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
25Q3 调仓
2024-12-31 → 2025-09-30 · 共 150 项
建仓 35
增持 44
减持 34
清仓 37
方向
标的
Δ市值
现股数(环比)
增持
SPTI
SPDR SERIES TRUST
+$62.0M
3,332,068
+171%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$20.3M
622,260
+56%
建仓
HUBB
HUBBELL INC
+$19.4M
45,075
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
+$17.5M
1,729,031
+34%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$15.5M
143,446
增持
MSFT
MICROSOFT CORP
+$14.4M
85,432
+21%
建仓
BX
BLACKSTONE INC
+$13.6M
79,744
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$13.4M
49,574
+143%
增持
LLY
ELI LILLY CO
+$13.0M
18,255
+1357%
增持
BSX
BOSTON SCIENTIFIC CORP
+$12.8M
132,940
+5608%
减持
VTI
VANGUARD INDEX FDS
-$12.5M
8,790
-83%
增持
VNQ
VANGUARD INDEX FDS
+$12.0M
230,344
+127%
增持
BCIL
EXCHANGE LISTED FDS TR
+$11.3M
568,404
+177%
增持
ANGL
VANECK ETF TRUST
+$10.2M
680,221
+95%
减持
LMT
LOCKHEED MARTIN CORP
-$8.9M
481
-97%
减持
SPTL
SPDR SERIES TRUST
-$8.6M
1,755,648
-18%
减持
AVGO
BROADCOM INC
+$8.5M
102,088
-6%
增持
SPY
SPDR SP 500 ETF TR
+$8.0M
70,094
+6%
清仓
UNH
UNITEDHEALTH GROUP INC
-$7.9M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CLASS A
-$7.9M
0
-100%
减持
GLD
SPDR GOLD TR
+$7.8M
85,793
-8%
增持
UBER
UBER TECHNOLOGIES INC
+$7.8M
181,810
+10%
增持
GS
GOLDMAN SACHS GROUP INC
+$7.7M
24,842
+18%
增持
JNJ
JOHNSON JOHNSON
+$7.5M
88,031
+45%
减持
AAPL
APPLE INC
-$7.1M
148,090
-17%
增持
NFLX
NETFLIX INC
+$6.9M
7,238
+261%
减持
JPM
JPMORGAN CHASE CO.
+$6.9M
100,485
-3%
清仓
TXN
TEXAS INSTRS INC
-$6.6M
0
-100%
减持
META
META PLATFORMS INC
+$6.4M
43,767
-0%
增持
DHR
DANAHER CORPORATION
+$5.8M
76,785
+86%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$5.7M
79,248
减持
NVDA
NVIDIA CORPORATION
+$5.6M
174,425
-13%
清仓
MRK
MERCK & CO. INC.
-$5.6M
0
-100%
清仓
VICI
VICI PPTYS INC REIT
-$5.5M
0
-100%
清仓
AMGN
AMGEN INC
-$5.5M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$5.4M
116,500
+86%
清仓
GD
GENERAL DYNAMICS CORP
-$5.4M
0
-100%
增持
PEP
PEPSICO INC
+$5.4M
96,226
+80%
增持
VYMI
VANGUARD WHITEHALL FDS
+$5.1M
174,057
+23%
增持
ABBV
ABBVIE INC
+$4.4M
58,901
+13%
增持
IXC
ISHARES TR
+$4.0M
269,614
+41%
清仓
UPS
UNITED PARCEL SVC INC CLASS B
-$3.7M
0
-100%
增持
—
LINDE PLC
+$3.6M
32,424
+15%
增持
—
EXXON MOBIL CORP
+$3.6M
37,860
+518%
增持
BIL
SPDR SERIES TRUST
+$3.5M
327,758
+13%
增持
AXP
AMERICAN EXPRESS CO
+$3.2M
47,133
+13%
建仓
ARKQ
ARK ETF TR
+$3.1M
28,173
建仓
MLPX
GLOBAL X FDS
+$2.9M
46,091
增持
DUK
DUKE ENERGY CORP NEW
+$2.8M
97,609
+13%
增持
MRSH
MARSH MCLENNAN COS INC
+$2.8M
76,036
+29%
增持
CRM
SALESFORCE INC
+$2.6M
79,527
+64%
清仓
ARTY
ISHARES FUTURE AI AND TECH ETF
-$2.3M
0
-100%
减持
PFF
ISHARES TR
-$1.9M
288,770
-18%
减持
STIP
ISHARES TR
-$1.8M
2,215
-89%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
43,596
-9%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
14,516
+13%
减持
EPI
WISDOMTREE TR
-$1.6M
38,368
-47%
增持
WM
WASTE MGMT INC DEL
+$1.6M
37,465
+13%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$1.6M
24,091
+9%
建仓
APH
AMPHENOL CORP NEW
+$1.5M
11,945
减持
BA
BOEING CO
-$1.3M
64,075
-25%
清仓
TIP
ISHARES TIPS BOND ETF
-$1.2M
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$1.2M
5,062
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.2M
11,416
清仓
MSCI
MSCI INC
-$1.1M
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVCS
-$1.1M
0
-100%
建仓
HACK
AMPLIFY ETF TR
+$1.1M
12,158
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
3,633
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$979.6K
6,769
-71%
清仓
—
AMDOCS LTD F
-$977.7K
0
-100%
减持
V
VISA INC
+$977.5K
55,482
-2%
增持
PG
PROCTER AND GAMBLE CO
-$958.7K
106,573
+3%
清仓
TDG
TRANSDIGM GROUP INC
-$928.9K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$808.5K
0
-100%
清仓
BIDU
BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$794.9K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$785.5K
3,695
清仓
CSCO
CISCO SYS INC
-$775.6K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$769.6K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$731.8K
4,176
+35%
清仓
ABR
ARBOR RLTY TR INC REIT
-$663.0K
0
-100%
清仓
GGLL
DIREXION DAILY GOOGL BULL 2X ETF
-$655.3K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$631.7K
3,463
清仓
YINN
DIREXION DLY FTSE CHNA BUL 3X ETF
-$611.4K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$590.2K
0
-100%
清仓
ADBE
ADOBE INC
-$588.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$587.3K
4,895
-53%
减持
BLOK
AMPLIFY ETF TR
+$538.6K
44,428
-21%
增持
MOO
VANECK ETF TRUST
+$530.1K
35,362
+10%
清仓
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-$520.6K
0
-100%
清仓
—
MEDTRONIC PLC F
-$516.4K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$510.9K
0
-100%
减持
ARKK
ARK ETF TR
+$478.8K
35,432
-22%
减持
NOBL
PROSHARES TR
-$470.1K
6,599
-43%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$457.7K
5,599
+46%
清仓
DLTR
DOLLAR TREE INC
-$448.1K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$430.0K
17,230
-18%
建仓
VTV
VANGUARD INDEX FDS
+$408.6K
2,191
建仓
BOTZ
GLOBAL X FDS
+$400.9K
11,314
清仓
TQQQ
PROSHARES ULTRAPRO QQQ ETF
-$398.5K
0
-100%
建仓
BKCH
GLOBAL X FDS
+$379.1K
4,394
建仓
VXF
VANGUARD INDEX FDS
+$370.7K
1,771
建仓
NVO
NOVONORDISK A S
+$365.3K
6,584
建仓
DFCF
DIMENSIONAL ETF TRUST
+$360.9K
8,441
增持
IVV
ISHARES TR
+$356.0K
1,053
+78%
减持
—
STERIS PLC
-$348.6K
2,273
-49%
清仓
FAS
DIREXION DAILY FINANCIALBULL 3X ETF
-$342.6K
0
-100%
清仓
BUFR
FT VEST LADDERED BUFFER ETF
-$340.5K
0
-100%
建仓
IJR
ISHARES TR
+$339.4K
2,856
清仓
SCHV
SCHWAB US LARGE CAP VALUE ETF
-$320.2K
0
-100%
建仓
IJT
ISHARES TR
+$319.8K
2,260
清仓
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
-$318.5K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$318.1K
4,277
增持
TSLA
TESLA INC
+$306.2K
4,556
+7%
减持
KO
COCA COLA CO
-$301.0K
10,268
-35%
建仓
ARKF
ARK ETF TR
+$293.5K
5,168
清仓
TAN
INVSC SOLAR ETF
-$291.0K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$270.3K
0
-100%
清仓
EDC
DIREXION DAILY EMG MRKTSBULL 3X ETF
-$261.9K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$251.1K
1,016
建仓
DFIV
DIMENSIONAL ETF TRUST
+$250.5K
5,431
建仓
VXUS
VANGUARD STAR FDS
+$249.6K
3,398
建仓
RTX
RTX CORPORATION
+$238.3K
1,424
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$238.3K
3,251
清仓
MAR
MARRIOTT INTL INC NEW CLASS A
-$237.0K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$236.5K
4,584
建仓
T
ATT INC
+$231.1K
8,184
清仓
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$229.0K
0
-100%
增持
SPGM
SPDR INDEX SHS FDS
+$228.3K
12,774
+11%
增持
DGRO
ISHARES TR
+$222.5K
6,812
+73%
建仓
ANET
ARISTA NETWORKS INC
+$217.8K
1,495
减持
XT
ISHARES TR
+$214.5K
32,296
-9%
建仓
QTUM
ETF SER SOLUTIONS
+$213.5K
2,035
减持
GOOGL
ALPHABET INC
-$213.1K
78,710
-23%
建仓
IWD
ISHARES TR
+$206.3K
1,013
减持
AMZN
AMAZON COM INC
-$205.4K
200,732
-1%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$203.2K
2,542
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$200.5K
2,729
增持
VOO
VANGUARD INDEX FDS
+$184.1K
921
+31%
增持
VOT
VANGUARD INDEX FDS
+$161.0K
1,580
+32%
减持
WMT
WALMART INC
-$134.6K
7,167
-26%
增持
ABT
ABBOTT LABS
+$128.6K
2,500
+37%
减持
GOOG
ALPHABET INC
-$107.9K
974
-46%
增持
HPQ
HP INC
-$102.2K
21,796
+2%
增持
VO
VANGUARD INDEX FDS
+$92.5K
1,750
+10%
减持
HLI
HOULIHAN LOKEY INC
+$78.1K
6,960
-11%
减持
VAW
VANGUARD WORLD FD
+$66.0K
12,470
-6%
减持
FDN
FIRST TR EXCHANGETRADED FD
-$60.9K
1,018
-28%
减持
WFC
WELLS FARGO CO NEW
+$49.1K
3,783
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$47.2K
1,256
-39%
减持
SCHF
SCHWAB STRATEGIC TR
+$46.9K
12,809
-6%
