Stillwater Wealth Management Group
CIK 2063941 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $161.8M
- 持仓
- 77
- 截至
- 2026年3月31日 数据截至 Q1 2026
按 13F 价值排名第 7145（共 9443） · 前 75.7%
投资组合价值同比（季度）：+9.7% 13F不披露现金
- 前十大持仓权重
- 33.83%
- 前二十五大持仓权重
- 69.49%
- 持仓高于 1%
- 37
- 有效持仓数量
- 43.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 1.75% 估计买入 $19344666 · 卖出 $2704830
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q1 2026 · 82.8% 仍持有
- 新仓位
- 6
- 增加
- 56
- 减少
- 9
- 已结清
- 2
本页内容
行业细分
Technology
13.2%
Retail
12.3%
Healthcare
9.9%
Industrials
7.4%
Communication Services
4.5%
Financials
4.2%
Energy
3.7%
Financial Services
3.2%
Consumer Staples
2.6%
Consumer Discretionary
2.2%
Telecommunication
0.7%
Utilities
0.6%
Real Estate
0.6%
Consumer products
0.2%
其他/未映射
34.8%
完整投资组合 77 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $6710474 | 4.15% | 26441 | $-422571 | 上涨 ×1 | ||
| DIVO | $6240349 | 3.86% | 139138 | $1048979 | 上涨 ×2 | ||
| DGRO | $5775569 | 3.57% | 82297 | $611321 | 上涨 ×2 | ||
| QUAL | $5679405 | 3.51% | 29610 | $582004 | 上涨 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $5227981 | 3.23% | 16891 | $-200912 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $5174709 | 3.20% | 5193 | $933568 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5123136 | 3.17% | 8876 | $250406 | 上涨 ×1 | ||
| QDPL | $5048658 | 3.12% | 125780 | $-659804 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4974241 | 3.07% | 28522 | $-56042 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $4772971 | 2.95% | 5189 | $-698514 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $4705816 | 2.91% | 37865 | $586267 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4590442 | 2.84% | 16002 | $-366454 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4573172 | 2.83% | 15547 | $-292637 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $4554021 | 2.81% | 26842 | $1682717 | 上涨 ×1 | ||
| FNDX | $4368317 | 2.70% | 156852 | $1675334 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $4175794 | 2.58% | 19200 | $-51355 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4131595 | 2.55% | 11161 | $-1049149 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4089798 | 2.53% | 19637 | $-163291 | 上涨 ×2 | ||
| WM Waste Management, Inc. Common Stock | $3849951 | 2.38% | 16754 | $270470 | 上涨 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $3789968 | 2.34% | 23732 | $237963 | 上涨 ×2 | ||
| MCD McDonald's Corporation Common Stock | $3598678 | 2.22% | 11579 | $257954 | 上涨 ×1 | ||
| COWZ | $2924832 | 1.81% | 46752 | $822246 | 上涨 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $2877062 | 1.78% | 4760 | $761903 | 上涨 ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $2731895 | 1.69% | 49206 | $162956 | 上涨 ×1 | ||
| V Visa Inc. | $2723730 | 1.68% | 9012 | $-858022 | 下跌 ×1 | ||
| SYK Stryker Corporation Common Stock | $2624051 | 1.62% | 7986 | $-91999 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $2565829 | 1.59% | 7292 | $364884 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2428938 | 1.50% | 31939 | $280205 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2262600 | 1.40% | 3194 | $708637 | 上涨 ×2 | ||
| VOO | $2250068 | 1.39% | 3765 | $414639 | 上涨 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2192081 | 1.36% | 2591 | $862981 | 上涨 ×2 | ||
| CB Chubb Limited Common Stock | $2185035 | 1.35% | 6704 | $393154 | 上涨 ×2 | ||
| RTX RTX Corporation Common Stock | $2181782 | 1.35% | 11310 | $699661 | 上涨 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $2152481 | 1.33% | 6545 | $-773907 | 下跌 ×2 | ||
