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BlackDiamond Wealth Management Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BlackDiamond Wealth Management Inc.
报告期 2026-03-31 · CIK 0001903059
持仓数
203
前50大市值合计
$146.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 131 项
建仓 22
增持 75
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$3.1M
253,184
+32%
建仓
RUNN
KELLY STRATEGIC ETF TRUST
+$2.3M
85,148
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$2.2M
97,026
-43%
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。
建仓
AVIV
AMERICAN CENTY ETF TR
+$2.1M
41,353
建仓
XHLF
BONDBLOXX ETF TRUST
+$1.6M
32,319
减持
TFLO
ISHARES TR
-$1.4M
12,206
-70%
增持
BOXX
EA SERIES TRUST
+$1.3M
16,906
+284%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.0M
127,553
+50%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$960.1K
24,646
-64%
增持
SPYM
SPDR SER TR
+$861.4K
96,362
+7%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$850.3K
55,562
-24%
增持
QDPL
PACER FDS TR
+$799.3K
57,863
+59%
增持
MSFT
MICROSOFT CORP
+$786.9K
8,697
+6%
清仓
—
DEUTSCHE BANK A G
-$713.8K
0
-100%
减持
NTSE
WISDOMTREE TR
-$688.1K
61,567
-32%
增持
ITOT
ISHARES TR
+$642.8K
47,095
+3%
建仓
RFMZ
RIVERNORTH FLEXIBLE MUNI INC
+$628.8K
45,073
建仓
XBIL
RBB FD INC
+$625.2K
12,482
增持
EFV
ISHARES TR
+$623.2K
47,415
+31%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$604.1K
7,239
增持
AMZN
AMAZON COM INC
+$573.0K
8,622
+64%
增持
AAPL
APPLE INC
+$563.0K
13,350
+8%
减持
XLK
SELECT SECTOR SPDR TR
-$522.3K
7,843
-41%
增持
SPY
SPDR S&P 500 ETF TR
+$456.5K
3,408
+26%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$439.8K
18,766
+69%
增持
SCHX
SCHWAB STRATEGIC TR
+$376.1K
12,167
+108%
清仓
—
ACTIVISION BLIZZARD INC
-$359.5K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$353.2K
2,284
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$323.2K
65,637
+19%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$309.2K
4,357
+50%
增持
NVDA
NVIDIA CORPORATION
+$298.9K
1,455
+4%
增持
RH
RH
+$290.0K
1,790
+10%
建仓
SCHW
SCHWAB CHARLES CORP
+$288.1K
4,402
增持
NTSX
WISDOMTREE TR
+$276.1K
33,894
+17%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$273.7K
521
清仓
LDSF
FIRST TR EXCHNG TRADED FD VI
-$270.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$268.4K
8,752
+13%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$260.0K
16,101
减持
TBUX
T ROWE PRICE ETF INC
-$242.8K
6,211
-45%
建仓
COST
COSTCO WHSL CORP NEW
+$241.9K
428
建仓
MA
MASTERCARD INCORPORATED
+$239.2K
596
建仓
CSCO
CISCO SYS INC
+$237.9K
4,438
减持
EFG
ISHARES TR
-$233.9K
40,767
-6%
增持
JPM
JPMORGAN CHASE & CO
+$227.1K
10,642
+2%
清仓
IEFA
ISHARES TR
-$213.4K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$213.2K
4,304
建仓
CVX
CHEVRON CORP NEW
+$213.0K
1,310
清仓
ABBV
ABBVIE INC
-$212.2K
0
-100%
建仓
XBI
SPDR SER TR
+$209.2K
2,516
增持
META
META PLATFORMS INC
+$208.8K
2,156
+5%
建仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$208.1K
5,400
建仓
GDMN
WISDOMTREE TR
+$207.8K
8,047
建仓
—
ETF SER SOLUTIONS
+$206.2K
7,243
建仓
NFLX
NETFLIX INC
+$203.2K
475
建仓
INTC
INTEL CORP
+$202.1K
5,928
建仓
SCHD
SCHWAB STRATEGIC TR
+$201.7K
2,678
增持
RSBT
TIDAL TR II
+$200.0K
78,899
+18%
增持
PTON
PELOTON INTERACTIVE INC
+$196.2K
62,497
+64%
增持
—
UNIFIED SER TR
+$194.3K
38,841
+2%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$192.6K
119,973
+9%
减持
QUAL
ISHARES TR
