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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 39
增持 15
减持 20
清仓 76
方向
标的
Δ市值
现股数(环比)
建仓
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES
+$31.4M
31,420,178
建仓
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$14.8M
14,763,050
建仓
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES
+$4.2M
4,219,681
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。
建仓
FAGCX
FIDELITY ADVISOR GROWTH OPPS I
+$3.0M
16,265
建仓
MDIJX
MFS INTL DIVERSIFICATION I
+$2.8M
111,144
建仓
VDIGX
VANGUARD DIVIDEND GROWTH FUND INV
+$2.6M
61,339
建仓
LBNYX
LORD ABBETT BOND-DEBENTURE I
+$2.3M
323,129
建仓
PICMX
VIRTUS KAR MID-CAP GROWTH I
+$2.3M
36,377
建仓
—
COLUMBIA DIVIDEND INCOME INST2
+$2.1M
58,816
建仓
LCRDX
LORD ABBETT CR OPPORTUNITIES INST
+$2.1M
229,547
建仓
VWILX
VANGUARD INTERNATIONAL GROWTH ADM
+$1.8M
15,429
建仓
FIXIX
FIDELITY ADVISOR INTL SMALL CAP I
+$1.8M
51,622
建仓
VSIAX
VANGUARD SMALL CAP VALUE INDEX ADMIRAL
+$1.7M
20,033
建仓
BPTRX
BARON PARTNERS RETAIL
+$1.7M
10,014
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.7M
13,879
+100%
建仓
GIBLX
GUGGENHEIM TOTAL RETURN BOND P
+$1.3M
52,721
建仓
—
TOUCHSTONE SANDS CPTL EMERG MKTS GR Y
+$1.2M
74,289
建仓
RSIGX
VICTORY RS INTERNATIONAL Y
+$1.1M
69,410
建仓
HYMIX
LORD ABBETT HIGH INCOME MUNI BOND I
+$1.1M
99,605
建仓
FGSIX
FEDERATED HERMES MDT MID CAP GROWTH IS
+$1.0M
18,012
增持
ET
ENERGY TRANSFER L P LP
+$964.5K
187,020
+49%
建仓
VWUSX
VANGUARD US GROWTH INVESTOR
+$943.5K
13,451
减持
IBM
IBM CORP
+$845.0K
19,460
-3%
建仓
—
VIRTUS KAR SMALL-CAP GROWTH I
+$839.0K
23,087
建仓
BGAIX
BARON GLOBAL ADVANTAGE INSTITUTIONAL
+$809.2K
22,736
建仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$761.9K
1,433
建仓
VWENX
VANGUARD WELLINGTON ADMIRAL
+$751.3K
9,393
减持
—
HON HAI PRECISION ORDF
-$703.7K
834,115
-2%
建仓
PIMIX
PIMCO INCOME INSTL
+$650.5K
60,289
建仓
DSDYX
BNY MELLON GLOBAL FIXED INCOME - Y
+$584.8K
28,009
建仓
LGLIX
LORD ABBETT GROWTH LEADERS I
+$556.4K
12,704
建仓
LAHYX
LORD ABBETT HIGH YIELD I
+$550.5K
84,437
建仓
PMZIX
PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL
+$535.8K
56,583
建仓
VWUAX
VANGUARD US GROWTH ADMIRAL
+$534.3K
2,938
建仓
PIFZX
PGIM SHORT-TERM CORPORATE BOND Z
+$527.5K
49,027
建仓
SLV
ISHARES SILVER TRUST ETF
+$488.7K
17,200
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$362.5K
29,701
+1%
建仓
VMGRX
VANGUARD MID CAP GROWTH INV
+$359.2K
13,560
建仓
LISSX
LORD ABBETT SPECIAL SITUATIONS INCOME I
+$343.6K
36,904
增持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$329.0K
4,825
+365%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$326.8K
10,316
-3%
建仓
—
EATON VANCE EMERGING MARKETS LOCAL INC I
+$304.9K
87,362
建仓
MFIIX
MFS INCOME I
+$299.6K
49,349
减持
GOOGL
ALPHABET INC CLASS A
-$297.5K
16,636
-1%
增持
META
META PLATFORMS INC CLASS A
+$296.0K
1,930
+20%
清仓
CRWD
CRWD
-$294.3K
0
-100%
清仓
INDI
INDI
-$292.1K
0
-100%
减持
AAPL
APPLE INC
+$291.5K
18,200
-3%
减持
GOOG
ALPHABET INC CLASS C
-$272.3K
15,873
-1%
增持
TSLA
TESLA INC
+$267.2K
4,015
+1%
建仓
TBGVX
TWEEDY, BROWNE INTERNATIONAL VALUE FUND
+$256.8K
8,668
增持
AVGO
BROADCOM INC
+$245.9K
17,030
+916%
建仓
TWEBX
TWEEDY, BROWNE VALUE
+$242.8K
12,188
增持
VOO
VANGUARD S&P 500 ETF
+$227.7K
479
+858%
清仓
OXY
OXY
-$219.6K
0
-100%
减持
HIMX
HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$218.4K
86,577
-1%
清仓
OMFL
OMFL
-$211.6K
0
-100%
建仓
—
BNY MELLON HIGH YIELD MUNICIPAL BOND - I
+$207.3K
18,476
清仓
BA
BA
-$206.9K
0
-100%
清仓
SQM
SQM
-$202.9K
0
-100%
清仓
BMRN
BMRN
-$201.5K
0
-100%
减持
QCOM
QUALCOMM INC
-$195.9K
5,069
-5%
减持
CLSK
CLEANSPARK INC
-$195.0K
27,445
-3%
清仓
JEPQ
JEPQ
-$194.3K
0
-100%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$189.9K
374
+214%
清仓
TXN
TXN
-$182.5K
0
-100%
清仓
VWO
VWO
-$181.4K
0
-100%
增持
MSFT
MICROSOFT CORP
-$180.0K
11,021
+0%
清仓
—
AY
-$175.6K
0
-100%
清仓
WTRG
WTRG
-$173.9K
0
-100%
清仓
DUK
DUK
-$172.4K
0
-100%
清仓
EGY
EGY
-$171.2K
0
-100%
清仓
APD
APD
-$168.2K
0
-100%
清仓
AMT
AMT
-$166.8K
0
-100%
清仓
SCHD
SCHD
-$164.9K
0
-100%
清仓
ENVX
ENVX
-$164.6K
0
-100%
清仓
CMI
CMI
-$164.2K
0
-100%
清仓
CIVI
CIVI
-$163.9K
0
-100%
增持
MRNA
MODERNA INC
-$162.2K
3,512
+5%
清仓
CVX
CVX
-$160.9K
0
-100%
清仓
TGT
TGT
-$159.9K
0
-100%
清仓
DEM
DEM
-$159.7K
0
-100%
减持
MRK
MERCK & CO. INC.
