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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 13增持 58减持 62清仓 17

方向

标的

Δ市值

现股数(环比)

增持

SPYM SPDR Portfolio S&P (500 Etf)

+$2.2M

243,925 +22%

增持

DMBS Doubleline ETF Trust (mortgage ETF Usd)

+$1.9M

51,371 +292%

增持

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

+$1.7M

203,332

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

UPSD ETF Series Solutions (aptus Large Cap Upside Etf)

+$1.5M

65,478

增持

DRSK Aptus Defined Risk ETF

+$1.4M

170,321 +45%

增持

ACIO Aptus Collard Investment Opportunity

+$1.4M

191,218 +28%

减持

IVV iShares Core S&P 500 (etf)

-$1.3M

7,296 -20%

减持

NVDA Nvidia Corporation

-$1.2M

19,554 -20%

增持

BKAG BNY Mellon ETF Trust (core Bond Etf)

+$1.2M

115,299 +29%

建仓

FRDM Ea Series Trust (freedom 100 Em)

+$1.1M

30,358

减持

JUCY Aptus Enhanced Yield

-$992.4K

80,933 -35%

减持

QUAL iShares TR MSCI USA (QLT FCT)

-$958.6K

12,782 -28%

增持

IBIT iShares Bitcoin TR (SHS)

+$949.9K

92,650 +45%

清仓

FIXD First Trust TCW Opp (fixed In)

-$805.7K

0 -100%

减持

MBB iShares TR MBS ETF

-$788.7K

22,216 -29%

增持

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

+$718.9K

6,761 +143%

增持

V Visa Inc

+$621.3K

3,544 +80%

建仓

PGF Invesco Exchange (traded FD TR Finl PFD Etf)

+$551.2K

38,599

增持

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

+$549.9K

21,993 +18%

减持

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

-$543.6K

4,730 -16%

清仓

FDN First TR Exchange (traded FD Dow Jones Internet Index FD)

-$534.5K

0 -100%

建仓

CPRY Calamos ETF Trust (russell 2000 Structured Alt Protect)

+$520.8K

21,219

清仓

WLDR Two RDS Shared TR (affinity World)

-$501.1K

0 -100%

增持

IDUB Aptus International Enhanced Yield

+$498.6K

84,423 +34%

减持

AMZN Amazon.Com Inc

-$492.2K

7,939 -13%

清仓

IWM iShares Russell 2000 (etf)

-$482.3K

0 -100%

建仓

COST Costco Wholesale

+$481.5K

509

增持

OSCV ETF Series Solutions (opus Small Cap Value Etf)

+$479.5K

59,799 +38%

减持

VGSH Vanguard Short Term (treasury Etf)

-$467.8K

24,841 -25%

减持

IUSB iShares TR Core (total Usd)

-$467.0K

78,756 -13%

增持

GLD SPDR Gold TR Gold (SHS)

+$429.0K

2,430 +117%

减持

CVX Chevron Corp.

-$425.7K

1,234 -72%

减持

GBIL Goldman Sachs ETF TR (acces Treasury)

-$408.8K

2,463 -62%

减持

TSLA Tesla Motors

-$393.0K

1,968 -12%

减持

IVW iShares S&P 500 (growth Etf)

-$388.5K

17,723 -12%

增持

MA Mastercard

+$384.0K

1,082 +173%

减持

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

-$376.2K

4,730 -51%

建仓

GE General Electric Co

+$362.9K

1,810

增持

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

+$362.5K

54,485 +33%

增持

CI CIGNA Corp New Com

+$352.1K

1,796 +108%

清仓

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

-$349.3K

0 -100%

增持

ADME Aptus Drawdown Managed Equity ETF

+$339.9K

49,288 +25%

清仓

EQIN Columbia ETF TR I US (equity Income)

-$316.9K

0 -100%

清仓

BOND PIMCO ETF TR Active (BD Etf)

-$313.1K

0 -100%

清仓

VGIT Vanguard Scottsdale (FDS Inter Term Treas)

-$309.6K

0 -100%

减持

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

-$298.3K

72,800 -11%

增持

AAPL Apple Inc

-$293.6K

11,640 +1%

清仓

QEFA SPDR Index SHS FDS (msci EAFE STRTGC)

-$286.9K

0 -100%

增持

META Meta Platforms Inc

+$282.9K

1,805 +40%

减持

DYNF BlackRock ETF Trust (us EQT Factor)

