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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 46
增持 99
减持 4
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SER TR
+$185.8M
3,392,991
+294%
增持
AAPL
APPLE INC
+$125.1M
627,851
+488%
增持
JAAA
JANUS DETROIT STR TR
+$119.2M
2,694,734
+674%
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
IVW
ISHARES TR
+$104.3M
1,754,422
+117%
增持
SPY
SPDR S&P 500 ETF TR
+$95.4M
341,049
+121%
增持
SPYV
SPDR SER TR
+$90.8M
2,522,404
+236%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$89.7M
1,991,410
增持
MSFT
MICROSOFT CORP
+$83.1M
234,497
+593%
增持
JPM
JPMORGAN CHASE & CO.
+$73.8M
311,394
+1036%
增持
IVE
ISHARES TR
+$70.8M
378,556
+4630%
减持
EFA
ISHARES TR
-$69.9M
16,833
-98%
建仓
IJJ
ISHARES TR
+$69.4M
543,096
增持
IJS
ISHARES TR
+$68.8M
636,427
+18629%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$68.4M
161,518
+17456%
减持
IJK
ISHARES TR
-$67.6M
2,691
-100%
增持
IYR
ISHARES TR
+$66.5M
741,998
+2699%
增持
TCAF
T ROWE PRICE ETF INC
+$62.2M
2,519,416
+267%
增持
IUSB
ISHARES TR
+$57.7M
1,346,163
+1786%
增持
SHY
ISHARES TR
+$54.6M
754,428
+759%
增持
IOO
ISHARES TR
+$54.0M
632,930
+503%
增持
XLE
SELECT SECTOR SPDR TR
+$52.1M
606,228
+3924%
增持
USFR
WISDOMTREE TR
+$51.6M
1,062,125
+2667%
增持
XLRE
SELECT SECTOR SPDR TR
+$51.5M
1,254,083
+17808%
增持
QQQ
INVESCO QQQ TR
+$47.7M
291,439
+35%
增持
VOO
VANGUARD INDEX FDS
+$45.1M
152,480
+109%
增持
IVV
ISHARES TR
+$44.1M
105,096
+221%
建仓
SNSR
GLOBAL X FDS
+$43.8M
1,232,408
建仓
DGRW
WISDOMTREE TR
+$41.5M
504,856
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$38.6M
1,057,462
增持
HON
HONEYWELL INTL INC
+$37.3M
176,692
+3426%
增持
QUAL
ISHARES TR
+$36.9M
369,283
+120%
增持
VTI
VANGUARD INDEX FDS
+$33.0M
164,941
+198%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$31.8M
1,603,588
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$29.9M
446,403
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$29.9M
477,342
增持
COWZ
PACER FDS TR
+$29.4M
1,391,322
+60%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$28.0M
193,427
+106%
增持
SPYG
SPDR SER TR
+$27.7M
505,189
+138%
增持
NEE
NEXTERA ENERGY INC
+$27.5M
410,372
+2242%
增持
CVX
CHEVRON CORP NEW
+$27.4M
207,318
+714%
增持
GOOG
ALPHABET INC
+$26.0M
151,960
+825%
增持
AMZN
AMAZON COM INC
+$25.4M
141,998
+291%
建仓
HEFA
ISHARES TR
+$24.5M
687,649
增持
SCHD
SCHWAB STRATEGIC TR
+$23.4M
929,926
+3595%
增持
MBB
ISHARES TR
+$22.9M
287,235
+684%
增持
OUNZ
VANECK MERK GOLD ETF
+$22.5M
1,269,527
+183%
增持
STIP
ISHARES TR
+$22.1M
1,272,166
+21%
增持
AVUV
AMERICAN CENTY ETF TR
+$22.1M
423,449
+114%
增持
NVDA
NVIDIA CORPORATION
+$21.9M
218,900
+256%
增持
JMBS
JANUS DETROIT STR TR
+$20.5M
469,743
+7027%
增持
KMI
KINDER MORGAN INC DEL
+$19.9M
760,217
+1979%
建仓
RMT
ROYCE MICRO-CAP TR INC
+$19.6M
1,976,814
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$19.1M
181,808
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$18.8M
592,419
+613%
建仓
IAGG
ISHARES TR
+$18.0M
358,757
建仓
RVT
ROYCE SMALL CAP TRUST INC
+$17.2M
1,076,650
建仓
VTIP
VANGUARD MALVERN FDS
+$17.0M
350,696
增持
SPTS
SPDR SER TR
+$16.9M
653,698
+832%
增持
FLTR
VANECK ETF TRUST
+$16.9M
1,119,327
+145%
增持
DIVO
AMPLIFY ETF TR
+$16.3M
772,464
+103%
增持
IUSV
ISHARES TR
+$16.3M
198,156
+743%
增持
—
EXXON MOBIL CORP
+$15.8M
213,225
+231%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$15.7M
310,765
增持
IYW
ISHARES TR
+$15.6M
152,458
+158%
增持
GOVT
ISHARES TR
+$14.8M
897,257
+350%
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$14.6M
192,892
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$14.2M
141,969
增持
GOOGL
ALPHABET INC
+$14.1M
104,578
+210%
减持
AGZD
WISDOMTREE TR
-$14.0M
401,632
-61%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$13.5M
63,200
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$12.9M
160,102
建仓
XLU
SELECT SECTOR SPDR TR
+$12.6M
