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Apollon Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Apollon Wealth Management, LLC
报告期 2026-03-31 · CIK 0001764387
持仓数
1,403
前50大市值合计
$3.18B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 78
减持 60
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$57.4M
193,422
+109%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$37.3M
64,421
-78%
减持
BND
VANGUARD BD INDEX FDS
-$35.9M
52,281
-90%
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
HCRB
HARTFORD FDS EXCHANGE TRADED
+$34.6M
991,859
建仓
PTRB
PGIM ETF TR
+$34.3M
824,756
减持
NVDA
NVIDIA CORPORATION
+$31.4M
89,838
-11%
减持
FLOT
ISHARES TR
-$27.6M
21,717
-96%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$27.4M
1,338,620
减持
AGG
ISHARES TR
-$26.0M
343,935
-43%
增持
AVLV
AMERICAN CENTY ETF TR
+$25.1M
881,923
+61%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$19.0M
475,494
+207%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$18.5M
398,415
-49%
建仓
AVUV
AMERICAN CENTY ETF TR
+$14.7M
157,178
增持
AMZN
AMAZON COM INC
+$13.1M
326,199
+8%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$11.9M
732,750
+11%
增持
MSFT
MICROSOFT CORP
+$11.4M
229,769
+1%
增持
AAPL
APPLE INC
-$11.4M
649,249
+2%
减持
VBR
VANGUARD INDEX FDS
-$11.4M
27,440
-70%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$11.2M
277,190
+265%
减持
BSV
VANGUARD BD INDEX FDS
-$7.3M
73,644
-56%
减持
VTIP
VANGUARD MALVERN FDS
-$7.0M
177,013
-46%
增持
META
META PLATFORMS INC
+$6.2M
40,390
+7%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$6.2M
1,141,596
+29%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.9M
589,320
+19%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.4M
107,127
增持
AVEM
AMERICAN CENTY ETF TR
+$5.3M
322,307
+35%
增持
IEFA
ISHARES TR
+$5.2M
497,806
+10%
增持
RLY
SSGA ACTIVE ETF TR
+$5.2M
807,702
+26%
增持
TSLA
TESLA INC
-$4.9M
82,995
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$4.7M
55,312
+9%
减持
VOO
VANGUARD INDEX FDS
-$4.6M
81,611
-19%
增持
VBK
VANGUARD INDEX FDS
+$3.9M
72,743
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
63,700
-1%
增持
JPM
JPMORGAN CHASE & CO
+$3.8M
122,452
+0%
增持
AVGO
BROADCOM INC
+$3.8M
17,605
+0%
增持
JAAA
JANUS DETROIT STR TR
+$3.6M
149,957
+89%
增持
—
EXXON MOBIL CORP
+$3.5M
143,500
+9%
增持
SCHH
SCHWAB STRATEGIC TR
+$3.2M
950,118
+22%
减持
VTEB
VANGUARD MUN BD FDS
-$3.0M
110,789
-34%
减持
ITOT
ISHARES TR
-$2.8M
25,078
-54%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$2.8M
54,500
减持
BIV
VANGUARD BD INDEX FDS
-$2.7M
35,835
-49%
增持
MRK
MERCK & CO INC
+$2.6M
101,202
+3%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
27,065
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.5M
60,790
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.5M
298,660
+12%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.5M
73,841
+1070%
增持
JMBS
JANUS DETROIT STR TR
+$2.4M
87,875
+159%
增持
GOOG
ALPHABET INC
+$2.4M
139,356
+4%
增持
NFLX
NETFLIX INC
+$2.4M
15,797
+6%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$2.3M
57,149
+792%
减持
IJR
ISHARES TR
-$2.3M
163,099
-13%
清仓
—
SCHWAB CHARLES FAMILY FD
-$2.2M
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
812,125
-5%
增持
IAGG
ISHARES TR
+$2.1M
182,154
+29%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
62,222
+5%
减持
LLY
ELI LILLY & CO
+$2.1M
12,925
-6%
减持
ESGU
ISHARES TR
-$2.0M
21,426
-50%
减持
SHY
ISHARES TR
-$2.0M
40,959
-38%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.0M
282,952
-3%
增持
ABBV
ABBVIE INC
+$1.9M
67,275
+1%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$1.8M
4,336
-89%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
48,121
+6%
增持
PEP
PEPSICO INC
+$1.7M
68,232
+14%
增持
CTAS
CINTAS CORP
+$1.7M
8,833
+22%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
96,444
+158%
增持
APH
AMPHENOL CORP NEW
+$1.6M
20,964
+148%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.6M
5,994
-82%
增持
MSTR
MICROSTRATEGY INC
+$1.5M
1,415
+2%
减持
HD
HOME DEPOT INC
+$1.4M
56,261
-3%
增持
IVW
ISHARES TR
+$1.4M
94,887
