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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 65
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$7.0M
295,888
+90%
增持
JPM
JPMORGAN CHASE & CO.
+$2.5M
16,440
+82%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$2.1M
0
-100%
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
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.8M
36,175
增持
SPYM
SPDR SERIES TRUST
+$1.3M
107,236
+9%
建仓
AGGA
EA SERIES TRUST
+$1.3M
49,720
建仓
GRNY
TIDAL TRUST I
+$1.2M
52,120
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.1M
120,055
+17%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
20,148
减持
QDPL
PACER FDS TR
-$963.9K
106,965
-24%
减持
NVDA
NVIDIA CORPORATION
+$871.4K
26,520
-3%
清仓
XTWY
BONDBLOXX ETF TRUST
-$855.2K
0
-100%
建仓
BAI
BLACKROCK ETF TRUST
+$828.3K
29,340
增持
MSFT
MICROSOFT CORP
+$651.1K
11,541
+1%
建仓
EDV
VANGUARD WORLD FD
+$555.1K
8,313
增持
META
META PLATFORMS INC
+$547.9K
3,982
+2%
增持
AMZN
AMAZON COM INC
+$447.2K
16,060
+0%
增持
GOOGL
ALPHABET INC
+$391.5K
13,878
+3%
增持
AVGO
BROADCOM INC
+$382.0K
6,521
+1%
建仓
IWF
ISHARES TR
+$329.4K
784
增持
AAPL
APPLE INC
+$311.0K
23,889
+2%
增持
RSST
TIDAL TR II
+$303.1K
91,471
+5%
清仓
CAOS
EA SERIES TRUST
-$297.3K
0
-100%
建仓
IWP
ISHARES TR
+$295.2K
2,144
建仓
MS
MORGAN STANLEY
+$254.3K
1,803
建仓
RTX
RTX CORPORATION
+$246.7K
1,711
建仓
IWD
ISHARES TR
+$244.8K
1,249
建仓
CAT
CATERPILLAR INC
+$244.8K
626
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$239.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$232.4K
329
建仓
AMAT
APPLIED MATLS INC
+$231.0K
1,257
清仓
IXUS
ISHARES TR
-$229.3K
0
-100%
建仓
EIS
ISHARES INC
+$224.5K
2,406
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$217.9K
0
-100%
增持
QUAL
ISHARES TR
+$214.2K
15,374
+1%
建仓
—
LINDE PLC
+$212.2K
445
建仓
C
CITIGROUP INC
+$209.0K
2,422
增持
BOXX
EA SERIES TRUST
+$208.1K
18,825
+10%
清仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$206.4K
0
-100%
减持
DYNF
BLACKROCK ETF TRUST
+$206.1K
65,679
-3%
建仓
GILD
GILEAD SCIENCES INC
+$204.6K
1,831
增持
NFLX
NETFLIX INC
+$203.3K
783
+10%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$202.3K
4,632
清仓
RBIL
RBB FD INC
-$200.9K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$192.6K
3,257
+21%
增持
INTU
INTUIT
+$184.0K
574
+42%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$183.0K
52,645
+0%
减持
MBSF
VALUED ADVISERS TR
-$182.9K
77,378
-8%
增持
ORCL
ORACLE CORP
+$180.4K
2,449
+3%
增持
IEFA
ISHARES TR
+$163.3K
7,874
+28%
清仓
RSBT
TIDAL TR II
-$158.9K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$156.7K
6,629
+25%
增持
—
EXXON MOBIL CORP
+$152.4K
5,434
+32%
减持
SPY
SPDR S&P 500 ETF TR
+$148.4K
2,805
-0%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$138.1K
10,254
增持
IEMG
ISHARES INC
+$133.6K
7,155
+34%
增持
IOO
ISHARES TR
+$130.2K
3,388
+41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$127.1K
3,484
+3%
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$126.4K
106,063
+5%
减持
UBER
UBER TECHNOLOGIES INC
-$124.2K
3,465
-35%
增持
TXN
TEXAS INSTRS INC
+$119.4K
1,959
+15%
减持
ROE
EA SERIES TRUST
+$119.3K
56,939
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$119.3K
26,449
-9%
增持
TSLA
TESLA INC
+$110.2K
4,194
+9%
减持
XLK
SELECT SECTOR SPDR TR
+$106.6K
9,689
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$104.9K
3,350
+18%
增持
CVX
CHEVRON CORP NEW
+$104.6K
2,250
+40%
增持
BAC
BANK AMERICA CORP
+$87.2K
8,140
+12%
增持
PM
PHILIP MORRIS INTL INC
+$86.1K
2,287
+21%
增持
NOW
SERVICENOW INC
+$83.9K
327
+30%
增持
KO
COCA COLA CO
+$80.6K
5,546
+23%
增持
CPRT
COPART INC
-$79.4K
7,593
+2%
增持
HD
HOME DEPOT INC
+$78.7K
1,653
+11%