-$159.4K
14,762
-0%
清仓
PAA
PAA
-$158.4K
0
-100%
清仓
ITOT
ITOT
-$157.7K
0
-100%
清仓
RPG
RPG
-$157.4K
0
-100%
清仓
RGNX
RGNX
-$156.3K
0
-100%
清仓
AIG
AIG
-$151.6K
0
-100%
减持
ETHE
GRAYSCALE ETHEREUM TR ET
-$150.4K
14,825
-2%
清仓
SIEGY
SIEGY
-$150.3K
0
-100%
清仓
DTIL
DTIL
-$149.6K
0
-100%
减持
CAT
CATERPILLAR INC
+$148.8K
2,640
-0%
清仓
SO
SO
-$148.7K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
+$147.7K
102,607
-4%
清仓
FSCO
FSCO
-$146.7K
0
-100%
清仓
HESM
HESM
-$146.5K
0
-100%
清仓
TSM
TSM
-$145.1K
0
-100%
清仓
NFLX
NFLX
-$145.1K
0
-100%
清仓
C
C
-$145.0K
0
-100%
增持
LLY
ELI LILLY AND CO
+$144.8K
2,154
+11%
清仓
MO
MO
-$144.7K
0
-100%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$143.4K
13,066
+2%
清仓
CEG
CEG
-$143.4K
0
-100%
清仓
CCI
CCI
-$143.3K
0
-100%
清仓
MS
MS
-$142.6K
0
-100%
清仓
DTM
DTM
-$139.9K
0
-100%
清仓
—
QGEN
-$139.2K
0
-100%
清仓
VUG
VUG
-$138.4K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$136.6K
15,116
-1%
清仓
KIGRY
KIGRY
-$135.8K
0
-100%
清仓
AB
AB
-$135.5K
0
-100%
清仓
—
TTE
-$133.4K
0
-100%
清仓
BWA
BWA
-$132.9K
0
-100%
清仓
INTT
INTT
-$132.3K
0
-100%
减持
RTX
RTX CORP
+$131.9K
6,923
-2%
清仓
HON
HON
-$131.5K
0
-100%
清仓
WY
WY
-$130.9K
0
-100%
清仓
EVRG
EVRG
-$128.9K
0
-100%
清仓
NRG
NRG
-$128.4K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$128.0K
792
-33%
清仓
PRU
PRU
-$126.6K
0
-100%
增持
ABBV
ABBVIE INC
+$125.9K
4,716
+0%
清仓
MGK
MGK
-$124.1K
0
-100%
清仓
FBIN
FBIN
-$123.6K
0
-100%
清仓
ED
ED
-$122.1K
0
-100%
减持
NIO
NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$119.3K
51,702
-5%
清仓
VGSH
VGSH
-$116.8K
0
-100%
清仓
DRS
DRS
-$114.8K
0
-100%
清仓
IONS
IONS
-$114.8K
0
-100%
清仓
QCLN
QCLN
-$114.6K
0
-100%
清仓
EMN
EMN
-$114.1K
0
-100%
减持
JD
JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$113.1K
8,445
-3%
减持
VZ
VERIZON COMMUNICATIONS I
+$112.9K
36,375
-1%
清仓
IRM
IRM
-$111.6K
0
-100%
清仓
EFA
EFA
-$111.2K
0
-100%
清仓
OSK
OSK
-$111.1K
0
-100%
清仓
FMB
FMB
-$111.1K
0
-100%
清仓
ALL
ALL
-$110.6K
0
-100%
减持
VLO
VALERO ENERGY CORP NEW
-$110.3K
3,900
-4%
清仓
UPS
UPS
-$109.2K
0
-100%
清仓
BITX
BITX
-$107.7K
0
-100%
清仓
SYF
SYF
-$107.2K
0
-100%
清仓
GLW
GLW
-$106.8K
0
-100%
清仓
UCTT
UCTT
-$105.8K
0
-100%
清仓
TSHA
TSHA
-$103.9K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
-$103.6K
5,399
+7%
清仓
LMBS
LMBS
-$102.9K
0
-100%
清仓
VIPS
VIPS
-$102.8K
0
-100%
清仓
KALU
KALU
-$102.4K
0
-100%
清仓
CVI
CVI
-$102.1K
0
-100%