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Scissortail Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Scissortail Wealth Management, LLC
报告期 2026-03-31 · CIK 0001906793
持仓数
115
前50大市值合计
$445.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 137 项
建仓 24
增持 43
减持 13
清仓 57
方向
标的
Δ市值
现股数(环比)
清仓
MBB
ISHARES TR MBS ETF
-$9.1M
0
-100%
清仓
STIP
ISHARES TR 0-5 YR TIPS ETF
-$8.7M
0
-100%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-$6.9M
161,785
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。
-35%
建仓
ESGU
ISHARES TR ESG AWR MSCI USA
+$6.4M
67,509
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$6.4M
0
-100%
清仓
VLUE
ISHARES TR MSCI USA VALUE
-$6.4M
0
-100%
清仓
IAU
ISHARES GOLD TR ISHARES NEW
-$6.4M
0
-100%
减持
QQQ
INVESCO QQQ
-$6.4M
641
-96%
清仓
FLOT
ISHARES TR FLTG RATE NT ETF
-$6.2M
0
-100%
清仓
ISTB
ISHARES TR CORE 1 5 YR USD
-$6.2M
0
-100%
清仓
RLY
SPDR SSGA MULTI-ASSET REAL RETURN ETF
-$5.7M
0
-100%
增持
COMT
ISHARES U S ETF TR GSCI CMDTY STGY
+$4.7M
138,375
+556%
建仓
QUAL
ISHARES TR MSCI USA QLT FCT
+$4.7M
37,411
增持
COP
CONOCOPHILLIPS
+$4.4M
67,083
+83%
清仓
—
EATON CORPORATION PLC SHS
-$3.8M
0
-100%
建仓
EFV
ISHARES TR EAFE VALUE ETF
+$3.7M
84,221
建仓
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
+$3.7M
78,815
清仓
—
CHUBB LIMITED
-$3.2M
0
-100%
减持
USMV
ISHARES TR MSCI USA MIN VOL
-$3.2M
74,790
-32%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$3.1M
137,548
+2%
清仓
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
-$3.0M
0
-100%
建仓
AVGO
BROADCOM INCORPORATED
+$2.9M
5,177
清仓
IJR
ISHARES TR CORE S&P SCP ETF
-$2.7M
0
-100%
清仓
IJH
ISHARES TR CORE S&P MCP ETF
-$2.7M
0
-100%
清仓
IGSB
ISHARES TR ISHS 1-5YR INVS
-$2.6M
0
-100%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$2.3M
0
-100%
清仓
—
MEDTRONIC PLC SHS
-$2.3M
0
-100%
减持
FALN
ISHARES TR FALN ANGLS USD
-$2.2M
41,720
-62%
建仓
EFG
ISHARES TR EAFE GRWTH ETF
+$2.1M
24,053
增持
PSX
PHILLIPS 66
+$1.9M
48,655
+49%
减持
GOVT
ISHARES TR US TREAS BD ETF
-$1.9M
87,034
-42%
建仓
MTUM
ISHARES TR MSCI USA MMENTM
+$1.8M
12,277
建仓
TIP
ISHARES TR TIPS BD ETF
+$1.6M
13,445
建仓
SPIP
SPDR PORTFOLIO TIPS ETF
+$1.5M
53,921
清仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$1.5M
0
-100%
建仓
ESGE
ISHARES INCORPORATED ESG AWR MSCI EM
+$1.3M
41,378
建仓
HDV
ISHARES TR CORE HIGH DV ETF
+$1.3M
12,605
建仓
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.2M
46,003
增持
MRK
MERCK COMPANY INCORPORATED
+$1.2M
38,167
+27%
建仓
IJS
ISHARES TR SP SMCP600VL ETF
+$1.1M
10,507
增持
IVV
ISHARES TR CORE SP500 ETF
-$1.0M
30,365
+3%
建仓
EEMV
ISHARES INCORPORATED MSCI EMERG MRKT
+$1.0M
17,759
减持
AAPL
APPLE INCORPORATED
-$1.0M
50,646
-8%
增持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
+$967.0K
47,134
+85%
减持
MSFT
MICROSOFT CORPORATION
-$939.0K
14,223
-6%
增持
HD
HOME DEPOT INCORPORATED
-$847.0K
10,299
+2%
增持
JNJ
JOHNSON JOHNSON
+$810.0K
23,523
+29%
建仓
SFNC
SIMMONS 1ST NATL CORPORATION CLASS A 1 PAR
+$803.0K
31,354
建仓
OGE
OGE ENERGY CORPORATION
+$758.0K
17,746
建仓
IOO
ISHARES TR GLOBAL 100 ETF
+$743.0K
10,458
建仓
IFRA
ISHARES TR US INFRASTRUC
+$736.0K
18,817
建仓
XLE
SPDR ENERGY SELECT SECTOR FUND
+$688.0K
8,666
建仓
ICVT
ISHARES TR CONV BD ETF
+$660.0K
8,744
清仓
EMB
ISHARES TR JPMORGAN USD EMG
-$597.0K
0
-100%
增持
JPM
JPMORGAN CHASE & COMPANY
-$574.0K
24,803
+9%
增持
IUSB
ISHARES TR CORE TOTAL USD
+$568.0K
124,503
+23%
减持
DVN
DEVON ENERGY CORPORATION NEW
+$566.0K
37,246
-16%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$523.0K
61,553
+46%
减持
MPC
MARATHON PETE CORPORATION
+$460.0K
45,731
-29%
增持
OXY
OCCIDENTAL PETE CORPORATION
+$430.0K
9,029
+69%
增持
WMT
WALMART INCORPORATED
+$418.0K
31,910
+15%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$351.0K
57,654
+14%
建仓
—
CONTINENTAL RES INCORPORATED
+$342.0K
4,853
增持
AMZN
AMAZON COM INCORPORATED
+$324.0K
16,997
+2607%
建仓
—
CHORD ENERGY CORPORATION WARRANT EXP 111924
+$322.0K
5,176
增持
—
EXXON MOBIL CORPORATION
+$319.0K
5,602
+66%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$313.0K
