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National Wealth Management Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
National Wealth Management Group, LLC
报告期 2026-03-31 · CIK 0001977723
持仓数
215
前50大市值合计
$187.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 29
增持 43
减持 50
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
TCHP
T ROWE PRICE ETF INC
+$7.0M
197,665
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.5M
194,961
+721%
增持
TCAF
T ROWE PRICE ETF INC
+$3.9M
181,631
+207%
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
SCHO
SCHWAB STRATEGIC TR
+$3.2M
91,857
+277%
增持
BIL
SPDR SER TR
+$2.6M
31,949
+747%
增持
CALF
PACER FDS TR
+$1.8M
44,720
+417%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
3,064
+14%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.3M
22,014
-73%
建仓
AMAT
APPLIED MATLS INC
+$1.1M
5,436
减持
COWZ
PACER FDS TR
-$1.1M
38,151
-41%
增持
IVV
ISHARES TR
+$963.4K
7,364
+21%
减持
TSLA
TESLA INC
-$828.7K
8,262
-10%
清仓
IJK
ISHARES TR
-$801.5K
0
-100%
减持
AAPL
APPLE INC
-$793.1K
6,789
-33%
清仓
CCI
CROWN CASTLE INC
-$782.6K
0
-100%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$778.7K
20,715
+306%
增持
META
META PLATFORMS INC
+$700.3K
5,296
+0%
建仓
PGR
PROGRESSIVE CORP
+$687.3K
3,323
增持
ABBV
ABBVIE INC
+$687.2K
5,274
+199%
增持
LLY
ELI LILLY & CO
+$662.3K
1,189
+164%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$660.8K
2,015
建仓
FCX
FREEPORT-MCMORAN INC
+$644.3K
13,702
清仓
MCK
MCKESSON CORP
-$629.2K
0
-100%
清仓
MAS
MASCO CORP
-$620.5K
0
-100%
减持
AMZN
AMAZON COM INC
+$610.3K
23,520
-2%
建仓
TAYD
TAYLOR DEVICES INC
+$590.1K
11,856
建仓
ORCL
ORACLE CORP
+$584.3K
4,652
建仓
STLD
STEEL DYNAMICS INC
+$535.6K
3,613
建仓
SQ
BLOCK INC
+$517.7K
6,121
建仓
FANG
DIAMONDBACK ENERGY INC
+$513.3K
2,590
建仓
ENPH
ENPHASE ENERGY INC
+$510.5K
4,220
建仓
TSCO
TRACTOR SUPPLY CO
+$505.4K
1,931
清仓
MA
MASTERCARD INCORPORATED
-$502.9K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$501.6K
7,022
+2%
清仓
SNPS
SYNOPSYS INC
-$486.1K
0
-100%
清仓
RMD
RESMED INC
-$477.4K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$474.2K
0
-100%
建仓
RSG
REPUBLIC SVCS INC
+$468.8K
2,449
清仓
—
DISCOVER FINL SVCS
-$466.1K
0
-100%
清仓
FDS
FACTSET RESH SYS INC
-$462.3K
0
-100%
建仓
TTD
THE TRADE DESK INC
+$459.6K
5,257
清仓
COR
CENCORA INC
-$455.3K
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$453.4K
0
-100%
建仓
BRO
BROWN & BROWN INC
+$452.4K
5,168
清仓
WDC
WESTERN DIGITAL CORP.
-$447.4K
0
-100%
清仓
MSCI
MSCI INC
-$441.2K
0
-100%
建仓
OKTA
OKTA INC
+$434.7K
4,155
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$428.7K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$427.5K
13,066
-40%
清仓
GL
GLOBE LIFE INC
-$415.8K
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$415.7K
2,664
清仓
CLX
CLOROX CO DEL
-$406.8K
0
-100%
建仓
DQ
DAQO NEW ENERGY CORP
+$402.9K
14,311
清仓
HEI
HEICO CORP NEW
-$393.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$391.8K
8,898
-25%
建仓
BWXT
BWX TECHNOLOGIES INC
+$382.0K
3,722
建仓
—
CHUBB LIMITED
+$376.5K
1,453
清仓
PB
PROSPERITY BANCSHARES INC
-$365.2K
0
-100%
建仓
—
CATALENT INC
+$359.0K
6,359
清仓
—
ALTERYX INC
-$333.9K
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$326.0K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$312.4K
18,751
+2%
减持
CRM
SALESFORCE INC
-$305.4K
1,088
-55%
建仓
CAVA
CAVA GROUP INC
+$258.4K
3,689
增持
IJH
ISHARES TR
+$250.3K
19,162
+481%
清仓
KO
COCA COLA CO
-$250.0K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$248.4K
40,104
-7%
增持
IDEV
ISHARES TR
+$247.9K
25,589
+11%
建仓
CTVA
CORTEVA INC
+$243.0K
4,213
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$238.3K
0
-100%
增持
MSFT
MICROSOFT CORP
+$233.2K
3,843
+4%
增持
PG
PROCTER AND GAMBLE CO
+$230.5K
11,670
+3%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$227.2K
6,551
+83%
