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1900 WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

1900 WEALTH MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001791996

持仓数

253

前50大市值合计

$1.36B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$461.2M

6,025,725

33.9%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$124.0M

2,456,749

9.1%

UBND VICTORY PORTFOLIOS II

CORE PLUS BD ETF

$95.4M

4,379,480

7.0%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$70.3M

1,405,829

5.2%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$55.9M

788,008

4.1%

IVV ISHARES TR

CORE S&P500 ETF

$45.2M

69,133

3.3%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$44.8M

756,760

3.3%

QUAL ISHARES TR

MSCI USA QLT FCT

$36.8M

192,031

2.7%

MTUM ISHARES TR

MSCI USA MMENTM

$31.9M

132,730

2.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$29.6M

462,616

2.2%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$25.5M

204,132

1.9%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$24.6M

508,250

1.8%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$21.4M

72,441

1.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$14.6M

30,430

1.1%

IDCC INTERDIGITAL INC

COM

$13.6M

45,029

1.0%

ITOT ISHARES TR

CORE S&P TTL STK

$13.6M

95,397

1.0%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$11.9M

244,129

0.9%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$11.4M

263,382

0.8%

IWB ISHARES TR

RUS 1000 ETF

$10.8M

30,429

0.8%

GSSC GOLDMAN SACHS ETF TR

ACTIVEBETA US

$10.1M

135,669

0.7%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$9.4M

131,644

0.7%

AAPL APPLE INC

COM

$9.3M

36,594

0.7%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$9.2M

92,299

0.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$8.9M

31,024

0.7%

IWF ISHARES TR

RUS 1000 GRW ETF

$8.8M

20,707

0.6%

IQLT ISHARES TR

MSCI INTL QUALTY

$8.8M

189,458

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$8.8M

27,288

0.6%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$8.3M

27,757

0.6%

TPL TEXAS PACIFIC LAND CORPORATI

COM

$8.3M

17,440

0.6%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$8.0M

141,486

0.6%

SPGP INVESCO EXCHANGE TRADED FD T

S&P 500 GARP ETF

$7.5M

69,936

0.6%

IJR ISHARES TR

CORE S&P SCP ETF

$7.1M

56,916

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.0M

10,725

0.5%

— EXXON MOBIL CORP

COM

$6.9M

40,694

0.5%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$6.9M

175,967

0.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.8M

11,348

0.5%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$6.5M

123,188

0.5%

POWA INVESCO EXCH TRD SLF IDX FD

BLOOMBERG PRICIN

$6.5M

75,387

0.5%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$6.3M

117,384

0.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$5.7M

8

0.4%

DLN WISDOMTREE TR

US LARGECAP DIVD

$5.6M

62,528

0.4%

MSFT MICROSOFT CORP

COM

$5.5M

14,838

0.4%

EFG ISHARES TR

EAFE GRWTH ETF

$5.5M

49,005

0.4%

AMZN AMAZON COM INC

COM

$5.4M

26,020

0.4%

JPME J P MORGAN EXCHANGE TRADED F

DIVERSFED RTRN

$5.3M

46,344

0.4%

USMV ISHARES TR

MSCI USA MIN VOL

$5.3M

57,219

0.4%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$5.3M

84,905

0.4%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$5.3M

105,628

0.4%

IUSG ISHARES TR

CORE S&P US GWT

$5.1M

32,857

0.4%

CSW CSW INDUSTRIALS INC

COM

$4.8M

18,272

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

63%前 6 大占比

SPYM33.9%JAAA9.1%UBND7.0%JMUB5.2%DFUS4.1%IVV3.3%