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MOSAIC FAMILY WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MOSAIC FAMILY WEALTH PARTNERS, LLC
报告期 2026-03-31 · CIK 0001965241
持仓数
286
前50大市值合计
$792.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 75
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
DFLV
DIMENSIONAL ETF TRUST
+$47.9M
1,948,834
增持
VUG
VANGUARD INDEX FDS
+$13.2M
287,281
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$11.1M
696,164
+196%
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。
增持
DFSV
DIMENSIONAL ETF TRUST
+$10.2M
651,224
+169%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$10.1M
410,903
增持
DFAT
DIMENSIONAL ETF TRUST
+$9.3M
310,352
+205%
增持
DFIC
DIMENSIONAL ETF TRUST
+$7.1M
414,550
+222%
增持
DBEF
DBX ETF TR
+$5.5M
1,342,804
+4%
减持
AAPL
APPLE INC
+$2.8M
79,769
-0%
增持
VBK
VANGUARD INDEX FDS
+$2.1M
96,516
+3%
清仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$1.1M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$1.0M
139,115
+8%
清仓
—
SPDR S&P 500 ETF TRUST
-$841.4K
0
-100%
增持
ANGL
VANECK ETF TRUST
+$724.4K
126,485
+21%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$702.0K
291,795
-2%
减持
MSFT
MICROSOFT CORP
+$568.1K
12,143
-1%
增持
USMV
ISHARES TR
+$536.1K
31,049
+30%
减持
VTV
VANGUARD INDEX FDS
-$520.1K
164,046
-1%
增持
AMZN
AMAZON COM INC
+$473.4K
22,713
+2%
减持
VV
VANGUARD INDEX FDS
-$464.8K
13,002
-22%
增持
IEMG
ISHARES INC
+$454.4K
19,821
+81%
清仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$425.4K
0
-100%
清仓
—
SPDR S&P 500 ETF TRUST
-$420.7K
0
-100%
增持
TSLA
TESLA INC
+$405.5K
4,652
+2%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$382.0K
13,277
增持
GOOG
ALPHABET INC
+$378.4K
18,231
+7%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$373.5K
14,660
增持
NKE
NIKE INC
+$353.7K
39,394
+3%
建仓
SPDW
SPDR INDEX SHS FDS
+$351.3K
10,937
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$346.7K
23,696
+63%
减持
DFUV
DIMENSIONAL ETF TRUST
-$340.6K
352,695
-3%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$338.6K
0
-100%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$325.6K
175,517
+6%
减持
IWF
ISHARES TR
+$317.3K
10,779
-0%
建仓
META
META PLATFORMS INC
+$316.6K
1,494
增持
NVDA
NVIDIA CORPORATION
+$303.3K
2,269
+1%
减持
PFE
PFIZER INC
-$293.9K
25,317
-2%
增持
EFAV
ISHARES TR
+$284.8K
11,911
+45%
减持
VBR
VANGUARD INDEX FDS
-$281.6K
28,844
-6%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$274.6K
3,400
增持
QUAL
ISHARES TR
+$269.4K
7,043
+33%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$268.6K
2,741
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$266.7K
111,331
-9%
清仓
IDLV
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
-$251.8K
0
-100%
减持
EFA
ISHARES TR
+$245.9K
45,411
-1%
减持
EMR
EMERSON ELEC CO
-$239.5K
25,510
-0%
减持
VOT
VANGUARD INDEX FDS
+$229.6K
20,940
-2%
建仓
IAU
ISHARES GOLD TR
+$229.5K
6,141
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$229.2K
4,286
减持
JNJ
JOHNSON & JOHNSON
-$225.2K
9,903
-1%
建仓
GLDM
WORLD GOLD TR
+$223.4K
5,712
减持
SPYG
SPDR SER TR
-$220.8K
9,737
-35%
清仓
VOO
VANGUARD S&P 500 ETF
-$207.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$204.1K
4,495
-16%
清仓
MO
ALTRIA GROUP INC COM
-$200.8K
0
-100%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$199.9K
16,245
-3%
增持
VTI
VANGUARD INDEX FDS
+$180.7K
4,101
+19%
增持
AMAT
APPLIED MATLS INC
+$176.4K
6,922
+0%
增持
BAC
BANK AMERICA CORP
-$173.7K
38,479
+0%
减持
SLYG
SPDR SER TR
-$166.5K
11,123
-19%
减持
NEE
NEXTERA ENERGY INC
-$164.3K
21,994
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$164.0K
18,378
+9%
增持
SMMV
ISHARES TR
+$162.5K
19,079
+32%
减持
SCHX
SCHWAB STRATEGIC TR
+$159.0K
51,043
-0%
增持
USB
US BANCORP DEL
-$143.1K
18,963
+0%
增持
MU
MICRON TECHNOLOGY INC
+$133.7K
12,882
+0%
减持
IJR
ISHARES TR
-$133.0K
2,198
-40%
减持
IWD
ISHARES TR
-$131.3K
14,242
-6%
增持
ITOT
ISHARES TR
