小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 64
减持 52
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
-$6.4M
685,032
-15%
减持
SCHF
SCHWAB STRATEGIC TR
-$5.2M
456,998
-33%
增持
BSVO
EA SERIES TRUST
+$3.1M
779,088
+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
AVDV
AMERICAN CENTY ETF TR
+$3.0M
193,233
+11%
增持
VTI
VANGUARD INDEX FDS
+$2.8M
44,595
+30%
增持
OUSM
ALPS ETF TR
+$2.5M
65,827
+588%
增持
DFNM
DIMENSIONAL ETF TRUST
+$2.3M
247,711
+24%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.8M
105,119
-23%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.8M
1,135,107
-8%
增持
AAPL
APPLE INC
+$1.7M
23,929
+50%
增持
PJIO
PGIM ETF TR
+$1.7M
38,795
+448%
减持
IWP
ISHARES TR
-$1.4M
29,214
-23%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.4M
374,932
+7%
增持
HFGM
TIDAL TRUST I
+$1.3M
68,289
+125%
减持
IEMG
ISHARES INC
-$1.2M
77,920
-22%
增持
EWX
SPDR INDEX SHS FDS
+$1.1M
46,549
+58%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.1M
329,608
+10%
减持
SLYG
SPDR SERIES TRUST
-$1.1M
18,970
-39%
建仓
TGT
TARGET CORP
+$1.1M
9,107
增持
AMZN
AMAZON COM INC
+$1.1M
16,525
+61%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
361,179
+12%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.1M
331,516
+6%
减持
IDOG
ALPS ETF TR
+$1.0M
341,713
-0%
减持
IWS
ISHARES TR
-$1.0M
24,174
-25%
增持
IDEV
ISHARES TR
+$985.1K
128,377
+9%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$971.6K
13,367
增持
DFSD
DIMENSIONAL ETF TRUST
+$851.8K
341,176
+6%
减持
IWO
ISHARES TR
-$849.8K
1,679
-61%
增持
ITOT
ISHARES TR
-$832.0K
415,996
+3%
增持
VOO
VANGUARD INDEX FDS
+$818.5K
3,495
+73%
减持
SCHD
SCHWAB STRATEGIC TR
-$805.5K
620,129
-14%
减持
PFE
PFIZER INC
-$775.8K
18,662
-64%
增持
NVDA
NVIDIA CORPORATION
+$757.1K
41,670
+19%
增持
VTIP
VANGUARD MALVERN FDS
+$755.7K
218,355
+6%
增持
—
EXXON MOBIL CORP
+$750.7K
13,720
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$706.8K
6,918
-14%
减持
IWN
ISHARES TR
-$697.7K
13,507
-25%
减持
USB
US BANCORP
-$679.6K
13,701
-47%
增持
IJH
ISHARES TR
+$637.7K
17,036
+119%
增持
GOOGL
ALPHABET INC
+$624.5K
12,121
+33%
减持
SCHZ
SCHWAB STRATEGIC TR
-$561.8K
135,803
-15%
增持
AVGO
BROADCOM INC
-$543.6K
20,439
+3%
增持
META
META PLATFORMS INC
+$536.1K
4,712
+44%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$532.4K
2,273
-41%
增持
NFLX
NETFLIX INC.
+$524.6K
23,685
+27%
建仓
HFEQ
TIDAL TRUST I
+$523.8K
24,846
增持
APLU
ALLSPRING EXCHANGE TRADED FU
+$502.1K
49,834
+71%
增持
AMGN
AMGEN INC
+$495.7K
6,003
+22%
建仓
PM
PHILIP MORRIS INTL INC
+$491.2K
2,971
增持
MRK
MERCK & CO INC
+$490.6K
20,113
+10%
增持
CAT
CATERPILLAR INC
+$466.3K
1,563
+40%
减持
CVX
CHEVRON CORPORATION
+$463.2K
12,145
-10%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$460.7K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$445.0K
0
-100%
建仓
NLR
VANECK ETF TRUST
+$444.5K
3,337
增持
MSFT
MICROSOFT CORP
+$423.0K
10,098
+47%
减持
BKNG
BOOKING HOLDINGS INC
-$422.0K
84
-42%
增持
WMT
WALMART INC
+$417.6K
10,216
+34%
减持
BAC
BANK AMERICA CORP
-$406.6K
21,768
-18%
建仓
QTUM
ETF SER SOLUTIONS
+$392.2K
3,655
增持
MO
ALTRIA GROUP INC
+$378.7K
24,927
+14%
增持
COP
CONOCOPHILLIPS
+$367.3K
9,499
+0%
建仓
XAR
SPDR SERIES TRUST
+$361.2K
1,422
增持
KO
COCA COLA CO
+$357.4K
29,292
+9%
减持
IWF
ISHARES TR
-$356.2K
5,961
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$355.2K
5,024
+23%
增持
EBAY
EBAY INC.
