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Manske Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Manske Wealth Management

报告期 2026-03-31 · CIK 0002095143

持仓数

215

前50大市值合计

$267.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$59.5M

185,502

22.2%

AAPL APPLE INC

COM

$24.4M

96,289

9.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$13.8M

215,721

5.2%

GAL SSGA ACTIVE ETF TR

STATE STREET GLO

$11.6M

233,519

4.3%

AMZN AMAZON COM INC

COM

$10.7M

51,356

4.0%

GOOG ALPHABET INC

CAP STK CL C

$8.8M

30,682

3.3%

PGX INVESCO EXCH TRADED FD TR II

PFD ETF

$7.2M

664,411

2.7%

JPME J P MORGAN EXCHANGE TRADED F

DIVERSFED RTRN

$6.9M

59,844

2.6%

— EXXON MOBIL CORP

COM

$6.3M

36,883

2.3%

MSFT MICROSOFT CORP

COM

$5.8M

15,800

2.2%

JPIB J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF

$5.7M

119,102

2.1%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$5.2M

225,655

2.0%

SHYG ISHARES TR

0-5YR HI YL CP

$4.9M

116,590

1.8%

VZ VERIZON COMMUNICATIONS INC

COM

$4.3M

85,079

1.6%

NVDA NVIDIA CORPORATION

COM

$4.2M

23,835

1.6%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$4.1M

127,565

1.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$3.9M

6,828

1.5%

T AT&T INC

COM

$3.9M

135,289

1.5%

BTI BRITISH AMERN TOB PLC

SPONSORED ADR

$3.8M

64,773

1.4%

— LYONDELLBASELL INDUSTRIES NV

SHS - A -

$3.7M

45,647

1.4%

RIO RIO TINTO PLC

SPONSORED ADR

$3.4M

36,625

1.3%

YLD PRINCIPAL EXCHANGE TRADED FD

ACTIVE HIGH YL

$3.4M

177,732

1.3%

INKM SSGA ACTIVE ETF TR

STATE STREET INC

$3.1M

93,217

1.2%

REET ISHARES TR

GLOBAL REIT ETF

$3.1M

122,135

1.1%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$3.0M

100,712

1.1%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$3.0M

64,346

1.1%

C CITIGROUP INC

COM NEW

$3.0M

26,251

1.1%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$2.6M

54,214

1.0%

CVS CVS HEALTH CORP

COM

$2.6M

36,249

1.0%

USB US BANCORP

COM NEW

$2.5M

47,936

0.9%

IDV ISHARES TR

INTL SEL DIV ETF

$2.5M

57,811

0.9%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$2.4M

46,156

0.9%

BCI ABRDN ETFS

BBRG ALL COMD K1

$2.4M

98,758

0.9%

— TOTALENERGIES SE

ACT

$2.4M

26,195

0.9%

CVX CHEVRON CORPORATION

COM

$2.3M

10,939

0.8%

XLRE SELECT SECTOR SPDR TR

STATE STREET REA

$2.2M

53,482

0.8%

UPS UNITED PARCEL SVCS INC

CL B

$2.2M

21,960

0.8%

GSK GSK PLC

SPONSORED ADR

$2.1M

38,569

0.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.0M

3,082

0.7%

MMM 3M CO

COM

$2.0M

13,756

0.7%

AOM ISHARES TR

CORE 40/60 MODER

$2.0M

42,011

0.7%

ET ENERGY TRANSFER L P

COM UT LTD PTN

$1.8M

92,093

0.7%

SHEL SHELL PLC

SPON ADS

$1.8M

18,905

0.7%

JPM JPMORGAN CHASE & CO

COM

$1.8M

5,969

0.7%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$1.7M

9,106

0.7%

GIS GENERAL MILLS INC

COM

$1.7M

44,714

0.6%

CWB SPDR SERIES TRUST

STATE STREET SPD

$1.6M

17,546

0.6%

MRK MERCK & CO INC

COM

$1.5M

12,709

0.6%

KHC KRAFT HEINZ CO

COM

$1.5M

67,555

0.6%

CMCSA COMCAST CORP NEW

CL A

$1.5M

52,625

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

48%前 6 大占比

VTI22.2%AAPL9.1%VEA5.2%GAL4.3%AMZN4.0%GOOG3.3%