-$275.1K

31,718 -11%

清仓

VIG Vanguard Specialized (funds DIV App Etf)

-$274.2K

0 -100%

增持

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

+$257.1K

5,109 +15%

建仓

MS Morgan Stanley Com

+$252.7K

2,166

清仓

PEP Pepsico Inc

-$245.2K

0 -100%

增持

SCHD Schwab US Dividend (equity Etf)

+$241.0K

31,941 +34%

建仓

XLU Utilities Select (sector SPDR Fund)

+$240.1K

3,045

建仓

ELV Elevance Health Inc

+$237.5K

546

减持

AGG iShares Core US (aggregate Bond Etf)

-$235.2K

3,137 -44%

清仓

KO Coca-Cola

-$233.9K

0 -100%

建仓

CPSD Calamos ETF Trust (S&P 500 Structured Alt Prtction ETF Dec)

+$232.5K

9,728

减持

GOOGL Alphabet Inc Cap STK

-$231.8K

3,754 -13%

增持

USMV iShares TR MSCI USA (min Vol)

+$223.4K

8,547 +32%

减持

GOOG Alphabet Inc Cap STK

-$223.0K

1,458 -38%

建仓

HDEF DBX ETF TR Xtrack (msci Eafe)

+$220.6K

8,130

建仓

SYK Stryker Corporation

+$217.8K

584

减持

VTV Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)

-$217.7K

8,711 -14%

减持

EFG iShares TR EAFE (GRWTH Etf)

-$213.2K

14,750 -15%

增持

PGR Progressive Corp Com

+$211.3K

2,111 +31%

清仓

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

-$210.5K

0 -100%

清仓

IFRA iShares TR US (infrastruc)

-$207.6K

0 -100%

增持

CHE Chemed Corp New Com

+$207.4K

919 +36%

清仓

DGRW Wisdomtree TR (us Quality Divid Growth FD)

-$204.9K

0 -100%

清仓

DTD Wisdomtree TR US (total Dividnd)

-$203.3K

0 -100%

建仓

CPNQ Calamos ETF Trust (nasdaq 100 Structured Alt Protection Etf)

+$203.1K

8,321

增持

MSTR Microstrategy Inc Class A

+$202.9K

1,870 +61%

清仓

AGGY Wisdomtree TR Yield (enhancd Us)

-$201.8K

0 -100%

减持

IYW iShares Trust DJ US (technology)

-$199.4K

4,906 -12%

减持

ESGU iShares TR Esg Aware (msci USA Etf)

-$195.0K

2,291 -38%

减持

SCHZ Schwab Strategic TR (us Aggregate BD Etf)

-$190.0K

44,559 -17%

增持

ROP Roper Technologies

+$184.8K

919 +34%

增持

JNJ Johnson & Johnson

+$179.2K

2,692 +46%

减持

SHV iShares TR Short (treas BD)

-$175.0K

5,402 -23%

减持

TLT iShares TR 20 YR TR (BD Etf)

-$174.9K

10,331 -19%

减持

AVGO Broadcom Inc Com

-$167.8K

2,448 -2%

增持

FANG Diamondback Energy

+$166.1K

3,410 +47%

增持

VGLT Vanguard Scottsdale (FDS Long Term Treas)

+$165.6K

12,282 +25%

增持

JPM JPMorgan Chase

+$159.8K

4,823 +13%

减持

NFLX Netflix Inc

-$150.7K

300 -38%

增持

PSFF Pacer FDS TR Swan (sos FD Of)

-$147.7K

575,854 +2%

增持

FELC Fidelity Enhanced (large Cap Core Etf)

+$146.6K

26,996 +28%

增持

BR Broadridge Finl Solu

+$145.8K

2,327 +26%

增持

VTI Vanguard Index FDS (vanguard Total STK MKT Etf)

+$145.3K

2,923 +29%

增持

UNH UnitedHealth Group

+$144.6K

1,108 +29%

增持

PG Procter & Gamble

+$131.8K

2,215 +51%

增持

CPRT Copart Inc Com

+$118.6K

8,988 +32%

减持

BNDX Vanguard Charlotte (FDS Total Intl BD Etf)

-$116.9K

18,742 -11%

减持

LMT Lockheed Martin Corp

-$107.8K

480 -28%

减持

BINC BlackRock ETF Trust (ii Flexible Income)

-$104.7K

12,262 -15%

减持

BRK/B Berkshire Hathaway

-$101.3K

1,981 -22%

减持

IEMG iShares Inc Core (msci Emerging MKTS Etf)