+$115.4K
10,372
+7%
减持
IJH
ISHARES TR
-$112.1K
956
-34%
增持
MTUM
ISHARES TR
+$105.6K
3,965
+30%
增持
MCD
MCDONALDS CORP
+$105.3K
6,486
+0%
减持
CVX
CHEVRON CORP NEW
-$103.5K
5,465
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$102.7K
1,812
+0%
增持
GOOGL
ALPHABET INC
+$96.6K
6,118
+0%
增持
EEMV
ISHARES INC
+$94.7K
5,982
+37%
增持
QQQ
INVESCO QQQ TR
+$94.1K
1,212
+9%
建仓
—
PERIMETER SOLUTIONS SA
+$92.5K
11,444
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$91.1K
17,527
+8%
减持
VB
VANGUARD INDEX FDS
-$89.7K
6,204
-10%
增持
HPQ
HP INC
+$84.4K
34,002
+0%
减持
BA
BOEING CO
+$81.0K
3,745
-0%
增持
CSCO
CISCO SYS INC
+$72.8K
15,589
+0%
减持
ABT
ABBOTT LABS
-$69.2K
5,381
-4%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$68.9K
85,863
-1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$62.2K
8,982
+0%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$60.7K
14,939
+0%
减持
FIS
FIDELITY NATL INFORMATION SV
-$53.6K
3,914
-0%
减持
HDV
ISHARES TR
-$49.5K
10,067
-2%
减持
SO
SOUTHERN CO
-$48.4K
6,318
-8%
减持
MMM
3M CO
-$47.2K
2,248
-5%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$45.2K
11,217
+89%
增持
PEP
PEPSICO INC
+$44.5K
9,016
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.7K
6,122
-5%
减持
INTC
INTEL CORP
+$39.6K
9,709
-8%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$39.0K
36,002
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$38.6K
4,780
+3%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$36.2K
2,756
+0%
增持
NFLX
NETFLIX INC
+$35.3K
692
+0%
增持
IWP
ISHARES TR
+$35.3K
4,718
+0%
减持
WMT
WALMART INC
+$33.5K
6,595
-0%
减持
MDYV
SPDR SER TR
-$31.5K
5,944
-9%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$30.6K
18,686
+8%
减持
IEFA
ISHARES TR
+$30.3K
6,449
-1%
增持
ORCL
ORACLE CORP
+$29.3K
2,591
+0%
增持
LLY
LILLY ELI & CO
-$29.1K
1,732
+2%
增持
VNQ
VANGUARD INDEX FDS
+$27.6K
18,968
+1%
减持
DIS
DISNEY WALT CO
+$27.0K
2,583
-3%
减持
JPM
JPMORGAN CHASE & CO
-$26.5K
5,578
-1%
增持
GLD
SPDR GOLD TR
+$25.9K
1,735
+1%
增持
AEE
AMEREN CORP
-$25.6K
10,674
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$24.3K
1,528
+0%
增持
—
ACCENTURE PLC IRELAND
+$24.2K
1,261
+0%
减持
IWO
ISHARES TR
-$24.2K
1,234
-13%
增持
VOE
VANGUARD INDEX FDS
-$23.4K
36,658
+0%
减持
V
VISA INC
+$22.8K
1,466
-1%
增持
WFC
WELLS FARGO CO NEW
-$22.3K
5,740
+0%
减持
O
REALTY INCOME CORP
-$21.1K
19,012
-2%
增持
WMB
WILLIAMS COS INC
-$21.0K
6,972
+0%
增持
DVY
ISHARES TR
-$20.3K
17,530
+2%
增持
PG
PROCTER AND GAMBLE CO
-$20.3K
7,512
+0%
减持
TXN
TEXAS INSTRS INC
+$20.0K
1,581
-5%
减持
WM
WASTE MGMT INC DEL
+$18.8K
3,182
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$18.4K
2,899
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$17.8K
2,447
-3%
增持
UNP
UNION PAC CORP
-$16.9K
2,941
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.6K
1,739
+0%
增持
PDT
HANCOCK JOHN PREM DIVID FD
-$15.8K
29,422
+0%
减持
MRK
MERCK & CO INC
-$15.5K
3,079
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$15.2K
4,751
-0%
增持
KO
COCA COLA CO
-$15.2K
9,976
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$14.0K
7,589
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.6K
4,523
+1%
增持
ABBV
ABBVIE INC
-$13.3K
6,377
+0%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$13.3K
18,108
+1%
增持
ET
ENERGY TRANSFER L P
+$13.0K
21,483
+0%
增持
MDLZ
MONDELEZ INTL INC
+$12.8K
4,120
+0%
减持
BSV
VANGUARD BD INDEX FDS
+$12.4K
21,535
-1%
减持
IVV
ISHARES TR
+$12.3K
1,889
-5%
减持
SBUX
STARBUCKS CORP
+$11.8K
2,506
-0%
增持
SF
STIFEL FINL CORP
+$11.6K
15,965
+0%
减持
CMCSA
COMCAST CORP NEW
+$11.1K
6,167
-3%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$10.7K
7,315
-0%
增持
PSX
PHILLIPS 66
-$10.6K
3,971
+0%
增持
DE
DEERE & CO
-$10.3K
678
+0%
增持
IVOV
VANGUARD ADMIRAL FDS INC
+$10.0K
5,118
+100%
增持
MMT
MFS MULTIMARKET INCOME TR
+$9.0K
218,092
+0%
增持
OKE
ONEOK INC NEW
-$8.6K
4,695
+1%
减持
T
AT&T INC
+$8.3K
24,630
-3%
增持
SR
SPIRE INC
+$7.7K
4,843
+0%
