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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 48 项增持 30减持 15清仓 3

方向

标的

Δ市值

现股数(环比)

增持

IVW IVW - ISHARES S&P 500 GROWTH ETF

-$6.2M

747,180 +0%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$2.4M

601,222 +2%

增持

IBDW IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

+$2.3M

148,695 +297%

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。

IVE IVE - ISHARES S&0 500 VALUE ETF

减持

VCR VCR - VANGUARD CONSUMER DISCRETIONARY ETF

-$1.3M

16,000 -8%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

-$1.2M

40,991 +0%

增持

IBDV IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$1.1M

233,507 +27%

增持

VNQ VANGUARD REIT INDEX ETF

+$1.1M

27,812 +77%

减持

VOT VANGUARD MID CAP GROWTH ETF

-$1.0M

97,533 -1%

减持

VOX VANGUARD COMMUNICATION SERVICES ETF

-$820.4K

34,517 -10%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$819.9K

316,863 +3%

增持

VGT VGT - VANGUARD INFORMATION TECHNOLOGY ETF

-$818.2K

17,724 +6%

减持

VBR VANGUARD SMALL CAP VALUE ETF

-$758.9K

58,616 -1%

增持

IBDU IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+$671.6K

226,663 +13%

增持

IBMS IBMS - ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF

+$613.3K

97,572 +33%

增持

VDE VDE - VANGUARD ENERGY ETF

+$594.4K

36,510 +7%

增持

IVV ISHARES S&P 500 INDEX

+$552.7K

34,534 +8%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$544.9K

220,136 +9%

减持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

-$540.6K

172,743 -11%

减持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

-$499.4K

169,107 -11%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$459.6K

231,955 +8%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$421.8K

232,174 +7%

增持

VB VANGUARD SMALL CAP ETF

-$400.0K

34,503 +3%

增持

IBMR IBMR - ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF

+$364.2K

167,865 +9%

增持

VHT VHT - VANGUARD HEALTH CARE ETF

+$248.9K

14,065 +3%

清仓

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

-$246.9K

0 -100%

清仓

QQQ POWERSHARES QQQ TR

-$211.6K

0 -100%

清仓

GOOG ALPHABET INC CAP STK CL C

-$207.0K

0 -100%

减持

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

-$199.0K

135,671 -0%

减持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-$195.4K

54,567 -0%

增持

VO VANGUARD MID CAP

-$148.0K

68,414 +1%

增持

TSLA TESLA INC COM

-$121.4K

965 +5%

增持

VDC VDC - VANGUARD CONSUMER STAPLES ETF

+$120.2K

4,343 +11%

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$98.5K

236,902 +1%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$85.4K

246,667 +1%

减持

MSFT MICROSOFT

-$84.6K

1,799 -0%

减持

NVDA NVIDIA CORPORATION COM

-$82.0K

2,899 -2%

增持

VPU VPU - VANGUARD UTILITIES ETF

+$66.5K

1,593 +27%

减持

VTI VANGUARD TOTAL STK MKT

-$48.2K

2,526 -1%

增持

VFH VANGUARD FINANCIALS ETF

+$43.3K

21,940 +0%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$42.2K

239,142 +0%

减持

JNJ JOHNSON & JOHNSON COM

+$37.1K

1,752 -0%

减持

SCHM SCHWAB US MID-CAP ETF

-$18.7K

11,073 -1%

增持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$16.0K

4,264 +3%

减持

VAW VANGUARD MATERIALS ETF

-$14.7K

2,458 -4%

增持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$12.4K

4,468 +2%

减持

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

-$4.0K

8,689 -1%

增持

VIS VIS - VANGUARD INDUSTRIALS ETF

-$3.8K

9,709 +3%