Redwood Wealth Management Group, LLC 13F 持仓 · 2026年Q1
Redwood Wealth Management Group 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 165 只证券，申报市值合计 2.32 亿美元。前几大持仓：SWVXX（9.63%）、SNVXX（6.75%）、BPTRX（6.01%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $22.3M | 9.63% | 22.3M | 增持 |
| 2 | SNVXX | SCHWAB GOVERNMENT MONEY INV | $15.6M | 6.75% | 15.6M | 增持 |
| 3 | BPTRX | BARON PARTNERS RETAIL | $13.9M | 6.01% | 58,165 | 增持 |
| 4 | NVDA | NVIDIA CORP | $5.4M | 2.33% | 30,972 | 减持 |
| 5 | GOOG | ALPHABET INC CLASS CLASS C | $4.9M | 2.13% | 17,166 | 减持 |
| 6 | AVGO | BROADCOM INC | $4.9M | 2.10% | 15,725 | 增持 |
| 7 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $4.7M | 2.04% | 197,883 | 减持 |
| 8 | IBM | IBM CORP | $4.6M | 1.99% | 19,052 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $4.6M | 1.98% | 12,366 | 增持 |
| 10 | HNHAF | HON HAI PRECISION ORDF | $4.4M | 1.92% | 756,115 | 减持 |
| 11 | GOOGL | ALPHABET INC CLASS CLASS A | $4.1M | 1.78% | 14,344 | 增持 |
| 12 | AAPL | APPLE INC | $4.0M | 1.72% | 15,732 | 增持 |
| 13 | AMZN | AMAZON.COM INC | $4.0M | 1.72% | 19,150 | 增持 |
| 14 | IVW | ISHARES S&P 500 GROWTH ETF | $3.8M | 1.64% | 33,607 | 减持 |
| 15 | FGSIX | FEDERATED HERMES MDT MID CAP GROWTH IS | $3.6M | 1.55% | 58,320 | 减持 |
| 16 | XOM | EXXON MOBIL CORP | $3.5M | 1.52% | 20,717 | 减持 |
| 17 | IVV | ISHARES CORE S&P 500 ETF | $3.5M | 1.51% | 5,350 | 减持 |
| 18 | IWM | ISHARES RUSSELL 2000 ETF | $3.3M | 1.43% | 13,344 | 减持 |
| 19 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $3.3M | 1.42% | 22,445 | 增持 |
| 20 | ET | ENERGY TRANSFER L P LP | $3.1M | 1.35% | 161,782 | 减持 |
| 21 | KMI | KINDER MORGAN INC DEL | $3.0M | 1.29% | 89,181 | 减持 |
| 22 | MDIJX | MFS INTL DIVERSIFICATION I | $3.0M | 1.29% | 107,847 | 减持 |
| 23 | FAGCX | FIDELITY ADVISOR GROWTH OPPS I | $3.0M | 1.28% | 13,943 | 减持 |
| 24 | MU | MICRON TECHNOLOGY INC | $2.5M | 1.09% | 7,473 | 增持 |
| 25 | LBNYX | LORD ABBETT BOND-DEBENTURE I | $2.5M | 1.07% | 351,531 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR