小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 85
增持 40
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$3.6M
55,389
+30%
增持
SLV
ISHARES SILVER TR
+$3.2M
84,693
+585%
增持
MSFT
MICROSOFT CORP
+$3.2M
11,050
+115%
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
IVV
ISHARES TR
+$2.7M
17,285
+21%
增持
AAPL
APPLE INC
+$2.4M
20,602
+49%
增持
GLD
SPDR GOLD TR
+$2.3M
12,659
+79%
增持
TCAF
T ROWE PRICE ETF INC
+$2.3M
366,030
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
4,247
+301%
建仓
USFR
WISDOMTREE TR
+$1.6M
32,251
建仓
APH
AMPHENOL CORP NEW
+$1.5M
12,506
增持
TSLA
TESLA INC
+$1.5M
9,371
+11%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
26,561
+6%
增持
AVGO
BROADCOM INC
+$1.4M
8,160
+68%
增持
TCHP
T ROWE PRICE ETF INC
+$1.3M
241,771
+4%
建仓
ANET
ARISTA NETWORKS INC
+$1.3M
8,892
建仓
SPGI
S&P GLOBAL INC
+$1.2M
2,482
增持
GOOGL
ALPHABET INC
+$1.2M
12,291
+20%
增持
META
META PLATFORMS INC
+$1.1M
7,931
+25%
建仓
WMT
WALMART INC
+$1.1M
10,924
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
5,218
+130%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.1M
3,569
增持
ORCL
ORACLE CORP
+$1.1M
4,980
+230%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.0M
22,772
增持
LRCX
LAM RESEARCH CORP
+$995.3K
20,091
+15%
增持
QQQ
INVESCO QQQ TR
+$933.8K
12,341
+5%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$924.4K
14,221
建仓
MRVL
MARVELL TECHNOLOGY INC
+$923.6K
10,986
建仓
EMR
EMERSON ELEC CO
+$908.4K
6,925
增持
VO
VANGUARD INDEX FDS
+$901.4K
5,548
+113%
清仓
VRT
VERTIV HOLDINGS CO
-$849.8K
0
-100%
建仓
ADSK
AUTODESK INC
+$841.2K
2,648
增持
SPYM
SPDR SERIES TRUST
+$829.8K
56,831
+14%
清仓
CI
THE CIGNA GROUP
-$823.8K
0
-100%
建仓
MSTR
STRATEGY INC
+$814.5K
2,528
建仓
BLK
BLACKROCK INC
+$800.5K
687
建仓
LOW
LOWES COS INC
+$791.6K
3,150
清仓
VEEV
VEEVA SYS INC
-$788.8K
0
-100%
建仓
TJX
TJX COS INC NEW
+$773.6K
5,352
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$773.2K
26,356
+4%
增持
VTI
VANGUARD INDEX FDS
+$764.9K
12,784
+13%
建仓
NUE
NUCOR CORP
+$753.4K
5,563
建仓
TRV
TRAVELERS COMPANIES INC
+$712.6K
2,552
建仓
NTAP
NETAPP INC
+$711.6K
6,007
建仓
PHM
PULTE GROUP INC
+$704.8K
5,334
建仓
HAL
HALLIBURTON CO
+$702.8K
28,569
增持
VOO
VANGUARD INDEX FDS
+$694.9K
4,520
+24%
建仓
EBAY
EBAY INC.
+$680.0K
7,477
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$667.6K
41,928
+45%
建仓
PH
PARKER-HANNIFIN CORP
+$666.1K
879
清仓
PGR
PROGRESSIVE CORP
-$653.0K
0
-100%
增持
IJH
ISHARES TR
+$651.1K
45,838
+21%
建仓
CMI
CUMMINS INC
+$649.6K
1,538
建仓
FETH
FIDELITY ETHEREUM FD
+$639.7K
15,395
建仓
URI
UNITED RENTALS INC
+$638.7K
669
建仓
NKE
NIKE INC
+$635.4K
9,112
清仓
NEM
NEWMONT CORP
-$634.9K
0
-100%
建仓
CAT
CATERPILLAR INC
+$630.1K
1,321
建仓
OUSM
ALPS ETF TR
+$629.2K
14,044
增持
AMD
ADVANCED MICRO DEVICES INC
+$624.2K
6,854
+101%
清仓
AIG
AMERICAN INTL GROUP INC
-$614.1K
0
-100%
建仓
SHV
ISHARES TR
+$610.0K
5,521
增持
GE
GE AEROSPACE
+$608.8K
7,403
+18%
建仓
NEE
NEXTERA ENERGY INC
+$605.0K
8,014
增持
AMZN
AMAZON COM INC
+$599.8K
16,972
+19%
清仓
DUK
DUKE ENERGY CORP NEW
-$584.5K
0
-100%
建仓
XYL
XYLEM INC
+$576.9K
3,911
建仓
CMCSA
COMCAST CORP NEW
+$571.0K
18,174
清仓
KLAC
KLA CORP
-$569.7K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$567.5K
0
-100%
清仓
COR
CENCORA INC
-$559.3K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$557.4K
602
建仓
VBR
VANGUARD INDEX FDS
+$552.3K
2,646
建仓
AVUV
AMERICAN CENTY ETF TR
+$549.8K
5,523
建仓
FG
F&G ANNUITIES & LIFE INC
+$547.1K
17,497
建仓
MCD
MCDONALDS CORP
