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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 54 项建仓 15增持 18减持 20清仓 1

方向

标的

Δ市值

现股数(环比)

建仓

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$4.1M

52,141

减持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

-$3.6M

165,979 -10%

增持

VGSH VANGUARD SHORT-TERM TREASURY ETF

+$2.3M

95,307

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

IVE ISHARES S&P 500 VALUE ETF

-$2.0M

244,611 +1%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$1.7M

460,294 +2%

减持

VOX VANGUARD COMMUNICATION SERVICES ETF

-$1.6M

32,623 -29%

建仓

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

+$1.4M

13,822

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$1.0M

223,647 +2%

增持

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

-$939.0K

149,668 +1%

减持

VOT VANGUARD MID CAP GROWTH ETF

-$724.0K

96,676 -1%

减持

VBR VANGUARD SMALL CAP VALUE ETF

-$652.0K

63,161 -3%

增持

IVW ISHARES S&P 500 GROWTH ETF

-$612.0K

545,949 +2%

减持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

-$581.0K

182,427 -9%

建仓

VTI VANGUARD TOTAL STK MKT

+$465.0K

2,611

建仓

VDE VANGUARD ENERGY

+$444.0K

4,380

减持

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

-$429.0K

198,462 -6%

增持

VO VANGUARD MID CAP

-$428.0K

84,613 +2%

减持

VBK VANGUARD SMALL CAP GROWTH ETF

-$419.0K

40,515 -4%

建仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$389.0K

2,879

减持

VHT VANGUARD HEALTH CARE ETF

-$362.0K

27,752 -1%

建仓

SCHM SCHWAB US MID-CAP ETF

+$343.0K

5,681

减持

— ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF

-$308.0K

199,766 -5%

建仓

AMZN AMAZON COM INC COM

+$304.0K

2,698

减持

— ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF

-$302.0K

74,795 -13%

建仓

IWF ISHARES RUSSELL 1000 GROWTH ETF

+$285.0K

1,359

建仓

VAW VANGUARD MATERIALS ETF

+$283.0K

1,912

建仓

MSFT MICROSOFT

+$280.0K

1,203

建仓

VPU VANGUARD UTILITIES

+$274.0K

1,931

减持

VFH VANGUARD FINANCIALS ETF

-$271.0K

17,237 -14%

建仓

SCHG SCHWAB US LARGE CAP GROWTH ETF

+$254.0K

4,562

建仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$232.0K

3,127

建仓

VNQ VANGUARD REIT INDEX ETF

+$209.0K

2,613

建仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$208.0K

2,761

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-$190.0K

89,737 +1%

增持

VGT VANGUARD INFORMATION TECHNOLOGY

-$180.0K

16,628 +3%

减持

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

-$165.0K

6,693 -12%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$158.0K

148,143 +8%

增持

IVV ISHARES S&P 500 INDEX

-$157.0K

27,131 +4%

减持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

-$134.0K

171,812 -0%

减持

VCR VANGUARD CONSUMER DISCRETIONARY

-$134.0K

18,900 -6%

减持

— ISHARES IBONDS DEC 2022 TERM CORPORATE ETF

-$126.0K

85,865 -6%

增持

VB VANGUARD SMALL CAP ETF

-$108.0K

46,186 +2%

减持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

-$103.0K

168,617 -0%

减持

VIS VANGUARD INDUSTRIALS

-$102.0K

11,722 -2%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

-$92.0K

157,829 +0%

减持

VDC VANGUARD CONSUMER STAPLES ETF

-$86.0K

3,285 -6%

增持

MCD MCDONALDS CORP COM

-$49.0K

3,191 +0%

减持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

-$49.0K

12,502 -3%

增持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

-$35.0K

176,570 +1%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$32.0K

101,937 +6%

清仓

— DIGITAL MEDIA SOLUTIONS INC COM CL A

-$30.0K

0 -100%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

-$23.0K

126,773 +3%

增持

— ISHARES IBONDS DEC 2023 TERM CORPORATE ETF

-$12.0K

171,749 +0%

减持

AAPL APPLE INC

-$10.0K

7,870 -2%