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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 106 项
建仓 14
增持 23
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$3.4M
38,532
增持
SMMT
SUMMIT THERAPEUTICS INC
+$1.6M
88,383
+110%
减持
QQQ
INVESCO QQQ TR
-$1.4M
35,693
-9%
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。
增持
IAU
ISHARES GOLD TR
+$1.2M
200,679
+1%
增持
TSLA
TESLA INC
+$1.2M
14,546
+9%
建仓
EEMA
ISHARES INC
+$1.0M
13,187
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$898.4K
24,150
清仓
SNOW
SNOWFLAKE INC
-$884.0K
0
-100%
减持
AAPL
APPLE INC
+$868.1K
54,462
-3%
建仓
SHOP
SHOPIFY INC
+$853.8K
10,654
建仓
ARKW
ARK ETF TR
+$841.8K
9,888
增持
AVEM
AMERICAN CENTY ETF TR
+$713.2K
99,098
+6%
建仓
—
CARNIVAL CORP
+$601.4K
32,545
减持
MU
MICRON TECHNOLOGY INC
-$576.6K
7,887
-26%
减持
MSFT
MICROSOFT CORP
-$538.0K
22,605
-2%
清仓
BROS
DUTCH BROS INC
-$532.4K
0
-100%
减持
ARKQ
ARK ETF TR
-$481.7K
14,348
-42%
减持
IVV
ISHARES TR
-$461.9K
18,734
-9%
建仓
DAL
DELTA AIR LINES INC DEL
+$459.3K
9,044
建仓
C
CITIGROUP INC
+$434.1K
6,934
减持
GOOG
ALPHABET INC
-$399.0K
18,831
-3%
减持
HD
HOME DEPOT INC
+$369.6K
6,395
-1%
增持
AMAT
APPLIED MATLS INC
-$313.8K
9,727
+1%
清仓
BA
BOEING CO
-$308.5K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$284.7K
9,479
-18%
清仓
—
SUPER MICRO COMPUTER INC
-$276.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$265.2K
186,922
+1%
减持
IUSV
ISHARES TR
+$257.9K
42,616
-1%
减持
IJR
ISHARES TR
+$254.4K
26,952
-1%
清仓
GILD
GILEAD SCIENCES INC
-$247.4K
0
-100%
清仓
SQ
BLOCK INC
-$228.6K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$225.8K
0
-100%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$223.6K
10,900
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$222.6K
21,857
-0%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$219.5K
0
-100%
建仓
LOW
LOWES COS INC
+$217.0K
801
清仓
MRK
MERCK & CO INC
-$216.9K
0
-100%
建仓
MCD
MCDONALDS CORP
+$212.5K
698
建仓
INTC
INTEL CORP
+$211.7K
9,025
减持
—
EXXON MOBIL CORP
-$209.9K
31,026
-7%
清仓
WYNN
WYNN RESORTS LTD
-$206.7K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$201.3K
835
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$200.1K
35,717
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$190.4K
2,899
-2%
增持
META
META PLATFORMS INC
+$182.5K
1,934
+5%
建仓
PLSE
PULSE BIOSCIENCES INC
+$180.2K
10,271
减持
CVX
CHEVRON CORP NEW
-$173.9K
13,739
-2%
增持
AMZN
AMAZON COM INC
-$160.9K
29,920
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$157.1K
32,613
-4%
减持
LLY
ELI LILLY & CO
-$156.8K
1,313
-10%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$153.7K
57,612
-8%
增持
MSTR
MICROSTRATEGY INC
+$132.4K
4,290
+900%
增持
JPM
JPMORGAN CHASE & CO.
+$127.4K
11,253
+1%
减持
CAT
CATERPILLAR INC
+$121.7K
3,389
-6%
减持
IEO
ISHARES TR
-$118.5K
14,055
-0%
减持
SHW
SHERWIN WILLIAMS CO
+$109.0K
1,826
-7%
增持
ISRG
INTUITIVE SURGICAL INC
+$107.0K
1,979
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$105.2K
5,023
-8%
减持
COST
COSTCO WHSL CORP NEW
+$104.0K
3,011
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$102.2K
1,947
-27%
增持
AVUS
AMERICAN CENTY ETF TR
+$99.3K
15,302
+2%
减持
VUG
VANGUARD INDEX FDS
-$97.0K
1,723
-15%
增持
S
SENTINELONE INC
+$89.8K
13,011
+24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.9K
1,649
-0%
减持
USMV
ISHARES TR
-$82.1K
31,718
-11%
增持
IJH
ISHARES TR
+$81.6K
20,929
+0%
减持
IJS
ISHARES TR
+$80.2K
10,060
-2%
减持
DVN
DEVON ENERGY CORP NEW
-$75.6K
5,432
-11%
减持
IYF
ISHARES TR
+$69.8K
7,535
-0%
减持
ITA
ISHARES TR
+$67.3K
3,968
-0%
增持
GOOGL
ALPHABET INC
-$58.0K
3,563
+0%
减持
JNJ
JOHNSON & JOHNSON
+$55.6K
3,564
-0%
减持
CRM
SALESFORCE INC
+$55.5K
7,757
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$48.9K
2,765
-4%
减持
IYJ
ISHARES TR
+$47.9K
3,410
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$47.5K
4,137
+3%
减持
IWV
ISHARES TR
+$47.0K
2,670
-0%
减持
IWP
ISHARES TR
+$45.9K
9,161
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$40.8K
17,712
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$35.1K
9,763
+1%
减持
IEFA
ISHARES TR
+$34.9K
9,938
-3%
减持
F
FORD MTR CO
-$34.5K
14,700
-3%
增持
IYM
ISHARES TR
+$32.7K
2,559
+2%
减持
GLD
SPDR GOLD TR
+$30.9K
1,655
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$30.4K
9,626
-1%
减持
IYE
ISHARES TR
-$28.2K
16,712
-0%
减持
SYLD
CAMBRIA ETF TR
+$25.8K
6,543
-0%
减持
NET
CLOUDFLARE INC
-$23.4K
3,435
-6%
减持
WFC
WELLS FARGO CO NEW
-$23.3K
7,023
-1%
增持
INTU
INTUIT
-$22.4K
638
+0%
增持
ADBE
ADOBE INC
-$19.3K
657
+2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$17.7K
33,231
-3%
减持
PG
PROCTER AND GAMBLE CO
+$16.8K
2,446
-1%
减持
ABBV
ABBVIE INC
+$16.1K
3,853
-11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$15.7K
5,435
+0%
减持
SYY
SYSCO CORP
-$13.4K
8,875
-10%
减持
CSCO
CISCO SYS INC
+$12.3K
5,571
-7%
减持
TGT
TARGET CORP
+$11.8K
1,554
-0%
增持
AVGO
BROADCOM INC
+$11.3K
9,503
+837%
减持
ALL
ALLSTATE CORP
+$9.8K
1,158
-12%
减持
IWF
ISHARES TR
-$4.6K
1,350
-4%
减持
DSI
ISHARES TR
-$3.8K
10,807
-5%
减持
VTI
VANGUARD INDEX FDS
-$3.8K
1,022
-7%
减持
PEP
PEPSICO INC
+$3.6K
1,408
-2%
减持
IUSG
ISHARES TR
+$2.8K
8,593
-3%
减持
EXI
ISHARES TR
+$2.2K
1,984
-8%
