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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 133 项
建仓 13
增持 52
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AVMC
AMERICAN CENTY ETF TR
+$13.6M
202,578
+1925%
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.9M
138,025
+249%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
9,521
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。
建仓
—
ASML HOLDING N V
+$2.1M
1,954
增持
AVNM
AMERICAN CENTY ETF TR
+$1.6M
338,676
+3%
建仓
GFLW
VICTORY PORTFOLIOS II
+$1.4M
51,129
增持
GOOG
ALPHABET INC
+$1.4M
19,621
+0%
减持
IAU
ISHARES GOLD TR
+$1.4M
199,719
-2%
减持
TSLA
TESLA INC
-$1.4M
14,554
-18%
建仓
RIO
RIO TINTO PLC
+$1.4M
17,177
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
9,988
+3%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
168,788
-3%
清仓
COWZ
PACER FDS TR
-$1.1M
0
-100%
增持
ARKW
ARK ETF TR
+$666.8K
32,645
+37%
增持
AMAT
APPLIED MATLS INC
+$625.2K
11,562
+1%
增持
MSFT
MICROSOFT CORP
-$623.2K
22,003
+1%
减持
AAPL
APPLE INC
+$553.7K
50,626
-2%
增持
CRWV
COREWEAVE INC
-$550.4K
31,542
+54%
减持
QQQ
INVESCO QQQ TR
+$542.9K
39,783
-0%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$501.2K
59,430
-20%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$496.3K
32,905
-2%
减持
HD
HOME DEPOT INC
-$492.9K
6,044
-5%
增持
LEU
CENTRUS ENERGY CORP
+$478.2K
3,215
+230%
减持
AMD
ADVANCED MICRO DEVICES INC
+$452.4K
10,446
-5%
清仓
MSTR
STRATEGY INC
-$431.8K
0
-100%
增持
LLY
ELI LILLY & CO
+$399.3K
1,237
+1%
建仓
BALT
INNOVATOR ETFS TRUST
+$386.8K
11,544
增持
OKLO
OKLO INC
-$375.6K
14,818
+15%
增持
AMZN
AMAZON COM INC
+$374.3K
31,508
+0%
增持
ORCL
ORACLE CORP
+$351.1K
5,247
+120%
增持
ALAB
ASTERA LABS INC
+$343.2K
32,755
+26%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$342.1K
21,496
-6%
建仓
CIFR
CIPHER MINING INC
+$339.6K
23,010
增持
ARTY
ISHARES TR
+$314.8K
51,886
+9%
增持
GOOGL
ALPHABET INC
+$283.7K
3,620
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$267.1K
5,295
+5%
建仓
NFLX
NETFLIX INC
+$260.6K
2,779
减持
IVV
ISHARES TR
+$256.6K
19,448
-0%
建仓
IBB
ISHARES TR
+$252.1K
1,493
增持
ISRG
INTUITIVE SURGICAL INC
+$250.8K
2,098
+0%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$247.6K
4,213
增持
JOET
VIRTUS ETF TR II
+$245.8K
41,491
+19%
减持
IJR
ISHARES TR
-$232.2K
21,985
-9%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$209.5K
6,546
-20%
增持
QBTS
D-WAVE QUANTUM INC
+$207.5K
39,438
+18%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$204.8K
47,752
-7%
增持
VTI
VANGUARD INDEX FDS
+$204.7K
1,555
+61%
建仓
WFC
WELLS FARGO CO NEW
+$203.1K
2,179
建仓
SLV
ISHARES SILVER TR
+$202.8K
3,148
减持
CAT
CATERPILLAR INC
+$202.4K
3,011
-6%
建仓
IVW
ISHARES TR
+$200.5K
1,627
清仓
S
SENTINELONE INC
-$197.4K
0
-100%
增持
RGTI
RIGETTI COMPUTING INC
-$195.9K
42,259
+11%
增持
VRT
VERTIV HOLDINGS CO
+$195.5K
16,974
+0%
减持
FCX
FREEPORT-MCMORAN INC
+$189.3K
18,113
-3%
减持
—
EXXON MOBIL CORP
+$184.7K
25,847
-0%
减持
AVUS
AMERICAN CENTY ETF TR
-$172.9K
12,381
-14%
增持
GEV
GE VERNOVA INC
+$153.6K
902
+27%
增持
META
META PLATFORMS INC
-$147.5K
2,264
+1%
增持
COST
COSTCO WHSL CORP NEW
-$142.9K
3,091
+2%
减持
—
CARNIVAL CORP
-$135.9K
12,825
-30%
增持
ITA
ISHARES TR
+$133.4K
4,599
+13%
减持
EEMA
ISHARES INC
-$130.0K
11,630
-13%
减持
WMT
WALMART INC
+$128.4K
16,106
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$120.7K
1,200
+2%
减持
SHOP
SHOPIFY INC
+$114.9K
10,052
-1%
增持
PANW
PALO ALTO NETWORKS INC
-$114.6K
9,706
+4%
减持
SHW
SHERWIN WILLIAMS CO
-$113.9K
840
-25%
增持
IONQ
IONQ INC
-$109.0K
13,039
+16%
减持
CRM
SALESFORCE INC
+$104.4K
7,834
-6%
减持
—
NEBIUS GROUP N.V.
