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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 129 项
建仓 21
增持 82
减持 16
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
—
ROYAL BANK OF CANADA NOTE INDEX LNKD
+$11.5M
11,387
减持
SPTL
SPDR SERIES TRUST PORTFOLIO LN TSR ETF
-$9.2M
656,644
-35%
建仓
—
GS FINANCE CORP NOTE INDEX LNKD
+$9.0M
8,714
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
NOBL
PROSHARES TRUST SP 500 DV ARIST ETF
+$6.7M
315,987
+14%
增持
SPY
SPDR SP500 ETF TRUST TR UNIT ETF
+$5.7M
59,897
+21%
减持
BLV
VANGUARD LONG TERM BOND ETF
-$3.9M
4,361
-93%
增持
VTI
VANGUARD TOTAL STK MKT ETF
+$3.5M
83,174
+16%
增持
GLD
SPDR GOLD TRUST GOLD SHS ETF
+$3.1M
67,468
+18%
增持
DIA
SPDR DOW JONES IND UT SER 1 ETF
+$2.8M
33,535
+15%
增持
JPM
JP MORGAN CHASE & CO COM
+$2.7M
58,636
+15%
增持
BA
BOEING CO COM
+$2.5M
26,481
+7%
增持
PFF
ISHARES TRUST PFD AND INCM SEC ETF
+$2.4M
424,030
+16%
建仓
—
GOLDMAN SACHS GROUP INC NOTE QTRLY VAR
+$2.1M
2,106
增持
VGSH
VANGUARD SHORT TERM TREAS ETF
+$2.1M
243,923
+16%
增持
STIP
ISHARES TRUST 0-5 YR TIPS ETF
+$2.0M
125,201
+17%
增持
PG
PROCTER & GAMBLE CO COM
+$1.9M
40,988
+27%
增持
KO
COCA-COLA CO COM
+$1.7M
147,747
+17%
增持
V
VISA INC COM CL A
+$1.6M
25,474
+14%
增持
TIP
ISHARES TRUST TIPS BD ETF
+$1.6M
65,714
+25%
增持
ABR
ARBOR REALTY TRUST INC COM USD0.01
+$1.6M
267,757
+39%
增持
KHC
KRAFT HEINZ CO COM
+$1.5M
1,353,191
+1060%
增持
DIS
WALT DISNEY COMPANY (THE) COM
+$1.5M
57,947
+28%
增持
VAW
VANGUARD MATERIALS ETF
+$1.5M
25,645
+20%
增持
META
META PLATFORMS INC COM CL A
+$1.4M
38,940
+42%
增持
—
CITIGROUP INC NOTE QTRLY VAR
+$1.4M
34,615
+5%
增持
CSCO
CISCO SYSTEMS INC COM
+$1.2M
88,564
+22%
增持
—
DUPONT DE NEMOURS INC COM
+$1.2M
41,006
+16%
增持
AAPL
APPLE INC COM
+$1.2M
122,094
+10%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.2M
33,101
+18%
增持
MOO
VANECK ETF TRUST VANECK AGRIBUSINESS ETF
+$1.1M
47,980
+20%
增持
NVDA
NVIDIA CORP COM
+$1.1M
10,401
+70%
增持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$1.0M
31,070
+9%
增持
CRM
SALESFORCE INC COM
+$1.0M
37,341
+22%
增持
LYFT
LYFT INC COM CL A
+$1.0M
179,852
+51%
增持
VZ
VERIZON COMMUNICATIONS COM
+$913.9K
85,335
+30%
增持
XLY
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF
+$852.2K
38,007
+23%
增持
T
ATT INC COM
+$851.1K
135,442
+20%
清仓
HUM
HUMANA INC COM
-$757.0K
0
-100%
增持
ADBE
ADOBE INC COM
+$747.8K
4,192
+69%
增持
MSFT
MICROSOFT CORP COM
+$723.2K
22,858
+14%
增持
STWD
STARWOOD PROPERTY TRUST INC COM
+$721.4K
160,251
+17%
增持
TSN
