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Wealth Management Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Wealth Management Partners, LLC

报告期 2026-03-31 · CIK 0001843294

持仓数

147

前50大市值合计

$286.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AVNM AMERICAN CENTY ETF TR

AVANTIS ALL INT

$29.0M

380,960

10.1%

NVDA NVIDIA CORPORATION

COM

$27.6M

158,150

9.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$21.5M

37,302

7.5%

IAU ISHARES GOLD TR

ISHARES NEW

$16.1M

182,860

5.6%

AVMC AMERICAN CENTY ETF TR

AVANTIS US MID C

$15.7M

217,157

5.5%

AAPL APPLE INC

COM

$13.0M

51,104

4.5%

IVV ISHARES TR

CORE S&P500 ETF

$12.9M

19,733

4.5%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$10.5M

148,155

3.7%

MSFT MICROSOFT CORP

COM

$8.0M

21,566

2.8%

FDN FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX

$7.5M

31,985

2.6%

AMZN AMAZON COM INC

COM

$6.4M

30,817

2.2%

TSLA TESLA INC

COM

$5.8M

15,534

2.0%

GOOG ALPHABET INC

CAP STK CL C

$5.5M

19,137

1.9%

RWL INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE

$5.2M

45,355

1.8%

ALAB ASTERA LABS INC

COM

$4.6M

42,181

1.6%

— EXXON MOBIL CORP

COM

$4.4M

26,177

1.6%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$4.2M

28,513

1.5%

ARKW ARK ETF TR

NEXT GNRTN INTER

$4.1M

34,143

1.4%

IUSV ISHARES TR

CORE S&P US VLU

$4.1M

40,127

1.4%

FAD FIRST TR EXCHANGE-TRADED ALP

COM SHS

$4.0M

24,907

1.4%

AMAT APPLIED MATLS INC

COM

$3.8M

10,983

1.3%

VRT VERTIV HOLDINGS CO

COM CL A

$3.5M

13,903

1.2%

JPM JPMORGAN CHASE & CO

COM

$3.5M

11,789

1.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.3M

5,153

1.2%

FNY FIRST TR EXCHANGE-TRADED ALP

MID CP GR ALPH

$3.3M

36,401

1.2%

AVGO BROADCOM INC

COM

$3.3M

10,562

1.1%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$3.2M

21,632

1.1%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$3.2M

9,341

1.1%

MU MICRON TECHNOLOGY INC

COM

$3.0M

8,951

1.1%

COST COSTCO WHOLESALE CORPORATION

COM

$3.0M

2,971

1.0%

CVX CHEVRON CORPORATION

COM

$2.9M

14,111

1.0%

ARTY ISHARES TR

FUTURE AI & TECH

$2.9M

61,658

1.0%

IJR ISHARES TR

CORE S&P SCP ETF

$2.7M

21,828

0.9%

— ASML HLDG NV

N Y REGISTRY SHS

$2.6M

1,935

0.9%

CRWV COREWEAVE INC

COM CL A

$2.5M

32,441

0.9%

USMV ISHARES TR

MSCI USA MIN VOL

$2.5M

26,661

0.9%

IEMG ISHARES INC

CORE MSCI EMKT

$2.2M

32,215

0.8%

CAT CATERPILLAR INC

COM

$2.1M

3,015

0.7%

JOET VIRTUS ETF TR II

VIRTUS US QLTY

$2.1M

53,201

0.7%

AMD ADVANCED MICRO DEVICES INC

COM

$2.1M

10,319

0.7%

WMT WALMART INC

COM

$2.1M

16,679

0.7%

HD HOME DEPOT INC

COM

$2.1M

6,271

0.7%

ARKQ ARK ETF TR

AUTNMUS TECHNLGY

$2.0M

17,446

0.7%

IEO ISHARES TR

US OIL GS EX ETF

$1.9M

15,530

0.7%

REMX VANECK ETF TRUST

RARE EARTH AND S

$1.9M

21,540

0.7%

ITA ISHARES TR

US AER DEF ETF

$1.8M

8,411

0.6%

GFLW VICTORY PORTFOLIOS II

VICTORYSHARES FR

$1.8M

68,466

0.6%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$1.7M

20,789

0.6%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$1.6M

14,526

0.6%

PANW PALO ALTO NETWORKS INC

COM

$1.6M

9,964

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

AVNM10.1%NVDA9.6%QQQ7.5%IAU5.6%AVMC5.5%AAPL4.5%