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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 147 项
建仓 24
增持 70
减持 41
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$6.2M
334,373
+59%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$2.4M
47,259
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.1M
71,216
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
DYNF
BLACKROCK ETF TRUST
+$1.7M
41,892
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$1.7M
13,726
-85%
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
85,606
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.0M
111,821
+63%
增持
MSFT
MICROSOFT CORP
+$730.2K
9,200
+3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$659.8K
70,802
+19%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$631.1K
116,289
-19%
增持
JPM
JPMORGAN CHASE & CO
+$597.7K
11,348
+13%
减持
SPYM
SPDR SER TR
+$543.6K
101,204
-7%
增持
EFG
ISHARES TR
+$530.5K
30,706
+4%
增持
QDPL
PACER FDS TR
+$486.2K
101,267
+0%
增持
AMZN
AMAZON COM INC
+$485.7K
10,020
+9%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$446.2K
0
-100%
增持
AAPL
APPLE INC
+$438.2K
14,649
+8%
增持
META
META PLATFORMS INC
+$417.2K
2,428
+5%
增持
CALF
PACER FDS TR
+$398.5K
14,888
+98%
减持
XLK
SELECT SECTOR SPDR TR
+$397.8K
10,642
-1%
建仓
SCHX
SCHWAB STRATEGIC TR
+$388.8K
6,663
清仓
NTSE
WISDOMTREE TR
-$384.9K
0
-100%
清仓
RH
RH
-$376.6K
0
-100%
增持
RUNN
STRATEGIC TRUST
+$371.1K
80,483
+2%
减持
ITOT
ISHARES TR
+$349.5K
46,685
-10%
清仓
—
ETF SER SOLUTIONS
-$339.4K
0
-100%
建仓
RIV
RIVERNORTH OPPORTUNITIES FD
+$336.5K
28,936
减持
SJB
PROSHARES TR
-$321.5K
16,773
-49%
减持
NVDA
NVIDIA CORPORATION
+$318.0K
1,406
-12%
建仓
BINC
BLACKROCK ETF TRUST II
+$309.7K
5,937
增持
EMXC
ISHARES INC
+$308.0K
19,612
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$299.8K
3,007
+16%
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$297.5K
0
-100%
建仓
WIW
WESTERN AST INFL LKD OPP & I
+$286.3K
33,530
增持
RSST
TIDAL TR II
+$283.7K
80,894
+9%
减持
ROE
EA SERIES TRUST
-$280.2K
67,349
-28%
清仓
BA
BOEING CO
-$272.8K
0
-100%
建仓
CRM
SALESFORCE INC
+$267.9K
930
建仓
ABBV
ABBVIE INC
+$265.6K
1,551
建仓
AVES
AMERICAN CENTY ETF TR
+$265.5K
5,877
增持
FMC
FMC CORP
+$259.9K
8,869
+86%
减持
AVIV
AMERICAN CENTY ETF TR
-$259.4K
36,923
-19%
建仓
ILMN
ILLUMINA INC
+$252.2K
1,773
建仓
AMD
ADVANCED MICRO DEVICES INC
+$251.6K
1,444
清仓
PFE
PFIZER INC
-$243.4K
0
-100%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$243.4K
0
-100%
增持
NTSX
WISDOMTREE TR
+$238.0K
35,615
+0%
清仓
BMEZ
BLACKROCK HEALTH SCIENCES TE
-$236.6K
0
-100%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$235.8K
10,491
建仓
XBI
SPDR SER TR
+$234.1K
2,648
建仓
ORCL
ORACLE CORP
+$228.2K
1,961
建仓
BAC
BANK AMERICA CORP
+$222.7K
6,751
增持
GOOGL
ALPHABET INC
+$220.6K
9,417
+3%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$219.7K
4,112
建仓
CAL
CALERES INC
+$217.5K
6,838
建仓
—
ACCENTURE PLC IRELAND
+$217.4K
587
增持
VOO
VANGUARD INDEX FDS
+$215.5K
2,661
+3%
建仓
KO
COCA COLA CO
+$213.1K
3,549
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$212.4K
0
-100%
清仓
EEM
ISHARES TR
-$206.3K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$202.5K
0
-100%
建仓
IBID
ISHARES TR
+$201.4K
7,945
建仓
HON
HONEYWELL INTL INC
+$201.3K
1,043
减持
SPY
SPDR S&P 500 ETF TR
+$197.9K
2,756
-1%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$181.5K
108,302
-10%
增持
V
VISA INC
+$169.3K
2,399
+14%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$168.5K
19,151
-33%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$164.6K
3,466
+12%
减持
EFV
ISHARES TR
+$163.6K
49,318
-1%
减持
QUAL
ISHARES TR
-$163.0K
16,474