TYSON FOODS INC COM CL A
+$690.3K
67,376
+23%
增持
IBM
INTERNATIONAL BUS MACH CORP COM
+$690.1K
19,800
+13%
增持
GLTR
ABERDEEN PREIOUS MTLS BSKT TR ABRDN PRECIOUS METALS BASKE
+$673.1K
27,045
+24%
增持
COST
COSTCO WHOLESALE CORP COM
+$653.8K
10,611
+13%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$603.4K
7,303
+10%
增持
PGF
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF
+$599.7K
262,323
+11%
增持
UBER
UBER TECHNOLOGIES INC COM
+$555.7K
106,413
+12%
增持
AMZN
AMAZON COM INC COM
+$542.4K
138,135
+23%
建仓
—
BARCLAYS BANK PLC NOTE CONV QTRLY VAR
+$476.7K
477
增持
VNQ
VANGUARD REAL ESTATE ETF
+$475.3K
38,401
+7%
建仓
NKE
NIKE INC COM CL B
+$396.3K
3,135
清仓
CWB
SPDR SERIES TRUST SPDR BLOOMBERG CONVERTIBLE
-$394.0K
0
-100%
建仓
SHOP
SHOPIFY INC COM CL A
+$382.8K
9,772
建仓
ISRG
INTUITIVE SURGICAL INC COM
+$380.7K
1,485
建仓
LVS
LAS VEGAS SANDS CORP COM
+$372.1K
6,843
增持
JNJ
JOHNSON & JOHNSON COM
+$368.9K
16,753
+11%
建仓
DAL
DELTA AIR LINES INC COM
+$339.9K
8,857
增持
EPI
WISDOMTREE TRUST INDIA ERNGS FD ETF
+$295.4K
99,713
+0%
建仓
AVGO
BROADCOM INC COM
+$287.1K
500
增持
XT
ISHARES TRUST EXPONENTIAL TECH ETF
+$281.8K
30,295
+7%
清仓
ELV
ELEVANCE HEALTH INC COM
-$277.0K
0
-100%
清仓
SPIB
SPDR SERIES TRUST PORTFOLIO INTRMD ETF
-$259.0K
0
-100%
清仓
VUG
VANGUARD GROWTH ETF
-$257.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$253.7K
575
清仓
SPTI
SPDR SERIES TRUST PORTFLI INTRMDIT ETF
-$249.0K
0
-100%
清仓
LHX
L3 HARRIS TECHNOLOGIES INC COM
-$249.0K
0
-100%
建仓
XEL
XCEL ENERGY INC COM
+$244.2K
3,552
减持
NFLX
NETFLIX INC COM
+$238.3K
5,002
-16%
增持
HD
HOME DEPOT INC COM
+$235.2K
2,030
+33%
建仓
MCD
MCDONALD'S CORPORATION COM
+$234.7K
882
建仓
PFE
PFIZER INC COM
+$227.9K
5,064
清仓
IJH
ISHARES TRUST CORE SP MCP ETF
-$223.0K
0
-100%
清仓
VTV
VANGUARD VALUE ETF
-$220.0K
0
-100%
建仓
CVX
CHEVRON CORPORATION COM
+$217.2K
1,225
增持
—
CARNIVAL CORP UNITS
+$213.7K
31,227
+96%
建仓
FDN
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF
+$213.2K
1,631
增持
ARKK
ARK ETF TR INNOVATION ETF
+$210.3K
12,026
+104%
建仓
PSK
SPDR SERIES TRUST ICE PREFERRED SECURITIES ETF
+$203.5K
5,677
清仓
SMDV
PROSHARES TRUST RUSS 2000 DIVD ETF
-$202.0K
0
-100%
增持
—
VIRGIN GALACTIC HLDGS INC COM
+$149.0K
118,534
+29%
增持
PYPL
PAYPAL HOLDINGS INC COM
+$144.0K
4,734
+83%
增持
XBI
SPDR SERIES TRUST S&P BIOTECH ETF
+$142.0K
20,751
+0%
增持
LLY
ELI LILLY AND COMPANY COM
+$141.7K
3,698
+3%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$137.8K
24,303
+15%
建仓
FPE
FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETF
+$131.3K
7,343
增持
VGT
VANGUARD INF TECH ETF
+$130.7K
2,527
+9%
增持
ARKG
ARK ETF TR GENOMIC REV ETF
+$128.6K
40,201
+11%
增持
DUK
DUKE ENERGY CORP COM
+$126.8K
5,465
+18%
增持
CINF
CINCINNATI FINANCIAL CORP COM
+$121.0K
3,305
+32%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
+$114.3K
2,424
+2%
增持
UPS
UNITED PARCEL SERVICE INC COM CL B
+$98.0K
2,659
+15%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$92.1K
3,692
+0%
增持
TAN
INVESCO EXCHANGE TRADED FUND T SOLAR ETF
+$89.4K
10,386
+1%
增持
TSLA
TESLA INC COM
-$84.3K
3,150
+71%
增持
SPG
SIMON PROPERTY GROUP INC COM USD
+$83.1K
2,512
+0%
增持
GOOGL
ALPHABET INC COM CL A
+$78.0K
38,806
+7%
增持
BLOK
AMPLIFY ETF TR BLOCKCHAIN LDR ETF
+$68.2K
31,737
+20%
增持
REMX
VANECK ETF TRUST VANECK RARE EARTH/STRATEGIC
+$63.5K
8,961
+5%
增持
HPQ
HP INCORPORATION COM
+$60.3K
21,478
+1%
增持
ABBV
ABBVIE INC COM
+$56.8K
3,424
+1%
增持
WM
WASTE MANAGEMENT INC COM
+$45.2K
20,419
+8%
减持
SPLV
INVESCO EXCHANGE TRADED FUND T SP500 LOW VOL ETF
+$44.9K
11,072
-2%
减持
BSX
BOSTON SCIENTIFIC CORP COM
+$43.1K
8,563
-3%
增持
O
REALTY INCOME CORP COM
+$41.2K
4,743
+2%
减持
ABT
ABBOTT LABORATORIES COM
+$38.9K
2,842
-1%
减持
FEZ
SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF
+$37.5K
5,865
-16%
增持
UNP
UNION PACIFIC CORP COM
+$36.1K
1,242
+8%
减持
BP
BP ADR SPONSORED
+$35.1K
8,293
-8%
减持
IVV
ISHARES TRUST CORE SP500 ETF
-$33.9K
661
-19%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$33.0K
592
-5%
增持
ENB
ENBRIDGE INC COM
+$32.5K
8,024
+0%
增持
ASX
ASE TECHNOLOGY HOLDING CO LTD ADR SPONSORED
+$32.4K
13,985
+5%
减持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
-$26.1K
7,468
-15%
增持
COIN
COINBASE GLOBAL INC COM CL A
-$21.7K
8,989
+23%
增持
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
+$19.6K
10,959
+0%
减持
WMT
WALMART INC COM
+$18.9K
2,406
-2%
建仓
ATHXQ
ATHERSYS INC COM
+$17.5K
13,902
增持
—
AGEX THERAPEUTICS INC COM
+$14.5K
86,440
+5%
建仓
—
SENSEONICS HOLDINGS INC COM
+$14.0K
12,500
增持
BND
VANGUARD TOTAL BND MRKT ETF
+$13.4K
3,252
+1%
增持
—
EKSO BIONICS HOLDINGS INC COM
+$11.5K
28,336
+26%
减持
SUSA
ISHARES TRUST MSCI USA ESG SLC ETF
+$9.5K
3,229
-7%
减持
TFC
TRUIST FINANCIAL CORPORATION COM
+$7.1K
5,205
-2%
增持
WTFC
WINTRUST FINANCIAL CORP COM
+$6.0K
5,003
+0%
减持
LCTX
LINEAGE CELL THERAPEUTICS INC COM
+$3.7K
31,530
-15%
增持
—
TALON METALS CORPORATION COM
+$719
13,000
+11%
建仓
—
NOVA MENTIS LIFE SCIENCE CORP COM
+$609
10,000
减持
WBD
WARNER BROS DISCOVERY INC COM
+$64
11,681
-9%
