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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 27增持 51减持 50清仓 22

方向

标的

Δ市值

现股数(环比)

增持

IVW iShares S&P 500 (growth Etf)

+$1.8M

39,673 +79%

增持

PSFF Pacer FDS TR Swan (sos FD Of)

+$1.3M

598,114 +5%

增持

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

+$1.1M

84,763

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

DRSK Aptus Defined Risk ETF

+$1.0M

51,192 +282%

减持

EFV iShares TR EAFE (value Etf)

-$1.0M

31,323 -36%

增持

ACIO Aptus Collard Investment Opportunity

+$990.9K

42,041 +156%

减持

IVV iShares Core S&P 500 (etf)

-$811.9K

14,850 -13%

清仓

COST Costco Wholesale

-$804.7K

0 -100%

建仓

RSP Invesco Exchange (traded FD TR S&P500 Eql WGT)

+$741.0K

4,511

增持

EFG iShares TR EAFE (GRWTH Etf)

+$730.4K

29,991 +33%

增持

NVDA Nvidia Corporation

+$718.1K

18,160 +976%

建仓

BKAG BNY Mellon ETF Trust (core Bond Etf)

+$711.6K

17,179

增持

AAPL Apple Inc

+$684.5K

10,851 +16%

建仓

DBB Invesco DB (multi-Sector Commod Base Metals FD)

+$637.7K

31,662

增持

GOOGL Alphabet Inc Cap STK

+$626.2K

4,776 +196%

增持

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

+$613.1K

36,141 +56%

建仓

DBA Invesco DB (multi-Sector Commod Agriculture FD)

+$533.3K

22,409

减持

FIXD First Trust TCW Opp (fixed In)

-$533.2K

19,209 -38%

增持

GLD SPDR Gold TR Gold (SHS)

+$527.4K

4,299 +123%

增持

IBIT iShares Bitcoin TR (SHS)

+$494.4K

38,867 +89%

清仓

IMCG iShares TR MRGSTR MD (CP GRW)

-$474.9K

0 -100%

增持

MSFT Microsoft

+$470.0K

4,388 +24%

清仓

NFLX Netflix Inc

-$431.9K

0 -100%

建仓

VTI Vanguard Index FDS (vanguard Total STK MKT Etf)

+$428.7K

1,597

建仓

ADME Aptus Drawdown Managed Equity ETF

+$413.9K

9,464

增持

DYNF BlackRock ETF Trust (us EQT Factor)

+$400.8K

63,293 +9%

建仓

FELC Fidelity Enhanced (large Cap Core Etf)

+$397.2K

12,981

建仓

DMBS Doubleline ETF Trust (mortgage ETF Usd)

+$392.8K

8,141

增持

GOOG Alphabet Inc Cap STK

+$367.9K

4,646 +46%

减持

IAUM iShares Gold TR (shares Represent)

-$367.2K

70,447 -22%

清仓

IXC iShares Global (energy Etf)

-$365.3K

0 -100%

建仓

OSCV ETF Series Solutions (opus Small Cap Value Etf)

+$364.1K

10,553

增持

VB Vanguard Small-Cap (index Fund)

+$357.1K

5,616 +47%

建仓

V Visa Inc

+$343.3K

1,308

增持

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

+$338.4K

3,560 +16%

增持

SPYM SPDR Portfolio S&P (500 Etf)

+$335.0K

133,604 +0%

清仓

XLP Consumer Staples (select Sector SPDR)

-$330.4K

0 -100%

减持

QCOM Qualcomm Inc

-$329.0K

1,096 -66%

增持

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

+$324.9K

3,272 +19%

建仓

EQIN Columbia ETF TR I US (equity Income)

+$321.7K

7,316

增持

IEMG iShares Inc Core (msci Emerging MKTS Etf)

+$316.6K

34,196 +17%

建仓

UNH UnitedHealth Group

+$315.4K

619

建仓

DUBS ETF Series Solutions (aptus Large Cap Enhanced Yield Etf)

+$309.7K

10,202

建仓

QQQM Invesco Exch Traded (FD TR II Nasdaq 100 Etf)

+$308.8K

1,567

清仓

— Columbia ETF TR I US (esg Equity)

-$306.3K

0 -100%

建仓

FTSM First TR Exchange (traded FD IV First TR Enhanced Short Short Maturity Etf)

+$299.2K

4,999

建仓

STIP iShares 0-5 Year (tips Bond Etf)

+$290.1K

2,915

建仓

QLTA iShares Trust Aaa - (a Rated Corp BD Etf)

