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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 141 项
建仓 9
增持 48
减持 81
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$3.3M
269,774
-19%
建仓
SPYG
SPDR SER TR
+$2.3M
31,431
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$2.1M
65,712
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
DYNF
BLACKROCK ETF TRUST
+$1.4M
69,589
+66%
建仓
HEFA
ISHARES TR
+$1.1M
30,520
减持
SPYM
SPDR SER TR
-$761.9K
82,933
-18%
减持
ITOT
ISHARES TR
-$727.7K
37,502
-20%
减持
NTSX
WISDOMTREE TR
-$715.2K
17,070
-52%
建仓
WMB
WILLIAMS COS INC
+$636.1K
16,324
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$617.2K
84,991
+19%
减持
QDPL
PACER FDS TR
-$551.1K
81,489
-20%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$526.5K
59,036
-17%
减持
EFV
ISHARES TR
-$442.9K
38,048
-23%
增持
BINC
BLACKROCK ETF TRUST II
+$439.9K
14,289
+141%
清仓
RFMZ
RIVERNORTH FLEXIBLE MUNI INC
-$425.1K
0
-100%
增持
EMXC
ISHARES INC
+$378.5K
25,205
+29%
减持
AAPL
APPLE INC
-$363.3K
13,915
-5%
增持
NVDA
NVIDIA CORPORATION
+$339.0K
1,454
+3%
减持
AVIV
AMERICAN CENTY ETF TR
-$300.3K
28,714
-22%
清仓
SJB
PROSHARES TR
-$291.5K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$290.0K
2,302
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$288.0K
41,667
-12%
增持
MSFT
MICROSOFT CORP
+$287.0K
9,552
+4%
减持
JPM
JPMORGAN CHASE & CO
+$285.2K
11,310
-0%
建仓
EEM
ISHARES TR
+$255.0K
6,208
增持
MET
METLIFE INC
+$242.8K
6,952
+68%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$239.2K
122,127
+9%
减持
AZTA
AZENTA INC
-$235.0K
4,142
-44%
建仓
INDA
ISHARES TR
+$229.9K
4,457
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$227.4K
24,353
-22%
增持
RSST
TIDAL TR II
+$220.9K
81,142
+0%
建仓
KRE
SPDR SER TR
+$214.4K
4,264
增持
SCHX
SCHWAB STRATEGIC TR
+$209.6K
9,642
+45%
建仓
CVX
CHEVRON CORP NEW
+$205.9K
1,305
清仓
IBID
ISHARES TR
-$201.4K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$183.7K
11,240
+6%
增持
GOOGL
ALPHABET INC
+$166.4K
10,067
+7%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$143.2K
18,984
-14%
减持
EFG
ISHARES TR
-$120.2K
27,687
-10%
增持
AMZN
AMAZON COM INC
+$114.8K
10,097
+1%
减持
RUNN
STRATEGIC TRUST
+$109.5K
77,805
-3%
减持
CMI
CUMMINS INC
+$103.2K
2,227
-3%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$102.1K
104,108
-4%
减持
XBIL
RBB FD INC
-$98.1K
8,373
-19%
增持
IFRA
ISHARES TR
+$97.9K
16,161
+3%
减持
ROE
EA SERIES TRUST
-$97.2K
57,979
-14%
减持
LNC
LINCOLN NATL CORP IND
+$94.1K
18,289
-1%
减持
CPRT
COPART INC
+$88.6K
12,391
-2%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$77.1K
66,794
-12%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$76.4K
37,382
-19%
减持
QUAL
ISHARES TR
+$75.7K
15,919
-3%
增持
ADBE
ADOBE INC
-$75.2K
627
+1%
减持
XHLF
BONDBLOXX ETF TRUST
-$74.2K
40,621
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$73.7K
641
-18%
增持
LLY
ELI LILLY & CO
+$71.5K
790
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.4K
2,964
-1%
减持
NYT
NEW YORK TIMES CO
-$70.1K
13,639
-1%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$69.6K
119,280
+3%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$67.6K
13,508
+29%
增持
IXC
ISHARES TR
+$65.5K
13,476
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$65.4K
1,756
+22%
减持
SPY
SPDR S&P 500 ETF TR
+$61.4K
2,712
-2%
减持
UNP
UNION PAC CORP
-$56.5K
1,107
-17%
增持
XLE
SELECT SECTOR SPDR TR
+$50.8K
3,256
+6%
增持
AVGO
BROADCOM INC
+$49.5K
314
+6%
增持
GOOG
ALPHABET INC
+$49.2K
4,751
+2%
减持
OZK
BANK OZK LITTLE ROCK ARK
+$43.1K
