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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
24Q2 调仓
2023-12-31 → 2024-06-30 · 共 148 项
建仓 25
增持 63
减持 40
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
NOBL
PROSHARES TR
-$33.1M
113,411
-75%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$21.6M
277,680
+4901%
增持
BCUS
EXCHANGE LISTED FDS TR
+$17.5M
662,113
+1290%
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
DIA
SPDR DOW JONES INDL AVERAGE
-$16.1M
0
-100%
增持
AAPL
APPLE INC
+$14.6M
231,280
+25%
增持
AMZN
AMAZON COM INC
+$14.3M
262,285
+7%
减持
PFF
ISHARES TR
-$12.1M
277,732
-58%
增持
SPTL
SPDR SER TR
+$11.2M
1,501,317
+51%
减持
XLY
SELECT SECTOR SPDR TR
-$9.9M
8,212
-87%
增持
VYMI
VANGUARD WHITEHALL FDS
+$9.7M
147,639
+1883%
增持
ANGL
VANECK ETF TRUST
+$9.1M
341,859
+1947%
减持
TSN
TYSON FOODS INC
-$8.5M
3,591
-98%
减持
KO
COCA COLA CO
-$7.8M
110,172
-56%
清仓
LYFT
LYFT INC
-$7.5M
0
-100%
增持
MRSH
MARSH MCLENNAN COS INC
+$6.7M
34,542
+1160%
增持
LMT
LOCKHEED MARTIN CORP
+$6.7M
15,731
+960%
增持
—
LINDE PLC
+$6.4M
16,223
+1058%
增持
DHR
DANAHER CORPORATION
+$6.3M
27,939
+1140%
增持
PEP
PEPSICO INC
+$6.3M
42,648
+1036%
增持
NVDA
NVIDIA CORPORATION
+$6.3M
108,787
+647%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.3M
72,663
+84%
增持
TXN
TEXAS INSTRS INC
+$6.2M
33,344
+1894%
增持
SPY
SPDR SP 500 ETF TR
+$5.9M
78,337
+1%
增持
MDLZ
MONDELEZ INTL INC
+$5.9M
99,418
+1181%
增持
DUK
DUKE ENERGY CORP NEW
+$5.8M
67,560
+614%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.8M
11,585
+1123%
增持
IXC
ISHARES TR
+$5.7M
142,940
+2066%
增持
ABBV
ABBVIE INC
+$5.7M
37,832
+642%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$5.6M
10,632
-97%
清仓
STWD
STARWOOD PPTY TR INC
-$5.6M
0
-100%
增持
GOOGL
ALPHABET INC
+$5.5M
61,857
+49%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.5M
12,382
+959%
增持
AMGN
AMGEN INC
+$5.5M
18,700
+1522%
增持
PG
PROCTER AND GAMBLE CO
+$5.2M
97,808
+34%
清仓
—
DUPONT DE NEMOURS INC
-$5.2M
0
-100%
增持
VICI
VICI PPTYS INC
+$5.1M
196,373
+1700%
增持
MSFT
MICROSOFT CORP
+$5.0M
41,359
+12%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.9M
6,178
-95%
增持
VTI
VANGUARD INDEX FDS
+$4.8M
118,899
+4%
减持
T
ATT INC
-$4.5M
13,719
-95%
增持
COST
COSTCO WHSL CORP NEW
+$4.4M
19,532
+6%
增持
VNQ
VANGUARD INDEX FDS
+$3.9M
117,498
+79%
减持
DIS
DISNEY WALT CO
-$3.3M
69,455
-38%
减持
KHC
KRAFT HEINZ CO
-$3.1M
209,179
-21%
增持
GLD
SPDR GOLD TR
+$2.9M
92,137
+4%
减持
AXP
AMERICAN EXPRESS CO
-$2.6M
38,155
-38%
增持
V
VISA INC
+$2.5M
54,160
+20%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.5M
17,438
+20%
清仓
COIN
COINBASE GLOBAL INC
-$2.1M
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.0M
399,801
+11%
建仓
ARTY
ISHARES TR
+$1.9M
56,598
建仓
ARKK
ARK ETF TR
+$1.8M
41,170
减持
JPM
JPMORGAN CHASE CO
+$1.8M
72,868
-6%
增持
JNJ
JOHNSON JOHNSON
+$1.8M
49,464
+41%
清仓
ARKG
ARK ETF TR
-$1.7M
0
-100%
清仓
XBI
SPDR SER TR
-$1.6M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$1.5M
111,721
-27%
建仓
GD
GENERAL DYNAMICS CORP
+$1.5M
5,053
增持
STIP
ISHARES TR
+$1.4M
215,130
+6%
减持
META
META PLATFORMS INC
+$1.3M
33,980
-24%
减持
NFLX
NETFLIX INC
-$1.1M
2,206
-59%
建仓
BIL
SPDR SER TR
+$1.1M
12,210
建仓
HLI
HOULIHAN LOKEY INC
+$1.1M
8,041
减持
CSCO
CISCO SYS INC
-$968.7K
120,776
-9%
建仓
—
STERIS PLC
+$959.8K
4,392
增持
TAN
INVESCO EXCH TRADED FD TR II
+$957.4K
41,570
+229%
增持
ADBE
ADOBE INC
+$920.8K
13,396
+21%
建仓
—
AMDOCS LTD
+$901.9K
11,464
建仓
TDG
TRANSDIGM GROUP INC
+$869.4K
694
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$866.5K
2,670
减持
