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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 62
增持 69
减持 11
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$41.0M
152,477
+106%
增持
QUAL
ISHARES TR
+$27.1M
166,061
+2037%
增持
SPTM
SPDR SER TR
+$23.4M
890,865
+59%
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。
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$23.0M
93,591
建仓
SCHD
SCHWAB STRATEGIC TR
+$21.0M
270,161
增持
SPYG
SPDR SER TR
+$12.1M
205,735
+241%
建仓
FLTR
VANECK ETF TRUST
+$10.7M
419,317
建仓
—
ETF OPPORTUNITIES TRUST
+$10.2M
355,322
增持
QQQ
INVESCO QQQ TR
+$9.0M
230,267
+0%
增持
IYW
ISHARES TR
+$8.4M
59,011
+1706%
增持
IVW
ISHARES TR
+$8.4M
903,342
+2%
增持
SPSM
SPDR SER TR
+$8.4M
258,577
+362%
增持
JAAA
JANUS DETROIT STR TR
+$8.1M
239,307
+194%
减持
FSK
FS KKR CAP CORP
-$7.7M
428,706
-48%
增持
BIL
SPDR SER TR
+$7.0M
166,797
+84%
增持
AAPL
APPLE INC
+$5.9M
105,817
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$4.7M
152,122
+1%
建仓
ITOT
ISHARES TR
+$3.4M
28,241
减持
STIP
ISHARES TR
-$3.2M
1,037,872
-3%
增持
MSFT
MICROSOFT CORP
+$3.1M
30,648
+20%
清仓
ADSK
AUTODESK INC
-$2.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
56,813
+1074%
增持
IVV
ISHARES TR
+$2.6M
32,706
+12%
清仓
CRED
COLUMBIA ETF TR I
-$2.1M
0
-100%
减持
AGZD
WISDOMTREE TR
-$2.0M
934,950
-9%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
23,006
+120%
建仓
SPAB
SPDR SER TR
+$1.7M
69,092
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.6M
55,380
+100%
增持
IJR
ISHARES TR
+$1.5M
30,540
+94%
增持
VHT
VANGUARD WORLD FD
+$1.5M
6,513
+523%
建仓
NFJ
VIRTUS DIVIDEND INTEREST & P
+$1.5M
118,483
增持
AVGO
BROADCOM INC
+$1.4M
1,937
+53%
减持
VOO
VANGUARD INDEX FDS
+$1.3M
72,325
-1%
减持
GBF
ISHARES TR
-$1.2M
4,845
-71%
增持
ABBV
ABBVIE INC
+$1.1M
29,688
+21%
减持
LLY
ELI LILLY & CO
+$1.0M
7,300
-1%
建仓
ESGU
ISHARES TR
+$1.0M
8,505
增持
—
EXXON MOBIL CORP
+$1.0M
51,695
+23%
建仓
NMCO
NUVEEN MUN CR OPPORTUNITIES
+$992.7K
90,000
增持
EFG
ISHARES TR
+$988.6K
14,132
+218%
增持
VZ
VERIZON COMMUNICATIONS INC
+$912.3K
36,979
+144%
增持
VTI
VANGUARD INDEX FDS
+$896.2K
51,783
+3%
建仓
XMYDX
BLACKROCK MUNIYIELD FD INC
+$868.0K
80,000
增持
GOOGL
ALPHABET INC
+$853.7K
32,619
+8%
增持
TCAF
T ROWE PRICE ETF INC
+$843.3K
680,659
+0%
建仓
—
BLACKROCK INVT QUALITY MUN T
+$837.9K
70,000
建仓
SNOW
SNOWFLAKE INC
+$833.2K
6,168
建仓
CVS
CVS HEALTH CORP
+$830.4K
14,061
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$830.2K
7,331
增持
BNL
BROADSTONE NET LEASE INC
+$775.2K
103,855
+81%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$756.8K
164,190
+7%
增持
AMZN
AMAZON COM INC
+$744.3K
34,740
+9%
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$742.9K
59,620
增持
HD
HOME DEPOT INC
+$732.6K
10,930
+25%
增持
WMT
WALMART INC
+$727.7K
35,795
+28%
建仓
AVK
ADVENT CONV & INCOME FD
+$724.2K
60,756
建仓
DSU
BLACKROCK DEBT STRATEGIES FD
+$691.9K
63,832
建仓
XHLF
BONDBLOXX ETF TRUST
+$690.8K
13,740
减持
COWZ
PACER FDS TR
-$689.5K
442,750
-0%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$675.7K
57,559
建仓
—
BLACKROCK MUNIVEST FD II INC
+$663.0K
60,000
建仓
—
CAPRI HOLDINGS LIMITED
+$662.5K
20,026
建仓
SYY
SYSCO CORP
+$653.9K
9,159
建仓
PTRB
PGIM ETF TR
+$648.8K
15,731
增持
EFV
ISHARES TR
+$645.7K
21,129
+147%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$645.3K
11,436
建仓
GD
GENERAL DYNAMICS CORP
+$633.3K
2,183
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$626.6K
1,109
-59%
增持
IUSB
ISHARES TR
+$624.3K
56,244
+31%
建仓
RFMZ
RIVERNORTH FLEXIBLE MUNI INC
+$622.2K
44,000
建仓
MMU
WESTERN ASSET MANAGED MUNS F
+$621.0K
60,000
建仓
—
BLACKROCK MUN INCOME TR
+$612.6K
60,000
建仓
—
BLACKROCK MUNIHOLDINGS QUALI
+$612.0K
60,000
增持
BX
BLACKSTONE INC
+$611.5K
12,191
+68%
增持
MBB
ISHARES TR
+$599.1K
30,364
+26%
建仓
COF
CAPITAL ONE FINL CORP
+$598.2K
4,320
建仓
PML
PIMCO MUN INCOME FD II
+$597.1K
70,000
建仓
QMOM
EA SERIES TRUST
+$586.2K
10,061
增持
ELV
ELEVANCE HEALTH INC
+$564.6K
2,785
+59%
增持
GOVT
ISHARES TR
+$552.5K
150,966
+18%
建仓
SPDW
SPDR INDEX SHS FDS
+$541.1K
15,426
建仓
IWD
ISHARES TR
+$526.1K
3,016
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$524.2K
42,442
减持
IOO
ISHARES TR
+$520.9K
98,760
-0%
增持
CSCO
CISCO SYS INC
+$517.5K
30,453
+57%
建仓
SCZ
ISHARES TR
+$517.4K
8,395
增持
T
AT&T INC
+$517.0K
57,711
+69%
建仓
ISD
PGIM HIGH YIELD BOND FUND IN
+$509.9K
39,585
建仓
PDM
PIEDMONT OFFICE REALTY TR IN
+$507.8K
70,036
增持
IWF
ISHARES TR
+$499.0K
2,253
+135%
建仓
AMGN
AMGEN INC
+$495.7K
1,586
增持
QCOM
QUALCOMM INC
+$491.9K
9,668
+23%
增持
JPM
JPMORGAN CHASE & CO.