建仓
SPEM
SPDR INDEX SHS FDS
+$225.5K
6,232
减持
GOOGL
ALPHABET INC
-$222.7K
6,719
-24%
清仓
ITA
ISHARES TR
-$218.5K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$215.1K
0
-100%
建仓
—
EXXON MOBIL CORP
+$214.4K
1,845
减持
VTI
VANGUARD INDEX FDS
+$212.0K
10,657
-1%
建仓
PXE
INVESCO EXCHANGE TRADED FD T
+$207.8K
5,803
建仓
NEE
NEXTERA ENERGY INC
+$205.7K
3,219
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$201.1K
3,744
增持
VGT
VANGUARD WORLD FD
+$183.9K
4,068
+1%
增持
NRG
NRG ENERGY INC
+$177.9K
7,705
+16%
增持
VOO
VANGUARD INDEX FDS
+$169.3K
2,959
+3%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$165.6K
14,893
-32%
减持
DFAC
DIMENSIONAL ETF TRUST
-$151.2K
18,370
-27%
减持
QQQ
INVESCO QQQ TR
+$135.7K
9,805
-5%
清仓
PSO
PEARSON PLC
-$125.7K
0
-100%
增持
IWY
ISHARES TR
+$116.7K
2,109
+25%
增持
SPMD
SPDR SER TR
+$116.3K
16,740
+5%
增持
USXF
ISHARES TR
+$114.5K
13,156
+9%
减持
PHM
PULTE GROUP INC
+$111.9K
6,859
-1%
减持
SPYM
SPDR SER TR
+$111.7K
35,222
-4%
减持
USO
UNITED STS OIL FD LP
+$105.5K
15,551
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$103.0K
2,040
+13%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$102.8K
12,324
-30%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$94.0K
4,967
-31%
增持
SOXX
ISHARES TR
+$93.8K
2,205
+214%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$89.2K
14,244
+35%
建仓
PLUG
PLUG POWER INC
+$82.4K
23,957
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$71.2K
12,813
+7%
增持
GOVT
ISHARES TR
+$69.1K
26,776
+14%
增持
IJJ
ISHARES TR
+$63.6K
7,013
+4%
减持
OIH
VANECK ETF TRUST
-$57.4K
888
-23%
增持
VO
VANGUARD INDEX FDS
+$44.8K
2,072
+2%
减持
CINF
CINCINNATI FINL CORP
+$44.8K
2,169
-0%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$42.8K
4,367
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$42.3K
36,253
-2%
减持
SPBO
SPDR SER TR
-$40.9K
12,919
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$40.3K
2,398
+1%
减持
CTAS
CINTAS CORP
-$40.0K
733
-19%
减持
IVE
ISHARES TR
+$38.1K
5,289
-3%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$38.0K
10,856
+20%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$37.4K
23,295
+17%
减持
MGK
VANGUARD WORLD FD
+$37.1K
1,413
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$31.6K
3,610
+6%
减持
NOBL
PROSHARES TR
+$30.6K
6,005
-1%
减持
SHOP
SHOPIFY INC
-$29.7K
3,341
-9%
增持
IJR
ISHARES TR
+$29.2K
8,296
+1%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$28.3K
5,195
-4%
增持
IJS
ISHARES TR
+$28.3K
11,235
+3%
减持
SCHM
SCHWAB STRATEGIC TR
+$27.3K
11,412
-5%
增持
BCPC
BALCHEM CORP
+$26.9K
2,987
+2%
减持
GOOG
ALPHABET INC
+$26.8K
3,432
-2%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$25.9K
9,534
-1%
减持
XLE
SELECT SECTOR SPDR TR
+$25.0K
5,694
-7%
减持
GLD
SPDR GOLD TR
-$24.2K
2,123
-12%
增持
FNDA
SCHWAB STRATEGIC TR
+$22.9K
4,641
+6%
减持
—
PROSHARES TR
-$20.7K
18,080
-0%
减持
VPU
VANGUARD WORLD FD
-$20.3K
4,503
-7%
减持
EQWL
INVESCO EXCHANGE TRADED FD T
+$19.8K
23,133
-7%
减持
VUG
VANGUARD INDEX FDS
+$19.4K
1,189
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$18.7K
3,762
-1%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
+$17.8K
7,667
-4%
减持
DGRO
ISHARES TR
+$16.2K
6,221
-3%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$15.3K
1,499
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$14.3K
2,745
-10%
增持
BSV
VANGUARD BD INDEX FDS
+$11.9K
3,499
+5%
增持
ENB
ENBRIDGE INC
+$11.6K
14,374
+2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$10.9K
7,591
-2%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$10.3K
10,467
-10%
增持
SPSM
SPDR SER TR
+$9.9K
7,732
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$9.0K
3,916
-13%
减持
IEMG
ISHARES INC
+$5.4K
12,872
-1%
减持
VTV
VANGUARD INDEX FDS
-$4.8K
1,789
-10%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$4.0K
3,994
-8%
减持
AOM
ISHARES TR
+$2.6K
14,485
-3%
