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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 26
增持 81
减持 41
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$7.6M
507,231
-0%
增持
VCRM
VANGUARD MUN BD FDS
+$4.2M
384,157
+18%
减持
VOO
VANGUARD INDEX FDS
-$2.6M
85,192
-0%
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
+$2.2M
688,440
+2%
减持
MSFT
MICROSOFT CORP
-$2.1M
17,178
-2%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.4M
126,220
+24%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$950.4K
17,636
-39%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$893.3K
199,562
+7%
增持
MUB
ISHARES TR
+$720.9K
40,729
+21%
减持
VTEB
VANGUARD MUN BD FDS
-$702.9K
1,100,757
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$648.4K
644,313
-1%
增持
BND
VANGUARD BD INDEX FDS
+$536.5K
178,390
+5%
建仓
VPLS
VANGUARD MALVERN FDS
+$495.6K
6,388
增持
DFAC
DIMENSIONAL ETF TRUST
+$439.3K
11,407
+11307%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$418.2K
265,544
-0%
增持
AAPL
APPLE INC
-$379.8K
26,090
+1%
减持
GOOGL
ALPHABET INC
-$298.2K
11,022
-1%
增持
V
VISA INC
-$282.1K
7,202
+3%
增持
META
META PLATFORMS INC
-$270.9K
3,358
+1%
建仓
PWR
QUANTA SVCS INC
+$255.3K
465
增持
DFAX
DIMENSIONAL ETF TRUST
+$254.8K
83,058
+6%
减持
LLY
ELI LILLY & CO
-$240.1K
884
-10%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$229.7K
3,187
增持
VXF
VANGUARD INDEX FDS
-$226.1K
68,881
+0%
建仓
DE
DEERE & CO
+$216.9K
385
建仓
OKE
ONEOK INC NEW
+$210.2K
2,326
建仓
WM
WASTE MGMT INC DEL
+$207.7K
904
增持
AMZN
AMAZON COM INC
-$202.4K
12,211
+3%
建仓
GLD
SPDR GOLD TR
+$202.2K
470
清仓
AXP
AMERICAN EXPRESS CO
-$202.0K
0
-100%
减持
NKE
NIKE INC
-$189.8K
7,026
-20%
增持
LMT
LOCKHEED MARTIN CORP
+$185.2K
1,214
+7%
增持
COST
COSTCO WHOLESALE CORPORATION
+$165.5K
430
+41%
增持
GEV
GE VERNOVA INC
+$165.0K
484
+23%
减持
—
EXXON MOBIL CORP
+$164.5K
3,807
-5%
减持
BX
BLACKSTONE INC
-$163.7K
3,945
-1%
减持
TXN
TEXAS INSTRS INC
+$160.1K
7,763
-0%
增持
JPM
JPMORGAN CHASE & CO
-$152.1K
6,993
+2%
减持
VO
VANGUARD INDEX FDS
-$147.8K
1,661
-23%
增持
WMT
WALMART INC
+$147.6K
6,139
+11%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$147.0K
201,970
-1%
增持
NVDA
NVIDIA CORPORATION
-$145.7K
12,451
+0%
减持
QCOM
QUALCOMM INC
-$144.1K
2,316
-10%
增持
UNH
UNITEDHEALTH GROUP INC
-$141.8K
2,476
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$139.6K
26,108
-9%
增持
FDD
FIRST TR EXCHANGE-TRADED FD
+$135.4K
27,428
+36%
增持
SCHB
SCHWAB STRATEGIC TR
-$130.7K
120,977
+0%
减持
JNJ
JOHNSON & JOHNSON
-$121.7K
1,699
-35%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$120.4K
3,119
-1%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$119.9K
2,658
增持
DFIC
DIMENSIONAL ETF TRUST
+$119.5K
6,089
+117%
减持
GOOG
ALPHABET INC
-$117.3K
4,308
-0%
增持
IDXX
IDEXX LABS INC
-$105.5K
950
+1%
减持
BLK
BLACKROCK INC
-$103.3K
498
-8%
增持
—
ACCENTURE PLC IRELAND
-$95.9K
1,810
+7%
减持
ABT
ABBOTT LABORATORIES
-$92.7K
3,544
-3%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$92.4K
1,929
减持
APO
APOLLO GLOBAL MGMT INC
-$91.6K
2,707
-0%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$89.9K
3,551
+2%
减持
SPGI
S&P GLOBAL INC
-$89.2K
869
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$87.7K
1,513
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$81.8K
2,600
+12%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$81.4K
1,927
增持
LRCX
LAM RESEARCH CORP
+$79.7K
1,569
+5%
减持
VB
VANGUARD INDEX FDS
-$79.3K
5,340
-7%
增持
VGT
VANGUARD WORLD FD
-$77.4K
1,387
+0%
增持
MU
MICRON TECHNOLOGY INC
+$77.3K
975
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$76.5K
8,017
+5%
增持
ORCL
ORACLE CORP
-$76.2K
1,903
+4%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$70.8K
14,147
+27%
减持
—
CRH PLC
-$66.2K
3,401
-0%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$64.6K
5,094
+104%
减持
FXD
FIRST TR EXCHANGE-TRADED FD
-$64.2K
1,495
-36%
增持
HON
HONEYWELL INTL INC
+$61.9K
1,239
+11%
增持
PG
PROCTER & GAMBLE CO
+$61.9K
13,012
