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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 39
增持 45
减持 33
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$5.5M
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$3.4M
55,330
-43%
增持
TCAF
T ROWE PRICE ETF INC
+$3.1M
300,507
+45%
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
COWZ
PACER FDS TR
+$2.6M
90,995
+110%
减持
BIL
SPDR SER TR
-$2.0M
42,076
-34%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
22,010
增持
TSLA
TESLA INC
+$1.3M
6,470
+31%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
13,817
-54%
清仓
PGR
PROGRESSIVE CORP
-$1.2M
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.1M
6,604
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.0M
9,375
增持
AAPL
APPLE INC
+$964.4K
10,759
+45%
增持
COST
COSTCO WHSL CORP NEW
+$935.4K
1,252
+426%
清仓
CAH
CARDINAL HEALTH INC
-$902.5K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$824.4K
0
-100%
增持
IVV
ISHARES TR
+$772.8K
12,010
+10%
清仓
URI
UNITED RENTALS INC
-$765.2K
0
-100%
清仓
—
LAM RESEARCH CORP
-$717.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$707.5K
18,053
+3%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$706.2K
2,156
增持
META
META PLATFORMS INC
+$668.3K
6,585
+18%
建仓
PFLD
ETF SER SOLUTIONS
+$662.5K
32,223
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$628.4K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$613.8K
0
-100%
增持
TCHP
T ROWE PRICE ETF INC
+$602.1K
214,189
+1%
清仓
TAYD
TAYLOR DEVICES INC
-$586.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$585.2K
40,758
+1%
清仓
BBY
BEST BUY INC
-$555.8K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$555.1K
18,621
-36%
建仓
ANET
ARISTA NETWORKS INC
+$531.9K
4,812
建仓
FTNT
FORTINET INC
+$530.0K
5,610
清仓
—
ARISTA NETWORKS INC
-$524.3K
0
-100%
建仓
WAB
WABTEC
+$522.2K
2,754
建仓
DGRW
WISDOMTREE TR
+$512.6K
6,334
建仓
AVGO
BROADCOM INC
+$512.1K
2,209
建仓
ADBE
ADOBE INC
+$502.9K
1,131
增持
CALF
PACER FDS TR
+$476.6K
61,594
+28%
增持
AJG
GALLAGHER ARTHUR J & CO
+$466.8K
3,185
+105%
建仓
EL
LAUDER ESTEE COS INC
+$463.6K
6,183
清仓
AOM
ISHARES TR
-$463.6K
0
-100%
建仓
TGT
TARGET CORP
+$448.2K
3,315
建仓
ISRG
INTUITIVE SURGICAL INC
+$436.4K
836
建仓
JNK
SPDR SER TR
+$433.3K
4,539
清仓
QCOM
QUALCOMM INC
-$431.1K
0
-100%
清仓
NEM
NEWMONT CORP
-$430.9K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$429.3K
362
建仓
NOW
SERVICENOW INC
+$405.0K
382
清仓
XLE
SELECT SECTOR SPDR TR
-$396.3K
0
-100%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$387.1K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$385.9K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$381.6K
0
-100%
清仓
CVLT
COMMVAULT SYS INC
-$375.9K
0
-100%
增持
NFLX
NETFLIX INC
+$372.0K
1,428
+12%
清仓
LMT
LOCKHEED MARTIN CORP
-$368.9K
0
-100%
清仓
—
RENAISSANCERE HLDGS LTD
-$364.2K
0
-100%
清仓
—
UNILEVER PLC
-$361.8K
0
-100%
清仓
—
ARCH CAP GROUP LTD
-$355.1K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$353.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$352.6K
10,209
+10%
清仓
MOAT
VANECK ETF TRUST
-$348.1K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$342.4K
10,738
+2%
建仓
NOC
NORTHROP GRUMMAN CORP
+$336.5K
717
清仓
WRB
BERKLEY W R CORP
-$335.9K
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$322.6K
0
-100%
减持
HWM
HOWMET AEROSPACE INC
-$320.9K
9,032
-31%
清仓
IJS
ISHARES TR
-$297.9K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$291.6K
3,575
建仓
MTUM
ISHARES TR
+$290.1K
1,402
增持
VOO
VANGUARD INDEX FDS
+$287.5K
1,489
+53%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$267.8K
2,632
建仓
IWL
ISHARES TR
+$267.7K
1,850
减持
CTAS
CINTAS CORP
-$258.1K
3,388
-20%
清仓
XLC
SELECT SECTOR SPDR TR
-$257.6K
0
-100%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$255.7K
