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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 134 项
建仓 2
增持 63
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$484.1K
20,383
-1%
增持
SDGR
SCHRODINGER INC
-$302.6K
14,160
+1%
减持
ENPH
ENPHASE ENERGY INC
-$278.9K
5,206
-4%
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
SDY
SPDR SER TR
-$276.8K
25,801
-3%
清仓
—
BERKSHIRE GREY INC
-$271.8K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$246.6K
0
-100%
清仓
—
BORGWARNER INC
-$239.7K
0
-100%
清仓
DQ
DAQO NEW ENERGY CORP
-$231.2K
0
-100%
减持
MRK
MERCK & CO INC
-$227.3K
15,975
-2%
建仓
PSX
PHILLIPS 66
+$223.8K
1,863
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$223.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$215.7K
41,319
-1%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$212.6K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$209.5K
124,902
-6%
增持
RTX
RTX CORPORATION
-$204.8K
7,914
+0%
清仓
ENVX
ENOVIX CORPORATION
-$202.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$199.2K
18,050
-0%
增持
ET
ENERGY TRANSFER L P
+$183.1K
130,847
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$179.6K
32,714
-2%
减持
IVV
ISHARES TR
-$178.4K
5,781
-3%
减持
GOOG
ALPHABET INC
+$172.6K
16,975
-1%
增持
MSFT
MICROSOFT CORP
-$162.0K
11,439
+3%
减持
IVW
ISHARES TR
-$159.2K
35,389
-3%
减持
—
BURNING ROCK BIOTECH LTD
-$157.0K
131,802
-1%
增持
DINO
HF SINCLAIR CORP
+$142.8K
9,162
+8%
增持
INDI
INDIE SEMICONDUCTOR INC
-$138.3K
52,500
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$138.2K
12,264
+24%
减持
JNJ
JOHNSON & JOHNSON
-$137.2K
3,889
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$134.8K
20,743
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$133.9K
10,381
-10%
减持
IJR
ISHARES TR
-$124.9K
15,116
-3%
减持
IJH
ISHARES TR
-$119.7K
5,663
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$115.1K
32,123
-2%
减持
AMGN
AMGEN INC
+$114.1K
2,532
-1%
增持
META
META PLATFORMS INC
+$113.7K
1,764
+22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$112.6K
8,254
-2%
增持
MCD
MCDONALDS CORP
-$105.9K
3,549
+2%
增持
TSHA
TAYSHA GENE THERAPIES INC
+$95.6K
38,200
+0%
减持
LLY
ELI LILLY & CO
+$94.0K
1,571
-2%
增持
TRP
TC ENERGY CORP
-$87.6K
15,266
+1%
减持
VLO
VALERO ENERGY CORP
+$81.5K
4,189
-4%
增持
F
FORD MTR CO DEL
-$80.8K
39,791
+5%
增持
—
DESKTOP METAL INC
-$79.9K
276,098
+1%
增持
CAT
CATERPILLAR INC
+$78.9K
2,791
+1%
减持
HIMX
HIMAX TECHNOLOGIES INC
-$76.9K
83,793
-0%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$76.5K
14,419
-2%
增持
REGN
REGENERON PHARMACEUTICALS
+$75.3K
666
+1%
增持
ENB
ENBRIDGE INC
-$72.9K
18,602
+0%
减持
ABBV
ABBVIE INC
+$71.7K
5,459
-1%
增持
PFE
PFIZER INC
-$70.7K
20,273
+0%
增持
RMBS
RAMBUS INC DEL
+$68.6K
5,563
+48%
增持
NVDA
NVIDIA CORPORATION
+$67.2K
2,611
+3%
增持
EGY
VAALCO ENERGY INC
+$66.5K
65,750
+11%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$63.0K
5,903
+3%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$61.5K
24,565
-2%
减持
QCOM
QUALCOMM INC
-$60.0K
6,228
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$59.0K
8,271
-2%
减持
RGNX
REGENXBIO INC
-$58.7K
14,360
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$58.2K
21,649
+7%
减持
APD
AIR PRODS & CHEMS INC
-$50.9K
1,300
-7%
增持
BABA
ALIBABA GROUP HLDG LTD
+$48.4K
10,343
+2%
减持
UMC
