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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 143 项
建仓 11
增持 47
减持 81
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$22.7M
350,866
+73%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$8.8M
283,187
+107%
增持
BSVO
EA SERIES TRUST
+$6.9M
645,963
+99%
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
SCHD
SCHWAB STRATEGIC TR
-$6.4M
845,526
-18%
增持
DFSD
DIMENSIONAL ETF TRUST
+$6.3M
285,564
+83%
建仓
SPTM
SPDR SER TR
+$5.8M
77,581
增持
DFNM
DIMENSIONAL ETF TRUST
+$5.5M
156,680
+291%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.4M
143,518
+44%
增持
VTIP
VANGUARD MALVERN FDS
+$4.1M
186,159
+77%
减持
SCHZ
SCHWAB STRATEGIC TR
-$4.0M
188,746
-48%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.0M
268,086
+60%
减持
SCHV
SCHWAB STRATEGIC TR
-$3.6M
1,396,345
-12%
增持
DIHP
DIMENSIONAL ETF TRUST
+$3.4M
257,652
+67%
增持
IDEV
ISHARES TR
+$3.0M
105,969
+46%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.0M
316,458
+31%
减持
SPTL
SPDR SER TR
-$2.8M
65,262
-61%
减持
AVGO
BROADCOM INC
+$2.6M
24,380
-2%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.5M
858,063
-22%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$2.0M
68,356
减持
AVUV
AMERICAN CENTY ETF TR
-$1.9M
84,662
-23%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.8M
41,191
+131%
减持
NVDA
NVIDIA CORPORATION
+$1.7M
34,190
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.5M
70,030
+160%
增持
QUAL
ISHARES TR
+$1.2M
8,075
+395%
减持
MUB
ISHARES TR
-$1.1M
15,035
-40%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
18,058
增持
VTI
VANGUARD INDEX FDS
+$1.0M
34,343
+0%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$782.0K
206,903
-13%
减持
FMB
FIRST TR EXCH TRADED FD III
-$673.3K
116,265
-9%
减持
SCHF
SCHWAB STRATEGIC TR
+$636.3K
724,600
-7%
建仓
IQLT
ISHARES TR
+$627.0K
14,508
增持
EFV
ISHARES TR
+$609.4K
113,036
+1%
增持
CWI
SPDR INDEX SHS FDS
+$589.2K
186,640
+0%
减持
IDOG
ALPS ETF TR
+$586.0K
342,116
-2%
减持
IWP
ISHARES TR
+$556.3K
38,125
-5%
建仓
USMV
ISHARES TR
+$531.7K
5,664
减持
UNH
UNITEDHEALTH GROUP INC
-$501.1K
1,402
-22%
减持
VIGI
VANGUARD WHITEHALL FDS
+$499.5K
85,136
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$483.9K
123,935
-1%
减持
META
META PLATFORMS INC
+$474.0K
2,971
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$469.1K
11,225
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$442.8K
9,066
+1%
减持
NFLX
NETFLIX INC
+$424.1K
1,059
-1%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$414.8K
0
-100%
减持
HYMB
SPDR SER TR
-$406.6K
423,307
-2%
增持
VUG
VANGUARD INDEX FDS
+$367.3K
2,532
+26%
增持
IDV
ISHARES TR
+$363.9K
86,748
+2%
清仓
XYLD
GLOBAL X FDS
-$361.7K
0
-100%
减持
MDYV
SPDR SER TR
-$340.3K
14,883
-25%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$333.3K
24,958
+1%
减持
CVX
CHEVRON CORP NEW
-$326.0K
13,183
-0%
减持
MSFT
MICROSOFT CORP
+$323.5K
5,669
-15%
减持
AAPL
APPLE INC
-$315.2K
14,868
-2%
减持
IWF
ISHARES TR
+$304.2K
6,134
-4%
建仓
GE
GE AEROSPACE
+$303.7K
1,180
减持
TXN
TEXAS INSTRS INC
+$292.1K
10,970
-1%
减持
IEMG
ISHARES INC
+$283.8K
55,447
-2%
减持
MDYG
SPDR SER TR
-$281.8K
8,782
-33%
减持
SLYG
SPDR SER TR
-$280.6K
32,051
-15%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$261.9K
0
-100%
增持
TSLA
TESLA INC
+$246.8K
4,202
+0%
建仓
IVV
ISHARES TR
+$237.2K
382
建仓
MU
MICRON TECHNOLOGY INC
+$228.6K
1,855
减持
AMZN
AMAZON COM INC
+$224.3K
8,831
-2%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$224.2K
51,389
-7%
建仓
VGT
VANGUARD WORLD FD
+$222.9K
336
建仓
WMT
WALMART INC
+$221.8K
2,268
减持
