小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 119 项
建仓 8
增持 49
减持 49
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.1M
61,000
-1%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
20,000
-5%
增持
IVV
ISHARES TR
+$1.6M
19,000
+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
ARKW
ARK ETF TR
-$870.0K
8,000
-38%
减持
TSLA
TESLA INC
+$865.0K
3,000
-4%
减持
MSFT
MICROSOFT CORP
+$823.0K
21,000
-4%
增持
QQQ
INVESCO QQQ TR
+$806.0K
21,000
+1%
建仓
BROS
DUTCH BROS INC
+$764.0K
15,000
减持
HD
HOME DEPOT INC
+$518.0K
6,000
-2%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$512.0K
43,000
+8%
减持
VYM
VANGUARD WHITEHALL FDS
+$369.0K
44,000
-1%
减持
ARKK
ARK ETF TR
-$365.0K
4,000
-43%
增持
SDG
ISHARES TR
+$354.0K
7,000
+150%
清仓
MELI
MERCADOLIBRE INC
-$354.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$326.0K
6,000
+1%
减持
DOCU
DOCUSIGN INC
-$316.0K
3,000
-4%
清仓
MRK
MERCK & CO INC
-$307.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$304.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$301.0K
0
-100%
增持
IUSV
ISHARES TR
+$287.0K
37,000
+4%
清仓
—
PING IDENTITY HLDG CORP
-$284.0K
0
-100%
增持
IAU
ISHARES GOLD TR
+$271.0K
182,000
+0%
建仓
INTU
INTUIT
+$271.0K
1,000
减持
WYNN
WYNN RESORTS LTD
-$267.0K
6,000
-75%
减持
COST
COSTCO WHSL CORP NEW
+$249.0K
2,000
-3%
增持
IJR
ISHARES TR
+$243.0K
31,000
+4%
建仓
META
META PLATFORMS INC
+$243.0K
1,000
清仓
FIS
FIDELITY NATL INFORMATION SV
-$231.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$228.0K
2,000
+4%
清仓
DG
DOLLAR GEN CORP NEW
-$225.0K
0
-100%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$224.0K
1,000
增持
SNOW
SNOWFLAKE INC
+$221.0K
2,000
+15%
增持
GOOG
ALPHABET INC
+$214.0K
1,000
+67%
增持
PYPL
PAYPAL HLDGS INC
-$212.0K
5,000
+23%
建仓
MCD
MCDONALDS CORP
+$206.0K
1,000
建仓
IYK
ISHARES TR
+$206.0K
1,000
建仓
WAL
WESTERN ALLIANCE BANCORP
+$205.0K
1,900
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$205.0K
24,000
+1%
清仓
T
AT&T INC
-$204.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$204.0K
0
-100%
清仓
AZO
AUTOZONE INC
-$202.0K
0
-100%
建仓
IYH
ISHARES TR
+$200.0K
1,000
增持
ABBV
ABBVIE INC
+$182.0K
4,000
+20%
增持
ALK
ALASKA AIR GROUP INC
+$181.0K
12,000
+52%
清仓
—
NEW YORK CMNTY BANCORP INC
-$180.0K
0
-100%
减持
INTC
INTEL CORP
-$174.0K
5,000
-40%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$172.0K
163,000
+2%
减持
IBB
ISHARES TR
-$167.0K
5,000
-9%
减持
SYY
SYSCO CORP
-$154.0K
12,000
-16%
增持
PFE
PFIZER INC
+$149.0K
10,000
+0%
减持
USMV
ISHARES TR
+$146.0K
59,000
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$146.0K
23,000
-7%
减持
DSI
ISHARES TR
+$143.0K
16,000
-1%
增持
SHW
SHERWIN WILLIAMS CO
+$122.0K
2,000
+19%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$122.0K
7,000
-24%
增持
UPS
UNITED PARCEL SERVICE INC
