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Redwood Wealth Management Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Redwood Wealth Management Group, LLC
报告期 2026-03-31 · CIK 0001963839
持仓数
169
前50大市值合计
$177.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 137 项
建仓 7
增持 69
减持 46
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$754.1K
0
-100%
增持
MSFT
MICROSOFT CORP
+$610.0K
11,082
+1%
减持
AAPL
APPLE INC
+$584.1K
20,487
-0%
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。
增持
IVV
ISHARES TR
+$551.2K
5,970
+16%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$541.9K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$454.8K
930
增持
AVGO
BROADCOM INC
+$391.9K
1,667
+1%
增持
SDGR
SCHRODINGER INC
+$335.5K
14,080
+1%
清仓
PPL
PPL CORP
-$315.1K
0
-100%
增持
F
FORD MTR CO DEL
+$285.9K
38,007
+66%
减持
GOOG
ALPHABET INC
+$279.4K
17,075
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$276.4K
4,623
减持
GOOGL
ALPHABET INC
+$269.8K
18,069
-1%
清仓
—
TRITON INTL LTD
-$250.3K
0
-100%
建仓
ALB
ALBEMARLE CORP
+$246.6K
1,105
减持
IJH
ISHARES TR
-$246.4K
5,858
-18%
清仓
WFC
WELLS FARGO CO NEW
-$240.8K
0
-100%
建仓
—
BORGWARNER INC
+$239.7K
4,900
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$238.1K
6,056
清仓
BWA
BORGWARNER INC
-$236.5K
0
-100%
清仓
DOW
DOW INC
-$225.3K
0
-100%
清仓
BTO
HANCOCK JOHN FINL OPPTYS FD
-$223.8K
0
-100%
清仓
CNP
CENTERPOINT ENERGY INC
-$222.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$219.2K
31,095
+2%
清仓
—
QIAGEN NV
-$209.4K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$207.3K
0
-100%
清仓
JD
JD.COM INC
-$206.1K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$202.0K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$200.6K
0
-100%
建仓
VICR
VICOR CORP
+$200.6K
3,715
减持
ABBV
ABBVIE INC
-$194.0K
5,507
-6%
增持
REGN
REGENERON PHARMACEUTICALS
+$193.4K
658
+94%
增持
MRK
MERCK & CO INC
+$186.9K
16,223
+2%
减持
LLY
LILLY ELI & CO
+$179.5K
1,598
-4%
增持
BABA
ALIBABA GROUP HLDG LTD
-$168.8K
10,183
+2%
增持
AMZN
AMAZON COM INC
+$163.5K
5,468
+3%
减持
—
DESKTOP METAL INC
-$146.7K
272,897
-0%
减持
TTD
THE TRADE DESK INC
+$144.7K
8,965
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$135.7K
8,439
+0%
减持
KMI
KINDER MORGAN INC DEL
-$130.2K
132,424
-4%
增持
UBER
UBER TECHNOLOGIES INC
+$123.9K
9,864
+4%
增持
ENPH
ENPHASE ENERGY INC
-$122.8K
5,400
+11%
增持
META
META PLATFORMS INC
+$110.9K
1,449
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$106.8K
9,012
-16%
减持
EQT
EQT CORP
+$102.4K
13,001
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$100.9K
20,741
+2%
增持
HIMX
HIMAX TECHNOLOGIES INC
-$96.0K
83,893
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$95.1K
11,516
-4%
减持
T
AT&T INC
-$94.6K
22,653
-4%
减持
—
EXXON MOBIL CORP
-$89.4K
23,459
-1%
增持
—
BURNING ROCK BIOTECH LTD
-$85.8K
132,482
+0%
减持
CAH
CARDINAL HEALTH INC
+$82.4K
4,369
-0%
增持
—
LUMINAR TECHNOLOGIES INC
+$79.1K
30,477
+52%
增持
CAT
CATERPILLAR INC
+$74.1K
2,776
+4%
增持
VLO
VALERO ENERGY CORP
-$73.9K
4,366
+4%
减持
IONQ
IONQ INC
+$72.7K
10,373
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$68.4K
41,808
+0%
增持
ET
ENERGY TRANSFER L P
+$67.4K
130,135
+2%
减持
—
ATLANTICA SUSTAINABLE INFR P
-$64.3K
9,534
-2%
减持
MCD
MCDONALDS CORP
+$63.9K
3,488
-0%
减持
INDI
INDIE SEMICONDUCTOR INC
-$60.0K
49,900
-0%
增持
QQQ
INVESCO QQQ TR
+$59.0K
1,110
+2%
减持
CLSK
CLEANSPARK INC
+$57.8K
38,430
-0%
减持
SDY
