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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 79 项建仓 7增持 41减持 28清仓 3

方向

标的

Δ市值

现股数(环比)

增持

GPIX GOLDMAN SACHS ETF TR

+$10.2M

460,005 +66%

增持

SCHG SCHWAB STRATEGIC TR

+$6.5M

987,688 +13%

增持

DDWM WISDOMTREE TR

+$6.0M

165,062 +655%

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

CGDV CAPITAL GROUP DIVIDEND VALUE

+$5.6M

132,177

减持

MOAT VANECK ETF TRUST

-$3.9M

142,361 -24%

减持

HELO J P MORGAN EXCHANGE TRADED F

-$3.5M

178,505 -26%

增持

DGRW WISDOMTREE TR

+$2.4M

308,267 +5%

增持

FEMR FIDELITY COVINGTON TRUST

+$2.3M

110,938 +173%

减持

TCAL T ROWE PRICE ETF INC

-$1.7M

33,635 -67%

增持

IVV ISHARES TR

+$1.7M

9,648 +25%

增持

SPYM SPDR SERIES TRUST

+$1.6M

48,371 +58%

增持

AAPL APPLE INC

+$1.5M

17,528 +25%

增持

LVHI LEGG MASON ETF INVT

+$1.5M

443,582 +4%

增持

SUSL ISHARES TR

+$1.5M

52,805 +21%

建仓

EVIM MORGAN STANLEY ETF TRUST

+$1.1M

21,744

建仓

SPIN SSGA ACTIVE TR

+$1.1M

33,224

减持

RWJ INVESCO EXCH TRADED FD TR II

-$955.8K

95,281 -22%

建仓

CGIC CAPITAL GROUP INTERNATIONAL

+$909.7K

29,420

建仓

QQQ INVESCO QQQ TR

+$803.4K

1,316

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$734.8K

366,601 -3%

增持

CGMU CAPITAL GRP FIXED INCM ETF T

+$680.1K

49,194 +99%

增持

CSRE COHEN & STEERS ETF TRUST

+$564.8K

134,021 +21%

减持

NVDA NVIDIA CORPORATION

+$373.3K

12,822 -0%

增持

FFSM FIDELITY COVINGTON TRUST

+$364.0K

159,177 +4%

减持

TSPA T ROWE PRICE ETF INC

-$292.3K

43,035 -20%

清仓

HON HONEYWELL INTL INC

-$239.7K

0 -100%

增持

TSLA TESLA INC

+$231.6K

1,637 +1%

减持

XSOE WISDOMTREE TR

+$229.2K

88,500 -4%

建仓

AVGO BROADCOM INC

+$227.2K

659

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$203.6K

679

增持

HYBL SSGA ACTIVE TR

+$203.4K

174,342 +5%

减持

DWMF WISDOMTREE TR

-$189.0K

41,565 -13%

减持

VUG VANGUARD INDEX FDS

+$170.4K

3,969 -0%

增持

SPY SPDR S&P 500 ETF TR

+$164.6K

3,358 +0%

增持

CGMS CAPITAL GRP FIXED INCM ETF T

+$158.2K

50,425 +12%

减持

HYD VANECK ETF TRUST

-$152.8K

21,861 -13%

减持

ESGG FLEXSHARES TR

+$150.0K

47,017 -4%

增持

GOOGL ALPHABET INC

+$146.9K

2,258 +0%

增持

CSPF COHEN & STEERS ETF TRUST

+$132.8K

66,202 +7%

清仓

XAODX ABRDN TOTAL DYNAMIC DIVIDEND

-$117.6K

0 -100%

清仓

XEXGX EATON VANCE TAX-MANAGED GLOB

-$111.0K

0 -100%

减持

IVW ISHARES TR

+$110.9K

11,752 -2%

增持

DSI ISHARES TR

+$107.0K

4,794 +12%

减持

MSFT MICROSOFT CORP

+$87.2K

4,859 -0%

减持

GOOG ALPHABET INC

+$83.3K

1,397 -3%

减持

NUSC NUSHARES ETF TR

-$80.2K

36,433 -10%

减持

NUMG NUSHARES ETF TR

-$75.1K

15,805 -9%

增持

RTX RTX CORPORATION

+$64.8K

3,900 +0%

减持

CWB SPDR SERIES TRUST

+$64.5K

10,063 -3%

增持

SUSA ISHARES TR

+$63.3K

7,031 +0%

增持

CSX CSX CORP

+$62.7K

22,005 +0%

增持

XLK SELECT SECTOR SPDR TR

+$44.5K

1,362 +0%

增持

LLY ELI LILLY & CO

+$42.9K

331 +9%

增持

MAR MARRIOTT INTL INC NEW

-$41.7K

3,377 +0%

减持

JNJ JOHNSON & JOHNSON

+$41.2K

1,450 -4%

增持

ILCG ISHARES TR

+$40.8K

4,853 +0%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$39.8K

2,731 +0%

增持

IWF ISHARES TR

+$38.9K

845 +0%

增持

EMTL SSGA ACTIVE TR

+$29.3K

25,670 +2%

增持

PEP PEPSICO INC

+$27.6K

2,398 +1%

增持

VV VANGUARD INDEX FDS

+$26.2K

1,134 +0%

增持

VTI VANGUARD INDEX FDS

+$21.0K

874 +0%

减持

VRP INVESCO EXCH TRADED FD TR II

-$20.0K

23,526 -4%

增持

SIHY HARBOR ETF TRUST

+$16.6K

23,277 +1%

增持

GSLC GOLDMAN SACHS ETF TR

+$16.4K

2,016 +0%

减持

TOTL SSGA ACTIVE ETF TR

+$16.3K

68,884 -1%

增持

VTV VANGUARD INDEX FDS

+$15.9K

1,833 +0%

减持

FEDM FLEXSHARES TR

+$13.6K

64,527 -3%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$12.9K

1,187 +0%

减持

SCHD SCHWAB STRATEGIC TR

-$10.8K

11,771 -2%

减持

IWO ISHARES TR

-$10.6K

1,290 -13%

增持

IWD ISHARES TR

+$10.1K

1,265 +0%

增持

V VISA INC

-$6.1K

604 +0%

增持

DCRE DOUBLELINE ETF TRUST

+$3.6K

4,787 +1%

减持

HD HOME DEPOT INC

-$3.0K

597 -3%

减持

GRNB VANECK ETF TRUST

-$1.9K

8,314 -2%

减持

IWM ISHARES TR

+$1.5K

1,221 -8%

减持

JPM JPMORGAN CHASE & CO.

+$767

711 -7%

增持

— EXXON MOBIL CORP

+$202

2,177 +1%