CIK: 0002048885
申报总市值
US$3.7亿
申报季度: 2026-03-31 · 持股只数: 146
Prasad Wealth Partners, LLC在最新一期 13F 报告中披露了 146 项持股，申报期为 2026-03-31，总持股市值约为 US$3.7亿，季度换手率为 10.9%。
Prasad Wealth Partners, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.026——换算下来相当于约 38 个等权重仓位，明显低于其实际披露的 146 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 1.69），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 17%；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
+5.2% -US$132.4万
加仓 HEFA
+1.3% US$72.7万
减仓 AMZN
-4.7% -US$125.4万
加仓 VTI
+189.7% US$96.6万
加仓 RSP
+3.3% US$58.7万
减仓 SHOP
+3.2% -US$94.2万
| # | 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 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 5.87% | -0.18% | +2.31% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 5.36% | — | +1.45% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 5.11% | +0.30% | +1.25% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.79% | +0.25% | +3.26% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.09% | — | +1.82% | |
| 6 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-其他 | 3.65% | — | +2.81% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.30% | +0.15% | +1.62% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.84% | +0.21% | -2.00% | |
| 9 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.80% | — | +3.19% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-其他 | 2.69% | +0.13% | +4.84% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.65% | -0.02% | +1.81% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.62% | — | +1.15% | |
| 13 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-科技型 | 2.53% | — | +2.53% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 2.48% | +0.18% | +3.67% | |
| 15 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 2.40% | +0.16% | +3.73% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.26% | — | +4.01% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.19% | +0.18% | +8.31% | |
| 18 | IYF | Ishares US Financials ETF | ETF-其他 | 2.19% | -0.06% | +4.31% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.17% | — | +5.87% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | -0.29% | -4.66% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.09% | -0.07% | -0.47% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | -0.21% | -3.07% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.88% | — | +5.98% | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.78% | +0.17% | +9.49% | |
| 25 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.54% | — | +3.19% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.33% | +5.23% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | -0.09% | -1.97% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.19% | — | +6.72% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.16% | — | +7.51% | |
| 30 | SHOP | Shopify INC - Class A | 股票-科技 | 0.81% | -0.23% | +3.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | +0.10% | +16.61% | |
| 32 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-其他 | 0.79% | +0.10% | +14.40% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | -1.06% | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.67% | -0.11% | -9.75% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | -0.12% | -2.64% | |
| 36 | PH | Parker Hannifin CORP | 股票-工业 | 0.50% | — | -0.53% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.43% | -0.07% | +1.38% | |
| 38 | C | Citigroup INC | 股票-金融 | 0.42% | — | -1.21% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.08% | -4.03% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | +0.26% | +189.72% | |
| 41 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.40% | — | +13.31% | |
| 42 | NU | Nu Holdings Ltd. | 股票-金融 | 0.39% | -0.07% | -2.69% | |
| 43 | NFLX | Netflix INC | 股票-通信服务 | 0.39% | +0.39% | NEW | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.37% | — | -5.52% | |
| 45 | ✓ | On Hldg AG | 股票-其他 | 0.36% | -0.11% | +1.11% | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.35% | — | -0.66% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.33% | — | -1.42% | |
| 48 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-其他 | 0.32% | -0.20% | -39.24% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.32% | — | -2.71% | |
| 50 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.31% | +0.14% | +110.86% |
Q3 2026表现
+2.2%
近4个季度表现
+15%
基于可获取价格的持仓（占申报价值的72%）计算
Prasad Wealth Partners, LLC 在 2026-03-31 最显著的持仓异动： 清仓: First Trust North American E (EMLP); 新建仓: Netflix INC (NFLX); 新建仓: TE Connectivity plc (TEL); 新建仓: Autodesk INC (ADSK); 新建仓: Ford Motor Co (F).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-27 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-04 | 13F-HR | 在 EDGAR 上查看 |
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