+$486.9K
26,202
+8%
建仓
BA
BOEING CO
+$481.2K
2,644
增持
AVUV
AMERICAN CENTY ETF TR
-$479.4K
194,296
+0%
减持
OUNZ
VANECK MERK GOLD TR
-$475.6K
427,175
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$473.8K
9,425
+16%
建仓
PJUL
INNOVATOR ETFS TRUST
+$472.8K
12,171
建仓
—
PIMCO MUN INCOME FD III
+$472.8K
60,000
建仓
CORP
PIMCO ETF TR
+$463.9K
4,879
建仓
FLO
FLOWERS FOODS INC
+$456.3K
20,553
增持
KO
COCA COLA CO
+$455.9K
26,545
+36%
增持
USMV
ISHARES TR
+$452.7K
58,270
+9%
增持
INTC
INTEL CORP
+$451.6K
21,662
+195%
清仓
WDAY
WORKDAY INC
-$439.2K
0
-100%
建仓
JOE
ST JOE CO
+$437.6K
8,000
清仓
—
BERRY GLOBAL GROUP INC
-$424.0K
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$421.2K
1,632
建仓
DFAC
DIMENSIONAL ETF TRUST
+$412.8K
12,805
增持
USB
US BANCORP DEL
+$412.0K
21,402
+105%
清仓
COMB
GRANITESHARES ETF TR
-$411.5K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$401.7K
7,960
增持
MCD
MCDONALDS CORP
+$397.6K
8,606
+32%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$396.7K
0
-100%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$391.0K
3,763
增持
USIG
ISHARES TR
+$380.4K
49,466
+17%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$376.4K
135,628
+1%
增持
—
MEDTRONIC PLC
+$376.1K
13,171
+65%
增持
GOOG
ALPHABET INC
+$367.4K
14,470
+8%
建仓
—
PIONEER MUN HIGH INCOME OPPO
+$365.9K
31,410
增持
ET
ENERGY TRANSFER L P
+$364.2K
43,939
+101%
增持
IDEV
ISHARES TR
+$360.1K
50,300
+15%
建仓
XLV
SELECT SECTOR SPDR TR
+$359.5K
2,467
增持
FDX
FEDEX CORP
+$356.6K
2,282
+85%
清仓
PKST
PEAKSTONE REALTY TRUST
-$351.2K
0
-100%
增持
FISI
FINANCIAL INSTNS INC
+$350.3K
195,679
+8%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$348.8K
1,059
建仓
—
PIMCO MUN INCOME FD
+$330.1K
36,000
减持
NKE
NIKE INC
-$324.2K
19,882
-1%
建仓
RFM
RIVERNORTH FLEXIBLE MUN INCO
+$323.8K
20,000
增持
DYNF
BLACKROCK ETF TRUST
+$322.9K
22,328
+37%
建仓
EXC
EXELON CORP
+$321.7K
9,296
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$319.9K
0
-100%
增持
SHY
ISHARES TR
+$319.3K
82,749
+4%
增持
CEG
CONSTELLATION ENERGY CORP
+$318.3K
2,725
+158%
增持
HEFA
ISHARES TR
+$318.3K
15,084
+145%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$317.0K
1,328
建仓
SYK
STRYKER CORPORATION
+$316.6K
931
增持
XLK
SELECT SECTOR SPDR TR
+$313.2K
12,538
+2%
建仓
NOBL
PROSHARES TR
+$309.7K
3,221
建仓
GLDM
WORLD GOLD TR
+$309.5K
6,715
建仓
CI
THE CIGNA GROUP
+$303.5K
918
建仓
DKS
DICKS SPORTING GOODS INC
+$300.1K
1,397
增持
TKR
TIMKEN CO
+$300.1K
8,347
+108%
增持
COST
COSTCO WHSL CORP NEW
+$297.8K
4,379
+1%
建仓
WSO
WATSCO INC
+$290.6K
627
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$282.4K
7,497
+10%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$282.4K
11,064
+100%
增持
AOA
ISHARES TR
+$282.0K
7,386
+100%
增持
SPYV
SPDR SER TR
+$280.7K
323,096
+3%
