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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 16
增持 71
减持 57
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
PFF
ISHARES TR
-$19.2M
72,378
-89%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$19.2M
1,082,971
增持
PYLD
PIMCO ETF TR
+$17.3M
1,603,290
+76%
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。
减持
BNDX
VANGUARD CHARLOTTE FDS
-$16.7M
95,646
-78%
增持
BINC
BLACKROCK ETF TRUST II
+$14.2M
799,238
+56%
增持
TSLA
TESLA INC
+$6.8M
22,827
+143%
增持
MGK
VANGUARD WORLD FD
+$6.3M
175,886
+5%
增持
AVLV
AMERICAN CENTY ETF TR
+$5.6M
1,184,004
+6%
增持
COST
COSTCO WHSL CORP NEW
+$4.1M
6,413
+220%
增持
QQQ
INVESCO QQQ TR
+$3.5M
72,585
+5%
减持
AAPL
APPLE INC
-$3.2M
237,826
-12%
减持
BIL
SPDR SER TR
-$2.5M
28,857
-49%
增持
DFAE
DIMENSIONAL ETF TRUST
-$2.0M
1,511,576
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
-$2.0M
1,162,601
+2%
增持
IWP
ISHARES TR
+$1.7M
158,215
+1%
增持
IVV
ISHARES TR
+$1.6M
4,496
+156%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.6M
340,108
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.5M
710,035
+5%
建仓
YMAX
TIDAL TR II
+$1.4M
82,460
增持
VNQ
VANGUARD INDEX FDS
-$1.2M
302,891
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
-$1.0M
1,109,388
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
38,057
+13%
减持
VUG
VANGUARD INDEX FDS
+$968.2K
37,690
-0%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$927.2K
89,272
+77%
增持
AMZN
AMAZON COM INC
+$925.7K
17,691
+12%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$895.8K
82,550
+52%
建仓
IWB
ISHARES TR
+$790.8K
2,455
增持
AVDE
AMERICAN CENTY ETF TR
+$707.6K
63,874
+33%
减持
SCZ
ISHARES TR
-$616.9K
30,013
-17%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$606.1K
7,551
建仓
YMAG
TIDAL TR II
+$593.9K
30,850
增持
VOO
VANGUARD INDEX FDS
+$584.3K
3,167
+49%
增持
AVDV
AMERICAN CENTY ETF TR
-$558.6K
246,812
+5%
建仓
MDYV
SPDR SER TR
+$528.7K
6,592
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$513.8K
26,354
-6%
增持
SPAB
SPDR SER TR
+$504.3K
38,036
+123%
清仓
QCJL
FIRST TR EXCHNG TRADED FD VI
-$460.6K
0
-100%
清仓
—
LAM RESEARCH CORP
-$443.1K
0
-100%
建仓
GOVT
ISHARES TR
+$441.7K
19,222
减持
DFAX
DIMENSIONAL ETF TRUST
-$427.2K
13,334
-53%
建仓
URI
UNITED RENTALS INC
+$410.7K
583
建仓
SPTS
SPDR SER TR
+$382.1K
13,170
增持
JPM
JPMORGAN CHASE & CO.
+$377.2K
12,887
+0%
建仓
SCHM
SCHWAB STRATEGIC TR
+$360.5K
13,011
建仓
SPYG
SPDR SER TR
+$347.2K
3,950
减持
PSK
SPDR SER TR
-$334.2K
6,177
-59%
增持
VOE
VANGUARD INDEX FDS
-$330.6K
167,208
+2%
减持
RWR
SPDR SER TR
-$322.7K
40,730
-0%
增持
GOOGL
ALPHABET INC
+$310.1K
8,558
+8%
建仓
SCHG
SCHWAB STRATEGIC TR
+$306.0K
10,981
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$296.4K
7,558
+31%
增持
DFAW
DIMENSIONAL ETF TRUST
+$275.2K
11,482
+65%
增持
IJT
ISHARES TR
+$273.3K
231,691
+4%
减持
GOOG
ALPHABET INC
+$272.8K
12,008
-0%
增持
IJH
ISHARES TR
+$272.0K
11,788
+59%
减持
KBH
KB HOME
-$249.6K
12,361
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$249.5K
35,534
-2%
增持
VBK
VANGUARD INDEX FDS
+$248.5K
8,984
+6%
增持
CMF
ISHARES TR
+$247.8K
9,004
+95%
减持
SCHC
SCHWAB STRATEGIC TR
-$234.1K
33,422
-7%
建仓
PGR
PROGRESSIVE CORP
+$233.8K
976
增持
PYPL
PAYPAL HLDGS INC
+$232.1K
6,081
+65%
清仓
QGRW
WISDOMTREE TR
-$229.9K
0
-100%
建仓
FNDA
SCHWAB STRATEGIC TR
+$225.9K
7,607
减持
AMAT
APPLIED MATLS INC
-$225.9K
5,453
-1%
清仓
AGG
ISHARES TR
-$222.1K
0
-100%
减持
IVE
ISHARES TR
-$219.2K
22,337
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$216.0K
3,306
-12%
减持
EFV
ISHARES TR
-$211.5K
23,584
-6%
清仓
UNH
UNITEDHEALTH GROUP INC
-$207.0K
0
-100%
清仓
EIX
