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WEALTHGARDEN F.S. LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WEALTHGARDEN F.S. LLC
报告期 2026-03-31 · CIK 0002023633
持仓数
165
前50大市值合计
$94.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 135 项
建仓 16
增持 60
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$1.2M
16,944
-29%
增持
AVEM
AMERICAN CENTY ETF TR
+$983.6K
34,881
+40%
增持
SPYV
SPDR SERIES TRUST
+$950.9K
62,870
+30%
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
XLK
SELECT SECTOR SPDR TR
+$874.8K
21,422
+174%
清仓
GARP
ISHARES TR
-$635.6K
0
-100%
增持
IVE
ISHARES TR
+$570.6K
5,935
+72%
增持
IAU
ISHARES GOLD TR
+$531.5K
26,523
+10%
建仓
KJAN
INNOVATOR ETFS TRUST
+$478.2K
11,181
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$445.5K
10,912
+55%
增持
SJNK
SPDR SERIES TRUST
+$416.3K
117,302
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$415.8K
7,230
+44%
清仓
MTUM
ISHARES TR
-$391.5K
0
-100%
建仓
QCOC
FIRST TR EXCHNG TRADED FD VI
+$388.0K
17,149
建仓
STIP
ISHARES TR
+$383.8K
3,741
增持
GLD
SPDR GOLD TR
+$368.5K
5,332
+2%
增持
IEFA
ISHARES TR
+$358.5K
17,430
+21%
增持
NFLX
NETFLIX INC
-$339.3K
8,425
+883%
增持
XLF
SELECT SECTOR SPDR TR
+$338.6K
43,840
+16%
清仓
KJUL
INNOVATOR ETFS TRUST
-$332.3K
0
-100%
增持
IEUR
ISHARES TR
+$320.8K
17,470
+24%
增持
CATF
AMERICAN CENTY ETF TR
+$300.0K
12,661
+88%
建仓
VLUE
ISHARES TR
+$291.8K
2,016
清仓
HD
HOME DEPOT INC
-$290.8K
0
-100%
减持
META
META PLATFORMS INC
-$279.8K
3,525
-3%
建仓
APOC
INNOVATOR ETFS TRUST
+$268.8K
10,201
增持
DYNF
BLACKROCK ETF TRUST
+$268.3K
67,866
+4%
减持
SIVR
ABRDN SILVER ETF TRUST
+$266.2K
5,434
-8%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$258.9K
20,344
+12%
减持
NVDA
NVIDIA CORPORATION
-$253.1K
26,008
-7%
建仓
IEF
ISHARES TR
+$246.5K
2,565
建仓
EVUS
ISHARES TR
+$237.5K
7,154
建仓
IJAN
INNOVATOR ETFS TRUST
+$237.5K
6,423
增持
BDYN
BLACKROCK ETF TRUST
+$236.8K
154,235
+4%
建仓
TOTL
SSGA ACTIVE ETF TR
+$235.9K
5,851
增持
SCHD
SCHWAB STRATEGIC TR
+$231.8K
81,527
+2%
减持
GOOG
ALPHABET INC
+$231.4K
3,643
-5%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$229.7K
2,752
建仓
SPMD
SPDR SERIES TRUST
+$222.3K
3,639
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$217.2K
4,416
增持
IEMG
ISHARES INC
+$217.0K
12,587
+22%
建仓
KDEC
INNOVATOR ETFS TRUST
+$214.2K
8,099
建仓
RBUF
INNOVATOR ETFS TRUST
+$213.7K
7,200
清仓
PANW
PALO ALTO NETWORKS INC
-$211.6K
0
-100%
建仓
ZNOV
INNOVATOR ETFS TRUST
+$209.9K
7,825
建仓
VV
VANGUARD INDEX FDS
+$202.8K
635
清仓
ESGD
ISHARES TR
-$200.8K
0
-100%
增持
IVW
ISHARES TR
+$198.8K
33,348
+3%
减持
LLY
ELI LILLY & CO
+$191.7K
1,039
-8%
增持
EWJ
ISHARES INC
+$181.0K
4,573
+85%
减持
TSLA
TESLA INC
-$175.7K
2,468
-12%
增持
SCHR
SCHWAB STRATEGIC TR
+$174.3K
38,636
+23%
增持
SHLD
GLOBAL X FDS
+$166.1K
10,690
+11%
减持
MSFT
MICROSOFT CORP
-$153.8K
3,119
-1%
增持
BDVL
BLACKROCK ETF TRUST
+$149.2K
75,639
+8%
增持
GOOGL
ALPHABET INC
+$149.0K
1,260
+19%
增持
OEF
ISHARES TR
+$147.7K
10,710
+2%
增持
AMZN
AMAZON COM INC
+$143.4K
3,943
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$139.8K
55,702
+5%
增持
IVV
ISHARES TR
+$136.2K
5,904
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$123.4K
7,652
+4%
增持
IUSB
ISHARES TR
+$119.2K
19,575
+16%
增持
ITA
ISHARES TR
+$118.6K
3,447
+5%
增持
YSEP
FIRST TR EXCHNG TRADED FD VI
+$116.8K
24,656
+17%
增持
SPYM
SPDR SERIES TRUST
+$112.5K
14,235
+7%
增持
XLE
SELECT SECTOR SPDR TR
