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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 84 项
建仓 6
增持 32
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SERIES TRUST
+$531.1K
137,786
-2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$501.0K
170,364
+1%
增持
AGG
ISHARES TR
+$466.5K
81,301
+5%
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。
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$427.6K
0
-100%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$355.2K
26,447
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$317.2K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
+$308.4K
89,289
-1%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$253.6K
32,120
+77%
增持
ACWI
ISHARES TR
+$245.1K
14,646
+6%
建仓
IWC
ISHARES TR
+$225.3K
1,511
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$222.8K
9,073
增持
GLD
SPDR GOLD TR
+$219.8K
4,298
+0%
清仓
TXN
TEXAS INSTRS INC
-$217.4K
0
-100%
建仓
MSFT
MICROSOFT CORP
+$204.1K
394
清仓
—
ACCENTURE PLC IRELAND
-$203.5K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$202.2K
1,453
建仓
BCS
BARCLAYS PLC
+$201.3K
9,738
增持
SPY
SPDR S&P 500 ETF TR
+$198.4K
2,393
+6%
增持
VTI
VANGUARD INDEX FDS
+$192.0K
7,208
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$180.9K
46,984
+1%
增持
AAPL
APPLE INC
+$178.5K
3,423
+1%
增持
WCME
FIRST TR EXCHANGE-TRADED FD
+$175.0K
21,748
+73%
减持
JPSE
J P MORGAN EXCHANGE TRADED F
+$163.0K
40,848
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
+$156.9K
2,469
-2%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$152.6K
98,604
+0%
增持
TLT
ISHARES TR
+$130.6K
28,838
+4%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
+$130.1K
151,460
-3%
减持
CATH
GLOBAL X FDS
+$124.5K
24,960
-1%
减持
BIBL
NORTHERN LTS FD TR IV
+$118.5K
39,248
-0%
减持
ANET
ARISTA NETWORKS INC
+$117.9K
3,520
-9%
增持
ACWX
ISHARES TR
+$117.2K
14,112
+7%
减持
GWX
SPDR INDEX SHS FDS
+$116.6K
44,146
-1%
减持
JPME
J P MORGAN EXCHANGE TRADED F
+$89.6K
22,122
-1%
增持
IJR
ISHARES TR
+$77.6K
4,664
+7%
减持
LRCX
LAM RESEARCH CORP
+$71.1K
2,444
-7%
减持
IAG
IAMGOLD CORP
+$57.8K
13,897
-16%
减持
GCOR
GOLDMAN SACHS ETF TR
-$57.6K
10,572
-12%
减持
CAT
CATERPILLAR INC
+$55.6K
643
-1%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$51.5K
20,007
-0%
减持
NVDA
NVIDIA CORPORATION
+$50.6K
5,211
-11%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$46.4K
28,488
+3%
减持
PHM
PULTE GROUP INC
+$46.2K
2,069
-4%
减持
DIS
DISNEY WALT CO
-$43.1K
3,330
-3%
减持
EME
EMCOR GROUP INC
+$40.7K
462
-5%
减持
GSUS
GOLDMAN SACHS ETF TR
+$39.4K
10,869
-4%
增持
WEC
WEC ENERGY GROUP INC
+$36.7K
3,501
+0%
增持
BIL
SPDR SERIES TRUST
+$33.3K
6,229
+6%
增持
SGOV
ISHARES TR
+$32.5K
5,647
+6%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$32.0K
241,469
-2%
减持
PM
PHILIP MORRIS INTL INC
-$31.8K
1,265
-3%
增持
IEI
ISHARES TR
+$31.3K
8,401
+3%
减持
JBL
JABIL INC
-$26.0K
1,231
-8%
减持
IVV
ISHARES TR
-$23.5K
348
-16%
减持
—
HANESBRANDS INC
+$22.8K
16,543
-12%
减持
XLY
SELECT SECTOR SPDR TR
+$22.7K
1,037
-0%
增持
UUP
INVESCO DB US DLR INDEX TR
+$16.8K
16,679
+1%
增持
GOVT
ISHARES TR
+$16.7K
56,479
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$15.1K
66,584
-2%
减持
BXP
BXP INC
+$14.8K
3,529
-4%
增持
FMB
FIRST TR EXCH TRADED FD III
+$14.2K
4,800
+4%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$12.6K
7,275
+0%
增持
—
EXXON MOBIL CORP
+$11.9K
2,387
+0%
增持
PG
PROCTER AND GAMBLE CO
-$11.3K
2,028
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$10.4K
2,377
-4%
减持
VMBS
VANGUARD SCOTTSDALE FDS
+$10.0K
18,235
-0%
减持
NKE
NIKE INC
-$9.8K
4,238
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.4K
5,304
-1%
增持
SPIP
SPDR SERIES TRUST
+$8.4K
29,266
+0%
增持
SPHY
SPDR SERIES TRUST
+$8.4K
15,535
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$8.2K
45,732
+0%
减持
AXP
AMERICAN EXPRESS CO
+$7.7K
1,093
-2%
增持
SPSB
SPDR SERIES TRUST
+$7.7K
12,122
+2%
增持
SPIB
SPDR SERIES TRUST
+$7.6K
10,960
+1%
减持
AEE
AMEREN CORP
+$7.5K
2,070
-5%
减持
TRV
TRAVELERS COMPANIES INC
+$7.2K
1,101
-2%
减持
TRMB
TRIMBLE INC
+$6.2K
2,620
-4%
减持
XLF
SELECT SECTOR SPDR TR
+$6.2K
4,210
-0%
减持
SPSM
SPDR SERIES TRUST
-$5.1K
5,676
-10%
减持
JNK
SPDR SERIES TRUST
+$4.0K
6,113
-0%
减持
MET
METLIFE INC
-$3.8K
2,902
-4%
增持
EBND
SPDR SERIES TRUST
+$2.5K
20,040
+1%
减持
STIP
ISHARES TR
+$1.9K
5,839
-0%
增持
NURE
NUSHARES ETF TR
+$885
20,748
+3%
减持
GSIE
GOLDMAN SACHS ETF TR
+$108
9,730
-4%
