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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 47
减持 75
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BPTRX
ISHARES US TECHNOLOGY ETF
+$2.3M
45,522
+7%
减持
WGMI
VIATRIS INC
-$1.5M
20,513
-61%
减持
SWVXX
PG&E CORP
-$1.4M
20,416,094
-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
GOOG
ISHARES CORE S&P SMALL CAP ETF
+$1.2M
17,221
-0%
增持
MU
LUCID GROUP INC
+$867.8K
7,173
+2%
减持
GOOGL
ISHARES 20 PLS YEAR TREASURY BND ETF
+$845.6K
14,257
-4%
建仓
BMNR
STATE STRET TEC SELECT SEC SPDR ETF
+$790.1K
29,100
减持
LLY
INSTALLED BLDG PRODS INC
+$749.7K
2,419
-0%
清仓
LGLIX
LORD ABBETT GROWTH LEADERS I
-$701.4K
0
-100%
清仓
RIOT
RIOT PLATFORMS INC
-$591.5K
0
-100%
建仓
APLD
INVSC S P 500 TOP 50 ETF
+$584.1K
23,823
增持
IOT
NEWLAKE CAP PARTNERS INC
+$497.5K
27,275
+116%
减持
MSFT
CENTERPOINT ENERGY INC
-$474.2K
12,093
-1%
减持
S
FORMFACTOR INC
-$469.7K
78,116
-16%
建仓
FSSL
TRANSDIGM GROUP INC
+$459.0K
32,460
建仓
GLXY
NORTEL NETWORKS CO XXXREGISTRATION REVOKED BY THE SEC EFF: 10/14/15
+$447.8K
20,025
增持
TLT
IMMUNIC INC
+$431.0K
31,463
+22%
增持
AMZN
ISHARES S&P MID CAP 400 GRWTH ETF
+$423.5K
18,167
+6%
减持
VZ
KING & PIERCE CNTY 3
-$407.4K
16,904
-32%
建仓
BNR
ARBOR RLTY TR INC REIT
+$403.5K
20,023
建仓
—
NORTHERN OIL & GAS INC
+$400.0K
400,000
建仓
ALAB
VANGUARD S&P 500 ETF
+$371.0K
2,230
减持
SNVXX
GE AEROSPACE
-$357.8K
14,280,092
-2%
减持
GRNY
MARATHON PETE CORP
-$314.4K
205,951
-5%
建仓
SQM
PRAXIS PRECISION MEDICIN
+$298.5K
4,339
增持
REGN
MCDONALDS CORP
+$298.3K
755
+49%
减持
SMCI
FATE THERAPEUTICS INC
-$279.8K
8,940
-21%
增持
AMD
FUNDSTRAT GRANNY SHT US LG CP ETF
+$278.3K
5,111
+1%
减持
—
Net Worth
-$273.1K
14,076
-29%
减持
LCRDX
VALMONT INDS INC
-$270.7K
201,430
-10%
清仓
ETHE
GRAYSCALE ETHEREUM TR ET
-$259.6K
0
-100%
减持
ET
JANUS HENDERSON CONTRARIAN I
-$258.1K
165,460
-5%
减持
MRK
INSULET CORP
+$256.0K
12,901
-2%
建仓
—
KIMBERLY CLARK CORP
+$250.7K
250,000
建仓
GEV
CENOVUS ENERGY INC F
+$250.3K
383
建仓
RGNX
TERADYNE INC
+$250.3K
17,385
建仓
TSHA
NATERA INC
+$245.8K
44,700
清仓
UMC
UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$244.1K
0
-100%
减持
BRBR
ISHARES S&P SMLL CAP 600GRTH ETF
-$243.1K
9,400
-31%
建仓
VICR
MICHIGAN ST TRUNK L 4
+$241.7K
2,205
建仓
—
VIRTUS INFRCP US PRERD STCK ETF
+$225.7K
225,000
清仓
TTD
THE TRADE DESK INC CLASS CLASS A
-$225.4K
0
-100%
增持
VDIGX
AMERICAN EXPRESS CO
-$221.1K
56,885
+0%
清仓
—
EATON VANCE EMERGING MARKETS LOCAL INC I
-$216.0K
0
-100%
建仓
—
GE VERNOVA INC
+$215.9K
215,000
清仓
RBLX
ROBLOX CORP CLASS A
-$213.3K
0
-100%
建仓
VOO
GOLDMAN SACHS BAN 3.9
+$213.2K
340
清仓
MO
ALTRIA GROUP INC
-$212.4K
0
-100%
增持
HYPD
CARNIVAL CORP F
-$211.2K
179,583
+102%
增持
MRVL
PUBLIC SVC ENTERPRISE GR
+$209.9K
19,450
+13%
减持
BABA
ISHARES RUSSELL 1000 GROWTH ETF
-$207.9K
5,776
-2%
清仓
ANET
ARISTA NETWORKS INC
-$207.8K
0
-100%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$202.0K
