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Modern Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Modern Wealth Management, LLC
报告期 2026-03-31 · CIK 0002001900
持仓数
877
前50大市值合计
$3.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 63
增持 29
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
STIP
ISHARES TR
-$101.6M
1,074,492
-49%
减持
IVE
ISHARES TR
-$101.6M
9,159
-98%
减持
QQQ
INVESCO QQQ TR
-$73.5M
229,276
-46%
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
IVW
ISHARES TR
-$48.1M
888,075
-46%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$40.6M
74,143
减持
SPY
SPDR S&P 500 ETF TR
-$39.9M
149,972
-40%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$37.7M
2,683
-97%
减持
SPTM
SPDR SER TR
-$25.9M
560,111
-47%
减持
VOO
VANGUARD INDEX FDS
-$24.1M
72,840
-46%
减持
COWZ
PACER FDS TR
-$17.5M
444,871
-45%
减持
AGZD
WISDOMTREE TR
-$16.8M
1,025,391
-43%
减持
AVUV
AMERICAN CENTY ETF TR
-$14.9M
193,786
-47%
减持
TCAF
T ROWE PRICE ETF INC
-$13.9M
679,333
-45%
减持
DIVO
AMPLIFY ETF TR
-$13.0M
379,686
-50%
增持
IVV
ISHARES TR
+$9.0M
29,262
+121%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$7.9M
153,402
减持
SPYV
SPDR SER TR
-$6.8M
312,970
-35%
减持
USRT
ISHARES TR
-$5.9M
99,990
-51%
建仓
IAU
ISHARES GOLD TR
+$5.6M
124,911
减持
FTLS
FIRST TR EXCH TRADED FD III
-$5.5M
133,848
-45%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.4M
26,416
-57%
增持
MSFT
MICROSOFT CORP
+$5.1M
25,554
+76%
增持
BIL
SPDR SER TR
+$5.1M
90,740
+155%
减持
OUNZ
VANECK MERK GOLD TR
-$4.9M
440,697
-41%
减持
IOO
ISHARES TR
-$4.8M
99,124
-42%
建仓
JPM
JPMORGAN CHASE & CO
+$4.8M
24,213
增持
LLY
ELI LILLY & CO
+$4.5M
7,348
+312%
减持
AVLV
AMERICAN CENTY ETF TR
-$4.4M
162,453
-36%
增持
SHY
ISHARES TR
+$4.4M
79,197
+219%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$4.4M
75,028
-54%
减持
BUL
PACER FDS TR
-$4.4M
162,316
-47%
减持
BND
VANGUARD BD INDEX FDS
-$4.4M
71,456
-44%
减持
PG
PROCTER AND GAMBLE CO
-$4.3M
42,612
-45%
建仓
JAAA
JANUS DETROIT STR TR
+$4.1M
81,350
减持
IEF
ISHARES TR
-$4.1M
42,999
-49%
减持
USMV
ISHARES TR
-$4.0M
53,548
-50%
增持
AMZN
AMAZON COM INC
+$4.0M
31,839
+141%
减持
AAPL
APPLE INC
-$3.7M
89,702
-14%
减持
PECO
PHILLIPS EDISON & CO INC
-$3.4M
85,686
-50%
建仓
FISI
FINANCIAL INSTNS INC
+$3.4M
181,779
增持
GOOGL
ALPHABET INC
+$3.4M
30,168
+151%
减持
IJK
ISHARES TR
+$3.2M
754,518
-8%
减持
EFA
ISHARES TR
-$2.9M
8,737
-82%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$2.9M
4,907
增持
—
EXXON MOBIL CORP
+$2.9M
41,869
+105%
增持
CVX
CHEVRON CORP NEW
+$2.8M
21,575
+321%
增持
COST
COSTCO WHSL CORP NEW
+$2.8M
4,350
+338%
建仓
ADSK
AUTODESK INC
+$2.7M
10,521
建仓
MSI
MOTOROLA SOLUTIONS INC
+$2.7M
7,365
清仓
SSO
PROSHARES TR
-$2.7M
0
-100%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.6M
13,528
减持
SPSM
SPDR SER TR
-$2.6M
55,993
-52%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.6M
77,767
增持
ABBV
ABBVIE INC
+$2.5M
24,632
+162%
减持
GBF
ISHARES TR
-$2.5M
16,908
-58%
建仓
TLT
ISHARES TR
+$2.4M
27,039
建仓
CME
CME GROUP INC
+$2.4M
11,551
建仓
PAYX
PAYCHEX INC
+$2.4M
19,528
建仓
MKL
MARKEL GROUP INC
+$2.3M
1,421
减持
SPTS
SPDR SER TR
-$2.3M
73,670
-51%
建仓
CRL
CHARLES RIV LABS INTL INC
+$2.3M
9,924
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$2.3M
54,731
减持
TSLA
TESLA INC
-$2.2M
7,772
-46%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
4,841
+12%
减持
VTI
VANGUARD INDEX FDS
-$2.2M
50,208
-21%
建仓
TGT
TARGET CORP
+$2.2M
13,309
建仓
CDW
CDW CORP
+$2.2M
9,694
建仓
CRED
COLUMBIA ETF TR I
+$2.1M
42,179
建仓
TTC
TORO CO
+$2.1M
23,877
减持
FUMB
FIRST TR EXCH TRADED FD III
-$2.1M
93,128
