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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 123 项
建仓 2
增持 73
减持 41
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$3.5M
286,911
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.6M
2,210,280
+7%
减持
AAPL
APPLE INC
-$1.9M
78,688
-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。
减持
VV
VANGUARD INDEX FDS
-$1.5M
5,902
-55%
增持
VBK
VANGUARD INDEX FDS
-$1.2M
99,656
+2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$944.1K
808,001
+9%
增持
DFSV
DIMENSIONAL ETF TRUST
+$939.8K
730,438
+7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$896.3K
353,018
+8%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$886.4K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$779.4K
158,229
-1%
减持
NKE
NIKE INC
-$580.7K
38,904
-0%
增持
OKE
ONEOK INC NEW
+$508.9K
12,612
+167%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$500.2K
286,861
+2%
减持
CNC
CENTENE CORP DEL
-$405.2K
9,097
-41%
增持
NEE
NEXTERA ENERGY INC
-$371.6K
22,019
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$365.7K
489,586
+7%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$363.1K
16,138
减持
MSFT
MICROSOFT CORP
-$326.1K
12,041
-1%
减持
VB
VANGUARD INDEX FDS
-$297.4K
4,953
-20%
增持
DBEF
DBX ETF TR
+$291.0K
1,393,626
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
-$266.5K
486,349
+6%
增持
—
ADVANTAGE SOLUTIONS INC
+$264.6K
225,000
+41%
增持
VOE
VANGUARD INDEX FDS
-$256.2K
35,466
+0%
增持
AEE
AMEREN CORP
+$246.2K
14,959
+40%
减持
MCD
MCDONALDS CORP
-$233.4K
6,459
-0%
减持
VOT
VANGUARD INDEX FDS
-$231.0K
20,508
-0%
增持
WMT
WALMART INC
+$220.5K
7,864
+19%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$219.9K
0
-100%
清仓
OTEX
OPEN TEXT CORP
-$210.5K
0
-100%
减持
EFA
ISHARES TR
-$209.3K
44,501
-2%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$206.4K
0
-100%
清仓
IJR
ISHARES TR
-$206.2K
0
-100%
建仓
CME
CME GROUP INC
+$200.2K
1,000
清仓
MO
ALTRIA GROUP INC
-$200.2K
0
-100%
减持
O
REALTY INCOME CORP
-$187.5K
18,780
-0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$173.3K
177,183
+1%
减持
GOOG
ALPHABET INC
+$170.4K
18,086
-1%
减持
VBR
VANGUARD INDEX FDS
-$169.9K
27,687
-0%
增持
DFUV
DIMENSIONAL ETF TRUST
-$163.8K
353,048
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$160.8K
21,414
+45%
减持
RTX
RTX CORPORATION
-$154.4K
4,317
-9%
增持
PEP
PEPSICO INC
-$139.8K
9,028
+0%
减持
JNJ
JOHNSON & JOHNSON
-$136.1K
9,755
-2%
减持
EMR
EMERSON ELEC CO
+$136.0K
23,332
-0%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$131.3K
20,183
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$126.0K
109,025
+1%
减持
ITOT
ISHARES TR
-$107.3K
8,952
-8%
增持
PSX
PHILLIPS 66
+$98.6K
3,974
+0%
减持
IEMG
ISHARES INC
-$96.7K
18,468
-7%
增持
BND
VANGUARD BD INDEX FDS
-$93.8K
141,558
+3%
增持
DVY
ISHARES TR
-$93.6K
17,656
+0%
增持
ABBV
ABBVIE INC
+$91.7K
6,378
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$91.0K
4,909
-7%
减持
PFE
PFIZER INC
-$90.8K
25,272
-0%
减持
PDT
HANCOCK JOHN PREM DIVID FD
-$82.1K
27,527
-7%
减持
AMZN
AMAZON COM INC
-$77.3K
22,377
-0%
增持
LOW
LOWES COS INC
-$65.4K
3,691
+0%
减持
TSLA
TESLA INC
-$64.9K
4,599
-1%
增持
WM
WASTE MGMT INC DEL
-$64.9K
