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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 136 项
建仓 21
增持 73
减持 38
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$13.0M
450,500
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$7.4M
1,094,873
-14%
增持
VCRM
VANGUARD MUN BD FDS
+$6.9M
200,004
+81%
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
VXUS
VANGUARD STAR FDS
+$4.6M
639,617
+4%
增持
VOO
VANGUARD INDEX FDS
+$2.8M
61,056
+0%
建仓
VSDM
VANGUARD MUN BD FDS
+$2.4M
31,787
增持
EFA
ISHARES TR
+$1.4M
23,554
+161%
增持
AAPL
APPLE INC
+$1.3M
24,582
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
325,670
-0%
增持
BND
VANGUARD BD INDEX FDS
+$972.8K
139,588
+9%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$874.3K
176,598
+5%
增持
MSFT
MICROSOFT CORP
+$874.1K
16,509
+7%
增持
VCRB
VANGUARD MALVERN FDS
+$792.0K
24,906
+66%
增持
GOOGL
ALPHABET INC
+$768.8K
11,051
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$727.3K
267,683
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$661.5K
12,510
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$643.0K
183,853
+8%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$627.2K
4
-20%
建仓
ORCL
ORACLE CORP
+$516.6K
1,837
减持
VXF
VANGUARD INDEX FDS
+$470.8K
46,831
-3%
增持
NVDA
NVIDIA CORPORATION
+$424.7K
12,361
+4%
建仓
QCOM
QUALCOMM INC
+$382.3K
2,298
建仓
APO
APOLLO GLOBAL MGMT INC
+$363.6K
2,728
减持
AMZN
AMAZON COM INC
-$348.0K
11,885
-12%
增持
ABBV
ABBVIE INC
+$340.8K
2,802
+69%
建仓
BX
BLACKSTONE INC
+$337.8K
1,977
减持
GOOG
ALPHABET INC
+$285.1K
4,312
-0%
减持
PG
PROCTER AND GAMBLE CO
-$264.9K
11,191
-10%
增持
VTV
VANGUARD INDEX FDS
+$262.7K
13,517
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$254.2K
29,937
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$251.7K
1,123
+68%
减持
DFAI
DIMENSIONAL ETF TRUST
-$239.2K
28,200
-23%
建仓
GEV
GE VERNOVA INC
+$237.4K
386
建仓
NOC
NORTHROP GRUMMAN CORP
+$235.2K
386
增持
SCHB
SCHWAB STRATEGIC TR
+$230.8K
120,563
+0%
建仓
NSC
NORFOLK SOUTHN CORP
+$230.7K
768
增持
JPM
JPMORGAN CHASE & CO.
+$219.1K
6,223
+3%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$218.2K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$212.9K
1,134
-53%
清仓
KO
COCA COLA CO
-$210.7K
0
-100%
清仓
BDN
BRANDYWINE RLTY TR
-$207.1K
0
-100%
建仓
MCK
MCKESSON CORP
+$200.3K
259
建仓
LRCX
LAM RESEARCH CORP
+$200.2K
1,493
建仓
SPEM
SPDR INDEX SHS FDS
+$193.1K
4,125
减持
TXN
TEXAS INSTRS INC
-$190.3K
7,834
-0%
增持
QQQ
INVESCO QQQ TR
+$187.9K
3,391
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$175.2K
99,227
-5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$174.2K
77,239
+1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$154.3K
22,607
+4%
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$153.6K
3,000
增持
UNH
UNITEDHEALTH GROUP INC
+$135.4K
2,453
+8%
增持
VO
VANGUARD INDEX FDS
+$129.1K
2,153
+20%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$112.5K
6,829
+39%
增持
GE
GE AEROSPACE
+$109.8K
1,491
+13%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$107.8K
28,976
-2%
增持
JNJ
JOHNSON & JOHNSON
+$106.2K
2,581
+6%
减持
CVS
CVS HEALTH CORP
-$106.1K
3,154
-37%
减持
HD
HOME DEPOT INC
+$104.5K
2,750
-0%
减持
VGT
VANGUARD WORLD FD
+$100.0K
1,367
-2%
减持
IWM
ISHARES TR
+$99.4K
7,774
-6%
增持
MA
MASTERCARD INCORPORATED
+$99.4K
567
+43%
增持
MUB
ISHARES TR
+$95.4K
33,543
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$94.3K
1,332
-17%
增持
TSLA
