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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 60 项建仓 24增持 15减持 17清仓 4

方向

标的

Δ市值

现股数(环比)

增持

IVE IVE - ISHARES S&0 500 VALUE ETF

+$8.7M

300,838 +6%

增持

IVW IVW - ISHARES S&P 500 GROWTH ETF

+$7.4M

706,258 +6%

清仓

— ISHARES IBONDS DEC 2023 TERM CORPORATE ETF

-$3.7M

0 -100%

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。

减持

VHT VHT - VANGUARD HEALTH CARE ETF

-$3.4M

14,832 -51%

清仓

— ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF

-$3.2M

0 -100%

建仓

VDE VDE - VANGUARD ENERGY ETF

+$3.0M

25,505

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$2.3M

533,602 +0%

增持

IVV ISHARES S&P 500 INDEX

+$1.8M

28,886 +4%

建仓

IBDV IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$1.7M

80,575

减持

VO VANGUARD MID CAP

+$1.3M

70,118 -3%

增持

IBDU IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+$1.2M

135,181 +53%

建仓

IBMR IBMR - ISHARES I BONDS DEC 2029 TERM MUNI BOND ETF

+$1.1M

42,069

减持

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

-$977.2K

132,246 -14%

减持

VGT VGT - VANGUARD INFORMATION TECHNOLOGY ETF

+$824.7K

17,008 -5%

建仓

VDC VDC - VANGUARD CONSUMER STAPLES ETF

+$771.3K

4,039

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$754.9K

69,726 +10%

减持

VCR VCR - VANGUARD CONSUMER DISCRETIONARY ETF

+$645.0K

19,024 -0%

建仓

VTI VANGUARD TOTAL STK MKT

+$622.2K

2,623

清仓

VGSH VANGUARD SHORT-TERM TREASURY ETF

-$523.4K

0 -100%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$518.9K

238,716 +5%

减持

VOX VANGUARD COMMUNICATION SERVICES ETF

+$508.7K

45,281 -1%

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$490.6K

275,584 -0%

建仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$490.6K

2,879

建仓

VAW VANGUARD MATERIALS ETF

+$486.8K

2,563

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$478.7K

236,943 +6%

建仓

AMZN AMAZON COM INC COM

+$475.4K

3,129

减持

VBR VANGUARD SMALL CAP VALUE ETF

+$475.1K

58,289 -7%

减持

VB VANGUARD SMALL CAP ETF

+$464.6K

35,149 -6%

清仓

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

-$422.2K

0 -100%

增持

AAPL APPLE INC

+$416.3K

19,308 +0%

建仓

IWF ISHARES RUSSELL 1000 GROWTH ETF

+$407.5K

1,344

建仓

SCHM SCHWAB US MID-CAP ETF

+$379.0K

5,032

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$376.5K

220,849 +2%

增持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

+$350.8K

228,004 +4%

建仓

VPU VPU - VANGUARD UTILITIES ETF

+$349.1K

2,547

建仓

SCHG SCHWAB US LARGE CAP GROWTH ETF

+$343.5K

4,140

建仓

MSFT MICROSOFT

+$341.8K

909

建仓

VNQ VANGUARD REIT INDEX ETF

+$326.1K

3,691

建仓

GWW GRAINGER W W INC COM

+$306.6K

370

建仓

MCD MCDONALDS CORP COM

+$296.5K

1,000

建仓

JNJ JOHNSON & JOHNSON COM

+$291.1K

1,857

建仓

VUG VANGUARD GROWTH ETF

+$290.4K

934

建仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$277.9K

3,419

建仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$276.5K

3,574

减持

VBK VANGUARD SMALL CAP GROWTH ETF

+$254.0K

40,609 -9%

建仓

IJH ISHARES CORE S&P MID-CAP ETF

+$230.3K

831

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$220.0K

173,817 +1%

建仓

TSLA TESLA INC COM

+$210.0K

845

建仓

GOOG ALPHABET INC CAP STK CL C

+$204.2K

1,449

建仓

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

+$202.0K

1,920

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$183.2K

191,055 +2%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$181.9K

183,334 +1%

减持

VIS VIS - VANGUARD INDUSTRIALS ETF

+$180.8K

11,508 -5%

减持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

-$169.7K

181,802 -4%

增持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

+$156.4K

194,204 +2%

减持

VOT VANGUARD MID CAP GROWTH ETF

+$124.1K

97,166 -11%

减持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

+$70.9K

12,237 -0%

减持

VFH VANGUARD FINANCIALS ETF

-$48.7K

17,226 -16%

减持

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

+$44.9K

9,816 -4%

减持

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

-$15.8K

206,270 -1%