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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 120
减持 6
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$211.0M
456,366
+425%
增持
IVW
ISHARES TR
+$136.1M
2,167,557
+96%
增持
JAAA
JANUS DETROIT STR TR
+$135.3M
4,540,826
+142%
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
EFA
ISHARES TR
+$126.9M
1,447,973
+4484%
增持
EEM
ISHARES TR
+$125.3M
2,608,849
+21602%
增持
SPTM
SPDR SERIES TRUST
+$124.7M
3,197,064
+90%
增持
IVV
ISHARES TR
+$115.9M
181,188
+207%
增持
MSFT
MICROSOFT CORP
+$102.2M
294,830
+149%
增持
VTI
VANGUARD INDEX FDS
+$94.1M
568,131
+99%
增持
AAPL
APPLE INC
+$85.3M
789,613
+129%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$82.7M
10,135
-95%
增持
IVE
ISHARES TR
+$81.1M
440,954
+1544%
建仓
VFLO
VICTORY PORTFOLIOS II
+$71.5M
2,022,860
增持
FBND
FIDELITY MERRIMACK STR TR
+$69.7M
2,821,216
+117%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$67.4M
1,624,173
+744%
增持
SPY
SPDR S&P 500 ETF TR
+$65.5M
319,962
+49%
增持
QUAL
ISHARES TR
+$63.7M
630,583
+109%
增持
STIP
ISHARES TR
+$61.9M
1,227,755
+97%
增持
JMBS
JANUS DETROIT STR TR
+$60.2M
1,705,601
+364%
增持
VTV
VANGUARD INDEX FDS
+$58.2M
333,629
+7586%
增持
JPM
JPMORGAN CHASE & CO.
+$52.4M
311,927
+101%
建仓
SHV
ISHARES TR
+$52.2M
472,376
增持
SPYM
SPDR SERIES TRUST
+$51.9M
743,841
+2176%
增持
TCAF
T ROWE PRICE ETF INC
+$49.5M
2,556,618
+103%
增持
VOO
VANGUARD INDEX FDS
+$48.1M
154,709
+100%
增持
SPTS
SPDR SERIES TRUST
+$47.8M
1,995,064
+450%
建仓
LQD
ISHARES TR
+$46.3M
422,636
增持
SHY
ISHARES TR
+$44.6M
928,694
+137%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$41.3M
2,016,156
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$39.2M
65,993
+3299550%
增持
COWZ
PACER FDS TR
+$38.7M
1,596,584
+78%
增持
IOO
ISHARES TR
+$37.9M
633,894
+101%
增持
NVDA
NVIDIA CORPORATION
+$35.6M
329,707
+117%
增持
TLH
ISHARES TR
+$35.4M
433,072
+424%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$34.1M
1,141,148
增持
HON
HONEYWELL INTL INC
+$31.8M
230,374
+123%
增持
SNSR
GLOBAL X FDS
+$31.1M
1,371,306
+118%
增持
PVAL
PUTNAM ETF TRUST
+$30.6M
1,244,854
+144%
减持
BIL
SPDR SERIES TRUST
-$30.6M
362,989
-48%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$30.2M
194,399
+102%
增持
DGRW
WISDOMTREE TR
+$29.2M
591,358
+132%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$29.1M
1,226,808
+126%
增持
INTF
ISHARES TR
+$28.4M
1,526,698
+98%
增持
XLE
SELECT SECTOR SPDR TR
+$28.4M
680,662
+117%
增持
MBB
ISHARES TR
+$27.9M
317,331
+109%
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$27.4M
546,095
增持
AMZN
AMAZON COM INC
+$26.1M
191,673
+128%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$25.9M
883,704
增持
SPSB
SPDR SERIES TRUST
+$25.6M
1,410,570
+150%
增持
XLK
SELECT SECTOR SPDR TR
+$25.6M
105,804
+1695%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$25.5M
138,773
+344%
增持
IEF
ISHARES TR
+$24.6M
335,775
+326%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$24.2M
798,348
+90%
增持
AVEM
AMERICAN CENTY ETF TR
+$24.2M
356,588
+8795%
增持
LRGF
ISHARES TR
+$24.2M
594,622
+146%
建仓
FVD
FIRST TR EXCHANGE-TRADED FD
+$24.0M
537,808
增持
IJR
ISHARES TR
+$24.0M
252,334
+633%
增持
ITOT
ISHARES TR
+$23.5M
280,077
+139%
增持
USIG
ISHARES TR
+$23.5M
592,485
+332%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$23.2M
490,506
+123%
增持
IUSB
ISHARES TR
+$22.6M
1,190,170
+69%
增持
USFR
WISDOMTREE TR
+$22.3M
957,730
+86%
增持
AVUV
AMERICAN CENTY ETF TR
+$21.8M
442,645
+108%
增持
SPYV
SPDR SERIES TRUST
+$21.2M
1,673,832
+29%
增持
CALF
PACER FDS TR
+$20.5M
941,298
+108%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$20.4M
397,448
增持
GOOG
ALPHABET INC
+$20.0M
186,526
+122%
建仓
FEBT
AIM ETF PRODUCTS TRUST
+$20.0M
568,810
增持
OUNZ
VANECK MERK GOLD ETF
+$19.5M
1,204,962
+92%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$19.5M
1,033,186
+101%
增持
NEE
NEXTERA ENERGY INC
+$19.4M
492,076
+137%
建仓
IGIB
ISHARES TR
+$19.0M
356,326
增持
IQLT
ISHARES TR
+$18.8M
784,481
+105%
增持
IDEV
ISHARES TR
+$18.3M
