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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 41 项建仓 10增持 26减持 5

方向

标的

Δ市值

现股数(环比)

增持

IVW ISHARES S&P 500 GROWTH ETF

-$7.8M

533,479 +2%

建仓

VGT VANGUARD INFORMATION TECHNOLOGY

+$5.3M

16,201

建仓

VCR VANGUARD CONSUMER DISCRETIONARY

+$4.6M

20,120

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。

VIS VANGUARD INDUSTRIALS

增持

VOT VANGUARD MID CAP GROWTH ETF

-$3.9M

98,140 +3%

增持

IVE ISHARES S&P 500 VALUE ETF

-$3.9M

243,206 +2%

增持

VO VANGUARD MID CAP

-$3.2M

82,923 +1%

增持

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

-$2.6M

147,963 +2%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$2.6M

450,745 +3%

增持

IVV ISHARES S&P 500 INDEX

-$1.7M

26,079 +2%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

-$1.6M

42,250 +6%

增持

VB VANGUARD SMALL CAP ETF

-$1.4M

45,437 +2%

增持

VBR VANGUARD SMALL CAP VALUE ETF

-$1.4M

64,805 +3%

建仓

AAPL APPLE INC

+$1.1M

8,028

增持

VOX VANGUARD COMMUNICATION SERVICES ETF

-$818.0K

45,653 +7%

减持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-$814.0K

89,248 -0%

建仓

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

+$786.0K

7,622

建仓

MCD MCDONALDS CORP COM

+$785.0K

3,183

建仓

VDC VANGUARD CONSUMER STAPLES INDEX FUND

+$650.0K

3,508

建仓

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

+$578.0K

12,943

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$559.0K

220,174 +4%

增持

VHT VANGUARD HEALTH CARE INDEX FUND

-$358.0K

27,901 +2%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$353.0K

136,848 +13%

减持

VFH VANGUARD FINANCIALS ETF

-$334.0K

20,134 -0%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$305.0K

171,826 +9%

增持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

+$198.0K

199,393 +4%

增持

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

+$181.0K

211,166 +3%

增持

— ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF

+$172.0K

209,843 +3%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$140.0K

95,901 +12%

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$139.0K

184,626 +4%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$112.0K

123,085 +9%

增持

VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF

+$109.0K

54,309 +4%

增持

— ISHARES IBONDS DEC 2023 TERM CORPORATE ETF

+$105.0K

171,296 +3%

增持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

+$94.0K

175,129 +4%

减持

— ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF

-$88.0K

86,439 -4%

减持

— ISHARES IBONDS DEC 2022 TERM CORPORATE ETF

-$59.0K

90,980 -2%

增持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

+$53.0K

168,885 +4%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$32.0K

157,109 +5%

建仓

— MYMD PHARMACEUTICALS INC COM

+$32.0K

15,000

建仓

— DIGITAL MEDIA SOLUTIONS INC COM CL A

+$30.0K

27,622

建仓

— PROSPECT CAP CORP 6.375 03/01/2025

+$10.0K

10,000