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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 40
减持 82
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
S
SENTINELONE INC CLASS A
+$1.6M
93,213
减持
—
HON HAI PRECISION ORDF
+$1.1M
778,807
-2%
增持
BPTRX
BARON PARTNERS RETAIL
+$1.1M
42,564
+2%
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
GOOG
ALPHABET INC CLASS C
+$1.1M
17,276
-2%
减持
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
-$1.1M
21,822,404
-5%
减持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$951.2K
21,633
-2%
增持
NVDA
NVIDIA CORP
+$942.9K
32,047
+1%
减持
GOOGL
ALPHABET INC CLASS CLASS A
+$933.5K
14,878
-2%
建仓
HYPD
HYPERION DEFI INC
+$850.5K
88,780
清仓
VWENX
Vanguard Wellington Fund
-$805.9K
0
-100%
减持
AVGO
BROADCOM INC
+$793.6K
15,974
-2%
增持
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$737.2K
14,637,875
+5%
减持
AAPL
APPLE INC
+$681.0K
15,854
-3%
减持
WGMI
COINSHARES BITCOIN MINING ETF
+$674.8K
52,283
-27%
增持
TSLA
TESLA INC
+$651.2K
4,990
+1%
清仓
—
Equity Residential
-$642.9K
0
-100%
建仓
ETH
GRAYSCALE ETHEREUM MINI
+$630.9K
16,103
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$630.9K
25,863
+36%
清仓
VWUAX
Vanguard US Growth Fund Admiral Shares
-$617.2K
0
-100%
清仓
—
T. Rowe Price Spectrum Growth Fund
-$585.9K
0
-100%
清仓
—
United States Treasury Bonds
-$464.3K
0
-100%
减持
GRNY
FUNDSTRAT GRANNY SHT US LG CP ETF
+$434.6K
216,635
-1%
增持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$428.6K
5,900
+7%
清仓
VMGRX
Vanguard Morgan Growth Fund Investor Shares
-$393.0K
0
-100%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$372.3K
14,148
+0%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$360.3K
34,017
-0%
减持
BRBR
BELLRING BRANDS INC
-$357.2K
13,600
-7%
增持
MU
MICRON TECHNOLOGY INC
+$344.5K
7,049
+4%
减持
VFIAX
VANGUARD 500 INDEX ADMIRAL
-$317.5K
812
-43%
增持
ZETA
ZETA GLOBAL HLDGS CORP CLASS A
+$313.5K
56,323
+8%
减持
IVV
ISHARES CORE S&P 500 ETF
+$270.0K
5,592
-0%
减持
NIO
NIO INC F
+$263.9K
65,784
-5%
建仓
ETHE
GRAYSCALE ETHEREUM TR ET
+$259.6K
7,575
清仓
—
United States Treasury Bonds
-$250.3K
0
-100%
减持
ET
ENERGY TRANSFER L P LP
-$249.3K
174,039
-2%
减持
FAGCX
FIDELITY ADVISOR GROWTH OPPS I
+$248.7K
14,809
-3%
清仓
—
United States Treasury Bills
-$246.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$245.6K
12,207
-0%
建仓
GLW
CORNING INC
+$233.5K
2,847
清仓
—
Bank of America Corp
-$225.8K
0
-100%
建仓
HSAI
HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$223.4K
7,950
建仓
SOFI
SOFI TECHNOLOGIES INC
+$223.2K
8,450
减持
MSTR
STRATEGY INC CLASS A
-$222.6K
1,260
-19%
清仓
DRS
Leonardo DRS, Inc.