3,192
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$64.5K
4,423
+0%
增持
CVX
CHEVRON CORP NEW
+$64.3K
5,392
+0%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$60.0K
9,002
+0%
增持
NVDA
NVIDIA CORPORATION
+$58.0K
2,334
+3%
减持
BAC
BANK AMERICA CORP
-$53.0K
38,378
-0%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$49.4K
78,746
-7%
增持
MMT
MFS MULTIMARKET INCOME TR
-$47.3K
212,888
+1%
增持
ABT
ABBOTT LABS
-$44.9K
5,589
+4%
减持
TIP
ISHARES TR
-$44.8K
2,263
-13%
增持
CMCSA
COMCAST CORP NEW
+$43.4K
6,746
+10%
增持
PG
PROCTER AND GAMBLE CO
-$43.2K
7,519
+0%
增持
NFLX
NETFLIX INC
-$43.1K
692
+0%
减持
SLYG
SPDR SER TR
-$42.8K
10,784
-0%
增持
KO
COCA COLA CO
-$41.2K
9,987
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.1K
6,044
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$40.0K
4,923
+10%
减持
MDYV
SPDR SER TR
-$38.1K
4,673
-6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$37.2K
36,035
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$36.7K
18,913
-2%
增持
SO
SOUTHERN CO
-$35.8K
6,527
+0%
增持
COST
COSTCO WHSL CORP NEW
+$35.6K
1,336
+0%
减持
GOOGL
ALPHABET INC
+$35.5K
5,209
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$34.9K
12,642
+15%
增持
ET
ENERGY TRANSFER L P
+$34.7K
21,930
+2%
减持
QQQ
INVESCO QQQ TR
-$32.2K
1,365
-3%
增持
CSCO
CISCO SYS INC
+$31.7K
15,579
+0%
增持
SR
SPIRE INC
-$31.7K
4,835
+0%
增持
ANGL
VANECK ETF TRUST
+$28.1K
133,306
+3%
增持
ORCL
ORACLE CORP
-$27.8K
2,481
+2%
减持
MDYG
SPDR SER TR
-$27.2K
4,433
-5%
清仓
GEVO
GEVO INC
-$25.6K
0
-100%
增持
IVV
ISHARES TR
-$23.9K
1,905
+1%
增持
T
AT&T INC
-$21.6K
24,432
+0%
增持
IWO
ISHARES TR
-$21.1K
1,206
+0%
增持
INTC
INTEL CORP
+$20.6K
9,713
+0%
减持
IEFA
ISHARES TR
-$20.2K
5,808
-0%
增持
SBUX
STARBUCKS CORP
-$19.0K
2,513
+0%
减持
IAU
ISHARES GOLD TR
-$18.8K
11,306
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$18.7K
18,526
+3%
增持
META
META PLATFORMS INC
+$18.5K
1,311
+0%
减持
SPYG
SPDR SER TR
-$18.3K
9,445
-0%
减持
HD
HOME DEPOT INC
-$18.3K
1,784
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$17.9K
16,789
-2%
增持
VIOV
VANGUARD ADMIRAL FDS INC
-$16.2K
3,303
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$14.7K
14,685
+7%
增持
VTI
VANGUARD INDEX FDS
-$14.4K
4,030
+2%
减持
GLDM
WORLD GOLD TR
-$14.4K
6,033
-2%
增持
MMM
3M CO
-$14.4K
2,252
+0%
增持
MDLZ
MONDELEZ INTL INC
-$13.8K
4,059
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$12.8K
913
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.7K
1,745
+0%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$11.5K
15,488
+3%
增持
BMVP
INVESCO EXCHANGE TRADED FD T
-$11.3K
5,898
+200%
增持
VNQ
VANGUARD INDEX FDS
+$9.9K
19,569
+11%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$9.9K
18,495
+1%
增持
WFC
WELLS FARGO CO NEW
-$9.5K
5,313
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$9.3K
2,890
+7%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$9.0K
24,492
+1%
增持
WMB
WILLIAMS COS INC
+$7.5K
6,979
+0%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$7.2K
10,815
+4%
减持
—
EXXON MOBIL CORP
-$6.7K
3,269
-10%
增持
DUK
DUKE ENERGY CORP NEW
-$3.8K
2,900
+0%
增持
—
ACCENTURE PLC IRELAND
-$1.5K
1,263
+0%
增持
JPM
JPMORGAN CHASE & CO
+$1.1K
5,589
+0%