增持
PG
PROCTER AND GAMBLE CO
+$78.0K
2,726
+19%
减持
WIW
WESTERN AST INFL LKD OPP & I
-$77.1K
30,284
-24%
建仓
PNBK
PATRIOT NATL BANCORP INC
+$75.0K
50,000
增持
T
AT&T INC
+$71.5K
14,214
+17%
增持
WMT
WALMART INC
+$69.4K
7,133
+9%
减持
GOOG
ALPHABET INC
+$69.1K
6,764
-7%
增持
ADBE
ADOBE INC
+$68.1K
937
+20%
清仓
FTF
FRANKLIN LTD DURATION INCOME
-$67.1K
0
-100%
增持
MET
METLIFE INC
+$66.6K
10,164
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$65.9K
1,024
+10%
增持
GE
GE AEROSPACE
+$65.2K
1,491
+5%
增持
XLI
SELECT SECTOR SPDR TR
+$64.7K
1,823
+21%
减持
RUNN
STRATEGIC TRUST
+$64.5K
65,533
-2%
减持
PPI
INVESTMENT MANAGERS SER TR I
+$64.2K
59,380
-1%
增持
QCOM
QUALCOMM INC
+$61.8K
2,086
+12%
增持
CRM
SALESFORCE INC
+$61.7K
1,555
+19%
增持
SCHW
SCHWAB CHARLES CORP
+$60.6K
3,268
+16%
增持
DIS
DISNEY WALT CO
+$55.3K
2,735
+3%
增持
SPYG
SPDR SERIES TRUST
+$54.1K
3,220
+8%
增持
ABBV
ABBVIE INC
+$53.5K
2,111
+12%
减持
JNJ
JOHNSON & JOHNSON
-$50.2K
4,744
-7%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$50.1K
161,576
-2%
减持
CSCO
CISCO SYS INC
+$48.7K
6,147
-2%
减持
EFG
ISHARES TR
+$43.5K
19,512
-3%
减持
RSSY
TIDAL TR II
+$42.1K
24,598
-0%
增持
AMGN
AMGEN INC
+$40.9K
895
+9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$39.5K
823
+4%
减持
VGT
VANGUARD WORLD FD
+$39.3K
508
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$37.6K
26,168
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$35.7K
578
+13%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$34.2K
11,633
-6%
增持
UNH
UNITEDHEALTH GROUP INC
-$34.0K
729
+2%
增持
HON
HONEYWELL INTL INC
+$30.9K
1,184
+0%
增持
MA
MASTERCARD INCORPORATED
+$30.9K
943
+7%
减持
V
VISA INC
-$30.7K
2,394
-4%
减持
ITOT
ISHARES TR
+$30.4K
36,192
-8%
增持
SPEM
SPDR INDEX SHS FDS
+$29.6K
10,678
+1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$29.1K
1,796
+4%
增持
COST
COSTCO WHSL CORP NEW
+$29.0K
3,521
+3%
增持
AIA
ISHARES TR
+$28.7K
2,954
+3%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$28.7K
114,890
-1%
减持
IVV
ISHARES TR
-$27.5K
500
-16%
减持
CMI
CUMMINS INC
+$26.0K
1,181
-0%
减持
—
CHUBB LIMITED
-$25.9K
1,278
-6%
减持
GLDM
WORLD GOLD TR
-$25.9K
29,455
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$25.1K
62
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$24.1K
2,702
+3%
增持
MRK
MERCK & CO INC
+$23.6K
3,053
+3%
增持
WMB
WILLIAMS COS INC
+$23.2K
8,346
+3%
减持
MEAR
ISHARES U S ETF TR
-$23.1K
6,280
-7%
增持
TJX
TJX COS INC NEW
+$22.7K
3,937
+7%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$22.5K
2,174
-4%
减持
GD
GENERAL DYNAMICS CORP
+$22.0K
1,178
-2%
减持
MPC
MARATHON PETE CORP
+$21.5K
1,482
-3%
减持
EEM
ISHARES TR
+$20.2K
6,227
-0%
减持
CGIE
CAPITAL GROUP INTERNATIONAL
+$19.9K
63,227
-4%
增持
FXI
ISHARES TR
+$18.8K
8,071
+1%
减持
OZK
BANK OZK LITTLE ROCK ARK
+$18.4K
4,802
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$18.4K
3,482
-1%
减持
WM
WASTE MGMT INC DEL
-$17.8K
1,464
-3%
减持
ITA
ISHARES TR
-$17.1K
1,116
-18%
减持
VTI
VANGUARD INDEX FDS
+$16.5K
744
-1%
减持
LH
LABCORP HOLDINGS INC
+$16.4K
1,162
-2%
减持
UNP
UNION PAC CORP
+$16.2K
1,290
-3%
减持
MCHI
ISHARES TR
+$14.1K
8,910
-1%
减持
AGM
FEDERAL AGRIC MTG CORP
+$13.2K
1,823
-1%
减持
LNC
LINCOLN NATL CORP IND
+$13.2K
13,520
-2%
减持
EFV
ISHARES TR
-$13.0K
63,345
-3%
减持
GSEW
GOLDMAN SACHS ETF TR
+$11.5K
3,357
-3%
减持
BINC
BLACKROCK ETF TRUST II
+$11.0K
30,082
-0%
减持
DE
DEERE & CO
-$11.0K
805
-6%
减持
BNY
BANK NEW YORK MELLON CORP
+$10.9K
3,511
-2%
减持
XYL
XYLEM INC
+$9.6K
1,870
-2%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$8.8K
10,635
-5%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$8.7K
9,028
+2%
减持
PEP
PEPSICO INC
-$8.4K
2,548
-6%
减持
LLY
ELI LILLY & CO
+$8.1K
1,102
-4%
