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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 133 项
建仓 17
增持 89
减持 20
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$7.7M
146,907
+20%
增持
SPY
SPDR SP500 ETF TRUST TR UNIT ETF
+$6.1M
72,268
+21%
增持
NOBL
PROSHARES TRUST SP 500 DV ARIST ETF
+$5.7M
378,122
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。
+20%
增持
AMZN
AMAZON COM INC COM
+$5.5M
181,056
+31%
增持
META
META PLATFORMS INC COM CL A
+$4.5M
45,788
+18%
增持
SPTL
SPDR SERIES TRUST PORTFOLIO LN TSR ETF
+$3.7M
788,640
+20%
增持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$3.6M
38,087
+23%
增持
CRM
SALESFORCE INC COM
+$3.4M
43,956
+18%
增持
VTI
VANGUARD TOTAL STK MKT ETF
+$3.3M
96,406
+16%
建仓
—
CANADIAN IMPERIAL BANK OF COMM NOTE QTRLY VAR
+$2.8M
2,750
增持
—
GOLDMAN SACHS GROUP INC NOTE QTRLY VAR
+$2.7M
4,785
+127%
增持
VGSH
VANGUARD SHORT TERM TREAS ETF
+$2.6M
286,769
+18%
增持
STIP
ISHARES TRUST 0-5 YR TIPS ETF
+$2.5M
148,767
+19%
增持
MSFT
MICROSOFT CORP COM
+$2.4M
26,864
+18%
增持
GLD
SPDR GOLD TRUST GOLD SHS ETF
+$2.2M
77,238
+14%
建仓
—
BARCLAYS BANK PLC NOTE CONV QTRLY VAR
+$2.2M
2,168
增持
KO
COCA-COLA CO COM
+$2.1M
176,877
+20%
增持
DIS
WALT DISNEY COMPANY (THE) COM
+$2.0M
77,202
+33%
增持
PFF
ISHARES TRUST PFD AND INCM SEC ETF
+$2.0M
509,226
+20%
建仓
—
CANADIAN IMPERIAL BANK OF COMM NOTE QTRLY VAR
+$2.0M
1,960
增持
DIA
SPDR DOW JONES IND UT SER 1 ETF
+$1.7M
38,823
+16%
增持
NVDA
NVIDIA CORP COM
+$1.7M
12,634
+21%
增持
TIP
ISHARES TRUST TIPS BD ETF
+$1.6M
79,641
+21%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.5M
39,334
+19%
增持
CSCO
CISCO SYSTEMS INC COM
+$1.4M
106,609
+20%
增持
XLY
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF
+$1.3M
43,452
+14%
增持
V
VISA INC COM CL A
+$1.2M
30,034
+18%
增持
COST
COSTCO WHOLESALE CORP COM
+$1.2M
12,583
+19%
增持
PG
PROCTER & GAMBLE CO COM
+$1.2M
48,180
+18%
建仓
—
VIVOS THERAPEUTICS INC COM
+$1.1M
3,219,705
增持
—
GS FINANCE CORP NOTE INDEX LNKD
+$1.0M
9,472
+9%
增持
ARKK
ARK ETF TR INNOVATION ETF
+$1.0M
35,815
+198%
增持
LMT
LOCKHEED MARTIN CORP COM
+$993.8K
2,639
+359%
增持
WM
WASTE MANAGEMENT INC COM
+$964.6K
24,795
+21%
建仓
—
ROYAL BANK OF CANADA NOTE INDEX LNKD
+$935.6K
931
减持
KHC
KRAFT HEINZ CO COM
+$900.1K
162,059
-88%
减持
—
CITIGROUP INC NOTE QTRLY VAR
-$869.8K
33,996
-2%
增持
—
ROYAL BANK OF CANADA NOTE INDEX LNKD
+$838.9K
12,027
+6%
增持
UBER
UBER TECHNOLOGIES INC COM
+$837.6K
123,638
+16%
增持
ISRG
INTUITIVE SURGICAL INC COM
+$798.1K
4,614
+211%
增持
ADBE
ADOBE INC COM
+$758.5K
5,681
+36%
增持
VAW
VANGUARD MATERIALS ETF
+$718.3K
29,982
+17%
增持
PYPL
PAYPAL HOLDINGS INC COM
