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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 63 项建仓 27增持 18减持 15清仓 3

方向

标的

Δ市值

现股数(环比)

减持

IVW IVW - ISHARES S&P 500 GROWTH ETF

+$3.8M

744,601 -1%

清仓

— ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF

-$3.5M

0 -100%

清仓

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

-$2.7M

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。

IBMS IBMS - ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$1.6M

588,456 +4%

建仓

VNQ VANGUARD REIT INDEX ETF

+$1.4M

15,756

增持

IVV ISHARES S&P 500 INDEX

+$1.1M

32,024 +4%

增持

IVE IVE - ISHARES S&0 500 VALUE ETF

-$1.0M

338,495 +2%

建仓

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

+$1.0M

8,809

减持

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

-$834.2K

135,870 -0%

建仓

VDC VDC - VANGUARD CONSUMER STAPLES ETF

+$830.1K

3,927

增持

IBMR IBMR - ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF

+$824.5K

153,688 +30%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$797.8K

307,024 +3%

减持

VOT VANGUARD MID CAP GROWTH ETF

+$780.7K

98,114 -1%

建仓

IBDW IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

+$762.6K

37,475

建仓

MSFT MICROSOFT

+$760.0K

1,803

建仓

VTI VANGUARD TOTAL STK MKT

+$742.5K

2,562

建仓

AMZN AMAZON COM INC COM

+$730.1K

3,328

建仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$563.8K

2,879

减持

VOX VANGUARD COMMUNICATION SERVICES ETF

-$551.3K

38,348 -14%

建仓

IWF ISHARES RUSSELL 1000 GROWTH ETF

+$532.9K

1,327

减持

VBK VANGUARD SMALL CAP GROWTH ETF

+$507.7K

40,976 -0%

建仓

VAW VANGUARD MATERIALS ETF

+$478.8K

2,549

减持

VHT VHT - VANGUARD HEALTH CARE ETF

-$406.8K

13,696 -0%

建仓

NVDA NVIDIA CORPORATION COM

+$396.2K

2,950

建仓

VUG VANGUARD GROWTH ETF

+$383.4K

934

建仓

TSLA TESLA INC COM

+$371.5K

920

建仓

— ACCENTURE PLC IRELAND SHS CLASS A

+$348.6K

991

建仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$340.3K

4,362

建仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$332.6K

4,144

减持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

-$309.0K

189,717 -6%

建仓

SCHM SCHWAB US MID-CAP ETF

+$308.8K

11,145

建仓

SCHG SCHWAB US LARGE CAP GROWTH ETF

+$296.6K

10,644

建仓

MCD MCDONALDS CORP COM

+$285.3K

984

增持

IBDV IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$276.0K

184,036 +12%

建仓

IJH ISHARES CORE S&P MID-CAP ETF

+$258.9K

4,155

建仓

MGK VANGUARD MEGA CAP GROWTH ETF

+$257.6K

750

减持

VCR VCR - VANGUARD CONSUMER DISCRETIONARY ETF

-$249.6K

17,346 -13%

建仓

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

+$246.9K

1,920

减持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

-$227.3K

193,932 -4%

增持

VFH VANGUARD FINANCIALS ETF

+$223.1K

21,833 +2%

建仓

QQQ POWERSHARES QQQ TR

+$211.6K

414

增持

VDE VDE - VANGUARD ENERGY ETF

+$208.5K

34,138 +6%

建仓

GOOG ALPHABET INC CAP STK CL C

+$207.0K

1,087

建仓

VPU VPU - VANGUARD UTILITIES ETF

+$205.6K

1,258

减持

VIS VIS - VANGUARD INDUSTRIALS ETF

-$204.8K

9,463 -6%

建仓

CBNK CAPITAL BANCORP INC MD COM

+$204.7K

7,184

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$161.7K

214,903 +5%

减持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

-$159.7K

244,645 -1%

减持

VO VANGUARD MID CAP

-$150.4K

67,547 -1%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$130.9K

201,436 +5%

增持

IBDU IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+$119.5K

200,486 +6%

减持

VGT VGT - VANGUARD INFORMATION TECHNOLOGY ETF

+$117.9K

16,776 -5%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$116.5K

216,002 +3%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$100.6K

238,511 +4%

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$94.2K

54,690 +1%

减持

VB VANGUARD SMALL CAP ETF

-$83.3K

33,507 -2%

减持

AAPL APPLE INC

-$81.6K

17,303 -9%

增持

VBR VANGUARD SMALL CAP VALUE ETF

-$76.3K

58,929 +1%

增持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

+$20.7K

36,711 +200%

增持

JNJ JOHNSON & JOHNSON COM

-$20.4K

1,753 +0%

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$12.1K

233,962 +1%

清仓

— PROSPECT CAP CORP 6.375 03/01/2025

-$10.0K

0 -100%