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Topsail Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Topsail Wealth Management, LLC
报告期 2026-03-31 · CIK 0002056627
持仓数
294
前50大市值合计
$619.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 143 项
建仓 19
增持 59
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$15.4M
443,518
+2%
增持
VOO
VANGUARD INDEX FDS
+$5.7M
60,950
+8%
建仓
VTES
VANGUARD WELLINGTON FD
+$5.2M
51,100
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。
减持
VXUS
VANGUARD STAR FDS
+$4.0M
613,670
-1%
建仓
MUB
ISHARES TR
+$3.5M
33,275
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.1M
326,646
+5%
增持
VCRM
VANGUARD MUN BD FDS
+$2.2M
110,311
+40%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.1M
104,638
+28%
减持
MSFT
MICROSOFT CORP
+$1.8M
15,434
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
268,589
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$1.3M
1,269,611
-1%
增持
VXF
VANGUARD INDEX FDS
+$1.3M
48,429
+3%
减持
CINF
CINCINNATI FINL CORP
-$1.2M
317,002
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
168,589
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
12,418
+4%
增持
VCRB
VANGUARD MALVERN FDS
+$931.8K
14,964
+406%
减持
NVDA
NVIDIA CORPORATION
+$565.6K
11,910
-2%
增持
META
META PLATFORMS INC
+$557.0K
3,241
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$548.0K
2,281
-5%
减持
AAPL
APPLE INC
-$537.4K
24,102
-2%
增持
VGT
VANGUARD WORLD FD
+$496.5K
1,388
+77%
增持
BND
VANGUARD BD INDEX FDS
+$490.4K
127,780
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$480.2K
170,680
+5%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$450.2K
5
+25%
增持
QQQ
INVESCO QQQ TR
+$389.2K
3,350
+8%
减持
AMZN
AMAZON COM INC
+$387.6K
13,481
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$372.1K
21,777
+28%
减持
SCHB
SCHWAB STRATEGIC TR
-$335.6K
120,390
-19%
减持
APH
AMPHENOL CORP NEW
+$297.9K
9,031
-0%
增持
GOOGL
ALPHABET INC
+$296.2K
10,882
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$285.7K
2,096
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$275.8K
4,915
增持
VUG
VANGUARD INDEX FDS
+$275.6K
1,069
+105%
增持
JPM
JPMORGAN CHASE & CO.
+$272.3K
6,015
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$260.5K
76,595
+1%
建仓
CRM
SALESFORCE INC
+$244.1K
895
建仓
QTEC
FIRST TR EXCHANGE-TRADED FD
+$237.3K
1,115
建仓
—
ASML HOLDING N V
+$236.4K
295
增持
IWM
ISHARES TR
+$234.3K
8,256
+6%
建仓
—
JOHNSON CTLS INTL PLC
+$230.9K
2,186
建仓
NFLX
NETFLIX INC
+$226.3K
169
建仓
FDD
FIRST TR EXCHANGE-TRADED FD
+$218.5K
14,060
增持
FV
FIRST TR EXCHANGE TRADED FD
+$217.5K
15,109
+22%
减持
PG
PROCTER AND GAMBLE CO
-$216.0K
12,455
-4%
建仓
TSLA
TESLA INC
+$206.5K
650
清仓
WM
WASTE MGMT INC DEL
-$203.3K
0
-100%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$196.6K
3,009
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$180.7K
3,667
+24%
减持
PEP
PEPSICO INC
-$163.3K
1,777
-33%
减持
TXN
TEXAS INSTRS INC
+$158.4K
7,849
-4%
减持
AVGO
BROADCOM INC
+$154.4K
1,592
-6%
增持
EFA
ISHARES TR
+$150.9K
9,034
+12%
清仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$148.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$140.8K
2,462
-2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$138.9K
3,085
-1%
增持
BLK
BLACKROCK INC
+$136.9K
568
+17%
增持
DFAI
DIMENSIONAL ETF TRUST
+$136.7K
36,572
+1%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$125.9K
20,237
+38%
增持
DOW
DOW INC
-$121.1K
15,196
+1%
减持
—
GAMBLING COM GROUP LIMITED
-$112.0K
148,512
-0%
减持
MCD
MCDONALDS CORP
-$109.5K
1,464
-15%
增持
VTV
VANGUARD INDEX FDS
+$109.2K
12,779
+2%
减持
IDXX
IDEXX LABS INC
+$106.6K
945
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$102.7K
26,902
+4%
清仓
SUB
ISHARES TR
-$101.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$98.1K
4,340
-9%
减持
—
DUPONT DE NEMOURS INC
-$96.0K
14,988
-0%
减持
MRK
MERCK & CO INC
-$93.4K
4,387
-10%
