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Mowery & Schoenfeld Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mowery & Schoenfeld Wealth Management, LLC
报告期 2026-03-31 · CIK 0002019946
持仓数
357
前50大市值合计
$54.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 116 项
建仓 54
增持 47
减持 8
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FTEC
FIDELITY COVINGTON TRUST
+$6.1M
86,157
+55%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
220,835
+43%
增持
FLOT
ISHARES TR
+$1.1M
107,586
+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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$818.8K
2,693
+309%
增持
—
LEUTHOLD FDS INC
+$806.5K
111,335
+28%
增持
NOBL
PROSHARES TR
+$776.4K
95,511
+15%
增持
AAPL
APPLE INC
+$654.9K
12,676
+8%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$498.0K
19,590
增持
CME
CME GROUP INC
+$472.6K
2,431
+9624%
减持
SPY
SPDR S&P 500 ETF TR
-$388.4K
805
-49%
建仓
SCHF
SCHWAB STRATEGIC TR
+$304.6K
7,928
增持
MINT
PIMCO ETF TR
+$280.9K
17,222
+19%
增持
FENY
FIDELITY COVINGTON TRUST
+$225.6K
13,700
+200%
增持
BIL
SPDR SER TR
+$193.0K
12,410
+20%
增持
—
ASTRAZENECA PLC
+$157.4K
13,533
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$146.6K
7,992
+95%
增持
MSFT
MICROSOFT CORP
+$143.6K
3,246
+4%
减持
GOOG
ALPHABET INC
+$142.5K
4,771
-1%
建仓
VGT
VANGUARD INDEX FDS
+$141.8K
246
建仓
CBOE
CBOE GLOBAL MARKETS INC
+$134.2K
789
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$128.2K
1,741
增持
DFIV
DIMENSIONAL ETF TRUST
+$118.7K
9,205
+59%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$112.2K
2,754
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$108.9K
1,296
清仓
HSIC
HENRY SCHEIN INC
-$90.6K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$88.7K
3,341
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$86.5K
828
增持
DGRO
ISHARES TR
+$79.2K
2,344
+144%
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$76.6K
1,575
增持
WMT
WALMART INC
+$75.9K
9,685
+0%
增持
TSLA
TESLA INC
+$75.5K
1,165
+32%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$70.5K
1,369
减持
—
ACCENTURE PLC IRELAND
-$66.1K
14
-93%
减持
TDV
PROSHARES TR
-$65.3K
542
-63%
建仓
APO
APOLLO GLOBAL MGMT INC
+$63.0K
534
建仓
DHS
WISDOM TREE
+$62.6K
740
增持
UNH
UNITEDHEALTH GROUP INC
+$61.6K
292
+66%
建仓
WMB
WILLIAMS COS INC
+$58.4K
1,373
增持
SRE
SEMPRA
+$58.3K
1,432
+103%
建仓
GS
GOLDMAN SACHS GROUP INC
+$56.5K
125
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$54.7K
2,603
建仓
AVGO
BROADCOM INC
+$53.0K
33
增持
AMZN
AMAZON COM INC
+$51.9K
626
+63%
增持
AMD
ADVANCED MICRO DEVICES INC
+$51.7K
363
+807%
增持
—
EXXON MOBIL CORP
+$51.5K
1,512
+43%
增持
JPM
JPMORGAN CHASE & CO.