406,012
+122%
增持
IAGG
ISHARES TR
+$18.2M
494,713
+249%
增持
IEMG
ISHARES INC
+$17.8M
404,182
+240%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$17.1M
1,036,842
增持
SPYG
SPDR SERIES TRUST
+$16.8M
406,879
+49%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$16.6M
459,380
+135%
增持
FNCL
FIDELITY COVINGTON TRUST
+$16.4M
275,078
+380%
增持
VV
VANGUARD INDEX FDS
+$16.3M
139,531
+52%
增持
DIVO
AMPLIFY ETF TR
+$16.0M
748,575
+92%
增持
GOOGL
ALPHABET INC
+$15.7M
146,088
+125%
增持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$15.7M
1,629,708
+101%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$15.5M
117,410
+1445%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$15.3M
711,120
增持
FHLC
FIDELITY COVINGTON TRUST
+$15.3M
269,300
+844%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$15.2M
669,318
+184%
增持
IXUS
ISHARES TR
+$15.2M
201,760
+3574%
增持
CVX
CHEVRON CORP NEW
+$15.1M
232,578
+114%
增持
ISCF
ISHARES TR
+$15.0M
681,166
+101%
增持
VXUS
VANGUARD STAR FDS
+$14.6M
219,701
+2471%
建仓
USHY
ISHARES TR
+$14.3M
381,924
增持
GOVT
ISHARES TR
+$14.3M
1,166,454
+115%
增持
BOTZ
GLOBAL X FDS
+$14.2M
557,214
+299%
增持
VNQ
VANGUARD INDEX FDS
+$14.1M
164,832
+2270%
增持
AGG
ISHARES TR
+$14.0M
263,967
+115%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$13.5M
653,542
增持
XLRE
SELECT SECTOR SPDR TR
+$13.4M
936,428
+54%
增持
IUSV
ISHARES TR
+$13.0M
234,670
+136%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$12.9M
25,984
-89%
增持
SPSM
SPDR SERIES TRUST
+$12.8M
551,824
+110%
建仓
BSCX
INVESCO EXCH TRD SLF IDX FD
+$12.7M
597,728
建仓
TQQQ
PROSHARES TR
+$12.6M
151,398
增持
HEFA
ISHARES TR
+$12.5M
636,173
+99%
增持
ICOW
PACER FDS TR
+$12.5M
670,368
+104%
增持
AVDE
AMERICAN CENTY ETF TR
+$12.3M
212,522
+311%
建仓
BSCW
INVESCO EXCH TRD SLF IDX FD
+$12.2M
590,802
增持
BEN
FRANKLIN RESOURCES INC
+$11.9M
687,542
+194%
增持
KMI
KINDER MORGAN INC DEL
+$11.8M
767,949
+103%
增持
LLY
ELI LILLY & CO
+$11.7M
31,266
+223%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$11.6M
693,002
增持
AVLV
AMERICAN CENTY ETF TR
+$11.6M
335,569
+94%
增持
RMT
ROYCE MICRO-CAP TR INC
+$11.6M
2,191,138
+112%
增持
—
EXXON MOBIL CORP
+$11.6M
233,901
+104%
减持
FLTR
VANECK ETF TRUST
-$11.1M
133,039
-77%
增持
IAU
ISHARES GOLD TR
+$10.9M
336,424
+96%
增持
META
META PLATFORMS INC
+$10.8M
21,268
+151%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.7M
97,569
+104%
增持
XLU
SELECT SECTOR SPDR TR
+$10.4M
210,681
+143%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$10.3M
442,886
+63%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$10.2M
343,990
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$10.2M
522,918
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$10.1M
446,694
减持
PFFD
GLOBAL X FDS
-$10.1M
25,616
-95%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.6M
66,016
+57%
增持
ESGD
ISHARES TR
+$9.6M
113,653
+1725%
增持
IEFA
ISHARES TR
+$9.6M
207,687
+102%
增持
EFV
ISHARES TR
+$9.6M
215,983
+206%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$9.5M
356,028
+125%
增持
COST
COSTCO WHSL CORP NEW
+$9.4M
16,984
+116%
增持
BA
BOEING CO
+$9.4M
75,115
+101%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$9.4M
86,618
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$9.3M
174,005
+104%
增持
TSLA
TESLA INC
+$9.1M
41,051
+173%
增持
ABBV
ABBVIE INC
+$9.1M
108,138
+106%
建仓
ICF
ISHARES TR
+$8.6M
140,634
增持
PG
PROCTER AND GAMBLE CO
+$8.5M
121,644
+91%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$8.5M
84,060
+182%
增持
TXN
TEXAS INSTRS INC
+$8.5M
54,044
+251%
增持
IWM
ISHARES TR
+$8.3M
68,169
+112%
增持
SCHB
SCHWAB STRATEGIC TR
+$8.1M
569,710
+125%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$8.1M
19,188
-83%
增持
BUL
PACER FDS TR
+$8.0M
305,126
+92%
增持
FSK
FS KKR CAP CORP
+$7.9M
785,054
+96%
增持
AVGO
BROADCOM INC
+$7.8M
41,178
+95%
增持
ABT
ABBOTT LABS
+$7.8M
100,783
+126%
增持
RVT
ROYCE SMALL CAP TRUST INC
+$7.8M
1,028,098
+90%
增持
RTX
RTX CORPORATION
+$7.7M
90,878
+117%
增持
WMT
WALMART INC
+$7.7M
134,857
+117%
