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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 78
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$61.8M
5,015,653
+38%
增持
IJK
ISHARES TR
+$49.8M
491,460
+19935%
增持
IWM
ISHARES TR
+$49.2M
205,625
+2314%
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
IJS
ISHARES TR
+$48.5M
411,838
+11921%
减持
QQQ
INVESCO QQQ TR
-$42.3M
126,602
-33%
增持
QLTY
GMO ETF TRUST
+$37.7M
1,040,532
+11963%
减持
EEM
ISHARES TR
-$34.9M
23,165
-97%
减持
EFA
ISHARES TR
-$34.4M
40,135
-90%
减持
IVW
ISHARES TR
-$32.7M
592,856
-27%
减持
QUAL
ISHARES TR
-$27.8M
454,044
-22%
增持
AVEM
AMERICAN CENTY ETF TR
+$22.3M
1,111,049
+26%
增持
IQLT
ISHARES TR
+$18.7M
1,396,649
+36%
增持
HEWJ
ISHARES TR
+$18.7M
679,965
+74%
增持
SPYM
SPDR SERIES TRUST
+$18.0M
1,222,286
+29%
增持
AVDE
AMERICAN CENTY ETF TR
+$18.0M
809,026
+29%
增持
SMLF
ISHARES TR
+$17.9M
733,974
+45%
增持
PVAL
PUTNAM ETF TRUST
+$16.9M
2,304,807
+16%
增持
MSFT
MICROSOFT CORP
-$16.4M
228,219
+10%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$15.8M
2,186,266
+19%
增持
GPIX
GOLDMAN SACHS ETF TR
+$15.6M
582,931
+127%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$15.5M
110,492
-54%
增持
VFLO
VICTORY PORTFOLIOS II
+$14.9M
2,362,996
+18%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$12.2M
58,401
-39%
增持
SCHD
SCHWAB STRATEGIC TR
+$11.6M
717,173
+91%
减持
VOO
VANGUARD INDEX FDS
-$11.5M
44,265
-27%
减持
CALF
PACER FDS TR
-$11.0M
27,771
-90%
增持
JMBS
JANUS DETROIT STR TR
+$10.6M
1,996,621
+15%
增持
LRGF
ISHARES TR
+$10.3M
1,051,355
+23%
增持
GLDM
WORLD GOLD TR
+$10.3M
112,332
+2806%
增持
GOVT
ISHARES TR
+$10.1M
1,031,632
+77%
减持
OEF
ISHARES TR
-$9.5M
948
-97%
减持
COWZ
PACER FDS TR
-$9.0M
490,944
-25%
建仓
JFLX
J P MORGAN EXCHANGE TRADED F
+$9.0M
181,624
减持
SPTM
SPDR SERIES TRUST
-$8.7M
1,385,835
-4%
减持
STIP
ISHARES TR
-$8.4M
351,679
-19%
增持
EFG
ISHARES TR
+$8.3M
78,617
+1324%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$8.3M
293,696
清仓
TQQQ
PROSHARES TR
-$8.0M
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$7.9M
100,350
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$7.2M
455,945
-26%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$7.2M
125,622
+39%
增持
IUSB
ISHARES TR
+$7.1M
550,514
+40%
增持
SPTS
SPDR SERIES TRUST
+$6.4M
2,065,619
+13%
建仓
AIQ
GLOBAL X FDS
+$6.4M
134,730
增持
JAAA
JANUS DETROIT STR TR
+$6.3M
2,755,685
+5%
增持
IVE
ISHARES TR
+$6.2M
286,370
+12%
减持
VTI
VANGUARD INDEX FDS
-$6.1M
297,760
-2%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$6.0M
119,575
减持
SNSR
GLOBAL X FDS
-$6.0M
553,128
-24%
减持
SPSB
SPDR SERIES TRUST
-$5.7M
631,578
-23%
建仓
BLCR
BLACKROCK ETF TRUST
+$5.6M
135,317
建仓
IDEF
BLACKROCK ETF TRUST
+$5.6M
164,777
增持
—
EXXON MOBIL CORP
+$5.4M
123,121
+3%
增持
DFIS
DIMENSIONAL ETF TRUST
+$5.0M
1,262,736
+9%
增持
DYNF
BLACKROCK ETF TRUST
+$5.0M
316,925
+42%
减持
XLRE
SELECT SECTOR SPDR TR
-$4.8M
27,658
-81%
增持
IEMG
ISHARES INC
+$4.5M
336,517
+18%
增持
EFV
ISHARES TR
+$4.5M
185,208
+40%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
225,035
+19%
减持
HON
HONEYWELL INTL INC
+$4.1M
126,268
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$4.0M
360,481
+22%
清仓
SPXL
DIREXION SHS ETF TR
-$3.8M
0
-100%
减持
DIVO
AMPLIFY ETF TR
-$3.8M
184,120
-32%
增持
MBB
ISHARES TR
+$3.6M
185,341
+27%
增持
NEE
NEXTERA ENERGY INC
+$3.4M
264,504
+0%
减持
CVX
CHEVRON CORPORATION
-$3.3M
80,362
-36%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.3M
87,399
-21%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$3.2M
99,042
-2%
减持
TCAF
T ROWE PRICE ETF INC
-$3.2M
1,278,990
-0%
增持
BAI
BLACKROCK ETF TRUST
+$3.0M
246,223
+52%
减持
TECL
DIREXION SHARES ETF TRUST
-$2.9M
4,254
-85%
增持
LLY
ELI LILLY & CO
+$2.9M
17,817
+36%
减持
VV
VANGUARD INDEX FDS
-$2.9M
81,967
-7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.9M
372,918
+16%
清仓
BDYN
BLACKROCK ETF TRUST
-$2.8M
