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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 43 项建仓 7增持 13减持 15清仓 8

方向

标的

Δ市值

现股数(环比)

清仓

SMH VANECK ETF TRUST

-$9.2M

0 -100%

建仓

VTV VANGUARD INDEX FDS

+$6.7M

34,840

减持

KWEB KRANESHARES TRUST

-$4.7M

60,575 -63%

增持

GOOG ALPHABET INC

+$3.9M

20,529 +95%

增持

AAPL APPLE INC

+$3.8M

16,443 +505%

减持

META META PLATFORMS INC

-$3.6M

936 -84%

增持

AVGO BROADCOM INC

+$2.5M

8,354 +598%

建仓

MAGS LISTED FDS TR

+$2.2M

33,961

减持

MSFT MICROSOFT CORP

-$2.0M

476 -89%

增持

QQQ INVESCO QQQ TR

+$2.0M

31,800 +5%

建仓

RDDT REDDIT INC

+$1.4M

5,060

减持

IBIT ISHARES BITCOIN TRUST ETF

-$1.1M

7,761 -67%

减持

ORCL ORACLE CORP

-$932.5K

7,912 -10%

增持

SHOP SHOPIFY INC

+$920.6K

5,898 +251%

减持

BIL SPDR SERIES TRUST

-$832.2K

13,919 -39%

建仓

GLD SPDR GOLD TR

+$713.4K

1,800

减持

SPY SPDR S&P 500 ETF TR

+$554.2K

51,051 -1%

清仓

DIA SPDR DOW JONES INDL AVERAGE

-$494.8K

0 -100%

减持

— TESLA INC

-$452.3K

27 -50%

建仓

GEV GE VERNOVA INC

+$368.0K

563

减持

SCHO SCHWAB STRATEGIC TR

-$366.7K

265,055 -5%

清仓

— ALIBABA GROUP HLDG LTD

-$362.9K

0 -100%

建仓

ALAB ASTERA LABS INC

+$349.0K

2,098

增持

NFLX NETFLIX INC

-$333.0K

7,330 +761%

清仓

— INVESCO QQQ TR

-$328.4K

0 -100%

减持

JPM JPMORGAN CHASE & CO.

-$298.6K

6,565 -14%

清仓

WMT WALMART INC

-$279.9K

0 -100%

增持

TSLA TESLA INC

+$263.9K

10,095 +5%

建仓

RKT ROCKET COS INC

+$247.8K

12,800

清仓

— KRANESHARES TRUST

-$228.8K

0 -100%

增持

AMZN AMAZON COM INC

+$223.0K

13,029 +3%

清仓

CPRO CALAMOS ETF TR

-$218.3K

0 -100%

清仓

— SPDR S&P 500 ETF TR

-$216.8K

0 -100%

增持

XLE SELECT SECTOR SPDR TR

-$196.2K

8,010 +29%

增持

BIV VANGUARD BD INDEX FDS

+$137.3K

68,017 +3%

减持

GS GOLDMAN SACHS GROUP INC

-$118.9K

3,312 -13%

增持

BABA ALIBABA GROUP HLDG LTD

+$100.9K

5,262 +40%

增持

UBER UBER TECHNOLOGIES INC

-$77.2K

6,288 +4%

减持

NVDA NVIDIA CORPORATION

-$64.2K

16,908 -2%

减持

— BANK AMERICA CORP

-$33.9K

841 -2%

减持

SPYM SPDR SERIES TRUST

-$25.4K

24,064 -4%

减持

APLE APPLE HOSPITALITY REIT INC

-$21.8K

15,051 -10%

增持

— WELLS FARGO CO NEW

+$5.9K

841 +2%

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。