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FOUNDERS GROVE WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FOUNDERS GROVE WEALTH PARTNERS, LLC
报告期 2026-03-31 · CIK 0002046157
持仓数
162
前50大市值合计
$365.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 135 项
建仓 12
增持 47
减持 73
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$6.9M
89,620
+325%
增持
IGSB
ISHARES TR
+$2.3M
58,318
+268%
增持
AAPL
APPLE INC
+$2.1M
31,657
+9%
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
NVDA
NVIDIA CORPORATION
+$1.7M
20,803
+50%
减持
SUB
ISHARES TR
-$1.3M
33,512
-27%
减持
VGT
VANGUARD WORLD FD
+$1.0M
27,288
-6%
减持
IVW
ISHARES TR
+$975.1K
114,150
-2%
减持
BIL
SPDR SERIES TRUST
-$944.5K
236,706
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$903.9K
560,740
-2%
增持
IEI
ISHARES TR
+$844.7K
9,684
+269%
增持
MSFT
MICROSOFT CORP
+$784.6K
15,579
+6%
增持
TSLA
TESLA INC
+$778.8K
5,012
+10%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$777.7K
17,312
-47%
增持
SHY
ISHARES TR
+$748.5K
19,753
+84%
减持
XLK
SELECT SECTOR SPDR TR
+$729.3K
36,817
-3%
减持
VUG
VANGUARD INDEX FDS
+$662.8K
44,754
-6%
增持
SHV
ISHARES TR
+$657.7K
7,963
+296%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$656.7K
154,004
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$602.6K
162,246
-6%
建仓
LQD
ISHARES TR
+$591.8K
5,309
减持
VV
VANGUARD INDEX FDS
+$561.6K
46,723
-4%
增持
GOOGL
ALPHABET INC
+$516.1K
5,568
+17%
减持
XLV
SELECT SECTOR SPDR TR
-$487.8K
8,853
-31%
减持
MUB
ISHARES TR
-$479.4K
8,862
-35%
增持
IVE
ISHARES TR
+$476.5K
27,224
+3%
减持
VCR
VANGUARD WORLD FD
+$445.1K
20,816
-3%
建仓
MA
MASTERCARD INCORPORATED
+$428.9K
754
减持
LLY
ELI LILLY & CO
-$423.2K
21,370
-0%
增持
IJH
ISHARES TR
+$413.9K
89,523
+2%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$405.9K
196,339
-12%
增持
GOOG
ALPHABET INC
+$392.7K
4,627
+12%
建仓
IEF
ISHARES TR
+$387.9K
4,021
减持
EFA
ISHARES TR
-$378.0K
49,160
-12%
增持
META
META PLATFORMS INC
+$344.0K
977
+93%
减持
BINC
BLACKROCK ETF TRUST II
-$343.9K
163,885
-5%
增持
JNJ
JOHNSON & JOHNSON
+$342.6K
7,280
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$331.8K
2,234
+37%
增持
AMZN
AMAZON COM INC
+$316.8K
7,166
+25%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$316.1K
1,971
+90%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$314.0K
31,730
-14%
增持
VHT
VANGUARD WORLD FD
+$312.3K
25,760
+0%
减持
VTV
VANGUARD INDEX FDS
+$304.3K
43,226
-2%
增持
AVGO
BROADCOM INC
+$300.0K
2,583
+29%
增持
VUSB
VANGUARD BD INDEX FDS
+$296.7K
221,737
+2%
减持
SGOV
ISHARES TR
-$288.6K
2,236
-56%
减持
VYM
VANGUARD WHITEHALL FDS
+$276.7K
53,683
-2%
减持
IWM
ISHARES TR
-$273.5K
8,439
-21%
增持
IJS
ISHARES TR
+$272.1K
5,842
+55%
建仓
CAT
CATERPILLAR INC
+$262.4K
550
减持
VOX
VANGUARD WORLD FD
+$240.9K
27,577
-4%
建仓
T
AT&T INC
+$239.6K
8,483
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$233.8K
1,413
增持
IJJ
ISHARES TR
+$232.6K
16,561
+7%
建仓
DVY
ISHARES TR
+$223.9K
1,576
减持
XLY
SELECT SECTOR SPDR TR
+$214.8K
10,275
-1%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$213.3K
1,275
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$210.5K
0
-100%
建仓
MCK
MCKESSON CORP
+$208.2K
270
减持
VIS
VANGUARD WORLD FD
+$208.2K
23,921
-3%
建仓
MCD
MCDONALDS CORP
+$206.3K
679
减持
IEMG
ISHARES INC
+$205.6K
36,256
-0%
清仓
SYK
STRYKER CORPORATION
-$201.0K
0
-100%
建仓
COR
CENCORA INC
+$200.6K
642