+9%
增持
CRM
SALESFORCE INC
+$1.4M
20,994
+13%
减持
DIS
DISNEY WALT CO
+$1.4M
50,816
-4%
减持
HEFA
ISHARES TR
-$1.4M
75,420
-41%
减持
QQQ
INVESCO QQQ TR
+$1.4M
123,935
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
32,259
-38%
减持
SHM
SPDR SER TR
-$1.4M
83,471
-26%
增持
QUAL
ISHARES TR
+$1.4M
49,251
+8%
增持
BA
BOEING CO
-$1.4M
22,724
+3%
减持
NKE
NIKE INC
-$1.4M
42,452
-14%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
15,798
+58%
减持
VOT
VANGUARD INDEX FDS
-$1.3M
3,619
-63%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.3M
9,579
-70%
建仓
DYNF
BLACKROCK ETF TRUST
+$1.3M
29,678
增持
VYM
VANGUARD WHITEHALL FDS
+$1.3M
33,761
+36%
减持
CAT
CATERPILLAR INC
+$1.3M
20,988
-3%
增持
IVE
ISHARES TR
+$1.3M
27,098
+25%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.3M
160,844
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
55,451
+29%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
32,429
-1%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
90,532
-9%
减持
BX
BLACKSTONE INC
-$1.2M
53,741
-15%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
146,546
+22%
增持
IWF
ISHARES TR
+$1.2M
19,122
+10%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
58,920
+119%
减持
GOOGL
ALPHABET INC
+$1.1M
181,378
-3%
减持
XLI
SELECT SECTOR SPDR TR
-$1.1M
6,188
-63%
增持
CVX
CHEVRON CORP NEW
+$1.1M
68,133
+6%
增持
DNP
DNP SELECT INCOME FD INC
+$1.1M
813,415
+10%
增持
PWR
QUANTA SVCS INC
+$1.1M
5,703
+230%
减持
ORCL
ORACLE CORP
+$1.1M
61,357
-2%
增持
VLO
VALERO ENERGY CORP
+$1.1M
11,962
+62%
减持
CALF
PACER FDS TR
-$1.1M
41,042
-36%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
10,778
+10%
增持
GE
GENERAL ELECTRIC CO
+$1.1M
17,908
+10%
增持
LEN
LENNAR CORP
+$1.1M
14,613
+50%
减持
—
ASML HOLDING N V
+$1.1M
5,988
-5%
减持
CCI
CROWN CASTLE INC
-$1.0M
11,908
-40%
减持
—
EATON CORP PLC
+$1.0M
17,393
-5%
减持
AMAT
APPLIED MATLS INC
+$1.0M
24,284
-2%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$1.0M
36,744
-55%
增持
ACWI
ISHARES TR
+$997.2K
14,965
+134%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$996.0K
364,628
+9%
减持
D
DOMINION ENERGY INC
-$982.5K
14,778
-59%
减持
SRLN
SSGA ACTIVE ETF TR
-$982.5K
13,940
-63%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$949.1K
48,134
+294%
减持
IEMG
ISHARES INC
-$934.0K
170,616
-11%
减持
MRSH
MARSH & MCLENNAN COS INC
+$926.2K
58,571
-0%
减持
COWZ
PACER FDS TR
-$918.9K
83,547
-25%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$914.6K
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$911.7K
11,164
增持
—
LAM RESEARCH CORP
+$902.7K
3,090
+15%
减持
PG
PROCTER AND GAMBLE CO
+$895.9K
80,622
-3%
减持
EXR
EXTRA SPACE STORAGE INC
-$884.7K
4,424
-54%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$873.1K
17,105
-48%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$857.5K
1,199
+4%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$857.0K
6,528
+180%
减持
DFUS
DIMENSIONAL ETF TRUST
-$852.1K
62,892
-27%
增持
CSX
CSX CORP
+$850.9K
53,601
+64%
增持
MU
MICRON TECHNOLOGY INC
+$849.0K
20,267
+12%
增持
ET
ENERGY TRANSFER L P
+$844.8K
241,365
+13%
减持
MA
MASTERCARD INCORPORATED
+$817.7K
26,262
-5%
增持
PFE
PFIZER INC
+$814.6K
225,025
+19%
增持
MINT
PIMCO ETF TR
+$813.0K
27,067
+42%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$800.2K
4,109
+2%
减持
DUK
DUKE ENERGY CORP NEW
-$771.9K
33,246
-19%
增持
WMT
WALMART INC
+$767.6K
184,117
+182%
增持
C
CITIGROUP INC
+$764.0K
50,706
+7%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$763.3K
10,872
减持
SHV
ISHARES TR
-$756.3K
6,030
-53%
减持
—
ASTRAZENECA PLC
-$754.4K
15,675
-42%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$746.9K
24,715
增持
AXP
AMERICAN EXPRESS CO
+$744.6K
14,135
+7%
增持
EMR
EMERSON ELEC CO
+$735.4K
34,143
+6%
增持
BAC
BANK AMERICA CORP
+$733.9K
138,495
+3%
增持
MUB
ISHARES TR
+$730.3K
135,903
+6%
减持
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$727.9K
17,876
-75%
减持
QCOM
QUALCOMM INC
+$723.1K
30,028
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$711.7K
11,025
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$710.3K
12,834
+6%
