申报总市值
US$9704.6万
申报季度: 2026-03-31 · 持股只数: 109
PARTNERS WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 109 项持股，申报期为 2026-03-31，总持股市值约为 US$9704.6万，季度换手率为 17.2%。
加仓 AMAX
+42.2% US$170.3万
加仓 RHRX
+40.3% US$114.6万
减仓 AGOX
-8.4% -US$96.8万
加仓 XOM
-0.2% US$59.5万
减仓 MSFT
+1.1% -US$54.0万
减仓 LLY
-3.7% -US$53.1万
| # | 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 | AAPL | Apple INC | 股票-科技 | 6.96% | -0.58% | +0.17% | |
| 2 | AMAX | Adaptive Hedged Multi-asset | ETF-其他 | 6.34% | +1.69% | +42.24% | |
| 3 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 5.82% | -1.09% | -8.41% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-其他 | 4.46% | -0.29% | -4.21% | |
| 5 | RHRX | Rh Tactical Rotation ETF | ETF-其他 | 3.82% | +1.15% | +40.35% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.34% | -0.24% | -0.88% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.59% | — | +1.37% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.57% | -0.58% | -3.70% | |
| 9 | T | At&t INC | 股票-通信服务 | 2.30% | +0.26% | -2.00% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.12% | +0.60% | -0.16% | |
| 11 | VDE | Vanguard Energy ETF | ETF-其他 | 1.96% | +0.51% | -0.40% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.93% | -0.15% | +2.24% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.59% | +1.13% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | -0.21% | -3.55% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.66% | -0.24% | -2.03% | |
| 16 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-其他 | 1.62% | -0.14% | -5.99% | |
| 17 | EMLP | First Trust North American E | ETF-其他 | 1.44% | +0.18% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.35% | — | -0.14% | |
| 19 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 1.23% | -0.12% | -6.61% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.19% | +0.30% | -0.15% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.10% | -0.12% | -2.16% | |
| 22 | ✓ | Bondbloxx ETF Trust | ETF-其他 | 1.08% | — | +6.22% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.08% | — | — | |
| 24 | DWX | State Street Spdr S&p Intern | ETF-其他 | 1.04% | — | -0.93% | |
| 25 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.02% | — | -0.75% | |
| 26 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-其他 | 1.00% | — | -0.48% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.00% | — | -0.44% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.11% | -0.03% | |
| 29 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.96% | — | -0.35% | |
| 30 | KORP | American Century Diversified | ETF-其他 | 0.91% | -0.10% | -7.57% | |
| 31 | MSTR | Strategy INC | 股票-科技 | 0.91% | -0.21% | +0.27% | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.90% | — | -2.29% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.89% | -0.12% | -0.51% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | -0.41% | |
| 35 | ✓ | Bondbloxx ETF Trust | ETF-其他 | 0.84% | — | +2.28% | |
| 36 | BP | Bp Plc-spons Adr | 股票-能源 | 0.82% | +0.10% | -14.54% | |
| 37 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.80% | — | -0.36% | |
| 38 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.80% | — | -0.62% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | — | — | |
| 40 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 0.73% | — | +9.24% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | — | -1.11% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.70% | — | -1.61% | |
| 43 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.67% | +0.18% | — | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.62% | +0.11% | — | |
| 45 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.61% | — | — | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.60% | — | +2.33% | |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.60% | — | — | |
| 48 | MO | Altria Group INC | 股票-非周期性消费 | 0.59% | — | +0.46% | |
| 49 | GLW | Corning INC | 股票-科技 | 0.57% | +0.20% | -0.05% | |
| 50 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.56% | -0.15% | -18.99% |
Q3 2026表现
+2.6%
近4个季度表现
+16.3%
基于可获取价格的持仓（占申报价值的79%）计算
Partners Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ste Str Spdr Pt Dw EU ETF (SPDW); 新建仓: Franklin International Low V (LVHI); 清仓: Wisdomtree International Hed (IHDG); 清仓: Oracle CORP (ORCL); 新建仓: Invesco S&p International De (IDMO).