MARIPAU WEALTH MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001890698

持仓数

166

前50大市值合计

$177.0M

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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 42增持 54减持 49清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

DYNF BlackRock ETF Trust (us EQT Factor)

+$2.6M

57,887

建仓

IVE iShares S&P 500 (value Etf)

+$1.7M

9,135

增持

IUSB iShares TR Core (total Usd)

+$1.3M

117,987 +32%

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。

TFLO iShares Treasury (floating Ra)

增持

IVW iShares S&P 500 (growth Etf)

+$1.1M

22,129 +106%

增持

PSFF Pacer FDS TR Swan (sos FD Of)

+$896.4K

567,915 +2%

清仓

OEF ISHARES TR

-$881.6K

0 -100%

减持

ESGU iShares TR Esg Aware (msci USA Etf)

-$860.0K

8,237 -52%

建仓

IBIT iShares Bitcoin TR (SHS)

+$832.5K

20,571

建仓

TDSC Exchange Listed FDS (TR Cabana Target 10)

+$829.8K

34,203

建仓

COST Costco Wholesale

+$804.7K

1,098

建仓

HEFA iShares Trust (currency Hedged MSCI EAFE Etf)

+$672.4K

19,278

减持

SPYM SPDR Portfolio S&P (500 Etf)

-$655.5K

133,523 -16%

减持

EFV iShares TR EAFE (value Etf)

-$615.4K

48,968 -22%

清仓

— EXCHANGE LISTED FDS TR

-$606.3K

0 -100%

建仓

ACIO Aptus Collard Investment Opportunity

+$591.1K

16,405

建仓

BINC BlackRock ETF Trust (ii Flexible Income)

+$587.5K

11,200

减持

IEMG iShares Inc Core (msci Emerging MKTS Etf)

-$584.0K

29,340 -29%

减持

NVDA Nvidia Corporation

+$564.6K

1,688 -13%

建仓

QCOM Qualcomm Inc

+$547.4K

3,233

增持

AAPL Apple Inc

+$485.8K

9,336 +61%

增持

EMXC iShares MSCI Emr MRK (ex Chna)

+$477.3K

14,657 +122%

建仓

NFLX Netflix Inc

+$431.9K

711

增持

FIXD First Trust TCW Opp (fixed In)

+$411.5K

31,197 +47%

增持

MSFT Microsoft

+$366.6K

3,544 +19%

清仓

SCHI SCHWAB STRATEGIC TR

-$364.3K

0 -100%

增持

JUCY Aptus Enhanced Yield

+$358.1K

75,308 +27%

建仓

DRSK ETF Ser Solutions (aptus Defined)

+$357.2K

13,399

增持

BRK/B Berkshire Hathaway

+$339.9K

2,202 +34%

建仓

CLSM Exchange Listed (funds Trust Cabana Target Leading Sctor Moderate Etf)

+$328.7K

16,032

增持

SPY SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)

+$315.6K

3,069 +13%

建仓

IDUB Aptus International Enhanced Yield

+$307.2K

14,763

建仓

KO Coca-Cola

+$295.3K

4,828

增持

META Meta Platforms Inc

+$290.6K

1,695 +13%

建仓

JMUB J P Morgan Exchange (traded FD Municipal Etf)

+$274.5K

5,409

建仓

COWZ Pacer FDS TR US Cash (cows 100)

+$272.3K

4,685

建仓

IQDG Wisdomtree TR Intl (qulty Div)

+$270.5K

7,107

建仓

DDWM Wisdomtree TR (currncy Int Eq)

+$266.1K

7,781

建仓

VGT Vanguard World FDS (vanguard Information Technology Etf)

+$261.0K

498

增持

AMZN Amazon.Com Inc

+$250.9K

5,030 +16%

建仓

AMAT Applied Materials

+$250.8K

1,216

建仓

— Aon PLC SHS CL A

+$250.0K

749

建仓

DHS Wisdomtree TR US (high Dividend)

+$246.9K

2,850

建仓

MRK Merck &co. Inc Com

+$246.6K

1,869

建仓

JNJ Johnson & Johnson

+$242.7K

1,534

减持

USIG iShares TR Usd Inv (grde Etf)

-$238.0K

6,111 -43%

增持

VOO Vanguard Index Funds (S&P 500 ETF Usd)

+$231.3K

2,740 +10%

增持

AVGO Broadcom Inc Com

+$229.6K

333 +76%

建仓

NOBL ProShares S&P 500 (dividend Aristocrats Etf)

+$229.5K

2,264

减持

TLT iShares TR 20 YR TR (BD Etf)