MUNI
PIMCO ETF TR
-$213.0K
22,431
-15%
建仓
ORCL
ORACLE CORP
+$210.3K
962
清仓
CAT
CATERPILLAR INC
-$208.8K
0
-100%
减持
PEP
PEPSICO INC
-$206.0K
11,070
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$203.6K
136,431
-2%
增持
NOW
SERVICENOW INC
+$203.1K
831
+2%
减持
BLK
BLACKROCK INC
+$194.7K
1,906
-0%
减持
MRK
MERCK & CO INC
-$193.3K
17,745
-0%
增持
ECG
EVERUS CONSTR GROUP
+$187.0K
6,855
+2%
减持
CSCO
CISCO SYS INC
+$184.6K
24,116
-0%
增持
BAC
BANK AMERICA CORP
+$182.3K
26,115
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$177.1K
4,549
-0%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$174.0K
6,590
-36%
减持
GOOGL
ALPHABET INC
+$173.2K
8,280
-0%
减持
VOT
VANGUARD INDEX FDS
+$165.7K
6,162
-5%
减持
AMGN
AMGEN INC
-$162.6K
4,571
-1%
增持
LRCX
LAM RESEARCH CORP
+$161.8K
4,887
+13%
减持
ABBV
ABBVIE INC
-$150.0K
5,990
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$144.9K
150
-4%
减持
—
EXXON MOBIL CORP
-$144.8K
12,923
-0%
增持
WFC
WELLS FARGO CO NEW
+$141.8K
6,014
+27%
减持
SLYV
SPDR SER TR
-$135.9K
22,459
-9%
减持
DFAX
DIMENSIONAL ETF TRUST
+$132.3K
47,614
-1%
增持
IWN
ISHARES TR
+$127.4K
17,902
+0%
减持
PFE
PFIZER INC
-$115.1K
54,263
-4%
减持
VXUS
VANGUARD STAR FDS
+$114.5K
35,256
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$106.5K
48,588
-0%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$100.4K
7,164
+300%
减持
LLY
ELI LILLY & CO
-$95.9K
718
-10%
增持
EMXC
ISHARES INC
+$93.5K
10,885
+1%
减持
INTU
INTUIT
+$92.6K
546
-1%
增持
AXP
AMERICAN EXPRESS CO
+$90.1K
1,799
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$89.4K
5,855
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$85.2K
893
-1%
减持
EOG
EOG RES INC
-$82.0K
8,841
-1%
减持
USB
US BANCORP DEL
+$81.8K
27,279
-0%
减持
IWO
ISHARES TR
+$80.7K
4,262
-4%
增持
JNJ
JOHNSON & JOHNSON
-$73.3K
6,191
+1%
增持
T
AT&T INC
+$65.3K
14,631
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$65.2K
2,360
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$62.5K
5,793
+8%
增持
FAST
FASTENAL CO
+$58.1K
19,383
+99%
减持
IWS
ISHARES TR
+$55.3K
32,480
-3%
增持
COST
COSTCO WHSL CORP NEW
+$55.1K
1,237
+0%
增持
PG
PROCTER AND GAMBLE CO
-$54.7K
6,077
+1%
减持
IVW
ISHARES TR
+$51.5K
2,999
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$48.0K
4,665
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$46.4K
1,025
-1%
减持
SNPS
SYNOPSYS INC
+$45.7K
566
-1%
增持
KNF
KNIFE RIVER CORP
-$44.4K
6,786
+2%
减持
LMT
LOCKHEED MARTIN CORP
+$36.5K
2,565
-1%
减持
SPYV
SPDR SER TR
-$28.7K
59,176
-3%
增持
MO
ALTRIA GROUP INC
-$28.5K
26,548
+1%
增持
QQQE
DIREXION SHS ETF TR
+$26.4K
2,361
+0%
减持
DON
WISDOMTREE TR
-$24.8K
54,885
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$24.7K
4,700
-1%
减持
—
ACCENTURE PLC IRELAND
-$24.3K
1,611
-1%
减持
DE
DEERE & CO
+$20.6K
1,385
-5%
减持
BIV
VANGUARD BD INDEX FDS
-$16.5K
2,700
-8%
增持
COP
CONOCOPHILLIPS
-$16.4K
9,519
+15%
增持
CMI
CUMMINS INC
+$15.0K
1,025
+0%
减持
HD
HOME DEPOT INC
-$14.5K
6,532
-1%
增持
SUB
ISHARES TR
+$11.7K
9,672
+0%
减持
VBR
VANGUARD INDEX FDS
+$11.0K
1,282
-0%
减持
VLO
VALERO ENERGY CORP
+$9.8K
5,194
-0%
减持
MA
MASTERCARD INCORPORATED
+$7.2K
823
-1%
减持
VOE
VANGUARD INDEX FDS
-$6.5K
21,063
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$6.2K
3,105
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$5.0K
3,620
-0%
增持
MDU
MDU RES GROUP INC
+$4.4K
27,490
+2%
增持
KO
COCA COLA CO
-$4.4K
31,823
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$4.1K
1,016
+0%
减持
V
VISA INC
+$2.7K
3,876
-1%
减持
CRM
SALESFORCE INC
-$1.3K
1,981
-2%
减持
ADBE
ADOBE INC
+$300
891
-1%
减持
—
LINDE PLC
-$127
1,136
-1%
