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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 133 项
建仓 48
增持 29
减持 29
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
FTEC
FIDELITY COVINGTON TRUST
-$3.5M
64,481
-25%
减持
FLOT
ISHARES TR
-$3.3M
42,540
-60%
建仓
IEF
ISHARES TR
+$2.6M
26,279
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。
减持
MINT
PIMCO ETF TR
-$1.7M
244
-99%
减持
NOBL
PROSHARES TR
-$1.4M
73,168
-23%
减持
BIL
SPDR SER TR
-$707.6K
4,699
-62%
减持
—
LEUTHOLD FDS INC
-$480.0K
92,291
-17%
增持
AAPL
APPLE INC
+$411.1K
13,223
+4%
清仓
FENY
FIDELITY COVINGTON TRUST
-$343.7K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$286.4K
215,986
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$224.5K
2,868
+6%
减持
SCHF
SCHWAB STRATEGIC TR
-$169.3K
3,290
-59%
减持
SGOV
ISHARES TR
-$133.9K
241
-85%
增持
META
META PLATFORMS INC
+$131.8K
276
+431%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$128.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$126.7K
3,666
+13%
增持
PANW
PALO ALTO NETWORKS INC
+$119.8K
400
+700%
减持
VOO
VANGUARD INDEX FDS
-$119.2K
66
-79%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$108.9K
0
-100%
建仓
ISRG
INTUITIVE SERGICAL INC
+$108.1K
220
建仓
NFLX
NETFLIX INC
+$102.8K
145
建仓
NOW
SERVICENOW INC
+$100.2K
112
减持
WMT
WALMART INC
+$98.2K
9,337
-4%
减持
LOW
LOWES COS INC
+$96.2K
1,845
-6%
增持
AMZN
AMAZON COM INC
+$88.8K
1,126
+80%
清仓
SCHE
SCHWAB STRATEGIC TR
-$88.7K
0
-100%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$87.6K
4,000
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$86.5K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$86.4K
567
-79%
建仓
TYL
TYLER TECHNOLOGIES INC
+$81.7K
140
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$76.6K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$76.1K
412
+201%
减持
CSCO
CISCO SYS INC
-$74.2K
1,780
-50%
清仓
FJP
FIRST TR EXCH TRD ALPHDX FD
-$70.5K
0
-100%
减持
TSLA
TESLA INC
+$69.8K
1,148
-1%
增持
ABBV
ABBVIE INC
+$69.0K
2,524
+1%
增持
CTAS
CINTAS CORP
+$68.3K
352
+5767%
增持
CME
CME GROUP INC
+$68.2K
2,475
+2%
建仓
COST
COSTCO WHOLESALE CORP
+$57.6K
65
增持
UBER
UBER TECHNOLOGIES INC
+$57.2K
1,073
+232%
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$54.7K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$52.3K
40
-89%
增持
V
VISA INC
+$50.7K
1,435
+10%
减持
SRE
SEMPRA
-$50.0K
705
-51%
清仓
BDX
BECTON DICKINSON & CO
-$46.7K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO COM
+$46.1K
170
清仓
ENB
ENBRIDGE INC
-$45.6K
0
-100%
建仓
SHAK
SHAKE SHACK INC
+$41.3K
400
减持
PEP
PEPSICO INC
-$37.7K
214
-52%
清仓
—
FERRARI NV
-$36.3K
0
-100%
增持
GOOG
ALPHABET INC
+$35.4K
5,446
+14%
增持
IVV
ISHARES TR
+$35.2K
948
+1%
建仓
CMG
CHIPOTLE MEXICAN GRIL INC
+$31.7K
550
减持
CMCSA
COMCAST CORP NEW
-$30.9K
4,095
-21%
增持
—
ACCENTURE PLC IRELAND
+$30.7K
99
+607%
增持
IDXX
IDEXX LABS INC
+$30.5K
68
+750%
增持
DGRO
ISHARES TR
+$27.2K
2,588
+10%
建仓
VEEV
VEEVA SYSTEMS INC
+$26.2K
125
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$24.9K
240
