13F 机构持仓

Paulson Wealth Management Inc.

West Palm Beach FL · SEC CIK 0001731878

2026Q22026Q1 更早 9 个季度 🔒
$4.27亿2026Q1 申报市值
137持仓数
66.9%前十大占比 · 第一大 14.1%
5 / 6新建仓 / 清仓
申报市值走势$4.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWF 14.1%
IWD 13.7%
IWM 8.6%
EFA 8.4%
AAPL 5.7%
VCSH 4.4%
NBSD 3.4%
IEI 3.2%
SPY 2.8%
VEA 2.7%

2026Q1 买入最多 按季末市值估算

IWF 加仓+$319.20万
IEI 加仓+$213.15万
NBSD 加仓+$191.80万
RSP 加仓+$166.62万
IWM 加仓+$149.32万

2026Q1 卖出最多 按季末市值估算

CWB 减仓-$600.29万
IWV 清仓-$113.66万
IVV 减仓-$109.42万
VCSH 减仓-$89.96万
LOW 减仓-$69.68万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
IWV ISHARES TR $00.00%0 -2,938-100.0% -$113.66万 清仓
IUSG ISHARES TR $00.00%0 -3,221-100.0% -$54.09万 清仓
F FORD MTR CO $00.00%0 -21,003-100.0% -$27.56万 清仓
DBX DROPBOX INC $00.00%0 -9,909-100.0% -$27.55万 清仓
ABG ASBURY AUTOMOTIVE GROUP INC $00.00%0 -946-100.0% -$22.00万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -575-100.0% -$21.27万 清仓
URTH ISHARES INC $20.25万0.05%1,125 1,125— $20.25万 新建仓
CRWD CROWDSTRIKE HLDGS INC $20.30万0.05%520 30.6% $1,171 加仓
LIN LINDE PLC $20.82万0.05%420 -8-1.9% -$3,966 重新持有
TSM TAIWAN SEMICONDUCTOR MANUFAC $20.89万0.05%618 618— $20.89万 新建仓
KLAC KLA CORP $21.50万0.05%146 146— $21.50万 新建仓
ORCL ORACLE CORP $21.73万0.05%1,477 -100-6.3% -$1.47万 减仓
RDN RADIAN GROUP INC $22.34万0.05%6,753 3846.0% $1.27万 加仓
VTV VANGUARD INDEX FDS $23.25万0.05%1,185 -1-0.1% -$196 减仓
TROW PRICE T ROWE GROUP INC $23.82万0.06%2,643 36716.1% $3.31万 加仓
CL COLGATE PALMOLIVE CO $23.83万0.06%2,796 00.0% — 不变
GNW GENWORTH FINL INC $24.17万0.06%29,761 -951-3.1% -$7,722 减仓
ASML ASML HLDG NV $24.30万0.06%184 184— $24.30万 新建仓
VOO VANGUARD INDEX FDS $24.71万0.06%414 10.2% $597 加仓
CMCSA COMCAST CORP NEW $24.81万0.06%8,641 2,26235.5% $6.49万 重新持有
DKS DICKS SPORTING GOODS INC $24.98万0.06%1,260 362.9% $7,138 加仓
AVT AVNET INC $25.07万0.06%4,069 -133-3.2% -$8,195 减仓
BAC BANK AMERICA CORP $25.28万0.06%5,186 5,186— $25.28万 新建仓
MAR MARRIOTT INTL INC NEW $26.03万0.06%796 00.0% — 不变
IVE ISHARES TR $26.22万0.06%1,242 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $26.39万0.06%312 196.5% $1.61万 加仓
CACI CACI INTL INC $26.43万0.06%486 -17-3.4% -$9,246 减仓
ORI OLD REP INTL CORP $26.51万0.06%6,644 5569.1% $2.22万 加仓
CMC COMMERCIAL METALS CO $26.68万0.06%4,343 -6-0.1% -$369 减仓
BND VANGUARD BD INDEX FDS $26.80万0.06%3,639 1263.6% $9,280 加仓
— TAYLOR MORRISON HOME CORP $27.05万0.06%4,644 -167-3.5% -$9,726 减仓
VOT VANGUARD INDEX FDS $27.36万0.06%1,063 -324-23.4% -$8.34万 减仓
UNM UNUM GROUP $28.17万0.07%3,857 -123-3.1% -$8,983 减仓
LOW LOWES COS INC $28.43万0.07%1,203 -2,949-71.0% -$69.68万 减仓
SCHB SCHWAB STRATEGIC TR $28.51万0.07%11,357 00.0% — 不变
XPO XPO INC $29.05万0.07%1,493 00.0% — 不变
WSM WILLIAMS SONOMA INC $29.21万0.07%1,602 00.0% — 不变
MMM 3M CO $29.55万0.07%2,035 -232-10.2% -$3.37万 减仓
ABT ABBOTT LABORATORIES $29.74万0.07%2,897 70031.9% $7.19万 加仓
RGA REINSURANCE GROUP AMER INC $30.62万0.07%1,500 -46-3.0% -$9,391 减仓
VOE VANGUARD INDEX FDS $30.93万0.07%1,678 -511-23.3% -$9.42万 减仓
— SPDR SERIES TRUST $31.11万0.07%9,805 1081.1% $3,427 加仓
QCOM QUALCOMM INC $31.80万0.07%2,469 -2,230-47.5% -$28.72万 减仓
SCHM SCHWAB STRATEGIC TR $32.68万0.08%10,557 -228-2.1% -$7,059 减仓
EMR EMERSON ELEC CO $32.89万0.08%2,510 311.3% $4,062 加仓
