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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 52
减持 72
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SWVXX
SO-YOUNG INTL INC FUNSPONSORED ADR 0.769230769231 ORD SHS
-$4.9M
26,139,213
-16%
增持
GRNY
GROWGENERATION CORP
+$3.0M
216,007
+362%
清仓
PICMX
VIRTUS KAR MID-CAP GROWTH I
-$2.2M
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。
-100%
增持
AMZN
AMAZON.COM INC
+$2.0M
16,856
+197%
增持
FGSIX
FEDERATED HERMES MDT MID CAP GROWTH IS
+$1.9M
55,521
+178%
清仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$1.7M
0
-100%
减持
—
HOLOGIC INC
-$1.2M
804,915
-3%
清仓
—
TOUCHSTONE SANDS CPTL EMERG MKTS GR Y
-$994.6K
0
-100%
增持
NU
NUCOR CORP
+$885.7K
143,350
+155%
减持
SNAXX
SANDISK CORP
-$819.6K
3,282,680
-20%
清仓
NFE
NEW FORTRESS ENERGY A CLASS A
-$749.0K
0
-100%
建仓
SMCI
SUMITOMO MITSUI FINL G FUNSPONSORED ADR 1 ADR REPS 0.6 ORD SHS
+$725.7K
21,195
减持
AAPL
APPLE INC
-$651.5K
17,346
-4%
减持
GOOGL
GOLD RESOURCE CORP
-$643.1K
16,039
-3%
减持
MSFT
MOTOROLA SOLUTIONS INC
-$631.1K
12,092
-1%
增持
BPTRX
BARON PARTNERS RETAIL
-$604.0K
20,768
+6%
清仓
GS
GOLDMAN SACHS GROUP INC
-$592.5K
0
-100%
减持
SDY
SANDOZ GROUP AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$554.7K
13,856
-25%
减持
IBM
INSTALLED BLDG PRODS INC
+$498.6K
19,037
-1%
增持
GOOG
ALPHABET INC CLASS A
-$441.7K
17,355
+5%
减持
FAGCX
FIDELITY ADVISOR GROWTH OPPS I
-$432.5K
15,461
-2%
增持
TSLA
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$419.0K
4,721
+17%
建仓
DECK
DECKERS OUTDOOR CORP
+$419.0K
3,747
增持
MRVL
MORGAN STANLEY
+$383.5K
16,548
+188%
减持
TTD
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$367.9K
4,910
-9%
减持
IWM
ISHARES RUSSELL MID CAP GROWTH ETF
-$364.2K
13,746
-2%
建仓
MSTR
M & T BK CORP
+$341.6K
1,185
增持
WGMI
WHIRLPOOL CORP
+$328.8K
72,090
+170%
减持
IVW
ISHARES RUSSELL 1000 ETF
-$313.7K
33,808
-1%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$313.1K
4,975
-57%
增持
—
XPEL INC
+$273.6K
23,327
+0%
建仓
URNM
ISHARES MSCI WORLD ETF
+$271.0K
8,353
建仓
RIOT
RIVIAN AUTOMOTIVE INC CLASS A
+$267.6K
37,585
减持
LX
LYONDELLBASELL INDUSTR FCLASS A
+$259.7K
61,355
-1%
增持
NVDA
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$257.2K
31,020
+15%
清仓
CLSK
CLEANSPARK INC
-$242.8K
0
-100%
增持
PLTR
PLUG PWR INC
+$241.1K
21,957
+3%
增持
LLY
FRST TRT LOW DTN OPNTS ETF IV
+$231.4K
2,503
+5%
清仓
ETHE
GRAYSCALE ETHEREUM TR ET
-$230.1K
0
-100%
减持
ET
ENERGY TRANSFER L P LP
-$228.8K
179,917
-1%
清仓
IONQ
IONQ INC
-$225.6K
0
-100%
建仓
NEM
NEOGENOMICS INC
+$223.0K
4,618
建仓
DUK
DUKE ENERGY CORP NEW
+$220.5K
1,808
建仓
CVS
CVS HEALTH CORP
+$218.9K
3,231
清仓
INDI
INDIE SEMICONDUCTOR INC CLASS A
-$215.0K
0
-100%
清仓
DOW
DOW INC
-$212.7K
0
-100%
减持
IVV
