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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 73
增持 49
减持 17
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$20.7M
65,632
+91%
建仓
IVV
ISHARES TR
+$20.6M
30,902
建仓
IEMG
ISHARES INC
+$15.7M
237,412
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
+$13.1M
362,846
+139%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$12.5M
351,160
+139%
建仓
IUSB
ISHARES TR
+$11.8M
253,548
建仓
AGG
ISHARES TR
+$11.0M
109,264
建仓
IEFA
ISHARES TR
+$10.6M
121,413
建仓
V
VISA INC
+$8.7M
25,482
建仓
IWF
ISHARES TR
+$6.7M
14,312
建仓
IVW
ISHARES TR
+$6.5M
53,534
增持
VTEB
VANGUARD MUN BD FDS
+$6.2M
188,683
+184%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$6.1M
380,864
+139%
建仓
QUAL
ISHARES TR
+$5.9M
30,430
建仓
EFV
ISHARES TR
+$5.8M
84,964
建仓
IVE
ISHARES TR
+$5.6M
27,323
建仓
OEF
ISHARES TR
+$5.3M
16,045
增持
NVDA
NVIDIA CORPORATION
+$4.9M
115,734
+9%
建仓
IWD
ISHARES TR
+$4.7M
22,893
增持
FMHI
FIRST TR EXCH TRADED FD III
+$4.4M
140,845
+191%
建仓
NVS
NOVARTIS AG
+$4.4M
34,439
建仓
TLH
ISHARES TR
+$4.1M
40,050
建仓
TFI
SPDR SERIES TRUST
+$3.9M
85,356
增持
DBMF
LITMAN GREGORY FDS TR
+$3.7M
261,791
+95%
建仓
IJH
ISHARES TR
+$3.7M
56,216
增持
SCHC
SCHWAB STRATEGIC TR
+$3.3M
113,102
+161%
清仓
APD
AIR PRODS & CHEMS INC
-$3.3M
0
-100%
建仓
FLRT
PACER FDS TR
+$3.2M
66,506
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$3.0M
294,275
+55%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$2.8M
160,314
+56%
建仓
ILCG
ISHARES TR
+$2.7M
26,030
减持
CNC
CENTENE CORP DEL
-$2.6M
14,822
-74%
建仓
ILCV
ISHARES TR
+$2.6M
28,528
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.6M
166,971
+189%
建仓
EMB
ISHARES TR
+$2.6M
26,875
增持
GOOGL
ALPHABET INC
+$2.6M
26,950
+19%
建仓
SOXX
ISHARES TR
+$2.5M
9,102
建仓
MAXJ
ISHARES TR
+$2.4M
83,829
清仓
UOCT
INNOVATOR ETFS TRUST
-$2.3M
0
-100%
建仓
ADBE
ADOBE INC
+$2.3M
6,409
建仓
IAGG
ISHARES TR
+$2.3M
44,084
建仓
FALN
ISHARES TR
+$2.2M
78,052
建仓
LLY
ELI LILLY & CO
+$2.1M
2,721
建仓
NAN
NUVEEN NEW YORK QLT MUN INC
+$2.0M
176,556
建仓
MTUM
ISHARES TR
+$2.0M
7,703
增持
UNP
UNION PAC CORP
+$2.0M
16,422
+97%
建仓
—
AON PLC
+$2.0M
5,497
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0M
5,621
+196%
增持
BAI
BLACKROCK ETF TRUST
+$2.0M
92,052
+122%
建仓
HDV
ISHARES TR
+$1.9M
15,850
增持
TSLA
TESLA INC
+$1.9M
13,059
+7%
建仓
SHOP
SHOPIFY INC
+$1.9M
12,854
建仓
—
CHUBB LIMITED
+$1.9M
6,692
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.9M
55,310
+201%
增持
AAPL
APPLE INC
+$1.9M
37,123
+0%
建仓
A
AGILENT TECHNOLOGIES INC
+$1.8M
14,018
建仓
OTIS
OTIS WORLDWIDE CORP
+$1.8M
19,246
增持
AVGO
BROADCOM INC
+$1.7M
14,365
+32%
建仓
IWM
ISHARES TR
+$1.7M
7,057
增持
ZTS
ZOETIS INC
+$1.6M
12,766
+761%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.6M
51,758
+80%
建仓
—
EATON CORP PLC
+$1.5M
4,024
增持
MSFT
MICROSOFT CORP
+$1.5M
33,504
+5%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$1.3M
139,823
+57%
减持
FISV
FISERV INC
-$1.3M
27,565
-1%
建仓
ITA
ISHARES TR
+$1.2M
5,906
增持
FNV
FRANCO NEV CORP
+$1.2M
13,111
+23%
建仓
IYW
ISHARES TR
+$1.1M
5,579
增持
DYNF
BLACKROCK ETF TRUST
+$965.3K
131,586
+5%
增持
JNJ
JOHNSON & JOHNSON
+$960.7K
7,379
+177%
增持
GOOG
ALPHABET INC
+$931.0K
13,807
+1%
增持
IAU
ISHARES GOLD TR
+$912.5K
34,237
+35%
建仓
ITOT
ISHARES TR
+$908.4K
6,237
减持
MKL
MARKEL GROUP INC
-$901.4K
1,726
-18%
减持
NFLX
NETFLIX INC
-$897.1K
4,316
-5%
减持
ORCL
ORACLE CORP
+$896.5K
30,627
-13%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$862.1K
