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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 29
增持 52
减持 62
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BPTRX
BlackRock
+$4.5M
41,527
+100%
减持
SWVXX
Schwab
-$3.2M
22,903,628
-12%
增持
AVGO
Broadcom Inc
+$1.8M
16,240
+1%
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
TLT
iShares 20 plus Year Treasury Bond ETF
+$1.7M
19,042
增持
NVDA
NVIDIA Corporation
+$1.7M
31,878
+3%
增持
MSFT
Microsoft Corporation
+$1.5M
12,217
+1%
清仓
NU
NUCOR CORP
-$1.5M
0
-100%
增持
PLTR
Palantir Technologies Inc.
+$1.1M
21,971
+0%
增持
GRNY
NextEra Energy Partners, LP
+$1.1M
219,537
+2%
减持
IBM
International Business Machines Corporation
+$867.9K
19,002
-0%
增持
FGSIX
Fidelity Growth Strategies Fund
+$857.6K
58,902
+6%
减持
—
Hannover Rueck
+$851.6K
794,915
-1%
建仓
BRBR
Blue Ridge Bankshares, Inc.
+$851.6K
14,700
减持
SNAXX
Federated Hermes Treasury Obligations Fund
-$739.0K
2,543,647
-23%
减持
WGMI
Longboard Small Cap Growth Fund
+$717.6K
72,040
-0%
建仓
—
Equity Residential
+$642.9K
31,794
增持
IVW
iShares Core S&P 500 ETF
+$607.9K
34,026
+1%
建仓
LAUYX
Laureate Education, Inc. (ADRs)
+$597.6K
244,937
增持
AMZN
Amazon.com, Inc.
+$580.3K
17,263
+2%
减持
FAGCX
Fidelity Advisor Growth Opportunities Fund
+$556.6K
15,278
-1%
建仓
OKTA
Okta, Inc.
+$533.3K
5,335
减持
AAPL
Apple Inc.
-$497.1K
16,356
-6%
建仓
—
United States Treasury Bonds
+$464.3K
465,000
建仓
IOT
Allegion plc
+$457.5K
11,500
增持
GOOG
Alphabet Inc. (Class C)
+$408.1K
17,585
+1%
增持
META
Meta Platforms, Inc.
+$404.6K
2,434
+1%
增持
GIBLX
Goldman Sachs Large Cap Growth Fund
+$389.5K
73,272
+28%
增持
IVV
iShares Core S&P 500 ETF
+$366.5K
5,593
+1%
建仓
—
Credo Technology Group Holding Ltd
+$365.7K
3,950
增持
TSLA
Tesla, Inc.
+$344.5K
4,936
+5%
清仓
ENPH
ENPHASE ENERGY INC
-$316.4K
0
-100%
增持
IWM
iShares Russell 2000 ETF
+$308.9K
14,139
+3%
减持
—
Exxon Mobil Corporation
-$307.1K
22,886
-2%
建仓
NVTS
Navitas Semiconductor Corporation
+$295.0K
45,039
增持
MSTR
MicroStrategy Incorporated
+$287.0K
1,555
+31%
增持
MU
Micron Technology, Inc.
+$275.8K
6,774
+5%
建仓
CLSK
CleanSpark, Inc.
+$271.3K
24,595
增持
MRVL
Marvell Technology, Inc.
+$271.3K
16,669
+1%
减持
MDIJX
MFS Institutional International Equity Fund
+$263.4K
110,153
-1%
建仓
—
United States Treasury Bonds
+$250.3K
250,000
增持
LBNYX
Legg Mason BW Global Opportunities Bond Fund
+$250.0K
352,277
+9%
建仓
—
United States Treasury Bills
+$246.0K
250,000
建仓
CVX
Chevron Corporation
+$244.4K
1,707
建仓
BA
The Boeing Company
+$238.0K
1,136
建仓
CEG
Constellation Energy Corporation
+$233.0K
722
增持
HYMIX
Delaware High-Yield Opportunities Fund
+$232.1K
128,691
+24%
建仓
—
Bank of America Corp
+$225.8K
225,000
清仓
—
SILO PHARMA INC
-$223.0K
0
-100%
建仓
DRS
Leonardo DRS, Inc.