+$112.4K
7,901
+148%
减持
IAGG
ISHARES TR
-$107.6K
5,626
-25%
增持
LQD
ISHARES TR
+$107.6K
8,198
+15%
减持
EMB
ISHARES TR
-$102.9K
3,890
-22%
增持
IWF
ISHARES TR
+$99.8K
2,128
+11%
减持
QQQ
INVESCO QQQ TR
-$97.8K
1,763
-10%
减持
AAPL
APPLE INC
-$97.6K
9,633
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$94.9K
8,870
+21%
增持
THRO
BLACKROCK ETF TRUST
+$94.7K
38,748
+3%
增持
IWB
ISHARES TR
+$89.4K
898
+31%
增持
BAI
BLACKROCK ETF TRUST
+$89.3K
45,271
+8%
减持
TLT
ISHARES TR
-$85.5K
10,667
-5%
减持
SOXX
ISHARES TR
+$76.0K
1,687
-2%
减持
PSTP
INNOVATOR ETFS TRUST
-$74.9K
35,336
-8%
增持
XLC
SELECT SECTOR SPDR TR
+$65.1K
8,490
+6%
减持
ESGU
ISHARES TR
-$63.9K
9,502
-7%
增持
ESGE
ISHARES INC
+$61.6K
7,077
+14%
增持
SCHB
SCHWAB STRATEGIC TR
+$53.3K
33,712
+3%
减持
MBB
ISHARES TR
-$50.6K
9,197
-5%
增持
GLDM
WORLD GOLD TR
+$50.6K
3,688
+0%
增持
JAJL
INNOVATOR ETFS TRUST
+$46.4K
8,535
+21%
减持
EAGG
ISHARES TR
-$46.2K
5,239
-15%
增持
BINC
BLACKROCK ETF TRUST II
+$46.1K
19,273
+5%
减持
IEV
ISHARES TR
+$45.9K
9,928
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$43.8K
8,945
+8%
减持
SPYG
SPDR SERIES TRUST
-$41.8K
5,251
-9%
减持
RING
ISHARES INC
-$41.4K
6,135
-30%
减持
SPY
SPDR S&P 500 ETF TR
-$39.2K
802
-9%
减持
DIS
DISNEY WALT CO
-$35.9K
2,307
-12%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$32.7K
9,361
-4%
增持
IBUF
INNOVATOR ETFS TRUST
+$32.5K
16,951
+4%
减持
SUSC
ISHARES TR
-$31.5K
12,549
-9%
减持
LCTU
BLACKROCK ETF TRUST
-$30.4K
9,702
-6%
增持
XLY
SELECT SECTOR SPDR TR
-$30.0K
6,323
+86%
减持
AGG
ISHARES TR
-$29.0K
2,089
-11%
减持
IJUL
INNOVATOR ETFS TRUST
+$28.0K
22,340
-0%
增持
TLH
ISHARES TR
+$27.2K
7,763
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$26.0K
112,755
+0%
减持
MUB
ISHARES TR
-$24.1K
3,768
-6%
减持
SPAB
SPDR SERIES TRUST
-$23.9K
25,072
-3%
增持
SCHQ
SCHWAB STRATEGIC TR
+$22.9K
8,128
+13%
减持
JULW
AIM ETF PRODUCTS TRUST
+$22.5K
35,801
-1%
减持
EFV
ISHARES TR
+$21.9K
33,474
-7%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$21.6K
9,914
-1%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$21.1K
27,260
-0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$17.6K
19,894
-3%
减持
DSI
ISHARES TR
-$16.2K
3,579
-7%
增持
JNK
SPDR SERIES TRUST
+$16.1K
5,812
+2%
减持
IHI
ISHARES TR
-$15.2K
12,377
-2%
减持
SAUG
FIRST TR EXCHNG TRADED FD VI
+$14.6K
18,308
-0%
增持
IYW
ISHARES TR
+$13.1K
2,367
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.7K
2,874
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$12.0K
3,120
-1%
增持
USMV
ISHARES TR
+$11.9K
5,427
+1%
增持
BFRZ
INNOVATOR ETFS TRUST
+$10.7K
10,924
+2%
减持
KOCT
INNOVATOR ETFS TRUST
+$10.7K
8,555
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$10.3K
14,095
-1%
减持
EOCT
INNOVATOR ETFS TRUST
+$8.8K
6,571
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$7.0K
6,249
+24%
减持
URTH
ISHARES INC
+$6.1K
1,674
-2%
减持
LGLV
SPDR SERIES TRUST
+$6.1K
1,643
-1%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
+$5.4K
6,006
-0%
减持
IJUN
INNOVATOR ETFS TRUST
+$4.9K
9,908
-2%
减持
TFI
SPDR SERIES TRUST
-$4.2K
4,809
-2%
减持
JUNW
AIM ETF PRODUCTS TRUST
+$4.2K
7,028
-0%
减持
XAR
SPDR SERIES TRUST
+$4.0K
975
-13%
减持
USXF
ISHARES TR
-$3.2K
8,753
-3%
减持
OCTM
FIRST TR EXCHNG TRADED FD VI
-$3.1K
9,474
-2%
增持
XTEN
BONDBLOXX ETF TRUST
+$1.8K
7,061
+3%
减持
CWI
SPDR INDEX SHS FDS
+$604
6,548
-5%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$115
14,868
-1%
