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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
$1.36B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 52
增持 43
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$30.8M
161,091
+87%
减持
MTUM
ISHARES TR
-$16.1M
253,015
-29%
减持
QUAL
ISHARES TR
-$15.8M
295,145
-27%
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
IWB
ISHARES TR
+$13.9M
59,010
增持
MUB
ISHARES TR
+$8.8M
178,083
+101%
增持
GSIE
GOLDMAN SACHS ETF TR
+$8.7M
1,844,213
+24%
减持
USMV
ISHARES TR
-$8.6M
124,410
-47%
减持
TAGG
T ROWE PRICE ETF INC
-$7.7M
434,243
-27%
减持
TFI
SPDR SER TR
-$7.6M
50,677
-76%
建仓
—
SUPER MICRO COMPUTER INC
+$6.6M
23,924
增持
SPYM
SPDR SER TR
+$6.1M
129,596
+1463%
增持
AGG
ISHARES TR
+$6.1M
91,286
+254%
减持
IQLT
ISHARES TR
-$5.9M
319,846
-32%
增持
JAAA
JANUS DETROIT STR TR
+$5.7M
118,834
+2179%
减持
GSLC
GOLDMAN SACHS ETF TR
-$5.0M
364,442
-11%
减持
SUB
ISHARES TR
-$4.8M
54,376
-46%
减持
IMTM
ISHARES TR
-$4.6M
276,592
-31%
减持
EFAV
ISHARES TR
-$4.0M
65,894
-47%
增持
ITOT
ISHARES TR
+$3.8M
365,219
+17%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$3.8M
134,548
-53%
减持
IWD
ISHARES TR
-$3.6M
20,412
-52%
减持
FNDF
SCHWAB STRATEGIC TR
-$3.5M
378,978
-21%
建仓
MLN
VANECK ETF TRUST
+$3.5M
206,818
增持
IWF
ISHARES TR
+$3.2M
19,452
+178%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.2M
369,691
+37%
增持
MEAR
ISHARES U S ETF TR
+$3.0M
132,911
+82%
减持
GEM
GOLDMAN SACHS ETF TR
-$2.4M
963,066
-4%
减持
IGIB
ISHARES TR
-$2.3M
145,274
-22%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
156,972
+47%
增持
IUSV
ISHARES TR
+$1.8M
120,546
+31%
减持
MBB
ISHARES TR
-$1.8M
24,592
-42%
增持
FLRN
SPDR SER TR
+$1.7M
89,280
+168%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$1.7M
16,045
建仓
PSTG
PURE STORAGE INC
+$1.6M
45,151
建仓
PLXS
PLEXUS CORP
+$1.6M
17,215
减持
SMB
VANECK ETF TRUST
-$1.6M
12,741
-88%
减持
USIG
ISHARES TR
-$1.5M
111,108
-19%
减持
POWA
INVESCO EXCH TRD SLF IDX FD
-$1.5M
85,114
-17%
建仓
CTRA
COTERRA ENERGY INC
+$1.5M
55,009
建仓
GNTX
GENTEX CORP
+$1.4M
44,437
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.4M
18,505
减持
EFG
ISHARES TR
-$1.4M
155,340
-0%
减持
SHM
SPDR SER TR
-$1.4M
14,981
-66%
建仓
—
ARISTA NETWORKS INC
+$1.4M
7,618
建仓
—
GARMIN LTD
+$1.4M
13,224
减持
IEMG
ISHARES INC
-$1.4M
208,314
-9%
增持
IUSG
ISHARES TR
+$1.3M
166,896
+12%
建仓
POWI
POWER INTEGRATIONS INC
+$1.3M
17,020
减持
GSSC
GOLDMAN SACHS ETF TR
-$1.1M
344,996
-2%
增持
CVX
CHEVRON CORP NEW
+$1.1M
14,038
+72%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
90,988
+42%
建仓
—
SOUTHWESTERN ENERGY CO
+$1.1M
164,448
建仓
DLB
DOLBY LABORATORIES INC
+$1.1M
13,252
减持
HYMB
SPDR SER TR
-$1.0M
631,870
-2%
减持
IVW
ISHARES TR
-$1.0M
34,517
-28%
减持
IDV
ISHARES TR
-$1.0M
43,346
-46%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$1.0M
3,285
减持
JPM
JPMORGAN CHASE & CO
-$960.0K
35,454
-15%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$937.2K
67,418
-32%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$905.2K
58,649
-13%
建仓
SNA
SNAP ON INC
+$903.9K
3,544
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$899.8K
1,748
-77%
建仓
PB
PROSPERITY BANCSHARES INC
+$850.1K
15,576
建仓
ALRM
ALARM COM HLDGS INC
+$848.4K
13,876
减持
IGSB
ISHARES TR
-$844.3K
21,228
-44%
增持
ISRG
INTUITIVE SURGICAL INC
+$841.4K
3,577
+499%
建仓
CGNX
COGNEX CORP
+$841.2K
19,822
增持
VOO
VANGUARD INDEX FDS
+$836.1K
6,206
+58%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$831.8K
27,562
+17%
减持
DFAS
DIMENSIONAL ETF TRUST
-$824.1K
138,570
-6%
增持
DFUS
