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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 56 项建仓 4增持 31减持 17清仓 4

方向

标的

Δ市值

现股数(环比)

增持

IVE ISHARES S&P 500 VALUE ETF

-$5.6M

247,262 +1%

清仓

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

-$4.1M

0 -100%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$4.0M

494,251

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

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$3.6M

185,257 +12%

增持

VOT VANGUARD MID CAP GROWTH ETF

+$3.4M

110,688 +14%

增持

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

+$3.1M

158,010 +6%

减持

VGSH VANGUARD SHORT-TERM TREASURY ETF

-$3.0M

43,647 -54%

清仓

— ISHARES IBONDS DEC 2022 TERM CORPORATE ETF

-$2.1M

0 -100%

增持

IVW ISHARES S&P 500 GROWTH ETF

+$2.0M

574,822 +5%

增持

VBR VANGUARD SMALL CAP VALUE ETF

+$1.9M

69,270 +10%

清仓

— ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF

-$1.9M

0 -100%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

+$1.8M

48,200 +19%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$1.5M

248,776 +11%

清仓

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$1.4M

0 -100%

减持

IVV ISHARES S&P 500 INDEX

-$1.3M

21,978 -19%

增持

AAPL APPLE INC

+$1.2M

17,738 +125%

增持

VHT VANGUARD HEALTH CARE ETF

+$1.1M

29,409 +6%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$874.8K

177,637 +20%

增持

VOX VANGUARD COMMUNICATION SERVICES ETF

+$748.3K

41,767 +28%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$675.0K

127,625 +25%

减持

VCR VANGUARD CONSUMER DISCRETIONARY

-$666.8K

17,237 -9%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$632.7K

151,806 +20%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$626.3K

192,075 +12%

增持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

+$552.3K

200,238 +10%

减持

VO VANGUARD MID CAP

-$470.1K

75,732 -10%

建仓

JNJ JOHNSON & JOHNSON COM

+$451.7K

2,557

建仓

SKYX SKYX PLATFORMS CORP COM

+$384.2K

152,451

增持

VFH VANGUARD FINANCIALS ETF

+$382.7K

20,134 +17%

增持

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

+$344.7K

9,393 +40%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$294.0K

168,692 +7%

增持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

+$287.4K

179,088 +6%

减持

VB VANGUARD SMALL CAP ETF

-$275.5K

41,503 -10%

减持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$273.0K

89,470 -0%

增持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

+$219.5K

185,032 +5%

建仓

GWW GRAINGER W W INC COM

+$205.8K

370

建仓

IJH ISHARES CORE S&P MID-CAP ETF

+$201.0K

831

增持

— ISHARES IBONDS DEC 2023 TERM CORPORATE ETF

+$195.5K

179,005 +4%

减持

VIS VANGUARD INDUSTRIALS

+$187.5K

11,134 -5%

增持

VDC VANGUARD CONSUMER STAPLES ETF

+$180.1K

3,884 +18%

减持

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

-$123.8K

191,737 -3%

增持

VDE VANGUARD ENERGY

+$118.9K

4,641 +6%

减持

— ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF

-$112.7K

194,450 -3%

减持

MCD MCDONALDS CORP COM

+$102.8K

3,183 -0%

增持

VAW VANGUARD MATERIALS ETF

+$93.5K

2,212 +16%

减持

AMZN AMAZON COM INC COM

-$87.4K

2,578 -4%

增持

VPU VANGUARD UTILITIES

+$64.8K

2,209 +14%

减持

VGT VANGUARD INFORMATION TECHNOLOGY

+$43.0K

16,133 -3%

增持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$36.8K

3,158 +14%

减持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

+$35.3K

12,498 -0%

减持

VTI VANGUARD TOTAL STK MKT

+$33.2K

2,606 -0%

增持

VNQ VANGUARD REIT INDEX ETF

+$21.4K

2,794 +7%

减持

SCHG SCHWAB US LARGE CAP GROWTH ETF

-$18.8K

4,234 -7%

增持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$18.6K

3,333 +7%

减持

SCHM SCHWAB US MID-CAP ETF

+$12.3K

5,415 -5%

减持

MSFT MICROSOFT

-$10.4K

1,124 -7%

增持

— MYMD PHARMACEUTICALS INC COM

-$10.3K

25,000 +67%