+3%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$60.4K
9,690
-1%
减持
VTV
VANGUARD INDEX FDS
+$60.2K
11,734
-0%
增持
WCME
FIRST TR EXCHANGE-TRADED FD
+$59.5K
3,700
+2367%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$57.8K
3,600
+2300%
增持
APH
AMPHENOL CORP
-$57.0K
9,226
+2%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$54.9K
1,015
增持
DFAI
DIMENSIONAL ETF TRUST
+$54.8K
29,040
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$54.4K
2,852
+114%
增持
ISRG
INTUITIVE SURGICAL INC
-$54.3K
574
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$52.8K
2,157
+4%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$51.7K
1,475
增持
AVGO
BROADCOM INC
-$51.1K
1,625
+1%
增持
UNP
UNION PAC CORP
+$51.0K
1,134
+17%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$50.3K
1,368
增持
ABBV
ABBVIE INC
-$50.0K
4,587
+0%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$48.5K
19,770
+3%
增持
SLYV
SPDR SERIES TRUST
+$46.5K
4,362
+8%
建仓
DFGX
DIMENSIONAL ETF TRUST
+$44.4K
846
增持
KO
COCA COLA CO
+$41.0K
5,141
+2%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$40.1K
1,117
+56%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$39.7K
968
+9%
减持
IWP
ISHARES TR
-$39.3K
4,220
-0%
增持
TSLA
TESLA INC
-$37.5K
706
+6%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$36.6K
830
+0%
增持
EFA
ISHARES TR
+$36.3K
24,254
+0%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$35.6K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$33.6K
842
-33%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$32.5K
790
增持
SOXQ
INVESCO EXCH TRADED FD TR II
+$28.5K
6,930
+0%
增持
CRM
SALESFORCE INC
-$28.0K
1,159
+26%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$27.8K
3,648
-1%
增持
VCRB
VANGUARD MALVERN FDS
+$26.9K
24,629
+2%
建仓
QMFE
FIRST TR EXCHNG TRADED FD VI
+$26.6K
1,200
减持
CSCO
CISCO SYS INC
-$25.8K
5,734
-6%
建仓
SFEB
FIRST TR EXCHNG TRADED FD VI
+$24.9K
1,050
增持
MDYV
SPDR SERIES TRUST
+$24.6K
5,923
+5%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$24.6K
22,602
+7%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$24.1K
908
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$23.5K
27,854
+7%
增持
IWM
ISHARES TR
+$23.2K
8,314
+0%
建仓
BSJV
INVESCO EXCH TRD SLF IDX FD
+$22.6K
870
增持
PEP
PEPSICO INC
+$22.5K
2,135
+0%
增持
VTES
VANGUARD WELLINGTON FD
-$22.1K
51,107
+0%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$21.7K
14,687
-1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$20.7K
23,985
+3%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$20.4K
6,940
-4%
增持
CL
COLGATE PALMOLIVE CO
+$20.3K
3,174
+0%
减持
SJNK
SPDR SERIES TRUST
-$18.8K
600
-55%
增持
FV
FIRST TR EXCHANGE TRADED FD
-$18.3K
15,622
+2%
减持
FPE
FIRST TR EXCH TRADED FD III
-$17.5K
19,756
-2%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$16.5K
2,400
+60%
建仓
SCHG
SCHWAB STRATEGIC TR
+$16.3K
561
增持
DIHP
DIMENSIONAL ETF TRUST
+$16.3K
1,629
+42%
减持
LQD
ISHARES TR
-$16.1K
10
-94%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$15.9K
950
减持
AMAT
APPLIED MATLS INC
+$15.7K
855
-21%
建仓
DISV
DIMENSIONAL ETF TRUST
+$15.6K
396
增持
MCD
MCDONALDS CORP
+$15.5K
2,108
+1%
增持
AMT
AMERICAN TOWER CORP
+$14.4K
1,393
+8%
增持
MCK
MCKESSON CORP
+$13.5K
263
+1%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$13.4K
397
增持
BAC
BANK AMERICA CORP
+$11.8K
8,079
+16%
增持
GE
GE AEROSPACE
-$11.6K
1,609
+6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$10.1K
1,591
-10%
增持
VCLT
VANGUARD SCOTTSDALE FDS
-$9.2K
19,528
+1%
增持
SPYV
SPDR SERIES TRUST
+$9.1K
3,450
+5%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$8.8K
247
建仓
DEHP
DIMENSIONAL ETF TRUST
+$8.3K
247
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$8.2K
500
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$7.9K
1,730
+30%
增持
IJR
ISHARES TR
+$7.0K
1,678
+0%
增持
LOW
LOWES COS INC
+$6.8K
1,134
+5%
增持
IJH
ISHARES TR
+$5.9K
3,728
+0%
增持
HD
HOME DEPOT INC
+$5.3K
2,570
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$5.1K
4,410
+2%
