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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 131 项
建仓 26
增持 52
减持 49
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
AVNM
AMERICAN CENTY ETF TR
+$21.4M
329,088
减持
NVDA
NVIDIA CORPORATION
+$9.0M
181,118
-0%
增持
QQQ
INVESCO QQQ TR
+$4.8M
39,740
+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。
减持
AVEM
AMERICAN CENTY ETF TR
-$4.5M
21,625
-78%
减持
MSFT
MICROSOFT CORP
+$2.6M
21,747
-1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.3M
10,123
建仓
DFAS
DIMENSIONAL ETF TRUST
+$2.3M
35,438
增持
ALAB
ASTERA LABS INC
+$1.6M
26,369
+120%
增持
IVV
ISHARES TR
+$1.6M
19,372
+4%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.6M
33,387
+0%
建仓
—
ASML HOLDING N V
+$1.5M
1,925
增持
AVGO
BROADCOM INC
+$1.3M
11,027
+6%
增持
AMZN
AMAZON COM INC
+$1.2M
33,129
+1%
建仓
JOET
VIRTUS ETF TR II
+$1.1M
27,965
减持
ARKW
ARK ETF TR
+$1.1M
20,319
-0%
建仓
RIO
RIO TINTO PLC
+$1.1M
18,376
建仓
COWZ
PACER FDS TR
+$1.0M
18,373
增持
VRT
VERTIV HOLDINGS CO
+$1.0M
14,682
+28%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$956.8K
21,982
-12%
建仓
JAAA
JANUS DETROIT STR TR
+$832.0K
16,450
建仓
NFLT
ETFIS SER TR I
+$771.5K
33,941
减持
IAU
ISHARES GOLD TR
+$744.8K
203,565
-1%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$653.7K
29,492
-27%
增持
JPM
JPMORGAN CHASE & CO.
+$629.7K
12,163
+2%
增持
AMAT
APPLIED MATLS INC
+$625.8K
11,318
+7%
减持
TSLA
TESLA INC
+$593.0K
17,737
-1%
增持
AAPL
APPLE INC
-$591.3K
53,135
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$578.0K
14,840
+243%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$568.6K
23,992
+5%
增持
NET
CLOUDFLARE INC
+$566.6K
5,427
+27%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$531.0K
3,822
+38%
增持
GOOG
ALPHABET INC
+$499.6K
19,553
+3%
建仓
NEE
NEXTERA ENERGY INC
+$475.4K
6,360
建仓
IONQ
IONQ INC
+$465.2K
10,292
清仓
GSEW
GOLDMAN SACHS ETF TR
-$435.6K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$401.8K
10,825
+5%
增持
MU
MICRON TECHNOLOGY INC
+$356.9K
9,493
+6%
增持
PANW
PALO ALTO NETWORKS INC
+$322.1K
9,251
+2%
减持
ARKQ
ARK ETF TR
+$320.6K
16,164
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$319.4K
5,019
+0%
增持
AVUS
AMERICAN CENTY ETF TR
+$317.7K
14,260
+16%
建仓
ORCL
ORACLE CORP
+$312.9K
1,347
建仓
OKLO
OKLO INC
+$295.6K
5,285
减持
SOXX
ISHARES TR
-$292.2K
964
-65%
建仓
FLR
FLUOR CORP NEW
+$289.0K
5,537
减持
IYE
ISHARES TR
-$280.0K
20,741
-17%
建仓
QBTS
D-WAVE QUANTUM INC
+$274.9K
16,405
减持
RWL
INVESCO EXCH TRADED FD TR II
+$271.7K
51,995
-0%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$268.5K
36,062
-1%
增持
CVX
CHEVRON CORP NEW
-$267.2K
14,602
+1%
减持
META
META PLATFORMS INC
+$261.5K
2,474
-6%
建仓
GEV
GE VERNOVA INC
+$254.5K
480
建仓
TOST
TOAST INC
+$246.6K
5,500
建仓
RGTI
RIGETTI COMPUTING INC
+$225.4K
16,395
建仓
IWM
ISHARES TR
+$218.2K
993
增持
GS
GOLDMAN SACHS GROUP INC
+$216.6K
1,183
+3%
建仓
BKNG
BOOKING HOLDINGS INC
+$215.2K
37
建仓
AVMC
AMERICAN CENTY ETF TR
+$213.3K
3,186
清仓
ALL
ALLSTATE CORP
-$210.6K
0
-100%
增持
PCLO
VIRTUS ETF TR II
+$210.5K
17,688
+92%
增持
SHOP
SHOPIFY INC
+$207.5K
10,297
+0%
建仓
DIS
DISNEY WALT CO
+$205.6K
1,669
增持
