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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 124 项
建仓 24
增持 73
减持 25
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$18.1M
46,497
+1768%
建仓
AVLV
AMERICAN CENTY ETF TR
+$16.1M
278,849
减持
VTV
VANGUARD INDEX FDS
-$10.6M
229,965
-29%
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
MGK
VANGUARD WORLD FD
+$7.3M
44,275
+140%
增持
AAPL
APPLE INC
+$6.5M
263,687
+2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.3M
407,837
+73%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.2M
340,666
+9%
增持
DFAE
DIMENSIONAL ETF TRUST
+$5.7M
1,354,629
+13%
增持
IJT
ISHARES TR
+$5.0M
182,301
+12%
增持
VNQ
VANGUARD INDEX FDS
+$4.5M
240,030
+9%
增持
IWP
ISHARES TR
+$4.4M
213,809
+9%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.0M
378,901
+11%
减持
VUG
VANGUARD INDEX FDS
-$3.9M
102,497
-22%
增持
VOE
VANGUARD INDEX FDS
+$3.7M
208,155
+3%
增持
BND
VANGUARD BD INDEX FDS
+$3.3M
298,399
+12%
减持
SCZ
ISHARES TR
-$3.0M
216,512
-25%
增持
IWS
ISHARES TR
+$2.9M
33,759
+259%
减持
DWM
WISDOMTREE TR
-$2.7M
14,986
-79%
建仓
ISRG
INTUITIVE SURGICAL INC
+$2.1M
6,176
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.1M
388,917
+9%
增持
PFF
ISHARES TR
+$1.9M
371,964
+16%
增持
RWR
SPDR SER TR
+$1.9M
42,391
+64%
增持
IWN
ISHARES TR
+$1.6M
16,052
+139%
增持
IVE
ISHARES TR
+$1.6M
21,391
+52%
增持
MSFT
MICROSOFT CORP
+$1.5M
8,861
+53%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.4M
217,386
+11%
增持
GOOG
ALPHABET INC
+$1.3M
14,182
+167%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
9,142
+65%
建仓
VGT
VANGUARD WORLD FDS
+$955.0K
1,973
增持
SCHC
SCHWAB STRATEGIC TR
+$911.1K
68,685
+49%
增持
IEMG
ISHARES INC
+$880.5K
59,610
+33%
增持
EEMS
ISHARES INC
+$829.2K
36,138
+57%
增持
VOT
VANGUARD INDEX FDS
+$820.3K
8,568
+57%
建仓
ADBE
ADOBE INC
+$700.0K
1,173
增持
COST
COSTCO WHSL CORP NEW
+$693.9K
1,834
+100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$669.2K
63,887
+17%
增持
HD
HOME DEPOT INC
+$624.4K
2,698
+163%
清仓
VTEB
VANGUARD MUN BD FDS
-$601.9K
0
-100%
增持
AMZN
AMAZON COM INC
+$601.6K
11,135
+30%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$583.1K
187,811
-5%
增持
SPAB
SPDR SER TR
+$537.2K
36,046
+127%
建仓
WM
WASTE MGMT INC DEL
+$477.4K
2,666
增持
AMAT
APPLIED MATLS INC
+$471.5K
6,501
+55%
建仓
MCD
MCDONALDS CORP
+$469.3K
1,583
增持
SPY
SPDR S&P 500 ETF TR
+$440.9K
3,656
+21%
增持
JPM
JPMORGAN CHASE & CO
+$431.2K
12,913
+6%
建仓
PEP
PEPSICO INC
+$389.7K
2,294
增持
VTI
VANGUARD INDEX FDS
+$381.3K
5,675
+25%
建仓
LLY
ELI LILLY & CO
+$374.2K
642
建仓
EQIX
EQUINIX INC
+$356.8K
443
增持
BNY
BANK NEW YORK MELLON CORP
+$336.3K
35,244
+0%
建仓
DIS
DISNEY WALT CO
+$303.8K
3,365
增持
META
META PLATFORMS INC
+$303.0K
4,107
+7%
增持
EFV
ISHARES TR
+$293.0K
24,693
+22%
增持
BAC
BANK AMERICA CORP
+$284.4K
44,109
+1%
建仓
XLK
SELECT SECTOR SPDR TR
+$268.4K
1,394
增持
BA
BOEING CO
+$266.5K
1,986
+52%
建仓
QCOM
QUALCOMM INC
+$263.7K
1,823
减持
VBR