EDISON INTL
-$206.8K
0
-100%
建仓
IJR
ISHARES TR
+$203.5K
1,766
增持
ISRG
INTUITIVE SURGICAL INC
+$179.9K
5,703
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$176.7K
35,504
+0%
增持
ASIA
MATTHEWS INTL FDS
+$171.2K
17,387
+73%
增持
AVGO
BROADCOM INC
+$170.6K
2,843
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$163.2K
80,374
+0%
增持
IWN
ISHARES TR
+$142.9K
15,645
+8%
增持
MSFT
MICROSOFT CORP
+$130.9K
10,778
+5%
减持
VO
VANGUARD INDEX FDS
-$126.4K
1,772
-21%
减持
VBR
VANGUARD INDEX FDS
-$122.5K
17,802
-2%
减持
ADBE
ADOBE INC
-$119.0K
1,146
-6%
减持
BAC
BANK AMERICA CORP
+$116.6K
42,884
-4%
减持
EEMS
ISHARES INC
-$109.8K
16,067
-2%
增持
IHDG
WISDOMTREE TR
+$106.9K
745,480
+5%
增持
DIS
DISNEY WALT CO
+$105.2K
3,671
+16%
增持
VGT
VANGUARD WORLD FD
+$105.2K
2,234
+2%
减持
NULV
NUSHARES ETF TR
-$102.1K
18,119
-7%
增持
VDE
VANGUARD WORLD FD
+$101.2K
2,508
+51%
增持
VTEB
VANGUARD MUN BD FDS
+$97.3K
9,668
+28%
增持
BA
BOEING CO
+$90.1K
2,184
+12%
减持
CTAS
CINTAS CORP
-$89.5K
3,337
-2%
建仓
—
UDEMY INC
+$84.7K
10,291
减持
INTC
INTEL CORP
-$82.4K
10,474
-16%
增持
V
VISA INC
+$80.8K
1,468
+5%
减持
WMT
WALMART INC
+$80.0K
8,598
-0%
减持
ITOT
ISHARES TR
-$78.7K
6,079
-11%
减持
DWM
WISDOMTREE TR
-$78.7K
13,970
-1%
减持
QCOM
QUALCOMM INC
-$75.9K
3,370
-3%
减持
PEP
PEPSICO INC
-$74.9K
2,236
-8%
减持
ESGD
ISHARES TR
-$71.7K
6,516
-3%
减持
ESGE
ISHARES INC
-$71.4K
14,693
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$68.7K
687
-0%
减持
—
ASML HOLDING N V
-$64.1K
386
-3%
减持
XLF
SELECT SECTOR SPDR TR
+$58.1K
19,923
-0%
增持
BANX
ARROWMARK FINANCIAL CORP
+$57.2K
18,862
+15%
减持
JNJ
JOHNSON & JOHNSON
-$53.8K
2,824
-1%
减持
ABBV
ABBVIE INC
-$52.7K
2,362
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$52.4K
828
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$50.1K
480
+6%
增持
—
EXXON MOBIL CORP
+$48.3K
3,699
+24%
减持
MRK
MERCK & CO INC
-$45.4K
2,702
-2%
增持
HD
HOME DEPOT INC
-$41.1K
3,115
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$39.3K
57,278
+12%
减持
CMCSA
COMCAST CORP NEW
-$37.8K
6,772
-3%
增持
IWO
ISHARES TR
+$35.8K
1,045
+12%
增持
VXUS
VANGUARD STAR FDS
-$34.6K
5,993
+0%
减持
MCD
MCDONALDS CORP
-$34.5K
1,636
-2%
增持
IEMG
ISHARES INC
-$32.3K
64,106
+9%
减持
NUMV
NUSHARES ETF TR
-$30.5K
9,525
-3%
减持
QUAL
ISHARES TR
-$28.1K
1,309
-10%
减持
VOT
VANGUARD INDEX FDS
+$27.1K
7,140
-3%
增持
LLY
ELI LILLY & CO
+$26.9K
883
+19%
增持
HON
HONEYWELL INTL INC
+$26.8K
1,233
+1%
减持
NULG
NUSHARES ETF TR
-$24.5K
9,015
-7%
增持
VTV
VANGUARD INDEX FDS
-$23.7K
93,388
+3%
减持
META
META PLATFORMS INC
-$22.9K
4,201
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$21.2K
1,644
+3%
增持
EAGG
ISHARES TR
+$21.2K
12,442
+9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$21.0K
791
+4%
减持
VTI
VANGUARD INDEX FDS
+$19.5K
6,565
-1%
增持
IWS
ISHARES TR
-$18.7K
31,530
+2%
减持
EQIX
EQUINIX INC
+$18.5K
448
-2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$18.2K
1,853
+0%
增持
PG
PROCTER AND GAMBLE CO
+$17.0K
2,766
+7%
减持
NUMG
NUSHARES ETF TR
-$16.8K
5,905
-11%
增持
CELH
CELSIUS HLDGS INC
-$15.8K
9,522
+12%
增持
BGRN
ISHARES TR
+$15.1K
13,106
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.2K
1,925
+3%
增持
DFUV
DIMENSIONAL ETF TRUST
-$13.6K
17,655
+0%
减持
NFLX
NETFLIX INC
+$12.9K
519
-18%
减持
ESML
ISHARES TR
-$10.9K
5,503
-5%
增持
SCHX
SCHWAB STRATEGIC TR
-$10.8K
11,613
+181%
减持
ABT
ABBOTT LABS
-$10.4K
1,815
-4%
增持
ORCL
ORACLE CORP
+$8.5K
2,600
+4%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$8.2K
766
-6%
减持
SPMD
SPDR SER TR
-$7.3K
8,675
-2%
增持
JAAA
JANUS DETROIT STR TR
+$7.2K
8,095
+2%
减持
SPTM
SPDR SER TR
+$5.9K
5,240
-0%
减持
FDX
FEDEX CORP
+$5.8K
904
-0%