TESLA INC
+$89.7K
666
+2%
减持
—
ACCENTURE PLC IRELAND
-$89.6K
1,583
-1%
增持
AVGO
BROADCOM INC
+$86.7K
1,593
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$86.4K
877
+5%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$68.5K
24,132
+1%
增持
META
META PLATFORMS INC
+$67.3K
3,349
+3%
增持
BAC
BANK AMERICA CORP
+$66.3K
6,946
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$61.3K
2,257
-8%
减持
CSCO
CISCO SYS INC
-$61.2K
5,847
-12%
减持
DOW
DOW INC
-$57.9K
15,023
-1%
增持
VUG
VANGUARD INDEX FDS
+$57.5K
1,097
+3%
增持
IWP
ISHARES TR
+$57.2K
4,181
+8%
减持
ISRG
INTUITIVE SURGICAL INC
-$57.1K
543
-2%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$54.0K
717
增持
FV
FIRST TR EXCHANGE TRADED FD
+$53.8K
15,403
+2%
增持
SLYV
SPDR SERIES TRUST
+$51.7K
3,933
+6%
增持
LOW
LOWES COS INC
+$51.7K
1,116
+8%
增持
VTES
VANGUARD WELLINGTON FD
+$51.1K
51,102
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$50.0K
7,421
-1%
减持
CL
COLGATE PALMOLIVE CO
-$46.8K
2,863
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.0K
3,677
+0%
减持
NKE
NIKE INC
-$42.6K
8,812
-5%
增持
PEP
PEPSICO INC
+$41.6K
1,967
+11%
减持
IJK
ISHARES TR
+$41.6K
8,691
-0%
增持
VWOB
VANGUARD WHITEHALL FDS
+$40.0K
3,538
+18%
减持
—
EXXON MOBIL CORP
-$39.9K
3,796
-13%
增持
ABT
ABBOTT LABS
+$38.5K
3,959
+9%
减持
BLK
BLACKROCK INC
+$38.3K
544
-4%
增持
WMT
WALMART INC
+$37.3K
5,408
+2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$33.8K
1,572
+57%
增持
FDD
FIRST TR EXCHANGE-TRADED FD
+$33.0K
15,575
+11%
增持
NEE
NEXTERA ENERGY INC
+$32.7K
5,060
+1%
增持
SPYG
SPDR SERIES TRUST
+$32.2K
3,464
+0%
增持
CMCSA
COMCAST CORP NEW
-$31.9K
7,654
+0%
减持
DE
DEERE & CO
-$29.5K
565
-0%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$29.2K
14,606
+1%
减持
COST
COSTCO WHSL CORP NEW
-$28.4K
380
-1%
减持
HON
HONEYWELL INTL INC
-$27.0K
1,145
-1%
增持
V
VISA INC
-$26.1K
7,180
+3%
减持
MRK
MERCK & CO INC
+$23.5K
4,376
-0%
增持
MCD
MCDONALDS CORP
+$23.2K
1,484
+1%
增持
MDYV
SPDR SERIES TRUST
+$22.9K
5,663
+0%
增持
NFLX
NETFLIX INC
-$21.3K
171
+1%
减持
IJJ
ISHARES TR
+$20.2K
3,660
-0%
增持
SPSM
SPDR SERIES TRUST
+$20.1K
1,170
+46%
建仓
VV
VANGUARD INDEX FDS
+$19.1K
62
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$18.1K
16,860
+5%
增持
CRM
SALESFORCE INC
-$17.8K
953
+6%
增持
CTAS
CINTAS CORP
-$17.3K
1,006
+0%
增持
IJR
ISHARES TR
+$16.2K
1,675
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$15.1K
20,371
-6%
建仓
SPDW
SPDR INDEX SHS FDS
+$14.9K
349
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$14.6K
19,729
-2%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$14.2K
20,847
+3%
增持
UNP
UNION PAC CORP
+$13.6K
961
+4%
建仓
IUSV
ISHARES TR
+$13.4K
134
增持
IJH
ISHARES TR
+$12.3K
3,721
+0%
建仓
SPMD
SPDR SERIES TRUST
+$10.8K
189
增持
LLY
ELI LILLY & CO
-$10.6K
737
+0%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$9.2K
0
-100%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$8.6K
623
+1%
增持
AGG
ISHARES TR
+$6.5K
4,230
+0%
增持
APD
AIR PRODS & CHEMS INC
+$6.2K
939
+6%
增持
BSV
VANGUARD BD INDEX FDS
+$5.0K
5,163
+1%
建仓
EFV
ISHARES TR
+$4.5K
67
减持
VIGI
VANGUARD WHITEHALL FDS
-$4.4K
389
-11%
建仓
EFG
ISHARES TR
+$4.1K
36
增持
SPGI
S&P GLOBAL INC
+$3.0K
913
+9%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$2.9K
18,846
+1%
建仓
ESGV
VANGUARD WORLD FD
+$2.4K
20
建仓
DFIS
DIMENSIONAL ETF TRUST
+$2.2K
71
减持
VYMI
VANGUARD WHITEHALL FDS
-$1.7K
1,255
-7%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.2K
1,139
+0%
