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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 133 项
建仓 4
增持 3
减持 85
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
SPTI
SPDR SERIES TRUST
-$32.9M
2,198,284
-34%
减持
SPY
SPDR S&P 500 ETF TR
-$22.7M
35,152
-50%
减持
BCUS
EXCHANGE LISTED FDS TR
-$20.6M
1,118,553
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。
-35%
减持
SPTL
SPDR SERIES TRUST
-$18.1M
1,104,176
-37%
减持
BIL
SPDR SERIES TRUST
-$16.5M
148,461
-55%
减持
MSFT
MICROSOFT CORP
-$16.1M
58,209
-32%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$12.7M
473,101
-24%
减持
META
META PLATFORMS INC
-$11.4M
31,431
-28%
减持
AMZN
AMAZON COM INC
-$11.3M
142,132
-29%
减持
GLD
SPDR GOLD TR
-$10.8M
49,807
-42%
减持
NVDA
NVIDIA CORPORATION
-$10.4M
118,734
-32%
减持
AAPL
APPLE INC
-$10.2M
101,275
-32%
减持
AVGO
BROADCOM INC
-$9.3M
70,389
-31%
减持
JPM
JPMORGAN CHASE & CO.
-$9.1M
70,211
-30%
减持
UBER
UBER TECHNOLOGIES INC
-$7.3M
128,439
-29%
减持
PG
PROCTER AND GAMBLE CO
-$6.2M
71,007
-33%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$6.1M
102,822
-28%
减持
—
LINDE PLC
-$5.6M
22,907
-29%
减持
MRSH
MARSH & MCLENNAN COS INC
-$5.4M
53,419
-30%
减持
VNQ
VANGUARD INDEX FDS
-$5.3M
177,670
-23%
减持
V
VISA INC
-$5.1M
39,452
-29%
减持
HUBB
HUBBELL INC
-$4.8M
32,797
-27%
减持
ANGL
VANECK ETF TRUST
-$4.7M
528,207
-22%
增持
XLU
SELECT SECTOR SPDR TR
-$4.6M
129,228
+11%
减持
COST
COSTCO WHSL CORP NEW
-$4.6M
10,257
-29%
减持
GS
GOLDMAN SACHS GROUP INC
-$4.5M
17,398
-30%
减持
ABBV
ABBVIE INC
-$4.0M
42,081
-29%
减持
BA
BOEING CO
-$3.9M
45,637
-29%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.9M
34,741
-30%
减持
BX
BLACKSTONE INC
-$3.9M
63,070
-21%
减持
JNJ
JOHNSON & JOHNSON
-$3.8M
60,320
-31%
减持
PEP
PEPSICO INC
-$3.7M
68,140
-29%
减持
CRM
SALESFORCE INC
-$3.7M
57,074
-28%
减持
AXP
AMERICAN EXPRESS CO
-$3.7M
32,440
-31%
减持
IXC
ISHARES TR
-$3.6M
183,236
-32%
减持
BCIL
EXCHANGE LISTED FDS TR
-$3.5M
462,943
-19%
增持
NFLX
NETFLIX INC
-$3.4M
56,822
+685%
减持
DUK
DUKE ENERGY CORP NEW
-$3.3M
74,570
-24%
减持
BSX
BOSTON SCIENTIFIC CORP
-$3.3M
101,681
-24%
减持
QQQ
INVESCO QQQ TR
-$3.2M
11,693
-32%
减持
DHR
DANAHER CORPORATION
-$3.1M
52,988
-31%
减持
VYMI
VANGUARD WHITEHALL FDS
-$3.0M
130,270
-25%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.8M
31,927
-27%
减持
GOOGL
ALPHABET INC
-$2.8M
52,133
-34%
减持
PFF
ISHARES TR
-$2.4M
216,417
-25%
减持
VTI
VANGUARD INDEX FDS
-$2.4M
1,567
-82%
减持
WM
WASTE MGMT INC DEL
-$2.1M
28,028
-25%
建仓
ROPE
EA SERIES TRUST
+$2.1M
76,891
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$1.5M
12,121
-50%
减持
BLOK
AMPLIFY ETF TR
-$1.3M
30,121
-32%
清仓
AVUS
AMERICAN CENTY ETF TR
-$1.2M
0
-100%
减持
ARKK
ARK ETF TR
-$1.2M
23,771
-33%
减持
MOO
VANECK ETF TRUST
-$1.0M
21,468
-39%
减持
VAW
VANGUARD WORLD FD
-$980.2K
7,586
-39%
减持
MLPX
GLOBAL X FDS
-$822.4K
34,165
-26%
减持
ARKQ
ARK ETF TR
-$796.0K
20,469
-27%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$722.0K
67,074
-15%
减持
XT
ISHARES TR
-$719.8K
22,994
-29%
减持
TSLA
TESLA INC
-$704.4K
2,939
-35%
减持
LLY
ELI LILLY & CO
-$691.2K
12,318
-33%
减持
VUG
VANGUARD INDEX FDS
-$672.9K
2,726
-35%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$631.7K
0
-100%
清仓
HPQ
HP INC
-$593.5K
0
-100%
清仓
BALL
BALL CORP
-$577.4K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$564.0K
0
-100%
