小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 20
减持 65
清仓 58
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$14.8M
47,645
+3485%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
19,292
+316%
减持
—
ASTRAZENECA PLC
-$743.0K
3,521
-74%
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
MSFT
MICROSOFT CORP
+$730.4K
5,306
+4%
减持
NOBL
PROSHARES TR
-$723.4K
25,756
-21%
增持
DFAC
DIMENSIONAL ETF TRUST
+$379.9K
101,145
+3%
减持
ORCL
ORACLE CORP
+$330.2K
4,211
-0%
减持
AAPL
APPLE INC
-$322.1K
15,008
-2%
增持
GOOGL
ALPHABET INC
+$240.6K
10,971
+0%
减持
WEC
WEC ENERGY GROUP INC
-$224.6K
2,133
-48%
减持
ABBV
ABBVIE INC
-$221.4K
506
-66%
清仓
IEFA
ISHARES TR
-$178.3K
0
-100%
减持
CSCO
CISCO SYS INC
-$176.8K
2,045
-60%
增持
NFLX
NETFLIX INC
+$162.1K
174
+129%
减持
IVV
ISHARES TR
-$154.6K
922
-29%
减持
IJR
ISHARES TR
-$145.8K
53
-96%
减持
GOOG
ALPHABET INC
+$131.5K
6,404
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$129.8K
511
-77%
清仓
MCD
MCDONALDS CORP
-$124.9K
0
-100%
减持
AVGO
BROADCOM INC
+$124.6K
1,170
-1%
建仓
EDGI
ADVISORS INNER CIRCLE FD II
+$112.7K
4,327
建仓
EDGF
ADVISORS INNER CIRCLE FD II
+$104.8K
4,234
减持
TGT
TARGET CORP
-$101.5K
414
-70%
减持
UNH
UNITEDHEALTH GROUP INC
-$93.0K
365
-8%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$91.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$89.4K
3,564
-2%
清仓
IUSV
ISHARES TR
-$88.0K
0
-100%
减持
BMO
BANK MONTREAL QUE
-$85.9K
1
-100%
减持
LLY
ELI LILLY & CO
-$77.6K
1,530
-1%
清仓
EQAL
INVESCO EXCH TRADED FD TR II
-$76.3K
0
-100%
减持
SO
SOUTHERN CO
-$70.5K
147
-84%
清仓
ELF
E L F BEAUTY INC
-$69.1K
0
-100%
建仓
EDGU
ADVISORS INNER CIRCLE FD II
+$68.7K
2,640
减持
JPM
JPMORGAN CHASE & CO.
-$67.3K
1,607
-26%
减持
CMCSA
COMCAST CORP NEW
-$65.9K
3,851
-30%
清仓
NKE
NIKE INC
-$65.7K
0
-100%
减持
ZTS
ZOETIS INC
-$65.3K
120
-76%
建仓
EDGH
ADVISORS INNER CIRCLE FD II
+$62.6K
2,378
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$60.2K
0
-100%
减持
BLK
BLACKROCK INC
+$60.1K
640
-1%
清仓
QUAL
ISHARES TR
-$59.6K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$57.3K
0
-100%
减持
PNW
PINNACLE WEST CAP CORP
-$57.0K
15
-98%
减持
ALL
ALLSTATE CORP
-$57.0K
2
-99%
减持
GLW
CORNING INC
-$54.7K
368
-77%
清仓
QLTA
ISHARES TR
-$54.5K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$53.4K
0
-100%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$52.0K
0
-100%
减持
META
META PLATFORMS INC
+$51.8K
345
-2%
清仓
FVAL
FIDELITY COVINGTON TRUST
-$51.3K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
-$50.9K
1,203
-5%
减持
ITOT
ISHARES TR
-$44.2K
482
-46%
减持
IJH
ISHARES TR
-$43.4K
7,200
-14%
减持
FTEC
FIDELITY COVINGTON TRUST
+$41.9K
21,168
-17%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$41.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$41.2K
286
-43%
清仓
SCHP
SCHWAB STRATEGIC TR
-$40.6K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$33.2K
0
-100%
清仓
IVW
ISHARES TR
-$32.8K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$32.4K
74
清仓
IEMG
ISHARES INC
-$31.8K
0
-100%
清仓
IWF
ISHARES TR
-$31.4K
0
-100%
减持
SHEL
SHELL PLC
-$31.3K
1
-100%
清仓
TLH
ISHARES TR
-$30.9K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$29.9K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$29.2K
0
-100%
清仓
IVE
ISHARES TR
-$28.8K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$28.2K
69
-47%
清仓
PEP
PEPSICO INC
-$27.3K
0
-100%
减持
LCR
MANAGED PORTFOLIO SERIES
-$27.0K
11,252
-11%
清仓
JTEK
J P MORGAN EXCHANGE TRADED F
-$26.7K
0
-100%
减持
LOW
LOWES COS INC
-$24.7K
1,785
-1%
清仓
DTM
DT MIDSTREAM INC
