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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 82
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$66.6M
3,627,370
+67%
增持
PVAL
PUTNAM ETF TRUST
+$39.4M
1,985,251
+66%
增持
IVV
ISHARES TR
+$23.6M
151,510
+26%
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
JCPB
J P MORGAN EXCHANGE TRADED F
+$22.2M
1,830,324
+35%
减持
SPYV
SPDR SERIES TRUST
-$19.2M
453,190
-44%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$17.8M
74,079
-83%
增持
AVDE
AMERICAN CENTY ETF TR
+$17.7M
627,461
+46%
增持
SPYM
SPDR SERIES TRUST
+$17.6M
950,070
+27%
增持
AAPL
APPLE INC
+$17.2M
494,995
+7%
增持
AVEM
AMERICAN CENTY ETF TR
+$16.3M
883,392
+28%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$16.2M
224,997
增持
QUAL
ISHARES TR
+$15.9M
580,779
+14%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$15.9M
114,994
增持
JMBS
JANUS DETROIT STR TR
+$15.6M
1,742,797
+24%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$15.3M
128,596
增持
VFLO
VICTORY PORTFOLIOS II
+$15.3M
2,002,000
+18%
增持
LRGF
ISHARES TR
+$14.7M
856,823
+32%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$13.5M
256,443
减持
QQQ
INVESCO QQQ TR
-$11.4M
189,340
-11%
增持
SMLF
ISHARES TR
+$11.1M
505,682
+40%
减持
STIP
ISHARES TR
-$10.1M
436,684
-18%
减持
XLV
SELECT SECTOR SPDR TR
-$9.8M
11,705
-86%
减持
XLRE
SELECT SECTOR SPDR TR
-$9.2M
147,637
-59%
增持
DFAS
DIMENSIONAL ETF TRUST
+$8.7M
175,246
+240%
增持
IVE
ISHARES TR
+$8.4M
256,478
+15%
减持
EEM
ISHARES TR
-$8.2M
662,883
-20%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$8.0M
45,247
-78%
增持
IAU
ISHARES GOLD TR
+$8.0M
290,563
+36%
增持
DFIS
DIMENSIONAL ETF TRUST
+$7.7M
1,156,097
+20%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$7.2M
456,208
+25%
减持
EFA
ISHARES TR
-$7.1M
399,287
-18%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$6.9M
461,699
减持
SPY
SPDR S&P 500 ETF TR
-$6.2M
110,926
-9%
增持
SCHX
SCHWAB STRATEGIC TR
+$6.0M
2,000,358
+10%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$5.8M
266,402
+86%
减持
CALF
PACER FDS TR
-$5.8M
276,992
-33%
减持
BIL
SPDR SERIES TRUST
-$5.7M
113,081
-35%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$5.6M
100,789
-22%
减持
IWM
ISHARES TR
-$5.6M
8,517
-73%
减持
USMV
ISHARES TR
-$5.5M
156,103
-27%
增持
IEMG
ISHARES INC
+$5.5M
284,235
+38%
增持
DYNF
BLACKROCK ETF TRUST
+$5.2M
223,815
+58%
增持
IUSB
ISHARES TR
+$5.2M
392,368
+40%
建仓
IBDT
ISHARES TR
+$5.2M
202,716
减持
GOOGL
ALPHABET INC
+$4.9M
133,807
-12%
增持
LLY
ELI LILLY & CO
+$4.6M
13,087
+6%
增持
VTI
VANGUARD INDEX FDS
+$4.6M
305,158
+3%
减持
VBIL
VANGUARD INSTL INDEX FD
-$4.5M
6,795
-90%
清仓
—
ISHARES TR
-$4.5M
0
-100%
减持
USFR
WISDOMTREE TR
-$4.2M
305,567
-21%
减持
VOO
VANGUARD INDEX FDS
-$4.0M
60,876
-12%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$3.9M
630,483
+22%
增持
OEF
ISHARES TR
+$3.7M
28,450
+57%
建仓
YSEP
FIRST TR EXCHNG TRADED FD VI
+$3.7M
142,008
减持
GOOG
ALPHABET INC
+$3.7M
84,715
-10%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.7M
321,316
+24%
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$3.6M
82,086
减持
IAGG
ISHARES TR
-$3.5M
409,615
-12%
增持
MTUM
ISHARES TR
+$3.3M
21,921
+162%
增持
SCHY
SCHWAB STRATEGIC TR
+$3.1M
323,633
+38%
减持
IVW
ISHARES TR
-$3.0M
816,194
-5%
增持
JAAA
JANUS DETROIT STR TR
+$3.0M
2,620,501
+3%
减持
FEBT
AIM ETF PRODUCTS TRUST
-$3.0M
190,353
-31%
增持
MSFT
MICROSOFT CORP
-$2.9M
208,138
+4%
增持
AMZN
AMAZON COM INC
+$2.9M
162,103
+3%
建仓
BDYN
BLACKROCK ETF TRUST
+$2.8M
110,670
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$2.8M
53,485
增持
EFV
ISHARES TR
+$2.8M
131,883
+35%
增持
MU
MICRON TECHNOLOGY INC
+$2.8M
21,035
+10%
增持
MBB
ISHARES TR
+$2.7M
146,307
+24%
增持
URA
GLOBAL X FDS
+$2.6M
96,025
+199%
清仓
ESI
ELEMENT SOLUTIONS INC
