M3 Wealth Management, LLC
NORTH ROYALTON OH · SEC CIK 0002109365
$1.30亿2026Q1 申报市值
35持仓数
50.6%前十大占比 · 第一大 8.5%
4 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TGT 新建仓+$130.59万
SPTM 加仓+$78.00万
RSP 加仓+$75.60万
VIG 加仓+$71.98万
IJR 加仓+$46.62万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$19.27万
VLO 减仓-$6.65万
JNJ 减仓-$6.26万
TSLA 减仓-$5.84万
GEV 减仓-$5.76万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | $38.09万 | 0.29% | 4,306 | 4,306 | — | $38.09万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $39.18万 | 0.30% | 12,374 | 12,374 | — | $39.18万 | 新建仓 |
| HDV | ISHARES TR | $40.49万 | 0.31% | 2,983 | 2,983 | — | $40.49万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $70.99万 | 0.55% | 793 | -35 | -4.2% | -$3.13万 | 减仓 |
| TGT | TARGET CORP | $130.59万 | 1.01% | 10,775 | 10,775 | — | $130.59万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $210.32万 | 1.62% | 13,119 | 488 | 3.9% | $7.82万 | 加仓 |
| HD | HOME DEPOT INC | $234.89万 | 1.81% | 7,142 | 9 | 0.1% | $2,960 | 加仓 |
| QCOM | QUALCOMM INC | $239.76万 | 1.85% | 18,618 | 50 | 0.3% | $6,439 | 加仓 |
| ETN | EATON CORP PLC | $242.46万 | 1.87% | 6,779 | 267 | 4.1% | $9.55万 | 加仓 |
| PEP | PEPSICO INC | $243.57万 | 1.87% | 15,685 | 202 | 1.3% | $3.14万 | 加仓 |
| DIS | DISNEY WALT CO | $244.90万 | 1.88% | 25,410 | 157 | 0.6% | $1.51万 | 加仓 |
| O | REALTY INCOME CORP | $261.51万 | 2.01% | 42,744 | 680 | 1.6% | $4.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $276.60万 | 2.13% | 29,780 | 462 | 1.6% | $4.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $291.27万 | 2.24% | 3,443 | 54 | 1.6% | $4.57万 | 加仓 |
| CSX | CSX CORP | $291.57万 | 2.24% | 71,028 | 445 | 0.6% | $1.83万 | 加仓 |
| V | VISA INC | $293.54万 | 2.26% | 9,712 | 5 | 0.1% | $1,511 | 加仓 |
| SO | SOUTHERN CO | $309.93万 | 2.39% | 32,110 | 53 | 0.2% | $5,116 | 加仓 |
| SYK | STRYKER CORPORATION | $325.11万 | 2.50% | 9,894 | -27 | -0.3% | -$8,872 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $357.98万 | 2.76% | 5,923 | 1 | 0.0% | $604 | 加仓 |
| WM | WASTE MGMT INC DEL | $366.79万 | 2.82% | 15,962 | -167 | -1.0% | -$3.84万 | 减仓 |
| AMZN | AMAZON COM INC | $372.57万 | 2.87% | 17,889 | -196 | -1.1% | -$4.08万 | 减仓 |
| ABBV | ABBVIE INC | $378.11万 | 2.91% | 17,385 | -173 | -1.0% | -$3.76万 | 减仓 |
| TSLA | TESLA INC | $378.78万 | 2.92% | 10,189 | -157 | -1.5% | -$5.84万 | 减仓 |
| IJR | ISHARES TR | $378.96万 | 2.92% | 30,485 | 3,750 | 14.0% | $46.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $403.26万 | 3.10% | 4,047 | -47 | -1.1% | -$4.68万 | 减仓 |
| VO | VANGUARD INDEX FDS | $411.47万 | 3.17% | 14,328 | 1,396 | 10.8% | $40.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $417.39万 | 3.21% | 16,893 | -269 | -1.6% | -$6.65万 | 减仓 |
| AAPL | APPLE INC | $422.97万 | 3.26% | 16,666 | -37 | -0.2% | -$9,390 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $431.00万 | 3.32% | 57,390 | 5,357 | 10.3% | $40.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $453.78万 | 3.49% | 18,564 | -256 | -1.4% | -$6.26万 | 减仓 |
| GEV | GE VERNOVA INC | $555.78万 | 4.28% | 6,367 | -66 | -1.0% | -$5.76万 | 减仓 |
| GOOGL | ALPHABET INC | $595.80万 | 4.59% | 20,719 | -670 | -3.1% | -$19.27万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,089.49万 | 8.39% | 56,768 | 3,939 | 7.5% | $75.60万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,089.72万 | 8.39% | 137,835 | 9,866 | 7.7% | $78.00万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,103.86万 | 8.50% | 51,328 | 3,347 | 7.0% | $71.98万 | 加仓 |