0
-100%
建仓
PATH
REGENXBIO INC
+$201.3K
12,279
建仓
—
SOUTH BOW CORP F
+$200.1K
200,000
增持
SNAXX
NATERA INC
+$199.3K
2,763,380
+8%
减持
IBM
UNITED PARCEL SVC INC CLASS CLASS B
+$199.0K
19,136
-1%
增持
CAT
SUBURBAN PROPANE PART LP
+$198.2K
1,950
+1%
增持
FGSIX
GARMIN LTD F
-$195.5K
61,316
+3%
减持
NIO
HEMPAMERICANA INC
-$188.4K
61,345
-7%
增持
BMY
VIVA BIOTECH HLDGS ORDF
+$181.6K
14,670
+9%
减持
—
THE TORONTO-DOM3.25
+$177.7K
775,327
-0%
减持
VWUSX
DOMINION ENERGY INC
-$171.4K
11,832
-8%
减持
AAPL
GOLDMAN SACHS NASDAQ 100PRM ETF
+$168.6K
15,469
-2%
减持
AVGO
IRON MTN INC NEW REIT
+$166.9K
15,710
-2%
增持
OKTA
DELTA AIR LINES INC DEL
+$161.8K
7,541
+41%
减持
BRK/B
VANGUARD REAL ESTATE ETF
-$159.9K
701
-31%
增持
RIO
ONEOK INC NEW
+$159.6K
9,973
+3%
增持
OPRA
GENERAL MILLS INC
-$158.3K
27,835
+4%
增持
HSAI
ORACLE CORP
+$154.9K
16,890
+112%
增持
LAUYX
PACKAGING CORP AMER
+$153.6K
370,069
+21%
减持
UBER
ARISTA NETWORKS INC
-$151.0K
9,010
-1%
减持
HIMX
TYLER TECHNOLOGIES INC
-$146.9K
52,910
-19%
减持
FAGCX
LYONDELLBASELL INDUSTR FCLASS A
-$144.9K
14,486
-2%
减持
—
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$144.0K
1,900
-17%
增持
ETH
ELEVANCE HEALTH INC
-$142.7K
17,398
+8%
增持
SCCO
GENERAL DYNAMICS CORP
+$140.0K
6,050
+1%
减持
—
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
-$134.7K
1,946
-3%
减持
HYMIX
KRONOS WORLDWIDE INC
-$132.7K
112,718
-10%
增持
ZETA
NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$132.6K
61,510
+9%
增持
XLE
PNC FINL SERVICES
-$130.4K
8,989
+51%
减持
—
AMCOR PLC F
+$130.3K
20,963
-1%
减持
PLTR
AFLAC INC
-$127.2K
21,486
-1%
减持
T
ISHARES CORE MSCI EAFE ETF
-$125.4K
22,869
-7%
减持
CLSK
GUGGENHEIM LIMITED DURATION P
-$119.6K
21,670
-7%
增持
MSTR
GUARDANT HEALTH INC
-$115.8K
1,910
+52%
减持
ORCL
DOORDASH INC CLASS A
-$110.2K
1,140
-4%
减持
NVTS
THERMO FISHER SCIENTIFIC
-$108.6K
29,834
-33%
减持
FSK
FLEX LTD F
-$102.3K
13,527
-33%
减持
PFE
COUSINS PPTYS INC
-$99.8K
18,436
-16%
减持
SDY
KLA CORP
-$99.5K
12,011
-5%
减持
F
SEARS CDA INC F
-$99.3K
16,374
-38%
增持
RTX
THE TRADE DESK INC CLASS CLASS A
+$98.0K
5,982
+0%
减持
PANW
CADENCE DESIGN SYS INC
-$96.7K
2,297
-10%
增持
LX
MARKEL GROUP INC
-$96.6K
69,930
+15%
减持
IONQ
S&P GLOBAL INC
-$96.1K
5,518
-1%
减持
KMI
AFFIRM HLDGS INC CLASS A
-$92.4K
89,953
-1%
减持
AMGN
ISHARES BITCOIN ETF
+$91.8K
2,147
-1%
减持
DECK
FIDELITY REAL ESTATE INCOME
-$86.4K
2,302
-28%
减持
AMAT
SPDR S&P MIDCAP 400 ETF
+$84.0K
1,649
-1%
减持
IWM
SEMPRA
-$82.7K
13,571
-4%
增持
—
ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS
+$82.3K
7,380
+1%
增持
VWILX
STARBUCKS CORP
-$81.7K
15,673
+3%
增持
—
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$81.2K
703
+1%
增持
META
TOTALENERGIES F
-$80.6K
2,627
+6%
增持
CSCO
GUGGENHEIM TOTAL RETURN BOND P
+$78.6K
9,064
+0%
减持
DINO
NORTHWESTERN ENERGY
-$77.5K
5,976
-11%
增持
JNJ
MERCADOLIBRE INC
+$76.4K
3,466
+0%
减持
PG
GEN DIGITAL INC
-$76.3K
7,348
-0%
减持
JD
MERCK & CO. INC.
