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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

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 调仓2025-12-31 → 2026-03-31 · 共 36 项建仓 6增持 20减持 10

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

-$2.8M

12,792 -18%

增持

COST COSTCO WHSL CORP NEW

+$2.3M

2,796 +373%

减持

AMZN AMAZON COM INC

-$1.4M

14,999 -24%

建仓

VTEC VANGUARD CALIF TAX FREE FDS

+$1.2M

12,140

建仓

AVDE AMERICAN CENTY ETF TR

+$1.0M

12,150

增持

DFIV DIMENSIONAL ETF TRUST

+$793.0K

88,920 +14%

减持

CGDV CAPITAL GROUP DIVIDEND VALUE

-$548.0K

418,274 -0%

增持

CGHM CAPITAL GRP FIXED INCM ETF T

+$503.0K

195,259 +12%

增持

GOOGL ALPHABET INC

-$424.0K

16,926 +0%

减持

AVUV AMERICAN CENTY ETF TR

+$414.0K

58,868 -1%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$398.0K

34,091 +56%

增持

VOO VANGUARD INDEX FDS

+$377.0K

1,956 +55%

减持

AAPL APPLE INC

-$373.0K

18,542 -1%

增持

JPM JPMORGAN CHASE & CO.

-$363.0K

18,435 +3%

增持

VSDM VANGUARD MUN BD FDS

+$332.0K

26,960 +20%

减持

LDP COHEN & STEERS LTD DURATION

-$267.0K

74,866 -10%

建仓

MUNY VANGUARD NY TAX FREE FDS

+$245.0K

2,400

建仓

SHEL SHELL PLC

+$232.0K

2,500

建仓

FVD FIRST TR EXCHANGE-TRADED FD

+$224.0K

4,766

建仓

CDC VICTORY PORTFOLIOS II

+$212.0K

2,968

减持

CGMU CAPITAL GRP FIXED INCM ETF T

-$190.0K

112,471 -5%

减持

TSPA T ROWE PRICE ETF INC

-$158.0K

67,714 -1%

增持

VPLS VANGUARD MALVERN FDS

+$139.0K

5,205 +53%

减持

PM PHILIP MORRIS INTL INC

-$119.0K

2,775 -23%

增持

FNDX SCHWAB STRATEGIC TR

+$117.0K

36,443 +11%

增持

FENI FIDELITY COVINGTON TRUST

+$112.0K

63,181 +3%

增持

KBDC KAYNE ANDERSON BDC INC

+$100.0K

20,079 +64%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$99.0K

4,693 +0%

增持

CGGG CAPITAL GROUP EQUITY ETF TR

+$72.0K

17,259 +35%

减持

HD HOME DEPOT INC

-$57.0K

1,479 -6%

增持

MRK MERCK & CO INC

+$55.0K

3,317 +2%

增持

TFLR T ROWE PRICE ETF INC

+$36.0K

8,562 +11%

增持

NVDA NVIDIA CORPORATION

-$28.0K

17,502 +6%

增持

SCHG SCHWAB STRATEGIC TR

-$26.0K

31,426 +9%

增持

DFAI DIMENSIONAL ETF TRUST

+$6.0K

7,279 +0%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$1.0K

7,650 +0%

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。