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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 11
减持 126
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SPTM
SPDR SER TR
-$131.4M
1,686,449
-50%
减持
QQQ
INVESCO QQQ TR
-$112.1M
86,867
-70%
减持
IVW
ISHARES TR
-$79.2M
1,104,282
-37%
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
AAPL
APPLE INC
-$73.2M
345,513
-45%
减持
SPY
SPDR S&P 500 ETF TR
-$73.2M
214,280
-37%
减持
IJJ
ISHARES TR
-$67.7M
14,482
-97%
减持
IJS
ISHARES TR
-$67.2M
20,110
-97%
减持
IVE
ISHARES TR
-$67.2M
26,819
-93%
减持
IYR
ISHARES TR
-$65.7M
35,851
-95%
减持
STIP
ISHARES TR
-$64.2M
622,922
-51%
减持
SPYV
SPDR SER TR
-$64.1M
1,300,313
-48%
减持
MSFT
MICROSOFT CORP
-$53.2M
118,351
-50%
减持
TCAF
T ROWE PRICE ETF INC
-$44.3M
1,260,366
-50%
减持
VOO
VANGUARD INDEX FDS
-$43.7M
77,462
-49%
减持
JAAA
JANUS DETROIT STR TR
-$41.8M
1,876,289
-30%
减持
JPM
JPMORGAN CHASE & CO.
-$41.6M
154,900
-50%
增持
BIL
SPDR SER TR
+$40.6M
697,033
+173%
减持
IOO
ISHARES TR
-$34.0M
316,126
-50%
减持
COWZ
PACER FDS TR
-$30.4M
898,920
-35%
减持
FBND
FIDELITY MERRIMACK STR TR
-$30.4M
1,299,646
-35%
增持
VTI
VANGUARD INDEX FDS
+$29.9M
285,931
+73%
减持
IVV
ISHARES TR
-$29.8M
59,101
-44%
减持
SHY
ISHARES TR
-$29.5M
391,455
-48%
减持
IUSB
ISHARES TR
-$28.6M
703,831
-48%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$28.1M
96,080
-50%
减持
USFR
WISDOMTREE TR
-$27.6M
514,997
-52%
减持
XLRE
SELECT SECTOR SPDR TR
-$26.4M
607,705
-52%
减持
MBB
ISHARES TR
-$24.5M
151,595
-47%
减持
XLE
SELECT SECTOR SPDR TR
-$24.1M
314,016
-48%
建仓
VV
VANGUARD INDEX FDS
+$23.6M
91,650
减持
SPYG
SPDR SER TR
-$23.3M
273,814
-46%
减持
SNSR
GLOBAL X FDS
-$23.1M
627,642
-49%
减持
AVUV
AMERICAN CENTY ETF TR
-$22.6M
212,509
-50%
减持
DGRW
WISDOMTREE TR
-$21.2M
254,699
-50%
减持
SCHD
SCHWAB STRATEGIC TR
-$20.1M
193,238
-79%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$19.7M
419,293
+1210%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$19.3M
513,978
-51%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$18.4M
207,567
+29%
清仓
VTIP
VANGUARD MALVERN FDS
-$17.0M
0
-100%
减持
HON
HONEYWELL INTL INC
-$16.5M
103,222
-42%
减持
AMZN
AMAZON COM INC
-$16.2M
83,928
-41%
减持
DIVO
AMPLIFY ETF TR
-$16.1M
389,776
-50%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$16.1M
220,320
-51%
减持
GOOG
ALPHABET INC
-$15.7M
83,843
-45%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$15.4M
272,066
+1993%
减持
QUAL
ISHARES TR
-$15.3M
301,872
-18%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$15.3M
243,160
-49%
减持
EIPI
FIRST TR EXCHNG TRADED FD VI
-$15.3M
810,899
-49%
减持
OUNZ
VANECK MERK GOLD ETF
-$15.0M
628,209
-51%
增持
PVAL
PUTNAM ETF TRUST
+$14.8M
510,312
+334%
减持
NEE
NEXTERA ENERGY INC
-$14.3M
207,854
-49%
减持
FLTR
VANECK ETF TRUST
-$14.0M
566,937
-49%
建仓
LRGF
ISHARES TR
+$14.0M
241,441
增持
IQLT
ISHARES TR
+$13.4M
381,779
+751%
减持
IYW
ISHARES TR
-$13.3M
80,314
-47%
减持
SPSM
SPDR SER TR
-$13.2M
262,432
-50%
减持
CVX
CHEVRON CORP NEW
-$13.0M
108,884
-47%
减持
HEFA
ISHARES TR
-$12.9M
320,211
-53%
减持
NVDA
NVIDIA CORPORATION
-$12.8M
152,066
-31%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$12.4M
6,249
-96%
减持
AVLV
AMERICAN CENTY ETF TR
-$12.0M
173,213
-49%
减持
IAGG
ISHARES TR
-$10.9M
141,650
-61%
减持
RMT
ROYCE MICRO-CAP TR INC
-$10.9M
1,032,127
-48%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$10.2M
129,774
-53%
减持
LLY
ELI LILLY & CO
-$10.1M
9,694
-56%
减持
FSK
FS KKR CAP CORP
-$10.0M
401,093
-51%
减持
DON
WISDOMTREE TR
-$10.0M
10,056
-95%
减持
KMI
KINDER MORGAN INC DEL
-$9.9M
377,725
-50%
减持
—
EXXON MOBIL CORP
-$9.7M
114,888
-46%
减持
GOOGL
ALPHABET INC
-$9.6M
64,930
-38%
减持
RVT
ROYCE SMALL CAP TRUST INC
-$9.5M
540,851
-50%
减持
IUSV
ISHARES TR
-$9.4M
99,495
-50%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$8.9M