—
EXXON MOBIL CORP
-$203.4K
26,462
+0%
减持
CAT
CATERPILLAR INC
+$197.0K
3,469
-1%
增持
WMT
WALMART INC
+$196.6K
16,002
+1%
增持
IUSG
ISHARES TR
+$195.9K
8,324
+0%
减持
IWP
ISHARES TR
+$191.2K
8,861
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$190.0K
30,412
+0%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$188.3K
12,700
增持
UNH
UNITEDHEALTH GROUP INC
-$185.3K
3,242
+45%
增持
DSI
ISHARES TR
+$161.0K
10,870
+1%
增持
VUG
VANGUARD INDEX FDS
+$160.8K
2,096
+2%
减持
—
CARNIVAL CORP
+$155.6K
23,950
-14%
增持
IUSV
ISHARES TR
+$152.0K
40,038
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$150.8K
17,948
+3%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$147.7K
75,612
-21%
增持
NOW
SERVICENOW INC
+$147.3K
600
+1%
减持
PNC
PNC FINL SVCS GROUP INC
-$143.8K
2,720
-29%
建仓
NVTS
NAVITAS SEMICONDUCTOR CORP
+$135.3K
22,000
减持
IEO
ISHARES TR
-$130.3K
15,881
-4%
增持
ISRG
INTUITIVE SURGICAL INC
+$123.8K
2,121
+4%
清仓
F
FORD MTR CO
-$122.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$116.9K
3,110
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$115.9K
1,315
-20%
增持
C
CITIGROUP INC
+$114.9K
4,136
+19%
减持
LLY
ELI LILLY & CO
-$112.5K
1,187
-5%
增持
DAL
DELTA AIR LINES INC DEL
+$104.5K
8,766
+14%
减持
ABBV
ABBVIE INC
-$101.8K
4,209
-1%
减持
EEMA
ISHARES INC
+$97.2K
13,483
-1%
减持
IWV
ISHARES TR
+$92.4K
2,648
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$91.5K
7,652
+24%
减持
INTU
INTUIT
+$91.2K
541
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$90.4K
1,637
-0%
增持
IYF
ISHARES TR
+$87.0K
9,143
+0%
减持
IWF
ISHARES TR
+$86.8K
1,414
-1%
减持
IJH
ISHARES TR
+$84.6K
20,986
-1%
减持
CEG
CONSTELLATION ENERGY CORP
+$79.6K
1,101
-18%
增持
RTX
RTX CORPORATION
+$74.3K
4,408
+3%
减持
GOOGL
ALPHABET INC
+$71.2K
3,597
-2%
减持
IJR
ISHARES TR
-$67.7K
24,691
-8%
清仓
—
FUBOTV INC
-$53.4K
0
-100%
增持
HD
HOME DEPOT INC
+$52.3K
6,628
+2%
增持
VTV
VANGUARD INDEX FDS
+$51.6K
6,639
+1%
减持
USMV
ISHARES TR
-$51.3K
29,011
-2%
增持
WFC
WELLS FARGO CO NEW
+$49.3K
3,805
+3%
增持
CRM
SALESFORCE INC
+$47.2K
7,682
+2%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$45.5K
5,216
-11%
建仓
IBRX
IMMUNITYBIO INC
+$43.5K
16,000
减持
IEFA
ISHARES TR
+$38.6K
9,405
-4%
减持
GLD
SPDR GOLD TR
+$34.1K
1,802
-0%
减持
SYY
SYSCO CORP
-$33.1K
7,418
-8%
减持
IJS
ISHARES TR
+$30.6K
9,443
-1%
减持
S
SENTINELONE INC
-$22.2K
15,125
-8%
减持
UNP
UNION PAC CORP
-$18.1K
936
-7%
增持
JNJ
JOHNSON & JOHNSON
-$17.0K
2,897
+3%
减持
MSTR
MICROSTRATEGY INC
-$14.6K
2,105
-28%
减持
ADBE
ADOBE INC
-$13.7K
569
-4%
增持
PG
PROCTER AND GAMBLE CO
-$13.6K
2,590
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$13.4K
12,177
+9%
减持
CSCO
CISCO SYS INC
+$12.2K
5,105
-7%
增持
ITW
ILLINOIS TOOL WKS INC
+$11.5K
1,019
+2%
减持
RSG
REPUBLIC SVCS INC
-$11.4K
2,255
-2%
减持
SYLD
CAMBRIA ETF TR
-$10.7K
7,979
-6%
增持
ABT
ABBOTT LABS
+$10.1K
2,263
+3%
建仓
DVLT
DATAVAULT AI INC
+$7.6K
11,300
减持
IYM
ISHARES TR
+$6.2K
2,450
-4%
增持
BBY
BEST BUY INC
-$5.3K
4,100
+3%
减持
—
NORWEGIAN CRUISE LINE HLDG L
+$3.6K
9,360
-10%
增持
WM
WASTE MGMT INC DEL
-$3.5K
2,081
+1%
减持
V
VISA INC
-$1.7K
4,178
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.2K
5,501
+0%
