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Wealth Group Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Wealth Group Ltd

报告期 2026-03-31 · CIK 0002010748

持仓数

94

前50大市值合计

$427.7M

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 78 项建仓 13增持 24减持 37清仓 4

方向

标的

Δ市值

现股数(环比)

建仓

QQQ Invesco

+$24.0M

39,898

增持

BBUS JP Morgan

+$20.9M

377,826 +71%

清仓

— Invesco

-$13.6M

0 -100%

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

DYNF Ishares

+$7.6M

266,545 +76%

建仓

BIMBX Ishares

+$6.5M

620,022

增持

OEF ISHARES

+$6.2M

37,931 +79%

减持

ICOW pacer

-$6.1M

261,685 -43%

减持

DGRO ISHARES

-$4.0M

166,186 -31%

增持

QUAL ISHARES

+$4.0M

196,940 +5%

减持

VXF Vanguard

-$3.3M

35,109 -36%

减持

CALF Pacer

-$3.1M

93,901 -48%

减持

COWZ Pacer

-$2.0M

370,167 -13%

减持

IVV ISHARES

-$1.9M

171,964 -9%

减持

VGT Vanguard

+$1.3M

35,567 -6%

清仓

BITB Bitwise

-$1.1M

0 -100%

建仓

BDMIX Ishares

+$1.1M

71,846

增持

VTI Vanguard

+$889.2K

7,480 +45%

减持

BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

-$846.4K

2,535 -42%

减持

IUSB ISHARES

-$658.2K

25,466 -36%

增持

QQQM Ishares

+$534.6K

8,899 +21%

减持

AAPL APPLE INCORPORATED

+$374.3K

8,285 -2%

减持

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF

-$332.9K

9,892 -27%

建仓

ANET ARISTA NETWORKS INCORPORATED COM SHS

+$301.3K

2,068

增持

MMM 3M COMPANY

+$264.5K

3,817 +77%

减持

VOO Vanguard

+$258.0K

40,524 -6%

建仓

BINC ishares

+$254.8K

4,785

清仓

— TARGET CORPORATION

-$249.4K

0 -100%

减持

SCHX Schwab

+$242.6K

131,124 -0%

增持

NVDA NVIDIA CORPORATION

+$233.0K

7,171 +3%

建仓

VEU Vanguard

+$231.1K

3,238

建仓

TGT TARGET CORPORATION

+$226.8K

2,528

减持

SPYM state street

-$223.5K

19,250 -19%

建仓

HD HOME DEPOT INCORPORATED

+$223.3K

551

建仓

XEL XCEL ENERGY INCORPORATED

+$221.5K

2,747

清仓

MSTR MICROSTRATEGY INCORPORATED CLASS A NEW

-$220.3K

0 -100%

建仓

TSLA TESLA INCORPORATED

+$208.6K

469

建仓

SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS

+$205.7K

1,384

建仓

USXF ishares

+$204.5K

3,569

减持

SCHB Schwab

-$177.8K

120,799 -12%

增持

IBIT Ishares

+$169.8K

6,394 +59%

减持

SCHA Schwab

+$161.7K

77,448 -2%

减持

ITOT ISHARES

+$133.4K

17,250 -2%

减持

SCHM Schwab

+$128.1K

105,734 -1%

增持

ORCL ORACLE CORPORATION

+$128.1K

1,466 +13%

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$127.3K

1,632 +7%

增持

VXUS Vanguard

+$122.7K

12,095 +9%

减持

SPY state street

+$106.3K

3,094 -2%

增持

AVGO BROADCOM INCORPORATED

+$103.7K

1,785 +1%

减持

SPHQ Ishares

-$87.7K

10,402 -13%

增持

MSFT MICROSOFT CORPORATION

+$84.2K

2,358 +3%

减持

IXUS ISHARES

-$71.2K

31,755 -9%

减持

MGC Vanguard

-$60.8K

924 -27%

增持

MGK Vanguard

+$59.9K

1,089 +5%

增持

IJR ISHARES

+$57.4K

5,402 +1%

减持

RPG Invesco

+$55.7K

79,264 -3%

减持

VUG Vanguard

+$48.2K

1,253 -1%

减持

NOBL Proshares

-$47.1K

27,760 -4%

减持

UNH UNITEDHEALTH GROUP INCORPORATED

+$38.3K

1,740 -3%

增持

AMZN AMAZON COM INCORPORATED

+$33.6K

1,609 +10%

减持

IJH ISHARES

-$31.2K

41,273 -6%

减持

VIG Vanguard

+$30.6K

3,576 -1%

减持

XLK state street

+$30.5K

3,258 -7%

增持

WMT WALMART INCORPORATED

+$30.4K

4,655 +1%

减持

FBTC fidelity

+$25.2K

5,468 -1%

减持

GCOW Pacer

-$24.4K

7,415 -12%

增持

VTV Vanguard

+$24.2K

2,260 +1%

减持

JNJ Johnson & Johnson

+$24.1K

1,351 -9%

减持

IQLT ISHARES

-$21.7K

19,636 -5%

增持

BND Vanguard

+$20.0K

19,251 +0%

减持

ESGV Vanguard

-$16.3K

23,960 -8%

增持

ECL ECOLAB INCORPORATED

+$14.5K

853 +5%

增持

GIS GENERAL MLS INCORPORATED

-$10.9K

8,271 +0%

减持

UNP UNION PAC CORPORATION

-$10.8K

1,030 -7%

增持

— YANCOAL AUSTRALIA LIMITED SHS

+$3.3K

16,760 +15%

减持

VFLO Victory

+$2.9K

19,208 -5%

增持

ZNOG ZION OIL & GAS INCORPORATED

+$2.4K

73,023 +26%

减持

VEA Vanguard

+$2.2K

5,348 -4%

建仓

PURA PURATION INCORPORATED

+$0

40,180