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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 121 项
建仓 13
增持 67
减持 29
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$6.8M
0
-100%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$6.2M
545,748
+149%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.2M
1,702,126
+6%
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。
减持
BP
BP PLC
-$4.1M
15,000
-68%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.1M
994,005
+5%
清仓
BYRN
BYRNA TECHNOLOGIES INC
-$2.7M
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$2.5M
7,200
-80%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$2.2M
158,556
+192%
减持
TSLA
TESLA INC
-$1.9M
118,181
-4%
清仓
—
ISHARES TR
-$1.8M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.7M
21,790
-29%
减持
ALAB
ASTERA LABS INC
-$1.5M
6,750
-49%
减持
RILY
B. RILEY FINANCIAL INC
-$1.3M
41,300
-64%
减持
PFE
PFIZER INC
-$1.1M
53,564
-43%
增持
DFEM
DIMENSIONAL ETF TRUST
+$993.6K
439,108
+4%
增持
IBHL
ISHARES TR
+$807.9K
42,663
+280%
增持
IBHI
ISHARES TR
+$754.0K
109,998
+42%
减持
RKLB
ROCKET LAB CORP
-$752.2K
18,200
-57%
增持
DFGP
DIMENSIONAL ETF TRUST
+$730.3K
435,642
+6%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$693.8K
510,958
+7%
建仓
IBTJ
ISHARES TR
+$620.0K
28,253
清仓
—
ISHARES TR
-$594.1K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$514.9K
821
增持
IMTM
ISHARES TR
+$504.7K
282,728
+4%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$489.4K
518,102
+5%
清仓
—
ISHARES TR
-$465.4K
0
-100%
减持
BE
BLOOM ENERGY CORP
-$419.6K
5,500
-58%
减持
S
SENTINELONE INC
-$404.4K
20,000
-50%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$397.7K
0
-100%
增持
IBTH
ISHARES TR
+$395.9K
43,655
+68%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$388.9K
258,762
+10%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$378.3K
249,269
+10%
建仓
VUG
VANGUARD INDEX FDS
+$329.8K
676
清仓
LRN
STRIDE INC
-$315.3K
0
-100%
增持
DFAR
DIMENSIONAL ETF TRUST
+$302.4K
288,441
+9%
建仓
VTV
VANGUARD INDEX FDS
+$294.1K
1,540
减持
CLS
CELESTICA INC
-$287.5K
2,350
-89%
增持
IBTG
ISHARES TR
+$286.3K
39,788
+46%
建仓
ULTY
TIDAL TRUST II
+$283.0K
7,580
清仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$271.8K
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$269.0K
1,933
清仓
—
TIDAL TRUST II
-$265.1K
0
-100%
增持
BOXX
EA SERIES TRUST
+$253.1K
8,514
+33%
建仓
XLF
SELECT SECTOR SPDR TR
+$249.6K
4,558
增持
SPY
SPDR S&P 500 ETF TR
+$242.5K
929
+58%
建仓
IJAN
INNOVATOR ETFS TRUST
+$238.2K
6,587
增持
HOOD
ROBINHOOD MKTS INC
-$234.4K
9,695
+4%
增持
IBHK
ISHARES TR
+$229.2K
61,809
+18%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$225.1K
3,603
清仓
DGRO
ISHARES TR
-$224.9K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$219.5K
1,418
增持
STIP
ISHARES TR
+$217.7K
60,175
+5%
建仓
VBR
VANGUARD INDEX FDS
+$215.6K
1,018
增持
IBHH
ISHARES TR
+$213.5K
120,394
+9%
建仓
DVYE
ISHARES INC
+$213.4K
6,850
清仓
USMV
ISHARES TR
-$202.6K
0
-100%
减持
YMAX
TIDAL TRUST II
-$192.9K
29,657
-22%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$189.2K
492,708
+2%
增持
ABT