-$100.9K

12,451 -16%

减持

IVE iShares S&P 500 (value Etf)

-$97.4K

4,921 -9%

减持

BSV Vanguard BD Index (FDS Short TRM Bond)

-$93.7K

11,146 -11%

增持

STIP iShares 0-5 Year (tips Bond Etf)

+$91.1K

7,470 +10%

减持

EMXC iShares MSCI Emr MRK (ex Chna)

-$84.8K

11,065 -12%

减持

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

-$82.9K

5,631 -20%

减持

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

-$77.9K

3,397 -24%

增持

— ExxonMobil

+$76.7K

3,658 +10%

减持

IWY iShares TR Rus TP200 (GR Etf)

-$72.7K

2,119 -4%

增持

WMT Wal-Mart

+$71.4K

13,184 +10%

增持

PWR Quanta Services Com

+$70.3K

1,755 +48%

减持

EFV iShares TR EAFE (value Etf)

-$65.6K

30,589 -14%

减持

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

-$61.2K

3,590 -16%

增持

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

+$57.5K

3,222 +9%

减持

GOVT iShares TR US Treas (BD Etf)

-$55.9K

25,121 -9%

减持

VMBS Vanguard Scottsdale (FDS MTG-BKD Secs Etf)

-$54.9K

13,962 -10%

减持

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

+$54.5K

6,226 -1%

增持

VB Vanguard Small-Cap (index Fund)

-$52.7K

13,366 +6%

减持

VYM Vanguard Whitehall (FDS High DIV YLD)

-$52.5K

1,781 -19%

增持

VHT Vanguard Health Care (etf)

+$51.7K

964 +20%

增持

QQQ Invesco QQQ TR Unit (ser 1)

+$51.4K

1,713 +16%

减持

BIV Vanguard BD Index (FDS Intermed Term)

-$42.6K

5,657 -11%

减持

IXUS iShares TR Core MSCI (total)

-$38.1K

8,530 -11%

减持

BLV Vanguard BD Index (FDS Long Term Bond)

-$38.1K

5,754 -11%

减持

IEFA iShares Trust Core (msci EAFE Etf)

-$36.3K

3,524 -18%

减持

IAUM iShares Gold TR (shares Represent)

-$35.3K

16,491 -21%

增持

— Aon PLC SHS CL A

+$34.2K

775 +1%

增持

SMH Vaneck ETF Trust (semiconductr Etf)

+$32.6K

2,392 +22%

增持

STLD Steel Dynamics Inc

+$29.7K

2,657 +0%

减持

XLSR Ssga Active TR SPDR (ssga US SCT)

-$29.6K

4,010 -8%

增持

IMCG iShares TR MRGSTR MD (CP GRW)

+$29.5K

3,778 +19%

增持

VGT Vanguard World FDS (vanguard Information Technology Etf)

-$28.7K

1,327 +10%

减持

PH Parker-Hannifin Corp

-$27.7K

487 -4%

减持

SO Southern Co

+$24.5K

2,670 -1%

增持

MSFT Microsoft

-$22.3K

5,099 +11%

减持

VCIT Vanguard (intermediate Term Corporate Bond Etf)

-$20.0K

4,025 -7%

增持

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

+$17.1K

9,968 +2%

增持

EMB iShares TR JP Mor Em (MK Etf)

+$16.1K

4,710 +2%

减持

FISR Ssga Active TR SPDR (ssga FXD)

-$15.7K

10,576 -7%

增持

HD Home Depot

+$15.5K

606 +14%

减持

FMF First Trust Managed (futures Strategy Fund)

-$14.4K

4,473 -4%

增持

F Ford MTR Co Del Com

+$13.6K

44,742 +2%

增持

GD General Dynamics

+$9.5K

779 +1%

增持

LOW Lowes Companies Inc

-$8.2K

1,128 +3%

减持

USIG iShares TR Usd Inv (grde Etf)

-$6.5K

4,098 -5%

增持

MTUM iShares TR MSCI USA (mmentm)

-$4.6K

1,180 +0%

减持

TDSC Exchange Listed FDS (TR Cabana Target 10)

+$3.8K

31,487 -1%

减持

WFC Wells Fargo Co New

+$3.5K

4,388 -1%

减持

IWX iShares TR Rus TP200 (VL Etf)

-$2.5K

3,607 -5%

减持

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

-$2.5K

14,546 -3%

减持

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

-$640

7,330 -3%