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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 65
减持 48
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$7.5M
297,875
+101%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$2.7M
38,986
-73%
增持
EFG
ISHARES TR
+$1.9M
22,938
+315%
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
SPIP
SPDR SERIES TRUST
+$1.6M
60,121
增持
RBIL
RBB FD INC
+$1.5M
34,963
+690%
增持
SPYM
SPDR SERIES TRUST
+$1.2M
124,156
+23%
减持
AGGA
EA SERIES TRUST
-$1.1M
13,387
-76%
减持
GLDM
WORLD GOLD TR
-$1.1M
24,616
-26%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.1M
35,190
建仓
IALT
BLACKROCK ETF TRUST
+$832.4K
30,530
建仓
—
COSTCO WHOLESALE CORPORATION
+$797.1K
800
建仓
FRDM
EA SERIES TRUST
+$708.9K
12,972
减持
AAPL
APPLE INC
-$678.2K
27,220
-1%
减持
IEMG
ISHARES INC
-$676.5K
9,997
-46%
减持
DYNF
BLACKROCK ETF TRUST
-$624.4K
62,209
-9%
增持
MSFT
MICROSOFT CORP
-$610.1K
15,735
+1%
减持
GRNY
TIDAL TRUST I
-$573.0K
61,121
-24%
清仓
MCHI
ISHARES TR
-$545.9K
0
-100%
减持
META
META PLATFORMS INC
-$520.0K
4,413
-2%
减持
NVDA
NVIDIA CORPORATION
-$506.5K
29,417
-1%
增持
GOOGL
ALPHABET INC
-$453.0K
14,274
+2%
增持
ITA
ISHARES TR
+$436.7K
9,478
+36%
减持
ITOT
ISHARES TR
-$405.4K
38,412
-1%
减持
SLV
ISHARES SILVER TR
-$359.6K
3,660
-54%
清仓
FXI
ISHARES TR
-$323.9K
0
-100%
清仓
SGOV
ISHARES TR
-$321.8K
0
-100%
减持
AVGO
BROADCOM INC
-$318.2K
7,144
-3%
减持
JPM
JPMORGAN CHASE & CO
-$289.8K
8,261
-2%
清仓
—
ACCENTURE PLC IRELAND
-$277.7K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$275.5K
866
建仓
SCHB
SCHWAB STRATEGIC TR
+$271.2K
10,803
清仓
APP
APPLOVIN CORP
-$264.3K
0
-100%
增持
GOOG
ALPHABET INC
-$264.0K
7,240
+0%
清仓
ADBE
ADOBE INC
-$238.6K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$236.2K
3,060
建仓
PFE
PFIZER INC
+$231.0K
8,226
减持
EFV
ISHARES TR
-$227.0K
42,379
-1%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$223.7K
662
增持
PPI
INVESTMENT MANAGERS SER TR I
+$223.4K
78,146
+16%
清仓
IGV
ISHARES TR
-$221.0K
0
-100%
建仓
QGRO
AMERICAN CENTY ETF TR
+$219.5K
2,090
建仓
EMXC
ISHARES INC
+$218.6K
2,779
建仓
—
EATON CORP PLC
+$216.0K
604
建仓
—
LINDE PLC
+$215.2K
434
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$215.0K
40,971
+15%
增持
—
EXXON MOBIL CORP
+$214.7K
8,061
+6%
建仓
NEE
NEXTERA ENERGY INC
+$214.4K
2,308
清仓
AXP
AMERICAN EXPRESS CO
-$211.8K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$210.2K
3,003
+74%
建仓
—
TE CONNECTIVITY PLC
+$209.9K
1,004
清仓
EMTL
SSGA ACTIVE TR
-$209.8K
0
-100%
清仓
LOW
LOWES COS INC
-$209.3K
0
-100%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$208.2K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$205.3K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$204.6K
111,194
+3%
增持
QDPL
PACER FDS TR
-$203.9K
124,700
+3%
清仓
HXL
HEXCEL CORP NEW
-$203.2K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$202.8K
0
-100%
清仓
BA
BOEING CO
-$202.7K
0
-100%
清仓
—
FTAI AVIATION LTD
-$202.4K
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$201.2K
184
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$201.1K
4,508
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$199.2K
68,155
+1%
减持
QUAL
ISHARES TR
-$194.7K
11,816
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$194.5K
39,818
+13%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$186.5K
21,594
+35%
增持
XLK
SELECT SECTOR SPDR TR
-$181.8K
19,365
+1%
增持
TSLA
TESLA INC
-$155.1K
4,833
+3%
增持
RSST
TIDAL TRUST II
-$153.7K
93,370
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$139.0K
16,833
+18%
减持
XLE
SELECT SECTOR SPDR TR
-$137.0K
3,345
-48%
减持
IOO
ISHARES TR
-$129.8K
4,297
-14%
减持
BAI
BLACKROCK ETF TRUST
-$123.0K
32,221
-4%
减持
BOXX
EA SERIES TRUST
-$122.1K
25,076
-5%
增持
CVX
CHEVRON CORPORATION
+$116.6K
2,242
+18%
减持
IXUS
ISHARES TR
-$115.5K
3,103
-26%
增持
RUNN
STRATEGIC TRUST
-$115.0K
57,872
+2%
减持
BKNG
BOOKING HOLDINGS INC
-$112.0K
68
-28%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
-$107.1K
67,075
+3%
减持
XLI
SELECT SECTOR SPDR TR
-$104.0K
1,503
-25%
减持
WFC
WELLS FARGO & CO
-$103.5K
6,647
-1%
减持
BAC
BANK AMERICA CORP
-$102.5K
8,497
-7%
增持
LLY
ELI LILLY & CO
-$101.3K
1,254
+4%
减持
JAAA
JANUS DETROIT STR TR
-$100.7K
8,017
-19%
增持
AMAT
APPLIED MATLS INC
+$95.3K
1,569
+18%
增持
ROE
EA SERIES TRUST
-$89.1K
47,241
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$87.7K
2,855
+2%
增持
MBSX
ADVISOR MANAGED PORTFOLIOS
+$87.4K
31,659
+3%
增持
VOO
VANGUARD INDEX FDS
-$87.3K
2,655
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$86.7K
5,938
+32%
减持
NFLX
NETFLIX INC.
