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Ariadne Wealth Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ariadne Wealth Management, LP
报告期 2026-03-31 · CIK 0002034793
持仓数
248
前50大市值合计
$144.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
建仓 37
增持 47
减持 45
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
AVDV
AMERICAN CENTY ETF TR
+$3.0M
40,409
+172%
减持
AVDS
AMERICAN CENTY ETF TR
-$2.3M
12,244
-75%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
21,249
+252%
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
AVSC
AMERICAN CENTY ETF TR
-$1.5M
5,792
-82%
减持
ICSH
ISHARES TR
-$1.1M
73,279
-24%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$1.0M
0
-100%
增持
TOTL
SSGA ACTIVE ETF TR
+$904.6K
42,334
+112%
增持
DFAT
DIMENSIONAL ETF TRUST
+$896.4K
104,100
+0%
增持
MSFT
MICROSOFT CORP
-$846.9K
8,899
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$735.4K
162,914
-1%
建仓
CLOI
VANECK ETF TRUST
+$653.5K
12,353
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$581.0K
16,264
+101%
减持
DFAR
DIMENSIONAL ETF TRUST
-$569.2K
46,502
-37%
减持
DFIV
DIMENSIONAL ETF TRUST
+$559.9K
77,997
-0%
增持
LRCX
LAM RESEARCH CORP
+$536.5K
5,624
+13%
减持
AVDE
AMERICAN CENTY ETF TR
+$521.0K
72,830
-3%
增持
FIX
COMFORT SYS USA INC
+$482.6K
946
+14%
清仓
HOOD
ROBINHOOD MKTS INC
-$475.8K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$463.8K
2,054
+26%
减持
DFIC
DIMENSIONAL ETF TRUST
+$452.9K
149,889
-4%
减持
AMZN
AMAZON COM INC
-$428.8K
10,870
-1%
清仓
CME
CME GROUP INC
-$407.2K
0
-100%
减持
SNOW
SNOWFLAKE INC
-$392.1K
3,074
-14%
清仓
ZS
ZSCALER INC
-$385.4K
0
-100%
增持
CNC
CENTENE CORP DEL
+$375.7K
17,285
+107%
建仓
NEM
NEWMONT CORP
+$370.9K
3,140
建仓
FCX
FREEPORT-MCMORAN INC
+$363.6K
5,861
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$361.5K
10,086
清仓
SHOP
SHOPIFY INC
-$351.1K
0
-100%
增持
WDC
WESTERN DIGITAL CORP
+$343.2K
1,997
+40%
增持
ORCL
ORACLE CORP
-$340.3K
6,091
+2%
减持
RBLX
ROBLOX CORP
-$333.5K
4,682
-25%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$323.3K
0
-100%
增持
FDX
FEDEX CORP
+$317.4K
2,598
+8%
减持
INTU
INTUIT
-$314.9K
674
-25%
建仓
MKTX
MARKETAXESS HLDGS INC
+$310.0K
1,747
清仓
AMD
ADVANCED MICRO DEVICES INC
-$309.0K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$308.2K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$304.7K
478
清仓
ADBE
ADOBE INC
-$303.6K
0
-100%
减持
DFIS
DIMENSIONAL ETF TRUST
+$299.1K
90,535
-4%
增持
AVEM
AMERICAN CENTY ETF TR
+$297.5K
32,850
+1%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$294.6K
1,344
清仓
MCD
MCDONALDS CORP
-$292.5K
0
-100%
清仓
DASH
DOORDASH INC
-$290.3K
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
+$284.8K
59,930
-2%
建仓
CMCSA
COMCAST CORP NEW
+$284.1K
8,927
清仓
PYPL
PAYPAL HLDGS INC
-$276.2K
0
-100%
建仓
EXEL
EXELIXIS INC
+$270.0K
6,323
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$263.4K
611
清仓
AMT
AMERICAN TOWER CORP NEW
-$263.0K
0
-100%
建仓
SKM
SK TELECOM CO LTD
+$261.8K
8,506
增持
GOOG
ALPHABET INC
+$257.6K
8,074
+1%
建仓
FIVE
FIVE BELOW INC
+$257.0K
1,277
增持
META
META PLATFORMS INC
+$256.8K
3,974
+4%
清仓
—
ELASTIC N V
-$255.9K
0
-100%
建仓
RIO
RIO TINTO PLC
+$255.5K
2,609
建仓
PG
PROCTER AND GAMBLE CO
+$254.2K
1,567
增持
EIX
EDISON INTL
+$251.8K
7,689
+63%
建仓
WWD
WOODWARD INC
+$248.8K
654
减持
PANW
PALO ALTO NETWORKS INC
-$247.4K
2,803
-18%
增持
CIEN
CIENA CORP
+$246.8K
2,187
+8%
建仓
HON
HONEYWELL INTL INC
+$244.6K
1,020
增持
GILD
GILEAD SCIENCES INC
+$243.2K
6,679
+8%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$241.7K
0
-100%
减持
GOOGL
ALPHABET INC
+$240.7K
10,237
-2%
减持
FICO
FAIR ISAAC CORP
-$240.2K
188
-34%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$238.5K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$238.4K
3,430
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$236.1K
1,610
-25%
建仓
CMI
CUMMINS INC
+$232.6K
395
建仓
TER
TERADYNE INC
+$228.6K
735
建仓
MLI
MUELLER INDS INC
+$226.8K
1,908
增持
NFLX
NETFLIX INC
-$225.8K
4,449
+812%
建仓
—
CARNIVAL CORP
+$224.5K
6,888
建仓
NTNX
NUTANIX INC
+$224.0K
5,446
增持
DFEM
DIMENSIONAL ETF TRUST
+$222.4K
43,513
+5%
增持
GEV
GE VERNOVA INC
+$221.6K
614
+23%
建仓
VUG
VANGUARD INDEX FDS
+$221.3K
481
增持
PCG
PG&E CORP
+$221.1K
26,172
+83%
建仓
AA
ALCOA CORP
+$220.3K
3,640
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$217.1K
456
建仓
HAS
HASBRO INC
+$216.6K
2,133
建仓
MRSH
MARSH & MCLENNAN COS INC
+$216.1K
1,247
建仓
CARR
CARRIER GLOBAL CORPORATION
+$213.8K
3,295
清仓
EBAY
EBAY INC.
