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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 26
减持 60
清仓 47
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$3.7M
56,533
+256%
增持
VUSB
VANGUARD BD INDEX FDS
+$3.5M
80,853
+661%
增持
SPYM
SPDR SERIES TRUST
+$3.1M
121,226
+57%
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。
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9M
4,913
-53%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.9M
14,409
-42%
减持
META
META PLATFORMS INC
-$2.7M
4,740
-43%
增持
IDEV
ISHARES TR
+$2.6M
79,723
+62%
增持
IJH
ISHARES TR
+$2.1M
81,344
+60%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
51,727
-11%
减持
MSFT
MICROSOFT CORP
-$1.5M
10,389
-6%
减持
TCHP
T ROWE PRICE ETF INC
-$1.4M
208,099
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.4M
23,350
-13%
减持
IVV
ISHARES TR
-$1.2M
15,084
-6%
减持
AMZN
AMAZON COM INC
-$1.1M
13,259
-21%
清仓
ORCL
ORACLE CORP
-$993.4K
0
-100%
减持
TSLA
TESLA INC
-$992.2K
8,567
-8%
增持
SPBO
SPDR SERIES TRUST
+$859.1K
49,942
+148%
清仓
AXP
AMERICAN EXPRESS CO
-$856.4K
0
-100%
增持
GOVT
ISHARES TR
+$853.9K
84,830
+79%
增持
TCAF
T ROWE PRICE ETF INC
-$813.9K
354,522
+1%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$799.7K
0
-100%
清仓
ABNB
AIRBNB INC
-$796.1K
0
-100%
减持
SLV
ISHARES SILVER TR
-$792.7K
48,918
-24%
清仓
DDOG
DATADOG INC
-$776.9K
0
-100%
建仓
BILS
SPDR SERIES TRUST
+$765.1K
7,694
清仓
IQV
IQVIA HLDGS INC
-$754.9K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$700.7K
0
-100%
减持
AAPL
APPLE INC
-$699.6K
19,560
-6%
减持
VO
VANGUARD INDEX FDS
-$632.1K
3,252
-40%
建仓
XMVM
INVESCO EXCHANGE TRADED FD T
+$619.7K
9,516
减持
LRCX
LAM RESEARCH CORP
+$587.3K
14,402
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$573.8K
2,930
-19%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$564.2K
78,500
+35%
减持
GOOGL
ALPHABET INC
-$552.5K
9,910
-9%
增持
USFR
WISDOMTREE TR
+$545.7K
48,449
+29%
减持
QQQ
INVESCO QQQ TR
-$532.7K
11,574
-1%
建仓
SCHE
SCHWAB STRATEGIC TR
+$530.8K
16,111
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$525.7K
40,159
+45%
减持
GE
GE AEROSPACE
-$516.7K
5,962
-17%
增持
FBND
FIDELITY MERRIMACK STR TR
+$496.5K
36,109
+44%
清仓
DHR
DANAHER CORPORATION
-$458.8K
0
-100%
清仓
PFLD
ETF SER SOLUTIONS
-$441.5K
0
-100%
减持
WDC
WESTERN DIGITAL CORP
+$434.1K
7,010
-17%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$433.3K
0
-100%
清仓
ZTS
ZOETIS INC
-$424.4K
0
-100%
增持
SHLD
GLOBAL X FDS
+$423.2K
22,554
+24%
减持
SCHG
SCHWAB STRATEGIC TR
-$403.3K
17,659
-37%
清仓
MGC
VANGUARD WORLD FD
-$393.8K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$393.5K
7,459
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$389.6K
3,668
清仓
ROP
ROPER TECHNOLOGIES INC
-$389.5K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$389.3K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$385.8K
5,788
+18%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$384.6K
2,738
+43%
减持
EFAV
ISHARES TR
-$375.8K
4,033
-53%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$373.3K
16,448
-7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$359.7K
29,306
+32%
清仓
XLY
SELECT SECTOR SPDR TR
-$353.3K
0
-100%
减持
AMGN
AMGEN INC
-$350.9K
3,346
-28%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$336.7K
108,087
+9%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$336.7K
7,343
-35%
减持
USB
US BANCORP
-$336.4K
8,516
-42%
减持
DGRW
WISDOMTREE TR
-$325.3K
4,602
-44%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$315.1K
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$313.6K
6,800
-22%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$309.7K
0
-100%
减持
MPWR
MONOLITHIC PWR SYS INC
-$299.0K
834
-38%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$297.4K
2,864
+117%
减持
HWM
HOWMET AEROSPACE INC
-$290.9K
3,129
-37%
清仓
O
REALTY INCOME CORP
-$290.8K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$290.4K
902
-41%
减持
ADI
ANALOG DEVICES INC
-$289.7K
6,149
