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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 63
减持 51
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$7.7M
147,063
减持
NVDA
NVIDIA CORPORATION
+$5.1M
105,728
-1%
建仓
DBMF
LITMAN GREGORY FDS TR
+$3.4M
133,968
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
ORCL
ORACLE CORP
+$3.3M
35,292
+12%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$3.2M
57,852
-70%
减持
MSFT
MICROSOFT CORP
+$3.2M
31,937
-3%
建仓
THRO
BLACKROCK ETF TRUST
+$3.0M
84,468
增持
META
META PLATFORMS INC
+$2.8M
12,277
+12%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$2.7M
189,743
-33%
建仓
ICLO
INVESCO ACTIVELY MANAGED EXC
+$2.3M
88,800
建仓
HSY
HERSHEY CO
+$2.1M
12,631
增持
NFLX
NETFLIX INC
+$2.0M
4,534
+4%
建仓
SCHC
SCHWAB STRATEGIC TR
+$1.8M
43,282
建仓
FNV
FRANCO NEV CORP
+$1.7M
10,660
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.7M
102,590
+56%
增持
DIS
DISNEY WALT CO
+$1.5M
32,758
+28%
增持
AMZN
AMAZON COM INC
+$1.4M
37,767
+5%
减持
FISV
FISERV INC
-$1.4M
27,825
-1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.4M
151,936
-20%
增持
AVGO
BROADCOM INC
+$1.3M
10,897
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
229,651
-1%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$1.3M
159,591
+27%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$1.3M
48,416
+140%
建仓
BAI
BLACKROCK ETF TRUST
+$1.2M
41,400
减持
UNP
UNION PAC CORP
-$1.1M
8,328
-35%
减持
AAPL
APPLE INC
-$1.1M
36,993
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
11,547
+26%
减持
SLB
SCHLUMBERGER LTD
-$1.0M
18,195
-53%
减持
VOO
VANGUARD INDEX FDS
+$1.0M
34,360
-5%
增持
DYNF
BLACKROCK ETF TRUST
+$798.5K
125,325
+1%
增持
TSLA
TESLA INC
+$731.9K
12,219
+1%
减持
DCI
DONALDSON INC
-$688.0K
19,588
-34%
建仓
ZTR
VIRTUS TOTAL RETURN FD INC
+$651.0K
104,500
增持
VUG
VANGUARD INDEX FDS
+$597.3K
8,240
+1%
清仓
BKR
BAKER HUGHES COMPANY
-$594.2K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$576.2K
14,127
+42%
增持
GOOGL
ALPHABET INC
+$564.4K
22,671
+2%
建仓
EXC
EXELON CORP
+$561.9K
12,941
增持
VTEB
VANGUARD MUN BD FDS
+$558.5K
66,488
+22%
建仓
WELL
WELLTOWER INC
+$516.1K
3,357
减持
IAU
ISHARES GOLD TR
-$513.1K
25,323
-29%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$493.9K
18,405
-35%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$480.6K
1,143
增持
PANW
PALO ALTO NETWORKS INC
+$479.3K
12,657
+2%
建仓
XEL
XCEL ENERGY INC
+$456.7K
6,706
增持
BA
BOEING CO
+$456.3K
10,056
+4%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$434.7K
29,780
+64%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$433.7K
1,915
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$427.0K
0
-100%
建仓
DTE
DTE ENERGY CO
+$426.5K
3,220
增持
KR
KROGER CO
+$418.0K
8,762
+180%
建仓
ELV
ELEVANCE HEALTH INC
+$417.7K
1,074
清仓
BABA
ALIBABA GROUP HLDG LTD
-$417.2K
0
-100%
建仓
DT
DYNATRACE INC
+$411.3K
7,450
建仓
ASGI
ABRDN GLOBAL INFRA INCOME FU
+$389.3K
19,100
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$386.8K
11,750
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$372.6K
56,857
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$359.0K
14,458
+4%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$347.8K
2,500
增持
—
DEUTSCHE BANK A G
+$337.0K
21,839
+72%
增持
CNC
CENTENE CORP DEL
-$334.3K
57,430
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$332.7K
73,076
+2%
建仓
PPL
PPL CORP
+$324.1K
9,562
增持
MKL
MARKEL GROUP INC
+$313.5K
2,103
+1%
减持
ANET
ARISTA NETWORKS INC
+$308.7K
12,414
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$307.7K
4,561
+9%
减持
FT
FRANKLIN UNVL TR
-$287.8K
15,150
-72%
减持
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$286.7K
59,000
-31%
减持
VTI
VANGUARD INDEX FDS
+$284.0K
9,806
-0%
减持
NOW
SERVICENOW INC
+$279.9K
1,313
-3%
增持
VIS
VANGUARD WORLD FD
+$276.1K
8,489
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$273.6K
2,250
+13%
减持
BKNG
BOOKING HOLDINGS INC
+$271.7K
374
-9%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$266.3K
28,823
