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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 107 项
建仓 10
增持 37
减持 51
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$4.9M
181,810
-1%
增持
TSLA
TESLA INC
-$2.1M
17,829
+7%
增持
IAU
ISHARES GOLD TR
+$2.0M
204,605
+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。
减持
AAPL
APPLE INC
-$1.9M
52,883
-3%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.4M
21,954
-4%
增持
QQQ
INVESCO QQQ TR
-$1.4M
36,483
+1%
清仓
RIO
RIO TINTO PLC
-$988.7K
0
-100%
增持
AMZN
AMAZON COM INC
-$926.9K
32,865
+0%
清仓
—
ASML HOLDING N V
-$913.5K
0
-100%
建仓
ALAB
ASTERA LABS INC
+$714.9K
11,981
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$704.8K
33,320
-0%
建仓
PNC
PNC FINL SVCS GROUP INC
+$677.6K
3,855
增持
GOOG
ALPHABET INC
-$635.9K
19,024
+0%
减持
IVV
ISHARES TR
-$611.8K
18,646
-1%
清仓
JAAA
JANUS DETROIT STR TR
-$526.3K
0
-100%
增持
AVGO
BROADCOM INC
-$524.7K
10,364
+6%
建仓
SOXX
ISHARES TR
+$522.4K
2,776
增持
VRT
VERTIV HOLDINGS CO
+$513.4K
11,485
+313%
减持
CRM
SALESFORCE INC
-$513.0K
7,547
-1%
增持
CVX
CHEVRON CORP NEW
+$478.3K
14,463
+8%
增持
IYE
ISHARES TR
+$465.4K
24,981
+49%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$435.6K
5,729
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$416.4K
40,589
-2%
减持
IJR
ISHARES TR
-$378.3K
26,894
-3%
减持
AVUS
AMERICAN CENTY ETF TR
-$366.4K
12,264
-21%
增持
ARKW
ARK ETF TR
+$299.6K
20,333
+35%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$274.7K
5,869
清仓
FLR
FLUOR CORP NEW
-$273.1K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$270.8K
1,343
减持
UNH
UNITEDHEALTH GROUP INC
-$235.2K
2,234
-20%
清仓
IONQ
IONQ INC
-$233.9K
0
-100%
建仓
PCLO
VIRTUS ETF TR II
+$229.9K
9,221
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$223.7K
4,321
清仓
IWM
ISHARES TR
-$219.4K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$216.8K
0
-100%
建仓
ALL
ALLSTATE CORP
+$210.6K
1,017
减持
WFC
WELLS FARGO CO NEW
-$207.6K
3,677
-45%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$200.7K
24,897
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$191.8K
10,292
-0%
减持
—
CARNIVAL CORP
-$188.7K
27,975
-5%
减持
MSTR
MICROSTRATEGY INC
-$186.4K
2,940
-18%
减持
SPY
SPDR S&P 500 ETF TR
-$170.9K
4,998
-1%
增持
META
META PLATFORMS INC
+$160.5K
2,630
+14%
减持
NOW
SERVICENOW INC
-$160.2K
595
-1%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$151.8K
36,353
+1%
减持
V
VISA INC
+$143.1K
4,257
-0%
增持
ARKQ
ARK ETF TR
-$142.7K
16,671
+3%
减持
IUSG
ISHARES TR
-$140.3K
8,320
-3%
减持
IJS
ISHARES TR
-$137.3K
9,571
-3%
增持
HD
HOME DEPOT INC
-$132.2K
6,506
+1%
减持
SHOP
SHOPIFY INC
-$131.6K
10,279
-3%
减持
GOOGL
ALPHABET INC
-$130.9K
3,652
-1%
减持
ABBV
ABBVIE INC
+$129.7K
4,255
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$124.5K
1,639
-1%
减持
SMMT
SUMMIT THERAPEUTICS INC
+$119.5K
96,283
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$114.3K
98,820
-0%
清仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$107.8K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$106.8K
10,567
+5%
增持
COST
COSTCO WHSL CORP NEW
+$105.5K
3,139
+0%
增持
IEO
ISHARES TR
+$99.0K
16,506
+1%
增持
FAD
FIRST TR MULTI CAP GROWTH AL
-$98.6K
22,954
+3%
减持
IWP
ISHARES TR
-$98.3K
8,896
-1%
增持
NET
CLOUDFLARE INC
+$97.8K
4,259
+20%
增持
JPM
JPMORGAN CHASE & CO.
+$88.7K
11,910
+1%
减持
IJH
ISHARES TR
-$84.7K
21,262
-0%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$83.3K
10,400
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$81.3K
11,195
+5%
增持
UPS
UNITED PARCEL SERVICE INC
-$78.6K
6,184
+3%
减持
FCX
FREEPORT-MCMORAN INC
-$75.2K
17,410
-10%
增持
VUG
VANGUARD INDEX FDS
-$74.5K
2,046
+1%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$72.2K
52,071
-0%
减持
—
EXXON MOBIL CORP
+$71.1K
26,432
-7%
增持
CAT
CATERPILLAR INC
+$70.5K
3,521
+17%
减持
RTX
RTX CORPORATION
+$70.4K
4,295
-0%
减持
C
CITIGROUP INC
-$67.1K
3,486
-22%
减持
ISRG
INTUITIVE SURGICAL INC
-$64.4K
2,040
-1%
减持
EEMA
ISHARES INC
-$58.6K
13,611
-9%
建仓
—
FUBOTV INC
+$53.4K
18,300
减持
ADBE
ADOBE INC
-$53.3K
595
-6%
增持
MU
MICRON TECHNOLOGY INC
+$52.2K
8,994
+4%
增持
PANW
PALO ALTO NETWORKS INC
-$47.5K
9,032
+3%
减持
IWV
ISHARES TR
-$47.1K
2,655
-0%
增持
IYF
ISHARES TR
+$45.3K
9,100
+3%
减持
JNJ
JOHNSON & JOHNSON
-$43.2K
2,815
-20%
减持
IEFA
ISHARES TR
+$39.8K
9,763
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$34.1K
30,299
-2%
增持
AXP
AMERICAN EXPRESS CO
-$33.8K
1,221
+0%
增持
SYLD
CAMBRIA ETF TR
-$33.3K
8,485
+1%
减持
VTI
VANGUARD INDEX FDS
-$31.2K
964
-6%
增持
S
SENTINELONE INC
-$31.0K
16,365
+11%
减持
ITA
ISHARES TR
+$29.3K
3,930
-0%
减持
USMV
ISHARES TR
+$28.8K
29,615
-4%
减持
SYY
SYSCO CORP
-$26.4K
8,025
-2%
增持
IWF
ISHARES TR
-$26.0K
1,425
+6%
增持
PG
PROCTER AND GAMBLE CO
+$23.9K
2,519
+4%
减持
INTU
INTUIT
-$22.3K
542
-4%
减持
F
FORD MTR CO
-$20.2K
12,200
-15%
增持
GS
GOLDMAN SACHS GROUP INC
-$19.8K
1,143
+2%
减持
VTV
VANGUARD INDEX FDS
+$15.9K
6,550
-1%
减持
LLY
ELI LILLY & CO
-$10.0K
1,247
-7%
减持
CSCO
CISCO SYS INC
+$9.8K
5,504
-1%
增持
IUSV
ISHARES TR
+$9.3K
39,815
+1%
增持
WMT
WALMART INC
-$7.8K
15,870
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.5K
1,854
-1%
增持
DAL
DELTA AIR LINES INC DEL
+$550
7,657
+39%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$184
5,481
+1%
