13FBOX
WADDELL & ASSOCIATES, LLC · 13F 持仓分析
期权收益计算器 机构排行

WADDELL & ASSOCIATES, LLC

No.1741 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.21亿
环比变动 Q1 2026
+$2.49亿+14.0%
持仓股票数
543
新买入
136
加仓
198
减仓
169
清仓
42
持股不变
40
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
联邦快递FDX
21.23%28.17%$4.29亿137.0万股$4.99亿140.2万股-3.2万股-2.26%减仓
GGlobal X基金PAVE
5.73%5.64%$1.16亿196.4万股$1.00亿196.8万股-4,326股-0.22%减仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
5.45%5.28%$1.10亿289.6万股$9,362.8万288.7万股+9,286股+0.32%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
5.38%5.34%$1.09亿15.5万股$9,473.6万15.4万股+1,123股+0.73%加仓
FFEDEX FGHT HLDG CO INCFDXF
5.12%$1.03亿68.5万股$00股+68.5万股新买入
WWisdomTree信托DGRW
4.91%5.09%$9,920.6万103.7万股$9,016.4万102.6万股+1.1万股+1.08%加仓
PPACER GLOBAL CASH COWS DIVIDEND ETFGCOW
4.41%5.4%$8,919.1万206.0万股$9,565.6万206.9万股-8,855股-0.43%减仓
GGlobal X基金AUSF
4.15%4.6%$8,396.2万171.8万股$8,145.6万168.5万股+3.4万股+2.00%加仓
SSCHWAB 1000 INDEX ETFSCHK
3.83%3.78%$7,734.1万214.5万股$6,707.9万214.1万股+3,746股+0.17%加仓
IiShares安硕信托IEFA
3.13%3.31%$6,321.3万65.5万股$5,861.1万64.7万股+7,098股+1.10%加仓
I景顺·NASDAQ 100 ETFQQQM
3.01%2.7%$6,082.8万20.1万股$4,791.3万20.2万股-867股-0.43%减仓
A美国世纪ETF信托AVEM
2.71%2.59%$5,479.2万56.8万股$4,596.3万57.0万股-2,551股-0.45%减仓
DDirexion股票ETF信托QQQE
2.59%2.38%$5,234.1万42.9万股$4,221.7万42.8万股+517股+0.12%加仓
AABRDN FDSAGEM
2.31%2.14%$4,660.0万94.4万股$3,786.7万93.4万股+1.0万股+1.09%加仓
苹果AAPL
1.02%0.94%$2,065.6万7.1万股$1,662.5万6.6万股+5,877股+8.97%加仓
英伟达NVDA
0.78%0.66%$1,569.9万7.8万股$1,175.8万6.7万股+1.1万股+16.38%加仓
DDOUBLELINE ETF TRUSTCAPE
0.53%0.58%$1,066.2万32.9万股$1,030.3万33.4万股-5,264股-1.58%减仓
微软MSFT
0.53%0.59%$1,066.2万2.9万股$1,037.0万2.8万股+568股+2.03%加仓
SSPDR标普500 ETFSPY
0.51%0.52%$1,036.5万1.4万股$918.4万1.4万股-242股-1.71%减仓
AAlphabet Inc Class CGOOG
0.44%0.37%$883.7万2.5万股$661.3万2.3万股+1,955股+8.48%加仓
IiShares安硕信托VLUE
0.41%0.34%$827.5万4.1万股$604.5万4.3万股-1,099股-2.59%减仓
美光科技MU
0.41%0.14%$823.1万7,131股$256.9万7,603股-472股-6.21%减仓
伯克希尔哈撒韦BRK.B
0.4%0.4%$803.5万1.6万股$700.6万1.5万股+1,436股+9.82%加仓
DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND
0.38%0.42%$768.6万16.9万股$742.8万16.2万股+6,434股+3.97%加仓
礼来LLY
0.32%0.28%$651.5万5,432股$501.4万5,451股-19股-0.35%减仓
TTWO RDS SHARED TRCGV
0.31%0.35%$623.9万40.2万股$617.1万40.0万股+2,178股+0.55%加仓
沃尔玛WMT
0.29%0.38%$593.5万5.2万股$680.1万5.5万股-2,325股-4.25%减仓
谷歌AGOOGL
0.29%0.23%$577.4万1.6万股$401.2万1.4万股+2,204股+15.80%加仓
SSPROTT PHYSICAL SILVER ESLVR
0.27%0.4%$543.6万28.8万股$706.9万29.0万股-1,771股-0.61%减仓
摩根大通JPM
0.25%0.23%$510.8万1.6万股$408.9万1.4万股+1,705股+12.27%加仓
亚马逊AMZN
0.25%0.19%$508.7万2.1万股$340.0万1.6万股+5,021股+30.76%加仓
V先锋领航指数基金VTV
0.24%0.25%$488.7万2.2万股$441.4万2.2万股-74股-0.33%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.23%0.24%$454.8万4.4万股$431.7万4.4万股-667股-1.50%减仓
英特尔INTC
0.21%0.09%$427.8万3.1万股$164.8万3.7万股-6,709股-17.96%减仓
博通AVGO
0.21%0.17%$419.7万1.1万股$300.3万9,702股+1,409股+14.52%加仓
SSPDR道富指数基金EWX
0.19%0.2%$386.2万5.2万股$354.3万5.4万股-1,602股-2.99%减仓
V先锋领航指数基金VOO
0.19%0.19%$384.0万5,591股$338.3万5,662股-71股-1.25%减仓
V先锋领航STAR基金VXUS
0.18%0.19%$368.8万4.3万股$336.3万4.4万股-479股-1.10%减仓
IiShares安硕·MSCI ACWI ETFTOK
0.18%0.2%$361.8万2.3万股$349.3万2.5万股-2,200股-8.71%减仓
RED CATRCAT
0.18%0.13%$361.0万33.9万股$237.7万18.2万股+15.7万股+86.71%加仓
西部数据WDC
0.17%0.08%$353.5万5,535股$144.7万5,349股+186股+3.48%加仓
GE VernovaGEV
0.17%0.13%$348.5万2,966股$229.6万2,630股+336股+12.78%加仓
Meta平台META
0.17%0.14%$336.2万5,969股$248.1万4,336股+1,633股+37.66%加仓
埃克森美孚XOM
0.17%0.21%$336.2万2.5万股$376.4万2.2万股+2,402股+10.83%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.17%0.14%$335.9万1.3万股$241.6万1.3万股00.00%持仓不变
CCOMFORT SYS USAFIX
0.16%0.13%$330.8万1,669股$225.7万1,637股+32股+1.95%加仓
应用材料AMAT
0.14%0.07%$291.3万4,029股$121.2万3,546股+483股+13.62%加仓
强生JNJ
0.14%0.15%$278.7万1.1万股$269.2万1.1万股-38股-0.35%减仓
相干公司COHR
0.14%0.1%$277.8万7,043股$170.9万7,175股-132股-1.84%减仓
默沙东MRK
0.14%0.14%$274.4万2.1万股$251.8万2.1万股+425股+2.03%加仓

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