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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
报告期 2026-03-31 · CIK 0002056591
持仓数
82
前50大市值合计
$104.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 77 项
建仓 9
增持 36
减持 30
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$1.2M
141,190
+2%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
+$877.7K
155,434
-1%
建仓
BIL
SPDR SERIES TRUST
+$538.2K
5,867
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。
建仓
SGOV
ISHARES TR
+$536.2K
5,325
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$455.4K
169,391
+3%
增持
AGG
ISHARES TR
+$319.1K
77,459
+4%
增持
SPEM
SPDR INDEX SHS FDS
+$315.2K
90,575
+0%
建仓
JBL
JABIL INC
+$293.3K
1,345
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$288.3K
18,119
减持
NVDA
NVIDIA CORPORATION
+$270.7K
5,834
-3%
建仓
EME
EMCOR GROUP INC
+$259.4K
485
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$248.6K
7,272
建仓
FMB
FIRST TR EXCH TRADED FD III
+$229.2K
4,600
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$220.4K
245,652
+3%
清仓
XLV
SELECT SECTOR SPDR TR
-$212.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$211.3K
7,151
+0%
减持
GWX
SPDR INDEX SHS FDS
+$209.6K
44,572
-2%
建仓
TRMB
TRIMBLE INC
+$207.7K
2,734
清仓
VZ
VERIZON COMMUNICATIONS INC
-$204.4K
0
-100%
增持
CATH
GLOBAL X FDS
+$201.4K
25,165
+0%
建仓
WCME
FIRST TR EXCHANGE-TRADED FD
+$198.5K
12,597
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$181.9K
22,270
+5%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$163.7K
41,146
+5%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$157.9K
98,587
+3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$156.2K
46,415
+2%
减持
GCOR
GOLDMAN SACHS ETF TR
-$152.2K
12,078
-24%
增持
SPY
SPDR S&P 500 ETF TR
+$135.4K
2,259
+0%
减持
ACWI
ISHARES TR
+$135.3K
13,838
-2%
增持
BIBL
NORTHERN LTS FD TR IV
+$119.3K
39,325
+0%
增持
ANET
ARISTA NETWORKS INC
+$113.8K
3,861
+6%
减持
TLT
ISHARES TR
-$88.5K
27,724
-0%
减持
DIS
DISNEY WALT CO
+$85.6K
3,422
-0%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$84.4K
20,102
+1%
减持
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$78.8K
7,810
-27%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$75.6K
67,607
+2%
增持
ACWX
ISHARES TR
+$74.0K
13,132
+0%
增持
EBND
SPDR SERIES TRUST
+$73.9K
19,886
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$68.4K
5,350
+3%
增持
GOVT
ISHARES TR
+$63.5K
56,097
+5%
减持
BABA
ALIBABA GROUP HLDG LTD
-$60.6K
2,508
-4%
减持
SPIP
SPDR SERIES TRUST
-$59.9K
29,230
-6%
减持
PG
PROCTER AND GAMBLE CO
-$55.9K
2,027
-9%
减持
GSUS
GOLDMAN SACHS ETF TR
-$55.1K
11,276
-15%
减持
IVV
ISHARES TR
-$54.9K
413
-25%
增持
AAPL
APPLE INC
-$54.8K
3,378
+0%
减持
AXP
AMERICAN EXPRESS CO
+$54.8K
1,114
-0%
减持
NURE
NUSHARES ETF TR
-$50.8K
20,119
-3%
增持
SPHY
SPDR SERIES TRUST
+$47.1K
15,275
+13%
减持
GSIE
GOLDMAN SACHS ETF TR
-$46.5K
10,083
-19%
增持
SPIB
SPDR SERIES TRUST
+$45.6K
10,836
+13%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$44.4K
18,263
+5%
增持
SPSB
SPDR SERIES TRUST
+$42.7K
11,908
+13%
减持
LRCX
LAM RESEARCH CORP
+$40.3K
2,632
-11%
增持
IJR
ISHARES TR
+$39.0K
4,361
+4%
增持
NKE
NIKE INC
+$33.8K
4,298
+0%
增持
PM
PHILIP MORRIS INTL INC
+$33.8K
1,301
+2%
减持
—
EXXON MOBIL CORP
-$27.0K
2,386
-0%
减持
GSLC
GOLDMAN SACHS ETF TR
-$25.7K
2,466
-16%
增持
—
HANESBRANDS INC
-$22.1K
18,827
+0%
减持
XLY
SELECT SECTOR SPDR TR
+$20.3K
1,039
-0%
增持
UUP
INVESCO DB US DLR INDEX TR
-$20.0K
16,446
+2%
减持
GLD
SPDR GOLD TR
+$19.5K
4,291
-4%
增持
STIP
ISHARES TR
+$19.1K
5,846
+4%
减持
SPSM
SPDR SERIES TRUST
-$18.6K
6,292
-11%
减持
GSG
ISHARES S&P GSCI COMMODITY-
-$18.5K
19,402
-1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$16.3K
27,664
+2%
减持
TXN
TEXAS INSTRS INC
+$16.1K
1,047
-7%
减持
IAG
IAMGOLD CORP
+$12.7K
16,587
-5%
增持
JNK
SPDR SERIES TRUST
+$12.1K
6,117
+0%
增持
WEC
WEC ENERGY GROUP INC
-$10.7K
3,498
+2%
减持
XLF
SELECT SECTOR SPDR TR
+$10.1K
4,213
-0%
减持
IEI
ISHARES TR
+$7.1K
8,168
-0%
增持
—
ACCENTURE PLC IRELAND
-$5.8K
681
+1%
增持
MET
METLIFE INC
+$4.6K
3,020
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$3.8K
45,521
-2%
减持
TRV
TRAVELERS COMPANIES INC
-$2.1K
1,122
-2%
减持
ACP
ABRDN INCOME CREDIT STRATEGI
-$1
10,443
-0%