SPDR SER TR
-$57.1K
26,466
-1%
增持
—
EATON CORP PLC
+$56.9K
1,866
+0%
增持
QCOM
QUALCOMM INC
-$52.9K
6,315
+0%
建仓
HBM
HUDBAY MINERALS INC
+$52.4K
10,910
增持
MRNA
MODERNA INC
-$50.4K
2,336
+7%
增持
ENVX
ENOVIX CORPORATION
+$50.0K
11,200
+10%
增持
JNJ
JOHNSON & JOHNSON
+$48.4K
4,488
+0%
增持
—
NEW YORK CMNTY BANCORP INC
+$48.3K
20,662
+2%
增持
AMGN
AMGEN INC
-$47.8K
2,552
+0%
减持
IVW
ISHARES TR
-$47.2K
36,613
-11%
减持
—
PRECISION BIOSCIENCES INC
-$42.2K
180,690
-1%
增持
UMC
UNITED MICROELECTRONICS CORP
-$42.1K
50,920
+0%
增持
DQ
DAQO NEW ENERGY CORP
-$40.0K
5,824
+1%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$40.0K
3,097
-2%
减持
TSLA
TESLA INC
+$36.9K
2,589
-16%
减持
SOFI
SOFI TECHNOLOGIES INC
+$34.6K
16,050
-2%
增持
PFE
PFIZER INC
-$29.9K
20,262
+7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$29.7K
32,905
-0%
减持
MU
MICRON TECHNOLOGY INC
+$29.4K
11,149
-0%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$29.3K
5,718
+4%
增持
TRP
TC ENERGY CORP
+$28.6K
15,166
+1%
减持
IWB
ISHARES TR
+$26.2K
1,876
-2%
增持
CVS
CVS HEALTH CORP
-$25.9K
6,790
+2%
增持
EGY
VAALCO ENERGY INC
+$25.5K
59,068
+36%
增持
VIPS
VIPSHOP HOLDINGS LIMITED
+$25.1K
11,297
+6%
增持
CTRA
COTERRA ENERGY INC
+$24.7K
18,321
+2%
增持
LX
LEXINFINTECH HLDGS LTD
-$24.4K
68,355
+2%
增持
RIO
RIO TINTO PLC
-$23.8K
7,835
+3%
增持
V
VISA INC
+$22.7K
948
+6%
增持
SCCO
SOUTHERN COPPER CORP
-$22.1K
5,665
+1%
增持
WMT
WALMART INC
+$20.1K
2,037
+0%
增持
DINO
HF SINCLAIR CORP
+$20.1K
8,491
+15%
增持
BA
BOEING CO
+$19.5K
1,348
+8%
减持
NVS
NOVARTIS AG
+$19.0K
2,698
-2%
增持
FSK
FS KKR CAP CORP
+$17.3K
24,297
+0%
增持
CRNC
CERENCE INC
+$16.3K
12,116
+1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$16.1K
7,574
-2%
减持
DVN
DEVON ENERGY CORP NEW
-$16.1K
4,428
-3%
增持
BX
BLACKSTONE INC
+$15.9K
2,935
+0%
增持
ENB
ENBRIDGE INC
-$15.7K
18,582
+0%
增持
OXY
OCCIDENTAL PETE CORP
-$15.6K
4,330
+0%
增持
IQ
IQIYI INC
-$14.1K
12,315
+12%
增持
BP
BP PLC
-$13.9K
7,348
+2%
清仓
—
STRONGHOLD DIGITAL MINING IN
-$13.8K
0
-100%
减持
RMBS
RAMBUS INC DEL
-$13.6K
3,768
-24%
增持
SBUX
STARBUCKS CORP
-$12.6K
2,516
+0%
增持
AM
ANTERO MIDSTREAM CORP
+$12.5K
10,809
+0%
增持
NIO
NIO INC
+$11.7K
43,842
+12%
减持
—
FUBOTV INC
+$11.4K
13,400
-1%
增持
BHP
BHP GROUP LTD
-$10.4K
3,630
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$10.3K
33,479
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$10.3K
20,279
+0%
增持
—
BAKKT HOLDINGS INC
-$9.6K
21,176
+2%
减持
CSCO
CISCO SYS INC
-$9.4K
13,342
-0%
减持
IWM
ISHARES TR
+$9.4K
1,749
-2%
增持
NVTA
INVITAE CORP
-$8.9K
45,905
+2%
减持
—
PRESIDIO PPTY TR INC
-$8.1K
58,360
-1%
减持
RGNX
REGENXBIO INC
+$7.8K
14,760
-3%
增持
—
PIONEER NAT RES CO
+$7.4K
1,407
+1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$6.9K
5,420
-3%
增持
TSHA
TAYSHA GENE THERAPIES INC
-$5.0K
38,050
+1%
增持
—
COSTAMARE INC
+$4.4K
10,980
+2%
减持
—
ARGO BLOCKCHAIN PLC
-$4.2K
54,555
-0%
减持
PG
PROCTER AND GAMBLE CO
-$3.9K
8,325
-2%
增持
DIS
DISNEY WALT CO
-$2.8K
2,989
+11%
减持
—
BERKSHIRE GREY INC
-$2.8K
192,794
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$2.5K
865
+3%
增持
ERIC
ERICSSON
-$1.6K
11,781
+5%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$1.5K
8,461
+0%
减持
AMAT
APPLIED MATLS INC
-$1.4K
2,482
-15%
减持
PM
PHILIP MORRIS INTL INC
+$1.1K
3,405
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.0K
7,905
+0%
增持
—
ARQIT QUANTUM INC
-$756
11,350
+10%
减持
SQFTW
PRESIDIO PPTY TR INC
+$112
58,361
-1%
