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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 37
减持 31
清仓 71
方向
标的
Δ市值
现股数(环比)
清仓
IVV
ISHARES TR
-$20.6M
0
-100%
清仓
IEMG
ISHARES INC
-$15.7M
0
-100%
清仓
IUSB
ISHARES TR
-$11.8M
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
AGG
ISHARES TR
-$11.0M
0
-100%
清仓
IEFA
ISHARES TR
-$10.6M
0
-100%
清仓
V
VISA INC
-$8.7M
0
-100%
清仓
IWF
ISHARES TR
-$6.7M
0
-100%
清仓
IVW
ISHARES TR
-$6.5M
0
-100%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
+$6.1M
73,806
+12%
清仓
QUAL
ISHARES TR
-$5.9M
0
-100%
清仓
EFV
ISHARES TR
-$5.8M
0
-100%
清仓
IVE
ISHARES TR
-$5.6M
0
-100%
清仓
OEF
ISHARES TR
-$5.3M
0
-100%
清仓
IWD
ISHARES TR
-$4.7M
0
-100%
清仓
NVS
NOVARTIS AG
-$4.4M
0
-100%
清仓
TLH
ISHARES TR
-$4.1M
0
-100%
清仓
IJH
ISHARES TR
-$3.7M
0
-100%
清仓
FISV
FISERV INC
-$3.6M
0
-100%
减持
GOVI
INVESCO EXCHANGE-TRADED FD TR II EQUAL WEIGHT 0-30 YEAR TREAS ETF ETF
-$3.5M
170,422
-42%
减持
ORCL
ORACLE CORP COM
-$3.3M
27,393
-11%
清仓
FLRT
PACER FDS TR
-$3.2M
0
-100%
清仓
ILCG
ISHARES TR
-$2.7M
0
-100%
建仓
DNOV
FIRST TR EXCHANGE-TRADED FD VIII FT VEST U S EQUITY DEEP BUFFER NOVEMBER
+$2.7M
54,519
清仓
ILCV
ISHARES TR
-$2.6M
0
-100%
清仓
EMB
ISHARES TR
-$2.6M
0
-100%
清仓
SOXX
ISHARES TR
-$2.5M
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$2.4M
30,807
-8%
清仓
UDEC
INNOVATOR ETFS TRUST
-$2.4M
0
-100%
清仓
MAXJ
ISHARES TR
-$2.4M
0
-100%
清仓
FEBM
FIRST TR EXCHNG TRADED FD VI
-$2.3M
0
-100%
清仓
ADBE
ADOBE INC
-$2.3M
0
-100%
清仓
IAGG
ISHARES TR
-$2.3M
0
-100%
清仓
FALN
ISHARES TR
-$2.2M
0
-100%
清仓
LLY
ELI LILLY & CO
-$2.1M
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$2.1M
0
-100%
清仓
NAN
NUVEEN NEW YORK QLT MUN INC
-$2.0M
0
-100%
清仓
MTUM
ISHARES TR
-$2.0M
0
-100%
清仓
—
AON PLC
-$2.0M
0
-100%
清仓
HDV
ISHARES TR
-$1.9M
0
-100%
建仓
PPA
INVESCO EXCHANGE-TRADED FD TR AEROSPACE & DEFENSE ETF
+$1.9M
12,249
减持
VNQ
VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF
-$1.9M
4,788
-81%
清仓
SHOP
SHOPIFY INC
-$1.9M
0
-100%
清仓
—
CHUBB LIMITED
-$1.9M
0
-100%
减持
GOOGL
ALPHABET INC CL A
+$1.9M
26,935
-0%
减持
VDE
VANGUARD WORLD FDS VANGUARD ENERGY ETF
-$1.7M
477
-97%
增持
CNC
CENTENE CORP DEL COM
+$1.7M
54,455
+267%
清仓
IWM
ISHARES TR
-$1.7M
0
-100%
增持
BKNG
BOOKING HLDGS INC COM
+$1.6M
712
+73%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$1.6M
12,543
+242%
清仓
—
EATON CORP PLC
-$1.5M
0
-100%
建仓
BSJT
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2029 CORPORATE BD ETF
+$1.5M
69,520
减持
BSJR
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027 BD ETF
-$1.5M
7,743
-89%
减持
PZA
INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETF
-$1.4M
107,009
-36%
增持
NFLX
NETFLIX INC COM
-$1.3M
41,034
+851%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.3M
5,029
+343%
减持
VTEB
VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF
-$1.3M
162,940
-14%
清仓
ITA
ISHARES TR
-$1.2M
0
-100%
减持
DCI
DONALDSON INC COM
-$1.2M
4,504
-77%
清仓
SMAY
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
清仓
IYW
ISHARES TR
-$1.1M
0
-100%
增持
OMFL
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO RUSSELL 1000 MULTIFACTOR ETF
+$995.1K
374,012
+3%
增持
IMFL
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INTL DEVELOPED ETF
+$983.1K
386,941
+2%
清仓
CII
BLACKROCK ENHANCED LARGE CAP
-$981.2K
0
-100%
减持
HD
HOME DEPOT INC COM
-$974.6K
1,961
-52%
减持
OXY
OCCIDENTAL PETE CORP COM
-$934.9K
67,396
-14%
减持
GOOG
ALPHABET INC CAP STK CL C
+$915.7K
13,620
-1%
清仓
ITOT
ISHARES TR
-$908.4K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$893.9K
0
-100%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$862.1K
0
-100%
增持
ICLO
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FD TR AAA CLO FLTG RATE
+$830.4K
172,736
+24%
减持
MCK
MCKESSON CORP COM
-$817.2K
6,856
-18%
清仓
IGM
ISHARES TR
-$813.9K
0
-100%
清仓
IWR
ISHARES TR
-$810.3K
0
-100%
清仓
MUB
ISHARES TR
-$739.4K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$729.8K
5,955
+6%
增持
BN
BROOKFIELD CORP VTG SHS CL A ISIN#CA11271J1075
-$649.0K
84,548
+28%
增持
JPST
J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF
+$642.4K
27,716
+85%
减持
VEA
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