增持
GE
GE AEROSPACE
+$92.7K
1,316
+7%
减持
GOOG
ALPHABET INC
+$91.1K
4,313
-0%
减持
APD
AIR PRODS & CHEMS INC
-$89.0K
886
-23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$85.0K
837
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$77.7K
7,471
+1%
减持
AMAT
APPLIED MATLS INC
+$77.3K
2,431
-4%
减持
IWP
ISHARES TR
+$76.4K
3,881
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$74.6K
479
-1%
减持
JNJ
JOHNSON & JOHNSON
-$72.7K
2,438
-9%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$71.9K
2,308
-39%
减持
NEE
NEXTERA ENERGY INC
-$68.7K
5,032
-15%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$68.7K
16,060
+22%
减持
LLY
ELI LILLY & CO
-$68.0K
735
-5%
增持
DLTR
DOLLAR TREE INC
+$66.4K
2,753
+0%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$65.1K
20,081
+7%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$58.7K
999
减持
HD
HOME DEPOT INC
-$57.5K
2,754
-5%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$56.0K
18,746
+14%
增持
SPYG
SPDR SERIES TRUST
+$52.1K
3,460
+0%
减持
WMT
WALMART INC
-$51.7K
5,319
-18%
减持
MA
MASTERCARD INCORPORATED
-$51.5K
397
-21%
减持
HON
HONEYWELL INTL INC
-$51.5K
1,151
-24%
增持
CSCO
CISCO SYS INC
+$51.3K
6,648
+0%
减持
NKE
NIKE INC
+$49.5K
9,248
-3%
增持
COST
COSTCO WHSL CORP NEW
+$49.1K
384
+10%
减持
ABBV
ABBVIE INC
-$45.5K
1,659
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$34.8K
879
-3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$34.6K
0
-100%
建仓
SPSM
SPDR SERIES TRUST
+$34.1K
800
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$32.5K
3,461
-7%
减持
RTX
RTX CORPORATION
+$32.3K
2,773
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$31.9K
998
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$31.9K
667
-13%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$27.8K
9,985
-3%
减持
CTAS
CINTAS CORP
-$27.4K
1,004
-18%
增持
ABT
ABBOTT LABS
+$26.7K
3,616
+3%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$25.7K
23,786
+1%
减持
LOW
LOWES COS INC
-$23.6K
1,031
-5%
增持
MDYV
SPDR SERIES TRUST
+$23.5K
5,658
+2%
建仓
SNOV
FIRST TR EXCHNG TRADED FD VI
+$23.1K
1,000
减持
MS
MORGAN STANLEY
+$22.5K
3,685
-13%
增持
IFV
FIRST TR EXCHANGE TRADED FD
+$22.1K
6,900
+1%
减持
CMCSA
COMCAST CORP NEW
-$20.7K
7,633
-4%
减持
DE
DEERE & CO
+$20.7K
566
-1%
增持
—
CRH PLC
+$19.6K
3,401
+3%
增持
MDYG
SPDR SERIES TRUST
+$19.4K
2,185
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$17.2K
552
-3%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$15.3K
3,205
+7%
减持
UNP
UNION PAC CORP
-$14.7K
928
-4%
增持
IJH
ISHARES TR
+$13.8K
3,718
+0%
增持
SLYV
SPDR SERIES TRUST
+$13.5K
3,723
+3%
减持
V
VISA INC
+$12.4K
6,977
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$10.3K
1,348
+2%
减持
CL
COLGATE PALMOLIVE CO
-$9.4K
3,033
-0%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$9.0K
200
减持
SPGI
S&P GLOBAL INC
+$8.9K
837
-2%
减持
KO
COCA COLA CO
-$8.6K
2,957
-3%
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$8.4K
1,000
+25%
增持
IJR
ISHARES TR
+$8.1K
1,673
+0%
减持
BAC
BANK AMERICA CORP
-$7.3K
6,171
-14%
增持
CVS
CVS HEALTH CORP
+$7.1K
4,985
+0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$6.9K
618
-7%
增持
BSV
VANGUARD BD INDEX FDS
+$5.9K
5,114
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$5.3K
435
+6%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
-$5.0K
400
-33%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$4.5K
1,650
-0%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$4.3K
6,610
+2%
减持
VTC
VANGUARD SCOTTSDALE FDS
+$4.2K
14,427
-0%
建仓
TMAR
FIRST TR EXCHNG TRADED FD VI
+$4.2K
200
减持
AMT
AMERICAN TOWER CORP NEW
+$3.9K
1,596
-0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$3.2K
1,135
+1%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$2.4K
150
建仓
WCME
FIRST TR EXCHANGE-TRADED FD
+$2.4K
150
增持
AGG
ISHARES TR
+$2.2K
4,209
+0%
增持
—
ACCENTURE PLC IRELAND
-$1.1K
1,606
+4%
