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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 130 项
建仓 13
增持 58
减持 48
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$3.9M
174,642
-4%
建仓
CRWV
COREWEAVE INC
+$2.8M
20,533
减持
ALAB
ASTERA LABS INC
+$2.7M
26,077
-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。
增持
TSLA
TESLA INC
+$2.7M
17,818
+0%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$2.6M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.3M
0
-100%
建仓
ARTY
ISHARES TR
+$2.2M
47,730
减持
AAPL
APPLE INC
+$2.1M
51,878
-2%
增持
IAU
ISHARES GOLD TR
+$2.0M
203,663
+0%
增持
QQQ
INVESCO QQQ TR
+$2.0M
39,802
+0%
增持
AVNM
AMERICAN CENTY ETF TR
+$1.9M
330,022
+0%
清仓
—
ASML HOLDING N V
-$1.5M
0
-100%
增持
GOOG
ALPHABET INC
+$1.3M
19,558
+0%
增持
OKLO
OKLO INC
+$1.1M
12,890
+144%
增持
ARKW
ARK ETF TR
+$1.1M
23,801
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
22,821
+4%
清仓
RIO
RIO TINTO PLC
-$1.1M
0
-100%
增持
IVV
ISHARES TR
+$979.2K
19,519
+1%
增持
RGTI
RIGETTI COMPUTING INC
+$906.5K
37,998
+132%
增持
VRT
VERTIV HOLDINGS CO
+$700.8K
16,933
+15%
减持
AVGO
BROADCOM INC
+$584.2K
10,935
-1%
增持
QBTS
D-WAVE QUANTUM INC
+$548.8K
33,338
+103%
减持
AMZN
AMAZON COM INC
-$504.7K
31,419
-5%
建仓
—
IREN LIMITED
+$488.5K
10,409
增持
AVMC
AMERICAN CENTY ETF TR
+$482.7K
10,003
+214%
增持
MU
MICRON TECHNOLOGY INC
+$482.6K
9,688
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$452.5K
1,541
-52%
增持
MSFT
MICROSOFT CORP
+$440.1K
21,748
+0%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$431.4K
2,963
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$426.9K
24,697
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$405.9K
39,566
+12%
减持
MSTR
STRATEGY INC
-$401.1K
1,340
-36%
增持
ARKQ
ARK ETF TR
+$383.9K
16,216
+0%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$364.2K
33,425
+0%
增持
ORCL
ORACLE CORP
+$358.7K
2,388
+77%
增持
JOET
VIRTUS ETF TR II
+$348.3K
34,801
+24%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$338.5K
36,338
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$325.5K
11,031
+2%
建仓
—
NEBIUS GROUP N.V.
+$323.9K
2,885
清仓
WFC
WELLS FARGO CO NEW
-$313.3K
0
-100%
建仓
LEU
CENTRUS ENERGY CORP
+$302.3K
975
减持
SHOP
SHOPIFY INC
+$301.9K
10,115
-2%
清仓
BBY
BEST BUY INC
-$289.1K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$278.0K
10,182
减持
COST
COSTCO WHSL CORP NEW
-$277.3K
3,034
-2%
增持
IUSV
ISHARES TR
+$254.7K
40,833
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$252.0K
12,057
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$251.3K
18,308
+23%
增持
IONQ
IONQ INC
+$228.9K
11,286
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$228.8K
5,020
+0%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$228.0K
51,260
-1%
增持
NET
CLOUDFLARE INC
+$225.1K
5,926
+9%
清仓
BKNG
BOOKING HOLDINGS INC
-$215.2K
0
-100%
清仓
ADBE
ADOBE INC
-$214.5K
0
-100%
建仓
ALL
ALLSTATE CORP
+$214.4K
999
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$214.2K
8,223
+58%
减持
GOOGL
ALPHABET INC
+$213.5K
3,494
-3%
建仓
IYW
ISHARES TR
+$210.0K
1,072
建仓
TOL
TOLL BROTHERS INC
+$207.2K
1,500
清仓
DIS
DISNEY WALT CO
-$205.6K
0
-100%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$200.8K