+$182.5K
35,222
-8%
增持
GOOG
ALPHABET INC
+$158.7K
4,014
+26%
减持
TSLA
TESLA INC
+$156.9K
1,627
-5%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$148.4K
13,920
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$144.1K
2,557
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$143.4K
9,919
+41%
增持
VOO
VANGUARD INDEX FDS
+$128.3K
2,459
+2%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$124.0K
12,210
+6%
增持
RISR
TIDAL ETF TR
+$121.2K
24,324
+14%
增持
AZTA
AZENTA INC
+$120.9K
15,971
+4%
增持
DE
DEERE & CO
+$117.6K
1,418
+4%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$117.3K
10,149
-32%
增持
JNJ
JOHNSON & JOHNSON
+$113.7K
8,342
+4%
增持
AGM
FEDERAL AGRIC MTG CORP
+$111.8K
4,309
+0%
增持
FMC
FMC CORP
-$93.0K
4,298
+4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$92.7K
840
+37%
增持
LLY
LILLY ELI & CO
+$92.5K
754
+15%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$91.3K
3,073
+2%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$90.6K
5,218
+1%
增持
TJX
TJX COS INC NEW
+$83.7K
7,200
+2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$78.4K
3,202
+31%
增持
—
APTIV PLC
+$76.8K
5,264
+7%
增持
HPQ
HP INC
+$72.8K
16,742
+2%
减持
PRSU
VIAD CORP
+$71.1K
9,727
-12%
增持
AVUV
AMERICAN CENTY ETF TR
+$70.6K
4,082
+10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$70.1K
11,347
+15%
增持
PAYX
PAYCHEX INC
+$69.7K
2,871
+7%
增持
CMI
CUMMINS INC
+$68.9K
2,172
+3%
增持
IFRA
ISHARES TR
+$63.7K
14,462
+3%
减持
DIS
DISNEY WALT CO
-$61.2K
3,262
-6%
增持
V
VISA INC
+$55.9K
2,107
+8%
减持
LNC
LINCOLN NATL CORP IND
+$54.9K
12,557
-11%
减持
VGT
VANGUARD WORLD FDS
+$52.7K
771
-4%
增持
CMCSA
COMCAST CORP NEW
+$52.0K
7,611
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$48.1K
587
+15%
减持
AVGO
BROADCOM INC
+$47.7K
279
-17%
增持
WM
WASTE MGMT INC DEL
+$47.7K
2,483
+9%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$46.5K
46,228
-11%
增持
IVV
ISHARES TR
+$45.0K
769
+2%
增持
WMT
WALMART INC
+$39.7K
1,823
+10%
增持
PEP
PEPSICO INC
+$38.0K
3,126
+6%
减持
EXPD
EXPEDITORS INTL WASH INC
+$36.7K
2,559
-1%
增持
XYL
XYLEM INC
+$35.8K
2,338
+4%
减持
HXL
HEXCEL CORP NEW
-$32.4K
8,131
-3%
增持
—
LABORATORY CORP AMER HLDGS
+$32.3K
2,098
+7%
增持
BAC
BANK AMERICA CORP
+$32.1K
9,204
+1%
增持
NYT
NEW YORK TIMES CO
+$30.3K
14,302
+2%
增持
EEM
ISHARES TR
+$29.5K
7,368
+3%
增持
BA
BOEING CO
+$29.1K
1,424
+4%
增持
UNP
UNION PAC CORP
+$27.0K
1,074
+2%
增持
MCD
MCDONALDS CORP
+$26.7K
1,824
+5%
减持
WFC
WELLS FARGO CO NEW
+$25.8K
6,119
-2%
减持
PRU
PRUDENTIAL FINL INC
+$23.2K
4,007
-6%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$22.7K
13,538
-11%
增持
PG
PROCTER AND GAMBLE CO
+$20.9K
1,512
+12%
减持
EELV
INVESCO EXCH TRADED FD TR II
+$19.5K
19,950
-0%
减持
PFE
PFIZER INC
-$18.9K
7,851
-0%
增持
—
EXXON MOBIL CORP
+$18.2K
2,208
+20%
减持
HD
HOME DEPOT INC
+$18.1K
1,261
-5%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$17.6K
11,312
+6%
增持
SJB
PROSHARES TR
+$15.2K
26,356
+5%
增持
MRK
MERCK & CO INC
+$14.9K
2,866
+14%
增持
RY
ROYAL BK CDA
+$14.9K
4,654
+1%
增持
GD
GENERAL DYNAMICS CORP
+$13.8K
2,269
+5%
增持
CNI
CANADIAN NATL RY CO
+$11.0K
4,086
+2%
减持
CASY
CASEYS GEN STORES INC
-$10.4K
936
-16%
减持
MET
METLIFE INC
+$9.9K
4,070
-0%
增持
BMEZ
BLACKROCK HEALTH SCIENCES TE
+$2.7K
16,995
+2%
增持
FMNY
FIRST TR EXCH TRADED FD III
+$1.9K
9,081
+1%
减持
FTF
FRANKLIN LTD DURATION INCOME
-$1.1K
10,101
-1%
减持
CPRT
COPART INC
-$343
6,769
-14%
