小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 134 项
建仓 8
增持 78
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC COM
+$10.9M
227,409
+26%
增持
AAPL
APPLE INC COM
+$6.0M
155,731
+6%
增持
NOBL
PROSHARES TRUST SP 500 DV ARIST ETF
+$5.6M
424,809
+12%
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
VTI
VANGUARD TOTAL STK MKT ETF
+$4.3M
108,619
+13%
增持
XLY
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF
+$3.4M
58,183
+34%
增持
SPY
SPDR SP500 ETF TRUST TR UNIT ETF
+$3.1M
73,732
+2%
增持
STIP
ISHARES TRUST 0-5 YR TIPS ETF
+$3.0M
182,454
+23%
增持
PFF
ISHARES TRUST PFD AND INCM SEC ETF
+$2.9M
609,276
+20%
增持
JPM
JP MORGAN CHASE CO COM
+$2.6M
76,751
+17%
增持
VGSH
VANGUARD SHORT TERM TREAS ETF
+$2.5M
334,952
+17%
增持
ABR
ARBOR REALTY TRUST INC COM USD
+$2.5M
417,232
+30%
增持
ADBE
ADOBE INC COM
+$2.4M
9,389
+65%
增持
MSFT
MICROSOFT CORP COM
+$2.3M
29,417
+10%
增持
UBER
UBER TECHNOLOGIES INC COM
+$2.1M
139,424
+13%
建仓
—
TORONTO DOMINION BANK IAM COML NOTE QTRLY VAR
+$2.1M
2,097
增持
DIA
SPDR DOW JONES IND UT SER 1 ETF
+$2.1M
43,581
+12%
增持
NVDA
NVIDIA CORP COM
+$2.1M
13,158
+4%
增持
LYFT
LYFT INC COM CL A
+$2.0M
434,963
+87%
增持
SPTL
SPDR SERIES TRUST PORTFOLIO LN TSR ETF
+$1.9M
879,061
+11%
增持
—
CARNIVAL CORP UNITS
+$1.8M
149,741
+56%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.8M
47,689
+21%
增持
COST
COSTCO WHOLESALE CORP COM
+$1.6M
14,506
+15%
增持
STWD
STARWOOD PROPERTY TRUST INC COM
+$1.5M
254,798
+31%
减持
META
META PLATFORMS INC COM CL A
+$1.5M
38,881
-15%
增持
DIS
WALT DISNEY COMPANY (THE) COM
+$1.4M
102,162
+32%
增持
V
VISA INC COM CL A
+$1.4M
34,361
+14%
增持
KO
COCA-COLA CO COM
+$1.3M
203,812
+15%
增持
TSN
TYSON FOODS INC COM CL A
+$1.2M
121,718
+45%
增持
CRM
SALESFORCE INC COM
+$1.2M
47,175
+7%
清仓
ISRG
INTUITIVE SURGICAL INC COM
-$1.2M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$1.1M
2,430
-8%
增持
JNJ
JOHNSON JOHNSON COM
+$1.1M
25,899
+27%
增持
PG
PROCTER GAMBLE CO COM
+$1.1M
54,408
+13%
清仓
LVS
LAS VEGAS SANDS CORP COM
-$1.1M
0
-100%
建仓
—
TORONTO DOMINION BANK IAM COML NOTE QTRLY VAR
+$1.0M
1,041
清仓
SHOP
SHOPIFY INC COM CL A
-$1.0M
0
-100%
减持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$981.0K
35,743
-6%
清仓
DAL
DELTA AIR LINES INC COM
-$971.4K
0
-100%
增持
IBM
INTERNATIONAL BUS MACH CORP COM
+$923.3K
30,178
+27%
减持
—
CITIGROUP INC NOTE QTRLY VAR
-$880.6K
33,242
-2%
增持
WM
WASTE MANAGEMENT INC COM
+$861.6K
28,298
+14%
增持
MOO
VANECK ETF TRUST VANECK AGRIBUSINESS ETF
+$852.8K
71,017
+25%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$842.2K
56,363
+21%
增持
VAW
