小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 107 项
建仓 17
增持 60
减持 24
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$9.5M
143,289
+223%
增持
INTU
INTUIT
+$9.5M
20,443
+2854%
清仓
QQQ
INVESCO QQQ TR
-$8.7M
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。
减持
IUSV
ISHARES TR CORE S&P US VLU
-$8.6M
2,494
-97%
增持
AAPL
APPLE INCORPORATED
+$2.2M
53,493
+1%
建仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$2.2M
21,700
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.4M
176,099
+0%
增持
MSFT
MICROSOFT CORPORATION
+$1.4M
17,299
+14%
减持
MPC
MARATHON PETE CORPORATION
-$1.2M
34,587
-4%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
31,850
+963%
减持
AVGO
BROADCOM INCORPORATED
+$1.1M
4,374
-2%
增持
WMT
WALMART INCORPORATED
+$1.0M
104,182
+4%
增持
PSX
PHILLIPS 66
-$989.7K
48,363
+1%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$761.8K
30,943
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$642.5K
5,415
+46%
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$562.2K
207,889
+0%
建仓
HP
HELMERICH & PAYNE INCORPORATED
+$505.1K
13,976
增持
QUAL
ISHARES TR MSCI USA QLT FCT
+$443.9K
58,505
+1%
增持
HD
HOME DEPOT INCORPORATED
-$442.6K
14,253
+2%
减持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
+$367.1K
12,581
-1%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$323.0K
14,266
+3%
增持
CME
CME GROUP INCORPORATED
-$306.2K
20,260
+2%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$304.2K
34,313
+1%
建仓
YUM
YUM BRANDS INCORPORATED
+$303.9K
2,294
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$298.4K
99,284
+3%
清仓
NKE
NIKE INCORPORATED CLASS B
-$266.9K
0
-100%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$264.9K
16,329
减持
—
EATON CORPORATION PLC SHS
-$262.5K
19,213
-4%
增持
MRK
MERCK & COMPANY INCORPORATED
-$259.4K
36,237
+1%
增持
—
MEDTRONIC PLC SHS
-$256.4K
41,915
+3%
清仓
CELH
CELSIUS HLDGS INCORPORATED COM NEW
-$250.3K
0
-100%
建仓
KO
COCA COLA COMPANY
+$232.0K
3,645
建仓
CTRA
COTERRA ENERGY INCORPORATED
+$230.4K
8,638
建仓
GE
GE AEROSPACE COM NEW
+$228.4K
1,431
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$227.9K
751
建仓
PFE
PFIZER INCORPORATED
+$225.5K
8,058
建仓
SPGI
S&P GLOBAL INCORPORATED
+$216.9K
486
建仓
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
+$216.2K
391
增持
UNP
UNION PAC CORPORATION
-$216.0K
19,156
+4%
增持
AMZN
AMAZON COM INCORPORATED
+$215.9K
16,128
+0%
建仓
RSG
REPUBLIC SVCS INCORPORATED
+$214.7K
1,105
建仓
UNH
UNITEDHEALTH GROUP INCORPORATED
+$214.4K
421
清仓
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$213.9K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$213.1K
648
建仓
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$211.6K
2,087
清仓
—
NUTEX HEALTH INCORPORATED
-$210.9K
0
-100%
增持
DMAR
FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH
+$209.9K
132,581
+1%
增持
—
ISHARES TR IBONDS DEC24 ETF
+$192.7K
265,330
+3%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$192.0K
4,845
+6%
增持
—
ISHARES TR IBONDS DEC25 ETF
+$183.3K
255,709
+3%
增持
—
EXXON MOBIL CORPORATION
+$180.4K
6,805
+31%
增持
JNJ
JOHNSON & JOHNSON
-$170.2K
29,608
+4%
增持
IVE
ISHARES TR S&P 500 VAL ETF
-$167.6K
47,811
+1%
增持
IBTI
ISHARES TR IBONDS 28 TRM TS
+$148.5K
294,003
+3%
增持
—
ISHARES TR IBONDS 25 TRM TS
+$145.0K
416,397
+2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$143.0K
68,473
+1%
增持
—
ISHARES TR IBONDS 25 TRM HG
+$137.8K
285,394
+3%
建仓
NGL
NGL ENERGY PARTNERS LP COM UNIT REPST
+$129.7K
25,642
增持
DRI
DARDEN RESTAURANTS INCORPORATED
-$111.5K
12,307
+4%
增持
LLY
ELI LILLY & COMPANY
+$109.7K
507
+13%
减持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
-$96.5K
48,877
-2%
增持
—
JOHNSON CONTROLS INTERNATIONAL PLC SHS
+$89.3K
60,940
+0%
增持
JPM
JPMORGAN CHASE & COMPANY.
