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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 61 项增持 29减持 4清仓 28

方向

标的

Δ市值

现股数(环比)

增持

IVW ISHARES S&P 500 GROWTH ETF

+$5.9M

507,905 +2%

增持

IVE ISHARES S&P 500 VALUE ETF

+$3.4M

231,868 +3%

增持

IVV ISHARES S&P 500 INDEX

+$3.0M

26,103 +19%

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

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

+$2.1M

138,577 +3%

增持

VOT VANGUARD MID CAP GROWTH ETF

+$2.1M

89,166 +2%

清仓

— ISHARES IBONDS DEC 2021 TERM CORPORATE ETF

-$1.5M

0 -100%

清仓

— ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF

-$1.3M

0 -100%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$1.3M

413,457 +5%

清仓

AAPL APPLE INC

-$1.1M

0 -100%

清仓

VTI VANGUARD TOTAL STK MKT

-$1.1M

0 -100%

增持

VB VANGUARD SMALL CAP ETF

+$997.0K

44,102 +8%

清仓

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

-$892.0K

0 -100%

增持

VBR VANGUARD SMALL CAP VALUE ETF

+$858.0K

60,093 +3%

增持

VHT VANGUARD HEALTH CARE INDEX FUND

+$795.0K

26,685 +4%

增持

VCR VANGUARD CONSUMER DISCRETIONARY

+$790.0K

18,958 +4%

清仓

MCD MCDONALDS CORP COM

-$767.0K

0 -100%

清仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND

-$700.0K

0 -100%

清仓

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

-$698.0K

0 -100%

增持

VIS VANGUARD INDUSTRIALS

+$697.0K

29,975 +5%

清仓

VDC VANGUARD CONSUMER STAPLES INDEX FUND

-$647.0K

0 -100%

清仓

MSFT MICROSOFT

-$646.0K

0 -100%

清仓

SCHM SCHWAB US MID-CAP ETF

-$471.0K

0 -100%

清仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

-$442.0K

0 -100%

清仓

JPM JPMORGAN CHASE & CO COM

-$430.0K

0 -100%

减持

VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF

-$427.0K

76,932 -7%

减持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$421.0K

88,708 -1%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$381.0K

196,547 +5%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

+$373.0K

36,687 +3%

清仓

AMZN AMAZON COM INC COM

-$361.0K

0 -100%

清仓

VDE VANGUARD ENERGY

-$358.0K

0 -100%

清仓

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$349.0K

0 -100%

清仓

SCHG SCHWAB US LARGE CAP GROWTH ETF

-$338.0K

0 -100%

减持

VGT VANGUARD INFORMATION TECHNOLOGY

+$336.0K

5,955 -0%

清仓

VAW VANGUARD MATERIALS ETF

-$321.0K

0 -100%

清仓

VPU VANGUARD UTILITIES

-$299.0K

0 -100%

清仓

INTC INTEL CORP COM

-$284.0K

0 -100%

清仓

VUG VANGUARD GROWTH INDEX FUND

-$271.0K

0 -100%

清仓

MRK MERCK & CO INC COM

-$263.0K

0 -100%

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$259.0K

160,616 +6%

清仓

VNQ VANGUARD REIT INDEX ETF

-$251.0K

0 -100%

清仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-$248.0K

0 -100%

清仓

SCHA SCHWAB ETFS- US SMALL-CAP ETF

-$246.0K

0 -100%

清仓

— INVESCO BULLETSHARES 2021 CORPORATE BOND ETF

-$243.0K

0 -100%

清仓

SCHE SCHWAB EMERGING MARKET EQ ETF

-$230.0K

0 -100%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$225.0K

99,391 +11%

清仓

IJH ISHARES S&P MIDCAP FUND

-$224.0K

0 -100%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$213.0K

93,448 +9%

增持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

+$204.0K

162,989 +7%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$199.0K

142,511 +7%

增持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

+$191.0K

155,289 +7%

增持

— ISHARES IBONDS DEC 2023 TERM CORPORATE ETF

+$180.0K

159,734 +6%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$173.0K

133,129 +5%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$166.0K

74,096 +10%

增持

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

+$112.0K

183,939 +3%

增持

VFH VANGUARD FINANCIALS ETF

+$105.0K

20,374 +1%

增持

— ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF

+$105.0K

181,755 +3%

增持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

+$41.0K

168,468 +1%

减持

— ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF

-$37.0K

97,914 -1%

增持

— ISHARES IBONDS DEC 2022 TERM CORPORATE ETF

+$26.0K

103,300 +2%

增持

VOX VANGUARD COMMUNICATION SERVICES ETF

+$9.0K

39,824 +4%