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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 141 项
建仓 6
增持 30
减持 67
清仓 38
方向
标的
Δ市值
现股数(环比)
建仓
JMBS
JANUS DETROIT STR TR
+$1.6M
34,597
增持
IWM
ISHARES TR
+$1.0M
6,464
+303%
减持
NVDA
NVIDIA CORPORATION
+$977.5K
2,577
-6%
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
AAPL
APPLE INC
-$707.5K
18,910
-8%
清仓
HIMX
HIMAX TECHNOLOGIES INC
-$547.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$463.9K
19,974
-2%
增持
LLY
ELI LILLY & CO
+$438.3K
1,936
+6%
增持
—
EXXON MOBIL CORP
+$393.8K
23,565
+0%
增持
OPRA
OPERA LTD
+$370.2K
32,205
+207%
清仓
APD
AIR PRODS & CHEMS INC
-$355.9K
0
-100%
减持
IVW
ISHARES TR
+$326.4K
35,300
-0%
建仓
PYPL
PAYPAL HLDGS INC
+$317.9K
4,746
清仓
XLE
SELECT SECTOR SPDR TR
-$314.9K
0
-100%
减持
MSFT
MICROSOFT CORP
+$292.3K
11,004
-5%
清仓
EGY
VAALCO ENERGY INC
-$291.5K
0
-100%
减持
AVGO
BROADCOM INC
+$289.3K
1,658
-3%
清仓
—
ARGO BLOCKCHAIN PLC
-$287.1K
0
-100%
建仓
WGMI
VALKYRIE ETF TRUST II
+$285.5K
15,600
建仓
PANW
PALO ALTO NETWORKS INC
+$283.8K
999
减持
MRK
MERCK & CO INC
+$280.7K
14,945
-4%
增持
IVV
ISHARES TR
+$280.2K
5,776
+0%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$269.7K
0
-100%
建仓
JD
JD.COM INC
+$239.5K
8,745
清仓
RMBS
RAMBUS INC DEL
-$227.1K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$219.8K
0
-100%
建仓
TGT
TARGET CORP
+$219.2K
1,237
清仓
AMT
AMERICAN TOWER CORP NEW
-$214.1K
0
-100%
增持
NIO
NIO INC
-$213.8K
53,632
+7%
清仓
WFC
WELLS FARGO CO NEW
-$207.9K
0
-100%
清仓
—
NEW YORK CMNTY BANCORP INC
-$207.5K
0
-100%
清仓
VIPS
VIPSHOP HLDGS LTD
-$202.4K
0
-100%
减持
ET
ENERGY TRANSFER L P
+$199.3K
133,291
-3%
减持
TSLA
TESLA INC
-$196.4K
2,654
-1%
增持
GOOG
ALPHABET INC
+$180.8K
15,798
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$166.5K
28,285
+0%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$160.9K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$158.1K
5,039
-1%
增持
META
META PLATFORMS INC
+$157.3K
1,125
+2%
清仓
INTT
INTEST CORP
-$153.6K
0
-100%
增持
IJH
ISHARES TR
+$153.5K
28,317
+401%
减持
VLO
VALERO ENERGY CORP
+$146.0K
4,011
-3%
减持
CL
COLGATE PALMOLIVE CO
-$145.9K
2,850
-44%
增持
DVN
DEVON ENERGY CORP NEW
+$143.9K
7,912
+42%
减持
SDGR
SCHRODINGER INC
-$135.0K
13,578
-3%
减持
CSCO
CISCO SYS INC
-$126.6K
10,615
-18%
增持
BIDU
BAIDU INC
+$126.5K
3,602
+70%
清仓
LX
LEXINFINTECH HLDGS LTD
-$123.9K
0
-100%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$123.5K
5,621
-31%
增持
SCCO
SOUTHERN COPPER CORP
+$121.9K
5,932
+0%
减持
AMZN
AMAZON COM INC
+$121.8K
5,309
-3%
清仓
—
LUMINAR TECHNOLOGIES INC
-$121.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$117.1K
3,300
-7%
减持
PG
PROCTER AND GAMBLE CO
+$115.1K
8,272
-1%
增持
AMAT
APPLIED MATLS INC
+$111.7K
2,382
+2%
减持
CLSK
CLEANSPARK INC
+$109.4K
28,445
-36%
减持
ADBE
ADOBE INC
-$103.8K
772
-7%
减持
ABBV
ABBVIE INC
+$102.0K
4,849
-4%
清仓
—
BURNING ROCK BIOTECH LTD
-$101.9K
0
-100%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$101.5K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$97.8K
9,939
-8%
减持
BA
BOEING CO
-$95.4K
1,313
-2%
减持
—
EATON CORP PLC
+$91.7K
1,511
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$88.9K
37,635
-5%
减持
DIS
DISNEY WALT CO
+$88.7K
3,276
-5%
增持
RIO
RIO TINTO PLC
-$88.0K
8,464
+0%
减持
CAT
CATERPILLAR INC
+$87.9K
2,676
-11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$82.7K
5,445
-25%
清仓
—
PRECISION BIOSCIENCES INC
-$77.6K
0
-100%
清仓
TSHA
TAYSHA GENE THERAPIES INC
