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Straight Path Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Straight Path Wealth Management
报告期 2026-03-31 · CIK 0001902506
持仓数
129
前50大市值合计
$345.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 104 项
建仓 13
增持 64
减持 22
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.7M
1,463,137
+10%
增持
TSLA
TESLA INC
+$6.9M
117,153
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.6M
877,424
+7%
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
MTUM
ISHARES TR
+$3.0M
66,348
+4%
建仓
PJUL
INNOVATOR ETFS TRUST
+$3.0M
68,052
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.2M
388,018
+11%
增持
IMTM
ISHARES TR
+$1.9M
257,226
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
21,680
+7%
建仓
IJUL
INNOVATOR ETFS TRUST
+$1.1M
33,247
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.1M
391,277
+3%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$892.6K
185,678
+39%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$864.3K
439,526
+11%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$835.3K
421,105
+10%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$834.5K
438,142
+11%
建仓
RKLB
ROCKET LAB CORP
+$776.2K
21,700
建仓
BSCW
INVESCO EXCH TRD SLF IDX FD
+$768.3K
37,294
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$738.3K
184,664
+30%
建仓
KJUL
INNOVATOR ETFS TRUST
+$670.1K
22,951
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$625.9K
165,292
+24%
建仓
EJUL
INNOVATOR ETFS TRUST
+$544.6K
19,675
建仓
PAUG
INNOVATOR ETFS TRUST
+$407.8K
10,078
增持
IVV
ISHARES TR
+$390.8K
6,447
+0%
增持
HOOD
ROBINHOOD MKTS INC
+$373.0K
6,295
+21%
建仓
META
META PLATFORMS INC
+$372.0K
504
清仓
RKLB
ROCKET LAB USA INC
-$370.1K
0
-100%
增持
DFAR
DIMENSIONAL ETF TRUST
+$360.4K
224,558
+9%
增持
PFE
PFIZER INC
+$356.2K
54,216
+43%
建仓
SPY
SPDR S&P 500 ETF TR
+$334.3K
541
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$328.1K
6,200
+1%
建仓
LRN
STRIDE INC
+$307.4K
2,117
增持
ARKK
ARK ETF TR
+$297.7K
12,496
+2%
增持
STIP
ISHARES TR
+$294.8K
51,825
+6%
增持
IBHK
ISHARES TR
+$294.0K
42,112
+34%
增持
IBHG
ISHARES TR
+$274.8K
90,923
+14%
增持
IBHH
ISHARES TR
+$273.9K
91,448
+13%
清仓
PLTY
TIDAL TR II
-$273.9K
0
-100%
增持
IBHF
ISHARES TR
+$251.3K
99,793
+12%
建仓
HARD
SIMPLIFY EXCHANGE TRADED FUN
+$250.2K
8,900
减持
—
INVESCO EXCH TRD SLF IDX FD
-$248.5K
325,446
-4%
增持
IBHI
ISHARES TR
+$243.2K
61,063
+18%
增持
IBHJ
ISHARES TR
+$242.6K
51,509
+19%
清仓
DGRO
ISHARES TR
-$238.1K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$219.9K
5,083
增持
ALAB
ASTERA LABS INC
+$216.6K
6,850
+1%
建仓
POCT
INNOVATOR ETFS TRUST
+$215.5K
5,218
清仓
XLV
SELECT SECTOR SPDR TR
-$205.0K
0
-100%
增持
PAPR
INNOVATOR ETFS TRUST
+$165.2K
28,980
+13%
清仓
EC
ECOPETROL S A
-$156.6K
0
-100%
减持
CLS
CELESTICA INC
+$142.3K
2,350
-18%
减持
NVDA
NVIDIA CORPORATION
+$115.9K
2,668
-5%
减持
BOXX
EA SERIES TRUST
-$105.0K
3,469
-22%
增持
MSFT
MICROSOFT CORP
+$98.8K
729
+4%
减持
RILY
B. RILEY FINANCIAL INC
-$93.1K
90,500
-3%
增持
IFEB
INNOVATOR ETFS TRUST
+$87.0K
13,924
+20%
增持
—
LYONDELLBASELL INDUSTRIES N
+$85.8K
10,000
+43%
增持
IVR
INVESCO MORTGAGE CAPITAL INC
+$77.2K
35,000
+40%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$64.4K
29,394
+4%
减持
—
ISHARES TR
-$61.5K
78,542
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$60.7K
1,293
+0%
减持
FCTE
ETF OPPORTUNITIES TRUST
-$56.7K
8,548
-24%
增持
AAPL
APPLE INC
-$54.9K
3,484
+1%
增持
PJAN
INNOVATOR ETFS TRUST
+$53.3K
6,934
+14%
增持
INFL
LISTED FDS TR
+$50.8K
17,355
+4%
增持
EAPR
INNOVATOR ETFS TRUST
+$47.5K
10,079
+14%
减持
USMV
ISHARES TR
-$47.4K
2,185
-19%
增持
YMAX
TIDAL TR II
+$47.0K
34,891
+8%
增持
IAPR
INNOVATOR ETFS TRUST
+$45.1K
14,149
+6%
减持
CSCO
CISCO SYS INC
+$42.8K
5,596
-0%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$39.1K
29,583
+6%
减持
SCHW
SCHWAB CHARLES CORP
+$35.3K
2,731
-0%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$34.8K
31,400
+7%
增持
IBTH
ISHARES TR
+$30.9K
22,776
+6%
增持
IBTI
ISHARES TR
+$30.6K
22,260
+6%
增持
KAPR
INNOVATOR ETFS TRUST
+$30.5K
15,184
+2%
减持
PM
PHILIP MORRIS INTL INC
+$30.4K
1,304
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$30.2K
1,808
+0%
增持
HDV
ISHARES TR
-$26.9K
8,950
+1%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$26.4K
6,440
-7%
减持
SCHD
SCHWAB STRATEGIC TR
-$26.3K
11,760
-3%
增持
BND
VANGUARD BD INDEX FDS
+$26.0K
29,137
+1%
减持
PJUN
INNOVATOR ETFS TRUST
-$23.9K
5,354
-16%
增持
XLY
SELECT SECTOR SPDR TR
+$22.5K
1,116
+0%
减持
—
ISHARES TR
-$22.3K
20,301
-4%
减持
BOCT
INNOVATOR ETFS TRUST
+$21.7K
8,593
-2%
增持
PNOV
INNOVATOR ETFS TRUST
+$20.8K
8,490
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$20.2K
2,491
+1%
减持
IVOL
KRANESHARES TRUST
-$16.4K
13,439
-10%
减持
S
SENTINELONE INC
-$16.2K
20,000
-5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$15.9K
15,893
+1%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$15.0K
26,895
+2%
减持
VTI
VANGUARD INDEX FDS
-$13.6K
685
-15%
减持
EFAV
ISHARES TR
-$11.6K
2,446
-12%
增持
IBTG
ISHARES TR
+$10.5K
24,674
+2%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$9.8K
12,269
+4%
增持
—
ISHARES TR
+$7.5K
23,257
+1%
增持
SIRI
SIRIUSXM HOLDINGS INC
+$4.5K
10,016
+0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.6K
7,261
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$3.5K
35,604
-4%
增持
IBDT
ISHARES TR
+$3.3K
18,649
+0%
增持
IBDR
ISHARES TR
+$3.2K
28,433
+0%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$2.3K
15,100
-0%
增持
IBDS
ISHARES TR
+$2.0K
18,211
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.8K
17,186
+0%
增持
—
TIDAL TR II
-$634
30,295
+1%
