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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 96 项
建仓 6
增持 42
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$4.3M
64,401
+11%
增持
CRM
SALESFORCE INC
-$3.5M
62,506
+10%
减持
IXC
ISHARES TR
+$2.7M
179,561
-2%
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
AVGO
BROADCOM INC
-$2.5M
70,485
+0%
增持
AMZN
AMAZON COM INC
-$2.4M
145,773
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
-$2.4M
116,606
+15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.4M
36,156
+4%
减持
LLY
ELI LILLY & CO
-$2.1M
12,073
-2%
增持
AXP
AMERICAN EXPRESS CO
-$2.1M
32,767
+1%
减持
AAPL
APPLE INC
-$2.0M
100,409
-1%
增持
DHR
DANAHER CORP DEL
-$2.0M
53,246
+0%
增持
—
EXXON MOBIL CORP
+$2.0M
35,117
+6%
减持
GOOGL
ALPHABET INC
-$1.9M
50,276
-4%
增持
JPM
JPMORGAN CHASE & CO
-$1.8M
70,761
+1%
减持
JNJ
JOHNSON & JOHNSON
+$1.8M
58,349
-3%
减持
BIL
SPDR SERIES TRUST
-$1.8M
128,652
-13%
增持
—
LINDE PLC
+$1.7M
23,132
+1%
增持
META
META PLATFORMS INC
-$1.7M
33,338
+6%
增持
V
VISA INC
-$1.6M
40,506
+3%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
118,084
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.5M
10,396
+1%
增持
BX
BLACKSTONE INC
-$1.4M
72,669
+15%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.4M
34,781
-1%
减持
HUBB
HUBBELL INC
+$1.3M
32,305
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
33,911
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$1.2M
75,849
+2%
减持
GLD
SPDR GOLD TR
+$981.2K
48,154
-3%
增持
NFLX
NETFLIX INC.
+$911.6K
64,891
+14%
增持
PEP
PEPSICO INC
+$877.7K
68,627
+1%
增持
UBER
UBER TECHNOLOGIES INC
-$870.2K
133,805
+4%
减持
QQQ
INVESCO QQQ TR
-$731.1K
11,179
-4%
增持
BA
BOEING CO
-$728.0K
46,127
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$671.1K
74,635
+11%
减持
GS
GOLDMAN SACHS GROUP INC
-$646.1K
17,313
-0%
增持
BCIL
EXCHANGE LISTED FDS TR
+$594.5K
514,513
+11%
增持
ROPE
EA SERIES TRUST
+$559.5K
93,584
+22%
增持
MRSH
MARSH & MCLENNAN COS INC
-$444.3K
54,575
+2%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$443.5K
3,956
增持
VNQ
VANGUARD INDEX FDS
+$439.1K
182,200
+3%
减持
MLPX
GLOBAL X FDS
+$435.8K
33,863
-1%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$435.7K
10,840
减持
VYMI
VANGUARD WHITEHALL FDS
+$428.9K
128,960
-1%
建仓
DFNL
DAVIS FUNDAMENTAL ETF TR
+$422.3K
9,419
增持
ABBV
ABBVIE INC
-$395.8K
42,390
+1%
减持
XLU
SELECT SECTOR SPDR TR
+$367.2K
128,218
-1%
建仓
FDCF
FIDELITY COVINGTON TRUST
+$359.6K
8,353
减持
—
ACCENTURE PLC IRELAND
-$343.5K
4,902
-0%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$334.3K
105,218
+2%
增持
WM
WASTE MGMT INC DEL
+$334.1K
28,253
+1%
减持
VUG
VANGUARD INDEX FDS
-$307.8K
2,340
-14%
减持
TSLA
TESLA INC
-$272.6K
2,822
-4%
增持
ANGL
VANECK ETF TRUST
+$267.8K
549,395
+4%
减持
ARKK
ARK ETF TR
-$265.8K
23,120
-3%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$261.6K
6,150
清仓
SPAB
SPDR SERIES TRUST
-$242.0K
0
-100%
减持
BLOK
AMPLIFY ETF TR
-$235.1K
29,682
-1%
减持
MOO
VANECK ETF TRUST
+$229.2K
21,206
-1%
清仓
GOOG
ALPHABET INC
-$223.7K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$215.1K
0
-100%
清仓
CINF
CINCINNATI FINL CORP
-$204.2K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$204.1K
0
-100%
增持
HACK
AMPLIFY ETF TR
+$184.1K
11,323
+37%
减持
EPI
WISDOMTREE TR
-$172.5K
25,349
-3%
减持
HLI
HOULIHAN LOKEY INC
-$164.3K
4,903
-2%
增持
PG
PROCTER & GAMBLE CO
+$159.0K
71,552
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$147.9K
3,044
-17%
减持
COF
CAPITAL ONE FINL CORP
-$146.5K
2,254
-2%
减持
—
STERIS PLC
-$142.2K
1,198
-25%
减持
SPGM
SPDR INDEX SHS FDS
-$131.8K
7,568
-18%
减持
APH
AMPHENOL CORP
-$126.3K
7,758
-5%
增持
BCUS
EXCHANGE LISTED FDS TR
+$120.6K
1,134,102
+1%
减持
VAW
VANGUARD WORLD FD
+$115.2K
7,499
-1%
增持
PFF
ISHARES TR
-$92.5K
217,935
+1%
减持
XT
ISHARES TR
-$88.9K
22,225
-3%
增持
SPTI
SPDR SERIES TRUST
+$78.5K
2,214,829
+1%
减持
VTI
VANGUARD INDEX FDS
-$61.5K
1,446
-8%
减持
DIS
DISNEY WALT CO
-$59.5K
2,855
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$46.7K
470
-13%
减持
HD
HOME DEPOT INC
-$44.5K
661
-13%
减持
VGT
VANGUARD WORLD FD
-$40.6K
362
-7%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$36.8K
11,562
-5%
减持
TFC
TRUIST FINL CORP
-$34.8K
5,373
-6%
减持
MCD
MCDONALDS CORP
-$23.3K
1,672
-6%
减持
KO
COCA COLA CO
+$19.7K
4,114
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$18.9K
479,047
+1%
增持
ARKQ
ARK ETF TR
-$14.5K
20,742
+1%
增持
IVV
ISHARES TR
-$14.3K
472
+0%
减持
WMT
WALMART INC
-$12.7K
4,335
-12%
增持
VYM
VANGUARD WHITEHALL FDS
+$12.4K
1,970
+1%
增持
FELC
FIDELITY COVINGTON TRUST
-$11.7K
6,514
+0%
减持
NOBL
PROSHARES TR
-$11.1K
5,780
-4%
减持
MAR
MARRIOTT INTL INC NEW
+$10.2K
713
-1%
建仓
—
CREATIVE MEDIA & CMNTY TR
+$6.8K
11,138
增持
DGRO
ISHARES TR
+$6.6K
5,842
+1%
增持
SPTL
SPDR SERIES TRUST
-$5.4K
1,111,109
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$4.1K
2,136
-11%