+$288.0K

6,146

增持

VGSH Vanguard Short Term (treasury Etf)

+$281.3K

11,144 +77%

建仓

ADBE Adobe Systems

+$275.1K

495

清仓

JMUB J P Morgan Exchange (traded FD Municipal Etf)

-$274.5K

0 -100%

清仓

IQDG Wisdomtree TR Intl (qulty Div)

-$270.5K

0 -100%

清仓

LQD iShares iBoxx $ (investment Grade Corporate Bond Etf)

-$269.9K

0 -100%

清仓

DLS Wisdomtree (international Smallcap Dividend Fund)

-$268.2K

0 -100%

清仓

DDWM Wisdomtree TR (currncy Int Eq)

-$266.1K

0 -100%

减持

ESGU iShares TR Esg Aware (msci USA Etf)

-$263.9K

5,724 -31%

建仓

IGEB iShares TR (investment Grade)

+$254.7K

5,742

清仓

AMAT Applied Materials

-$250.8K

0 -100%

清仓

DHS Wisdomtree TR US (high Dividend)

-$246.9K

0 -100%

清仓

IWS iShares Russell (mid-Cap Value Etf)

-$244.3K

0 -100%

建仓

PG Procter & Gamble

+$241.6K

1,465

清仓

TFLO iShares Treasury (floating Ra)

-$236.6K

0 -100%

建仓

MU Micron Technology

+$231.9K

1,763

清仓

NOBL ProShares S&P 500 (dividend Aristocrats Etf)

-$229.5K

0 -100%

清仓

MCK Mckesson Corp

-$228.6K

0 -100%

增持

WMT Wal-Mart

+$227.4K

11,067 +28%

建仓

VGLT Vanguard Scottsdale (FDS Long Term Treas)

+$226.7K

3,929

建仓

FANG Diamondback Energy

+$219.8K

1,098

建仓

LOW Lowes Companies Inc

+$218.6K

992

增持

MBB iShares TR MBS ETF

+$212.9K

27,020 +10%

清仓

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

-$212.0K

0 -100%

清仓

FRDM Ea Series Trust (freedom 100 Em)

-$210.7K

0 -100%

清仓

MTUM iShares TR MSCI USA (mmentm)

-$208.2K

0 -100%

建仓

VTEB Vanguard Mun BD FDS (tax Exempt BD)

+$207.2K

4,135

建仓

ROP Roper Technologies

+$204.6K

363

清仓

AMD Advanced Micro

-$204.4K

0 -100%

建仓

BR Broadridge Finl Solu

+$203.1K

1,027

增持

JPM JPMorgan Chase

+$191.5K

2,431 +62%

增持

JUCY Aptus Enhanced Yield

+$187.5K

84,227 +12%

增持

VCIT Vanguard (intermediate Term Corporate Bond Etf)

+$176.4K

5,584 +67%

增持

AMZN Amazon.Com Inc

+$172.4K

5,587 +11%

减持

HEFA iShares Trust (currency Hedged MSCI EAFE Etf)

-$165.6K

14,254 -26%

清仓

FRBP Franklin BSP Capital

-$163.6K

0 -100%

增持

VGT Vanguard World FDS (vanguard Information Technology Etf)

+$158.6K

727 +46%

减持

VYM Vanguard Whitehall (FDS High DIV YLD)

-$155.8K

2,293 -35%

减持

DTD Wisdomtree TR US (total Dividnd)

-$153.8K

2,974 -42%

减持

DGRW Wisdomtree TR (us Quality Divid Growth FD)

-$146.6K

2,697 -42%

增持

AVGO Broadcom Inc Com

+$145.5K

365 +10%

减持

IUSB iShares TR Core (total Usd)

-$137.7K

115,907 -2%

减持

VNQ Vanguard Real (estate Etf)

-$136.1K

4,528 -25%

减持

IWM iShares Russell 2000 (etf)

-$135.1K

1,757 -25%

减持

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

-$134.3K

7,369 -21%

减持

IWX iShares TR Rus TP200 (VL Etf)

-$128.0K

5,309 -23%

减持

TLT iShares TR 20 YR TR (BD Etf)

-$115.5K

31,258 -1%

减持

IEFA iShares Trust Core (msci EAFE Etf)

-$114.6K

8,712 -13%

减持

BNDX Vanguard Charlotte (FDS Total Intl BD Etf)

-$114.0K

27,321 -7%

增持

— ExxonMobil

+$112.9K

3,345 +43%

减持

QUAL iShares TR MSCI USA (QLT FCT)

