持
ABT
ABBOTT LABS
-$153.4K
18,242
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$143.1K
9,648
+3%
清仓
BLW
BLACKROCK LTD DURATION INCOM
-$140.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
+$136.3K
6,282
-3%
增持
V
VISA INC
+$135.0K
13,702
+0%
增持
NEM
NEWMONT CORP
+$128.4K
8,103
+0%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$124.3K
10,000
减持
NVDA
NVIDIA CORPORATION
-$115.0K
72,810
-1%
减持
SNOW
SNOWFLAKE INC
-$113.9K
1,162
-29%
增持
AVGO
BROADCOM INC
+$101.5K
6,002
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$89.6K
382
+5%
增持
LYG
LLOYDS BANKING GROUP PLC
+$88.2K
104,100
+2%
增持
PPT
PUTNAM PREMIER INCOME TR
+$88.1K
77,000
+54%
减持
USAS
AMERICAS GOLD AND SILVER COR
+$87.2K
62,570
-1%
增持
CVX
CHEVRON CORP NEW
-$86.2K
30,836
+0%
减持
VOXR
VOX ROYALTY CORP
-$79.0K
106,250
-22%
增持
HFRO
HIGHLAND OPPS & INCOME FD
+$78.6K
45,000
+50%
增持
XEMDX
WESTERN ASSET EMERGING MKTS
+$74.2K
26,400
+32%
减持
VZLA
VIZSLA SILVER CORP
+$69.9K
60,887
-0%
减持
—
FABRINET
-$65.0K
687
-34%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$61.1K
11,238
+1%
增持
PG
PROCTER AND GAMBLE CO
-$51.0K
13,163
+4%
减持
MTA
METALLA RTY & STREAMING LTD
+$38.2K
29,618
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$35.1K
1,049
+1%
增持
DE
DEERE & CO
+$33.6K
3,880
+0%
增持
CME
CME GROUP INC
+$31.8K
6,327
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$31.5K
3,049
+5%
增持
QCOM
QUALCOMM INC
+$30.6K
5,285
+1%
减持
ARIS
ARIS MNG CORP
+$27.6K
13,539
-31%
减持
MA
MASTERCARD INCORPORATED
-$25.9K
6,979
-1%
增持
MCD
MCDONALDS CORP
+$25.1K
8,809
+0%
增持
COST
COSTCO WHSL CORP NEW
+$23.9K
953
+11%
增持
CUBE
CUBESMART
-$21.3K
5,950
+3%
增持
GECC
GREAT ELM CAP CORP
+$17.4K
30,200
+55%
增持
ABBV
ABBVIE INC
-$17.3K
9,611
+1%
增持
INTU
INTUIT
-$8.0K
2,525
+3%
增持
ET
ENERGY TRANSFER L P
-$7.3K
22,486
+2%
增持
UNP
UNION PAC CORP
+$2.2K
5,501
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6K
6,977
-0%