UNITED MICROELECTRONICS CORP
-$46.5K
50,320
-1%
减持
—
TOTALENERGIES SE
+$44.1K
6,492
-2%
增持
—
LUMINAR TECHNOLOGIES INC
-$43.8K
36,452
+20%
增持
—
PIONEER NAT RES CO
+$43.2K
1,458
+4%
建仓
ARDX
ARDELYX INC
+$42.8K
10,500
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$42.3K
8,299
-8%
减持
CAH
CARDINAL HEALTH INC
-$41.6K
4,279
-2%
增持
PG
PROCTER AND GAMBLE CO
-$41.5K
8,376
+1%
增持
RIO
RIO TINTO PLC
+$40.3K
8,493
+8%
增持
LMT
LOCKHEED MARTIN CORP
-$39.9K
877
+1%
增持
DTE
DTE ENERGY CO
-$39.0K
3,737
+0%
增持
SCCO
SOUTHERN COPPER CORP
+$36.8K
5,887
+4%
减持
MU
MICRON TECHNOLOGY INC
+$35.9K
10,871
-2%
减持
TTD
THE TRADE DESK INC
-$35.8K
8,400
-6%
增持
TNYA
TENAYA THERAPEUTICS INC
-$34.9K
11,850
+7%
增持
CRNC
CERENCE INC
-$34.0K
15,716
+30%
减持
NVS
NOVARTIS AG
-$31.1K
2,368
-12%
增持
—
ARGO BLOCKCHAIN PLC
-$29.8K
57,455
+5%
增持
BP
BP PLC
+$29.8K
7,467
+2%
减持
CTRA
COTERRA ENERGY INC
+$29.3K
18,219
-1%
增持
TSLA
TESLA INC
-$28.9K
2,593
+0%
增持
ADBE
ADOBE INC
+$28.1K
947
+2%
增持
—
PRECISION BIOSCIENCES INC
-$27.9K
196,790
+9%
减持
OXY
OCCIDENTAL PETE CORP
+$25.5K
4,318
-0%
减持
CVS
CVS HEALTH CORP
-$25.0K
6,365
-6%
减持
IWM
ISHARES TR
-$24.8K
1,713
-2%
减持
NVTA
INVITAE CORP
-$24.2K
45,805
-0%
减持
XLE
SELECT SECTOR SPDR TR
+$23.8K
3,381
-3%
减持
IWB
ISHARES TR
-$22.7K
1,850
-1%
减持
CSCO
CISCO SYS INC
+$22.4K
13,258
-1%
增持
DIS
DISNEY WALT CO
-$21.8K
3,023
+1%
减持
CLSK
CLEANSPARK INC
-$21.5K
37,630
-2%
增持
VICR
VICOR CORP
+$21.1K
3,765
+1%
减持
PM
PHILIP MORRIS INTL INC
-$21.0K
3,363
-1%
增持
T
AT&T INC
-$20.8K
22,668
+0%
增持
SBUX
STARBUCKS CORP
-$19.4K
2,518
+0%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$18.6K
5,385
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$17.2K
5,423
+17%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
-$14.7K
5,970
-1%
增持
AVGO
BROADCOM INC
+$14.7K
1,758
+5%
增持
FSK
FS KKR CAP CORP
+$13.2K
24,339
+0%
增持
BHP
BHP GROUP LTD
+$12.9K
4,034
+11%
减持
—
NORDIC AMERICAN TANKERS LIMI
-$12.6K
14,033
-27%
增持
DVN
DEVON ENERGY CORP NEW
+$11.4K
4,726
+7%
清仓
—
AMYRIS INC
-$11.2K
0
-100%
减持
LX
LEXINFINTECH HLDGS LTD
-$9.0K
66,755
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$8.8K
29,240
-6%
减持
—
PRESIDIO PPTY TR INC
-$7.4K
56,916
-2%
减持
—
FUBOTV INC
+$7.0K
13,050
-3%
减持
—
EATON CORP PLC
+$6.7K
1,791
-4%
减持
—
DANIMER SCIENTIFIC INC
-$6.4K
19,849
-1%
减持
TX
TERNIUM SA
-$6.3K
6,544
-3%
增持
WMT
WALMART INC
+$5.7K
2,038
+0%
增持
—
NEW YORK CMNTY BANCORP INC
+$5.4K
20,960
+1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$5.1K
7,534
-1%
增持
AM
ANTERO MIDSTREAM CORP
+$4.6K
10,849
+0%
增持
BIDU
BAIDU INC
-$4.5K
2,292
+0%
增持
MRNA
MODERNA INC
-$4.2K
2,707
+16%
增持
NIO
NIO INC
+$4.0K
47,437
+8%
增持
VIPS
VIPSHOP HLDGS LTD
-$3.9K
11,397
+1%
减持
—
TRINITY BIOTECH PLC
-$3.9K
16,650
-2%
增持
SOFI
SOFI TECHNOLOGIES INC
+$3.3K
17,166
+7%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$3.3K
2,997
-3%
增持
QQQ
INVESCO QQQ TR
-$3.0K
1,136
+2%
增持
EQT
EQT CORP
-$2.9K
13,106
+1%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$2.9K
68,460
+0%
减持
—
KALEYRA INC
-$2.2K
11,529
-9%
增持
—
BAKKT HOLDINGS INC
+$1.5K
23,566
+11%
增持
JPM
JPMORGAN CHASE & CO
-$707
1,909
+0%
减持
SQFTW
PRESIDIO PPTY TR INC
-$624
56,916
-2%
增持
AMZN
AMAZON COM INC
+$462
5,611
+3%
增持
—
ARQIT QUANTUM INC
-$436
22,350
+97%
增持
—
COSTAMARE INC
-$60
11,031
+0%
