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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 121 项
建仓 6
增持 65
减持 47
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$6.8M
371,654
+6%
增持
BSVO
EA SERIES TRUST
+$2.3M
681,924
+6%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.9M
844,286
-2%
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
AVDV
AMERICAN CENTY ETF TR
+$1.7M
146,902
+2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.4M
288,973
+8%
增持
AVGO
BROADCOM INC
+$1.3M
24,456
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$939.3K
322,163
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$925.7K
297,569
+5%
减持
NVDA
NVIDIA CORPORATION
+$862.3K
33,572
-2%
增持
DFNM
DIMENSIONAL ETF TRUST
+$860.7K
172,822
+10%
减持
SCHD
SCHWAB STRATEGIC TR
-$817.3K
790,813
-6%
增持
DIHP
DIMENSIONAL ETF TRUST
+$772.7K
275,401
+7%
增持
IDEV
ISHARES TR
+$769.6K
110,110
+4%
增持
AAPL
APPLE INC
+$758.7K
14,959
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$708.7K
299,204
+5%
减持
AVUV
AMERICAN CENTY ETF TR
+$669.5K
84,218
-1%
减持
SCHV
SCHWAB STRATEGIC TR
+$668.3K
1,350,229
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$660.3K
125,325
+1%
增持
IDOG
ALPS ETF TR
+$575.1K
342,125
+0%
增持
GOOGL
ALPHABET INC
+$571.8K
8,354
+1%
增持
TSLA
TESLA INC
+$549.4K
4,237
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$426.4K
706,187
-3%
建仓
VOO
VANGUARD INDEX FDS
+$392.6K
641
增持
VTIP
VANGUARD MALVERN FDS
+$384.9K
192,437
+3%
减持
SPTM
SPDR SERIES TRUST
+$351.9K
76,403
-2%
增持
IWN
ISHARES TR
+$345.9K
17,929
+0%
减持
SUB
ISHARES TR
-$327.1K
6,569
-32%
增持
JPM
JPMORGAN CHASE & CO.
+$291.9K
11,242
+0%
建仓
IJH
ISHARES TR
+$288.4K
4,419
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$287.2K
191,253
-8%
增持
ABBV
ABBVIE INC
+$278.0K
6,003
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$275.4K
71,830
+5%
减持
IWF
ISHARES TR
+$268.4K
6,133
-0%
增持
HD
HOME DEPOT INC
+$265.0K
6,565
+1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$263.9K
0
-100%
减持
HYMB
SPDR SERIES TRUST
-$263.9K
410,175
-3%
减持
TXN
TEXAS INSTRS INC
-$262.5K
10,968
-0%
增持
IVV
ISHARES TR
+$254.8K
735
+92%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$250.3K
24,832
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$240.9K
40,795
-1%
建仓
SPY
SPDR S&P 500 ETF TR
+$239.6K
360
增持
BLK
BLACKROCK INC
+$227.0K
1,910
+0%
建仓
CAT
CATERPILLAR INC
+$226.6K
475
清仓
AMT
AMERICAN TOWER CORP NEW
-$224.6K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$222.9K
0
-100%
建仓
AGG
ISHARES TR
+$221.2K
2,206
建仓
IEFA
ISHARES TR
+$214.4K
2,456
增持
IDV
ISHARES TR
+$210.2K
87,657
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$210.0K
20,686
+15%
增持
MO
ALTRIA GROUP INC
+$206.8K
26,693
+1%
减持
IEMG
ISHARES INC
+$199.5K
53,519
-3%
增持
DISV
DIMENSIONAL ETF TRUST
+$195.6K
70,056
+0%
减持
IWS
ISHARES TR
+$188.1K
32,076
-1%
减持
JNJ
JOHNSON & JOHNSON
+$185.1K
6,098
-2%
增持
LRCX
LAM RESEARCH CORP
+$179.2K
4,892
+0%
增持
SLYG
SPDR SERIES TRUST
+$178.7K
32,056
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$164.7K
110,994
-5%
增持