+$86.1K
8,304
-5%
减持
PSQO
PALMER SQUARE FUNDS TR
-$80.5K
87,232
-3%
减持
V
VISA INC
-$77.8K
2,609
-2%
减持
CPRT
COPART INC
-$75.3K
7,176
-8%
增持
HD
HOME DEPOT INC
-$74.8K
1,672
+2%
增持
CACI
CACI INTL INC
-$70.1K
969
+3%
增持
GILD
GILEAD SCIENCES INC
+$67.5K
2,367
+37%
增持
EWY
ISHARES INC
+$66.0K
3,403
+22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$66.0K
1,228
+0%
增持
CMI
CUMMINS INC
-$65.9K
1,147
+1%
增持
AZ
A2Z CUST2MATE SOLUTIONS CORP
+$65.4K
54,204
+18%
减持
CRM
SALESFORCE INC
-$65.1K
1,704
-14%
减持
XHLF
BONDBLOXX ETF TRUST
-$64.8K
10,868
-11%
减持
MA
MASTERCARD INCORPORATED
-$64.2K
1,320
-2%
清仓
FTF
FRANKLIN LTD DURATION INCOME
-$62.8K
0
-100%
增持
MBSF
VALUED ADVISERS TR
+$61.7K
79,857
+4%
减持
LNC
LINCOLN NATL CORP IND
-$61.6K
12,608
-2%
增持
EMR
EMERSON ELEC CO
-$60.6K
2,196
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$58.5K
23,739
+10%
增持
DE
DEERE & CO
+$57.8K
898
+17%
增持
IEFA
ISHARES TR
-$57.4K
9,993
+1%
减持
QCOM
QUALCOMM INC
-$57.2K
2,171
-10%
减持
NYT
NEW YORK TIMES CO MTN BE
+$56.6K
3,944
-1%
增持
WMB
WILLIAMS COS INC
+$55.7K
6,528
+6%
增持
JNJ
JOHNSON & JOHNSON
+$55.5K
4,836
+2%
增持
GEV
GE VERNOVA INC
+$52.8K
493
+5%
增持
PG
PROCTER & GAMBLE CO
-$48.0K
5,715
+3%
减持
ISRG
INTUITIVE SURGICAL INC
-$47.5K
547
-10%
增持
HON
HONEYWELL INTL INC
+$47.1K
1,228
+28%
建仓
PTON
PELOTON INTERACTIVE INC
+$46.6K
10,862
增持
GE
GE AEROSPACE
-$46.2K
1,554
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$45.4K
3,422
-0%
减持
WIW
WESTERN AST INFL LKD OPP & I
-$44.7K
26,066
-15%
增持
KLAC
KLA CORP
+$42.7K
207
+14%
增持
CINF
CINCINNATI FINL CORP
-$42.5K
3,793
+0%
增持
AGM
FEDERAL AGRIC MTG CORP
-$42.5K
1,685
+2%
增持
ACWI
ISHARES TR
+$42.2K
2,216
+24%
减持
MPC
MARATHON PETE CORP
+$42.1K
1,207
-2%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$40.8K
12,218
+12%
增持
ANET
ARISTA NETWORKS INC
+$36.6K
2,008
+36%
减持
SPYG
SPDR SERIES TRUST
-$36.4K
2,860
-4%
减持
MS
MORGAN STANLEY
-$35.2K
1,828
-1%
增持
MET
METLIFE INC
-$34.8K
7,286
+1%
增持
TJX
TJX COS INC NEW
+$34.8K
3,949
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$34.4K
3,322
+1%
建仓
PUSA
AUREUS GREENWAY HLDGS INC
+$34.4K
10,150
减持
EXPD
EXPEDITORS INTL WASH INC
-$34.3K
1,486
-2%
增持
CAOS
EA SERIES TRUST
+$34.1K
11,997
+3%
减持
DIS
DISNEY WALT CO
-$33.3K
3,048
-0%
增持
INTC
INTEL CORP
-$33.1K
11,344
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.5K
2,987
+2%
减持
BNY
BANK NEW YORK MELLON CORP
-$31.0K
3,056
-1%
减持
GLW
CORNING INC
-$30.4K
2,022
-13%
增持
APH
AMPHENOL CORP
+$29.9K
2,356
+27%
增持
SPEM
SPDR INDEX SHS FDS
-$29.5K
14,922
+3%
增持
XYL
XYLEM INC
-$29.1K
1,849
+4%
增持
ABT
ABBOTT LABORATORIES
-$28.4K
4,015
+1%
减持
IVV
ISHARES TR
-$27.8K
571
-1%
减持
INTU
INTUIT
-$27.2K
518
-10%
减持
C
CITIGROUP INC
-$26.6K
2,372
-1%