SNX TD SYNNEX CORPORATION $32.95万0.08%1,953 100.5% $1,687 加仓
ADP AUTOMATIC DATA PROCESSING IN $33.22万0.08%1,635 00.0% — 不变
C CITIGROUP INC $33.56万0.08%2,959 923.2% $1.04万 加仓
KO COCA COLA CO $33.63万0.08%4,422 -602-12.0% -$4.58万 减仓
IBM INTERNATIONAL BUSINESS MACHS $35.03万0.08%1,445 1027.6% $2.47万 加仓
RS RELIANCE INC $35.62万0.08%1,172 454.0% $1.37万 加仓
T AT&T INC $35.72万0.08%12,322 3,17134.7% $9.19万 加仓
IVW ISHARES TR $36.20万0.08%3,200 00.0% — 不变
PEP PEPSICO INC $37.78万0.09%2,433 -161-6.2% -$2.50万 减仓
XLK SELECT SECTOR SPDR TR $38.33万0.09%2,884 00.0% — 不变
CVX CHEVRON CORPORATION $38.53万0.09%1,862 -934-33.4% -$19.33万 减仓
WTFC WINTRUST FINL CORP $39.47万0.09%2,841 38715.8% $5.38万 加仓
USB US BANCORP $42.46万0.10%8,163 -617-7.0% -$3.21万 减仓
SANM SANMINA CORP $43.00万0.10%3,317 -90-2.6% -$1.17万 减仓
GPI GROUP 1 AUTOMOTIVE INC $43.58万0.10%1,318 120.9% $3,968 加仓
DIS DISNEY WALT CO $43.91万0.10%4,556 120.3% $1,157 加仓
VZ VERIZON COMMUNICATIONS INC $47.57万0.11%9,475 1,75622.7% $8.82万 加仓
MUB ISHARES TR $47.61万0.11%4,485 00.0% — 不变
CI THE CIGNA GROUP $47.91万0.11%1,796 00.0% — 不变
VBR VANGUARD INDEX FDS $48.28万0.11%2,222 -428-16.2% -$9.30万 减仓
SPGI S&P GLOBAL INC $49.85万0.12%1,172 00.0% — 不变
MA MASTERCARD INCORPORATED $51.12万0.12%1,023 141.4% $6,995 加仓
VIG VANGUARD SPECIALIZED FUNDS $51.60万0.12%2,399 00.0% — 不变
NULG NUSHARES ETF TR $52.80万0.12%5,806 -306-5.0% -$2.78万 减仓
GILD GILEAD SCIENCES INC $53.51万0.13%3,839 -48-1.2% -$6,691 减仓
EME EMCOR GROUP INC $53.60万0.13%726 00.0% — 不变
IWN ISHARES TR $54.17万0.13%2,857 1575.8% $2.98万 加仓
META META PLATFORMS INC $54.41万0.13%951 161.7% $9,154 加仓
VTHR VANGUARD SCOTTSDALE FDS $54.64万0.13%1,900 00.0% — 不变
MRK MERCK & CO INC $55.14万0.13%4,584 -4,880-51.6% -$58.70万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $55.92万0.13%1,167 60.5% $2,875 加仓
PG PROCTER & GAMBLE CO $56.00万0.13%3,877 3399.6% $4.90万 加仓
JBL JABIL INC $56.77万0.13%2,137 -67-3.0% -$1.78万 减仓
NULV NUSHARES ETF TR $56.81万0.13%12,486 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $60.42万0.14%2,233 22811.4% $6.17万 加仓
LMT LOCKHEED MARTIN CORP $60.86万0.14%1,007 -132-11.6% -$7.98万 减仓
VO VANGUARD INDEX FDS $63.00万0.15%2,194 140.6% $4,020 加仓
OEF ISHARES TR $63.61万0.15%2,000 00.0% — 不变
ESGD ISHARES TR $66.01万0.15%6,903 -491-6.6% -$4.69万 减仓
AMGN AMGEN INC $67.80万0.16%1,927 -1,168-37.7% -$41.10万 减仓
MCD MCDONALDS CORP $68.28万0.16%2,197 26513.7% $8.24万 加仓
MMIN NEW YORK LIFE INVTS ACTIVE E $73.00万0.17%30,788 -3,082-9.1% -$7.31万 减仓
BSMU INVESCO EXCH TRD SLF IDX FD $74.76万0.18%34,271 21,030158.8% $45.87万 加仓
QUAL ISHARES TR $76.05万0.18%3,965 00.0% — 不变
WMT WALMART INC $80.81万0.19%6,502 -54-0.8% -$6,711 减仓
AMZN AMAZON COM INC $84.75万0.20%4,069 -691-14.5% -$14.39万 减仓
GOOG ALPHABET INC $85.25万0.20%2,972 -1,524-33.9% -$43.72万 减仓
QQQE DIREXION SHARES ETF TRUST $93.68万0.22%9,508 -678-6.7% -$6.68万 减仓
LLY ELI LILLY & CO $100.81万0.24%1,096 -7-0.6% -$6,438 减仓
SCHD SCHWAB STRATEGIC TR $101.65万0.24%33,131 2310.7% $7,087 加仓
HD HOME DEPOT INC $101.92万0.24%3,099 1685.7% $5.53万 加仓
TXN TEXAS INSTRS INC $102.31万0.24%5,270 -674-11.3% -$13.09万 减仓
CAT CATERPILLAR INC $102.87万0.24%1,452 -299-17.1% -$21.18万 减仓
CSCO CISCO SYS INC $103.48万0.24%13,336 2111.6% $1.64万 加仓
ABBV ABBVIE INC $107.46万0.25%4,941 -187-3.6% -$4.07万 减仓