3,281
+43%
清仓
PFE
PFIZER INCORPORATED
-$298.0K
0
-100%
建仓
XEL
XCEL ENERGY INCORPORATED
+$296.0K
3,849
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$283.0K
11,056
+26%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$248.0K
11,613
+36%
清仓
SBUX
STARBUCKS CORPORATION
-$216.0K
0
-100%
清仓
BAC
BK OF AMERICA CORPORATION
-$215.0K
0
-100%
清仓
RH
RH
-$214.0K
0
-100%
建仓
ATO
ATMOS ENERGY CORPORATION
+$210.0K
1,780
增持
META
META PLATFORMS INCORPORATED CLASS A
-$208.0K
1,309
+1%
增持
OKE
ONEOK INCORPORATED NEW
+$207.0K
5,748
+108%
清仓
BX
BLACKSTONE INCORPORATED
-$207.0K
0
-100%
增持
CVX
CHEVRON CORPORATION NEW
+$204.0K
4,264
+5%
清仓
MO
ALTRIA GROUP INCORPORATED
-$201.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INCORPORATED
-$191.0K
0
-100%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$183.0K
0
-100%
增持
BBY
BEST BUY INCORPORATED
+$183.0K
16,582
+42%
清仓
MHK
MOHAWK INDUSTRIES INCORPORATED
-$182.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INCORPORATED
-$176.0K
0
-100%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$176.0K
0
-100%
清仓
RSG
REPUBLIC SVCS INCORPORATED
-$172.0K
0
-100%
清仓
MCD
MCDONALDS CORPORATION
-$170.0K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INCORPORATED
-$170.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
-$168.0K
0
-100%
清仓
CL
COLGATE PALMOLIVE COMPANY
-$167.0K
0
-100%
清仓
INTC
INTEL CORPORATION
-$166.0K
0
-100%
清仓
URI
UNITED RENTALS INCORPORATED
-$166.0K
0
-100%
清仓
DIS
DISNEY WALT COMPANY
-$159.0K
0
-100%
清仓
KKR
KKR & COMPANY INCORPORATED
-$158.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$157.0K
0
-100%
清仓
HLI
HOULIHAN LOKEY INCORPORATED CLASS A
-$155.0K
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
-$154.0K
12,948
+1%
清仓
DOW
DOW INCORPORATED
-$150.0K
0
-100%
清仓
DEO
DIAGEO PLC SPON ADR NEW
-$147.0K
0
-100%
清仓
SHOP
SHOPIFY INCORPORATED CLASS A
-$146.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LIMITED SPONSORED ADS
-$143.0K
0
-100%
清仓
NFLX
NETFLIX INCORPORATED
-$143.0K
0
-100%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$141.0K
65,359
+23%
清仓
IDXX
IDEXX LABS INCORPORATED
-$132.0K
0
-100%
清仓
HALO
HALOZYME THERAPEUTICS INCORPORATED
-$131.0K
0
-100%
清仓
CBSH
COMMERCE BANCSHARES INCORPORATED
-$130.0K
0
-100%
清仓
FBIN
FORTUNE BRANDS HOME & SEC INCORPORATED
-$127.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INCORPORATED CLASS B
-$125.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INCORPORATED
-$123.0K
0
-100%
清仓
VFH
VANGUARD FINANCIALS ETF
-$121.0K
0
-100%
清仓
DXCM
DEXCOM INCORPORATED
-$118.0K
0
-100%
增持
NKE
NIKE INCORPORATED CLASS B
-$112.0K
2,880
+8%
增持
UNP
UNION PAC CORPORATION
-$109.0K
13,050
+1%
清仓
BA
BOEING COMPANY
-$102.0K
0
-100%
增持
ABBV
ABBVIE INCORPORATED
+$101.0K
1,479
+87%
清仓
IIIV
I3 VERTICALS INCORPORATED COM CLASS A
-$101.0K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$101.0K
0
-100%
清仓
XLI
SPDR INDUSTRIAL SELECT SECTOR FUND
-$100.0K
0
-100%
增持
WMB
WILLIAMS COMPANIES INCORPORATED
+$96.0K
10,015
+2%
增持
CME
CME GROUP INCORPORATED
+$95.0K
13,484
+14%
增持
PG
PROCTER AND GAMBLE COMPANY
+$92.0K
3,640
+31%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$81.0K
2,115
-19%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$67.0K
5,820
+2088%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$55.0K
4,141
-13%
增持
CTVA
CORTEVA INCORPORATED
+$55.0K
3,300
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$55.0K
1,657
+27%
减持
QCOM
QUALCOMM INCORPORATED
-$55.0K
1,671
-0%
增持
—
DUPONT DE NEMOURS INCORPORATED
-$53.0K
3,304
+4%
增持
INTU
INTUIT
-$51.0K
1,098
+23%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$45.0K
2,011
+21%
增持
TSLA
TESLA INCORPORATED
+$37.0K
259
+39%
增持
NVDA
NVIDIA CORPORATION
-$32.0K
4,687
+51%
增持
V
VISA INCORPORATED COM CLASS A
+$22.0K
1,872
+6%
增持
TXN
TEXAS INSTRS INCORPORATED
-$14.0K
1,294
+0%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$11.0K
4,102
+2371%
减持
DE
DEERE COMPANY
+$3.0K
830
-6%
