CIK: 0002109497
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 50
Platt Wealth Management LLC在最新一期 13F 报告中披露了 50 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 16.8%。
Platt Wealth Management LLC 目前披露的持仓，Herfindahl 集中度指数为 0.060——换算下来相当于约 17 个等权重仓位，明显低于其实际披露的 50 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.43），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 43%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MSFT
-18.1% -US$282.1万
加仓 COST
+373.1% US$227.6万
减仓 AMZN
-24.1% -US$143.9万
减仓 CGDV
-0.5% -US$54.8万
加仓 DFIV
+13.8% US$79.3万
减仓 MNST
0.0% -US$40.8万
| # | 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 | CGDV | Cap Group Dividend Value | ETF-其他 | 17.35% | -0.83% | -0.48% | |
| 2 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 6.84% | -0.52% | — | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.34% | +0.30% | -1.42% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.29% | -0.45% | +2.67% | |
| 5 | CGHM | Cap Group Muni High-income | ETF-其他 | 4.82% | +0.42% | +12.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.75% | -0.50% | +0.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.62% | -2.87% | -18.14% | |
| 8 | AAPL | Apple INC | 股票-科技 | 4.59% | -0.44% | -0.74% | |
| 9 | DFIV | Dimensional International Va | ETF-其他 | 4.58% | +0.71% | +13.77% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.05% | -1.47% | -24.13% | |
| 11 | CGMU | Cap Group Municipal Income | ETF-其他 | 2.98% | -0.24% | -5.06% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.98% | -0.07% | +5.95% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.72% | +2.22% | +373.10% | |
| 14 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 2.70% | -0.20% | -1.05% | |
| 15 | CAT | Caterpillar INC | 股票-工业 | 2.31% | +0.41% | — | |
| 16 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 2.29% | +0.07% | +3.26% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.19% | -0.14% | +0.47% | |
| 18 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 2.00% | +0.29% | +19.53% | |
| 19 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 1.46% | -0.29% | -10.08% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.34% | +0.38% | +55.87% | |
| 21 | VTEC | Vanguard Ca Tax-ex Bond | ETF-其他 | 1.17% | +1.17% | NEW | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.14% | +0.36% | +54.99% | |
| 23 | AVDE | Avantis International Equity | ETF-其他 | 1.00% | +1.00% | NEW | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.99% | +0.10% | +10.50% | |
| 25 | MFSM | Mfs Active Inter Muni Bond | ETF-其他 | 0.89% | -0.03% | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.89% | -0.04% | +8.83% | |
| 27 | CGUS | Cap Group Core Equity | ETF-其他 | 0.63% | -0.04% | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.48% | -0.02% | — | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | -0.07% | -6.33% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | +0.01% | — | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.10% | — | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | -0.12% | -22.92% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | -0.08% | — | |
| 34 | CGGG | Cap Group Large Growth | ETF-其他 | 0.43% | +0.07% | +34.98% | |
| 35 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 0.42% | +0.03% | +11.35% | |
| 36 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.39% | +0.13% | +53.45% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | +0.05% | +1.56% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.38% | — | +0.17% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.36% | -0.12% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | -0.05% | — | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.33% | +0.03% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | -0.02% | — | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.31% | — | — | |
| 44 | DFAI | Dimensional International Co | ETF-其他 | 0.28% | +0.01% | +0.01% | |
| 45 | KBDC | Kayne Anderson Bdc INC | 股票-其他 | 0.27% | +0.10% | +64.06% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.24% | +0.02% | — | |
| 47 | MUNY | Vanguard Ny Tax-ex Bond | ETF-其他 | 0.24% | +0.24% | NEW | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.23% | +0.23% | NEW | |
| 49 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.22% | +0.22% | NEW | |
| 50 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.21% | +0.21% | NEW |
Q3 2026表现
+3.2%
近4个季度表现
+9.6%
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74%）计算
Platt Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Ca Tax-ex Bond (VTEC); 新建仓: Avantis International Equity (AVDE); 新建仓: Vanguard Ny Tax-ex Bond (MUNY); 新建仓: Shell Plc-adr (SHEL); 新建仓: First Trust Value Line Dvd (FVD).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-06 | 13F-HR | 在 EDGAR 上查看 |
资产规模相近的机构
CIK 0002131759
申报总市值
US$1.0亿
81 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0001378145
申报总市值
US$1.0亿
425 stks
2026-03-31
资产规模与本机构相差仅 0.1%
CIK 0001911470
申报总市值
US$1.0亿
100 stks
2026-03-31
资产规模与本机构相差仅 0.1%
持仓风格相似的机构
CIK 0001906275
申报总市值
US$2.4亿
118 stks
2025-12-31
数据过旧，未更新
前五大持仓重叠 2/5 档，同样重仓 Avantis US Small Cap Value
CIK 0002032561
申报总市值
US$2.4亿
160 stks
2026-03-31
前五大持仓重叠 2/5 档，同样重仓 Jpmorgan Chase & Co
CIK 0002064807
申报总市值
US$1.3亿
74 stks
2026-03-31
前五大持仓重叠 2/5 档，同样重仓 Avantis US Small Cap Value