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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 57 项建仓 1增持 24减持 9清仓 23

方向

标的

Δ市值

现股数(环比)

增持

IVW IVW - ISHARES S&P 500 GROWTH ETF

+$10.2M

749,205 +6%

增持

IVE IVE - ISHARES S&0 500 VALUE ETF

+$7.5M

320,259 +6%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$2.1M

551,624

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

VOT VANGUARD MID CAP GROWTH ETF

+$2.0M

98,865 +2%

增持

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

+$1.8M

134,818 +2%

增持

IVV ISHARES S&P 500 INDEX

+$1.6M

29,317 +1%

增持

VGT VGT - VANGUARD INFORMATION TECHNOLOGY ETF

+$1.6M

18,740 +10%

减持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

-$1.4M

126,186 -31%

增持

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

+$1.2M

90,533 +115%

清仓

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

-$1.1M

0 -100%

减持

VO VANGUARD MID CAP

+$1.1M

69,657 -1%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$932.8K

293,496 +6%

增持

IBDV IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$930.0K

124,935 +55%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

+$926.2K

41,210 +1%

增持

VBR VANGUARD SMALL CAP VALUE ETF

+$876.7K

59,240 +2%

增持

VDE VDE - VANGUARD ENERGY ETF

+$872.5K

29,337 +15%

增持

IBDU IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+$848.1K

173,825 +29%

清仓

VDC VDC - VANGUARD CONSUMER STAPLES ETF

-$771.3K

0 -100%

增持

VOX VANGUARD COMMUNICATION SERVICES ETF

+$645.5K

45,543 +1%

增持

VFH VANGUARD FINANCIALS ETF

+$638.8K

21,761 +26%

清仓

VTI VANGUARD TOTAL STK MKT

-$622.2K

0 -100%

增持

VCR VCR - VANGUARD CONSUMER DISCRETIONARY ETF

+$565.0K

20,013 +5%

减持

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

-$545.2K

185,101 -10%

清仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

-$490.6K

0 -100%

清仓

VAW VANGUARD MATERIALS ETF

-$486.8K

0 -100%

清仓

AMZN AMAZON COM INC COM

-$475.4K

0 -100%

减持

VB VANGUARD SMALL CAP ETF

+$440.1K

34,728 -1%

减持

AAPL APPLE INC

-$408.3K

19,297 -0%

清仓

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$407.5K

0 -100%

清仓

SCHM SCHWAB US MID-CAP ETF

-$379.0K

0 -100%

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$353.2K

252,380 +7%

清仓

VPU VPU - VANGUARD UTILITIES ETF

-$349.1K

0 -100%

清仓

SCHG SCHWAB US LARGE CAP GROWTH ETF

-$343.5K

0 -100%

清仓

MSFT MICROSOFT

-$341.8K

0 -100%

清仓

VNQ VANGUARD REIT INDEX ETF

-$326.1K

0 -100%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$326.0K

253,991 +6%

清仓

GWW GRAINGER W W INC COM

-$306.6K

0 -100%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$303.5K

235,656 +7%

清仓

MCD MCDONALDS CORP COM

-$296.5K

0 -100%

减持

VHT VHT - VANGUARD HEALTH CARE ETF

+$292.1K

14,825 -0%

清仓

JNJ JOHNSON & JOHNSON COM

-$291.1K

0 -100%

清仓

VUG VANGUARD GROWTH ETF

-$290.4K

0 -100%

增持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

+$278.6K

239,267 +5%

清仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-$277.9K

0 -100%

清仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$276.5K

0 -100%

减持

VIS VIS - VANGUARD INDUSTRIALS ETF

+$245.9K

11,397 -1%

清仓

IJH ISHARES CORE S&P MID-CAP ETF

-$230.3K

0 -100%

清仓

TSLA TESLA INC COM

-$210.0K

0 -100%

清仓

GOOG ALPHABET INC CAP STK CL C

-$204.2K

0 -100%

清仓

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

-$202.0K

0 -100%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$175.8K

191,720 +5%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$148.1K

197,666 +3%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$121.4K

179,983 +4%

清仓

— MYMD PHARMACEUTICALS INC COM

-$51.7K

0 -100%

建仓

MIRA MIRA PHARMACEUTICALS INC COM

+$30.3K

27,500

减持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$16.6K

63,790 -9%

减持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

-$12.5K

193,308 -0%