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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 108 项
建仓 4
增持 46
减持 44
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.7M
185,891
+873%
减持
AAPL
APPLE INC
+$2.1M
56,128
-1%
增持
QQQ
INVESCO QQQ TR
+$1.6M
39,328
+1%
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
—
SHOCKWAVE MED INC
-$1.3M
0
-100%
清仓
SHOP
SHOPIFY INC
-$1.1M
0
-100%
清仓
—
CARNIVAL CORP
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
+$979.9K
1,014
+107%
增持
PANW
PALO ALTO NETWORKS INC
+$786.4K
4,031
+97%
增持
ISRG
INTUITIVE SURGICAL INC
+$636.2K
1,945
+239%
清仓
—
BLACKROCK INC
-$628.3K
0
-100%
增持
IVV
ISHARES TR
+$593.6K
20,591
+1%
增持
TSLA
TESLA INC
+$588.6K
13,362
+14%
减持
GOOG
ALPHABET INC
+$583.1K
19,340
-1%
增持
META
META PLATFORMS INC
+$577.7K
1,834
+157%
清仓
IAT
ISHARES TR
-$558.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$556.1K
29,681
+3%
清仓
DAL
DELTA AIR LINES INC DEL
-$555.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$549.7K
3,824
-61%
减持
MSFT
MICROSOFT CORP
+$546.1K
22,967
-1%
减持
SNOW
SNOWFLAKE INC
-$511.2K
6,544
-24%
增持
MU
MICRON TECHNOLOGY INC
+$479.9K
10,603
+37%
增持
IAU
ISHARES GOLD TR
+$473.7K
198,716
+1%
建仓
WFC
WELLS FARGO CO NEW
+$420.1K
7,073
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$382.7K
34,262
+6%
增持
AVEM
AMERICAN CENTY ETF TR
+$317.6K
93,118
+0%
增持
CRM
SALESFORCE INC
-$314.9K
8,043
+2%
减持
COST
COSTCO WHSL CORP NEW
+$312.4K
3,018
-2%
增持
AMAT
APPLIED MATLS INC
+$307.2K
9,658
+1%
减持
WYNN
WYNN RESORTS LTD
-$285.7K
2,310
-52%
建仓
—
SUPER MICRO COMPUTER INC
+$276.9K
338
清仓
DIS
DISNEY WALT CO
-$272.7K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$268.5K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$249.7K
5,430
-44%
建仓
GILD
GILEAD SCIENCES INC
+$247.4K
3,605
增持
HD
HOME DEPOT INC
-$237.7K
6,454
+1%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$232.3K
0
-100%
建仓
S
SENTINELONE INC
+$221.5K
10,521
清仓
MCD
MCDONALDS CORP
-$219.9K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$216.4K
9,659
+29%
清仓
RTX
RTX CORPORATION
-$214.6K
0
-100%
清仓
MBLY
MOBILEYE GLOBAL INC
-$211.0K
0
-100%
清仓
LOW
LOWES COS INC
-$204.0K
0
-100%
清仓
EHC
ENCOMPASS HEALTH CORP
-$203.7K
0
-100%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$191.4K
62,662
-2%
增持
ITA
ISHARES TR
+$185.3K
3,987
+54%
减持
VYM
VANGUARD WHITEHALL FDS
-$184.3K
33,928
-2%
减持
MSTR
MICROSTRATEGY INC
-$172.7K
429
-4%
减持
SYY
SYSCO CORP
-$172.4K
9,892
-9%
增持
GOOGL
ALPHABET INC
+$171.6K
3,562
+13%
增持
WMT
WALMART INC
+$151.7K
14,660
+5%
减持
SMMT
SUMMIT THERAPEUTICS INC
+$145.4K
42,000
