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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 111 项
建仓 22
增持 69
减持 12
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPTL
SPDR SERIES TRUST PORTFOLIO LN TSR ETF
+$4.6M
1,694,028
+20%
增持
SPY
SPDR SP500 ETF TRUST TR UNIT ETF
+$2.5M
48,747
+19%
增持
AMZN
AMAZON COM INC COM
+$2.4M
5,371
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。
+19%
增持
GLD
SPDR GOLD TRUST GOLD SHS ETF
+$1.9M
62,708
+14%
增持
NOBL
PROSHARES TRUST SP 500 DV ARIST ETF
+$1.5M
294,451
+9%
增持
AAPL
APPLE INC COM
+$1.4M
115,885
+9%
增持
KO
COCA-COLA CO COM
+$1.4M
147,144
+13%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.3M
29,098
+15%
增持
BLV
VANGUARD LONG TERM BOND ETF
+$1.3M
61,160
+46%
增持
KHC
KRAFT HEINZ CO COM
+$1.2M
125,151
+20%
减持
VGSH
VANGUARD SHORT TERM TREAS ETF
-$1.1M
506,378
-1%
增持
DIA
SPDR DOW JONES IND UT SER 1 ETF
+$1.1M
31,487
+16%
增持
TIP
ISHARES TRUST TIPS BD ETF
+$1.0M
31,268
+40%
增持
MOO
VANECK ETF TRUST VANECK AGRIBUSINESS ETF
+$990.0K
49,036
+13%
增持
META
META PLATFORMS INC COM CL A
-$952.0K
21,785
+26%
增持
V
VISA INC COM CL A
+$922.0K
22,188
+20%
增持
TSN
TYSON FOODS INC COM CL A
+$759.0K
57,834
+14%
建仓
SPLV
INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF
+$696.0K
10,368
增持
COST
COSTCO WHOLESALE CORP COM
+$656.0K
10,221
+11%
建仓
HUM
HUMANA INC COM
+$641.0K
1,472
增持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$626.0K
25,131
+18%
增持
VTI
VANGUARD TOTAL STK MKT ETF
+$604.0K
74,699
+10%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$580.0K
3,674
增持
VAW
VANGUARD MATERIALS ETF
+$523.0K
24,704
+14%
增持
JNJ
JOHNSON & JOHNSON COM
+$516.0K
15,419
+19%
增持
PFF
ISHARES TRUST PFD AND INCM SEC ETF
+$516.0K
350,749
+13%
增持
PG
PROCTER & GAMBLE CO COM
+$452.0K
33,898
+17%
建仓
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
+$444.0K
8,354
增持
WM
WASTE MANAGEMENT INC COM
+$428.0K
11,037
+39%
增持
GLTR
ABERDEEN PREIOUS MTLS BSKT TR ABRDN PRECIOUS METALS BASKE
+$426.0K
22,812
+16%
增持
GOOGL
ALPHABET INC COM CL A
+$407.0K
2,239
+11%
建仓
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
+$379.0K
13,654
增持
CSCO
CISCO SYSTEMS INC COM
+$356.0K
37,815
+37%
增持
ABR
ARBOR REALTY TRUST INC COM USD
-$322.0K
327,059
+2%
增持
LYFT
LYFT INC COM CL A
+$309.0K
71,008
+26%
建仓
BLOK
AMPLIFY ETF TR BLOCKCHAIN LDR ETF
+$301.0K
8,806
增持
VZ
VERIZON COMMUNICATIONS COM
+$299.0K
64,534
+12%
建仓
—
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD
+$283.0K
259
建仓
FEZ
SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF
+$281.0K
6,821
建仓
LHX
L3 HARRIS TECHNOLOGIES INC COM
+$273.0K
1,098
建仓
—
GS FINANCE CORP NOTE INDEX LNKD
+$273.0K
237
建仓
SMDV
PROSHARES TRUST RUSS 2000 DIVD ETF
+$271.0K
4,192
建仓
TFC
TRUIST FINANCIAL CORPORATION COM
+$270.0K
4,754
增持
STWD
STARWOOD PROPERTY TRUST INC COM
+$269.0K
160,660
+8%
建仓
GE
GENERAL ELECTRIC CO COM
+$264.0K
2,891
增持
NFLX
NETFLIX INC COM
-$259.0K
2,931
+30%
建仓
NVDA
NVIDIA CORP COM
+$255.0K
934
增持
IVV
ISHARES TRUST CORE SP500 ETF
+$254.0K
1,184
+100%
建仓
A
AGILENT TECHNOLOGIES INC COM
+$253.0K
1,914
清仓
PFE
PFIZER INC
-$247.0K
0
-100%
建仓
—
JP MORGAN CHASE FINL CO LLC NOTE INDEX LNKD
+$241.0K
135
清仓
SCHF
SCHWAB STRATEGIC TR
-$231.0K
0
-100%
增持
BA
BOEING CO COM