-18%
建仓
QQQ
INVESCO QQQ TR
+$252.1K
457
减持
HWM
HOWMET AEROSPACE INC
+$241.7K
6,758
-14%
增持
DE
DEERE & CO
+$239.6K
1,133
+58%
清仓
—
BLACKROCK MUNIHLDGS NY QLTY
-$238.5K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$236.1K
1,732
建仓
KLAC
KLA CORP
+$233.8K
261
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$233.6K
12,516
+45%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$233.6K
1,646
建仓
ATO
ATMOS ENERGY CORP
+$227.9K
1,479
减持
XLV
SELECT SECTOR SPDR TR
-$227.8K
11,612
-5%
增持
ADSK
AUTODESK INC
+$220.8K
3,986
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$217.0K
1,584
-4%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$215.6K
4,691
-43%
清仓
TRGP
TARGA RES CORP
-$214.7K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$209.7K
4,524
+20%
建仓
FCX
FREEPORT-MCMORAN INC
+$208.2K
4,802
清仓
OKE
ONEOK INC NEW
-$207.9K
0
-100%
清仓
CAT
CATERPILLAR INC
-$202.2K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$200.4K
9,974
-2%
清仓
LOW
LOWES COS INC
-$200.1K
0
-100%
增持
VTN
INVESCO TR INVT GRADE NEW YO
+$198.4K
130,700
+17%
减持
GOOG
ALPHABET INC
+$195.4K
13,708
-4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$192.8K
16,412
-17%
减持
BND
VANGUARD BD INDEX FDS
-$192.0K
11,643
-18%
减持
XLF
SELECT SECTOR SPDR TR
-$190.0K
28,667
-16%
增持
CNP
CENTERPOINT ENERGY INC
+$188.5K
13,087
+62%
增持
CME
CME GROUP INC
+$175.0K
12,317
+1%
减持
HQH
ABRDN HEALTHCARE INVESTORS
-$170.1K
13,809
-42%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$169.5K
1,899
+1%
减持
CVX
CHEVRON CORP NEW
-$167.4K
2,759
-17%
增持
UBER
UBER TECHNOLOGIES INC
+$164.9K
8,191
+0%
减持
PEP
PEPSICO INC
-$161.8K
7,856
-1%
增持
CINF
CINCINNATI FINL CORP
+$156.3K
3,313
+45%
增持
SNPS
SYNOPSYS INC
+$155.6K
1,774
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$152.9K
3,258
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$151.8K
2,209
+56%
增持
SNN
SMITH & NEPHEW PLC
+$141.2K
55,911
+1%
增持
VDE
VANGUARD WORLD FD
-$140.4K
14,197
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$140.4K
3,691
+0%
减持
UOCT
INNOVATOR ETFS TRUST
+$138.9K
63,385
-0%
增持
BAC
BANK AMERICA CORP
+$137.4K
22,644
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$135.3K
90,746
+0%
减持
UDEC
INNOVATOR ETFS TRUST
+$131.5K
63,543
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$129.7K
8,039
-24%
减持
JPM
JPMORGAN CHASE & CO.
+$128.1K
4,451
-6%
增持
XLY
SELECT SECTOR SPDR TR
+$123.0K
4,787
+3%
增持
CRM
SALESFORCE INC
+$119.5K
5,521
+7%
增持
XLI
SELECT SECTOR SPDR TR
+$114.1K
905
+511%
增持
APD
AIR PRODS & CHEMS INC
-$111.7K
11,578
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$107.8K
3,600
-2%
增持
—
EXXON MOBIL CORP
-$107.6K
17,341
+4%
减持
MCK
MCKESSON CORP
-$107.2K
8,300
-10%
减持
CMCSA
COMCAST CORP NEW
-$107.1K
67,828
-1%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$107.0K
12,100
-33%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$105.9K
517
+776%
增持
LMT
LOCKHEED MARTIN CORP
+$104.3K
4,935
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$103.1K
28,856
+14%
增持
VOX
VANGUARD WORLD FD
+$99.2K
736
+309%
增持
MBB
ISHARES TR
+$98.7K
37,680
+3%
减持
TTD
THE TRADE DESK INC
+$97.0K
5,725
-1%
减持
MRK
MERCK & CO INC
-$96.2K
6,225
-6%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$96.1K
1,712
减持
INTU
INTUIT
+$92.6K
611
-4%
增持
BINC
BLACKROCK ETF TRUST II
+$92.0K
50,716
+3%
减持
SRLN
SSGA ACTIVE ETF TR
-$91.6K
4,914
-32%
增持
REGN
REGENERON PHARMACEUTICALS
-$88.3K
1,192
+6%
减持
ABBV
ABBVIE INC
-$87.8K
2,006
-9%
增持
MLM
MARTIN MARIETTA MATLS INC
+$85.8K
1,184
+0%
减持
PGR
PROGRESSIVE CORP
-$85.6K
4,387
-1%
减持
HD
HOME DEPOT INC
-$84.5K
3,746
-6%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$83.3K
12,225
+33%
减持
AJG
GALLAGHER ARTHUR J & CO
-$81.7K
2,867
-1%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$81.3K
16,986
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$80.8K
19,716
-0%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$76.4K
11,820
+1383%
增持
ALL
ALLSTATE CORP
+$76.1K
2,827
+19%
