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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 115 项
建仓 9
增持 42
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$6.8M
19,111
-9%
减持
AAPL
APPLE INC
-$1.6M
56,451
-3%
增持
QQQ
INVESCO QQQ TR
+$1.4M
38,928
+0%
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
RIO
RIO TINTO PLC
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.2M
23,101
+2%
增持
TSLA
TESLA INC
-$794.6K
11,693
+2%
增持
IAU
ISHARES GOLD TR
+$785.1K
196,521
+3%
建仓
MSTR
MICROSTRATEGY INC
+$763.6K
448
减持
AMZN
AMAZON COM INC
+$761.1K
28,716
-1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$639.1K
32,371
+1%
增持
—
SHOCKWAVE MED INC
+$560.0K
3,984
+3%
增持
—
EXXON MOBIL CORP
+$537.1K
33,003
+0%
减持
IVV
ISHARES TR
+$515.2K
20,304
-5%
增持
AMAT
APPLIED MATLS INC
+$487.1K
9,561
+4%
增持
AVGO
BROADCOM INC
+$372.4K
489
+98%
建仓
BA
BOEING CO
+$371.9K
1,927
增持
AMD
ADVANCED MICRO DEVICES INC
+$351.9K
7,482
+10%
建仓
META
META PLATFORMS INC
+$347.2K
715
清仓
MGM
MGM RESORTS INTERNATIONAL
-$322.3K
0
-100%
清仓
C
CITIGROUP INC
-$305.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$290.2K
11,198
-2%
增持
MU
MICRON TECHNOLOGY INC
+$288.7K
7,759
+6%
增持
COST
COSTCO WHSL CORP NEW
+$281.2K
3,075
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$277.1K
2,042
+99%
增持
GOOG
ALPHABET INC
+$272.0K
19,469
+2%
增持
FAD
FIRST TR MULTI CAP GROWTH AL
+$270.9K
21,843
+0%
减持
LLY
ELI LILLY & CO
+$266.6K
1,573
-4%
减持
CRM
SALESFORCE INC
+$266.5K
7,911
-2%
增持
AVEM
AMERICAN CENTY ETF TR
+$247.9K
92,667
+2%
清仓
—
M D C HLDGS INC
-$238.6K
0
-100%
清仓
IBB
ISHARES TR
-$238.5K
0
-100%
建仓
MRK
MERCK & CO INC
+$231.2K
1,752
建仓
ISRG
INTUITIVE SURGICAL INC
+$229.1K
574
清仓
PFE
PFIZER INC
-$225.5K
0
-100%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$223.4K
63,962
-5%
建仓
RTX
RTX CORPORATION
+$214.6K
2,200
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$214.3K
3,951
增持
AVUS
AMERICAN CENTY ETF TR
+$212.7K
15,074
+8%
清仓
GILD
GILEAD SCIENCES INC
-$210.9K
0
-100%
增持
IEO
ISHARES TR
+$207.9K
13,554
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$207.4K
5,487
-2%
建仓
LOW
LOWES COS INC
+$204.0K
801
建仓
ITOT
ISHARES TR
+$202.0K
1,752
增持
UPS
UNITED PARCEL SERVICE INC
+$201.5K
10,097
+22%
增持
DAL
DELTA AIR LINES INC DEL
+$201.2K
11,594
+32%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$191.7K
35,857
-3%
清仓
TOST
TOAST INC
-$190.7K
0
-100%
减持
MBLY
MOBILEYE GLOBAL INC
-$187.1K
6,562
-29%
减持
IUSV
ISHARES TR
+$184.6K
42,767
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$165.4K
17,075
+14%
增持
CVX
CHEVRON CORP NEW
+$144.9K
13,242
+2%
增持
SMMT
SUMMIT THERAPEUTICS INC
+$143.0K
44,000
+193%
增持
WMT
WALMART INC
+$137.7K
13,976
+213%
减持
CAT
