小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 58
减持 22
清仓 64
方向
标的
Δ市值
现股数(环比)
清仓
IVV
ISHARES TR
-$29.9M
0
-100%
清仓
IUSB
ISHARES TR
-$19.3M
0
-100%
清仓
AGG
ISHARES TR
-$8.9M
0
-100%
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。
清仓
IVW
ISHARES TR
-$7.7M
0
-100%
清仓
V
VISA INC
-$6.9M
0
-100%
清仓
QUAL
ISHARES TR
-$6.8M
0
-100%
清仓
EFV
ISHARES TR
-$5.6M
0
-100%
清仓
EFG
ISHARES TR
-$5.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
112,768
+26%
清仓
IVE
ISHARES TR
-$4.0M
0
-100%
清仓
IEMG
ISHARES INC
-$4.0M
0
-100%
清仓
USHY
ISHARES TR
-$3.9M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
6,934
+804%
清仓
IYW
ISHARES TR
-$3.4M
0
-100%
清仓
LLY
ELI LILLY & CO
-$3.4M
0
-100%
清仓
NVS
NOVARTIS AG
-$3.3M
0
-100%
清仓
O
REALTY INCOME CORP
-$3.1M
0
-100%
清仓
EMXC
ISHARES INC
-$2.9M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$2.8M
39,757
-61%
清仓
SOXX
ISHARES TR
-$2.6M
0
-100%
清仓
BIL
SPDR SER TR
-$2.4M
0
-100%
清仓
ILCV
ISHARES TR
-$2.4M
0
-100%
清仓
FLRT
PACER FDS TR
-$2.3M
0
-100%
增持
TSLA
TESLA INC
+$2.2M
13,649
+8%
清仓
ILCG
ISHARES TR
-$2.2M
0
-100%
清仓
TLT
ISHARES TR
-$2.1M
0
-100%
建仓
BGC
BGC GROUP INC
+$2.1M
231,882
增持
AMZN
AMAZON COM INC
+$2.1M
38,371
+13%
增持
VOO
VANGUARD INDEX FDS
+$1.8M
44,532
+6%
清仓
IJH
ISHARES TR
-$1.8M
0
-100%
清仓
HDV
ISHARES TR
-$1.8M
0
-100%
清仓
—
AON PLC
-$1.8M
0
-100%
减持
CNC
CENTENE CORP DEL
-$1.7M
25,517
-40%
减持
CVS
CVS HEALTH CORP
-$1.5M
24,635
-40%
增持
AAPL
APPLE INC
+$1.4M
38,193
+9%
建仓
ANET
ARISTA NETWORKS INC
+$1.3M
12,216
清仓
—
EATON CORP PLC
-$1.3M
0
-100%
清仓
NAN
NUVEEN NEW YORK QLT MUN INC
-$1.3M
0
-100%
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$1.3M
57,821
减持
SNN
SMITH & NEPHEW PLC
-$1.2M
38,710
-45%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$1.2M
7,887
-86%
清仓
—
ARISTA NETWORKS INC
-$1.1M
0
-100%
清仓
IWF
ISHARES TR
-$1.1M
0
-100%
建仓
NMRK
NEWMARK GROUP INC
+$1.1M
85,324
增持
MSFT
MICROSOFT CORP
+$1.1M
33,087
+11%
增持
GOOG
ALPHABET INC
+$1.0M
17,176
+29%
增持
NFLX
NETFLIX INC
+$1.0M
4,622
+5%
清仓
IXC
ISHARES TR
-$889.8K
0
-100%
增持
IAU
ISHARES GOLD TR
+$886.8K
21,240
+541%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$877.7K
233,629
+2%
增持
PEP
PEPSICO INC
+$857.0K
8,240
+249%
清仓
IFRA
ISHARES TR
-$841.8K
0
-100%
清仓
IWD
ISHARES TR
-$836.4K
0
-100%
增持
FISV
FISERV INC
+$826.3K
27,867
+2%
减持
NVO
NOVO-NORDISK A S
-$813.8K
5,799
-47%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$794.7K
180,891
+6%
增持
GOOGL
ALPHABET INC
+$792.7K
22,238
+8%
增持
DCI
DONALDSON INC
+$772.3K
11,494
+45876%
清仓
IWR
ISHARES TR
-$761.4K
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$758.8K
20,753
+2258%
增持
PANW
PALO ALTO NETWORKS INC
+$719.4K
10,586
+200%
清仓
SHOP
SHOPIFY INC
-$709.6K
0
-100%
增持
AVGO
BROADCOM INC
+$707.8K
9,091
+13%
清仓
ITOT
ISHARES TR
-$705.4K
0
-100%
减持
KO
COCA COLA CO
-$690.3K
3,991
-70%
增持
BAC
BANK AMERICA CORP
+$673.9K
22,254
+192%
增持
META
META PLATFORMS INC
+$649.9K
13,324
+7%
增持
MRSH
MARSH & MCLENNAN COS INC
+$645.0K
3,628
+544%
增持
VTN
INVESCO TR INVT GRADE NEW YO
+$644.9K
111,700
+145%
减持
BSJR
INVESCO EXCH TRD SLF IDX FD
-$642.0K
69,090
-28%
减持
APP
APPLOVIN CORP
+$639.6K
3,909
-19%
清仓
EMB
ISHARES TR
-$625.5K
0
-100%
清仓
MUB
ISHARES TR
-$614.6K
0
-100%
减持
GNTX
GENTEX CORP
-$607.8K
24,082
-45%
减持
—
BLACKROCK MUNIHLDGS NY QLTY
-$605.3K
34,500
-60%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$587.0K
18,354
+571%
减持
ZTS
ZOETIS INC
-$556.0K
1,366
-66%
减持
MCK
MCKESSON CORP
+$555.2K
9,055
