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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 65 项建仓 25增持 26减持 13清仓 1

方向

标的

Δ市值

现股数(环比)

增持

MGK VANGUARD MEGA CAP GROWTH ETF

+$7.9M

158,140 +4%

增持

MGV VANGUARD MEGA CAP VALUE ETF

+$4.8M

336,216 +6%

建仓

VCR VCR - VANGUARD CONSUMER DISCRETIONARY ETF

+$3.6M

9,150

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。

建仓

IVV ISHARES S&P 500 INDEX

+$3.4M

5,143

建仓

VIS VIS - VANGUARD INDUSTRIALS ETF

+$2.9M

9,711

减持

IVW IVW - ISHARES S&P 500 GROWTH ETF

+$2.8M

319,294 -2%

增持

MGC VANGUARD MEGA CAP CORE ETF

+$2.8M

92,581 +5%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$2.0M

599,403 +1%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$1.9M

331,106 +2%

减持

VGT VGT - VANGUARD INFORMATION TECHNOLOGY ETF

+$1.7M

21,737 -1%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

+$1.3M

49,456 +2%

增持

VO VANGUARD MID CAP

+$1.0M

58,721 +1%

减持

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

+$1.0M

104,571 -0%

增持

VB VANGUARD SMALL CAP ETF

+$933.0K

42,235 +2%

建仓

VDC VDC - VANGUARD CONSUMER STAPLES ETF

+$914.5K

4,279

增持

VBR VANGUARD SMALL CAP VALUE ETF

+$865.4K

56,621 +1%

增持

VOX VANGUARD COMMUNICATION SERVICES ETF

+$863.4K

43,574 +2%

增持

VOT VANGUARD MID CAP GROWTH ETF

+$857.0K

82,350 +0%

增持

AAPL APPLE INC

+$855.7K

17,177 +0%

建仓

VTI VANGUARD TOTAL STK MKT

+$814.2K

2,481

建仓

MSFT MICROSOFT

+$770.2K

1,487

清仓

GBCI GLACIER BANCORP INC NEW COM

-$747.5K

0 -100%

建仓

AMZN AMAZON COM INC COM

+$744.6K

3,391

建仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$621.3K

2,879

建仓

IWF ISHARES RUSSELL 1000 GROWTH ETF

+$601.9K

1,285

建仓

NVDA NVIDIA CORPORATION COM

+$528.8K

2,834

建仓

VAW VANGUARD MATERIALS ETF

+$479.2K

2,339

建仓

VUG VANGUARD GROWTH ETF

+$448.0K

934

建仓

TSLA TESLA INC COM

+$429.2K

965

建仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$412.0K

4,898

建仓

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$410.0K

5,130

增持

IBDW IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

+$373.0K

227,351 +7%

减持

IVE IVE - ISHARES S&0 500 VALUE ETF

+$340.3K

131,158 -4%

建仓

JNJ JOHNSON & JOHNSON COM

+$325.5K

1,755

建仓

MCD MCDONALDS CORP COM

+$315.4K

1,038

建仓

IJH ISHARES CORE S&P MID-CAP ETF

+$305.5K

4,681

增持

IBMS IBMS - ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF

+$304.9K

123,175 +9%

增持

VDE VDE - VANGUARD ENERGY ETF

+$270.4K

29,575 +2%

建仓

VPU VPU - VANGUARD UTILITIES ETF

+$262.0K

1,383

增持

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF

+$261.5K

23,000 +18%

建仓

EME EMCOR GROUP INC COM

+$255.9K

394

建仓

QQQ POWERSHARES QQQ TR

+$248.6K

414

建仓

CBNK CAPITAL BANCORP INC MD COM

+$229.2K

7,184

建仓

SCHV SCHV SCHWAB US LARGE CAP VALUE ETF

+$224.4K

7,709

增持

IBDV IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$223.1K

255,510 +3%

建仓

GOOG ALPHABET INC CAP STK CL C

+$220.9K

907

增持

IBDU IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+$220.9K

244,826 +3%

增持

IBMR IBMR - ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF

-$208.8K

175,401 +1%

减持

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

-$181.8K

147,564 -5%

增持

VHT VHT - VANGUARD HEALTH CARE ETF

+$179.2K

14,032 +0%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$176.1K

233,228 +3%

增持

VNQ VANGUARD REIT INDEX ETF

+$170.4K

31,597 +4%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$161.2K

245,243 +2%

增持

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

+$138.2K

10,598 +4%

增持

VFH VANGUARD FINANCIALS ETF

+$128.1K

22,509 +1%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$109.1K

242,139 +2%

减持

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

-$99.0K

152,406 -2%

减持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-$88.5K

49,464 -9%

减持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

-$86.7K

239,846 -2%

减持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

-$65.1K

234,296 -1%

减持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$47.5K

241,939 -0%

减持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

+$47.2K

36,196 -2%

减持

SCHG SCHG SCHWAB US LARGE CAP GROWTH ETF

+$40.9K

15,176 -0%

建仓

TELO TELOMIR PHARMACEUTICALS INC COM

+$27.8K

20,000

减持

SCHM SCHWAB US MID-CAP ETF

+$16.1K

11,525 -1%