+$714.9K
14,233
+201%
增持
HD
HOME DEPOT INC COM
+$696.1K
4,586
+126%
增持
LVS
LAS VEGAS SANDS CORP COM
+$693.7K
18,553
+171%
增持
TSN
TYSON FOODS INC COM CL A
+$674.4K
83,912
+25%
增持
NKE
NIKE INC COM CL B
+$668.5K
8,683
+177%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
+$657.3K
4,549
+88%
增持
MOO
VANECK ETF TRUST VANECK AGRIBUSINESS ETF
+$654.7K
57,004
+19%
增持
—
CARNIVAL CORP UNITS
+$647.3K
95,862
+207%
增持
DAL
DELTA AIR LINES INC COM
+$631.4K
27,817
+214%
增持
GOOGL
ALPHABET INC COM CL A
+$626.8K
40,131
+3%
增持
SHOP
SHOPIFY INC COM CL A
+$625.0K
21,022
+115%
增持
BA
BOEING CO COM
+$595.5K
28,908
+9%
增持
JPM
JP MORGAN CHASE & CO COM
+$537.7K
65,579
+12%
增持
VZ
VERIZON COMMUNICATIONS COM
+$528.5K
101,296
+19%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$521.3K
46,575
+21%
增持
—
DUPONT DE NEMOURS INC COM
+$466.9K
48,317
+18%
增持
GLTR
ABERDEEN PREIOUS MTLS BSKT TR ABRDN PRECIOUS METALS BASKE
+$446.7K
31,693
+17%
建仓
VUG
VANGUARD GROWTH ETF
+$439.8K
1,763
增持
T
AT&T INC COM
+$434.6K
156,400
+15%
增持
LYFT
LYFT INC COM CL A
-$423.4K
232,737
+29%
建仓
IVE
ISHARES TRUST S&P 500 VAL ETF
+$418.1K
2,755
建仓
—
CITIGRP GLOBAL MKTS HLDGS INC NOTE INDEX LNKD
+$407.0K
410
增持
PGF
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF
+$385.2K
311,975
+19%
清仓
CINF
CINCINNATI FINANCIAL CORP COM
-$345.0K
0
-100%
建仓
VTV
VANGUARD VALUE ETF
+$343.9K
2,490
建仓
IVW
ISHARES TRUST SP 500 GRWT ETF
+$338.5K
5,298
增持
IBM
INTERNATIONAL BUS MACH CORP COM
+$334.7K
23,761
+20%
清仓
ENB
ENBRIDGE INC COM
-$330.5K
0
-100%
增持
VGT
VANGUARD INF TECH ETF
+$322.5K
3,020
+20%
增持
JNJ
JOHNSON JOHNSON COM
+$317.5K
20,396
+22%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$307.6K
8,734
+20%
建仓
EFA
ISHARES TRUST MSCI EAFE ETF
+$304.6K
4,259
建仓
IJH
ISHARES TRUST CORE SP MCP ETF
+$297.3K
1,189
减持
SPLV
INVESCO EXCHANGE TRADED FUND T SP500 LOW VOL ETF
-$252.5K
7,138
-36%
清仓
TFC
TRUIST FINANCIAL CORPORATION COM
-$238.1K
0
-100%
建仓
DHR
DANAHER CORP COM
+$232.9K
924
建仓
WFC
WELLS FARGO & COMPANY COM
+$229.7K
6,144
清仓
PFE
PFIZER INC COM
-$227.9K
0
-100%
增持
STWD
STARWOOD PROPERTY TRUST INC COM
+$226.5K
194,342
+21%
减持
TSLA
TESLA INC COM
+$221.9K
3,025
-4%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$217.8K
9,903
+10%
减持
DUK
DUKE ENERGY CORP COM
-$214.1K
3,573
-35%
建仓
VYM
VANGUARD HIGH DIV YLD ETF
+$207.3K
1,965
建仓
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
+$206.4K
5,931
增持
NFLX
NETFLIX INC COM
+$200.1K
5,304
+6%
建仓
—
BEAL BK USA LAS VEGAS NEV CD
+$199.7K
2,525
增持
XT
ISHARES TRUST EXPONENTIAL TECH ETF
+$199.3K
33,152
