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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 67
减持 57
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$19.8M
42,019
+1700%
增持
MSFT
MICROSOFT CORP
+$8.7M
33,358
+177%
增持
AAPL
APPLE INC
+$5.7M
99,687
+27%
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
BA
BOEING CO
+$5.5M
24,596
+421%
减持
VUG
VANGUARD INDEX FDS
+$5.4M
268,683
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.5M
32,762
+1034%
减持
DFSV
DIMENSIONAL ETF TRUST
+$1.8M
697,306
-5%
减持
VBK
VANGUARD INDEX FDS
+$1.8M
95,696
-4%
减持
DFGR
DIMENSIONAL ETF TRUST
+$1.6M
481,678
-1%
减持
DFLV
DIMENSIONAL ETF TRUST
+$1.5M
2,083,625
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
6,836
+55%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.3M
333,231
-6%
减持
VTV
VANGUARD INDEX FDS
+$1.1M
153,501
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.1M
351,517
-0%
增持
AMZN
AMAZON COM INC
+$871.6K
24,458
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$837.8K
279,318
-3%
减持
DFIC
DIMENSIONAL ETF TRUST
+$835.2K
480,496
-2%
减持
DBEF
DBX ETF TR
+$773.1K
1,336,145
-4%
增持
BND
VANGUARD BD INDEX FDS
+$569.2K
142,041
+0%
减持
DFEM
DIMENSIONAL ETF TRUST
+$564.1K
777,187
-4%
增持
NKE
NIKE INC
+$511.5K
38,975
+0%
建仓
AGG
ISHARES TR
+$474.2K
4,778
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$472.6K
4,594
增持
AMAT
APPLIED MATLS INC
+$448.7K
8,680
+25%
增持
IVV
ISHARES TR
+$420.4K
2,593
+36%
增持
VTI
VANGUARD INDEX FDS
+$418.3K
5,372
+33%
清仓
SPDW
SPDR INDEX SHS FDS
-$392.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$383.8K
5,041
减持
VBR
VANGUARD INDEX FDS
+$383.2K
26,666
-4%
增持
ANGL
VANECK ETF TRUST
+$378.6K
138,493
+4%
增持
MA
MASTERCARD INCORPORATED
+$377.6K
2,866
+34%
减持
IWF
ISHARES TR
+$369.2K
10,579
-1%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$363.1K
0
-100%
增持
IWD
ISHARES TR
+$351.7K
14,952
+7%
建仓
URI
UNITED RENTALS INC
+$341.2K
595
减持
BSV
VANGUARD BD INDEX FDS
-$338.7K
14,061
-26%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$335.3K
20,186
+0%
减持
VOE
VANGUARD INDEX FDS
+$327.0K
34,284
-3%
建仓
SCHF
SCHWAB STRATEGIC TR
+$317.9K
8,600
建仓
BIV
VANGUARD BD INDEX FDS
+$315.4K
4,130
清仓
EEM
ISHARES TR
-$307.9K
0
-100%
建仓
DHI
D R HORTON INC
+$304.7K
2,005
减持
EMR
EMERSON ELEC CO
-$304.1K
20,025
-14%
清仓
MDYV
SPDR SER TR
-$303.1K
0
-100%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$292.4K
181,885
+3%
增持
—
ADVANTAGE SOLUTIONS INC
+$284.1K
255,000
+13%
建仓
CDW
CDW CORP
+$274.8K
1,209
建仓
DHR
DANAHER CORPORATION
+$274.6K
1,187
增持
GOOGL
ALPHABET INC
+$273.6K
6,838
+31%
减持
EFA
ISHARES TR
+$266.9K
44,245
-1%
增持
BAC
BANK AMERICA CORP
+$266.5K
39,124
+2%
增持
V
VISA INC
+$261.6K
2,299
+57%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$257.4K
3,722
建仓
CRM
SALESFORCE INC
+$257.1K
977
增持
UNH
UNITEDHEALTH GROUP INC
+$241.5K
2,191
+21%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$241.1K
2,718
清仓
—
MEDTRONIC PLC
-$233.4K
0
-100%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$231.5K
14,973
-3%
建仓
IJR
ISHARES TR
+$229.7K
2,122
增持
JPM
JPMORGAN CHASE & CO
+$228.4K
6,108
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$224.8K
109,481
+0%
增持
HD
HOME DEPOT INC
+$224.3K
2,202
+23%
增持
MU
MICRON TECHNOLOGY INC
+$222.9K
12,879
+0%
清仓
GLDM
WORLD GOLD TR
-$221.2K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$219.5K
900
建仓
BRBR
BELLRING BRANDS INC
+$219.5K
3,960
增持
VO
VANGUARD INDEX FDS
+$217.7K
6,574
+4%
减持
VOT
VANGUARD INDEX FDS
+$217.1K
19,180
-6%
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$216.8K
2,207
建仓
OTEX
OPEN TEXT CORP
+$212.8K
5,065
建仓
IJS
ISHARES TR
+$210.3K
2,040