+$221.9K
4,775
清仓
CLX
CLOROX CO
-$220.5K
0
-100%
减持
VWILX
Vanguard Wellesley Income Fund
+$219.9K
15,801
-1%
清仓
CVS
CVS HEALTH CORP
-$218.9K
0
-100%
增持
AMD
Advanced Micro Devices, Inc.
+$216.5K
5,110
+3%
建仓
IONQ
IonQ, Inc.
+$216.3K
5,033
建仓
—
Morgan Stanley
+$215.6K
215,000
建仓
DTM
DT Midstream, Inc.
+$213.2K
1,940
建仓
ADI
Analog Devices, Inc.
+$212.1K
891
建仓
PNC
The PNC Financial Services Group, Inc.
+$211.6K
1,135
建仓
SIEGY
Siemens Aktiengesellschaft
+$207.7K
1,612
清仓
ED
CONSOLIDATED EDISON INC
-$207.1K
0
-100%
清仓
BP
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
-$205.0K
0
-100%
建仓
SCHD
Schwab U.S. Dividend Equity ETF
+$204.1K
7,700
减持
GOOGL
Alphabet Inc. (Class A)
+$203.0K
15,226
-5%
建仓
ORCL
Oracle Corporation
+$202.2K
925
建仓
—
United States Treasury Notes
+$201.9K
200,000
建仓
NRG
NRG Energy, Inc.
+$201.8K
1,257
建仓
—
United States Treasury Notes
+$201.0K
200,000
增持
BMY
Bristol-Myers Squibb Company
-$200.4K
14,052
+1%
建仓
—
Fannie Mae
+$200.1K
200,000
减持
FIXIX
Fidelity Diversified International Fund
+$196.1K
49,100
-2%
减持
VWUSX
Vanguard U.S. Growth Fund
+$184.7K
13,918
-0%
减持
LLY
Eli Lilly and Company
-$184.5K
2,415
-4%
减持
MRK
Merck & Co., Inc.
-$184.4K
14,477
-2%
减持
UBER
Uber Technologies, Inc.
+$181.8K
9,215
-1%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$175.4K
29,504
-0%
增持
ZETA
iShares Global Clean Energy ETF
+$172.9K
52,013
+11%
减持
SMCI
Super Micro Computer, Inc.
-$167.2K
11,395
-46%
增持
CAT
Caterpillar Inc.
+$164.1K
2,669
+1%
增持
URNM
Sprott Uranium Miners ETF
+$153.4K
8,853
+6%
减持
VZ
Verizon Communications Inc.
-$152.3K
29,034
-7%
减持
LGLIX
Lord Abbett Global Absolute Return Fund
+$133.5K
12,176
-0%
增持
QQQ
Invesco QQQ Trust
+$130.5K
953
+13%
减持
BGAIX
BlackRock Global Allocation Fund
+$123.7K
18,396
-4%
减持
ABBV
AbbVie Inc.
-$117.9K
4,639
-1%
增持
—
ASML Holding N.V.
+$116.7K
602
+9%
减持
—
Aon plc
-$109.1K
2,286
-1%
减持
ET
Energy Transfer LP
-$108.8K
178,480
-1%
减持
PG
The Procter & Gamble Company
-$107.9K
7,432
-2%
减持
DECK
Deckers Outdoor Corporation
-$105.4K
3,042
-19%
增持
NFLX
Netflix, Inc.
+$102.1K
226
+5%
减持
IJH
iShares Core S&P Mid-Cap ETF
+$99.9K
27,733
-0%
增持
RTX
RTX Corporation
+$92.8K
6,783
+0%
减持
JD
JD.com, Inc.
-$92.8K
10,241
-1%
增持
JPM
JPMorgan Chase & Co.
+$91.9K
2,042
+0%
增持
DIS
The Walt Disney Company
+$87.3K
3,059
+3%
增持
TSM
Taiwan Semiconductor Manufacturing Company Limited
+$85.0K
1,268
+4%
减持
RSIGX
RiverSource Strategic Income Fund
+$81.9K
63,588
-3%
增持
VFIAX
Vanguard 500 Index Fund Admiral Shares
+$80.7K
1,430
+0%
减持
PANW
Palo Alto Networks, Inc.
+$79.2K
2,541
-2%
减持
OPRA
Opera Limited
+$78.8K
27,715
-1%
减持
MCD
McDonald's Corporation
-$77.4K
2,842
-2%
增持
PM
Philip Morris International Inc.
