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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 143 项
建仓 13
增持 57
减持 54
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
SPTI
SPDR SER TR
+$43.6M
1,499,896
增持
SPTL
SPDR SER TR
+$29.9M
2,400,072
+60%
增持
BIL
SPDR SER TR
+$22.4M
257,407
+2008%
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
BCUS
EXCHANGE LISTED FDS TR
+$22.2M
1,343,325
+103%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$20.1M
50,181
-87%
减持
STIP
ISHARES TR
-$18.4M
28,541
-87%
增持
AVGO
BROADCOM INC
+$17.8M
107,949
+74865%
减持
VTI
VANGUARD INDEX FDS
-$15.0M
59,970
-50%
减持
AMZN
AMAZON COM INC
-$13.4M
207,061
-21%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$13.3M
421,400
+52%
增持
MSFT
MICROSOFT CORP
+$9.7M
68,020
+64%
增持
NVDA
NVIDIA CORPORATION
+$9.7M
198,386
+82%
减持
NOBL
PROSHARES TR
-$9.4M
12,825
-89%
减持
TIP
ISHARES TR
-$9.2M
12,798
-87%
减持
AAPL
APPLE INC
-$9.0M
181,847
-21%
增持
META
META PLATFORMS INC
+$7.8M
43,270
+27%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.0M
21,675
+87%
增持
—
LINDE PLC
+$6.8M
28,937
+78%
减持
ADBE
ADOBE INC
-$6.7M
1,612
-88%
建仓
BCIL
EXCHANGE LISTED FDS TR
+$6.3M
232,691
建仓
XLU
SELECT SECTOR SPDR TR
+$6.2M
76,491
增持
JPM
JPMORGAN CHASE & CO.
+$6.1M
101,648
+39%
增持
MRSH
MARSH & MCLENNAN COS INC
+$6.1M
59,753
+73%
减持
KHC
KRAFT HEINZ CO
-$5.9M
22,880
-89%
减持
KO
COCA COLA CO
-$5.7M
17,791
-84%
减持
DIS
DISNEY WALT CO
-$5.7M
11,869
-83%
增持
GOOGL
ALPHABET INC
+$5.6M
101,166
+64%
减持
COST
COSTCO WHSL CORP NEW
-$5.5M
12,600
-35%
增持
MRK
MERCK & CO INC
+$5.4M
53,783
+768%
增持
GD
GENERAL DYNAMICS CORP
+$5.3M
22,058
+337%
减持
ABR
ARBOR REALTY TRUST INC
-$5.2M
61,993
-86%
减持
CSCO
CISCO SYS INC
-$4.8M
17,899
-85%
增持
UBER
UBER TECHNOLOGIES INC
+$4.4M
165,805
+48%
减持
VAW
VANGUARD WORLD FD
-$4.3M
14,195
-63%
增持
UPS
UNITED PARCEL SERVICE INC
+$4.1M
32,776
+1408%
增持
GLD
SPDR GOLD TR
+$3.9M
96,752
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.7M
16,915
+37%
增持
MDLZ
MONDELEZ INTL INC
+$3.7M
139,572
+40%
增持
PFF
ISHARES TR
+$3.7M
372,248
+34%
减持
MOO
VANECK ETF TRUST
-$3.6M
40,203
-58%
增持
ABBV
ABBVIE INC
+$3.6M
50,917
+35%
增持
JNJ
JOHNSON & JOHNSON
+$3.5M
66,334
+34%
增持
LMT
LOCKHEED MARTIN CORP
+$3.5M
17,849
+13%
增持
DHR
DANAHER CORPORATION
+$3.3M
36,913
+32%
增持
PEP
PEPSICO INC
+$3.1M
58,826
+38%
增持
BA
BOEING CO
+$3.1M
82,924
+60%
增持
IXC
ISHARES TR
+$3.1M
218,182
+53%
增持
DUK
DUKE ENERGY CORP NEW
+$2.8M
81,446
+21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.3M
47,651
-34%
减持
SPY
SPDR S&P 500 ETF TR
-$2.3M
71,137
-9%
增持
ANGL
VANECK ETF TRUST
+$2.1M
400,529
+17%
增持
AXP
AMERICAN EXPRESS CO
+$2.1M
40,933
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.0M
20,659
+18%
减持
VGT
VANGUARD WORLD FD
-$1.7M
893
-77%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
100,781
+3%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$1.4M
23,020
-41%
增持
V
VISA INC
+$1.4M
56,247
+4%
增持
VICI
VICI PPTYS INC
+$1.3M
207,296
+6%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$1.2M
9,483
-77%
减持
XLY
SELECT SECTOR SPDR TR
-$1.2M
1,725
-79%
减持
QQQ
INVESCO QQQ TR
-$1.1M
21,056
-10%
建仓
ALB
ALBEMARLE CORP
+$1.1M
11,480
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
9,520
建仓
YINN
DIREXION SHS ETF TR
+$965.0K
23,281
清仓
CNXC
CONCENTRIX CORP
-$836.7K
0
-100%
增持
AMGN
AMGEN INC
+$793.2K
20,633
+10%
清仓
TZA
DIREXION SHS ETF TR
-$703.7K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$671.1K