-5%
减持
TGT
TARGET CORP
-$119.5K
1,557
-21%
减持
IJR
ISHARES TR
-$118.7K
27,170
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$117.1K
5,489
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$113.7K
1,970
-2%
增持
CVX
CHEVRON CORP NEW
+$108.4K
14,047
+6%
减持
JNJ
JOHNSON & JOHNSON
-$104.7K
3,571
-10%
减持
IJS
ISHARES TR
-$101.7K
10,310
-4%
减持
USMV
ISHARES TR
-$99.5K
35,473
-4%
减持
V
VISA INC
-$98.7K
4,267
-2%
减持
LLY
ELI LILLY & CO
+$96.3K
1,458
-7%
减持
SQ
BLOCK INC
-$94.6K
3,544
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$87.8K
9,745
-16%
减持
BROS
DUTCH BROS INC
-$87.7K
12,859
-32%
减持
IUSG
ISHARES TR
+$80.4K
8,870
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$76.4K
11,525
+14%
增持
VUG
VANGUARD INDEX FDS
+$75.6K
2,028
+2%
增持
DSI
ISHARES TR
+$67.3K
11,358
+3%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$66.8K
35,939
+0%
减持
IWP
ISHARES TR
-$64.8K
9,321
-3%
减持
BA
BOEING CO
-$63.4K
1,695
-12%
增持
IUSV
ISHARES TR
-$56.2K
43,250
+1%
增持
IWF
ISHARES TR
+$55.0K
1,403
+4%
增持
ADBE
ADOBE INC
+$46.6K
647
+4%
增持
IEO
ISHARES TR
-$46.0K
14,106
+4%
增持
ABBV
ABBVIE INC
-$45.8K
4,342
+0%
增持
IJH
ISHARES TR
-$45.5K
20,894
+0%
减持
EXI
ISHARES TR
-$44.8K
2,168
-10%
增持
NOW
SERVICENOW INC
+$42.4K
617
+6%
增持
FCX
FREEPORT-MCMORAN INC
+$40.6K
17,354
+2%
减持
IYJ
ISHARES TR
-$36.9K
3,415
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$33.2K
1,652
-1%
增持
NET
CLOUDFLARE INC
-$33.0K
3,637
+5%
减持
DVN
DEVON ENERGY CORP NEW
-$29.4K
6,077
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$29.3K
2,866
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$27.1K
902
-1%
减持
CSCO
CISCO SYS INC
-$26.8K
5,981
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$25.4K
2,955
-1%
增持
FAD
FIRST TR MULTI CAP GROWTH AL
-$23.9K
21,910
+0%
增持
INTU
INTUIT
+$23.4K
637
+5%
增持
GLD
SPDR GOLD TR
+$17.5K
1,727
+0%
减持
ARKQ
ARK ETF TR
-$16.3K
24,610
-2%
减持
VTV
VANGUARD INDEX FDS
-$15.8K
6,268
-0%
减持
F
FORD MTR CO DEL
-$14.9K
15,131
-2%
增持
IEFA
ISHARES TR
-$14.6K
10,197
+0%
减持
IWV
ISHARES TR
+$14.3K
2,674
-1%
增持
—
EXXON MOBIL CORP
+$10.5K
33,416
+1%
增持
CAT
CATERPILLAR INC
+$9.7K
3,614
+11%
减持
AVUS
AMERICAN CENTY ETF TR
+$7.5K
15,042
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.2K
3,955
+0%
减持
PG
PROCTER AND GAMBLE CO
+$5.1K
2,467
-0%
增持
AXP
AMERICAN EXPRESS CO
+$4.8K
1,220
+0%
增持
IYF
ISHARES TR
-$3.8K
7,540
+1%
增持
SYLD
CAMBRIA ETF TR
-$3.3K
6,557
+7%
减持
JPM
JPMORGAN CHASE & CO.
+$2.5K
11,102
-1%
减持
VTI
VANGUARD INDEX FDS
-$1.5K
1,096
-3%
增持
IYE
ISHARES TR
+$1.5K
16,721
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$939
2,672
-0%
