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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 71
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
KRMN
KARMAN HLDGS INC
+$205.7M
2,569,446
建仓
AVEM
AMERICAN CENTY ETF TR
+$48.4M
600,510
减持
DFAE
DIMENSIONAL ETF TRUST
-$43.6M
415,746
-77%
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。
建仓
AVMV
AMERICAN CENTY ETF TR
+$23.6M
318,355
增持
AVLV
AMERICAN CENTY ETF TR
+$22.2M
1,970,576
+9%
减持
VOE
VANGUARD INDEX FDS
-$20.7M
38,542
-75%
增持
FBND
FIDELITY MERRIMACK STR TR
+$6.3M
1,505,536
+11%
增持
BINC
BLACKROCK ETF TRUST II
+$6.2M
1,194,330
+13%
增持
PYLD
PIMCO ETF TR
+$5.8M
2,368,640
+12%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.6M
969,208
+11%
增持
MGK
VANGUARD WORLD FD
-$5.1M
233,737
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.2M
1,259,446
+1%
增持
VNQ
VANGUARD INDEX FDS
+$3.9M
442,545
+11%
增持
GOOG
ALPHABET INC
+$3.8M
24,773
+136%
增持
AAPL
APPLE INC
-$3.5M
282,160
+2%
增持
IHDG
WISDOMTREE TR
+$3.3M
938,291
+9%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.0M
260,049
+3%
增持
IJT
ISHARES TR
+$2.1M
178,532
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.1M
1,514,417
+11%
增持
MSFT
MICROSOFT CORP
-$1.6M
15,590
+2%
增持
QQQ
INVESCO QQQ TR
-$1.3M
104,439
+4%
增持
IWP
ISHARES TR
+$1.1M
146,291
+14%
建仓
CDE
COEUR MNG INC
+$1.1M
56,501
减持
AVDV
AMERICAN CENTY ETF TR
+$1.0M
262,493
-2%
增持
SGOV
ISHARES TR
+$1.0M
11,963
+499%
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$994.6K
23,386
建仓
QCJA
FIRST TR EXCHNG TRADED FD VI
+$987.5K
45,845
增持
TSLA
TESLA INC
-$981.7K
13,454
+1%
增持
MU
MICRON TECHNOLOGY INC
+$919.5K
5,998
+55%
增持
EQIX
EQUINIX INC
+$807.4K
1,191
+153%
增持
VUG
VANGUARD INDEX FDS
-$783.5K
40,439
+7%
增持
WMT
WALMART INC
+$710.9K
17,059
+35%
减持
COST
COSTCO WHOLESALE CORPORATION
+$701.9K
10,039
-7%
减持
ISRG
INTUITIVE SURGICAL INC
-$693.6K
5,658
-3%
增持
CVX
CHEVRON CORPORATION
+$637.8K
5,147
+84%
减持
UPST
UPSTART HLDGS INC
-$555.7K
30,105
-1%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$452.3K
7,000
增持
META
META PLATFORMS INC
-$435.8K
5,626
+2%
清仓
PYPL
PAYPAL HLDGS INC
-$407.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$397.0K
4,295
+24%
增持
AMAT
APPLIED MATLS INC
+$386.4K
3,841
+7%
建仓
SNDK
SANDISK CORP
+$386.3K
608
增持
AMZN
AMAZON COM INC
-$380.1K
24,679
+3%
增持
CAT
CATERPILLAR INC
+$362.5K
935
+79%
减持
BAC
BANK AMERICA CORP
-$350.9K
43,987
-3%
增持
—
EXXON MOBIL CORP
+$344.1K
6,263
+5%
建仓
GEV
GE VERNOVA INC
+$322.0K
369
建仓
NEE
NEXTERA ENERGY INC
+$318.3K
3,428
建仓
SCHF
SCHWAB STRATEGIC TR
+$317.1K
12,811
增持
NOC
NORTHROP GRUMMAN CORP
+$315.0K
1,000
+55%
减持
IWN
ISHARES TR
-$313.7K
10,658
-17%
清仓
WLDN
WILLDAN GROUP INC
-$309.0K
0
-100%
建仓
FE
FIRSTENERGY CORP
+$306.9K
6,059
建仓
AMGN
AMGEN INC
+$304.1K
864
建仓
HON
HONEYWELL INTL INC
+$292.3K
1,294
增持
—
ASML HLDG NV
+$286.0K
509
+41%
增持
GLD
SPDR GOLD TR
+$268.3K
1,795
+41%
建仓
AXP
AMERICAN EXPRESS CO
+$263.7K
872
建仓
CIEN
CIENA CORP
+$261.3K
673
增持
JPM
JPMORGAN CHASE & CO
-$258.9K
12,097
+2%
建仓
DE
DEERE & CO
+$255.2K
453
减持
BNDX
VANGUARD CHARLOTTE FDS
-$252.8K
31,278
-14%
清仓
—
ACCENTURE PLC IRELAND
-$252.2K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$248.3K
5,002
-9%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$241.5K
4,811
增持
JNJ
JOHNSON & JOHNSON
+$239.8K
4,608
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$237.9K
55,561
+8%
建仓
SCHD
SCHWAB STRATEGIC TR
+$232.3K
7,573
减持
VTV
VANGUARD INDEX FDS
+$232.0K
93,601
-1%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$227.2K
580
建仓
NOW
SERVICENOW INC
+$224.3K
2,145
减持
ADBE
ADOBE INC
-$224.0K
1,162
-20%
建仓
FIX
COMFORT SYS USA INC
+$223.8K
162
建仓
SLV
ISHARES SILVER TR
