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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 22增持 86减持 37清仓 5

方向

标的

Δ市值

现股数(环比)

增持

VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

+$1.3M

10,784 +54%

增持

IBIT ISHARES BITCOIN TRUST ETF

-$1.2M

135,909 +12%

增持

SPYM SPDR PORTFOLIO S&P 500 ETF

+$1.1M

227,302

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。

清仓

— TIDAL TRUST II

-$933.7K

0 -100%

增持

BUFR FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED

+$924.2K

38,836 +219%

增持

BKAG BNY MELLON ETF TRUST CORE BOND ETF

+$877.7K

135,976 +18%

增持

AAPL APPLE INC

+$870.4K

13,888 +22%

增持

VOO VANGUARD INDEX FUNDS S&P 500 ETF USD

+$867.6K

5,694 +30%

增持

MSTR STRATEGY INC COMMON STOCK CLASS A

-$837.4K

5,535 +6%

减持

QUAL ISHARES TR MSCI USA QLT FCT

-$782.1K

5,812 -42%

增持

VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF

+$719.3K

181,937 +2%

增持

ACIO ETF SER SOLUTIONS APTUS COLLRD INV

+$678.9K

192,796 +8%

增持

AMZN AMAZON.COM INC

+$609.1K

10,327 +28%

增持

PSFF PACER FDS TR SWAN SOS FD OF

+$595.5K

578,197 +1%

增持

IVE ISHARES S&P 500 VALUE ETF

+$586.6K

9,850 +35%

建仓

DFAT DIMENSIONAL ETF TRUST US TARGETED VLU

+$583.0K

9,799

增持

DRSK ETF SER SOLUTIONS APTUS DEFINED

+$579.5K

198,628 +13%

增持

GOOGL ALPHABET INC CAP STK CL A

+$542.4K

5,353 +15%

建仓

MSTY TIDAL TRUST II YIELDMAX MSTR OP

+$480.9K

16,246

增持

IVV ISHARES CORE S&P 500 ETF

+$472.8K

4,313 +16%

增持

GME GAMESTOP CORPORATION COM USD0.001 CLASS A

-$445.0K

62,223 +0%

增持

DMBS DOUBLELINE ETF TRUST MORTGAGE ETF USD

+$428.1K

75,944 +13%

增持

QQQ INVESCO QQQ TR UNIT SER 1

+$387.5K

1,412 +77%

增持

JUCY ETF SER SOLUTIONS APTUS ENHANCED

+$368.9K

89,225 +23%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$366.8K

90,791 +18%

增持

SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT

+$363.6K

7,331 +6%

建仓

AVEM AVANTIS EMERGING MARKETS EQUITY ETF

+$361.2K

4,690

建仓

— LINDE PLC COM EUR0.001

+$344.8K

809

建仓

MU MICRON TECHNOLOGY INC

+$334.7K

1,073

增持

FRDM EA SERIES TRUST FREEDOM 100 EM

+$333.7K

47,497 +0%

增持

COST COSTCO WHOLESALE CORP COM

+$305.1K

680 +125%

建仓

SLV ISHARES SILVER TR ISHARES

+$302.5K

4,596

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$297.1K

25,148 +19%

建仓

BA BOEING CO

+$297.0K

1,368

建仓

DFAI DIMENSIONAL ETF TRUST INTL CORE EQT MK

+$269.8K

7,079

建仓

VNQ VANGUARD REAL ESTATE ETF

+$269.1K

3,044

建仓

DFIS DIMENSIONAL ETF TRUST INTERNATIONAL SMALL CAP ETF

+$264.8K

8,038

增持

WMT WALMART INC COM

+$256.4K

13,549 +11%

建仓

DFAW DIMENSIONAL ETF TRUST DIMENSIONAL WORLD EQUITY ETF

+$252.5K

3,413

建仓

VYM VANGUARD WHITEHALL FDS HIGH DIV YLD

+$250.0K

1,743

增持

BUFF INNOVATOR ETFS TRUST LADERD ALCTN PWR

+$249.7K

14,839 +49%

清仓

QLTA ISHARES TR

-$248.1K

0 -100%

建仓

DIS DISNEY WALT CO COM

+$245.4K

2,157

建仓

DFGX DIMENSIONAL ETF TRUST GLOBAL EX US COR

+$243.4K

4,625

增持

CPNQ CALAMOS ETF TRUST NASDAQ 100 STRUCTURED ALT PROTECTION ETF

+$235.9K

21,847 +67%

增持

ADME ETF SER SOLUTIONS APTUS DRAWDOWN

+$224.5K

49,304 +9%

建仓

VO VANGUARD MID-CAP INDEX FUND

+$222.7K

768

建仓

CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF

+$222.0K

3,107

建仓

SPMD SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF

