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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 140 项
建仓 15
增持 67
减持 40
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$2.2M
20,915
-41%
减持
USFR
WISDOMTREE TR
-$2.1M
210,463
-17%
建仓
ROE
EA SERIES TRUST
+$2.1M
92,925
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
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.7M
68,785
减持
EFG
ISHARES TR
-$1.4M
29,444
-28%
清仓
RSBT
TIDAL TR II
-$1.4M
0
-100%
清仓
—
UNIFIED SER TR
-$1.4M
0
-100%
建仓
RSST
TIDAL TR II
+$1.4M
74,101
减持
NTSE
WISDOMTREE TR
-$1.4M
15,469
-75%
增持
QDPL
PACER FDS TR
+$1.1M
100,920
+74%
建仓
EMXC
ISHARES INC
+$764.6K
15,807
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$669.5K
28,545
+188%
清仓
SCHX
SCHWAB STRATEGIC TR
-$656.0K
0
-100%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$604.1K
0
-100%
增持
XHLF
BONDBLOXX ETF TRUST
+$592.5K
44,055
+36%
清仓
FGD
FIRST TR EXCHANGE TRADED FD
-$547.4K
0
-100%
建仓
IXC
ISHARES TR
+$475.6K
12,000
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$421.9K
28,602
减持
TFLO
ISHARES TR
-$408.0K
4,139
-66%
减持
SPY
SPDR S&P 500 ETF TR
-$392.7K
2,790
-18%
清仓
PRU
PRUDENTIAL FINL INC
-$382.2K
0
-100%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$373.8K
143,053
+12%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$362.7K
7,901
减持
RUNN
STRATEGIC TRUST
-$360.6K
78,734
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$359.8K
10,804
+38%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$353.6K
2,266
-48%
清仓
AVUV
AMERICAN CENTY ETF TR
-$335.7K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$333.0K
3,922
建仓
BTAL
AGF INVTS TR
+$331.1K
15,713
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$327.8K
6,495
减持
RH
RH
-$313.4K
1,746
-2%
清仓
TBUX
T ROWE PRICE ETF INC
-$303.0K
0
-100%
建仓
CALF
PACER FDS TR
+$296.8K
7,530
清仓
BAC
BANK AMERICA CORP
-$295.9K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$286.4K
10,060
-5%
清仓
WFC
WELLS FARGO CO NEW
-$278.3K
0
-100%
增持
AAPL
APPLE INC
-$273.7K
13,572
+2%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$269.0K
9,648
-52%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$260.0K
0
-100%
清仓
FMNY
FIRST TR EXCH TRADED FD III
-$242.9K
0
-100%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$226.8K
0
-100%
减持
RFMZ
RIVERNORTH FLEXIBLE MUNI INC
-$226.2K
35,436
-21%
建仓
ITA
ISHARES TR
+$224.4K
2,083
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$222.5K
0
-100%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$214.5K
27,093
+100%
清仓
DFUS
DIMENSIONAL ETF TRUST
-$213.2K
0
-100%
建仓
IEFA
ISHARES TR
+$212.6K
3,424
建仓
PHYL
PGIM ETF TR
+$210.9K
6,466
增持
JNJ
JOHNSON & JOHNSON
-$209.7K
8,354
+0%
清仓
XBI
SPDR SER TR
-$209.2K
0
-100%
清仓
GDMN
WISDOMTREE TR
-$207.8K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$207.4K
1,412
清仓
SCHD
SCHWAB STRATEGIC TR
-$201.7K
0
-100%
增持
RISR
TIDAL ETF TR
+$196.7K
28,717
+18%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$192.0K
7,508
-34%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$160.9K
93,423
-4%
减持
AZTA
AZENTA INC
-$160.2K
13,218
-17%
增持
SPYM
SPDR SER TR
+$160.1K
108,907
+13%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$151.8K
10,856
-22%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$150.2K
3,087
+0%
增持
PTON
PELOTON INTERACTIVE INC
-$135.6K
85,449
+37%
增持
FMC
FMC CORP
-$135.6K
4,761
+11%
增持
—
ETF SER SOLUTIONS
+$133.2K
10,273
+42%
减持
—
APTIV PLC
-$133.1K
5,156
-2%
增持
SJB
PROSHARES TR
+$132.0K