CRM
SALESFORCE INC
-$855.9K
55,941
-3%
增持
TIP
ISHARES TR
+$839.4K
100,259
+10%
建仓
CNXC
CONCENTRIX CORP
+$836.7K
13,119
建仓
SNOW
SNOWFLAKE INC
+$817.9K
5,729
增持
BLOK
AMPLIFY ETF TR
+$802.2K
56,948
+35%
建仓
MSCI
MSCI INC
+$794.3K
1,657
建仓
TZA
DIREXION SHS ETF TR
+$703.7K
37,037
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$696.1K
38,817
+7%
清仓
—
VIRGIN GALACTIC HOLDINGS INC
-$658.1K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$648.1K
3,864
+17%
增持
MOO
VANECK ETF TRUST
+$634.4K
96,203
+21%
建仓
SNPS
SYNOPSYS INC
+$634.2K
1,054
清仓
REMX
VANECK ETF TRUST
-$611.1K
0
-100%
减持
ABR
ARBOR REALTY TRUST INC
-$515.0K
435,225
-1%
增持
—
EXXON MOBIL CORP
+$474.0K
8,173
+75%
清仓
WTFC
WINTRUST FINL CORP
-$464.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
+$455.7K
29,259
-8%
清仓
ICVT
ISHARES TR
-$440.5K
0
-100%
增持
BA
BOEING CO
+$435.5K
51,774
+46%
增持
VUG
VANGUARD INDEX FDS
+$417.5K
1,783
+118%
建仓
VEA
VANGUARD TAX MANAGED FDS
+$371.0K
7,501
建仓
U
UNITY SOFTWARE INC
+$357.4K
22,606
建仓
WBD
WARNER BROS DISCOVERY INC
+$356.3K
50,185
建仓
BIDU
BAIDU INC
+$348.4K
4,041
增持
VAW
VANGUARD WORLD FD
+$336.9K
38,149
+5%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$326.2K
0
-100%
清仓
AGG
ISHARES TR
-$310.7K
0
-100%
减持
EPI
WISDOMTREE TR
-$286.5K
75,000
-22%
清仓
O
REALTY INCOME CORP
-$282.8K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$277.7K
1,216
减持
LLY
ELI LILLY CO
+$275.7K
928
-5%
建仓
IJR
ISHARES TR
+$252.4K
2,385
建仓
LOW
LOWES COS INC
+$242.2K
1,134
建仓
BAC
BANK AMERICA CORP
+$240.4K
6,010
清仓
VV
VANGUARD INDEX FDS
-$234.5K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$233.3K
2,164
+76%
减持
MCD
MCDONALDS CORP
-$230.7K
2,079
-18%
清仓
BSV
VANGUARD BD INDEX FDS
-$227.7K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$224.9K
0
-100%
建仓
IVW
ISHARES TR
+$221.5K
2,376
增持
XT
ISHARES TR
+$220.6K
37,218
+13%
增持
TSLA
TESLA INC
+$215.2K
5,431
+46%
建仓
MCK
MCKESSON CORP
+$214.0K
365
建仓
SCHV
SCHWAB STRATEGIC TR
+$209.6K
2,843
增持
FDN
FIRST TR EXCHANGE TRADED FD
+$166.3K
2,819
+27%
减持
AVGO
BROADCOM INC
-$145.4K
144
-58%
增持
IVV
ISHARES TR
+$133.7K
1,259
+8%
清仓
—
EKSO BIONICS HLDGS INC
-$129.9K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$104.2K
2,173
-15%
增持
GOOG
ALPHABET INC
+$102.1K
1,850
+9%
减持
VOO
VANGUARD INDEX FDS
-$98.0K
878
-29%
减持
MRK
MERCK CO INC
+$97.2K
6,197
-3%
增持
VTV
VANGUARD INDEX FDS
+$95.7K
2,026
+33%
减持
ABT
ABBOTT LABS
-$91.2K
2,569
-21%
增持
WMT
WALMART INC
+$80.9K
9,773
+166%
减持
SPAB
SPDR SER TR
-$80.6K
10,210
-22%
减持
BSX
BOSTON SCIENTIFIC CORP
+$78.0K
4,463
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$77.7K
2,534
-5%
增持
BND
VANGUARD BD INDEX FDS
+$76.7K
5,358
+29%
增持
IJH
ISHARES TR
-$65.6K
3,889
+270%
减持
HD
HOME DEPOT INC
-$51.8K
1,227
-8%
减持
CVX
CHEVRON CORP NEW
-$51.1K
2,047
-18%
减持
WFC
WELLS FARGO CO NEW
-$48.3K
3,897
-33%
增持
MAR
MARRIOTT INTL INC NEW
+$43.6K
1,035
+14%
清仓
—
AGEX THERAPEUTICS INC
-$37.5K
0
-100%
减持
SPYM
SPDR SER TR
-$36.0K
3,308
-25%
减持
QQQ
INVESCO QQQ TR
-$33.9K
23,378
-15%
增持
—
MEDTRONIC PLC
-$33.8K
6,486
+0%
增持
PH
PARKER HANNIFIN CORP
+$33.3K
502
+6%
减持
ELV
ELEVANCE HEALTH INC
+$25.7K
532
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$25.4K
1,511
+5%
增持
A
AGILENT TECHNOLOGIES INC
-$19.1K
2,048
+2%
增持
TFC
TRUIST FINL CORP
+$16.9K
5,827
+2%
减持
BP
BP PLC
-$8.7K
5,519
-7%
减持
VYM
VANGUARD WHITEHALL FDS
+$5.5K
2,349
-4%
清仓
ATHXQ
ATHERSYS INC NEW
-$5.5K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
+$4.8K
1,691
-1%
减持
SUSA
ISHARES TR
+$731
2,539
-10%
