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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 69 项建仓 5增持 37减持 25清仓 2

方向

标的

Δ市值

现股数(环比)

增持

MGV VANGUARD MEGA CAP VALUE ETF

+$5.7M

368,740 +6%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$3.3M

604,120 +0%

增持

IBMT ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF

+$2.1M

130,036

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

IBDX IBDX-ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

+$1.8M

158,990 +84%

增持

VTI VANGUARD TOTAL STK MKT

+$1.7M

7,719 +212%

减持

IVW IVW - ISHARES S&P 500 GROWTH ETF

-$1.7M

314,676 -1%

增持

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

+$1.4M

105,024 +1%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$1.2M

337,677 +2%

增持

IBMS ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF

+$1.2M

214,238 +29%

增持

MGK VANGUARD MEGA CAP GROWTH ETF

-$1.1M

168,397 +6%

增持

VOX VANGUARD COMMUNICATION SERVICES ETF

-$1.1M

44,257 +2%

增持

VBK VANGUARD SMALL CAP GROWTH ETF

+$1.1M

51,387 +2%

增持

IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF

+$1.1M

248,807 +21%

增持

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF

+$921.5K

303,912 +14%

增持

VBR VANGUARD SMALL CAP VALUE ETF

+$799.5K

57,215 +0%

增持

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

+$742.8K

289,168 +11%

减持

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

-$704.8K

220,392 -12%

增持

VB VANGUARD SMALL CAP ETF

+$703.3K

42,049 +1%

减持

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

-$690.7K

214,612 -11%

增持

VO VANGUARD MID CAP

+$647.3K

58,438 +1%

增持

VPU VPU - VANGUARD UTILITIES ETF

+$535.3K

16,470 +9%

建仓

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF

+$524.9K

6,462

增持

IBDW IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

+$519.1K

296,244 +10%

减持

MSFT MICROSOFT

-$416.0K

1,585 -24%

增持

IBDU IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+$413.6K

290,013 +7%

增持

IBDV IBDV - ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+$399.5K

297,532 +7%

增持

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+$387.3K

271,817 +7%

增持

VOT VANGUARD MID CAP GROWTH ETF

-$365.7K

84,223 +1%

增持

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+$365.6K

283,263 +6%

减持

VCR VCR - VANGUARD CONSUMER DISCRETIONARY ETF

-$332.0K

8,704 -3%

减持

IVE IVE - ISHARES S&0 500 VALUE ETF

+$306.8K

128,382 -1%

增持

VNQ VANGUARD REIT INDEX ETF

+$284.0K

37,941 +5%

建仓

EPD ENTERPRISE PRODS PARTNERS L P COM

+$271.4K

7,136

减持

VIS VIS - VANGUARD INDUSTRIALS ETF

+$260.6K

9,534 -1%

减持

VFH VANGUARD FINANCIALS ETF

-$241.0K

21,904 -2%

建仓

NOC NORTHROP GRUMMAN CORP COM

+$234.4K

341

增持

EME EMCOR GROUP INC COM

+$223.0K

588 +49%

清仓

LLY ELI LILLY & CO COM

-$220.3K

0 -100%

清仓

META META PLATFORMS INC CL A

-$211.9K

0 -100%

减持

VHT VHT - VANGUARD HEALTH CARE ETF

-$211.1K

13,526 -2%

建仓

VTV VANGUARD VALUE ETF

+$211.1K

1,045

减持

VDE VDE - VANGUARD ENERGY ETF

+$206.8K

6,631 -6%

建仓

NYF ISHARES NEW YORK MUNI BOND ETF

+$205.3K

3,846

减持

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

-$193.5K

47,424 -4%

增持

AAPL APPLE INC

-$146.0K

18,632 +2%

增持

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

+$115.1K

10,679 +0%

减持

TSLA TESLA INC COM

-$104.8K

967 -0%

增持

MGC VANGUARD MEGA CAP CORE ETF

+$79.5K

92,902 +3%

减持

VDC VDC - VANGUARD CONSUMER STAPLES ETF

+$67.4K

4,189 -0%

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$66.5K

4,536 -15%

减持

VAW VANGUARD MATERIALS ETF

+$62.4K

2,334 -0%

减持

JNJ JOHNSON & JOHNSON COM

+$58.7K

1,757 -0%

减持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-$55.3K

4,479 -12%

减持

IVV ISHARES S&P 500 INDEX

-$54.4K

4,768 -1%

增持

AMZN AMAZON COM INC COM

+$49.0K

4,893 +9%

增持

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF

+$47.9K

18,196 +4%

减持

SCHG SCHG SCHWAB US LARGE CAP GROWTH ETF

-$36.9K

15,094 -1%

增持

VGT VGT - VANGUARD INFORMATION TECHNOLOGY ETF

+$29.8K

21,462 +2%

增持

QQQ POWERSHARES QQQ TR

+$17.8K

449 +8%

增持

NVDA NVIDIA CORPORATION COM

-$15.2K

6,005 +1%

增持

TELO TELOMIR PHARMACEUTICALS INC COM

+$13.3K

20,000 +100%

减持

SCHM SCHWAB US MID-CAP ETF

-$12.9K

10,281 -11%

减持

SCHV SCHV SCHWAB US LARGE CAP VALUE ETF

-$11.8K

6,901 -11%

增持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

-$8.2K

35,413 +0%

减持

IWM ISHARES RUSSELL 2000 ETF

-$7.7K

1,390 -7%

增持

SPY SPDR S&P 500 ETF

-$5.0K

2,113 +1%

减持

GOOG ALPHABET INC CAP STK CL C

-$3.5K

1,993 -1%

减持

AVGO BROADCOM INC COM

+$1.9K

650 -0%

减持

IJH ISHARES CORE S&P MID-CAP ETF

+$844

4,164 -6%