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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 47
增持 2
减持 26
清仓 75
方向
标的
Δ市值
现股数(环比)
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$45.7M
175,807
减持
AAPL
APPLE INCORPORATED
-$17.0M
52,758
-61%
建仓
IVV
ISHARES TR CORE S&P500 ETF
+$16.2M
30,759
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
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$11.7M
199,731
建仓
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$9.2M
207,119
建仓
IVE
ISHARES TR S&P 500 VAL ETF
+$8.9M
47,479
建仓
IUSV
ISHARES TR CORE S&P US VLU
+$8.8M
97,832
建仓
PSX
PHILLIPS 66
+$7.8M
47,858
建仓
MSFT
MICROSOFT CORPORATION
+$6.4M
15,133
建仓
WMT
WALMART INCORPORATED
+$6.0M
100,139
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$5.5M
67,809
建仓
HD
HOME DEPOT INCORPORATED
+$5.3M
13,945
减持
JPM
JPMORGAN CHASE & COMPANY
-$5.1M
29,318
-54%
建仓
DMAR
FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH
+$4.6M
130,745
建仓
UNP
UNION PAC CORPORATION
+$4.6M
18,502
建仓
JNJ
JOHNSON & JOHNSON
+$4.5M
28,432
建仓
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
+$4.5M
12,648
清仓
DJUL
FT VEST US EQUITY DEEP BUFFER ETF JULY
-$4.3M
0
-100%
减持
ABBV
ABBVIE INCORPORATED
-$4.0M
1,379
-95%
减持
CSCO
CISCO SYSTEMS INCORPORATED
-$3.8M
77,357
-47%
建仓
IVW
ISHARES TR S&P 500 GRWT ETF
+$3.7M
44,314
建仓
IXC
ISHARES TR GLOBAL ENERG ETF
+$3.6M
84,305
清仓
ALL
ALLSTATE CORPORATION
-$3.2M
0
-100%
建仓
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$3.2M
49,669
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$3.2M
34,037
减持
—
CHUBB LIMITED
-$3.1M
19,213
-42%
建仓
EFV
ISHARES TR EAFE VALUE ETF
+$3.0M
54,648
减持
MRK
MERCK & COMPANY INCORPORATED
-$2.9M
35,987
-43%
建仓
EFG
ISHARES TR EAFE GRWTH ETF
+$2.8M
27,013
减持
VLO
VALERO ENERGY CORPORATION
-$2.7M
2,216
-90%
清仓
ADI
ANALOG DEVICES INCORPORATED
-$2.3M
0
-100%
清仓
AVUV
AVANTIS US SMALL CAP VALUE ETF
-$2.3M
0
-100%
建仓
HCA
HCA HEALTHCARE INCORPORATED
+$2.1M
6,333
建仓
DRI
DARDEN RESTAURANTS INCORPORATED
+$2.0M
11,808
清仓
SMIG
ETF SER SOLUTIONS AAM BAHL GAYNOR SMAL/MID CAP
-$1.9M
0
-100%
清仓
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$1.9M
0
-100%
减持
—
EXXON MOBIL CORPORATION
-$1.9M
5,202
-78%
建仓
IJR
ISHARES TR CORE S&P SCP ETF
+$1.8M
16,721
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.8M
24,995
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$1.8M
1,185
-90%
清仓
ABT
ABBOTT LABS
-$1.8M
0
-100%
清仓
T
ATT INCORPORATED
-$1.7M
0
-100%
清仓
USMV
ISHARES TR MSCI USA MIN VOL
-$1.7M
0
-100%
清仓
ORCL
ORACLE CORPORATION
-$1.7M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INCORPORATED
-$1.6M
0
-100%
建仓
MUB
ISHARES TR NATIONAL MUN ETF
+$1.6M
14,965
建仓
MBB
ISHARES TR MBS ETF
+$1.6M
17,345
清仓
FCX
FREEPORT MCMORAN INCORPORATED CLASS B
-$1.6M
0
-100%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$1.6M
