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Total Wealth Planning & Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Total Wealth Planning & Management, Inc.
报告期 2026-03-31 · CIK 0002058383
持仓数
201
前50大市值合计
$74.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 57
减持 40
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
MRK
MERCK & CO INC
+$1.5M
18,940
清仓
CMCSA
COMCAST CORP NEW
-$1.5M
0
-100%
清仓
AEM
AGNICO EAGLE MINES LTD
-$1.2M
0
-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。
建仓
—
CARNIVAL CORP
+$897.1K
2,200
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$857.4K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$835.2K
5,432
+108%
增持
AVGO
BROADCOM INC
+$824.2K
7,486
+1%
建仓
WEYS
WEYCO GROUP INC
+$822.0K
24,788
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$819.0K
40,050
建仓
TOST
TOAST INC
+$814.4K
18,388
建仓
PZZA
PAPA JOHNS INTL INC
+$792.8K
16,200
建仓
EFAD
PROSHARES TR
+$761.7K
17,746
建仓
CRWV
COREWEAVE INC
+$739.8K
4,537
增持
TMUS
T-MOBILE US INC
+$730.4K
5,515
+152%
建仓
CNXC
CONCENTRIX CORP
+$708.3K
13,400
清仓
BBY
BEST BUY INC
-$699.7K
0
-100%
建仓
KVUE
KENVUE INC
+$698.3K
33,364
减持
NVDA
NVIDIA CORPORATION
+$662.4K
13,466
-0%
清仓
HPQ
HP INC
-$627.2K
0
-100%
建仓
EMN
EASTMAN CHEM CO
+$627.1K
8,400
建仓
SWK
STANLEY BLACK & DECKER INC
+$623.3K
9,200
增持
AMZN
AMAZON COM INC
+$615.6K
13,505
+9%
减持
TXO
TXO PARTNERS LP
-$595.9K
79,279
-15%
建仓
HIMS
HIMS & HERS HEALTH INC
+$593.4K
11,904
减持
UPS
UNITED PARCEL SERVICE INC
-$531.8K
6,311
-41%
增持
MU
MICRON TECHNOLOGY INC
+$523.2K
11,249
+13%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$512.2K
8,368
建仓
EWY
ISHARES INC
+$480.8K
6,698
建仓
AVAV
AEROVIRONMENT INC
+$480.4K
1,686
清仓
WEN
WENDYS CO
-$471.1K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$460.5K
4,364
-72%
清仓
FMC
FMC CORP
-$455.7K
0
-100%
减持
NRG
NRG ENERGY INC
+$454.0K
9,083
-14%
建仓
LEU
CENTRUS ENERGY CORP
+$453.4K
6,700
建仓
OKLO
OKLO INC
+$427.5K
7,636
建仓
VNM
VANECK ETF TRUST
+$403.0K
29,311
建仓
XLY
SELECT SECTOR SPDR TR
+$401.6K
1,848
减持
ABBV
ABBVIE INC
-$359.8K
14,538
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$355.7K
7,126
+2%
减持
DY
DYCOM INDS INC
+$331.4K
3,673
-1%
建仓
HUT
HUT 8 CORP
+$327.2K
17,590
增持
GOOGL
ALPHABET INC
+$323.7K
8,522
+12%
减持
SMR
NUSCALE PWR CORP
+$316.2K
13,200
-9%
清仓
THW
ABRDN WORLD HEALTHCARE FUND
-$303.6K
0
-100%
建仓
NCV
VIRTUS CONVERTIBLE & INCOME
+$287.1K
20,217
增持
PYPL
PAYPAL HLDGS INC
+$280.5K
13,677
+21%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$275.6K
1,942
增持
PRIM
PRIMORIS SVCS CORP
+$260.8K
10,221
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$258.6K
2,774
-36%
建仓
XLP
SELECT SECTOR SPDR TR
+$254.3K
3,141
增持
UEC
URANIUM ENERGY CORP
+$233.6K
101,230
+6%
建仓
SMH
VANECK ETF TRUST
+$232.9K
835
清仓
CRM
SALESFORCE INC
-$225.2K
0
-100%
增持
AG
FIRST MAJESTIC SILVER CORP
+$223.3K
67,452
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$222.5K
734
+78%
增持
QQQ
INVESCO QQQ TR
+$221.4K
2,631
+0%
建仓
VTI
VANGUARD INDEX FDS
+$221.0K
727
清仓
OKTA
OKTA INC
-$220.9K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$220.0K
1,491
建仓
SHOP
SHOPIFY INC
+$216.3K
1,875
增持
PFE
PFIZER INC
+$216.0K
49,848
+27%
减持
C
CITIGROUP INC
+$215.7K
4,900
-35%
增持
CAG
CONAGRA BRANDS INC
-$213.4K
46,366
+6%
清仓
MCD
MCDONALDS CORP
-$213.2K
0
-100%
清仓
OKE
ONEOK INC NEW
-$212.8K
0
-100%
清仓
AR
ANTERO RESOURCES CORP
-$207.1K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$206.1K
0
-100%
建仓
WCC
WESCO INTL INC
+$202.8K
1,095
清仓
TS
TENARIS S A
-$202.1K
0
-100%
清仓
SU
SUNCOR ENERGY INC NEW
-$200.7K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$200.3K
1,100
增持
KLIC
KULICKE & SOFFA INDS INC
+$180.7K
20,155
+29%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$179.4K
