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ASHTON THOMAS SECURITIES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ASHTON THOMAS SECURITIES, LLC
报告期 2026-03-31 · CIK 0000771572
持仓数
444
前50大市值合计
$469.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 47
增持 80
减持 22
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$7.9M
42,045
+89%
增持
AGG
ISHARES TR
+$3.6M
88,323
+332%
增持
EFV
ISHARES TR
+$3.4M
97,985
+141%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$3.4M
170,415
+59%
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$2.9M
59,340
增持
IUSB
ISHARES TR
+$2.8M
409,763
+13%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$2.6M
247,990
+168%
增持
SPY
SPDR S&P 500 ETF TR
-$2.5M
767
+19%
增持
MSFT
MICROSOFT CORP
+$2.1M
29,870
+27%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
89,171
+35%
增持
CME
CME GROUP INC
+$1.9M
10,490
+328%
增持
AAPL
APPLE INC
+$1.8M
35,109
+26%
减持
IVV
ISHARES TR
-$1.5M
51,853
-8%
减持
USHY
ISHARES TR
+$1.5M
102,998
-26%
减持
—
UNILEVER PLC
-$1.4M
264
-99%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
13,073
+15%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.2M
3,533
增持
BN
BROOKFIELD CORP
+$1.2M
90,304
+8%
增持
APD
AIR PRODS & CHEMS INC
+$1.2M
10,849
+36%
增持
FISV
FISERV INC
+$1.1M
27,259
+9%
清仓
HEFA
ISHARES TR
-$1.0M
0
-100%
增持
META
META PLATFORMS INC
+$1.0M
12,490
+8%
增持
AMZN
AMAZON COM INC
+$1.0M
33,970
+27%
增持
OXY
OCCIDENTAL PETE CORP
+$982.4K
41,628
+283%
增持
UNH
UNITEDHEALTH GROUP INC
+$933.4K
2,524
+128%
增持
BINC
BLACKROCK ETF TRUST II
+$873.4K
48,511
+47%
增持
V
VISA INC
+$870.7K
25,276
+10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$857.7K
228,174
+2%
增持
LLY
ELI LILLY & CO
+$853.4K
3,782
+41%
增持
EMXC
ISHARES INC
+$852.9K
47,178
+42%
建仓
GS
GOLDMAN SACHS GROUP INC
+$828.3K
1,673
建仓
T
AT&T INC
+$811.5K
36,887
增持
CMCSA
COMCAST CORP NEW
+$787.8K
102,681
+10%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$781.6K
31,900
+53%
减持
DXCM
DEXCOM INC
-$780.0K
1,260
-84%
增持
MCK
MCKESSON CORP
-$773.4K
9,317
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$767.0K
4,509
+11%
减持
IVW
ISHARES TR
-$761.7K
80,320
-9%
建仓
IWR
ISHARES TR
+$761.4K
8,638
增持
O
REALTY INCOME CORP
+$724.8K
49,179
+8%
建仓
JNJ
JOHNSON & JOHNSON
+$712.6K
4,397
增持
IJH
ISHARES TR
+$703.3K
29,322
+51%
建仓
PSP
INVESCO EXCHANGE TRADED FD T
+$702.4K
10,297
建仓
VZ
VERIZON COMMUNICATIONS INC
+$666.1K
14,831
增持
UHAL/B
U HAUL HOLDING COMPANY
+$641.4K
32,939
+39%
减持
SNPS
SYNOPSYS INC
-$635.2K
1,843
-29%
增持
CNC
CENTENE CORP DEL
+$625.7K
42,665
+8%
增持
FLRT
PACER FDS TR
+$616.9K
48,887
+37%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$615.5K
1,817
+90%
建仓
BX
BLACKSTONE INC
+$611.4K
3,993
减持
FCX
FREEPORT-MCMORAN INC
-$606.4K
4,658
-72%
减持
EFG
ISHARES TR
-$595.6K
49,132
-13%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$583.2K
89,727
+4%
建仓
CI
THE CIGNA GROUP
+$563.0K
1,625
增持
UNP
UNION PAC CORP
+$550.2K
12,208
+10%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$524.3K
9,100
增持
XLF
SELECT SECTOR SPDR TR
+$516.6K
29,406
+54%
增持
ITOT
ISHARES TR
+$512.3K
5,615
+252%
减持
ROP
ROPER TECHNOLOGIES INC
-$477.9K
346
-72%
减持
QCOM
QUALCOMM INC
-$475.0K
4,616
-24%
建仓
RDIV
INVESCO EXCH TRADED FD TR II
+$472.2K
9,456
减持
MLKN
MILLERKNOLL INC
-$463.7K
27,033
-38%
减持
IYW
ISHARES TR
-$455.1K
22,747
-9%
建仓
PGR
PROGRESSIVE CORP
+$449.9K
1,773
增持
VNQ
VANGUARD INDEX FDS
+$446.1K
27,234
+3%
增持
NFLX
NETFLIX INC
+$446.0K
4,383
+13%
增持
NVS
NOVARTIS AG
+$445.9K
29,001
+9%
增持
KO
COCA COLA CO
+$439.1K
13,133
+21%
建仓
BTI
BRITISH AMERN TOB PLC
+$431.2K
11,789
减持
PCY
