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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 74
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$5.2M
192,267
-35%
减持
JPM
JPMORGAN CHASE & CO.
-$1.8M
9,467
-42%
增持
BOXX
EA SERIES TRUST
+$1.6M
32,589
+73%
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
SPYM
SPDR SERIES TRUST
+$1.3M
115,520
+8%
减持
AAPL
APPLE INC
+$1.1M
23,786
-0%
增持
ITA
ISHARES TR
+$1.0M
5,932
+432%
增持
NVDA
NVIDIA CORPORATION
+$994.4K
27,119
+2%
减持
EFG
ISHARES TR
-$892.8K
11,234
-42%
建仓
CAOS
EA SERIES TRUST
+$883.5K
9,868
减持
GOOGL
ALPHABET INC
+$770.4K
13,208
-5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$695.4K
30,938
+54%
减持
EFV
ISHARES TR
-$613.6K
50,349
-21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$612.7K
59,561
+13%
增持
GLDM
WORLD GOLD TR
+$596.6K
33,267
+13%
增持
MSFT
MICROSOFT CORP
+$577.8K
12,079
+5%
增持
GRNY
TIDAL TRUST I
+$529.7K
67,874
+30%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$491.6K
101,388
-16%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$460.5K
17,265
-35%
减持
AVGO
BROADCOM INC
+$423.0K
6,515
-0%
增持
QDPL
PACER FDS TR
+$422.8K
110,674
+3%
减持
TSLA
TESLA INC
+$419.0K
3,778
-10%
增持
AMZN
AMAZON COM INC
+$395.9K
17,928
+12%
减持
GOOG
ALPHABET INC
+$336.6K
6,295
-7%
清仓
IWF
ISHARES TR
-$329.4K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$325.5K
4,284
+32%
减持
ITOT
ISHARES TR
+$295.8K
35,577
-2%
清仓
IWP
ISHARES TR
-$295.2K
0
-100%
增持
EDV
VANGUARD WORLD FD
+$284.5K
12,266
+48%
建仓
GEV
GE VERNOVA INC
+$281.6K
458
建仓
APH
AMPHENOL CORP NEW
+$268.3K
2,168
建仓
MU
MICRON TECHNOLOGY INC
+$267.0K
1,596
建仓
ANET
ARISTA NETWORKS INC
+$265.6K
1,823
减持
COST
COSTCO WHSL CORP NEW
-$257.7K
3,472
-1%
清仓
IWD
ISHARES TR
-$244.8K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$237.6K
9,470
-2%
清仓
PAYX
PAYCHEX INC
-$233.2K
0
-100%
减持
MET
METLIFE INC
-$230.9K
7,203
-29%
建仓
URTH
ISHARES INC
+$230.4K
1,269
增持
BINC
BLACKROCK ETF TRUST II
+$226.9K
33,982
+13%
增持
META
META PLATFORMS INC
+$219.0K
4,198
+5%
建仓
RBIL
RBB FD INC
+$217.3K
4,341
建仓
CALF
PACER FDS TR
+$216.1K
4,935
建仓
NEM
NEWMONT CORP
+$216.0K
2,562
建仓
XBI
SPDR SERIES TRUST
+$213.7K
2,133
建仓
INTC
INTEL CORP
+$212.7K
6,339
建仓
HWM
HOWMET AEROSPACE INC
+$211.5K
1,078
建仓
EWU
ISHARES TR
+$206.2K
4,913
建仓
MRVL
MARVELL TECHNOLOGY INC
+$201.4K
2,396
增持
BAI
BLACKROCK ETF TRUST
+$200.5K
30,117
+3%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$196.1K
63,452
+7%
减持
RSST
TIDAL TRUST II
+$179.4K
87,395
-4%
减持
DYNF
BLACKROCK ETF TRUST
+$170.4K
63,177
-4%
增持
IOO
ISHARES TR
+$168.2K
4,438
+31%
增持
JNJ
JOHNSON & JOHNSON
+$164.6K
4,877
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$160.4K
1,153
+58%
增持
ORCL
ORACLE CORP
+$157.3K
2,466
+1%
减持
QUAL
ISHARES TR
+$155.4K
15,298
-0%
增持
VOO
VANGUARD INDEX FDS
+$137.3K
2,615
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$133.9K
3,134
-6%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$131.2K
38,490
+6%
增持
CSCO
CISCO SYS INC
+$129.0K
8,093
+32%
减持
ROE
EA SERIES TRUST
+$124.4K
56,792
-0%
增持
LRCX
LAM RESEARCH CORP
+$120.6K
2,423
+15%
增持
AMD
ADVANCED MICRO DEVICES INC
+$118.4K
3,663
+5%
减持
WMB
WILLIAMS COS INC
-$117.1K
5,888
-29%
减持
—
EXXON MOBIL CORP
-$109.1K
4,297
-21%
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$109.1K
110,793
+4%
增持
IEMG
ISHARES INC
+$104.1K
8,102
+13%
增持
ABBV
ABBVIE INC
+$98.6K
2,158
+2%
增持
AAXJ
ISHARES TR
+$95.4K
4,256
+20%
减持
CMI
CUMMINS INC
+$92.8K
1,141
-3%
减持
INTU
INTUIT
-$92.4K
520
-9%
建仓
AZ
A2Z CUST2MATE SOLUTIONS CORP
+$88.3K
11,054
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$78.2K
