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Falcon Wealth Planning 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Falcon Wealth Planning

报告期 2026-03-31 · CIK 0001839850

持仓数

236

前50大市值合计

$1.35B

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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 80 项建仓 9增持 37减持 33清仓 1

方向

标的

Δ市值

现股数(环比)

增持

VEU VANGUARD INTL EQUITY INDEX F

+$2.0M

337,607 +30%

增持

AGG ISHARES TR

+$1.8M

21,154 +710%

增持

VUG VANGUARD INDEX FDS

+$1.4M

108,525 +11%

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

VTV VANGUARD INDEX FDS

+$1.4M

241,453 +12%

减持

IEMG ISHARES INC

-$1.4M

9,140 -74%

增持

IWP ISHARES TR

+$1.2M

145,759 +13%

减持

VEA VANGUARD TAX-MANAGED FDS

-$1.2M

24,032 -53%

增持

SCZ ISHARES TR

+$1.1M

209,886 +26%

增持

VBR VANGUARD INDEX FDS

+$1.1M

122,709 +11%

减持

SCHC SCHWAB STRATEGIC TR

-$952.0K

26,873 -51%

增持

VOE VANGUARD INDEX FDS

+$805.0K

141,610 +12%

清仓

CELH CELSIUS HLDGS INC

-$770.0K

0 -100%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$770.0K

547,975 +19%

增持

IJT ISHARES TR

+$767.0K

114,182 +11%

减持

RWR SPDR SER TR

-$751.0K

4,846 -60%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$731.0K

94,099 +18%

减持

MGK VANGUARD WORLD FD

-$696.0K

11,295 -23%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$623.0K

142,012 +17%

增持

BNDX VANGUARD CHARLOTTE FDS

+$598.0K

190,887 +11%

减持

IVE ISHARES TR

-$576.0K

14,528 -18%

减持

SHY ISHARES TR

-$559.0K

17,002 -27%

增持

BND VANGUARD BD INDEX FDS

+$550.0K

121,496 +13%

增持

SPY SPDR S&P 500 ETF TR

+$532.0K

2,886 +118%

减持

IWS ISHARES TR

-$502.0K

8,201 -35%

增持

AAPL APPLE INC

+$479.0K

254,216 +0%

减持

EEMS ISHARES INC

-$473.0K

8,147 -54%

建仓

VCIT VANGUARD SCOTTSDALE FDS

+$456.0K

6,024

建仓

IWF ISHARES TR

+$447.0K

2,124

建仓

IWO ISHARES TR

+$381.0K

1,845

减持

EFV ISHARES TR

-$370.0K

10,663 -41%

减持

IWN ISHARES TR

-$352.0K

8,307 -21%

减持

VOT VANGUARD INDEX FDS

-$338.0K

3,702 -33%

减持

JPIB J P MORGAN EXCHANGE TRADED F

-$327.0K

9,273 -44%

建仓

TIP ISHARES TR

+$310.0K

2,956

建仓

ENVX ENOVIX CORPORATION

+$295.0K

16,100

增持

DWM WISDOMTREE TR

+$294.0K

164,529 +18%

建仓

BSV VANGUARD BD INDEX FDS

+$287.0K

3,831

减持

VBK VANGUARD INDEX FDS

-$284.0K

4,780 -23%

增持

VNQ VANGUARD INDEX FDS

+$263.0K

151,948 +16%

减持

BNY BANK NEW YORK MELLON CORP

-$262.0K

34,108 -10%

建仓

— BLUE APRON HLDGS INC

+$238.0K

41,200

减持

IAGG ISHARES TR

-$236.0K

10,499 -30%

减持

SPAB SPDR SER TR

-$231.0K

13,820 -37%

减持

PSK SPDR SER TR

-$228.0K

11,926 -34%

增持

TSLA TESLA INC

+$227.0K

4,043 +222%

减持

XLE SELECT SECTOR SPDR TR

-$145.0K

103,502 -3%

建仓

— CARNIVAL CORP

+$140.0K

19,960

减持

JPM JPMORGAN CHASE & CO

-$138.0K

12,177 -3%

减持

SCHE SCHWAB STRATEGIC TR

-$132.0K

27,015 -7%

增持

BLDP BALLARD PWR SYS INC NEW

+$125.0K

35,103 +145%

减持

EWX SPDR INDEX SHS FDS

-$121.0K

5,032 -30%

增持

AMZN AMAZON COM INC

+$118.0K

7,542 +9%

减持

IGIB ISHARES TR

-$108.0K

7,969 -17%

增持

PYPL PAYPAL HLDGS INC

+$66.0K

3,389 +5%

增持

PFF ISHARES TR

+$66.0K

278,716 +5%

减持

SPTM SPDR SER TR

-$52.0K

5,010 -15%

增持

GOOG ALPHABET INC

-$51.0K

3,908 +1904%

减持

SPTS SPDR SER TR

-$48.0K

7,181 -17%

减持

VTI VANGUARD INDEX FDS

-$46.0K

1,771 -8%

减持

BKF ISHARES INC

-$39.0K

6,961 -1%

增持

COST COSTCO WHSL CORP NEW

+$35.0K

966 +10%

增持

PG PROCTER AND GAMBLE CO

-$33.0K

2,098 +1%

增持

MSFT MICROSOFT CORP

-$32.0K

4,287 +7%

建仓

— OFFERPAD SOLUTIONS INC

+$26.0K

21,900

减持

SPMD SPDR SER TR

-$23.0K

11,588 -2%

减持

ITOT ISHARES TR

-$22.0K

4,343 -1%

减持

SLYG SPDR SER TR

-$21.0K

4,786 -3%

减持

CMF ISHARES TR

-$20.0K

7,528 -1%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$20.0K

4,604 -0%

增持

GOOGL ALPHABET INC

-$16.0K

5,984 +2116%

减持

IJH ISHARES TR

-$11.0K

1,381 -0%

增持

XLF SELECT SECTOR SPDR TR

+$8.0K

18,140 +5%

增持

LEG LEGGETT & PLATT INC

-$8.0K

6,605 +1%

增持

CVX CHEVRON CORP NEW

+$7.0K

1,973 +3%

增持

HD HOME DEPOT INC

+$6.0K

1,016 +2%

增持

META META PLATFORMS INC

+$5.0K

2,687 +20%

增持

DFAT DIMENSIONAL ETF TRUST

+$4.0K

15,509 +4%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$4.0K

1,265 +1%

增持

BAC BK OF AMERICA CORP

+$2.0K

40,258 +3%

增持

JNJ JOHNSON & JOHNSON

-$1.0K

1,752 +8%