VANGUARD INDEX FDS
+$261.1K
22,003
-5%
建仓
MRK
MERCK & CO INC
+$259.3K
2,378
建仓
AVGO
BROADCOM INC
+$250.8K
225
建仓
CMCSA
COMCAST CORP NEW
+$249.0K
5,679
建仓
HON
HONEYWELL INTL INC
+$244.4K
1,166
建仓
FDX
FEDEX CORP
+$244.1K
965
清仓
BKF
ISHARES INC
-$232.1K
0
-100%
建仓
ROST
ROSS STORES INC
+$227.4K
1,643
增持
ABBV
ABBVIE INC
+$225.3K
3,012
+86%
增持
IWF
ISHARES TR
+$210.2K
2,333
+25%
建仓
C
CITIGROUP INC
+$209.5K
4,072
增持
JNJ
JOHNSON & JOHNSON
+$207.2K
3,101
+73%
建仓
ABT
ABBOTT LABS
+$207.1K
1,882
建仓
PYPL
PAYPAL HLDGS INC
+$203.9K
3,320
建仓
ORCL
ORACLE CORP
+$203.7K
1,932
建仓
SPTS
SPDR SER TR
+$203.6K
7,007
增持
NVDA
NVIDIA CORPORATION
+$186.2K
1,102
+33%
增持
WMT
WALMART INC
+$184.6K
2,840
+73%
增持
IAGG
ISHARES TR
+$162.7K
10,260
+44%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$155.2K
62,134
-10%
增持
PSK
SPDR SER TR
+$141.7K
22,140
+20%
增持
VOO
VANGUARD INDEX FDS
+$141.4K
922
+39%
增持
INTC
INTEL CORP
+$132.9K
7,265
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$132.2K
141,322
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$128.6K
19,120
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$127.1K
46,275
-3%
增持
TSLA
TESLA INC
+$120.5K
7,564
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$109.6K
1,807
+18%
减持
CTAS
CINTAS CORP
+$108.4K
1,061
-4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$103.2K
15,522
+0%
建仓
VOD
VODAFONE GROUP PLC NEW
+$100.2K
11,521
减持
EAGG
ISHARES TR
-$95.6K
7,133
-26%
增持
CSCO
CISCO SYS INC
+$92.9K
6,155
+52%
增持
ITOT
ISHARES TR
+$92.9K
7,543
+1%
减持
SHY
ISHARES TR
-$83.9K
8,341
-12%
增持
V
VISA INC
+$82.7K
1,263
+18%
增持
AGG
ISHARES TR
+$81.1K
3,223
+27%
增持
GNLX
GENELUX CORPORATION
-$76.8K
12,000
+20%
减持
IMCG
ISHARES TR
+$58.6K
8,018
-0%
减持
NULG
NUSHARES ETF TR
+$58.6K
7,666
-3%
增持
VO
VANGUARD INDEX FDS
+$58.3K
2,166
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$57.7K
18,028
+0%
增持
IVV
ISHARES TR
+$56.6K
827
+5%
增持
SPTM
SPDR SER TR
+$50.1K
6,099
+4%
减持
BGRN
ISHARES TR
-$47.2K
8,465
-15%
增持
IJH
ISHARES TR
+$46.5K
1,430
+2%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$45.1K
4,311
-22%
减持
NFLX
NETFLIX INC
+$43.8K
501
-5%
减持
GOOGL
ALPHABET INC
+$43.7K
6,219
-1%
减持
—
ASML HOLDING N V
+$38.1K
384
-10%
增持
IWO
ISHARES TR
+$37.2K
1,079
+3%
增持
CMF
ISHARES TR
+$37.1K
6,153
+6%
增持
VXUS
VANGUARD STAR FDS
+$32.7K
5,123
+4%
减持
NUMG
NUSHARES ETF TR
+$32.3K
5,704
-0%
增持
ESML
ISHARES TR
+$29.2K
6,299
+1%
增持
ESGD
ISHARES TR
+$27.1K
4,094
+0%
增持
CVX
CHEVRON CORP NEW
+$25.7K
2,705
+21%
减持
ESGE
ISHARES INC
+$22.4K
12,824
-0%
减持
NUMV
NUSHARES ETF TR
-$21.9K
8,185
-17%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$18.9K
4,153
+4%
减持
IGIB
ISHARES TR
+$17.3K
6,648
-2%
增持
—
EXXON MOBIL CORP
-$14.2K
2,523
+11%
减持
CVS
CVS HEALTH CORP
+$13.8K
2,954
-6%
减持
NULV
NUSHARES ETF TR
-$12.3K
14,407
-9%
增持
PG
PROCTER AND GAMBLE CO
+$11.4K
2,237
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.8K
4,396
-4%