-$75.4K
0
-100%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$73.9K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$73.2K
5,009
+7%
减持
CRNC
CERENCE INC
-$72.3K
18,161
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$69.7K
1,036
+1%
减持
RTX
RTX CORPORATION
+$66.6K
7,241
-5%
清仓
HBM
HUDBAY MINERALS INC
-$64.4K
0
-100%
增持
PSX
PHILLIPS 66
+$63.1K
1,865
+3%
减持
INDI
INDIE SEMICONDUCTOR INC
-$61.8K
47,400
-3%
增持
CTRA
COTERRA ENERGY INC
+$55.7K
18,974
+2%
增持
BABA
ALIBABA GROUP HLDG LTD
-$55.4K
10,936
+0%
清仓
IQ
IQIYI INC
-$54.7K
0
-100%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$54.5K
4,903
-0%
减持
TTD
THE TRADE DESK INC
+$53.9K
6,535
-9%
增持
WMT
WALMART INC
+$53.3K
6,146
+206%
清仓
—
BAKKT HOLDINGS INC
-$53.2K
0
-100%
清仓
TNYA
TENAYA THERAPEUTICS INC
-$53.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$52.8K
1,886
-1%
减持
UMC
UNITED MICROELECTRONICS CORP
-$52.5K
46,319
-8%
增持
ENPH
ENPHASE ENERGY INC
-$52.4K
4,931
+0%
减持
QQQ
INVESCO QQQ TR
-$51.5K
925
-18%
减持
GOOGL
ALPHABET INC
+$48.5K
16,814
-6%
减持
AMGN
AMGEN INC
-$48.4K
2,373
-5%
清仓
PCT
PURECYCLE TECHNOLOGIES INC
-$45.6K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.5K
12,751
+1%
清仓
—
FUBOTV INC
-$43.1K
0
-100%
清仓
—
PRESIDIO PPTY TR INC
-$41.8K
0
-100%
增持
PFE
PFIZER INC
+$39.4K
23,460
+10%
增持
BHP
BHP GROUP LTD
-$39.0K
4,634
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$38.4K
30,871
-2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$37.7K
6,705
-9%
减持
RGNX
REGENXBIO INC
+$36.3K
13,360
-2%
增持
—
DESKTOP METAL INC
+$34.5K
243,142
+2%
减持
FSK
FS KKR CAP CORP
-$33.3K
22,149
-3%
清仓
BTE
BAYTEX ENERGY CORP
-$33.2K
0
-100%
增持
T
AT&T INC
+$32.7K
23,958
+3%
减持
IJR
ISHARES TR
+$32.7K
15,077
-0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$30.5K
5,427
-18%
减持
F
FORD MTR CO DEL
+$30.4K
35,765
-2%
减持
IWB
ISHARES TR
-$30.1K
1,365
-15%
清仓
—
KARYOPHARM THERAPEUTICS INC
-$25.7K
0
-100%
增持
DOW
DOW INC
+$23.5K
3,948
+6%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$22.6K
18,486
-13%
减持
MRNA
MODERNA INC
+$21.7K
3,127
-0%
清仓
NVTA
INVITAE CORP
-$20.2K
0
-100%
减持
QCOM
QUALCOMM INC
+$17.9K
5,348
-13%
减持
KMI
KINDER MORGAN INC DEL
-$17.4K
106,648
-5%
减持
CVS
CVS HEALTH CORP
-$16.3K
6,060
-4%
减持
BP
BP PLC
+$15.8K
7,456
-0%
清仓
—
DANIMER SCIENTIFIC INC
-$14.7K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$14.5K
3,302
-2%
清仓
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$14.1K
0
-100%
减持
DINO
HF SINCLAIR CORP
+$13.0K
8,566
-6%
增持
EQT
EQT CORP
-$12.5K
11,754
+1%
减持
CAH
CARDINAL HEALTH INC
+$12.0K
3,715
-7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$11.4K
29,540
-5%
清仓
—
BIOSIG TECHNOLOGIES INC
-$11.1K
0
-100%
减持
NVS
NOVARTIS AG
-$11.0K
2,358
-0%
减持
ENB
ENBRIDGE INC
-$10.4K
17,200
-2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$10.0K
4,069
-11%
减持
TX
TERNIUM SA
-$9.6K
6,294
-2%
清仓
—
ARQIT QUANTUM INC
-$8.7K
0
-100%
减持
CLX
CLOROX CO DEL
+$8.6K
1,497
-3%
清仓
—
TRINITY BIOTECH PLC
-$6.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$5.8K
3,885
+0%
减持
OXY
OCCIDENTAL PETE CORP
+$5.3K
3,476
-6%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
+$3.9K
5,559
-2%
清仓
—
ALAUNOS THERAPEUTICS INC
-$3.5K
0
-100%
减持
TRP
TC ENERGY CORP
+$2.7K
14,061
-2%
减持
BX
BLACKSTONE INC
-$2.6K
2,905
-1%
清仓
SQFTW
PRESIDIO PPTY TR INC
-$2.4K
0
-100%
减持
SDY
SPDR SER TR
-$1.1K
23,202
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$109
849
-0%