109,838
-40%
减持
FNDF
SCHWAB STRATEGIC TR
-$8.8M
34,581
-88%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$8.8M
195,238
-42%
减持
TLT
ISHARES TR
-$8.6M
51,351
-66%
减持
SPTS
SPDR SER TR
-$8.3M
362,839
-44%
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$8.1M
235,308
减持
BUL
PACER FDS TR
-$8.1M
159,125
-50%
增持
INTF
ISHARES TR
+$8.0M
772,540
+47%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$8.0M
95,783
-50%
减持
XLK
SELECT SECTOR SPDR TR
-$7.8M
5,895
-85%
减持
PG
PROCTER AND GAMBLE CO
-$7.8M
63,729
-43%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$7.7M
158,519
-49%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$7.5M
31,256
-51%
减持
COST
COSTCO WHSL CORP NEW
-$7.2M
7,870
-47%
减持
GOVT
ISHARES TR
-$7.0M
543,189
-39%
减持
ABBV
ABBVIE INC
-$7.0M
52,469
-46%
增持
AGG
ISHARES TR
+$6.8M
122,838
+122%
建仓
EEMV
ISHARES INC
+$6.7M
114,663
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$6.4M
85,247
-40%
减持
BND
VANGUARD BD INDEX FDS
-$6.2M
76,166
-53%
增持
IEFA
ISHARES TR
+$6.2M
102,776
+363%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.2M
32,189
-51%
增持
ITOT
ISHARES TR
+$6.1M
117,119
+87%
减持
HD
HOME DEPOT INC
-$6.1M
14,470
-49%
减持
IAU
ISHARES GOLD TR
-$6.0M
171,533
-45%
减持
AVGO
BROADCOM INC
-$6.0M
21,140
-48%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$5.8M
62,024
-51%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$5.8M
95,625
减持
IDEV
ISHARES TR
-$5.8M
183,064
-34%
减持
XLU
SELECT SECTOR SPDR TR
-$5.8M
86,670
-47%
减持
WELL
WELLTOWER INC
-$5.7M
36,641
-56%
减持
IWM
ISHARES TR
-$5.7M
32,127
-40%
减持
FTEC
FIDELITY COVINGTON TRUST
-$5.6M
27,122
-49%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$5.5M
101,225
-48%
建仓
SCHB
SCHWAB STRATEGIC TR
+$5.4M
253,045
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.4M
42,107
-30%
减持
BINC
BLACKROCK ETF TRUST II
-$5.4M
121,208
-46%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.4M
115,673
-48%
清仓
FISI
FINANCIAL INSTNS INC
-$5.4M
0
-100%
减持
BOTZ
GLOBAL X FDS
-$5.3M
139,506
-50%
减持
EFG
ISHARES TR
-$5.3M
29,068
-65%
减持
SPG
SIMON PPTY GROUP INC NEW
-$5.3M
28,240
-50%
减持
USRT
ISHARES TR
-$5.2M
85,584
-51%
减持
IEF
ISHARES TR
-$5.2M
78,832
-42%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$5.1M
29,825
-50%
建仓
EMGF
ISHARES INC
+$5.1M
108,539
减持
USMV
ISHARES TR
-$5.0M
60,248
-49%
建仓
SCHF
SCHWAB STRATEGIC TR
+$4.9M
247,789
减持
REGL
PROSHARES TR
-$4.7M
58,877
-49%
减持
RTX
RTX CORPORATION
-$4.6M
41,831
-50%
减持
WMT
WALMART INC
-$4.6M
62,200
-40%
减持
AGZD
WISDOMTREE TR
-$4.6M
198,633
-51%
减持
BA
BOEING CO
-$4.6M
37,338
-39%
减持
RODM
LATTICE STRATEGIES TR
-$4.5M
149,895
-52%
减持
PECO
PHILLIPS EDISON & CO INC
-$4.4M
117,130
-50%
减持
PLD
PROLOGIS INC.
-$4.4M
34,781
-53%
减持
JMBS
JANUS DETROIT STR TR
-$4.2M
367,625
-22%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$4.2M
50,838
减持
IXC
ISHARES TR
-$4.1M
113,046
-50%
减持
FNCL
FIDELITY COVINGTON TRUST
-$4.0M
57,334
-49%
减持
EFV
ISHARES TR
-$3.9M
70,555
-53%
减持
VO
VANGUARD INDEX FDS
-$3.9M
18,662
-42%
减持
ABT
ABBOTT LABS
-$3.9M
44,639
-45%
减持
DOW
DOW INC
-$3.8M
50,847
-64%
减持
USIG
ISHARES TR
-$3.8M
137,205
-36%
减持
FIDU
FIDELITY COVINGTON TRUST
-$3.7M
49,798
-50%
减持
DYNF
BLACKROCK ETF TRUST
-$3.7M
105,358
-37%
减持
META
META PLATFORMS INC
-$3.7M
8,475
-35%
减持
PSCI
INVESCO EXCH TRADED FD TR II
-$3.7M
24,415
-49%
减持
MEAR
ISHARES U S ETF TR
-$3.7M
91,726
-44%
清仓
—
ETF OPPORTUNITIES TRUST
-$3.6M
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$3.6M
69,075
-50%
减持
CALF
PACER FDS TR
-$3.5M
453,604
-5%
减持
CAT
CATERPILLAR INC
-$3.5M
10,218
-46%
减持
MSI
MOTOROLA SOLUTIONS INC
-$3.5M
7,862
-47%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.4M
6,959
-49%
减持
IJR
ISHARES TR
-$3.4M
34,437
-43%
建仓
SMLF
ISHARES TR
+$3.4M
54,449