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$200.5K
1,400
减持
ISRG
INTUITIVE SURGICAL INC
-$196.7K
2,096
-1%
清仓
CORZ
CORE SCIENTIFIC INC NEW
-$188.3K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$186.9K
11,459
+1%
增持
IEFA
ISHARES TR
+$184.4K
11,013
+17%
增持
GEV
GE VERNOVA INC
+$181.4K
709
+48%
减持
ABBV
ABBVIE INC
+$178.1K
4,180
-1%
减持
—
CARNIVAL CORP
-$174.4K
18,250
-24%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$169.0K
74,570
-1%
减持
CAT
CATERPILLAR INC
+$164.5K
3,191
-8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$161.7K
4,008
+5%
增持
DAL
DELTA AIR LINES INC DEL
+$154.8K
10,451
+19%
减持
HD
HOME DEPOT INC
+$136.1K
6,350
-4%
减持
META
META PLATFORMS INC
-$135.0K
2,236
-10%
减持
IJR
ISHARES TR
+$129.7K
24,189
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$125.0K
29,956
-1%
减持
EEMA
ISHARES INC
+$118.2K
13,335
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$116.9K
21,230
-2%
增持
ITA
ISHARES TR
+$114.9K
4,081
+4%
增持
VUG
VANGUARD INDEX FDS
+$114.5K
2,156
+3%
减持
IUSG
ISHARES TR
+$112.7K
8,301
-0%
建仓
RCAT
RED CAT HLDGS INC
+$112.5K
10,870
增持
AVUS
AMERICAN CENTY ETF TR
+$106.1K
14,322
+0%
增持
CRM
SALESFORCE INC
-$101.5K
8,316
+8%
减持
DSI
ISHARES TR
+$101.3K
10,868
-0%
增持
RTX
RTX CORPORATION
+$97.1K
4,424
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$94.3K
8,109
+6%
减持
GS
GOLDMAN SACHS GROUP INC
+$93.1K
1,173
-1%
建仓
BBDC
BARINGS BDC INC
+$92.0K
10,500
减持
SYY
SYSCO CORP
-$89.5K
5,824
-21%
减持
CVX
CHEVRON CORP NEW
+$85.1K
14,408
-1%
增持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$82.7K
30,200
+37%
增持
VZ
VERIZON COMMUNICATIONS INC
+$82.2K
13,730
+13%
增持
FCX
FREEPORT-MCMORAN INC
-$79.3K
18,630
+4%
减持
S
SENTINELONE INC
-$77.8K
11,212
-26%
增持
WMT
WALMART INC
+$76.1K
16,165
+1%
减持
NFLT
ETFIS SER TR I
-$69.6K
30,430
-10%
减持
SHW
SHERWIN WILLIAMS CO
-$69.3K
1,115
-15%
减持
IJS
ISHARES TR
+$69.1K
9,338
-1%
减持
IWV
ISHARES TR
+$65.1K
2,641
-0%
增持
V
VISA INC
-$63.6K
4,179
+0%
增持
JAAA
JANUS DETROIT STR TR
+$63.5K
17,635
+7%
减持
INTU
INTUIT
-$61.3K
531
-2%
减持
USMV
ISHARES TR
-$58.9K
27,996
-3%
减持
JNJ
JOHNSON & JOHNSON
+$54.9K
2,722
-6%
增持
COWZ
PACER FDS TR
+$53.4K
18,896
+3%
减持
IWF
ISHARES TR
+$50.7K
1,392
-2%
增持
IYF
ISHARES TR
+$50.2K
9,192
+1%
增持
IYE
ISHARES TR
+$49.9K
21,076
+2%
增持
SOXX
ISHARES TR
+$49.6K
1,032
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$45.0K
6,251
+14%
增持
IEO
ISHARES TR
+$44.5K
15,933
+0%
增持
NOW
SERVICENOW INC
-$43.1K
628
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$39.1K
9,343
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.9K
1,632
-0%
减持
CEG
CONSTELLATION ENERGY CORP
-$35.1K
958
-13%
减持
PG
PROCTER AND GAMBLE CO
-$31.1K
2,503
-3%
减持
PCLO
VIRTUS ETF TR II
-$28.8K
16,505
-7%
减持
IJH
ISHARES TR
-$27.4K
19,888
-5%
增持
IYM
ISHARES TR
+$24.4K
2,534
+3%
增持
EXI
ISHARES TR
+$22.9K
2,028
+2%
减持
IBRX
IMMUNITYBIO INC
-$17.7K
10,500
-34%
增持
TOST
TOAST INC
-$16.6K
6,300
+15%
减持
—
EXXON MOBIL CORP
-$14.3K
25,950
-2%
减持
AXP
AMERICAN EXPRESS CO
-$14.0K
1,144
-6%
增持
LLY
ELI LILLY & CO
+$12.7K
1,219
+3%
减持
IWP
ISHARES TR
+$7.9K
8,737
-1%
减持
IYJ
ISHARES TR
+$5.4K
3,316
-0%
减持
SYLD
CAMBRIA ETF TR
+$1.6K
7,752
-3%