+9%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$160.3K
4,514
-47%
清仓
WBD
WARNER BROS DISCOVERY INC COM
-$147.1K
0
-100%
清仓
FPE
FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETF
-$131.3K
0
-100%
增持
BLOK
AMPLIFY ETF TR BLOCKCHAIN LDR ETF
+$127.3K
35,430
+12%
增持
MCD
MCDONALD'S CORPORATION COM
+$120.9K
1,272
+44%
增持
ABR
ARBOR REALTY TRUST INC COM USD
-$113.0K
320,379
+20%
增持
XBI
SPDR SERIES TRUST S&P BIOTECH ETF
+$104.6K
24,729
+19%
增持
BP
BP ADR SPONSORED
+$100.3K
10,368
+25%
增持
BLV
VANGUARD LONG TERM BOND ETF
+$95.8K
5,711
+31%
增持
UPS
UNITED PARCEL SERVICE INC COM CL B
+$86.8K
2,870
+8%
减持
LLY
ELI LILLY AND COMPANY COM
-$83.9K
3,546
-4%
减持
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
-$83.5K
17,021
-15%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO SP 500 ETF
+$81.6K
8,836
+18%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$76.8K
3,674
-0%
增持
—
BARCLAYS BANK PLC NOTE CONV QTRLY VAR
+$69.3K
547
+15%
增持
EPI
WISDOMTREE TRUST INDIA ERNGS FD ETF
+$65.8K
107,869
+8%
增持
ABBV
ABBVIE INC COM
+$64.8K
3,612
+5%
减持
AVGO
BROADCOM INC COM
-$56.2K
360
-28%
减持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$55.0K
21,082
-13%
增持
—
VIRGIN GALACTIC HLDGS INC COM
-$47.5K
131,983
+11%
减持
UNP
UNION PACIFIC CORP COM
-$42.1K
1,083
-13%
增持
FDN
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF
+$41.1K
1,720
+5%
增持
SUSA
ISHARES TRUST MSCI USA ESG SLC ETF
+$40.3K
3,575
+11%
减持
HPQ
HP INCORPORATION COM
+$34.5K
21,320
-1%
增持
CVX
CHEVRON CORPORATION COM
+$25.2K
1,486
+21%
增持
SPG
SIMON PROPERTY GROUP INC COM USD
-$24.3K
2,525
+1%
增持
REMX
VANECK ETF TRUST VANECK RARE EARTH/STRATEGIC
+$18.3K
9,718
+8%
增持
BND
VANGUARD TOTAL BND MRKT ETF
+$16.4K
3,506
+8%
增持
TAN
INVESCO EXCHANGE TRADED FUND T SOLAR ETF
+$16.1K
11,149
+7%
增持
ABT
ABBOTT LABORATORIES COM
-$14.6K
2,985
+5%
清仓
—
SENSEONICS HOLDINGS INC COM
-$14.0K
0
-100%
减持
IVV
ISHARES TRUST CORE SP500 ETF
-$13.5K
600
-9%
增持
ARKG
ARK ETF TR GENOMIC REV ETF
+$11.8K
44,378
+10%
减持
ASX
ASE TECHNOLOGY HOLDING CO LTD ADR SPONSORED
+$11.5K
13,915
-1%
增持
O
REALTY INCOME CORP COM
-$10.6K
4,780
+1%
减持
FEZ
SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF
-$10.5K
5,369
-8%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$9.2K
616
+4%
减持
WMT
WALMART INC COM
-$8.1K
2,243
-7%
减持
—
AGEX THERAPEUTICS INC COM
-$3.5K
86,026
-0%
增持
PSK
SPDR SERIES TRUST ICE PREFERRED SECURITIES ETF
-$2.1K
5,931
+4%
增持
—
TALON METALS CORPORATION COM
+$411
19,000
+46%
增持
ATHXQ
ATHERSYS INC COM
-$281
14,013
+1%
减持
—
PHI GROUP INC COM
-$67
22,500
-90%
减持
—
EKSO BIONICS HOLDINGS INC COM
+$19
28,176
-1%
