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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 110 项
建仓 8
增持 70
减持 24
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
-$9.1M
118,435
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.4M
1,820,547
+7%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.8M
488,899
+12%
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
+$2.8M
1,043,507
+5%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$1.6M
0
-100%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
458,952
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.3M
17,609
-19%
清仓
RKLB
ROCKET LAB CORP
-$1.3M
0
-100%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.0M
322,096
+12%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$785.0K
17,000
+26%
建仓
COHR
COHERENT CORP
+$750.4K
3,150
增持
STIP
ISHARES TR
+$743.8K
66,761
+11%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$660.0K
586,225
+7%
增持
IMTM
ISHARES TR
+$600.6K
294,940
+4%
减持
HOOD
ROBINHOOD MKTS INC
-$497.4K
8,645
-11%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$485.7K
539,166
+6%
减持
ALAB
ASTERA LABS INC
-$437.9K
6,250
-7%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$405.0K
541,776
+5%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$386.3K
179,532
+13%
建仓
ROK
ROCKWELL AUTOMATION INC
+$334.1K
931
清仓
RBRK
RUBRIK INC.
-$311.3K
0
-100%
清仓
IONQ
IONQ INC
-$287.6K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$251.6K
5,000
建仓
GOOGL
ALPHABET INC
+$238.1K
828
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$218.5K
482,655
-2%
增持
IBHG
ISHARES TR
+$217.4K
127,576
+9%
清仓
IVW
ISHARES TR
-$213.7K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$206.8K
720
建仓
SHLD
GLOBAL X FDS
+$205.4K
2,900
清仓
IVOL
KRANESHARES TRUST
-$202.7K
0
-100%
清仓
RBLX
ROBLOX CORP
-$202.6K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$201.9K
0
-100%
建仓
IBTK
ISHARES TR
+$197.7K
10,025
增持
IVV
ISHARES TR
-$194.8K
6,490
+0%
建仓
DDFJ
INNOVATOR ETFS TRUST
+$193.8K
10,328
增持
PFE
PFIZER INC
+$184.4K
54,064
+1%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$164.8K
271,731
+5%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$162.7K
262,712
+5%
增持
INFL
LISTED FDS TR
+$159.2K
18,905
+2%
增持
IBHH
ISHARES TR
+$156.7K
128,120
+6%
增持
NVDA
NVIDIA CORPORATION
+$152.7K
3,830
+39%
增持
MTUM
ISHARES TR
+$147.1K
75,912
+5%
增持
HDV
ISHARES TR
+$136.4K
9,170
+1%
增持
RILY
BRC GROUP HOLDINGS INC
+$127.7K
43,800
+6%
减持
ARKK
ARK ETF TR
-$125.0K
9,985
-4%
增持
IBHI
ISHARES TR
+$114.3K
116,548
+6%
增持
ABT
ABBOTT LABORATORIES
-$113.9K
5,488
+2%
增持
IBHL
ISHARES TR
+$112.8K
47,939
+12%
减持
SLV
ISHARES SILVER TR
-$111.3K
4,692
-30%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$105.4K
812
-13%
增持
XLE
SELECT SECTOR SPDR TR
+$99.8K
5,971
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$96.6K
