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Tanager Wealth Management LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Tanager Wealth Management LLP
报告期 2026-03-31 · CIK 1892929
持仓数
145
前50大市值合计
$990.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 136 项
建仓 16
增持 73
减持 39
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
PICB
INVESCO EXCH TRADED FD TR II
+$16.5M
3,676,200
+28%
减持
XHLF
BONDBLOXX ETF TRUST
-$14.6M
1,462,142
-17%
建仓
BBBS
BONDBLOXX ETF TRUST
+$10.5M
204,728
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。
增持
ITOT
ISHARES TR
+$9.3M
1,107,276
+11%
增持
XONE
BONDBLOXX ETF TRUST
+$8.7M
556,988
+46%
增持
MSFT
MICROSOFT CORP
+$4.0M
43,969
+73%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$3.7M
251,946
+9%
减持
IUSB
ISHARES TR
-$2.9M
301,632
-17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.7M
1,128,295
+1%
增持
GOOG
ALPHABET INC
-$2.4M
120,855
+2%
减持
BKAG
BNY MELLON ETF TRUST
-$2.4M
1,204,595
-4%
减持
AGG
ISHARES TR
-$2.4M
252,569
-8%
增持
PFXF
VANECK ETF TRUST
+$2.3M
1,587,632
+10%
减持
MOAT
VANECK ETF TRUST
-$2.1M
149,422
-6%
增持
IEUR
ISHARES TR
+$2.0M
153,598
+25%
增持
TAXX
BONDBLOXX ETF TRUST
+$2.0M
230,239
+22%
减持
BND
VANGUARD BD INDEX FDS
-$1.9M
163,111
-13%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
12,711
-13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
538,845
+5%
减持
IWV
ISHARES TR
-$1.2M
35,098
-5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.0M
396,087
+5%
增持
AAPL
APPLE INC
-$921.9K
79,483
+2%
减持
AMZN
AMAZON COM INC
-$854.4K
22,453
-6%
减持
DFAS
DIMENSIONAL ETF TRUST
-$792.4K
389,339
-5%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC D
+$780.2K
414
建仓
MO
ALTRIA GROUP INC
+$762.5K
11,553
减持
PFF
ISHARES TR
-$739.2K
186,725
-10%
增持
DFIS
DIMENSIONAL ETF TRUST
+$675.2K
499,562
+2%
增持
GOOGL
ALPHABET INC
-$573.4K
34,343
+3%
减持
XTEN
BONDBLOXX ETF TRUST
-$525.5K
13,124
-46%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$515.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$508.7K
20,027
+25%
增持
RDDT
REDDIT INC
-$461.1K
4,905
+1%
减持
AVUS
AMERICAN CENTY ETF TR
-$403.1K
178,650
-1%
增持
META
META PLATFORMS INC
+$384.4K
7,479
+27%
增持
—
EXXON MOBIL CORP
+$380.2K
7,098
+4%
建仓
VTV
VANGUARD INDEX FDS
+$372.8K
1,900
建仓
TFI
SPDR SERIES TRUST
+$363.7K
8,022
增持
COP
CONOCOPHILLIPS
+$342.4K
8,572
+2%
增持
VTI
VANGUARD INDEX FDS
-$335.3K
206,819
+4%
建仓
TAXM
BONDBLOXX ETF TRUST
+$316.4K
6,350
清仓
—
AON PLC
-$307.4K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$299.7K
1,866
-17%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$291.7K
0
-100%
减持
VANI
VIVANI MEDICAL INC
-$268.1K
641,085
-13%
减持
CVX
CHEVRON CORPORATION
+$266.9K
9,584
-15%
建仓
—
ASTRAZENECA PLC
+$260.4K
1,344
建仓
AMAT
APPLIED MATLS INC
+$258.4K
756
增持
VB
VANGUARD INDEX FDS
+$255.6K
10,787
+8%
增持
DELL
DELL TECHNOLOGIES INC
+$249.7K
5,126
+9%
建仓
VOE
VANGUARD INDEX FDS
+$244.5K
1,327
清仓
APO
APOLLO GLOBAL MGMT INC
-$238.0K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$232.5K
1,088
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$232.5K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$230.2K
17,422
-10%
建仓
STIP
ISHARES TR
+$219.1K
2,118
建仓
SPDW
SPDR INDEX SHS FDS
+$213.1K
4,669
清仓
DIS
DISNEY WALT CO
-$210.4K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$210.1K
0
-100%
建仓
—
EATON CORP PLC
+$205.7K
575
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$204.7K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$187.3K