-$221.9K
0
-100%
清仓
—
Morgan Stanley
-$215.6K
0
-100%
建仓
RBLX
ROBLOX CORP CLASS A
+$213.3K
1,540
建仓
MO
ALTRIA GROUP INC
+$212.4K
3,216
建仓
MGK
VANGUARD MEGA CAP GROWTHETF
+$208.9K
519
建仓
ANET
ARISTA NETWORKS INC
+$207.8K
1,426
建仓
—
GIGACLOUD TECHNOLOGY I FCLASS A
+$207.6K
7,310
建仓
VWAHX
VANGUARD HIGH-YIELD TAX-EXEMPT
+$207.0K
19,583
增持
BIDU
BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$204.6K
4,232
+3%
增持
GDX
VANECK GOLD MINERS ETF
+$203.7K
7,300
+7%
清仓
—
United States Treasury Notes
-$201.9K
0
-100%
建仓
MS
MORGAN STANLEY
+$201.1K
1,265
清仓
—
United States Treasury Notes
-$201.0K
0
-100%
清仓
—
Fannie Mae
-$200.1K
0
-100%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$188.4K
693
+15%
减持
EQT
EQT CORP
-$184.4K
8,586
-23%
减持
ABBV
ABBVIE INC
+$182.9K
4,509
-3%
增持
SLV
ISHARES SILVER TRUST ETF
+$175.6K
16,650
+3%
减持
KMI
KINDER MORGAN INC DEL
-$169.6K
90,610
-3%
减持
RIOT
RIOT PLATFORMS INC
+$166.8K
31,085
-17%
增持
LAUYX
LORD ABBETT INCOME I
+$162.9K
306,652
+25%
减持
VZ
VERIZON COMMUNICATIONS I
-$160.3K
24,936
-14%
增持
MRVL
MARVELL TECHNOLOGY INC
+$152.8K
17,164
+3%
减持
FSK
FS KKR CAPITAL CORP
-$152.3K
20,267
-8%
增持
FGSIX
FEDERATED HERMES MDT MID CAP GROWTH IS
+$147.7K
59,740
+1%
减持
—
CREDO TECHNOLOGY GROUP F
-$140.0K
1,550
-61%
增持
URNM
SPROTT URANIUM MINERS ETF
+$134.8K
9,253
+5%
增持
IBM
IBM CORP
-$132.3K
19,383
+2%
增持
CIVI
CIVITAS RES INC
+$131.2K
12,617
+25%
增持
ORCL
ORACLE CORP
+$130.2K
1,182
+28%
增持
SCCO
SOUTHERN COPPER CORP
+$130.1K
5,999
+2%
减持
TTD
THE TRADE DESK INC CLASS CLASS A
-$128.0K
4,600
-6%
增持
IONQ
IONQ INC
+$127.4K
5,588
+11%
增持
—
EATON CORP PLC F
+$125.8K
2,016
+14%
减持
MCD
MCDONALDS CORP
-$119.9K
2,338
-18%
增持
NEM
NEWMONT CORP
+$118.2K
4,524
+0%
减持
CAT
CATERPILLAR INC
-$117.1K
1,926
-28%
减持
LX
LEXINFINTECH HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$117.1K
61,030
-1%
增持
—
ALPHA & OMEGA SEMICOND F
+$106.7K
19,741
+14%
减持
—
COLUMBIA DIVIDEND INCOME INST2
+$106.6K
58,470
-1%
增持
RIO
RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$99.5K
9,673
+5%
减持
ADBE
ADOBE INC
-$99.1K
841
-18%
减持
AMD
ADVANCED MICRO DEVIC
+$91.1K
5,045
-1%
增持
GIBLX
GUGGENHEIM TOTAL RETURN BOND P
+$90.4K
76,257
+4%
减持
F
FORD MTR CO DEL
-$83.1K
26,265
-28%
减持
JMBS
JANUS HENDRSON MORTG BCKD SECURT ETF
-$82.4K
39,009
-6%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$81.4K
29,430
-0%
减持
PM
PHILIP MORRIS INTL INC
-$80.7K
3,126
-3%
减持
FTSM
FIRST TRST ENHNCD SHRT MRTY ETF IV
-$80.4K
3,826
-26%
减持
DIS
DISNEY WALT CO
-$77.9K
2,633
-14%
减持
VSIAX
VANGUARD SMALL CAP VALUE INDEX ADMIRAL
+$76.8K
18,828
-2%
减持
—
EXXON MOBIL CORP
-$74.7K
21,219
-7%
减持
PEG
PUBLIC SVC ENTERPRISE GR
-$73.9K
4,494
-16%
减持
HIMX
HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$71.3K
65,710
-10%
减持
CLSK
CLEANSPARK INC
+$67.6K
23,370
-5%
