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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 68 项建仓 12增持 32减持 22清仓 2

方向

标的

Δ市值

现股数(环比)

清仓

— ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF

-$4.1M

0 -100%

清仓

— ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

-$3.7M

0 -100%

增持

MGV VANGUARD MEGA CAP VALUE ETF

+$3.0M

349,302 +4%

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。

VDE VDE - VANGUARD ENERGY ETF

增持

VPU VPU - VANGUARD UTILITIES ETF

+$2.5M

15,095 +991%

建仓

IBDX IBDX-ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

+$2.2M

86,366

增持

MGK VANGUARD MEGA CAP GROWTH ETF

+$2.1M

159,348 +1%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$1.8M

603,148 +1%

建仓

SPY SPDR S&P 500 ETF

+$1.4M

2,102

建仓

IBMT ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF

+$1.2M

47,639

建仓

IWB ISHARES RUSSELL 1000 ETF

+$1.2M

3,285

增持

IBMS ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF

+$1.1M

165,540 +34%

增持

VOT VANGUARD MID CAP GROWTH ETF

-$998.2K

83,096 +1%

增持

IBDW IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

+$865.7K

269,037 +18%

增持

IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF

+$748.4K

205,521 +17%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$634.1K

267,346 +11%

减持

IVW IVW - ISHARES S&P 500 GROWTH ETF

+$620.2K

317,746 -0%

增持

AAPL APPLE INC

+$596.1K

18,281 +6%

增持

IBDU IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+$583.1K

270,419 +10%

增持

NVDA NVIDIA CORPORATION COM

+$579.8K

5,944 +110%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$532.3K

254,734 +9%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$517.3K

266,742 +9%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$494.9K

260,139 +8%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

+$460.0K

50,244 +2%

减持

VO VANGUARD MID CAP

-$455.1K

57,865 -1%

增持

IBDV IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$453.9K

277,002 +8%

建仓

IWR ISHARES TR RUSSELL MIDCAP INDEX FD

+$433.2K

4,500

减持

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF

-$413.5K

17,575 -24%

增持

GOOG ALPHABET INC CAP STK CL C

+$409.8K

2,010 +122%

减持

VGT VGT - VANGUARD INFORMATION TECHNOLOGY ETF

-$397.0K

21,004 -3%

减持

IVE IVE - ISHARES S&0 500 VALUE ETF

+$371.7K

129,472 -1%

建仓

IWM ISHARES RUSSELL 2000 ETF

+$369.7K

1,502

建仓

EFA ISHARES MSCI EAFE ETF

+$355.3K

3,700

增持

VNQ VANGUARD REIT INDEX ETF

+$322.4K

36,286 +15%

减持

VHT VHT - VANGUARD HEALTH CARE ETF

+$321.4K

13,806 -2%

建仓

IWD ISHARES RUSSELL 1000 VALUE ETF

+$299.8K

1,425

增持

AMZN AMAZON COM INC COM

+$289.1K

4,478 +32%

增持

VBR VANGUARD SMALL CAP VALUE ETF

+$276.8K

57,105 +1%

减持

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

+$270.0K

104,448 -0%

建仓

EEM ISHARES MSCI EMERGING MARKETS ETF

+$269.2K

4,920

减持

VOX VANGUARD COMMUNICATION SERVICES ETF

+$247.9K

43,527 -0%

增持

MSFT MICROSOFT

+$239.1K

2,087 +40%

建仓

AVGO BROADCOM INC COM

+$226.0K

653

建仓

LLY ELI LILLY & CO COM

+$220.3K

205

建仓

META META PLATFORMS INC CL A

+$211.9K

321

增持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

+$181.3K

241,578 +3%

增持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

+$152.1K

249,114 +3%

减持

IVV ISHARES S&P 500 INDEX

-$150.2K

4,806 -7%

减持

MGC VANGUARD MEGA CAP CORE ETF

+$141.3K

90,533 -2%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$108.6K

331,671 +0%

增持

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$103.0K

49,603 +0%

减持

VCR VCR - VANGUARD CONSUMER DISCRETIONARY ETF

-$100.8K

8,946 -2%

减持

VB VANGUARD SMALL CAP ETF

+$40.7K

41,792 -1%

增持

JNJ JOHNSON & JOHNSON COM

+$39.9K

1,765 +1%

减持

VFH VANGUARD FINANCIALS ETF

+$36.5K

22,403 -0%

减持

VDC VDC - VANGUARD CONSUMER STAPLES ETF

-$28.2K

4,196 -2%

减持

VTI VANGUARD TOTAL STK MKT

+$16.6K

2,478 -0%

增持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$15.9K

5,342 +4%

增持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$15.2K

5,101 +4%

减持

MCD MCDONALDS CORP COM

-$14.7K

984 -5%

减持

TELO TELOMIR PHARMACEUTICALS INC COM

-$14.5K

10,000 -50%

增持

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

+$13.6K

10,635 +0%

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$12.6K

4,437 -5%

增持

TSLA TESLA INC COM

+$7.5K

971 +1%

减持

VAW VANGUARD MATERIALS ETF

+$6.1K

2,338 -0%

减持

VIS VIS - VANGUARD INDUSTRIALS ETF

+$5.4K

9,661 -1%

增持

SCHV SCHV SCHWAB US LARGE CAP VALUE ETF

+$4.9K

7,743 +0%

减持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

-$1.5K

35,374 -2%