-$213.5K
0
-100%
建仓
TXT
TEXTRON INC
+$211.2K
2,139
建仓
GTLB
GITLAB INC
+$210.7K
7,122
清仓
VEEV
VEEVA SYS INC
-$210.6K
0
-100%
建仓
FLR
FLUOR CORP NEW
+$209.8K
4,593
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$209.0K
694
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$208.4K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$208.2K
1,562
+14%
清仓
BBY
BEST BUY INC
-$208.0K
0
-100%
清仓
ADSK
AUTODESK INC
-$207.1K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$206.4K
297
建仓
SPG
SIMON PPTY GROUP INC NEW
+$206.2K
1,077
建仓
CFG
CITIZENS FINL GROUP INC
+$203.1K
3,115
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$201.1K
896
增持
MRK
MERCK & CO INC
+$198.3K
6,572
+4%
增持
PM
PHILIP MORRIS INTL INC
+$195.9K
2,221
+54%
增持
SCCO
SOUTHERN COPPER CORP
+$185.9K
2,565
+5%
减持
LYFT
LYFT INC
-$184.3K
11,446
-18%
减持
AAPL
APPLE INC
-$180.2K
10,693
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$177.7K
28,996
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$172.7K
2,720
-7%
增持
TXN
TEXAS INSTRS INC
+$171.0K
2,446
+6%
增持
EME
EMCOR GROUP INC
+$170.7K
520
+36%
减持
AVGO
BROADCOM INC
-$170.2K
9,516
-3%
建仓
F
FORD MTR CO
+$170.1K
12,149
减持
WF
WOORI FINL GROUP INC
+$165.1K
7,004
-1%
减持
DDOG
DATADOG INC
-$164.5K
2,220
-7%
减持
VRT
VERTIV HOLDINGS CO
+$154.0K
2,270
-3%
减持
ABBV
ABBVIE INC
-$148.9K
5,019
-10%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$147.4K
16,753
-0%
增持
—
EXXON MOBIL CORP
+$141.8K
3,252
+11%
增持
JXN
JACKSON FINANCIAL INC
+$141.1K
5,911
+7%
增持
KLAC
KLA CORP
+$139.4K
470
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$136.8K
1,041
-7%
减持
DFAC
DIMENSIONAL ETF TRUST
+$134.5K
135,002
-3%
增持
UMC
UNITED MICROELECTRONICS CORP
+$134.3K
42,006
+0%
减持
TPR
TAPESTRY INC
+$132.6K
2,933
-6%
减持
QCOM
QUALCOMM INC
-$126.9K
3,005
-3%
增持
WMT
WALMART INC
+$125.1K
3,474
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$123.9K
1,134
-15%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$119.5K
31,128
+2%
增持
T
AT&T INC
+$111.6K
36,343
+0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$110.3K
677
-4%
增持
PNC
PNC FINL SVCS GROUP INC
+$109.3K
1,880
+7%
减持
JNJ
JOHNSON & JOHNSON
+$108.6K
3,173
-7%
减持
PEP
PEPSICO INC
-$108.0K
1,806
-36%
增持
KEP
KOREA ELEC PWR CORP
+$108.0K
19,438
+6%
减持
NVS
NOVARTIS AG
+$106.7K
5,319
-7%
增持
CALI
BLACKROCK ETF TRUST II
+$106.5K
128,176
+1%
减持
BKNG
BOOKING HOLDINGS INC
-$106.4K
105
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$105.0K
12,294
+0%
增持
VTV
VANGUARD INDEX FDS
+$102.2K
2,867
+11%
减持
SHG
SHINHAN FINANCIAL GROUP CO L
+$101.7K
6,752
-1%
减持
ADT
ADT INC DEL
-$100.1K
17,062
-38%
减持
PL
PLANET LABS PBC
+$98.8K
10,637
-5%
增持
C
CITIGROUP INC
+$96.7K
5,004
+10%
增持
VLUE
ISHARES TR
+$95.0K
4,928
+0%
减持
NVDA
NVIDIA CORPORATION
-$94.9K
33,449
-2%
减持
PFF
ISHARES TR
-$92.4K
49,850
-7%
减持
BWA
BORGWARNER INC
+$91.6K
5,740
-10%
增持
GE
GE AEROSPACE
+$89.3K
1,831
+15%
增持
ADI
ANALOG DEVICES INC
+$89.1K
927
+1%
减持
IWF
ISHARES TR
-$88.9K
1,294
-9%
增持
GM
GENERAL MTRS CO
+$88.5K
10,991
+0%
增持
DINO
HF SINCLAIR CORP
+$86.5K
6,970
+20%