ABBOTT LABS
+$188.8K
5,406
+48%
减持
ARKK
ARK ETF TR
-$188.2K
10,399
-9%
增持
IBHG
ISHARES TR
+$186.7K
116,749
+9%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$178.8K
40,000
-50%
增持
MTUM
ISHARES TR
+$177.9K
72,195
+3%
增持
IBHJ
ISHARES TR
+$170.1K
71,126
+11%
增持
IBTI
ISHARES TR
+$166.8K
32,122
+30%
增持
IBD
NORTHERN LTS FD TR IV
+$154.6K
19,629
+202%
减持
RBLX
ROBLOX CORP
-$144.4K
2,500
-0%
增持
IBDR
ISHARES TR
+$142.0K
33,964
+21%
增持
GLD
SPDR GOLD TR
+$131.9K
1,009
+34%
增持
PJAN
INNOVATOR ETFS TRUST
+$115.1K
9,793
+30%
增持
IVV
ISHARES TR
+$107.3K
6,474
+0%
清仓
—
TIDAL TRUST II
-$105.6K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$97.4K
961
+40%
增持
AAPL
APPLE INC
+$96.9K
3,702
+4%
增持
IBDV
ISHARES TR
+$73.9K
15,944
+27%
增持
PJUL
INNOVATOR ETFS TRUST
+$70.6K
69,605
+0%
增持
IBDU
ISHARES TR
+$69.0K
18,435
+19%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$65.5K
17,219
+40%
增持
INFL
LISTED FDS TR
+$60.4K
18,555
+8%
减持
SCHW
SCHWAB CHARLES CORP
-$58.8K
2,021
-26%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$58.7K
28,144
-4%
减持
IVOL
KRANESHARES TRUST
-$56.5K
10,579
-21%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$55.5K
50,000
-38%
增持
IBDS
ISHARES TR
+$53.4K
21,010
+12%
增持
IVR
INVESCO MORTGAGE CAPITAL INC
+$51.8K
52,000
+2%
增持
IONQ
IONQ INC
+$47.2K
6,410
+64%
增持
XLE
SELECT SECTOR SPDR TR
+$42.2K
5,949
+137%
增持
IJUL
INNOVATOR ETFS TRUST
+$40.5K
34,363
+1%
增持
PAPR
INNOVATOR ETFS TRUST
+$40.3K
30,101
+2%
增持
IBDT
ISHARES TR
+$39.5K
20,256
+9%
减持
META
META PLATFORMS INC
-$37.9K
513
-99%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$36.8K
31,447
+5%
建仓
RR
RICHTECH ROBOTICS INC
+$36.2K
11,200
增持
RAA
ETF OPPORTUNITIES TRUST
+$35.7K
18,588
+6%
减持
RBRK
RUBRIK INC.
-$31.7K
4,070
-2%
增持
IBHF
ISHARES TR
+$29.1K
117,532
+2%
减持
MSFT
MICROSOFT CORP
-$28.8K
747
-96%
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$26.1K
26,575
-3%
增持
IAPR
INNOVATOR ETFS TRUST
+$23.0K
14,920
+3%
增持
RCS
PIMCO STRATEGIC INCOME FD
-$21.7K
38,900
+24%
增持
KJUL
INNOVATOR ETFS TRUST
+$20.9K
23,475
+0%
增持
BND
VANGUARD BD INDEX FDS
+$19.5K
29,804
+1%
增持
EJUL
INNOVATOR ETFS TRUST
+$18.6K
21,482
+1%
增持
KAPR
INNOVATOR ETFS TRUST
+$17.7K
15,402
+1%
减持
PMAR
INNOVATOR ETFS TRUST
+$16.7K
17,152
-0%
增持
HARD
SIMPLIFY EXCHANGE TRADED FUN
+$12.7K
9,750
+7%
增持
POCT
INNOVATOR ETFS TRUST
+$11.2K
5,893
+3%
减持
DFSD
DIMENSIONAL ETF TRUST
-$10.4K
13,394
-1%
增持
BOCT
INNOVATOR ETFS TRUST
+$8.8K
8,561
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$8.4K
11,995
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$8.1K
2,590
+100%
增持
EAPR
INNOVATOR ETFS TRUST
+$6.8K
10,329
+0%
减持
PAUG
INNOVATOR ETFS TRUST
+$4.7K
15,018
-1%
增持
—
LYONDELLBASELL INDUSTRIES N
-$3.9K
13,500
+50%
增持
HDV
ISHARES TR
+$3.7K
9,112
+1%
减持
BIBL
NORTHERN LTS FD TR IV
+$3.6K
5,171
-74%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.3K
16,420
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$2.2K
1,816
+0%
减持
NVDA
NVIDIA CORPORATION
+$1.1K
2,763
-91%
减持
CSCO
CISCO SYS INC
-$866
4,561
-77%
增持
XLY
SELECT SECTOR SPDR TR
-$580
2,237
+100%
