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Brady Martz Wealth Solutions, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Brady Martz Wealth Solutions, LLC
报告期 2026-03-31 · CIK 0002049470
持仓数
195
前50大市值合计
$464.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 131 项
建仓 4
增持 51
减持 71
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
VTI
VANGUARD INDEX FDS
+$9.4M
34,243
减持
SCHG
SCHWAB STRATEGIC TR
-$4.5M
1,100,380
-6%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.5M
137,125
+117%
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
ITOT
ISHARES TR
+$3.7M
202,410
+23%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.3M
156,070
+77%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.1M
99,770
+65%
增持
BSVO
EA SERIES TRUST
+$2.9M
324,035
+103%
增持
VTIP
VANGUARD MALVERN FDS
+$2.7M
105,404
+101%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.6M
241,095
+66%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.5M
167,872
+87%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.9M
153,985
+71%
增持
IDEV
ISHARES TR
+$1.9M
72,747
+48%
减持
AVGO
BROADCOM INC
-$1.5M
24,826
-1%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.3M
110,617
-1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.2M
40,034
+162%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.2M
362,081
-15%
减持
IDOG
ALPS ETF TR
+$977.2K
348,098
-0%
减持
NVDA
NVIDIA CORPORATION
-$824.6K
34,610
-0%
减持
EFV
ISHARES TR
+$744.1K
111,404
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$727.8K
1,030,824
-4%
减持
SPTL
SPDR SER TR
-$604.0K
165,628
-17%
减持
TSLA
TESLA INC
-$584.3K
4,198
-0%
减持
SLYG
SPDR SER TR
-$554.5K
37,653
-7%
减持
IWP
ISHARES TR
-$526.5K
40,266
-2%
减持
SCHV
SCHWAB STRATEGIC TR
-$469.2K
1,588,699
-3%
增持
CWI
SPDR INDEX SHS FDS
+$404.6K
186,156
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
+$338.0K
86,483
-0%
增持
IDV
ISHARES TR
+$330.9K
84,778
+1%
减持
IWF
ISHARES TR
-$327.0K
6,370
-4%
减持
MDYG
SPDR SER TR
-$317.9K
13,147
-15%
清仓
VGT
VANGUARD WORLD FD
-$312.9K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$308.0K
48,696
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$289.5K
8,967
+1%
减持
MDYV
SPDR SER TR
-$285.0K
19,758
-11%
减持
KO
COCA COLA CO
+$281.7K
31,497
-1%
增持
GOOGL
ALPHABET INC
-$281.3K
8,316
+1%
建仓
QUAL
ISHARES TR
+$278.6K
1,630
减持
MUB
ISHARES TR
-$267.5K
24,862
-9%
清仓
GOOG
ALPHABET INC
-$261.2K
0
-100%
增持
AMZN
AMAZON COM INC
-$244.6K
9,004
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$243.8K
124,745
-1%
清仓
AGG
ISHARES TR
-$237.8K
0
-100%
减持
IWN
ISHARES TR
-$233.0K
17,862
-0%
增持
MSFT
MICROSOFT CORP
-$228.2K
6,650
+1%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$225.1K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$224.3K
777,421
-5%
减持
ECG
EVERUS CONSTR GROUP
-$223.0K
6,701
-1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$220.5K
1,013
减持
IWS
ISHARES TR
-$215.6K
33,632
-2%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$214.7K
2,914
减持
MO
ALTRIA GROUP INC
+$214.6K
26,409
-1%
增持
ABBV
ABBVIE INC
+$208.4K
6,023
+0%
清仓
WMT
WALMART INC
-$203.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$196.4K
2,275
+1%
减持
AMGN
AMGEN INC
+$193.6K
4,619
-1%
减持
LLY
ELI LILLY & CO
-$191.7K
794
-30%
减持
USB
US BANCORP DEL
-$190.9K
27,300
-0%
增持
NOW
SERVICENOW INC
-$190.3K
818
+0%
减持
MRK
MERCK & CO INC
-$189.6K
17,803
-1%
减持
AAPL
APPLE INC
-$186.1K
15,151
-0%
增持
IEMG
ISHARES INC
+$178.5K
56,415
+1%
减持
TXN