-26%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$288.9K
22,980
-31%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$286.8K
249,900
+2%
清仓
LQD
ISHARES TR
-$276.7K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$273.6K
0
-100%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$273.1K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$267.3K
0
-100%
建仓
HEFA
ISHARES TR
+$266.9K
6,281
清仓
ABBV
ABBVIE INC
-$266.9K
0
-100%
清仓
CME
CME GROUP INC
-$266.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$265.1K
4,327
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$262.6K
27,553
+18%
减持
LNG
CHENIERE ENERGY INC
+$261.6K
2,959
-0%
减持
VUG
VANGUARD INDEX FDS
-$258.8K
636
-42%
建仓
BINC
BLACKROCK ETF TRUST II
+$258.0K
4,967
建仓
FESM
FIDELITY COVINGTON TRUST
+$257.6K
6,779
减持
MGK
VANGUARD WORLD FD
-$255.1K
2,199
-15%
减持
UGA
UNITED STS GASOLINE FD LP
+$250.4K
6,780
-7%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$250.4K
16,822
+43%
减持
VB
VANGUARD INDEX FDS
-$250.1K
1,145
-46%
清仓
—
ASML HOLDING N V
-$249.3K
0
-100%
减持
SCCO
SOUTHERN COPPER CORP
-$246.6K
6,011
-33%
建仓
JMID
JANUS DETROIT STR TR
+$245.7K
8,730
减持
VGT
VANGUARD WORLD FD
-$245.5K
4,141
-0%
减持
ADBE
ADOBE INC
-$244.8K
1,527
-13%
清仓
BX
BLACKSTONE INC
-$242.5K
0
-100%
建仓
CVX
CHEVRON CORPORATION
+$239.2K
1,156
清仓
BALI
BLACKROCK ETF TRUST
-$238.6K
0
-100%
清仓
ABT
ABBOTT LABS
-$236.1K
0
-100%
建仓
PSX
PHILLIPS 66
+$236.0K
1,296
建仓
MUNI
PIMCO ETF TR
+$231.2K
4,429
增持
XYL
XYLEM INC
+$227.2K
3,921
+121%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$227.0K
0
-100%
减持
AVGO
BROADCOM INC
-$226.5K
5,130
-2%
减持
SPGI
S&P GLOBAL INC
-$225.3K
1,166
-16%
清仓
MCK
MCKESSON CORP
-$223.9K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$223.9K
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$223.4K
0
-100%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$221.6K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$219.9K
0
-100%
减持
EQWL
INVESCO EXCHANGE TRADED FD T
-$218.4K
23,200
-5%
清仓
SRE
SEMPRA
-$218.1K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$217.4K
3,651
清仓
KDP
KEURIG DR PEPPER INC
-$217.3K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$214.8K
0
-100%
清仓
PLD
PROLOGIS INC.
-$212.4K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$212.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$211.6K
6,895
减持
APH
AMPHENOL CORP
-$211.5K
3,555
-27%
清仓
HOOD
ROBINHOOD MKTS INC
-$211.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$209.8K
0
-100%
减持
FCX
FREEPORT MCMORAN INC
-$209.7K
9,419
-37%
清仓
RTX
RTX CORPORATION
-$209.4K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$209.3K
0
-100%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$206.3K
9,216
减持
VEA
VANGUARD TAX-MANAGED FDS
-$205.5K
11,479
-24%
清仓
XLK
SELECT SECTOR SPDR TR
-$205.5K
0
-100%
建仓
DVY
ISHARES TR
+$204.4K
1,350
减持
QTUM
ETF SER SOLUTIONS
-$201.3K
10,965
-13%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$196.6K
17,446
+62%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$193.9K
1,876
-45%
减持
GOOG
ALPHABET INC
-$193.5K
2,675
-13%
清仓
DNP
DNP SELECT INCOME FD INC
-$192.8K
0
-100%
减持
FETH
FIDELITY ETHEREUM FD
-$188.6K
15,449
-11%
增持
USXF
ISHARES TR
+$185.1K
21,190
+24%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$177.0K
171,264
+5%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$170.3K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$166.3K
2,760
-0%
减持
COWZ
PACER FDS TR
-$163.8K
28,755
-12%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$163.0K
4,925
-21%
减持
LLY
ELI LILLY & CO
-$155.0K
821
-3%
减持
SHOP
SHOPIFY INC
-$143.8K
1,920
-17%
减持
CSCO
CISCO SYS INC
-$142.5K
3,277
-36%
减持
FDS
FACTSET RESH SYS INC
-$141.3K
1,205
-13%
减持
VTV
VANGUARD INDEX FDS
-$140.4K
5,167
-14%
减持
V
VISA INC
-$136.9K
1,949
-6%
清仓
F
FORD MTR CO
-$136.7K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$134.6K
14,361
+4%
减持
—
EXXON MOBIL CORP
+$132.1K
2,984
-4%