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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 62
减持 33
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$2.1M
42,675
+1%
增持
TCHP
T ROWE PRICE ETF INC
+$1.9M
231,365
+2%
建仓
LRCX
LAM RESEARCH CORP
+$1.7M
17,412
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
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
25,057
+20%
增持
IVV
ISHARES TR
+$1.4M
14,259
+8%
建仓
AVGO
BROADCOM INC
+$1.3M
4,849
增持
VOO
VANGUARD INDEX FDS
+$1.3M
3,650
+149%
增持
TCAF
T ROWE PRICE ETF INC
+$1.3M
325,947
+3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.2M
25,275
+6%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$1.0M
0
-100%
减持
META
META PLATFORMS INC
+$972.9K
6,347
-1%
增持
TSLA
TESLA INC
+$950.5K
8,447
+26%
减持
QQQ
INVESCO QQQ TR
+$898.9K
11,738
-1%
清仓
CVS
CVS HEALTH CORP
-$891.1K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$849.8K
6,618
清仓
COST
COSTCO WHSL CORP NEW
-$746.8K
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC
-$714.0K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$706.2K
2,264
建仓
MU
MICRON TECHNOLOGY INC
+$696.9K
5,654
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$672.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$667.4K
3,845
+111%
增持
MSFT
MICROSOFT CORP
+$657.9K
5,148
+2%
减持
LLY
ELI LILLY & CO
-$635.9K
483
-61%
建仓
NEM
NEWMONT CORP
+$634.9K
10,897
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$629.1K
6,851
-60%
建仓
AIG
AMERICAN INTL GROUP INC
+$614.1K
7,175
清仓
C
CITIGROUP INC
-$589.9K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$584.5K
4,953
建仓
KLAC
KLA CORP
+$569.7K
636
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$567.5K
3,932
建仓
ADI
ANALOG DEVICES INC
+$557.7K
2,343
清仓
MRSH
MARSH & MCLENNAN COS INC
-$557.6K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$524.9K
2,528
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$523.8K
10,223
-1%
建仓
DAL
DELTA AIR LINES INC DEL
+$500.8K
10,182
清仓
CCI
CROWN CASTLE INC
-$497.4K
0
-100%
减持
VGT
VANGUARD WORLD FD
+$491.9K
4,081
-0%
增持
SPYM
SPDR SERIES TRUST
+$479.1K
49,833
+4%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$461.5K
0
-100%
增持
QTUM
ETF SER SOLUTIONS
+$441.9K
7,101
+152%
减持
HD
HOME DEPOT INC
-$431.3K
563
-68%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$429.4K
13,687
-37%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$426.8K
28,877
+32%
清仓
BRO
BROWN & BROWN INC
-$422.1K
0
-100%
减持
AAPL
APPLE INC
-$401.7K
13,781
-5%
建仓
DDOG
DATADOG INC
+$383.5K
2,855
建仓
MS
MORGAN STANLEY
+$382.0K
2,712
建仓
LVS
LAS VEGAS SANDS CORP
+$375.1K
8,622
增持
VTI
VANGUARD INDEX FDS
+$366.8K
11,286
+1%
增持
VO
VANGUARD INDEX FDS
+$346.4K
2,603
+76%
增持
VEEV
VEEVA SYS INC
+$344.3K
2,739
+43%
清仓
PCG
PG&E CORP
-$339.2K
0
-100%
增持
EFAV
ISHARES TR
+$335.5K
7,052
+114%
建仓
ORCL
ORACLE CORP
+$330.0K
1,509
建仓
CRM
SALESFORCE INC
+$326.7K
1,198
建仓
ITOT
ISHARES TR
+$322.7K
2,390
建仓
FEZ
SPDR INDEX SHS FDS
+$320.8K
5,371
增持
SHLD
GLOBAL X FDS
+$320.7K
11,438
+45%
增持
IDEV
ISHARES TR
+$316.3K
39,277
+1%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$309.5K
2,504
清仓
IWL
ISHARES TR
-$283.8K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$279.2K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$277.5K
0
-100%
减持
AMZN
AMAZON COM INC
-$266.7K
14,252
-20%
清仓
KO
COCA COLA CO
-$260.6K
0
-100%
建仓
APP
APPLOVIN CORP
+$259.8K
742
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$254.4K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$253.7K
1,386
建仓
DMXF
ISHARES TR
+$253.6K
3,407
减持
GE
GE AEROSPACE
+$253.0K
6,287
-8%
增持
IJH
ISHARES TR
+$251.5K
37,734
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$251.2K
30,197
+37%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$248.1K
18,932
+35%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$246.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$243.7K
5,071
