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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 88
减持 25
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
3,384
+577%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$2.1M
0
-100%
建仓
RSSY
TIDAL TR II
+$1.8M
90,173
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
AAPL
APPLE INC
+$1.3M
17,120
+23%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.1M
37,504
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$967.9K
141,954
+36%
减持
USFR
WISDOMTREE TR
-$867.2K
252,329
-6%
增持
SPYM
SPDR SER TR
+$852.5K
95,408
+15%
清仓
NTSX
WISDOMTREE TR
-$720.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$712.7K
19,308
+1228%
建仓
LH
LABCORP HOLDINGS INC
+$579.0K
2,576
清仓
IXC
ISHARES TR
-$578.8K
0
-100%
建仓
—
CHUBB LIMITED
+$576.9K
2,143
增持
BOXX
EA SERIES TRUST
+$567.1K
21,801
+29%
清仓
FMC
FMC CORP
-$548.0K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$547.6K
9,799
-48%
减持
AVIV
AMERICAN CENTY ETF TR
-$522.5K
20,066
-30%
清仓
—
LABORATORY CORP AMER HLDGS
-$518.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$509.6K
35,147
+44%
减持
CALF
PACER FDS TR
-$496.8K
5,164
-65%
增持
XHLF
BONDBLOXX ETF TRUST
+$491.6K
50,492
+24%
增持
GOOGL
ALPHABET INC
+$424.2K
11,995
+19%
增持
EMXC
ISHARES INC
+$420.0K
32,192
+28%
增持
META
META PLATFORMS INC
+$401.4K
3,002
+29%
建仓
MEAR
ISHARES U S ETF TR
+$400.6K
7,987
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$360.6K
0
-100%
建仓
—
AON PLC
+$357.3K
1,093
减持
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$354.7K
56,268
-34%
增持
MSFT
MICROSOFT CORP
+$349.9K
10,849
+14%
增持
BINC
BLACKROCK ETF TRUST II
+$333.7K
20,592
+44%
增持
IEFA
ISHARES TR
+$327.8K
7,881
+146%
建仓
IYW
ISHARES TR
+$308.0K
2,233
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$303.4K
0
-100%
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$299.8K
0
-100%
清仓
PRSU
VIAD CORP
-$295.2K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$293.6K
51,432
-13%
清仓
AVES
AMERICAN CENTY ETF TR
-$277.1K
0
-100%
清仓
INTC
INTEL CORP
-$276.9K
0
-100%
增持
RSST
TIDAL TR II
+$271.5K
98,311
+21%
建仓
IEMG
ISHARES INC
+$269.5K
5,137
减持
EFV
ISHARES TR
-$259.3K
34,303
-10%
建仓
WFC
WELLS FARGO CO NEW
+$254.2K
4,818
清仓
PHYL
PGIM ETF TR
-$244.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$240.8K
12,437
+23%
清仓
ILMN
ILLUMINA INC
-$240.7K
0
-100%
建仓
IVW
ISHARES TR
+$239.4K
2,739
增持
GOOG
ALPHABET INC
+$237.1K
5,862
+23%
增持
QDPL
PACER FDS TR
+$234.9K
87,855
+8%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$231.1K
4,894
增持
LLY
ELI LILLY & CO
+$227.4K
996
+26%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$227.1K
11,383
增持
RUNN
STRATEGIC TRUST
+$226.3K
85,073
+9%
建仓
BNY
BANK NEW YORK MELLON CORP
+$226.1K
3,565
建仓
TXN
TEXAS INSTRS INC
+$220.0K
1,138
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$219.6K
1,938
增持
AVGO
BROADCOM INC
+$218.7K
4,356
+1287%
增持
ITOT
ISHARES TR
+$217.2K
39,054
+4%
清仓
TFLO
ISHARES TR
-$216.2K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$214.9K
0
-100%
建仓
QCOM
QUALCOMM INC
+$214.6K
1,301
建仓
AMGN
AMGEN INC
+$213.3K
657
增持
HEFA
ISHARES TR
+$209.0K
38,108
+25%
建仓
TLT
ISHARES TR
+$206.2K
2,163
清仓
CVX
CHEVRON CORP NEW
-$205.9K
0
-100%
建仓
PFE
PFIZER INC
+$205.8K
7,156
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$204.0K
340
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$190.2K
3,329
+12%
增持
DYNF
BLACKROCK ETF TRUST
+$187.4K
72,152
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$177.3K
86,815
+2%
增持
NYT
NEW YORK TIMES CO
+$167.7K
14,098
+3%
增持
WMB
WILLIAMS COS INC
+$148.6K
17,893
+10%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$148.5K
10,183
+40%
增持
SPYG
SPDR SER TR
+$141.1K
32,245
+3%
增持
PTON
PELOTON INTERACTIVE INC
-$136.0K
109,875
+2%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$129.3K
43,973
+6%
增持
JNJ
JOHNSON & JOHNSON
+$126.5K
8,372
+9%
减持
WM
WASTE MGMT INC DEL
-$124.7K
1,724
-23%
增持
TJX
TJX COS INC NEW
+$120.6K
7,519
+8%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$114.3K
2,999
+25%
增持
RISR
TIDAL ETF TR
+$112.6K
28,633
+8%
增持
QUAL
ISHARES TR
+$109.2K
16,297
+2%
增持
GD
GENERAL DYNAMICS CORP
+$109.1K
2,755
+12%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$108.0K
121,998
+2%
增持
HPQ
HP INC
+$104.1K
19,980
+9%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$103.6K
3,524
+10%
增持
TSLA
TESLA INC
+$101.3K
2,395
+12%
减持
LNC
LINCOLN NATL CORP IND
-$99.2K
16,631
-9%
增持
UNH
UNITEDHEALTH GROUP INC
+$95.7K
729
+14%
增持
DIS
DISNEY WALT CO
-$92.0K
2,985
+5%
增持
ABBV
ABBVIE INC
+$91.4K
1,940
+27%
增持
CPRT
COPART INC
+$90.7K
16,139
+30%
清仓
OPP
RIVERNORTH DOUBLELINE STRATE
-$87.7K
0
-100%
增持
IFRA
ISHARES TR
+$86.6K
17,911
+11%
增持
NFLX
NETFLIX INC
+$86.5K
671
+21%
增持
JPM
JPMORGAN CHASE & CO.
