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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 40
增持 60
减持 35
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
FTEC
FIDELITY COVINGTON TRUST
-$4.5M
36,283
-44%
减持
DFAC
DIMENSIONAL ETF TRUST
-$4.0M
98,209
-55%
减持
NOBL
PROSHARES TR
-$3.5M
43,431
-41%
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
—
LEUTHOLD FDS INC
-$3.3M
0
-100%
清仓
IEF
ISHARES TR
-$2.6M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.7M
9,506
+2746%
减持
FLOT
ISHARES TR
-$1.2M
18,488
-57%
增持
GLD
SPDR GOLD TR
+$937.9K
3,951
+5031%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$843.6K
1,051
-63%
建仓
BLK
BLACKROCK INC
+$656.1K
640
增持
IVV
ISHARES TR
+$627.6K
1,995
+110%
增持
ORCL
ORACLE CORP
+$600.2K
4,203
+615%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$529.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$522.5K
4,415
+661%
建仓
BAC
BANK AMERICA CORP
+$521.1K
11,856
减持
CME
CME GROUP INC
-$502.7K
187
-92%
建仓
IJH
ISHARES TR
+$448.6K
7,200
增持
CAT
CATERPILLAR INC
+$422.9K
1,167
+116600%
减持
ABBV
ABBVIE INC
-$409.2K
502
-80%
增持
AAPL
APPLE INC
+$375.1K
13,801
+4%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$333.2K
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
-$313.2K
1,053
-89%
减持
MSFT
MICROSOFT CORP
-$289.8K
3,055
-17%
增持
JPM
JPMORGAN CHASE & CO.
+$282.2K
1,602
+232%
建仓
—
JOHNSON CTLS INTL PLC
+$271.5K
3,440
减持
ABT
ABBOTT LABS
-$263.7K
282
-78%
建仓
CRM
SALESFORCE INC
+$258.1K
772
建仓
—
EATON CORP PLC
+$223.7K
674
增持
ELV
ELEVANCE HEALTH INC
-$216.1K
1,544
+2%
增持
AVGO
BROADCOM INC
+$214.3K
1,170
+255%
减持
DFAT
DIMENSIONAL ETF TRUST
-$206.1K
644
-85%
增持
COST
COSTCO WHSL CORP NEW
+$203.5K
285
+338%
增持
HD
HOME DEPOT INC
+$176.5K
535
+586%
减持
—
ASTRAZENECA PLC
-$172.7K
13,457
-1%
建仓
EFA
ISHARES TR
+$167.9K
2,220
清仓
CBOE
CBOE GLOBAL MARKETS INC
-$161.6K
0
-100%
清仓
VGT
VANGUARD INDEX FDS
-$144.3K
0
-100%
增持
WMT
WALMART INC
+$142.8K
9,925
+6%
减持
TSLA
TESLA INC
+$135.4K
1,079
-6%
增持
AMZN
AMAZON COM INC
+$118.0K
1,494
+33%
减持
PANW
PALO ALTO NETWORKS INC
-$110.9K
142
-65%
建仓
APD
AIR PRODS & CHEMS INC
+$108.2K
373
建仓
WFC
WELLS FARGO CO NEW
+$96.4K
1,373
增持
V
VISA INC
+$95.9K
1,552
+8%
减持
DGRO
ISHARES TR
-$95.6K
1,086
-58%
增持
HON
HONEYWELL INTL INC
+$93.1K
416
+10300%
增持
RTX
RTX CORPORATION
+$89.9K
1,315
+156%
建仓
KLAC
KLA CORP
+$87.6K
139
减持
LOW
LOWES COS INC
-$80.1K
1,810
-2%
减持
TYL
TYLER TECHNOLOGIES INC
-$78.8K
5
-96%
减持
ISRG
INTUITIVE SURGICAL INC
-$76.2K
61
-72%
增持
PG
PROCTER AND GAMBLE CO
+$73.1K
619
+250%
减持
NOW
SERVICENOW INC
-$71.5K
27
-76%
清仓
DFSV
DIMENSIONAL ETF TRUST
-$71.4K
0
-100%
清仓
DHS
WISDOM TREE
-$69.4K
0
-100%
增持
ADBE
ADOBE INC
+$68.6K
159
+3875%
建仓
EFG
ISHARES TR
+$67.4K
696
增持
UNP
UNION PAC CORP
+$63.4K
436
+199%
增持
AMD
ADVANCED MICRO DEVICES INC
+$59.9K
550
+1275%
减持
CTAS
CINTAS CORP
-$57.1K
84
-76%
建仓
MCD
MCDONALDS CORP
+$54.2K
187
减持
UBER
UBER TECHNOLOGIES INC
-$52.4K
468
-56%
增持
AIG
AMERICAN INTL GROUP INC
+$51.4K
904
+359%
增持
CARR
CARRIER GLOBAL CORPORATION
+$48.9K
882
+530%
减持
DOW
DOW INC
-$48.2K
3,216
-1%
减持
PGR
PROGRESSIVE CORP
-$48.0K
236
-43%
增持
—
DUPONT DE NEMOURS INC
-$46.9K
4,202
+2%
增持
WMB
WILLIAMS COS INC
+$46.8K
2,023
+47%
增持
BSX
BOSTON SCIENTIFIC CORP
+$45.2K
2,637
+16%
增持
META
META PLATFORMS INC
+$44.0K
345
+25%
减持
—
ROYAL CARIBBEAN GROUP
-$42.7K
38
-87%
增持
TXN
TEXAS INSTRS INC
+$42.0K