| BRKB | $2132440 | 1.32% | 4450 | $28850 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1670620 | 1.03% | 2920 | $1063997 | 上涨 ×2 | ||
| ISPY | $1636463 | 1.01% | 37750 | $261859 | 上涨 ×2 | ||
| MO Altria Group, Inc. | $1490384 | 0.92% | 22585 | $377834 | 上涨 ×1 | ||
| AMLP | $1484974 | 0.92% | 28210 | $815644 | 上涨 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1208063 | 0.75% | 24065 | $475330 | 上涨 ×1 | ||
| IYW | $1121176 | 0.69% | 6180 | $-46952 | 上涨 ×1 | ||
| KNG | $1105717 | 0.68% | 22700 | $-6302 | 上涨 ×1 | ||
| FTCS First Trust Capital Strength ETF | $960159 | 0.59% | 10351 | $32268 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $950484 | 0.59% | 3305 | $179657 | 上涨 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $914589 | 0.57% | 9847 | ||||
| SCHD | $796566 | 0.49% | 25964 | $459914 | 上涨 ×2 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $765112 | 0.47% | 15290 | 上涨 ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $764109 | 0.47% | 1120 | $125474 | |||
| SPY SPY | $702008 | 0.43% | 1079 | $102967 | 上涨 ×2 | ||
| PFE Pfizer, Inc. Common Stock | $657914 | 0.41% | 23430 | $308442 | 上涨 ×2 | ||
| CVX Chevron Corporation Common Stock | $652976 | 0.40% | 3156 | $295575 | 上涨 ×2 | ||
| QQA Invesco QQQ Income Advantage ETF | $640178 | 0.40% | 12835 | $-3220 | 上涨 ×2 | ||
| OHI Omega Healthcare Investors, Inc. Common Stock | $634864 | 0.39% | 14488 | $211727 | 上涨 ×2 | ||
| OEF | $567264 | 0.35% | 1783 | $-139713 | 下跌 ×2 | ||
| VYM | $540757 | 0.33% | 3651 | $215828 | 上涨 ×2 | ||
| ABT Abbott Laboratories Common Stock | $460578 | 0.28% | 4486 | $-101473 | |||
| JNJ Johnson & Johnson Common Stock | $448303 | 0.28% | 1834 | $67635 | 下跌 ×2 | ||
| USMC Principal U.S. Mega-Cap ETF | $436568 | 0.27% | 6788 | $-66695 | 下跌 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $423050 | 0.26% | 1780 | $25685 | 上涨 ×1 | ||
| SPG Simon Property Group, Inc. Common Stock | $393868 | 0.24% | 2112 | $102069 | 上涨 ×2 | ||
| VFH | $383572 | 0.24% | 3175 | $-40259 | |||
| PHYS | $382752 | 0.24% | 10800 | $26136 | |||
| SPIB | $375111 | 0.23% | 11184 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $352118 | 0.22% | 2438 | $17802 | 上涨 ×2 | ||
| VIG | $334890 | 0.21% | 1557 | $55054 | 上涨 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $314307 | 0.19% | 2024 | $16790 | 下跌 ×2 | ||
| VOX | $305728 | 0.19% | 1700 | $-23443 | |||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $296940 | 0.18% | 6000 | 上涨 ×1 | |||
| XLY XLY | $283348 | 0.18% | 2600 | $-27118 | |||
| IBM International Business Machines Corporation Common Stock | $276567 | 0.17% | 1141 | $-39193 | 上涨 ×1 | ||
| ET Energy Transfer LP Common Units | $270200 | 0.17% | 14000 | $22850 | 下跌 ×2 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $239694 | 0.15% | 4200 | $-11145 | 下跌 ×2 | ||
| JEPI | $236356 | 0.15% | 4170 | $14837 | 上涨 ×2 | ||
| MOAT | $232080 | 0.14% | 2400 | $-15946 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $231635 | 0.14% | 1926 | ||||
| MA Mastercard Incorporated Common Stock | $227845 | 0.14% | 456 | $-21059 | 上涨 ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $219219 | 0.14% | 6538 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| ORCL | 2025年12月31日 | 14303 | $4022488 | -24.9% |
| GD | 2025年3月31日 | 6107 | $1609214 | 42.3% |
| NOBL | 2025年12月31日 | 12745 | $1313591 | 不再跟踪 |
| VPU | 2026年3月31日 | 4326 | $800483 | 不再跟踪 |
| USMV | 2026年3月31日 | 3935 | $370520 | 不再跟踪 |
| ARCC | 2025年12月31日 | 14975 | $305640 | -2.0% |
| ZIM | 2025年3月31日 | 13250 | $284478 | 87.9% |
| CCI | 2025年3月31日 | 2835 | $257305 | -27.1% |
| COWG | 2025年12月31日 | 6138 | $222801 | |
| VUG | 2025年12月31日 | 463 | $222059 | 不再跟踪 |
| EMX | 2025年3月31日 | 10000 | $17300 | 不再跟踪 |