+$110.8K

27,361 -1%

增持

SMH Vaneck ETF Trust (semiconductr Etf)

+$109.8K

1,241 +31%

减持

VTV Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)

-$108.8K

13,223 -4%

减持

IYW iShares Trust DJ US (technology)

+$105.8K

10,765 -4%

增持

BRK/B Berkshire Hathaway

+$99.1K

2,520 +14%

减持

IWY iShares TR Rus TP200 (GR Etf)

-$94.9K

3,018 -21%

增持

EMXC iShares MSCI Emr MRK (ex Chna)

+$93.6K

15,835 +8%

减持

VMBS Vanguard Scottsdale (FDS MTG-BKD Secs Etf)

-$90.3K

19,518 -9%

增持

SPDW SPDR Portfolio (developed World Ex-US Etf)

+$84.6K

8,130 +45%

减持

BSV Vanguard BD Index (FDS Short TRM Bond)

-$82.9K

16,349 -6%

增持

SHV iShares TR Short (treas BD)

+$75.7K

4,965 +16%

减持

META Meta Platforms Inc

-$70.0K

1,494 -12%

减持

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

+$69.5K

7,227 -6%

减持

USMV iShares TR MSCI USA (min Vol)

-$67.5K

7,390 -10%

减持

TDSC Exchange Listed FDS (TR Cabana Target 10)

-$63.5K

31,638 -7%

减持

AGGY Wisdomtree TR Yield (enhancd Us)

-$60.3K

6,911 -16%

减持

BLV Vanguard BD Index (FDS Long Term Bond)

-$60.2K

8,346 -7%

减持

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

-$58.9K

3,918 -14%

增持

JNJ Johnson & Johnson

+$58.6K

2,062 +34%

减持

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

-$53.7K

4,110 -0%

减持

USIG iShares TR Usd Inv (grde Etf)

-$49.3K

5,198 -15%

减持

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

-$48.8K

9,343 -6%

增持

STLD Steel Dynamics Inc

-$48.1K

2,649 +0%

增持

BINC BlackRock ETF Trust (ii Flexible Income)

+$46.3K

12,142 +8%

减持

SCHD Schwab US Dividend (equity Etf)

-$42.4K

5,884 -6%

减持

FISR Ssga Active TR SPDR (ssga FXD)

-$42.4K

12,356 -11%

增持

PEP Pepsico Inc

+$42.2K

1,630 +26%

减持

IFRA iShares TR US (infrastruc)

-$38.4K

8,586 -7%

增持

SCHZ Schwab Strategic TR (us Aggregate BD Etf)

+$37.5K

38,644 +3%

减持

TSLA Tesla Motors

-$37.0K

1,598 -20%

增持

LMT Lockheed Martin Corp

+$33.4K

556 +12%

增持

KO Coca-Cola

+$32.4K

5,111 +6%

减持

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

-$32.1K

10,312 -13%

减持

BIV Vanguard BD Index (FDS Intermed Term)

-$29.1K

8,541 -4%

增持

SO Southern Co

+$28.2K

3,069 +5%

增持

WLDR Two RDS Shared TR (affinity World)

+$25.2K

17,139 +7%

减持

TIP iShares TIPS Bond (etf)

-$24.4K

2,282 -9%

减持

IXUS iShares TR Core MSCI (total)

-$23.8K

12,410 -2%

增持

AGG iShares Core US (aggregate Bond Etf)

+$23.7K

7,343 +4%

减持

XLSR Ssga Active TR SPDR (ssga US SCT)

-$23.7K

5,118 -10%

减持

FMF First Trust Managed (futures Strategy Fund)

-$22.8K

5,865 -4%

增持

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

+$21.2K

5,990 +4%

增持

F Ford MTR Co Del Com

-$20.4K

44,835 +2%

减持

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

-$19.7K

14,801 -8%

减持

GBIL Goldman Sachs ETF TR (acces Treasury)

-$19.5K

6,104 -2%

增持

— Accenture PLC

+$17.2K

917 +22%

减持

IDUB Aptus International Enhanced Yield

-$16.4K

14,143 -4%

减持

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

-$16.0K

1,995 -8%

减持

COWZ Pacer FDS TR US Cash (cows 100)

-$15.8K

4,681 -0%

减持

QQQ Invesco QQQ TR Unit (ser 1)

-$15.7K

2,147 -9%

增持

— Sirius XM Holdings

-$13.4K

12,900 +0%

增持

GD General Dynamics

+$12.1K

862 +2%

增持

EMB iShares TR JP Mor Em (MK Etf)

+$9.7K

4,975 +4%