+$231.0K
23,245
+11%
建仓
PSK
SPDR SERIES TRUST ICE PREFERRED SECURITIES ETF
+$224.0K
5,734
减持
BND
VANGUARD TOTAL BND MRKT ETF
-$223.0K
3,473
-41%
建仓
PFFD
GLOBAL X FDS US PFD ETF
+$218.0K
9,266
清仓
VXUS
VANGUARD STAR FDS
-$212.0K
0
-100%
减持
UBSI
UNITED BANKSHARES INC COM
-$211.0K
9,033
-38%
清仓
VUG
VANGUARD INDEX FDS
-$209.0K
0
-100%
增持
EPI
WISDOMTREE TRUST INDIA ERNGS FD ETF
+$208.0K
123,493
+6%
清仓
MCD
MCDONALDS CORP
-$202.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$202.0K
0
-100%
建仓
—
GS FINANCE CORP NOTE INDEX LNKD
+$200.0K
200
增持
JPM
JP MORGAN CHASE & CO COM
+$187.0K
36,300
+21%
增持
DIS
WALT DISNEY COMPANY (THE) COM
+$185.0K
37,148
+17%
增持
UBER
UBER TECHNOLOGIES INC COM
+$183.0K
74,420
+26%
增持
MSFT
MICROSOFT CORP COM
+$181.0K
19,948
+12%
增持
REMX
VANECK ETF TRUST VANECK RARE EARTH/STRATEGIC
+$163.0K
9,098
+12%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$161.0K
37,875
+3%
增持
CRM
SALESFORCE INC COM
+$158.0K
26,182
+23%
增持
PGF
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF
-$148.0K
275,245
+8%
增持
TAN
INVESCO EXCHANGE TRADED FUND T SOLAR ETF
+$137.0K
9,987
+25%
增持
—
DUPONT DE NEMOURS INC COM
+$137.0K
33,819
+16%
增持
XBI
SPDR SERIES TRUST SP BIOTECH ETF
+$132.0K
14,396
+39%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$129.0K
8,858
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
+$118.0K
2,366
-1%
增持
T
ATT INC COM
+$109.0K
151,454
+7%
增持
—
VIRGIN GALACTIC HLDGS INC COM
+$103.0K
48,723
+72%
减持
CWB
SPDR SERIES TRUST SPDR BLOOMBERG CONVERTIBLE
-$101.0K
10,483
-4%
增持
ABBV
ABBVIE INC COM
+$98.0K
3,637
+0%
增持
TSLA
TESLA INC COM
+$92.0K
710
+11%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$91.0K
565
-25%
增持
XT
ISHARES TRUST EXPONENTIAL TECH ETF
+$73.0K
25,092
+18%
增持
SPG
SIMON PROPERTY GROUP INC COM USD
-$69.0K
2,473
+0%
增持
ENB
ENBRIDGE INC COM
+$65.0K
7,620
+4%
减持
LCTX
LINEAGE CELL THERAPEUTICS INC COM
-$63.0K
62,488
-4%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-$62.0K
3,763
+62%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$61.0K
6,448
+19%
增持
WMT
WALMART INC COM
+$44.0K
2,344
+11%
增持
DUK
DUKE ENERGY CORP COM
+$39.0K
3,505
+4%
增持
UPS
UNITED PARCEL SERVICE INC COM CL B
+$34.0K
4,984
+3%
增持
ARKG
ARK ETF TR GENOMIC REV ETF
+$32.0K
23,955
+37%
增持
UNP
UNION PACIFIC CORP COM
+$31.0K
980
+4%
增持
VGT
VANGUARD INF TECH ETF
-$28.0K
2,701
+7%
增持
—
AGEX THERAPEUTICS INC COM
-$24.0K
115,213
+3%
减持
O
REALTY INCOME CORP COM
-$19.0K
4,570
-2%
增持
—
EKSO BIONICS HOLDINGS INC COM
+$17.0K
29,854
+15%
增持
IBM
INTERNATIONAL BUS MACH CORP COM
+$17.0K
17,896
+4%
增持
ABT
ABBOTT LABORATORIES COM
-$16.0K
2,701
+13%
增持
—
ATHERSYS INC COM
-$16.0K
81,916
+13%
增持
FDN
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF
+$13.0K
1,146
+28%
增持
ASX
ASE TECHNOLOGY HOLDING CO LTD ADR SPONSORED
-$11.0K
18,795
+2%
减持
—
COHBAR INC COM
-$8.0K
106,657
-10%
减持
LLY
ELI LILLY AND COMPANY COM
+$7.0K
4,183
-3%
减持
BP
BP ADR SPONSORED
-$5.0K
77,891
-10%
建仓
—
VULCAN MINERALS INC COM
+$4.0K
19,500
增持
AVGO
BROADCOM INC COM
+$4.0K
331
+8%
建仓
BIOF
BLUE BIOFUELS INC COM
+$2.0K
10,000
建仓
—
PHI GROUP INC COM
+$1.0K
355,000
清仓
EVLVW
EVOLV TECHNOLOGIES HLDNGS IN
+$0
0
-100%
清仓
OXY/WS
OCCIDENTAL PETE CORP
+$0
0
-100%
