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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
$286.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 105 项
建仓 8
增持 30
减持 56
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
IEMG
ISHARES INC
-$2.5M
0
-100%
清仓
PICK
ISHARES INC
-$2.5M
0
-100%
增持
IVV
ISHARES TR
+$1.3M
17,244
+21%
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。
清仓
EEMA
ISHARES INC
-$877.0K
0
-100%
建仓
PTBD
PACER FDS TR
+$779.0K
28,727
清仓
GXDW
GLOBAL X FDS
-$710.0K
0
-100%
清仓
—
VIACOMCBS INC
-$611.0K
0
-100%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$570.0K
160,127
-6%
清仓
RNG
RINGCENTRAL INC
-$508.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$506.0K
9,156
-52%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$417.0K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$406.0K
23,814
-3%
增持
TSLA
TESLA INC
+$359.0K
3,130
+3%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$334.0K
5,595
减持
USMV
ISHARES TR
-$327.0K
62,424
-7%
清仓
COIN
COINBASE GLOBAL INC
-$285.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$282.0K
690
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$281.0K
24,815
-14%
减持
ARKK
ARK ETF TR
-$268.0K
6,962
-12%
清仓
IYH
ISHARES TR
-$232.0K
0
-100%
清仓
MMM
3M CO
-$219.0K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$216.0K
534
清仓
BKNG
BOOKING HOLDINGS INC
-$206.0K
0
-100%
增持
CRM
SALESFORCE COM INC
+$204.0K
5,985
+3%
增持
SNOW
SNOWFLAKE INC
+$203.0K
1,742
+30%
建仓
AZO
AUTOZONE INC
+$202.0K
119
建仓
LOW
LOWES COS INC
+$202.0K
994
建仓
PEP
PEPSICO INC
+$201.0K
1,338
减持
IYM
ISHARES TR
-$197.0K
3,121
-31%
增持
ARKW
ARK ETF TR
-$164.0K
12,972
+2%
减持
LUV
SOUTHWEST AIRLS CO
-$158.0K
9,717
-22%
减持
MSFT
MICROSOFT CORP
+$152.0K
21,886
-1%
增持
IAU
ISHARES GOLD TR
+$142.0K
181,616
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$138.0K
39,812
+6%
减持
DOCU
DOCUSIGN INC
-$132.0K
3,130
-7%
减持
QQQ
INVESCO QQQ TR
-$131.0K
20,863
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$128.0K
4,936
-0%
减持
IJR
ISHARES TR
-$127.0K
29,947
-0%
减持
AAPL
APPLE INC
+$122.0K
61,611
-2%
减持
DSI
ISHARES TR
-$121.0K
16,162
-9%
增持
IUSV
ISHARES TR
+$121.0K
35,491
+7%
建仓
AEYE
AUDIOEYE INC
+$115.0K
10,396
增持
VTV
VANGUARD INDEX FDS
+$109.0K
7,776
+13%
增持
PYPL
PAYPAL HLDGS INC
-$108.0K
4,058
+2%
增持
NVDA
NVIDIA CORPORATION
-$107.0K
21,160
+277%
增持
GOOG
ALPHABET INC
+$101.0K
599
+0%
减持
IBB
ISHARES TR
-$93.0K
5,489
-8%
减持
CVS
CVS HEALTH CORP
-$92.0K
6,345
-16%
减持
DAL
DELTA AIR LINES INC DEL
-$89.0K
9,194
-17%
减持
—
EXXON MOBIL CORP
-$88.0K
19,422
-0%
建仓
—
CARNIVAL CORP
+$86.0K
18,000
增持
ARKQ
ARK ETF TR
+$84.0K
7,438
+29%
减持
CVX
CHEVRON CORP NEW
-$82.0K
12,842
-3%
减持
IJS
ISHARES TR
-$76.0K
13,447
-1%
减持
IJH
ISHARES TR
-$69.0K
4,914
-3%
增持
IXC
ISHARES TR
+$69.0K
10,230
+32%
减持
FIS
FIDELITY NATL INFORMATION SV
-$69.0K
1,899
-10%
增持
WYNN
WYNN RESORTS LTD
+$68.0K
24,102
+313%
减持
NOW
SERVICENOW INC
+$66.0K
1,039
-2%
减持
NFLX
NETFLIX INC
+$65.0K
910
-2%
增持
ORCL
ORACLE CORP
+$62.0K
3,411
+13%
减持
V
VISA INC
-$61.0K
4,534
-1%
减持
IYJ
ISHARES TR
-$60.0K
8,062
-3%
减持
ALL
ALLSTATE CORP
-$60.0K
2,490
-14%
减持
UNH
UNITEDHEALTH GROUP INC
-$59.0K
1,917
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$56.0K
5,941
-2%
减持
T
AT&T INC
-$55.0K
7,561
-16%
增持
VYM
VANGUARD WHITEHALL FDS
-$55.0K
44,645
+0%
减持
JPM
JPMORGAN CHASE & CO
+$53.0K
7,087
-0%
减持
DIS
DISNEY WALT CO
-$53.0K
5,524
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$52.0K
3,929
+4%
增持
ALK
ALASKA AIR GROUP INC
+$51.0K
7,873
+16%
增持
GOOGL
ALPHABET INC
+$46.0K
145
+4%
增持
—
BLACKROCK INC
+$38.0K
444
+16%
增持
PFE
PFIZER INC
+$38.0K
9,978
+0%
减持
SDG
ISHARES TR
-$37.0K
2,798
-9%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$35.0K
3,907
-10%
减持
PG
PROCTER AND GAMBLE CO
-$33.0K
2,902
-11%
减持
EXI
ISHARES TR
-$33.0K
6,760
-2%
减持
IEFA
ISHARES TR
-$30.0K
14,392
-2%
增持
CAT
CATERPILLAR INC
-$30.0K
3,282
+8%
减持
SYY
SYSCO CORP
-$30.0K
14,202
-4%
减持
IWD
ISHARES TR
-$25.0K
2,476
-5%
减持
WMT
WALMART INC
-$23.0K
2,268
-6%
减持
IWP
ISHARES TR
-$21.0K
11,852
-1%
增持
MU
MICRON TECHNOLOGY INC
+$19.0K
3,553
+29%
减持
ABT
ABBOTT LABS
-$18.0K
2,661
-7%
减持
ABBV
ABBVIE INC
-$18.0K
3,320
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$17.0K
234
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$16.0K
4,032
+3%
增持
JNJ
JOHNSON & JOHNSON
-$15.0K
4,762
+0%
增持
SQ
SQUARE INC
+$14.0K
1,476
+6%
减持
WM
WASTE MGMT INC DEL
+$14.0K
2,455
-3%
减持
MELI
MERCADOLIBRE INC
+$13.0K
211
-4%
减持
HD
HOME DEPOT INC
+$13.0K
6,127
-2%
减持
DG
DOLLAR GEN CORP NEW
-$13.0K
1,061
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.0K
4,756
+1%
增持
MRK
MERCK & CO INC
-$10.0K
4,083
+0%
减持
IWV
ISHARES TR
-$8.0K
2,859
-1%
减持
ECHO
ECHOSTAR CORP
+$7.0K
11,599
-3%
减持
—
PING IDENTITY HLDG CORP
+$6.0K
11,545
-5%
减持
IUSG
ISHARES TR
-$6.0K
9,507
-2%
增持
BA
BOEING CO
-$3.0K
1,677
+8%
减持
IYF
ISHARES TR
-$2.0K
6,268
-2%
减持
IWF
ISHARES TR
+$0
1,848
-1%
