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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 140 项
建仓 10
增持 68
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AVNM
AMERICAN CENTY ETF TR
+$4.1M
380,960
+12%
减持
NVDA
NVIDIA CORPORATION
-$3.9M
158,150
-6%
减持
QQQ
INVESCO QQQ TR
-$2.9M
37,302
-6%
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
MSFT
MICROSOFT CORP
-$2.7M
21,566
-2%
建仓
IEMG
ISHARES INC
+$2.2M
32,215
清仓
CRM
SALESFORCE INC
-$2.1M
0
-100%
建仓
REMX
VANECK ETF TRUST
+$1.9M
21,540
建仓
IEZ
ISHARES TR
+$1.5M
52,316
增持
AVMC
AMERICAN CENTY ETF TR
+$1.4M
217,157
+7%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.4M
31,985
-3%
增持
—
EXXON MOBIL CORP
+$1.3M
26,177
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$922.1K
148,155
+7%
减持
AMZN
AMAZON COM INC
-$856.2K
30,817
-2%
增持
ITA
ISHARES TR
+$852.5K
8,411
+83%
增持
ALAB
ASTERA LABS INC
-$827.6K
42,181
+29%
增持
AAPL
APPLE INC
-$795.1K
51,104
+1%
减持
AMAT
APPLIED MATLS INC
+$782.6K
10,983
-5%
增持
TSLA
TESLA INC
-$770.5K
15,534
+7%
减持
VRT
VERTIV HOLDINGS CO
+$733.9K
13,903
-18%
增持
ARKW
ARK ETF TR
-$704.7K
34,143
+5%
减持
CVX
CHEVRON CORPORATION
+$687.6K
14,111
-4%
减持
GOOG
ALPHABET INC
-$667.6K
19,137
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$656.6K
21,632
+1%
减持
DIA
STATE STR SPDR DOW JONES IND
-$643.6K
2,769
-31%
建仓
XBI
SPDR SERIES TRUST
+$547.1K
4,283
建仓
CNEQ
THE ALGER ETF TRUST
+$539.5K
17,337
清仓
NOW
SERVICENOW INC
-$512.4K
0
-100%
减持
IEO
ISHARES TR
+$506.9K
15,530
-3%
增持
IXC
ISHARES TR
+$479.9K
12,807
+108%
减持
—
ASML HLDG NV
+$465.3K
1,935
-1%
增持
IEFA
ISHARES TR
+$436.6K
15,594
+43%
增持
IVV
ISHARES TR
-$430.9K
19,733
+1%
增持
QBTS
D-WAVE QUANTUM INC
-$428.5K
41,775
+6%
减持
AVGO
BROADCOM INC
-$411.7K
10,562
-1%
增持
CAT
CATERPILLAR INC
+$410.5K
3,015
+0%
增持
SHOP
SHOPIFY INC
-$409.9K
10,185
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$400.2K
20,358
+33%
增持
JOET
VIRTUS ETF TR II
+$387.0K
53,201
+28%
减持
JPM
JPMORGAN CHASE & CO
-$375.4K
11,789
-1%
减持
IYE
ISHARES TR
+$372.9K
21,647
-0%
增持
ARTY
ISHARES TR
+$369.1K
61,658
+19%
增持
GFLW
VICTORY PORTFOLIOS II
+$360.6K
68,466
+34%
清仓
INTU
INTUIT
-$351.7K
0
-100%
增持
IYM
ISHARES TR
+$334.6K
4,412
+54%
清仓
TOST
TOAST INC
-$311.9K
0
-100%
减持
DSI
ISHARES TR
-$308.9K
9,004
-17%
减持
ORCL
ORACLE CORP
-$308.2K
4,857
-7%
增持
RGTI
RIGETTI COMPUTING INC
-$307.7K
44,750
+6%
减持
COST
COSTCO WHOLESALE CORPORATION
+$294.9K
2,971
-4%
增持
WMT
WALMART INC
+$278.5K
16,679
+4%
减持
LEU
CENTRUS ENERGY CORP
-$266.1K
2,963
-8%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$263.5K
9,341
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$262.5K
18,307
+68%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$262.1K
5,153
-3%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$255.9K
45,355
-5%
增持
IBRX
IMMUNITYBIO INC
+$255.2K
39,860
+56%
增持
OKLO
OKLO INC
-$251.6K
16,370
+10%
增持
CRWV
COREWEAVE INC
+$250.7K
32,441
+3%
增持
GEV
GE VERNOVA INC
+$248.5K
960
+6%
清仓
BITW
BITWISE 10 CRYPTO INDEX ETF
-$247.6K
0
-100%
建仓
GNOM
GLOBAL X FDS
+$244.4K
5,586
增持
AVUS
AMERICAN CENTY ETF TR
+$231.1K
14,526
+17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$230.9K
2,945
+61%
清仓
—
NEBIUS GROUP N.V.