+$223.0K
3,273
增持
WDC
WESTERN DIGITAL CORP
+$222.4K
2,170
+3%
建仓
FNDA
SCHWAB STRATEGIC TR
+$221.6K
6,833
清仓
WFC
WELLS FARGO CO NEW
-$221.2K
0
-100%
减持
QCOM
QUALCOMM INC
-$215.5K
3,391
-11%
建仓
PFE
PFIZER INC
+$215.0K
7,658
减持
XLE
SELECT SECTOR SPDR TR
+$214.1K
20,622
-12%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$212.3K
1,224
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$210.5K
111,369
-6%
建仓
IXUS
ISHARES TR
+$208.8K
2,410
增持
PSX
PHILLIPS 66
+$208.8K
2,365
+37%
清仓
MMM
3M CO
-$205.6K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$205.4K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$204.2K
0
-100%
清仓
TSII
REX ETF TR
-$203.2K
0
-100%
清仓
CRM
SALESFORCE INC
-$201.6K
0
-100%
建仓
IVW
ISHARES TR
+$200.8K
1,775
清仓
EMR
EMERSON ELEC CO
-$200.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$197.9K
4,189
+16%
减持
IVE
ISHARES TR
-$195.9K
28,099
-3%
减持
IWF
ISHARES TR
-$180.0K
3,339
-1%
清仓
PCG
PG&E CORP
-$179.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$174.4K
3,350
+17%
减持
ORCL
ORACLE CORP
-$170.4K
3,291
-2%
增持
KBH
KB HOME
+$165.1K
16,665
+35%
减持
LRCX
LAM RESEARCH CORP
+$162.9K
3,858
-0%
减持
VGT
VANGUARD WORLD FD
-$160.0K
2,047
-3%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$155.5K
9,492
-0%
减持
MA
MASTERCARD INCORPORATED
-$148.1K
604
-23%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$146.8K
88,297
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$131.5K
3,816
-2%
增持
LLY
ELI LILLY & CO
-$129.4K
1,324
+6%
减持
MAZE
MAZE THERAPEUTICS INC
-$127.8K
9,639
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$124.8K
4,566
-39%
增持
IVV
ISHARES TR
-$124.6K
4,145
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$123.8K
1,068
+37%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$123.2K
12,994
+11%
减持
DFAW
DIMENSIONAL ETF TRUST
-$121.5K
9,705
-14%
增持
LMT
LOCKHEED MARTIN CORP
+$120.3K
949
+1%
增持
GOOGL
ALPHABET INC
+$117.7K
12,103
+13%
增持
BIL
SPDR SERIES TRUST
+$117.6K
14,825
+9%
减持
NULV
NUSHARES ETF TR
-$116.2K
33,510
-8%
减持
RWR
SPDR SERIES TRUST
-$111.9K
28,280
-6%
增持
INTC
INTEL CORP
+$111.4K
13,781
+2%
减持
V
VISA INC
-$111.2K
2,187
-1%
减持
VBK
VANGUARD INDEX FDS
-$108.4K
10,612
-3%
减持
CELH
CELSIUS HLDGS INC
-$105.4K
9,065
-3%
增持
AVGO
BROADCOM INC
+$102.2K
6,009
+18%
减持
SPAB
SPDR SERIES TRUST
-$101.4K
27,264
-12%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$100.0K
40,720
-6%
增持
GE
GE AEROSPACE
+$97.9K
1,260
+49%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$97.2K
17,655
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$97.2K
772
+22%
减持
UNH
UNITEDHEALTH GROUP INC
-$93.3K
1,528
-0%
增持
MCD
MCDONALDS CORP
+$87.2K
2,203
+13%
增持
CSCO
CISCO SYS INC
+$83.8K
7,522
+16%
增持
NFLX
NETFLIX INC.
+$83.2K
7,422
+10%
增持
XLF
SELECT SECTOR SPDR TR
-$82.7K
15,872
+0%
增持
T
AT&T INC
+$82.0K
10,553
+17%
增持
GBIL
GOLDMAN SACHS ETF TR
+$79.9K
4,221
+23%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$79.6K
34,827
+1%
增持
NULG
NUSHARES ETF TR
-$78.7K
18,184
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
-$78.6K
24,118
+0%
减持
CTAS
CINTAS CORP
-$77.7K
2,266
-8%
增持
SCHX
SCHWAB STRATEGIC TR
+$77.5K
15,463
+30%
增持
BNY
BANK NEW YORK MELLON CORP
+$76.8K
28,814
+0%
增持
ROST
ROSS STORES INC
+$76.6K
1,972
+1%
增持
NVDA
NVIDIA CORPORATION
-$75.7K
60,852
+6%
减持
BANX
ARROWMARK FINANCIAL CORP
-$74.9K
16,179
-8%
增持
MRK
MERCK & CO INC
+$73.5K
4,426
+1%
增持
KO
COCA COLA CO
+$71.2K
5,998
+9%
减持
PG
PROCTER & GAMBLE CO
-$70.1K
2,894
-15%
增持
EAGG
ISHARES TR
+$69.5K
21,896
+8%
减持
URI
UNITED RENTALS INC
-$68.9K
542
-5%
增持
HD
HOME DEPOT INC
-$68.2K
4,669
+0%
减持
PFF
ISHARES TR
-$68.1K
33,726
-4%
增持
SCHC
SCHWAB STRATEGIC TR
+$67.7K
29,295
+2%