VANGUARD MATERIALS ETF
+$832.6K
33,874
+13%
增持
CSCO
CISCO SYSTEMS INC COM
+$766.5K
122,525
+15%
增持
GOOGL
ALPHABET INC COM CL A
+$762.5K
41,147
+3%
增持
PGF
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF
+$740.1K
367,246
+18%
建仓
MRK
MERCK CO INC COM
+$685.6K
5,942
增持
VZ
VERIZON COMMUNICATIONS COM
+$674.5K
124,061
+22%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
-$637.0K
2,251
-51%
增持
KHC
KRAFT HEINZ CO COM
+$635.8K
194,439
+20%
增持
GLD
SPDR GOLD TRUST GOLD SHS ETF
+$631.5K
82,925
+7%
增持
—
DUPONT DE NEMOURS INC COM
+$583.1K
56,703
+17%
建仓
—
MEDTRONIC PLC COM
+$561.9K
6,378
建仓
SO
SOUTHERN CO COM
+$559.9K
7,970
增持
GS
GOLDMAN SACHS GROUP INC COM
+$559.4K
10,592
+21%
增持
TSLA
TESLA INC COM
+$557.5K
4,527
+50%
增持
ARKG
ARK ETF TR GENOMIC REV ETF
+$482.9K
53,309
+20%
清仓
BLV
VANGUARD LONG TERM BOND ETF
-$437.7K
0
-100%
增持
T
ATT INC COM
+$427.0K
215,531
+38%
清仓
IVE
ISHARES TRUST S&P 500 VAL ETF
-$418.1K
0
-100%
增持
HD
HOME DEPOT INC COM
+$404.6K
5,659
+23%
减持
—
GS FINANCE CORP NOTE INDEX LNKD
+$386.4K
9,317
-2%
增持
—
VIRGIN GALACTIC HLDGS INC COM
+$384.4K
236,850
+79%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$339.6K
14,099
+42%
清仓
IVW
ISHARES TRUST SP 500 GRWT ETF
-$338.5K
0
-100%
增持
MCD
MCDONALDS CORPORATION COM
+$316.3K
2,252
+77%
增持
PYPL
PAYPAL HOLDINGS INC COM
+$313.5K
20,895
+47%
减持
ARKK
ARK ETF TR INNOVATION ETF
-$313.0K
25,640
-28%
减持
XBI
SPDR SERIES TRUST SP BIOTECH ETF
-$308.4K
18,945
-23%
减持
NFLX
NETFLIX INC COM
+$302.2K
4,846
-9%
增持
IVV
ISHARES TRUST CORE SP500 ETF
+$295.4K
1,216
+103%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO SP 500 ETF
+$284.0K
13,614
+54%
增持
BLOK
AMPLIFY ETF TR BLOCKCHAIN LDR ETF
+$280.5K
42,466
+20%
增持
NKE
NIKE INC COM CL B
+$257.1K
11,978
+38%
增持
VGT
VANGUARD INF TECH ETF
+$250.4K
3,199
+6%
建仓
ELV
ELEVANCE HEALTH INC COM
+$240.2K
541
清仓
XEL
XCEL ENERGY INC COM
-$239.5K
0
-100%
清仓
DHR
DANAHER CORP COM
-$232.9K
0
-100%
减持
VUG
VANGUARD GROWTH ETF
-$228.9K
746
-58%
增持
ABT
ABBOTT LABORATORIES COM
+$211.2K
4,710
+58%
建仓
VOO
VANGUARD SP 500 ETF SHS
+$209.7K
515
建仓
VV
VANGUARD LARGE CAP ETF
+$207.8K
1,025
清仓
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
-$206.4K
0
-100%
清仓
PSK
SPDR SERIES TRUST ICE PREFERRED SECURITIES ETF
-$201.4K
0
-100%
清仓
—
BEAL BK USA LAS VEGAS NEV CD
-$199.7K
0
-100%
增持
XT
ISHARES TRUST EXPONENTIAL TECH ETF
+$183.0K
34,714
+5%
减持
BP
BP ADR SPONSORED
-$179.6K
6,056
-42%
减持
LLY
ELI LILLY AND COMPANY COM
+$165.4K
2,949
-17%
减持
EPI
WISDOMTREE TRUST INDIA ERNGS FD ETF
+$163.5K
102,461
-5%
减持
—