32,622
+24%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$120.2K
80,297
+22%
减持
HPQ
HP INC
-$116.7K
16,722
-0%
减持
DE
DEERE & CO
-$115.0K
1,408
-1%
增持
AMZN
AMAZON COM INC
+$107.4K
9,199
+7%
减持
EEM
ISHARES TR
-$97.3K
5,590
-24%
增持
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$89.5K
8,230
+52%
增持
LNC
LINCOLN NATL CORP IND
+$88.9K
20,223
+61%
减持
AGM
FEDERAL AGRIC MTG CORP
-$86.8K
4,029
-6%
增持
NTSX
WISDOMTREE TR
-$86.5K
35,603
+5%
增持
CMI
CUMMINS INC
-$84.9K
2,183
+1%
减持
HXL
HEXCEL CORP NEW
-$84.5K
8,062
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$80.9K
21,653
+15%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$77.5K
12,176
-0%
增持
BOXX
EA SERIES TRUST
+$74.4K
17,378
+3%
增持
TSLA
TESLA INC
-$73.6K
1,814
+11%
减持
LLY
ELI LILLY & CO
+$69.1K
732
-3%
增持
PPI
INVESTMENT MANAGERS SER TR I
-$68.5K
46,429
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$67.1K
4,354
-1%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$64.2K
5,159
-1%
增持
META
META PLATFORMS INC
+$63.4K
2,307
+7%
增持
GOOGL
ALPHABET INC
+$62.9K
9,099
+4%
增持
EFV
ISHARES TR
-$61.0K
49,865
+5%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$59.1K
3,156
-1%
增持
PEP
PEPSICO INC
-$58.2K
3,327
+6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$57.7K
2,194
-4%
减持
PRSU
VIAD CORP
-$54.0K
9,080
-7%
增持
MCD
MCDONALDS CORP
-$53.8K
1,843
+1%
增持
CNI
CANADIAN NATL RY CO
-$51.7K
4,087
+0%
增持
MSFT
MICROSOFT CORP
-$50.8K
8,899
+2%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
-$50.3K
120,383
+0%
增持
PFE
PFIZER INC
-$47.5K
7,969
+2%
增持
HD
HOME DEPOT INC
-$46.4K
1,292
+2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$44.8K
768
-9%
减持
GD
GENERAL DYNAMICS CORP
+$44.1K
2,255
-1%
增持
ADBE
ADOBE INC
+$42.5K
600
+15%
增持
GOOG
ALPHABET INC
+$42.4K
4,257
+6%
增持
XYL
XYLEM INC
-$41.4K
2,531
+8%
增持
PAYX
PAYCHEX INC
-$41.0K
2,875
+0%
增持
VOO
VANGUARD INDEX FDS
-$40.4K
2,589
+5%
增持
ITOT
ISHARES TR
-$40.2K
51,639
+10%
增持
EXPD
EXPEDITORS INTL WASH INC
-$39.1K
2,587
+1%
减持
VGT
VANGUARD WORLD FDS
-$38.4K
769
-0%
增持
BMEZ
BLACKROCK HEALTH SCIENCES TE
-$37.7K
18,172
+7%
增持
—
LABORATORY CORP AMER HLDGS
-$37.1K
2,161
+3%
增持
IFRA
ISHARES TR
-$36.2K
15,725
+9%
减持
IVV
ISHARES TR
-$33.6K
763
-1%
增持
BA
BOEING CO
-$32.1K
1,496
+5%
增持
INTC
INTEL CORP
+$26.4K
6,403
+8%
增持
AVIV
AMERICAN CENTY ETF TR
+$24.5K
45,657
+10%
减持
DIS
DISNEY WALT CO
-$22.6K
3,182
-2%
增持
CPRT
COPART INC
-$19.7K
13,697
+102%
增持
NFLX
NETFLIX INC
+$18.3K
540
+14%
增持
WM
WASTE MGMT INC DEL
-$17.7K
2,512
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.5K
2,594
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.8K
590
+1%
减持
XBIL
RBB FD INC
-$12.2K
12,228
-2%
增持
AVGO
BROADCOM INC
-$12.2K
290
+4%
增持
V
VISA INC
-$11.1K
2,110
+0%
增持
CVX
CHEVRON CORP NEW
-$10.5K
1,386
+6%
增持
MRK
MERCK & CO INC
-$10.4K
2,900
+1%
增持
CMCSA
COMCAST CORP NEW
-$9.3K
7,918
+4%
增持
COST
COSTCO WHSL CORP NEW
+$9.0K
452
+6%
增持
MET
METLIFE INC
-$8.6K
4,083
+0%
增持
NVDA
NVIDIA CORPORATION
-$7.7K
1,596
+10%
增持
UNP
UNION PAC CORP
+$7.4K
1,161
+8%
减持
—
EXXON MOBIL CORP
-$6.4K
2,143
-3%
增持
CSCO
CISCO SYS INC
-$5.7K
4,503
+1%
减持
WMT
WALMART INC
+$4.9K
1,811
-1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$4.6K
59,326
+7%
减持
NYT
NEW YORK TIMES CO
-$3.9K
14,163
-1%
减持
CASY
CASEYS GEN STORES INC
+$2.6K
890
-5%
增持
PG
PROCTER AND GAMBLE CO
-$2.5K
1,541
+2%
增持
FTF
FRANKLIN LTD DURATION INCOME
-$2.4K
10,355
+3%
减持
TJX
TJX COS INC NEW
+$1.2K
7,133
-1%
增持
MA
MASTERCARD INCORPORATED
-$442
641
+8%