10,245
增持
BX
BLACKSTONE INC
+$178.5K
4,407
+28%
增持
DVN
DEVON ENERGY CORP NEW
+$178.2K
20,160
+63%
减持
ITA
ISHARES TR
+$177.9K
5,609
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$177.1K
13,998
+25%
减持
ROAD
CONSTRUCTION PARTNERS INC
+$175.6K
7,447
-13%
增持
UNM
UNUM GROUP
+$166.1K
31,373
+8%
建仓
CINF
CINCINNATI FINL CORP
+$153.1K
19,300
增持
JOBY
JOBY AVIATION INC
+$147.0K
28,264
+13%
增持
TSLA
TESLA INC
+$141.6K
1,503
+16%
增持
—
EXXON MOBIL CORP
-$139.2K
14,407
+1%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$135.1K
10,223
+4%
增持
XLC
SELECT SECTOR SPDR TR
+$131.4K
3,524
+35%
增持
J
JACOBS SOLUTIONS INC
+$130.3K
7,137
+7%
增持
DDOG
DATADOG INC
+$129.2K
2,483
+21%
清仓
GLDD
GREAT LAKES DREDGE & DOCK CO
-$128.3K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$125.0K
4,023
+0%
增持
OMC
OMNICOM GROUP INC
-$123.8K
13,437
+2%
增持
CF
CF INDS HLDGS INC
+$114.7K
6,900
+62%
增持
CVX
CHEVRON CORP NEW
-$110.2K
11,000
+17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$97.2K
1,624
-57%
增持
ALLY
ALLY FINL INC
+$97.2K
13,587
+15%
增持
WHR
WHIRLPOOL CORP
-$95.8K
6,400
+3%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$94.9K
7,776
-13%
增持
MPC
MARATHON PETE CORP
+$92.4K
4,125
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$89.5K
7,188
-1%
增持
R
RYDER SYS INC
+$86.3K
2,773
+12%
增持
SBSW
SIBANYE STILLWATER LTD
+$85.6K
23,601
+27%
增持
KHC
KRAFT HEINZ CO
-$78.2K
23,982
+5%
减持
ACHR
ARCHER AVIATION INC
+$76.5K
22,265
-4%
减持
MSFT
MICROSOFT CORP
+$75.8K
6,559
-23%
减持
JNJ
JOHNSON & JOHNSON
-$75.2K
4,972
-1%
清仓
—
PHX MINERALS INC
-$71.5K
0
-100%
减持
CI
THE CIGNA GROUP
-$71.1K
1,438
-13%
减持
RTX
RTX CORPORATION
+$70.8K
5,420
-0%
减持
GE
GE AEROSPACE
+$69.1K
2,214
-12%
减持
HEI
HEICO CORP NEW
+$68.4K
2,518
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$67.5K
35,213
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.0K
1,162
+4%
减持
GSK
GSK PLC
-$65.8K
15,316
-9%
减持
—
COPA HOLDINGS SA
+$64.7K
4,147
-2%
减持
IIIN
INSTEEL INDS INC
+$64.2K
12,815
-18%
清仓
CDE
COEUR MNG INC
-$61.2K
0
-100%
增持
ABNB
AIRBNB INC
+$60.9K
3,533
+4%
增持
HD
HOME DEPOT INC
+$60.5K
4,370
+4%
增持
APD
AIR PRODS & CHEMS INC
+$60.5K
1,421
+23%
增持
MMS
MAXIMUS INC
+$58.1K
5,875
+13%
增持
BP
BP PLC
-$57.1K
21,800
+4%
增持
VLO
VALERO ENERGY CORP
+$54.9K
3,527
+11%
增持
TFC
TRUIST FINL CORP
+$54.4K
16,136
+4%
减持
GLD
SPDR GOLD TR
+$52.9K
3,253
-0%
增持
IAE
VOYA ASIA PAC HIGH DIV EQT I
+$50.8K
46,913
+4%
减持
QBTS
D-WAVE QUANTUM INC
+$50.8K
11,958
-27%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$50.4K
4,265
-0%
增持
IP
INTERNATIONAL PAPER CO
+$50.0K
13,654
+24%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$49.3K
634
-18%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$49.1K
6,433
+21%
减持
WMT
WALMART INC
+$48.6K
8,597
-5%
增持
QCOM
QUALCOMM INC
+$44.5K
2,025
+12%
减持
HGLB
HIGHLAND GLOBAL ALLOCATION F
-$44.2K
35,689
-16%
建仓
UROY
URANIUM RTY CORP
+$43.0K
15,400
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$42.8K
4,750
-0%
增持
FOR
FORESTAR GROUP INC
+$41.1K
22,257
+16%
增持
NFGC
NEW FOUND GOLD CORP
+$40.1K
134,200
+7%
建仓
CAT
CATERPILLAR INC
+$37.9K
10,200
减持
ADC
AGREE RLTY CORP
-$37.7K
5,255
-4%
增持
ETD
ETHAN ALLEN INTERIORS INC
+$35.5K
14,863
+9%
减持
VICI
VICI PPTYS INC
-$35.2K
19,001
-5%
减持
SFM
SPROUTS FMRS MKT INC
-$34.8K
3,890
-12%
减持
UBER
UBER TECHNOLOGIES INC
-$33.8K
10,955
-24%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$33.2K
17,513
-11%
减持
WABC
WESTAMERICA BANCORPORATION
-$33.2K
12,839
-1%
减持
IHD
VOYA EMERGING MKTS HIGH DIVI
+$31.1K
54,250
-1%
增持
MLI
MUELLER INDS INC
+$30.8K
5,948
+2%
减持
NFLX
NETFLIX INC
+$29.6K
176
-20%
增持
D
DOMINION ENERGY INC
+$28.1K
14,621
+3%
增持
WLK
WESTLAKE CORPORATION
+$27.5K
5,586
+41%
增持
GLPI
GAMING & LEISURE PPTYS INC
-$26.0K
13,400
+5%