12,784
-0%
减持
GD
GENERAL DYNAMICS CORP
+$41.1K
2,449
-0%
减持
VOO
VANGUARD INDEX FDS
+$40.3K
2,589
-3%
增持
PG
PROCTER AND GAMBLE CO
+$38.5K
1,944
+11%
减持
CMCSA
COMCAST CORP NEW
-$35.5K
8,145
-6%
减持
HPQ
HP INC
+$32.5K
18,388
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$31.4K
2,401
+4%
减持
DIS
DISNEY WALT CO
+$31.0K
2,849
-13%
减持
MPC
MARATHON PETE CORP
+$30.4K
1,644
-6%
减持
PRSU
VIAD CORP
+$30.4K
7,474
-8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$30.3K
7,258
+9%
减持
CALF
PACER FDS TR
+$30.1K
14,755
-1%
增持
CRM
SALESFORCE INC
+$29.9K
989
+6%
减持
WM
WASTE MGMT INC DEL
+$29.9K
2,251
-6%
增持
NFLX
NETFLIX INC
+$29.6K
554
+1%
减持
HXL
HEXCEL CORP NEW
+$29.0K
8,621
-1%
增持
MRK
MERCK & CO INC
+$29.0K
3,425
+2%
减持
HD
HOME DEPOT INC
+$28.8K
1,356
-2%
减持
IEFA
ISHARES TR
-$28.1K
3,200
-16%
减持
JNJ
JOHNSON & JOHNSON
-$28.0K
7,680
-4%
增持
VGT
VANGUARD WORLD FD
+$27.1K
793
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$26.6K
8,471
+2%
增持
COST
COSTCO WHSL CORP NEW
+$25.7K
500
+4%
减持
AGM
FEDERAL AGRIC MTG CORP
+$25.7K
3,516
-1%
减持
TJX
TJX COS INC NEW
+$24.0K
6,960
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$23.0K
780
+4%
增持
BOXX
EA SERIES TRUST
+$22.9K
16,868
+1%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$20.2K
10,717
-4%
增持
TSLA
TESLA INC
+$20.1K
2,133
+9%
减持
—
APTIV PLC
-$19.5K
5,591
-1%
减持
CNI
CANADIAN NATL RY CO
+$18.2K
4,356
-1%
减持
DE
DEERE & CO
+$17.4K
1,436
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$17.2K
2,129
-3%
减持
IVV
ISHARES TR
+$17.0K
779
-2%
增持
WMT
WALMART INC
+$16.9K
6,275
+193%
减持
PTON
PELOTON INTERACTIVE INC
+$16.8K
108,155
-3%
减持
ITA
ISHARES TR
+$16.0K
2,017
-1%
减持
XYL
XYLEM INC
+$15.9K
2,273
-7%
增持
RISR
TIDAL ETF TR
+$15.8K
26,564
+1%
减持
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$15.5K
85,532
-0%
减持
XBI
SPDR SER TR
+$15.4K
2,629
-1%
增持
CSCO
CISCO SYS INC
+$14.7K
5,007
+5%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$13.9K
19,267
+1%
增持
HON
HONEYWELL INTL INC
+$13.6K
1,047
+0%
增持
—
ACCENTURE PLC IRELAND
+$13.5K
666
+13%
减持
META
META PLATFORMS INC
+$13.0K
2,324
-4%
减持
ORCL
ORACLE CORP
-$12.8K
1,715
-13%
减持
—
EXXON MOBIL CORP
+$12.4K
2,313
-8%
减持
ABBV
ABBVIE INC
+$12.4K
1,527
-2%
减持
FMC
FMC CORP
+$12.1K
8,603
-3%
减持
MCD
MCDONALDS CORP
-$11.8K
1,944
-1%
减持
AVES
AMERICAN CENTY ETF TR
+$11.6K
5,848
-0%
减持
ILMN
ILLUMINA INC
-$11.5K
1,753
-1%
减持
PEP
PEPSICO INC
+$11.0K
3,487
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$10.3K
4,037
-2%
增持
INTC
INTEL CORP
+$9.8K
6,269
+0%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$8.8K
13,707
-0%
增持
PAYX
PAYCHEX INC
+$8.5K
2,539
+0%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$7.9K
3,467
+0%
减持
CASY
CASEYS GEN STORES INC
-$7.5K
801
-17%
增持
EXPD
EXPEDITORS INTL WASH INC
-$7.1K
2,654
+0%
减持
—
LABORATORY CORP AMER HLDGS
-$6.9K
2,371
-1%
减持
KO
COCA COLA CO
-$6.7K
3,374
-5%
减持
BAC
BANK AMERICA CORP
-$6.2K
5,710
-15%
增持
WIW
WESTERN AST INFL LKD OPP & I
+$5.4K
33,810
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$5.1K
3,691
-12%
减持
MA
MASTERCARD INCORPORATED
+$4.5K
695
-4%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$4.4K
3,201
-1%
增持
TFLO
ISHARES TR
+$2.4K
4,265
+1%
增持
BTAL
AGF INVTS TR
-$2.1K
14,588
+2%
减持
OPP
RIVERNORTH DOUBLELINE STRATE
+$1.7K
10,169
-0%
减持
FTF
FRANKLIN LTD DURATION INCOME
-$722
12,036
-0%
减持
RIV
RIVERNORTH OPPORTUNITIES FD
+$679
28,007
-3%
减持
V
VISA INC
+$316
2,370
-1%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
+$97
5,120
-2%