+$219.7K

3,801

增持

SCHP SCHWAB STRATEGIC TR US TIPS ETF

+$217.6K

75,494 +14%

清仓

STIP ISHARES TR

-$215.5K

0 -100%

清仓

EFG ISHARES TR

-$213.2K

0 -100%

增持

RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT

+$211.8K

21,750 +4%

增持

BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B

+$211.5K

2,181 +25%

增持

TSLA TESLA INC COM

+$211.1K

2,224 +25%

建仓

ELV ELEVANCE HEALTH INC COM

+$209.6K

598

建仓

SYK STRYKER CORPORATION COM

+$207.6K

591

建仓

FISR SSGA ACTIVE TR STATE STREET FIXED INCOME SECTOR ROTATION ETF

+$206.1K

7,953

建仓

IWM ISHARES RUSSELL 2000 ETF

+$205.3K

834

增持

LLY ELI LILLY &CO COM

+$187.9K

441 +18%

增持

JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM

+$187.1K

9,198 +56%

增持

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

+$185.1K

11,112 +54%

增持

SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM

+$179.1K

3,944 +57%

清仓

CIFR CIPHER MINING INC

-$176.3K

0 -100%

减持

PH PARKER-HANNIFIN CORP COM

-$172.9K

238 -53%

增持

GOOG ALPHABET INC CAP STK CL C

+$172.1K

1,761 +13%

减持

CPRY CALAMOS ETF TRUST RUSSELL 2000 STRUCTURED ALT PROTECT

-$167.2K

24,536 -23%

减持

EFV ISHARES TR EAFE VALUE ETF

-$166.5K

21,146 -14%

增持

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF

+$160.6K

11,254 +4%

增持

VFMV VANGUARD WELLINGTON FUND U S MINIMUM VOLATILITY ETF

+$153.1K

3,763 +48%

增持

GLD SPDR GOLD TR GOLD SHS

+$145.6K

2,580 +5%

增持

MSFT MICROSOFT CORP

+$144.6K

5,384 +13%

增持

IDUB ETF SER SOLUTIONS APTUS INT ENH YL

+$142.2K

86,998 +4%

减持

EMB ISHARES TR JP MOR EM MK ETF

-$131.0K

2,569 -35%

增持

MTUM ISHARES TR MSCI USA MMENTM

+$127.5K

1,657 +48%

减持

ROP ROPER TECHNOLOGIES INC

-$123.4K

597 -23%

增持

UPSD ETF SERIES SOLUTIONS APTUS LARGE CAP UPSIDE ETF

+$121.7K

119,379 +3%

增持

META META PLATFORMS INC CLASS A COMMON STOCK

+$117.1K

1,738 +24%

增持

DUBS ETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETF

+$113.5K

56,056 +3%

减持

SCHZ SCHWAB STRATEGIC TR US AGGREGATE BD ETF

-$103.5K

33,457 -11%

建仓

OPEN OPENDOOR TECHNOLOGIES INC COM

+$95.9K

16,443

增持

VGLT VANGUARD SCOTTSDALE FUNDS LONG-TERM TREASURY ETF

+$94.7K

12,319 +18%

增持

VB VANGUARD SMALL-CAP INDEX FUND

+$94.7K

13,456 +1%

增持

VHT VANGUARD WORLD FD HEALTH CAR ETF

+$91.7K

2,002 +8%

减持

SMH VANECK ETF TRUST SEMICONDUCTR ETF

+$86.4K

3,807 -3%

增持

GLDM WORLD GOLD TR SPDR GLD MINIS

+$81.7K

4,955 +11%

增持

FELC FIDELITY ENHANCED LARGE CAP CORE ETF

+$81.0K

50,485 +3%

增持

STLD STEEL DYNAMICS INC

+$80.4K

2,673 +0%

减持

XTEN BONDBLOXX ETF TRUST BLOOMBERG TEN YR

-$79.0K

13,074 -11%

增持

VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR

+$76.9K

6,934 +4%

增持

SPYG SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 GROWTH ETF

+$76.6K

3,262 +25%

增持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

+$74.1K

7,536 +27%

增持

PGF INVESCO EXCHANGE TRADED FD TR FINL PFD ETF

+$71.0K

61,425 +12%

增持

NVDA NVIDIA CORPORATION COM

+$69.5K

20,853 +2%

增持

JPM JPMORGAN CHASE &CO. COM

+$66.1K

3,005 +5%

增持

SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7

+$62.5K

2,071 +14%

增持

— EXXON MOBIL CORP COM

+$61.8K

3,351 +11%

增持

AVGO BROADCOM INC COM

+$57.3K

1,476 +7%

增持

FANG DIAMONDBACK ENERGY INC COM USD0.01

+$56.6K

