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SK Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SK Wealth Management, LLC

报告期 2026-03-31 · CIK 0001867958

持仓数

77

前50大市值合计

$352.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GPIX GOLDMAN SACHS ETF TR

S&P 500 PREMIUM

$45.8M

909,777

13.0%

DDWM WISDOMTREE TR

DYNAMIC INTL EQT

$41.7M

931,914

11.8%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$40.5M

944,276

11.5%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$34.9M

1,180,825

9.9%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$22.8M

258,309

6.5%

SPIN SSGA ACTIVE TR

STATE STREET US

$17.7M

577,450

5.0%

CGIC CAPITAL GROUP INTERNATIONAL

SHS

$17.5M

520,740

5.0%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$16.7M

408,306

4.7%

CSPF COHEN & STEERS ETF TRUST

PREFERRED AND IN

$9.1M

352,469

2.6%

EVIM MORGAN STANLEY ETF TRUST

EATON VANCE INTE

$8.9M

168,303

2.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$7.5M

96,959

2.1%

CSRE COHEN & STEERS ETF TRUST

REAL ESTATE ACTI

$7.2M

268,815

2.1%

FEMR FIDELITY COVINGTON TRUST

ENHANCED EMRNGS

$7.1M

203,101

2.0%

ESGG FLEXSHARES TR

STOX GBL ESG SLT

$6.8M

33,504

1.9%

IVV ISHARES TR

CORE S&P500 ETF

$6.6M

9,960

1.9%

SUSL ISHARES TR

ESG MSCI LEADR

$5.9M

50,820

1.7%

FFSM FIDELITY COVINGTON TRUST

FUNDAMENTAL SMAL

$5.7M

174,090

1.6%

AAPL APPLE INC

COM

$4.1M

15,995

1.2%

HYBL SSGA ACTIVE TR

STATE STREET BLA

$3.9M

140,337

1.1%

XSOE WISDOMTREE TR

EM EX ST-OWNED

$3.2M

79,057

0.9%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$3.0M

47,355

0.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.7M

10,754

0.8%

CGMS CAPITAL GRP FIXED INCM ETF T

US MULTI-SECTOR

$2.4M

88,468

0.7%

NVDA NVIDIA CORPORATION

COM

$2.2M

12,167

0.6%

SHYM BLACKROCK ETF TRUST II

SHORT DURATION H

$1.9M

86,242

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.9M

2,852

0.5%

MSFT MICROSOFT CORP

COM

$1.8M

4,736

0.5%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$1.7M

2,710

0.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.6M

3,649

0.5%

TOTL SSGA ACTIVE ETF TR

STATE STREET DOU

$1.5M

36,744

0.4%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$1.4M

51,712

0.4%

AMZN AMAZON COM INC

COM

$1.4M

6,598

0.4%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.3M

11,261

0.4%

SUSA ISHARES TR

ESG OPTIMIZED

$1.2M

8,661

0.3%

EMBX VANECK FDS

EMERGING MARKETS

$1.2M

23,080

0.3%

MAR MARRIOTT INTL INC NEW

CL A

$1.2M

3,417

0.3%

FEDM FLEXSHARES TR

ESG & CLM DEVELP

$1.1M

18,849

0.3%

HGER HARBOR ETF TRUST

HARBOR COMMODITY

$1.0M

32,186

0.3%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$948.4K

9,780

0.3%

CSX CSX CORP

COM

$919.2K

22,160

0.3%

CWB SPDR SERIES TRUST

STATE STREET SPD

$886.3K

9,507

0.3%

RWJ INVESCO EXCH TRADED FD TR II

S&P SMALLCAP 600

$825.8K

16,171

0.2%

RTX RTX CORPORATION

COM

$779.4K

3,928

0.2%

NUSC NUSHARES ETF TR

NUVEEN ESG SMLCP

$670.9K

14,704

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$669.2K

2,231

0.2%

TSLA TESLA INC

COM

$551.8K

1,564

0.2%

GOOG ALPHABET INC

CAP STK CL C

$539.6K

1,813

0.2%

DSI ISHARES TR

ESG MSCI KLD 400

$525.8K

4,281

0.1%

QUS SPDR SERIES TRUST

STATE STREET SPD

$485.1K

2,799

0.1%

ILCG ISHARES TR

MORNINGSTAR GRWT

$472.8K

4,865

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

58%前 6 大占比

GPIX13.0%DDWM11.8%CGDV11.5%SCHG9.9%DGRW6.5%SPIN5.0%