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Strategic Wealth Designers 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Strategic Wealth Designers

报告期 2026-03-31 · CIK 0001802365

持仓数

94

前50大市值合计

$755.4M

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*

SPTI SPDR SERIES TRUST

STATE STREET SPD

$63.5M

2,214,829

8.4%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$39.6M

479,047

5.2%

BCUS EXCHANGE LISTED FDS TR

BANCREEK US LARG

$36.2M

1,134,102

4.8%

AMZN AMAZON COM INC

COM

$30.4M

145,773

4.0%

SPTL SPDR SERIES TRUST

STATE STREET SPD

$29.2M

1,111,109

3.9%

AAPL APPLE INC

COM

$25.5M

100,409

3.4%

MSFT MICROSOFT CORP

COM

$23.8M

64,401

3.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$22.6M

34,781

3.0%

AVGO BROADCOM INC

COM

$21.8M

70,485

2.9%

JPM JPMORGAN CHASE & CO

COM

$20.8M

70,761

2.8%

GLD SPDR GOLD TR

GOLD SHS

$20.7M

48,154

2.7%

NVDA NVIDIA CORPORATION

COM

$20.6M

118,084

2.7%

META META PLATFORMS INC

CL A

$19.1M

33,338

2.5%

TMO THERMO FISHER SCIENTIFIC INC

COM

$17.8M

36,156

2.4%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$16.2M

182,200

2.1%

HUBB HUBBELL INC

COM

$15.9M

32,305

2.1%

ANGL VANECK ETF TRUST

FALLEN ANGEL HG

$15.8M

549,395

2.1%

GS GOLDMAN SACHS GROUP INC

COM

$14.6M

17,313

1.9%

GOOGL ALPHABET INC

CAP STK CL A

$14.5M

50,276

1.9%

JNJ JOHNSON & JOHNSON

COM

$14.3M

58,349

1.9%

BCIL EXCHANGE LISTED FDS TR

BANCREEK INT LC

$13.5M

514,513

1.8%

V VISA INC

COM CL A

$12.2M

40,506

1.6%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$12.2M

128,960

1.6%

BIL SPDR SERIES TRUST

STATE STREET SPD

$11.8M

128,652

1.6%

CRM SALESFORCE INC

COM

$11.7M

62,506

1.5%

— LINDE PLC

SHS

$11.5M

23,132

1.5%

LLY ELI LILLY & CO

COM

$11.1M

12,073

1.5%

PEP PEPSICO INC

COM

$10.7M

68,627

1.4%

COST COSTCO WHOLESALE CORPORATION

COM

$10.4M

10,396

1.4%

IXC ISHARES TR

GLOBAL ENERG ETF

$10.3M

179,561

1.4%

PG PROCTER & GAMBLE CO

COM

$10.3M

71,552

1.4%

DHR DANAHER CORP DEL

COM

$10.1M

53,246

1.3%

DUK DUKE ENERGY CORP NEW

COM NEW

$9.9M

75,849

1.3%

AXP AMERICAN EXPRESS CO

COM

$9.9M

32,767

1.3%

ORLY OREILLY AUTOMOTIVE INC

COM

$9.7M

105,218

1.3%

UBER UBER TECHNOLOGIES INC

COM

$9.6M

133,805

1.3%

MRSH MARSH & MCLENNAN COS INC

COM

$9.5M

54,575

1.3%

ABBV ABBVIE INC

COM

$9.2M

42,390

1.2%

BA BOEING CO

COM

$9.2M

46,127

1.2%

BX BLACKSTONE INC

COM

$8.4M

72,669

1.1%

IBM INTERNATIONAL BUSINESS MACHS

COM

$8.2M

33,911

1.1%

BSX BOSTON SCIENTIFIC CORP

COM

$7.3M

116,606

1.0%

PFF ISHARES TR

PFD AND INCM SEC

$6.6M

217,935

0.9%

WM WASTE MGMT INC DEL

COM

$6.5M

28,253

0.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.5M

11,179

0.9%

NFLX NETFLIX INC.

COM

$6.2M

64,891

0.8%

— EXXON MOBIL CORP

COM

$6.0M

35,117

0.8%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$5.9M

128,218

0.8%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$5.6M

74,635

0.7%

ROPE EA SERIES TRUST

COASTAL COMPASS

$2.6M

93,584

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

30%前 6 大占比

SPTI8.4%VCIT5.2%BCUS4.8%AMZN4.0%SPTL3.9%AAPL3.4%