CATERPILLAR INC
+$136.0K
3,258
-9%
减持
IJR
ISHARES TR
-$135.7K
27,295
-6%
减持
ARKQ
ARK ETF TR
-$130.3K
25,079
-4%
减持
IYJ
ISHARES TR
-$125.9K
3,538
-29%
增持
IUSG
ISHARES TR
+$118.0K
8,960
+0%
减持
USMV
ISHARES TR
+$115.9K
36,825
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$108.2K
1,677
+0%
减持
CVS
CVS HEALTH CORP
-$101.0K
9,724
-12%
清仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$101.0K
0
-100%
减持
HD
HOME DEPOT INC
+$99.4K
6,412
-6%
增持
IYE
ISHARES TR
+$99.3K
16,217
+2%
减持
ALL
ALLSTATE CORP
-$98.8K
1,314
-44%
增持
NET
CLOUDFLARE INC
+$87.1K
3,452
+16%
减持
IWP
ISHARES TR
+$85.0K
9,579
-1%
增持
SNOW
SNOWFLAKE INC
-$74.6K
8,634
+17%
减持
IYF
ISHARES TR
+$73.5K
7,495
-1%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$72.3K
11,100
-27%
减持
SYY
SYSCO CORP
+$70.6K
10,822
-2%
减持
IWV
ISHARES TR
+$68.5K
2,703
-0%
增持
NOW
SERVICENOW INC
+$67.8K
581
+9%
减持
EHC
ENCOMPASS HEALTH CORP
-$65.2K
2,466
-39%
减持
DIS
DISNEY WALT CO
+$62.5K
2,229
-4%
减持
ABBV
ABBVIE INC
+$61.4K
4,341
-8%
清仓
FBIO
FORTRESS BIOTECH INC
-$60.2K
0
-100%
增持
IJH
ISHARES TR
+$60.2K
20,880
+379%
增持
CSCO
CISCO SYS INC
+$54.0K
6,231
+23%
减持
VYM
VANGUARD WHITEHALL FDS
-$51.5K
34,781
-9%
增持
BROS
DUTCH BROS INC
+$48.9K
18,790
+4%
减持
JNJ
JOHNSON & JOHNSON
-$46.9K
3,961
-8%
增持
SQ
BLOCK INC
+$46.7K
3,821
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$43.8K
912
+4%
增持
SHOP
SHOPIFY INC
+$42.3K
14,602
+5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$35.5K
2,892
-2%
增持
GLD
SPDR GOLD TR
+$34.8K
1,720
+3%
减持
MCD
MCDONALDS CORP
-$34.2K
780
-9%
减持
SYLD
CAMBRIA ETF TR
+$33.7K
6,156
-0%
减持
VUG
VANGUARD INDEX FDS
+$33.5K
1,984
-5%
增持
—
CARNIVAL CORP
+$33.2K
64,745
+17%
减持
IEFA
ISHARES TR
+$32.1K
10,177
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$31.6K
2,991
+4%
减持
GOOGL
ALPHABET INC
+$29.5K
3,162
-1%
减持
VTV
VANGUARD INDEX FDS
+$27.3K
6,271
-6%
减持
SHW
SHERWIN WILLIAMS CO
+$23.2K
2,020
-7%
增持
IAT
ISHARES TR
+$23.2K
12,875
+1%
减持
IYM
ISHARES TR
+$20.7K
2,511
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$17.6K
9,635
-2%
增持
INTU
INTUIT
+$17.1K
608
+0%
减持
IJS
ISHARES TR
-$16.4K
10,749
-1%
减持
EXI
ISHARES TR
+$15.0K
2,417
-5%
减持
PEP
PEPSICO INC
-$13.5K
1,430
-8%
减持
—
BLACKROCK INC
-$13.4K
754
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$11.7K
11,669
-8%
减持
PG
PROCTER AND GAMBLE CO
+$11.3K
2,476
-7%
减持
WYNN
WYNN RESORTS LTD
-$11.2K
4,817
-13%
增持
ADBE
ADOBE INC
-$10.5K
620
+14%
减持
ITA
ISHARES TR
+$9.2K
2,586
-1%
减持
TGT
TARGET CORP
-$9.1K
1,975
-22%
减持
FLR
FLUOR CORP NEW
-$6.8K
5,537
-10%
减持
IXC
ISHARES TR
-$4.7K
6,151
-11%
减持
F
FORD MTR CO DEL
+$2.2K
15,411
-7%
减持
IWF
ISHARES TR
+$1.0K
1,354
-10%
减持
DVN
DEVON ENERGY CORP NEW
-$661
6,327
-10%