5,780
-63%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$1.5M
4,575
-69%
减持
—
EATON CORPORATION PLC SHS
-$1.5M
20,106
-36%
减持
QUAL
ISHARES TR MSCI USA QLT FCT
-$1.4M
58,086
-19%
建仓
HEFA
ISHARES TR HDG MSCI EAFE
+$1.4M
41,042
清仓
BGIG
ETF SER SOLUTIONS BAHL GAYNOR INCOME
-$1.4M
0
-100%
减持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$1.4M
96,547
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$1.3M
3,716
-51%
减持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$1.3M
13,862
-23%
清仓
HPQ
HP INCORPORATED
-$1.3M
0
-100%
清仓
JSCP
J P MORGAN SHORT DURATION CORE PLUS ETF
-$1.3M
0
-100%
清仓
RTX
RTX CORPORATION
-$1.3M
0
-100%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$1.1M
586
-74%
清仓
EHC
ENCOMPASS HEALTH CORPORATION
-$1.1M
0
-100%
清仓
ELV
ELEVANCE HEALTH INCORPORATED
-$1.1M
0
-100%
清仓
MTUM
ISHARES TR MSCI USA MMENTM
-$1.0M
0
-100%
清仓
AMGN
AMGEN INCORPORATED
-$1.0M
0
-100%
清仓
WM
WASTE MGMT INCORPORATED DEL
-$996.6K
0
-100%
建仓
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$990.7K
2,061
建仓
CVX
CHEVRON CORPORATION NEW
+$954.2K
6,049
清仓
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
-$905.4K
0
-100%
建仓
IWB
ISHARES TR RUS 1000 ETF
+$899.2K
3,122
清仓
BAC
BANK AMERICA CORPORATION
-$895.2K
0
-100%
清仓
COWZ
PACER US CASH COWS 100 ETF
-$887.1K
0
-100%
清仓
DHI
D R HORTON INCORPORATED
-$880.5K
0
-100%
清仓
VTRS
VIATRIS INCORPORATED
-$875.6K
0
-100%
清仓
ZTS
ZOETIS INCORPORATED CLASS A
-$862.8K
0
-100%
减持
AMZN
AMAZON COM INCORPORATED
-$854.1K
16,082
-31%
清仓
COR
CENCORA INCORPORATED
-$847.1K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$842.9K
102,700
-16%
清仓
WCC
WESCO INTERNATIONAL INCORPORATED
-$824.9K
0
-100%
建仓
TIP
ISHARES TR TIPS BD ETF
+$820.0K
7,634
减持
NVDA
NVIDIA CORPORATION
-$815.1K
2,997
-47%
清仓
AMH
AMERICAN HOMES 4 RENT CLASS A REIT
-$800.9K
0
-100%
建仓
LOW
LOWES COMPANIES INCORPORATED
+$799.9K
3,140
减持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
-$798.8K
18,588
-48%
清仓
FANG
DIAMONDBACK ENERGY INCORPORATED
-$793.7K
0
-100%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$784.3K
0
-100%
清仓
PSTG
PURE STORAGE INCORPORATED CLASS A
-$772.6K
0
-100%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$734.7K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$712.4K
0
-100%
清仓
SPY
SPDR SP 500 ETF
-$697.7K
0
-100%
减持
CRM
SALESFORCE INCORPORATED
-$689.6K
959
-72%
减持
XEL
XCEL ENERGY INCORPORATED
-$681.9K
3,749
-75%
清仓
DRLL
STRIVE US ENERGY ETF
-$671.6K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
-$650.0K
0
-100%
清仓
AFL
AFLAC INCORPORATED
-$645.8K
0
-100%
清仓
BA
BOEING COMPANY
-$640.6K
0
-100%
建仓
OGE
OGE ENERGY CORPORATION
+$616.3K
17,967
减持
V
VISA INCORPORATED COM CLASS A
-$614.0K
2,423
-49%
建仓
SFNC
SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR
+$610.1K
31,354
清仓
EQIX
EQUINIX INCORPORATED REIT