+47%
减持
AJG
GALLAGHER ARTHUR J & CO
+$24.1K
1,600
-3%
建仓
XHLF
BONDBLOXX ETF TRUST
+$23.6K
468
增持
GD
GENERAL DYNAMICS CORP
+$22.7K
76
+7500%
减持
—
ASML HOLDING N V
-$22.2K
31
-60%
减持
ITW
ILLINOIS TOOL WKS INC
-$22.1K
336
-28%
增持
PM
PHILIP MORRIS INTL INC
+$21.8K
638
+16%
清仓
DEO
DIAGEO PLC
-$21.8K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$21.1K
5
建仓
EXPD
EXPEDITORS INTL WASH INC
+$19.7K
150
减持
GOOGL
ALPHABET INC
-$19.7K
334
-19%
清仓
APD
AIR PRODS & CHEMS INC
-$19.6K
0
-100%
增持
RTX
RTX CORPORATION
+$19.3K
514
+20%
建仓
FISV
FISERV INC
+$18.0K
100
清仓
PSA
PUBLIC STORAGE OPER CO
-$17.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$17.2K
246
+59%
建仓
TECH
BIO-TECHNE CORP
+$16.0K
200
清仓
HLN
HALEON PLC
-$15.6K
0
-100%
清仓
FIGS
FIGS INC
-$15.4K
0
-100%
清仓
INTC
INTEL CORP
-$14.6K
0
-100%
清仓
IWM
ISHARES TR
-$14.2K
0
-100%
清仓
DIS
DISNEY WALT CO
-$14.1K
0
-100%
建仓
—
BLACKROCK INC
+$13.3K
14
清仓
YUM
YUM BRANDS INC
-$13.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$12.9K
483
+10%
增持
DOW
DOW INC
+$12.7K
3,245
+5%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$12.6K
110
建仓
VZ
VERIZON COMMUNICATIONS INC
+$12.3K
273
建仓
ORI
OLD REP INTL CORP
+$11.9K
335
建仓
TIP
ISHARES TR
+$11.8K
107
建仓
AMGN
AMGEN INC
+$11.3K
35
增持
MRK
MERCK & CO INC
+$11.2K
379
+47%
建仓
HUBB
HUBBELL INC
+$11.1K
26
建仓
GOVT
ISHARES TR
+$10.9K
465
减持
PFE
PFIZER INC
-$10.7K
839
-33%
减持
DTE
DTE ENERGY CO
-$10.7K
344
-30%
增持
TXN
TEXAS INSTRS INC
+$10.6K
119
+65%
建仓
GLDM
WORLD GOLD TR
+$10.5K
202
建仓
CHD
CHURCH & DWIGHT CO INC
+$10.5K
100
建仓
FAST
FASTENAL CO
+$10.0K
140
减持
KVUE
KENVUE INC
-$10.0K
228
-73%
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$9.8K
4,000
减持
GILD
GILEAD SCIENCES INC
-$9.6K
88
-65%
建仓
STIP
ISHARES TR
+$9.3K
92
建仓
KMI
KINDER MORGAN INC DEL
+$9.1K
410
建仓
WSO
WATSCO INC
+$8.9K
18
建仓
MTB
M & T BK CORP
+$8.2K
46
建仓
PYPL
PAYPAL HLDGS INC
+$7.8K
100
建仓
ULTA
ULTA BEAUTY INC
+$7.8K
20
建仓
DGX
QUEST DIAGNOSTICS INC
+$7.8K
50
建仓
EOG
EOG RES INC
+$7.4K
60
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$7.1K
36
清仓
VUG
VANGUARD INDEX FDS
-$6.7K
0
-100%
建仓
DCI
DONALDSON INC
+$6.6K
90
减持
NTRS
NORTHERN TR CORP
+$6.6K
2,651
-4%
建仓
FANG
DIAMONDBACK ENERGY INC
+$6.6K
38
建仓
EBAY
EBAY INC.
+$6.5K
100
建仓
DKS
DICKS SPORTING GOODS INC
+$6.5K
31
减持
CDW
CDW CORP
-$6.4K
499
-6%
增持
GLD
SPDR SER TR
+$6.2K
77
+33%
增持
CVX
CHEVRON CORP NEW
+$6.2K
451
+17%
建仓
IP
INTERNATIONAL PAPER CO
+$6.1K
124
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$5.9K
398
建仓
XONE
BONDBLOXX ETF TRUST
+$5.6K
113
建仓
SHLD
GLOBAL X FDS
+$5.3K
142
建仓
INDA
ISHARES TR
+$5.1K
87
建仓
QUAL
ISHARES TR
+$4.8K
27
增持
AVGO
BROADCOM INC
+$3.9K
330
+900%
清仓
NTRL
FIRST TR EXCHANGE-TRADED FD
-$3.0K
0
-100%
清仓
CHWY
CHEWY INC
-$2.7K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$2.6K
0
-100%
建仓
HGER
HARBOR ETF TRUST
+$2.4K
104
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.0K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.9K
0
-100%
清仓
NKE
NIKE INC
-$227
0
-100%