+$543.2K
1,788
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$535.4K
18,857
建仓
BDX
BECTON DICKINSON & CO
+$533.9K
2,853
增持
IDEV
ISHARES TR
+$533.1K
43,903
+12%
增持
LLY
ELI LILLY & CO
+$532.3K
1,191
+147%
清仓
TXN
TEXAS INSTRS INC
-$524.9K
0
-100%
建仓
V
VISA INC
+$520.5K
1,525
增持
GOOG
ALPHABET INC
+$519.9K
3,035
+146%
建仓
ZTS
ZOETIS INC
+$503.2K
3,439
清仓
DAL
DELTA AIR LINES INC DEL
-$500.8K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$498.5K
1,699
建仓
AJG
GALLAGHER ARTHUR J & CO
+$496.8K
1,604
增持
VGT
VANGUARD WORLD FD
+$496.2K
4,290
+5%
建仓
PSX
PHILLIPS 66
+$488.3K
3,590
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$485.3K
9,165
+101%
清仓
AIZ
ASSURANT INC
-$481.7K
0
-100%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$468.8K
0
-100%
增持
QTUM
ETF SER SOLUTIONS
+$463.5K
10,633
+50%
清仓
ACI
ALBERTSONS COS INC
-$462.6K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$458.9K
1,420
建仓
COP
CONOCOPHILLIPS
+$455.6K
4,817
清仓
GSK
GSK PLC
-$453.2K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$451.7K
3,109
+172%
建仓
PEP
PEPSICO INC
+$450.0K
3,205
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$450.0K
1,281
建仓
MA
MASTERCARD INCORPORATED
+$445.4K
783
建仓
FOXA
FOX CORP
+$440.3K
6,983
建仓
—
EVEREST GROUP LTD
+$438.8K
1,253
建仓
LMT
LOCKHEED MARTIN CORP
+$435.9K
873
建仓
QCOM
QUALCOMM INC
+$431.5K
2,594
建仓
KMB
KIMBERLY-CLARK CORP
+$422.8K
3,400
建仓
FOX
FOX CORP
+$413.9K
7,224
建仓
—
ASCENDIS PHARMA A/S
+$410.9K
2,067
建仓
QEFA
SPDR INDEX SHS FDS
+$410.4K
4,668
建仓
VOD
VODAFONE GROUP PLC NEW
+$405.1K
34,920
增持
SHLD
GLOBAL X FDS
+$403.6K
15,557
+36%
清仓
POST
POST HLDGS INC
-$402.6K
0
-100%
清仓
BP
BP PLC
-$398.5K
0
-100%
建仓
—
EVOKE PHARMA INC
+$398.2K
80,130
建仓
CL
COLGATE PALMOLIVE CO
+$394.3K
4,933
建仓
—
AMDOCS LTD
+$385.8K
4,702
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$385.2K
6,697
清仓
DDOG
DATADOG INC
-$383.5K
0
-100%
清仓
FCN
FTI CONSULTING INC
-$381.5K
0
-100%
清仓
CLX
CLOROX CO DEL
-$376.1K
0
-100%
建仓
TGT
TARGET CORP
+$375.3K
4,184
清仓
LVS
LAS VEGAS SANDS CORP
-$375.1K
0
-100%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$371.4K
4,020
建仓
UNP
UNION PAC CORP
+$362.5K
1,534
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$349.7K
17,113
+68%
建仓
—
WHITE MTNS INS GROUP LTD
+$347.7K
208
建仓
JNJ
JOHNSON & JOHNSON
+$346.7K
1,870
增持
SCHO
SCHWAB STRATEGIC TR
+$346.4K
88,375
+19%
建仓
GDX
VANECK ETF TRUST
+$337.2K
4,413
清仓
FLQL
FRANKLIN TEMPLETON ETF TR
-$336.8K
0
-100%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$330.9K
0
-100%
建仓
—
ASML HOLDING N V
+$319.5K
330
建仓
PPG
PPG INDS INC
+$317.9K
3,024
建仓
IEFA
ISHARES TR
+$311.2K
3,564
增持
CRM
SALESFORCE INC
+$307.5K
2,676
+123%
建仓
AXP
AMERICAN EXPRESS CO
+$300.9K
906
增持
TMSL
T ROWE PRICE ETF INC
+$297.1K
28,566
+32%
建仓
BF/B
BROWN FORMAN CORP
+$295.5K
10,911
建仓
PANW
PALO ALTO NETWORKS INC
+$291.0K
1,429
建仓
—
EXXON MOBIL CORP
+$276.8K
2,455
建仓
—
ROYAL CARIBBEAN GROUP
+$276.7K
855
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$272.5K
4,792
建仓
PLD
PROLOGIS INC.
+$271.6K
2,372
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$271.3K
7,829
建仓
ADBE
ADOBE INC
+$261.4K
741
清仓
APP
APPLOVIN CORP
-$259.8K
0
-100%
建仓
SPRX
LISTED FDS TR
+$259.3K
6,731
建仓
WEC
WEC ENERGY GROUP INC
+$254.5K
2,221
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$253.0K
2,497
建仓
FNDA
SCHWAB STRATEGIC TR
+$252.2K
8,093
建仓
AEP
AMERICAN ELEC PWR CO INC
+$250.1K
2,223