ISHARES S&P 500 GROWTH ETF
-$210.8K
5,528
-2%
清仓
APAM
ARTISAN PARTNERS ASSET MCLASS A
-$210.8K
0
-100%
清仓
PNC
PNC FINL SERVICES
-$210.6K
0
-100%
建仓
VLO
ISHARES MSCI USA VALUE FACTOR ETF
+$209.4K
1,585
建仓
ED
CONSOLIDATED EDISON INC
+$207.1K
1,873
清仓
CMI
CUMMINS INC
-$205.9K
0
-100%
建仓
BP
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
+$205.0K
6,066
清仓
BA
BOEING CO
-$202.2K
0
-100%
建仓
NFLX
NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$200.5K
215
增持
GIBLX
GLOBAL INDL CO
+$182.4K
57,158
+14%
减持
—
PAYPAL HLDGS INC
-$173.4K
20,457
-13%
减持
IJR
ISHARES S&P SMLL CAP 600GRTH ETF
-$161.0K
14,750
-0%
增持
—
ALPHA & OMEGA SEMICOND F
-$148.4K
16,079
+9%
减持
ABBV
ABBVIE INC
+$144.2K
4,673
-1%
减持
BX
BLACKSTONE INC
-$140.6K
2,455
-13%
增持
AVGO
BROADCOM INC
-$139.7K
16,077
+32%
增持
T
TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
+$139.0K
24,053
+1%
增持
UBER
UNITY BIOTECHNOLOGY INC
+$137.5K
9,305
+4%
增持
PANW
PARAMOUNT GLOBAL B MERGER ELECTION EXP: 04/03/25
+$133.9K
2,583
+53%
减持
AMD
ADVANCED MICRO DEVIC
-$131.8K
4,950
-7%
减持
BGAIX
BARON GLOBAL ADVANTAGE INSTITUTIONAL
-$126.5K
19,138
-6%
减持
MDIJX
MONDELEZ INTL INC CLASS A
+$126.4K
111,468
-1%
增持
MRK
AMG RENAISSANCE LARGE CAP GROWTH N
-$122.4K
14,822
+1%
减持
OPRA
OPTIMIZERX CORP
-$117.5K
27,915
-6%
减持
PM
PHARMACYTE BIOTECH INC
+$116.7K
3,222
-2%
减持
VSIAX
VICTORY SYCAMORE SMALL COMPANY OPP I
-$115.8K
19,315
-1%
增持
AMGN
AMGEN INC
+$115.8K
2,218
+1%
减持
HYMIX
ISHARES BIOTECHNOLOGY ETF
-$112.7K
103,936
-8%
减持
VWUSX
VOYAGER DIGITAL LTD F
-$111.4K
13,922
-0%
减持
IJH
ISHARES S&P MID CAP 400 GRWTH ETF
-$109.7K
27,765
-0%
减持
CRNC
CERENCE INC
-$107.9K
27,585
-34%
减持
RTX
RUMBLE INC CLASS A
+$102.4K
6,776
-2%
增持
GDX
GE AEROSPACE
+$102.3K
7,100
+8%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$102.3K
13,951
+5%
增持
MU
MURPHY USA INC
+$99.9K
6,434
+18%
增持
JNJ
JPMORGAN CHASE & CO
+$97.0K
4,084
+2%
减持
LGLIX
L3HARRIS TECHNOLOGIES IN
-$90.4K
12,203
-0%
减持
VDIGX
VANGUARD FTSE DEVELOPED MARKETS ETF
-$90.4K
58,885
-2%
减持
ADBE
ADOBE INC
-$87.9K
996
-6%
增持
EQT
EQT CORP
+$84.0K
11,371
+0%
减持
HIMX
HIVE DIGITAL TECHNOLOG F
-$83.7K
79,660
-4%
减持
VEA
VANGUARD EQUITY-INCOME ADM
+$83.5K
29,640
-0%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$80.1K
965
+1%
增持
CAT
CATERPILLAR INC
-$78.7K
2,644
+1%
增持
META
MANULIFE FINL CORP F
+$77.1K
2,415
+7%
增持
RSIGX
INVESCO S&P 500 EQUAL WEIGHT ETF
+$76.2K
65,803
+1%
增持
CIVI
CIVITAS RES INC
-$68.3K
9,323
+8%
减持
JD
JENSEN QUALITY GROWTH I
+$66.5K
10,386
-0%
减持
CSX
CSX CORP
-$62.0K
21,713
-0%
增持
ENB
ENBRIDGE INC F
+$57.9K
16,710
+4%
减持
MCD
MOODYS CORP
+$57.6K
2,906
-1%
增持
—
EATON CORP PLC F
-$55.2K
1,761
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$53.7K
836
+19%
减持