32,687
+12%
增持
VUG
VANGUARD INDEX FDS
+$669.0K
3,539
+98%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$629.3K
3,195
增持
BIDU
BAIDU INC
+$605.2K
8,647
+114%
建仓
SPGM
SPDR INDEX SHS FDS
+$567.1K
8,821
减持
CRM
SALESFORCE INC
-$555.8K
50,862
-9%
增持
TXN
TEXAS INSTRS INC
+$501.9K
34,676
+4%
增持
ARKK
ARK ETF TR
+$498.1K
50,413
+22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$419.8K
1,327
-48%
减持
VYMI
VANGUARD WHITEHALL FDS
+$413.7K
144,472
-2%
减持
VNQ
VANGUARD INDEX FDS
+$382.0K
104,668
-11%
清仓
VEA
VANGUARD TAX MANAGED FDS
-$371.0K
0
-100%
清仓
U
UNITY SOFTWARE INC
-$357.4K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$356.3K
0
-100%
减持
IVV
ISHARES TR
-$353.1K
591
-53%
建仓
VXUS
VANGUARD STAR FDS
+$339.7K
5,261
清仓
VTV
VANGUARD INDEX FDS
-$323.6K
0
-100%
增持
MSCI
MSCI INC
+$292.8K
1,888
+14%
清仓
ELV
ELEVANCE HEALTH INC
-$284.6K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$280.8K
1,421
-50%
清仓
T
ATT INC
-$260.4K
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$258.3K
3,752
+41%
清仓
IJR
ISHARES TR
-$252.4K
0
-100%
减持
TSLA
TESLA INC
+$251.8K
5,393
-1%
清仓
PH
PARKER HANNIFIN CORP
-$251.4K
0
-100%
建仓
FELC
FIDELITY COVINGTON TRUST
+$244.7K
7,701
清仓
LOW
LOWES COS INC
-$242.2K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$240.4K
0
-100%
增持
—
AMDOCS LTD
+$232.7K
12,984
+13%
清仓
BTT
BLACKROCK MUN TARGET TERM TR
-$227.0K
0
-100%
建仓
DGRO
ISHARES TR
+$223.3K
3,573
清仓
IVW
ISHARES TR
-$221.5K
0
-100%
建仓
O
REALTY INCOME CORP
+$219.8K
3,489
清仓
MCK
MCKESSON CORP
-$214.0K
0
-100%
清仓
SPYM
SPDR SER TR
-$212.2K
0
-100%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$212.2K
1,833
-50%
清仓
TSN
TYSON FOODS INC
-$206.0K
0
-100%
增持
HLI
HOULIHAN LOKEY INC
+$204.8K
8,103
+1%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$202.0K
4,006
清仓
BP
BP PLC
-$201.1K
0
-100%
增持
ARTY
ISHARES TR
+$177.6K
61,423
+9%
增持
SNOW
SNOWFLAKE INC
-$167.1K
5,904
+3%
减持
—
EXXON MOBIL CORP
-$157.0K
6,525
-20%
清仓
PGF
INVESCO EXCHANGE TRADED FD T
-$156.3K
0
-100%
增持
TDG
TRANSDIGM GROUP INC
+$153.0K
712
+3%
增持
—
STERIS PLC
+$140.6K
4,667
+6%
增持
BLOK
AMPLIFY ETF TR
+$108.0K
59,375
+4%
减持
WMT
WALMART INC
+$107.7K
9,440
-3%
减持
VO
VANGUARD INDEX FDS
-$99.2K
1,603
-26%
减持
MCD
MCDONALDS CORP
+$95.3K
2,030
-2%
减持
LLY
ELI LILLY & CO
-$93.5K
853
-8%
减持
BND
VANGUARD BD INDEX FDS
-$84.0K
3,979
-26%
减持
—
MEDTRONIC PLC
+$81.7K
6,465
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$80.3K
1,994
+32%
减持
CVX
CHEVRON CORP NEW
-$77.3K
1,624
-21%
减持
HD
HOME DEPOT INC
+$69.0K
1,177
-4%
增持
VOO
VANGUARD INDEX FDS
+$60.1K
957
+9%
增持
VYM
VANGUARD WHITEHALL FDS
+$55.8K
2,609
+11%
减持
VVOS
VIVOS THERAPEUTICS INC
-$51.9K
100,000
-22%
减持
GOOG
ALPHABET INC
-$40.6K
1,786
-3%
减持
MAR
MARRIOTT INTL INC NEW
-$39.0K
850
-18%
减持
SPG
SIMON PPTY GROUP INC NEW
+$38.3K
1,687
-0%
减持
A
AGILENT TECHNOLOGIES INC
+$34.0K
2,012
-2%
减持
NFLX
NETFLIX INC
+$30.1K
2,147
-3%
增持
SNPS
SYNOPSYS INC
+$25.8K
1,332
+26%
减持
BSX
BOSTON SCIENTIFIC CORP
+$25.1K
4,351
-3%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$23.7K
21,175
+0%
增持
TFC
TRUIST FINL CORP
+$21.8K
6,004
+3%
增持
WFC
WELLS FARGO CO NEW
-$19.2K
3,917
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$18.5K
5,293
-14%
减持
XT
ISHARES TR
-$18.0K
36,052
-3%
减持
EPI
WISDOMTREE TR
+$14.5K
73,088
-3%
减持
IJH
ISHARES TR
-$9.2K
3,498
-10%
减持
VOT
VANGUARD INDEX FDS
+$8.7K
1,186
-2%
减持
SPAB
SPDR SER TR
+$4.3K
9,877
-3%
减持
ABT
ABBOTT LABS
-$1.6K
2,320
-10%