+$76.2K
3,227
+0%
减持
AMGN
Amgen Inc.
-$75.6K
2,204
-1%
减持
JNJ
Johnson & Johnson
-$71.3K
3,967
-3%
增持
CSX
CSX Corporation
+$70.5K
21,743
+0%
减持
CSCO
Cisco Systems, Inc.
+$70.1K
9,881
-1%
增持
CRNC
Cerence Inc.
+$68.8K
28,080
+2%
减持
IJR
iShares Core S&P Small-Cap ETF
+$68.0K
14,735
-0%
减持
CTRA
Coterra Energy Inc.
-$66.8K
15,602
-3%
减持
XLE
Energy Select Sector SPDR Fund
-$66.4K
6,068
-2%
减持
HIMX
Himax Technologies, Inc.
+$66.0K
72,960
-8%
减持
VSIAX
Vanguard Small-Cap Value Index Fund Admiral Shares
+$65.5K
19,228
-0%
增持
DINO
HF Sinclair Corporation
+$64.9K
7,535
+1%
增持
WMT
Walmart Inc.
+$63.4K
6,047
+1%
减持
SDY
SPDR S&P Dividend ETF
-$63.2K
13,385
-3%
减持
PFE
Pfizer Inc.
-$62.9K
23,408
-6%
增持
VWENX
Vanguard Wellington Fund
+$60.5K
10,326
+0%
增持
SCCO
Southern Copper Corporation
+$53.7K
5,910
+2%
增持
LMT
Lockheed Martin Corporation
+$48.2K
986
+8%
减持
SNVXX
Schwab
-$46.6K
13,900,685
-0%
增持
CIVI
Civitas Resources, Inc.
-$46.4K
10,134
+9%
增持
—
Alpha and Omega Semiconductor Limited
+$45.5K
17,351
+8%
减持
EQT
EQT Corporation
+$44.1K
11,174
-2%
增持
REGN
Regeneron Pharmaceuticals, Inc.
-$40.7K
506
+5%
减持
NEM
Newmont Corporation
+$40.3K
4,518
-2%
减持
VDIGX
Vanguard Dividend Growth Fund
+$39.3K
58,361
-1%
减持
—
Columbia Diversified Equity Income Fund (Class R)
+$39.0K
58,778
-1%
减持
AMAT
Applied Materials, Inc.
+$38.5K
1,660
-9%
增持
JEPQ
JPMorgan Equity Premium Income ETF
+$37.9K
4,600
+12%
增持
T
AT&T Inc.
+$35.3K
24,725
+3%
增持
EPD
Enterprise Products Partners L.P.
-$34.9K
18,531
+4%
增持
BABA
Alibaba Group Holding Limited
-$31.9K
5,519
+11%
减持
JMBS
Janus Henderson Multi-Sector Income Fund
-$31.6K
41,374
-1%
减持
GDX
VanEck Gold Miners ETF
+$27.6K
6,800
-4%
减持
LCRDX
Columbia Large Cap Growth Fund (Class R)
-$27.3K
221,747
-0%
减持
—
T. Rowe Price Spectrum Growth Fund
-$23.3K
19,116
-7%
减持
KMI
Kinder Morgan, Inc.
+$22.8K
93,019
-2%
减持
BX
Blackstone Inc.
+$22.6K
2,445
-0%
减持
QCOM
QUALCOMM Incorporated
+$22.1K
4,825
-1%
减持
DTE
DTE Energy Company
-$15.7K
2,352
-1%
减持
ENB
Enbridge Inc.
+$15.1K
16,670
-0%
增持
RIO
Rio Tinto Group
+$14.6K
9,241
+6%
增持
NIO
NIO Inc.
-$14.0K
69,206
+5%
减持
SLV
iShares Silver Trust
+$13.9K
16,150
-3%
增持
ADBE
Adobe Inc.
+$13.8K
1,023
+3%
增持
BIDU
Baidu, Inc.
-$12.0K
4,117
+4%
减持
FTSM
Fidelity Total Market Index Fund
-$11.2K
5,172
-4%
减持
NVS
Novartis AG
+$10.7K
2,063
-4%
减持
VWAGY
Volkswagen AG Unsponsored ADR
+$10.6K
27,012
-0%
减持
SPHQ
Invesco S&P 500 Quality ETF
+$10.3K
4,458
-4%
