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SMART Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SMART Wealth LLC

报告期 2026-03-31 · CIK 0002044723

持仓数

207

前50大市值合计

$220.4M

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 23Q3 23Q2 23Q1 22Q4

23Q1 调仓2022-12-31 → 2023-03-31 · 共 83 项建仓 3增持 11减持 52清仓 17

方向

标的

Δ市值

现股数(环比)

减持

SPTS SPDR SER TR

-$8.6M

524,093 -37%

减持

SPSB SPDR SER TR

-$4.1M

38,596 -78%

增持

FIAX TIDAL ETF TR II

+$3.6M

280,133 +172%

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

SPY SPDR S&P 500 ETF TR

-$2.5M

1,897 -78%

建仓

PPA INVESCO EXCHANGE TRADED FD T

+$2.1M

26,132

增持

SPIP SPDR SER TR

+$1.4M

118,499 +76%

增持

SPTI SPDR SER TR

+$1.4M

270,949 +18%

减持

XLP SELECT SECTOR SPDR TR

-$1.0M

19,068 -42%

减持

SPHY SPDR SER TR

-$970.4K

51,429 -47%

减持

XLE SELECT SECTOR SPDR TR

-$958.9K

5,947 -64%

清仓

SJNK SPDR SER TR

-$801.6K

0 -100%

增持

ZROZ PIMCO ETF TR

+$765.0K

16,093 +81%

建仓

KWEB KRANESHARES TR

+$748.2K

23,987

减持

BIV VANGUARD BD INDEX FDS

-$725.8K

13,870 -42%

减持

BSV VANGUARD BD INDEX FDS

-$682.1K

17,869 -34%

清仓

DBA INVESCO DB MULTI-SECTOR COMM

-$663.2K

0 -100%

增持

VMBS VANGUARD SCOTTSDALE FDS

+$539.9K

58,284 +22%

减持

XLU SELECT SECTOR SPDR TR

-$537.4K

15,263 -31%

清仓

IVV ISHARES TR

-$496.1K

0 -100%

清仓

BIL SPDR SER TR

-$494.0K

0 -100%

清仓

— STORE CAP CORP

-$449.1K

0 -100%

建仓

UUP INVESCO DB US DLR INDEX TR

+$436.7K

15,665

减持

DJAN FIRST TR EXCHNG TRADED FD VI

-$423.7K

105,029 -14%

减持

DOCT FIRST TR EXCHNG TRADED FD VI

-$419.1K

98,959 -16%

减持

BNO UNITED STS BRENT OIL FD LP

-$413.8K

9,236 -60%

清仓

XLF SELECT SECTOR SPDR TR

-$410.7K

0 -100%

减持

DAPR FIRST TR EXCHNG TRADED FD VI

-$394.8K

110,795 -11%

清仓

XLK SELECT SECTOR SPDR TR

-$364.6K

0 -100%

减持

DJUL FIRST TR EXCHNG TRADED FD VI

-$350.7K

102,089 -14%

减持

FAPR FIRST TR EXCHNG TRADED FD VI

-$348.0K

107,263 -14%

减持

XLV SELECT SECTOR SPDR TR

-$345.7K

16,810 -9%

增持

GLD SPDR GOLD TR

+$334.9K

7,232 +24%

减持

MUB ISHARES TR

-$322.9K

3,790 -45%

减持

AAPL APPLE INC

+$297.7K

10,801 -5%

增持

MSFT MICROSOFT CORP

+$294.8K

3,029 +26%

减持

OZ BELPOINTE PREP LLC

-$285.4K

3,935 -40%

清仓

SCHG SCHWAB STRATEGIC TR

-$276.8K

0 -100%

减持

FOCT FIRST TR EXCHNG TRADED FD VI

-$261.3K

96,199 -13%

清仓

COPX GLOBAL X FDS

-$251.5K

0 -100%

减持

FJAN FIRST TR EXCHNG TRADED FD VI

-$245.7K

98,523 -12%

清仓

HST HOST HOTELS & RESORTS INC

-$241.5K

0 -100%

清仓

RHP RYMAN HOSPITALITY PPTYS INC

-$240.9K

0 -100%

减持

FJUL FIRST TR EXCHNG TRADED FD VI

-$240.3K

93,814 -11%

清仓

MCD MCDONALDS CORP

-$230.9K

0 -100%

清仓

SPYV SPDR SER TR

-$230.0K

0 -100%

清仓

RVTY PERKINELMER INC

-$210.3K

0 -100%

清仓

SPYG SPDR SER TR

-$209.4K

0 -100%

清仓

SCHW SCHWAB CHARLES CORP

-$207.5K

0 -100%

清仓

SPYM SPDR SER TR

-$204.8K

0 -100%

减持

UNP UNION PAC CORP

-$189.3K

1,624 -35%

增持

GDX VANECK ETF TRUST

+$180.2K

16,704 +33%

减持

QMAR FIRST TR EXCHNG TRADED FD VI

+$174.4K

121,415 -9%

减持

FAAR FIRST TR EXCHANGE TRAD FD VI

-$163.8K

38,529 -12%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$158.7K

51,319 -8%

减持

UNH UNITEDHEALTH GROUP INC

-$152.8K

1,862 -4%

减持

FTLS FIRST TR EXCH TRADED FD III

-$151.1K

26,456 -14%

减持

FMF FIRST TR EXCHANGE-TRADED FD

-$144.6K

23,258 -11%

减持

NTRL FIRST TR EXCH TRADED FD III

-$114.0K

45,297 -11%

减持

BGLD FIRST TR EXCHANGE-TRADED FD

-$111.0K

82,678 -12%

减持

FISV FISERV INC

-$103.8K

8,622 -19%

减持

PEP PEPSICO INC

-$86.7K

1,197 -29%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$84.2K

7,663 +4%

减持

IWX ISHARES TR

-$71.5K

3,563 -24%

减持

QDEC FIRST TR EXCHNG TRADED FD VI

+$66.3K

124,880 -9%

减持

JNJ JOHNSON & JOHNSON

-$64.8K

1,817 -7%

减持

DBB INVESCO DB MULTI-SECTOR COMM

-$62.1K

21,782 -16%

减持

VOO VANGUARD INDEX FDS

-$57.2K

983 -19%

减持

QSPT FIRST TR EXCHNG TRADED FD VI

+$53.5K

133,686 -12%

减持

SLV ISHARES SILVER TR

-$47.1K

22,832 -9%

减持

APLE APPLE HOSPITALITY REIT INC

-$39.4K

24,876 -8%

减持

AMGN AMGEN INC

-$37.8K

1,292 -3%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$31.0K

3,448 +1%

减持

AMZN AMAZON COM INC

-$29.5K

2,338 -28%

减持

IAU ISHARES GOLD TR

-$29.1K

10,738 -14%

减持

IWY ISHARES TR

-$26.5K

2,085 -21%

减持

SIVR ABRDN SILVER ETF TRUST

-$26.3K

10,833 -10%

减持

TXN TEXAS INSTRS INC

+$25.1K

1,684 -3%

减持

LMT LOCKHEED MARTIN CORP

-$19.7K

511 -5%

减持

SIL GLOBAL X FDS

-$18.6K

7,766 -15%

减持

BND VANGUARD BD INDEX FDS

-$16.9K

12,191 -4%

减持

QJUN FIRST TR EXCHNG TRADED FD VI

+$14.0K

125,100 -13%

减持

COST COSTCO WHSL CORP NEW

+$7.6K

776 -6%

增持

PG PROCTER AND GAMBLE CO

+$4.1K

1,592 +4%