355
+198%
清仓
SHAK
SHAKE SHACK INC
-$41.3K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$39.3K
1,602
+109%
增持
CVX
CHEVRON CORP NEW
+$38.2K
722
+60%
建仓
SCHW
SCHWAB CHARLES CORP
+$37.7K
509
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$37.5K
128
建仓
CSX
CSX CORP
+$37.1K
1,151
建仓
REGN
REGENERON PHARMACEUTICALS
+$37.0K
52
减持
NFLX
NETFLIX INC
-$36.9K
74
-49%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$36.9K
67
-96%
增持
PEP
PEPSICO INC
+$36.6K
480
+124%
建仓
VLO
VALERO ENERGY CORP
+$36.4K
297
增持
MRK
MERCK & CO INC
+$35.6K
791
+109%
增持
LLY
ELI LILLY & CO
-$35.2K
1,530
+11%
增持
NTRS
NORTHERN TR CORP
+$35.1K
2,671
+1%
建仓
—
INTERPUBLIC GROUP COS INC
+$34.9K
1,247
减持
GOOG
ALPHABET INC
+$34.8K
4,964
-9%
增持
AMT
AMERICAN TOWER CORP NEW
+$34.5K
387
+146%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$34.4K
29
增持
ITW
ILLINOIS TOOL WKS INC
+$33.9K
481
+43%
增持
PNC
PNC FINL SVCS GROUP INC
+$33.9K
285
+150%
增持
OTIS
OTIS WORLDWIDE CORP
+$33.7K
442
+531%
增持
BKNG
BOOKING HOLDINGS INC
+$33.6K
11
+120%
增持
TRV
TRAVELERS COMPANIES INC
+$33.3K
806
+17%
建仓
LMT
LOCKHEED MARTIN CORP
+$32.1K
66
减持
MRNA
MODERNA INC
-$31.8K
360
-49%
增持
MRSH
MARSH & MCLENNAN COS INC
+$31.3K
581
+41%
减持
GS
GOLDMAN SACHS GROUP INC
-$29.8K
56
-55%
增持
SRE
SEMPRA
+$29.5K
1,008
+43%
增持
—
LINDE PLC
+$29.3K
185
+83%
建仓
QCOM
QUALCOMM INC
+$28.9K
188
增持
CSCO
CISCO SYS INC
+$28.5K
2,081
+17%
减持
F
FORD MTR CO
-$27.8K
174
-94%
建仓
T
AT&T INC
+$27.5K
1,209
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$27.1K
52
清仓
VEEV
VEEVA SYSTEMS INC
-$26.2K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$25.8K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$25.5K
114
增持
TJX
TJX COS INC NEW
+$25.5K
572
+54%
增持
INTU
INTUIT
+$25.4K
164
+31%
减持
IDXX
IDEXX LABS INC
-$25.3K
22
-68%
建仓
DIS
DISNEY WALT CO
+$25.1K
225
清仓
MINT
PIMCO ETF TR
-$24.6K
0
-100%
清仓
SGOV
ISHARES TR
-$24.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$24.0K
2,315
+38%
建仓
C
CITIGROUP INC
+$23.9K
340
建仓
SPGI
S&P GLOBAL INC
+$23.9K
48
清仓
XHLF
BONDBLOXX ETF TRUST
-$23.6K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
-$23.6K
1,503
-6%
增持
FISV
FISERV INC
+$22.7K
198
+98%
增持
TMUS
T-MOBILE US INC
+$22.7K
314
+39%
增持
CDW
CDW CORP
-$22.2K
521
+4%
增持
SCHF
SCHWAB STRATEGIC TR
-$22.1K
6,120
+86%
增持
PM
PHILIP MORRIS INTL INC
+$22.0K
826
+29%
建仓
STZ
CONSTELLATION BRANDS INC
+$21.7K
98
建仓
PLD
PROLOGIS INC.
+$21.1K
200
建仓
DE
DEERE & CO
+$20.8K
49
增持
AMGN
AMGEN INC
+$20.3K
121
+246%
减持
AXP
AMERICAN EXPRESS CO
-$20.0K
88
-48%
建仓
SBUX
STARBUCKS CORP
+$18.9K
207
清仓
KHC
KRAFT HEINZ CO
-$18.6K
0
-100%
增持
KO
COCA COLA CO
+$18.3K
955
+67%
增持
KMI
KINDER MORGAN INC DEL
+$18.2K
995
+143%
建仓
COP
CONOCOPHILLIPS
+$17.9K
180
减持
—
CARNIVAL CORP
-$17.8K
185
-85%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$17.6K
311
建仓
GLW
CORNING INC
+$17.5K
368
建仓
USB
US BANCORP DEL
+$17.3K
362
建仓
ANET
ARISTA NETWORKS INC
+$17.2K
156
增持
O
REALTY INCOME CORP
+$16.6K
549
+175%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$16.6K
250
-55%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$16.4K
316
+32%
增持
COF
CAPITAL ONE FINL CORP
+$16.4K
258
+30%
建仓
AMAT
APPLIED MATLS INC
+$15.9K
98
建仓
LRCX
LAM RESEARCH CORP
+$15.9K
220
增持
BA
BOEING CO
+$15.7K
94
+1467%
建仓
OKE
ONEOK INC NEW
+$15.3K
152
建仓
GEV
GE VERNOVA INC
+$15.1K
46
增持
SYK
STRYKER CORPORATION
+$14.9K
222
+23%
