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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 101 项
建仓 16
增持 46
减持 20
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
TLH
ISHARES TR
-$529.1K
0
-100%
建仓
IBND
SPDR SERIES TRUST
+$477.3K
15,356
建仓
EXPE
EXPEDIA GROUP INC
+$426.2K
1,846
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
FMB
FIRST TR EXCH TRADED FD III
+$391.7K
27,815
+40%
建仓
EXEL
EXELIXIS INC
+$387.6K
9,036
建仓
QCOM
QUALCOMM INC
+$365.7K
2,840
增持
SPYM
SPDR SERIES TRUST
-$335.8K
137,753
+2%
清仓
MEDP
MEDPACE HLDGS INC
-$317.3K
0
-100%
建仓
CRM
SALESFORCE INC
+$293.8K
1,574
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$290.9K
173,094
+2%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$283.5K
839
减持
TLT
ISHARES TR
-$276.0K
33,202
-8%
建仓
AMAT
APPLIED MATLS INC
+$269.0K
787
建仓
BP
BP PLC
+$262.1K
5,577
清仓
TM
TOYOTA MOTOR CORP
-$257.1K
0
-100%
清仓
GCOR
GOLDMAN SACHS ETF TR
-$251.6K
0
-100%
清仓
ADBE
ADOBE INC
-$251.3K
0
-100%
清仓
BXP
BXP INC
-$249.1K
0
-100%
清仓
MSFT
MICROSOFT CORP
-$244.7K
0
-100%
清仓
MPLX
MPLX LP
-$241.2K
0
-100%
清仓
DIS
DISNEY WALT CO
-$232.7K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$232.5K
52,149
+5%
建仓
CAH
CARDINAL HEALTH INC
+$226.9K
1,074
增持
FSMB
FIRST TR EXCH TRADED FD III
+$219.5K
35,264
+46%
增持
AGG
ISHARES TR
+$218.3K
86,706
+3%
清仓
IVV
ISHARES TR
-$217.1K
0
-100%
建仓
EQNR
EQUINOR ASA
+$213.8K
5,066
清仓
AXP
AMERICAN EXPRESS CO
-$209.8K
0
-100%
清仓
KR
KROGER CO
-$208.4K
0
-100%
清仓
WDC
WESTERN DIGITAL CORP
-$206.2K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$206.2K
0
-100%
清仓
TRMB
TRIMBLE INC
-$205.7K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$202.6K
4,104
建仓
XLY
SELECT SECTOR SPDR TR
+$201.4K
1,848
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$181.6K
151,541
+1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$179.3K
35,272
+8%
建仓
VOD
VODAFONE GROUP PLC
+$170.5K
11,352
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$167.5K
103,752
+1%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$153.2K
22,890
+1%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$128.4K
25,518
增持
GLD
SPDR GOLD TR
+$127.8K
3,620
+0%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$114.9K
41,032
+1%
增持
BIL
SPDR SERIES TRUST
+$112.2K
7,632
+19%
增持
SGOV
ISHARES TR
+$109.0K
6,928
+18%
清仓
DNN
DENISON MINES CORP
-$100.8K
0
-100%
清仓
TIGR
UP FINTECH HLDG LTD
-$99.7K
0
-100%
增持
BIBL
NORTHERN LTS FD TR IV
+$92.1K
39,604
+1%
建仓
NOK
NOKIA CORP
+$85.1K
10,581
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$83.7K
5,828
+17%
清仓
NIO
NIO INC
-$79.7K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$79.5K
26,848
-5%
减持
CAT
CATERPILLAR INC
-$76.0K
441
-35%
减持
LRCX
LAM RESEARCH CORP
+$75.6K
2,876
-9%
减持
GSUS
GOLDMAN SACHS ETF TR
-$74.5K
9,978
-3%
减持
ACWI
ISHARES TR
-$72.8K
13,802
-1%
增持
EPAM
EPAM SYS INC
-$70.5K
1,661
+15%
增持
EBND
SPDR SERIES TRUST
+$69.0K
25,340
+19%
减持
NVDA
NVIDIA CORPORATION
-$67.1K
5,360
-0%
减持
V
VISA INC
-$64.0K
713
-11%
增持
MO
ALTRIA GROUP INC
+$63.5K
4,983
+8%
增持
CATH
GLOBAL X FDS
-$62.2K
25,087
+2%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$61.8K
11,774
+29%
建仓
COTY
COTY INC
+$58.8K
29,264
减持
—
EXXON MOBIL CORP
+$57.2K
2,030
-15%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$56.1K
2,361
+1%
清仓
ACP
ABRDN INCOME CREDIT STRATEGI
-$56.0K
0
-100%
增持
SHOP
SHOPIFY INC
-$52.7K
3,035
+18%
增持
ACWX
ISHARES TR
+$50.7K
12,550
+4%
增持
AAPL
APPLE INC
-$50.6K
4,698
+3%
减持
GWX
SPDR INDEX SHS FDS
-$50.1K
40,003
-6%
增持
KO
COCA COLA CO
+$48.8K
3,513
+12%
增持
EFA
ISHARES TR
+$47.5K
5,155
+9%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$47.3K
42,330
-2%
增持
LNT
ALLIANT ENERGY CORP
+$46.5K
3,465
+11%
减持
GOVT
ISHARES TR
-$43.9K
53,967
-3%
增持
WEC
WEC ENERGY GROUP INC
+$43.2K
3,562
+2%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$42.1K
68,256
+2%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$40.9K
32,945
+10%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$39.7K
21,023
+6%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
-$36.0K
241,294
+1%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$33.2K
17,234
-4%
减持
NURE
NUSHARES ETF TR
-$31.6K
21,101
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$25.0K
2,124
-3%
增持
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$24.1K
5,052
+3%
增持
WCME
FIRST TR EXCHANGE-TRADED FD
+$24.0K
22,030
+10%
增持
SPEM
SPDR INDEX SHS FDS
+$19.8K
86,272
+0%
增持
SPIB
SPDR SERIES TRUST
+$17.1K
12,649
+5%
增持
SPSB
SPDR SERIES TRUST
+$16.4K
13,961
+5%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$14.2K
13,515
+7%
增持
VTI
VANGUARD INDEX FDS
+$13.8K
7,952
+5%
增持
SPHY
SPDR SERIES TRUST
+$13.7K
17,907
+5%
减持
SPIP
SPDR SERIES TRUST
-$13.7K
28,565
-2%
减持
GSIE
GOLDMAN SACHS ETF TR
-$11.2K
8,675
-3%
减持
PG
PROCTER & GAMBLE CO
-$8.8K
1,811
-4%
减持
IJR
ISHARES TR
+$7.2K
3,303
-2%
增持
XLV
SELECT SECTOR SPDR TR
-$6.9K
2,565
+4%
增持
CSCO
CISCO SYS INC
+$5.7K
3,531
+1%
减持
STIP
ISHARES TR
-$4.0K
5,738
-2%
增持
PHM
PULTE GROUP INC
+$3.8K
2,026
+1%
增持
IEI
ISHARES TR
-$2.2K
8,998
+0%
增持
ANET
ARISTA NETWORKS INC
+$1.2K
2,898
+7%