-50%
建仓
IWF
ISHARES TR
+$242.4K
571
建仓
VXUS
VANGUARD STAR FDS
+$235.6K
3,410
清仓
USO
UNITED STS OIL FD LP
-$231.0K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$227.1K
4,336
建仓
O
REALTY INCOME CORP
+$224.3K
3,894
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$221.2K
5,166
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$219.3K
1,059
+36%
建仓
GOOG
ALPHABET INC
+$219.2K
1,235
建仓
CEG
CONSTELLATION ENERGY CORP
+$217.5K
674
清仓
BSV
VANGUARD BD INDEX FDS
-$215.8K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$215.1K
13,420
+47%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$211.7K
0
-100%
建仓
SHOP
SHOPIFY INC
+$209.9K
1,820
清仓
FENY
FIDELITY COVINGTON TRUST
-$208.7K
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$207.8K
17,101
+16%
建仓
AOM
ISHARES TR
+$206.9K
4,495
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$203.9K
8,251
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$188.6K
25,863
+0%
增持
BIL
SPDR SERIES TRUST
+$177.2K
11,742
+20%
增持
TMSL
T ROWE PRICE ETF INC
+$175.2K
21,571
+24%
增持
SCHO
SCHWAB STRATEGIC TR
+$156.8K
74,239
+9%
增持
MGK
VANGUARD WORLD FD
+$155.1K
2,389
+3%
减持
GOOGL
ALPHABET INC
+$151.9K
10,258
-4%
减持
MPWR
MONOLITHIC PWR SYS INC
+$151.5K
1,292
-6%
增持
CALF
PACER FDS TR
+$150.8K
62,385
+0%
减持
PG
PROCTER AND GAMBLE CO
-$147.7K
9,531
-3%
增持
GLD
SPDR GOLD TR
+$147.4K
7,071
+1%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$145.2K
5,445
+1%
增持
ACAD
ACADIA PHARMACEUTICALS INC
+$140.8K
21,733
+10%
增持
EMBJ
EMBRAER S.A.
+$129.5K
12,066
+0%
减持
DIS
DISNEY WALT CO
+$127.1K
5,108
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$124.7K
3,416
-3%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$123.1K
2,942
+31%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$118.2K
4,569
+6%
增持
SOXX
ISHARES TR
+$114.6K
2,172
+1%
增持
COWZ
PACER FDS TR
+$111.1K
93,301
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$106.8K
8,859
+5%
减持
BND
VANGUARD BD INDEX FDS
-$106.4K
12,191
-11%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$104.4K
3,022
+16%
减持
TLT
ISHARES TR
-$103.0K
4,411
-18%
减持
UGA
UNITED STS GASOLINE FD LP
-$102.2K
6,552
-15%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$93.9K
15,771
-12%
增持
PGR
PROGRESSIVE CORP
+$90.7K
2,447
+23%
增持
MGC
VANGUARD WORLD FD
+$86.5K
1,432
+22%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$80.6K
16,879
+3%
减持
VUG
VANGUARD INDEX FDS
-$77.3K
980
-28%
增持
COR
CENCORA INC
+$76.3K
1,865
+7%
减持
IEMG
ISHARES INC
+$73.3K
13,550
-1%
增持
SPMD
SPDR SERIES TRUST
+$73.1K
18,278
+2%
减持
PFLD
ETF SER SOLUTIONS
-$72.5K
34,799
-7%
减持
IWY
ISHARES TR
+$68.2K
1,986
-1%
减持
CI
THE CIGNA GROUP
-$66.5K
2,492
-8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$66.5K
3,138
-15%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$62.8K
8,498
+24%
增持
FELG
FIDELITY COVINGTON TRUST
+$59.2K
9,802
+2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$58.2K
1,280
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$56.3K
13,280
+0%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$52.8K
5,332
+6%
建仓
—
OXFORD LANE CAP CORP
+$52.6K
12,514
增持
IJR
ISHARES TR
+$49.8K
7,912
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$49.5K
17,139
+0%
增持
DGRW
WISDOMTREE TR
+$49.0K
7,015
+4%
增持
LNG
CHENIERE ENERGY INC
+$47.4K
1,145
+14%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$46.3K
10,809
+13%
增持
CLX
CLOROX CO DEL
-$43.1K
3,132
+10%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$43.1K
10,199
+9%
增持
GSK
GSK PLC
+$40.4K
11,802
+11%
减持
VPU
VANGUARD WORLD FD
-$38.5K
3,378
-9%
减持
USXF
ISHARES TR
+$37.4K
16,705
-10%
减持
SCHM
SCHWAB STRATEGIC TR
+$36.0K
28,101
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$35.5K
14,457
-3%
增持
FCN
FTI CONSULTING INC
+$35.4K
2,362
+12%
增持
VB
VANGUARD INDEX FDS
+$31.8K
1,130
+6%
增持
SPSM
SPDR SERIES TRUST
+$31.8K
5,995
+9%
减持
XLK
SELECT SECTOR SPDR TR
+$30.9K
917
-6%