0
-100%
增持
SHY
ISHARES TR
+$2.7M
469,791
+8%
减持
XLE
SELECT SECTOR SPDR TR
+$2.7M
593,030
-18%
减持
AVLV
AMERICAN CENTY ETF TR
-$2.6M
85,747
-32%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$2.6M
61,965
+120%
建仓
BYLD
ISHARES TR
+$2.6M
116,175
增持
JPM
JPMORGAN CHASE & CO
-$2.5M
163,931
+4%
建仓
JPME
J P MORGAN EXCHANGE TRADED F
+$2.5M
21,930
增持
AXP
AMERICAN EXPRESS CO
-$2.5M
47,475
+4%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.5M
14,794
-84%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$2.5M
565,792
+23%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.5M
21,276
-32%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.4M
2,188,851
+0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.4M
520,866
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.4M
110,105
+16%
增持
AAPL
APPLE INC
-$2.4M
517,048
+4%
清仓
FAS
DIREXION SHS ETF TR
-$2.4M
0
-100%
增持
WMT
WALMART INC
+$2.3M
83,316
+15%
增持
MTUM
ISHARES TR
+$2.3M
31,785
+45%
增持
BKGI
BNY MELLON ETF TRUST
+$2.3M
471,068
+2%
增持
THRO
BLACKROCK ETF TRUST
+$2.3M
199,918
+52%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.3M
12,424
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
106,089
+77%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
49,772
+4%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.2M
58,236
+123%
增持
SGOV
ISHARES TR
+$2.2M
30,095
+262%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$2.2M
706,004
+12%
减持
ITA
ISHARES TR
-$2.2M
2,710
-79%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$2.1M
838,862
-11%
减持
ITOT
ISHARES TR
-$2.1M
132,584
-7%
增持
IEF
ISHARES TR
+$2.1M
192,319
+14%
减持
BUL
PACER FDS TR
-$2.1M
69,422
-35%
增持
YSEP
FIRST TR EXCHNG TRADED FD VI
+$2.1M
217,773
+53%
减持
NOW
SERVICENOW INC
-$2.0M
3,664
-77%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$2.0M
60,709
+75%
建仓
VTIP
VANGUARD MALVERN FDS
+$2.0M
40,355
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.9M
468,588
+3%
减持
INTF
ISHARES TR
-$1.9M
673,114
-11%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$1.9M
16,410
增持
AMAT
APPLIED MATLS INC
+$1.9M
18,703
+2%
减持
FSK
FS KKR CAP CORP
-$1.9M
340,091
-5%
增持
BIL
SPDR SERIES TRUST
+$1.8M
133,195
+18%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.8M
8,546
-81%
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$1.7M
200,676
+69%
清仓
EMB
ISHARES TR
-$1.7M
0
-100%
增持
GOOGL
ALPHABET INC
-$1.6M
135,293
+1%
增持
TLH
ISHARES TR
+$1.6M
229,825
+9%
减持
IAU
ISHARES GOLD TR
+$1.6M
280,748
-3%
减持
KMI
KINDER MORGAN INC DEL
+$1.6M
379,413
-4%
增持
IAGG
ISHARES TR
+$1.5M
440,997
+8%
减持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$1.5M
804,177
-3%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$1.5M
248,014
+10%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.5M
26,851
减持
SHV
ISHARES TR
-$1.5M
264,260
-5%
增持
DMXF
ISHARES TR
+$1.4M
47,067
+63%
减持
ISCF
ISHARES TR
-$1.4M
282,349
-13%
减持
XLC
SELECT SECTOR SPDR TR
-$1.4M
10,310
-53%
增持
USIG
ISHARES TR
+$1.4M
278,900
+12%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.4M
145,804
+13%
增持
NFLX
NETFLIX INC.
+$1.3M
33,380
+69%
减持
XLF
SELECT SECTOR SPDR TR
-$1.3M
20,538
-52%
减持
OUNZ
VANECK MERK GOLD ETF
+$1.3M
543,585
-4%
建仓
FRDM
EA SERIES TRUST
+$1.3M
23,311
减持
TIP
ISHARES TR
-$1.3M
16,338
-42%
增持
URA
GLOBAL X FDS
+$1.3M
109,500
+14%
建仓
GDE
WISDOMTREE TR
+$1.3M
20,000
建仓
IWD
ISHARES TR
+$1.2M
5,760
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
94,787
+12%
增持
AVSU
AMERICAN CENTY ETF TR
+$1.2M
21,006
+374%
增持
REGL
PROSHARES TR
+$1.2M
107,502
+12%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$1.2M
28,400
增持
DGRS
WISDOMTREE TR
+$1.2M
94,025
+23%
增持
GOOG
ALPHABET INC
+$1.2M
94,274
+11%
减持
MU
MICRON TECHNOLOGY INC
+$1.2M
19,626
-7%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$1.2M
38,445
-31%
减持
ICOW
PACER FDS TR
-$1.2M
256,817
-19%