-$229.9K
0
-100%
建仓
MCD
MCDONALDS CORP
+$229.1K
737
建仓
ARKG
ARK ETF TR
+$226.4K
8,568
清仓
IYW
ISHARES TR
-$214.1K
0
-100%
减持
LLY
ELI LILLY & CO
-$213.7K
1,213
-2%
建仓
XAGG
MORGAN STANLEY ETF TRUST
+$209.9K
4,227
建仓
MRK
MERCK & CO INC
+$206.9K
1,720
增持
ISRG
INTUITIVE SURGICAL INC
-$204.5K
2,134
+2%
清仓
TOL
TOLL BROTHERS INC
-$202.8K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$202.8K
0
-100%
清仓
IVW
ISHARES TR
-$200.5K
0
-100%
增持
V
VISA INC
-$200.3K
4,137
+0%
增持
IBB
ISHARES TR
+$198.4K
2,667
+79%
增持
IONQ
IONQ INC
-$191.8K
13,641
+5%
增持
PANW
PALO ALTO NETWORKS INC
-$190.4K
9,964
+3%
减持
MU
MICRON TECHNOLOGY INC
+$173.3K
8,951
-10%
增持
SMMT
SUMMIT THERAPEUTICS INC
+$169.9K
63,784
+7%
增持
VTI
VANGUARD INDEX FDS
+$158.2K
2,118
+36%
增持
FCX
FREEPORT MCMORAN INC
+$157.2K
18,325
+1%
增持
JNJ
JOHNSON & JOHNSON
+$152.4K
2,839
+8%
减持
USMV
ISHARES TR
-$150.7K
26,661
-4%
增持
DAL
DELTA AIR LINES INC
+$145.8K
11,621
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
-$137.9K
10,319
-1%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$135.1K
3,097
+5%
减持
VUG
VANGUARD INDEX FDS
-$132.9K
2,030
-3%
减持
IUSG
ISHARES TR
-$126.0K
8,175
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$125.5K
1,428
-11%
减持
PNC
PNC FINL SVCS GROUP INC
-$124.9K
2,058
-22%
增持
SOXX
ISHARES TR
+$123.9K
1,276
+30%
增持
META
META PLATFORMS INC
-$120.1K
2,403
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$120.0K
1,797
-2%
增持
EEMA
ISHARES INC
+$109.9K
12,570
+8%
增持
GOOGL
ALPHABET INC
+$104.9K
4,305
+19%
增持
ARKQ
ARK ETF TR
+$103.3K
17,446
+8%
增持
EXI
ISHARES TR
+$99.7K
2,515
+24%
增持
IYF
ISHARES TR
-$99.3K
9,162
+0%
减持
RCAT
RED CAT HLDGS INC
+$97.1K
19,956
-4%
减持
IWP
ISHARES TR
-$94.9K
8,563
-2%
减持
FAD
FIRST TR EXCHANGE-TRADED ALP
-$92.2K
24,907
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$91.0K
28,513
-1%
减持
IAU
ISHARES GOLD TR
-$90.3K
182,860
-8%
减持
PCLO
VIRTUS ETF TR II
-$88.5K
9,732
-26%
增持
NET
CLOUDFLARE INC
+$86.4K
6,486
+2%
减持
JAAA
JANUS DETROIT STR TR
-$71.5K
16,861
-7%
减持
IJR
ISHARES TR
+$71.3K
21,828
-1%
减持
CEG
CONSTELLATION ENERGY CORP
-$69.5K
930
-0%
增持
AXP
AMERICAN EXPRESS CO
-$69.5K
1,014
+0%
增持
NFLT
ETFIS SER TR I
+$62.6K
34,325
+10%
减持
—
CARNIVAL CORP
-$60.0K
12,815
-0%
减持
GLD
SPDR GOLD TR
+$57.8K
1,748
-0%
增持
WFC
WELLS FARGO & CO
+$54.7K
3,238
+49%
增持
VTV
VANGUARD INDEX FDS
+$49.4K
6,447
+1%
减持
—
IREN LIMITED
-$49.1K
12,515
-1%
增持
BALT
INNOVATOR ETFS TRUST
+$49.0K
13,025
+13%
减持
GS
GOLDMAN SACHS GROUP INC
-$45.5K
1,193
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$42.2K
20,789
-2%
增持
NFLX
NETFLIX INC.
+$40.3K
3,129
+13%
减持
SYLD
CAMBRIA ETF TR
+$37.5K
6,856
-1%
减持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$28.5K
26,300
-7%
减持
IJH
ISHARES TR
+$26.2K
19,419
-0%
减持
RIO
RIO TINTO PLC
+$25.1K
15,004
-13%
增持
IWD
ISHARES TR
+$23.0K
1,735
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$23.0K
7,296
+7%
增持
ITW
ILLINOIS TOOL WKS INC
+$22.6K
1,033
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$17.8K
19,185
+6%
增持
HD
HOME DEPOT INC
-$17.3K
6,271
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$17.1K
8,015
+22%
增持
ABBV
ABBVIE INC
-$16.7K
4,299
+3%
减持
IJS
ISHARES TR
+$15.8K
8,960
-3%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$13.9K
36,401
+1%
增持
SYY
SYSCO CORP
-$10.0K
6,474
+1%
增持
IUSV
ISHARES TR
-$9.8K
40,127
+0%
减持
RTX
RTX CORPORATION
-$3.8K
3,949
-5%
增持
C
CITIGROUP INC
+$2.9K
4,439
+4%
增持
UPS
UNITED PARCEL SVCS INC
-$2.0K
6,696
+1%
减持
CSCO
CISCO SYS INC
-$1.1K
5,054
-1%
增持
HOOD
ROBINHOOD MKTS INC
+$674
3,845
+64%