减持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$66.4K
1,266
-0%
减持
CSCO
CISCO SYS INC
-$66.0K
9,056
-8%
增持
CRNC
CERENCE INC
+$65.7K
28,280
+1%
减持
ENB
ENBRIDGE INC F
+$64.8K
16,257
-2%
增持
LCRDX
LORD ABBETT CR OPPORTUNITIES INST
+$64.3K
222,743
+0%
减持
CTRA
COTERRA ENERGY INC
-$59.6K
14,222
-9%
减持
DSDYX
BNY MELLON GLOBAL FIXED INCOME - Y
-$59.1K
23,278
-12%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF
-$58.0K
779
-18%
减持
CL
COLGATE PALMOLIVE CO
-$54.9K
2,560
-10%
减持
PG
PROCTER & GAMBLE CO
-$54.7K
7,350
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$53.8K
1,023
+4%
增持
JPM
JPMORGAN CHASE & CO
+$52.5K
2,043
+0%
增持
LBNYX
LORD ABBETT BOND-DEBENTURE I
+$48.6K
354,126
+1%
减持
MDIJX
MFS INTL DIVERSIFICATION I
+$48.5K
106,751
-3%
减持
NFLX
NETFLIX INC
-$47.3K
213
-6%
增持
BA
BOEING CO
+$47.1K
1,321
+16%
减持
SDY
SPDR S&P DIVIDEND ETF
-$45.8K
12,645
-6%
减持
LGLIX
LORD ABBETT GROWTH LEADERS I
+$44.2K
11,714
-4%
减持
MRK
MERCK & CO. INC.
-$44.1K
13,129
-9%
减持
FIXIX
FIDELITY ADVISOR INTL SMALL CAP I
-$43.7K
46,759
-5%
减持
DINO
HF SINCLAIR CORP
+$43.3K
6,742
-11%
增持
OKTA
OKTA INC CLASS A
-$43.1K
5,346
+0%
减持
VLO
VALERO ENERGY CORP NEW
+$42.5K
1,494
-5%
增持
BHP
BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$41.7K
5,429
+0%
减持
CSX
CSX CORP
+$41.3K
21,143
-3%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$40.7K
13,520
-4%
减持
CRUS
CIRRUS LOGIC INC
+$39.2K
1,989
-1%
减持
—
EATON VANCE EMERGING MARKETS LOCAL INC I
-$36.8K
62,418
-16%
减持
UMC
UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$36.5K
32,200
-12%
减持
PYPL
PAYPAL HLDGS INC
-$35.7K
3,979
-2%
减持
JNJ
JOHNSON & JOHNSON
+$35.0K
3,457
-13%
增持
LLY
ELI LILLY AND CO
-$32.1K
2,425
+0%
增持
JD
JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$31.0K
10,441
+2%
减持
VDIGX
VANGUARD DIVIDEND GROWTH FUND INV
-$29.8K
56,727
-3%
减持
OPRA
OPERA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$28.6K
26,765
-3%
减持
TRP
TC ENERGY CORP F
+$27.7K
10,563
-6%
减持
UBER
UBER TECHNOLOGIES INC
+$27.5K
9,056
-2%
减持
NVTS
NAVITAS SEMICONDUCTOR CO
+$26.6K
44,539
-1%
减持
IWB
ISHARES RUSSELL 1000 ETF
+$23.3K
1,163
-2%
减持
HYMIX
LORD ABBETT HIGH INCOME MUNI BOND I
-$22.8K
125,214
-3%
减持
T
AT&T INC
-$22.1K
24,556
-1%
增持
SNAXX
SCHWAB PRIME ADVANTAGE MONEY ULTRA
+$20.5K
2,564,130
+1%
减持
QCOM
QUALCOMM INC
-$20.4K
4,496
-7%
减持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
-$20.2K
827
-1%
增持
META
META PLATFORMS INC CLASS A
+$18.1K
2,471
+2%
减持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$17.7K
5,958
-2%
减持
AMZN
AMAZON.COM INC
-$17.5K
17,169
-1%
减持
SMCI
SUPER MICRO COMPUTER INC
-$17.0K
11,295
-1%
增持
PNC
PNC FINL SERVICES
+$16.7K
1,136
+0%
减持
VWUSX
VANGUARD US GROWTH INVESTOR
-$15.1K
12,826
-8%
减持
PMZIX
PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL
-$15.0K
50,824
-3%
减持
PIMIX
PIMCO INCOME INSTL
-$15.0K
53,857
-3%
