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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 83
减持 48
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AVLV
AMERICAN CENTY ETF TR
+$15.2M
1,745,815
+7%
增持
AAPL
APPLE INC
+$14.3M
273,929
+1%
增持
MGK
VANGUARD WORLD FD
+$9.4M
218,498
+2%
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
DFIV
DIMENSIONAL ETF TRUST
+$6.5M
1,231,501
+5%
增持
QQQ
INVESCO QQQ TR
+$6.2M
99,823
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.2M
1,742,113
+3%
增持
PYLD
PIMCO ETF TR
+$4.5M
1,961,612
+8%
增持
IHDG
WISDOMTREE TR
+$4.5M
824,619
+11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.3M
1,270,873
+7%
增持
BINC
BLACKROCK ETF TRUST II
+$4.1M
981,235
+8%
增持
VNQ
VANGUARD INDEX FDS
+$4.0M
372,913
+10%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.8M
815,781
+9%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.2M
267,181
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.9M
245,195
+4%
增持
VOE
VANGUARD INDEX FDS
+$2.9M
151,713
+6%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
52,334
+15%
增持
IJT
ISHARES TR
+$2.5M
162,705
+5%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.9M
1,275,937
+6%
增持
TSLA
TESLA INC
+$1.8M
12,440
+5%
建仓
UPST
UPSTART HLDGS INC
+$1.6M
31,361
增持
VTI
VANGUARD INDEX FDS
+$1.3M
9,495
+57%
减持
VUG
VANGUARD INDEX FDS
+$1.1M
38,756
-3%
增持
IWP
ISHARES TR
+$1.0M
123,899
+3%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$951.6K
20,379
增持
QCJL
FIRST TR EXCHNG TRADED FD VI
+$927.7K
62,579
+164%
增持
GOOGL
ALPHABET INC
+$806.2K
9,751
+10%
增持
GOOG
ALPHABET INC
+$794.1K
11,881
+0%
增持
MSFT
MICROSOFT CORP
+$740.0K
13,154
+8%
增持
HD
HOME DEPOT INC
+$671.7K
4,718
+40%
增持
BNY
BANK NEW YORK MELLON CORP
+$621.9K
34,752
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$576.0K
5,729
-1%
建仓
PNC
PNC FINL SVCS GROUP INC
+$574.5K
2,859
减持
AMZN
AMAZON COM INC
-$545.3K
15,984
-14%
建仓
MU
MICRON TECHNOLOGY INC
+$540.8K
3,232
增持
JPM
JPMORGAN CHASE & CO.
+$444.7K
13,687
+2%
建仓
UBER
UBER TECHNOLOGIES INC
+$393.1K
4,012
增持
MUB
ISHARES TR
+$376.8K
9,147
+60%
增持
VXUS
VANGUARD STAR FDS
+$359.1K
10,140
+82%
增持
NULV
NUSHARES ETF TR
+$355.7K
36,879
+23%
建仓
QQQI
NEOS ETF TRUST
+$352.4K
6,501
增持
AVGO
BROADCOM INC
+$323.6K
4,146
+9%
增持
NULG
NUSHARES ETF TR
+$309.5K
17,746
+15%
建仓
WLDN
WILLDAN GROUP INC
+$305.3K
3,157
增持
ESGD
ISHARES TR
+$290.5K
14,392
+23%
增持
VOO
VANGUARD INDEX FDS
+$282.1K
3,380
+7%
增持
EAGG
ISHARES TR
+$275.6K
20,029
+39%
增持
BGRN
ISHARES TR
+$274.7K
20,961
+36%
减持
IVE
ISHARES TR
+$274.0K
29,078
-1%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$262.3K
5,816
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$248.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$247.7K
3,616
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$234.9K
51,109
-0%
减持
BIL
SPDR SERIES TRUST
-$229.1K
14,515
-15%
建仓
SCHB
SCHWAB STRATEGIC TR
+$228.9K
8,902
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$218.1K
2,398
+49%
建仓
EWX
SPDR INDEX SHS FDS
+$215.0K
3,195
建仓
WDC
WESTERN DIGITAL CORP
+$211.8K
1,764
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$210.7K
0
-100%
增持
IVV
ISHARES TR
+$209.6K
4,141
+0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$208.6K
747
建仓
IJR
ISHARES TR
+$207.5K
1,747
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$206.3K
17,278
+26%
建仓
SPDW
SPDR INDEX SHS FDS
+$205.3K
4,799
建仓
RTX
RTX CORPORATION
+$201.0K
1,201
建仓
MS
MORGAN STANLEY
+$200.8K
1,263
增持
ORCL
ORACLE CORP
+$193.1K
2,843
+2%
增持
AMAT
APPLIED MATLS INC
+$184.2K
6,089
+5%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$173.0K
10,992
+12%
减持
IEMG
ISHARES INC
+$171.0K
53,350
-4%
增持
META
META PLATFORMS INC
+$157.9K
4,996
+5%
增持
ABBV
ABBVIE INC