2,221
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$255.2K
4,512
建仓
MGC
VANGUARD WORLD FD
+$252.6K
1,188
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$246.3K
4,056
-24%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$243.4K
20,808
+41%
减持
IWF
ISHARES TR
-$240.2K
504
-57%
建仓
HD
HOME DEPOT INC
+$238.3K
612
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$237.3K
12,201
+5%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$236.6K
4,736
建仓
PEP
PEPSICO INC
+$232.0K
1,526
减持
BILS
SPDR SER TR
-$226.6K
14,993
-13%
减持
XLK
SELECT SECTOR SPDR TR
-$225.0K
950
-52%
增持
GLD
SPDR GOLD TR
+$224.0K
6,397
+17%
建仓
IUSG
ISHARES TR
+$223.9K
1,607
建仓
DBX
DROPBOX INC
+$221.2K
7,365
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$217.2K
9,035
清仓
DMXF
ISHARES TR
-$216.0K
0
-100%
清仓
AOK
ISHARES TR
-$213.3K
0
-100%
建仓
NVS
NOVARTIS AG
+$211.4K
2,172
增持
VGT
VANGUARD WORLD FD
+$210.6K
4,066
+3%
增持
IJH
ISHARES TR
+$209.5K
33,101
+11%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$208.5K
591
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$208.5K
19,659
+31%
建仓
SHLD
GLOBAL X FDS
+$208.2K
5,565
建仓
ACI
ALBERTSONS COS INC
+$206.5K
10,515
增持
GOOGL
ALPHABET INC
+$205.9K
6,237
+6%
建仓
QLYS
QUALYS INC
+$205.8K
1,468
建仓
FNDA
SCHWAB STRATEGIC TR
+$204.7K
6,892
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$204.6K
1,590
建仓
FCN
FTI CONSULTING INC
+$203.9K
1,067
减持
EQWL
INVESCO EXCHANGE TRADED FD T
-$182.3K
9,321
-16%
减持
GE
GE AEROSPACE
-$178.2K
4,458
-9%
增持
IDEV
ISHARES TR
-$173.5K
36,176
+2%
减持
SPMD
SPDR SER TR
-$169.3K
5,945
-34%
减持
ILF
ISHARES TR
-$161.7K
18,183
-13%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$152.6K
1,749
-30%
清仓
—
PROSHARES TR
-$148.5K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$147.8K
2,199
-7%
减持
SLV
ISHARES SILVER TR
-$146.3K
17,671
-18%
减持
EPP
ISHARES INC
-$145.4K
9,708
-17%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$135.6K
22,593
+11%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$129.5K
16,384
+17%
增持
SCHG
SCHWAB STRATEGIC TR
+$123.8K
12,582
+478%
增持
SCHX
SCHWAB STRATEGIC TR
+$115.9K
17,896
+306%
增持
MGK
VANGUARD WORLD FD
+$108.8K
1,401
+21%
增持
MSFT
MICROSOFT CORP
+$106.8K
4,319
+8%
减持
IWY
ISHARES TR
-$102.6K
1,881
-24%
减持
FMB
FIRST TR EXCH TRADED FD III
-$96.4K
5,788
-23%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$87.3K
9,691
+23%
减持
USO
UNITED STS OIL FD LP
-$86.0K
5,602
-23%
增持
SPY
SPDR S&P 500 ETF TR
+$84.4K
655
+25%
增持
DIS
DISNEY WALT CO
+$78.2K
5,152
+0%
增持
GOOG
ALPHABET INC
+$68.2K
1,460
+16%
增持
ENB
ENBRIDGE INC
+$67.3K
12,347
+10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$65.5K
5,647
-5%
增持
SPYM
SPDR SER TR
+$61.6K
10,075
+7%
增持
IEMG
ISHARES INC
-$54.6K
14,324
+2%
清仓
—
OXFORD LANE CAP CORP
-$54.3K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$52.7K
1,056
+25%
减持
SOXX
ISHARES TR
-$52.6K
2,147
-4%
增持
COO
COOPER COS INC
-$51.7K
3,432
+3%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$51.6K
3,300
+17%
减持
VTI
VANGUARD INDEX FDS
-$50.2K
11,138
-4%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$50.2K
8,899
+11%
减持
VPU
VANGUARD WORLD FD
-$46.1K
4,045
-0%
增持
USXF
ISHARES TR
+$43.9K
18,074
+4%
减持
UGA
UNITED STS GASOLINE FD LP
-$43.7K
8,240
-14%
减持
NOBL
PROSHARES TR
-$41.5K
5,348
-1%
增持
SPBO
SPDR SER TR
+$39.8K
20,534
+12%
减持
OIH
VANECK ETF TRUST
-$37.8K
757
-12%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$35.3K
1,290
-2%
增持
GOVT
ISHARES TR
+$33.8K
35,441
+6%
减持
BSV
VANGUARD BD INDEX FDS
-$31.6K
3,134
-10%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$31.5K
5,643
-8%
减持
—
JAZZ PHARMACEUTICALS PLC
+$30.6K
3,286
-2%
减持
EFAV
ISHARES TR
-$27.0K
3,946
-1%
增持
VO
VANGUARD INDEX FDS
+$26.7K
1,437
+7%
