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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 4
增持 50
减持 95
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$9.9M
288,407
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.4M
2,056,944
+6%
减持
AAPL
APPLE INC
+$2.3M
79,521
-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。
增持
VBK
VANGUARD INDEX FDS
+$1.7M
98,115
+2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.5M
743,904
+7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
328,375
+6%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.3M
683,642
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.1M
455,975
+10%
增持
DBEF
DBX ETF TR
+$1.1M
1,366,916
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.1M
457,803
+11%
增持
MSFT
MICROSOFT CORP
+$622.4K
12,152
+0%
减持
AMZN
AMAZON COM INC
+$575.9K
22,416
-1%
减持
NKE
NIKE INC
-$530.5K
38,967
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$413.9K
8,089
+7%
建仓
—
ADVANTAGE SOLUTIONS INC
+$374.4K
160,000
增持
DFUV
DIMENSIONAL ETF TRUST
+$366.3K
352,884
+0%
减持
NVDA
NVIDIA CORPORATION
+$327.1K
2,263
-0%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$318.3K
20,182
+8%
增持
GOOG
ALPHABET INC
+$318.2K
18,313
+0%
减持
IWF
ISHARES TR
+$302.5K
10,670
-1%
减持
BND
VANGUARD BD INDEX FDS
-$299.2K
137,185
-1%
增持
LLY
LILLY ELI & CO
+$255.3K
1,813
+5%
减持
TSLA
TESLA INC
+$250.6K
4,644
-0%
清仓
ENB
ENBRIDGE INC
-$233.4K
0
-100%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$219.9K
2,725
建仓
OTEX
OPEN TEXT CORP
+$210.5K
5,065
增持
BA
BOEING CO
+$201.6K
4,721
+26%
建仓
MO
ALTRIA GROUP INC
+$200.2K
4,419
减持
BSV
VANGUARD BD INDEX FDS
-$188.8K
19,299
-10%
增持
IAU
ISHARES GOLD TR
+$184.9K
11,387
+85%
减持
ABBV
ABBVIE INC
-$157.4K
6,376
-0%
减持
AMAT
APPLIED MATLS INC
+$150.0K
6,920
-0%
减持
VOT
VANGUARD INDEX FDS
+$144.2K
20,536
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$138.6K
282,420
-3%
增持
QQQ
INVESCO QQQ TR
+$132.3K
1,411
+16%
增持
MCD
MCDONALDS CORP
+$121.4K
6,488
+0%
增持
JNJ
JOHNSON & JOHNSON
+$120.4K
10,002
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$115.2K
4,411
-2%
减持
EMR
EMERSON ELEC CO
-$105.9K
23,422
-8%
减持
VNQ
VANGUARD INDEX FDS
-$104.4K
17,600
-7%
增持
PFE
PFIZER INC
-$103.9K
25,328
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$97.0K
48,997
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$96.9K
108,182
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$95.3K
5,256
+10%
增持
LOW
LOWES COS INC
+$95.2K
3,689
+0%
减持
T
AT&T INC
-$85.6K
24,360
-1%
减持
JPM
JPMORGAN CHASE & CO
+$82.5K
5,568
-0%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$82.3K
55,530
-10%
减持
O
REALTY INCOME CORP
-$78.5K
18,821
-1%
增持
MDYG
SPDR SER TR
+$76.8K
4,658
+24%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$75.8K
14,224
-5%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$67.5K
15,001
-8%
减持
NFLX
NETFLIX INC
+$65.3K
691
-0%
增持
WMT
WALMART INC
+$64.8K
6,601
+0%
增持
NEE
NEXTERA ENERGY INC
-$62.3K
22,008
+0%
增持
DVY
ISHARES TR
-$60.0K
17,600
+0%
减持
META
META PLATFORMS INC
+$58.4K
1,310
-12%
增持
—
PERIMETER SOLUTIONS SA
+$57.2K
24,344
+113%
减持
USB
US BANCORP DEL
-$57.2K
18,958
-0%
减持
TIP
ISHARES TR
-$54.2K
2,598
-14%
减持
VO
VANGUARD INDEX FDS
+$54.0K
6,299
-0%
减持
VTV
VANGUARD INDEX FDS
-$52.4K
159,147
-3%
减持
MDYV
SPDR SER TR
-$51.6K
4,960
-17%
减持
ORCL
ORACLE CORP
+$49.8K
2,440
-6%
增持
AEE
AMEREN CORP
-$49.0K
10,691
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$48.0K
18,048
-2%
减持
HDV
ISHARES TR
-$47.8K
9,679
-4%
减持
CVX
CHEVRON CORP NEW
-$46.8K
5,370
-2%
减持
HPQ
HP INC
+$46.2K
34,000
-0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$44.2K
175,716
+0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$43.4K
50,000
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$43.1K
13,718
+3%
减持
QUAL
ISHARES TR
+$42.1K
6,791
-4%
减持
ABT
ABBOTT LABS
+$41.3K
5,377
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$41.1K
17,062
-3%
减持
SPYG
SPDR SER TR
+$39.2K
9,477
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$37.8K
2,690
-2%
减持
EFAV
ISHARES TR
-$37.6K
11,381
-4%
减持
IEFA
ISHARES TR
-$37.2K
5,836
-10%
减持
MMT
MFS MULTIMARKET INCOME TR
-$35.9K
211,583
-3%
减持
VIOG
VANGUARD ADMIRAL FDS INC
-$35.5K
10,363
-8%
减持
MU
MICRON TECHNOLOGY INC
+$35.4K
12,878
-0%
减持
USMV
ISHARES TR
-$35.3K
29,910
-4%
增持
ANGL
VANECK ETF TRUST
+$35.0K
128,892
+2%
减持
IWD
ISHARES TR
+$34.6K
13,959
-2%
减持
SR
SPIRE INC
-$34.5K
4,811
-1%
减持
VTI
VANGUARD INDEX FDS
+$33.5K
3,952
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$33.4K
6,112
-0%
减持
DIS
DISNEY WALT CO
-$33.0K
2,527
-2%
减持
SMMV
ISHARES TR
-$32.7K
18,349
-4%
减持
WM
WASTE MGMT INC DEL
+$32.3K
3,180
-0%
增持
—
ACCENTURE PLC IRELAND
+$29.1K
1,262
+0%
减持
EFA
ISHARES TR
+$28.5K
45,202
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$28.3K
4,463
-1%
减持
HD
HOME DEPOT INC
+$27.1K
1,795
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$26.7K
14,743
+1%
减持
PEP
PEPSICO INC
+$26.0K
9,015
-0%
增持
PSX
PHILLIPS 66
-$23.7K
3,973
+0%
增持
PG
PROCTER AND GAMBLE CO
+$23.0K
7,514
+0%
减持
CMCSA
COMCAST CORP NEW
+$21.9K
6,154
-0%
减持
IWP
ISHARES TR
+$20.7K
4,660
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$20.0K
2,894
-0%
增持
WMB
WILLIAMS COS INC
+$19.4K
6,975
+0%
减持
—
EXXON MOBIL CORP
-$19.1K
3,646
-3%
减持
KO
COCA COLA CO
-$18.6K
9,968
-0%
增持
SO
SOUTHERN CO
+$18.6K
6,522
+3%
增持
PDT
HANCOCK JOHN PREM DIVID FD
-$17.6K
29,453
+0%
减持
V
VISA INC
+$17.4K
1,465
-0%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$17.1K
84,542
-2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$16.6K
36,018
+0%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$16.6K
18,312
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$16.3K
2,451
+0%
减持
VOE
VANGUARD INDEX FDS
-$14.0K
35,417
-3%
减持
EEMV
ISHARES INC
-$13.7K
5,688
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$13.2K
1,809
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$12.7K
3,978
-7%
减持
SLYG
SPDR SER TR
+$12.7K
10,823
-3%
增持
SBUX
STARBUCKS CORP
-$12.6K
2,507
+0%
增持
GLDM
WORLD GOLD TR
+$12.2K
6,185
+8%
减持
WFC
WELLS FARGO CO NEW
+$12.0K
5,308
-8%
减持
GOOGL
ALPHABET INC
+$11.6K
5,400
-12%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$11.5K
2,754
-0%
减持
IWO
ISHARES TR
+$11.4K
1,201
-3%
减持
ITOT
ISHARES TR
+$11.3K
9,715
-6%
增持
MMM
3M CO
-$11.1K
2,250
+0%
减持
GLD
SPDR GOLD TR
-$11.1K
1,721
-1%
减持
TXN
TEXAS INSTRS INC
-$9.8K
1,579
-0%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
-$9.6K
24,199
+1%
减持
SF
STIFEL FINL CORP
+$9.2K
15,964
-0%
减持
CSCO
CISCO SYS INC
-$9.1K
15,578
-0%
减持
IEMG
ISHARES INC
+$8.6K
19,793
-0%
减持
EEM
ISHARES TR
-$8.5K
8,113
-3%
减持
MDLZ
MONDELEZ INTL INC
+$8.3K
4,057
-2%
减持
UNP
UNION PAC CORP
+$8.2K
2,933
-0%
减持
INTC
INTEL CORP
+$7.5K
9,708
-0%
增持
OKE
ONEOK INC NEW
-$7.2K
4,716
+0%
减持
IJH
ISHARES TR
+$6.9K
941
-2%
减持
VBR
VANGUARD INDEX FDS
+$6.4K
27,726
-4%
减持
IJR
ISHARES TR
-$6.4K
2,069
-6%
减持
IVOV
VANGUARD ADMIRAL FDS INC
+$6.3K
4,967
-3%
增持
SPDW
SPDR INDEX SHS FDS
+$5.8K
10,974
+0%
减持
DE
DEERE & CO
-$5.6K
677
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.1K
1,742
+0%
增持
ET
ENERGY TRANSFER L P
+$5.1K
21,496
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.8K
1,526
-0%
减持
IWS
ISHARES TR
+$4.3K
5,172
-3%
减持
MRK
MERCK & CO INC
+$4.3K
2,879
-6%
减持
VFVA
VANGUARD WELLINGTON FD
+$4.2K
2,917
-1%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$3.9K
3,297
-3%
减持
BAC
BANK AMERICA CORP
+$3.3K
38,473
-0%
