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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 17
增持 77
减持 16
清仓 40
方向
标的
Δ市值
现股数(环比)
清仓
SCHX
-$4.6M
0
-100%
清仓
—
BOFA FIN LLC MED TERM NTS BOOK NOTE M/W CLBL INDEX LNKD
-$4.4M
0
-100%
清仓
—
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD
-$4.2M
0
-100%
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。
清仓
—
CITIGRP GLOBAL MKTS HLDGS INC NOTE M/W CLBL INDEX LNKD
-$4.1M
0
-100%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$4.1M
0
-100%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$4.1M
0
-100%
清仓
—
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD
-$4.0M
0
-100%
清仓
—
GS FINANCE CORP NOTE INDEX LNKD
-$3.8M
0
-100%
清仓
—
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD
-$2.8M
0
-100%
清仓
—
BOFA FIN LLC MED TERM NTS BOOK NOTE M/W CLBL INDEX LNKD
-$2.4M
0
-100%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$1.8M
0
-100%
清仓
PSN
PARSONS CORPORATION COM
-$1.7M
0
-100%
增持
AMZN
AMAZON COM INC COM
+$1.7M
111,894
+9%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$1.6M
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD
-$1.6M
0
-100%
减持
VTV
VANGUARD VALUE ETF
-$1.6M
1,781
-87%
增持
SPTL
SPDR SERIES TRUST PORTFOLIO LN TSR ETF
-$1.5M
1,006,765
+6%
清仓
—
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD
-$1.5M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
-$1.5M
0
-100%
清仓
—
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD
-$1.4M
0
-100%
清仓
VBR
VANGUARD SM CP VAL ETF
-$1.3M
0
-100%
增持
AAPL
APPLE INC COM
+$1.3M
110,815
+8%
增持
—
CITIGROUP INC NOTE QTRLY VAR
+$1.2M
32,996
+5%
增持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$1.2M
28,460
+24%
建仓
LLY
ELI LILLY AND COMPANY COM
+$1.2M
3,589
清仓
SCHA
SCHWAB STRATEGIC TR US SML CAP ETF
-$1.1M
0
-100%
增持
NOBL
PROSHARES TRUST SP 500 DV ARIST ETF
+$975.0K
277,235
+12%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD
-$923.0K
0
-100%
增持
XLY
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF
+$891.0K
30,834
+21%
增持
PFF
ISHARES TRUST PFD AND INCM SEC ETF
+$875.0K
365,535
+12%
清仓
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ ETF
-$874.0K
0
-100%
增持
TSN
TYSON FOODS INC COM CL A
-$857.0K
54,805
+6%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$850.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
-$848.0K
0
-100%
清仓
AVEM
AMERICAN CENTURY INVESTMENTS AVANTIS EMGMKT ETF
-$829.0K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ ETF
-$808.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC COM
+$734.0K
95,316
+9%
建仓
BALL
BALL CORP COM
+$554.0K
11,464
建仓
HPQ
HP INCORPORATION COM
+$531.0K
21,320
增持
NFLX
NETFLIX INC COM
+$517.0K
5,922
+18%
减持
UPS
UNITED PARCEL SERVICE INC COM CL B
-$512.0K
2,304
-52%
清仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$467.0K
0
-100%
增持
DIS
WALT DISNEY COMPANY (THE) COM
+$462.0K
45,403
+12%
增持
T
AT&T INC COM
-$458.0K
112,434
+8%
增持
VZ
VERIZON COMMUNICATIONS COM
-$457.0K
65,771
+13%
增持
PG
