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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 142 项
建仓 8
增持 35
减持 90
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$725.4K
11,534
+1%
增持
AAPL
APPLE INC
+$460.4K
20,517
+1%
减持
AVGO
BROADCOM INC
+$448.1K
1,710
-3%
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
IBM
INTERNATIONAL BUSINESS MACHS
+$440.1K
20,485
-1%
清仓
—
TOTALENERGIES SE
-$426.9K
0
-100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$365.9K
1,026
增持
CLSK
CLEANSPARK INC
+$350.6K
44,780
+19%
清仓
—
PIONEER NAT RES CO
-$334.7K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$303.6K
5,108
-53%
减持
IVV
ISHARES TR
+$273.9K
5,771
-0%
减持
IVW
ISHARES TR
+$233.0K
35,344
-0%
增持
—
ARGO BLOCKCHAIN PLC
+$229.6K
76,755
+34%
增持
LLY
ELI LILLY & CO
+$224.2K
1,832
+17%
减持
—
DESKTOP METAL INC
-$223.7K
238,942
-13%
清仓
VICR
VICOR CORP
-$221.7K
0
-100%
建仓
BTO
HANCOCK JOHN FINL OPPTYS FD
+$220.5K
7,329
减持
AMD
ADVANCED MICRO DEVICES INC
+$216.8K
7,228
-12%
增持
NVDA
NVIDIA CORPORATION
+$215.2K
2,728
+4%
建仓
AMT
AMERICAN TOWER CORP NEW
+$214.1K
992
建仓
WFC
WELLS FARGO CO NEW
+$207.9K
4,223
减持
IJR
ISHARES TR
+$207.7K
15,091
-0%
建仓
DOW
DOW INC
+$205.2K
3,742
减持
QCOM
QUALCOMM INC
+$195.8K
6,136
-1%
减持
IJH
ISHARES TR
+$154.4K
5,652
-0%
清仓
IONQ
IONQ INC
-$154.3K
0
-100%
建仓
INTT
INTEST CORP
+$153.6K
11,295
减持
VZ
VERIZON COMMUNICATIONS INC
+$151.1K
39,528
-4%
减持
META
META PLATFORMS INC
-$140.6K
1,099
-38%
减持
TTD
THE TRADE DESK INC
-$139.1K
7,190
-14%
建仓
OPRA
OPERA LTD
+$139.0K
10,505
增持
CAT
CATERPILLAR INC
+$130.7K
3,019
+8%
清仓
AM
ANTERO MIDSTREAM CORP
-$130.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$127.3K
17,820
-1%
减持
AMZN
AMAZON COM INC
+$122.6K
5,501
-2%
减持
MCD
MCDONALDS CORP
+$112.6K
3,533
-0%
清仓
—
COSTAMARE INC
-$106.1K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$106.0K
31,533
-2%
减持
UBER
UBER TECHNOLOGIES INC
+$103.3K
10,839
-12%
减持
SDGR
SCHRODINGER INC
+$101.3K
14,010
-1%
减持
KMI
KINDER MORGAN INC DEL
-$97.5K
111,870
-10%
减持
BA
BOEING CO
+$90.4K
1,338
-1%
减持
RIO
RIO TINTO PLC
+$87.0K
8,427
-1%
减持
EQT
EQT CORP
-$83.6K
11,594
-12%
清仓
—
KALEYRA INC
-$83.5K
0
-100%
减持
RMBS
RAMBUS INC DEL
-$83.2K
3,328
-40%
减持
SDY
SPDR SER TR
+$78.8K
24,376
-6%
增持
BHP
BHP GROUP LTD
+$76.8K
4,484
+11%
增持
UMC
UNITED MICROELECTRONICS CORP
+$72.0K
50,504
+0%
减持
RTX
RTX CORPORATION
+$70.0K
7,602
-4%
增持
DIS
DISNEY WALT CO
+$67.1K
3,457
+14%
增持
SCCO
SOUTHERN COPPER CORP
+$66.8K
5,925
+1%
减持
INDI
INDIE SEMICONDUCTOR INC
+$66.6K
49,000
-7%
增持
ET
ENERGY TRANSFER L P
+$61.6K
137,491
+5%
增持
PFE
PFIZER INC
-$60.9K
21,243
+5%
减持
REGN
REGENERON PHARMACEUTICALS
-$59.8K
556
-17%
减持
OXY
OCCIDENTAL PETE CORP
-$59.5K
3,695
-14%
增持
HIMX
HIMAX TECHNOLOGIES INC
+$58.1K
90,193
+8%
清仓
—
NORDIC AMERICAN TANKERS LIMI
-$57.8K
0
-100%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$56.7K
4,908
-17%
减持
CSCO
CISCO SYS INC
-$56.3K
12,993
-2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$55.7K
7,332
-12%
减持
QQQ
INVESCO QQQ TR
+$55.4K
1,129
-1%
减持
BIDU
BAIDU INC
-$55.2K
2,122
-7%
减持
CVS
CVS HEALTH CORP
+$55.2K
6,328
-1%
减持
VLO
VALERO ENERGY CORP
-$55.0K
4,143
-1%
增持
BABA
ALIBABA GROUP HLDG LTD
-$50.4K
10,924
+6%
减持
F
FORD MTR CO DEL
-$49.6K
36,469
-8%
增持
T
AT&T INC
+$48.5K
23,179
+2%
增持
JPM
JPMORGAN CHASE & CO
+$48.0K
1,910
+0%
减持
MRK
MERCK & CO INC
+$46.6K
15,514
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$45.4K
12,628
