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DRIVE WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

DRIVE WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001952781

持仓数

376

前50大市值合计

$309.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$26.6M

415,652

8.6%

IVV ISHARES TR

CORE S&P500 ETF

$26.1M

39,993

8.4%

BBUS J P MORGAN EXCHANGE TRADED F

BETABUILDRS US

$19.7M

168,496

6.4%

NVDA NVIDIA CORPORATION

COM

$17.1M

97,940

5.5%

AAPL APPLE INC

COM

$15.0M

58,947

4.8%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$13.6M

252,431

4.4%

MSFT MICROSOFT CORP

COM

$11.0M

29,817

3.6%

VO VANGUARD INDEX FDS

MID CAP ETF

$10.4M

36,324

3.4%

CLOA BLACKROCK ETF TRUST II

ISHARES AAA CLO

$9.3M

179,552

3.0%

AMZN AMAZON COM INC

COM

$8.5M

40,701

2.7%

CDX SIMPLIFY EXCHANGE TRADED FUN

HIGH YIELD ETF

$8.5M

396,511

2.7%

IJR ISHARES TR

CORE S&P SCP ETF

$7.9M

63,207

2.5%

GOOGL ALPHABET INC

CAP STK CL A

$7.6M

26,565

2.5%

JPLD J P MORGAN EXCHANGE TRADED F

JPMORGAM LTD DUR

$7.0M

134,983

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.5M

13,580

2.1%

META META PLATFORMS INC

CL A

$5.8M

10,057

1.9%

EVTR MORGAN STANLEY ETF TRUST

EATON VANCE TOTA

$5.7M

111,395

1.8%

CGMS CAPITAL GRP FIXED INCM ETF T

US MULTI-SECTOR

$5.3M

194,938

1.7%

— EXXON MOBIL CORP

COM

$5.2M

30,478

1.7%

EFV ISHARES TR

EAFE VALUE ETF

$5.1M

69,033

1.7%

AVGO BROADCOM INC

COM

$5.0M

16,202

1.6%

GOOG ALPHABET INC

CAP STK CL C

$4.8M

16,889

1.6%

TSLA TESLA INC

COM

$4.7M

12,753

1.5%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$4.3M

99,346

1.4%

GSID GOLDMAN SACHS ETF TR

MARKETBETA INTL

$3.9M

55,335

1.2%

CAT CATERPILLAR INC

COM

$3.8M

5,375

1.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.8M

11,869

1.2%

WMT WALMART INC

COM

$3.6M

29,169

1.2%

TFLO ISHARES TR

TRS FLT RT BD

$3.5M

69,659

1.1%

DFSE DIMENSIONAL ETF TRUST

EMERGING MARKETS

$3.2M

74,388

1.0%

IBDR ISHARES TR

IBONDS DEC2026

$3.1M

126,419

1.0%

SJNK SPDR SERIES TRUST

STATE STREET SPD

$3.0M

119,857

1.0%

JPM JPMORGAN CHASE & CO

COM

$2.8M

9,448

0.9%

LLY ELI LILLY & CO

COM

$2.7M

2,952

0.9%

PXF INVESCO EXCH TRADED FD TR II

RAFI DVLPD MRKTS

$2.5M

36,335

0.8%

SRLN SSGA ACTIVE ETF TR

STATE STREET BLA

$2.4M

60,062

0.8%

BALI BLACKROCK ETF TRUST

ISHARES US LARG

$2.4M

77,731

0.8%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$2.4M

73,194

0.8%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$2.4M

42,396

0.8%

V VISA INC

COM CL A

$2.3M

7,672

0.7%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.3M

3,834

0.7%

COST COSTCO WHOLESALE CORPORATION

COM

$2.3M

2,277

0.7%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$2.2M

48,742

0.7%

PXH INVESCO EXCH TRADED FD TR II

RAFI EMRGNG MRKT

$2.2M

82,658

0.7%

NUTX NUTEX HEALTH INC

COM

$2.2M

23,377

0.7%

XSOE WISDOMTREE TR

EM EX ST-OWNED

$2.2M

55,118

0.7%

CVX CHEVRON CORPORATION

COM

$2.0M

9,648

0.6%

DGRO ISHARES TR

CORE DIV GRWTH

$2.0M

28,132

0.6%

FNDE SCHWAB STRATEGIC TR

FUNDAMENTAL EMER

$2.0M

51,063

0.6%

WFC WELLS FARGO & CO

COM

$1.8M

22,717

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

VEA8.6%IVV8.4%BBUS6.4%NVDA5.5%AAPL4.8%VWO4.4%