PROCTER GAMBLE CO COM
-$441.0K
32,372
+3%
增持
WM
WASTE MANAGEMENT INC COM
+$437.0K
18,947
+12%
增持
STIP
ISHARES TRUST 0-5 YR TIPS ETF
+$430.0K
106,711
+10%
清仓
VOO
VANGUARD SP 500 ETF SHS
-$428.0K
0
-100%
建仓
WTFC
WINTRUST FINANCIAL CORP COM
+$408.0K
5,000
清仓
FNDX
SCHWAB STRATEGIC TR SCHWAB FDT US LG ETF
-$404.0K
0
-100%
增持
EPI
WISDOMTREE TRUST INDIA ERNGS FD ETF
+$401.0K
99,588
+12%
增持
XBI
SPDR SERIES TRUST S&P BIOTECH ETF
+$401.0K
20,656
+24%
增持
KO
COCA-COLA CO COM
-$382.0K
126,783
+7%
清仓
FNDC
SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF
-$368.0K
0
-100%
增持
GOOGL
ALPHABET INC COM CL A
-$362.0K
36,152
+1962%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
+$361.0K
2,370
+137%
减持
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
-$354.0K
20,041
-38%
增持
KHC
KRAFT HEINZ CO COM
-$350.0K
116,704
+5%
增持
GLD
SPDR GOLD TRUST GOLD SHS ETF
-$329.0K
56,980
+5%
增持
MSFT
MICROSOFT CORP COM
-$329.0K
20,039
+3%
清仓
SPDW
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF
-$321.0K
0
-100%
减持
SPYM
SPDR SERIES TRUST PORTFOLIO SP 500 ETF
-$316.0K
8,800
-43%
增持
V
VISA INC COM CL A
-$298.0K
22,284
+3%
建仓
IVV
ISHARES TRUST CORE SP500 ETF
+$294.0K
820
清仓
BF/B
BROWN FORMAN CORP COM CL B
-$289.0K
0
-100%
清仓
GOVT
ISHARES TRUST US TREAS BD ETF
-$288.0K
0
-100%
增持
IBM
INTERNATIONAL BUS MACH CORP COM
-$284.0K
17,595
+5%
增持
PGF
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF
+$271.0K
235,672
+12%
建仓
SUSA
ISHARES TRUST MSCI USA ESG SLC ETF
+$264.0K
3,477
建仓
SPIB
SPDR SERIES TRUST PORTFOLIO INTRMD ETF
+$259.0K
8,274
清仓
—
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD
-$257.0K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$257.0K
1,201
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$253.0K
21,082
建仓
SPTI
SPDR SERIES TRUST PORTFLI INTRMDIT ETF
+$249.0K
8,838
增持
LYFT
LYFT INC COM CL A
+$249.0K
118,927
+20%
清仓
SRLN
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF
-$233.0K
0
-100%
增持
JPM
JP MORGAN CHASE & CO COM
+$228.0K
51,183
+13%
建仓
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
+$224.0K
10,935
建仓
CINF
CINCINNATI FINANCIAL CORP COM
+$224.0K
2,500
建仓
IJH
ISHARES TRUST CORE SP MCP ETF
+$223.0K
1,018
建仓
PYPL
PAYPAL HOLDINGS INC COM
+$222.0K
2,585
建仓
ARKK
ARK ETF TR INNOVATION ETF
+$222.0K
5,892
增持
CRM
SALESFORCE INC COM
-$221.0K
30,670
+9%
清仓
XEL
XCEL ENERGY INC COM
-$215.0K
0
-100%
清仓
PFE
PFIZER INC COM
-$212.0K
0
-100%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$205.0K
7,329
+29%
清仓
—
FORT BEND CNTY TEX MUN UTIL DI ULTD TAX BDS CLBL
-$201.0K
0
-100%
增持
BA
BOEING CO COM
-$195.0K
24,855
+6%
增持
ARKG
ARK ETF TR GENOMIC REV ETF
+$188.0K
36,337
+14%
增持
HD
HOME DEPOT INC COM
+$172.0K
1,528
+68%
增持
DIA
SPDR DOW JONES IND UT SER 1 ETF
-$171.0K
29,217
+5%
增持
META
META PLATFORMS INC COM CL A
-$165.0K
27,512
+14%
增持
TIP
ISHARES TRUST TIPS BD ETF
-$162.0K
52,492
+5%
增持
SPY
SPDR SP500 ETF TRUST TR UNIT ETF
+$150.0K
49,691
+7%
增持
JNJ
JOHNSON JOHNSON COM
-$139.0K
15,148
+3%
增持
CSCO