-$227.4K

31,541 -3%

建仓

PEP Pepsico Inc

+$226.7K

1,295

增持

VEA Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf)

+$220.3K

61,347 +3%

清仓

MOAT VANECK ETF TRUST

-$214.4K

0 -100%

建仓

SMH Vaneck ETF Trust (semiconductr Etf)

+$213.8K

950

建仓

FRDM Ea Series Trust (freedom 100 Em)

+$210.7K

6,246

增持

IAUM iShares Gold TR (shares Represent)

+$209.7K

90,284 +4%

建仓

MTUM iShares TR MSCI USA (mmentm)

+$208.2K

1,112

清仓

TLH ISHARES TR

-$208.1K

0 -100%

建仓

AMD Advanced Micro

+$204.4K

1,132

减持

USMV iShares TR MSCI USA (min Vol)

-$200.4K

8,232 -28%

减持

IVV iShares Core S&P 500 (etf)

-$193.0K

17,002 -11%

增持

IMCG iShares TR MRGSTR MD (CP GRW)

+$192.7K

6,720 +53%

增持

SHV iShares TR Short (treas BD)

+$185.4K

4,279 +64%

增持

IXUS iShares TR Core MSCI (total)

+$181.5K

12,706 +21%

增持

IYW iShares Trust DJ US (technology)

+$173.0K

11,212 +3%

增持

GOVT iShares TR US Treas (BD Etf)

+$165.0K

32,655 +30%

建仓

FRBP Franklin BSP Capital

+$163.6K

11,293

增持

AGG iShares Core US (aggregate Bond Etf)

+$153.3K

7,035 +30%

增持

SCHD Schwab US Dividend (equity Etf)

+$146.5K

6,261 +33%

增持

DGRW Wisdomtree TR (us Quality Divid Growth FD)

+$141.6K

4,687 +53%

增持

VYM Vanguard Whitehall (FDS High DIV YLD)

+$137.9K

3,535 +36%

减持

TIP iShares TIPS Bond (etf)

-$132.0K

2,495 -33%

减持

LQD iShares iBoxx $ (investment Grade Corporate Bond Etf)

-$126.5K

2,478 -31%

增持

FTLS First TR (exchange-Traded FD III First TR Long/Short Equity)

+$123.9K

5,477 +44%

增持

XLP Consumer Staples (select Sector SPDR)

+$116.8K

4,327 +46%

增持

WMT Wal-Mart

+$113.7K

8,674 +235%

减持

EFG iShares TR EAFE (GRWTH Etf)

+$102.9K

22,523 -2%

减持

MBB iShares TR MBS ETF

-$99.1K

24,538 -2%

增持

VB Vanguard Small-Cap (index Fund)

+$97.7K

3,815 +5%

减持

— Accenture PLC

-$96.5K

753 -26%

减持

QQQ Invesco QQQ TR Unit (ser 1)

-$96.1K

2,355 -16%

减持

QUAL iShares TR MSCI USA (QLT FCT)

+$92.2K

27,754 -9%

减持

SCHZ Schwab Strategic TR (us Aggregate BD Etf)

-$89.3K

37,477 -4%

减持

VTV Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)

+$84.7K

13,774 -5%

增持

WLDR Two RDS Shared TR (affinity World)

+$82.5K

16,073 +5%

增持

IXC iShares Global (energy Etf)

+$79.2K

8,505 +16%

增持

IEFA iShares Trust Core (msci EAFE Etf)

+$78.2K

10,071 +6%

增持

— ExxonMobil

+$71.0K

2,341 +16%

减持

STLD Steel Dynamics Inc

+$68.3K

2,646 -4%

减持

XMHQ Invesco Exchange (traded FD TR S&P MDCP Quality)

+$67.1K

4,112 -5%

增持

TSLA Tesla Motors

+$60.0K

2,009 +70%

增持

PH Parker-Hannifin Corp

+$51.8K

501 +2%

建仓

— Sirius XM Holdings

+$49.9K

12,869

减持

F Ford MTR Co Del Com

+$44.4K

43,870 -1%

增持

IWM iShares Russell 2000 (etf)

+$42.5K

2,338 +5%

减持

BNDX Vanguard Charlotte (FDS Total Intl BD Etf)

-$42.3K

29,351 -2%

增持

IJH iShares Core S&P (mid-Cap Etf)

+$42.3K

9,311 +393%

减持

BSV Vanguard BD Index (FDS Short TRM Bond)

-$36.1K

17,437 -2%

增持

FMF First Trust Managed (futures Strategy Fund)

+$35.8K

6,094 +3%

增持

DTD Wisdomtree TR US (total Dividnd)

+$33.5K

5,153 +2%

减持

VIG Vanguard Specialized (funds DIV App Etf)