+$154.6K
2,792
+5%
增持
JNJ
JOHNSON & JOHNSON
+$149.5K
3,692
+5%
减持
SPTS
SPDR SERIES TRUST
-$142.6K
13,588
-26%
增持
INTC
INTEL CORP
+$141.1K
10,556
+11%
减持
IWN
ISHARES TR
+$140.9K
13,199
-5%
减持
SCZ
ISHARES TR
-$139.8K
19,881
-13%
增持
SCHG
SCHWAB STRATEGIC TR
+$137.8K
13,043
+37%
建仓
PNBK
PATRIOT NATL BANCORP INC
+$136.5K
105,000
减持
BAC
BANK AMERICA CORP
+$132.0K
43,213
-3%
增持
NUSC
NUSHARES ETF TR
+$131.6K
11,255
+26%
减持
AVDE
AMERICAN CENTY ETF TR
-$130.6K
45,086
-10%
减持
VBK
VANGUARD INDEX FDS
+$129.2K
11,023
-3%
减持
VOT
VANGUARD INDEX FDS
-$127.1K
5,616
-10%
增持
ESGE
ISHARES INC
+$125.7K
13,201
+16%
减持
VTV
VANGUARD INDEX FDS
+$124.3K
96,046
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$122.6K
34,817
-1%
增持
—
EXXON MOBIL CORP
+$121.3K
4,937
+22%
减持
EFV
ISHARES TR
-$117.5K
18,121
-15%
增持
URI
UNITED RENTALS INC
+$115.6K
567
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$112.1K
9,503
-3%
减持
VGT
VANGUARD WORLD FD
+$109.4K
2,053
-4%
增持
COST
COSTCO WHSL CORP NEW
+$108.3K
6,259
+9%
减持
XLF
SELECT SECTOR SPDR TR
-$107.8K
15,680
-14%
增持
CVX
CHEVRON CORP NEW
+$106.2K
2,607
+25%
增持
GLD
SPDR GOLD TR
+$105.1K
970
+23%
减持
LRCX
LAM RESEARCH CORP
+$96.1K
3,908
-11%
减持
CTAS
CINTAS CORP
-$92.5K
2,646
-7%
减持
VBR
VANGUARD INDEX FDS
+$91.8K
19,662
-4%
减持
IWF
ISHARES TR
+$91.7K
3,438
-4%
增持
NUMV
NUSHARES ETF TR
+$87.8K
9,042
+24%
增持
BND
VANGUARD BD INDEX FDS
+$85.0K
7,716
+16%
增持
PEP
PEPSICO INC
+$84.6K
4,612
+8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$83.7K
8,572
+12%
增持
WMT
WALMART INC
+$82.7K
10,252
+3%
减持
SCHC
SCHWAB STRATEGIC TR
+$81.8K
28,556
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$80.6K
44,877
-8%
减持
IWS
ISHARES TR
+$80.6K
27,535
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$80.3K
1,334
+9%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$79.0K
121,553
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$76.5K
654
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.2K
3,193
+1%
增持
IWB
ISHARES TR
+$69.8K
2,446
+1%
增持
NFLX
NETFLIX INC
-$63.8K
770
+4%
减持
RWR
SPDR SERIES TRUST
+$60.4K
31,486
-2%
增持
LLY
ELI LILLY & CO
+$59.3K
1,083
+10%
增持
PFF
ISHARES TR
+$59.0K
38,143
+2%
减持
HON
HONEYWELL INTL INC
-$56.2K
963
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$54.9K
564
+1%
减持
CELH
CELSIUS HLDGS INC
+$54.8K
7,828
-8%
减持
DFAW
DIMENSIONAL ETF TRUST
+$52.9K
11,787
-0%
增持
ROST
ROSS STORES INC
+$51.2K
1,766
+3%
增持
IJH
ISHARES TR
+$49.5K
9,733
+3%
增持
—
ROYAL CARIBBEAN GROUP
+$49.5K
812
+19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$48.1K
1,821
+5%
增持
MRK
MERCK & CO INC
+$46.6K
3,182
+14%
减持
DIS
DISNEY WALT CO
-$46.5K
3,452
-3%
增持
NUMG
NUSHARES ETF TR
+$45.7K
5,246
+21%
增持
PYPL
PAYPAL HLDGS INC
-$45.5K
6,298
+0%
增持
MCD
MCDONALDS CORP
+$41.4K
1,838
+4%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$41.1K
867
+1%
减持
KO
COCA COLA CO
-$39.7K
4,220
-7%
减持
WM
WASTE MGMT INC DEL
-$36.0K
2,822
-2%
减持
V
VISA INC
-$33.3K
1,950
-1%
减持
PGR
PROGRESSIVE CORP
-$32.5K
1,029
-4%
减持
—
ASML HOLDING N V
+$32.3K
367
-9%
减持
CMF
ISHARES TR
-$31.7K
5,255
-12%
减持
CMCSA
COMCAST CORP NEW
-$30.9K
7,211
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$30.2K
5,485
-12%
增持
FDX
FEDEX CORP
+$29.5K
1,232
+7%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$27.9K
18,885
-7%
减持
DE
DEERE & CO
-$24.6K
450
-1%
减持
C
CITIGROUP INC
+$23.9K
2,503
-7%
减持
SPYG
SPDR SERIES TRUST
+$22.6K
2,572
-0%
减持
SLYG
SPDR SERIES TRUST
+$22.1K
4,029
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$22.1K
13,120
+0%
减持
SPMD
SPDR SERIES TRUST
+$22.0K
8,022
-0%
增持
MSTR
STRATEGY INC
-$21.6K
731
+15%
增持
PH
PARKER-HANNIFIN CORP
+$21.4K
323
+1%
减持
DWM
WISDOMTREE TR
+$21.0K
11,491
-1%
增持
QUAL
ISHARES TR
+$20.7K
1,337
+2%
