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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

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 80 项建仓 9增持 45减持 23清仓 3

方向

标的

Δ市值

现股数(环比)

增持

SCHG SCHWAB STRATEGIC TR

+$8.1M

871,180 +14%

增持

GPIX GOLDMAN SACHS ETF TR

+$5.2M

276,514 +37%

增持

DGRW WISDOMTREE TR

+$3.7M

293,373 +2%

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

IVV ISHARES TR

+$2.6M

7,745 +80%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$2.1M

378,881 +3%

增持

HYBL SSGA ACTIVE TR

+$1.9M

166,742 +61%

增持

CSRE COHEN & STEERS ETF TRUST

+$1.7M

110,882 +133%

建仓

CSPF COHEN & STEERS ETF TRUST

+$1.6M

62,075

增持

LVHI LEGG MASON ETF INVT

+$1.5M

426,518 +3%

增持

FFSM FIDELITY COVINGTON TRUST

+$1.4M

153,131 +22%

减持

MOAT VANECK ETF TRUST

+$1.4M

187,805 -10%

清仓

PSK SPDR SER TR

-$1.2M

0 -100%

增持

DWMF WISDOMTREE TR

+$1.2M

47,848 +312%

建仓

FEMR FIDELITY COVINGTON TRUST

+$1.1M

40,607

减持

ESGG FLEXSHARES TR

+$1.0M

48,793 -5%

增持

SUSL ISHARES TR

+$978.0K

43,736 +2%

建仓

DDWM WISDOMTREE TR

+$876.1K

21,860

减持

NVDA NVIDIA CORPORATION

+$819.7K

12,867 -2%

增持

MSFT MICROSOFT CORP

+$753.4K

4,868 +3%

减持

HELO J P MORGAN EXCHANGE TRADED F

+$711.6K

239,643 -4%

增持

SPYM SPDR SERIES TRUST

+$670.0K

30,688 +17%

增持

AAPL APPLE INC

+$526.3K

14,034 +11%

增持

TSPA T ROWE PRICE ETF INC

+$473.1K

53,755 +6%

增持

XSOE WISDOMTREE TR

+$432.2K

91,809 +0%

减持

VUG VANGUARD INDEX FDS

+$374.4K

3,979 -2%

增持

SPY SPDR S&P 500 ETF TR

+$374.2K

3,348 +0%

增持

AMZN AMAZON COM INC

+$347.4K

6,234 +0%

减持

FEDM FLEXSHARES TR

+$326.6K

66,756 -1%

减持

IVW ISHARES TR

+$289.7K

11,937 -1%

清仓

UNH UNITEDHEALTH GROUP INC

-$256.6K

0 -100%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$253.1K

2,722 +0%

减持

VRTX VERTEX PHARMACEUTICALS INC

-$251.7K

927 -36%

建仓

GSLC GOLDMAN SACHS ETF TR

+$246.6K

2,012

建仓

HON HONEYWELL INTL INC

+$239.7K

1,004

建仓

IXN ISHARES TR

+$232.7K

2,484

清仓

IAGG ISHARES TR

-$224.0K

0 -100%

增持

TCAL T ROWE PRICE ETF INC

+$216.7K

101,103 +7%

建仓

JPM JPMORGAN CHASE & CO.

+$216.4K

764

建仓

V VISA INC

+$215.8K

603

增持

MAR MARRIOTT INTL INC NEW

+$215.6K

3,368 +0%

减持

RWJ INVESCO EXCH TRADED FD TR II

-$211.0K

121,756 -22%

建仓

GRNB VANECK ETF TRUST

+$204.3K

8,474

增持

SUSA ISHARES TR

+$196.4K

7,018 +6%

增持

CGMS CAPITAL GRP FIXED INCM ETF T

+$196.3K

44,929 +15%

减持

IWM ISHARES TR

-$140.2K

1,332 -44%

增持

CSX CSX CORP

+$135.2K

21,918 +1%

增持

ILCG ISHARES TR

+$111.3K

4,847 +0%

增持

DSI ISHARES TR

+$99.9K

4,270 +0%

增持

ESGE ISHARES INC

+$94.7K

8,154 +21%

减持

XLK SELECT SECTOR SPDR TR

+$89.2K

1,360 -2%

增持

RTX RTX CORPORATION

+$83.0K

3,883 +1%

增持

SIHY HARBOR ETF TRUST

+$71.0K

23,038 +4%

增持

TOTL SSGA ACTIVE ETF TR

+$68.8K

69,583 +2%

减持

TSLA TESLA INC

+$68.0K

1,627 -10%

减持

NUMG NUSHARES ETF TR

+$65.8K

17,370 -13%

增持

QUS SPDR SERIES TRUST

+$65.2K

3,382 +1%

减持

GOOGL ALPHABET INC

+$61.1K

2,256 -1%

增持

VV VANGUARD INDEX FDS

+$59.0K

1,131 +0%

减持

NUSC NUSHARES ETF TR

+$56.8K

40,297 -14%

增持

GOOG ALPHABET INC

+$49.0K

1,436 +4%

减持

IWO ISHARES TR

+$40.8K

1,475 -11%

增持

VTV VANGUARD INDEX FDS

+$37.1K

1,824 +1%

增持

IWD ISHARES TR

+$34.9K

1,262 +3%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$32.4K

1,182 +0%

减持

JNJ JOHNSON & JOHNSON

-$31.5K

1,510 -11%

增持

SCHD SCHWAB STRATEGIC TR

+$30.3K

12,043 +1%

增持

HYD VANECK ETF TRUST

+$23.7K

25,183 +1%

减持

VTI VANGUARD INDEX FDS

+$23.5K

871 -10%

增持

XEXGX EATON VANCE TAX-MANAGED GLOB

+$20.0K

12,504 +2%

增持

HD HOME DEPOT INC

+$20.0K

616 +2%

减持

EMTL SSGA ACTIVE TR

+$19.8K

25,281 -0%

增持

XAODX ABRDN TOTAL DYNAMIC DIVIDEND

+$18.3K

13,129 +3%

减持

— EXXON MOBIL CORP

+$13.1K

2,158 -2%

减持

VRP INVESCO EXCH TRADED FD TR II

-$11.6K

24,563 -5%

减持

CWB SPDR SERIES TRUST

+$11.5K

10,393 -10%

减持

CGMU CAPITAL GRP FIXED INCM ETF T

-$8.3K

24,780 -3%

增持

PEP PEPSICO INC

-$6.6K

2,375 +3%

增持

ORLY OREILLY AUTOMOTIVE INC

+$5.8K

4,275 +1400%

增持

LLY ELI LILLY & CO

-$4.1K

305 +2%

增持

DCRE DOUBLELINE ETF TRUST

+$3.4K

4,728 +1%