DIMENSIONAL ETF TRUST
-$822.3K
801,677
+1%
减持
EMB
ISHARES TR
-$817.1K
24,069
-26%
减持
IGLB
ISHARES TR
-$805.7K
46,210
-20%
建仓
SPMD
SPDR SER TR
+$792.4K
18,096
建仓
—
ROYAL CARIBBEAN GROUP
+$761.0K
8,259
增持
ADSK
AUTODESK INC
+$752.9K
7,555
+91%
建仓
INTU
INTUIT
+$719.4K
1,408
增持
HON
HONEYWELL INTL INC
+$712.4K
7,000
+150%
清仓
TSLA
TESLA INC
-$672.2K
0
-100%
增持
AAPL
APPLE INC
+$665.2K
41,458
+25%
建仓
FND
FLOOR & DECOR HLDGS INC
+$640.6K
7,079
增持
VONG
VANGUARD SCOTTSDALE FDS
+$604.8K
15,174
+148%
建仓
LSTR
LANDSTAR SYS INC
+$600.2K
3,392
增持
DFAI
DIMENSIONAL ETF TRUST
+$599.2K
54,422
+81%
增持
ETSY
ETSY INC
-$594.8K
29,740
+0%
建仓
DISV
DIMENSIONAL ETF TRUST
+$585.3K
24,615
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$578.0K
69,166
+30%
减持
DFAC
DIMENSIONAL ETF TRUST
-$576.8K
285,007
-4%
增持
VV
VANGUARD INDEX FDS
+$547.5K
43,033
+11%
增持
MSFT
MICROSOFT CORP
+$547.1K
14,047
+23%
增持
ABBV
ABBVIE INC
+$534.5K
6,247
+112%
减持
SPYV
SPDR SER TR
-$510.7K
262,265
-0%
减持
SPYD
SPDR SER TR
-$469.7K
48,391
-17%
增持
LOW
LOWES COS INC
+$456.1K
3,378
+210%
增持
ADBE
ADOBE INC
+$453.2K
2,334
+55%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$449.1K
19,497
-20%
减持
DLN
WISDOMTREE TR
-$441.0K
92,214
-4%
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$438.8K
66,417
-2%
减持
JNJ
JOHNSON & JOHNSON
-$427.8K
7,149
-23%
建仓
JEF
JEFFERIES FINL GROUP INC
+$412.7K
11,268
建仓
—
LAM RESEARCH CORP
+$408.7K
652
建仓
IPGP
IPG PHOTONICS CORP
+$405.4K
3,993
建仓
BAC
BANK AMERICA CORP
+$402.2K
14,691
建仓
IDCC
INTERDIGITAL INC
+$391.1K
4,874
建仓
LGIH
LGI HOMES INC
+$388.6K
3,906
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$388.3K
133,314
+7%
减持
VUG
VANGUARD INDEX FDS
-$384.4K
13,343
-6%
增持
VO
VANGUARD INDEX FDS
-$375.0K
32,700
+0%
建仓
GNRC
GENERAC HLDGS INC
+$370.8K
3,403
增持
VEA
VANGUARD TAX-MANAGED FDS
+$369.4K
645,548
+7%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$363.3K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$362.6K
4,838
建仓
VSAT
VIASAT INC
+$361.2K
19,568
建仓
UNH
UNITEDHEALTH GROUP INC
+$359.0K
712
增持
SHYG
ISHARES TR
+$354.9K
191,407
+6%
增持
EOG
EOG RES INC
+$353.5K
5,459
+85%
建仓
UAA
UNDER ARMOUR INC
+$352.3K
51,428
减持
VYM
VANGUARD WHITEHALL FDS
-$350.7K
26,439
-9%
建仓
KR
KROGER CO
+$349.9K
7,820
建仓
XLU
SELECT SECTOR SPDR TR
+$344.5K
5,846
增持
NVS
NOVARTIS AG
+$332.3K
7,275
+80%
增持
GOOGL
ALPHABET INC
+$330.9K
10,299
+21%
建仓
MUNI
PIMCO ETF TR
+$321.4K
6,420
减持
DIHP
DIMENSIONAL ETF TRUST
-$314.9K
9,309
-57%
建仓
NVDA
NVIDIA CORPORATION
+$308.9K
710
建仓
GGG
GRACO INC
+$305.1K
4,186
增持
MA
MASTERCARD INCORPORATED
+$304.3K
1,451
+111%
建仓
BP
BP PLC
+$297.9K
7,693
减持
PG
PROCTER AND GAMBLE CO
-$296.7K
7,617
-18%
增持
AVGO
BROADCOM INC
+$293.8K
672
+120%
增持
WMT
WALMART INC
+$284.5K
5,259
+49%
减持
LUV
SOUTHWEST AIRLS CO
-$282.3K
26,910
-4%
清仓
FCX
FREEPORT-MCMORAN INC
-$279.0K
0
-100%
清仓
MMM
3M CO
-$273.1K
0
-100%
建仓
UBND
VICTORY PORTFOLIOS II
+$272.2K
13,143
减持
MCD
MCDONALDS CORP
-$264.7K
5,573
-4%
建仓
HYG
ISHARES TR
+$264.5K
3,588
建仓
SBUX
STARBUCKS CORP
+$264.3K
2,896
建仓
THRM
GENTHERM INC
+$263.9K
4,864
减持
EMHY
ISHARES INC
-$263.5K
29,696
-18%
建仓
PRLB
PROTO LABS INC
+$261.5K
9,904
建仓
SNBRQ
SLEEP NUMBER CORP
+$261.4K
10,630
建仓
IRM
IRON MTN INC DEL
+$260.7K
4,385
建仓
MSM
MSC INDL DIRECT INC
+$254.6K
2,594
建仓
STRA
STRATEGIC ED INC
+$248.7K
3,305
建仓
AFL
AFLAC INC
+$247.5K
3,225
清仓
—
ACCENTURE PLC IRELAND
-$247.2K
0
-100%
清仓
EFA
ISHARES TR
-$244.2K
0
-100%
增持
PHM
PULTE GROUP INC
+$238.8K
12,246
+42%
减持
—
EXXON MOBIL CORP
+$235.5K
29,215
-2%