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$552.3K
39,003
+33%
清仓
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$534.7K
0
-100%
增持
CRM
SALESFORCE INC
+$527.0K
6,664
+7%
清仓
DUK
DUKE ENERGY CORP NEW
-$519.5K
0
-100%
清仓
IEFA
ISHARES TR
-$518.4K
0
-100%
增持
BKR
BAKER HUGHES COMPANY
+$518.3K
13,374
+1496%
清仓
ONTO
ONTO INNOVATION INC
-$505.2K
0
-100%
增持
BN
BROOKFIELD CORP
+$484.4K
92,008
+2%
清仓
IXUS
ISHARES TR
-$467.2K
0
-100%
清仓
NYF
ISHARES TR
-$465.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$452.4K
8,367
+14%
清仓
IAI
ISHARES TR
-$451.6K
0
-100%
清仓
BTI
BRITISH AMERN TOB PLC
-$431.2K
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$430.9K
188,530
+13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$429.4K
5,799
-61%
清仓
USMV
ISHARES TR
-$424.8K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$409.9K
5,966
-44%
增持
BA
BOEING CO
+$408.9K
9,913
+12%
清仓
ADBE
ADOBE INC
-$402.3K
0
-100%
增持
TRGP
TARGA RES CORP
+$401.8K
3,145
+194%
增持
MKL
MARKEL GROUP INC
+$399.4K
2,056
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$395.5K
3,568
+2603%
清仓
EFAV
ISHARES TR
-$393.9K
0
-100%
增持
DIS
DISNEY WALT CO
+$390.3K
25,673
+0%
减持
JNJ
JOHNSON & JOHNSON
-$382.1K
2,265
-48%
清仓
GLOF
ISHARES TR
-$380.5K
0
-100%
减持
MLKN
MILLERKNOLL INC
-$378.8K
12,863
-52%
增持
MRK
MERCK & CO INC
+$377.0K
7,270
+137%
减持
OXY
OCCIDENTAL PETE CORP
-$371.4K
35,905
-14%
减持
VNQ
VANGUARD INDEX FDS
-$370.1K
25,629
-6%
增持
BKNG
BOOKING HOLDINGS INC
+$361.3K
461
+1%
清仓
CMS
CMS ENERGY CORP
-$356.8K
0
-100%
增持
GOVI
INVESCO EXCH TRADED FD TR II
-$348.8K
253,428
+2%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$345.6K
27,500
-51%
增持
LMT
LOCKHEED MARTIN CORP
-$335.3K
4,734
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$335.1K
52,755
+17%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$334.7K
15,211
+235%
清仓
—
LINDE PLC
-$334.6K
0
-100%
清仓
IWM
ISHARES TR
-$334.0K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$324.6K
2,108
+26250%
增持
AXON
AXON ENTERPRISE INC
+$316.4K
563
+1098%
增持
YUM
YUM BRANDS INC
+$307.6K
5,201
+86%
清仓
IJR
ISHARES TR
-$304.9K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$286.0K
10,912
+9%
增持
NOW
SERVICENOW INC
+$285.4K
1,437
+4%
增持
T
AT&T INC
+$284.6K
48,170
+31%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$282.4K
19,170
+38%
增持
KKR
KKR & CO INC
+$279.3K
2,417
+308%
增持
ALL
ALLSTATE CORP
+$278.5K
2,625
+119%
清仓
IMCB
ISHARES TR
-$275.2K
0
-100%
清仓
IGEB
ISHARES TR
-$273.5K
0
-100%
清仓
IEI
ISHARES TR
-$273.2K
0
-100%
增持
—
VIVID SEATS INC
+$268.9K
78,526
+207%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$263.8K
2,543
+90%
建仓
BLK
BLACKROCK INC
+$256.3K
253
增持
REGN
REGENERON PHARMACEUTICALS
-$253.5K
810
+3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$251.9K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$250.9K
2,921
+65%
增持
ISRG
INTUITIVE SURGICAL INC
+$247.0K
3,678
+8%
增持
PM
PHILIP MORRIS INTL INC
+$244.4K
10,215
+26%
清仓
—
BLACKROCK INC
-$234.5K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$232.5K
0
-100%
清仓
ISCV
ISHARES TR
-$231.7K
0
-100%
减持
MBB
ISHARES TR
-$231.4K
44,818
-1%
清仓
IEF
ISHARES TR
-$229.6K
0
-100%
清仓
IJS
ISHARES TR
-$224.4K
0
-100%
清仓
KLAC
KLA CORP
-$221.5K
0
-100%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$221.1K
0
-100%
增持
WMT
WALMART INC
+$220.5K
12,952
+10%
建仓
HOOD
ROBINHOOD MKTS INC
+$217.6K
5,839
增持
UHAL/B
U HAUL HOLDING COMPANY
-$214.5K
33,677
+2%
减持
PG
PROCTER AND GAMBLE CO
-$212.8K
4,249
-21%