2,787
+3%
减持
NOW
SERVICENOW INC
-$77.8K
275
-16%
增持
IVV
ISHARES TR
+$77.2K
579
+16%
增持
BKNG
BOOKING HOLDINGS INC
+$76.6K
80
+29%
减持
NFLX
NETFLIX INC
-$76.5K
781
-0%
减持
CPRT
COPART INC
-$72.4K
6,772
-11%
增持
HD
HOME DEPOT INC
+$70.9K
1,697
+3%
减持
AGM
FEDERAL AGRIC MTG CORP
-$69.9K
1,706
-6%
增持
CAT
CATERPILLAR INC
+$67.4K
654
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$65.3K
3,520
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$63.8K
2,696
-4%
减持
HON
HONEYWELL INTL INC
-$62.3K
1,047
-12%
减持
GE
GE AEROSPACE
+$61.0K
1,437
-4%
增持
AGGA
EA SERIES TRUST
+$58.5K
51,699
+4%
减持
CVX
CHEVRON CORP NEW
-$57.3K
1,740
-23%
减持
RUNN
STRATEGIC TRUST
-$57.3K
63,623
-3%
增持
RTX
RTX CORPORATION
+$56.8K
1,814
+6%
减持
MCHI
ISHARES TR
+$55.9K
8,328
-7%
减持
DE
DEERE & CO
-$53.9K
777
-3%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$53.7K
116,646
+2%
减持
LNC
LINCOLN NATL CORP IND
+$51.5K
12,966
-4%
减持
MBSF
VALUED ADVISERS TR
-$49.4K
75,285
-3%
增持
SPEM
SPDR INDEX SHS FDS
+$48.8K
10,818
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$47.5K
589
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$47.1K
892
+8%
增持
JAAA
JANUS DETROIT STR TR
+$46.8K
8,062
+12%
增持
VGT
VANGUARD WORLD FD
+$46.6K
509
+0%
增持
GILD
GILEAD SCIENCES INC
+$46.5K
2,262
+24%
增持
AMAT
APPLIED MATLS INC
+$46.2K
1,354
+8%
减持
PM
PHILIP MORRIS INTL INC
-$45.6K
2,222
-3%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$44.8K
2,081
-4%
增持
MRK
MERCK & CO INC
+$44.8K
3,510
+15%
增持
C
CITIGROUP INC
+$44.5K
2,497
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$44.4K
3,834
+10%
减持
XLI
SELECT SECTOR SPDR TR
-$42.6K
1,473
-19%
增持
EEM
ISHARES TR
+$41.9K
6,421
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$41.9K
1,928
+7%
减持
PG
PROCTER AND GAMBLE CO
-$41.1K
2,593
-5%
增持
XONE
BONDBLOXX ETF TRUST
+$39.0K
11,093
+7%
增持
FXI
ISHARES TR
+$38.6K
8,164
+1%
增持
MS
MORGAN STANLEY
+$38.1K
1,840
+2%
增持
WMT
WALMART INC
+$38.1K
7,170
+1%
减持
ADBE
ADOBE INC
-$37.2K
936
-0%
减持
AIA
ISHARES TR
+$33.0K
2,886
-2%
减持
IYW
ISHARES TR
+$31.8K
1,490
-2%
增持
BAC
BANK AMERICA CORP
+$31.7K
8,212
+1%
减持
QYLD
GLOBAL X FDS
-$28.8K
12,595
-13%
减持
IEFA
ISHARES TR
-$28.4K
7,188
-9%
减持
SCHX
SCHWAB STRATEGIC TR
+$28.3K
25,376
-3%
减持
SPYG
SPDR SERIES TRUST
+$28.1K
3,175
-1%
增持
MA
MASTERCARD INCORPORATED
+$27.9K
985
+4%
减持
NYT
NEW YORK TIMES CO
-$27.3K
3,987
-12%
增持
KO
COCA COLA CO
-$27.2K
5,584
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$25.9K
3,523
+2%
减持
XYL
XYLEM INC
+$25.4K
1,833
-2%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$24.5K
9,501
+5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$22.5K
12,023
+3%
增持
—
ACCENTURE PLC IRELAND
-$22.4K
1,059
+13%
减持
GS
GOLDMAN SACHS GROUP INC
+$21.6K
319
-3%
增持
EIS
ISHARES INC
+$21.2K
2,450
+2%
减持
—
CHUBB LIMITED
-$20.4K
1,239
-3%
增持
LLY
ELI LILLY & CO
+$20.1K
1,147
+4%
增持
MCD
MCDONALDS CORP
+$19.6K
2,137
+1%
增持
FEZ
SPDR INDEX SHS FDS
+$19.4K
4,147
+4%
增持
PEP
PEPSICO INC
+$18.1K
2,583
+1%
减持
TJX
TJX COS INC NEW
+$17.0K
3,527
-10%
减持
RSSY
TIDAL TRUST II
+$16.4K
23,539
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$16.0K
3,288
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$15.8K
5,235
+6%
减持
WFC
WELLS FARGO CO NEW
+$15.0K
6,623
-0%
增持
AMGN
AMGEN INC
+$14.8K
974
+9%
减持
UNP
UNION PAC CORP
-$14.8K
1,223
-5%
增持
V
VISA INC
-$14.6K
2,450
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.4K
1,108
+8%
增持
MEAR
ISHARES U S ETF TR
+$11.7K
6,471
+3%
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$11.5K
10,189
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.2K
4,813
+4%