CVX
CHEVRON CORP NEW
+$160.0K
13,187
+0%
减持
CWI
SPDR INDEX SHS FDS
+$149.6K
178,844
-4%
增持
VUG
VANGUARD INDEX FDS
+$147.0K
2,621
+4%
增持
NFLX
NETFLIX INC
-$140.1K
1,066
+1%
增持
FAST
FASTENAL CO
+$138.0K
19,413
+0%
增持
KO
COCA COLA CO
-$136.2K
31,894
+0%
减持
SLYV
SPDR SERIES TRUST
+$134.8K
21,727
-3%
增持
DON
WISDOMTREE TR
+$130.3K
55,089
+0%
减持
—
ACCENTURE PLC IRELAND
-$123.9K
1,450
-10%
增持
BAC
BANK AMERICA CORP
+$113.7K
26,157
+0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$112.0K
48,324
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$108.1K
4,658
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$106.2K
9,096
+0%
增持
CMI
CUMMINS INC
+$98.0K
1,027
+0%
减持
PEP
PEPSICO INC
+$92.9K
11,069
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$92.0K
2,564
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$91.0K
1,042
+2%
减持
MSFT
MICROSOFT CORP
+$85.9K
5,610
-1%
增持
MRK
MERCK & CO INC
+$85.2K
17,752
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$82.9K
4,645
-0%
增持
NOW
SERVICENOW INC
-$79.5K
842
+1%
减持
IWP
ISHARES TR
+$79.4K
37,684
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$76.0K
904
+1%
减持
CRM
SALESFORCE INC
-$72.8K
1,972
-0%
减持
VXUS
VANGUARD STAR FDS
+$72.5K
34,146
-3%
增持
DE
DEERE & CO
-$70.3K
1,386
+0%
增持
—
EXXON MOBIL CORP
+$67.8K
12,957
+0%
减持
EOG
EOG RES INC
-$67.0K
8,834
-0%
减持
PFE
PFIZER INC
+$63.1K
54,098
-0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$61.6K
84,971
-0%
减持
USB
US BANCORP DEL
+$59.8K
26,778
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$57.4K
136,840
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$52.7K
3,625
+0%
增持
V
VISA INC
-$52.3K
3,877
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$46.2K
1,400
-0%
增持
HYD
VANECK ETF TRUST
+$45.7K
63,884
+0%
减持
MDYV
SPDR SERIES TRUST
+$44.4K
14,705
-1%
减持
ITW
ILLINOIS TOOL WKS INC
+$41.1K
3,102
-0%
减持
ADBE
ADOBE INC
-$39.6K
865
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$38.5K
48,713
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$34.3K
5,833
+1%
增持
MDU
MDU RES GROUP INC
+$31.6K
27,505
+0%
增持
PG
PROCTER AND GAMBLE CO
-$29.8K
6,107
+0%
增持
IQLT
ISHARES TR
+$26.7K
14,794
+2%
增持
KMB
KIMBERLY-CLARK CORP
-$26.3K
5,858
+0%
减持
MDYG
SPDR SERIES TRUST
+$24.9K
8,604
-2%
增持
AMZN
AMAZON COM INC
+$22.9K
8,928
+1%
增持
WFC
WELLS FARGO CO NEW
+$22.4K
6,016
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
+$22.1K
187,840
-0%
增持
AMGN
AMGEN INC
+$20.7K
4,596
+1%
减持
META
META PLATFORMS INC
-$20.7K
2,957
-0%
增持
CSCO
CISCO SYS INC
-$20.0K
24,162
+0%
增持
MA
MASTERCARD INCORPORATED
+$16.1K
841
+2%
减持
WMT
WALMART INC
+$11.6K
2,264
-0%
增持
T
AT&T INC
-$8.9K
14,678
+0%
减持
SPTL
SPDR SERIES TRUST
+$8.7K
64,690
-1%
增持
QQQE
DIREXION SHS ETF TR
+$8.3K
2,366
+0%
减持
IVW
ISHARES TR
-$8.0K
2,669
-11%
增持
—
LINDE PLC
+$7.1K
1,137
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$7.0K
2,584
-4%
减持
MUB
ISHARES TR
-$4.4K
14,710
-2%
增持
LLY
ELI LILLY & CO
-$4.0K
729
+2%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.2K
6,579
-0%
减持
AXP
AMERICAN EXPRESS CO
+$1.8K
1,733
-4%