6,049
+19%
减持
BOXX
EA SERIES TRUST
-$93.8K
7,620
-11%
增持
DFSD
DIMENSIONAL ETF TRUST
+$75.6K
14,992
+12%
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$74.3K
23,641
-11%
增持
GLD
SPDR GOLD TR
+$68.3K
1,088
+8%
减持
YMAX
TIDAL TRUST II
-$66.5K
29,308
-1%
增持
PJAN
INNOVATOR ETFS TRUST
+$60.9K
11,302
+15%
减持
CSCO
CISCO SYS INC
-$56.6K
3,798
-17%
减持
ULTY
TIDAL TRUST II
-$56.5K
7,385
-3%
增持
IBHK
ISHARES TR
+$50.1K
64,751
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$50.0K
12,353
+3%
增持
IBHJ
ISHARES TR
+$46.4K
73,952
+4%
增持
DVYE
ISHARES INC
+$46.1K
7,550
+10%
减持
META
META PLATFORMS INC
-$46.0K
511
-0%
减持
VUG
VANGUARD INDEX FDS
-$44.1K
654
-3%
减持
IBTG
ISHARES TR
-$43.3K
37,829
-5%
减持
PMAR
INNOVATOR ETFS TRUST
-$40.1K
16,377
-5%
增持
PAPR
INNOVATOR ETFS TRUST
+$39.4K
30,577
+2%
增持
PFEB
INNOVATOR ETFS TRUST
+$39.1K
17,876
+7%
增持
IFEB
INNOVATOR ETFS TRUST
+$33.3K
15,236
+9%
增持
ABBV
ABBVIE INC
-$33.3K
4,440
+2%
增持
XLK
SELECT SECTOR SPDR TR
-$28.4K
2,592
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$28.4K
1,917
+6%
增持
IBTJ
ISHARES TR
+$27.7K
29,655
+5%
增持
IAPR
INNOVATOR ETFS TRUST
+$26.2K
15,355
+3%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$25.9K
6,040
-6%
增持
XLF
SELECT SECTOR SPDR TR
-$23.8K
4,574
+0%
增持
XLY
SELECT SECTOR SPDR TR
-$23.0K
2,240
+0%
增持
KAPR
INNOVATOR ETFS TRUST
+$21.9K
15,531
+1%
增持
MSFT
MICROSOFT CORP
+$21.8K
1,035
+39%
增持
AAPL
APPLE INC
-$21.7K
3,880
+5%
增持
IBDS
ISHARES TR
+$20.6K
21,896
+4%
增持
IBDT
ISHARES TR
+$18.5K
21,088
+4%
增持
IJUL
INNOVATOR ETFS TRUST
+$18.2K
34,655
+1%
减持
IBTI
ISHARES TR
-$17.2K
31,469
-2%
减持
VTI
VANGUARD INDEX FDS
-$15.2K
957
-0%
减持
BOCT
INNOVATOR ETFS TRUST
-$14.0K
8,525
-0%
增持
PJUL
INNOVATOR ETFS TRUST
-$12.0K
70,045
+1%
增持
IBDR
ISHARES TR
+$11.5K
34,423
+1%
增持
POCT
INNOVATOR ETFS TRUST
+$11.3K
6,265
+6%
增持
XLV
SELECT SECTOR SPDR TR
-$11.0K
1,422
+0%
增持
IJAN
INNOVATOR ETFS TRUST
+$10.9K
6,867
+4%
增持
BIBL
NORTHERN LTS FD TR IV
+$10.8K
5,179
+0%
增持
KJUL
INNOVATOR ETFS TRUST
+$10.5K
23,562
+0%
增持
IVR
INVESCO MORTGAGE CAPITAL INC
-$9.1K
53,000
+2%
减持
IBTH
ISHARES TR
-$8.6K
43,350
-1%
减持
IBD
NORTHERN LTS FD TR IV
-$7.7K
19,590
-0%
增持
EJUL
INNOVATOR ETFS TRUST
+$7.5K
21,563
+0%
增持
RR
RICHTECH ROBOTICS INC
-$6.5K
14,200
+27%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.9K
3,421
-5%
增持
EAPR
INNOVATOR ETFS TRUST
+$5.1K
10,436
+1%
增持
IBDU
ISHARES TR
+$4.3K
18,733
+2%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$4.2K
32,447
+3%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$3.5K
17,969
+4%
增持
RCS
PIMCO STRATEGIC INCOME FD
-$2.8K
39,900
+3%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$2.8K
26,144
-7%
增持
BND
VANGUARD BD INDEX FDS
+$1.1K
29,994
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$1.0K
16,491
+0%
增持
IBHF
ISHARES TR
-$394
118,181
+1%
