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

MOULTON WEALTH MANAGEMENT, INC

报告期 2026-03-31 · CIK 0001792510

持仓数

52

前50大市值合计

$146.5M

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*

TFLO ISHARES TR

TRS FLT RT BD

$23.3M

461,402

15.9%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$22.9M

455,153

15.7%

FLOT ISHARES TR

FLTG RATE NT ETF

$10.0M

196,477

6.8%

SH PROSHARES TR

SHORT S&P 500 NE

$7.6M

202,391

5.2%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$7.0M

91,466

4.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.9M

15,128

3.3%

SJNK SPDR SERIES TRUST

STATE STREET SPD

$4.6M

185,308

3.2%

SGVT SCHWAB STRATEGIC TR

GOVERNMENT MONEY

$4.6M

4,610,837

3.1%

AAAU GOLDMAN SACHS PHYSICAL GOLD

UNIT

$3.5M

75,094

2.4%

SRLN SSGA ACTIVE ETF TR

STATE STREET BLA

$3.3M

81,542

2.2%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$3.1M

32,566

2.1%

GLL PROSHARES TR II

ULTRASHORT GOLD

$2.7M

135,170

1.9%

SPXU PROSHARES TR

ULTRAPRO SHORT S

$2.6M

46,895

1.8%

ROKT SPDR SERIES TRUST

STATE STREET SPD

$2.6M

28,176

1.8%

GLD SPDR GOLD TR

GOLD SHS

$2.3M

5,378

1.6%

— EXXON MOBIL CORP

COM

$2.2M

13,517

1.5%

IBTL ISHARES TR

IBONDS DEC 2031

$2.2M

106,671

1.5%

IBTG ISHARES TR

IBONDS 26 TRM TS

$2.1M

93,125

1.5%

IBTH ISHARES TR

IBONDS 27 TRM TS

$2.1M

95,079

1.5%

IBMR ISHARES TR

IBONDS DEC 2029

$2.1M

95,473

1.4%

IEI ISHARES TR

3 7 YR TREAS BD

$2.1M

17,392

1.4%

DXJ WISDOMTREE TR

JAPN HEDGE EQT

$1.9M

11,726

1.3%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$1.8M

23,619

1.2%

XLVI SELECT SECTOR SPDR TR

STATE STREET HEA

$1.8M

11,966

1.2%

IEF ISHARES TR

7-10 YR TRSY BD

$1.8M

18,372

1.2%

VWOB VANGUARD WHITEHALL FDS

EM MK GOV BD ETF

$1.7M

25,987

1.2%

SLV ISHARES SILVER TR

ISHARES

$1.6M

23,994

1.1%

XLEI SELECT SECTOR SPDR TR

STATE STREET ENE

$1.5M

25,317

1.0%

XLKI SELECT SECTOR SPDR TR

STATE STREET TEC

$1.5M

10,877

1.0%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$1.4M

3,607

1.0%

XLII SELECT SECTOR SPDR TR

STATE STREET IND

$1.4M

8,552

1.0%

ITA ISHARES TR

US AER DEF ETF

$1.1M

5,130

0.8%

IYW ISHARES TR

U.S. TECH ETF

$1.0M

5,654

0.7%

ZSL PROSHARES TR II

ULTRA SHORT SILV

$1.0M

42,740

0.7%

XLUI SELECT SECTOR SPDR TR

STATE STREET UTI

$1.0M

21,619

0.7%

CVX CHEVRON CORPORATION

COM

$988.9K

4,932

0.7%

SIL GLOBAL X FDS

GLOBAL X SILVER

$802.0K

8,662

0.5%

XLCI SELECT SECTOR SPDR TR

STATE STREET COM

$791.2K

7,111

0.5%

VPL VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF

$682.5K

6,939

0.5%

NOBL PROSHARES TR

S&P 500 DV ARIST

$636.3K

6,004

0.4%

COST COSTCO WHOLESALE CORPORATION

COM

$634.6K

630

0.4%

XLSI SELECT SECTOR SPDR TR

STATE STREET CON

$577.9K

7,074

0.4%

COPX GLOBAL X FDS

GLOBAL X COPPER

$560.8K

7,292

0.4%

IAU ISHARES GOLD TR

ISHARES NEW

$528.8K

6,006

0.4%

USDU WISDOMTREE TR

BLMBG US BULL

$511.0K

19,421

0.3%

RPV INVESCO EXCHANGE TRADED FD T

S&P500 PUR VAL

$390.9K

3,645

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$301.5K

461

0.2%

NUGT DIREXION SHARES ETF TRUST

DAILY GOLD MINER

$289.5K

6,089

0.2%

IBTM ISHARES TR

IBONDS DEC 2032

$272.1K

11,892

0.2%

AZO AUTOZONE INC

COM

$256.1K

75

0.2%

* 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

52%前 6 大占比

TFLO15.9%USFR15.7%FLOT6.8%SH5.2%SPYM4.8%VTI3.3%