+22%
增持
TSHA
TAYSHA GENE THERAPIES INC
-$45.3K
42,600
+12%
减持
—
LUMINAR TECHNOLOGIES INC
-$44.9K
35,902
-2%
清仓
ARDX
ARDELYX INC
-$42.8K
0
-100%
减持
AMGN
AMGEN INC
+$42.4K
2,510
-1%
减持
INGR
INGREDION INC
+$40.8K
5,000
-2%
增持
CRNC
CERENCE INC
+$38.2K
18,226
+16%
减持
TRP
TC ENERGY CORP
+$37.2K
14,391
-6%
减持
AMAT
APPLIED MATLS INC
+$36.0K
2,342
-6%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$35.3K
11,250
-22%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$33.9K
31,235
-5%
减持
ABBV
ABBVIE INC
-$32.8K
5,039
-8%
减持
CAH
CARDINAL HEALTH INC
+$32.1K
4,005
-6%
增持
MRNA
MODERNA INC
+$31.9K
3,132
+16%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$30.5K
21,330
-1%
减持
—
NEW YORK CMNTY BANCORP INC
-$30.2K
20,287
-3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$28.1K
8,158
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$27.6K
5,586
+18%
减持
LMT
LOCKHEED MARTIN CORP
+$27.5K
852
-3%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
+$27.1K
5,671
-5%
减持
—
DANIMER SCIENTIFIC INC
-$26.3K
14,449
-27%
增持
NIO
NIO INC
+$26.3K
50,182
+6%
减持
—
BURNING ROCK BIOTECH LTD
-$26.0K
109,542
-17%
减持
DTE
DTE ENERGY CO
+$25.6K
3,597
-4%
增持
—
BAKKT HOLDINGS INC
+$25.6K
23,841
+1%
增持
BP
BP PLC
-$24.0K
7,488
+0%
减持
SOFI
SOFI TECHNOLOGIES INC
+$23.7K
16,166
-6%
增持
LX
LEXINFINTECH HLDGS LTD
-$23.6K
67,355
+1%
减持
FSK
FS KKR CAP CORP
-$23.5K
22,821
-6%
减持
ENPH
ENPHASE ENERGY INC
+$23.4K
4,911
-6%
增持
TNYA
TENAYA THERAPEUTICS INC
+$22.8K
16,350
+38%
减持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$22.4K
60,050
-12%
增持
CTRA
COTERRA ENERGY INC
-$19.6K
18,545
+2%
减持
IWM
ISHARES TR
+$18.8K
1,602
-6%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$18.6K
6,627
-12%
减持
—
KARYOPHARM THERAPEUTICS INC
-$18.1K
29,730
-9%
减持
PSX
PHILLIPS 66
+$17.7K
1,814
-3%
减持
DINO
HF SINCLAIR CORP
-$17.4K
9,073
-1%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$16.6K
11,731
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.5K
28,210
-4%
减持
V
VISA INC
+$15.7K
898
-5%
减持
ENB
ENBRIDGE INC
+$15.3K
17,566
-6%
增持
TSLA
TESLA INC
+$14.1K
2,668
+3%
减持
GOOG
ALPHABET INC
-$13.6K
15,785
-7%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$12.1K
4,566
-15%
减持
MRVL
MARVELL TECHNOLOGY INC
-$11.7K
4,674
-14%
减持
IWB
ISHARES TR
-$11.3K
1,614
-13%
增持
HBM
HUDBAY MINERALS INC
+$11.2K
11,660
+7%
减持
ADBE
ADOBE INC
+$10.5K
827
-13%
减持
TX
TERNIUM SA
+$10.4K
6,394
-2%
增持
—
PRECISION BIOSCIENCES INC
+$10.4K
212,490
+8%
减持
SBUX
STARBUCKS CORP
-$10.0K
2,290
-9%
减持
WMT
WALMART INC
-$9.4K
2,008
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$9.3K
3,756
+11%
减持
RGNX
REGENXBIO INC
+$8.8K
13,660
-5%
增持
—
FUBOTV INC
+$8.2K
13,550
+4%
减持
NVTA
INVITAE CORP
-$7.5K
32,255
-30%
减持
—
TRINITY BIOTECH PLC
-$6.2K
14,150
-15%
增持
PM
PHILIP MORRIS INTL INC
+$5.7K
3,370
+0%
减持
PG
PROCTER AND GAMBLE CO
+$5.4K
8,374
-0%
减持
—
ARQIT QUANTUM INC
-$4.6K
18,350
-18%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$4.5K
2,797
-7%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$4.4K
16,940
-31%
减持
IQ
IQIYI INC
-$3.6K
11,215
-9%
建仓
—
ALAUNOS THERAPEUTICS INC
+$3.5K
50,100
减持
—
PRESIDIO PPTY TR INC
-$3.5K
40,562
-29%
减持
JNJ
JOHNSON & JOHNSON
+$3.2K
3,884
-0%
减持
EGY
VAALCO ENERGY INC
+$2.8K
64,918
-1%
增持
—
BIOSIG TECHNOLOGIES INC
+$1.8K
23,300
+23%
减持
GS
GOLDMAN SACHS GROUP INC
+$1.7K
1,000
-16%
减持
—
EATON CORP PLC
-$1.2K
1,581
-12%
减持
SQFTW
PRESIDIO PPTY TR INC
+$499
40,562
-29%