+$86.7K
29,462
+0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$85.5K
201,223
+1%
建仓
—
NUTEX HEALTH INCORPORATED COM NEW
+$85.2K
143,259
增持
DVN
DEVON ENERGY CORPORATION NEW
-$83.4K
44,276
+2%
减持
TIP
ISHARES TR TIPS BD ETF
-$82.7K
6,905
-10%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$77.5K
79,635
+3%
增持
HCA
HCA HEALTHCARE INCORPORATED
-$77.3K
6,334
+0%
增持
BBY
BEST BUY INCORPORATED
+$74.9K
23,834
+1%
增持
—
CHUBB LIMITED
-$70.9K
19,240
+0%
增持
IXC
ISHARES TR GLOBAL ENERG ETF
-$70.6K
85,530
+1%
增持
EFV
ISHARES TR EAFE VALUE ETF
-$69.6K
54,737
+0%
增持
PG
PROCTER AND GAMBLE COMPANY
+$67.5K
4,060
+9%
增持
—
ISHARES TR IBONDS 24 TRM TS
+$66.7K
686,569
+0%
增持
EMXC
ISHARES INCORPORATED MSCI EMRG CHN
+$50.0K
25,927
+1%
增持
IJR
ISHARES TR CORE S&P SCP ETF
-$48.7K
16,870
+1%
清仓
BSIN
U S ENERGY CORPORATION DEL
-$48.6K
0
-100%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$48.4K
1,280
+17%
增持
ABBV
ABBVIE INCORPORATED
+$41.7K
1,707
+24%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$40.8K
1,143
-3%
增持
TXN
TEXAS INSTRS INCORPORATED
+$39.0K
1,296
+6%
增持
V
VISA INCORPORATED COM CLASS A
+$38.0K
2,721
+12%
增持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
+$37.6K
18,620
+0%
减持
IBHF
ISHARES TR IBONDS 2026 TERM
-$37.6K
125,209
-1%
增持
CRM
SALESFORCE INCORPORATED
+$37.4K
1,269
+32%
减持
CSX
CSX CORPORATION
-$33.2K
8,600
-1%
增持
HEFA
ISHARES TR HDG MSCI EAFE
+$32.8K
41,186
+0%
增持
MA
MASTERCARD INCORPORATED CLASS A
-$31.9K
2,220
+6%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$31.1K
24,765
-1%
减持
IBMO
ISHARES TR IBONDS DEC 26
-$28.3K
56,586
-2%
增持
IFRA
ISHARES TR US INFRASTRUC
-$28.1K
22,727
+0%
减持
IBDT
ISHARES TR IBDS DEC28 ETF
-$27.1K
56,975
-1%
减持
MBB
ISHARES TR MBS ETF
-$26.1K
17,176
-1%
减持
—
ISHARES TR IBONDS DEC 25
-$24.9K
53,840
-2%
减持
MUB
ISHARES TR NATIONAL MUN ETF
-$23.6K
14,889
-1%
减持
IBDR
ISHARES TR IBONDS DEC2026
-$20.8K
84,401
-1%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$18.4K
104,046
+1%
减持
ICVT
ISHARES TR CONV BD ETF
-$17.9K
6,204
-2%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
+$17.8K
526
-10%
减持
IBTG
ISHARES TR IBONDS 26 TRM TS
-$15.0K
50,299
-1%
增持
EFG
ISHARES TR EAFE GRWTH ETF
-$10.4K
27,304
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$10.3K
175
-1%
减持
CVX
CHEVRON CORPORATION NEW
-$8.6K
6,045
-0%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$7.9K
457
+1%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$4.0K
1,989
-3%
减持
OKE
ONEOK INCORPORATED NEW
+$277
6,010
-2%