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$200.6K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$200.5K
1,099
减持
NSC
NORFOLK SOUTHN CORP
+$175.1K
4,315
-1%
增持
HD
HOME DEPOT INC
+$173.5K
2,472
+9%
减持
XLP
SELECT SECTOR SPDR TR
-$164.1K
9,205
-16%
增持
JPM
JPMORGAN CHASE & CO
+$159.1K
2,996
+11%
增持
MPC
MARATHON PETE CORP
+$156.7K
5,739
+0%
减持
VDC
VANGUARD WORLD FD
-$154.9K
13,491
-3%
减持
SPTI
SPDR SERIES TRUST
-$148.2K
10,871
-32%
增持
ORCL
ORACLE CORP
+$147.3K
1,920
+7%
减持
VOE
VANGUARD INDEX FDS
+$144.9K
17,930
-1%
减持
VB
VANGUARD INDEX FDS
+$141.1K
11,537
-2%
减持
IVV
ISHARES TR
+$131.0K
2,732
-0%
减持
DON
WISDOMTREE TR
+$130.5K
60,004
-0%
增持
ABBV
ABBVIE INC
+$129.5K
2,473
+4%
减持
EEM
ISHARES TR
+$128.1K
26,160
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$126.9K
18,310
-14%
减持
VO
VANGUARD INDEX FDS
+$125.9K
18,275
-2%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$125.6K
1,672
-2%
减持
SMMU
PIMCO ETF TR
-$119.6K
17,511
-13%
减持
SLYV
SPDR SERIES TRUST
+$118.1K
14,906
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$106.7K
2,382
+24%
增持
BAC
BANK AMERICA CORP
+$104.8K
12,067
+10%
减持
VDE
VANGUARD WORLD FD
+$99.1K
20,548
-2%
减持
VOO
VANGUARD INDEX FDS
+$95.2K
15,274
-6%
减持
IXG
ISHARES TR
+$88.3K
16,399
-0%
增持
PG
PROCTER AND GAMBLE CO
+$84.6K
7,878
+11%
减持
VPU
VANGUARD WORLD FD
+$83.8K
7,811
-1%
减持
IJT
ISHARES TR
-$83.3K
7,803
-13%
减持
PM
PHILIP MORRIS INTL INC
-$80.6K
3,861
-1%
增持
AXP
AMERICAN EXPRESS CO
+$75.3K
1,261
+17%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$69.3K
75,320
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$67.4K
484
+6%
减持
XLC
SELECT SECTOR SPDR TR
+$67.4K
7,589
-1%
减持
DES
WISDOMTREE TR
+$64.8K
62,748
-3%
减持
TXN
TEXAS INSTRS INC
-$64.1K
1,179
-13%
减持
IJK
ISHARES TR
-$63.6K
28,864
-7%
增持
HON
HONEYWELL INTL INC
+$63.0K
1,608
+36%
减持
SPY
SPDR S&P 500 ETF TR
-$60.6K
3,579
-10%
减持
VBR
VANGUARD INDEX FDS
+$58.1K
6,320
-2%
减持
—
EXXON MOBIL CORP
-$58.0K
8,403
-10%
减持
VFH
VANGUARD WORLD FD
-$56.2K
57,058
-4%
减持
SDY
SPDR SERIES TRUST
+$56.1K
33,001
-2%
增持
MO
ALTRIA GROUP INC
+$52.6K
5,781
+3%
减持
VAW
VANGUARD WORLD FD
+$51.7K
6,440
-1%
减持
IJR
ISHARES TR
-$49.7K
19,057
-10%
减持
VBK
VANGUARD INDEX FDS
+$49.4K
4,678
-4%
增持
MRK
MERCK & CO INC
+$47.8K
3,579
+12%
减持
XLF
SELECT SECTOR SPDR TR
+$41.8K
34,467
-1%
增持
ABT
ABBOTT LABS
+$33.7K
4,658
+7%
减持
XLI
SELECT SECTOR SPDR TR
+$32.5K
8,612
-2%
减持
VOT
VANGUARD INDEX FDS
-$28.5K
11,493
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$27.5K
1,996
+7%
增持
V
VISA INC
-$27.2K
2,975
+1%
减持
TPLC
TIMOTHY PLAN
-$25.5K
9,639
-8%
增持
AFL
AFLAC INC
+$25.4K
3,480
+1%
减持
AIVL
WISDOMTREE TR
+$24.0K
24,737
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$21.7K
704
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$21.6K
1,924
+0%
增持
—
JOHNSON CTLS INTL PLC
+$21.3K
2,269
+5%
增持
COF
CAPITAL ONE FINL CORP
+$20.6K
1,445
+7%
减持
VNQ
VANGUARD INDEX FDS
+$19.2K
14,719
-1%
减持
SYY
SYSCO CORP
+$15.8K
2,698
-1%
减持
CATH
GLOBAL X FDS
-$15.7K
5,779
-10%
增持
COST
COSTCO WHSL CORP NEW
+$13.8K
263
+13%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$10.6K
950
-6%
减持
TFC
TRUIST FINL CORP
-$10.2K
7,524
-9%
增持
KO
COCA COLA CO
+$9.2K
8,090
+9%
增持
CSCO
CISCO SYS INC
-$6.2K
6,488
+0%
减持
FERG
FERGUSON ENTERPRISES INC
-$5.3K
1,298
-5%
减持
ECL
ECOLAB INC
+$3.0K
803
-0%
增持
NFLX
NETFLIX INC
+$2.4K
365
+12%