-$24.7K
0
-100%
清仓
GBDC
GOLUB CAP BDC INC
-$23.8K
0
-100%
清仓
IWD
ISHARES TR
-$22.2K
0
-100%
清仓
FEZ
SPDR INDEX SHS FDS
-$22.1K
0
-100%
减持
—
EXXON MOBIL CORP
-$21.5K
1,875
-0%
清仓
NPK
NATIONAL PRESTO INDS INC
-$21.3K
0
-100%
清仓
PFE
PFIZER INC
-$21.3K
0
-100%
减持
INTU
INTUIT
+$21.1K
164
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
+$20.8K
550
-1%
清仓
RPM
RPM INTL INC
-$20.6K
0
-100%
清仓
—
ASML HOLDING N V
-$20.5K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$20.4K
582
-4%
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$19.9K
0
-100%
清仓
GNTX
GENTEX CORP
-$19.7K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$19.4K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$18.9K
37
-76%
增持
ROL
ROLLINS INC
+$18.1K
2,601
+9%
减持
ABT
ABBOTT LABS
-$17.7K
283
-33%
清仓
EDV
VANGUARD WORLD FD
-$17.6K
0
-100%
增持
COKE
COCA COLA CONS INC
-$17.3K
740
+900%
清仓
INTC
INTEL CORP
-$17.2K
0
-100%
减持
GE
GE AEROSPACE
-$17.1K
401
-33%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$16.3K
0
-100%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$16.2K
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$16.1K
293
+14%
增持
V
VISA INC
+$15.8K
3,349
+0%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$15.6K
0
-100%
清仓
KIE
SPDR SER TR
-$15.4K
0
-100%
清仓
ONB
OLD NATL BANCORP IND
-$15.2K
0
-100%
清仓
INFL
LISTED FD TR
-$15.1K
0
-100%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$14.8K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$12.7K
228
+5%
减持
RTX
RTX CORPORATION
+$12.5K
1,315
-3%
减持
KEY
KEYCORP
-$11.0K
156
-82%
减持
MRK
MERCK & CO INC
-$10.9K
724
-5%
清仓
IGV
ISHARES TR
-$10.9K
0
-100%
减持
ADI
ANALOG DEVICES INC
+$10.7K
417
-5%
清仓
XLC
SELECT SECTOR SPDR TR
-$10.5K
0
-100%
减持
CME
CME GROUP INC
-$10.3K
128
-26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.3K
1,199
+12%
增持
MRNA
MODERNA INC
+$10.1K
700
+115%
减持
—
ACCENTURE PLC IRELAND
-$9.1K
74
-26%
增持
SYK
STRYKER CORPORATION
+$9.0K
242
+4%
增持
MRVL
MARVELL TECHNOLOGY INC
+$8.7K
120
+1100%
增持
MU
MICRON TECHNOLOGY INC
+$8.7K
189
+12%
减持
NEE
NEXTERA ENERGY INC
-$8.5K
2,315
-3%
减持
BKNG
BOOKING HOLDINGS INC
+$8.4K
11
-8%
建仓
DUK
DUKE ENERGY CORP NEW
+$8.3K
70
清仓
XLU
SELECT SECTOR SPDR TR
-$8.0K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$7.5K
127
-40%
清仓
ULTA
ULTA BEAUTY INC
-$7.3K
0
-100%
建仓
ULS
UL SOLUTIONS INC
+$7.3K
100
清仓
UBER
UBER TECHNOLOGIES INC
-$7.3K
0
-100%
减持
TYL
TYLER TECHNOLOGIES INC
-$7.2K
33
-28%
减持
COP
CONOCOPHILLIPS
-$7.0K
181
-18%
减持
UNP
UNION PAC CORP
-$6.9K
436
-4%
清仓
IWB
ISHARES TR
-$6.7K
0
-100%
清仓
OSBC
OLD SECOND BANCORP INC ILL
-$6.7K
0
-100%
减持
AME
AMETEK INC
-$6.6K
34
-54%
增持
—
AON PLC
+$6.5K
35
+133%
增持
IDXX
IDEXX LABS INC
+$6.5K
34
+21%
增持
CVX
CHEVRON CORP NEW
-$6.4K
750
+10%
减持
SHW
SHERWIN WILLIAMS CO
-$6.0K
18
-49%
清仓
—
DISCOVER FINL SVCS
-$6.0K
0
-100%
减持
HD
HOME DEPOT INC
-$5.8K
537
-3%
减持
APH
AMPHENOL CORP NEW
+$5.6K
190
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.2K
56
-62%
减持
PM
PHILIP MORRIS INTL INC
-$5.2K
627
-17%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$5.1K
0
-100%
减持
NDSN
NORDSON CORP
-$5.0K
21
-55%
清仓
FANG
DIAMONDBACK ENERGY INC
-$4.8K
0
-100%
减持
IP
INTERNATIONAL PAPER CO
-$4.5K
59
-57%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.5K
660
-20%
减持
MTB
M & T BK CORP
-$4.5K
1
-96%
清仓
IONQ
IONQ INC
-$4.4K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$4.3K
0
-100%
减持
DHR
DANAHER CORPORATION
-$3.9K
191
-6%
增持
EMR
EMERSON ELEC CO
+$3.8K
30
+1400%
