Praetorian Wealth Management, Inc.

报告期 2026-03-31 · CIK 0001818940

持仓数

前50大市值合计

$517.1M

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 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 54 项增持 33减持 18清仓 3

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES S&P 500 INDEX

-$1.7M

21,963 -15%

减持

VO VANGUARD MID CAP

-$1.2M

76,690 -6%

减持

VB VANGUARD SMALL CAP ETF

-$734.0K

41,021 -5%

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。

VWO VANGUARD FTSE EMERGING MARKETS ETF

减持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$631.0K

393,200 -1%

增持

IVE ISHARES S&P 500 VALUE ETF

-$369.0K

226,051 +0%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

-$314.0K

35,569 +0%

增持

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

+$285.0K

178,919 +6%

减持

VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF

-$268.0K

83,152 -5%

增持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

+$254.0K

152,997 +7%

增持

VIS VANGUARD INDUSTRIALS

-$242.0K

28,668 +0%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$223.0K

126,851 +7%

增持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

+$222.0K

166,397 +5%

减持

IVW ISHARES S&P 500 GROWTH ETF

+$213.0K

495,530 -1%

增持

MCD MCDONALDS CORP COM

+$191.0K

3,183 +27%

增持

— ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF

+$187.0K

177,104 +5%

减持

— ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF

-$184.0K

98,867 -6%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$183.0K

67,359 +11%

减持

— ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF

-$174.0K

51,175 -12%

增持

VBR VANGUARD SMALL CAP VALUE ETF

-$167.0K

58,425 +1%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$158.0K

132,673 +5%

增持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

+$158.0K

145,671 +5%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$157.0K

89,480 +7%

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$137.0K

150,901 +4%

减持

VOX VANGUARD COMMUNICATION SERVICES ETF

-$116.0K

38,281 -0%

增持

— ISHARES IBONDS DEC 2023 TERM CORPORATE ETF

+$116.0K

150,751 +3%

清仓

— DIGITAL MEDIA SOLUTIONS INC COM CL A

-$104.0K

0 -100%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$102.0K

85,645 +5%

增持

VGT VANGUARD INFORMATION TECHNOLOGY

+$99.0K

5,961 +4%

清仓

— PROSHARES ULTRAPRO SHORT QQQ

-$95.0K

0 -100%

增持

VOT VANGUARD MID CAP GROWTH ETF

+$95.0K

87,146 +0%

增持

VFH VANGUARD FINANCIALS ETF

+$88.0K

20,093 +2%

减持

— ISHARES IBONDS DEC 2022 TERM CORPORATE ETF

-$84.0K

101,515 -3%

减持

AMZN AMAZON COM INC COM

-$82.0K

110 -15%

减持

— ISHARES IBONDS DEC 2021 TERM CORPORATE ETF

-$73.0K

60,901 -4%

增持

VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF

-$39.0K

134,065 +0%

增持

VDE VANGUARD ENERGY

+$29.0K

4,838 +11%

减持

VHT VANGUARD HEALTH CARE INDEX FUND

-$28.0K

25,545 -0%

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$26.0K

89,876 +0%

减持

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$20.0K

1,273 -6%

增持

VDC VANGUARD CONSUMER STAPLES INDEX FUND

+$15.0K

3,608 +4%

减持

AAPL APPLE INC

+$12.0K

7,840 -2%

增持

VPU VANGUARD UTILITIES

+$12.0K

2,149 +4%

增持

VCR VANGUARD CONSUMER DISCRETIONARY

-$12.0K

18,283 +911%

减持

— INVESCO BULLETSHARES 2021 CORPORATE BOND ETF

-$11.0K

11,527 -5%

减持

SCHM SCHWAB US MID-CAP ETF

-$10.0K

6,144 -0%

清仓

— PROSPECT CAP CORP 6.375 03/01/2025

-$10.0K

0 -100%

增持

IJH ISHARES S&P MIDCAP FUND

+$9.0K

853 +6%

增持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$8.0K

2,623 +4%

增持

VNQ VANGUARD REIT INDEX ETF

+$6.0K

2,463 +2%

减持

SCHG SCHWAB US LARGE CAP GROWTH ETF

+$5.0K

2,281 -0%

增持

VAW VANGUARD MATERIALS ETF

-$4.0K

1,853 +3%

增持

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND

-$3.0K

6,673 +2%

增持

VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND

+$3.0K

8,491 +1%