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Welch Financial Planning, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Welch Financial Planning, LLC

报告期 2026-03-31 · CIK 0002085141

持仓数

67

前50大市值合计

$135.0M

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 调仓2025-12-31 → 2026-03-31 · 共 57 项建仓 10增持 33减持 11清仓 3

方向

标的

Δ市值

现股数(环比)

减持

BA BOEING CO

-$1.1M

59,503 -0%

增持

IDMO INVESCO EXCH TRADED FD TR II

+$963.5K

106,162 +21%

增持

JGRO J P MORGAN EXCHANGE TRADED F

-$793.8K

138,201 +3%

增持

EYLD CAMBRIA ETF TR

+$706.8K

161,387 +4%

增持

JTEK J P MORGAN EXCHANGE TRADED F

-$645.6K

88,517 +4%

建仓

QTJA INNOVATOR ETFS TRUST

+$382.9K

13,469

增持

LST MANAGED PORTFOLIO SERIES

+$373.6K

205,166 +4%

建仓

DDFM INNOVATOR ETFS TRUST

+$364.5K

19,417

增持

DIVB ISHARES TR

+$349.1K

231,557 +1%

增持

EMMF WISDOMTREE TR

+$308.4K

123,040 +3%

建仓

DDFJ INNOVATOR ETFS TRUST

+$287.9K

15,346

建仓

PG PROCTER & GAMBLE CO

+$283.8K

1,965

建仓

LLY ELI LILLY & CO

+$269.4K

293

建仓

DDFF INNOVATOR ETFS TRUST

+$244.3K

12,907

建仓

IVV ISHARES TR

+$229.4K

351

清仓

CMA COMERICA INC

-$226.6K

0 -100%

清仓

QTAP INNOVATOR ETFS TRUST

-$221.0K

0 -100%

建仓

— EXXON MOBIL CORP

+$212.3K

1,251

建仓

WMT WALMART INC

+$203.6K

1,638

清仓

NJUL INNOVATOR ETFS TRUST

-$203.3K

0 -100%

增持

EWX SPDR INDEX SHS FDS

+$179.5K

84,274 +3%

减持

WISE THEMES ETF TR

-$164.3K

22,831 -1%

增持

MSFT MICROSOFT CORP

-$155.8K

2,209 +10%

增持

DIVO AMPLIFY ETF TR

+$145.4K

78,891 +3%

增持

JNJ JOHNSON & JOHNSON

+$132.0K

2,075 +14%

增持

XDQQ INNOVATOR ETFS TRUST

-$125.1K

84,999 +3%

减持

ARCC ARES CAPITAL CORP

-$120.9K

41,835 -3%

增持

AMZN AMAZON COM INC

+$117.2K

1,854 +59%

减持

XBAP INNOVATOR ETFS TRUST

-$108.0K

21,137 -13%

减持

DMBS DOUBLELINE ETF TRUST

-$96.6K

9,209 -17%

增持

COST COSTCO WHOLESALE CORPORATION

+$84.5K

373 +12%

增持

ABBV ABBVIE INC

+$70.2K

2,326 +22%

减持

BPRE BLUEROCK PVT REAL ESTATE FD

+$68.9K

71,047 -4%

增持

SMCF THEMES ETF TR

+$64.9K

24,597 +2%

增持

NVDA NVIDIA CORPORATION

+$64.6K

4,467 +17%

减持

USB US BANCORP

-$63.3K

7,352 -12%

增持

AAPL APPLE INC

-$61.5K

9,364 +4%

增持

GOOG ALPHABET INC

-$60.1K

2,813 +2%

增持

SOXX ISHARES TR

+$58.6K

1,680 +3%

增持

XLK SELECT SECTOR SPDR TR

-$51.8K

92,376 +8%

减持

PJUL INNOVATOR ETFS TRUST

-$49.9K

18,222 -5%

增持

DDFD INNOVATOR ETFS TRUST

+$48.2K

94,533 +4%

减持

COWZ PACER FDS TR

-$44.4K

7,109 -13%

建仓

API AGORA INC

+$39.1K

11,037

增持

DDFO INNOVATOR ETFS TRUST

+$36.6K

32,173 +6%

增持

XBJL INNOVATOR ETFS TRUST

+$32.7K

176,603 +1%

增持

XBJA INNOVATOR ETFS TRUST

+$31.7K

16,687 +9%

减持

BALL BALL CORP

+$29.9K

9,183 -5%

增持

XBOC INNOVATOR ETFS TRUST

-$15.6K

26,411 +0%

增持

QTOC INNOVATOR ETFS TRUST

+$14.9K

20,034 +6%

减持

DDFL INNOVATOR ETFS TRUST

-$12.1K

123,676 -0%

增持

DDFS INNOVATOR ETFS TRUST

+$12.0K

163,144 +1%

增持

YEAR AB ACTIVE ETFS INC

+$9.1K

26,075 +1%

增持

AVGO BROADCOM INC

+$7.7K

895 +15%

增持

JPM JPMORGAN CHASE & CO

-$5.9K

969 +7%

增持

XTOC INNOVATOR ETFS TRUST

+$5.0K

46,990 +4%

增持

GOOGL ALPHABET INC

+$4.3K

2,660 +9%

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。