建仓
AEP
AMERICAN ELEC PWR CO INC
+$208.2K
2,564
建仓
CPRT
COPART INC
+$207.8K
4,240
增持
USB
US BANCORP DEL
+$205.2K
19,223
+1%
减持
MCD
MCDONALDS CORP
+$201.8K
6,419
-1%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$185.0K
11,199
+4%
增持
ABBV
ABBVIE INC
+$184.1K
7,323
+15%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$175.2K
9,012
+0%
增持
IEMG
ISHARES INC
+$169.7K
20,732
+12%
减持
GOOG
ALPHABET INC
+$162.0K
18,070
-0%
增持
COST
COSTCO WHSL CORP NEW
+$160.2K
1,386
+4%
增持
NEE
NEXTERA ENERGY INC
+$156.3K
23,341
+6%
增持
HPQ
HP INC
+$153.7K
34,146
+0%
增持
INTC
INTEL CORP
+$143.0K
9,717
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$141.2K
15,581
-16%
减持
SCHX
SCHWAB STRATEGIC TR
+$138.4K
46,413
-5%
增持
QUAL
ISHARES TR
+$124.0K
6,925
+2%
增持
LLY
ELI LILLY & CO
+$120.9K
1,878
+4%
减持
UNP
UNION PAC CORP
+$118.3K
2,913
-1%
减持
VB
VANGUARD INDEX FDS
-$115.1K
3,850
-22%
增持
ABT
ABBOTT LABS
+$114.2K
5,955
+7%
减持
O
REALTY INCOME CORP
-$112.5K
14,374
-23%
增持
PFE
PFIZER INC
-$109.5K
25,314
+0%
增持
IEFA
ISHARES TR
+$104.1K
6,792
+17%
减持
VNQ
VANGUARD INDEX FDS
+$103.9K
17,932
-8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$100.6K
16,254
+11%
减持
SLYG
SPDR SER TR
+$93.6K
10,567
-2%
增持
OKE
ONEOK INC NEW
+$87.5K
12,639
+0%
减持
WM
WASTE MGMT INC DEL
+$84.4K
3,188
-0%
减持
CNC
CENTENE CORP DEL
-$81.7K
7,343
-19%
减持
PEP
PEPSICO INC
-$79.4K
8,539
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$77.8K
15,246
-9%
减持
AEE
AMEREN CORP
-$77.1K
14,407
-4%
增持
IWN
ISHARES TR
+$76.9K
3,848
+0%
减持
MDYG
SPDR SER TR
-$74.9K
3,060
-31%
减持
DVY
ISHARES TR
+$73.3K
16,838
-5%
增持
CVX
CHEVRON CORP NEW
-$68.8K
5,635
+5%
增持
—
ACCENTURE PLC IRELAND
+$67.7K
1,299
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$65.0K
21,417
+0%
增持
MS
MORGAN STANLEY
+$64.1K
4,812
+2%
减持
QQQ
INVESCO QQQ TR
+$63.8K
1,350
-1%
增持
IWS
ISHARES TR
+$63.0K
5,182
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$62.3K
4,803
-2%
增持
IWP
ISHARES TR
+$61.3K
4,662
+0%
减持
WELL
WELLTOWER INC
-$61.3K
2,500
-29%
增持
LOW
LOWES COS INC
+$59.0K
3,712
+1%
增持
SPYG
SPDR SER TR
+$56.8K
9,479
+0%
增持
IVOV
VANGUARD ADMIRAL FDS INC
+$53.4K
5,052
+2%
增持
XEL
XCEL ENERGY INC
+$50.7K
10,504
+0%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
+$48.7K
7,262
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$48.1K
7,810
-3%
增持
—
EXXON MOBIL CORP
-$47.4K
3,371
+3%
增持
KO
COCA COLA CO
+$47.1K
10,287
+3%
减持
HDV
ISHARES TR
-$46.3K
8,931
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$45.9K
926
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$45.4K
5,953
-2%
增持
WFC
WELLS FARGO CO NEW
+$45.2K
5,329
+0%
减持
GD
GENERAL DYNAMICS CORP
+$44.0K
1,365
-3%
增持
JNJ
JOHNSON & JOHNSON
+$43.8K
9,973
+2%
减持
IAU
ISHARES GOLD TR
+$43.8K
11,257
-0%
减持
MMT
MFS MULTIMARKET INCOME TR
+$41.3K
208,387
-2%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$39.7K
3,324
+1%
增持
CMCSA
COMCAST CORP NEW
+$39.6K
7,724
+14%
减持
PSX
PHILLIPS 66
+$38.5K
3,875
-2%
增持
IJK
ISHARES TR
+$37.4K
5,078
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$36.3K
36,053
+0%
减持
T
AT&T INC
-$34.5K
19,814
-19%
减持
IWO
ISHARES TR
+$33.3K
1,204
-0%
减持
TSLA
TESLA INC
-$32.9K
4,499
-2%
减持
EFAV
ISHARES TR
-$32.7K
10,233
-10%
增持
AMGN
AMGEN INC
+$30.9K
1,396
+1%
增持
MRK
MERCK & CO INC
+$30.1K
2,995
+4%
减持
GLD
SPDR GOLD TR
+$29.5K
1,698
-1%
增持
PDT
HANCOCK JOHN PREM DIVID FD
+$28.7K
27,558
+0%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$28.1K
26,665
+9%
减持
IJH
ISHARES TR
-$25.9K
753
-20%
减持
MTUM
ISHARES TR
+$25.4K
3,582
-7%
减持
DUK
DUKE ENERGY CORP NEW
+$25.3K
2,898
-0%
减持
SO
SOUTHERN CO
+$24.7K
6,376
-2%
减持
MMM
3M CO
+$19.8K
2,110
-6%