减持
HLI
HOULIHAN LOKEY INC
-$560.5K
4,986
-28%
减持
EPI
WISDOMTREE TR
-$489.1K
26,069
-32%
清仓
VOT
VANGUARD INDEX FDS
-$464.3K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$408.6K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$405.7K
3,652
-35%
清仓
BOTZ
GLOBAL X FDS
-$400.9K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$398.4K
0
-100%
减持
HACK
AMPLIFY ETF TR
-$389.1K
8,289
-32%
减持
KO
COCA COLA CO
-$387.8K
4,193
-59%
减持
IVV
ISHARES TR
-$381.9K
471
-55%
清仓
BKCH
GLOBAL X FDS
-$379.1K
0
-100%
减持
APH
AMPHENOL CORP NEW
-$371.7K
8,188
-31%
清仓
VXF
VANGUARD INDEX FDS
-$370.7K
0
-100%
清仓
NVO
NOVONORDISK A S
-$365.3K
0
-100%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$360.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$359.5K
541
-57%
清仓
IJR
ISHARES TR
-$339.4K
0
-100%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$336.1K
0
-100%
清仓
ABT
ABBOTT LABS
-$334.9K
0
-100%
清仓
IJT
ISHARES TR
-$319.8K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$318.1K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$317.1K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$314.0K
0
-100%
清仓
VVOS
VIVOS THERAPEUTICS INC
-$310.0K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$298.2K
0
-100%
清仓
ARKF
ARK ETF TR
-$293.5K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$288.7K
2,389
-34%
减持
—
EXXON MOBIL CORP
-$274.3K
33,193
-12%
减持
VO
VANGUARD INDEX FDS
-$274.0K
827
-53%
清仓
CVX
CHEVRON CORP NEW
-$268.6K
0
-100%
减持
SPGM
SPDR INDEX SHS FDS
-$252.0K
9,188
-28%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$251.1K
0
-100%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$250.5K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$249.6K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$247.3K
389
-46%
清仓
LMT
LOCKHEED MARTIN CORP
-$239.9K
0
-100%
清仓
RTX
RTX CORPORATION
-$238.3K
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$238.3K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$236.5K
0
-100%
清仓
T
ATT INC
-$231.1K
0
-100%
清仓
STIP
ISHARES TR
-$229.0K
0
-100%
减持
HD
HOME DEPOT INC
-$228.8K
761
-37%
减持
COF
CAPITAL ONE FINL CORP
-$227.8K
2,301
-38%
减持
DIS
DISNEY WALT CO
-$225.9K
2,941
-40%
建仓
MAR
MARRIOTT INTL INC NEW
+$223.0K
719
清仓
VZ
VERIZON COMMUNICATIONS INC
-$220.9K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$217.8K
0
-100%
清仓
IJH
ISHARES TR
-$215.9K
0
-100%
清仓
QTUM
ETF SER SOLUTIONS
-$213.5K
0
-100%
清仓
IWD
ISHARES TR
-$206.3K
0
-100%
建仓
CINF
CINCINNATI FINL CORP
+$204.2K
1,250
建仓
UPS
UNITED PARCEL SERVICE INC
+$204.1K
2,058
清仓
AMD
ADVANCED MICRO DEVICES INC
-$203.2K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$203.2K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$200.5K
0
-100%
减持
WMT
WALMART INC
-$187.2K
4,950
-31%
减持
—
STERIS PLC
-$155.3K
1,606
-29%
减持
VYM
VANGUARD WHITEHALL FDS
-$93.5K
1,946
-26%
减持
MCD
MCDONALDS CORP
-$84.6K
1,777
-14%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$69.8K
799
-22%
减持
MCK
MCKESSON CORP
-$68.8K
259
-29%
减持
—
ACCENTURE PLC IRELAND
+$67.2K
4,903
-3%
减持
DGRO
ISHARES TR
-$60.3K
5,811
-15%
减持
NOBL
PROSHARES TR
-$56.4K
5,994
-9%
减持
GOOG
ALPHABET INC
-$13.5K
713
-27%
增持
FELC
FIDELITY COVINGTON TRUST
+$6.4K
6,495
+0%
减持
TFC
TRUIST FINL CORP
+$2.9K
5,727
-6%
减持
SPAB
SPDR SERIES TRUST
-$1.6K
9,399
-0%