3,562 +6%

增持

NFLX NETFLIX INC

+$56.2K

3,841 +1418%

减持

IAUM ISHARES GOLD TR SHARES REPRESENT

+$53.7K

13,862 -2%

减持

TLH ISHARES TR 10-20 YR TRS ETF

-$53.4K

4,747 -9%

减持

IUSB ISHARES TRUST CORE UNIVERSAL USD BOND ETF

-$52.3K

44,146 -2%

增持

OSCV ETF SERIES SOLUTIONS OPUS SMALL CAP VALUE ETF

+$49.8K

66,277 +5%

增持

V VISA INC

+$49.5K

2,525 +3%

增持

WFC WELLS FARGO CO NEW COM

+$46.6K

4,935 +0%

减持

MBB ISHARES TR MBS ETF

-$43.8K

11,083 -4%

减持

F FORD MTR CO DEL COM

+$42.7K

45,857 -2%

增持

XLC SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR

+$40.6K

3,895 +11%

减持

BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF

-$38.3K

17,517 -2%

增持

AMT AMERICAN TOWER CORP NEW COM

+$34.6K

2,736 +18%

减持

VMBS VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF

-$34.1K

11,253 -6%

减持

IAGG ISHARES INTL AGGREGATE BOND

-$33.3K

11,099 -3%

减持

VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

-$32.9K

3,904 -3%

减持

LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF

-$31.0K

4,088 -14%

增持

LOW LOWES COMPANIES INC COM USD0.50

+$28.5K

1,055 +17%

减持

TLT ISHARES TR 20 YR TR BD ETF

-$28.0K

4,090 -5%

增持

FBTC FIDELITY WISE ORIGIN BITCOIN FUND

-$26.1K

2,866 +17%

减持

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

-$25.3K

12,765 -3%

增持

NOW SERVICENOW INC COM USD0.001

-$23.9K

2,705 +468%

减持

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-$23.7K

35,069 -4%

增持

XLU SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF

+$20.6K

10,518 +116%

减持

GOVT ISHARES TR US TREAS BD ETF

-$20.3K

20,409 -4%

减持

SHLD GLOBAL X FDS DEFENSE TECH ETF

-$18.0K

3,098 -1%

减持

IWY ISHARES TR RUS TP200 GR ETF

-$17.9K

1,879 -4%

增持

IMCG ISHARES TR MRGSTR MD CP GRW

+$17.2K

6,395 +8%

减持

BSV VANGUARD BD INDEX FDS SHORT TRM BOND

-$16.7K

10,501 -2%

增持

HD HOME DEPOT INC

-$15.1K

726 +11%

增持

VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF

-$14.4K

51,829 +0%

增持

CHE CHEMED CORP NEW COM

+$14.3K

920 +9%

减持

BLV VANGUARD BD INDEX FDS LONG TERM BOND

-$14.3K

5,812 -2%

增持

CPRT COPART INC COM USD0.0001

-$14.1K

9,829 +11%

减持

LMT LOCKHEED MARTIN CORP COM USD1.00

-$10.5K

450 -2%

减持

OEF ISHARES S&P 100 ETF

-$10.4K

1,849 -4%

增持

ORCL ORACLE CORP

+$9.6K

1,828 +48%

减持

BIV VANGUARD BD INDEX FDS INTERMED TERM

-$9.3K

5,363 -2%

减持

GD GENERAL DYNAMICS CORP COM

-$9.0K

814 -2%

减持

IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6

+$8.8K

4,996 -8%

增持

PGR PROGRESSIVE CORP COM

+$8.6K

1,902 +11%

增持

CI THE CIGNA GROUP COM

-$8.5K

1,033 +2%

增持

FAAR FIRST TR EXCHANGE TRAD FD VII ALT ABSLT STRG

-$8.2K

8,455 +9%

减持

CPSD CALAMOS ETF TRUST S&P 500 STRUCTURED ALT PRTCTION ETF DEC

-$7.6K

13,913 -4%

减持

USMV ISHARES TR MSCI USA MIN VOL

-$6.0K

4,235 -0%

减持

IXUS ISHARES TR CORE MSCI TOTAL

+$5.9K

6,347 -1%

增持

VCR VANGUARD WORLD FD CONSUM DIS ETF

+$5.2K

802 +2%

增持

GEVO GEVO INC COM PAR

+$5.1K

12,710 +23%

减持

XLG INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50

-$4.3K

15,596 -3%

增持

FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND

-$4.1K

5,059 +2%

增持

PLTR PALANTIR TECHNOLOGIES INC CL A

+$3.9K

1,374 +4%

减持

FTLS FIRST TR EXCHANGE-TRADED FD III FIRST TR LONG/SHORT EQUITY

-$3.7K

3,051 -3%