14,008
增持
ANET
ARISTA NETWORKS INC
+$820.7K
14,349
+16%
增持
META
META PLATFORMS INC
+$820.4K
13,457
+10%
建仓
IGM
ISHARES TR
+$813.9K
6,462
建仓
IWR
ISHARES TR
+$810.3K
8,393
建仓
MUB
ISHARES TR
+$739.4K
6,944
建仓
APH
AMPHENOL CORP NEW
+$727.8K
5,881
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$680.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$626.9K
6,083
+37%
清仓
SLB
SCHLUMBERGER LTD
-$615.0K
0
-100%
建仓
TKO
TKO GROUP HOLDINGS INC
+$606.9K
3,005
建仓
KAT
ADVISORS SER TR
+$605.3K
10,756
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$603.7K
2,626
-42%
增持
CVX
CHEVRON CORP NEW
+$599.3K
6,358
+130%
建仓
NYF
ISHARES TR
+$590.2K
11,063
增持
NMRK
NEWMARK GROUP INC
+$558.1K
85,736
+0%
清仓
CTAS
CINTAS CORP
-$555.6K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$540.8K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$506.5K
4,071
+135%
建仓
EFAV
ISHARES TR
+$488.7K
5,761
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$482.7K
7,887
-52%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$478.1K
2,981
-19%
建仓
GLOF
ISHARES TR
+$438.7K
8,500
建仓
APP
APPLOVIN CORP
+$429.7K
598
建仓
ENB
ENBRIDGE INC
+$426.2K
8,446
建仓
IXC
ISHARES TR
+$425.1K
10,182
清仓
ELV
ELEVANCE HEALTH INC
-$417.7K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$412.1K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$405.3K
9,329
+87%
建仓
GE
GE AEROSPACE
+$401.3K
1,334
减持
XLV
SELECT SECTOR SPDR TR
-$397.7K
8,389
-28%
建仓
—
LINDE PLC
+$396.1K
834
减持
BN
BROOKFIELD CORP
+$384.1K
66,230
-2%
减持
CMCSA
COMCAST CORP NEW
-$370.3K
65,334
-4%
增持
KLAC
KLA CORP
+$370.2K
560
+115%
增持
PH
PARKER-HANNIFIN CORP
+$369.3K
1,203
+55%
增持
MCK
MCKESSON CORP
+$368.8K
8,353
+1%
建仓
SCHW
SCHWAB CHARLES CORP
+$367.3K
3,847
减持
VUG
VANGUARD INDEX FDS
-$363.5K
6,774
-18%
建仓
EBAY
EBAY INC.
+$360.7K
3,966
建仓
VST
VISTRA CORP
+$359.6K
1,835
增持
TJX
TJX COS INC NEW
+$357.4K
9,202
+17%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$352.4K
14,962
+86%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$351.6K
1,001
减持
VTV
VANGUARD INDEX FDS
-$331.6K
10,360
-19%
建仓
USMV
ISHARES TR
+$320.2K
3,366
增持
—
EXXON MOBIL CORP
+$316.3K
19,385
+12%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$314.7K
1,868
建仓
IJR
ISHARES TR
+$308.6K
2,597
减持
VTI
VANGUARD INDEX FDS
-$307.4K
8,145
-17%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$302.1K
0
-100%
建仓
IMCB
ISHARES TR
+$300.6K
3,620
建仓
EEMA
ISHARES INC
+$297.4K
3,241
减持
SNN
SMITH & NEPHEW PLC
+$293.6K
55,291
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$293.2K
3,302
+1%
增持
AXP
AMERICAN EXPRESS CO
+$292.9K
1,968
+75%
建仓
GLD
SPDR GOLD TR
+$290.8K
818
减持
OXY
OCCIDENTAL PETE CORP
+$286.0K
78,619
-4%
建仓
CAT
CATERPILLAR INC
+$280.1K
587
增持
HSY
HERSHEY CO
+$279.8K
12,700
+1%
增持
VTN
INVESCO TR INVT GRADE NEW YO
+$279.7K
149,200
+14%
建仓
AMAT
APPLIED MATLS INC
+$277.0K
1,353
增持
HD
HOME DEPOT INC
+$276.1K
4,071
+9%
建仓
USHY
ISHARES TR
+$273.3K
7,234
建仓
STIP
ISHARES TR
+$272.4K
2,635
建仓
LRCX
LAM RESEARCH CORP
+$269.7K
2,032
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$263.7K
2,497
+30%
建仓
LOW
LOWES COS INC
+$261.4K
1,040
建仓
CEG
CONSTELLATION ENERGY CORP
+$261.0K
793
增持
ADI
ANALOG DEVICES INC
+$260.3K
2,092
+95%
减持
CRM
SALESFORCE INC
-$258.5K
5,260
-5%
清仓
ETB
EATON VANCE TAX MNGED BUY WR
-$255.6K
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$253.3K
307
清仓
QQQ
INVESCO QQQ TR
-$252.1K
0
-100%