CISCO SYSTEMS INC COM
+$139.0K
72,800
+12%
减持
SPLV
INVESCO EXCHANGE TRADED FUND T SP500 LOW VOL ETF
-$129.0K
11,284
-11%
增持
XT
ISHARES TRUST EXPONENTIAL TECH ETF
+$112.0K
28,404
+18%
建仓
—
CARNIVAL CORP UNITS
+$112.0K
15,965
增持
BLV
VANGUARD LONG TERM BOND ETF
+$109.0K
59,307
+14%
增持
VGSH
VANGUARD SHORT TERM TREAS ETF
+$92.0K
210,689
+3%
增持
BLOK
AMPLIFY ETF TR BLOCKCHAIN LDR ETF
+$83.0K
26,478
+18%
增持
WMT
WALMART INC COM
+$75.0K
2,464
+22%
增持
HUM
HUMANA INC COM
+$67.0K
1,560
+6%
增持
CWB
SPDR SERIES TRUST SPDR BLOOMBERG CONVERTIBLE
+$66.0K
6,218
+23%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$66.0K
6,639
+5%
增持
VTI
VANGUARD TOTAL STK MKT ETF
-$64.0K
71,454
+5%
增持
TAN
INVESCO EXCHANGE TRADED FUND T SOLAR ETF
+$64.0K
10,326
+6%
减持
BND
VANGUARD TOTAL BND MRKT ETF
-$62.0K
3,204
-17%
增持
VGT
VANGUARD INF TECH ETF
+$53.0K
2,313
+15%
增持
—
DUPONT DE NEMOURS INC COM
-$53.0K
35,379
+7%
增持
BP
BP ADR SPONSORED
+$52.0K
9,037
+24%
减持
ABT
ABBOTT LABORATORIES COM
-$45.0K
2,872
-3%
增持
O
REALTY INCOME CORP COM
-$45.0K
4,670
+1%
减持
TFC
TRUIST FINANCIAL CORPORATION COM
-$41.0K
5,298
-8%
增持
ABR
ARBOR REALTY TRUST INC COM USD0.01
+$41.0K
193,005
+16%
增持
COST
COSTCO WHOLESALE CORP COM
+$39.0K
9,388
+2%
减持
LCTX
LINEAGE CELL THERAPEUTICS INC COM
-$37.0K
37,008
-26%
减持
FEZ
SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF
-$37.0K
6,965
-3%
增持
LHX
L3 HARRIS TECHNOLOGIES INC COM
-$36.0K
1,199
+2%
增持
ADBE
ADOBE INC COM
+$34.0K
2,482
+40%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$34.0K
35,806
+12%
减持
WBD
WARNER BROS DISCOVERY INC COM
-$33.0K
12,820
-5%
增持
AXP
AMERICAN EXPRESS CO COM
+$31.0K
28,078
+4%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$29.0K
8,866
+5%
增持
ELV
ELEVANCE HEALTH INC COM
+$28.0K
609
+18%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$27.0K
624
+11%
清仓
—
ATHERSYS INC COM
-$25.0K
0
-100%
增持
ENB
ENBRIDGE INC COM
-$25.0K
8,023
+5%
增持
VAW
VANGUARD MATERIALS ETF
-$25.0K
21,293
+7%
减持
ASX
ASE TECHNOLOGY HOLDING CO LTD ADR SPONSORED
-$24.0K
13,346
-24%
增持
—
VIRGIN GALACTIC HLDGS INC COM
-$23.0K
91,863
+21%
清仓
—
PALISADE BIO INC COM
-$22.0K
0
-100%
减持
SMDV
PROSHARES TRUST RUSS 2000 DIVD ETF
-$20.0K
3,647
-3%
增持
TSLA
TESLA INC COM
-$20.0K
1,846
+144%
增持
REMX
VANECK ETF TRUST VANECK RARE EARTH/STRATEGIC
+$17.0K
8,535
+7%
增持
NVDA
NVIDIA CORP COM
-$16.0K
6,102
+22%
减持
—
EKSO BIONICS HOLDINGS INC COM
-$15.0K
22,419
-26%
减持
—
AGEX THERAPEUTICS INC COM
-$15.0K
82,010
-23%
清仓
—
COHBAR INC COM
-$12.0K
0
-100%
增持
SPG
SIMON PROPERTY GROUP INC COM USD
-$12.0K
2,500
+1%
增持
GLTR
ABERDEEN PREIOUS MTLS BSKT TR ABRDN PRECIOUS METALS BASKE
+$11.0K
21,827
+6%
增持
STWD
STARWOOD PROPERTY TRUST INC COM
+$8.0K
136,668
+15%
增持
UNP
UNION PACIFIC CORP COM
+$5.0K
1,147
+12%
增持
MOO
VANECK ETF TRUST VANECK AGRIBUSINESS ETF
-$5.0K
39,851
+7%
增持
DUK
DUKE ENERGY CORP COM
+$5.0K
4,642
+17%
建仓
—
TALON METALS CORPORATION COM
+$4.0K
11,750
增持
ABBV
ABBVIE INC COM
-$1.0K
3,386
+14%
减持
—
PHI GROUP INC COM
+$0
225,000
-18%