GOLDMAN SACHS GROUP INC NOTE QTRLY VAR
-$130.6K
4,671
-2%
增持
TIP
ISHARES TRUST TIPS BD ETF
+$126.7K
82,764
+4%
增持
AVGO
BROADCOM INC COM
+$123.8K
409
+14%
减持
DUK
DUKE ENERGY CORP COM
-$122.1K
2,480
-31%
减持
—
CANADIAN IMPERIAL BANK OF COMM NOTE QTRLY VAR
-$121.7K
1,867
-5%
清仓
ASX
ASE TECHNOLOGY HOLDING CO LTD ADR SPONSORED
-$110.9K
0
-100%
减持
EFA
ISHARES TRUST MSCI EAFE ETF
-$103.5K
2,773
-35%
减持
VTV
VANGUARD VALUE ETF
-$101.7K
1,705
-32%
增持
BA
BOEING CO COM
+$101.0K
29,560
+2%
增持
FDN
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF
+$92.7K
2,129
+24%
增持
WMT
WALMART INC COM
+$89.1K
2,671
+19%
减持
SPG
SIMON PROPERTY GROUP INC COM USD
-$81.5K
1,743
-31%
增持
ABBV
ABBVIE INC COM
+$79.8K
4,865
+35%
增持
CVX
CHEVRON CORPORATION COM
+$77.6K
2,034
+37%
减持
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
-$71.2K
14,497
-15%
增持
WFC
WELLS FARGO COMPANY COM
+$69.0K
6,999
+14%
减持
SUSA
ISHARES TRUST MSCI USA ESG SLC ETF
-$68.4K
2,620
-27%
减持
—
CANADIAN IMPERIAL BANK OF COMM NOTE QTRLY VAR
-$61.6K
2,704
-2%
增持
TAN
INVESCO EXCHANGE TRADED FUND T SOLAR ETF
-$52.4K
11,385
+2%
清仓
LCTX
LINEAGE CELL THERAPEUTICS INC COM
-$47.3K
0
-100%
增持
GLTR
ABERDEEN PREIOUS MTLS BSKT TR ABRDN PRECIOUS METALS BASKE
+$39.2K
33,770
+7%
减持
SPLV
INVESCO EXCHANGE TRADED FUND T SP500 LOW VOL ETF
-$35.6K
6,524
-9%
减持
—
ROYAL BANK OF CANADA NOTE INDEX LNKD
+$34.4K
11,709
-3%
减持
—
BARCLAYS BANK PLC NOTE CONV QTRLY VAR
-$34.2K
2,152
-1%
减持
FEZ
SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF
-$32.5K
4,537
-15%
增持
REMX
VANECK ETF TRUST VANECK RARE EARTH/STRATEGIC
+$30.4K
9,898
+2%
减持
IJH
ISHARES TRUST CORE SP MCP ETF
-$28.3K
1,029
-13%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$25.4K
3,695
+1%
增持
BND
VANGUARD TOTAL BND MRKT ETF
+$24.0K
3,892
+11%
增持
A
AGILENT TECHNOLOGIES INC COM
-$22.6K
2,014
+5%
减持
—
ROYAL BANK OF CANADA NOTE INDEX LNKD
+$21.4K
923
-1%
减持
—
AGEX THERAPEUTICS INC COM
+$16.3K
82,083
-5%
减持
—
BARCLAYS BANK PLC NOTE CONV QTRLY VAR
-$15.3K
538
-2%
减持
BSX
BOSTON SCIENTIFIC CORP COM
+$15.2K
4,457
-1%
增持
O
REALTY INCOME CORP COM
-$13.3K
4,840
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$11.2K
629
+2%
增持
UPS
UNITED PARCEL SERVICE INC COM CL B
+$11.2K
3,168
+10%
增持
UNP
UNION PACIFIC CORP COM
+$10.5K
1,116
+3%
清仓
—
TALON METALS CORPORATION COM
-$5.1K
0
-100%
增持
ATHXQ
ATHERSYS INC COM
-$2.1K
17,351
+24%
增持
—
EKSO BIONICS HOLDINGS INC COM
+$2.0K
33,913
+20%
减持
VYM
VANGUARD HIGH DIV YLD ETF
-$1.3K
1,943
-1%
清仓
—
NOVA MENTIS LIFE SCIENCE CORP COM
-$413
0
-100%
增持
—
PHI GROUP INC COM
+$0
225,000
+900%