-53%
增持
GOVT
ISHARES TR
+$2.0M
127,790
+253%
增持
XLK
SELECT SECTOR SPDR TR
+$2.0M
12,277
+366%
建仓
IUSB
ISHARES TR
+$1.9M
42,799
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.9M
32,122
-53%
建仓
ZTS
ZOETIS INC
+$1.8M
10,944
增持
IDEV
ISHARES TR
+$1.8M
43,599
+151%
建仓
NKE
NIKE INC
+$1.8M
20,043
减持
IYR
ISHARES TR
-$1.7M
25,035
-41%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
5,685
+155%
建仓
USFR
WISDOMTREE TR
+$1.7M
34,062
减持
FSMB
FIRST TR EXCH TRADED FD III
-$1.7M
53,989
-61%
增持
ADBE
ADOBE INC
+$1.7M
5,528
+240%
建仓
AVGO
BROADCOM INC
+$1.7M
1,264
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.7M
27,690
增持
MBB
ISHARES TR
+$1.6M
24,106
+266%
建仓
DG
DOLLAR GEN CORP NEW
+$1.5M
10,937
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.5M
4,818
建仓
EXR
EXTRA SPACE STORAGE INC
+$1.5M
10,231
增持
USIG
ISHARES TR
+$1.5M
42,179
+241%
增持
HD
HOME DEPOT INC
+$1.4M
8,746
+85%
减持
VNLA
JANUS DETROIT STR TR
-$1.3M
34,621
-43%
建仓
QUAL
ISHARES TR
+$1.3M
7,769
减持
REGL
PROSHARES TR
-$1.3M
36,204
-35%
建仓
AAXJ
ISHARES TR
+$1.2M
17,491
增持
SPYG
SPDR SER TR
+$1.2M
60,311
+22%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$1.2M
16,458
-53%
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$1.1M
56,430
减持
MINT
PIMCO ETF TR
-$1.1M
6,739
-63%
建仓
PM
PHILIP MORRIS INTL INC
+$1.1M
11,089
增持
WMT
WALMART INC
-$1.0M
28,042
+62%
增持
GOOG
ALPHABET INC
+$1.0M
13,429
+51%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
6,839
增持
V
VISA INC
+$1.0M
6,290
+118%
减持
DE
DEERE & CO
-$1.0M
3,661
-41%
建仓
ELV
ELEVANCE HEALTH INC
+$944.6K
1,752
减持
CAT
CATERPILLAR INC
-$940.4K
7,526
-38%
建仓
CSCO
CISCO SYS INC
+$929.4K
19,337
建仓
—
SCHWAB CHARLES FAMILY FD
+$926.3K
926,325
建仓
BX
BLACKSTONE INC
+$897.7K
7,237
增持
IEMG
ISHARES INC
+$897.3K
25,453
+180%
减持
DTE
DTE ENERGY CO
-$893.7K
13,113
-40%
建仓
C
CITIGROUP INC
+$876.7K
13,799
建仓
BNL
BROADSTONE NET LEASE INC
+$872.9K
57,280
增持
XLE
SELECT SECTOR SPDR TR
+$864.3K
14,912
+134%
建仓
IHI
ISHARES TR
+$836.9K
14,991
建仓
IGV
ISHARES TR
+$808.0K
9,927
增持
QCOM
QUALCOMM INC
+$790.6K
7,874
+77%
减持
PEP
PEPSICO INC
-$790.0K
6,414
-44%
建仓
PANW
PALO ALTO NETWORKS INC
+$772.2K
2,596
建仓
VOE
VANGUARD INDEX FDS
+$763.1K
4,945
减持
ORLY
OREILLY AUTOMOTIVE INC
-$751.4K
962
-47%
减持
BP
BP PLC
-$742.4K
22,780
-50%
建仓
TXN
TEXAS INSTRS INC
+$740.2K
3,957
清仓
BA
BOEING CO
-$734.3K
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$725.2K
16,352
减持
IJR
ISHARES TR
-$721.7K
15,718
-30%
建仓
MTB
M & T BK CORP
+$703.9K
4,581
增持
FSK
FS KKR CAP CORP
+$701.2K
829,579
+7%
减持
TIP
ISHARES TR
-$680.1K
5,810
-52%
建仓
WSM
WILLIAMS SONOMA INC
+$670.1K
2,121
建仓
RTX
RTX CORPORATION
+$664.2K
6,248
建仓
—
MEDTRONIC PLC
+$660.6K
7,975
建仓
QDPL
PACER FDS TR
+$655.1K
18,313
建仓
—
BLACKROCK MUNI INCOME TR II
+$651.3K
61,331
建仓
IWM
ISHARES TR
+$645.7K
3,160
增持
DIS
DISNEY WALT CO
+$644.6K
14,406
+48%
建仓
TJX
TJX COS INC NEW
+$642.3K
6,501
建仓
IEFA
ISHARES TR
+$631.9K
8,462
建仓
DGX
QUEST DIAGNOSTICS INC
+$627.5K
4,533
建仓
UPS
UNITED PARCEL SERVICE INC
+$615.8K
4,179
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$615.5K
10,973
-44%
建仓
OKE
ONEOK INC NEW
+$611.6K
7,638
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$611.5K
12,934
-50%
建仓
AMAT
APPLIED MATLS INC
+$610.7K
2,912
建仓
—
TRANE TECHNOLOGIES PLC
+$603.2K
1,817
建仓
FIS
FIDELITY NATL INFORMATION SV
+$600.1K
8,040
减持
BAC
BANK AMERICA CORP
-$589.6K
34,167
-40%
建仓
—
UNILEVER PLC
+$584.8K
10,928
减持
LNT
ALLIANT ENERGY CORP
-$583.4K
11,711
-49%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$581.1K
8,155
-26%
