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

Momentum Wealth Planning, LLC

报告期 2026-03-31 · CIK 0002087652

持仓数

36

前50大市值合计

$112.5M

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 46 项建仓 10增持 11减持 18清仓 7

方向

标的

Δ市值

现股数(环比)

建仓

SMH VANECK ETF TRUST

+$9.2M

28,210

减持

AVGO BROADCOM INC

-$4.4M

1,197 -93%

清仓

FCX FREEPORT-MCMORAN INC

-$3.5M

0 -100%

减持

WMT WALMART INC

-$3.3M

2,716 -92%

增持

KWEB KRANESHARES TRUST

+$3.0M

162,100 +47%

减持

SPY SPDR S&P 500 ETF TR

+$2.5M

51,436 -0%

建仓

ORCL ORACLE CORP

+$2.5M

8,799

增持

QQQ INVESCO QQQ TR

+$2.1M

30,397 +4%

增持

MSFT MICROSOFT CORP

+$2.0M

4,360 +814%

减持

NFLX NETFLIX INC

-$1.5M

851 -54%

减持

GS GOLDMAN SACHS GROUP INC

-$1.4M

3,805 -39%

清仓

BRK/B BERKSHIRE HATHAWAY INC DEL

-$1.4M

0 -100%

减持

TSLA TESLA INC

+$1.2M

9,615 -2%

清仓

RKT ROCKET COS INC

-$926.7K

0 -100%

建仓

— TESLA INC

+$805.1K

54

增持

GOOG ALPHABET INC

+$793.9K

10,515 +6%

增持

BIL SPDR SERIES TRUST

+$678.6K

22,933 +48%

增持

JPM JPMORGAN CHASE & CO.

+$646.7K

7,653 +26%

减持

NVDA NVIDIA CORPORATION

+$401.7K

17,244 -3%

建仓

— ALIBABA GROUP HLDG LTD

+$362.9K

48

增持

IBIT ISHARES BITCOIN TRUST ETF

+$355.5K

23,550 +23%

减持

META META PLATFORMS INC

-$348.4K

5,763 -7%

清仓

VLUE ISHARES TR

-$328.9K

0 -100%

建仓

— INVESCO QQQ TR

+$328.4K

325

建仓

ANET ARISTA NETWORKS INC

+$256.4K

1,760

增持

BABA ALIBABA GROUP HLDG LTD

+$249.6K

3,751 +4%

增持

SCHO SCHWAB STRATEGIC TR

+$247.9K

279,758 +4%

清仓

CEG CONSTELLATION ENERGY CORP

-$245.6K

0 -100%

建仓

GOOGL ALPHABET INC

+$243.1K

1,000

建仓

— KRANESHARES TRUST

+$228.8K

300

增持

XLE SELECT SECTOR SPDR TR

+$223.2K

6,205 +59%

建仓

CPRO CALAMOS ETF TR

+$218.3K

8,183

建仓

— SPDR S&P 500 ETF TR

+$216.8K

301

清仓

MTUM ISHARES TR

-$211.0K

0 -100%

清仓

CMG CHIPOTLE MEXICAN GRILL INC

-$210.6K

0 -100%

减持

SHOP SHOPIFY INC

-$186.9K

1,679 -56%

减持

VOO VANGUARD INDEX FDS

-$126.8K

1,239 -20%

减持

BIV VANGUARD BD INDEX FDS

-$116.5K

66,076 -3%

减持

AMZN AMAZON COM INC

-$59.4K

12,681 -2%

减持

AAPL APPLE INC

+$58.4K

2,719 -12%

增持

UBER UBER TECHNOLOGIES INC

+$47.1K

6,032 +3%

减持

— WELLS FARGO CO NEW

+$47.0K

821 -0%

减持

— BANK AMERICA CORP

+$44.3K

861 -1%

减持

APLE APPLE HOSPITALITY REIT INC

-$29.6K

16,651 -15%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$19.5K

1,064 -9%

减持

SPYM SPDR SERIES TRUST

-$9.9K

24,966 -8%

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。