-$2.6M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.5M
90,089
+610%
增持
SPTS
SPDR SERIES TRUST
+$2.5M
1,832,139
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
438,158
+5%
建仓
SOXX
ISHARES TR
+$2.3M
7,497
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
374,530
+27%
建仓
NLR
VANECK ETF TRUST
+$2.2M
17,700
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$2.1M
118,448
+541%
建仓
MELI
MERCADOLIBRE INC
+$2.1M
1,024
增持
NOW
SERVICENOW INC
+$2.0M
15,718
+3930%
增持
BAI
BLACKROCK ETF TRUST
+$2.0M
162,139
+65%
清仓
CDW
CDW CORP
-$2.0M
0
-100%
减持
ADBE
ADOBE INC
-$2.0M
4,382
-56%
减持
DIVO
AMPLIFY ETF TR
-$2.0M
270,841
-14%
清仓
NKE
NIKE INC
-$2.0M
0
-100%
增持
TLH
ISHARES TR
+$2.0M
210,845
+12%
增持
THRO
BLACKROCK ETF TRUST
+$1.9M
131,411
+59%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
188,377
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
93,480
+4%
减持
COWZ
PACER FDS TR
-$1.9M
658,118
-9%
减持
CAT
CATERPILLAR INC
-$1.9M
5,335
-48%
增持
ORCL
ORACLE CORP
-$1.9M
23,146
+2%
清仓
EXR
EXTRA SPACE STORAGE INC
-$1.8M
0
-100%
增持
AZO
AUTOZONE INC
+$1.8M
630
+826%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
158,185
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.8M
186,644
+45%
增持
XLE
SELECT SECTOR SPDR TR
+$1.8M
721,273
+111%
增持
IDEV
ISHARES TR
+$1.8M
243,185
+6%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
47,862
+9%
增持
MINT
PIMCO ETF TR
+$1.7M
26,087
+194%
减持
VO
VANGUARD INDEX FDS
-$1.7M
5,992
-49%
增持
NEE
NEXTERA ENERGY INC
+$1.7M
263,265
+2%
减持
GBCI
GLACIER BANCORP INC NEW
-$1.7M
114,051
-17%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.7M
26,171
减持
AXP
AMERICAN EXPRESS CO
+$1.7M
45,476
-0%
增持
HEWJ
ISHARES TR
+$1.7M
390,739
+2%
增持
SHV
ISHARES TR
+$1.7M
277,393
+6%
减持
SPDW
SPDR INDEX SHS FDS
-$1.6M
60,080
-40%
增持
XLU
SELECT SECTOR SPDR TR
+$1.6M
296,009
+134%
减持
SUB
ISHARES TR
-$1.6M
2,103
-88%
增持
PYLD
PIMCO ETF TR
+$1.6M
69,151
+576%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
95,225
+4%
建仓
IBTI
ISHARES TR
+$1.5M
68,981
增持
TSLA
TESLA INC
+$1.5M
28,073
+13%
增持
REGL
PROSHARES TR
+$1.5M
96,194
+25%
增持
IWB
ISHARES TR
+$1.5M
6,440
+158%
增持
META
META PLATFORMS INC
+$1.5M
18,851
+26%
增持
DGRS
WISDOMTREE TR
+$1.5M
76,300
+64%
增持
BINC
BLACKROCK ETF TRUST II
+$1.4M
209,340
+16%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.4M
1,014
-82%
增持
IQLT
ISHARES TR
+$1.4M
1,027,785
+0%
增持
BOTZ
GLOBAL X FDS
+$1.4M
343,014
+10%
增持
CSCO
CISCO SYS INC
+$1.4M
109,257
+6%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$1.4M
34,801
减持
—
CHUBB LIMITED
-$1.3M
2,790
-64%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$1.3M
27,107
增持
SHY
ISHARES TR
+$1.3M
433,974
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$1.3M
42,996
+116%
增持
VB
VANGUARD INDEX FDS
+$1.3M
21,624
+28%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$1.3M
224,893
+8%
增持
QDPL
PACER FDS TR
+$1.2M
135,918
+26%
减持
IUSV
ISHARES TR
-$1.2M
42,083
-24%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$1.2M
41,578
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
612,244
+1%
减持
AVLV
AMERICAN CENTY ETF TR
-$1.2M
126,543
-15%
清仓
—
ISHARES TR
-$1.2M
0
-100%
增持
BTI
BRITISH AMERN TOB PLC
+$1.2M
281,684
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
2,187,258
-1%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$1.1M
946,146
-8%
增持
AMAT
APPLIED MATLS INC
+$1.1M
18,404
+4%
减持
ABT
ABBOTT LABS
-$1.1M
45,445
-10%
清仓
ZTS
ZOETIS INC
-$1.1M
0
-100%
建仓
BDVL
BLACKROCK ETF TRUST
+$1.1M
42,914
增持
IJH
ISHARES TR
+$1.0M
30,359
+106%
减持
HD
HOME DEPOT INC
-$1.0M
15,351
-2%
减持
MEAR
ISHARES U S ETF TR
-$1.0M
71,301
-22%
减持
FMB
FIRST TR EXCH TRADED FD III
-$997.1K
17,802
-53%
增持
—
EXXON MOBIL CORP
+$995.9K
119,557
+1%
减持
COST
COSTCO WHSL CORP NEW
-$992.8K
11,738
-2%