FTSM
FIRST TRST ENHNCD SHRT MRTY ETF IV
-$49.7K
5,362
-13%
减持
SNVXX
SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$48.0K
13,947,250
-0%
减持
FIXIX
FIDELITY ADVISOR INTL SMALL CAP I
+$47.9K
49,898
-2%
减持
REGN
REYNOLDS CONSUMER PRODS
-$47.3K
483
-3%
减持
LBNYX
LIBERTY BROADBAND CORP CLASS A
-$45.1K
321,768
-1%
减持
EPD
ENTERPRISE PRODS PART LP
+$44.9K
17,855
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$42.9K
8,269
+2%
增持
DTE
DTE ENERGY CO
+$42.7K
2,367
+0%
减持
QQQ
INVESCO NASDAQ 100 ETF
-$41.8K
843
-1%
减持
NIO
NIDEC CORP FSPONSORED ADR 1 ADR REP 0.25 ORD SHS
-$38.2K
65,991
-1%
减持
IWB
ISHARES MICRO CAP ETF
-$37.3K
1,183
-5%
增持
DIS
DISNEY WALT CO
-$37.0K
2,959
+0%
减持
PFE
VIRTUS INFRCP US PRERD STCK ETF
-$36.9K
24,873
-1%
增持
VFIAX
VANGUARD INTERM-TERM INVESTMENT-GRDE ADM
-$36.3K
1,426
+0%
减持
TRP
T. ROWE PRICE VALUE I
-$36.0K
11,406
-8%
减持
DSDYX
BNY MELLON GLOBAL FIXED INCOME - Y
-$34.2K
26,342
-4%
增持
ENPH
ENPHASE ENERGY INC
-$31.3K
5,099
+1%
减持
—
COLUMBIA DIVIDEND INCOME INST2
+$31.3K
59,642
-1%
增持
V
VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$30.9K
862
+0%
增持
TSM
2SEVENTY BIO INC
-$30.0K
1,218
+4%
减持
XLE
SELECT STR FINANCIAL SELECT SPDR ETF
+$29.2K
6,218
-3%
减持
BIDU
BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$26.8K
3,967
-1%
增持
SCCO
SCHWAB US DIVIDEND EQUITY ETF
+$24.8K
5,822
+2%
增持
JPM
NUVEEN CREDIT STRATEGIES
+$24.7K
2,039
+3%
减持
JMBS
JOHNSON & JOHNSON
+$24.3K
41,935
-1%
减持
KMI
CARMAX INC
+$24.2K
95,055
-3%
减持
UMC
UNICYCIVE THERAPEUTICS I
+$23.7K
40,371
-1%
减持
NVS
NAVITAS SEMICONDUCTOR CO
+$23.1K
2,143
-3%
减持
QCOM
QUIDELORTHO CORP
-$22.9K
4,858
-3%
增持
AMAT
APPLIED MATLS INC
-$22.8K
1,828
+3%
减持
VWAGY
VESTAS WIND SYS A/S FSPONSORED ADR 0.333333333333 ORD SHS
+$22.7K
27,062
-2%
增持
LCRDX
LEIDOS HLDGS INC
+$22.0K
222,587
+3%
减持
DINO
HF SINCLAIR CORP
-$21.5K
7,441
-2%
减持
VZ
WABTEC
+$20.6K
31,055
-11%
增持
RIO
RIOT PLATFORMS INC
+$19.9K
8,729
+2%
减持
SPHQ
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$18.8K
4,633
-5%
增持
F
FORD MTR CO DEL
+$16.9K
39,666
+3%
增持
VWENX
VANGUARD WELLESLEY INCOME ADMIRAL
-$15.1K
10,307
+1%
增持
WMT
WHEATON PRECIOUS METAL F
-$15.0K
6,012
+0%
增持
PIMIX
VIRTUS NEWFLEET MULTI-SECTOR S/T BD I
+$14.9K
55,780
+1%
减持
—
AON PLC FCLASS A
-$14.5K
2,317
-11%
减持
LAHYX
LANVIN GROUP HLDGS LTD F
-$14.0K
83,430
-1%
减持
VWILX
VANGUARD WINDSOR ADMIRAL
-$12.7K
15,954
-2%
增持
PEG
PENN ENTMT INC
-$10.9K
5,431
+0%
减持
CSCO
CISCO SYS INC
+$9.5K
9,973
-2%
减持
PIFZX
PIMCO INCOME INSTL
-$9.3K
47,410
-3%
减持
—
SILO PHARMA INC
+$9.2K
8,348
-5%
减持
CRUS
CIRRUS LOGIC INC
-$8.3K
2,094
-4%
增持
MFIIX
MAGNA INTL INC F
+$8.1K
50,658
+2%
减持
SDGR
SPDR S&P DIVIDEND ETF
-$7.1K
13,962
-5%
减持
PG
PROGRESSIVE CORP OH
-$6.2K
7,581
-2%
