申报总市值
US$4.4亿
申报季度: 2026-03-31 · 持股只数: 105
Decker Wealth Management LLC在最新一期 13F 报告中披露了 105 项持股，申报期为 2026-03-31，总持股市值约为 US$4.4亿，季度换手率为 16.8%。
减仓 VUG
-15.0% -US$792.7万
加仓 MLPX
+1.5% US$536.3万
加仓 MDT
+2038.4% US$481.6万
加仓 SHLD
+15.1% US$288.5万
减仓 LLY
-2.2% -US$308.6万
加仓 VYM
+2.7% US$126.7万
仅显示前 104 大持股（共 105 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 6.28% | +1.38% | +1.52% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.73% | -1.55% | -14.98% | |
| 3 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 5.62% | +0.31% | -0.58% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 5.21% | +0.12% | -4.80% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.07% | +0.44% | +2.73% | |
| 6 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 3.82% | +0.18% | +3.32% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.60% | -0.55% | -2.20% | |
| 8 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 3.19% | +0.74% | +15.10% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.06% | -0.17% | -1.89% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.79% | -0.27% | -3.95% | |
| 11 | HYBL | Ss Blackstone High INC ETF | ETF-其他 | 2.65% | -0.01% | -1.58% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.20% | -0.23% | -3.97% | |
| 13 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 2.16% | -0.03% | -3.16% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 2.04% | -0.22% | -2.35% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 2.03% | +0.22% | -2.68% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.03% | +24.21% | |
| 17 | DMAR | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.89% | +0.27% | +10.60% | |
| 18 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.81% | +0.10% | +3.90% | |
| 19 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.81% | — | -2.68% | |
| 20 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.72% | +1.72% | NEW | |
| 21 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.70% | +0.10% | +4.68% | |
| 22 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.67% | — | +1.03% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.64% | -0.29% | -16.82% | |
| 24 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.63% | +0.12% | +5.77% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | +0.21% | +24.08% | |
| 26 | HCA | Hca Healthcare INC | 股票-医疗保健 | 1.53% | +0.08% | +0.74% | |
| 27 | NUE | Nucor CORP | 股票-原材料 | 1.53% | — | -2.23% | |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.52% | -0.05% | -5.40% | |
| 29 | WM | Waste Management INC | 股票-工业 | 1.48% | +0.15% | +2.37% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 1.45% | +0.09% | +0.38% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | -0.04% | +9.11% | |
| 32 | R | Ryder System INC | 股票-工业 | 1.29% | — | -4.86% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | -0.03% | +1.23% | |
| 34 | AMGN | Amgen INC | 股票-医疗保健 | 1.26% | — | -5.39% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 1.15% | +1.09% | +2038.42% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 1.12% | -0.03% | +14.97% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.87% | +0.10% | -1.70% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | -0.03% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | — | |
| 40 | DMAY | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.47% | — | -3.74% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | +0.07% | -1.58% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | -0.04% | — | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.41% | — | +3.68% | |
| 44 | CSX | Csx CORP | 股票-工业 | 0.39% | +0.05% | — | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.38% | — | +0.08% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.37% | — | — | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | -0.18% | -21.12% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.34% | -0.02% | -5.73% | |
| 49 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.30% | — | +2.54% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.28% | — | — |
Q3 2026表现
+0.8%
近4个季度表现
+4.3%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的79%）计算
Decker Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Global X Art Intel & Tech (AIQ); 清仓: Vici Properties INC (VICI); 清仓: Public Storage (PSA); 新建仓: Fb Financial CORP (FBK).
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数据过旧，未更新
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