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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 132 项
建仓 13
增持 57
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
OEF
ISHARES TR
-$2.4M
3,981
-63%
建仓
CORO
BLACKROCK ETF TRUST
+$2.0M
62,253
建仓
ACWX
ISHARES TR
+$1.6M
23,637
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
AVEM
AMERICAN CENTY ETF TR
-$1.5M
17,472
-50%
建仓
BLCR
BLACKROCK ETF TRUST
+$1.1M
26,534
减持
EFV
ISHARES TR
-$1.1M
19,296
-42%
减持
NVDA
NVIDIA CORPORATION
-$802.9K
23,204
-11%
减持
DYNF
BLACKROCK ETF TRUST
-$773.8K
58,147
-14%
清仓
IJUL
INNOVATOR ETFS TRUST
-$766.0K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$735.0K
100,413
-11%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$733.1K
3,820
建仓
IFEB
INNOVATOR ETFS TRUST
+$656.4K
22,019
建仓
GOVT
ISHARES TR
+$569.7K
24,867
减持
TLT
ISHARES TR
-$556.2K
4,455
-58%
增持
STIP
ISHARES TR
+$554.1K
9,067
+142%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$527.9K
0
-100%
增持
IVV
ISHARES TR
+$525.7K
7,095
+20%
减持
SPYV
SPDR SERIES TRUST
-$517.2K
55,484
-12%
减持
IAU
ISHARES GOLD TR
-$448.7K
23,545
-11%
增持
SPYM
SPDR SERIES TRUST
+$428.7K
20,760
+46%
建仓
SCYB
SCHWAB STRATEGIC TR
+$411.5K
15,827
清仓
EMB
ISHARES TR
-$376.7K
0
-100%
清仓
USHY
ISHARES TR
-$343.3K
0
-100%
增持
SHLD
GLOBAL X FDS
+$337.8K
16,264
+52%
增持
META
META PLATFORMS INC
-$331.6K
3,563
+1%
增持
SCHR
SCHWAB STRATEGIC TR
+$320.6K
51,707
+34%
建仓
SMH
VANECK ETF TRUST
+$319.6K
834
减持
XLF
SELECT SECTOR SPDR TR
-$317.7K
40,991
-6%
减持
SIVR
ABRDN SILVER ETF TRUST
-$316.4K
3,420
-37%
增持
IVW
ISHARES TR
-$296.3K
34,030
+2%
清仓
IJUN
INNOVATOR ETFS TRUST
-$296.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$295.4K
5,072
-5%
建仓
DMXF
ISHARES TR
+$290.3K
3,847
减持
QUAL
ISHARES TR
-$259.0K
16,646
-2%
增持
BFRZ
INNOVATOR ETFS TRUST
+$247.5K
20,565
+88%
建仓
ACII
INNOVATOR ETFS TRUST
+$247.1K
9,851
增持
XLK
SELECT SECTOR SPDR TR
-$246.5K
21,692
+1%
清仓
IEF
ISHARES TR
-$246.5K
0
-100%
建仓
BALT
INNOVATOR ETFS TRUST
+$245.6K
7,339
增持
IJAN
INNOVATOR ETFS TRUST
+$239.2K
13,138
+105%
增持
MSFT
MICROSOFT CORP
-$237.8K
3,320
+6%
建仓
EFG
ISHARES TR
+$237.5K
2,132
增持
IAGG
ISHARES TR
+$220.8K
10,059
+79%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$216.3K
9,236
-1%
减持
LLY
ELI LILLY & CO
-$214.8K
967
-7%
建仓
JNJ
JOHNSON & JOHNSON
+$212.8K
871
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$211.6K
6,991
-35%
清仓
VV
VANGUARD INDEX FDS
-$202.8K
0
-100%
减持
BDVL
BLACKROCK ETF TRUST
-$181.8K
70,304
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$177.5K
52,326
-6%
增持
IUSB
ISHARES TR
+$169.7K
23,477
+20%
增持
GOOG
ALPHABET INC
-$169.1K
3,647
+0%
减持
IEUR
ISHARES TR
-$165.2K
16,103
-8%
增持
TSLA
TESLA INC
-$155.1K
2,472
+0%
减持
GLDM
WORLD GOLD TR
-$149.7K
2,366
-36%
增持
SCHD
SCHWAB STRATEGIC TR
+$144.1K
82,240
+1%
增持
LQD
ISHARES TR
+$136.7K
9,598
+17%
增持
VLUE
ISHARES TR
+$124.7K
2,929
+45%
增持
CATF
AMERICAN CENTY ETF TR
+$112.1K
15,069
+19%
减持
IHI
ISHARES TR
-$106.0K
12,105
-2%
增持
NFLX
NETFLIX INC.
