小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 109 项
建仓 16
增持 77
减持 11
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$17.8M
123,677
+6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.8M
1,612,930
+10%
增持
BP
BP PLC
+$4.2M
46,500
+209%
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
DFIC
DIMENSIONAL ETF TRUST
+$3.9M
949,602
+8%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$2.9M
36,500
+489%
建仓
BYRN
BYRNA TECHNOLOGIES INC
+$2.7M
49,500
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.6M
30,693
+42%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.0M
421,954
+9%
增持
ALAB
ASTERA LABS INC
+$2.0M
13,350
+95%
增持
MTUM
ISHARES TR
+$1.9M
69,773
+5%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.5M
410,741
+5%
增持
IMTM
ISHARES TR
+$1.3M
272,718
+6%
增持
RILY
B. RILEY FINANCIAL INC
+$1.3M
115,300
+27%
增持
RKLB
ROCKET LAB CORP
+$1.2M
42,200
+94%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.2M
477,976
+14%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.1M
494,063
+12%
增持
PFE
PFIZER INC
+$1.1M
94,516
+74%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.0M
264,288
+18%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.0M
218,930
+32%
建仓
ABBV
ABBVIE INC
+$1.0M
4,372
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$903.0K
483,411
+10%
建仓
BE
BLOOM ENERGY CORP
+$897.5K
13,000
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$890.7K
236,059
+28%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$778.0K
80,000
+60%
增持
HOOD
ROBINHOOD MKTS INC
+$741.5K
9,295
+48%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$714.0K
226,815
+22%
增持
CLS
CELESTICA INC
+$615.3K
20,500
+772%
增持
STIP
ISHARES TR
+$610.3K
57,504
+11%
建仓
ABT
ABBOTT LABS
+$488.5K
3,647
增持
IBHH
ISHARES TR
+$466.8K
110,514
+21%
清仓
MMM
3M CO
-$456.9K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$408.7K
0
-100%
增持
IBHI
ISHARES TR
+$398.7K
77,371
+27%
增持
IBHG
ISHARES TR
+$369.7K
107,563
+18%
增持
IBHF
ISHARES TR
+$365.4K
114,732
+15%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$364.9K
54,270
+46%
增持
IBHJ
ISHARES TR
+$350.3K
64,273
+25%
建仓
RBLX
ROBLOX CORP
+$347.0K
2,505
建仓
RBRK
RUBRIK INC.
+$343.0K
4,170
增持
S
SENTINELONE INC
+$338.8K
40,000
+100%
增持
BOXX
EA SERIES TRUST
+$336.0K
6,384
+84%
增持
IVV
ISHARES TR
+$323.9K
6,465
+0%
建仓
IBD
NORTHERN LTS FD TR IV
+$320.4K
6,500
增持
LUMN
LUMEN TECHNOLOGIES INC
+$314.4K
80,000
+100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$304.1K
13,544
+87%
建仓
IBHL
ISHARES TR
+$289.8K
11,227
建仓
SLV
ISHARES SILVER TR
+$283.5K
6,691
增持
IBHK
ISHARES TR
+$275.8K
52,427
+24%
清仓
PATH
UIPATH INC
-$268.8K
0
-100%
建仓
GLD
SPDR GOLD TR
+$268.0K
754
建仓
IONQ
IONQ INC
+$240.5K
3,910
增持
PAUG
INNOVATOR ETFS TRUST
+$237.1K