163,071
增持
AVLV
AMERICAN CENTY ETF TR
+$12.4M
342,005
+106%
增持
SPSM
SPDR SER TR
+$12.1M
527,936
+104%
增持
ABBV
ABBVIE INC
+$12.0M
97,617
+223%
增持
IDEV
ISHARES TR
+$11.9M
276,693
+203%
增持
BINC
BLACKROCK ETF TRUST II
+$11.4M
225,503
+2885%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.3M
194,195
建仓
WELL
WELLTOWER INC
+$11.3M
83,963
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$11.3M
223,384
增持
IWM
ISHARES TR
+$11.2M
53,911
+1262%
增持
PG
PROCTER AND GAMBLE CO
+$11.0M
111,071
+154%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$11.0M
336,958
+118%
增持
LLY
ELI LILLY & CO
+$11.0M
21,885
+174%
建仓
BA
BOEING CO
+$11.0M
61,360
增持
COST
COSTCO WHSL CORP NEW
+$10.7M
14,848
+233%
建仓
TLH
ISHARES TR
+$10.4M
104,110
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.4M
54,394
+2461%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$10.4M
125,869
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$10.2M
59,817
增持
FSK
FS KKR CAP CORP
+$10.2M
822,501
+96%
建仓
FNDF
SCHWAB STRATEGIC TR
+$10.1M
297,673
增持
BIL
SPDR SER TR
+$10.0M
255,557
+76%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$10.0M
53,705
建仓
SPG
SIMON PPTY GROUP INC NEW
+$10.0M
56,448
增持
IAU
ISHARES GOLD TR
+$9.8M
309,185
+144%
增持
TLT
ISHARES TR
+$9.5M
150,397
+291%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$9.5M
277,654
+95%
增持
RTX
RTX CORPORATION
+$9.4M
83,458
+1118%
建仓
BOTZ
GLOBAL X FDS
+$9.3M
280,714
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.2M
59,827
+47%
建仓
RODM
LATTICE STRATEGIES TR
+$9.2M
314,524
建仓
IXC
ISHARES TR
+$8.9M
225,709
增持
ABT
ABBOTT LABS
+$8.8M
80,672
+735%
清仓
—
SCHWAB CHARLES FAMILY FD
-$8.4M
0
-100%
建仓
PLD
PROLOGIS INC.
+$8.3M
73,663
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.2M
197,643
+1495%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$8.0M
112,839
增持
IEF
ISHARES TR
+$7.8M
136,844
+174%
增持
BUL
PACER FDS TR
+$7.7M
316,538
+98%
增持
DYNF
BLACKROCK ETF TRUST
+$7.6M
168,485
+594%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$7.6M
163,069
增持
USIG
ISHARES TR
+$7.5M
214,376
+235%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$7.1M
99,001
增持
PFFD
GLOBAL X FDS
+$7.0M
691,602
+116%
增持
WMT
WALMART INC
+$6.9M
104,084
+163%
建仓
BEN
FRANKLIN RESOURCES INC
+$6.7M
328,328
建仓
PSCI
INVESCO EXCH TRADED FD TR II
+$6.6M
48,013
增持
HD
HOME DEPOT INC
+$6.5M
28,318
+135%
增持
EFG
ISHARES TR
+$6.5M
82,090
+406%
增持
EFV
ISHARES TR
+$6.5M
149,055
+420%
增持
BND
VANGUARD BD INDEX FDS
+$6.4M
163,661
+129%
减持
—
ETF OPPORTUNITIES TRUST
-$6.4M
127,330
-64%
增持
MEAR
ISHARES U S ETF TR
+$6.4M
164,954
+349%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$6.4M
127,998
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.3M
65,892
+116%
增持
ICOW
PACER FDS TR
+$6.2M
353,836
+140%
建仓
XLC
SELECT SECTOR SPDR TR
+$6.0M
59,706
增持
REGL
PROSHARES TR
+$6.0M
116,146
+175%
增持
AVGO
BROADCOM INC
+$5.9M
40,746
+94%
增持
PECO
PHILLIPS EDISON & CO INC
+$5.8M
234,880
+208%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$5.8M
95,975
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$5.7M
500,655
+2748%
增持
XLK
SELECT SECTOR SPDR TR
+$5.7M
38,540
+158%
增持
CSCO
CISCO SYS INC
+$5.6M
122,804
+244%
增持
JNJ
JOHNSON & JOHNSON
+$5.6M
64,090
+160%
增持
META
META PLATFORMS INC
+$5.5M
13,112
+143%
增持
DOW
DOW INC
+$5.4M
142,346
+3488%
增持
USMV
ISHARES TR
+$5.3M
117,029
+102%
增持
TSLA
TESLA INC
+$5.0M
19,291
+121%
增持
AGG
ISHARES TR
+$4.8M
55,233
+926%
增持
VO
VANGUARD INDEX FDS
+$4.6M
32,363
+105%
建仓
PVAL
PUTNAM ETF TRUST
+$4.6M
117,544
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.6M
28,915
+191%
建仓
IBDS
ISHARES TR
+$4.6M
189,890
增持
IEMG
ISHARES INC
+$4.5M
123,008
+248%
建仓
SMH
VANECK ETF TRUST
+$4.4M
17,752
增持
ITOT
ISHARES TR
+$4.3M
62,771
+103%
增持
USRT
ISHARES TR
+$4.3M
175,166
+84%
建仓
ICVT
ISHARES TR
+$4.2M
48,655