5,192
-2%
增持
MDB
MONGODB INC
-$163.2K
945
+1%
减持
JPM
JPMORGAN CHASE & CO
-$160.4K
3,708
-5%
增持
ELM
SERIES PORTFOLIOS TR
+$159.8K
129,100
+5%
增持
BSX
BOSTON SCIENTIFIC CORP
-$154.8K
5,031
+2%
增持
—
ASML HLDG NV
+$151.4K
305
+30%
增持
COST
COSTCO WHOLESALE CORPORATION
+$144.8K
977
+2%
增持
DEO
DIAGEO PLC
-$144.0K
12,445
+0%
增持
IWF
ISHARES TR
+$139.6K
928
+72%
建仓
HLN
HALEON PLC
+$136.2K
13,603
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$131.5K
2,738
-2%
增持
MU
MICRON TECHNOLOGY INC
+$129.4K
1,902
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$124.0K
3,195
+25%
增持
CAT
CATERPILLAR INC
+$124.0K
509
+23%
增持
WMT
WALMART INC
+$119.9K
4,700
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$117.8K
1,951
+9%
增持
GLD
SPDR GOLD TR
+$117.2K
1,129
+21%
增持
AXP
AMERICAN EXPRESS CO
-$112.3K
2,097
+4%
增持
INTU
INTUIT
-$109.1K
529
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$107.4K
806
-7%
减持
IDEV
ISHARES TR
-$101.4K
67,812
-3%
增持
JNJ
JOHNSON & JOHNSON
+$101.2K
2,362
+3%
减持
IWM
ISHARES TR
-$97.9K
11,031
-4%
增持
IVV
ISHARES TR
+$97.4K
1,788
+14%
减持
MSTR
STRATEGY INC
-$95.2K
1,731
-15%
增持
LLY
ELI LILLY & CO
+$89.7K
559
+42%
减持
DFSI
DIMENSIONAL ETF TRUST
-$83.6K
7,912
-19%
增持
KLAC
KLA CORP
+$75.4K
238
+5%
增持
TSLA
TESLA INC
+$74.7K
1,182
+46%
增持
PEP
PEPSICO INC
+$69.9K
1,867
+22%
增持
ABT
ABBOTT LABORATORIES
-$69.0K
3,359
+2%
增持
HD
HOME DEPOT INC
+$67.8K
1,219
+26%
增持
AVGO
BROADCOM INC
+$66.3K
4,120
+18%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$66.2K
13,170
减持
FPE
FIRST TR EXCH TRADED FD III
-$65.9K
48,804
-5%
增持
ORCL
ORACLE CORP
-$63.2K
3,222
+17%
增持
NEE
NEXTERA ENERGY INC
+$62.0K
4,844
+1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$60.5K
44,941
-1%
增持
FITB
FIFTH THIRD BANCORP
+$56.9K
6,154
+25%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$56.7K
24,923
+0%
减持
DFSU
DIMENSIONAL ETF TRUST
-$53.1K
22,286
-0%
减持
NFLX
NETFLIX INC.
-$52.1K
6,034
-11%
增持
PPG
PPG INDS INC
+$51.2K
2,546
+18%
减持
IEMG
ISHARES INC
-$49.1K
28,028
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$48.9K
1,845
+21%
增持
VUG
VANGUARD INDEX FDS
+$47.1K
1,715
+19%
减持
IGSB
ISHARES TR
-$39.8K
4,928
-13%
增持
HWM
HOWMET AEROSPACE INC
+$37.9K
1,095
+5%
增持
NEM
NEWMONT CORP
+$35.4K
2,514
+6%
减持
IEFA
ISHARES TR
-$33.4K
116,587
-1%
增持
RTX
RTX CORPORATION
+$30.5K
1,592
+6%
增持
MAR
MARRIOTT INTL INC NEW
+$29.9K
1,554
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$28.5K
789
+9%
建仓
WIT
WIPRO LTD
+$27.5K
12,987
增持
ABBV
ABBVIE INC
-$27.1K
3,939
+2%
增持
MA
MASTERCARD INCORPORATED
+$26.0K
701
+23%
减持
EMLC
VANECK ETF TRUST
-$25.1K
8,710
-8%
增持
ISRG
INTUITIVE SURGICAL INC
-$22.0K
440
+11%
增持
ESGU
ISHARES TR
-$22.0K
3,319
+1%
增持
PG
PROCTER & GAMBLE CO
+$17.8K
6,265
+1%
减持
IJR
ISHARES TR
-$17.5K
2,651
-8%
减持
VYM
VANGUARD WHITEHALL FDS
-$16.4K
1,744
-9%
增持
V
VISA INC
-$15.2K
1,760
+13%
增持
DFUS
DIMENSIONAL ETF TRUST
-$15.1K
4,890
+0%
增持
MCD
MCDONALDS CORP
+$14.3K
1,417
+2%
减持
KO
COCA COLA CO
+$13.5K
3,673
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
-$13.5K
15,007
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.8K
991
+27%
增持
DFSB
DIMENSIONAL ETF TRUST
+$6.0K
25,926
+1%
增持
LOW
LOWES COS INC
-$5.3K
1,688
+1%
减持
—
FERROVIAL SE
-$4.7K
3,429
-1%
增持
IWP
ISHARES TR
+$4.3K
1,924
+9%
增持
MS
MORGAN STANLEY
-$4.2K
3,103
+7%
减持
DFSE
DIMENSIONAL ETF TRUST
+$876
5,926
-2%
增持
NSC
NORFOLK SOUTHN CORP
-$291
831
+1%
