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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 43 项建仓 9增持 10减持 9清仓 15

方向

标的

Δ市值

现股数(环比)

清仓

VTV VANGUARD INDEX FDS

-$6.7M

0 -100%

减持

AAPL APPLE INC

-$3.7M

3,061 -81%

增持

SCHO SCHWAB STRATEGIC TR

+$3.3M

400,329 +51%

建仓

MU MICRON TECHNOLOGY INC

+$3.1M

9,151

建仓

JNJ JOHNSON & JOHNSON

+$2.6M

10,819

建仓

TNA DIREXION SHARES ETF TRUST

+$2.6M

59,277

减持

AVGO BROADCOM INC

-$2.6M

908 -89%

建仓

LRCX LAM RESEARCH CORP

+$2.4M

11,131

清仓

MAGS LISTED FDS TR

-$2.2M

0 -100%

清仓

JPM JPMORGAN CHASE & CO.

-$2.1M

0 -100%

减持

GS GOLDMAN SACHS GROUP INC

-$2.1M

993 -70%

清仓

KWEB KRANESHARES TRUST

-$2.1M

0 -100%

清仓

SPYM SPDR SERIES TRUST

-$1.9M

0 -100%

增持

BIL SPDR SERIES TRUST

+$1.9M

34,249 +146%

清仓

ORCL ORACLE CORP

-$1.5M

0 -100%

增持

QQQ INVESCO QQQ TR

-$1.5M

32,372 +2%

减持

GOOG ALPHABET INC

-$1.4M

17,496 -15%

减持

NVDA NVIDIA CORPORATION

-$1.2M

11,172 -34%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$1.2M

50,904 -0%

清仓

SHOP SHOPIFY INC

-$1.2M

0 -100%

建仓

CAT CATERPILLAR INC

+$1.0M

1,429

建仓

LLY ELI LILLY & CO

+$960.2K

1,044

清仓

VOO VANGUARD INDEX FDS

-$777.0K

0 -100%

建仓

HEGD LISTED FDS TR

+$721.4K

29,207

建仓

— INVESCO QQQ TR

+$710.3K

387

增持

TSLA TESLA INC

-$687.1K

10,364 +3%

增持

RDDT REDDIT INC

+$675.9K

15,338 +203%

建仓

— STATE STR SPDR S&P 500 ETF T

+$612.0K

278

清仓

UBER UBER TECHNOLOGIES INC

-$513.8K

0 -100%

减持

AMZN AMAZON COM INC

-$407.7K

12,482 -4%

清仓

IBIT ISHARES BITCOIN TRUST ETF

-$385.3K

0 -100%

清仓

GEV GE VERNOVA INC

-$368.0K

0 -100%

清仓

XLE SELECT SECTOR SPDR TR

-$358.1K

0 -100%

清仓

— TESLA INC

-$352.8K

0 -100%

清仓

ALAB ASTERA LABS INC

-$349.0K

0 -100%

增持

META META PLATFORMS INC

+$319.9K

1,639 +75%

清仓

MSFT MICROSOFT CORP

-$230.2K

0 -100%

减持

— BANK AMERICA CORP

-$82.8K

827 -2%

增持

GLD SPDR GOLD TR

+$82.7K

1,850 +3%

增持

RKT ROCKET COS INC

-$26.9K

15,500 +21%

减持

APLE APPLE HOSPITALITY REIT INC

-$5.4K

15,024 -0%

增持

BABA ALIBABA GROUP HLDG LTD

-$2.2K

6,130 +16%

增持

BIV VANGUARD BD INDEX FDS

-$995

68,621 +1%

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。