15,183
+51%
建仓
BIBL
NORTHERN LTS FD TR IV
+$229.7K
20,000
清仓
FCTE
ETF OPPORTUNITIES TRUST
-$227.4K
0
-100%
建仓
DGRO
ISHARES TR
+$224.9K
3,304
建仓
IVW
ISHARES TR
+$209.3K
1,734
建仓
PMAY
INNOVATOR ETFS TRUST
+$202.9K
5,217
增持
AAPL
APPLE INC
+$194.7K
3,572
+3%
清仓
F
FORD MTR CO
-$186.7K
0
-100%
增持
PJUL
INNOVATOR ETFS TRUST
+$177.1K
69,324
+2%
增持
IVR
INVESCO MORTGAGE CAPITAL INC
+$111.2K
51,000
+46%
减持
ARKK
ARK ETF TR
+$109.7K
11,449
-8%
增持
NVDA
NVIDIA CORPORATION
+$92.7K
30,000
+1024%
建仓
EC
ECOPETROL S A
+$92.1K
10,000
增持
EJUL
INNOVATOR ETFS TRUST
+$73.7K
21,365
+9%
增持
IBTH
ISHARES TR
+$72.7K
25,976
+14%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$64.6K
328,410
+1%
增持
IBTG
ISHARES TR
+$58.1K
27,185
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$56.8K
587
+9%
增持
PAPR
INNOVATOR ETFS TRUST
+$56.6K
29,647
+2%
增持
HDV
ISHARES TR
+$55.8K
9,019
+1%
增持
IBTI
ISHARES TR
+$53.9K
24,643
+11%
增持
KJUL
INNOVATOR ETFS TRUST
+$53.3K
23,363
+2%
增持
—
ISHARES TR
+$50.9K
25,428
+9%
增持
SIRI
SIRIUSXM HOLDINGS INC
+$49.3K
12,003
+20%
增持
IJUL
INNOVATOR ETFS TRUST
+$49.0K
33,987
+2%
减持
—
ISHARES TR
-$45.8K
18,477
-9%
增持
BND
VANGUARD BD INDEX FDS
+$42.7K
29,421
+1%
增持
—
TIDAL TRUST II
+$41.3K
19,300
+89%
增持
PJAN
INNOVATOR ETFS TRUST
+$39.9K
7,541
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$37.3K
1,294
+0%
增持
CSCO
CISCO SYS INC
-$36.0K
20,000
+257%
减持
—
ISHARES TR
-$34.3K
77,183
-2%
减持
INFL
LISTED FDS TR
+$32.6K
17,105
-1%
增持
POCT
INNOVATOR ETFS TRUST
+$32.1K
5,746
+10%
增持
KAPR
INNOVATOR ETFS TRUST
+$31.7K
15,304
+1%
增持
MSFT
MICROSOFT CORP
+$27.4K
20,500
+2712%
增持
HARD
SIMPLIFY EXCHANGE TRADED FUN
+$26.1K
9,150
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$25.2K
1,117
+0%
减持
BOCT
INNOVATOR ETFS TRUST
+$23.7K
8,556
-0%
增持
IAPR
INNOVATOR ETFS TRUST
+$23.5K
14,539
+3%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$20.2K
27,507
+2%
增持
EAPR
INNOVATOR ETFS TRUST
+$18.0K
10,290
+2%
减持
—
TIDAL TRUST II
+$17.6K
28,111
-7%
增持
IBDS
ISHARES TR
+$14.7K
18,764
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$12.9K
1,812
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$12.6K
2,505
+1%
减持
—
LYONDELLBASELL INDUSTRIES N
+$9.9K
9,000
-10%
减持
SCHD
SCHWAB STRATEGIC TR
+$9.0K
11,745
-0%
增持
YMAX
TIDAL TRUST II
+$8.8K
38,164
+9%
减持
IBDR
ISHARES TR
-$8.6K
28,022
-1%
减持
PSEP
INNOVATOR ETFS TRUST
-$6.9K
21,460
-6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$4.3K
15,996
+1%
增持
META
META PLATFORMS INC
+$4.2K
40,500
+7936%
增持
IVOL
KRANESHARES TRUST
-$3.7K
13,441
+0%
减持
USMV
ISHARES TR
-$2.5K
2,130
-3%
增持
IBDT
ISHARES TR
+$2.1K
18,658
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.2K
17,245
+0%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$275
29,812
+1%