+$49.5K
440
+123%
建仓
ENB
ENBRIDGE INC
+$45.6K
1,281
建仓
—
LINDE PLC
+$44.3K
101
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$43.3K
990
减持
DFSV
DIMENSIONAL ETF TRUST
-$43.0K
2,318
-36%
增持
BDX
BECTON DICKINSON & CO
+$42.3K
200
+1011%
增持
ORCL
ORACLE CORP
+$41.3K
588
+77%
建仓
TMUS
T-MOBILE US INC
+$39.8K
226
建仓
VMC
VULCAN MATLS CO
+$38.3K
154
建仓
—
FERRARI NV
+$36.3K
89
增持
KO
COCA COLA CO
+$36.3K
573
+19000%
建仓
AVB
AVALONBAY CMNTYS INC
+$36.0K
174
建仓
AMT
AMERICAN TOWER CORP NEW
+$30.5K
157
增持
MRK
MERCK & CO INC
+$29.6K
257
+1412%
增持
RTX
RTX CORPORATION
+$29.3K
428
+206%
建仓
PG
PROCTER AND GAMBLE CO
+$29.2K
177
建仓
SAP
SAP SE
+$28.8K
143
增持
SGOV
ISHARES TR
+$28.8K
1,571
+22%
增持
WM
WASTE MGMT INC DEL
+$27.9K
132
+13100%
清仓
HQH
ABRDN HEALTHCARE INVESTORS
-$27.5K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$27.4K
198
增持
HD
HOME DEPOT INC
+$26.5K
78
+7700%
增持
UNP
UNION PAC CORP
+$26.4K
146
+441%
增持
META
META PLATFORMS INC
+$25.7K
52
+5100%
增持
TRV
TRAVELERS COMPANIES INC
+$24.9K
687
+38%
增持
GOOGL
ALPHABET INC
+$24.6K
412
+23%
减持
NDSN
NORDSON CORP
-$23.7K
21
-80%
建仓
JNJ
JOHNSON & JOHNSON
+$22.7K
155
建仓
PPG
PPG INDS INC
+$22.5K
179
增持
ABBV
ABBVIE INC
-$22.2K
2,504
+1%
建仓
DEO
DIAGEO PLC
+$21.8K
173
建仓
MET
METLIFE INC
+$21.2K
302
增持
NVDA
NVIDIA CORPORATION
+$21.1K
580
+936%
增持
NOC
NORTHROP GRUMMAN CORP
+$20.9K
49
+4800%
减持
—
STERIS PLC
-$20.4K
23
-80%
建仓
APD
AIR PRODS & CHEMS INC
+$19.6K
76
建仓
GE
GENERAL ELECTRIC
+$18.3K
115
增持
EIX
EDISON INTL
+$18.2K
650
+61%
增持
MDLZ
MONDELEZ INTL INC
+$18.1K
765
+67%
增持
—
ASML HOLDING N V
+$18.0K
78
+152%
建仓
FCX
FREEPORT-MCMORAN INC
+$17.9K
368
建仓
PSA
PUBLIC STORAGE OPER CO
+$17.8K
62
建仓
PNC
PNC FINL SVCS GROUP INC
+$17.7K
114
建仓
GILD
GILEAD SCIENCES INC
+$17.0K
248
增持
DTE
DTE ENERGY CO
+$16.3K
494
+44%
建仓
HLN
HALEON PLC
+$15.6K
1,889
建仓
KVUE
KENVUE INC
+$15.3K
840
建仓
UPS
UNITED PARCEL SERVICE INC
+$15.2K
111
增持
LOW
LOWES COS INC
-$15.0K
1,953
+12%
建仓
GM
GENERAL MTRS CO
+$14.7K
316
增持
ITW
ILLINOIS TOOL WKS INC
+$14.7K
465
+31%
建仓
AIG
AMERICAN INTL GROUP INC
+$14.6K
197
建仓
INTC
INTEL CORP
+$14.6K
470
增持
V
VISA INC
+$14.5K
1,310
+11%
建仓
IWM
ISHARES TR
+$14.2K
70
建仓
DIS
DISNEY WALT CO
+$14.1K
142
建仓
TXN
TEXAS INSTRS INC
+$14.0K
72
建仓
GLD
SPDR SER TR
+$12.5K
58
增持
CMCSA
COMCAST CORP NEW
-$11.0K
5,156
+5%
建仓
EQT
EQT CORP
+$8.2K
221
减持
AVY
AVERY DENNISON CORP
-$7.1K
375
-6%
建仓
VUG
VANGUARD INDEX FDS
+$6.7K
18
建仓
IWB
ISHARES TR
+$6.5K
22
清仓
STM
STMICROELECTRONICS N V
-$6.0K
0
-100%
清仓
ARKK
ARK ETF TR
-$5.0K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC
-$3.9K
0
-100%
建仓
NTRL
FIRST TR EXCHANGE-TRADED FD
+$3.0K
151
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.0K
41
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.9K
31
清仓
ACHR
ARCHER AVIATION INC
-$231
0
-100%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$64
0
-100%