+$75.1K
11,469
+1%
增持
PPI
INVESTMENT MANAGERS SER TR I
-$72.5K
75,933
+103%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$72.1K
128,450
+5%
增持
—
EXXON MOBIL CORP
+$68.5K
2,862
+24%
增持
GSY
POWERSHARES ACTIVELY MANAGED
+$62.5K
11,918
+11%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$61.3K
3,906
+13%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$60.4K
7,827
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$59.3K
2,785
+3%
增持
CNI
CANADIAN NATL RY CO
-$59.0K
4,626
+6%
减持
CMCSA
COMCAST CORP NEW
-$58.1K
7,496
-8%
增持
ADBE
ADOBE INC
+$58.0K
706
+13%
减持
HD
HOME DEPOT INC
-$56.8K
1,331
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$51.3K
4,021
+23%
增持
BTAL
AGF INVTS TR
+$51.0K
15,204
+4%
增持
HXL
HEXCEL CORP NEW
-$50.3K
9,336
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$49.6K
7,767
+14%
增持
AZTA
AZENTA INC
+$48.5K
5,336
+29%
减持
CASY
CASEYS GEN STORES INC
-$43.7K
563
-30%
增持
CMI
CUMMINS INC
+$41.9K
2,348
+5%
增持
MPC
MARATHON PETE CORP
-$40.8K
1,668
+1%
减持
MCD
MCDONALDS CORP
-$39.3K
1,876
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$37.8K
11,620
+3%
增持
CRM
SALESFORCE INC
-$35.0K
1,055
+7%
增持
EFG
ISHARES TR
-$32.5K
28,505
+3%
减持
CSCO
CISCO SYS INC
-$32.0K
4,755
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
-$31.5K
2,094
+19%
增持
OZK
BANK OZK LITTLE ROCK ARK
-$30.6K
13,320
+4%
减持
EEM
ISHARES TR
-$29.5K
5,391
-13%
增持
UNP
UNION PAC CORP
+$28.7K
1,251
+13%
增持
KO
COCA COLA CO
+$27.6K
3,405
+1%
增持
PG
PROCTER AND GAMBLE CO
+$27.4K
2,006
+3%
增持
KRE
SPDR SER TR
+$26.8K
4,544
+7%
增持
MET
METLIFE INC
-$25.4K
7,032
+1%
减持
WMT
WALMART INC
+$23.6K
5,930
-5%
增持
SCHW
SCHWAB CHARLES CORP
-$23.0K
3,886
+5%
减持
—
ACCENTURE PLC IRELAND
-$23.0K
658
-1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$22.9K
68,958
+3%
减持
PEP
PEPSICO INC
-$22.0K
3,413
-2%
增持
ORCL
ORACLE CORP
+$22.0K
1,841
+7%
增持
INDA
ISHARES TR
+$21.9K
4,515
+1%
增持
V
VISA INC
-$21.2K
2,464
+4%
增持
AGM
FEDERAL AGRIC MTG CORP
+$20.5K
3,987
+13%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$16.5K
18,823
-2%
增持
PAYX
PAYCHEX INC
+$16.3K
2,638
+4%
增持
ROE
EA SERIES TRUST
+$14.3K
59,098
+2%
减持
ITA
ISHARES TR
+$14.2K
2,009
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$14.1K
822
+5%
增持
BAC
BANK AMERICA CORP
+$13.6K
6,023
+5%
减持
XYL
XYLEM INC
-$13.5K
2,184
-4%
减持
XBIL
RBB FD INC
-$12.9K
8,134
-3%
增持
—
APTIV PLC
+$12.1K
6,635
+19%
增持
RIV
RIVERNORTH OPPORTUNITIES FD
+$11.1K
28,273
+1%
增持
EXPD
EXPEDITORS INTL WASH INC
+$10.8K
2,799
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$10.5K
9,371
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$10.1K
3,830
-5%
增持
MA
MASTERCARD INCORPORATED
-$9.9K
713
+3%