TEXAS INSTRS INC
-$174.7K
11,049
-1%
减持
AVEM
AMERICAN CENTY ETF TR
-$161.9K
17,815
-17%
减持
V
VISA INC
+$158.6K
3,919
-0%
增持
SLYV
SPDR SER TR
-$152.9K
24,582
+3%
增持
SUB
ISHARES TR
+$143.4K
9,629
+16%
增持
HD
HOME DEPOT INC
-$132.4K
6,575
+2%
增持
JNJ
JOHNSON & JOHNSON
+$131.1K
6,144
+0%
增持
—
EXXON MOBIL CORP
+$126.1K
12,930
+0%
增持
SPYV
SPDR SER TR
+$121.0K
61,209
+4%
减持
CVX
CHEVRON CORP NEW
+$119.0K
13,233
-1%
减持
CRM
SALESFORCE INC
-$116.5K
2,018
-1%
减持
VXUS
VANGUARD STAR FDS
+$115.8K
37,380
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$114.1K
2,578
-1%
增持
HYMB
SPDR SER TR
+$96.2K
432,044
+1%
增持
BAC
BANK AMERICA CORP
-$96.2K
25,246
+1%
减持
PFE
PFIZER INC
-$93.8K
56,448
-2%
减持
VOE
VANGUARD INDEX FDS
-$90.3K
21,618
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$88.2K
4,718
-2%
增持
DON
WISDOMTREE TR
-$84.0K
56,051
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$82.8K
26,932
+1%
减持
T
AT&T INC
+$81.8K
12,662
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$78.2K
48,325
-0%
减持
EOG
EOG RES INC
-$78.0K
8,886
-1%
减持
KNF
KNIFE RIVER CORP
-$76.4K
6,634
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$70.1K
24,614
+2%
减持
VUG
VANGUARD INDEX FDS
-$67.7K
2,003
-0%
减持
HYD
VANECK ETF TRUST
-$60.7K
63,851
-1%
增持
AXP
AMERICAN EXPRESS CO
-$56.0K
1,798
+0%
增持
DE
DEERE & CO
+$55.4K
1,456
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$54.4K
899
-0%
增持
—
ACCENTURE PLC IRELAND
-$52.9K
1,621
+1%
增持
CMI
CUMMINS INC
-$51.4K
1,024
+0%
减持
MMM
3M CO
+$50.8K
6,389
-1%
减持
PG
PROCTER AND GAMBLE CO
+$50.4K
6,002
-1%
增持
META
META PLATFORMS INC
-$49.8K
2,982
+0%
减持
CSCO
CISCO SYS INC
+$46.3K
24,121
-1%
增持
—
LINDE PLC
+$46.1K
1,145
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$46.0K
3,638
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$43.3K
1,031
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$42.6K
139,301
+0%
减持
MDU
MDU RES GROUP INC
-$40.3K
26,840
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$39.8K
1,792
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$35.8K
11,353
-0%
减持
BLK
BLACKROCK INC
-$34.9K
1,907
-0%
增持
SNPS
SYNOPSYS INC
-$34.6K
570
+0%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$34.2K
238,492
-1%
减持
FAST
FASTENAL CO
+$33.4K
9,748
-1%
增持
MA
MASTERCARD INCORPORATED
+$33.1K
831
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$31.2K
156
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$28.9K
4,764
+0%
减持
ADBE
ADOBE INC
-$26.6K
898
-0%
增持
FMB
FIRST TR EXCH TRADED FD III
+$25.4K
128,230
+1%
增持
IVW
ISHARES TR
-$23.0K
3,002
+0%
减持
PEP
PEPSICO INC
+$23.0K
11,122
-2%
减持
COST
COSTCO WHSL CORP NEW
+$22.8K
1,236
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$22.7K
4,293
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$22.6K
55,503
+0%
减持
XYLD
GLOBAL X FDS
-$22.5K
9,159
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$22.0K
2,942
-12%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$21.4K
10,323
-6%
减持
LRCX
LAM RESEARCH CORP
-$20.3K
4,318
-3%
减持
VBR
VANGUARD INDEX FDS
-$17.7K
1,283
-0%
减持
COP
CONOCOPHILLIPS
-$17.0K
8,290
-2%
减持
VLO
VALERO ENERGY CORP
-$15.0K
5,212
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$13.4K
4,559
+10%
减持
MUNI
PIMCO ETF TR
-$7.7K
26,481
-1%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$7.3K
8,819
-5%
增持
INTU
INTUIT
-$4.6K
550
+0%
增持
WFC
WELLS FARGO CO NEW
+$3.7K
4,736
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
-$3.6K
5,386
+4%
