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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 62
减持 67
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AVLV
AMERICAN CENTY ETF TR
+$17.1M
1,627,076
+13%
增持
MGK
VANGUARD WORLD FD
+$16.5M
214,506
+7%
增持
QQQ
INVESCO QQQ TR
+$12.3M
97,407
+10%
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
AAPL
APPLE INC
-$5.2M
270,215
-1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$4.8M
1,684,331
-1%
增持
BINC
BLACKROCK ETF TRUST II
+$3.9M
911,609
+8%
减持
DFIV
DIMENSIONAL ETF TRUST
+$3.0M
1,173,390
-2%
增持
IHDG
WISDOMTREE TR
+$2.7M
743,594
+5%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
45,369
+11%
减持
VUG
VANGUARD INDEX FDS
+$2.5M
39,932
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.4M
1,191,508
+4%
增持
PYLD
PIMCO ETF TR
+$2.2M
1,813,567
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.8M
751,514
+4%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.8M
126,419
+60%
增持
MSFT
MICROSOFT CORP
+$1.8M
12,210
+6%
减持
AVDV
AMERICAN CENTY ETF TR
+$1.6M
259,646
-5%
减持
XLE
SELECT SECTOR SPDR TR
-$1.5M
13,422
-53%
增持
VNQ
VANGUARD INDEX FDS
+$1.4M
338,312
+7%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.3M
1,198,926
+5%
减持
IWP
ISHARES TR
+$1.3M
119,818
-8%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
236,422
+2%
减持
IJT
ISHARES TR
+$1.2M
154,244
-1%
增持
META
META PLATFORMS INC
+$992.4K
4,757
+9%
减持
BIL
SPDR SERIES TRUST
-$758.7K
17,015
-33%
增持
IVE
ISHARES TR
+$704.9K
29,326
+11%
增持
AMZN
AMAZON COM INC
+$693.2K
18,483
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$614.3K
13,358
+1%
减持
VBR
VANGUARD INDEX FDS
-$598.3K
20,573
-17%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$505.4K
9,847
+10%
增持
AVGO
BROADCOM INC
+$499.2K
3,788
+16%
增持
NULG
NUSHARES ETF TR
+$467.0K
15,491
+23%
减持
RWR
SPDR SERIES TRUST
-$465.8K
32,117
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$460.7K
51,237
+12%
清仓
ASIA
MATTHEWS INTL FDS
-$446.5K
0
-100%
减持
TSLA
TESLA INC
+$390.2K
11,836
-9%
增持
NFLX
NETFLIX INC
+$382.7K
737
+14%
增持
IWF
ISHARES TR
+$381.7K
3,577
+14%
减持
UNH
UNITEDHEALTH GROUP INC
-$367.6K
1,219
-15%
减持
AVDE
AMERICAN CENTY ETF TR
+$350.1K
49,829
-1%
增持
NULV
NUSHARES ETF TR
+$338.4K
30,075
+32%
清仓
XLK
SELECT SECTOR SPDR TR
-$318.7K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$300.3K
5,775
+1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$297.7K
20,239
-3%
增持
VGT
VANGUARD WORLD FD
+$291.6K
2,147
+3%
增持
BAC
BANK AMERICA CORP
+$289.3K
44,322
+2%
增持
MUB
ISHARES TR
+$283.3K
5,717
+92%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$280.1K
13,726
+57%
减持
IEMG
ISHARES INC
+$274.9K
55,736
-2%
增持
AMAT
APPLIED MATLS INC
+$269.6K
5,804
+6%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$263.5K
855
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$263.3K
3,158
+32%
建仓
MSTR
MICROSTRATEGY INC
+$257.1K
636
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$251.1K
35,143
+1%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$249.7K
847
建仓
—
TRANE TECHNOLOGIES PLC
+$249.3K
570
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$248.8K
565
建仓
AMD
ADVANCED MICRO DEVICES INC
+$246.4K
1,737
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$240.9K
9,832
+4%
建仓
GLD
SPDR GOLD TR
+$239.6K
786
增持
ORCL
ORACLE CORP
+$235.7K
2,774
+5%
建仓
C
CITIGROUP INC
+$230.1K
2,703
减持
COST
COSTCO WHSL CORP NEW
+$227.8K
5,743
-0%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$227.6K
2,273
建仓
PH
PARKER-HANNIFIN CORP
+$223.8K
320
建仓
IUSV
ISHARES TR
+$223.7K
2,364
清仓
COP
CONOCOPHILLIPS
-$220.0K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$219.3K
1,609
建仓
IUSG
ISHARES TR
