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

Platt Wealth Management LLC

报告期 2026-03-31 · CIK 0002109497

持仓数

50

前50大市值合计

$102.6M

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*

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$17.8M

418,274

17.3%

MNST MONSTER BEVERAGE CORP NEW

COM

$7.0M

96,834

6.8%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$6.5M

58,868

6.3%

JPM JPMORGAN CHASE & CO.

COM

$5.4M

18,435

5.3%

CGHM CAPITAL GRP FIXED INCM ETF T

MUNICIPAL HIGH I

$4.9M

195,259

4.8%

GOOGL ALPHABET INC

CAP STK CL A

$4.9M

16,926

4.7%

MSFT MICROSOFT CORP

COM

$4.7M

12,792

4.6%

AAPL APPLE INC

COM

$4.7M

18,542

4.6%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$4.7M

88,920

4.6%

AMZN AMAZON COM INC

COM

$3.1M

14,999

3.0%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$3.1M

112,471

3.0%

NVDA NVIDIA CORPORATION

COM

$3.1M

17,502

3.0%

COST COSTCO WHSL CORP NEW

COM

$2.8M

2,796

2.7%

TSPA T ROWE PRICE ETF INC

US EQUITY RESEAR

$2.8M

67,714

2.7%

CAT CATERPILLAR INC

COM

$2.4M

3,347

2.3%

FENI FIDELITY COVINGTON TRUST

ENHANCED INTL

$2.4M

63,181

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.2M

4,693

2.2%

VSDM VANGUARD MUN BD FDS

SHORT TAX EXEMPT

$2.1M

26,960

2.0%

LDP COHEN & STEERS LTD DURATION

COM

$1.5M

74,866

1.5%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$1.4M

34,091

1.3%

VTEC VANGUARD CALIF TAX FREE FDS

TAX EXEMPT BD FD

$1.2M

12,140

1.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.2M

1,956

1.1%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$1.0M

12,150

1.0%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$1.0M

36,443

1.0%

MFSM MFS ACTIVE EXCHANGE TRADED F

INTERMEDITE MUNI

$916.0K

36,875

0.9%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$915.0K

31,426

0.9%

CGUS CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI

$644.0K

16,783

0.6%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$492.0K

12,665

0.5%

HD HOME DEPOT INC

COM

$486.0K

1,479

0.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$470.0K

2,400

0.5%

TSLA TESLA INC

COM

$467.0K

1,256

0.5%

PM PHILIP MORRIS INTL INC

COM

$458.0K

2,775

0.4%

LLY ELI LILLY & CO

COM

$457.0K

497

0.4%

CGGG CAPITAL GROUP EQUITY ETF TR

US LARGE GROWT

$437.0K

17,259

0.4%

TFLR T ROWE PRICE ETF INC

FLOATING RATE

$431.0K

8,562

0.4%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$403.0K

5,205

0.4%

MRK MERCK & CO INC

COM

$398.0K

3,317

0.4%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$387.0K

7,650

0.4%

QCOM QUALCOMM INC

COM

$365.0K

2,835

0.4%

VUG VANGUARD INDEX FDS

GROWTH ETF

$362.0K

830

0.4%

TSM TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS

$337.0K

1,000

0.3%

SPY SPDR S&P 500 ETF TR

TR UNIT

$332.0K

511

0.3%

ITA ISHARES TR

US AER DEF ETF

$317.0K

1,450

0.3%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$283.0K

7,279

0.3%

KBDC KAYNE ANDERSON BDC INC

COM SHS

$275.0K

20,079

0.3%

WMT WALMART INC

COM

$249.0K

2,010

0.2%

MUNY VANGUARD NY TAX FREE FDS

TAX EXEMPT BD

$245.0K

2,400

0.2%

SHEL SHELL PLC

SPON ADS

$232.0K

2,500

0.2%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$224.0K

4,766

0.2%

CDC VICTORY PORTFOLIOS II

VCSHS US EQ INCM

$212.0K

2,968

0.2%

* 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

45%前 6 大占比

CGDV17.3%MNST6.8%AVUV6.3%JPM5.3%CGHM4.8%GOOGL4.7%