+$116.0K
5,000
+1%
清仓
AEYE
AUDIOEYE INC
-$115.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$111.0K
5,000
+5%
增持
PTBD
PACER FDS TR
+$109.0K
33,000
+15%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$103.0K
7,000
+25%
增持
MU
MICRON TECHNOLOGY INC
+$101.0K
4,000
+13%
增持
IJH
ISHARES TR
+$97.0K
5,000
+2%
增持
VTV
VANGUARD INDEX FDS
+$91.0K
8,000
+3%
清仓
—
CARNIVAL CORP
-$86.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$85.0K
3,000
-23%
减持
IUSG
ISHARES TR
+$84.0K
9,000
-5%
增持
—
BLACKROCK INC
+$83.0K
1,000
+125%
减持
ALL
ALLSTATE CORP
-$83.0K
2,000
-20%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$81.0K
3,000
-8%
减持
CVS
CVS HEALTH CORP
+$80.0K
6,000
-5%
增持
DIS
DISNEY WALT CO
-$75.0K
6,000
+9%
减持
—
EXXON MOBIL CORP
-$69.0K
18,000
-7%
增持
IJS
ISHARES TR
+$66.0K
14,000
+4%
减持
CVX
CHEVRON CORP NEW
+$65.0K
12,000
-7%
增持
ABT
ABBOTT LABS
+$61.0K
3,000
+13%
增持
IWV
ISHARES TR
+$60.0K
3,000
+5%
增持
IWF
ISHARES TR
+$60.0K
2,000
+8%
减持
UNP
UNION PAC CORP
+$60.0K
1,000
-8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$59.0K
4,000
-1%
增持
CSCO
CISCO SYS INC
+$57.0K
5,000
+10%
减持
EW
EDWARDS LIFESCIENCES CORP
-$53.0K
3,000
-24%
减持
LLY
LILLY ELI & CO
+$51.0K
2,000
-8%
减持
CAT
CATERPILLAR INC
+$49.0K
3,000
-9%
减持
IYM
ISHARES TR
+$49.0K
3,000
-4%
增持
LOW
LOWES COS INC
+$48.0K
1,000
+1%
增持
PG
PROCTER AND GAMBLE CO
+$47.0K
3,000
+3%
增持
LUV
SOUTHWEST AIRLS CO
-$47.0K
11,000
+13%
减持
ECHO
ECHOSTAR CORP
-$46.0K
10,000
-14%
减持
RSG
REPUBLIC SVCS INC
+$46.0K
2,000
-17%
减持
WM
WASTE MGMT INC DEL
+$43.0K
2,000
-19%
减持
VUG
VANGUARD INDEX FDS
+$43.0K
1,000
-28%
增持
IEFA
ISHARES TR
+$42.0K
15,000
+4%
增持
BA
BOEING CO
-$41.0K
2,000
+19%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$38.0K
2,000
-4%
减持
DAL
DELTA AIR LINES INC DEL
-$37.0K
9,000
-2%
增持
SRVR
PACER FDS TR
+$35.0K
8,000
+1%
增持
CRM
SALESFORCE COM INC
-$34.0K
6,000
+0%
减持
ORCL
ORACLE CORP
-$33.0K
3,000
-12%
减持
PEP
PEPSICO INC
+$31.0K
1,000
-25%
减持
ARKQ
ARK ETF TR
-$28.0K
7,000
-6%
减持
IWD
ISHARES TR
+$28.0K
2,000
-19%
增持
V
VISA INC
-$27.0K
5,000
+10%
增持
ISRG
INTUITIVE SURGICAL INC
+$24.0K
1,000
+327%
增持
GLD
SPDR GOLD TR
+$19.0K
2,000
+33%
减持
IYF
ISHARES TR
+$19.0K
6,000
-4%
增持
IWP
ISHARES TR
+$19.0K
12,000
+1%
增持
GOOGL
ALPHABET INC
+$18.0K
1,000
+590%
减持
IYJ
ISHARES TR
+$16.0K
8,000
-1%
增持
LULU
LULULEMON ATHLETICA INC
-$9.0K
1,000
+87%
增持
BDX
BECTON DICKINSON & CO
+$8.0K
2,000
+33%
增持
AMZN
AMAZON COM INC
+$7.0K
1,000
+45%
减持
IXC
ISHARES TR
+$6.0K
10,000
-2%
减持
WMT
WALMART INC
+$5.0K
2,000
-12%
减持
NOW
SERVICENOW INC
+$5.0K
1,000
-4%
减持
JPM
JPMORGAN CHASE & CO
+$4.0K
7,000
-1%
减持
EXI
ISHARES TR
+$2.0K
6,000
-11%
减持
JNJ
JOHNSON & JOHNSON
-$1.0K
4,000
-16%
增持
NFLX
NETFLIX INC
+$0
1,000
+10%
增持
SQ
BLOCK INC
+$0
2,000
+36%