INVESCO EXCH TRADED FD TR II
+$429.4K
54,501
-45%
减持
TLT
ISHARES TR
-$428.7K
21,786
-21%
增持
TSLA
TESLA INC
+$423.2K
12,653
+15%
增持
—
EXXON MOBIL CORP
+$413.8K
11,232
+38%
增持
CVS
CVS HEALTH CORP
+$412.7K
40,829
+9%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$412.5K
65,569
+5%
增持
SNN
SMITH & NEPHEW PLC
+$402.3K
69,849
+8%
增持
HD
HOME DEPOT INC
+$393.7K
4,093
+9%
增持
NEE
NEXTERA ENERGY INC
+$383.9K
8,238
+61%
建仓
NKE
NIKE INC
+$382.9K
4,331
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$380.8K
66,029
+9%
增持
VIS
VANGUARD WORLD FD
+$380.5K
8,510
+8%
增持
PM
PHILIP MORRIS INTL INC
+$372.4K
8,121
+35%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$362.9K
6,699
增持
IEFA
ISHARES TR
+$357.5K
6,642
+204%
建仓
CMS
CMS ENERGY CORP
+$356.8K
5,051
减持
BIL
SPDR SER TR
-$353.8K
26,001
-9%
增持
ISRG
INTUITIVE SURGICAL INC
+$336.1K
3,405
+13%
建仓
—
LINDE PLC
+$334.6K
702
减持
GOOG
ALPHABET INC
-$327.8K
13,289
-1%
建仓
AXP
AMERICAN EXPRESS CO
+$315.4K
1,163
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$296.5K
1,341
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$290.6K
13,872
+47%
增持
SOXX
ISHARES TR
-$289.1K
11,076
+1%
增持
CRM
SALESFORCE INC
+$287.7K
6,210
+11%
增持
XLP
SELECT SECTOR SPDR TR
+$287.4K
14,724
+22%
增持
SBUX
STARBUCKS CORP
+$284.4K
7,359
+29%
增持
—
AON PLC
+$283.2K
5,144
+24%
减持
IEMG
ISHARES INC
-$282.3K
69,730
-42%
增持
USMV
ISHARES TR
+$281.7K
4,652
+173%
增持
HDV
ISHARES TR
+$278.6K
15,270
+8%
减持
IVE
ISHARES TR
+$266.2K
20,361
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$260.2K
7,355
+18%
增持
VO
VANGUARD INDEX FDS
+$259.5K
1,952
+85%
增持
BKNG
BOOKING HOLDINGS INC
+$258.6K
458
+9%
增持
MKL
MARKEL GROUP INC
+$252.1K
2,008
+8%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$251.9K
1,535
减持
XLC
SELECT SECTOR SPDR TR
-$247.9K
11,347
-22%
建仓
AMGN
AMGEN INC
+$244.9K
760
增持
WMT
WALMART INC
+$239.3K
11,744
+16%
增持
DUK
DUKE ENERGY CORP NEW
+$238.8K
4,505
+24%
增持
NOW
SERVICENOW INC
+$234.8K
1,383
+3%
建仓
—
BLACKROCK INC
+$234.5K
247
建仓
HON
HONEYWELL INTL INC
+$232.8K
1,126
建仓
SPGI
S&P GLOBAL INC
+$230.4K
446
增持
APP
APPLOVIN CORP
+$230.4K
4,797
+3%
建仓
ALL
ALLSTATE CORP
+$227.8K
1,201
建仓
LOW
LOWES COS INC
+$222.9K
823
建仓
DHR
DANAHER CORPORATION
+$222.4K
800
减持
ORCL
ORACLE CORP
+$222.3K
30,632
-14%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$221.1K
799
建仓
CBOE
CBOE GLOBAL MKTS INC
+$221.1K
1,079
建仓
CAT
CATERPILLAR INC
+$219.8K
562
减持
SHEL
SHELL PLC
-$219.1K
889
-77%
增持
SO
SOUTHERN CO
+$217.0K
4,931
+69%
建仓
CSCO
CISCO SYS INC
+$216.3K
4,065
增持
ADSK
AUTODESK INC
+$216.1K
3,822
+12%
增持
AEP
AMERICAN ELEC PWR CO INC
+$210.9K
4,424
+19%
建仓
PLD
PROLOGIS INC.
+$209.2K
1,657
建仓
WMB
WILLIAMS COS INC
+$208.5K
4,568
减持
QUAL
ISHARES TR
+$201.7K
38,037
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$201.3K
2,194
+3%
增持
IJR
ISHARES TR
+$199.2K
2,607
+177%
建仓
PFE
PFIZER INC
+$198.0K
6,843
建仓
MO
ALTRIA GROUP INC
+$195.7K
3,835
增持
DIS
DISNEY WALT CO
+$190.0K
25,664
+9%
建仓
XLRE
SELECT SECTOR SPDR TR
+$185.5K
4,152
增持
MCD
MCDONALDS CORP
+$183.8K
1,289
+51%
建仓
TMUS
T-MOBILE US INC
+$178.7K
866
建仓
PNC
PNC FINL SVCS GROUP INC
+$176.9K
957
建仓
WFC
WELLS FARGO CO NEW
+$176.0K
3,116
增持
VTV
VANGUARD INDEX FDS
+$174.0K
13,095
+1%
建仓
TGT
TARGET CORP
+$173.9K
1,116
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$173.7K
1,081
增持
—
ACCENTURE PLC IRELAND
+$169.8K
1,101
+50%
建仓
GE
GE AEROSPACE
+$165.2K
876
建仓
IAU
ISHARES GOLD TR
+$164.8K
3,315
建仓
EBAY
EBAY INC.
+$164.2K
2,522
增持
—
EATON CORP PLC
+$163.4K
3,974
+10%
建仓
NSC
NORFOLK SOUTHN CORP
+$158.5K
638
建仓
TRGP
TARGA RES CORP
+$158.5K
1,071