-$32.6K

1,422 -17%

减持

BIV Vanguard BD Index (FDS Intermed Term)

-$28.6K

8,869 -3%

减持

MCK Mckesson Corp

+$28.2K

426 -2%

增持

— Columbia ETF TR I US (esg Equity)

+$27.8K

6,878 +0%

增持

FAAR First TR Exchange (trad FD VII Alt Abslt STRG)

+$26.5K

9,663 +5%

减持

JPM JPMorgan Chase

+$26.1K

1,498 -7%

减持

VCIT Vanguard (intermediate Term Corporate Bond Etf)

-$24.9K

3,352 -8%

增持

EMB iShares TR JP Mor Em (MK Etf)

+$24.1K

4,801 +5%

增持

GD General Dynamics

+$23.7K

842 +2%

增持

XLSR Ssga Active TR SPDR (ssga US SCT)

+$23.5K

5,699 +0%

增持

DLS Wisdomtree (international Smallcap Dividend Fund)

+$23.4K

4,112 +7%

减持

MINT PIMCO ETF Trust (enhanced Short Maturity Active ETF Usd)

-$22.8K

2,157 -10%

建仓

NWBO Northwest

+$20.5K

39,493

减持

IAU iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)

-$20.1K

5,759 -14%

增持

VWO Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)

+$20.1K

23,184 +0%

减持

IEF iShares TR 7-10 YR (TRSY BD)

-$18.4K

2,679 -5%

减持

AGGY Wisdomtree TR Yield (enhancd Us)

-$18.2K

8,231 -3%

减持

GLD SPDR Gold TR Gold (SHS)

+$17.6K

1,930 -3%

减持

IWS iShares Russell (mid-Cap Value Etf)

+$16.5K

1,949 -1%

减持

VUG Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR)

-$15.1K

7,661 -10%

减持

IFRA iShares TR US (infrastruc)

+$14.1K

9,226 -4%

减持

GOOG Alphabet Inc Cap STK

-$13.5K

3,180 -10%

增持

FISR Ssga Active TR SPDR (ssga FXD)

+$13.1K

13,912 +5%

减持

RPHS Two RDS Shared TR (regents PK HDGD)

+$12.5K

17,150 -1%

增持

BIL SPDR Bloomberg 1-3 (month T-Bill Etf)

+$12.3K

4,558 +3%

减持

SPDW SPDR Portfolio (developed World Ex-US Etf)

-$12.1K

5,596 -10%

增持

VMBS Vanguard Scottsdale (FDS MTG-BKD Secs Etf)

-$10.3K

21,407 +1%

减持

GOOGL Alphabet Inc Cap STK

+$9.7K

1,615 -4%

增持

VNQ Vanguard Real (estate Etf)

+$8.4K

6,014 +4%

增持

SO Southern Co

+$7.4K

2,926 +1%

增持

VGSH Vanguard Short Term (treasury Etf)

+$6.7K

6,285 +2%

减持

VCSH Vanguard Scottsdale (FDS Vanguard Short-Term Corporate BD Index FD ETF SHS)

-$6.1K

9,970 -1%

减持

IWY iShares TR Rus TP200 (GR Etf)

-$5.8K

3,805 -11%

减持

BOND PIMCO ETF TR Active (BD Etf)

-$5.5K

3,071 -1%

增持

BLV Vanguard BD Index (FDS Long Term Bond)

+$5.3K

8,944 +4%

增持

LMT Lockheed Martin Corp

+$4.2K

497 +1%

减持

IWX iShares TR Rus TP200 (VL Etf)

+$3.2K

6,882 -8%

建仓

GMER Good Gaming Inc Com

+$3.1K

142,301

建仓

— Jones Soda Co

+$2.2K

10,050

建仓

ZOMDF Zomedica Corp Com

+$2.2K

15,000

减持

GBIL Goldman Sachs ETF TR (acces Treasury)

+$1.7K

6,248 -1%

减持

LMBS First TR Exchange (traded FD IV Low Duration Opportunities Etf)

-$851

4,395 -0%

减持

QEFA SPDR Index SHS FDS (msci EAFE STRTGC)

-$685

3,928 -4%

建仓

— Fisker Inc CL A Com

+$207

10,000

建仓

— Exxe Group Inc Com

+$150

100,000

减持

PGHY Invesco Exch Traded (FD TR II GBL SRT TRM HY)

+$58

11,829 -1%

建仓

— Ozop Energy

+$13

12,000

建仓

— Western Gold & Silve

+$0

150,000

建仓

— Golden Age Minerals

+$0

300,000

建仓

— Fonar Corporation

+$0

40,792