+$216.4K
1,439
减持
GOOG
ALPHABET INC
+$216.3K
11,836
-2%
建仓
—
ROYAL CARIBBEAN GROUP
+$213.2K
681
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$210.7K
3,443
建仓
NUMG
NUSHARES ETF TR
+$209.7K
4,328
清仓
FNDA
SCHWAB STRATEGIC TR
-$208.7K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$206.1K
3,147
+2%
建仓
SGOV
ISHARES TR
+$200.2K
1,988
减持
SCZ
ISHARES TR
+$197.1K
22,909
-1%
增持
ESGD
ISHARES TR
+$193.3K
11,743
+12%
增持
BGRN
ISHARES TR
+$183.7K
15,399
+32%
减持
BNY
BANK NEW YORK MELLON CORP
+$183.4K
34,735
-2%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$180.5K
82,750
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$170.4K
3,498
-2%
减持
CMF
ISHARES TR
-$169.2K
5,947
-33%
减持
VOT
VANGUARD INDEX FDS
-$164.0K
6,248
-21%
增持
EAGG
ISHARES TR
+$160.0K
14,438
+30%
减持
MDYV
SPDR SERIES TRUST
-$140.6K
4,644
-30%
减持
IWS
ISHARES TR
-$135.9K
28,494
-8%
减持
PFF
ISHARES TR
-$132.5K
37,389
-10%
增持
WMT
WALMART INC
+$132.2K
9,960
+4%
增持
V
VISA INC
+$130.7K
1,969
+21%
减持
IVV
ISHARES TR
+$127.8K
4,126
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$116.1K
557
+9%
减持
NOC
NORTHROP GRUMMAN CORP
-$115.8K
644
-25%
减持
PG
PROCTER AND GAMBLE CO
-$112.0K
2,641
-16%
减持
—
EXXON MOBIL CORP
-$110.3K
4,039
-12%
增持
DFAW
DIMENSIONAL ETF TRUST
+$95.5K
11,837
+4%
减持
VTI
VANGUARD INDEX FDS
+$88.6K
6,046
-5%
减持
CVX
CHEVRON CORP NEW
-$85.6K
2,086
-9%
减持
PEP
PEPSICO INC
-$82.3K
4,265
-1%
减持
BA
BOEING CO
+$80.5K
2,200
-1%
增持
MA
MASTERCARD INCORPORATED
+$79.0K
599
+27%
减持
SPYG
SPDR SERIES TRUST
-$71.3K
2,583
-35%
减持
IJH
ISHARES TR
-$71.2K
9,443
-16%
增持
ITOT
ISHARES TR
+$70.5K
4,942
+1%
减持
URI
UNITED RENTALS INC
+$70.3K
565
-0%
增持
DWM
WISDOMTREE TR
+$69.6K
11,642
+1%
减持
IWB
ISHARES TR
+$69.5K
2,427
-1%
减持
IMCG
ISHARES TR
+$68.7K
7,981
-0%
增持
NUSC
NUSHARES ETF TR
+$67.6K
8,952
+16%
增持
PYPL
PAYPAL HLDGS INC
+$67.3K
6,295
+3%
增持
HD
HOME DEPOT INC
+$65.8K
3,382
+6%
减持
DIS
DISNEY WALT CO
+$65.8K
3,562
-6%
减持
KBH
KB HOME
-$65.1K
12,363
-0%
减持
SPAB
SPDR SERIES TRUST
-$61.6K
32,455
-7%
减持
MCD
MCDONALDS CORP
-$61.4K
1,770
-4%
增持
ABBV
ABBVIE INC
-$56.3K
2,649
+1%
减持
CELH
CELSIUS HLDGS INC
+$55.7K
8,519
-11%
减持
EEMS
ISHARES INC
-$54.4K
12,120
-20%
增持
QGRW
WISDOMTREE TR
+$51.3K
5,484
+2%
减持
MRK
MERCK & CO INC
-$50.6K
2,785
-8%
增持
QCOM
QUALCOMM INC
+$48.7K
3,680
+5%
减持
SCHE
SCHWAB STRATEGIC TR
+$48.3K
20,149
-1%
减持
—
ASML HOLDING N V
+$40.7K
403
-5%
减持
QCJL
FIRST TR EXCHNG TRADED FD VI
+$40.2K
23,677
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$39.9K
18,188
-9%
减持
HON
HONEYWELL INTL INC
-$39.8K
1,112
-21%
减持
CSCO
CISCO SYS INC
+$38.0K
5,567
-1%
增持
NUMV
NUSHARES ETF TR
+$36.3K
7,269
+10%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$34.7K
48,583
-12%
增持
SCHX
SCHWAB STRATEGIC TR
+$34.4K
11,912
+2%
减持
GOOGL
ALPHABET INC
+$33.4K
8,875
-10%
减持
ESGE
ISHARES INC
+$32.8K
11,423
-4%
增持
LLY
ELI LILLY & CO
-$32.6K
984
+2%
减持
CMCSA
COMCAST CORP NEW
-$32.3K
7,214
-8%
减持
VTEB
VANGUARD MUN BD FDS
-$32.2K
6,218
-8%
减持
FDX
FEDEX CORP
-$31.1K
1,149
-4%
增持
GNLX
GENELUX CORPORATION
+$30.7K
22,000
+83%
减持
BND
VANGUARD BD INDEX FDS
-$28.3K
6,640
-6%
减持
VBK
VANGUARD INDEX FDS
-$26.7K
11,380
-10%
增持
LMT
LOCKHEED MARTIN CORP
+$26.6K
723
+5%
减持
SCHG
SCHWAB STRATEGIC TR
+$26.6K
9,530
-5%
增持
KO
COCA COLA CO
+$26.5K
4,517
+10%
减持
PGR
PROGRESSIVE CORP
-$26.1K
1,074
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$25.1K
13,078
+0%
减持
VO
VANGUARD INDEX FDS
+$25.0K
1,286
-1%
减持
LRCX
LAM RESEARCH CORP
+$20.5K
4,389
-22%
增持
IWD
ISHARES TR
+$20.4K
1,166
+6%
减持
EFV
ISHARES TR
-$20.0K
21,213
-9%
增持
JNJ
JOHNSON & JOHNSON
-$19.8K
3,502
+5%
减持
ADBE
ADOBE INC
-$19.3K
1,212
-5%
减持
SCHC
SCHWAB STRATEGIC TR
+$18.6K
28,593
-14%
