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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
$755.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
24Q4
24Q3
24Q2
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 97 项
建仓 12
增持 64
减持 12
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPTL
SPDR SER TR
+$10.0M
1,411,264
+18%
增持
AAPL
APPLE INC
+$4.5M
106,148
+5%
增持
NOBL
PROSHARES TR
+$4.2M
269,326
+7%
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。
增持
SPY
SPDR S&P 500 ETF TR
+$3.5M
41,135
+10%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.4M
511,301
-9%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
67,937
+11%
增持
AMZN
AMAZON COM INC
+$2.1M
4,531
+14%
增持
BLV
VANGUARD BD INDEX FDS
+$1.8M
42,031
+70%
增持
KO
COCA COLA CO
+$1.7M
130,693
+14%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
9,213
+11%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.5M
27,086
+9%
增持
MSFT
MICROSOFT CORP
+$1.5M
17,749
+11%
增持
GLD
SPDR GOLD TR
+$1.3M
54,945
+11%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
28,902
+15%
增持
QQQ
INVESCO QQQ TR
+$1.2M
21,327
+5%
增持
TIP
ISHARES TR
+$1.2M
22,314
+68%
增持
PFF
ISHARES TR
+$1.1M
310,869
+8%
增持
LLY
LILLY ELI & CO
+$990.0K
4,311
+394%
增持
TSN
TYSON FOODS INC
+$940.0K
50,764
+15%
增持
VNQ
VANGUARD INDEX FDS
+$871.0K
36,763
+10%
增持
CSCO
CISCO SYS INC
+$813.0K
27,668
+60%
增持
VAW
VANGUARD WORLD FDS
+$802.0K
21,696
+9%
增持
GOOGL
ALPHABET INC
+$747.0K
2,009
+7%
增持
—
DUPONT DE NEMOURS INC
+$678.0K
29,106
+18%
增持
META
META PLATFORMS INC
+$670.0K
17,233
+13%
增持
JPM
JPMORGAN CHASE & CO
+$646.0K
30,063
+19%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$604.0K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$595.0K
7,916
+61%
清仓
HUM
HUMANA INC
-$571.0K
0
-100%
增持
V
VISA INC
+$561.0K
18,453
+20%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$521.0K
12,262
增持
KHC
KRAFT HEINZ CO
+$517.0K
104,621
+19%
增持
MOO
VANECK ETF TRUST
+$515.0K
43,345
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$515.0K
17,281
+36%
建仓
UNH
UNITEDHEALTH GROUP INC
+$379.0K
754
增持
JNJ
JOHNSON & JOHNSON
+$371.0K
12,960
+14%
增持
AXP
AMERICAN EXPRESS CO
+$356.0K
25,334
+13%
增持
TSLA
TESLA INC
+$320.0K
637
+42%
建仓
WMT
WALMART INC
+$305.0K
2,109
清仓
A
AGILENT TECHNOLOGIES INC
-$302.0K
0
-100%
增持
GLTR
ABERDEEN STD PRECIOUS METALS
+$264.0K
19,746
+13%
清仓
TFC
TRUIST FINL CORP
-$263.0K
0
-100%
减持
BP
BP PLC
-$257.0K
86,189
-8%
建仓
PFE
PFIZER INC
+$247.0K
4,181
建仓
ELV
ANTHEM INC
+$247.0K
534
清仓
PSK
SPDR SER TR
-$244.0K
0
-100%
清仓
PFFD
GLOBAL X FDS
-$239.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$237.0K
940
增持
GS
GOLDMAN SACHS GROUP INC
+$232.0K
5,406
+13%
建仓
SCHF
SCHWAB STRATEGIC TR
+$231.0K
5,934
增持
VZ
VERIZON COMMUNICATIONS INC
+$225.0K
57,511
+12%
清仓
PYPL
PAYPAL HLDGS INC
-$219.0K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$219.0K
2,518
+8%
清仓
DDD
3-D SYS CORP DEL
-$218.0K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$212.0K
3,342
清仓
HD
HOME DEPOT INC
-$209.0K
0
-100%
增持
STWD
STARWOOD PPTY TR INC
+$208.0K
148,718
+6%
建仓
AVGO
BROADCOM INC
+$204.0K
307
建仓
MCD
MCDONALDS CORP
+$202.0K
755
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$202.0K
892
建仓
QCOM
QUALCOMM INC
+$202.0K
1,104
增持
LYFT
LYFT INC
-$201.0K
56,578
+16%
增持
UBER
UBER TECHNOLOGIES INC
+$193.0K
58,960
+17%
增持
—
VIRGIN GALACTIC HOLDINGS INC
-$169.0K
28,278
+30%
增持
CRM
SALESFORCE COM INC
+$152.0K
21,253
+10%
增持
T
AT&T INC
-$149.0K
141,074
+5%
减持
ABR
ARBOR REALTY TRUST INC
-$140.0K
322,140
-1%
增持
XT
ISHARES TR
+$139.0K
21,315
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$137.0K
2,399
-23%
减持
UPS
UNITED PARCEL SERVICE INC
+$122.0K
4,828
-4%
增持
ABBV
ABBVIE INC
+$114.0K
3,630
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$82.0K
2,465
+3%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$80.0K
255,294
+3%
增持
ARKG
ARK ETF TR
-$77.0K
17,437
+14%
增持
REMX
VANECK ETF TRUST
+$75.0K
8,142
+0%
增持
XBI
SPDR SER TR
-$61.0K
10,380
+8%
增持
WTFC
WINTRUST FINL CORP
+$52.0K
5,003
+0%
增持
BND
VANGUARD BD INDEX FDS
+$49.0K
5,890
+11%
增持
EPI
WISDOMTREE TR
+$46.0K
116,194
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$43.0K
2,327
-22%
减持
ABT
ABBOTT LABS
+$42.0K
2,385
-4%
增持
O
REALTY INCOME CORP
+$42.0K
4,687
+4%
减持
CWB
SPDR SER TR
-$42.0K
10,945
-2%
增持
—
EKSO BIONICS HLDGS INC
-$39.0K
26,039
+13%
增持
—
COHBAR INC
-$37.0K
118,735
+47%
增持
DUK
DUKE ENERGY CORP NEW
+$37.0K
3,356
+4%
增持
—
AGEX THERAPEUTICS INC
+$35.0K
112,251
+21%
增持
BA
BOEING CO
+$33.0K
20,963
+9%
增持
DIS
DISNEY WALT CO
+$29.0K
31,698
+12%
增持
NFLX
NETFLIX INC
+$28.0K
2,252
+3%
增持
—
ATHERSYS INC NEW
-$20.0K
72,685
+11%
减持
LCTX
LINEAGE CELL THERAPEUTICS IN
-$20.0K
65,069
-8%
增持
TAN
INVESCO EXCH TRADED FD TR II
+$12.0K
8,019
+6%
减持
IVV
ISHARES TR
-$11.0K
593
-13%
减持
VUG
VANGUARD INDEX FDS
+$7.0K
650
-7%
增持
ENB
ENBRIDGE INC
-$4.0K
7,328
+1%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$4.0K
18,479
-2%