-21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$156.4K
31,326
+10%
增持
GOOG
ALPHABET INC
+$138.9K
4,652
+9%
增持
LLY
ELI LILLY & CO
+$129.0K
769
+5%
增持
HD
HOME DEPOT INC
+$128.0K
1,384
+7%
增持
MRK
MERCK & CO INC
+$125.2K
3,352
+16%
减持
RISR
TIDAL ETF TR
-$123.9K
26,392
-8%
增持
AVGO
BROADCOM INC
+$122.8K
295
+2%
增持
CNI
CANADIAN NATL RY CO
+$122.4K
4,397
+8%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$114.8K
5,239
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$113.1K
22,201
+3%
增持
GD
GENERAL DYNAMICS CORP
+$112.0K
2,451
+9%
增持
HXL
HEXCEL CORP NEW
+$109.2K
8,714
+8%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$104.6K
76,300
-5%
减持
PPI
INVESTMENT MANAGERS SER TR I
+$101.9K
46,126
-1%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$101.3K
12,808
+5%
减持
XHLF
BONDBLOXX ETF TRUST
-$97.9K
42,222
-4%
减持
AZTA
AZENTA INC
-$97.2K
7,385
-44%
增持
—
LABORATORY CORP AMER HLDGS
+$96.8K
2,390
+11%
减持
XBIL
RBB FD INC
-$95.4K
10,360
-15%
增持
MPC
MARATHON PETE CORP
+$93.5K
1,758
+25%
增持
MA
MASTERCARD INCORPORATED
+$91.5K
723
+13%
增持
COST
COSTCO WHSL CORP NEW
+$89.9K
479
+6%
增持
UNP
UNION PAC CORP
+$89.8K
1,333
+15%
建仓
OPP
RIVERNORTH DOUBLELINE STRATE
+$86.0K
10,185
增持
HPQ
HP INC
+$85.7K
18,466
+10%
减持
NYT
NEW YORK TIMES CO
+$85.6K
13,840
-2%
增持
NFLX
NETFLIX INC
+$85.4K
546
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$81.7K
2,309
+2%
增持
MCD
MCDONALDS CORP
+$80.2K
1,958
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$78.1K
777
+32%
增持
CMI
CUMMINS INC
+$77.8K
2,293
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$76.4K
3,080
-21%
增持
ADBE
ADOBE INC
+$75.4K
621
+4%
增持
IVV
ISHARES TR
+$74.1K
793
+4%
减持
AGM
FEDERAL AGRIC MTG CORP
+$70.6K
3,555
-12%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$70.2K
8,330
+5%
增持
CMCSA
COMCAST CORP NEW
+$68.3K
8,660
+9%
减持
BTAL
AGF INVTS TR
-$66.2K
14,281
-9%
增持
WMT
WALMART INC
+$65.5K
2,138
+18%
增持
DIS
DISNEY WALT CO
+$60.8K
3,286
+3%
增持
PEP
PEPSICO INC
+$59.3K
3,506
+5%
减持
LNC
LINCOLN NATL CORP IND
+$56.5K
18,418
-9%
减持
IFRA
ISHARES TR
+$54.9K
15,716
-0%
增持
DE
DEERE & CO
+$54.7K
1,483
+5%
增持
IEFA
ISHARES TR
+$53.0K
3,819
+12%
减持
TJX
TJX COS INC NEW
+$52.3K
7,055
-1%
减持
XYL
XYLEM INC
+$52.0K
2,436
-4%
增持
FR
FIRST INDL RLTY TR INC
+$51.5K
5,307
+0%
增持
PTON
PELOTON INTERACTIVE INC
+$51.0K
111,097
+30%
减持
PRSU
VIAD CORP
+$50.7K
8,105
-11%
增持
EXPD
EXPEDITORS INTL WASH INC
+$47.8K
2,647
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$47.8K
2,190
-0%
增持
PG
PROCTER AND GAMBLE CO
+$46.9K
1,750
+14%
减持
WM
WASTE MGMT INC DEL
+$41.1K
2,390
-5%
减持
SCHW
SCHWAB CHARLES CORP
+$41.0K
4,200
-4%
减持
INTC
INTEL CORP
+$38.6K
6,245
-2%
减持
CPRT
COPART INC
+$38.5K
12,585
-8%
增持
IXC
ISHARES TR
+$37.7K
13,366
+11%
减持
BOXX
EA SERIES TRUST
-$37.4K
16,782
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$35.8K
6,784
-10%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$34.5K
749
-2%
增持
MET
METLIFE INC
+$29.8K
4,139
+1%
增持
—
EXXON MOBIL CORP
+$29.5K
2,525
+18%
增持
PHYL
PGIM ETF TR
+$29.1K
6,965
+8%
减持
ITA
ISHARES TR
+$25.7K
2,030
-3%
减持
RFMZ
RIVERNORTH FLEXIBLE MUNI INC
+$22.5K
31,050
-12%
增持
CASY
CASEYS GEN STORES INC
+$21.7K
960
+8%
增持
—
APTIV PLC
+$19.4K
5,653
+10%
增持
FTF
FRANKLIN LTD DURATION INCOME
+$15.9K
12,055
+16%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$15.4K
11,112
+2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$15.1K
3,233
+2%
减持
PAYX
PAYCHEX INC
-$14.6K
2,529
-12%
减持
JNJ
JOHNSON & JOHNSON
+$14.5K
7,977
-5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$10.2K
6,676
+3%
增持
TFLO
ISHARES TR
+$3.8K
4,232
+2%
增持
TSLA
TESLA INC
-$3.1K
1,960
+8%
增持
CSCO
CISCO SYS INC
+$3.0K
4,750
+5%