-$603.0K
0
-100%
建仓
PG
PROCTER AND GAMBLE COMPANY
+$602.1K
3,711
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$598.0K
0
-100%
建仓
WMB
WILLIAMS COMPANIES INCORPORATED
+$596.4K
15,304
清仓
AMT
AMERICAN TOWER CORPORATION NEW REIT
-$575.8K
0
-100%
清仓
—
GENPACT LIMITED SHS
-$574.8K
0
-100%
建仓
WAT
WATERS CORPORATION
+$561.1K
1,630
清仓
BNY
BANK NEW YORK MELLON CORPORATION
-$560.4K
0
-100%
增持
EMXC
ISHARES INCORPORATED MSCI EMRG CHN
+$554.6K
25,792
+52%
清仓
DWLD
DAVIS SELECT WORLDWIDE ETF
-$537.9K
0
-100%
清仓
KBH
KB HOME
-$536.4K
0
-100%
清仓
—
LINDE PLC SHS
-$534.9K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND COMPANY
-$533.5K
0
-100%
清仓
MO
ALTRIA GROUP INCORPORATED
-$526.6K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORPORATION
+$521.8K
8,029
建仓
—
CHORD ENERGY CORPORATION WARRANT EXP 111924
+$515.5K
5,176
减持
AVGO
BROADCOM INCORPORATED
-$500.9K
4,448
-15%
清仓
CHTR
CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A
-$495.8K
0
-100%
建仓
OKE
ONEOK INCORPORATED NEW
+$489.8K
6,110
清仓
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$487.9K
0
-100%
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$486.8K
0
-100%
清仓
DEO
DIAGEO PLC SPON ADR NEW
-$480.6K
0
-100%
清仓
EFAD
PROSHARES MSCI EAFE DIVIDEND GROWERS ETF
-$479.3K
0
-100%
清仓
NEE
NEXTERA ENERGY INCORPORATED
-$473.5K
0
-100%
清仓
VTS
VITESSE ENERGY INCORPORATED COMMON STOCK
-$464.9K
0
-100%
清仓
NOBL
PROSHARES SP 500 DIVIDEND ARISTOCRATS ETF
-$463.4K
0
-100%
清仓
REGL
PROSHARES SP MIDCAP 400 DIVIDEND ARISTOCRATS ETF
-$458.1K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$451.6K
0
-100%
建仓
INTU
INTUIT
+$449.8K
692
建仓
IJH
ISHARES TR CORE S&P MCP ETF
+$448.0K
7,375
清仓
TRV
TRAVELERS COMPANIES INCORPORATED
-$446.1K
0
-100%
减持
ENB
ENBRIDGE INCORPORATED
-$427.3K
7,180
-62%
清仓
MMM
3M COMPANY
-$392.3K
0
-100%
清仓
SDY
SPDR SP DIVIDEND ETF
-$389.9K
0
-100%
清仓
BUFR
FT VEST FUND OF BUFFER ETFS
-$384.6K
0
-100%
清仓
XLV
SPDR HEALTH CARE SELECT
-$381.6K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$373.5K
19,617
+1%
清仓
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
-$363.3K
0
-100%
建仓
URI
UNITED RENTALS INCORPORATED
+$360.6K
500
清仓
VCLT
VANGUARD LONG TERM CORPORATE BOND ETF
-$360.3K
0
-100%
建仓
LLY
ELI LILLY & COMPANY
+$349.3K
449
清仓
PLD
PROLOGIS INCORPORATED REIT
-$334.4K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$324.8K
0
-100%
建仓
CSX
CSX CORPORATION
+$320.8K
8,655
清仓
CAH
CARDINAL HEALTH INCORPORATED
-$313.5K
0
-100%
清仓
ARKK
ARK ETF TRUST INNOVATION ETF
-$311.5K
0
-100%
清仓
AFG
AMERICAN FINL GROUP INCORPORATED OHIO
-$311.0K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHINES
+$310.6K
1,627
清仓
MET
METLIFE INCORPORATED
-$303.4K
0
-100%
清仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
-$299.1K
0
-100%
清仓
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
-$299.0K
0
-100%