-$94.0K
2,747
-5%
减持
VYM
VANGUARD WHITEHALL FDS
-$90.7K
28,788
-4%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$85.5K
25,026
+1%
增持
TOST
TOAST INC
+$81.9K
8,783
+39%
减持
PCLO
VIRTUS ETF TR II
-$81.2K
13,236
-20%
增持
C
CITIGROUP INC
+$80.6K
4,288
+4%
减持
AVGO
BROADCOM INC
+$73.2K
10,635
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$72.9K
1,832
+19%
增持
IYM
ISHARES TR
+$66.0K
2,868
+13%
增持
NOW
SERVICENOW INC
-$65.5K
3,345
+433%
增持
HOOD
ROBINHOOD MKTS INC
+$65.3K
2,350
+68%
增持
PG
PROCTER AND GAMBLE CO
+$55.8K
3,073
+23%
减持
GLD
SPDR GOLD TR
+$53.8K
1,752
-3%
减持
SYLD
CAMBRIA ETF TR
-$52.8K
6,897
-11%
减持
IWP
ISHARES TR
-$52.2K
8,705
-0%
增持
RCAT
RED CAT HLDGS INC
+$51.6K
20,697
+90%
减持
ARKQ
ARK ETF TR
+$49.5K
16,209
-0%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$49.2K
35,966
-1%
建仓
PMI
PICARD MEDICAL INC
+$49.2K
28,116
增持
IEO
ISHARES TR
-$42.6K
16,052
+1%
减持
USMV
ISHARES TR
-$40.3K
27,859
-0%
减持
AVEM
AMERICAN CENTY ETF TR
+$38.4K
21,202
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$38.1K
11,921
-1%
减持
JNJ
JOHNSON & JOHNSON
+$36.9K
2,617
-4%
减持
DAL
DELTA AIR LINES INC DEL
+$33.7K
9,031
-14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$33.6K
6,823
+9%
减持
IUSV
ISHARES TR
+$31.7K
40,110
-2%
增持
IYE
ISHARES TR
+$27.7K
21,654
+3%
增持
JAAA
JANUS DETROIT STR TR
+$25.3K
18,204
+3%
减持
RTX
RTX CORPORATION
+$25.2K
4,174
-6%
增持
IBRX
IMMUNITYBIO INC
+$24.7K
25,500
+143%
减持
V
VISA INC
+$24.1K
4,136
-1%
减持
ABT
ABBOTT LABS
-$22.7K
2,238
-1%
减持
VTV
VANGUARD INDEX FDS
-$22.6K
6,364
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$21.2K
10,907
+7%
增持
NET
CLOUDFLARE INC
-$19.8K
6,350
+7%
减持
ITW
ILLINOIS TOOL WKS INC
-$19.4K
1,000
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$18.4K
15,266
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$18.3K
6,642
-18%
增持
NFLT
ETFIS SER TR I
+$16.4K
31,174
+2%
减持
ABBV
ABBVIE INC
-$16.0K
4,165
-0%
减持
NVTS
NAVITAS SEMICONDUCTOR CORP
-$15.9K
28,307
-6%
减持
SOXX
ISHARES TR
+$15.6K
981
-5%
减持
VUG
VANGUARD INDEX FDS
-$14.4K
2,090
-3%
减持
CEG
CONSTELLATION ENERGY CORP
+$14.0K
932
-3%
减持
IEFA
ISHARES TR
+$13.6K
10,900
-1%
减持
IYF
ISHARES TR
+$13.2K
9,131
-1%
减持
IJS
ISHARES TR
+$12.9K
9,194
-2%
减持
IJH
ISHARES TR
-$12.7K
19,472
-2%
清仓
DVLT
DATAVAULT AI INC
-$12.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.7K
1,611
-1%
增持
—
IREN LIMITED
-$10.4K
12,659
+22%
减持
IWD
ISHARES TR
-$8.8K
1,653
-6%
增持
SYY
SYSCO CORP
-$7.8K
6,402
+10%
减持
PNC
PNC FINL SVCS GROUP INC
+$6.6K
2,650
-3%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$5.7K
18,021
-2%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$5.7K
2,959
-0%
增持
CVX
CHEVRON CORP NEW
-$5.4K
14,645
+2%
减持
AXP
AMERICAN EXPRESS CO
-$4.6K
1,013
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.3K
1,831
-1%
减持
IWF
ISHARES TR
+$1.6K
1,381
-1%
减持
IWM
ISHARES TR
-$752
973
-2%
减持
IWV
ISHARES TR
+$0
2,587
-2%