-$75.8K
10,084
-3%
增持
BA
VANECK SOCIAL SENTIMENT ETF
+$66.2K
1,618
+22%
增持
MS
WASTE MGMT INC DEL
+$64.8K
1,498
+18%
减持
VWAGY
KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS
-$64.6K
18,037
-30%
增持
GIBLX
PUBMATIC INC CLASS A
+$64.4K
79,122
+4%
减持
IWB
KRAFT HEINZ CO
-$64.3K
966
-17%
减持
VEA
YUM CHINA HLDGS INC
+$61.6K
29,214
-1%
减持
IVV
FREEPORT-MCMORAN INC
-$60.5K
5,376
-4%
减持
DSDYX
INVSC SP 500 EQUAL WEIGHT UTILTS ETF
-$58.9K
20,731
-11%
减持
SPHQ
BAXTER INTL INC
-$57.9K
3,522
-20%
增持
TSLA
MCCORMICK & CO INC CLASS CLASS N
+$55.1K
5,057
+1%
增持
GLW
ARTISAN INTERNATIONAL INSTITUTIONAL
+$51.1K
3,251
+14%
减持
BX
STATE STREET SPDR S&P DIV ETF
-$50.1K
2,385
-2%
减持
NEM
ADTRAN HLDGS INC
+$49.9K
4,319
-5%
增持
URNM
XCEL ENERGY INC
-$49.6K
9,284
+0%
增持
BHP
ISHARES RUSSELL 1000 ETF
+$49.2K
5,829
+7%
减持
FIXIX
QIAGEN NV F
-$46.2K
46,358
-1%
减持
IVW
RAPID7 INC
+$44.2K
33,675
-1%
减持
ADBE
J P MORGAN NASDAQ EQT PRM INC ETF
-$43.6K
723
-14%
减持
PIMIX
TERAWULF INC
-$42.8K
49,420
-8%
增持
PYPL
ABBOTT LABS
+$42.7K
5,301
+33%
增持
CRNC
WESTLAKE CHEM PARTNER LP
-$40.6K
29,165
+3%
增持
CIVI
FRANKLIN CONVERTIBLE SECURITIES ADV
-$39.3K
13,686
+8%
减持
DTE
JHANCOCK DISCIPLINED VALUE MID CAP I
-$39.2K
2,275
-3%
增持
TSM
ILLUMINA INC
+$38.4K
1,290
+2%
减持
IJR
PEPSICO INC
-$38.0K
14,253
-3%
减持
PMZIX
OUTSET MED INC
-$35.6K
46,838
-8%
减持
DIS
VANGUARD LTD-TERM TX-EX ADM
-$33.4K
2,356
-11%
增持
ENB
AMERICAN FUNDS WASHINGTON MUTUAL F2
-$32.7K
16,468
+1%
减持
CTRA
PROLOGIS INC REIT
-$31.1K
11,597
-18%
减持
CRWD
DFA US LARGE CAP EQUITY INSTITUTIONAL
-$30.5K
800
-3%
减持
WMT
TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
+$29.9K
5,520
-3%
增持
—
EDGEWOOD GROWTH INSTL
+$27.6K
60,084
+3%
减持
BGAIX
ISHARES TOTAL US STOCK MARKET ETF
-$27.1K
15,672
-9%
减持
BIDU
VANGUARD FTSE DEVELOPED MARKETS ETF
-$24.3K
4,082
-4%
减持
PIFZX
TESLA INC
-$23.5K
44,380
-5%
减持
LBNYX
NUGENEREX IMMUNO-ONCOLOGRESTRICTED SHARES
-$22.7K
350,991
-1%
增持
QCOM
KINDER MORGAN INC DEL
+$22.6K
4,505
+0%
增持
SDGR
KULICKE & SOFFA INDS INC
-$22.0K
13,428
+3%
减持
CRUS
LORD ABBETT BOND-DEBENTURE I
-$18.8K
1,944
-2%
减持
PM
ALPHABET INC CLASS CLASS A
-$17.7K
3,051
-2%