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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 100 项
建仓 21
增持 29
减持 33
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
FMB
FIRST TR EXCH TRADED FD III
+$774.0K
19,896
+315%
清仓
JNK
SPDR SERIES TRUST
-$599.0K
0
-100%
增持
TLT
ISHARES TR
+$577.0K
36,189
+25%
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
TLH
ISHARES TR
+$529.1K
5,204
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$484.4K
24,165
清仓
UUP
INVESCO DB US DLR INDEX TR
-$458.8K
0
-100%
建仓
EFA
ISHARES TR
+$453.2K
4,719
清仓
BABA
ALIBABA GROUP HLDG LTD
-$441.3K
0
-100%
建仓
SHOP
SHOPIFY INC
+$412.7K
2,564
增持
AAPL
APPLE INC
+$371.3K
4,572
+34%
建仓
MEDP
MEDPACE HLDGS INC
+$317.3K
565
清仓
TRV
TRAVELERS COMPANIES INC
-$307.4K
0
-100%
清仓
EME
EMCOR GROUP INC
-$300.1K
0
-100%
清仓
NKE
NIKE INC
-$295.5K
0
-100%
建仓
EPAM
EPAM SYS INC
+$295.4K
1,442
建仓
V
VISA INC
+$279.5K
797
减持
BBIN
J P MORGAN EXCHANGE TRADED F
+$277.2K
150,706
-0%
建仓
CSCO
CISCO SYS INC
+$268.3K
3,483
清仓
JBL
JABIL INC
-$267.3K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$265.3K
4,601
清仓
SPSM
SPDR SERIES TRUST
-$262.9K
0
-100%
建仓
TM
TOYOTA MOTOR CORP
+$257.1K
1,201
建仓
ADBE
ADOBE INC
+$251.3K
718
清仓
XLY
SELECT SECTOR SPDR TR
-$248.5K
0
-100%
建仓
MPLX
MPLX LP
+$241.2K
4,520
清仓
MET
METLIFE INC
-$239.0K
0
-100%
增持
AGG
ISHARES TR
+$238.6K
83,991
+3%
清仓
XLF
SELECT SECTOR SPDR TR
-$226.8K
0
-100%
清仓
IWC
ISHARES TR
-$225.3K
0
-100%
建仓
KO
COCA COLA CO
+$218.4K
3,124
清仓
AEE
AMEREN CORP
-$216.1K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$211.6K
3,148
+29%
建仓
KR
KROGER CO
+$208.4K
3,335
建仓
WDC
WESTERN DIGITAL CORP
+$206.2K
1,197
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$206.2K
696
建仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$206.0K
4,894
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$205.3K
49,776
+6%
清仓
PM
PHILIP MORRIS INTL INC
-$205.2K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$202.2K
3,110
清仓
BCS
BARCLAYS PLC
-$201.3K
0
-100%
减持
GCOR
GOLDMAN SACHS ETF TR
-$190.1K
6,060
-43%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$184.7K
12,614
+73%
增持
XLV
SELECT SECTOR SPDR TR
+$180.8K
2,474
+70%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$180.7K
43,072
-6%
清仓
IAG
IAMGOLD CORP
-$179.7K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$171.9K
7,568
+5%
减持
ANET
ARISTA NETWORKS INC
-$158.3K
2,706
-23%
减持
AXP
AMERICAN EXPRESS CO
-$153.3K
567
-48%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$152.6K
102,257
+4%
减持
SPEM
SPDR INDEX SHS FDS
-$152.4K
86,033
-4%
减持
IJR
ISHARES TR
-$150.8K
3,357
-28%
减持
DIS
DISNEY WALT CO
-$148.6K
2,045
-39%
清仓
—
HANESBRANDS INC
-$109.0K
0
-100%
减持
ACWX
ISHARES TR
-$108.8K
12,045
-15%
建仓
DNN
DENISON MINES CORP
+$100.8K
37,883
建仓
TIGR
UP FINTECH HLDG LTD
+$99.7K
10,433
减持
GLD
SPDR GOLD TR
-$97.9K
3,608
-16%
减持
SPYM
SPDR SERIES TRUST
+$85.3K
135,620
-2%
增持
CAT
CATERPILLAR INC
+$81.6K
678
+5%
建仓
NIO
NIO INC
+$79.7K
15,625
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$76.4K
32,573
+23%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$69.4K
238,888
-1%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$69.4K
22,717
+3%
增持
IEI
ISHARES TR
+$65.4K
8,960
+7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$57.0K
170,516
+0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$42.6K
67,169
+1%
减持
ACWI
ISHARES TR
-$42.1K
14,012
-4%
减持
PG
PROCTER AND GAMBLE CO
-$41.2K
1,887
-7%
增持
MSFT
MICROSOFT CORP
+$40.6K
506
+28%
减持
PHM
PULTE GROUP INC
-$38.9K
2,000
-3%
增持
SPSB
SPDR SERIES TRUST
+$36.3K
13,359
+10%
减持
GSUS
GOLDMAN SACHS ETF TR
-$35.8K
10,259
-6%
增持
SPIB
SPDR SERIES TRUST
+$35.7K
12,042
+10%
减持
GWX
SPDR INDEX SHS FDS
-$34.4K
42,570
-4%
增持
SPHY
SPDR SERIES TRUST
+$31.9K
17,062
+10%
增持
BIBL
NORTHERN LTS FD TR IV
+$31.4K
39,335
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$30.6K
5,002
-6%
减持
WCMI
FIRST TR EXCHANGE-TRADED FD
-$30.2K
30,078
-6%
增持
NVDA
NVIDIA CORPORATION
+$29.6K
5,372
+3%
减持
WCME
FIRST TR EXCHANGE-TRADED FD
-$27.6K
20,086
-8%
增持
EBND
SPDR SERIES TRUST
+$26.0K
21,246
+6%
减持
GOVT
ISHARES TR
-$25.5K
55,604
-2%
增持
SGOV
ISHARES TR
+$19.7K
5,861
+4%
减持
GSLC
GOLDMAN SACHS ETF TR
-$18.9K
2,197
-8%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$17.4K
28,226
-1%
减持
IVV
ISHARES TR
-$15.8K
317
-9%
增持
BIL
SPDR SERIES TRUST
+$15.7K
6,426
+3%
减持
GSIE
GOLDMAN SACHS ETF TR
-$14.6K
8,975
-8%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$14.0K
17,892
-2%
减持
SPIP
SPDR SERIES TRUST
-$13.4K
29,160
-0%
增持
BXP
BXP INC
-$13.3K
3,691
+5%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$9.2K
19,776
-1%
增持
TRMB
TRIMBLE INC
-$8.2K
2,626
+0%
增持
NURE
NUSHARES ETF TR
+$7.7K
21,487
+4%
减持
STIP
ISHARES TR
-$6.1K
5,835
-0%
减持
ACP
ABRDN INCOME CREDIT STRATEGI
-$4.6K
10,354
-1%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$4.3K
9,098
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$2.6K
2,334
-2%
减持
JPSE
J P MORGAN EXCHANGE TRADED F
+$1.8K
40,668
-0%
减持
CATH
GLOBAL X FDS
-$443
24,600
-1%
