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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 77 项建仓 7增持 33减持 32清仓 5

方向

标的

Δ市值

现股数(环比)

增持

BBUS JP Morgan

+$21.5M

544,019 +44%

减持

IVV ISHARES

-$7.0M

157,873 -8%

增持

DYNF Ishares

+$6.9M

372,733 +40%

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。

清仓

BIMBX Ishares

-$6.5M

0 -100%

增持

OEF ISHARES

+$5.7M

53,329 +41%

增持

QQQ Invesco

+$5.5M

47,891 +20%

减持

ICOW pacer

-$4.3M

136,371 -48%

增持

QQQM Ishares

+$4.0M

24,403 +174%

减持

DGRO ISHARES

-$3.4M

114,014 -31%

减持

VXF Vanguard

-$2.9M

21,200 -40%

减持

CALF Pacer

-$2.7M

30,851 -67%

减持

VOO Vanguard

-$2.4M

35,727 -12%

减持

COWZ Pacer

-$2.4M

314,125 -15%

增持

QUAL ISHARES

+$2.2M

203,892 +4%

减持

VGT Vanguard

-$1.7M

33,015 -7%

清仓

BDMIX Ishares

-$1.1M

0 -100%

建仓

BUFR First Trust

+$837.2K

24,438

增持

NVDA NVIDIA CORPORATION

+$796.7K

11,446 +60%

增持

IQLT ISHARES

+$560.5K

31,424 +60%

建仓

— democracy investments

+$359.7K

11,600

减持

IUSB ISHARES

-$280.4K

19,534 -23%

建仓

GLD state street

+$259.2K

654

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$258.1K

2,092 +28%

建仓

AMGN AMGEN INCORPORATED

+$244.5K

747

增持

AVGO BROADCOM INCORPORATED

+$230.0K

2,366 +33%

建仓

JPM JPMORGAN CHASE & COMPANY.

+$229.7K

713

增持

IBIT Ishares

+$226.1K

12,924 +102%

清仓

HD HOME DEPOT INCORPORATED

-$223.3K

0 -100%

清仓

SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS

-$205.7K

0 -100%

建仓

SRUUF Sprott Assett Management

+$202.8K

10,375

减持

SCHB Schwab

-$192.8K

111,054 -8%

增持

AMZN AMAZON COM INCORPORATED

+$168.1K

2,259 +40%

减持

ORCL ORACLE CORPORATION

-$158.9K

1,300 -11%

增持

VTI Vanguard

+$151.3K

7,773 +4%

减持

RPG Invesco

-$147.4K

77,880 -2%

减持

BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

-$132.4K

2,272 -10%

减持

AAPL APPLE INCORPORATED

-$95.9K

7,407 -11%

增持

SCHX Schwab

+$89.3K

131,666 +0%

增持

ESGV Vanguard

+$83.0K

24,146 +1%

减持

EBAY Ebay Inc

-$73.1K

6,451 -8%

增持

FBTC fidelity

-$62.7K

6,337 +16%

增持

SPY state street

+$61.7K

3,113 +1%

清仓

— YANCOAL AUSTRALIA LIMITED SHS

-$58.7K

0 -100%

增持

VFLO Victory

+$57.8K

19,760 +3%

减持

IXUS ISHARES

+$53.3K

31,612 -0%

增持

VXUS Vanguard

+$51.1K

12,450 +3%

减持

BND Vanguard

-$49.8K

18,656 -3%

增持

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF

+$46.8K

10,067 +2%

增持

VTV Vanguard

+$45.1K

2,442 +8%

增持

BINC ishares

+$41.2K

5,609 +17%

增持

VEA Vanguard

+$39.8K

5,767 +8%

减持

SCHM Schwab

-$39.4K

102,850 -3%

增持

SPYM state street

+$38.7K

19,282 +0%

增持

VUG Vanguard

+$38.3K

1,310 +5%

减持

GIS GENERAL MLS INCORPORATED

-$37.5K

8,162 -1%

减持

ITOT ISHARES

-$30.6K

16,691 -3%

增持

JNJ Johnson & Johnson

+$29.9K

1,355 +0%

增持

MSFT MICROSOFT CORPORATION

+$28.8K

2,585 +10%

减持

IJR ISHARES

-$28.3K

5,106 -5%

增持

UNH UNITEDHEALTH GROUP INCORPORATED

+$28.0K

1,905 +9%

减持

SCHA Schwab

-$23.5K

75,030 -3%

减持

TGT TARGET CORPORATION

-$22.7K

2,088 -17%

增持

TSLA TESLA INCORPORATED

+$16.7K

501 +7%

减持

IJH ISHARES

+$14.8K

41,034 -1%

减持

NOBL Proshares

-$14.4K

27,349 -1%

增持

IWF Ishares

+$14.2K

499 +5%

减持

DSEP First Trust

-$13.6K

11,990 -4%

减持

VIG Vanguard

+$13.6K

3,573 -0%

减持

SPHQ Ishares

+$13.1K

10,334 -1%

增持

XLK state street

-$10.1K

6,309 +94%

减持

ZNOG ZION OIL & GAS INCORPORATED

-$7.5K

26,096 -64%

增持

MGC Vanguard

+$7.2K

927 +0%

增持

IWR Ishares

+$5.3K

2,816 +2%

减持

WMT WALMART INCORPORATED

-$3.0K

4,279 -8%

减持

— METALS X LIMITED SHS NEW

+$1.3K

26,160 -25%

减持

MGK Vanguard

+$1.1K

1,065 -2%

建仓

HCMC HEALTHIER CHOICES MGMT CORPORATION

+$0

170,000