+$102.0K
8,570
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$94.2K
8,360
+9%
减持
LCTU
BLACKROCK ETF TRUST
-$90.9K
9,077
-6%
增持
IEFA
ISHARES TR
+$88.2K
19,044
+9%
减持
QQQ
INVESCO QQQ TR
-$87.4K
1,759
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$86.7K
7,206
-0%
增持
ESGU
ISHARES TR
-$84.3K
9,558
+1%
减持
DSI
ISHARES TR
-$81.2K
3,218
-10%
减持
MBB
ISHARES TR
-$79.8K
8,434
-8%
增持
JNK
SPDR SERIES TRUST
+$79.1K
6,772
+17%
减持
VTI
VANGUARD INDEX FDS
-$75.8K
1,462
-8%
增持
XLY
SELECT SECTOR SPDR TR
-$72.2K
6,434
+2%
增持
THRO
BLACKROCK ETF TRUST
-$67.5K
40,008
+3%
增持
EAGG
ISHARES TR
+$65.2K
6,663
+27%
减持
VUG
VANGUARD INDEX FDS
-$64.2K
612
-10%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$61.3K
760
-5%
减持
ITA
ISHARES TR
-$59.2K
3,407
-1%
增持
AMZN
AMAZON COM INC
-$58.7K
4,232
+7%
减持
IYW
ISHARES TR
-$57.1K
2,311
-2%
增持
ITOT
ISHARES TR
+$55.0K
2,354
+27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$54.4K
2,786
-3%
增持
BDYN
BLACKROCK ETF TRUST
-$52.7K
164,042
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$49.9K
7,194
+23%
减持
PSTP
INNOVATOR ETFS TRUST
-$48.4K
35,141
-1%
减持
ESGE
ISHARES INC
-$48.2K
6,353
-10%
增持
SCHB
SCHWAB STRATEGIC TR
-$45.7K
34,107
+1%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$45.6K
21,727
+7%
减持
JPM
JPMORGAN CHASE & CO
-$45.6K
3,038
-3%
增持
GOOGL
ALPHABET INC
-$43.2K
1,310
+4%
增持
SCHQ
SCHWAB STRATEGIC TR
+$43.0K
9,648
+19%
减持
IEMG
ISHARES INC
-$38.6K
12,548
-0%
减持
DIS
DISNEY WALT CO
-$37.3K
2,277
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$36.1K
9,015
+44%
减持
XLE
SELECT SECTOR SPDR TR
+$34.9K
6,918
-12%
增持
RING
ISHARES INC
-$33.3K
6,734
+10%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$33.3K
11,269
+3%
增持
IEV
ISHARES TR
-$32.5K
9,998
+1%
增持
MUB
ISHARES TR
+$32.1K
4,124
+9%
减持
SOXX
ISHARES TR
-$30.9K
1,667
-1%
减持
EVUS
ISHARES TR
-$30.4K
6,507
-9%
增持
USXF
ISHARES TR
-$29.6K
8,802
+1%
增持
XTEN
BONDBLOXX ETF TRUST
+$24.6K
7,681
+9%
增持
IVE
ISHARES TR
-$24.5K
5,988
+1%
减持
IWB
ISHARES TR
-$21.9K
895
-0%
减持
IOCT
INNOVATOR ETFS TRUST
-$20.7K
26,340
-0%
减持
URTH
ISHARES INC
-$18.9K
1,661
-1%
增持
SFLR
INNOVATOR ETFS TRUST
+$18.6K
11,505
+10%
增持
XLC
SELECT SECTOR SPDR TR
-$18.6K
8,851
+4%
增持
BINC
BLACKROCK ETF TRUST II
-$17.9K
19,348
+0%
减持
USMV
ISHARES TR
-$17.9K
5,397
-1%
增持
HACK
AMPLIFY ETF TR
-$15.5K
3,340
+1%
增持
AAPL
APPLE INC
+$15.1K
9,754
+1%
增持
BAI
BLACKROCK ETF TRUST
-$13.5K
47,072
+4%
减持
KJAN
INNOVATOR ETFS TRUST
-$13.3K
11,144
-0%
减持
SPAB
SPDR SERIES TRUST
-$12.5K
24,800
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$12.4K
14,031
-0%
增持
XAR
SPDR SERIES TRUST
-$10.9K
1,032
+6%
减持
TFI
SPDR SERIES TRUST
-$10.6K
4,634
-4%
减持
IVLU
ISHARES TR
-$8.8K
21,718
-0%
增持
SJNK
SPDR SERIES TRUST
-$6.8K
119,330
+2%
减持
ABBV
ABBVIE INC
-$6.8K
1,663
-0%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$6.7K
27,236
-0%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$6.7K
5,959
-1%
减持
EOCT
INNOVATOR ETFS TRUST
-$6.0K
6,561
-0%
增持
EWJ
ISHARES INC
+$5.9K
4,653
+2%
增持
SPMD
SPDR SERIES TRUST
-$5.5K
3,661
+1%
减持
RBUF
INNOVATOR ETFS TRUST
-$5.1K
7,122
-1%
增持
TLH
ISHARES TR
-$3.8K
7,858
+1%
减持
IBUF
INNOVATOR ETFS TRUST
-$3.7K
16,819
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.8K
20,218
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4K
9,147
+3%
增持
SUSC
ISHARES TR
-$881
12,713
+1%