+$339.3K
7,874
+82%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$337.9K
2,318
+58%
减持
EOG
EOG RES INC
-$335.9K
3,815
-55%
减持
EFV
ISHARES TR
+$331.3K
114,673
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$309.5K
2,727
-52%
增持
CSCO
CISCO SYS INC
+$304.5K
19,431
+24%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$296.0K
1,587
增持
IDV
ISHARES TR
+$295.0K
89,414
+0%
减持
CRM
SALESFORCE INC
-$292.9K
1,146
-40%
清仓
ADBE
ADOBE INC
-$290.1K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$288.9K
1,017
-54%
增持
HD
HOME DEPOT INC
+$284.7K
8,137
+17%
增持
JPM
JPMORGAN CHASE & CO
+$275.1K
12,026
+19%
减持
HYD
VANECK ETF TRUST
-$272.8K
50,286
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$264.4K
484
-44%
建仓
VRT
VERTIV HOLDINGS CO
+$261.4K
1,043
减持
VLO
VALERO ENERGY CORP
+$260.3K
4,384
-13%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$257.4K
2,347
清仓
SNPS
SYNOPSYS INC
-$252.7K
0
-100%
增持
ABBV
ABBVIE INC
+$251.6K
8,800
+21%
减持
ISRG
INTUITIVE SURGICAL INC
-$251.3K
665
-32%
建仓
GD
GENERAL DYNAMICS CORP
+$249.4K
727
建仓
LDOS
LEIDOS HOLDINGS INC
+$247.3K
1,590
建仓
LINC
LINCOLN EDL SVCS CORP
+$246.6K
6,061
增持
V
VISA INC
+$245.4K
7,147
+31%
建仓
PCMM
BONDBLOXX ETF TRUST
+$245.3K
4,989
建仓
—
EATON CORP PLC
+$243.2K
680
增持
ORCL
ORACLE CORP
+$241.1K
9,852
+59%
建仓
AEHR
AEHR TEST SYS
+$235.3K
6,345
建仓
MS
MORGAN STANLEY
+$234.5K
1,425
建仓
DELL
DELL TECHNOLOGIES INC
+$231.3K
1,409
建仓
SCHX
SCHWAB STRATEGIC TR
+$225.5K
8,794
建仓
—
TECHNIPFMC PLC
+$220.8K
3,194
增持
QUAL
ISHARES TR
+$216.7K
9,491
+18%
清仓
F
FORD MTR CO
-$211.6K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$205.8K
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$203.6K
1,765
建仓
UTI
UNIVERSAL TECHNICAL INST INC
+$203.0K
5,623
建仓
MRSH
MARSH & MCLENNAN COS INC
+$201.7K
1,163
增持
DHI
D R HORTON INC
+$200.0K
4,176
+61%
减持
UNH
UNITEDHEALTH GROUP INC
-$198.3K
892
-33%
建仓
EC
ECOPETROL S A
+$191.7K
12,788
增持
IVV
ISHARES TR
+$189.9K
902
+55%
增持
DFSV
DIMENSIONAL ETF TRUST
+$188.8K
72,812
+1%
减持
MA
MASTERCARD INCORPORATED
-$186.9K
551
-32%
减持
BLK
BLACKROCK INC
-$184.6K
1,211
-4%
减持
VUG
VANGUARD INDEX FDS
-$180.7K
3,442
-0%
减持
SPTL
SPDR SERIES TRUST
-$179.3K
42,575
-13%
增持
PG
PROCTER & GAMBLE CO
+$175.5K
7,640
+18%
增持
QQQ
INVESCO QQQ TR
+$174.8K
835
+67%
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$173.3K
10,018
建仓
—
GILAT SATELLITE NETWORKS LTD
+$172.3K
11,471
增持
GE
GE AEROSPACE
+$169.0K
3,766
+29%
减持
HYMB
SPDR SERIES TRUST
-$164.2K
405,317
-1%
增持
IJR
ISHARES TR
+$158.9K
3,271
+59%
减持
—
LINDE PLC
-$147.9K
621
-42%
增持
—
ASML HLDG NV
+$147.2K
271
+38%
减持
VZ
VERIZON COMMUNICATIONS INC
+$146.3K
24,185
-8%
建仓
HLIT
HARMONIC INC
+$143.4K
15,973
减持
AXP
AMERICAN EXPRESS CO
-$142.6K
1,406
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$141.7K
77,678
+0%
增持
WAL
WESTERN ALLIANCE BANCORP
+$140.5K
6,991
+66%
减持
VGT
VANGUARD WORLD FD
-$138.2K
583
-19%
减持
LRCX
LAM RESEARCH CORP
+$137.5K
4,421
-6%
减持
MDYV
SPDR SERIES TRUST
-$136.0K
11,834
-12%
减持
AVEM
AMERICAN CENTY ETF TR
+$136.0K
39,662
-0%
建仓
SPOK
SPOK HLDGS INC
+$133.2K
12,220
增持
VOT
VANGUARD INDEX FDS
-$127.7K
6,128
+0%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$124.6K
174,972
-2%
减持
MDYG
SPDR SERIES TRUST
-$124.4K
6,109
-21%
减持
TXN
TEXAS INSTRS INC
-$124.4K
9,225
-16%
减持
MMM
3M CO
-$112.7K
4,832
-5%
增持
NOW
SERVICENOW INC
-$104.7K
7,613
+29%
减持
DISV
DIMENSIONAL ETF TRUST
+$97.3K
70,232
-0%
增持
KKR
KKR & CO INC
+$96.3K
5,839
+68%
减持
FLRN
SPDR SERIES TRUST
-$95.7K
27,935
-10%
增持
DSTL
ETF SER SOLUTIONS
+$95.7K
7,786
+29%
增持
VTV
VANGUARD INDEX FDS
+$93.9K
3,171
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$89.7K
22,165
+0%
减持
AVUV
AMERICAN CENTY ETF TR
-$89.1K
47,860
-9%
增持
SVM
SILVERCORP METALS INC
+$84.5K
16,715
+47%
增持
FLCC
FEDERATED HERMES ETF TRUST
+$81.4K
14,070
+30%
减持
AMD
ADVANCED MICRO DEVICES INC
-$80.3K
4,091
-4%
减持
VIGI
VANGUARD WHITEHALL FDS
-$79.2K
15,074
-2%