-$636.9K
198,176
-9%
增持
ZTS
ZOETIS INC COM
+$624.6K
19,766
+55%
增持
GEV
GE VERNOVA INC COM
+$610.2K
1,263
+261%
清仓
NYF
ISHARES TR
-$590.2K
0
-100%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$557.8K
26,462
+37%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$553.3K
0
-100%
建仓
IDXX
IDEXX LABS INC COM
+$525.0K
776
减持
SNN
SMITH & NEPHEW P L C SPONSORED ADR NEW
-$518.6K
45,243
-18%
减持
AAPL
APPLE INC COM
+$515.5K
36,667
-1%
增持
XLY
SELECT SECTOR SPDR TR STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$514.8K
5,326
+11%
增持
—
ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34
+$500.8K
2,657
+199%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$499.5K
1,278
-38%
清仓
EFAV
ISHARES TR
-$488.7K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$469.4K
4,082
-17%
增持
XLF
SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF
+$468.6K
35,711
+30%
减持
NVDA
NVIDIA CORP COM
-$447.4K
113,322
-2%
增持
DBMF
LITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURE STRATEGY ETF
+$444.1K
270,686
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS
+$442.8K
97,927
+6%
清仓
GLOF
ISHARES TR
-$438.7K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF SHS
+$431.1K
29,360
+47%
清仓
DTE
DTE ENERGY CO
-$425.3K
0
-100%
清仓
IXC
ISHARES TR
-$425.1K
0
-100%
减持
GTO
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FD TR TOTAL RETURN BD
-$412.6K
152,012
-5%
清仓
GE
GE AEROSPACE
-$401.3K
0
-100%
清仓
—
LINDE PLC
-$396.1K
0
-100%
减持
UHAL/B
U-HAUL HLDG CO COM SER N
-$387.4K
30,364
-15%
建仓
RAAA
ADVISOR MANAGED PORTFOLIOS RECKONER LEVERAGED AAA CLO ETF
+$380.7K
15,233
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$368.3K
3,256
-1%
减持
AMZN
AMAZON COM INC COM
+$365.4K
38,359
-1%
清仓
EBAY
EBAY INC.
-$360.7K
0
-100%
增持
WELL
WELLTOWER INC COM
+$335.2K
5,219
+47%
清仓
USMV
ISHARES TR
-$320.2K
0
-100%
增持
AVGO
BROADCOM INC COM
+$318.2K
14,613
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003
+$315.8K
3,334
+34%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$314.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$311.6K
8,117
+10%
清仓
IJR
ISHARES TR
-$308.6K
0
-100%
减持
T
AT&T INC COM
-$307.5K
52,756
-8%
清仓
IMCB
ISHARES TR
-$300.6K
0
-100%
清仓
EEMA
ISHARES INC
-$297.4K
0
-100%
减持
MKL
MARKEL GROUP INC COM
+$295.2K
1,668
-3%
清仓
GLD
SPDR GOLD TR
-$290.8K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$287.0K
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$281.2K
4,638
+99%
减持
ANET
ARISTA NETWORKS INC COM NEW
-$281.1K
13,811
-4%
建仓
ORI
OLD REP INTL CORP COM
+$279.7K
6,129
增持
NOW
SERVICENOW INC COM
-$279.1K
6,336
+367%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC COM
+$273.6K
688
清仓
USHY
ISHARES TR
-$273.3K
0
-100%
减持
USA
LIBERTY ALL STAR EQUITY FD SH BEN INT
-$273.0K
132,370
-24%
清仓
STIP
ISHARES TR
-$272.4K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS INC COM
+$271.5K
1,214
+2%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$264.3K
2,893
+32%
减持
ORLY
O REILLY AUTOMOTIVE INC NEW COM
-$255.5K
11,603
-5%
增持
BSJS
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO BULLETSHARES 2028 HIGH YIELD
+$249.6K
69,062
+20%
增持
META
META PLATFORMS INC CL A
+$249.6K
15,330
+14%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$246.1K
4,846
建仓
TPR
TAPESTRY INC COM
+$244.3K
1,912
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$244.0K
14,637
+3%
增持
FNV
FRANCO NEV CORP COM ISIN#CA3518581051
+$242.9K
15,257
+16%
增持
XLV
SELECT SECTOR SPDR TR STATE STREET HEALTH CARE SELECT SPDR ETF
+$242.9K
9,111
+9%
清仓
ISCV
ISHARES TR
-$236.6K
0
-100%
减持
IAU
ISHARES GOLD TR ISHARES NEW
+$236.3K
33,668
-2%
增持
PANW
PALO ALTO NETWORKS INC COM
-$233.1K
12,990
+1%
清仓
IXUS
ISHARES TR
-$231.9K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1
+$228.7K
476
清仓
DVY
ISHARES TR
-$227.4K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$226.4K
483
增持
—
DEUTSCHE BANK AG NAMEN AKT ISIN#DE0005140008
+$225.0K
17,489
+38%
清仓
TIP
ISHARES TR
-$224.9K
0
-100%
减持
COST
COSTCO WHSL CORP NEW COM
-$224.7K
2,088
-4%
增持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF
+$224.7K
7,120
+5%
清仓
TMUS
T-MOBILE US INC
-$219.3K
0
-100%
